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      • Faculty Publications  (1,201)

      Organizational StrategyRemove Organizational Strategy →

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      • November 2017
      • Case

      Outrageous Ambition: Duke University

      By: William C. Kirby and Yuanzhuo Wang
      Duke University had grown from a one room schoolhouse in rural North Carolina in 1859 to one of the leading research universities in the U.S. and the world. Since the late 1950s, Duke’s leaders had consciously used the process of strategic planning to guide the... View Details
      Keywords: Duke University; University Governance; Internationalization; Duke Kunshan University; Interdisciplinarity; Higher Education; Interdisciplinary Studies; Global Strategy; Governing and Advisory Boards; Business History; Growth and Development Strategy; Organizational Design; Organizational Structure; Organizational Culture; Organizational Change and Adaptation; Strategic Planning; Education Industry; United States; China; Singapore
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      Kirby, William C., and Yuanzhuo Wang. "Outrageous Ambition: Duke University." Harvard Business School Case 318-043, November 2017.
      • November 2017 (Revised November 2021)
      • Case

      Irene Rosenfeld at Mondelēz International: Crafting a Corporate Strategy

      By: Raffaella Sadun, David J. Collis, Amram Migdal and Kerry Herman
      The case focuses on Irene Rosenfeld’s tenure as CEO of the global snack food company Mondelēz International. Beginning in 2006, she had led the company through many acquisitions, including France’s LU Biscuit and British confectionery company Cadbury, before, in 2012,... View Details
      Keywords: Snack Food; Snack; Global Snacking; Packaged Food; Consumer Packaged; Kraft Foods; Kraft; Agribusiness; Change; Change Management; Corporate Strategy; Transformation; Geography; Geographic Scope; Global Strategy; Leadership; Leadership Style; Leading Change; Management; Business or Company Management; Growth and Development Strategy; Management Style; Marketing; Brands and Branding; Demand and Consumers; Consumer Behavior; Organizational Change and Adaptation; Planning; Strategic Planning; Strategy; Food and Beverage Industry; Illinois
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      Sadun, Raffaella, David J. Collis, Amram Migdal, and Kerry Herman. "Irene Rosenfeld at Mondelēz International: Crafting a Corporate Strategy." Harvard Business School Case 718-403, November 2017. (Revised November 2021.)
      • November 2017
      • Supplement

      Merging American Airlines and US Airways (B)

      By: David G. Fubini, David A. Garvin and Carin-Isabel Knoop
      Exhibit to Merging American Airlines and US Airways (A) case. In February 2013, US Airways announced that it would merge with American Airlines to create the world’s largest airline. Doug Parker, the CEO of US Airways, would become CEO of the new American Airlines... View Details
      Keywords: Airlines; Merger; Takeover; Integration Strategy; Merger Integration; Mergers and Acquisitions; Decision Making; Governance; Management Teams; Operations; Organizational Culture; Air Transportation Industry; United States
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      Fubini, David G., David A. Garvin, and Carin-Isabel Knoop. "Merging American Airlines and US Airways (B)." Harvard Business School Supplement 418-036, November 2017.
      • Article

      Why Every Organization Needs an Augmented Reality Strategy

      By: Michael E. Porter and James E. Heppelmann
      While the physical world is three-dimensional, most data is trapped on two-dimensional pages and screens. This gulf between the real and digital worlds prevents us from fully exploiting the volumes of information now available to us. Augmented reality (AR), a set of... View Details
      Keywords: Technological Innovation; Innovation Strategy; Organizational Change and Adaptation; Performance Effectiveness
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      Porter, Michael E., and James E. Heppelmann. "Why Every Organization Needs an Augmented Reality Strategy." Harvard Business Review 95, no. 6 (November–December 2017): 46–57.
      • October 2017 (Revised August 2020)
      • Case

      RB

      By: Joshua Margolis, Vincent Dessain and Jerome Lenhardt
      As 2016 was approaching its end, Rakesh Kapoor, CEO of RB, one of the world’s major fast moving consumer goods (FMCG) companies, envisioned the prospect of a major acquisition that would add a line of health-related products that promised growth in the developing... View Details
      Keywords: Organization Behavior; Corporate Culture; Mergers & Acquisitions; Growth; Geographic Development; Mergers and Acquisitions; Organizational Change and Adaptation; Organizational Culture; Growth and Development Strategy; France
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      Margolis, Joshua, Vincent Dessain, and Jerome Lenhardt. "RB." Harvard Business School Case 418-033, October 2017. (Revised August 2020.)
      • October 2017 (Revised July 2018)
      • Case

      Data Science at Target

      By: Srikant M. Datar and Caitlin N. Bowler
      Paritosh Desai joined Target.com in 2013 as VP of Business Intelligence, Analytics & Testing to explore how the retailer could use its relatively small but thriving e-commerce arm to drive sales and win customers. The case explores the technological and organizational... View Details
      Keywords: Data Science; Analytics and Data Science; Organizational Change and Adaptation; Competitive Strategy; Problems and Challenges; Innovation Leadership
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      Datar, Srikant M., and Caitlin N. Bowler. "Data Science at Target." Harvard Business School Case 118-016, October 2017. (Revised July 2018.)
      • October 2017 (Revised October 2020)
      • Case

      Coaching Makena Lane

      By: Ethan Bernstein and Om Lala
      Makena Lane has a gift for producing results, even in the challenging retail context of the 2010s, but she also has a knack for “ruffling some feathers” in the process. Recruited to a Fortune 500 grocery and pharmacy retailer after climbing to Associate Principal in... View Details
      Keywords: Executive Coaching; Employee Promotions; Career Transition From Consulting To Operating Role; 360-degree Feedback; Retail; Organizational Behavior; Personal Strategy & Style; Mentoring; Coaching; Talent and Talent Management; Growth and Development; Employees; Leadership Style; Leadership Development; Management Style; Performance Evaluation; Personal Development and Career; Retail Industry; Australia; Europe; Canada; South Africa; United States; Asia
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      Bernstein, Ethan, and Om Lala. "Coaching Makena Lane." Harvard Business School Case 418-031, October 2017. (Revised October 2020.)
      • October 2017
      • Article

      Elevating Repositioning Costs: Strategy Dynamics and Competitive Interactions

      By: Anoop R. Menon and Dennis Yao
      This paper proposes an approach for modeling competitive interactions that incorporates the costs to firms of changing strategy. The costs associated with strategy modifications, which we term “repositioning costs,” are particularly relevant to competitive interactions... View Details
      Keywords: "Repositioning Costs; Strategy Dynamics; Strategic Interaction; Capabilities; Cost; Strategy; Change; Game Theory; Organizational Change and Adaptation
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      Menon, Anoop R., and Dennis Yao. "Elevating Repositioning Costs: Strategy Dynamics and Competitive Interactions." Strategic Management Journal 38, no. 10 (October 2017): 1953–1963.
      • 2017
      • Chapter

      On Hybrids and Hybrid Organizing: A Review and Roadmap for Future Research

      By: Julie Battilana, Marya Besharov and Bjoern Mitzinneck
      The purpose of this chapter is to advance research on hybrids by bringing together work from these multiple perspectives; identifying common themes in the antecedents, challenges, opportunities, and management strategies associated with hybridity and highlighting... View Details
      Keywords: Organizational Structure; Organizational Design; Research
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      Battilana, Julie, Marya Besharov, and Bjoern Mitzinneck. "On Hybrids and Hybrid Organizing: A Review and Roadmap for Future Research." Chap. 5 in The SAGE Handbook of Organizational Institutionalism. 2nd ed. Edited by Royston Greenwood, Christine Oliver, Thomas B. Lawrence, and Renate E. Meyer, 128–162. Thousand Oaks, CA: SAGE Publications, 2017.
      • October 2017
      • Article

      Toward a Prescriptive Theory of Dynamic Capabilities: Connecting Strategic Choice, Learning, and Competition

      By: Gary P. Pisano
      The field of strategy has mounted an enormous effort to understand, define, predict, and measure how organizational capabilities shape competitive advantage. While the notion that capabilities influence strategy dates back to the work of Andrews (1971, The Concept... View Details
      Keywords: Business Admnistration; Market Structure; Firm Structure; Market Efficiency; Competency and Skills; Organizational Structure; Strategy
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      Pisano, Gary P. "Toward a Prescriptive Theory of Dynamic Capabilities: Connecting Strategic Choice, Learning, and Competition." Industrial and Corporate Change 26, no. 5 (October 2017): 747–762.
      • September 2017 (Revised March 2023)
      • Case

      Careem: Raising a Unicorn

      By: Shikhar Ghosh and Alpana Thapar
      This case follows two ex-McKinsey consultants, Magnus Olsson and Mudassir Sheikha, who in search of their true purpose decide to found Careem, a Dubai-based ride-hailing service. Following its launch in July 2012, Careem experiences rapid growth of 30% per month in the... View Details
      Keywords: Entrepreneurship; Business Startups; Information Technology; Organizational Culture; Decision Making; Growth Management; Organizational Change and Adaptation; Transportation Industry; Technology Industry; Middle East; North Africa; United Arab Emirates
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      Ghosh, Shikhar, and Alpana Thapar. "Careem: Raising a Unicorn." Harvard Business School Case 818-022, September 2017. (Revised March 2023.)
      • September 2017 (Revised July 2018)
      • Case

      CyberArk: Protecting the Keys to the IT Kingdom

      By: Raffaella Sadun, David Yoffie and Margot Eiran
      CyberArk was the recognized leader in the Privileged Account Management (PAM) space, a cybersecurity subsegment it had essentially created to secure organizations’ IT systems and sensitive data. Over 17 years, the Israeli company had grown to a market capitalization of... View Details
      Keywords: Strategy; Growth and Development Strategy; Organizational Culture; Competitive Advantage; Information Technology; Cybersecurity; Information Technology Industry; Israel; United States
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      Sadun, Raffaella, David Yoffie, and Margot Eiran. "CyberArk: Protecting the Keys to the IT Kingdom." Harvard Business School Case 718-418, September 2017. (Revised July 2018.)
      • September 2017 (Revised January 2019)
      • Case

      FJ Management Inc.

      By: Lynda M. Applegate and Matthew G. Preble
      In late 2015, Crystal Call Maggelet, president and CEO of FJ Management, is working with her investment committee to help set the company’s strategic direction. Maggelet, daughter of the company’s founder, has led FJ Management since 2009 when she stepped in as CEO... View Details
      Keywords: Turnaround; Company History; Family Business; Transformation; Volatility; Change Management; Entrepreneurship; Ethics; Moral Sensibility; Values and Beliefs; Cash Flow; Insolvency and Bankruptcy; Financial Liquidity; Financial Management; Governance; Corporate Governance; Governance Controls; Leadership; Leading Change; Crisis Management; Negotiation; Organizational Change and Adaptation; Family Ownership; Business and Stakeholder Relations; Business Strategy; Energy Industry; Travel Industry; Retail Industry; Service Industry; Utah
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      Applegate, Lynda M., and Matthew G. Preble. "FJ Management Inc." Harvard Business School Case 818-028, September 2017. (Revised January 2019.)
      • 2017
      • Book

      The Language of Global Success: How a Common Tongue Transforms Multinational Organizations

      By: Tsedal Neeley

      For nearly three decades, English has been the lingua franca of cross-border organizations, yet studies on corporate language strategies and their importance for globalization have been scarce. In The Language of Global Success, Tsedal Neeley provides an... View Details

      Keywords: Communication; Residency; Corporate Strategy; Globalized Firms and Management; Cross-Cultural and Cross-Border Issues; Brazil; France; Germany; Indonesia; Japan; Taiwan; Thailand; United States
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      Neeley, Tsedal. The Language of Global Success: How a Common Tongue Transforms Multinational Organizations. Princeton, NJ: Princeton University Press, 2017.
      • September 2017
      • Article

      Winning the War for Talent: Modern Motivational Methods for Attracting and Retaining Employees

      By: Anais Thibault-Landry, Allan Schweyer and Ashley V. Whillans
      Given the struggle that many organizations face hiring and retaining talent in today's tight labor market, it is critical to understand how to effectively reward employees. To address this question, we review relevant evidence that explains the importance of workplace... View Details
      Keywords: Rewards; Total Reward Strategies; Incentives; Recognition; Motivation; Psychological Needs; Employees; Retention; Motivation and Incentives; Working Conditions
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      Thibault-Landry, Anais, Allan Schweyer, and Ashley V. Whillans. "Winning the War for Talent: Modern Motivational Methods for Attracting and Retaining Employees." Compensation & Benefits Review 49, no. 4 (September 2017): 230–246.
      • August 2017
      • Case

      Infection Control at Massachusetts General Hospital (Abridged)

      By: Robert S. Huckman and Nikolaos Trichakis
      The case explores the challenges facing Massachusetts General Hospital concerning the adoption of a new infection control policy, which promises to improve operational performance, patient safety, and profitability. The new policy requires coordination between... View Details
      Keywords: Safety; Organizational Change and Adaptation; Integration; Health Care and Treatment; Policy; Health Industry; Boston
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      Huckman, Robert S., and Nikolaos Trichakis. "Infection Control at Massachusetts General Hospital (Abridged)." Harvard Business School Case 618-018, August 2017.
      • August 2017 (Revised February 2023)
      • Case

      Managing Diversity and Inclusion at Yelp

      By: Michael Luca, Joshua Schwartzstein and Gauri Subramani
      This case explores the industry-wide lack of employee diversity in the technology sector and Yelp’s decision to take a leadership position in identifying strategies to increase diversity. The goal of the case is to provide an opportunity for students to develop a... View Details
      Keywords: Diversity; Employees; Leading Change; Strategy; Organizational Culture; Technology Industry
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      Luca, Michael, Joshua Schwartzstein, and Gauri Subramani. "Managing Diversity and Inclusion at Yelp." Harvard Business School Case 918-009, August 2017. (Revised February 2023.)
      • August 2017
      • Case

      RoboTech: Storming into the U.S. Market

      By: Christopher A. Bartlett, Rachel Gordon and John J. Lafkas
      This case describes the challenges facing the CEO of a small, Singapore-based industrial robotics company that decides to diversify away from its core industrial robot business by leveraging its expertise into the medical-devices industry. It launches an innovative... View Details
      Keywords: Market Entry and Exit; Diversification; Product Launch; Competitive Strategy; Globalized Firms and Management; Medical Devices and Supplies Industry; Technology Industry; Singapore; United States
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      Bartlett, Christopher A., Rachel Gordon, and John J. Lafkas. "RoboTech: Storming into the U.S. Market." Harvard Business School Brief Case 918-501, August 2017.
      • 2018
      • Working Paper

      Class Matters: The Role of Social Class and Organizational Sector in High-Achieving Women's Legitimacy Narratives

      By: Judith A. Clair, Rachel D. Arnett, Katherine Chen, Beth K. Humberd and Kathleen L. McGinn
      While prior research recognizes that women struggle to maintain legitimacy for their successes and that self-narratives play a key role in building such legitimacy, theory provides limited insight into how women build legitimacy through their self-narratives. Our... View Details
      Keywords: Personal Development and Career; Gender; Success; Diversity; Perception; Situation or Environment
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      Clair, Judith A., Rachel D. Arnett, Katherine Chen, Beth K. Humberd, and Kathleen L. McGinn. "Class Matters: The Role of Social Class and Organizational Sector in High-Achieving Women's Legitimacy Narratives." Harvard Business School Working Paper, No. 18-014, August 2018. (Revised August 2018 for requested resubmission.)
      • August 2017 (Revised August 2018)
      • Case

      The Oakland Athletics: Strategy & Metrics for a Budget

      By: Srikant M. Datar and Caitlin N. Bowler
      This case considers Oakland Athletics General Manager Billy Beane’s data driven and, in baseball circles unconventional, approach to winning games over the duration of the long Major League Baseball season. Beane’s critical approach to crafting strategy within his... View Details
      Keywords: Data Analysis; Metrics; Data Science; Analytics and Data Science; Analysis; Measurement and Metrics; Competitive Strategy; Organizational Culture; Sports Industry
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      Datar, Srikant M., and Caitlin N. Bowler. "The Oakland Athletics: Strategy & Metrics for a Budget." Harvard Business School Case 118-010, August 2017. (Revised August 2018.)
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