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Publications

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    • All HBS Web  (769)
      • Faculty Publications  (122)

      Strategic AnalysisRemove Strategic Analysis →

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      • July 2011 (Revised January 2013)
      • Case

      Digital Microscopy Is Making Me Crazy!

      By: Willy Shih
      For Carl Zeiss Microimaging, modular hardware and software enabled customers to tailor Zeiss's broad range of microscopy systems hardware and software to meet a wide range of needs from basic scientific research in the biological and medical sciences to clinical... View Details
      Keywords: Information Infrastructure; Applications and Software; Corporate Strategy; Disruptive Innovation; Science-Based Business; Management Analysis, Tools, and Techniques; Business Conglomerates; Digital Platforms; Opportunities; Medical Devices and Supplies Industry; Computer Industry
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      Shih, Willy. "Digital Microscopy Is Making Me Crazy!" Harvard Business School Case 612-002, July 2011. (Revised January 2013.)
      • February 2011 (Revised February 2018)
      • Case

      Greg Mazur and the Purchase of Great Eastern Premium Pet Foods

      By: Richard S. Ruback and Royce Yudkoff
      Greg Mazur decided to purchase a small business after graduating from the Harvard Business School. The case explores his decision about whether or not he should finalize his deal to purchase Great Eastern Premium Pet Foods, Inc. ("GEPP"). It gives students the... View Details
      Keywords: Mergers and Acquisitions; Entrepreneurship; Financing and Loans; Negotiation Deal; Negotiation Preparation; Strategic Planning; Valuation
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      Ruback, Richard S., and Royce Yudkoff. "Greg Mazur and the Purchase of Great Eastern Premium Pet Foods." Harvard Business School Case 211-085, February 2011. (Revised February 2018.)
      • 2011
      • Working Paper

      How Foundations Think: The Ford Foundation as a Dominating Institution in the Field of American Business Schools

      By: Rakesh Khurana, Kenneth Kimura and Marion Fourcade
      The question of institutional change has become central to organizational research (Powell, 2008). Recent scholarship has demonstrated, often through carefully researched cases, that institutions can and sometimes do change. According to this research, there are two... View Details
      Keywords: Change; Business Education; Business History; Organizations; Organizational Change and Adaptation; Organizational Structure; Relationships; Behavior
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      Khurana, Rakesh, Kenneth Kimura, and Marion Fourcade. "How Foundations Think: The Ford Foundation as a Dominating Institution in the Field of American Business Schools." Harvard Business School Working Paper, No. 11-070, January 2011.
      • July 2010
      • Supplement

      Marketing Analysis Toolkit: Customer Lifetime Value Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      Customers are increasingly being viewed as assets that bring value to the firm. Customer lifetime value is a metric which allows managers to understand the overall value of their customer base and relate it to three customer strategies firms employ: asset acquisition -... View Details
      Keywords: Competency and Skills; Customer Relationship Management; Customer Value and Value Chain; Decisions; Framework; Management Practices and Processes; Marketing; Marketing Strategy; Strategic Planning; Mathematical Methods; Value
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Customer Lifetime Value Analysis (CW)." Harvard Business School Spreadsheet Supplement 511-702, July 2010.
      • July 2010 (Revised January 2017)
      • Background Note

      Marketing Analysis Toolkit: Customer Lifetime Value Analysis (2024)

      By: Thomas Steenburgh and Jill Avery
      Customers are increasingly being viewed as assets that bring value to the firm. Customer lifetime value is a metric that allows managers to understand the overall value of their customer base and relate it to three customer strategies firms employ: asset... View Details
      Keywords: Customer Lifetime Value; Return On Investment; Customer Acquisition; Customer Retention; Customer Churn; "Marketing Analytics"; Marketing; Customer Relationship Management; Customer Focus and Relationships; Customer Value and Value Chain; Management Analysis, Tools, and Techniques; Marketing Strategy; Measurement and Metrics; Strategic Planning; Value
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      Steenburgh, Thomas, and Jill Avery. "Marketing Analysis Toolkit: Customer Lifetime Value Analysis (2024)." Harvard Business School Background Note 525-017, July 2010. (Revised January 2017.)
      • July 2010
      • Supplement

      Marketing Analysis Toolkit: Pricing and Profitability Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      Pricing is one of the most difficult decisions marketers make and the one with the most direct and immediate impact on the firm's financial position. This toolkit will introduce the fundamental terminology and calculations associated with pricing and profitability... View Details
      Keywords: Management Analysis, Tools, and Techniques; Marketing Strategy; Decisions; Strategic Planning; Price; Partners and Partnerships; Cost; Demand and Consumers; Revenue; Profit; Mathematical Methods; Measurement and Metrics
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Pricing and Profitability Analysis (CW)." Harvard Business School Spreadsheet Supplement 511-701, July 2010.
      • July 2010 (Revised December 2011)
      • Background Note

      Marketing Analysis Toolkit: Pricing and Profitability Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Pricing is one of the most difficult decisions marketers make and the one with the most direct and immediate impact on the firm's financial position. This toolkit will introduce the fundamental terminology and calculations associated with pricing and profitability... View Details
      Keywords: Forecasting and Prediction; Price; Profit; Management Analysis, Tools, and Techniques; Marketing Strategy; Demand and Consumers; Measurement and Metrics; Strategic Planning; Mathematical Methods; Retail Industry
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Pricing and Profitability Analysis." Harvard Business School Background Note 511-028, July 2010. (Revised December 2011.)
      • 2010
      • Working Paper

      The Limits of Nonprofit Impact: A Contingency Framework for Measuring Social Performance

      By: Alnoor Ebrahim and V. Kasturi Rangan
      Leaders of organizations in the social sector are under growing pressure to demonstrate their impacts on pressing societal problems such as global poverty. We review the debates around performance and impact, drawing on three literatures: strategic philanthropy,... View Details
      Keywords: Development Economics; Philanthropy and Charitable Giving; Leadership; Corporate Social Responsibility and Impact; Performance Expectations; Nonprofit Organizations; Social Issues
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      Ebrahim, Alnoor, and V. Kasturi Rangan. "The Limits of Nonprofit Impact: A Contingency Framework for Measuring Social Performance." Harvard Business School Working Paper, No. 10-099, May 2010. (Recipient of 2010 Academy of Management, Public and Nonprofit Division, Carlo Masini Award for Innovative Scholarship runner-up prize; and, selection for the Best Papers proceedings.)
      • February 2010
      • Supplement

      Marketing Analysis Toolkit: Market Size and Market Share Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      This Excel worksheet contains sample problems, prebuilt Excel models to run market sizing and market share analyses, and charts and graphs which help visualize the results. It is designed to accompany Marketing Analysis Tookit: Market Size and Market Share Analysis.... View Details
      Keywords: Mathematical Methods; Marketing Strategy; Decisions; Strategic Planning; Market Participation; Sales; Forecasting and Prediction; Management Analysis, Tools, and Techniques
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis (CW)." Harvard Business School Spreadsheet Supplement 510-714, February 2010.
      • February 2010 (Revised March 2016)
      • Background Note

      Marketing Analysis Toolkit: Break-even Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Marketing managers are often called upon to make recommendations for or against programs that cost money to implement. Before expenditures are made, managers want to be sure that they will be getting a return on their investment. One way of assessing this is by... View Details
      Keywords: Decision Making; Investment Return; Spending; Management Analysis, Tools, and Techniques; Marketing Strategy; Strategic Planning; Mathematical Methods
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Break-even Analysis." Harvard Business School Background Note 510-080, February 2010. (Revised March 2016.)
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Market Size and Market Share Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Marketers frequently need to estimate the size of their markets—both for existing products so that sales forecasts can be developed and for new products so that market opportunities can be assessed. This toolkit enables students to size a market and generate a sales... View Details
      Keywords: Forecasting and Prediction; Management Analysis, Tools, and Techniques; Marketing Strategy; Markets; Demand and Consumers; Size; Strategic Planning; Sales
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis." Harvard Business School Background Note 510-081, February 2010.
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Situation Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Before managers can begin to formulate marketing strategies for their businesses, they must have a strong understanding of the internal and external marketing environments in which they are operating. In this note, we present three methods for collecting and analyzing... View Details
      Keywords: Five Forces Framework; SWOT Analysis; Marketing Strategy; Demand and Consumers; Industry Structures; Strategic Planning
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Situation Analysis." Harvard Business School Background Note 510-079, February 2010.
      • October 2009
      • Article

      Negotiation Analysis: From Games to Inferences to Decisions to Deals

      By: James K. Sebenius
      Exemplified by the pioneering work of Howard Raiffa and often expressed in the pages of the Negotiation Journal, the emergent prescriptive field of "negotiation analysis" progressively developed from Raiffa's early contributions to game theory and to his later... View Details
      Keywords: Decision Choices and Conditions; Negotiation Participants; Negotiation Preparation; Negotiation Process; Negotiation Tactics; Game Theory
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      Sebenius, James K. "Negotiation Analysis: From Games to Inferences to Decisions to Deals." Negotiation Journal 25, no. 4 (October 2009): 449–465.
      • September 2008
      • Case

      Harrington Collection: Sizing Up the Active-Wear Market

      By: Richard S. Tedlow and Heather Beckham
      In the wake of slumping sales and sagging profit margins, a leading manufacturer and retailer of high-end women's apparel, Harrington Collection, must evaluate an opportunity to expand into the high-growth active-wear market. Sara Huey, Vice President of Strategic... View Details
      Keywords: Breakeven Analysis; Product Introduction; Expansion; Consumer Behavior; Supply and Industry; Product Launch; Apparel and Accessories Industry
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      Tedlow, Richard S., and Heather Beckham. "Harrington Collection: Sizing Up the Active-Wear Market." Harvard Business School Brief Case 083-258, September 2008.
      • September 2008 (Revised August 2009)
      • Case

      VMware, Inc., 2008

      By: David B. Yoffie, Andrei Hagiu and Michael Slind
      Paul Maritz took the helm of VMware in July 2008, just as the company confronted a radically new competitive environment. Since its founding in 1998, VMware had been the leading provider of virtualization software. Now it faced the kind of threat that every software... View Details
      Keywords: History; Digital Platforms; Competition; Decision Choices and Conditions; Applications and Software; Business Strategy
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      Yoffie, David B., Andrei Hagiu, and Michael Slind. "VMware, Inc., 2008." Harvard Business School Case 709-435, September 2008. (Revised August 2009.)
      • March 2008
      • Article

      When Growth Stalls

      By: Matthew S. Olson, Derek C. M. van Bever and Seth Verry
      This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading. An abrupt and lasting drop in revenue growth is a crisis that can strike even the... View Details
      Keywords: Growth Strategy; Revenues; Crisis Management; Revenue; Growth and Development Strategy
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      Olson, Matthew S., Derek C. M. van Bever, and Seth Verry. "When Growth Stalls." Harvard Business Review 86, no. 3 (March 2008): 50–61.
      • January 2008
      • Article

      Mastering the Management System

      By: Robert S. Kaplan and David P. Norton
      Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and the best strategy in the world will get... View Details
      Keywords: Framework; Management Analysis, Tools, and Techniques; Management Systems; Operations; Performance Improvement; Strategy
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      Kaplan, Robert S., and David P. Norton. "Mastering the Management System." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 62–77.
      • January 2008
      • Article

      Putting Leadership Back into Strategy

      By: Cynthia A. Montgomery
      In recent decades an infusion of economics has lent the study of strategy much needed theory and empirical evidence. Strategy consultants, armed with frameworks and techniques, have stepped forward to help managers analyze their industries and position their companies... View Details
      Keywords: Leadership; Growth and Development Strategy; Managerial Roles; Mission and Purpose; Organizational Change and Adaptation; Creativity; Competitive Strategy; Competitive Advantage
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      Montgomery, Cynthia A. "Putting Leadership Back into Strategy." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 54–60.
      • 2007
      • Book

      Entrepreneurship in the Social Sector

      By: Jane Wei-Skillern, James Austin, Herman Leonard and Howard Stevenson

      "Entrepreneurship in the Social Sector provides an excellent overview of the many tools available to... View Details

      Keywords: Entrepreneurship; Society
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      Wei-Skillern, Jane, James Austin, Herman Leonard, and Howard Stevenson. Entrepreneurship in the Social Sector. SAGE Publications, 2007.
      • 2007
      • Working Paper

      Global Competitors as Next-Door Neighbors: Competition and Geographic Concentration in the Semiconductor Industry

      By: Minyuan Zhao and Juan Alcacer
      Despite the many advantages offered by technology clusters, firms located in them face the risk of losing valuable knowledge to nearby competitors. In this study, we argue that multi-location firms strategically organize their R&D activities to appropriate the value of... View Details
      Keywords: Information Technology; Industry Clusters; Innovation and Invention; Geographic Location; Competitive Strategy; Globalization; Semiconductor Industry
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      Zhao, Minyuan, and Juan Alcacer. "Global Competitors as Next-Door Neighbors: Competition and Geographic Concentration in the Semiconductor Industry." Michigan Ross School of Business Working Paper, No. 1091, March 2007. (Available at SSRN.)
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