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      Strategy And Performance MeasurementRemove Strategy And Performance Measurement →

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      • June 2018 (Revised June 2018)
      • Teaching Note

      Blake Sports Apparel and Switch Activewear: Bringing the Executive Team Together

      By: Boris Groysberg, Tricia Gregg and Katherine Connolly Baden
      Teaching Note for HBS No. 417-048. View Details
      Keywords: Management Teams; Groups and Teams; Performance Effectiveness; Problems and Challenges; Behavior; Communication; Cooperation; Decision Making; Leadership
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      Groysberg, Boris, Tricia Gregg, and Katherine Connolly Baden. "Blake Sports Apparel and Switch Activewear: Bringing the Executive Team Together." Harvard Business School Teaching Note 418-086, June 2018. (Revised June 2018.)
      • Article

      Defining, Measuring, and Improving Value in Spine Care

      By: Robert S. Kaplan and Derek Haas
      This chapter discusses how to measure and improve spine care outcomes and costs. Today’s commonly used outcome metrics, such as readmission and complication rates, are actually process and quality metrics. They are not the outcomes, such as improvement in pain and... View Details
      Keywords: Spine Care; Outcomes Measurement; Time-Driven Activity-Based Costing; Health Care and Treatment; Cost; Measurement and Metrics; Performance Improvement; Value
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      Kaplan, Robert S., and Derek Haas. "Defining, Measuring, and Improving Value in Spine Care." Seminars in Spine Surgery 30, no. 2 (June 2018): 80–83.
      • 2018
      • Chapter

      The Strategic Imperative of Psychological Safety and Organizational Error Management

      By: Amy C. Edmondson and Paul Verdin
      Despite discussion in the management literature about agile organizations or learning organizations, many large organizations are top-down, slow to change, and fraught with obstacles to learning. We describe “strategy-as-learning” to contrast with the traditional... View Details
      Keywords: Strategy; Learning; Safety; Organizational Culture; Performance Consistency
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      Edmondson, Amy C., and Paul Verdin. "The Strategic Imperative of Psychological Safety and Organizational Error Management." In How Could this Happen? Managing Errors in Organizations, edited by Jan U. Hagen. Palgrave Macmillan, 2018.
      • May 2018
      • Case

      The Multiple Myeloma Research Foundation's Answer Fund

      By: Richard G. Hamermesh and Matthew G. Preble
      Keywords: Data Analytics; Customer Focus and Relationships; Customer Relationship Management; Cost vs Benefits; Investment Return; Health Care and Treatment; Innovation Leadership; Intellectual Property; Knowledge Sharing; Knowledge Dissemination; Leadership; Leading Change; Resource Allocation; Goals and Objectives; Marketing Communications; Performance; Programs; Projects; Business and Community Relations; Business and Stakeholder Relations; Networks; Partners and Partnerships; Research and Development; Genetics; Behavior; Motivation and Incentives; Social and Collaborative Networks; Nonprofit Organizations; Strategy; Health Industry; Pharmaceutical Industry; Biotechnology Industry; United States
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      Hamermesh, Richard G., and Matthew G. Preble. "The Multiple Myeloma Research Foundation's Answer Fund." Harvard Business School Case 818-045, May 2018.
      • May 2018 (Revised December 2019)
      • Case

      Apple Inc. in 2018

      By: David B. Yoffie and Eric Baldwin
      Many observers worried about what would happen to Apple when Steve Jobs died in 2011. But Apple had performed above everyone's expectations in Cook's six years as CEO. Apple's core business—the iPhone—continued to deliver spectacular results. In addition, Cook was... View Details
      Keywords: Strategy; Information Technology; Competitive Strategy; Corporate Strategy; Technological Innovation; Competitive Advantage; Computer Industry; Telecommunications Industry; Technology Industry
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      Yoffie, David B., and Eric Baldwin. "Apple Inc. in 2018." Harvard Business School Case 718-439, May 2018. (Revised December 2019.)
      • May 2018 (Revised January 2019)
      • Teaching Note

      Lind Equipment

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS No. 212-012. Lind Equipment, a Canadian manufacturer and distributor of industrial electrical safety equipment, was purchased in December 2007 by Brian Astl (HBS 2006) and Sean Van Doorselaer. Lind’s performance was negatively impacted by the... View Details
      Keywords: Recession; Seller Debt; Equity; Financial Condition; Borrowing and Debt; Capital; Revenue; Financing and Loans; Financial Strategy; Financial Management; Acquisition; Financial Crisis; Currency Exchange Rate; Insolvency and Bankruptcy; Manufacturing Industry; Industrial Products Industry
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Lind Equipment." Harvard Business School Teaching Note 218-119, May 2018. (Revised January 2019.)
      • May 2018
      • Article

      Managing the Family Firm: Evidence from CEOs at Work

      By: Oriana Bandiera, Renata Lemos, Andrea Prat and Raffaella Sadun
      We present evidence on the labor supply of CEOs and on whether family and professional CEOs differ on this dimension. We do so through a new survey instrument that allows us to codify CEOs’ diaries in a detailed and comparable fashion and to build a bottom-up measure... View Details
      Keywords: Performance Productivity; Family Ownership; Management
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      Bandiera, Oriana, Renata Lemos, Andrea Prat, and Raffaella Sadun. "Managing the Family Firm: Evidence from CEOs at Work." Review of Financial Studies 31, no. 5 (May 2018): 1605–1653. (Lead article.)
      • 2018
      • Chapter

      New Prospects for Organizational Democracy?: How the Joint Pursuit of Social and Financial Goals Challenges Traditional Organizational Designs

      By: Julie Battilana, Michael Fuerstein and Michael Lee
      For an extended period during the first half of the 20th century, industrial democracy was a vibrant movement, with ideological and organizational ties to a thriving unionism. In 2015, however, things look different. While there are instances of democracy in the... View Details
      Keywords: Organizational Design; Social Enterprise; Values and Beliefs; Integration; Theory
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      Battilana, Julie, Michael Fuerstein, and Michael Lee. "New Prospects for Organizational Democracy? How the Joint Pursuit of Social and Financial Goals Challenges Traditional Organizational Designs." In Capitalism Beyond Mutuality? Perspectives Integrating Philosophy and Social Science, edited by Subramanian Rangan, 256–288. Oxford, UK: Oxford University Press, 2018.
      • May 2018
      • Article

      Selection and Market Reallocation: Productivity Gains from Multinational Production

      By: Laura Alfaro and Maggie X. Chen
      Assessing the productivity gains from multinational production has been a vital topic of economic research and policy debate. Positive aggregate productivity gains are often attributed to within-firm productivity improvement; however, an alternative, less emphasized... View Details
      Keywords: Productivity Gains; Multinational Production; Selection; Market Reallocation; And Within-firm Productivity; Multinational Firms and Management; Production; Performance Productivity; Competition; Mathematical Methods
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      Alfaro, Laura, and Maggie X. Chen. "Selection and Market Reallocation: Productivity Gains from Multinational Production." American Economic Journal: Economic Policy 10, no. 2 (May 2018): 1–38. (Also NBER Working Paper 18207. See Harvard Business School Working Paper, No. 12–111, 2015 for longer version.)
      • May–June 2018
      • Article

      The Surprising Power of Questions

      By: Alison Wood Brooks and Leslie K. John
      Much of an executive’s workday is spent asking others for information—requesting status updates from a team leader, for example, or questioning a counterpart in a tense negotiation. Yet unlike professionals such as litigators, journalists, and doctors, who are taught... View Details
      Keywords: Interpersonal Communication; Communication Strategy; Information; Knowledge Sharing; Performance Effectiveness
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      Brooks, Alison Wood, and Leslie K. John. "The Surprising Power of Questions." Harvard Business Review 96, no. 3 (May–June 2018): 60–67.
      • April 2018
      • Case

      Happy UAE

      By: Joshua Schwartzstein, Brian J. Hall, Tiffany Y. Chang, Karim Sameh and Alpana Thapar
      This case centers on the United Arab Emirates' (UAE) national goal of raising the happiness of its residents and visitors through ambitious government initiatives. They combined this bold national goal with an accountability structure (incentive plan) built on Key... View Details
      Keywords: Happiness; Welfare; Governance; Motivation and Incentives; United Arab Emirates
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      Schwartzstein, Joshua, Brian J. Hall, Tiffany Y. Chang, Karim Sameh, and Alpana Thapar. "Happy UAE." Harvard Business School Case 918-041, April 2018.
      • March 2018 (Revised June 2018)
      • Case

      City Year at 30: Toward Long-Term Impact

      By: Rosabeth Moss Kanter and James Weber
      In 2018, City Year was a 30-year-old nonprofit that recruited and organized teams of young-adult “volunteers” (corps teams) to provide a year of citizen service. It had 3,100 corps members serving in 327 schools located in 28 U.S. cities. In its early decades, City... View Details
      Keywords: Education; Service Operations; Nonprofit Organizations; Growth and Development Strategy; Performance Efficiency; Resource Allocation; Change Management; Social Entrepreneurship; Middle School Education; Secondary Education; Philanthropy and Charitable Giving; Human Capital; Growth Management; Service Delivery; Organizational Design; Social Enterprise; Poverty; United States
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      Kanter, Rosabeth Moss, and James Weber. "City Year at 30: Toward Long-Term Impact." Harvard Business School Case 318-089, March 2018. (Revised June 2018.)
      • March 2018 (Revised September 2019)
      • Case

      Chewy.com (A)

      By: Jeffrey F. Rayport and Matthew G. Preble
      In late 2013, Ryan Cohen, cofounder and CEO of online pet products retailer Chewy.com, faces a “bet the company decision”—whether to stay with a third-party logistics provider (3PL) for all of its e-commerce fulfillment or to take the function in house. Cohen worries... View Details
      Keywords: Pet Food; Pet Products; Retail; Growth and Development Strategy; Service Operations; Decision Choices and Conditions; E-commerce; Retail Industry; Service Industry; Florida; United States
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      Rayport, Jeffrey F., and Matthew G. Preble. "Chewy.com (A)." Harvard Business School Case 818-079, March 2018. (Revised September 2019.)
      • 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.
      • March 2018
      • Case

      EKOL Logistics: Thinking Outside the Box

      By: Willy C. Shih and Esel Çekin
      This case describes Ekol, an intermodal transportation and logistics company, and how it manages capacity planning. Its busiest routes linked motor vehicle assemblers in Germany and Turkey with many of their parts suppliers, but it had also developed key links in... View Details
      Keywords: Growth And Development; Strategy; Intermodal Transportation; Short-sea Transportation; Capacity Management; Capacity Planning; Delivery Planning; Route Optimization; Car Spare Part; Auto Manufacturing; Automotive Supply Chain; Europe; Turkey; Service Design; Fast Fashion; Near-shoring; Supply Chain; Supply Chain Management; Operations; Performance Capacity; Performance Efficiency; Logistics; Transportation Industry; Auto Industry; Turkey; Germany; Spain; European Union; Europe
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      Shih, Willy C., and Esel Çekin. "EKOL Logistics: Thinking Outside the Box." Harvard Business School Case 618-037, March 2018.
      • March 2018
      • Teaching Note

      Sandlands Vineyards

      By: Benjamin C. Esty and Greg Saldutte
      Teaching Note for HBS No.718-438. View Details
      Keywords: Wine; Winery; Vineyard; Market Attractiveness; Porter's 5 Forces; Capital Investment; Industry Attractiveness; Performance Analysis; Napa Valley; Agriculture; Entrepreneurship; Business Strategy; Competitive Strategy; Competitive Advantage; Vertical Integration; Segmentation; Food; Supply Chain; Industry Structures; Food and Beverage Industry; Food and Beverage Industry; United States; California; Napa Valley
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      Esty, Benjamin C., and Greg Saldutte. "Sandlands Vineyards." Harvard Business School Teaching Note 718-505, March 2018.
      • 2020
      • Working Paper

      The Impact of CEOs in the Public Sector: Evidence from the English NHS

      By: Katharina Janke, Carol Propper and Raffaella Sadun
      Abstract Governments worldwide have sought to reform the delivery of public services by mimicking private sector governance models that grant CEOs greater autonomy and give them responsibility for meeting key government targets. We examine the effectiveness of this... View Details
      Keywords: CEOs; Management; Performance; Public Sector; Measurement and Metrics; Health Industry
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      Janke, Katharina, Carol Propper, and Raffaella Sadun. "The Impact of CEOs in the Public Sector: Evidence from the English NHS." Harvard Business School Working Paper, No. 18-075, March 2018. (Revised September 2020.)
      • March 2018 (Revised March 2018)
      • Supplement

      Sandlands Vineyards

      By: Benjamin C. Esty and Greg Saldutte
      Approximately 80% of the wineries in the US breakeven or lose money. An even greater percentage lose money on an economic basis (i.e., after a charge for the cost of equity). Tegan Passalacqua is a successful, young, Californian winemaker who specializes in making... View Details
      Keywords: Wine; Winery; Vineyard; Market Attractiveness; Porter's 5 Forces; Capital Investment; Industry Attractiveness; Performance Analysis; Napa Valley; Agriculture; Entrepreneurship; Business Strategy; Competitive Strategy; Competitive Advantage; Vertical Integration; Segmentation; Food; Supply Chain; Industry Structures; Food and Beverage Industry; Food and Beverage Industry; United States; California; Napa Valley
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      Esty, Benjamin C., and Greg Saldutte. "Sandlands Vineyards." Harvard Business School Spreadsheet Supplement 718-802, March 2018. (Revised March 2018.)
      • Article

      Why Compliance Programs Fail: And How to Fix Them

      By: Hui Chen and Eugene Soltes
      Firms spend millions of dollars annually on whistle-blower hotlines, training, and other efforts to ensure adherence to laws, regulations, and company policies. Yet malfeasance remains entrenched in the corporate world. Why? Too many firms treat compliance as a... View Details
      Keywords: Governance Compliance; Programs; Employees; Training; Performance Effectiveness; Measurement and Metrics
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      Chen, Hui, and Eugene Soltes. "Why Compliance Programs Fail: And How to Fix Them." Harvard Business Review 96, no. 2 (March–April 2018): 116–125.
      • February 2018
      • Case

      Root Capital and the Efficient Impact Frontier

      By: Shawn Cole and Caitlin Reimers Brumme
      In 2015 Root Capital, a pioneer in the impact investing space, began to explore how to more systematically integrate impact and financial management. After much deliberation, Root Capital landed on ex-ante rating system for any potential investment that produced a... View Details
      Keywords: Measurement and Metrics; Investment; Finance; Performance Efficiency; Boston
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      Cole, Shawn, and Caitlin Reimers Brumme. "Root Capital and the Efficient Impact Frontier." Harvard Business School Case 218-084, February 2018.
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