Publications

Oct 14 2014
Short Film

The Explainer: The Balanced Scorecard

July 2022
Article

Private Equity and COVID-19

By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov

We survey more than 200 private equity (PE) managers from firms with $1.9 trillion of assets under management (AUM) about their portfolio performance, decisionmaking and activities during the Covid-19 pandemic. Given that PE managers have significant incentives to... View Details

Keywords: COVID-19 Pandemic; Health Pandemics; Private Equity; Management; Investment Portfolio; Performance; Decision Making; Value Creation

08 Sep 2015
News

What Are a Hospital’s Costs? Utah System Is Trying to Learn

01 Nov 2020
News

The Risks You Can’t Foresee

21 Aug 2018
News

What Does Knee Surgery Cost? Few Know, and That’s a Problem

July 1978
Teaching Note

Walton Instruments--1970, Teaching Note

By: Robert H. Hayes and Steven C. Wheelwright

Keywords: Asset Management; Production; Quality

April 1997
Case

Peoria Engine Plant (A): (Abridged)

By: Robert S. Kaplan and Amy P. Hutton

Describes the cost control system used at an automobile engine plant for labor and overhead costs. The finance staff prepares daily, weekly, and monthly variance reports against budgets. Department supervisors, finance staff, and the plant manager discuss the use and... View Details

Keywords: Motivation and Incentives; Cost Management; Financial Reporting; Performance Improvement; Budgets and Budgeting; Auto Industry

Educators

November 1993 (Revised March 1997)
Case

Romeo Engine Plant

By: Amy P. Hutton and Robert S. Kaplan

A newly reopened automobile engine plant has been organized along total quality and teamwork principles. Employees now is to solve problems and ensure quality, rather than watch parts being produced. New operating and financial systems have been installed to promote... View Details

Keywords: Organizational Change and Adaptation; Motivation and Incentives; Management Practices and Processes; Groups and Teams; Performance Efficiency; Performance Improvement; Manufacturing Industry; Auto Industry

Educators

June 1993 (Revised March 1997)
Teaching Note

Peoria Engine Plant (A) and (B) TN

By: Robert S. Kaplan and Amy P. Hutton

Teaching Note for (9-193-082) and (9-193-083). View Details

Keywords: Auto Industry

September 1992
Teaching Note

Burlington Northern: The ARES Decision (A) and (B) TN

By: Robert S. Kaplan and Julie H. Hertenstein

Teaching Note for (9-191-122) and (9-191-123). View Details

Keywords: Rail Industry

2005
Working Paper

Creating the Office of Strategy Management

By: Robert S. Kaplan and David P. Norton

Read Now

Article

On Balance: A CFO Interview

By: Robert S. Kaplan and David P. Norton

Keywords: Management; Balance and Stability

20 Dec 2019
News

The 19 Musts of 2019

‘How did you get there?’ ” Courtesy source Courtesy source —Jahn Karsybaev (GMP 26, 2019), CTO at ProSource IT and host of The Ivy Podcast MUST READ Can American Capitalism Survive? by Steven Pearlstein “Pearlstein challenges what has... View Details

Keywords: podcast; Arts, Entertainment

2020
Working Paper

Private Equity and COVID-19

By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov

We survey more than 200 private equity (PE) managers from firms with $1.9 trillion of assets under management (AUM) about their portfolio performance, decisionmaking and activities during the Covid-19 pandemic. Given that PE managers have significant incentives to... View Details

Keywords: Health Pandemics; Private Equity; Management; Investment Portfolio; Performance; Decision Making; Value Creation

Read Now

April 1997
Case

Romeo Engine Plant (Abridged)

By: Robert S. Kaplan and Amy P. Hutton

A newly reopened automobile engine plant has been organized along total quality and teamwork principles. Employees now solve problems and ensure quality, rather than watch parts being produced. New operating and financial systems have been installed to promote... View Details

Keywords: Cost Accounting; Cost Management; Groups and Teams; Employees; Performance Improvement; Auto Industry

Educators

March 1996
Case

Provigo, Inc.

By: Kenneth A. Merchant and Robert S. Kaplan

September 2011
Other Article

How to Solve the Cost Crisis in Health Care

By: Robert S. Kaplan and Michael E. Porter

Keywords: Health

December 1992 (Revised March 1997)
Case

Peoria Engine Plant (A)

By: Robert S. Kaplan and Amy P. Hutton

Describes the cost control system used at an automobile engine plant for labor and overhead costs. The finance staff prepares daily, weekly, and monthly variance reports against budgets. Department supervisors, finance staff, and the plant manager discuss the use and... View Details

Keywords: Cost Management; Cost Accounting; Budgets and Budgeting; Earnings Management; Reports; Financial Reporting; Management Analysis, Tools, and Techniques; Performance Improvement; Performance Productivity; Factories, Labs, and Plants; Auto Industry

September 2011
Article

How to Solve the Cost Crisis in Health Care

By: Robert S. Kaplan and Michael E. Porter

Existing health care costing systems have serious flaws that make it impossible to measure costs accurately at the individual patient and medical condition level. This gap has severely limited meaningful cost reduction throughout the system. The paper describes a new... View Details

Keywords: Cost; Health Care and Treatment; Measurement and Metrics; Service Delivery; Outcome or Result; Quality; Health Industry