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    • All HBS Web  (437)
      • Faculty Publications  (59)

      Strategy MapRemove Strategy Map →

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      • September 2009 (Revised May 2011)
      • Case

      Sniffing Out Opportunities at PetSmart

      By: V.G. Narayanan and Lisa Brem
      The pet and pet supply industry was one of the few bright lights in an otherwise dismal retail outlook in 2009. This case gives background pet retail industry information and strategic positioning information for both PetSmart and PETCO to enable students to develop... View Details
      Keywords: Balanced Scorecard; Industry Growth; Industry Structures; Competitive Strategy; Retail Industry
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      Narayanan, V.G., and Lisa Brem. "Sniffing Out Opportunities at PetSmart." Harvard Business School Case 110-025, September 2009. (Revised May 2011.)
      • September 2009 (Revised August 2011)
      • Case

      Transworld Auto Parts (A)

      By: V.G. Narayanan and Lisa Brem
      Transworld Auto Parts had to implement its new strategy flawlessly to survive the auto industry upheaval. The new CEO asked her leadership team to craft strategy maps and balanced scorecards to help each division implement its strategies. View Details
      Keywords: Business Divisions; Leadership; Balanced Scorecard; Management Teams; Business Strategy; Corporate Strategy; Auto Industry; Manufacturing Industry
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      Narayanan, V.G., and Lisa Brem. "Transworld Auto Parts (A)." Harvard Business School Case 110-027, September 2009. (Revised August 2011.)
      • 2008
      • Chapter

      Conceptual Foundations of the Balanced Scorecard

      By: Robert S. Kaplan

      David Norton and I introduced the Balanced Scorecard in a 1992 Harvard Business Review article. The article was based on a multi-company research project that studied performance measurement in companies whose intangible assets played a central role in value... View Details

      Keywords: Balanced Scorecard; Management Systems; Measurement and Metrics; Performance Improvement; Strategy
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      Kaplan, Robert S. "Conceptual Foundations of the Balanced Scorecard." Chap. 1.03 in Handbook of Management Accounting Research. Vol. 3, edited by Christopher Chapman, Anthony Hopwood, and Michael Shields. Elsevier, 2008.
      • 2008
      • Book

      Execution Premium: Linking Strategy to Operations for Competitive Advantage

      By: Robert S. Kaplan and David P. Norton
      In a world of stiffening competition, business strategy is more crucial than ever. Yet most organizations struggle in this area--not with formulating strategy but with executing it, or putting their strategy into action. Owing to execution failures, companies realize... View Details
      Keywords: Management Analysis, Tools, and Techniques; Operations; Performance; Strategic Planning; Business Strategy
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      Kaplan, Robert S., and David P. Norton. Execution Premium: Linking Strategy to Operations for Competitive Advantage. Harvard Business Press, 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.)
      • 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.)
      • Article

      How Strategy Maps Frame an Organization's Objectives

      By: Robert S. Kaplan and David P. Norton
      Keywords: Strategy; Organizations; Goals and Objectives
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      Kaplan, Robert S., and David P. Norton. "How Strategy Maps Frame an Organization's Objectives." Financial Executive 20, no. 2 (March–April 2004).
      • Article

      Strategy Maps

      By: Robert S. Kaplan and David P. Norton
      Keywords: Strategy
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      Kaplan, Robert S., and David P. Norton. "Strategy Maps." Strategic Finance 85, no. 9 (March 2004).
      • August 2002 (Revised January 2003)
      • Case

      Siebel Systems: Anatomy of a Sale, Part 1

      By: John A. Deighton and Das Narayandas
      How does a $2 million software sale happen? This case traces efforts by Siebel Systems to sell lead management software to discount broker Quick & Reilly. The buying process is mapped out over four years. Covers in detail the last six months—from Siebel's initial... View Details
      Keywords: Leadership; Management Analysis, Tools, and Techniques; Marketing Strategy; Consumer Behavior; Organizational Structure; Behavior; Competition; Applications and Software; Technology Industry
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      Deighton, John A., and Das Narayandas. "Siebel Systems: Anatomy of a Sale, Part 1." Harvard Business School Case 503-021, August 2002. (Revised January 2003.) (request a courtesy copy.)
      • August 2002 (Revised February 2003)
      • Case

      Siebel Systems: Anatomy of a Sale, Part 2

      By: John A. Deighton and Das Narayandas
      How does a $2 million software sale happen? This case traces efforts by Siebel Systems to sell lead management software to discount broker Quick & Reilly. The buying process is mapped out over four years. Covers in detail the last six months--from Siebel's initial... View Details
      Keywords: Business Cycles; Leadership; Management Analysis, Tools, and Techniques; Marketing Strategy; Consumer Behavior; Organizational Structure; Behavior; Competition; Applications and Software; Technology Industry
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      Deighton, John A., and Das Narayandas. "Siebel Systems: Anatomy of a Sale, Part 2." Harvard Business School Case 503-022, August 2002. (Revised February 2003.)
      • August 2002
      • Case

      Siebel Systems: Anatomy of a Sale, Part 3

      By: John A. Deighton and Das Narayandas
      How does a $2 million software sale happen? This case traces efforts by Siebel Systems to sell lead management software to discount broker Quick & Reilly. The buying process is mapped out over four years. Covers in detail the last six months--from Siebel's initial... View Details
      Keywords: Sales; Decision Choices and Conditions; Competitive Strategy; Customer Relationship Management; Product Marketing; Information Technology Industry
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      Deighton, John A., and Das Narayandas. "Siebel Systems: Anatomy of a Sale, Part 3." Harvard Business School Case 503-023, August 2002.
      • 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.)
      • September – October 2000
      • Article

      Having Trouble with Your Strategy? Then Map It

      By: Robert S. Kaplan and David P. Norton
      Keywords: Strategy
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      Kaplan, Robert S., and David P. Norton. "Having Trouble with Your Strategy? Then Map It." HBR00509. Harvard Business Review 78, no. 5 (September–October 2000): 167–176.
      • November – December 1998
      • Article

      Clusters and the New Economics of Competition

      By: Michael E. Porter
      This article explains how clusters foster high levels of productivity and innovation and lays out the implications for competitive strategy and economic policy. Economic geography in an era of global competition poses a paradox. In theory, location should no longer be... View Details
      Keywords: Economics; United States
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      Porter, Michael E. "Clusters and the New Economics of Competition." Harvard Business Review 76, no. 6 (November–December 1998): 77–90.
      • March 1999 (Revised December 2001)
      • Background Note

      Analyzing Consumer Perceptions

      By: Robert J. Dolan
      Describes the perceptual mapping techniques in a non-technical fashion. The procedure is useful for the depiction of the structure of the market. Discusses alternative methods, presents examples of each, and shows how the maps can be used in marketing decision making. View Details
      Keywords: Industry Structures; Marketing Strategy; Consumer Behavior
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      Dolan, Robert J. "Analyzing Consumer Perceptions." Harvard Business School Background Note 599-110, March 1999. (Revised December 2001.)
      • Research Summary

      Overview

      By: Roberto Verganti
      Roberto’s research focuses on how to create innovations that are meaningful for people, for society, and for their creators. He explores how leaders and organizations generate radically new visions, and make those visions come real. His studies lie at the intersection... View Details
      Keywords: Integrated Design; Strategy; Design Thinking; Innovation; Artificial Intelligence; Design; Technology; Leadership; Innovation Strategy
      • Research Summary

      Performance Management Systems

      By: Robert S. Kaplan
      Kaplan's research on performance management systems includes further applications of strategy maps and The Balanced Scorecard for effective strategy execution. His recent research... View Details
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