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- All HBS Web (591)
- Faculty Publications (429)
- June 2001 (Revised July 2001)
- Case
Boston Lyric Opera
By: Robert S. Kaplan and Dennis Campbell
The Boston Lyric Opera was the fastest growing opera company in North America during the 1990s. Having successfully completed a move to a larger facility in 1999, the board and general director recognize the need to develop a formal strategic planning and governance... View Details
Keywords: Balanced Scorecard; Strategic Planning; Arts; Growth and Development Strategy; Governing and Advisory Boards; Fine Arts Industry; Massachusetts
Kaplan, Robert S., and Dennis Campbell. "Boston Lyric Opera." Harvard Business School Case 101-111, June 2001. (Revised July 2001.)
- June/July 1997
- Article
Why Does Business Need a Balanced Scorecard? Part II
By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
- June 2005 (Revised March 2006)
- Case
Domestic Auto Parts
By: Robert S. Kaplan
Describes a meeting of an executive team to discuss strategy for a company turnaround. The exercise is to construct a strategy map and Balanced Scorecard to capture the new strategy. View Details
Kaplan, Robert S. "Domestic Auto Parts." Harvard Business School Case 105-078, June 2005. (Revised March 2006.)
- February 2010
- Article
The Balanced Scorecard
By: Robert S. Kaplan and Dylan N. Miyake
Keywords: Balanced Scorecard
Kaplan, Robert S., and Dylan N. Miyake. "The Balanced Scorecard." School Administrator (February 2010).
- December 2001 (Revised May 2003)
- Background Note
Queueing Theory
By: V.G. Narayanan and George Batta
Explains the assumptions behind and the insights from a simple queueing model. View Details
Keywords: Mathematical Methods; Theory; Management Analysis, Tools, and Techniques; Motivation and Incentives; Service Delivery
Narayanan, V.G., and George Batta. "Queueing Theory." Harvard Business School Background Note 102-023, December 2001. (Revised May 2003.)
- January 2008
- Background Note
Measuring Investment Performance
By: Andre F. Perold and Kenneth A. Froot
Examines various approaches to measuring investment performance. The approaches include the use of risk exposure and the Sharpe and Information Ratios. Applies the approaches to a variety of mutual funds to demonstrate the effect of using different metrics to measure... View Details
Keywords: Financial Management; Investment; Management Analysis, Tools, and Techniques; Measurement and Metrics; Performance; Risk and Uncertainty
Perold, Andre F., and Kenneth A. Froot. "Measuring Investment Performance." Harvard Business School Background Note 208-110, January 2008.
- Article
Why Does Business Need a Balanced Scorecard? Part II
By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
Kaplan, Robert S., and David Norton. "Why Does Business Need a Balanced Scorecard? Part II." Cost Management 11, no. 3 (May–June 1997): 5–10.
- February/March 1997
- Article
Why Does Business Need a Balanced Scorecard? Part I
By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
- June 1997
- Case
Massachusetts General Hospital: CABG Surgery (B)
By: Steven C. Wheelwright and Mikelle Eastley
Once the CABG care path is implemented and other care paths begun, hospital staff and administration examine the resulting data. Further methods of improving care and reducing cost are presented for analysis. View Details
Keywords: Cost Management; Policy; Retention; Management Analysis, Tools, and Techniques; Operations; Performance Improvement; Health Industry
Wheelwright, Steven C., and Mikelle Eastley. "Massachusetts General Hospital: CABG Surgery (B)." Harvard Business School Case 697-021, June 1997.
- February 2010
- Supplement
Marketing Analysis Toolkit: Breakeven Analysis (CW)
By: Thomas J. Steenburgh and Jill Avery
This Excel worksheet contains sample problems, prebuilt Excel models to run breakeven analyses, and charts and graphs which help visualize the results. It is designed to accompany "Marketing Analysis Toolkit: Breakeven Analysis." View Details
- June 1996
- Case
Siemens Corporation (B): Corporate Advertising for 1996
By: Stephen A. Greyser and Norman Klein
Describes the television advertising and presents examples of the comparable print ads, then documents new measurement tools and presents the results of key surveys that address audience awareness. Also includes other relevant activities to support Siemens USA's... View Details
Keywords: Advertising Campaigns; Learning; Balanced Scorecard; Operations; Outcome or Result; Advertising Industry
Greyser, Stephen A., and Norman Klein. "Siemens Corporation (B): Corporate Advertising for 1996." Harvard Business School Case 596-106, June 1996.
- August 2003 (Revised October 2003)
- Case
Harvard Business School Social Enterprise Initiative at the Ten-Year Mark, The
By: James E. Austin, Stacey M. Childress and Cate Reavis
In mid-2003, as the 10-year anniversary of Harvard Business School's Social Enterprise Initiative approached, the group's faculty and staff decided to analyze its past performance and to formulate its future strategy. View Details
Keywords: Decisions; Management Analysis, Tools, and Techniques; Performance Evaluation; Strategic Planning; Social Enterprise
Austin, James E., Stacey M. Childress, and Cate Reavis. "Harvard Business School Social Enterprise Initiative at the Ten-Year Mark, The." Harvard Business School Case 304-042, August 2003. (Revised October 2003.)
- fall 1996
- Article
Linking the Balanced Scorecard to Strategy
By: Robert S. Kaplan and David Norton
Kaplan, Robert S., and David Norton. "Linking the Balanced Scorecard to Strategy." California Management Review 39, no. 1 (fall 1996): 53–79.
- February 1999 (Revised June 1999)
- Case
Bloomberg L.P.
By: Clayton M. Christensen, Richard G. Hamermesh and Jeremy Dann
Michael Bloomberg founded his company to provide customers quick access to financial market data and analytical tools for understanding that data. As Bloomberg L.P. grew quickly,entered the ranks of "large, established companies," it grappled with a whole new range of... View Details
Keywords: Human Resources; Management Analysis, Tools, and Techniques; Organizational Culture; Organizational Structure; Problems and Challenges
Christensen, Clayton M., Richard G. Hamermesh, and Jeremy Dann. "Bloomberg L.P." Harvard Business School Case 399-081, February 1999. (Revised June 1999.)
- 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
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.
- December 1971 (Revised November 1975)
- Background Note
Note on Decision Analysis
By: Paul W. Marshall
Marshall, Paul W. "Note on Decision Analysis." Harvard Business School Background Note 172-221, December 1971. (Revised November 1975.)
- 13 Nov 2019
- Research & Ideas
Don't Turn Your Marketing Function Over to AI Just Yet
machine learning tools, says Amano, and employ people who can communicate effectively about data-based approaches. Ultimately, managers who have the foresight to collaborate... View Details
Keywords: by Kristen Senz
- 10 Mar 2015
- First Look
First Look: March 10
Publications February 2015 Academy of Management Review Reflections on the 2013 Decade Award: "Exploitation, Exploration, and Process Management: The Productivity Dilemma Revisited" Ten Years... View Details
Keywords: Carmen Nobel
- December 2000 (Revised February 2007)
- Case
Achieving Customer Satisfaction at Pizza Hut (A)
By: V.G. Narayanan and Preeti Choudhary
Describes how Pizza Hut measures and monitors customer satisfaction, customer complaints, and the quality of its retail locations. View Details
- February 1999 (Revised March 2000)
- Background Note
Changing Physician Behavior
By: Richard M.J. Bohmer
A review of strategies to change physician behavior including feedback, profiling, consensus-based guidelines, care paths, and computer systems. Discusses the strengths and weaknesses of each observation. View Details
Bohmer, Richard M.J. "Changing Physician Behavior." Harvard Business School Background Note 699-124, February 1999. (Revised March 2000.)