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      • November 2017 (Revised April 2019)
      • Case

      Summa Equity: Building Purpose-Driven Organizations

      By: George Serafeim
      In 2015, Reynir Indahl left top Nordic private equity firm Altor Equity Partners to found Summa Equity (Summa). After long contemplation following the financial crisis, Indahl was convinced the financial system was producing negative externalities and that the current... View Details
      Keywords: Corporate Purpose; ESG; ESG (Environmental, Social, Governance) Performance; Social Impact; Investment Management; Management Practices; Innovation; Voice; Environmental Impact; Private Equity; Social Enterprise; Finance; Capital Markets; Management Practices and Processes; Innovation Leadership; Leadership; Innovation and Management; Entrepreneurship; Mission and Purpose; Value Creation; Financial Services Industry; Norway; Sweden; Scandinavia
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      Serafeim, George, and David Freiberg. "Summa Equity: Building Purpose-Driven Organizations." Harvard Business School Case 118-028, November 2017. (Revised April 2019.)
      • Article

      What Managers Need to Know About Social Tools: Avoid the Common Pitfalls So That Your Organization Can Collaborate, Learn, and Innovate

      By: Paul Leonardi and Tsedal Neeley
      Workplaces have adopted internal social tools—think stand-alone technologies such as Slack, Yammer, and Chatter, or embedded applications such as Microsoft Teams and JIRA—at a staggering rate. In an ambitious study of 4,200 companies, conducted by the McKinsey Global... View Details
      Keywords: Leadership; Social Tools; Social and Collaborative Networks; Knowledge Sharing; Performance Improvement; Management
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      Leonardi, Paul, and Tsedal Neeley. "What Managers Need to Know About Social Tools: Avoid the Common Pitfalls So That Your Organization Can Collaborate, Learn, and Innovate." Harvard Business Review 95, no. 6 (November–December 2017): 118–126.
      • June 2017
      • Case

      Guillermo Jaime—An Endeavor Entrepreneur

      By: Lynda M. Applegate, Sarah Mehta and Aldo Sesia
      Guillermo Jaime was the founder and CEO of Mejoramiento Integral Asistido (MIA), a for-profit company providing affordable housing to low-income Mexicans living at the base of the pyramid (BOP). This case tells the story of Jaime and Endeavor, a nonprofit dedicated to... View Details
      Keywords: Base Of The Pyramid; Social Capitalism; Housing; Emerging Markets; Social Enterprise; Society; Wealth and Poverty; Social Entrepreneurship; Construction Industry; Mexico
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      Applegate, Lynda M., Sarah Mehta, and Aldo Sesia. "Guillermo Jaime—An Endeavor Entrepreneur." Harvard Business School Case 817-084, June 2017.
      • June 2017
      • Article

      The Social Trajectory of a Finance Professor and the Common Sense of Capital

      By: Marion Fourcade and Rakesh Khurana
      This paper traces the career of Michael Jensen, a Chicago finance PhD turned Harvard Business School professor to reveal the intellectual and social conditions that enabled the emergence and institutionalization of what we call the “neoliberal common sense of capital,”... View Details
      Keywords: Executive Pay; The Firm; Michael Jensen; Neo-Liberalism; Shareholder Value; Agency Theory; Corporate Governance; Executive Compensation; Business and Shareholder Relations; Transformation
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      Fourcade, Marion, and Rakesh Khurana. "The Social Trajectory of a Finance Professor and the Common Sense of Capital." History of Political Economy 49, no. 2 (June 2017): 347–381.
      • December 2016 (Revised May 2018)
      • Module Note

      Strategy Execution Module 15: Using the Levers of Control to Implement Strategy

      By: Robert Simons
      This module reading pulls together key concepts and techniques from the Strategy Execution series into an integrated model—the levers of control. The four levers are: (1) belief systems, (2) boundary systems, (3) diagnostic control systems, and (4) interactive control... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Levers Of Control; Balancing Innovation And Control; Managing Growing Businesses; Turn Around Management; Human Behavior; Organizational Life Cycle; Strategy; Management Systems; Performance; Measurement and Metrics; Management Analysis, Tools, and Techniques; Behavior
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      Simons, Robert. "Strategy Execution Module 15: Using the Levers of Control to Implement Strategy." Harvard Business School Module Note 117-115, December 2016. (Revised May 2018.)
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 14: Managing Strategic Risk

      By: Robert Simons
      This module reading provides an overview of the business conduct boundaries, strategic boundaries, and internal control systems used to manage risk. Boundary systems—linked to clear, enforceable sanctions—are essential whenever demanding performance goals are set and... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Boundary Systems; Innovation; Internal Controls; Fraud; Human Behavior; Staff Experts; Strategy; Risk Management; Behavior; Governance Controls; Management Practices and Processes; Boundaries; Employees; Business Strategy; Innovation and Invention
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      Simons, Robert. "Strategy Execution Module 14: Managing Strategic Risk." Harvard Business School Module Note 117-114, November 2016. (Revised December 2016.)
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 11: Using Diagnostic and Interactive Control Systems

      By: Robert Simons
      This module reading introduces diagnostic and interactive control systems. Diagnostic control systems are the management-by-exception systems that managers use to monitor the achievement of their business strategy. Interactive control systems are the systems that top... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Diagnostic Control Systems; Interactive Control Systems; Emergent Strategy; Goal Setting; Incentives; Strategy; Motivation and Incentives; Goals and Objectives; Management Systems; Performance Evaluation
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      Simons, Robert. "Strategy Execution Module 11: Using Diagnostic and Interactive Control Systems." Harvard Business School Module Note 117-111, November 2016. (Revised December 2016.)
      • 2016
      • Book

      Innovation Equity: Assessing and Managing the Monetary Value of New Products and Services

      By: Elie Ofek, Eitan Muller and Barak Libai
      This book bridges the gap between what academics know, and what innovation stakeholders—from managers, to investors, to analysts, to consumers—need to know about how new products and services are expected to perform in the marketplace. The book develops a compelling... View Details
      Keywords: Innovation; Technology Diffusion; New Products; Customer Lifetime Value; Monetization Strategy; Social Influence; Innovation Adoption; Forecasting Demand; Commercialization; Marketing Strategy; Practice; Customer Value and Value Chain; Research; Innovation and Management; Technology Adoption; Forecasting and Prediction; Product Development
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      Ofek, Elie, Eitan Muller, and Barak Libai. Innovation Equity: Assessing and Managing the Monetary Value of New Products and Services. University of Chicago Press, 2016.
      • Article

      Beyond Good Intentions: Prompting People to Make Plans Improves Follow-through on Important Tasks

      By: Todd Rogers, Katherine L Milkman, Leslie K. John and Michael I. Norton
      Many intend to stay fit but fail to exercise or eat healthfully; students intend to earn good grades but study too little; citizens intend to vote but fail to turnout. How can policymakers help people follow through on intentions like these? Plan-making, a tool that... View Details
      Keywords: Behavior; Success; Planning
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      Rogers, Todd, Katherine L Milkman, Leslie K. John, and Michael I. Norton. "Beyond Good Intentions: Prompting People to Make Plans Improves Follow-through on Important Tasks." Behavioral Science & Policy 1, no. 2 (December 2015): 33–41.
      • September 2015
      • Article

      Design and Implementation of a Privacy Preserving Electronic Health Record Linkage Tool in Chicago

      By: Abel Kho, John Cashy, Kathryn Jackson, Adam Pah, Satyender Goel, Jorn Boehnke, John Eric Humphries, Scott Duke Kominers and et al.
      Objective
      To design and implement a tool that creates a secure, privacy preserving linkage of electronic health record (EHR) data across multiple sites in a large metropolitan area in the United States (Chicago, IL), for use in clinical... View Details
      Keywords: Information; Customers; Safety; Rights; Ethics; Entrepreneurship; Health Care and Treatment; Health Industry; Chicago
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      Kho, Abel, John Cashy, Kathryn Jackson, Adam Pah, Satyender Goel, Jorn Boehnke, John Eric Humphries, Scott Duke Kominers, and et al. "Design and Implementation of a Privacy Preserving Electronic Health Record Linkage Tool in Chicago." Journal of the American Medical Informatics Association 22, no. 5 (September 2015): 1072–1080.
      • 2015
      • Chapter

      Design Thinking and Innovative Problem Solving

      By: Srikant Datar and Caitlin N. Bowler
      In 2012 we set out to answer two key questions. Can anyone, including MBAs and executives with superb analytical skills, learn to think more innovatively? If so, how might we go about developing these skills? Through close collaboration with individuals from major... View Details
      Keywords: Design Thinking; Problem Solving; Innovation; Design; Innovation and Invention; Cognition and Thinking
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      Datar, Srikant, and Caitlin N. Bowler. "Design Thinking and Innovative Problem Solving." Chap. 7 in Shaping Entrepreneurial Mindsets: Innovation and Entrepreneurship in Leadership Development, edited by Jordi Canals, 119–138. London: Palgrave Macmillan, 2015.
      • 2015
      • Working Paper

      Mobile Money Services—Design and Development for Financial Inclusion

      By: Rajiv Lal and Ishan Sachdev
      Mobile money services are being deployed rapidly across emerging markets as a key tool to further the goal of financial inclusion. Financial inclusion, the development of novel methods to enable individuals at the base of the pyramid to access formal financial services... View Details
      Keywords: Social Marketing; Poverty; Emerging Markets; Product Launch; Economic Growth; Financial Services Industry
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      Lal, Rajiv, and Ishan Sachdev. "Mobile Money Services—Design and Development for Financial Inclusion." Harvard Business School Working Paper, No. 15-083, April 2015. (Revised July 2015.)
      • March 2015
      • Module Note

      Power and Influence in Society

      By: Julie Battilana
      This module aims to help students understand how power and influence are employed, both to reproduce the status quo and to effect change in society. It first helps them to understand why, more often than not, power is used to reproduce the existing way individuals and... View Details
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      Battilana, Julie. "Power and Influence in Society." Harvard Business School Module Note 415-055, March 2015.
      • January 2015 (Revised April 2015)
      • Case

      Zeal: Launching Personalized and Social Learning

      By: John J-H Kim and Christine S. An
      Set in 2014, this case follows John Danner and his team at Zeal as they consider their product development strategy. In February 2013, serial entrepreneurs John Danner and Sanjay Noronha co-found Zeal, an education technology start up providing a web-based, mobile... View Details
      Keywords: Entrepreneurship; Education Technology; MVP; Product Development; Product Market Fit; Monetization Strategy; SaaS Business Models; Education; Personalized Learning
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      Kim, John J-H, and Christine S. An. "Zeal: Launching Personalized and Social Learning." Harvard Business School Case 315-052, January 2015. (Revised April 2015.)
      • October 2014
      • Background Note

      Leader-as-Architect: Alignment

      By: Ethan Bernstein, Ryan Raffaelli and Joshua Margolis
      Part of a leader's job is to equip the organization to transform inputs into outputs by defining organizational strategy, shaping organizational identity, and then managing four organizational components—formal organizational structure, culture, people, and critical... View Details
      Keywords: Organization; Resource Management; Leadership; Business Processes; Design; Organizational Design; Identity; Strategy; Resource Allocation; Strategic Planning; Alignment
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      Bernstein, Ethan, Ryan Raffaelli, and Joshua Margolis. "Leader-as-Architect: Alignment." Harvard Business School Background Note 415-039, October 2014.
      • October 2014 (Revised January 2015)
      • Background Note

      Advanced Leadership in Public Education: Tools for Tackling Change from Outside the Building In

      By: Rosabeth Moss Kanter and Pamela Yatsko
      If you want to create change in public education but are not a school principal or other traditional public education leader, what do you need to do? This long, integrated background note examines the inspiring models and stories of individuals who are improving... View Details
      Keywords: Education Reform; Advanced Leadership Initiative; Social Issues; Social Entrepreneurship; Education; Leadership; Education Industry; United States
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      Kanter, Rosabeth Moss, and Pamela Yatsko. "Advanced Leadership in Public Education: Tools for Tackling Change from Outside the Building In." Harvard Business School Background Note 315-019, October 2014. (Revised January 2015.)
      • 2013
      • Working Paper

      Where do the Most Active Customers Originate and How Can Firms Keep Them Engaged?

      By: Clarence Lee, E. Ofek and Thomas Steenburgh
      In this paper, we study how firms offering Web services can acquire and develop an active customer base. We focus on two basic questions. First, how does the method of customer acquisition affect the way customers use the service to meet their own needs and to interact... View Details
      Keywords: Customer Engagement; Adoption Routes; Hidden Markov Models; Search; Word-of-Mouth; Digital Media; Customer Relationship Management; Internet and the Web; Mathematical Methods; Consumer Behavior; Entrepreneurship; Marketing Reference Programs; Web Services Industry
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      Lee, Clarence, E. Ofek, and Thomas Steenburgh. "Where do the Most Active Customers Originate and How Can Firms Keep Them Engaged?" Working Paper, 2013. (Revise and Resubmit at Management Science.)
      • April 2013 (Revised October 2013)
      • Case

      National Instruments

      By: Lynda M. Applegate, Keri Pearlson and Natalie Kindred
      This case explores the use of social media to support product design, customer support, marketing and HR activities at National Instruments (NI). Based in Austin, Texas, with over $1 billion in 2011 sales, NI designs, produces, and sells software and hardware platforms... View Details
      Keywords: Organizational Structure; Applications and Software; Organizational Culture; Technological Innovation; Digital Platforms; Innovation and Management; Media; Management Systems; Social and Collaborative Networks; Information Technology Industry; Service Industry; Texas
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      Applegate, Lynda M., Keri Pearlson, and Natalie Kindred. "National Instruments." Harvard Business School Case 813-001, April 2013. (Revised October 2013.)
      • April 2013
      • Article

      Overcoming Resistance to Organizational Change: Strong Ties and Affective Cooptation

      By: Julie Battilana and Tiziana Casciaro
      We propose a relational theory of how change agents in organizations use the strength of ties in their network to overcome resistance to change. We argue that strong ties to potentially influential organization members who are ambivalent about a change (fence-sitters)... View Details
      Keywords: Organizational Change and Adaptation; Social and Collaborative Networks; Power and Influence; Health Industry; United Kingdom
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      Battilana, Julie, and Tiziana Casciaro. "Overcoming Resistance to Organizational Change: Strong Ties and Affective Cooptation." Management Science 59, no. 4 (April 2013): 819–836.
      • November 2012
      • Article

      Empirical Observations on Longer-term Use of Incentives for Weight Loss

      By: Leslie K. John, George Loewenstein and Kevin Volpp
      Behavioral economic-based interventions are emerging as powerful tools to help individuals accomplish their own goals, including weight loss. Deposit contract incentive systems give participants the opportunity to put their money down toward losing weight, which they... View Details
      Keywords: Weight Loss; Obesity; Behavioral Economics; Intervention; Behavior; Motivation and Incentives
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      John, Leslie K., George Loewenstein, and Kevin Volpp. "Empirical Observations on Longer-term Use of Incentives for Weight Loss." Preventive Medicine 55, Supplement 1 (November 2012): S68–S74.
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