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      • Faculty Publications  (108)

      Performance ReviewRemove Performance Review →

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      • March 2020
      • Case

      Minneapolis Star Tribune

      By: Joseph L. Bower, Elizabeth Hansen and Michael Norris
      In the summer of 2019, Mike Klingensmith, CEO of the Minneapolis Star Tribune, the Twin Cities metro region’s largest newspaper, reviewed subscription trends and plans for future experimentation. The newspaper industry across the U.S. had suffered a steep decline for... View Details
      Keywords: Financial Performance; Industry Evolution; Business Earnings; Organizational Change and Adaptation; Strategic Planning; Journalism and News Industry; Minnesota
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      Bower, Joseph L., Elizabeth Hansen, and Michael Norris. "Minneapolis Star Tribune." Harvard Business School Case 920-302, March 2020.
      • 2020
      • Chapter

      Team Reflexivity

      By: Michaéla Schippers, Amy C. Edmondson and Michael A. West
      Many teams face the problem of process loss, or suboptimal functioning, with sometimes serious consequences, such as medical errors. Team reflexivity—a deliberate process of discussing team goals, processes, or outcomes—can aid in optimizing team performance. In the... View Details
      Keywords: Team Reflexivity; Groups and Teams; Performance Improvement; Information; Goals and Objectives; Learning
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      Schippers, Michaéla, Amy C. Edmondson, and Michael A. West. "Team Reflexivity." In The Oxford Handbook of Group and Organizational Learning, edited by Linda Argote and John M. Levine. New York, NY: Oxford University Press, 2020.
      • November 9, 2019
      • Article

      Effect of Revealing Authors' Conflicts of Interests in Peer Review: Randomized Controlled Trial

      By: Leslie K. John, George Loewenstein, Andrew Marder and Michael Callaham
      Objective: To assess the impact of disclosing authors’ conflict of interest declarations to peer reviewers at a medical journal.
      Design: Randomised controlled trial.

      Setting: The study was conducted within the manuscript review process at the... View Details
      Keywords: Conflicts Of Interest; Peer Review; Randomized Controlled Trial; Scientific Publication; Conflict of Interests; Journals and Magazines; Science
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      John, Leslie K., George Loewenstein, Andrew Marder, and Michael Callaham. "Effect of Revealing Authors' Conflicts of Interests in Peer Review: Randomized Controlled Trial." BMJ: British Medical Journal 367, no. 8221 (November 9, 2019).
      • July 2019
      • Teaching Note

      AT&T, Retraining, and the Workforce of Tomorrow

      By: William R. Kerr and Carl Kreitzberg
      A Teaching Note for the "AT&T, Retraining, and the Workforce of Tomorrow" case study (HBS#820-017). The case describes how AT&T designed and implemented a program to retrain 100,000 of its workers. The case first reviews the technological forces that compelled AT&T to... View Details
      Keywords: AT&T; Workforce; Future Of Work; Telecommunications; Unions; Technological Change; Layoffs; MOOCS; Strategic Planning; Employees; Training; Labor; Learning; Labor Unions; Technology Adoption; Talent and Talent Management; Transformation; Telecommunications Industry; Communications Industry; United States
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      Kerr, William R., and Carl Kreitzberg. "AT&T, Retraining, and the Workforce of Tomorrow." Harvard Business School Teaching Note 820-018, July 2019.
      • 2019
      • Working Paper

      Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 13 Platform Systems vs. Step Processes—The Value of Options and the Power of Modularity

      By: Carliss Y. Baldwin
      This is the first chapter in Part 3. Its purpose is to contrast the value structure of platform systems with step processes from a technological perspective. I first review the basic technical architecture of computers and argue that every computer is inherently a... View Details
      Keywords: Platform Systems; Step Processes; Computer Architecture; Modularity; Information Technology; Digital Platforms
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      Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 13 Platform Systems vs. Step Processes—The Value of Options and the Power of Modularity." Harvard Business School Working Paper, No. 19-073, January 2019.
      • Article

      Operational Efficiency and Effective Management in the Catheterization Laboratory

      By: Grant W. Reed, Michael L. Tushman and Samir R. Kapadia
      Operational efficiency is a core business principle in which organizations strive to deliver high-quality goods or services in a cost-effective manner. This concept has become increasingly relevant to cardiac catheterization laboratories, as insurers move away from... View Details
      Keywords: Cath Lab; Catheterization Laboratory; Health Care and Treatment; Performance Efficiency; Management; Performance Productivity; Cost Management; Health Industry
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      Reed, Grant W., Michael L. Tushman, and Samir R. Kapadia. "Operational Efficiency and Effective Management in the Catheterization Laboratory." Journal of the American College of Cardiology 72, no. 20 (November 20, 2018): 2507–2517.
      • August 2018 (Revised April 2019)
      • Case

      Fair Value Accounting at Berkshire Hathaway Inc. (A)

      By: Jonas Heese, Suraj Srinivasan, Francois Brochet and Christine Johnson
      In May 2018, Berkshire Hathaway announced an unprecedented loss of more than $1 billion for the first quarter of 2018. Warren Buffett blamed this loss on the new accounting rules for equity securities which he criticized. In the case ‘Fair Value Accounting at Berkshire... View Details
      Keywords: Equity Securities; FASB; Fair Value Accounting; Governing Rules, Regulations, and Reforms; Financial Services Industry
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      Heese, Jonas, Suraj Srinivasan, Francois Brochet, and Christine Johnson. "Fair Value Accounting at Berkshire Hathaway Inc. (A)." Harvard Business School Case 119-030, August 2018. (Revised April 2019.)
      • July 2018
      • Article

      Personality Traits of Entrepreneurs: A Review of Recent Literature

      By: Sari Pekkala Kerr, William R. Kerr and Tina Xu
      We review the extensive literature since 2000 on the personality traits of entrepreneurs. We first consider baseline personality traits like the Big-5 model, self-efficacy and innovativeness, locus of control, and the need for achievement. We then consider risk... View Details
      Keywords: Entrepreneurs; Venturing; Personality Traits; Characteristics; Big-5; Risk Attitudes; Goals; Skills; Entrepreneurship; Personal Characteristics; Goals and Objectives; Competency and Skills; Success; Demographics; Research
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      Kerr, Sari Pekkala, William R. Kerr, and Tina Xu. "Personality Traits of Entrepreneurs: A Review of Recent Literature." Foundations and Trends® in Entrepreneurship 14, no. 3 (July 2018): 279–356.
      • June 2018
      • Case

      Verona Group

      By: Robert L. Simons and Sarah Abbott
      Are a salesperson's struggles her own fault or the result of a problematic job design? Anna George works as a salesperson at Verona Group, a company that designs and wholesales high-end women's apparel. She had spent nearly 20 years in sales with another fashion label... View Details
      Keywords: Jobs and Positions; Design; Analysis; Performance; Measurement and Metrics; Salesforce Management; Organizational Design
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      Simons, Robert L., and Sarah Abbott. "Verona Group." Harvard Business School Brief Case 918-531, June 2018.
      • May 2018
      • Exercise

      Data Visualization & Communication Exercise

      By: Srikant M. Datar and Caitlin N. Bowler
      This exercise uses the 1986 Challenger shuttle disaster to explore the relationship between data visualization, effective communication, and decision-making. Students review and analyze excerpts from the 13 charts engineers presented to NASA executives the night before... View Details
      Keywords: Visualization; Data; Analytics and Data Science; Communication; Performance Effectiveness; Decision Making; Analysis
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      Datar, Srikant M., and Caitlin N. Bowler. "Data Visualization & Communication Exercise." Harvard Business School Exercise 118-107, May 2018.
      • March 2018
      • Teaching Note

      Project Titan at Northrop Grumman

      By: C. Fritz Foley, Lauren G. Pickle, David Lane and F. Katelynn Boland
      Teaching Note for HBS No. 215-001. In March of 2011, Northrop Grumman divested shipbuilding assets through the spin-off of Huntington Ingalls Industries. This case reviews many of the key questions faced by Northrop's CEO, CFO, and top management team during this... View Details
      Keywords: Corporate Reorganization; Spin Off; Asset Sales; Managing Portfolios Of Businesses; Managing Change; Diversification; Change Management; Restructuring; Corporate Strategy; Financial Strategy; Manufacturing Industry
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      Foley, C. Fritz, Lauren G. Pickle, David Lane, and F. Katelynn Boland. "Project Titan at Northrop Grumman." Harvard Business School Teaching Note 218-103, March 2018.
      • September 2017
      • Article

      Time-Driven Activity-Based Costing to Estimate Cost of Care at Multidisciplinary Aerodigestive Centers

      By: Robert S. Kaplan, Jordan A. Garcia, Bipin Mistry, Stephen Hardy, Mary Shannon Fracchia, Cheryl Hersh, Carissa Wentland, Joseph Vadakekalam and Christopher J. Hartnick
      Time-driven activity-based costing was used to estimate the cost of care for patients with laryngeal cleft seen between 2008 and 2013 at the Massachusetts Eye and Ear Infirmary Pediatric Aerodigestive Center. Retrospective chart review was performed to identify clinic... View Details
      Keywords: Time-Driven Activity-Based Costing; Activity Based Costing and Management; Health Care and Treatment
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      Kaplan, Robert S., Jordan A. Garcia, Bipin Mistry, Stephen Hardy, Mary Shannon Fracchia, Cheryl Hersh, Carissa Wentland, Joseph Vadakekalam, and Christopher J. Hartnick. "Time-Driven Activity-Based Costing to Estimate Cost of Care at Multidisciplinary Aerodigestive Centers." The Laryngoscope 127, no. 9 (September 2017).
      • September–October 2017
      • Article

      Why Do We Undervalue Competent Management?: Neither Great Leadership Nor Brilliant Strategy Matters Without Operational Excellence

      By: Raffaella Sadun, Nicholas Bloom and John Van Reenen
      A recurring message in business education is that you can’t compete on the basis of management processes because they’re easily copied. Operational effectiveness is table stakes in the competitive universe, it is often assumed, and thus cannot serve as a sustainable... View Details
      Keywords: Management; Management Analysis, Tools, and Techniques; Management Practices and Processes; Performance Effectiveness
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      Sadun, Raffaella, Nicholas Bloom, and John Van Reenen. "Why Do We Undervalue Competent Management? Neither Great Leadership Nor Brilliant Strategy Matters Without Operational Excellence." Harvard Business Review 95, no. 5 (September–October 2017): 120–127. (Winner of 59th Annual HBR McKinsey Award.)
      • August 22, 2017
      • Article

      Find the Right Metrics for Your Sales Team

      By: Frank V. Cespedes and Robert Marsh
      This article reports the results of a survey of key performance indicators (KPIs) used by more than 800 sales groups across industries. The most common KPIs are closed deals and salesperson performance against quota, which, on average, firms measure monthly. But a... View Details
      Keywords: Sales; Performance Evaluation; Measurement and Metrics; Salesforce Management
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      Cespedes, Frank V., and Robert Marsh. "Find the Right Metrics for Your Sales Team." Harvard Business Review (website) (August 22, 2017).
      • 2017
      • Supplement

      Uncommon Schools (B): Seeking Excellence at Scale through Standardized Practice

      By: John J-H Kim and Sarah McAra
      The (B) case provides an update to the (A) case by illustrating how charter school management organization Uncommon Schools responded to the disparity in its students’ 2013 standardized test results. In 2015, CEO Brett Peiser and his management team decided to align... View Details
      Keywords: Charter Schools; Nonprofit Organizations; Strategy; Teaching; Talent And Talent Management; Innovation; Education; Early Childhood Education; Middle School Education; Organizational Structure; Performance Consistency; Growth and Development Strategy; Innovation and Invention; Education Industry
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      Kim, John J-H, and Sarah McAra. "Uncommon Schools (B): Seeking Excellence at Scale through Standardized Practice." Harvard Business Publishing Supplement, 2017. (Case No. PEL-080.)
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 7: Designing Asset Allocation Systems

      By: Robert Simons
      This module reading provides tools and analyses for acquiring and allocating resources. The module begins by reviewing the importance of setting strategic boundaries as a basis for asset acquisitions. Next, a distinction is made between new assets acquired to meet... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Asset Allocation Systems; Payback; Discounted Cash Flow; Internal Rate Of Return; Strategic Investments; Analyzing Acquisitions; Strategy; Capital Budgeting
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      Simons, Robert. "Strategy Execution Module 7: Designing Asset Allocation Systems." Harvard Business School Module Note 117-107, November 2016. (Revised December 2016.)
      • September 2016
      • Supplement

      ZenRecruit: Sales Coaching and Performance Reviews

      By: Mark N. Roberge
      Amara Kaggwa leads the small but rapidly expanding sales team at ZenRecruit, a recruiting software application used by small businesses. Armed with six months of sales performance metrics, Kaggwa is preparing for her monthly performance conversations with two... View Details
      Keywords: Business or Company Management; Salesforce Management; Applications and Software; Employees; Performance Evaluation; Information Technology Industry; Retail Industry
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      Roberge, Mark N. "ZenRecruit: Sales Coaching and Performance Reviews." Harvard Business School Spreadsheet Supplement 817-704, September 2016.
      • September 2016 (Revised February 2017)
      • Case

      ZenRecruit: Sales Coaching and Performance Reviews

      By: Mark Roberge
      Amara Kaggwa leads the small but rapidly expanding sales team at ZenRecruit, a recruiting software application used by small businesses. Armed with six months of sales performance metrics, Kaggwa is preparing for her monthly performance conversations with two... View Details
      Keywords: Entrepreneurial Marketing; Entrepreneurial Sales; Entrepreneurial Sales And Marketing; Marketing; Entrepreneurship; Sales
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      Roberge, Mark. "ZenRecruit: Sales Coaching and Performance Reviews." Harvard Business School Case 817-041, September 2016. (Revised February 2017.)
      • October 2015
      • Case

      Transpower New Zealand: Evaluating Board Performance

      By: Boris Groysberg, Paul M. Healy and Sarah L. Abbott
      Mark Verbiest, Chairman of Transpower New Zealand, initiated a performance review of Transpower's board of directors. The review, which took four months to complete, provided board members with individualized feedback on their performance, as well as information on how... View Details
      Keywords: Board Of Directors; Performance Evaluation; Governance; Leadership; Performance; Organizations; Human Resources; Decision Making; New Zealand
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      Groysberg, Boris, Paul M. Healy, and Sarah L. Abbott. "Transpower New Zealand: Evaluating Board Performance." Harvard Business School Case 416-024, October 2015.
      • January 2015 (Revised September 2017)
      • Case

      Project Titan at Northrop Grumman

      By: C. Fritz Foley and Kevin Sharer
      In March of 2011, Northrop Grumman divested shipbuilding assets through the spin-off of Huntington Ingalls Industries. This case reviews many of the key questions faced by Northrop's CEO, CFO, and top management team during this process, including questions concerning... View Details
      Keywords: Corporate Reorganization; Spin Off; Asset Sales; Managing Portfolios Of Businesses; Managing Change; Diversification; Change Management; Restructuring; Corporate Strategy; Financial Strategy; Manufacturing Industry
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      Foley, C. Fritz, and Kevin Sharer. "Project Titan at Northrop Grumman." Harvard Business School Case 215-001, January 2015. (Revised September 2017.)
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