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      • Faculty Publications  (1,241)

      Social Performance MeasurementRemove Social Performance Measurement →

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      • 2008
      • Book

      Execution Premium: Linking Strategy to Operations for Competitive Advantage

      By: Robert S. Kaplan and David P. Norton
      In a world of stiffening competition, business strategy is more crucial than ever. Yet most organizations struggle in this area--not with formulating strategy but with executing it, or putting their strategy into action. Owing to execution failures, companies realize... View Details
      Keywords: Management Analysis, Tools, and Techniques; Operations; Performance; Strategic Planning; Business Strategy
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      Kaplan, Robert S., and David P. Norton. Execution Premium: Linking Strategy to Operations for Competitive Advantage. Harvard Business Press, 2008.
      • July 2008 (Revised December 2009)
      • Case

      Infosys' Relationship Scorecard: Measuring Transformational Partnerships

      By: Francisco de Asis Martinez-Jerez, Robert S. Kaplan and Katherine Miller
      This case analyzes Infosys' innovative approach to measuring performance in client relations. Infosys' strategy is evolving to build transformational partnerships from its original position as an outsourcer of end-to-end IT projects. A transformational partner helps... View Details
      Keywords: Partners and Partnerships; Performance Evaluation; Attorney and Client Relationships; Job Cuts and Outsourcing; Balanced Scorecard; Competitive Strategy; Commercialization; Competitive Advantage; Economic Growth; Growth and Development Strategy; Consulting Industry; Information Technology Industry; India
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      Martinez-Jerez, Francisco de Asis, Robert S. Kaplan, and Katherine Miller. "Infosys' Relationship Scorecard: Measuring Transformational Partnerships." Harvard Business School Case 109-006, July 2008. (Revised December 2009.)
      • July – August 2008
      • Article

      Buy-Side vs. Sell-Side Analysts' Earnings Forecasts

      By: Boris Groysberg, Paul M. Healy and Craig James Chapman
      We compare the earnings forecast performance of analysts at a large buy-side firm to that of sell-side analysts. Our tests show that the buy-side firm analysts make more optimistic and less accurate forecasts than their counterparts on the sell-side. These performance... View Details
      Keywords: Motivation and Incentives; Business Earnings; Forecasting and Prediction; Performance Effectiveness
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      Groysberg, Boris, Paul M. Healy, and Craig James Chapman. "Buy-Side vs. Sell-Side Analysts' Earnings Forecasts ." Financial Analysts Journal 64, no. 4 (July–August 2008): 25 – 39.
      • 2008
      • Working Paper

      Communication (and Coordination?) in a Modern, Complex Organization

      By: Adam M. Kleinbaum, Toby E. Stuart and Michael L. Tushman
      This is a descriptive study of the structure of communications in a modern organization. We analyze a dataset with millions of electronic mail messages, calendar meetings and teleconferences for many thousands of employees of a single, multidivisional firm during a... View Details
      Keywords: Business Conglomerates; Interpersonal Communication; Organizational Structure; Social Issues; Boundaries
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      Kleinbaum, Adam M., Toby E. Stuart, and Michael L. Tushman. "Communication (and Coordination?) in a Modern, Complex Organization." Harvard Business School Working Paper, No. 09-004, July 2008.
      • June 2008
      • Background Note

      A Note on Limited Partner Advisory Boards

      By: Josh Lerner, G. Felda Hardymon and Ann Leamon
      This note explores the limited partner advisory boards. Based on interviews with seven experienced limited partners who serve on a number of different advisory boards, it presents the roles of the advisory board, the ways it can influence the general partner, and the... View Details
      Keywords: Corporate Governance; Governing and Advisory Boards; Partners and Partnerships; Power and Influence
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      Lerner, Josh, G. Felda Hardymon, and Ann Leamon. "A Note on Limited Partner Advisory Boards." Harvard Business School Background Note 808-169, June 2008.
      • June 2008
      • Teaching Note

      Amanco: Developing the Sustainability Scorecard (TN)

      By: Robert S. Kaplan
      Teaching Note for [inse107038]. View Details
      Keywords: Balanced Scorecard; Strategy; Performance; Groups and Teams; Management Systems; Market Entry and Exit; Competition; Social Enterprise; Motivation and Incentives; Goals and Objectives; Manufacturing Industry; Latin America; Brazil
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      Kaplan, Robert S. "Amanco: Developing the Sustainability Scorecard (TN)." Harvard Business School Teaching Note 108-100, June 2008.
      • June 2008 (Revised February 2011)
      • Case

      Year Up: A Social Entrepreneur Builds High Performance

      By: Allen S Grossman and Naomi Greckol-Herlich
      Year Up, a nonprofit job-skills training program for low-income, urban youth has run four successful programs in four cities for the past seven years. Now, after an ambitious capital campaign, the organization is poised to grow into a national program in an attempt to... View Details
      Keywords: Social Entrepreneurship; Growth Management; Quality; Nonprofit Organizations; United States
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      Grossman, Allen S., and Naomi Greckol-Herlich. "Year Up: A Social Entrepreneur Builds High Performance." Harvard Business School Case 308-032, June 2008. (Revised February 2011.)
      • 2008
      • Working Paper

      Collaborative Architectures for Innovation

      By: Gary P. Pisano and Roberto Verganti
      Collaborative innovation has become a hot topic in innovation today. Scholars, consultants, and the business press all urge companies seeking to boost innovative performance to become more "collaborative." Too often, however, companies fail to distinguish among the... View Details
      Keywords: Competency and Skills; Governance Controls; Collaborative Innovation and Invention; Innovation and Management; Innovation Strategy; Social and Collaborative Networks
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      Pisano, Gary P., and Roberto Verganti. "Collaborative Architectures for Innovation." Harvard Business School Working Paper, No. 08-105, June 2008.
      • 2008
      • Chapter

      Identity Negotiation Processes Amidst Diversity: Understanding the Influence of Social Identity and Status Differences

      By: Jeffrey T. Polzer and Heather M. Caruso
      We integrate an identity negotiation framework with research on diversity, social identity theory, and status differences. This integration reveals the distinct advantages and challenges that high and low status people face when they engage in identity negotiation... View Details
      Keywords: Status and Position; Prejudice and Bias; Groups and Teams; Organizational Culture; Identity; Diversity; Power and Influence
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      Polzer, Jeffrey T., and Heather M. Caruso. "Identity Negotiation Processes Amidst Diversity: Understanding the Influence of Social Identity and Status Differences." In Diversity at Work, edited by Arthur P. Brief. United Kingdom: Cambridge University Press, 2008.
      • Summer 2008
      • Article

      Simple Measures for Social Enterprise

      By: Brian Trelstad
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      Trelstad, Brian. "Simple Measures for Social Enterprise." Innovations: Technology, Governance, Globalization 3, no. 3 (Summer 2008): 105–118.
      • 2008
      • Working Paper

      The Future of Social Enterprise

      By: V. Kasturi Rangan, Herman B. Leonard and Susan McDonald

      The Future of Social Enterprise considers the confluence of forces that is shaping the field of social enterprise, changing the way that funders, practitioners, scholars, and organizations measure performance. We trace a growing pool of potential funding sources to... View Details

      Keywords: Social Entrepreneurship; Investment; Philanthropy and Charitable Giving; Performance Effectiveness; Social Enterprise; Consolidation; Value
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      Rangan, V. Kasturi, Herman B. Leonard, and Susan McDonald. "The Future of Social Enterprise." Harvard Business School Working Paper, No. 08-103, June 2008.
      • May 2008
      • Article

      Coerced Confessions: Self-Policing in the Shadow of the Regulator

      By: Jodi L. Short and Michael W. Toffel
      As part of a recent trend toward more cooperative relations between regulators and industry, novel government programs are encouraging firms to monitor their own regulatory compliance and voluntarily report their own violations. In this study, we examine how regulatory... View Details
      Keywords: Governance Compliance; Law Enforcement; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Environmental Sustainability; Programs; Power and Influence; Organizations; Decisions; Business and Government Relations; United States
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      Short, Jodi L., and Michael W. Toffel. "Coerced Confessions: Self-Policing in the Shadow of the Regulator." Journal of Law, Economics & Organization 24, no. 1 (May 2008): 45–71.
      • May 2008
      • Article

      Nonfinancial Performance Measures and Promotion-Based Incentives

      By: Dennis Campbell
      Keywords: Performance; Measurement and Metrics; Motivation and Incentives
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      Campbell, Dennis. "Nonfinancial Performance Measures and Promotion-Based Incentives." Journal of Accounting Research 46, no. 2 (May 2008).
      • 2008
      • Report

      Survey Questionnaire on Environmental Management Practices: Summary of Results by Industry and Practices

      By: Magali Delmas and Michael W. Toffel
      This document provides a summary of the results of a survey on Environmental Management Practices (EMP) conducted by the University of California at Santa Barbara during October and November 2003. The survey was sent to 3255 facilities in 8 industrial sectors: pulp,... View Details
      Keywords: Economic Sectors; Surveys; Management Practices and Processes; Corporate Social Responsibility and Impact; Business and Government Relations; Environmental Sustainability; Non-Governmental Organizations
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      Delmas, Magali, and Michael W. Toffel. "Survey Questionnaire on Environmental Management Practices: Summary of Results by Industry and Practices." Report, 2008. (2008. University of California, Institute for Social, Behavioral, and Economic Research.)
      • May 2008
      • Case

      Thomas Green: Power, Office Politics and a Career in Crisis

      By: W. Earl Sasser Jr. and Heather Beckham
      The case describes the dilemma of a marketing manager, Thomas Green, who, after being rapidly promoted, is harshly criticized by his boss, Frank Davis. Green and Davis disagree on work styles and market projections. Green believes the sales goals set by Davis are based... View Details
      Keywords: Superior & Subordinate; Performance Management; Personal Strategy & Style; Management Style; Conflict Management; Communication; Rank and Position; Personal Characteristics; Power and Influence
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      Sasser, W. Earl, Jr., and Heather Beckham. "Thomas Green: Power, Office Politics and a Career in Crisis." Harvard Business School Brief Case 082-095, May 2008.
      • May 2008
      • Teaching Note

      Thomas Green: Power, Office Politics, and a Career in Crisis (Brief Case)

      By: W. Earl Sasser Jr. and Heather Beckham
      Teaching Note for 2095. View Details
      Keywords: Superior & Subordinate; Performance Management; Personal Strategy & Style; Conflict Management; Communication; Personal Development and Career; Rank and Position; Performance; Power and Influence
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      Sasser, W. Earl, Jr., and Heather Beckham. "Thomas Green: Power, Office Politics, and a Career in Crisis (Brief Case)." Harvard Business School Teaching Note 082-096, May 2008.
      • April 2008 (Revised October 2008)
      • Case

      TD Canada Trust (A): The Green and the Red

      By: Dennis Campbell and Brent Kazan
      The case series illustrates the role of performance measurement and analytics in translating TD-Canada Trust's service model of "comfortable banking" into operational terms. In 2000, in a banking market where consumers and regulators were typically hostile to mergers... View Details
      Keywords: Mergers and Acquisitions; Customer Focus and Relationships; Customer Satisfaction; Commercial Banking; Profit; Balanced Scorecard; Organizational Change and Adaptation; Banking Industry; Canada
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      Campbell, Dennis, and Brent Kazan. "TD Canada Trust (A): The Green and the Red." Harvard Business School Case 108-005, April 2008. (Revised October 2008.)
      • April 2008
      • Case

      Ophthalmic Consultants of Boston and Dr. Bradford J. Shingleton (2004)

      By: H. Kent Bowen and Marcelo Pancotto
      Dr. Bradford Shingleton has developed some of the highest quality eye surgery techniques in the industry. He involves his nurses and technicians in creating a surgical service that is constantly improving. The case has many details about how Dr. Shingleton works with... View Details
      Keywords: Health Care and Treatment; Independent Innovation and Invention; Service Operations; Performance Productivity; Practice; Problems and Challenges; Health Industry; Boston
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      Bowen, H. Kent, and Marcelo Pancotto. "Ophthalmic Consultants of Boston and Dr. Bradford J. Shingleton (2004)." Harvard Business School Case 608-151, April 2008.
      • May 2008
      • Article

      Excess Comovement of Stock Returns: Evidence from Cross-sectional Variation in Nikkei 225 Weights

      By: Robin Greenwood
      In the presence of limits to arbitrage, cross-sectional variation in periodic investor demand should be related to the degree of comovement of returns. I exploit the unusual weighting system of the Nikkei 225 index in Japan to identify cross-sectional variation in... View Details
      Keywords: Stocks; Investment; Investment Return; Market Transactions; Weight; Performance Expectations; Behavior; Japan
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      Greenwood, Robin. "Excess Comovement of Stock Returns: Evidence from Cross-sectional Variation in Nikkei 225 Weights." Review of Financial Studies 21, no. 3 (May 2008): 1153–1186.
      • 2008
      • Working Paper

      Using Financial Innovation to Support Savers: From Coercion to Excitement

      By: Peter Tufano
      We review a wide variety of programs that support savings by families, in particular by low- and moderate-income families. These programs range from ones that literally compel families to save, to those that make it hard not to save, make it easier to save, provide... View Details
      Keywords: Saving; Motivation and Incentives; Programs; Income; Personal Finance; Family and Family Relationships; Performance Effectiveness
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      Tufano, Peter, and Daniel Schneider. "Using Financial Innovation to Support Savers: From Coercion to Excitement." Harvard Business School Working Paper, No. 08-075, April 2008.
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