Publications

Educators

Web

Cases & Teaching Notes - Institute For Strategy And Competitiveness

new relationships with payers, hospitals, and physicians to become more accountable for patient outcomes and total costs. The case describes new forms of... May 2018 HBS Case Collection Kaiser Permanente Colorado: Primary Care Plus by... View Details

November 2018
Case

Swissgrid: Enterprise Risk Management in a Digital Age

By: Robert S. Kaplan and Anette Mikes

Kurt Meyer, chief risk officer of Swissgrid, the Swiss national electricity transmission system operator, reflects on the risk management system he installed after the deregulation and liberalization of the European energy market. With 41 connections to other European... View Details

Keywords: Enterprise Risk Management; Energy Transmission; Risk and Uncertainty; Risk Management; Energy; Energy Industry; Utilities Industry; Switzerland

Educators

2010
Working Paper

Conceptual Foundations of the Balanced Scorecard

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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Web

Accounting & Management - Faculty & Research

135–159. Live Nation and Ticketmaster By: Eugene Soltes and Thales S. Teixeira June 2025 | Case | Faculty Research In 2010, entertainment company Live Nation and event ticketing company Ticketmaster merged to form Live Nation... View Details

Web

Faculty & Research - Business & Environment

Entrepreneurial Management 9 results Paul M. Healy 4 results Rebecca M. Henderson General Management , Strategy 51 results Nien-he Hsieh General Management 9 results Geoffrey G. Jones General Management 41 results Rosabeth M. Kanter General Management 71 results View Details

October 2008 (Revised February 2012)
Case

Amazon Web Services

By: Robert S. Huckman, Gary P. Pisano and Liz Kind

Considers the development of Amazon Web Services (AWS), a division of Amazon.com, Inc., specializing in the provision of web-based storage and computing services to web developers. The case focuses on the issues facing Andy Jassy, the head of AWS, in 2008 as AWS faces... View Details

Keywords: Price; Market Entry and Exit; Service Operations; Competition; Diversification; Retail Industry; Web Services Industry

Educators

January–February 1992
Article

The Balanced Scorecard: Measures that Drive Performance

By: Robert S. Kaplan and David Norton

Keywords: Balanced Scorecard; Measurement and Metrics; Performance

January 2008
Article

Mastering the Management System

By: Robert S. Kaplan and David P. Norton

Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and the best strategy in the world will get... View Details

Keywords: Framework; Management Analysis, Tools, and Techniques; Management Systems; Operations; Performance Improvement; Strategy

Web

Health Care - Faculty & Research

its new Vision 2020 plan, a strategic plan for the evolving global corporation, which included developing a global vaccine business. August 2015 (Revised August 2015) Case Hoag Orthopedic Institute By: Robert View Details

Web

Presentations - Institute For Strategy And Competitiveness

discusses the core concepts of value based health care to the 2020 Intensive Seminar. January 2020 Value-Based Primary Care by Professor Leemore Dafney Professor Leemore Dafney applies principles of value-based health care to primary... View Details

July 1989 (Revised August 1993)
Supplement

Kanthal (B)

Describes actions taken by senior management of Kanthal after seeing the results of the newly installed account management system. Designed as a class handout. A rewritten version of an earlier case by the same author. View Details

Keywords: Accounting; Management Systems; Management Teams

December 1992 (Revised May 1993)
Case

Porsche AG

Describes the financial management of the research and development departments of an automobile manufacturer and technology supplier. Existing cost systems measure accurately the costs incurred by department and by project. But little formal information is provided... View Details

Keywords: Financial Management; Cost Accounting; Research and Development; Machinery and Machining; Auto Industry; Technology Industry

Research Summary

Mastering Strategy Execution

By: Robert Simons

Professor Robert Simons’ research encompasses three areas of management accountability that are the foundation for successful strategy execution: organization design, performance measurement and control, and risk management. In addition, Simons is interested in the... View Details

January 2024
Article

A Cost Model for a Low Threshold Clinic Treating Opioid Use Disorder

By: Sarah E. Wakeman, Elizabeth Powell, Syed Shehab, Grace Herman, Laura Kehoe and Robert S. Kaplan

The US fee-for-service payment system under-reimburses clinics offering access to comprehensive treatments for opioid use disorder (OUD). The funding shortfall limits a clinic’s ability to expand and improve access, especially for socially marginalized patients with... View Details

Keywords: Health Care and Treatment; Cost; Equality and Inequality; Health Industry

February 1997 (Revised June 1999)
Background Note

Committed and Flexible Resources

Stresses the difference between costs committed in advance of knowing actual demand (committed costs) and cost incurred proportional to demand. Committed costs appear fixed since their supply is independent of the amount actually used. Flexible resources are supplied... View Details

Keywords: Cost