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      Balance and StabilityRemove Balance and Stability →

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      • 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.)
      • March 2001 (Revised February 2004)
      • Case

      Power to the States: "Fiscal Wars" for FDI in Brazil

      By: Laura Alfaro, Yasheng Huang and Marios S. Kalochoritis
      On January 6, 1999, Itamar Franco, the governor of the state of Minas Gerais, the second-largest state in Brazil, declared a 90-day moratorium on its debt payment to the federal government. The announcement triggered a run on the Brazilian currency, the Real, and... View Details
      Keywords: International Relations; Investment; Financial Crisis; Borrowing and Debt; Brazil
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      Alfaro, Laura, Yasheng Huang, and Marios S. Kalochoritis. Power to the States: "Fiscal Wars" for FDI in Brazil. Harvard Business School Case 701-079, March 2001. (Revised February 2004.)
      • 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.
      • September 2000 (Revised October 2000)
      • Exercise

      Drivers of Industry Financial Structure

      By: Dwight B. Crane and Indra Reinbergs
      This case contains common-size balance sheets and financial ratios for 10 companies, each representative of a different industry. Students are asked to identify the industries from the structure of the financial statements. View Details
      Keywords: Finance
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      Crane, Dwight B., and Indra Reinbergs. "Drivers of Industry Financial Structure." Harvard Business School Exercise 201-039, September 2000. (Revised October 2000.)
      • summer 2000
      • Article

      The Balanced Scorecard: A Strategic Management System for Multi-Sector Collaboration and Strategy Implementation

      By: Robert S. Kaplan, Noorein Inamdar, Mary Lou Helfrich Jones and Rita Menitoff
      Keywords: Balanced Scorecard; Strategy; Management; Cooperation
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      Kaplan, Robert S., Noorein Inamdar, Mary Lou Helfrich Jones, and Rita Menitoff. "The Balanced Scorecard: A Strategic Management System for Multi-Sector Collaboration and Strategy Implementation." Quality Management in Health Care (summer 2000): 21–39.
      • February 2000 (Revised August 2000)
      • Case

      Microsoft Latin America

      By: Robert S. Kaplan, Alberto Ballve and Antonio Davila
      Mauricio Santillan, regional vice president for the Latin American division of Microsoft, has introduced a new performance measurement system to help his country managers formulate and control strategy. Microsoft Latin America's priorities are rolling out of an... View Details
      Keywords: Balanced Scorecard; Applications and Software; Emerging Markets; Crime and Corruption; Motivation and Incentives; Management Skills; Global Strategy; Strategy; Information Technology Industry; Latin America
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      Kaplan, Robert S., Alberto Ballve, and Antonio Davila. "Microsoft Latin America." Harvard Business School Case 100-040, February 2000. (Revised August 2000.)
      • December 1999 (Revised December 2000)
      • Case

      Charles Schwab: A Category of One

      By: Stephen P. Bradley and Thomas H. Esperson
      Examines Charles Schwab's on-line discount brokerage firm and questions whether or not Schwab has effectively balanced the old and new world of stock trading, and has remained a leader between giants like Merrill Lynch and Internet pure plays like E-Trade. Also looks... View Details
      Keywords: Financial Institutions; Banks and Banking; Technological Innovation; Goals and Objectives; Growth and Development Strategy; Growth Management; Competition; Competitive Strategy; Competitive Advantage; Banking Industry; Financial Services Industry
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      Bradley, Stephen P., and Thomas H. Esperson. "Charles Schwab: A Category of One." Harvard Business School Case 700-043, December 1999. (Revised December 2000.)
      • November 1999 (Revised July 2001)
      • Case

      New Profit Inc.: Governing the Nonprofit Enterprise

      By: Robert S. Kaplan
      New Profit, Inc. (NPI) is an innovative venture philanthropy fund. Founded by social entrepreneur Venessa Kirsch, NPI intends to raise large donations from individuals who wish to invest in nonprofit enterprises that could have a significant social impact and the... View Details
      Keywords: Balanced Scorecard; Nonprofit Organizations; Venture Capital; Social Entrepreneurship; Corporate Governance; Performance Evaluation; Financial Statements; Philanthropy and Charitable Giving; Service Industry
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      Kaplan, Robert S. "New Profit Inc.: Governing the Nonprofit Enterprise." Harvard Business School Case 100-052, November 1999. (Revised July 2001.)
      • November 1999
      • Article

      Why Governments Implement Temporary Stabilization Programs

      By: Laura Alfaro
      Keywords: Government and Politics
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      Alfaro, Laura. "Why Governments Implement Temporary Stabilization Programs." Journal of Applied Economics 2, no. 2 (November 1999).
      • May 1999 (Revised July 2000)
      • Teaching Note

      Reading Rehabilitation Hospital: Implementing Patient-Focused Care TN

      By: Jody H. Gittell and Sandra J. Sucher
      Teaching Note for (9-898-172). A rewritten version of an earlier teaching note. View Details
      Keywords: Health; Health Care and Treatment; Medical Specialties; Health Testing and Trials; Valuation; Service Operations; Balance and Stability; Production; Demand and Consumers; Risk and Uncertainty; Technology; Health Industry
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      Gittell, Jody H., and Sandra J. Sucher. "Reading Rehabilitation Hospital: Implementing Patient-Focused Care TN." Harvard Business School Teaching Note 899-139, May 1999. (Revised July 2000.)
      • March 1999
      • Case

      City of Charlotte (B)

      By: Robert S. Kaplan
      This case shows how two operating departments-transportation and police-translate the high-level corporate scorecard for the city into departmental balanced scorecards. The transportation department follows a highly structured approach designed to link initiatives... View Details
      Keywords: Crime and Corruption; Global Strategy; National Security; Balanced Scorecard; Organizational Design; Technology Adoption; Public Administration Industry; Transportation Industry
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      Kaplan, Robert S. "City of Charlotte (B)." Harvard Business School Case 199-043, March 1999.
      • March 1999
      • Case

      MySoftware Company (A)

      By: H. Kent Bowen and Nicole Tempest
      In 1997, Gregory Slayton took the position as CEO of MySoftware, which had been experiencing revenue and operating losses for the past two years. Within 90 days, he stabilized the company through a combination of cost cutting, financial discipline, and accountability... View Details
      Keywords: Decisions; Cost Management; Profit; Employees; Growth and Development Strategy; Operations; Outcome or Result; Partners and Partnerships; Internet and the Web; Applications and Software; Information Technology Industry
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      Bowen, H. Kent, and Nicole Tempest. "MySoftware Company (A)." Harvard Business School Case 699-121, March 1999.
      • March 1999 (Revised April 2017)
      • Teaching Note

      Citibank: Performance Evaluation

      By: Robert Simons and Antonio Dávila
      Teaching Note for (9-198-048). View Details
      Keywords: Strategy And Execution; Management Control Systems; Performance Measures; Performance Evaluation; Balanced Scorecard; Banking Industry
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      Simons, Robert, and Antonio Dávila. "Citibank: Performance Evaluation." Harvard Business School Teaching Note 199-047, March 1999. (Revised April 2017.)
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