Publications
Publications
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- All HBS Web
(208)
- Faculty Publications (102)
- 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
- Article
Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I
By: Robert S. Kaplan and David P. Norton
- 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
- 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
- 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
- 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
- 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
- March 1999 (Revised April 2017)
- Teaching Note
Citibank: Performance Evaluation
By: Robert Simons and Antonio Dávila
Teaching Note for (9-198-048). View Details
- 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
- 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
- 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
- March 1998
- Teaching Note
Chemical Bank: Implementing the Balanced Scorecard TN
By: Krishna G. Palepu and Kenneth A. Merchant
Teaching Note for (9-195-210). (Not listed on case). View Details
Keywords: Banking Industry
- December 1997 (Revised October 1999)
- Case
Citibank: Performance Evaluation
By: Robert L. Simons and Antonio Davila
Citibank has introduced a new, comprehensive performance-scorecard system. A regional president struggles with a tough decision: how to evaluate an outstanding branch manager who has scored poorly on an important customer satisfaction measure. This case provides a... View Details
- June 1997 (Revised May 1998)
- Case
Mobil USM&R (A1)
By: Robert S. Kaplan
First of a two-part case on the development and use of a Balanced Scorecard (BSC) at Mobil's US Marketing and Refining Division. Split from the original (A) case to give students an opportunity to suggest objectives and measures for the division's initial BSC, without... View Details
- June 1997 (Revised May 1998)
- Case
Mobil USM&R (A2)
By: Robert S. Kaplan
Second of a two-part case on the development and use of a Balanced Scorecard (BSC) at Mobil's US Marketing and Refining Division. This case describes the completed BSC, and how this was linked to the BSCs of the independent business units and the internal service... View Details
- June/July 1997
- Article
Why Does Business Need a Balanced Scorecard? Part II
By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
- Article
Why Does Business Need a Balanced Scorecard? Part II
By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
- February/March 1997
- Article
Why Does Business Need a Balanced Scorecard? Part I
By: Robert S. Kaplan and David Norton
Keywords: Balanced Scorecard
- November 1996 (Revised April 1999)
- Case
United Way of Southeastern New England (UWSENE)
By: Robert S. Kaplan and Ellen L. Kaplan / RA
A regional United Way organization, a nonprofit already active in total quality management, implements a Balanced Scorecard to link its strategic planning objectives with day-to-day operations, and is able to translate its vision and strategy into objectives and... View Details
- October 1996 (Revised April 1998)
- Case
Mobil USM&R (D): Gasoline Marketing
By: Robert S. Kaplan
Mobil US Marketing & Refining has shifted from a centralized staff-driven organization to decentralized business-units. Staff functions now must negotiate service agreements with a buyer's committee consisting of representatives from the profit-center business units.... View Details