Strategy And Performance Measurement - Publications - Faculty & Research

August 2008 (Revised June 2012)
Case

Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy

In early July of 2008, William (Bill) Jacques, Chief Investment Officer at Martingale Asset Management, a quantitative value-oriented investment manager in Boston, Massachusetts, was busy preparing for an upcoming meeting with the group that made new product decisions... View Details

Keywords: Volatility; Asset Management; Stocks; Financial Strategy; Investment Funds; Product Development

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Making Strategic Trade-offs - Institute For Strategy And Competitiveness

They create the need for choice and protect against repositioners and straddlers. More about Strategic Positioning “The sign of a good strategy is that it makes some customers... View Details

2013
Working Paper

The Appeal of the Appropriate: Accounting, Risk Management, and the Competition for the Supply of Control Systems

By: Anette Mikes

How do certain risk measurements in organizations come to be seen as more reliable and acceptable than others? Taking a multiple-control perspective, I investigate the aftermath of a control debacle at a financial services company (MultiBank), focusing on its insurance... View Details

Keywords: Management Control Systems; Multiple Control Systems; Interactive Control Systems; Performance Measurement; Risk Measurement; Financialization Of Accounting; Institutional Logics; Banking; Risk Management; Fair Value Accounting; Insurance; Financial Services Industry

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10 Nov 2003
Research & Ideas

Globalization: The Strategy of Differences

77 percent of its profits from outside North America. But Goizueta's strategy soon ran into trouble, due in large part to the Asian currency crisis. By the end of 1999, when Douglas Daft took the reins, earnings had slumped, View Details

Keywords: by Pankaj Ghemawat

January 2008
Article

Putting Leadership Back into Strategy

By: Cynthia A. Montgomery

In recent decades an infusion of economics has lent the study of strategy much needed theory and empirical evidence. Strategy consultants, armed with frameworks and techniques, have stepped forward to help managers analyze their industries and position their companies... View Details

Keywords: Leadership; Growth and Development Strategy; Managerial Roles; Mission and Purpose; Organizational Change and Adaptation; Creativity; Competitive Strategy; Competitive Advantage

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November 2016 (Revised December 2020)
Case

Canada Mortgage and Housing Corporation in Motion

By: Boris Groysberg and Sarah L. Abbott

Evan Siddall, newly appointed CEO of Canada Mortgage Housing Corporation, a governmental organization focused on the residential housing market, is charged with leading change at the organization. The case follows this process of change step by step and looks at the... View Details

Keywords: Leadership, Personal Strategy ＆ Style; Government Organizations; Performance Management; Organizational Change And Transformation; Culture; Leading Change; Change; Organizational Change and Adaptation; Organizational Culture; Performance Evaluation; Government Administration; Risk Management; Restructuring; Leadership; Performance; Change Management; Financial Services Industry; Canada

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08 Aug 2005
Research & Ideas

A Balanced Scorecard Approach To Measure Customer Profitability

The Balanced Scorecard introduced customer metrics into performance management systems. Scorecards feature all manner of wonderful objectives relating to the customer value proposition and customer outcome... View Details

Keywords: by Robert S. Kaplan

30 Jan 2012
Research & Ideas

Measuring the Efficacy of the World’s Managers

Firms in the United States, Japan, and Germany tend to be managed especially well, while firms in Brazil, China, and India tend to be managed poorly. Those are among the initial findings of the World... View Details

Keywords: by Carmen Nobel

2017
Working Paper

Seeking to Belong: How the Words of Internal and External Beneficiaries Influence Performance

By: Paul Green, Francesca Gino and Bradley R. Staats

In this paper, we examine how connecting to beneficiaries of one’s work increases performance and argue that beneficiaries internal to an organization (i.e., one’s own colleagues) can serve as an important source of motivation, even in jobs that—on the surface—may seem... View Details

Keywords: Prosocial Motivation; Belongingness; Motivation; Job Design; Field Experiment; Motivation and Incentives; Strategy; Job Design and Levels

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2010
Working Paper

Disagreement about the Team's Status Hierarchy: An Insidious Obstacle to Coordination and Performance

By: Heidi K. Gardner

Hierarchies are pervasive in groups, generally providing clear guidelines for the dominance and deference behaviors that members are expected to show based on their relative ranks. But what happens when team members disagree about where each member ranks on the... View Details

Keywords: Performance Effectiveness; Groups and Teams; Behavior; Conflict and Resolution; Perception; Status and Position; Cooperation

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February 2004
Article

Measuring the Strategic Readiness of Intangible Assets

By: Robert S. Kaplan and David P. Norton

Keywords: Measurement and Metrics; Strategy; Assets

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January–February 2014
Article

Building a Game-Changing Talent Strategy

By: Douglas A. Ready, Linda A. Hill and Robert J. Thomas

When most of the world's financial services giants were stumbling and retrenching in the aftermath of the 2008 recession, the asset management firm BlackRock was busy charting a course for growth. Its revenues, profits, and stock price all performed consistently... View Details

Keywords: Talent and Talent Management; Success; Business Strategy; Financial Crisis; Financial Services Industry

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9 AM – 10 AM EST, 28 Feb 2017
Webinars: Trending@HBS

A Strategy for Leading Innovation

Creating a new business and optimizing an existing one are two fundamentally different management challenges. How can leaders meet the performance requirements of an existing business--one that is still thriving--while dramatically reinventing it? Govindarajan expands... View Details

2015
Working Paper

Competitiveness and Clusters: Implications for a New European Growth Strategy

By: Christian H.M. Ketels

This paper develops policy recommendations on the use of cluster-based economic policies and the adoption of a new concept of competitiveness in the context of the new growth path that WWWforEurope aims to outline.
A first section discusses and derives an... View Details

Keywords: Competitiveness; Clusters; Economic Policy; European Union; Competition; Industry Clusters; Policy; Economic Growth; European Union

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Health Care Curriculum - Institute For Strategy And Competitiveness

HBS ISC Health Care Health Care Value-Based Health Care Health Care Courses Fast Facts Health Care Courses Health Care Courses Executive Education Courses Health Care Curriculum Residents & Fellows Course Strategy for Health Care Delivery... View Details

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Social Progress Index - Institute For Strategy And Competitiveness

needs of its citizens, establish the building blocks that allow citizens and communities to enhance and sustain the quality of their lives, and create the conditions for all... View Details

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VBHCD Initiative - Institute For Strategy And Competitiveness

Kaplan’s research, Executive Education teaching, and consulting focus on linking cost and performance management systems to strategy... View Details

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Key Stakeholders - Institute For Strategy And Competitiveness

sustainable competition. Providers Stay competitive by adopting a strategic approach, restructuring the delivery of care, and measuring costs and outcomes to increase patient... View Details

September 2019
Case

Starling Trust Sciences: Measuring Trust in Organizations

By: Aiyesha Dey, Jonas Heese and James Weber

Stephen Scott needed to decide whether to keep his behavioral analytics startup in the people analytics sector or shift his company into the RegTech sector. Starling had develop technology that enabled its customers to anticipate and shape the behavior of their... View Details