Strategic Planning - Publications - Faculty & Research - Harvard Business School

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October 1995 (Revised March 1996)
Case

Executive Shirt Company, Inc.

By: Janice H. Hammond and Sylvie Ryckebusch

The Executive Shirt Co. is contemplating a move into custom-made shirts. The company's general manager has charged two of his managers to come up with plans for incorporating production of custom shirts into the existing manufacturing process. View Details

Keywords: Change Management; Production; Strategic Planning; Expansion; Apparel and Accessories Industry; United States

October 14, 2019
Article

Designing Better Online Review Systems

By: Geoff Donaker, Hyunjin Kim and Michael Luca

Online reviews are transforming the way consumers choose products and services of all sorts. We turn to TripAdvisor to plan a vacation, Zocdoc to find a doctor, and Yelp to choose a new restaurant. Reviews can create value for buyers and sellers alike, but only if they... View Details

Keywords: Reviews; Internet and the Web; Design; Quality; Reputation

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May 2003 (Revised March 2006)
Case

Carol Fishman Cohen: Professional Career Reentry (A)

By: Myra M. Hart, Robin J. Ely and Susan Wojewoda

Explores the career challenges facing highly successful women who leave the full-time workforce for several years to manage family commitments. Carol Cohen is a 1985 Harvard MBA who has professional line experience in a manufacturing environment, followed by a... View Details

Keywords: Work-Life Balance; Family and Family Relationships

June 1991 (Revised February 1999)
Case

Willow Creek Community Church (A)

By: Leonard A. Schlesinger

Describes the historic evolution and current positioning of a Christian church which focuses on the attraction of "unchurched" individuals. Describes the church's strategic service vision and its current growth and leadership problems. View Details

Keywords: Mission and Purpose; Strategic Planning; Social Enterprise; Marketing Strategy; Growth Management; Religion; Service Industry

March 1990 (Revised June 1991)
Case

IBM Corp.: ""Make It Your Business"" (A)

By: Robert L. Simons

In 1987, IBM changed its strategy in an attempt to become a market-driven company rather than a product-driven company. The case begins with a description of the new strategy and the reasons for the change and then describes the top-down sales planning and quota system... View Details

Keywords: Commercialization; Competitive Advantage; Business Strategy; Goals and Objectives; Strategic Planning; Motivation and Incentives; Sales; Volatility; System; Information Technology Industry

January 2002
Case

DeRemate.com: Building a Latin American Internet Auction Site

Analyzes the strategic decision-making process in terms of market forces and short-term growth for an online trading community site in Latin America. A major competitor to E-bay, DeRemate.com is contemplating expansion throughout Latin America. View Details

Keywords: Strategic Planning; Competition; Expansion; Internet and the Web; Auctions; Latin America

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April 2020
Teaching Plan

Malcolm Turner at Vanderbilt

By: David G. Fubini, Amy Klopfenstein and James Barnett

This teaching plan serves as a supplement to the case “Malcolm Turner at Vanderbilt,” HBS 420-024. The case examines the early decisions of Vanderbilt University’s new athletic director, Malcolm Turner. A newcomer to college athletics, Turner made a series of... View Details

Keywords: Organizations; Organizational Change and Adaptation; Organizational Culture; Sports; Planning; Strategic Planning; Education; Higher Education; Leadership; Leadership Style; Leading Change; Education Industry; Sports Industry; Tennessee

August 2013 (Revised November 2015)
Case

Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?

By: Luis M. Viceira and Emily A. Chien

In November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in... View Details

Keywords: Risk Management; Asset Management; Insurance; Retirement; Financial Services Industry; Insurance Industry

November 2006 (Revised August 2009)
Case

Malaysia: Halfway to 2020

By: Richard H.K. Vietor

This country case on Malaysia extends forward by seven years the case “Malaysia: Capital and Control” (702-040). It is based on Malaysia's ninth plan, which took effect in 2006. The ninth plan proposed five thrusts—moving the economy to higher value-added goods and... View Details

Keywords: Developing Countries and Economies; Growth and Development Strategy; Strategic Planning; Welfare; Equality and Inequality; Malaysia

November – December 2008
Article

Chief Risk Officers at Crunch Time: Compliance Champions or Business Partners?

By: Anette Mikes

Risk management departments in financial institutions have been undergoing major transformations. New regulatory requirements have raised the bar on compliance, and expanded the remit of risk management significantly. The compliance imperative requires banks to... View Details

Keywords: Banks and Banking; Corporate Governance; Governance Compliance; Governing Rules, Regulations, and Reforms; Managerial Roles; Risk Management; Partners and Partnerships

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12 Sep 2023
Cold Call Podcast

Can Remote Surgeries Digitally Transform Operating Rooms?

Keywords: Health

October 1978 (Revised March 1987)
Background Note

Note on Market Definition and Segmentation

Outlines the problems involved in defining "markets" for purposes of 1) developing competitive strategies, 2) measuring market share, and 3) evaluating the extent of competition. The primary focus is on strategic planning--specifically, the questions of delimiting the... View Details

Keywords: Strategic Planning; Markets; Segmentation

2011
Teaching Note

UFIDA (D) (TN)

By: F. Warren McFarlan, Ping He, Xiohua Wu and Lijuan Liu

This case describes the financing decisions of a software company at difference stages of its development. Started from 1988 as an individual business, along with the "Reform and Open" policy of China, the firm has experienced tremendous growth, and has become a... View Details

Keywords: Accounting; Computer Software; Emerging Markets; Financial Strategy; IPO; Investments; China; Applications and Software; China

Teaching Interest

General Management Program (GMP)

By: Stefan H. Thomke

As global business challenges become more complex, companies are turning to exceptional general managers who can take on greater cross-functional responsibilities and contribute to corporate growth on a more strategic level. Moving beyond your field of expertise,... View Details

February 2025
Teaching Note

Influencer-Led Brand Building: Hairitage and the McKnights

By: William R. Kerr and James Palano

Teaching Note for HBS Case No. 825-066. Mindy McKnight started in 2009 as an early influencer on social media whose videos of creative hairstyles for girls launched her family on an entrepreneurship journey. The McKnights transitioned from YouTube ad revenue to brand... View Details

Keywords: Family Business; Social Media; Entrepreneurship; Brands and Branding; Product Launch; Power and Influence; Expansion; Beauty and Cosmetics Industry

September 1991 (Revised January 1992)
Case

Allegheny Ludlum: Research and Engineering Resource Allocation

By: Dorothy Leonard-Barton and Geoffrey K. Gill

Allegheny Ludlum's (AL) technical vice president, Jack Shilling faces the task of determining how to allocate engineering resources among five areas of technology. AL's technology organization has great strategic importance and has therefore been untouched by the... View Details

Keywords: Engineering; Resource Allocation; Information Technology; Policy; Leadership; Decisions; Competency and Skills; Projects; Joint Ventures; Strategy; Electronics Industry; Technology Industry

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May 1985 (Revised March 1993)
Case

General Electric Co.--1984

By: Francis Aguilar and Richard G. Hamermesh

Describes the first four years of Jack Welch's tenure as CEO of the General Electric Co. Deals with the ways Welch has tried to change GE's strategy and planning activities and his attempts to make the company more entrepreneurial. View Details

Keywords: Management Teams; Management Style; Change Management; Strategic Planning; Corporate Strategy; Corporate Entrepreneurship; Organizational Change and Adaptation

September 2024 (Revised December 2024)
Case

Sona Comstar and Blackstone: Unlocking Value Through Business Transformation

By: Ranjay Gulati and Kanika Jain

Private equity firm Blackstone’s majority investment in automotive systems manufacturer Sona Comstar had culminated in the largest IPO in the Indian auto components industry in 2021, with stellar returns for all involved. This EV supplier was the result of a 2019... View Details

Keywords: Strategy; Decision Making; Engineering; Management; Risk and Uncertainty; Private Equity; Mergers and Acquisitions; Initial Public Offering; Auto Industry; Manufacturing Industry; Technology Industry; Asia; Southeast Asia

October 2021 (Revised March 2022)
Supplement

PittaRosso: Artificial Intelligence-Driven Pricing and Promotion

By: Ayelet Israeli and Fabrizio Fantini

PittaRosso, a traditional Italian shoe retailer, is implementing an AI system to provide pricing and promotion recommendations. The system allows them to implement changes that would affect both the top of funnel and bottom of funnel activities for the company: once... View Details

11 Apr 2007
Research & Ideas

Adding Time to Activity-Based Costing

on now? A: I hope to work with companies to learn more about how to use the TDABC model to link strategic planning and operational budgeting. This work is central to the next book, which Dave Norton and I... View Details

Keywords: by Sarah Jane Gilbert

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