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      • Faculty Publications  (464)

      Non-financial Performance MeasuresRemove Non-financial Performance Measures →

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      • October 2007 (Revised December 2008)
      • Case

      The Royal Bank of Scotland Group: The Human Capital Strategy

      By: Boris Groysberg and Eliot Sherman
      Describes the development and implementation of one of the world's most advanced human resource management support systems. The Royal Bank of Scotland Group is a global banking leader that began implementing a strategy for measuring the impact of human capital on... View Details
      Keywords: Financial Management; Human Resources; Human Capital; Management Systems; Measurement and Metrics; Performance Effectiveness; Strategy; Information Technology; Banking Industry
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      Groysberg, Boris, and Eliot Sherman. "The Royal Bank of Scotland Group: The Human Capital Strategy." Harvard Business School Case 408-060, October 2007. (Revised December 2008.)
      • 2007
      • Working Paper

      Team Familiarity, Role Experience, and Performance: Evidence from Indian Software Services

      By: Robert S. Huckman, Bradley R. Staats and David M. Upton
      Much of the literature on team learning views experience as a unidimensional concept captured by the cumulative production volume of, or the number of projects completed by, a team. Implicit in this approach is the assumption that teams are stable in their membership... View Details
      Keywords: Experience and Expertise; Learning; Performance Improvement; Projects; Groups and Teams; Familiarity; Information Technology Industry; India
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      Huckman, Robert S., Bradley R. Staats, and David M. Upton. "Team Familiarity, Role Experience, and Performance: Evidence from Indian Software Services." Harvard Business School Working Paper, No. 08-019, September 2007. (Revised February 2008, July 2008.)
      • June 2007
      • Case

      AARP Foundation (A)

      By: Srikant M. Datar, Herman B. Leonard, Marc J. Epstein and Thomas Goodwin
      AARP Foundation--a leading non-profit corporation--must create a new "Dashboard" performance measurement tool to track the effectiveness of its new strategic plan. View Details
      Keywords: Management Analysis, Tools, and Techniques; Performance Effectiveness; Performance Evaluation; Strategic Planning; Nonprofit Organizations; Welfare; Business Strategy
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      Datar, Srikant M., Herman B. Leonard, Marc J. Epstein, and Thomas Goodwin. "AARP Foundation (A)." Harvard Business School Case 107-051, June 2007.
      • June 2007
      • Article

      Efficient Kidney Exchange: Coincidence of Wants in a Structured Market

      By: A. E. Roth, Tayfun Sonmez and M. Utku Unver
      Patients needing kidney transplants may have donors who cannot donate to them because of blood or tissue incompatibility. Incompatible patient-donor pairs can exchange donor kidneys with other pairs only when there is a "double coincidence of wants." Developing... View Details
      Keywords: Organizational Structure; Size; Emotions; Human Needs; Health Care and Treatment; Health Testing and Trials; Infrastructure; Supply Chain Management; Fairness; Performance Improvement; Health Industry
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      Roth, A. E., Tayfun Sonmez, and M. Utku Unver. "Efficient Kidney Exchange: Coincidence of Wants in a Structured Market." American Economic Review 97, no. 3 (June 2007): 828–851.
      • June 2007
      • Article

      What Is the Impact of Software Patent Shifts? Evidence from Lotus v. Borland

      By: Josh Lerner and Feng Zhu
      Economists have debated the extent to which strengthening patent protection spurs or detracts from technological innovation. This paper examines the reduction of software copyright protection in the Lotus v. Borland decision. If patent and copyright protections are... View Details
      Keywords: Applications and Software; Patents; Information Technology; Information Technology Industry
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      Lerner, Josh, and Feng Zhu. "What Is the Impact of Software Patent Shifts? Evidence from Lotus v. Borland." International Journal of Industrial Organization 25, no. 3 (June 2007): 511–529. (Earlier version distributed as National Bureau of Economic Research Working Paper No. 11168.)
      • 2007
      • Chapter

      Measuring Performance

      By: Herman B. Leonard
      Keywords: Performance Productivity; Measurement and Metrics
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      Leonard, Herman B. "Measuring Performance." In Entrepreneurship in the Social Sector, by Jane Wei-Skillern, James Austin, Herman Leonard, and Howard Stevenson. Sage Publications, 2007.
      • April 2007
      • Article

      The Structure, Size, and Performance of Corporate Headquarters

      By: David J. Collis, David Young and Michael Goold
      Keywords: Size; Performance; Business Ventures
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      Collis, David J., David Young, and Michael Goold. "The Structure, Size, and Performance of Corporate Headquarters." Strategic Management Journal 28, no. 4 (April 2007): 383–405.
      • February 2007
      • Tutorial

      Measuring Marketing Performance

      By: John A. Quelch
      In many organizations, marketing exists far from the executive suite and the boardroom. This tutorial instructs students how to improve the link between high level corporate strategy and the marketing function. First, students are exposed to three companies in which... View Details
      Keywords: Marketing Strategy; Corporate Strategy; Performance Evaluation
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      "Measuring Marketing Performance." Harvard Business School Tutorial 507-701, February 2007.
      • 2007
      • Working Paper

      Retail Market Structure and Dynamics: A Three Country Comparison of Japan, the U.K. and the U.S.

      By: Jonathan Haskel, Ron S. Jarmin, Kazuyuki Motohashi and Raffaella Sadun
      This paper compares structure and dynamics of the Retail Trade Sectors in Japan, the U.K. and the U.S. This is done using confidential establishment and firm level data for each country. By using micro data we are able to perform much more detailed comparisons than... View Details
      Keywords: Industry Structures; Market Entry and Exit; Jobs and Positions; Size; Performance Productivity; Japan; United Kingdom; United States
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      Haskel, Jonathan, Ron S. Jarmin, Kazuyuki Motohashi, and Raffaella Sadun. "Retail Market Structure and Dynamics: A Three Country Comparison of Japan, the U.K. and the U.S." LSE/Ceriba Mimeo, January 2007. (Slides.)
      • December 2006 (Revised February 2007)
      • Case

      Opportunity International: Measurement and Mission

      By: Herman B. Leonard, Marc J. Epstein and Melissa Tritter
      After a "first career" in business, HBS graduate Christopher Crane becomes CEO of a worldwide microfinance network. The organization's twin challenges are: 1) developing metrics to give it an accurate picture of its situation and impacts, and 2) generating rapid... View Details
      Keywords: Microfinance; Measurement and Metrics; Problems and Challenges; Growth and Development Strategy; Business and Stakeholder Relations; Business Model; Nonprofit Organizations; Philanthropy and Charitable Giving; Financial Services Industry
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      Leonard, Herman B., Marc J. Epstein, and Melissa Tritter. "Opportunity International: Measurement and Mission." Harvard Business School Case 307-067, December 2006. (Revised February 2007.)
      • November–December 2006
      • Article

      Customer Metrics and Their Impact on Financial Performance

      By: Sunil Gupta and Valarie Zeithaml
      Keywords: Customers; Measurement and Metrics; Finance; Performance
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      Gupta, Sunil, and Valarie Zeithaml. "Customer Metrics and Their Impact on Financial Performance." Special 25th Anniversary Issue. Marketing Science 25, no. 6 (November–December 2006): 718–739.
      • September 2006 (Revised October 2007)
      • Case

      Shinsei Bank: Developing an Integrated Firm

      By: Thomas J. DeLong and Masako Egawa
      Tom Pedersen, newly appointed chief learning officer (CLO) of Shinsei Bank in Japan, pondered how he could facilitate development of an integrated culture and transformation of the organization. Shinsei Bank had not developed longstanding tradition or a strong... View Details
      Keywords: Integration; Mission and Purpose; Organizational Change and Adaptation; Talent and Talent Management; Organizational Culture; Performance Evaluation; Cooperation; Diversity; Japan
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      DeLong, Thomas J., and Masako Egawa. "Shinsei Bank: Developing an Integrated Firm." Harvard Business School Case 407-006, September 2006. (Revised October 2007.)
      • May – June 2006
      • Article

      Choose the Right Measures, Drive the Right Strategy

      By: Dennis Campbell
      Metrics overload is a common problem that can have serious consequences: Specifically, it can make it difficult for employees to see what actions they should take to execute strategic objectives. Having too many metrics dilutes the focus and invariably means many are... View Details
      Keywords: Measurement and Metrics; Strategy; Employees; Customer Satisfaction
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      Campbell, Dennis. "Choose the Right Measures, Drive the Right Strategy." Balanced Scorecard Report (May–June 2006).
      • 2006
      • Working Paper

      Too Motivated?

      By: Eric J. Van den Steen

      I show that an agent's motivation to do well (objectively) may be unambiguously bad in a world with differing priors, i.e., when people openly disagree on the optimal course of action. The reason is that an agent who is strongly motivated is more likely to follow... View Details

      Keywords: Governance Controls; Employees; Wages; Measurement and Metrics; Outcome or Result; Performance; Agency Theory; Motivation and Incentives
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      Van den Steen, Eric J. "Too Motivated?" Sloan School of Management Working Paper, No. 4547-05, April 2006. (Available at SSRN.)
      • March 2006
      • Module Note

      Financing Decisions within the Firm

      By: Mihir A. Desai and Kathleen Luchs
      Describes a core module in the International Finance course at Harvard Business School. The module focuses on the financial and managerial issues that confront managers who make financial decisions within multinational firms: how subsidiaries should be financed and... View Details
      Keywords: Decisions; International Finance; Taxation; Business Subsidiaries; Multinational Firms and Management; Framework; Performance Evaluation; Management Analysis, Tools, and Techniques
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      Desai, Mihir A., and Kathleen Luchs. "Financing Decisions within the Firm." Harvard Business School Module Note 206-124, March 2006.
      • November 2005 (Revised July 2006)
      • Background Note

      Understanding Economic Value Added

      By: Mihir A. Desai, Fabrizio Ferri and Steve Treadwell
      Explores the concept of economic value added (EVA) and its practical applications as a management control system for performance measurement and incentive compensation. Explains how EVA is measured and explores some of the adjustments to financial statements that are... View Details
      Keywords: Value
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      Desai, Mihir A., Fabrizio Ferri, and Steve Treadwell. "Understanding Economic Value Added." Harvard Business School Background Note 206-016, November 2005. (Revised July 2006.)
      • November 2005
      • Case

      Playgrounds and Performance: Results Management at KaBOOM! (A)

      By: Herman B. Leonard, Marc J. Epstein and Laura Winig
      KaBOOM!, a successful playground-building social enterprise funded through corporate partnerships, wants to develop a performance measurement system that will enable the organization to expand its impact substantially. The board of directors and management are trying... View Details
      Keywords: Governing and Advisory Boards; Growth and Development Strategy; Social Enterprise; Performance Evaluation; Management Systems; Design; Construction Industry
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      Leonard, Herman B., Marc J. Epstein, and Laura Winig. "Playgrounds and Performance: Results Management at KaBOOM! (A)." Harvard Business School Case 306-031, November 2005.
      • February 2005 (Revised November 2012)
      • Case

      Chuck's Wagon Inc.

      By: Paul W. Marshall and Derek Lewis
      This case describes the experiences of an HBS student as he takes on the challege of transitioning from an intern to a president at a small consumer packaged goods firm in Southern Texas. This HBS student is confronted with the opportunity to perform an operational and... View Details
      Keywords: Consumer Goods; Operations Strategy; Executive Development; Strategy; Small Business; Production; Transformation; Management Skills; Financial Strategy; Consumer Products Industry; Texas
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      Marshall, Paul W., and Derek Lewis. "Chuck's Wagon Inc." Harvard Business School Case 805-100, February 2005. (Revised November 2012.)
      • December 2004
      • Teaching Note

      Yield Curves and Bond Ratings Tutorial (TN)

      By: William E. Fruhan Jr.
      Teaching Note to (9-204-712). View Details
      Keywords: Internet and the Web; Education; Debt Securities; Service Operations; Measurement and Metrics; Performance Evaluation; Education Industry
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      Fruhan, William E., Jr. "Yield Curves and Bond Ratings Tutorial (TN)." Harvard Business School Teaching Note 205-051, December 2004.
      • October 2004 (Revised September 2005)
      • Case

      Sonoco Products Company (A): Building a World-Class HR Organization

      By: David A. Thomas, Boris Groysberg and Cate Reavis
      Describes the steps the vice-president of human resources takes in revamping an HR function that was noncooperative and, at times, competitive and introducing the company to the notion of HR as a strategic business partner. Explores changes made to the company's... View Details
      Keywords: Human Resources; Compensation and Benefits; Management Succession; Measurement and Metrics; Organizational Change and Adaptation; Performance; Partners and Partnerships; Business Strategy
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      Thomas, David A., Boris Groysberg, and Cate Reavis. "Sonoco Products Company (A): Building a World-Class HR Organization." Harvard Business School Case 405-009, October 2004. (Revised September 2005.)
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