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  • September 2000 (Revised November 2021)
  • Background Note

Using Aggregate Project Planning to Link Strategy, Innovation, and the Resource Allocation Process

By: Clayton M. Christensen
Links two very useful pieces of management research--resource allocation processes as studied by Bowen and Burgelman and the aggregate project plan expounded by Wheelwright and Clark. View Details
Keywords: Strategic Planning; Innovation and Management; Resource Allocation; Projects; Management
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Christensen, Clayton M. "Using Aggregate Project Planning to Link Strategy, Innovation, and the Resource Allocation Process." Harvard Business School Background Note 301-041, September 2000. (Revised November 2021.)
  • February 2020
  • Article

Effects of a Tournament Incentive Plan Incorporating Managerial Discretion in a Geographically Dispersed Organization

By: Carolyn Deller and Tatiana Sandino
Using retail chain data, we study the effects of a tournament incentive plan based primarily on objective performance, but incorporating managerial discretion in the selection of winners. In principle, such plans could motivate employees to perform both at a high... View Details
Keywords: Tournaments; Subjectivity; Motivation and Incentives; Fairness; Performance Improvement; Geographic Location
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Deller, Carolyn, and Tatiana Sandino. "Effects of a Tournament Incentive Plan Incorporating Managerial Discretion in a Geographically Dispersed Organization." Management Science 66, no. 2 (February 2020): 911–931.
  • October 2021
  • Background Note

How to Write an Action-Planning Memo

By: Ryan Raffaelli and Akshaya Varghese
The ability to communicate an action plan through writing is essential for advancing ideas, earning credibility, and garnering support. Research has shown that leaders who write formal plans are more likely to execute successfully—written plans help members of an... View Details
Keywords: Writing; Action Plan; Communication; Competency and Skills; Planning
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Raffaelli, Ryan, and Akshaya Varghese. "How to Write an Action-Planning Memo." Harvard Business School Background Note 422-033, October 2021.
  • June 24, 2014
  • Article

The Best Negotiators Plan to Think on Their Feet

By: Michael A. Wheeler
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Wheeler, Michael A. "The Best Negotiators Plan to Think on Their Feet." Harvard Business Review (website) (June 24, 2014).
  • August 1997 (Revised October 1997)
  • Case

Hewlett-Packard's Santa Rosa Systems Division (B2): The Action Plans

By: Michael Beer and Gregory C. Rogers
Supplements the (B) case. View Details
Keywords: Computer Industry
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Beer, Michael, and Gregory C. Rogers. "Hewlett-Packard's Santa Rosa Systems Division (B2): The Action Plans." Harvard Business School Case 498-018, August 1997. (Revised October 1997.)
  • 05 Sep 2009
  • News

Government Health Plan May Fall Short in Spurring Competition

  • 30 Sep 2019
  • News

WeWork Needs Cash as Botched IPO Scuttles Planned Infusion

  • 14 Feb 2012
  • News

Avon Said to Plan Global Restructuring Amid Declining Profit

  • 30 Nov 2016
  • News

Trump's Plan to Repeal Dodd-Frank Won't Help Small Businesses

  • 27 Jun 2016
  • News

Ulf Mark Schneider Has Plans to Make Nestlé Healthy

(photo: Associated Press) (photo: Associated Press) The appointment of Ulf Mark Schneider (MBA 1993) as CEO of Nestlé was a surprise, with a Swiss equities trader telling the Wall Street Journal that “an insider was expected.” Indeed, the Journal notes, Schneider will... View Details
  • 06 Oct 2015
  • News

Harvard Business School Planning Two New Buildings in Allston

Keywords: Klarman; Educational Support Services; Educational Services
  • May 1983 (Revised November 1983)
  • Background Note

Financial Structure of Corporate Pension Plans and Pension Funds

By: Jay O. Light
Keywords: Capital Structure; Retirement; Finance
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Light, Jay O. "Financial Structure of Corporate Pension Plans and Pension Funds." Harvard Business School Background Note 283-075, May 1983. (Revised November 1983.)
  • November 1986 (Revised December 1987)
  • Case

Division of Capital Planning and Operations, Commonwealth of Massachusetts

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Dhebar, Anirudh S. "Division of Capital Planning and Operations, Commonwealth of Massachusetts." Harvard Business School Case 187-070, November 1986. (Revised December 1987.)
  • 12 Mar 2015
  • News

Maine retailer L.L. Bean plans to triple its stores

  • 10 Jan 2017
  • News

The Risk And Opportunity For America's Corporate Pension Plans

  • 26 Apr 2012
  • Video

2012 Business Plan Contest Social Venture Track Winner eTransitions

  • July 1979 (Revised December 1983)
  • Case

Norton Co. (A): Strategic Planning for Diversified Business Operations

By: Francis Aguilar
Keywords: Strategic Planning; Diversification
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Aguilar, Francis. "Norton Co. (A): Strategic Planning for Diversified Business Operations." Harvard Business School Case 380-003, July 1979. (Revised December 1983.)
  • 2009
  • Working Paper

The Impact of Private Equity Ownership on Portfolio Firms' Corporate Tax Planning

By: Brad Badertscher, Sharon P. Katz and Sonja Olhoft Rego
This study investigates whether private equity (PE) firms influence the tax practices of their portfolio firms. Prior research documents that PE firms create economic value in portfolio firms through effective governance, financial, and operational engineering. Given... View Details
Keywords: Private Equity; Investment Portfolio; Corporate Governance; Taxation; Ownership Stake; Value Creation
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Badertscher, Brad, Sharon P. Katz, and Sonja Olhoft Rego. "The Impact of Private Equity Ownership on Portfolio Firms' Corporate Tax Planning." Harvard Business School Working Paper, No. 10-004, July 2009. (Revised March 2010.)
  • 22 Dec 2023
  • News

The Hard Questions to Ask When Planning Your Strategy

  • March 2014
  • Supplement

The Canada Pension Plan Investment Board: October 2012 (CW)

By: Matthew Rhodes-Kropf and Josh Lerner
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Rhodes-Kropf, Matthew, and Josh Lerner. "The Canada Pension Plan Investment Board: October 2012 (CW)." Harvard Business School Spreadsheet Supplement 814-704, March 2014.
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