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  • February 1999 (Revised March 2003)
  • Background Note

Enterprise Resource Planning

Introduces the concepts and issues related to Enterprise Resource Planning (ERP) technology. Begins with a stylized example of ERP in action. Aa brief history of the ERP industry is provided, with reference to major events and players. Additional case examples of... View Details
Keywords: Information Technology; Operations
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Austin, Robert D., Mark J. Cotteleer, and Cedric Escalle. "Enterprise Resource Planning." Harvard Business School Background Note 699-020, February 1999. (Revised March 2003.)
  • September 1984 (Revised March 1993)
  • Background Note

Marketing Planning and Organization

By: Robert J. Dolan
Presents guidelines for effective marketing planning. Provides a general outline of the contents of a typical marketing plan, the process by which the plan is developed, and considers the benefits successful firms reap from their planning efforts and the problems that... View Details
Keywords: Marketing Strategy; Planning; Design
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Dolan, Robert J. "Marketing Planning and Organization." Harvard Business School Background Note 585-106, September 1984. (Revised March 1993.)
  • June 2017
  • Supplement

Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T

By: Gwen Yu
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Yu, Gwen. "Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T." Harvard Business School Spreadsheet Supplement 117-704, June 2017.
  • June 2017
  • Teaching Note

Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T

By: Gwen Yu
A merger deal of two Samsung group companies becomes a center of a corruption scandal. The merger of Cheil Industries and Samsung C&T was seen as a crucial step to transfer power to Lee Jae Yong, the heir of Samsung group. The deal was criticized to purposefully... View Details
Keywords: Merger; Mergers and Acquisitions; Crime and Corruption; Business and Government Relations; South Korea
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Yu, Gwen. "Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T." Harvard Business School Teaching Note 117-069, June 2017.
  • Web

Leadership Succession

Organizations recognize that proactive, disciplined succession planning is an important priority for current and future success. Manage talent as a strategic asset A steady pipeline of effective leaders... View Details
  • 05 Apr 2016
  • News

Bill George on Iger succession

  • November 2015 (Revised February 2017)
  • Case

Cisco Systems: In Search of the Next CEO

By: Boris Groysberg, Sarah L. Abbott, Olivia Hull and J. Yo-Jud Cheng
It’s August 2014 and John Chambers is expected to announce his retirement after 17 years as CEO of global technology giant Cisco Systems. Under Chambers’s leadership, Cisco has grown from $2.2 billion in annual revenues and under 4,000 employees to revenues of $46... View Details
Keywords: Leadership; Succession Planning; CEO Succession; Managing Change; Person-organization Fit; Management Succession; Transition; Talent and Talent Management; Change Management; Retirement; Innovation Leadership; Recruitment; Corporate Governance; Experience and Expertise; Technology Industry; Information Technology Industry; United States; San Jose; California
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Groysberg, Boris, Sarah L. Abbott, Olivia Hull, and J. Yo-Jud Cheng. "Cisco Systems: In Search of the Next CEO." Harvard Business School Case 416-027, November 2015. (Revised February 2017.)
  • 12 Dec 2018
  • News

Lesson Plan

refuel—her pre-meeting “good luck sandwich” is an Italian bahn mi on multigrain. But despite her best efforts, she knows that the school board could go into state receivership within the next year or two. And it’s clear she hasn’t been entirely View Details
Keywords: Julia Hanna; photographed by Chris Sorensen
  • April – May 2008
  • Article

The Leader Within: The Best CEO Succession Plans Groom Independent-minded Insiders for the Top Job

By: Joseph L. Bower
Keywords: Leadership; Management Succession; Jobs and Positions
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Bower, Joseph L. "The Leader Within: The Best CEO Succession Plans Groom Independent-minded Insiders for the Top Job." Viewpoint. Directorship 34, no. 2 (April–May 2008): 52–54.
  • January 2025
  • Technical Note

Note on Estate Planning

By: Christina R. Wing, Maryann G Bell and Kara A Perusse
Crafting a comprehensive estate plan is not just about ensuring the smooth transfer of assets; it is about leaving a lasting legacy and protecting your loved ones from unnecessary stress and complications after you are gone. Estate planning is a particularly important... View Details
Keywords: Family Business; Transition; Management Succession; Family Ownership; Planning
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Wing, Christina R., Maryann G Bell, and Kara A Perusse. "Note on Estate Planning." Harvard Business School Technical Note 625-095, January 2025.
  • 12 May 2010
  • News

Venture Financing and Entrepreneurial Success

  • March 1992
  • Case

Amgen, Inc.: Planning the Unplannable

By: Nitin Nohria
By the early 1990s, Amgen--a pharmaceutical company started little over a decade ago as Applied Molecular Genetics--was within range of becoming a billion-dollar company. With two extremely successful biotechnology drugs on the market, Amgen stood as the largest and... View Details
Keywords: Growth and Development Strategy; Strategic Planning; Success; Risk and Uncertainty; Pharmaceutical Industry
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Nohria, Nitin. "Amgen, Inc.: Planning the Unplannable." Harvard Business School Case 492-052, March 1992.
  • January 2002 (Revised November 2010)
  • Case

Strategic Planning at NFTE

By: Allen S. Grossman and Daniel F. Curran
The National Foundation for Teaching Entrepreneurship (NFTE), is a successful nonprofit poised on the verge of explosive growth. The senior management contracted with McKinsey consultants to help guide the process. The founders of NFTE brought it from a small program... View Details
Keywords: Entrepreneurship; Growth and Development Strategy; Growth Management; Organizational Change and Adaptation; Organizational Structure; Partners and Partnerships; Nonprofit Organizations
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Grossman, Allen S., and Daniel F. Curran. "Strategic Planning at NFTE." Harvard Business School Case 302-002, January 2002. (Revised November 2010.)
  • June 2016 (Revised May 2017)
  • Case

Searching for a New CEO: TiVo 2016

By: David B. Yoffie
In 2015, TiVo initiated a search for a new CEO. This case provides a profile of the CEO search and background on the company. View Details
Keywords: Technological Change; Succession Planning; Information Technology; Strategy; Strategic Planning; Management Succession; Forecasting and Prediction; Change; Entertainment and Recreation Industry; Media and Broadcasting Industry
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Yoffie, David B. "Searching for a New CEO: TiVo 2016." Harvard Business School Case 716-470, June 2016. (Revised May 2017.)
  • 01 Jul 2014
  • News

Bajaj Rolls On

Keywords: family business; succession planning; Manufacturing
  • Research Summary

Life Planning for Executives

In this relatively new field of research and course development, Davis is researching through in depth interviews how executives create successful and fulfilling lives. He is leading a faculty team in designing an executive program for individuals wanting to transition... View Details
  • 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
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Garvin, David A. "Note on Manufacturing Resource Planning (MRP II)." Harvard Business School Background Note 687-097, May 1987. (Revised June 1987.)
  • Research Summary

Overview

By: Christina R. Wing
Multi-generational wealth creation through family businesses and family offices. Leadership throughout the chapters of your life. View Details
Keywords: Family Business; Leadership; Succession Planning
  • February 2016 (Revised October 2016)
  • Case

Linda Rabbitt at rand* construction

By: Boris Groysberg and Katherine Connolly
Linda Rabbitt, founder and CEO of rand* construction, walked into her office at the company's headquarters in Alexandria, VA, and closed the door behind her. It was 10:00 a.m. on Monday, September 22, 2014, and she had just addressed her staff after the sudden and... View Details
Keywords: Women And Leadership; Women Executives; Succession Planning; Leadership; Entrepreneurship; Management Succession; Construction Industry; District of Columbia
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Groysberg, Boris, and Katherine Connolly. "Linda Rabbitt at rand* construction." Harvard Business School Case 416-022, February 2016. (Revised October 2016.)
  • 01 Jun 2011
  • News

The Best-Laid Plans

morning known as “Super Saturday,” 63 student teams present these and other ideas in the Aldrich classrooms where other people’s ventures are the usual topic of discussion. Judges — a mix of angel investors, VCs, serial entrepreneurs, and industry executives — score... View Details
Keywords: Julia Hanna; contests; Health, Social Assistance; Architectural, Engineering, and Related Services; Professional Services; Management, Scientific, and Technical Consulting Services; Professional Services
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