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  • All HBS Web  (3,506)
    • People  (8)
    • News  (816)
    • Research  (1,852)
    • Events  (5)
    • Multimedia  (35)
  • Faculty Publications  (1,160)
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  • November 2024 (Revised January 2025)
  • Case

Balancing Impact: Modeling the Future at British International Investment

By: Shawn Cole and Jonah Zahnd
In 2022, British International Investment (BII), the £8.1 billion development finance arm of the British government, implemented a new impact measurement system called the Impact Score to align its financial and impact objectives systematically. The tool was designed... View Details
Keywords: Investment Portfolio; Measurement and Metrics; Corporate Social Responsibility and Impact; Alignment; United Kingdom
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Cole, Shawn, and Jonah Zahnd. "Balancing Impact: Modeling the Future at British International Investment." Harvard Business School Case 225-047, November 2024. (Revised January 2025.)
  • 2021
  • Working Paper

Bank Balance Sheet Constraints and Bond Liquidity

By: Johannes Breckenfelder and Victoria Ivashina
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Breckenfelder, Johannes, and Victoria Ivashina. "Bank Balance Sheet Constraints and Bond Liquidity." Working Paper, June 2021.
  • October 1997 (Revised January 1998)
  • Teaching Note

Chadwick, Inc.: The Balanced Scorecard (Abridged) TN

By: William J. Bruns Jr.
Teaching Note for (9-196-124). View Details
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Bruns, William J., Jr. "Chadwick, Inc.: The Balanced Scorecard (Abridged) TN." Harvard Business School Teaching Note 198-029, October 1997. (Revised January 1998.)
  • 2003
  • Class Lecture

Building Strategy-Focused Organizations with the Balanced Scorecard

By: Robert S. Kaplan
Keywords: Balanced Scorecard; Strategy
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Kaplan, Robert S. "Building Strategy-Focused Organizations with the Balanced Scorecard." Boston: Harvard Business School Publishing Class Lecture, 2003. Electronic. (Faculty Lecture: HBSP Product Number 5356C.)
  • March 2004
  • Article

Improving Corporate Governance with the Balanced Scorecard

By: Robert S. Kaplan and Michael Nagel
Keywords: Corporate Governance; Balanced Scorecard
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Kaplan, Robert S., and Michael Nagel. "Improving Corporate Governance with the Balanced Scorecard." Directors Monthly (March 2004).
  • October 1984
  • Background Note

Goals: The Problem of Balancing Multiple Constituencies

By: Joseph L. Badaracco Jr. and Richard R. Ellsworth
Keywords: Goals and Objectives; Problems and Challenges; Balance and Stability
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Badaracco, Joseph L., Jr., and Richard R. Ellsworth. "Goals: The Problem of Balancing Multiple Constituencies." Harvard Business School Background Note 385-187, October 1984.
  • 22 May 2008
  • Working Paper Summaries

Testing Strategy with Multiple Performance Measures Evidence from a Balanced Scorecard at Store24

Keywords: by Dennis Campbell, Srikant M. Datar, Susan L. Kulp & V.G. Narayanan; Food & Beverage
  • September 2022
  • Supplement

Reflecting on the Balancing Act (Mark Lovich)

By: David G. Fubini and Patrick Sanguineti
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Fubini, David G., and Patrick Sanguineti. "Reflecting on the Balancing Act (Mark Lovich)." Harvard Business School Multimedia/Video Supplement 423-707, September 2022.
  • March 1998
  • Teaching Note

Chemical Bank: Implementing the Balanced Scorecard TN

By: Krishna G. Palepu and Kenneth A. Merchant
Teaching Note for (9-195-210). (Not listed on case). View Details
Keywords: Banking Industry
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Palepu, Krishna G., and Kenneth A. Merchant. "Chemical Bank: Implementing the Balanced Scorecard TN." Harvard Business School Teaching Note 198-099, March 1998.
  • February 2010 (Revised March 2013)
  • Teaching Note

Burt's Bees: Balancing Growth and Sustainability (TN)

By: Christopher Marquis
Teaching Note for [410704]. View Details
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Marquis, Christopher. "Burt's Bees: Balancing Growth and Sustainability (TN)." Harvard Business School Teaching Note 410-100, February 2010. (Revised March 2013.)
  • August 2009 (Revised September 2011)
  • Case

Whole Foods: Balancing Social Mission and Growth

By: Christopher Marquis, Marya Besharov and Bobbi Thomason
In 2009, Whole Foods stands at a crossroads. Their incredible growth over the past 25 years has vaulted them into the ranks of the largest US supermarkets and they have arguably led to the widespread acceptance of natural and organic foods in the United States. Yet... View Details
Keywords: Business Model; Leadership; Growth and Development Strategy; Corporate Social Responsibility and Impact; Environmental Sustainability; Food and Beverage Industry; Retail Industry; United States
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Marquis, Christopher, Marya Besharov, and Bobbi Thomason. "Whole Foods: Balancing Social Mission and Growth." Harvard Business School Case 410-023, August 2009. (Revised September 2011.)
  • November 2014
  • Case

Oasys Water: Balancing Strategic Partnerships & Financing Decisions

By: Ramana Nanda, William A. Sahlman and Sid Misra
Oasys Water had developed a proprietary water treatment technology based on an innovative forward osmosis process that could remove dissolved solids from water more effectively and efficiently than existing technologies. As Oasys looked to scale, it was exploring... View Details
Keywords: Entrepreneurial Finance; Finance; Strategy; Entrepreneurship; China
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Nanda, Ramana, William A. Sahlman, and Sid Misra. "Oasys Water: Balancing Strategic Partnerships & Financing Decisions." Harvard Business School Case 815-076, November 2014.
  • 2006
  • Book

Alignment: Using the Balanced Scorecard to Create Corporate Synergies

By: R. S. Kaplan and David P. Norton
Keywords: Balanced Scorecard; Alignment
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Kaplan, R. S., and David P. Norton. Alignment: Using the Balanced Scorecard to Create Corporate Synergies. Boston: Harvard Business School Press, 2006.
  • 2010
  • Article

The Strategic Balance of Disaster Risk Management

By: Dutch Leonard and Arnold M. Howitt
Keywords: Strategy; Balance and Stability; Risk Management
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Leonard, Dutch, and Arnold M. Howitt. "The Strategic Balance of Disaster Risk Management." Administration Reform 16, no. 8 (2010): 27–29.
  • Article

Using the Balanced Scorecard for Successful Health Care M&A Integration

By: Robert S. Kaplan
The failure of merged organizations to achieve stated goals is commonplace. In health care, the challenge is exacerbated by the industry’s third-party payer system and multiple stakeholders, especially the physicians in the merging entities. This article describes how... View Details
Keywords: Health Care and Treatment; Mergers and Acquisitions; Integration; Balanced Scorecard
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Kaplan, Robert S. "Using the Balanced Scorecard for Successful Health Care M&A Integration." NEJM Catalyst (May 21, 2020).
  • September–October 1994
  • Article

Devising a Balanced Scorecard Matched to Business Strategy

By: Robert S. Kaplan
Keywords: Strategy; Balanced Scorecard
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Kaplan, Robert S. "Devising a Balanced Scorecard Matched to Business Strategy." Planning Review (September–October 1994): 15–17, 19, 48.
  • 2003
  • Working Paper

Improving Corporate Governance with the Balanced Scorecard

By: Robert S. Kaplan and Michael E. Nagel
Citation
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Kaplan, Robert S., and Michael E. Nagel. "Improving Corporate Governance with the Balanced Scorecard." Harvard Business School Working Paper, No. 04-044, December 2003.
  • June 2005
  • Article

How the Balanced Scorecard Complements the McKinsey 7-S Model

By: R. S. Kaplan
Keywords: Balanced Scorecard
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Kaplan, R. S. "How the Balanced Scorecard Complements the McKinsey 7-S Model." Strategy & Leadership 33, no. 3 (June 2005): 41–46.
  • October 2010
  • Teaching Note

Whole Foods: Balancing Social Mission and Growth (TN)

By: Christopher Marquis and Bobbi Thomason
Teaching Note for 410023. View Details
Keywords: Food; Growth and Development; Mergers and Acquisitions; Mission and Purpose; Supply Chain; Business Model; Growth and Development Strategy; Integration; Management Practices and Processes; Labor Unions; Food and Beverage Industry; United States
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Marquis, Christopher, and Bobbi Thomason. "Whole Foods: Balancing Social Mission and Growth (TN)." Harvard Business School Teaching Note 411-057, October 2010.
  • 2009
  • Chapter

Organizational Design: Balancing Search and Stability in Strategic Decision Making

By: Jan Rivkin and Nicolaj Siggelkow
Managers often must make decisions that depend on decisions in other parts of the organization. These interactions create a network of interdependent choices and make strategizing difficult. In this chapter, the authors explore the intersection between organizing and... View Details
Keywords: Decision Choices and Conditions; Organizational Change and Adaptation; Organizational Design; Strategy; Balance and Stability
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Rivkin, Jan, and Nicolaj Siggelkow. "Organizational Design: Balancing Search and Stability in Strategic Decision Making." In The Network Challenge: Strategy, Profit, and Risk in an Interlinked World, edited by Paul R. Kleindorfer and Yoram Wind. Wharton School Publishing, 2009.
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