Publications

June 2011
Teaching Note

Exchange-Traded Funds at Vanguard (TN) (A) & (B)

By: Robert C. Pozen and Steven Vickers

Teaching Note for 311-134 and 311-135. View Details

Keywords: Financial Services Industry; United States

June 2011 (Revised October 2011)
Supplement

Exchange-Traded Funds at Vanguard (B)

By: Robert C. Pozen and Steven Vickers

Supplementary material for 311-134 View Details

Keywords: Financial Services Industry

2023
Working Paper

The Market for CEOs: Evidence from Private Equity

By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov

Most research on the CEO labor market studies public company CEOs while largely ignoring CEOs in private equity (PE) funded companies. We fill this gap by studying the market for CEOs among U.S. companies purchased by PE firms in large leveraged buyout transactions.... View Details

Keywords: CEOs; Jobs and Positions; Ownership; Recruitment

1991
Chapter

Effects of LBOs on Tax Revenues of the U.S. Treasury

By: Michael C. Jensen, Laura Stiglin and Steven N. Kaplan

Keywords: Leveraged Buyouts; Taxation; Sovereign Finance; United States

SSRN

19 Apr 2011
First Look

First Look: April 19

PublicationsWhat to Ask the Person in the Mirror: The Seven Tests of Highly Effective Leaders Authors:Robert Steven Kaplan Publication:Harvard Business Publishing, forthcoming Abstract Successful leaders... View Details

Keywords: Sean Silverthorne

Article

Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II

By: Robert S. Kaplan and David P. Norton

Keywords: Balanced Scorecard; Transformation; Performance; Measurement and Metrics; Strategy; Management

May 2018
Case

Kaiser Permanente Colorado: Primary Care Plus

By: Robert S. Kaplan and Mahek A. Shah

A geriatrician in Kaiser Permanente’s Colorado region is concerned with the high and growing cost of treating the elderly population. She introduces a new care model, Primary Care Plus, using an interdisciplinary team of a primary care doctor, palliative care... View Details

Keywords: Primary Health Care; Elderly Patients; Integrated Practice Unit; Interdisciplinary Care; Health Care and Treatment; Age; Cost Management; Performance Improvement; Health Industry; United States; Colorado

Educators

January 1996 (Revised July 1996)
Case

Rabobank Nederland

By: Kenneth A. Merchant and Robert S. Kaplan

Describes the account manager's role and the history of one credit application. The purpose is to evaluate various methods the bank uses to influence account managers' behaviors. Also describes some alternatives being considered to improve the information systems used... View Details

Keywords: Financial Management; Managerial Roles; Accounting; Information Management; Banks and Banking; Power and Influence; Banking Industry; Netherlands

Article

Better Accounting Transforms Health Care Delivery

By: Robert S. Kaplan and Mary L. Witkowski

The paper describes the theory and preliminary results for an action research program that explores the implications from better measurements of health care outcomes and costs. After summarizing Porter's outcome taxonomy (Porter 2010), we illustrate how to use process... View Details

Keywords: Activity Based Costing and Management; Research; Health Care and Treatment; Health Industry

December 1992 (Revised May 1999)
Supplement

Peoria Engine Plant (B)

By: Amy P. Hutton and Robert S. Kaplan

Designed to supplement Peoria Engine Plant (A). View Details

Keywords: Auto Industry

January 1982
Article

Empirical Analysis of the Commercial Loan Classification Decision

By: Robert S. Kaplan and J. Richard Dietrich

Keywords: Theory; Financing and Loans; Decision Making

February 1991
Case

Burlington Northern: The ARES Decision (A)

By: Julie H. Hertenstein and Robert S. Kaplan

Burlington Northern's decision whether to invest in ARES, an automated train control system, is a ($350 million) strategic investment in information technology. Although set in a service industry (railroad) the issues around this decision arise in many organizations... View Details

Keywords: Investment; Rail Transportation; Information Technology; Competitive Strategy; Performance Evaluation; Performance Effectiveness; Cost vs Benefits; Technology Adoption; Technological Innovation; Customers; Quality; Rail Industry

Educators

December 2008
Article

Protect Strategic Expenditures

By: Robert S. Kaplan and David P. Norton

Keywords: Strategy

September 1993
Background Note

The Private Label Movement

By: Robert S. Kaplan and Ray A. Goldberg

Private labels, previously weak in the U.S. market, are making inroads in the United States and Canada. Reasons for this include a weak economy, better quality of private label goods, and a desire by retailers to increase profitability. View Details

Keywords: Brands and Branding; Retail Industry; United States; Canada

Article

How Strategy Maps Frame an Organization's Objectives

By: Robert S. Kaplan and David P. Norton

Keywords: Strategy; Organizations; Goals and Objectives

Article

Leading Change with the Balanced Scorecard

By: Robert S. Kaplan and David P. Norton

Keywords: Leadership; Change; Balanced Scorecard

July 1978
Teaching Note

Walton Instruments--1970, Teaching Note

By: Robert H. Hayes and Steven C. Wheelwright

Keywords: Asset Management; Production; Quality