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(3,821)
- Faculty Publications (907)
- November 1996 (Revised April 1999)
- Case
United Way of Southeastern New England (UWSENE)
By: Robert S. Kaplan and Ellen L. Kaplan / RA
A regional United Way organization, a nonprofit already active in total quality management, implements a Balanced Scorecard to link its strategic planning objectives with day-to-day operations, and is able to translate its vision and strategy into objectives and... View Details
Keywords: Balanced Scorecard; Nonprofit Organizations; Governing and Advisory Boards; Strategy; United States
Kaplan, Robert S., and Ellen L. Kaplan / RA. "United Way of Southeastern New England (UWSENE)." Harvard Business School Case 197-036, November 1996. (Revised April 1999.)
- October 1996 (Revised April 1998)
- Case
Mobil USM&R (D): Gasoline Marketing
By: Robert S. Kaplan
Mobil US Marketing & Refining has shifted from a centralized staff-driven organization to decentralized business-units. Staff functions now must negotiate service agreements with a buyer's committee consisting of representatives from the profit-center business units.... View Details
Keywords: Balanced Scorecard; Management Teams; Human Resources; Agreements and Arrangements; Organizational Change and Adaptation; Customers; Situation or Environment; Business Units; Energy Industry; Mining Industry; United States
Kaplan, Robert S. "Mobil USM&R (D): Gasoline Marketing." Harvard Business School Case 197-028, October 1996. (Revised April 1998.)
- September 1996 (Revised September 1999)
- Case
Mobil USM&R (A): Linking the Balanced Scorecard
By: Robert S. Kaplan
The CEO of the marketing and refining division of a major oil company is in the midst of implementing a profit turnaround. He transforms the strongly centralized, functionally-organized division into 17 independent business units and 14 internal service companies. The... View Details
Keywords: Organizational Change and Adaptation; Measurement and Metrics; Management Practices and Processes; Organizational Design; Balanced Scorecard; Corporate Strategy; Mining Industry; Energy Industry
Kaplan, Robert S. "Mobil USM&R (A): Linking the Balanced Scorecard." Harvard Business School Case 197-025, September 1996. (Revised September 1999.)
- September 1996 (Revised April 1998)
- Case
Mobil USM&R (B): New England Sales and Distribution
By: Robert S. Kaplan
The general manager of a local gasoline/distillate sales and distribution business unit must communicate a new strategy to the unit's 300 employees. An initial strategic planning exercise identified a high-priority list of opportunities that blended the parent... View Details
Keywords: Balanced Scorecard; Adoption; Strategic Planning; Customization and Personalization; Management Practices and Processes; Growth and Development Strategy; Measurement and Metrics; Motivation and Incentives; Performance Evaluation; Energy Industry; Mining Industry; United States
Kaplan, Robert S. "Mobil USM&R (B): New England Sales and Distribution." Harvard Business School Case 197-026, September 1996. (Revised April 1998.)
- September 1996 (Revised May 1997)
- Case
Mobil USM&R (C): Lubricants Business Unit
By: Robert S. Kaplan
The general manager of a Lubricants Business Unit in Mobil's U.S. Marketing and Refining division launched a project to develop a Balanced Scorecard (BSC) for his unit. The purpose was to provide focus for all employees of the unit, enabling it to operate on an... View Details
Keywords: Balanced Scorecard; Employees; Customization and Personalization; Performance Evaluation; Measurement and Metrics; Management Teams; Projects; Energy Industry; Mining Industry; United States
Kaplan, Robert S. "Mobil USM&R (C): Lubricants Business Unit." Harvard Business School Case 197-027, September 1996. (Revised May 1997.)
- fall 1996
- Article
Linking the Balanced Scorecard to Strategy
By: Robert S. Kaplan and David Norton
Kaplan, Robert S., and David Norton. "Linking the Balanced Scorecard to Strategy." California Management Review 39, no. 1 (fall 1996): 53–79.
- September–October 1996
- Article
Strategic Learning and the Balanced Scorecard
By: Robert S. Kaplan and David Norton
Kaplan, Robert S., and David Norton. "Strategic Learning and the Balanced Scorecard." Strategy & Leadership (September–October 1996): 18–24.
- 1996
- Book
The Balanced Scorecard: Translating Strategy into Action
By: Robert S. Kaplan and David P. Norton
Keywords: Balanced Scorecard
Kaplan, Robert S., and David P. Norton. The Balanced Scorecard: Translating Strategy into Action. Boston: Harvard Business School Press, 1996. (Nominated for Financial Times/ Booz-Allen & Hamilton Global Business Book Award presented by Booz-Allen & Hamilton. Winner of Notable Contribution to Management Accounting Literature Award presented by American Accounting Association.)
- July 1996 (Revised August 2024)
- Case
Innovative Opportunities to Manage Health Care Delivery
By: Regina E. Herzlinger and D. Scott Lurding
The purpose of this case is:
To familiarize the students with the changing landscape of health care delivery, through chains of retail medical centers and those offering value-based care (VBC).
To discuss fundamental managerial decisions about their... View Details
To discuss fundamental managerial decisions about their... View Details
Herzlinger, Regina E., and D. Scott Lurding. "Innovative Opportunities to Manage Health Care Delivery." Harvard Business School Case 197-011, July 1996. (Revised August 2024.)
- July 1996
- Article
Executive Succession, Strategic Reorientation and Performance Growth: A Longitudinal Study in the U.S. Cement Industry in Stable Environments
By: Michael Tushman and L. Rosenkopf
Keywords: Management; Strategy; Performance; Growth and Development; Information; Balance and Stability; Construction Industry; United States
Tushman, Michael, and L. Rosenkopf. "Executive Succession, Strategic Reorientation and Performance Growth: A Longitudinal Study in the U.S. Cement Industry in Stable Environments." Management Science 42, no. 7 (July 1996): 939–953.
- June 1996
- Case
Siemens Corporation (B): Corporate Advertising for 1996
By: Stephen A. Greyser and Norman Klein
Describes the television advertising and presents examples of the comparable print ads, then documents new measurement tools and presents the results of key surveys that address audience awareness. Also includes other relevant activities to support Siemens USA's... View Details
Keywords: Advertising Campaigns; Learning; Balanced Scorecard; Operations; Outcome or Result; Advertising Industry
Greyser, Stephen A., and Norman Klein. "Siemens Corporation (B): Corporate Advertising for 1996." Harvard Business School Case 596-106, June 1996.
- February 1996
- Background Note
Managing for Creativity
Organizational stimulants and obstacles to creativity are summarized. The management tasks of supporting creativity and encouraging innovation are described as a delicate balance between over-control and chaos. A technology used to assess the climate for creativity is... View Details
Keywords: Innovation and Invention; Management Practices and Processes; Organizational Culture; Creativity; Motivation and Incentives; Technology
Amabile, Teresa M. "Managing for Creativity." Harvard Business School Background Note 396-271, February 1996.
- February 1996
- Case
Chadwick, Inc.: The Balanced Scorecard (Abridged)
By: Robert S. Kaplan
The pharmaceutical division of a diversified company has been asked to develop a Balanced Scorecard. Research and development projects take about ten years to bring a new product to the marketplace and the division depends on good relations and active feedback from its... View Details
Keywords: Balanced Scorecard; Research and Development; Product Launch; Commercialization; Consumer Behavior; Customer Focus and Relationships; Performance Evaluation; Pharmaceutical Industry
Kaplan, Robert S. "Chadwick, Inc.: The Balanced Scorecard (Abridged)." Harvard Business School Case 196-124, February 1996.
- January 1996 (Revised December 2005)
- Case
First Community Bank (A)
First Community Bank, a bank-within-a-bank at Bank of Boston, was established in 1990 as a unique venture to serve urban communities. By 1995 it has achieved profitability but must manage relationships with the mainstream at Bank of Boston, serve as a change agent and... View Details
Keywords: Banks and Banking; Business Ventures; Business and Community Relations; Agency Theory; Change Management; Leadership; Balanced Scorecard; Mission and Purpose; Organizational Structure; Problems and Challenges; Banking Industry; Boston
Kanter, Rosabeth M. "First Community Bank (A)." Harvard Business School Case 396-202, January 1996. (Revised December 2005.)
- January–February 1996
- Article
Using the Balanced Scorecard as a Strategic Management System
By: Robert S. Kaplan and David Norton
Kaplan, Robert S., and David Norton. "Using the Balanced Scorecard as a Strategic Management System." Harvard Business Review 74, no. 1 (January–February 1996): 75–85. (Reprint #96107.)
- September 1995
- Case
Ares-Serono
By: Michael Y. Yoshino, Jean-Pierre Jeannet and Carin-Isabel Knoop
Ares Serono, a medium-size Swiss pharmaceutical company, is the global leader in the field of fertility drugs. The company has successfully transformed into one of the very few biotech firms in Europe. The case treats a set of major strategic and organizational... View Details
Keywords: Geographic Location; Globalized Firms and Management; Asset Management; Balance and Stability; Expansion; Digital Platforms; Leadership Development; Health Care and Treatment; Transformation; Family Business; Problems and Challenges; Pharmaceutical Industry; Biotechnology Industry; Switzerland; Europe
Yoshino, Michael Y., Jean-Pierre Jeannet, and Carin-Isabel Knoop. "Ares-Serono." Harvard Business School Case 396-035, September 1995.
- August 1995 (Revised April 1998)
- Background Note
A Note for Analyzing Work Groups
By: Linda A. Hill
Presents a model for understanding the behavior and evolution of primary, stable work groups over time. The model describes contextual factors, design factors, and emergent culture as determinants of group behavior and performance. Describes emergent behavior, norms,... View Details
Hill, Linda A. "A Note for Analyzing Work Groups." Harvard Business School Background Note 496-026, August 1995. (Revised April 1998.)
- August 1995 (Revised October 1996)
- Case
IDS Financial Services (Condensed)
By: John A. Deighton
Highlights the decision that must be made on balancing customer acquisition and retention and de-emphasizing the structural issues involved in administering the independent contractor sales force. View Details
Keywords: Customers; Customer Focus and Relationships; Decisions; Corporate Governance; Salesforce Management; Financial Services Industry
Deighton, John A. "IDS Financial Services (Condensed)." Harvard Business School Case 596-045, August 1995. (Revised October 1996.) (request a courtesy copy.)
- August 1995 (Revised August 1995)
- Case
CIGNA Property and Casualty Reengineering (A)
By: Richard L. Nolan, Donna B. Stoddard, Chiara Francalanci and Elise C Martin
Reengineering was introduced at CIGNA Corp. in 1988. CIGNA entered a second wave reengineering effort through a major project at CIGNA P&C, one of CIGNA's larger businesses. P&C was in financial crisis and as a result brought in a new executive team in 1991 to head the... View Details
Keywords: Transformation; Cost vs Benefits; Design; Growth and Development; Analytics and Data Science; Growth and Development Strategy; Balanced Scorecard; Financial Crisis; Crisis Management; Projects; Information Technology; Insurance Industry
Nolan, Richard L., Donna B. Stoddard, Chiara Francalanci, and Elise C Martin. "CIGNA Property and Casualty Reengineering (A)." Harvard Business School Case 196-059, August 1995. (Revised August 1995.)
- March 1995 (Revised August 1995)
- Background Note
Options and Put-Call Parity
By: Andre F. Perold and Wai Lee
Illustrates the payoff structure of various positions involving put and call options and the use of put-call parity in understanding the relationships among various positions. Examines the cases of insured equity, interest rate caps and floors, callable and extendable... View Details
Keywords: Stock Options
Perold, Andre F., and Wai Lee. "Options and Put-Call Parity." Harvard Business School Background Note 295-129, March 1995. (Revised August 1995.)