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      • Faculty Publications  (301)

      Budgets and BudgetingRemove Budgets and Budgeting →

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      • January 1983 (Revised September 1983)
      • Case

      E.T. Phone Home, Inc.: Forecasting Business Demand

      By: John F. Cady and Frank V. Cespedes
      Describes a process for forecasting market demand for an emerging technology--cellular radio. The student must critically evaluate the demand model and the market estimates, and modify them as appropriate in order to develop a marketing plan and budget. View Details
      Keywords: Budgets and Budgeting; Forecasting and Prediction; Marketing Strategy; Demand and Consumers; Business Processes; Technology
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      Cady, John F., and Frank V. Cespedes. "E.T. Phone Home, Inc.: Forecasting Business Demand." Harvard Business School Case 583-121, January 1983. (Revised September 1983.)
      • March 1982 (Revised August 1985)
      • Background Note

      Marketing Planning, Programming, and Budgeting

      By: Benson P. Shapiro
      Keywords: Marketing; Planning
      Citation
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      Shapiro, Benson P. "Marketing Planning, Programming, and Budgeting." Harvard Business School Background Note 582-127, March 1982. (Revised August 1985.)
      • May 1981 (Revised February 2000)
      • Case

      Reagan Plan, The

      By: George C. Lodge
      Contains President Reagan's address to Congress in February of 1981 in which he proposes $49 billion in budget cuts and tax reductions. Also contains David Stockman's "economic Dunkirk" memorandum of November 1980. Exhibits contain economic data. Purpose is to provide... View Details
      Keywords: Taxation; Economy; Government and Politics; Budgets and Budgeting; United States
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      Lodge, George C. "Reagan Plan, The." Harvard Business School Case 381-173, May 1981. (Revised February 2000.)
      • May 1981 (Revised December 1992)
      • Case

      Chesebrough-Pond's, Inc.: Vaseline Petroleum Jelly

      By: John A. Quelch
      The product manager for Vaseline Petroleum Jelly has to prepare the 1978 brand budget and determine expenditure levels for advertising, trade promotion, and consumer promotion. View Details
      Keywords: Advertising; Budgets and Budgeting; Product Marketing; Brands and Branding; Beauty and Cosmetics Industry; Beauty and Cosmetics Industry
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      Quelch, John A. "Chesebrough-Pond's, Inc.: Vaseline Petroleum Jelly." Harvard Business School Case 581-047, May 1981. (Revised December 1992.)
      • May 1981 (Revised May 1985)
      • Case

      MEM Co., Inc.

      By: John A. Quelch
      The President of MEM Co., Inc. is assessing the proposed introduction of a new line of men's toiletries. He also must determine the best distribution channels and the size of the product's advertising budget. View Details
      Keywords: Advertising; Distribution Channels; Budgets and Budgeting; Product Development; Beauty and Cosmetics Industry
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      Quelch, John A. "MEM Co., Inc." Harvard Business School Case 581-154, May 1981. (Revised May 1985.)
      • 1981
      • Article

      Federal Credit and the Shadow Budget

      By: Dutch Leonard and Elisabeth H. Rhyne
      Keywords: Budgets and Budgeting; Credit
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      Leonard, Dutch, and Elisabeth H. Rhyne. "Federal Credit and the Shadow Budget." Public Interest (1981).
      • January 1978
      • Case

      Zero-Base Budgeting in the Public Health Service

      By: Regina E. Herzlinger
      Keywords: Health Care and Treatment; Budgets and Budgeting
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      Herzlinger, Regina E. "Zero-Base Budgeting in the Public Health Service." Harvard Business School Case 178-080, January 1978.
      • January 1978 (Revised May 1993)
      • Teaching Note

      Budget Crisis of the Boston School System, Teaching Note

      By: Regina E. Herzlinger
      Keywords: Education; Budgets and Budgeting; Crisis Management; Education Industry
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      Herzlinger, Regina E. "Budget Crisis of the Boston School System, Teaching Note." Harvard Business School Teaching Note 178-153, January 1978. (Revised May 1993.)
      • Article

      Budget Displacement Effects of Inflationary Finance

      By: Jerry R. Green and Eytan Sheshinski
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      Green, Jerry R., and Eytan Sheshinski. "Budget Displacement Effects of Inflationary Finance." American Economic Review 67, no. 4 (September 1977): 671–682.
      • June 1977 (Revised May 1997)
      • Case

      University of Trent

      By: Regina E. Herzlinger
      Focuses on two issues: 1) technical systems that can be employed in nonprofit organizations for control and motivational purposes. Systems discussed range from payroll monitoring systems to zero-base budgeting and 2) the managerial environment needed for serious... View Details
      Keywords: Information Technology; Motivation and Incentives; Business or Company Management; Nonprofit Organizations; Governance Controls; Education Industry
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      Herzlinger, Regina E. "University of Trent." Harvard Business School Case 177-245, June 1977. (Revised May 1997.)
      • January 1977
      • Case

      MRC, Inc. (Consolidated)

      By: Thomas R. Piper
      A large diversified company must develop a strategy for a division whose performance has deteriorated due to its aging product. Alternatives range from liquidation to a major investment in a new product. The formal capital budgeting system is compared with the informal... View Details
      Keywords: Corporate Strategy; Business Divisions; Capital Budgeting
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      Piper, Thomas R. "MRC, Inc. (Consolidated)." Harvard Business School Case 277-123, January 1977.
      • November 1976 (Revised May 1993)
      • Case

      Budget Crisis of the Boston School Committee

      By: Regina E. Herzlinger
      Keywords: Education; Budgets and Budgeting; Crisis Management; Education Industry; Boston
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      Herzlinger, Regina E. "Budget Crisis of the Boston School Committee." Harvard Business School Case 177-084, November 1976. (Revised May 1993.)
      • October 1976 (Revised June 1993)
      • Case

      Sunkist Growers, Inc.

      By: Stephen A. Greyser and John A. Quelch
      A new media strategy for lemon advertising involving the concentration of the entire budget in a single-print vehicle, is under consideration. View Details
      Keywords: Marketing Strategy; Marketing Communications; Advertising
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      Greyser, Stephen A., and John A. Quelch. "Sunkist Growers, Inc." Harvard Business School Case 577-051, October 1976. (Revised June 1993.)
      • September 1976
      • Case

      Del Norte Paper Co. (B)

      By: William A. Sahlman
      Serves two roles: first, provides a reasonably comprehensive description of an ongoing budgeting and reporting system for the international operations of a large American company. Second, allows the student to focus on and critically analyze a series of specific... View Details
      Keywords: International Accounting; Financial Reporting; Budgets and Budgeting; United States
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      Sahlman, William A. "Del Norte Paper Co. (B)." Harvard Business School Case 177-035, September 1976.
      • September 1976 (Revised January 1977)
      • Case

      Del Norte Paper Co. (C)

      By: William A. Sahlman
      Designed to serve two roles: first, it provides a reasonably comprehensive description of an ongoing capital budgeting system for the international operations of a large American company. Second, it allows the student to focus upon and critically analyze a series of... View Details
      Keywords: Capital Budgeting; International Relations; Globalized Markets and Industries; Goals and Objectives; Service Delivery; Business Subsidiaries; Performance Evaluation; Performance Expectations; Pulp and Paper Industry; Pulp and Paper Industry
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      Sahlman, William A. "Del Norte Paper Co. (C)." Harvard Business School Case 177-036, September 1976. (Revised January 1977.)
      • April 1975 (Revised November 1984)
      • Case

      Enzone Petroleum Corp.

      By: Thomas R. Piper
      A large integrated oil company is debating whether to switch from a single hurdle rate to multiple hurdle rates for project analysis purposes. Raises questions on: 1) determination of the cost of equity; 2) the usefulness of multiple hurdle rates to adjust for project... View Details
      Keywords: Risk and Uncertainty; Cost; Investment Return; Equity; Capital Budgeting; Energy Industry
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      Piper, Thomas R. "Enzone Petroleum Corp." Harvard Business School Case 275-113, April 1975. (Revised November 1984.)
      • March 1968 (Revised July 2010)
      • Case

      Basic Industries

      By: Joseph L. Bower and John W. Rosenblum
      Policy problems, mainly organizational issues, face a young middle manager in the context of capital budgeting in a highly technological conglomerate firm with high market uncertainty. View Details
      Keywords: Business Conglomerates; Capital Budgeting; Policy; Managerial Roles; Risk and Uncertainty
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      Bower, Joseph L., and John W. Rosenblum. "Basic Industries." Harvard Business School Case 313-121, March 1968. (Revised July 2010.)
      • Teaching Interest

      Large-Scale Investment (LSI, MBA Elective Curriculum)

      By: Benjamin C. Esty
      Large-Scale Investment (LSI) is a case-based course about project finance that is designed for second-year MBA students. Project finance involves the creation of a legally independent project company financed with nonrecourse debt for the purpose of investing in a... View Details
      Keywords: Project Finance; Corporate Finance; Corporate Governance; Valuation; Capital Budgeting
      • 2015
      • Other Teaching and Training Material

      Marketing Reading: Digital Marketing

      By: Sunil Gupta and Joseph Davin
      Digital technology has changed how consumers search for information, interact with each other, and buy products. The popularization of these technologies has made it possible for companies to have a better understanding of their customers' decision journey and... View Details
      Keywords: Advertising; Buzz Marketing; Internet Marketing; Marketing; Marketing Management; Social Media; Social Networks; Viral Marketing; Word-of-mouth Marketing; Digital; Internet; Marketing Channels; Marketing Reference Programs; Online Advertising; Advertising Industry
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      Gupta, Sunil, and Joseph Davin. "Marketing Reading: Digital Marketing." Core Curriculum Readings Series. Boston: Harvard Business Publishing 8224, 2015.
      • 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

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