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      • July 2010
      • Supplement

      Marketing Analysis Toolkit: Customer Lifetime Value Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      Customers are increasingly being viewed as assets that bring value to the firm. Customer lifetime value is a metric which allows managers to understand the overall value of their customer base and relate it to three customer strategies firms employ: asset acquisition -... View Details
      Keywords: Competency and Skills; Customer Relationship Management; Customer Value and Value Chain; Decisions; Framework; Management Practices and Processes; Marketing; Marketing Strategy; Strategic Planning; Mathematical Methods; Value
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Customer Lifetime Value Analysis (CW)." Harvard Business School Spreadsheet Supplement 511-702, July 2010.
      • July 2010 (Revised January 2017)
      • Background Note

      Marketing Analysis Toolkit: Customer Lifetime Value Analysis (2024)

      By: Thomas Steenburgh and Jill Avery
      Customers are increasingly being viewed as assets that bring value to the firm. Customer lifetime value is a metric that allows managers to understand the overall value of their customer base and relate it to three customer strategies firms employ: asset... View Details
      Keywords: Customer Lifetime Value; Return On Investment; Customer Acquisition; Customer Retention; Customer Churn; "Marketing Analytics"; Marketing; Customer Relationship Management; Customer Focus and Relationships; Customer Value and Value Chain; Management Analysis, Tools, and Techniques; Marketing Strategy; Measurement and Metrics; Strategic Planning; Value
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      Steenburgh, Thomas, and Jill Avery. "Marketing Analysis Toolkit: Customer Lifetime Value Analysis (2024)." Harvard Business School Background Note 525-017, July 2010. (Revised January 2017.)
      • July 2010
      • Supplement

      Marketing Analysis Toolkit: Pricing and Profitability Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      Pricing is one of the most difficult decisions marketers make and the one with the most direct and immediate impact on the firm's financial position. This toolkit will introduce the fundamental terminology and calculations associated with pricing and profitability... View Details
      Keywords: Management Analysis, Tools, and Techniques; Marketing Strategy; Decisions; Strategic Planning; Price; Partners and Partnerships; Cost; Demand and Consumers; Revenue; Profit; Mathematical Methods; Measurement and Metrics
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Pricing and Profitability Analysis (CW)." Harvard Business School Spreadsheet Supplement 511-701, July 2010.
      • July 2010 (Revised December 2011)
      • Background Note

      Marketing Analysis Toolkit: Pricing and Profitability Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Pricing is one of the most difficult decisions marketers make and the one with the most direct and immediate impact on the firm's financial position. This toolkit will introduce the fundamental terminology and calculations associated with pricing and profitability... View Details
      Keywords: Forecasting and Prediction; Price; Profit; Management Analysis, Tools, and Techniques; Marketing Strategy; Demand and Consumers; Measurement and Metrics; Strategic Planning; Mathematical Methods; Retail Industry
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Pricing and Profitability Analysis." Harvard Business School Background Note 511-028, July 2010. (Revised December 2011.)
      • 2010
      • Working Paper

      Conceptual Foundations of the Balanced Scorecard

      By: Robert S. Kaplan
      David Norton and I introduced the Balanced Scorecard in a 1992 Harvard Business Review article (Kaplan & Norton, 1992). The article was based on a multi-company research project to study performance measurement in companies whose intangible assets played a central role... View Details
      Keywords: Asset Management; Balanced Scorecard; Management Systems; Performance Improvement; Strategy
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      Kaplan, Robert S. "Conceptual Foundations of the Balanced Scorecard." Harvard Business School Working Paper, No. 10-074, March 2010.
      • March 2010 (Revised May 2012)
      • Case

      Myelin Repair Foundation: Accelerating Drug Discovery Through Collaboration

      By: Karim R. Lakhani and Paul R. Carlile
      This case presents the Myelin Repair Foundation's accelerated research collaboration model for drug discovery. It highlights the challenges of building a multi-disciplinary and multi-institutional research collaboration that is attempting to create a treatment for... View Details
      Keywords: Research and Development; Intellectual Property; Risk and Uncertainty; Strategic Planning; Collaborative Innovation and Invention; Health Disorders; Pharmaceutical Industry; Biotechnology Industry; Health Industry
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      Lakhani, Karim R., and Paul R. Carlile. "Myelin Repair Foundation: Accelerating Drug Discovery Through Collaboration." Harvard Business School Case 610-074, March 2010. (Revised May 2012.)
      • February 2010
      • Teaching Note

      Koo Foundation Sun Yat-Sen Cancer Center: Breast Cancer Care in Taiwan (TN)

      By: Michael E. Porter and Jennifer F Baron
      Teaching Note for [710425]. View Details
      Keywords: Health Care and Treatment; Strategy; Service Delivery; Quality; Performance; Insurance; Growth and Development; Health Industry; Taiwan
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      Porter, Michael E., and Jennifer F Baron. "Koo Foundation Sun Yat-Sen Cancer Center: Breast Cancer Care in Taiwan (TN)." Harvard Business School Teaching Note 710-465, February 2010.
      • February 2010 (Revised March 2016)
      • Background Note

      Marketing Analysis Toolkit: Break-even Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Marketing managers are often called upon to make recommendations for or against programs that cost money to implement. Before expenditures are made, managers want to be sure that they will be getting a return on their investment. One way of assessing this is by... View Details
      Keywords: Decision Making; Investment Return; Spending; Management Analysis, Tools, and Techniques; Marketing Strategy; Strategic Planning; Mathematical Methods
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Break-even Analysis." Harvard Business School Background Note 510-080, February 2010. (Revised March 2016.)
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Market Size and Market Share Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Marketers frequently need to estimate the size of their markets—both for existing products so that sales forecasts can be developed and for new products so that market opportunities can be assessed. This toolkit enables students to size a market and generate a sales... View Details
      Keywords: Forecasting and Prediction; Management Analysis, Tools, and Techniques; Marketing Strategy; Markets; Demand and Consumers; Size; Strategic Planning; Sales
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis." Harvard Business School Background Note 510-081, February 2010.
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Situation Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Before managers can begin to formulate marketing strategies for their businesses, they must have a strong understanding of the internal and external marketing environments in which they are operating. In this note, we present three methods for collecting and analyzing... View Details
      Keywords: Five Forces Framework; SWOT Analysis; Marketing Strategy; Demand and Consumers; Industry Structures; Strategic Planning
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Situation Analysis." Harvard Business School Background Note 510-079, February 2010.
      • 24 Jan 2010
      • Other Presentation

      UAE Competitiveness for the Third Millennium: The Role of Government

      By: Michael E. Porter
      This presentation draws on ideas from Professor Porter's articles and books, including, The Competitive Advantage of Nations (The Free Press, 1990), "The Microeconomic Foundations of Economic Development," in The Global Competitiveness Report, (World Economic Forum),... View Details
      Keywords: Economics; United Arab Emirates
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      Porter, Michael E. "UAE Competitiveness for the Third Millennium: The Role of Government." Institute for Strategy and Competitiveness, January 24, 2010.
      • 2010
      • Chapter

      Revisiting the Meaning of Leadership

      By: Joel Podolny, Rakesh Khurana and Marya Hill-Popper
      During the past 50 years, organizational scholarship on leadership has shifted from a focus on the significance of leadership for meaning-making to the significance of leadership for economic performance. This shift has been problematic for two reasons. First, it has... View Details
      Keywords: Communication Intention and Meaning; Economics; Leadership; Performance Improvement; Behavior
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      Podolny, Joel, Rakesh Khurana, and Marya Hill-Popper. "Revisiting the Meaning of Leadership." Chap. 3 in Handbook of Leadership Theory and Practice, edited by Nitin Nohria and Rakesh Khurana. Harvard Business Press, 2010.
      • December 2009 (Revised February 2010)
      • Case

      The Investment Fund for Foundations (TIFF) in 2009

      By: Luis M. Viceira and Brendon Christopher Parry
      In late June 2009, management at The Investment Fund for Foundations (TIFF) was considering expanding the footprint of the TIFF Diversified Fund (TDF), the first truly comprehensive endowment management vehicle offered under the TIFF banner. The recent large capital... View Details
      Keywords: Financial Crisis; Asset Management; Financial Strategy; Investment Funds; Risk Management; Product Marketing; Financial Services Industry; United States
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      Viceira, Luis M., and Brendon Christopher Parry. "The Investment Fund for Foundations (TIFF) in 2009." Harvard Business School Case 210-008, December 2009. (Revised February 2010.)
      • December 2009 (Revised May 2012)
      • Case

      Koo Foundation Sun Yat-Sen Cancer Center: Breast Cancer Care in Taiwan

      By: Michael E. Porter, Jennifer F Baron and C. Jason Wang
      Taiwan's Koo Foundation Sun Yat-Sen Cancer Center has developed an integrated, team-based care delivery model for breast cancer care that is being expanded to other cancer types in 2009. A decade earlier, President and CEO Dr. Andrew Huang and the Center had worked... View Details
      Keywords: Health Care and Treatment; Medical Specialties; Service Delivery; Outcome or Result; Performance Effectiveness; Quality; Integration; Health Industry; Insurance Industry; Taiwan
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      Porter, Michael E., Jennifer F Baron, and C. Jason Wang. "Koo Foundation Sun Yat-Sen Cancer Center: Breast Cancer Care in Taiwan." Harvard Business School Case 710-425, December 2009. (Revised May 2012.)
      • October 2009 (Revised March 2012)
      • Case

      Nettwerk: Digital Marketing in the Music Industry

      By: John A. Deighton and Leora Kornfeld
      How is music marketed in the digital era? Nettwerk Music Group built on its foundation as a social, grassroots marketer of music and artists and emerged as a leader in the Internet-enabled social media environment. For most of the past decade Nettwerk CEO Terry McBride... View Details
      Keywords: Music Entertainment; Product Marketing; Network Effects; Sales; Social and Collaborative Networks; Online Technology; Media and Broadcasting Industry; Music Industry
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      Deighton, John A., and Leora Kornfeld. "Nettwerk: Digital Marketing in the Music Industry." Harvard Business School Case 510-055, October 2009. (Revised March 2012.) (request a courtesy copy.)
      • 16 Oct 2009
      • Other Presentation

      Turkey’s Competitiveness: National Economic Strategy and the Role of Business

      By: Michael E. Porter
      This presentation draws on ideas from Professor Porter’s articles and books, including, The Competitive Advantage of Nations (The Free Press, 1990), "The Microeconomic Foundations of Economic Development," in The Global Competitiveness Report, (World Economic Forum),... View Details
      Keywords: Economics; Turkey
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      Porter, Michael E. "Turkey’s Competitiveness: National Economic Strategy and the Role of Business." Institute for Strategy and Competitiveness, October 16, 2009.
      • October 2009
      • Article

      Managing Risk in the New World

      By: Robert S. Kaplan, Anette Mikes, Robert Simons, Peter Tufano and Michael Hofmann Jr.
      Five experts gathered recently to discuss the future of enterprise risk management: Kaplan, the Baker Foundation Professor at Harvard Business School, who with his colleague David Norton developed the balanced scorecard; Mikes, an assistant professor at HBS who studies... View Details
      Keywords: Forecasting and Prediction; Financial Crisis; Capital Structure; Job Cuts and Outsourcing; Risk Management
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      Kaplan, Robert S., Anette Mikes, Robert Simons, Peter Tufano, and Michael Hofmann Jr. "Managing Risk in the New World." Harvard Business Review 87, no. 10 (October 2009): 68–75.
      • October 2009
      • Article

      Negotiation Analysis: From Games to Inferences to Decisions to Deals

      By: James K. Sebenius
      Exemplified by the pioneering work of Howard Raiffa and often expressed in the pages of the Negotiation Journal, the emergent prescriptive field of "negotiation analysis" progressively developed from Raiffa's early contributions to game theory and to his later... View Details
      Keywords: Decision Choices and Conditions; Negotiation Participants; Negotiation Preparation; Negotiation Process; Negotiation Tactics; Game Theory
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      Sebenius, James K. "Negotiation Analysis: From Games to Inferences to Decisions to Deals." Negotiation Journal 25, no. 4 (October 2009): 449–465.
      • September 2009
      • Case

      The Risk Management Foundation of the Harvard Medical Institutions, Inc.

      By: Richard M.J. Bohmer, Stephen P. Bradley and Natalie Kindred
      Through its uniquely proactive approach to medical malpractice risk management, the Risk Management Foundation (RMF) has decreased claims—and premiums—for the Harvard hospitals it insures. The RMF is the captive medico-legal insurer of the Harvard medical institutions... View Details
      Keywords: Cost Management; Insurance; Health Care and Treatment; Risk Management; Performance Improvement; Safety; Health Industry; Insurance Industry; Boston
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      Bohmer, Richard M.J., Stephen P. Bradley, and Natalie Kindred. "The Risk Management Foundation of the Harvard Medical Institutions, Inc." Harvard Business School Case 610-014, September 2009.
      • July 2009 (Revised August 2009)
      • Case

      From Little Things Big Things Grow: The Clontarf Foundation Program for Aboriginal Boys

      By: F. Warren McFarlan and Michael Vitale
      This case focuses on the growth of an innovative non-profit institution that motivates aboriginal children to attend school by harnessing their love of football. View Details
      Keywords: Nonprofit Organizations; Business or Company Management; Growth and Development Strategy; Problems and Challenges; Welfare; Education; Sports; Service Industry
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      McFarlan, F. Warren, and Michael Vitale. "From Little Things Big Things Grow: The Clontarf Foundation Program for Aboriginal Boys." Harvard Business School Case 910-402, July 2009. (Revised August 2009.)
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