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    • All HBS Web  (388)
      • Faculty Publications  (104)

      Formulating StrategyRemove Formulating Strategy →

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      • February 2003 (Revised February 2009)
      • Case

      Yahoo!: Becoming a Competitor in the Career Listings Space (B)

      By: Kathleen L. McGinn and Nicole Nasser
      After weighing the pros and cons of making an unsolicited bid for HotJobs.com (an online recruiting company already under contract to be acquired by TMP Worldwide), the executive team of Yahoo! decides to make an immediate move rather than wait for the Federal Trade... View Details
      Keywords: Mergers and Acquisitions; Management Teams; Bids and Bidding; Negotiation Process; Strategy
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      McGinn, Kathleen L., and Nicole Nasser. "Yahoo!: Becoming a Competitor in the Career Listings Space (B)." Harvard Business School Case 903-072, February 2003. (Revised February 2009.)
      • February 2003 (Revised December 2005)
      • Case

      Susan Griffin: Formulation of a Long-Term Investment Strategy

      By: Dwight B. Crane and Julia Stevens
      Susan Griffin, owner and cofounder of a small manufacturing company, is formulating a long-term investment strategy. Griffin plans to sell her $10 million company and invest the revenue. She must decide how to allocate her investment so that she can rely entirely on... View Details
      Keywords: Strategy; Business Exit or Shutdown; Investment
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      Crane, Dwight B., and Julia Stevens. "Susan Griffin: Formulation of a Long-Term Investment Strategy." Harvard Business School Case 203-072, February 2003. (Revised December 2005.)
      • February 2003 (Revised February 2006)
      • Background Note

      Use and Abuse of Analogies, The

      By: Giovanni M. Gavetti and Jan W. Rivkin
      Examines how managers use, and sometimes misuse, analogical reasoning as they formulate their strategies. Suggests a process that managers can employ to use analogies productivity. View Details
      Keywords: Managerial Roles; Performance Productivity; Strategy
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      Gavetti, Giovanni M., and Jan W. Rivkin. "Use and Abuse of Analogies, The." Harvard Business School Background Note 703-429, February 2003. (Revised February 2006.)
      • November 2002 (Revised November 2005)
      • Case

      MontGras: Export Strategy for a Chilean Winery

      By: David J. Arnold, Howard H. Stevenson and Alexandra de Royere
      MontGras, a medium-sized Chilean winery, has to formulate an export strategy. It has to decide whether to emphasize the U.S. or U.K. markets, which also offer different positioning and pricing proposals. It has twice failed to penetrate the U.S. market because... View Details
      Keywords: Decision Choices and Conditions; Cost Management; Global Strategy; Growth and Development Strategy; Marketing Strategy; Product Positioning; Business and Stakeholder Relations; Business Strategy; Valuation
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      Arnold, David J., Howard H. Stevenson, and Alexandra de Royere. "MontGras: Export Strategy for a Chilean Winery." Harvard Business School Case 503-044, November 2002. (Revised November 2005.)
      • October 2002 (Revised December 2003)
      • Case

      eShip-4U

      By: Roy D. Shapiro and Timothy M. Laseter
      eShip is a small Israeli start-up with a potentially exciting new concept for the residential package-delivery value chain--the Automatic Delivery Machine (ADM). Much like today's ubiquitous ATMs, ADMs would allow consumers to have parcels delivered to a nearby ADM... View Details
      Keywords: Business Startups; Business Model; Service Operations; Logistics; Corporate Strategy; Information Technology; Competitive Strategy; Value Creation; Saving; Innovation and Invention; Transportation Industry; Service Industry; Shipping Industry; Israel; United States
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      Shapiro, Roy D., and Timothy M. Laseter. "eShip-4U." Harvard Business School Case 603-076, October 2002. (Revised December 2003.)
      • June 2000
      • Case

      Rebirth of the Swiss Watch Industry, 1980-1992 (A)

      By: Michael L. Tushman and Daniel Radov
      The Swiss watch industry has been devastated by new entrants from Asia in the low- and mid-priced watch segments. Japanese and Hong Kong firms have used quartz technology to lower costs dramatically. Nicolas Hayek, president of a Swiss consulting firm, is asked to help... View Details
      Keywords: Information Technology; Product Development; Organizational Structure; Change Management; Alignment; Product Positioning; Brands and Branding; Management Teams; Apparel and Accessories Industry; Consumer Products Industry; Switzerland
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      Tushman, Michael L., and Daniel Radov. "Rebirth of the Swiss Watch Industry, 1980-1992 (A)." Harvard Business School Case 400-087, June 2000.
      • 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.)
      • June 1999
      • Case

      Matching Dell (A)

      By: Jan W. Rivkin, Michael E. Porter, Charles E. Bruin, Markus Chappel, Thomas M Galizia and Laila J Worrell
      After years of success with its vaunted "Direct Model" for computer manufacturing, marketing, and distribution, Dell Computer Corp. faces efforts by competitors to match its strategy. This case describes the evolution of the personal computer industry, Dell's strategy,... View Details
      Keywords: Cost vs Benefits; Competitive Strategy; Industry Structures; Adoption; Computer Industry
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      Rivkin, Jan W., Michael E. Porter, Charles E. Bruin, Markus Chappel, Thomas M Galizia, and Laila J Worrell. "Matching Dell (A)." Harvard Business School Case 799-158, June 1999.
      • February 1998
      • Case

      Human Element in Marketing Strategy,The: A Look at the Creative and Subjective Side

      By: Das Narayandas and Gerald Zaltman
      Explores the human element in formulating marketing strategy. A rewritten version of an earlier note. Includes color exhibits. View Details
      Keywords: Employees; Marketing Strategy; Creativity; Perspective
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      Narayandas, Das, and Gerald Zaltman. "Human Element in Marketing Strategy,The: A Look at the Creative and Subjective Side." Harvard Business School Case 598-105, February 1998.
      • October 1997 (Revised January 1998)
      • Case

      Oxfam America

      By: James E. Austin and James Kondo
      Oxfam America, a nongovernmental organization providing grant assistance to organizations fighting hunger, poverty, and their causes, was engaged in a new strategy formulation process, led by its new president. View Details
      Keywords: Change; Situation or Environment; Non-Governmental Organizations; Strategy
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      Austin, James E., and James Kondo. "Oxfam America." Harvard Business School Case 798-036, October 1997. (Revised January 1998.)
      • 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
      Keywords: Balanced Scorecard; Measurement and Metrics; Restructuring; Corporate Strategy; Organizational Change and Adaptation; Growth and Development Strategy; Management Teams; Marketing Strategy; Motivation and Incentives; Mining Industry; Energy Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (A1)." Harvard Business School Case 197-120, June 1997. (Revised May 1998.)
      • October 1996 (Revised January 1998)
      • Case

      Sony Corporation: Car Navigation Systems

      By: John A. Quelch
      In the summer of 1996, Masao Morita, president of Sony Personal Mobile Communication Co., contemplated how to formulate its multinational marketing strategy for the fast-changing car navigation systems market. Morita needed to resolve the conflicting views within his... View Details
      Keywords: Geographic Location; Marketing Strategy; Product Launch; Standards; Mobile and Wireless Technology; Conflict and Resolution; Auto Industry; Electronics Industry; Japan
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      Quelch, John A., and Yoshinori Fujikawa. "Sony Corporation: Car Navigation Systems." Harvard Business School Case 597-032, October 1996. (Revised January 1998.)
      • June 1996 (Revised January 1999)
      • Case

      XcelleNet, Inc. (A)

      By: Stephen P. Bradley, Richard L. Nolan and James Leonard
      XcelleNet, a $35 million system software company based in Atlanta, was founded in 1986 to address the computing needs of a class of remote and mobile users and data that were rarely connected to a network. Though the clear first mover and leader in the remote... View Details
      Keywords: Technological Innovation; Opportunities; Competitive Strategy; Competitive Advantage; Technology Networks; Computer Industry; Atlanta
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      Bradley, Stephen P., Richard L. Nolan, and James Leonard. "XcelleNet, Inc. (A)." Harvard Business School Case 796-189, June 1996. (Revised January 1999.)
      • December 1995 (Revised February 1999)
      • Case

      Toys "R" Us Japan

      By: Debora L. Spar
      Documents the American retailer's process of entry into the Japanese toy market. Discusses the history of Toys "R" Us in the United States as well as the history of the Japanese toy market, distribution, wholesaling, and retailing systems. Eager to enter the world's... View Details
      Keywords: Market Entry and Exit; Cross-Cultural and Cross-Border Issues; Retail Industry; Japan; United States
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      Spar, Debora L. Toys "R" Us Japan. Harvard Business School Case 796-077, December 1995. (Revised February 1999.)
      • June 1995 (Revised June 1996)
      • Case

      White Nights and Polar Lights: Investing in the Russian Oil Industry

      By: Debora L. Spar
      In the latter half of the 1980s, the collapse of the Soviet empire created an unprecedented opportunity for Western businesses. Among those most attracted were the oil firms, who rushed to investigate Russia's vast petroleum reserves. But, as they soon discovered,... View Details
      Keywords: Risk and Uncertainty; Market Entry and Exit; Foreign Direct Investment; Energy Sources; Energy Industry; Russia
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      Spar, Debora L., William W. Jarosz, and Julia Kou. "White Nights and Polar Lights: Investing in the Russian Oil Industry." Harvard Business School Case 795-022, June 1995. (Revised June 1996.)
      • May 1994 (Revised May 1995)
      • Case

      Laura Ashley (B): Defining a Strategy

      By: Richard L. Nolan
      A turnaround CEO engineers a business transformation and formulates short-term and long-term strategy after assessing the business situation. View Details
      Keywords: Organizational Change and Adaptation; Change Management; Management Teams; Business Strategy; Consumer Products Industry; Apparel and Accessories Industry
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      Nolan, Richard L. "Laura Ashley (B): Defining a Strategy." Harvard Business School Case 194-143, May 1994. (Revised May 1995.)
      • April 1994 (Revised May 1995)
      • Case

      Laura Ashley (A): A New CEO Takes Charge

      By: Richard L. Nolan
      In a turnaround situation, a new CEO must take actions in the short term to gain control and exercise executive leadership and lay groundwork to formulate a long-term strategy to rebuild a viable business. View Details
      Keywords: Organizational Change and Adaptation; Change Management; Management Teams; Business Strategy; Consumer Products Industry; Apparel and Accessories Industry
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      Nolan, Richard L. "Laura Ashley (A): A New CEO Takes Charge." Harvard Business School Case 194-142, April 1994. (Revised May 1995.)
      • January 1994 (Revised February 2001)
      • Case

      PepsiCo's Restaurants

      By: Cynthia A. Montgomery
      In 1992 PepsiCo is considering two opportunities to expand its restaurant business, Carts of Colorado, a $7 million manufacturer and merchandiser of mobile food carts, and California Pizza Kitchen, a $60 million chain in the casual dining segment. The discussion... View Details
      Keywords: Management Systems; Organizational Structure; Opportunities; Business Strategy; Expansion; Food and Beverage Industry
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      Montgomery, Cynthia A. "PepsiCo's Restaurants." Harvard Business School Case 794-078, January 1994. (Revised February 2001.)
      • April 1992 (Revised July 1993)
      • Case

      Conoco's: "Green" Oil Strategy (A)

      By: Malcolm S. Salter and Joseph L. Badaracco Jr.
      Conoco faces challenges in formulating a proactive environmental strategy for its proposed oil development in Ecuador's pristine tropical rain forest region. The case outlines the innovative process in which Conoco collaborated with a wide range of often conflicting... View Details
      Keywords: Decision Choices and Conditions; Ethics; Collaborative Innovation and Invention; Corporate Social Responsibility and Impact; Outcome or Result; Problems and Challenges; Business and Stakeholder Relations; Conflict Management; Ecuador
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      Salter, Malcolm S., and Joseph L. Badaracco Jr. Conoco's: "Green" Oil Strategy (A). Harvard Business School Case 392-133, April 1992. (Revised July 1993.)
      • March 1992
      • Article

      The Strategy of Control: How Accounting Information Helps to Formulate and Implement Business Strategy

      By: Robert L. Simons
      Keywords: Accounting; Business Strategy
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      Simons, Robert L. "The Strategy of Control: How Accounting Information Helps to Formulate and Implement Business Strategy." CA Magazine (March 1992), 44–50.
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