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  • January 1980 (Revised April 1994)
  • Case

New Balance Athletic Shoes

By: Kim B. Clark
Faced with growth exceeding 100% per year, James Davis, president of New Balance, must decide how to meet the need for additional capacity. Several factors contribute to a climate of extreme uncertainty. Several options are considered, ranging from a second shift to... View Details
Keywords: Factories, Labs, and Plants; Forecasting and Prediction; Financial Strategy; Information; Growth Management; Organizational Design; Performance Capacity; Risk and Uncertainty; Apparel and Accessories Industry; Republic of Ireland
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Clark, Kim B. "New Balance Athletic Shoes." Harvard Business School Case 680-110, January 1980. (Revised April 1994.)
  • 15 Jan 2009
  • Sharpening Your Skills

Sharpening Your Skills: Career & Life Balance

Sharpening Your Skills dives into the HBS Working Knowledge archives to bring together articles on ways to improve your business skills. Questions To Be Answered How do I get past a feeling of being stuck in life or work? Can I resist the temptations of success? Am I... View Details
Keywords: Re: Multiple Faculty
  • 1991
  • Book

The Great Corporate Balancing Act

By: R. M. Kanter
Keywords: Balance and Stability; Corporate Strategy
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Kanter, R. M. The Great Corporate Balancing Act. BBC, 1991. Video. (Two Videotapes.)
  • May–June 2025
  • Article

Balancing Digital Safety and Innovation

By: Tomomichi Amano and Tomomi Tanaka
Designers of consumer-facing digital products have tended to focus on novelty and speed (“move fast and break things”). They’ve spent more effort on innovating than on anticipating how customers—and bad actors—might engage with products. But as digital products become... View Details
Keywords: Technological Innovation; Cybersecurity; Demand and Consumers; Safety
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Amano, Tomomichi, and Tomomi Tanaka. "Balancing Digital Safety and Innovation." Harvard Business Review 103, no. 3 (May–June 2025): 120–127.
  • Article

Reimagining the Balanced Scorecard for the ESG Era

By: Robert S. Kaplan and David McMillan
Companies are increasingly aware that their customers and society in general expect businesses to adopt and work towards social and environmental objectives as well as the traditional financial ones. This involves not only re-evaluating firms’ models but re-imagining... View Details
Keywords: ESG (Environmental, Social, Governance) Performance; Business Ecosystems; Balanced Scorecard; Adaptation; Business Model; Business and Stakeholder Relations
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Kaplan, Robert S., and David McMillan. "Reimagining the Balanced Scorecard for the ESG Era." Harvard Business Review Digital Articles (February 3, 2021).
  • June 2001 (Revised October 2001)
  • Case

Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard

By: Srikant M. Datar, Marc J. Epstein and Jeremy Cott
In early 2000, Verizon Communications implemented a Human Resources Balanced Scorecard to evaluate the effectiveness of and payoffs from human resource management. This case describes the benefits of the scorecard and the challenges of measurement and implementation.... View Details
Keywords: Balanced Scorecard; Human Resources; Telecommunications Industry
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Datar, Srikant M., Marc J. Epstein, and Jeremy Cott. "Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard." Harvard Business School Case 101-102, June 2001. (Revised October 2001.)
  • October 2016
  • Case

Elon Musk: Balancing Purpose and Risk

By: Shikhar Ghosh and Sarah Mehta
The case is used to illustrate the place of ‘Purpose’ versus financial risk and returns in a founder’s objectives. It also addresses personal risk profile of different founders, and when paired with the Risk Tolerance Exercise, it enables evaluating one’s own appetite... View Details
Keywords: Electric Vehicle; Solar Power; Vision; Trade-offs; Leadership; Mission and Purpose; Risk and Uncertainty; Entrepreneurship; Failure; United States; North America
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Ghosh, Shikhar, and Sarah Mehta. "Elon Musk: Balancing Purpose and Risk." Harvard Business School Case 817-040, October 2016.
  • April 2020
  • Article

A Theory of Experimenters: Robustness, Randomization, and Balance

By: Abhijit Banerjee, Sylvain Chassang, Sergio Montero and Erik Snowberg
This paper studies the problem of experiment design by an ambiguity-averse decisionmaker who trades off subjective expected performance against robust performance guarantees. This framework accounts for real-world experimenters’ preference for randomization. It also... View Details
Keywords: Experiment Design; Experimenters; Theory; Performance
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Banerjee, Abhijit, Sylvain Chassang, Sergio Montero, and Erik Snowberg. "A Theory of Experimenters: Robustness, Randomization, and Balance." American Economic Review 110, no. 4 (April 2020): 1206–1230.
  • June 2014
  • Teaching Note

Strategy Simulation: The Balanced Scorecard

By: V.G. Narayanan and Matthew Packard
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Narayanan, V.G., and Matthew Packard. "Strategy Simulation: The Balanced Scorecard ." Harvard Business School Teaching Note 114-006, June 2014.
  • December 2024 (Revised January 2025)
  • Case

Balancing Returns and Responsibilities at Raya Partners

By: Arthur Segel, Ephraim Mernick, Derek C. M. van Bever and Olivia Barba
Raya Partners, a private equity firm, faces a crucial decision regarding Asa Specialty Coatings Company (ASCC). The dilemma involves shifting ASCC's manufacturing operations to Mexico, a move that would boost profitability and reduce emissions but result in significant... View Details
Keywords: Factories, Labs, and Plants; Communication Strategy; Private Equity; Job Cuts and Outsourcing; Corporate Social Responsibility and Impact; Environmental Sustainability; Values and Beliefs; Financial Services Industry; Manufacturing Industry; Mexico; Vermont
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Segel, Arthur, Ephraim Mernick, Derek C. M. van Bever, and Olivia Barba. "Balancing Returns and Responsibilities at Raya Partners." Harvard Business School Case 325-068, December 2024. (Revised January 2025.)
  • November 2016 (Revised March 2018)
  • Module Note

Strategy Execution Module 9: Building a Balanced Scorecard

By: Robert Simons
This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
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Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
  • 20 Sep 2020
  • Working Paper Summaries

Updating the Balanced Scorecard for Triple Bottom Line Strategies

Keywords: by Robert S. Kaplan and David McMillan; Accounting
  • September 1996 (Revised September 1999)
  • Case

Mobil USM&R (A): Linking the Balanced Scorecard

By: Robert S. Kaplan
The CEO of the marketing and refining division of a major oil company is in the midst of implementing a profit turnaround. He transforms the strongly centralized, functionally-organized division into 17 independent business units and 14 internal service companies. The... View Details
Keywords: Organizational Change and Adaptation; Measurement and Metrics; Management Practices and Processes; Organizational Design; Balanced Scorecard; Corporate Strategy; Mining Industry; Energy Industry
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Kaplan, Robert S. "Mobil USM&R (A): Linking the Balanced Scorecard." Harvard Business School Case 197-025, September 1996. (Revised September 1999.)
  • January–February 1992
  • Article

The Balanced Scorecard: Measures that Drive Performance

By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard; Measurement and Metrics; Performance
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Kaplan, Robert S., and David Norton. "The Balanced Scorecard: Measures that Drive Performance." Harvard Business Review 70, no. 1 (January–February 1992): 71–79. (Reprint #92105.)
  • October 2010 (Revised June 2014)
  • Case

Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard

By: Robert S. Kaplan and Ricardo Reisen de Pinho
A new management team at VW do Brazil develops and deploys a strategy map and Balanced Scorecard to accomplish a turnaround and cultural change after eight consecutive years of financial losses and market share declines. The team uses the strategy map to align... View Details
Keywords: Business Cycles; Developing Countries and Economies; Management Teams; Leadership; Balanced Scorecard; Strategic Planning; Balance and Stability; Motivation and Incentives; Communication Strategy; Competitive Advantage; Auto Industry; Brazil; Germany
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Kaplan, Robert S., and Ricardo Reisen de Pinho. "Volkswagen do Brasil: Driving Strategy with the Balanced Scorecard." Harvard Business School Case 111-049, October 2010. (Revised June 2014.)
  • December 1990 (Revised March 1991)
  • Case

Balanced Workforce at Xerox Corp.

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Friedman, Raymond A. "Balanced Workforce at Xerox Corp." Harvard Business School Case 491-049, December 1990. (Revised March 1991.)
  • Article

Leading Change with the Balanced Scorecard

By: Robert S. Kaplan and David P. Norton
Keywords: Leadership; Change; Balanced Scorecard
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Kaplan, Robert S., and David P. Norton. "Leading Change with the Balanced Scorecard." Financial Executive 17, no. 6 (September 2001): 64–66.
  • September–October 1993
  • Article

Putting the Balanced Scorecard to Work

By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
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Kaplan, Robert S., and David Norton. "Putting the Balanced Scorecard to Work." Harvard Business Review 71, no. 5 (September–October 1993): 134–147. (Reprint #93505.)
  • September–October 1996
  • Article

Strategic Learning and the Balanced Scorecard

By: Robert S. Kaplan and David Norton
Keywords: Strategy; Learning; Balanced Scorecard
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Kaplan, Robert S., and David Norton. "Strategic Learning and the Balanced Scorecard." Strategy & Leadership (September–October 1996): 18–24.
  • 17 Nov 2016
  • Working Paper Summaries

Sovereign Risk, Currency Risk, and Corporate Balance Sheets

Keywords: by Wenxin Du and Jesse Schreger
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