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      Performance ManagementRemove Performance Management →

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      • September 2020 (Revised November 2020)
      • Case

      PDS: Ring-Fencing the Ranch

      By: Dennis Campbell, Tarun Khanna and Kerry Herman
      Pallak Seth, Group CEO of PDS Multinational Fashions, is contemplating options to bring better collaboration across his global apparel supply chain platform. PDS, a group of 50-plus subsidiary companies, each led by its own CEO and with different apparel industry... View Details
      Keywords: Collaboration; Supply Chain Management; Performance; Partners and Partnerships; Employee Stock Ownership Plan; Apparel and Accessories Industry
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      Campbell, Dennis, Tarun Khanna, and Kerry Herman. "PDS: Ring-Fencing the Ranch." Harvard Business School Case 721-361, September 2020. (Revised November 2020.)
      • 2020
      • Article

      Research on Corporate Sustainability: Review and Directions for Future Research

      By: Jody Grewal and George Serafeim
      We review the literature on corporate sustainability and provide directions for future research. Our review focuses on three actions: measuring, managing and communicating corporate sustainability performance. Measurement is the least developed of the three and... View Details
      Keywords: Sustainability; Sustainability Reporting; Sustainability Management; Nonfinancial Disclosure; Nonfinancial Information; Nonfinancial Performance; Materiality; ESG; ESG (Environmental, Social, Governance) Performance; ESG Disclosure; ESG Disclosure Metrics; ESG Ratings; ESG Reporting; Inequality; Corporate Social Responsibility; Accounting; Finance; Management; Strategy; Environmental Sustainability; Climate Change; Diversity; Equality and Inequality; Corporate Disclosure; Measurement and Metrics; Corporate Governance; Corporate Accountability; Corporate Social Responsibility and Impact
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      Grewal, Jody, and George Serafeim. "Research on Corporate Sustainability: Review and Directions for Future Research." Foundations and Trends® in Accounting 14, no. 2 (2020): 73–127.
      • September–October 2020
      • Article

      Social-Impact Efforts That Create Real Value

      By: George Serafeim
      Until the mid-2010s few investors paid attention to environmental, social, and governance (ESG) data—information about companies’ carbon footprints, labor policies, board makeup, and so forth. Today the data is widely used by investors. How can organizations create... View Details
      Keywords: Sustainability; Sustainability Management; ESG; ESG (Environmental, Social, Governance) Performance; ESG Disclosure; ESG Disclosure Metrics; ESG Ratings; ESG Reporting; Social Impact; Impact Measurement; Social Innovation; Purpose; Corporate Purpose; Corporate Social Responsibility; Strategy; Social Enterprise; Society; Accounting; Investment; Environmental Sustainability; Climate Change; Corporate Strategy; Mission and Purpose; Corporate Social Responsibility and Impact; Financial Services Industry; Chemical Industry; Technology Industry; Consumer Products Industry; Pharmaceutical Industry; North America; Europe; Japan; Australia
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      Serafeim, George. "Social-Impact Efforts That Create Real Value." Harvard Business Review 98, no. 5 (September–October 2020): 38–48.
      • August 2020 (Revised March 2021)
      • Supplement

      Migros Turkey: Scaling Online Operations (B)

      By: Antonio Moreno and Gamze Yucaoglu
      The case opens in February 2020 as Ozgur Tort and Mustafa Bartin, CEO and chief large-format and online retail officer of Migros Ticaret A.S. (Migros), Turkey’s oldest and one of its largest supermarket chains, are looking over the results of the fulfillment pilot the... View Details
      Keywords: Grocery; Business Model; Strategy; Digital Platforms; Information Technology; Technology Adoption; Value Creation; Globalization; Competition; Expansion; Logistics; Profit; Resource Allocation; Corporate Strategy; Retail Industry; Turkey
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      Moreno, Antonio, and Gamze Yucaoglu. "Migros Turkey: Scaling Online Operations (B)." Harvard Business School Supplement 621-027, August 2020. (Revised March 2021.)
      • 2020
      • Working Paper

      Updating the Balanced Scorecard for Triple Bottom Line Strategies

      By: Robert S. Kaplan and David McMillan
      Many companies are now attempting to achieve triple bottom line performance on financial, environmental, and societal metrics. Successful strategies for such performance, however, generally require new relationships among multiple players in multiple sectors across a... View Details
      Keywords: Balanced Scorecard; Adaptation; Environmental Sustainability; Social Issues; Performance; Strategy
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      Kaplan, Robert S., and David McMillan. "Updating the Balanced Scorecard for Triple Bottom Line Strategies." Harvard Business School Working Paper, No. 21-028, August 2020.
      • August 2020
      • Article

      Workplace Knowledge Flows

      By: Jason Sandvik, Richard Saouma, Nathan Seegert and Christopher Stanton
      We conducted a field experiment in a sales firm to test whether improving knowledge flows between coworkers affects productivity. Our design allows us to compare different management practices and to isolate whether frictions to knowledge transmission primarily reside... View Details
      Keywords: Knowledge Sharing; Interpersonal Communication; Employees; Performance Productivity; Sales; Motivation and Incentives
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      Sandvik, Jason, Richard Saouma, Nathan Seegert, and Christopher Stanton. "Workplace Knowledge Flows." Quarterly Journal of Economics 135, no. 3 (August 2020): 1635–1680.
      • July 2020
      • Case

      Karen Bruck: Growing Managers at MercadoLibre

      By: Joshua D. Margolis, Fernanda Miguel and Mariana Cal
      Karen Bruck, Corporate Sales Director at MercadoLibre, Latin America's largest e-commerce platform, needs to make a decision about one of her managers, who, while analytically savvy, has an approach that does not fit in with the company's culture. View Details
      Keywords: Performance Evaluation; Employee Relationship Management; Decision Making; Interpersonal Communication; Organizational Culture; Retail Industry; Latin America; Argentina
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      Margolis, Joshua D., Fernanda Miguel, and Mariana Cal. "Karen Bruck: Growing Managers at MercadoLibre." Harvard Business School Case 421-013, July 2020.
      • July 2020
      • Case

      Kathy Fish at Procter & Gamble: Navigating Industry Disruption by Disrupting from Within

      By: Emily Truelove, Linda A. Hill and Emily Tedards
      When Kathy Fish, Procter & Gamble’s Chief Research, Development & Innovation Officer, and a 40-year company veteran, stepped into her role in 2014, she was concerned that the world’s leading consumer packaged goods company had lost its capability to produce a steady... View Details
      Keywords: Female Protagonist; Organizational Change; Organizational Behavior; Culture Change; Digital; Innovation; Lean Startup; Experimentation; Metrics; Consumer Packaged Goods (CPG); Leadership; Leading Change; Change Management; Organizational Culture; Organizational Change and Adaptation; Disruption; Innovation and Invention; Digital Transformation
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      Truelove, Emily, Linda A. Hill, and Emily Tedards. "Kathy Fish at Procter & Gamble: Navigating Industry Disruption by Disrupting from Within." Harvard Business School Case 421-012, July 2020.
      • July 2020
      • Case

      Driving Transformation at the Majid Al Futtaim Group

      By: Suraj Srinivasan and Esel Çekin
      The case opens with Alain Bejjani, CEO of Majid Al Futtaim (MAF) Holding, anticipating on the Group’s next phase in the multi-year transformation journey and reflecting on the initiatives he implemented to create the Group’s growth-oriented culture. Founded in 1995,... View Details
      Keywords: Transformation; Organizational Change and Adaptation; Organizational Culture; Growth and Development Strategy; Retail Industry; United Arab Emirates; Middle East; Dubai
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      Srinivasan, Suraj, and Esel Çekin. "Driving Transformation at the Majid Al Futtaim Group." Harvard Business School Case 121-002, July 2020.
      • Article

      Assessing the Value of Pediatric Aerodigestive Care

      By: Robert S. Kaplan, Chris Hartnick, Mahek Shah, Steven M. Coppess, Alisa Yamasaki, Kaalan E. Johnson, Jeremy Prager, Christopher T. Wootten, Thomas Gallagher and Evan Propst
      Leaders at six hospitals conducted a research study to assess and compare the health outcomes and costs of pediatric aerodigestive care. Four of the hospitals delivered care with an integrated practice unit (IPU) while two delivered care traditionally, with isolated... View Details
      Keywords: Time-Driven Activity-Based Costing; Value-based Health Care; Integrated Practice Unit; Health Care and Treatment; Cost Management; Performance Improvement
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      Kaplan, Robert S., Chris Hartnick, Mahek Shah, Steven M. Coppess, Alisa Yamasaki, Kaalan E. Johnson, Jeremy Prager, Christopher T. Wootten, Thomas Gallagher, and Evan Propst. "Assessing the Value of Pediatric Aerodigestive Care." NEJM Catalyst Innovations in Care Delivery 1, no. 4 (July–August 2020).
      • July 2020
      • Article

      Healthy Business? Managerial Education and Management in Healthcare

      By: Nicholas Bloom, Renata Lemos, Raffaella Sadun and John Van Reenen
      We investigate the link between hospital performance and managerial education by collecting a large database of management practices and skills in hospitals across nine countries. We find that hospitals that are closer to universities offering both medical education... View Details
      Keywords: Management; Hospitals; Mortality; Education; Health Care and Treatment; Performance Improvement; Business Education; Management Practices and Processes
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      Bloom, Nicholas, Renata Lemos, Raffaella Sadun, and John Van Reenen. "Healthy Business? Managerial Education and Management in Healthcare." Review of Economics and Statistics 102, no. 3 (July 2020): 506–517.
      • June 2020
      • Case

      Recovering Trust After Corporate Misconduct at Wells Fargo

      By: Suraj Srinivasan and Jonah S. Goldberg
      The case describes widespread misconduct at Wells Fargo Community Bank in the period leading up to 2017 and the company’s subsequent attempts to improve internal controls, company culture, and corporate governance. The case examines the potential causes of large scale... View Details
      Keywords: Corporate Misconduct; Internal Controls; Banks and Banking; Crime and Corruption; Corporate Governance; Organizational Culture; Governance Compliance; Management Systems; Organizational Change and Adaptation; Performance Improvement; Governing and Advisory Boards
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      Srinivasan, Suraj, and Jonah S. Goldberg. "Recovering Trust After Corporate Misconduct at Wells Fargo." Harvard Business School Case 120-128, June 2020.
      • June 2020
      • Supplement

      TransDigm in 2017: Congressional Hearing on the DoD Inspector General’s Report (5/15/19)

      By: Benjamin C. Esty
      This video accompanies the case, “TransDigm in 2017: The Beginning of the End or the End of the Beginning?” View Details
      Keywords: Value Capturing; Pricing Strategy; Supplier Power; Buyer Power; Porter's Five Forces; Bargaining Power; Monopoly; Aerospace; Acquisition Strategy; Value Drivers; Ethical Behavior; Regulation; Growth Strategy; Business Ethics; Defense; Procurement; Sustainability; Value Based Health Care; Acquisition; Ethics; Private Equity; Financial Strategy; Growth Management; Performance Evaluation; Business Strategy; Competitive Strategy; Horizontal Integration; Value Creation; Competitive Advantage; Aerospace Industry; Air Transportation Industry; United States
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      Esty, Benjamin C. "TransDigm in 2017: Congressional Hearing on the DoD Inspector General’s Report (5/15/19)." Harvard Business School Multimedia/Video Supplement 720-856, June 2020.
      • June 2020
      • Background Note

      Customer Management Dynamics and Cohort Analysis

      By: Elie Ofek, Barak Libai and Eitan Muller
      The digital revolution has allowed companies to amass considerable amounts of data on their customers. Using this information to generate actionable insights is fast becoming a critical skill that firms must master if they wish to effectively compete and win in today’s... View Details
      Keywords: Cohort Analysis; Customers; Analytics and Data Science; Segmentation; Analysis; Customer Value and Value Chain
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      Ofek, Elie, Barak Libai, and Eitan Muller. "Customer Management Dynamics and Cohort Analysis." Harvard Business School Background Note 520-122, June 2020.
      • Article

      Are Cost Advantages from a Modern Indian Hospital Transferable to the United States?

      By: R. S. Kaplan, F. Erhun, V.G. Narayanan, B. Mistry and K. Brayton, et al
      We use time-driven activity-based costing to estimate the cost of personnel and space for an elective coronary artery bypass graft (CABG) surgery at two U.S. hospitals, Intermountain and Baylor Heart, and Narayana Health (NH), in India. All three hospitals use modern... View Details
      Keywords: Time-Driven Activity-Based Costing; Health Care and Treatment; Cost; Organizational Structure; Performance Efficiency; India; United States
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      Kaplan, R. S., F. Erhun, V.G. Narayanan, B. Mistry, and K. Brayton, et al. "Are Cost Advantages from a Modern Indian Hospital Transferable to the United States?" American Heart Journal 224 (June 2020): 148–155.
      • June 2020
      • Article

      How Scheduling Can Bias Quality Assessment: Evidence from Food Safety Inspections

      By: Maria Ibanez and Michael W. Toffel
      Accuracy and consistency are critical for inspections to be an effective, fair, and useful tool for assessing risks, quality, and suppliers—and for making decisions based on those assessments. We examine how inspector schedules could introduce bias that erodes... View Details
      Keywords: Assessment; Bias; Inspection; Scheduling; Econometric Analysis; Empirical Research; Regulation; Health; Food; Safety; Quality; Performance Consistency; Governing Rules, Regulations, and Reforms
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      Ibanez, Maria, and Michael W. Toffel. "How Scheduling Can Bias Quality Assessment: Evidence from Food Safety Inspections." Management Science 66, no. 6 (June 2020): 2396–2416. (Revised February 2019. Featured in Harvard Business Review, Forbes, Food Safety Magazine, Food Safety News, and KelloggInsight. (2020 MSOM Responsible Research Finalist.))
      • Article

      The Inpatient Discharge Lounge as a Potential Mechanism to Mitigate Emergency Department Boarding and Crowding

      By: Brian Franklin, Sharif Vakili, Robert S. Huckman, Sarah Hosein, Nicholas Falk, Katherine Cheng, Maria Murray, Sheila Harris, Charles A. Morris and Eric Goralnick
      Delayed access to inpatient beds for admitted patients contributes significantly to emergency department (ED) boarding and crowding, which have been associated with deleterious patient safety effects. To expedite inpatient bed availability, some hospitals have... View Details
      Keywords: Health Care Delivery; Emergency Room; Operations Improvement; Operations Management; Health Care and Treatment; Service Delivery; Operations; Management; Performance Improvement; Service Operations
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      Franklin, Brian, Sharif Vakili, Robert S. Huckman, Sarah Hosein, Nicholas Falk, Katherine Cheng, Maria Murray, Sheila Harris, Charles A. Morris, and Eric Goralnick. "The Inpatient Discharge Lounge as a Potential Mechanism to Mitigate Emergency Department Boarding and Crowding." Annals of Emergency Medicine 75, no. 6 (June 2020): 704–714.
      • May 2020
      • Teaching Note

      Danone: Changing the Food System

      By: David E. Bell, Federica Gabrieli, Daniela Beyersdorfer, Amy Klopfenstein and Aldo Sesia
      Teaching Note for HBS No. 520-053.
      This is a teaching note for the case “Danone: Changing the Food System?” The case examines the efforts of one of the world’s largest food and beverage companies to resolve the social, environmental, and economic issues within... View Details
      Keywords: Food; Goods and Commodities; Agribusiness; Animal-Based Agribusiness; Plant-Based Agribusiness; Strategy; Corporate Strategy; Environmental Management; Environmental Sustainability; Climate Change; Agriculture and Agribusiness Industry; Food and Beverage Industry; Europe; France; Paris
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      Bell, David E., Federica Gabrieli, Daniela Beyersdorfer, Amy Klopfenstein, and Aldo Sesia. "Danone: Changing the Food System." Harvard Business School Teaching Note 520-066, May 2020.
      • May 2020
      • Teaching Note

      Baskits Inc.

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS Case No. 217-001. Robin Kovitz (MBA 2007) acquired Baskits, a Canadian gift basket company, in October of 2014. The business was highly seasonal with two-thirds of its sales occurring in November and December. Baskits dealt with its seasonality... View Details
      Keywords: Operations; Performance Improvement; Canada
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Baskits Inc." Harvard Business School Teaching Note 220-086, May 2020.
      • May 2020
      • Teaching Note

      Chem-Ecol

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Dahra Allen acquired Chem-Ecol, a machine oil recycling business, for C$13.3 million in December of 2012. Allen decided to hire a sales director and the case discussion largely focuses on selecting the sales director from her short-list of five candidates. During the... View Details
      Keywords: Salesforce Management; Selection and Staffing; Sales; Performance Improvement; Canada
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Chem-Ecol." Harvard Business School Teaching Note 220-084, May 2020.
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