Publications

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March 2020
Article

Voluntary, Self-Regulatory, and Mandatory Disclosure of Oil and Gas Company Payments to Foreign Governments

By: Paul M. Healy and George Serafeim

Concerns about high rates of government corruption in resource-rich countries have led transparency advocates to urge oil and gas firms to disclose payments to host governments for natural resources. Transparency, they argue, can increase government accountability and... View Details

Keywords: Oil ＆ Gas; Corruption; Transparency; Self-regulation; Industry Self-regulation; Regulation; Disclosure; Disclosure Regulation; Energy Sources; Crime and Corruption; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Energy Industry

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February 1996
Case

Chadwick, Inc.: The Balanced Scorecard (Abridged)

By: Robert S. Kaplan

The pharmaceutical division of a diversified company has been asked to develop a Balanced Scorecard. Research and development projects take about ten years to bring a new product to the marketplace and the division depends on good relations and active feedback from its... View Details

Keywords: Balanced Scorecard; Research and Development; Product Launch; Commercialization; Consumer Behavior; Customer Focus and Relationships; Performance Evaluation; Pharmaceutical Industry

September 2009
Article

Deterring Online Advertising Fraud Through Optimal Payment in Arrears

By: Benjamin Edelman

Online advertisers face substantial difficulty in selecting and supervising small advertising partners. Fraud can be well hidden, and limited reputation systems reduce accountability. But partners are not paid until after their work is complete, and advertisers can... View Details

Keywords: Cost Management; Misleading and Fraudulent Advertising; Profit; Online Advertising; Advertising Industry

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September 2014
Case

Balanced Scorecard at Delta/Signal Corp.

By: V.G. Narayanan

This auto parts company has just ousted its longtime CEO and founder, and the new, professional CEO is badly in need of a coherent strategy, clear objectives and metrics, and initiatives that are aligned with the strategy and objectives. Will the balanced scorecard... View Details

Keywords: Balanced Scorecard; Business Strategy; Financial Reporting; Leading Change; Performance Evaluation; Growth and Development Strategy; Web Services Industry; Auto Industry

November 2012
Case

New Balance Athletic Shoe, Inc. (Abridged)

By: H. Kent Bowen, Robert S. Huckman, Carin-Isabel Knoop and Matthew Preble

Considers whether New Balance, one of the world's five largest manufacturers of athletic footwear, should respond to Adidas' planned acquisition of Reebok—a transaction that would join the second- and third-largest companies in the industry. Highlights the unique... View Details

Keywords: Production; Competitive Strategy; Supply Chain; Brands and Branding; Apparel and Accessories Industry; Sports Industry; Retail Industry; Asia; United States

February 1995 (Revised June 1999)
Case

Chemical Bank: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Norman Klein

The retail bank division of Chemical Bank faces declining margins and increased competition in its credit and deposit gathering and processing business. It wishes to implement a new strategy to become a preferred financial service provider to target customer groups.... View Details

Keywords: Balanced Scorecard; Adoption; Growth and Development Strategy; Communication Strategy; Customer Relationship Management; Management Systems; Performance Evaluation; Banks and Banking; Measurement and Metrics; Banking Industry

08 Aug 2005
Research & Ideas

A Balanced Scorecard Approach To Measure Customer Profitability

The Balanced Scorecard introduced customer metrics into performance management systems. Scorecards feature all manner of wonderful objectives relating to the customer value proposition and customer outcome... View Details

Keywords: by Robert S. Kaplan

23 Jul 2008
Sharpening Your Skills

Sharpening Your Skills: Balanced Scorecard in Action

reduce the gap between strategy and execution? Does the BSC work in testing strategy? How Can The Balanced Scorecard Improve Corporate Governance? Working Paper: Improving Corporate Governance with the View Details

February 2019 (Revised January 2022)
Case

The U.S. – China Trade War

By: Alberto Cavallo, Mariana Cal and Anne Laski

On December 1, 2018, U.S. President Donald Trump and China’s Leader Xi Jinping faced each other across a dinner table during a G20 meeting in Buenos Aires, Argentina. After what Trump called an “amazing and productive meeting,” the two leaders announced a truce in the... View Details

Keywords: Trade War; Trump; Current Account; NAFTA; Balance Of Payments; Intellectual Property Protection; Trade; Macroeconomics; Economic Slowdown and Stagnation; International Relations; United States; China

August 1983 (Revised February 1988)
Supplement

Kennedy and the Balance of Payments, Exercise Worksheet

By: David B. Yoffie

Supplements the case. View Details

Keywords: United States

March 2015
Case

Statoil: Transparency on Payments to Governments

By: George Serafeim

The Statoil case describes the challenge of increasing transparency, in extractive industries, around host county government payments. The case describes Statoil's reasoning behind voluntarily disclosing host country government payments, and the events that led to this... View Details

Keywords: Corruption; Disclosure; Disclosure Strategy; Regulation; Industry Self-regulation; Corporate Governance; Corporate Accountability; Bribery; Sustainability; Corporate Social Responsibility; Government Legislation; Cost vs Benefits; Corporate Disclosure; Mining; Mining Industry; United States

January 1980 (Revised April 1994)
Case

New Balance Athletic Shoes

By: Kim B. Clark

Faced with growth exceeding 100% per year, James Davis, president of New Balance, must decide how to meet the need for additional capacity. Several factors contribute to a climate of extreme uncertainty. Several options are considered, ranging from a second shift to... View Details

Keywords: Factories, Labs, and Plants; Forecasting and Prediction; Financial Strategy; Information; Growth Management; Organizational Design; Performance Capacity; Risk and Uncertainty; Apparel and Accessories Industry; Republic of Ireland

Article

Managing Alliances with the Balanced Scorecard

By: Robert S. Kaplan, David P. Norton and Bjarne Rugelsjoen

The article addresses failures in strategic alliances and illustrates, via a detailed description of the successful strategic alliance between Solvay Pharmaceuticals Inc. and Quintiles company how the creation of a strategy map and Balanced Scorecard helps align the... View Details

Keywords: Alliances; Balanced Scorecard; Employees; Alignment; Corporate Governance; Interests; Management Practices and Processes; Goals and Objectives; Partners and Partnerships

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2004
Chapter

The Role of Speaking Up in Work Life Balancing

By: A. Edmondson and J. R. Detert

Keywords: Work-Life Balance