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      • Faculty Publications  (102)

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      • April 2008 (Revised October 2008)
      • Case

      TD Canada Trust (A): The Green and the Red

      By: Dennis Campbell and Brent Kazan
      The case series illustrates the role of performance measurement and analytics in translating TD-Canada Trust's service model of "comfortable banking" into operational terms. In 2000, in a banking market where consumers and regulators were typically hostile to mergers... View Details
      Keywords: Mergers and Acquisitions; Customer Focus and Relationships; Customer Satisfaction; Commercial Banking; Profit; Balanced Scorecard; Organizational Change and Adaptation; Banking Industry; Canada
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      Campbell, Dennis, and Brent Kazan. "TD Canada Trust (A): The Green and the Red." Harvard Business School Case 108-005, April 2008. (Revised October 2008.)
      • January 2007 (Revised January 2008)
      • Case

      Amanco: Developing the Sustainability Scorecard

      By: Robert S. Kaplan and Ricardo Reisen de Pinho
      Describes the challenges of using the Balanced Scorecard to implement a triple-bottom-line strategy for delivering excellent economic, environmental, and social performance. The owners and senior executive team of Amanco, a producer of plastic pipe and complete water... View Details
      Keywords: Balanced Scorecard; Measurement and Metrics; Corporate Social Responsibility and Impact; Environmental Sustainability; Social Issues; Strategy; Construction Industry; Industrial Products Industry; Latin America; Brazil
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      Kaplan, Robert S., and Ricardo Reisen de Pinho. "Amanco: Developing the Sustainability Scorecard." Harvard Business School Case 107-038, January 2007. (Revised January 2008.)
      • January 2007 (Revised August 2007)
      • Case

      Fulton County School System: Implementing the Balanced Scorecard

      By: Robert S. Kaplan and Monica Nah Lee
      Illustrates the adaptation and implementation of a private sector management tool, the Balanced Scorecard, to a public school district. As part of a continuous improvement initiative, the Director of Planning and Policy facilitates the development of a strategy map and... View Details
      Keywords: Education; Governance; Leadership; Balanced Scorecard; Performance Improvement; Strategy; Education Industry
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      Kaplan, Robert S., and Monica Nah Lee. "Fulton County School System: Implementing the Balanced Scorecard." Harvard Business School Case 107-029, January 2007. (Revised August 2007.)
      • October 2006 (Revised July 2007)
      • Case

      China Resources Corporation (A): 6S Management

      By: Dennis Campbell and David Lane
      In 2006, Jiang Wei, CFO of China Resources Corporation, was seeking to implement a variety of new management control systems in a complex diversified corporation during a period of rapid economic expansion in mainland China. Instilling efficiency, productivity,... View Details
      Keywords: Accounting; Business Conglomerates; Governance Controls; Balanced Scorecard; Management Systems; Performance Improvement; Business Strategy; China
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      Campbell, Dennis, and David Lane. "China Resources Corporation (A): 6S Management." Harvard Business School Case 107-013, October 2006. (Revised July 2007.)
      • 2006
      • Book

      Alignment: Using the Balanced Scorecard to Create Corporate Synergies

      By: R. S. Kaplan and David P. Norton
      Keywords: Balanced Scorecard; Alignment
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      Kaplan, R. S., and David P. Norton. Alignment: Using the Balanced Scorecard to Create Corporate Synergies. Boston: Harvard Business School Press, 2006.
      • June 2005 (Revised March 2006)
      • Case

      Domestic Auto Parts

      By: Robert S. Kaplan
      Describes a meeting of an executive team to discuss strategy for a company turnaround. The exercise is to construct a strategy map and Balanced Scorecard to capture the new strategy. View Details
      Keywords: Balanced Scorecard; Strategy; Business Strategy
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      Kaplan, Robert S. "Domestic Auto Parts." Harvard Business School Case 105-078, June 2005. (Revised March 2006.)
      • June 2005
      • Article

      How the Balanced Scorecard Complements the McKinsey 7-S Model

      By: R. S. Kaplan
      Keywords: Balanced Scorecard
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      Kaplan, R. S. "How the Balanced Scorecard Complements the McKinsey 7-S Model." Strategy & Leadership 33, no. 3 (June 2005): 41–46.
      • March 2004
      • Article

      Improving Corporate Governance with the Balanced Scorecard

      By: Robert S. Kaplan and Michael Nagel
      Keywords: Corporate Governance; Balanced Scorecard
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      Kaplan, Robert S., and Michael Nagel. "Improving Corporate Governance with the Balanced Scorecard." Directors Monthly (March 2004).
      • 2003
      • Working Paper

      Improving Corporate Governance with the Balanced Scorecard

      By: Robert S. Kaplan and Michael E. Nagel
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      Kaplan, Robert S., and Michael E. Nagel. "Improving Corporate Governance with the Balanced Scorecard." Harvard Business School Working Paper, No. 04-044, December 2003.
      • November 2003 (Revised August 2005)
      • Case

      First Commonwealth Financial Corporation

      By: Robert S. Kaplan
      First Commonwealth Financial Corp., a financial institution in central and southwestern Pennsylvania, implemented the Balanced Scorecard for describing and implementing its new customer-focused strategy. Its founder and chairman decided that the Balanced Scorecard also... View Details
      Keywords: Balanced Scorecard; Corporate Strategy; Customers; Corporate Governance; Governing and Advisory Boards; Customer Relationship Management; Executive Compensation; Financial Services Industry; Banking Industry; Pennsylvania
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      Kaplan, Robert S. "First Commonwealth Financial Corporation." Harvard Business School Case 104-042, November 2003. (Revised August 2005.)
      • February 2003 (Revised March 2004)
      • Case

      Store24

      By: Susan L. Kulp, V.G. Narayanan and Dennis Campbell
      Illustrates how nonfinancial performance measures can be used to manage a business and evaluate the success of a strategy. View Details
      Keywords: Business or Company Management; Balanced Scorecard; Performance Evaluation; Strategy; Retail Industry
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      Kulp, Susan L., V.G. Narayanan, and Dennis Campbell. "Store24." Harvard Business School Case 103-058, February 2003. (Revised March 2004.)
      • 2003
      • Class Lecture

      Building Strategy-Focused Organizations with the Balanced Scorecard

      By: Robert S. Kaplan
      Keywords: Balanced Scorecard; Strategy
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      Kaplan, Robert S. "Building Strategy-Focused Organizations with the Balanced Scorecard." Boston: Harvard Business School Publishing Class Lecture, 2003. Electronic. (Faculty Lecture: HBSP Product Number 5356C.)
      • 2002
      • Chapter

      Use the Balanced Scorecard to Partner with Strategic Constituents: Employees, Customers, Suppliers, and Communities

      By: Robert S. Kaplan and David P. Norton
      Keywords: Balanced Scorecard; Employee Relationship Management; Customer Relationship Management; Business and Community Relations; Business and Stakeholder Relations
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      Kaplan, Robert S., and David P. Norton. "Use the Balanced Scorecard to Partner with Strategic Constituents: Employees, Customers, Suppliers, and Communities." Chap. 2 in Partnering: The New Face of Leadership, edited by Larraine Segil, Marshall Goldsmith, and James Belasco, 9–33. New York: AMACOM, 2002.
      • Article

      Applying the Balanced Scorecard in Healthcare Provider Organizations

      By: Syeda Noorein Inamdar and Robert S. Kaplan
      Keywords: Balanced Scorecard; Health; Organizations; Health Industry
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      Inamdar, Syeda Noorein, and Robert S. Kaplan. "Applying the Balanced Scorecard in Healthcare Provider Organizations." Journal of Healthcare Management 47, no. 3 (May–June 2002): 179–196.
      • January 2002 (Revised May 2003)
      • Case

      ProfitLogic

      By: Richard G. Hamermesh, Michael J. Roberts and Taslim Pirmohamed
      Describes an "application software" company that has been through several evolutions--from consulting firm to applications service provider (ASP). The firm has received significant venture funding to pursue the ASP model but this has not worked, at least at the time... View Details
      Keywords: History; Business Model; Venture Capital; Cash Flow; Decision Choices and Conditions; Balanced Scorecard; Information Technology Industry; Service Industry
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      Hamermesh, Richard G., Michael J. Roberts, and Taslim Pirmohamed. "ProfitLogic." Harvard Business School Case 802-110, January 2002. (Revised May 2003.)
      • December 2001 (Revised February 2008)
      • Case

      Borealis

      By: Robert S. Kaplan and Bjorn N. Jorgensen
      When Borealis, a European producer of plastics, used a traditional, time-consuming budgeting process, the budget was quickly out of date in a competitive environment characterized by continually changing input and output prices and dynamic market conditions. This case... View Details
      Keywords: Activity Based Costing and Management; Budgets and Budgeting; Forecasting and Prediction; Investment; Governance Controls; Balanced Scorecard; Management Systems; Manufacturing Industry; Europe
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      Kaplan, Robert S., and Bjorn N. Jorgensen. "Borealis." Harvard Business School Case 102-048, December 2001. (Revised February 2008.)
      • 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.
      • 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.)
      • June 2001 (Revised July 2001)
      • Case

      Boston Lyric Opera

      By: Robert S. Kaplan and Dennis Campbell
      The Boston Lyric Opera was the fastest growing opera company in North America during the 1990s. Having successfully completed a move to a larger facility in 1999, the board and general director recognize the need to develop a formal strategic planning and governance... View Details
      Keywords: Balanced Scorecard; Strategic Planning; Arts; Growth and Development Strategy; Governing and Advisory Boards; Fine Arts Industry; Massachusetts
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      Kaplan, Robert S., and Dennis Campbell. "Boston Lyric Opera." Harvard Business School Case 101-111, June 2001. (Revised July 2001.)
      • Article

      Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II

      By: Robert S. Kaplan and David P. Norton
      Keywords: Balanced Scorecard; Transformation; Performance; Measurement and Metrics; Strategy; Management
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      Kaplan, Robert S., and David P. Norton. "Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II." Accounting Horizons 15, no. 2 (June 2001).
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