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September 1984 (Revised March 1993)
Background Note

Marketing Planning and Organization

By: Robert J. Dolan

Presents guidelines for effective marketing planning. Provides a general outline of the contents of a typical marketing plan, the process by which the plan is developed, and considers the benefits successful firms reap from their planning efforts and the problems that... View Details

Keywords: Marketing Strategy; Planning; Design

Other Article

How to Make Remote Monitoring Tech Part of Everyday Health Care

By: Samantha F. Sanders, Ariel Dora Stern and William J. Gordon

Remote patient monitoring is a subset of telehealth that involves the collection, transmission, evaluation, and communication of patient health data from electronic devices. These devices include wearable sensors, implanted equipment, and handheld instruments. During... View Details

Keywords: Health Care and Treatment; Information Technology; Analytics and Data Science; Technology Adoption

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March 2017
Article

Challenges for Empirical Research on RPM

By: Alexander MacKay and David A. Smith

This article discusses the empirical challenges that researchers face when demonstrating the existence and effects of resale price maintenance (RPM). We outline three approaches for finding price effects of RPM and the corresponding hurdles in data and methodology. We... View Details

Keywords: Antitrust Issues And Policies; Antitrust Law; Resale Price Maintenance; Welfare Economics; Price; Competition; Research

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July 1989
Background Note

Learning by the Case Method in Marketing

Introduces learning by the case method, with application to marketing learning. Places case learning in the stream of experiential learning and explains the advantages and disadvantages of experiential learning methods. Turning to case learning specifically, the note... View Details

Keywords: Marketing; Cases; Learning

July–August 2020
Article

Sarcasm, Self-Deprecation, and Inside Jokes: A User's Guide to Humor at Work

By: Brad Bitterly and Alison Wood Brooks

Humor is widely considered essential in personal relationships, but in leaders, it’s seen as an ancillary behavior. Though some leaders use humor instinctively, many more could wield it purposefully. Humor helps build interpersonal trust and high-quality work... View Details

Keywords: Managing People; Humor; Leadership; Relationships

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November 2011 (Revised August 2012)
Background Note

Customer Visits for Entrepreneurs

By: Frank V. Cespedes

Provides practical guidelines for conducting customer visits to explore and validate demand for an entrepreneurial offering. Reviews conditions under which visits will yield superior insights, compared to other research methods. Describes criteria for selecting visit... View Details

Keywords: Customers; Entrepreneurship

July 2010 (Revised December 2010)
Case

Post-Crisis Compensation at Credit Suisse (A)

By: Clayton S. Rose and Aldo Sesia

On October 20, 2009, Brady Dougan, the CEO of Credit Suisse Group, announced a new compensation plan for the bank. The announcement had followed quickly on the heels of the G-20 meeting the prior month where, in the wake of the financial crisis, the major governments... View Details

Keywords: Financial Crisis; Globalized Firms and Management; Governing Rules, Regulations, and Reforms; Taxation; Compensation and Benefits; Organizational Culture; Business and Shareholder Relations; Banking Industry; Financial Services Industry; Switzerland; United Kingdom

July 2018
Teaching Plan

Joan Bavaria and Multi-Dimensional Capitalism

By: Geoffrey Jones and Valeria Giacomin

This Teaching Plan accompanies the case HBS No. 317-028, “Joan Bavaria and Multi-Dimensional Capitalism.” It provides guidelines for class discussion, as well as a board plan. The case traces the origins of sustainable finance and investor activism through the career... View Details

Keywords: Corporate Social Responsibility and Impact; Investment; Social Entrepreneurship; Personal Development and Career

Article

Vertical Merger, Collusion, and Disruptive Buyers

By: Volker Nocke and Lucy White

In a repeated game setting of a vertically related industry, we study the collusive effects of vertical mergers. We show that any vertical merger facilitates upstream collusion, no matter how large (in terms of capacity or size of product portfolio) the integrated... View Details

Keywords: Stock Options; Disruptive Innovation; Five Forces Framework; United States

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March 2008
Background Note

Marketing Input and Innovation Strategy

This note develops a framework for considering the challenges of incorporating marketing input when setting innovation strategy. The framework lays out the possible innovation opportunities a firm can entertain and describes how the customer knowledge gained from... View Details

Keywords: Customer Focus and Relationships; Innovation Strategy; Knowledge Use and Leverage; Marketing; Research; Competition

October 2002 (Revised May 2004)
Case

Starbucks and Conservation International

By: James E. Austin and Cate Reavis

Starbucks, the world's leading specialty coffee company, developed a strategic alliance with Conservation International, a major international environmental nonprofit organization. The purpose of the alliance was to promote coffee-growing practices of small farms that... View Details

Keywords: Financial Crisis; Growth and Development Strategy; Markets; Demand and Consumers; Production; Corporate Social Responsibility and Impact; Cooperative Ownership; Performance Efficiency; Alliances; Nonprofit Organizations; Food and Beverage Industry; Mexico

2016
Book

Building a Culture of Health: A New Imperative for Business

By: John A. Quelch and Emily C. Boudreau

This ambitious volume sets out to understand how every company impacts public health and introduces a robust model, rooted in organizational and scientific knowledge, for companies committed to making positive contributions to health and wellness. Focusing on four... View Details

Keywords: Social Marketing; Corporate Social Responsibility and Impact; Health

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July 2016
Article

Economic Implications of the Society for Assisted Reproductive Technology Embryo Transfer Guidelines: Healthcare Dollars Saved by Reducing Iatrogenic Triplets

By: Malinda S. Lee, Brady T. Evans, Ariel Dora Stern and Mark D. Hornstein

Objective: To estimate the national cost savings resulting from reductions in higher-order multiple (HOM) live births (defined as three or more fetuses), following the initial publication of the Society for Assisted Reproductive Technology (SART) guidelines on ET in... View Details

Keywords: Information Technology; Cost Management; Health Care and Treatment; Health Industry

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August 2019 (Revised November 2019)
Case

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira

This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details

Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry

April 1999 (Revised November 1999)
Case

Adams Capital Management: March 1999

By: G. Felda Hardymon and Bill Wasik

On February 24, 1999, the advisory board of Adams Capital Management convened for its quarterly meeting at the firm's headquarters. One point on the agenda: whether or not to proceed with due diligence on an investment in Three Points, a maker of Internet-based team... View Details

Keywords: Venture Capital; Governing and Advisory Boards; Management Systems; Investment; Goals and Objectives; Financial Services Industry

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April 21, 2023
Article

When Scenario Planning Fails

By: Kalle Heikkinen, William R. Kerr, Mika Malin, Panu Routila and Eemil Rupponen

How can organizations perform scenario planning when they are hit by shocks outside of leaders’ field of vision? Interviews with Nordic executives, who experienced both the Covid-19 pandemic and were in close proximity to Russia as the country invaded Ukraine, can... View Details

Keywords: Planning; Crisis Management; Organizational Structure; Forecasting and Prediction; System Shocks; Organizational Change and Adaptation

January 2002 (Revised April 2004)
Case

Chapter Enrichment Program Teams at the American Red Cross (A)

By: Jeffrey T. Polzer and Anita Williams Woolley

The American Red Cross has a system for structuring, staffing, and leading teams to review its local chapters. Mirroring professional services firms that use teams to serve clients, this system provides detailed guidelines to increase individual team member's... View Details

Keywords: Planning; Groups and Teams; Management Teams; Leadership; Organizational Structure

March 1991 (Revised October 2022)
Background Note

Beyond the Myth of the Perfect Mentor: Take Charge and Build Your Personal Board of Directors

By: Linda A. Hill, Nancy A Kamprath and Leticia Garcia

Instead of embarking on an odyssey for the perfect mentor, individuals should pursue a strategy of building a network of developmental relationships. In this note, we explore the process by which such a network can be established and cultivated: 1) What functions can... View Details

Keywords: Relationships; Networks

August 2014
Technical Note

Conjoint Analysis: A Do it Yourself Guide

By: Elie Ofek and Olivier Toubia

Conjoint Analysis has become one of the most commonly used quantitative market research methods. It has been successfully employed across a wide variety of industries to quantify consumer preferences for products and services. This technical note is intended to provide... View Details

Keywords: Market Research; Conjoint Analysis; Consumer Preferences; Segmentation; Product Development; Demand Measurement; Demand and Consumers; Analysis; Markets

March 2020
Technical Note

Influencer Marketing

By: Jill Avery and Ayelet Israeli

Despite a heavy barrage of advertising, most consumers declare that their purchases are most influenced by the experiences, advice, and recommendations of others, and not by marketers. Interpersonal communication between and among consumers serves as a potent path for... View Details

Keywords: Influencers; Marketing; Marketing Communications; Brands and Branding; Marketing Strategy; Media and Broadcasting Industry; Advertising Industry; Consumer Products Industry

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