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  • All HBS Web  (208)
    • News  (22)
    • Research  (160)
  • Faculty Publications  (123)

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  • All HBS Web  (208)
    • News  (22)
    • Research  (160)
  • Faculty Publications  (123)
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  • 17 Mar 2010
  • Working Paper Summaries

Conceptual Foundations of the Balanced Scorecard

Keywords: by Robert S. Kaplan
  • June 2001 (Revised October 2001)
  • Case

Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard

By: Srikant M. Datar, Marc J. Epstein and Jeremy Cott
In early 2000, Verizon Communications implemented a Human Resources Balanced Scorecard to evaluate the effectiveness of and payoffs from human resource management. This case describes the benefits of the scorecard and the challenges of measurement and implementation.... View Details
Keywords: Balanced Scorecard; Human Resources; Telecommunications Industry
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Datar, Srikant M., Marc J. Epstein, and Jeremy Cott. "Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard." Harvard Business School Case 101-102, June 2001. (Revised October 2001.)
  • fall 1996
  • Article

Linking the Balanced Scorecard to Strategy

By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard; Strategy
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Kaplan, Robert S., and David Norton. "Linking the Balanced Scorecard to Strategy." California Management Review 39, no. 1 (fall 1996): 53–79.
  • 20 Sep 2020
  • Working Paper Summaries

Updating the Balanced Scorecard for Triple Bottom Line Strategies

Keywords: by Robert S. Kaplan and David McMillan; Accounting
  • October 2010 (Revised June 2014)
  • Case

Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard

By: Robert S. Kaplan and Ricardo Reisen de Pinho
A new management team at VW do Brazil develops and deploys a strategy map and Balanced Scorecard to accomplish a turnaround and cultural change after eight consecutive years of financial losses and market share declines. The team uses the strategy map to align... View Details
Keywords: Business Cycles; Developing Countries and Economies; Management Teams; Leadership; Balanced Scorecard; Strategic Planning; Balance and Stability; Motivation and Incentives; Communication Strategy; Competitive Advantage; Auto Industry; Brazil; Germany
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Kaplan, Robert S., and Ricardo Reisen de Pinho. "Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard." Harvard Business School Case 111-049, October 2010. (Revised June 2014.)
  • Article

Leading Change with the Balanced Scorecard

By: Robert S. Kaplan and David P. Norton
Keywords: Leadership; Change; Balanced Scorecard
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Kaplan, Robert S., and David P. Norton. "Leading Change with the Balanced Scorecard." Financial Executive 17, no. 6 (September 2001): 64–66.
  • 2020
  • Working Paper

Updating the Balanced Scorecard for Triple Bottom Line Strategies

By: Robert S. Kaplan and David McMillan
Many companies are now attempting to achieve triple bottom line performance on financial, environmental, and societal metrics. Successful strategies for such performance, however, generally require new relationships among multiple players in multiple sectors across a... View Details
Keywords: Balanced Scorecard; Adaptation; Environmental Sustainability; Social Issues; Performance; Strategy
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Kaplan, Robert S., and David McMillan. "Updating the Balanced Scorecard for Triple Bottom Line Strategies." Harvard Business School Working Paper, No. 21-028, August 2020.
  • September–October 1996
  • Article

Strategic Learning and the Balanced Scorecard

By: Robert S. Kaplan and David Norton
Keywords: Strategy; Learning; Balanced Scorecard
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Kaplan, Robert S., and David Norton. "Strategic Learning and the Balanced Scorecard." Strategy & Leadership (September–October 1996): 18–24.
  • September–October 1993
  • Article

Putting the Balanced Scorecard to Work

By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
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Kaplan, Robert S., and David Norton. "Putting the Balanced Scorecard to Work." Harvard Business Review 71, no. 5 (September–October 1993): 134–147. (Reprint #93505.)
  • January 2007 (Revised August 2007)
  • Case

Fulton County School System: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Monica Nah Lee
Illustrates the adaptation and implementation of a private sector management tool, the Balanced Scorecard, to a public school district. As part of a continuous improvement initiative, the Director of Planning and Policy facilitates the development of a strategy map and... View Details
Keywords: Education; Governance; Leadership; Balanced Scorecard; Performance Improvement; Strategy; Education Industry
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Kaplan, Robert S., and Monica Nah Lee. "Fulton County School System: Implementing the Balanced Scorecard." Harvard Business School Case 107-029, January 2007. (Revised August 2007.)
  • October 1997 (Revised January 1998)
  • Teaching Note

Chadwick, Inc.: The Balanced Scorecard (Abridged) TN

By: William J. Bruns Jr.
Teaching Note for (9-196-124). View Details
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Bruns, William J., Jr. "Chadwick, Inc.: The Balanced Scorecard (Abridged) TN." Harvard Business School Teaching Note 198-029, October 1997. (Revised January 1998.)
  • Article

Reimagining the Balanced Scorecard for the ESG Era

By: Robert S. Kaplan and David McMillan
Companies are increasingly aware that their customers and society in general expect businesses to adopt and work towards social and environmental objectives as well as the traditional financial ones. This involves not only re-evaluating firms’ models but re-imagining... View Details
Keywords: ESG (Environmental, Social, Governance) Performance; Business Ecosystems; Balanced Scorecard; Adaptation; Business Model; Business and Stakeholder Relations
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Kaplan, Robert S., and David McMillan. "Reimagining the Balanced Scorecard for the ESG Era." Harvard Business Review Digital Articles (February 3, 2021).
  • Article

Using the Balanced Scorecard for Successful Health Care M&A Integration

By: Robert S. Kaplan
The failure of merged organizations to achieve stated goals is commonplace. In health care, the challenge is exacerbated by the industry’s third-party payer system and multiple stakeholders, especially the physicians in the merging entities. This article describes how... View Details
Keywords: Health Care and Treatment; Mergers and Acquisitions; Integration; Balanced Scorecard
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Kaplan, Robert S. "Using the Balanced Scorecard for Successful Health Care M&A Integration." NEJM Catalyst (May 21, 2020).
  • 22 May 2008
  • Working Paper Summaries

Testing Strategy with Multiple Performance Measures Evidence from a Balanced Scorecard at Store24

Keywords: by Dennis Campbell, Srikant M. Datar, Susan L. Kulp & V.G. Narayanan; Food & Beverage
  • 2003
  • Class Lecture

Building Strategy-Focused Organizations with the Balanced Scorecard

By: Robert S. Kaplan
Keywords: Balanced Scorecard; Strategy
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Kaplan, Robert S. "Building Strategy-Focused Organizations with the Balanced Scorecard." Boston: Harvard Business School Publishing Class Lecture, 2003. Electronic. (Faculty Lecture: HBSP Product Number 5356C.)
  • March 2004
  • Article

Improving Corporate Governance with the Balanced Scorecard

By: Robert S. Kaplan and Michael Nagel
Keywords: Corporate Governance; Balanced Scorecard
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Kaplan, Robert S., and Michael Nagel. "Improving Corporate Governance with the Balanced Scorecard." Directors Monthly (March 2004).
  • 2015
  • Article

Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24

By: Dennis Campbell, Srikant M. Datar, Susan L. Kulp and V.G. Narayanan
We analyze balanced scorecard data from a convenience store chain, Store24, during the implementation of an innovative, but ultimately unsuccessful, strategy. Quarterly strategic reviews, based in part on the firm's balanced scorecard, led executives at Store24 to... View Details
Keywords: Balanced Scorecard; Business Strategy; Retail Industry
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Campbell, Dennis, Srikant M. Datar, Susan L. Kulp, and V.G. Narayanan. "Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24." Journal of Management Accounting Research 27, no. 2 (2015): 39–65.
  • March 1998
  • Teaching Note

Chemical Bank: Implementing the Balanced Scorecard TN

By: Krishna G. Palepu and Kenneth A. Merchant
Teaching Note for (9-195-210). (Not listed on case). View Details
Keywords: Banking Industry
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Palepu, Krishna G., and Kenneth A. Merchant. "Chemical Bank: Implementing the Balanced Scorecard TN." Harvard Business School Teaching Note 198-099, March 1998.
  • 2006
  • Book

Alignment: Using the Balanced Scorecard to Create Corporate Synergies

By: R. S. Kaplan and David P. Norton
Keywords: Balanced Scorecard; Alignment
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Kaplan, R. S., and David P. Norton. Alignment: Using the Balanced Scorecard to Create Corporate Synergies. Boston: Harvard Business School Press, 2006.
  • 2003
  • Working Paper

Improving Corporate Governance with the Balanced Scorecard

By: Robert S. Kaplan and Michael E. Nagel
Citation
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Kaplan, Robert S., and Michael E. Nagel. "Improving Corporate Governance with the Balanced Scorecard." Harvard Business School Working Paper, No. 04-044, December 2003.
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