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Publications

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  • All HBS Web  (380)
    • Faculty Publications  (54)

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    • All HBS Web  (380)
      • Faculty Publications  (54)

      Performance MonitoringRemove Performance Monitoring →

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      • 2019
      • White Paper

      Impact-Weighted Financial Accounts: The Missing Piece for an Impact Economy

      By: George Serafeim, T. Robert Zochowski and Jennifer Downing
      Reimagining capitalism is an imperative. We need to create a more inclusive and sustainable form of capitalism that works for every person and the planet. Massive environmental damage, growing income and wealth disparity, stress, and depression within developed... View Details
      Keywords: Impact-Weighted Accounts; IWAI; Background; Economic Systems; Economy; Corporate Social Responsibility and Impact; Measurement and Metrics; Financial Statements
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      Serafeim, George, T. Robert Zochowski, and Jennifer Downing. "Impact-Weighted Financial Accounts: The Missing Piece for an Impact Economy." White Paper, Harvard Business School, Boston, MA, September 2019.
      • July 2019
      • Case

      Instabeat—One More Lap?

      By: Shikhar Ghosh, Nicole Tempest Keller and Alpana Thapar
      This case follows Lebanese entrepreneur, Hind Hobeika, an engineer and competitive swimmer who spends seven years trying to launch a wearable heartrate monitor and motion sensor to help swimmers track their performance while swimming. While the Beirut-based... View Details
      Keywords: Startup; Manufacturing; Prototyping; Female Protagonist; Business Startups; Decision Making; Entrepreneurship; Information Infrastructure; Information Technology; Design; Organizational Culture; United States; Lebanon
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      Ghosh, Shikhar, Nicole Tempest Keller, and Alpana Thapar. "Instabeat—One More Lap?" Harvard Business School Case 820-005, July 2019.
      • 2019
      • Article

      Time-Driven Activity-Based Cost Analysis for Outpatient Anticoagulation Therapy: Direct Costs in a Primary Care Setting with Optimal Performance

      By: Robert S. Kaplan, Rohit A. Bobade, Richard A. Helmers, Thomas M. Jaeger, Laura J. Odell and Derek A. Haas
      Objectives: To determine how overall cost of anticoagulation therapy for warfarin compares with that of Novel Oral Anticoagulants (NOACs). Also, to demonstrate a scientific, comprehensive, and an analytical approach to estimate direct costs involved in monitoring and... View Details
      Keywords: Time-Driven Activity-Based Costing; Activity Based Costing and Management; Health Care and Treatment; Analysis
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      Kaplan, Robert S., Rohit A. Bobade, Richard A. Helmers, Thomas M. Jaeger, Laura J. Odell, and Derek A. Haas. "Time-Driven Activity-Based Cost Analysis for Outpatient Anticoagulation Therapy: Direct Costs in a Primary Care Setting with Optimal Performance." Journal of Medical Economics 22, no. 5 (2019): 471–477.
      • November 2018
      • Case

      Komatsu Komtrax: Asset Tracking Meets Demand Forecasting

      By: Willy Shih, Paul Hong and YoungWon Park
      Komatsu's Komtrax system started as a way of remotely monitoring and tracking equipment for the purpose of improving operational efficiency. This case follows its evolution towards other uses including demand forecasting for its sales, marketing, and production... View Details
      Keywords: Big Data; Manufacturing; Manufacturing Industry; Data Strategy; Internet Of Things; Construction; Production; Analytics and Data Science; Strategy; Performance Efficiency; Forecasting and Prediction; Industrial Products Industry; Construction Industry; Japan
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      Shih, Willy, Paul Hong, and YoungWon Park. "Komatsu Komtrax: Asset Tracking Meets Demand Forecasting." Harvard Business School Case 619-022, November 2018.
      • December 2016 (Revised May 2018)
      • Module Note

      Strategy Execution Module 15: Using the Levers of Control to Implement Strategy

      By: Robert Simons
      This module reading pulls together key concepts and techniques from the Strategy Execution series into an integrated model—the levers of control. The four levers are: (1) belief systems, (2) boundary systems, (3) diagnostic control systems, and (4) interactive control... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Levers Of Control; Balancing Innovation And Control; Managing Growing Businesses; Turn Around Management; Human Behavior; Organizational Life Cycle; Strategy; Management Systems; Performance; Measurement and Metrics; Management Analysis, Tools, and Techniques; Behavior
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      Simons, Robert. "Strategy Execution Module 15: Using the Levers of Control to Implement Strategy." Harvard Business School Module Note 117-115, December 2016. (Revised May 2018.)
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 11: Using Diagnostic and Interactive Control Systems

      By: Robert Simons
      This module reading introduces diagnostic and interactive control systems. Diagnostic control systems are the management-by-exception systems that managers use to monitor the achievement of their business strategy. Interactive control systems are the systems that top... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Diagnostic Control Systems; Interactive Control Systems; Emergent Strategy; Goal Setting; Incentives; Strategy; Motivation and Incentives; Goals and Objectives; Management Systems; Performance Evaluation
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      Simons, Robert. "Strategy Execution Module 11: Using Diagnostic and Interactive Control Systems." Harvard Business School Module Note 117-111, November 2016. (Revised December 2016.)
      • November 2016 (Revised March 2018)
      • Module Note

      Strategy Execution Module 9: Building a Balanced Scorecard

      By: Robert Simons
      This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
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      Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
      • September 2016 (Revised March 2017)
      • Module Note

      Strategy Execution Module 3: Using Information for Performance Measurement and Control

      By: Robert Simons
      This module reading explains how managers use information to control critical business processes and outcomes. The analysis begins by illustrating how managers use information to communicate goals and track performance. Then the focus turns to the choices that managers... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Organization Process; Feedback Model; Innovation; Uses Of Information; Big Data; Benchmarking; Decision Making; Information; Performance Evaluation; Analytics and Data Science
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      Simons, Robert. "Strategy Execution Module 3: Using Information for Performance Measurement and Control." Harvard Business School Module Note 117-103, September 2016. (Revised March 2017.)
      • 2019
      • Working Paper

      Improving Working Conditions in Global Supply Chains: The Role of Institutional Environments and Monitoring Program Design

      By: Jodi L. Short, Michael W. Toffel and Andrea R. Hugill
      Activism seeking to improve labor conditions in global supply chains has led transnational corporations to adopt codes of conduct and monitor suppliers for compliance, but it is unclear whether these formal organizational structures raise labor standards. Drawing on... View Details
      Keywords: Monitoring; Supplier Relationship; Sustainability; Sustainability Management; Sustainable Operations; Sustainable Supply Chains; NGO; Globalization; Corporate Accountability; Operations; Supply Chain; Supply Chain Management; Labor; Working Conditions; Business Processes; Corporate Social Responsibility and Impact; Performance Evaluation; Safety; Risk and Uncertainty; Apparel and Accessories Industry; Electronics Industry; China; Indonesia; India; Bangladesh
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      Short, Jodi L., Michael W. Toffel, and Andrea R. Hugill. "Improving Working Conditions in Global Supply Chains: The Role of Institutional Environments and Monitoring Program Design." Harvard Business School Working Paper, No. 17-001, July 2016. (Revised September 2019. Formerly titled "Code Contingencies: Designing Monitoring Regimes to Promote Improvement in Supply Chain Working Conditions" and "Beyond Symbolic Responses to Private Politics.")
      • August 2015
      • Article

      Hospital Board and Management Practices Are Strongly Related to Hospital Performance on Clinical Quality Metrics

      By: Thomas C Tsai, Ashish K. Jha, Atul A. Gawande, Robert S. Huckman, Nicholas Bloom and Raffaella Sadun
      National policies to improve health care quality have largely focused on clinical provider outcomes and, more recently, payment reform. Yet the association between hospital leadership and quality, although crucial to driving quality improvement, has not been explored... View Details
      Keywords: Hospitals; Quality; Governing and Advisory Boards; Management Practices and Processes; Service Delivery; Health Care and Treatment; Health Industry
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      Tsai, Thomas C., Ashish K. Jha, Atul A. Gawande, Robert S. Huckman, Nicholas Bloom, and Raffaella Sadun. "Hospital Board and Management Practices Are Strongly Related to Hospital Performance on Clinical Quality Metrics." Health Affairs 34, no. 8 (August 2015): 1304–1311.
      • September–October 2013
      • Article

      The Role of Organizational Scope and Governance in Strengthening Private Monitoring

      By: Lamar Pierce and Michael W. Toffel
      Governments and other organizations often outsource activities to achieve cost savings from market competition. Yet such benefits are often accompanied by poor quality resulting from moral hazard, which can be particularly onerous when outsourcing the monitoring and... View Details
      Keywords: Crime and Corruption; Decision Choices and Conditions; Corporate Accountability; Governance Compliance; Policy; Management Practices and Processes; Demand and Consumers; Market Design; Market Entry and Exit; Market Transactions; Service Delivery; Service Operations; Business Processes; Organizational Structure; Performance Effectiveness; Performance Expectations; Practice; Transportation; Transportation Industry; Service Industry; United States; New York (state, US)
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      Pierce, Lamar, and Michael W. Toffel. "The Role of Organizational Scope and Governance in Strengthening Private Monitoring." Organization Science 24, no. 5 (September–October 2013): 1558–1584. (Winner of the NBS Research Impact on Practice Award from the Academy of Management (AOM) and Network for Business Sustainability (NBS))
      • Article

      Fast Subset Scan for Multivariate Spatial Biosurveillance

      By: Daniel B. Neill, Edward McFowland III and Huanian Zheng
      We present new subset scan methods for multivariate event detection in massive space-time datasets. We extend the recently proposed 'fast subset scan' framework from univariate to multivariate data, enabling computationally efficient detection of irregular space-time... View Details
      Keywords: Algorithms; Disease Surveillance; Event Detection; Scan Statistics; Spatial Scan
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      Neill, Daniel B., Edward McFowland III, and Huanian Zheng. "Fast Subset Scan for Multivariate Spatial Biosurveillance." Statistics in Medicine 32, no. 13 (June 15, 2013): 2185–2208.
      • February 2013 (Revised March 2013)
      • Case

      Agero: Enhancing Capabilities for Customers

      By: Robert Simons and Natalie Kindred

      This case illustrates the importance of choosing a primary customer as the basis for organization design. Cross Country Group managers adjusted resource allocation, organization design and performance measures over time to transform Cross Country Group from an... View Details

      Keywords: Entrepreneurial Management; Entrepreneurial Gap; Entrepreneurship; Auto Industry; Insurance; Performance Management; Performance Measurement; Performance Measures; Performance Pressure; Decisions; Family Business; Resource Allocation; Organizational Design; Customer Focus and Relationships; Performance Evaluation; Growth and Development Strategy; Service Industry
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      Simons, Robert, and Natalie Kindred. "Agero: Enhancing Capabilities for Customers." Harvard Business School Case 113-001, February 2013. (Revised March 2013.)
      • September 2012 (Revised May 2015)
      • Case

      Philips-Visicu

      By: Regina E. Herzlinger, Natalie Kindred and Sara M. McKinley
      Would the advent of global payment models and ACOs create sufficient demand for a telemedicine offering covering the care continuum, from hospitals to the home? This was the decision facing Royal Philips Electronics (Philips), the Netherlands-based producer of... View Details
      Keywords: Health Care; Philips; Visicu; Telemedicine; eICU; Accountable Care Organization; ACO; Bundled Payment; Hospital To Home; Patient Monitoring Devices; Home Health Care; Health Care and Treatment; Communication Technology; Quality; Safety; Performance Productivity; Performance Capacity; Performance Efficiency; Consumer Behavior; Emerging Markets; Health Industry; Telecommunications Industry; Netherlands
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      Herzlinger, Regina E., Natalie Kindred, and Sara M. McKinley. "Philips-Visicu." Harvard Business School Case 313-015, September 2012. (Revised May 2015.) (As companion reading for this case, see Regina E. Herzlinger and Charles Huang, "Note on Bundled Payment in Health Care," HBS No. 312-032 (Boston: Harvard Business Publishing, 2012).)
      • March 2012
      • Article

      The Incentive Bubble

      By: Mihir Desai
      The past three decades have seen American capitalism quietly transformed by a single, powerful idea—that financial markets are a suitable tool for measuring performance and structuring compensation. Stock instruments for managers, high-powered incentive contracts for... View Details
      Keywords: Economic Systems; Financial Markets; Executive Compensation; Motivation and Incentives; Corporate Governance; Equality and Inequality; Human Capital; United States
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      Desai, Mihir. "The Incentive Bubble." Harvard Business Review 90, no. 3 (March 2012).
      • Article

      The Learning Effects of Monitoring

      By: Dennis Campbell, Marc Epstein and F. Asis Martinez-Jerez
      This paper investigates the relationship between monitoring, decision making, and learning among lower-level employees. We exploit a field-research setting in which business units vary in the "tightness" with which they monitor employee decisions. We find that tighter... View Details
      Keywords: Learning; Business or Company Management; Decision Making; Employees; Research; Resignation and Termination; Rights; Business Units; Governance Controls; Performance; Motivation and Incentives
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      Campbell, Dennis, Marc Epstein, and F. Asis Martinez-Jerez. "The Learning Effects of Monitoring." Accounting Review 86, no. 6 (November 2011): 1909–1934.
      • May 2011
      • Article

      The Power of Small Wins

      By: Teresa M. Amabile and Steven J. Kramer
      What is the best way to motivate employees to do creative work? Help them take a step forward every day. In an analysis of knowledge workers' diaries, the authors found that nothing contributed more to a positive inner work life (the mix of emotions, motivations, and... View Details
      Keywords: Creativity; Interpersonal Communication; Employee Relationship Management; Leadership; Performance Effectiveness; Emotions; Motivation and Incentives; Groups and Teams; Collaborative Innovation and Invention; Innovation Leadership; Working Conditions; Management Practices and Processes; Management Skills; Mission and Purpose; Organizational Culture; Performance Productivity; Attitudes; Behavior; Happiness; Perception; Trust; Time Management; Resource Allocation; Business or Company Management; Goals and Objectives; Managerial Roles
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      Amabile, Teresa M., and Steven J. Kramer. "The Power of Small Wins." Harvard Business Review 89, no. 5 (May 2011).
      • 2009
      • Working Paper

      International Differences in the Size and Roles of Corporate Headquarters: An Empirical Examination

      By: David J. Collis, David Young and Michael Goold
      This paper examines differences in the size and roles of corporate headquarters around the world. Based on a survey of over 600 multibusiness corporations in seven countries (France, Germany, Holland, UK, Japan, US, and Chile) the paper describes the differences among... View Details
      Keywords: Business Headquarters; Size; Organizational Structure; Culture; Japan; France; Germany; Netherlands; United Kingdom; United States; Chile
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      Collis, David J., David Young, and Michael Goold. "International Differences in the Size and Roles of Corporate Headquarters: An Empirical Examination." Harvard Business School Working Paper, No. 10-044, December 2009.
      • 2009
      • Chapter

      Evaluating the Impact of SA8000 Certification

      By: Michael J. Hiscox, Claire Schwartz and Michael W. Toffel
      SA 8000, along with other types of certification standards and corporate codes of conduct, represents a new form of private governance of working conditions, initiated and implemented by companies, labor unions, and non-governmental activist groups. Whether these codes... View Details
      Keywords: Corporate Governance; Working Conditions; Standards; Performance Evaluation
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      Hiscox, Michael J., Claire Schwartz, and Michael W. Toffel. "Evaluating the Impact of SA8000 Certification." In Social Accountability 8000: The First Decade -- Implementation, Influence, and Impact, edited by Deborah Leipziger. Greenleaf Publishing, 2009.
      • January 2008
      • Article

      Mastering the Management System

      By: Robert S. Kaplan and David P. Norton
      Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and the best strategy in the world will get... View Details
      Keywords: Framework; Management Analysis, Tools, and Techniques; Management Systems; Operations; Performance Improvement; Strategy
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      Kaplan, Robert S., and David P. Norton. "Mastering the Management System." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 62–77.
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