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      • August 2004 (Revised September 2005)
      • Case

      Stanley O'Neal at Merrill Lynch (A)

      By: David A. Thomas and Ayesha Kanji
      In the late 1970s, Stanley O'Neal joined Merrill Lynch as an investment banker. Profiles O'Neal's ascent at Merrill to CEO. O'Neal put Merrill through a comprehensive restructuring program, cutting costs and significantly reducing the work force. As CEO, O'Neal faces... View Details
      Keywords: Restructuring; Race; Cost Management; Investment Banking; Job Cuts and Outsourcing; Leadership; Management Succession; Performance Effectiveness; Personal Development and Career
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      Thomas, David A., and Ayesha Kanji. "Stanley O'Neal at Merrill Lynch (A)." Harvard Business School Case 405-029, August 2004. (Revised September 2005.)
      • 8 Aug 2004
      • Conference Presentation

      Team Learning and the Racial Diversity-Performance Link

      By: R. Ely and David A. Thomas
      Keywords: Learning; Groups and Teams; Ethnicity; Performance
      Citation
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      Ely, R., and David A. Thomas. "Team Learning and the Racial Diversity-Performance Link." In The Academy of Management. Paper presented at the Academy of Management Annual Meeting, New Orleans, LA, August 08, 2004.
      • 2004
      • Chapter

      Claiming Authority: Negotiating Challenges for Women Leaders

      By: Hannah R. Bowles and Kathleen L. McGinn
      Keywords: Leadership; Negotiation Participants; Problems and Challenges; Gender; Power and Influence
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      Bowles, Hannah R., and Kathleen L. McGinn. "Claiming Authority: Negotiating Challenges for Women Leaders." Chap. 9 in The Psychology of Leadership: New Perspectives and Approaches, edited by D. Messick and R. Kramer, 191–208. Mahwah, NJ: Lawrence Erlbaum Associates, 2004.
      • July 2004 (Revised August 2004)
      • Case

      On Becoming a Board Member

      By: Jay W. Lorsch and Ashley Robertson
      A Hispanic executive is considering whether to join the board of directors of a company and receives advice from several more experienced directors. Teaching Purpose: To focus on the issues related to joining a board of directors. View Details
      Keywords: Management; Leadership; Ethnicity; Governing and Advisory Boards
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      Lorsch, Jay W., and Ashley Robertson. "On Becoming a Board Member." Harvard Business School Case 405-012, July 2004. (Revised August 2004.)
      • July 2004 (Revised January 2007)
      • Case

      H&R Block and "Everyday Financial Services"

      By: Peter Tufano and Daniel Schneider
      H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the... View Details
      Keywords: Financial Management; Income; Taxation; Product Development; Financial Services Industry; United States
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      Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)
      • July 2004 (Revised October 2018)
      • Case

      Opium and Entrepreneurship in the Nineteenth Century

      By: Geoffrey Jones, Elisabeth Koll and Alexis Gendron
      This case examines the role of Jardine Matheson, a trading company founded by two Scottish merchants, in the opium trade between India and China during the nineteenth century. The two Opium Wars fought between Western powers and China, which sought to stop opium... View Details
      Keywords: History; Globalized Economies and Regions; Ethnicity; Multinational Firms and Management; Groups and Teams; Trade; Social and Collaborative Networks; China; United Kingdom
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      Jones, Geoffrey, Elisabeth Koll, and Alexis Gendron. "Opium and Entrepreneurship in the Nineteenth Century." Harvard Business School Case 805-010, July 2004. (Revised October 2018.)
      • 13 May 2004 - 15 May 2004
      • Conference Presentation

      Women in the Venture Capital Industry

      By: C. G. Brush, N. M. Carter, E. J. Gatewood, P. G. Greene and Myra M. Hart
      Keywords: Venture Capital; Gender
      Citation
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      Brush, C. G., N. M. Carter, E. J. Gatewood, P. G. Greene, and Myra M. Hart. "Women in the Venture Capital Industry." In National Venture Capital Association. San Francisco, CA, May 13–15, 2004.
      • 4 Jan 2004 - 7 Jan 2004
      • Conference Presentation

      Women, Money and Wealth Creation: Investigating the Myths.

      By: C. G. Brush, N. M. Carter, E. J. Gatewood, P. G. Greene and Myra M. Hart
      Keywords: Gender; Money; Wealth
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      Brush, C. G., N. M. Carter, E. J. Gatewood, P. G. Greene, and Myra M. Hart. "Women, Money and Wealth Creation: Investigating the Myths." Paper presented at the Consortium of Social Science Associations Annual Meeting, San Diego, CA, January 04–07, 2004.
      • January 2004
      • Article

      Finding Value in Diversity: Verification of Personal and Social Self-Views in Diverse Groups

      By: W. B. Swann Jr., J. Polzer, D. C. Seyle and S. J. Ko
      Keywords: Value; Groups and Teams; Identity; Diversity
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      Swann, W. B., Jr., J. Polzer, D. C. Seyle, and S. J. Ko. "Finding Value in Diversity: Verification of Personal and Social Self-Views in Diverse Groups." Academy of Management Review 29, no. 1 (January 2004): 9–27.
      • 2004
      • Other Unpublished Work

      Women Entrepreneurs, Growth, and Implications for the Classroom

      By: C. G. Brush, N. M. Carter, E. J. Gatewood, P. G. Greene and Myra M. Hart
      Keywords: Entrepreneurship; Education; Gender
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      Brush, C. G., N. M. Carter, E. J. Gatewood, P. G. Greene, and Myra M. Hart. "Women Entrepreneurs, Growth, and Implications for the Classroom." Coleman Foundation White Paper , United States Association for Small Business and Entrepreneurship (USASBE), January 2004.
      • December 15, 2003
      • Article

      Women Leaders and Organizational Change

      By: R. Ely and Debra E. Meyerson
      Keywords: Organizational Change and Adaptation; Leadership; Gender
      Citation
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      Ely, R., and Debra E. Meyerson. "Women Leaders and Organizational Change." Organizations. Harvard Business School Working Knowledge (December 15, 2003).
      • October 2003
      • Case

      Henry Tam and the MGI Team

      By: Jeffrey T. Polzer, Ingrid Vargas and Hillary Anger Elfenbein
      Within a short time frame, seven diverse team members assemble to write a business plan for a new company and struggle to define their roles, make decisions together, and resolve conflict. Henry Tam, a second-year Harvard MBA student, who joins an aspiring start-up... View Details
      Keywords: Interpersonal Communication; Business Plan; Groups and Teams; Decision Making; Jobs and Positions; Leadership Style; Human Resources; Management Teams; Conflict and Resolution; Diversity
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      Polzer, Jeffrey T., Ingrid Vargas, and Hillary Anger Elfenbein. "Henry Tam and the MGI Team." Harvard Business School Case 404-068, October 2003.
      • 2003
      • Chapter

      Venture Capital Access in The New Economy: Is Gender an Issue?

      By: Candida G. Brush, Nancy M. Carter, Elizabeth Gatewood, Patricia G. Greene and Myra M. Hart
      Keywords: Prejudice and Bias; Venture Capital; Gender
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      Brush, Candida G., Nancy M. Carter, Elizabeth Gatewood, Patricia G. Greene, and Myra M. Hart. "Venture Capital Access in The New Economy: Is Gender an Issue?" In The Emergence of Entrepreneurship Policy: Governance, Start-ups and Growth in the Knowledge Economy, edited by David Hart. Cambridge, U.K.: Cambridge University Press, 2003.
      • September 2003 (Revised March 2004)
      • Compilation

      Laura Barr: Work Patterns at Ditto (B)

      By: Leslie A. Perlow
      According to her managers, Laura is an "ideal female employee." Depicts her life and provides a log of how she spends her time. This is a rewritten version of an earlier case. View Details
      Keywords: Time Management; Work-Life Balance; Gender; Information Technology Industry
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      Perlow, Leslie A. "Laura Barr: Work Patterns at Ditto (B)." Harvard Business School Compilation 404-056, September 2003. (Revised March 2004.)
      • September 2003 (Revised January 2004)
      • Case

      Wal-Mart Stores in 2003

      By: Pankaj Ghemawat, Stephen P. Bradley and Ken Mark
      Examines Wal-Mart's development over three decades and provides financial and descriptive detail of its domestic operations. In 2003, Wal-Mart's Supercenter business has surpassed its domestic business as the largest generator of revenues. Its international operation... View Details
      Keywords: Wages; Fairness; Corporate Strategy; Operations; Labor Unions; Problems and Challenges; Gender; Globalized Firms and Management; Competitive Advantage; Retail Industry; United States
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      Ghemawat, Pankaj, Stephen P. Bradley, and Ken Mark. "Wal-Mart Stores in 2003." Harvard Business School Case 704-430, September 2003. (Revised January 2004.)
      • 11 Aug 2003 - 16 Aug 2003
      • Conference Presentation

      The Future of Diversity Research: Applying Ourselves to New Challenges for the 21st Century

      By: R. Ely
      Keywords: Diversity; Research
      Citation
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      Ely, R. "The Future of Diversity Research: Applying Ourselves to New Challenges for the 21st Century." Paper presented at the Academy of Management Annual Meeting, Seattle, WA, August 11–16, 2003.
      • August 2003
      • Case

      BRAC

      By: John A. Quelch
      BRAC is the world's largest NGO and has over the past 20 years experienced tremendous rates of growth. The case looks at diversity within the organization and the aspects of management that have made the organization so successful. View Details
      Keywords: Business or Company Management; Diversity; Non-Governmental Organizations
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      Quelch, John A., and Nathalie Laidler. "BRAC." Harvard Business School Case 504-012, August 2003.
      • August 2003
      • Supplement

      Children's Hospital and Clinics

      By: Amy C. Edmondson and Michael Roberto
      Keywords: Age; Medical Specialties; Health Care and Treatment; Health Industry
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      Edmondson, Amy C., and Michael Roberto. "Children's Hospital and Clinics." Harvard Business School Video Supplement 304-802, August 2003.
      • 2003
      • Book

      Reader in Gender, Work and Organization

      By: R. Ely, E. Foldy and M. Scully
      Keywords: Gender; Organizations; Labor
      Citation
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      Ely, R., E. Foldy, and M. Scully. Reader in Gender, Work and Organization. Oxford, U.K.: Blackwell Publishing, 2003.
      • 2003
      • Book

      Women Entrepreneurs, Their Ventures, and The Venture Capital Industry: An Annotated Bibliography.

      By: Elizabeth Gatewood, Nancy M. Carter, Candida G. Brush, Patricia G. Greene and Myra M. Hart
      Keywords: Entrepreneurship; Gender; Business Ventures; Information
      Citation
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      Gatewood, Elizabeth, Nancy M. Carter, Candida G. Brush, Patricia G. Greene, and Myra M. Hart. Women Entrepreneurs, Their Ventures, and The Venture Capital Industry: An Annotated Bibliography. Stockholm: Entrepreneurship and Small Business Research Institute (ESBRI), 2003.
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