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  • April 2001 (Revised August 2001)
  • Case

Strategic Planning at Sun Life

Describes the firm's strategic planning activities and focuses on the challenge of developing processes that enable the firm to improve the core business as well as processes that foster the creation of promising new business opportunities. View Details
Keywords: Strategic Planning
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Roberto, Michael. "Strategic Planning at Sun Life." Harvard Business School Case 301-084, April 2001. (Revised August 2001.)
  • January 2003 (Revised March 2005)
  • Case

Planning in Professional Service Firms

By: Ashish Nanda
In this case, four consultants discuss business planning issues that they are each having within their respective consulting firms. The case addresses how professional compensation, project staffing, hours worked, overhead costs, and billing rates impact profitability. View Details
Keywords: Business or Company Management; Strategic Planning; Profit; Consulting Industry
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Nanda, Ashish, and Kelley Elizabeth Morrell. "Planning in Professional Service Firms." Harvard Business School Case 903-085, January 2003. (Revised March 2005.)
  • October 2003 (Revised March 2008)
  • Case

Salick Cardiovascular Centers: Business Plan

By: Regina E. Herzlinger, Kaushik Sen, Alex Tkachenko and Carolyn Wolff
A seasoned health services entrepreneur develops a business plan for a cardiovascular-focused factory. Will it work? View Details
Keywords: Factories, Labs, and Plants; Business Plan; Business Startups; Entrepreneurship; Medical Specialties; Health Industry
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Herzlinger, Regina E., Kaushik Sen, Alex Tkachenko, and Carolyn Wolff. "Salick Cardiovascular Centers: Business Plan." Harvard Business School Case 304-007, October 2003. (Revised March 2008.)
  • July 1998 (Revised November 2004)
  • Exercise

Succession Planning Worksheet

By: John A. Davis
Copyrighted by John Davis. View Details
Keywords: Management Succession
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Davis, John A. "Succession Planning Worksheet." Harvard Business School Exercise 899-023, July 1998. (Revised November 2004.)
  • January 2002 (Revised November 2010)
  • Case

Strategic Planning at NFTE

By: Allen S. Grossman and Daniel F. Curran
The National Foundation for Teaching Entrepreneurship (NFTE), is a successful nonprofit poised on the verge of explosive growth. The senior management contracted with McKinsey consultants to help guide the process. The founders of NFTE brought it from a small program... View Details
Keywords: Entrepreneurship; Growth and Development Strategy; Growth Management; Organizational Change and Adaptation; Organizational Structure; Partners and Partnerships; Nonprofit Organizations
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Grossman, Allen S., and Daniel F. Curran. "Strategic Planning at NFTE." Harvard Business School Case 302-002, January 2002. (Revised November 2010.)
  • 25 Oct 2004
  • Research & Ideas

Planning for Surprises

The train wreck that was Enron's collapse is only one big, blatant example of how some disasters catch us unawares—but shouldn't. In fact, according to Max H. Bazerman and Michael D. Watkins, many surprises in all types and sizes of organizations are predictable and... View Details
Keywords: by Martha Lagace
  • December 2001 (Revised February 2004)
  • Case

Argentina's Convertibility Plan

By: Rafael M. Di Tella and Ingrid Vogel
Describes the political and economic development in Argentina from 1989 to 1995, with a focus on the role of the currency board. Culminates in Argentine policy makers (Menem in particular) contemplating how to respond to the tequila crisis in the middle of 1995.... View Details
Keywords: Currency Exchange Rate; Government and Politics; Interest Rates; Balance and Stability; Developing Countries and Economies; Financial Crisis; Crisis Management; Policy; Currency; Macroeconomics; Argentina
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Di Tella, Rafael M., and Ingrid Vogel. "Argentina's Convertibility Plan." Harvard Business School Case 702-002, December 2001. (Revised February 2004.)
  • March 1992
  • Case

Amgen, Inc.: Planning the Unplannable

By: Nitin Nohria
By the early 1990s, Amgen--a pharmaceutical company started little over a decade ago as Applied Molecular Genetics--was within range of becoming a billion-dollar company. With two extremely successful biotechnology drugs on the market, Amgen stood as the largest and... View Details
Keywords: Growth and Development Strategy; Strategic Planning; Success; Risk and Uncertainty; Pharmaceutical Industry
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Nohria, Nitin. "Amgen, Inc.: Planning the Unplannable." Harvard Business School Case 492-052, March 1992.
  • 06 Sep 2004
  • Research & Ideas

The Innovator’s Battle Plan

satisfied, high-paying customers. In essence, incumbents can disassociate themselves from a business in exchange for a better one. How can we identify when flight is in progress? Changes in customer or product mix can be a clear sign of flight, as are View Details
Keywords: by Clayton M. Christensen, Scott D. Anthony & Erik A. Roth
  • May 1995 (Revised March 1996)
  • Case

ToyWorld, Inc.: Information Technology Planning

By: Lynda M. Applegate
ToyWorld, a fast growing retailer, was revitalizing its information technology (IT) infrastructure and called in AT&T to help plan for the future. Five strategic alternatives for use of information and communications technology were identified through value chain... View Details
Keywords: Strategic Planning; Information Technology; Growth and Development; Expansion; Partners and Partnerships; Retail Industry
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Applegate, Lynda M. "ToyWorld, Inc.: Information Technology Planning." Harvard Business School Case 195-262, May 1995. (Revised March 1996.)
  • March 1990 (Revised November 1999)
  • Case

MCI Communications: Planning for the 1990s

By: Robert L. Simons and Hilary Weston
Concentrates on the evolution of MCI's strategy-setting process following a period of dramatic growth. Opportunistic strategies during MCI's early years have given top managers a dislike of formal strategic planning and a strongly-held belief in top down strategy... View Details
Keywords: Globalization; Growth and Development; Planning; Strategic Planning; Growth Management; Business or Company Management; Competition; Alignment; Communications Industry
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Simons, Robert L., and Hilary Weston. "MCI Communications: Planning for the 1990s." Harvard Business School Case 190-136, March 1990. (Revised November 1999.)
  • December 1989
  • Background Note

Action Planning in Human Resource Management

Lays out a framework for action planning in human resource management. Prepared for use in the first year MBA HRM course. View Details
Keywords: Management; Human Resources; Planning
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Raff, Daniel M G. "Action Planning in Human Resource Management." Harvard Business School Background Note 490-046, December 1989.
  • August 2020
  • Background Note

Six Simple Steps to Action Planning

By: Tsedal Neeley
As a leader, you will need to master action plans to implement solutions that advance your organizational goals. Here are six simple steps to diagnosing situations and systematically developing action plans. View Details
Keywords: Organizations; Goals and Objectives; Planning
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Neeley, Tsedal. "Six Simple Steps to Action Planning." Harvard Business School Background Note 421-033, August 2020.
  • February 2025
  • Course Overview Note

Leadership Execution and Action Planning (LEAP)

By: Ryan Raffaelli
This is an instructor-only course overview note for the course Leadership Execution and Action Planning (LEAP). View Details
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Raffaelli, Ryan. "Leadership Execution and Action Planning (LEAP)." Harvard Business School Course Overview Note 425-058, February 2025.
  • 1991
  • Chapter

Marketing Planning and Organization

By: R. J. Dolan and A. J. Silk
Keywords: Marketing; Planning; Organizational Design
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Dolan, R. J., and A. J. Silk. "Marketing Planning and Organization." In Strategic Marketing Management, by R. J. Dolan. Boston: Harvard Business School Press, 1991.
  • December 1978
  • Case

Mead Corp.: Strategic Planning

By: Francis Aguilar
Keywords: Strategic Planning; Pulp and Paper Industry
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Aguilar, Francis. "Mead Corp.: Strategic Planning." Harvard Business School Case 379-070, December 1978.
  • October 1997
  • Case

Planned Parenthood Federation of America (B)

By: V. Kasturi Rangan and Elaine V. Backman
Outlines the process of strategy reinvention adopted by Planned Parenthood. It lays out the new strategic proposals, and the reactions of the various constituencies to those proposals. View Details
Keywords: Change Management; Framework; Core Relationships; Risk and Uncertainty; Adaptation; Health Industry
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Rangan, V. Kasturi, and Elaine V. Backman. "Planned Parenthood Federation of America (B)." Harvard Business School Case 598-002, October 1997.
  • November 1998 (Revised December 1998)
  • Background Note

Templates for Profit Planning

By: Robert L. Simons
A one-page visual to support the key variables to be considered in building a profit plan. View Details
Keywords: Profit; Planning
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Simons, Robert L. "Templates for Profit Planning." Harvard Business School Background Note 199-032, November 1998. (Revised December 1998.)
  • September 1999
  • Case

Throughline Company Business Plan

By: Lynda M. Applegate and Sheila L Marcelo
Keywords: Business Plan
Citation
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Applegate, Lynda M., and Sheila L Marcelo. "Throughline Company Business Plan." Harvard Business School Case 800-140, September 1999.
  • March 2004
  • Article

Lofty Missions, Down-to-Earth Plans

By: V. K. Rangan
Keywords: Mission and Purpose; Planning
Citation
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Rangan, V. K. "Lofty Missions, Down-to-Earth Plans." Harvard Business Review 82, no. 3 (March 2004).
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