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  • All HBS Web  (1,166)
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← Page 29 of 1,166 Results →
  • August 2017
  • Case

Boston Public Schools' Long Term Financial Plan

By: C. Fritz Foley, Victor Wu and F. Katelynn Boland
In the fall of 2016, the senior leadership team of Boston Public Schools prepared a report indicating that costs were expected to grow faster than revenues for many years to come. They faced questions about whether the projections would be believed and about how to... View Details
Keywords: Financial Planning; Education Reform; Education; Budgets and Budgeting; Corporate Finance; Public Administration Industry; United States; Boston
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Foley, C. Fritz, Victor Wu, and F. Katelynn Boland. "Boston Public Schools' Long Term Financial Plan." Harvard Business School Case 218-031, August 2017.
  • November 2016 (Revised December 2016)
  • Module Note

Strategy Execution Module 7: Designing Asset Allocation Systems

By: Robert Simons
This module reading provides tools and analyses for acquiring and allocating resources. The module begins by reviewing the importance of setting strategic boundaries as a basis for asset acquisitions. Next, a distinction is made between new assets acquired to meet... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Asset Allocation Systems; Payback; Discounted Cash Flow; Internal Rate Of Return; Strategic Investments; Analyzing Acquisitions; Strategy; Capital Budgeting
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Simons, Robert. "Strategy Execution Module 7: Designing Asset Allocation Systems." Harvard Business School Module Note 117-107, November 2016. (Revised December 2016.)
  • 2010
  • Case

New Heritage Doll Company: Capital Budgeting: Brief Case No. 4213.

By: Timothy A. Luehrman and Heide Abelli
Keywords: Capital Budgeting; Manufacturing Industry
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Luehrman, Timothy A., and Heide Abelli. "New Heritage Doll Company: Capital Budgeting: Brief Case No. 4213." Watertown, MA: Harvard Business Publishing Case, 2010.
  • December 1970 (Revised September 2006)
  • Case

Harmon Foods, Inc.

Prediction and shipment has been a scheduling and budgetary problem. Multiple regression is suggested as a solution. Evaluation of regression coefficients leads to better understanding of trend, seasonality, and promotion effectiveness. View Details
Keywords: Demand and Consumers; Production; Forecasting and Prediction; Budgets and Budgeting; Manufacturing Industry; Food and Beverage Industry
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Whiston, William B. "Harmon Foods, Inc." Harvard Business School Case 171-248, December 1970. (Revised September 2006.)
  • December 2018 (Revised August 2022)
  • Teaching Note

Revenue Recognition at HBP

By: Siko Sikochi and Paul Healy
In early 2014, Corporate Learning, one of three business units at Harvard Business Publishing (HBP), was in the process of revamping its flagship product, Harvard Manage-Mentor (HMM) from version 11.0 (HMM11) to version 12.0 (HMM12). The revamped software would be... View Details
Keywords: Accrual Accounting; Budgets and Budgeting; Revenue Recognition; Financial Reporting; Publishing Industry; Education Industry; United States
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Sikochi, Siko, and Paul Healy. "Revenue Recognition at HBP." Harvard Business School Teaching Note 119-015, December 2018. (Revised August 2022.)
  • December 2010
  • Case

Digital Divide

By: Sunil Gupta
In November 2010, Charles Henry, chief marketing officer of a major consumer packaged goods company, was trying to convince his senior managers to enhance the digital presence of the company's brands by significantly increasing their online marketing budget. However,... View Details
Keywords: Budgets and Budgeting; Digital Marketing; Marketing Communications; Marketing Strategy; Information Technology
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Gupta, Sunil. "Digital Divide." Harvard Business School Case 511-092, December 2010.
  • September 1983
  • Article

Budgetary Time Bombs: Controlling Government Loan Guarantees

By: Carliss Y. Baldwin, Donald R. Lessard and Scott P. Mason
Keywords: Budgets and Budgeting; Government and Politics; Financing and Loans
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Baldwin, Carliss Y., Donald R. Lessard, and Scott P. Mason. "Budgetary Time Bombs: Controlling Government Loan Guarantees." Canadian Public Policy 9, no. 3 (September 1983).
  • August 2008
  • Teaching Note

Pawson Foundation: August 2006 (TN)

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Teaching Note for [806042]. View Details
Keywords: Venture Capital; Budgets and Budgeting; Investment Funds
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Pawson Foundation: August 2006 (TN)." Harvard Business School Teaching Note 809-016, August 2008.
  • November 2005
  • Background Note

Allemeier Commissioner

By: Henry B. Reiling and Kevin Wall
An employee who worked full time while pursuing an MBA wishes to deduct his tuition expenses in computing his federal income tax. The IRS denied the deduction as a violation of several of its policies interpreting the relevant statute. Are the expenses deductible? View Details
Keywords: Budgets and Budgeting; Policy; Taxation; Employees; Law
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Reiling, Henry B., and Kevin Wall. "Allemeier Commissioner." Harvard Business School Background Note 206-079, November 2005.
  • September 2000
  • Case

Guru.com

By: Rajiv Lal and Ann Leamon
An online resource for independent professionals must create a marketing plan to build brand awareness. Along with the tone and message of the ads, the executives must choose from several different treatments and media, keeping within their budget. View Details
Keywords: Budgets and Budgeting; Brands and Branding; Marketing Communications; Marketing Strategy
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Lal, Rajiv, and Ann Leamon. "Guru.com." Harvard Business School Case 501-005, September 2000.
  • November 2004 (Revised November 2005)
  • Case

Musimundo

By: Francisco de Asis Martinez-Jerez and James Robert Dillon
Mario Quintana, managing partner of Pegasus Capital, was preparing for the upcoming Musimundo board of directors meeting. He was satisfied with the investment decisions of the entertainment retailer, as actual performance surpassed the initial budget. However, given a... View Details
Keywords: Decisions; Governing and Advisory Boards; Partners and Partnerships; Performance Evaluation; Budgets and Budgeting; Retail Industry; Spain
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Martinez-Jerez, Francisco de Asis, and James Robert Dillon. "Musimundo." Harvard Business School Case 105-036, November 2004. (Revised November 2005.)
  • May 1981 (Revised May 1985)
  • Case

MEM Co., Inc.

By: John A. Quelch
The President of MEM Co., Inc. is assessing the proposed introduction of a new line of men's toiletries. He also must determine the best distribution channels and the size of the product's advertising budget. View Details
Keywords: Advertising; Distribution Channels; Budgets and Budgeting; Product Development; Beauty and Cosmetics Industry
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Quelch, John A. "MEM Co., Inc." Harvard Business School Case 581-154, May 1981. (Revised May 1985.)
  • 1989
  • Article

Strategic Capital Budgeting: A Financial Approach to Investing for the Long Run

By: Carliss Y. Baldwin
Keywords: Strategy; Capital Budgeting; Finance
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Baldwin, Carliss Y. "Strategic Capital Budgeting: A Financial Approach to Investing for the Long Run." Cuadernos económicos de I.C.E. 42, no. 2 (1989).
  • March 1994 (Revised June 1999)
  • Background Note

Real Options: Valuing Managerial Flexibility

Provides a basic understanding of real options in corporate finance. Traditional discounted cash flow techniques (NPV) do not deal well with managerial flexibility or future response to uncertainty. The value of this flexibility can be significant and is handled well... View Details
Keywords: Strategy; Capital Budgeting; Corporate Finance
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Edleson, Michael E. "Real Options: Valuing Managerial Flexibility." Harvard Business School Background Note 294-109, March 1994. (Revised June 1999.)
  • 2025
  • Working Paper

How Do Nonprofits Use Cash Windfalls? Evidence from $5B in Unrestricted Donations

By: Jennifer Walsh
How do nonprofits use unrestricted gifts? Donations to 501(c)(3)'s are increasingly given unrestricted due to concerns that restrictions on use unduly constrain nonprofits. I study the effect of such funding on recipients using a $5B sample of MacKenzie Scott's gifts... View Details
Keywords: Nonprofit Organizations; Philanthropy and Charitable Giving; Budgets and Budgeting; Compensation and Benefits
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Walsh, Jennifer. "How Do Nonprofits Use Cash Windfalls? Evidence from $5B in Unrestricted Donations." SSRN Working Paper Series, March 2025.
  • November 2004 (Revised June 2006)
  • Case

Hala Madrid: Managing Real Madrid Club de Futbol, the Team of the Century

Florentino Perez, the president of Real Madrid, a leading European soccer team, is preparing for a press conference in which he will be asked about his plans for the coming season. Economic success and some sports mishaps during the prior season represent the scenario... View Details
Keywords: Decisions; Strategic Planning; Value Creation; Risk Management; System; Budgets and Budgeting; Sports Industry; Spain
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Martinez-Jerez, Francisco de Asis, and Rosario de Albornoz. "Hala Madrid: Managing Real Madrid Club de Futbol, the Team of the Century." Harvard Business School Case 105-013, November 2004. (Revised June 2006.)
  • Summer 2013
  • Other Article

The Roots of Our Tax Debates

By: Matthew C. Weinzierl
Our fiscal debates are endlessly frustrating. The outlines of a compromise seem clear, yet both sides remain incapable of agreement. But is the proper balance between spending less and taxing more really so obvious? A look at what underlies the political wars over... View Details
Keywords: Values and Beliefs; Debates; Taxation; Budgets and Budgeting; United States
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Weinzierl, Matthew C. "The Roots of Our Tax Debates." National Affairs, no. 16 (Summer 2013).
  • October 2000 (Revised March 2004)
  • Case

Software Associates

By: Robert S. Kaplan
The president of a small consulting firm has just seen his second-quarter profit and loss statement, showing an increase in revenues but a substantial decline in profits. He asks his chief financial officer to explain the results. The CFO works hard to accumulate... View Details
Keywords: Budgets and Budgeting; Cost; Financial Statements; Production; Management Analysis, Tools, and Techniques; Information Technology Industry; Consulting Industry
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Kaplan, Robert S. "Software Associates." Harvard Business School Case 101-038, October 2000. (Revised March 2004.)
  • August 2007 (Revised January 2009)
  • Exercise

Real Options Exercises

By: Timothy A. Luehrman
Introduces students to simple forms and solution techniques for real options found in corporate settings. Revised versions of problems appearing in an older problem set (293-095). The basic differences are that the new set is shorter, but also a bit more demanding. View Details
Keywords: Capital Budgeting; Valuation
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Luehrman, Timothy A. "Real Options Exercises." Harvard Business School Exercise 208-045, August 2007. (Revised January 2009.)
  • November 2016 (Revised April 2018)
  • Case

Darby's Investment in Sirma: Professionalizing an Entrepreneurial Firm

By: Suraj Srinivasan and Eren Kuzucu
In March 2010, Burak Dalgın (HBS MBA 2004) led private equity firm Darby's investment in Sırma, a local Turkish water and beverage company. Sırma was owned and managed by members of two Turkish business families. The existing management, while being highly... View Details
Keywords: Control Systems; Variance Analysis; Emerging Markets; Debt; Family Ownership; Turkey; Valuation; Business or Company Management; Private Equity; Financial Reporting; Investment; Budgets and Budgeting; Food and Beverage Industry; Turkey
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Srinivasan, Suraj, and Eren Kuzucu. "Darby's Investment in Sirma: Professionalizing an Entrepreneurial Firm." Harvard Business School Case 117-033, November 2016. (Revised April 2018.)
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