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  • All HBS Web  (1,408)
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  • 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.)
  • Web

Hidden Workers, Part-Time Potential - Managing the Future of Work

are more loyal and perform better on several key metrics compared to traditional sources of talent. With many companies facing a talent shortage, hiring these hidden workers may be the solution. Read the report Media Coverage ‘Misfits’ in... View Details
  • 28 Jul 2020
  • Research & Ideas

Racism and Digital Design: How Online Platforms Can Thwart Discrimination

inclusivity. "If you're running an online marketplace," he says, "you should think about whether discrimination is likely to be a problem, and what design choices might mitigate the risk of discrimination. If you're optimizing only to short-run growth... View Details
Keywords: by Kristen Senz; Travel; Entertainment & Recreation; Service
  • Article

Measuring and Managing Customer Profitability

By: Robert S. Kaplan and V.G. Narayanan
Keywords: Measurement and Metrics; Management; Customers; Profit
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Kaplan, Robert S., and V.G. Narayanan. "Measuring and Managing Customer Profitability." Cost Management 15, no. 5 (September–October 2001): 5–15.
  • 15 Jul 2019
  • Book

Many Executives Are Afraid of Finance. Here's How They Can Gain Confidence

principles of accounting, including accrual accounting, effectively smooth out performance and deliberately obscure the inflows and outflows of cash. The modern finance approach is to return to cash via various metrics that have grown... View Details
Keywords: by Dina Gerdeman
  • 2021
  • Working Paper

Corporate Environmental Impact: Measurement, Data and Information

By: David Freiberg, DG Park, George Serafeim and T. Robert Zochowski
As an organization’s environmental impact has become a central societal consideration, thereby affecting industry and organizational competitiveness, interest in measuring and analyzing environmental impact has increased. We develop a methodology to derive comparable... View Details
Keywords: Environment; Impact; Measurement; Environmental Ratings; Corporate Valuation; Financial Materiality; Sustainability; Environmental Impact; Environmental Strategy; Impact-Weighted Accounts; IWAI; Environmental Sustainability; Corporate Social Responsibility and Impact; Measurement and Metrics; Valuation
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Freiberg, David, DG Park, George Serafeim, and T. Robert Zochowski. "Corporate Environmental Impact: Measurement, Data and Information." Harvard Business School Working Paper, No. 20-098, March 2020. (Revised February 2021.)
  • 11 Apr 2012
  • Research & Ideas

The High Risks of Short-Term Management

supposed to pay off, the greater the uncertainty. Hence, investment decisions and compensation contracts tend to converge toward more short-term, observable metrics that encourage corporate managers and professional money managers to... View Details
Keywords: by Sean Silverthorne; Financial Services
  • Web

Presentations - Institute For Strategy And Competitiveness

January 2018 The Value-Based Health Care Agenda by Michael E. Porter In this video Professor Porter teaches the essentials of value-based health care. Length: 46 min. June 2019 Quality Metrics and Value-Based Care in Medicine by Thomas W.... View Details
  • March 2023 (Revised March 2023)
  • Case

Roche: Innovation and Access to Healthcare

By: George Serafeim, Susanna Gallani and Benjamin Maletta
In May 2022, Roche Group, one of the largest healthcare companies in the world, hosted its first investor event focused exclusively on its efforts to impact access to healthcare. While Roche had recently set an ambitious goal to double the number of patients that had... View Details
Keywords: ESG (Environmental, Social, Governance) Performance; Sustainable Finance; Growth Strategy And Execution; Sustainability Targets; Impact Evaluation; Healthcare Access; Healthcare Innovation; Healthcare Systems; Healthcare Operations; Finance; Strategy; Health Testing and Trials; Health Care and Treatment; Growth Management; Measurement and Metrics; Innovation Strategy; Corporate Social Responsibility and Impact; Health Industry; Pharmaceutical Industry; Switzerland; North America; Europe; Asia; Latin America; Africa
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Serafeim, George, Susanna Gallani, and Benjamin Maletta. "Roche: Innovation and Access to Healthcare." Harvard Business School Case 123-075, March 2023. (Revised March 2023.)
  • August 2021
  • Technical Note

Brand You: Crafting Your Personal Brand

By: Jill Avery and Rachel Greenwald
Selling oneself is something that we have to do every day in both professional and personal settings. We face it when we apply for a job, advocate for a promotion or a raise, vie for a leadership position, attempt to land a new client, write a dating profile, or meet a... View Details
Keywords: Personal Brand; Brand Management; Marketing; Brands and Branding; Identity; Opportunities; Talent and Talent Management; Jobs and Positions; Strength and Weakness; Communication
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Avery, Jill, and Rachel Greenwald. "Brand You: Crafting Your Personal Brand." Harvard Business School Technical Note 522-031, August 2021.
  • March 2023
  • Background Note

A Primer on OKRs

By: Suraj Srinivasan and Li-Kuan (Jason) Ni
The OKR framework is a popular goal-setting and strategy execution tool that uses goal setting through “Objectives” and measuring performance using “Key Results” on a periodic basis to measure and drive performance. The OKR framework has been adopted and practiced at... View Details
Keywords: Business Organization; Talent and Talent Management; Framework; Corporate Governance; Goals and Objectives; Growth and Development; Growth and Development Strategy; Growth Management; Management Analysis, Tools, and Techniques; Management Practices and Processes; Management Skills; Management Systems; Measurement and Metrics; Outcome or Result; Performance Effectiveness; Performance Evaluation; Performance Expectations; Performance Productivity; Performance Efficiency
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Srinivasan, Suraj, and Li-Kuan (Jason) Ni. "A Primer on OKRs." Harvard Business School Background Note 123-081, March 2023.
  • 1996
  • Book

Creativity in Context

By: T. M. Amabile
Keywords: Creativity; Theory; Research; Motivation and Incentives; Situation or Environment; Organizational Culture; Measurement and Metrics; Personal Characteristics; Cognition and Thinking; Performance; Performance Evaluation; Social Psychology
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Amabile, T. M. Creativity in Context. Boulder, CO: Westview Press, 1996.
  • 14 Sep 2018
  • Blog Post

10 Things I Learned During My First Month in the MS/MBA: Engineering Sciences Program

“Intensive” is an understatement On the first day, one of our professors explained the class format in numbers, a metric STEM people would understand: 13 weeks of content in 13 days. Given the short duration of the class, there was a lot... View Details
  • February 2010
  • Background Note

Marketing Analysis Toolkit: Market Size and Market Share Analysis

By: Thomas J. Steenburgh and Jill Avery
Marketers frequently need to estimate the size of their markets—both for existing products so that sales forecasts can be developed and for new products so that market opportunities can be assessed. This toolkit enables students to size a market and generate a sales... View Details
Keywords: Forecasting and Prediction; Management Analysis, Tools, and Techniques; Marketing Strategy; Markets; Demand and Consumers; Size; Strategic Planning; Sales
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Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis." Harvard Business School Background Note 510-081, February 2010.
  • 11 Aug 2008
  • Research & Ideas

Strategy Execution and the Balanced Scorecard

also requires effective systems for internal control, management control, and governance. ERM objectives and metrics could certainly have a home in the financial BSC perspective for increasing and sustain shareholder value, along with the... View Details
Keywords: by Martha Lagace
  • 09 Apr 2019
  • News

Ray Dalio: Why and How Capitalism Needs to Be Reformed

share of society’s resources.” What’s to be done? Dalio suggests a series of reforms, including improved leadership from the top, more public-private partnerships to invest in “double bottom line projects,” and clear metrics for success.... View Details
Keywords: capitalism
  • July – August 2010
  • Article

How Will You Measure Your Life?

By: Clayton M. Christensen
Keywords: Measurement and Metrics
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Christensen, Clayton M. "How Will You Measure Your Life?" Harvard Business Review 88, nos. 7-8 (July–August 2010): 46–51.
  • September 2010 (Revised September 2013)
  • Case

Accounting for the iPhone at Apple Inc.

By: Francois Brochet, Krishna G. Palepu and Lauren Barley
Apple initially recognized revenue associated with its iPhone product using subscription accounting. However, in 2008, the company started providing non-GAAP supplemental numbers where substantially all of the revenue was recognized upfront. Market participants'... View Details
Keywords: Corporate Disclosure; Revenue Recognition; Standards; Technology Industry; United States
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Brochet, Francois, Krishna G. Palepu, and Lauren Barley. "Accounting for the iPhone at Apple Inc." Harvard Business School Case 111-003, September 2010. (Revised September 2013.)
  • Web

HBS - Financials | Supplemental Financial Information

2022 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet Supplemental Financial Information Financials From the CFO... View Details
  • January – February 2008
  • Article

Managing the Impact of Employee Turnover on Performance: The Role of Process Conformance

By: Zeynep Ton and Robert S. Huckman
We examine the impact of employee turnover on operating performance in settings that require high levels of knowledge exploitation. Using 48 months of turnover data from U.S. stores of a major retail chain, we find that, on average, employee turnover is associated with... View Details
Keywords: Customer Focus and Relationships; Governance Compliance; Retention; Standards; Service Operations; Business Processes; Retail Industry; United States
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Ton, Zeynep, and Robert S. Huckman. "Managing the Impact of Employee Turnover on Performance: The Role of Process Conformance." Organization Science 19, no. 1 (January–February 2008): 56–68.
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