Publications

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01 Jun 2013
News

Lesson Plans

example of what can push the system to a new approach. Another example, which I plan to visit, is Rocketship Education, a charter school system where students spend the first few hours of the morning in a computer learning lab and the... View Details

Keywords: Educational Support Services; Educational Services; Elementary and Secondary Schools; Educational Services

January 2002 (Revised August 2004)
Case

Massachusetts Financial Services

By: Brian J. Hall and Jonathan Lim

This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many... View Details

Keywords: Motivation and Incentives; Organizational Culture; Performance Evaluation; Management Teams; Compensation and Benefits; Financial Services Industry; Massachusetts

01 Jun 2020
News

Meal Plan

Alive customers, who tend to have special dietary needs, to access the food they wanted. To address that, we created three- and five-day plans with ready-to-eat, portioned meals that you could just pull out of the refrigerator. That... View Details

Keywords: Julia Hanna; restaurants; COVID-19; pandemic; recovery; Food Services and Drinking Places; Hospitality; Food and Beverage Stores; Retail Trade

June 2003 (Revised January 2004)
Case

Argentina's Financial System Fenced In

By: Huw Pill, Claudia Onoforio and Romina Abal

Provides an opportunity to analyze the Argentine financial crisis of 2001/2002, which culminated in the abandonment of the convertibility plan introduced by Domingo Cavallo in 1991. Focusses on the role of the financial system. View Details

Keywords: Emerging Markets; Financial Crisis; Currency; Crisis Management; Property; Argentina

March 2021 (Revised December 2021)
Supplement

Ant Financial (D)

By: Feng Zhu, Krishna G. Palepu, Kerry Herman and Susie Ma

The (D) case updates the case series from the time of Ant’s planned IPO, and the Chinese government’s regulatory shifts. View Details

Keywords: Finance; Information Technology; Governing Rules, Regulations, and Reforms; Financial Services Industry; Financial Services Industry; China; Beijing

July 2024
Case

Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones

By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan

Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details

February 2008
Supplement

Shinhan Financial Group (B)

By: Rosabeth Moss Kanter and Matthew J. Morgan

By 2007, there were many signs that the merger of Chohung and Shinhan banks to form the Shinhan Financial Group in 2003 had met its goals. Shinhan Financial Group's stock price had increased from $31 a share at its opening on the New York Stock Exchange in September... View Details

Keywords: Mergers and Acquisitions; Global Strategy; Expansion; Markets; Strategic Planning; South Korea

May 1987 (Revised June 1987)
Background Note

Note on Manufacturing Resource Planning (MRP II)

By: David A. Garvin

Describes Manufacturing Resource Planning (MRP II), a production technique designed to couple business and financial plans with manufacturing plans. It is an important tool for aligning manufacturing with a company's overall strategy and goals. Describes MRPII,... View Details

Keywords: Design; Finance; Surveys; Goals and Objectives; Resource Allocation; Production; Mission and Purpose; Strategic Planning; Business Strategy

spring 1983
Article

A Financial Planning Model for an Analytic Review: The Case of a Savings and Loan Association

By: Robert S. Kaplan

Keywords: Finance; Planning; Financing and Loans; Saving; Financial Institutions; Financial Services Industry; Financial Services Industry

Find at Harvard

01 Jun 2011
News

The Best-Laid Plans

round we finished with the highest score from a couple of judges and a dead zero from those who pointed out that they were asked to rate plans on financial return,” says Fenton. “I didn’t think I’d be... View Details

Keywords: Julia Hanna; contests; Health, Social Assistance; Architectural, Engineering, and Related Services; Professional Services; Management, Scientific, and Technical Consulting Services; Professional Services

Web

Planned Giving - Alumni

Giving Planned Giving Giving Planned Giving Leave a Legacy Through planned giving, you can use a variety of strategies and assets to support HBS during your lifetime or at your... View Details

March 2013
Case

Massachusetts Financial Services (Abridged)

By: Brian J. Hall and Karen Huang

This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many... View Details

Keywords: Compensation; Incentives; Investment Management; Performance Measurement; Portfolio Management; Motivation and Incentives; Asset Management; Performance Evaluation; Compensation and Benefits; Financial Services Industry; Massachusetts

May 1987 (Revised February 2000)
Case

Codman & Shurtleff, Inc.: Planning and Control System

By: Robert L. Simons

Detailed description of the planning and control systems in use at Johnson & Johnson. Focuses on the actions of managers in one subsidiary in revising budget targets. Illustrates intensive strategic planning and financial planning process in a large, decentralized... View Details

Keywords: Strategic Planning; Planning; Forecasting and Prediction; Accounting Audits; Budgets and Budgeting; Business Strategy; Financial Management; Business or Company Management; Management Systems; Financial Services Industry; Financial Services Industry

July–August 2014
Article

The Crisis in Retirement Planning

By: Robert C. Merton

Corporate America began to really take notice of the looming retirement crisis in the wake of the dot-com crash, when companies in major industries went bankrupt in large part because of their inability to meet their pension obligations. The result was an acceleration... View Details

Find at Harvard

February 2008 (Revised May 2008)
Supplement

Lincoln Financial Group (C)

LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales... View Details

Keywords: Organizational Change and Adaptation; Salesforce Management; Customer Focus and Relationships; Financial Services Industry

29 Nov 2012
News

A Better Way to Plan Your Career

18 Feb 2014
News

Stick with Plan A

MADDY "When I have my mind set on something, I do not create a Plan B," says Monique Maddy (MBA 1993). "I feel that it lessens my commitment and my focus. If it doesn't work out, I come up with another Plan... View Details

Keywords: Robert S. Benchley; Waleed Iskandar (MBA 1993); Telecommunications

February 2008 (Revised May 2008)
Case

Lincoln Financial Group (A)

Lincoln Financial Group (LFG) reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate... View Details

Keywords: Competency and Skills; Customer Relationship Management; Training; Selection and Staffing; Organizational Change and Adaptation; Performance Evaluation; Sales; Corporate Strategy