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      Balance and StabilityRemove Balance and Stability →

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      • 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.)
      • February 1999
      • Case

      PDVSA & Citgo (A): Seeking Stability in an Uncertain World

      By: Ashish Nanda
      In order to secure demand for its heavy oil, PDVSA buys 50% of the U.S. refining and retail company Citgo. In 1990, it buys the remaining 50% ownership of Citgo. The case describes the challenges faced by PDVSA and Citgo managements as they try to make their... View Details
      Keywords: Business or Company Management; Business Subsidiaries; Mergers and Acquisitions; Energy Sources; Mining Industry; Energy Industry
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      Nanda, Ashish, and Leopoldo E. Lopez Mendoza. "PDVSA & Citgo (A): Seeking Stability in an Uncertain World." Harvard Business School Case 899-220, February 1999.
      • December 1998 (Revised February 1999)
      • Case

      City of Charlotte (A)

      By: Robert S. Kaplan
      The city manager's office in Charlotte, North Carolina, is attempting to align and focus the city's programs and operating departments. City managers, working collaboratively with the elected mayor and city council, have identified five strategic themes to make... View Details
      Keywords: Balanced Scorecard; Government Administration; City; Growth and Development Strategy; Adoption; Public Sector; Management Teams; Programs; Performance Evaluation; Motivation and Incentives; Public Administration Industry; North Carolina
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      Kaplan, Robert S. "City of Charlotte (A)." Harvard Business School Case 199-036, December 1998. (Revised February 1999.)
      • November 1998 (Revised July 1999)
      • Case

      Merrill Lynch's Acquisition of Mercury Asset Management

      By: Andre F. Perold, Imran Ahmed and Randolph B Altschuler
      In the Spring of 1998, Merrill Lynch faced an array of challenges and opportunities related to its global asset management business. The firm had recently completed its $5.3 billion cash acquisition of U.K.-based Mercury Asset Management, a transaction that made it one... View Details
      Keywords: Acquisition; Asset Management; Currency; Financial Strategy; Global Strategy; Brands and Branding; Distribution; Production; Organizational Change and Adaptation; Retirement; Japan; Europe; United Kingdom
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      Perold, Andre F., Imran Ahmed, and Randolph B Altschuler. "Merrill Lynch's Acquisition of Mercury Asset Management." Harvard Business School Case 299-005, November 1998. (Revised July 1999.)
      • October 1998 (Revised September 1999)
      • Case

      Brazil Confronts an Interdependent World

      By: George C. Lodge and Cate Reavis
      Discusses the politics of change and how Brazilian President Fernando Henrique Cardoso, elected in 1994, has fought to promote systemic change in Brazil. While his Real Plan has stabilized inflation and attracted foreign investment, the nation's deficit continues to... View Details
      Keywords: Development Economics; Government and Politics; Inflation and Deflation; Foreign Direct Investment; Equality and Inequality; Change; Social Issues; Public Administration Industry; Brazil
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      Lodge, George C., and Cate Reavis. "Brazil Confronts an Interdependent World." Harvard Business School Case 799-004, October 1998. (Revised September 1999.)
      • August 1998 (Revised December 1998)
      • Case

      Wells Fargo Online Financial Services (B)

      By: Robert S. Kaplan and Nicole Tempest
      Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable... View Details
      Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Banking Industry
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      Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (B)." Harvard Business School Case 199-019, August 1998. (Revised December 1998.)
      • August 1998 (Revised June 2013)
      • Case

      Business Plan for Room For Dessert: Adding Unique Ingredients to Life's Balancing Act

      By: Joseph B. Lassiter III and Michael J. Roberts
      Summarizes the business plan for a concept restaurant focused on late evening dessert service as well as its subsequent rollout plan. View Details
      Keywords: Business Strategy; Planning; Business Plan; Outcome or Result; Service Operations; Experience and Expertise; Food and Beverage Industry; Food and Beverage Industry
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      Lassiter, Joseph B., III, and Michael J. Roberts. "Business Plan for Room For Dessert: Adding Unique Ingredients to Life's Balancing Act." Harvard Business School Case 899-008, August 1998. (Revised June 2013.)
      • July 1998 (Revised October 1999)
      • Case

      IPODERAC

      By: James E. Austin, Wendy Bermudez and Gustavo Escobar
      This 32-year-old nonprofit organization has dedicated itself to the care and social development of abandoned street children in Mexico. Examines the organization's efforts to achieve financial sustainability, particularly through earned income activities on its farm.... View Details
      Keywords: Social Entrepreneurship; Finance; Management; Organizations; Problems and Challenges; Nonprofit Organizations; Balance and Stability; Service Industry; Mexico
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      Austin, James E., Wendy Bermudez, and Gustavo Escobar. "IPODERAC." Harvard Business School Case 399-016, July 1998. (Revised October 1999.)
      • June 1998
      • Case

      PDVSA & CITGO: Plans for Transformation

      By: Ashish Nanda
      Supplements PDVSA & CITGO: Seeking Stability in an Uncertain World. View Details
      Keywords: Risk and Uncertainty; Balance and Stability
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      Nanda, Ashish, and Leopoldo E. Lopez Mendoza. "PDVSA & CITGO: Plans for Transformation." Harvard Business School Case 898-266, June 1998.
      • June 1998 (Revised August 2001)
      • Case

      Wells Fargo Online Financial Services (A)

      By: Robert S. Kaplan and Nicole Tempest
      Wells Fargo, the industry leader in electronic banking, has implemented a Balanced Scorecard in its online financial services group (OFS) to track and measure performance. The OFS group develops and supports services that allow existing and future banking customers to... View Details
      Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Banking Industry; Financial Services Industry
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      Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (A)." Harvard Business School Case 198-146, June 1998. (Revised August 2001.)
      • June 1998
      • Article

      The Politics of Monetary Leadership and Followership: Stability in the European Monetary System Since the Currency Crisis of 1992

      By: Rawi Abdelal
      Despite widespread scepticism, there is a fundamental continuity in the stability of the European Monetary System (EMS) before and after the 1992 crisis. Although speculative pressures provoked European leaders to widen the fluctuation bands of the Exchange Rate... View Details
      Keywords: Money; Leadership; System; Balance and Stability; Europe
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      Abdelal, Rawi. "The Politics of Monetary Leadership and Followership: Stability in the European Monetary System Since the Currency Crisis of 1992." Political Studies 46, no. 2 (June 1998): 236–259. (Winner of Harrison Prize Awarded each year for the best article published by Political Studies in that volume​.)
      • April 1998 (Revised November 1999)
      • Case

      Hambrecht & Quist

      By: Thomas J. DeLong and Nicole Tempest
      Hambrecht & Quist (H&Q), an investment bank headquartered in San Francisco, has a very unique culture relative to its Wall Street counterparts. Firm members and even competitors describe the culture as entrepreneurial, team-driven, non-bureaucratic, and... View Details
      Keywords: Mergers and Acquisitions; Corporate Entrepreneurship; Investment Banking; Growth and Development Strategy; Emerging Markets; Organizational Culture; Competitive Advantage; Banking Industry; San Francisco
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      DeLong, Thomas J., and Nicole Tempest. "Hambrecht & Quist." Harvard Business School Case 898-161, April 1998. (Revised November 1999.)
      • April 1998 (Revised May 2000)
      • Case

      Guidant Corporation: Shaping Culture Through Systems

      By: Robert L. Simons and Antonio Davila
      Guidant is a successful IPO start-up selling pacemakers and defibrillators. The case describes how managers install systems to balance innovation and control. Three parts of a shareholder value strategy are described. Controls include incentive systems, beliefs... View Details
      Keywords: Innovation Strategy; Corporate Strategy; Motivation and Incentives; Planning; Risk Management; Management Systems; Business Strategy; Value Creation; System; Medical Devices and Supplies Industry; Medical Devices and Supplies Industry; Medical Devices and Supplies Industry
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      Simons, Robert L., and Antonio Davila. "Guidant Corporation: Shaping Culture Through Systems." Harvard Business School Case 198-076, April 1998. (Revised May 2000.)
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