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      • 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.)
      • Article

      Mastering Balance: How to Meet and Beat a Stronger Opponent

      By: David B. Yoffie and Mary Kwak
      Keywords: Balance and Stability
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      Yoffie, David B., and Mary Kwak. "Mastering Balance: How to Meet and Beat a Stronger Opponent." California Management Review 44, no. 2 (Winter 2002): 8–24.
      • 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.)
      • 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Borealis, a European producer of plastics, used a traditional, time-consuming budgeting process, the budget was quickly out of date in a competitive environment characterized by continually changing input and output prices and dynamic market conditions.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.)
      • October 2001 (Revised December 2001)
      • Case

      EU Takeover Directive

      By: Guhan Subramanian and Michelle Kalka
      The draft 13th Company Law Directive, originally written in the 1980s and first formally proposed in 1990, was intended to harmonize the takeover laws of the member states of the European Union (EU). From its inception, though, this bill was controversial. Nations... View Details
      Keywords: Conflict of Interests; Mergers and Acquisitions; Laws and Statutes; Policy; Problems and Challenges; Cross-Cultural and Cross-Border Issues; Germany; United Kingdom; European Union
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      Subramanian, Guhan, and Michelle Kalka. "EU Takeover Directive." Harvard Business School Case 902-066, October 2001. (Revised December 2001.)
      • 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.)
      • June 2001 (Revised May 2002)
      • Case

      Tradeoffs: Juggling Careers in Professional Services Firms with Private Life

      By: Thomas J. DeLong, Ashish Nanda, Scot Landry and Scott M O'Neil
      Balancing professional and private lives continues to challenge single and committed partners alike. Professionals are expected to work long hours. It is simply part of the ethos of professional service firms. This case focuses on the lives of three couples connected... View Details
      Keywords: Work-Life Balance; Family and Family Relationships; Problems and Challenges; Service Industry
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      DeLong, Thomas J., Ashish Nanda, Scot Landry, and Scott M O'Neil. "Tradeoffs: Juggling Careers in Professional Services Firms with Private Life." Harvard Business School Case 801-463, June 2001. (Revised May 2002.)
      • June 2001
      • Article

      Balancing Performance Measures

      By: S. Datar, S. Kulp and R. Lambert
      Keywords: Performance; Measurement and Metrics
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      Datar, S., S. Kulp, and R. Lambert. "Balancing Performance Measures." Journal of Accounting Research 39, no. 1 (June 2001): 75–92.
      • 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).
      • May 2001 (Revised May 2015)
      • Case

      Compagnie Lyonnaise de Transport (A)

      By: Michael Tushman and Michael J. Roberts
      Describes the issues surrounding the funding of a centralized research service that supports two related divisions. The company has a very decentralized and financially driven culture, and the centralized service is used unequally, setting up a conflict. View Details
      Keywords: Business Divisions; Organizational Culture; Relationships; Conflict Management; Balance and Stability; Transportation Industry; France
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      Tushman, Michael, and Michael J. Roberts. "Compagnie Lyonnaise de Transport (A)." Harvard Business School Case 401-040, May 2001. (Revised May 2015.)
      • March 2001 (Revised April 2001)
      • Case

      Montefiore Medical Center

      By: Robert S. Kaplan and Syeda Noorein Inamdar
      A large urban medical center implements the Balanced Scorecard management tool. Elaine Brennan, senior VP of operations, has reorganized a highly functional health care organization into decentralized patient care centers and support units. Having recently endured the... View Details
      Keywords: Balanced Scorecard; Health Care and Treatment; Management Systems; Organizational Structure; Corporate Strategy; Leadership Development; Growth and Development Strategy; Financial Reporting; Budgets and Budgeting; Cost Accounting; Corporate Accountability; Communication; Health Industry
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      Kaplan, Robert S., and Syeda Noorein Inamdar. "Montefiore Medical Center." Harvard Business School Case 101-067, March 2001. (Revised April 2001.)
      • Article

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

      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 I." Accounting Horizons 15, no. 1 (March 2001): 87–104.
      • Article

      On Balance: A CFO Interview

      By: Robert S. Kaplan and David P. Norton
      Keywords: Management; Balance and Stability
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      Kaplan, Robert S., and David P. Norton. "On Balance: A CFO Interview." CFO 17, no. 2 (February 2001): 72–78.
      • January 2001 (Revised March 2001)
      • Case

      Range, The (A)

      By: Kathleen L. McGinn, Tracy Thompson and Michael Smith
      Reveals the potential benefits and pitfalls of reorganization into teams in order to respond to environmental change. Takes place in the newsroom of a metropolitan daily newspaper. Both management and employees struggle to find new balance after a major restructuring... View Details
      Keywords: Organizational Change and Adaptation; Groups and Teams; Restructuring; Balance and Stability; Organizational Structure; Business Processes; Journalism and News Industry
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      McGinn, Kathleen L., Tracy Thompson, and Michael Smith. "Range, The (A)." Harvard Business School Case 801-330, January 2001. (Revised March 2001.)
      • October 2000 (Revised January 2002)
      • Case

      Individual and the Corporation, The: Kathy Levinson and E*TRADE (A)

      By: Joseph L. Badaracco Jr. and Susan Harmeling
      Kathy Levinson, the president and COO of ETRADE and a lesbian mother of two children, must decide whether and how to participate in the "No on Knight" campaign. The campaign opposes California ballot proposition 22, which requires California to recognize only marriages... View Details
      Keywords: Conflict of Interests; Leadership; Managerial Roles; Values and Beliefs; Decision Choices and Conditions; Gender; Diversity; Financial Services Industry
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      Badaracco, Joseph L., Jr., and Susan Harmeling. "Individual and the Corporation, The: Kathy Levinson and E*TRADE (A)." Harvard Business School Case 301-057, October 2000. (Revised January 2002.)
      • September 2000 (Revised October 2002)
      • Background Note

      Professional Services Module Seven: Becoming a Professional

      By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
      Discusses strategies for balancing private and professional life. View Details
      Keywords: Experience and Expertise; Success; Work-Life Balance
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      DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Seven: Becoming a Professional." Harvard Business School Background Note 801-013, September 2000. (Revised October 2002.)
      • September 2000
      • Background Note

      Professional Services Module Six: Succeeding in PSFs

      By: Thomas J. DeLong, Ashish Nanda and Scot H. Landry
      Emphasizes the skills and values that we believe successful professionals possess: change management and leadership skills, a proactive career management approach, effective processes of giving and receiving feedback, a clear ethical perspective, balance between... View Details
      Keywords: Management Skills; Service Industry
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      DeLong, Thomas J., Ashish Nanda, and Scot H. Landry. "Professional Services Module Six: Succeeding in PSFs." Harvard Business School Background Note 801-012, September 2000.
      • 2000
      • Book

      The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment

      By: Robert S. Kaplan and D. P. Norton
      Keywords: Balanced Scorecard
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      Kaplan, Robert S., and D. P. Norton. The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment. Boston, MA: Harvard Business School Press, 2000.
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