Publications

August 2023
Teaching Note

Vanderbilt: Transforming an Academic Health Care Delivery System, 2020

By: Michael E. Porter, Robert S. Kaplan, Mary L. Witkowski and David N. Bernstein

Teaching Note for HBS Case No. 724-373. View Details

Keywords: Health Care; Health Care Industry; Academic Medicine; Value-based Health Care; Value-based Healthcare; Health Care Delivery; Service Delivery; Transformation; Health Care and Treatment; Corporate Strategy; Leadership; Health Industry; Tennessee; United States

Web

Finance Awards & Honors - Faculty & Research

Award in the Finance, Accounting and Control category for “Valuing Snap After the IPO Quiet Period (A)” with Marco Di Maggio and Greg Saldutte (HBS Case 218-095). Victoria Ivashina : Received the Robert F. Greenhill Award for Outstanding... View Details

June 2005
Teaching Note

Accounting Fraud at WorldCom (TN)

By: Robert S. Kaplan

Teaching Note to (9-104-071). View Details

Keywords: Accounting Audits; Financial Reporting; Financial Statements; Accounting; Crime and Corruption; Governing and Advisory Boards; Telecommunications Industry

February 1995 (Revised June 1999)
Case

Chemical Bank: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Norman Klein

The retail bank division of Chemical Bank faces declining margins and increased competition in its credit and deposit gathering and processing business. It wishes to implement a new strategy to become a preferred financial service provider to target customer groups.... View Details

Keywords: Balanced Scorecard; Adoption; Growth and Development Strategy; Communication Strategy; Customer Relationship Management; Management Systems; Performance Evaluation; Banks and Banking; Measurement and Metrics; Banking Industry

Article

Measuring and Managing Customer Profitability

By: Robert S. Kaplan and V.G. Narayanan

Keywords: Measurement and Metrics; Management; Customers; Profit

September 2014 (Revised March 2016)
Case

Mayo Clinic: The 2020 Initiative

By: Regina E. Herzlinger, Robert S. Huckman and Jenny Lesser

Describes the challenges facing Dr. John Noseworthy, President and CEO, in implementing a long-term strategy for the growth of the Mayo Clinic—a leading academic medical center with a reputation for excellence in tertiary and quaternary health care. The case highlights... View Details

Keywords: Health; Health Care Industry; Health Care Policy; Health Care and Treatment; Health Industry; United States

October 2016
Case

Addicaid: Scaling a Digital Platform for Addiction Wellness and Recovery

By: Robert S. Huckman and Sarah Mehta

In 2013, Sam Frons founded Addicaid—a mobile application (app) that allowed people in addiction recovery to track their progress, check in with counselors, and connect with others in recovery programs. The app was grounded in cognitive behavioral therapy and used the... View Details

Keywords: Digital Health Interventions; Substance Use Disorder; Addiction Treatment; Addiction Recovery; Scale; Innovation; Health; Health Disorders; Health Industry; New York (city, NY)

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

Credential of Leadership, Impact, and Management in Business | HBS Online

Christensen Distinguished Management Educator Joshua Margolis Credential of Leadership, Impact, and Management in Business James Dinan and Elizabeth Miller Professor of Business Administration Anthony Mayo Credential of Leadership, Impact, and Management in Business... View Details

1974
Chapter

Management Accounting in Hospitals: A Case Study

By: Robert S. Kaplan

Keywords: Accounting; Health Industry

February 2010 (Revised May 2010)
Case

Jet Propulsion Laboratory

By: Robert S. Kaplan and Anette Mikes

The case, in a non-profit project-oriented setting, introduces fundamental risk management principles and processes that are easily applicable to private sector settings. Gentry Lee, senior systems engineer and de-facto chief risk officer, is applying a new... View Details

Keywords: Budgets and Budgeting; Governance; Leadership; Management Practices and Processes; Management Systems; Risk Management; Projects; Aerospace Industry; United States

Web

Harvard Business School

Crockett Post-Doctoral Fellow, Lecturer 2000 - 2002 Erika Hayes James Visiting Associate Professor 2008 - 2009 Michael D. Kimbrough Assistant, Associate Professor 2002 - 2010 Tsedal Neeley Associate Professor 2007 - present Laura Morgan View Details

1999
Book

Design of Cost Management Systems

By: Robin Cooper and Robert S. Kaplan

Keywords: Management Systems; Cost Management

2023
Working Paper

Accounting for Carbon Offsets – Establishing the Foundation for Carbon-Trading Markets

By: Robert S. Kaplan, Karthik Ramanna and Marc Roston

Tackling climate change requires reductions in current and future greenhouse gas (GHG) emissions as well as the removal of existing GHG from the atmosphere. Carbon-offset producers purport to provide such removals. But poor measurement practices and inadequate controls... View Details

Keywords: Carbon Offsetting; Climate Change; Environmental Regulation; Corporate Accountability

SSRN

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Entrepreneurial Management Awards & Honors - Faculty & Research

one of 100 Black Board Members Making a Difference by Board Prospects in 2024. Archie L. Jones : Received the 2024 Dr. James I. Cash Advancing Pathways Award. Olivia S. Kim : Winner of the 2024 Best Paper Award at the Red Rock Finance... View Details

Web

Negotiation, Organizations & Markets Awards & Honors - Faculty & Research

Economics Association for “Behavioral Hazard in Health Insurance” ( Quarterly Journal of Economics , November 2015) with K. Baicker and S. Mullainathan. 2015 Kathleen L. McGinn : Recipient of the 2015 Charles M. Williams Award for... View Details

May–June 1991
Article

Profit Priorities from Activity-Based Costing

By: Robin Cooper and Robert S. Kaplan

Keywords: Activity Based Costing and Management; Profit

2024
Working Paper

Principles and Content for Downstream Emissions Disclosures

By: Robert S. Kaplan and Karthik Ramanna

In a previous paper, we proposed the E-liability carbon accounting algorithm for companies to measure and subsequently reduce their own and their suppliers’ emissions. Some investors and stakeholders, however, want companies to also be accountable for downstream... View Details

Keywords: Carbon Emissions; Disclosure; Carbon Footprint; Climate Change; Measurement and Metrics; Corporate Disclosure; Environmental Sustainability; Corporate Social Responsibility and Impact