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      Performance EvaluationRemove Performance Evaluation →

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      • 2021
      • Working Paper

      The Business of K-12 Education in China

      By: Geoffrey Jones and Yuhai Wu
      This working paper examines the evolution of K-12 education in China, especially between 1985 and the present day, drawing extensive interviews with participants in the educational sector. China has been hugely successful in reaching almost 100 percent literacy,... View Details
      Keywords: K-12 Education; China; Real Estate; Early Childhood Education; Performance Evaluation; Teaching; Governing Rules, Regulations, and Reforms; Personal Development and Career; Social Issues; Nonprofit Organizations; Private Sector; Education Industry; Real Estate Industry; China
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      Jones, Geoffrey, and Yuhai Wu. "The Business of K-12 Education in China." Harvard Business School Working Paper, No. 22-022, October 2021.
      • October 1, 2021
      • Article

      An Evaluation of Cross-efficiency Methods: With an Application to Warehouse Performance.

      By: B.M. Balk, M.R. De Koster, Christian Kaps and J.L. Zofio
      Cross-efficiency measurement is an extension of Data Envelopment Analysis that allows for tie-breaking ranking of the Decision Making Units (DMUs) using all the peer evaluations. In this article we examine the theory of cross-efficiency measurement by comparing a... View Details
      Keywords: Efficiency Analysis; Performance Benchmarking; Warehousing; Analytics and Data Science; Performance Evaluation; Measurement and Metrics; Mathematical Methods
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      Balk, B.M., M.R. De Koster, Christian Kaps, and J.L. Zofio. "An Evaluation of Cross-efficiency Methods: With an Application to Warehouse Performance." Art. 126261. Applied Mathematics and Computation 406 (October 1, 2021).
      • 2024
      • Working Paper

      Intrinsic Motivation and Referrals Within Firms: Evidence from a Large Microfinance Institution

      By: Natalia Rigol and Benjamin N. Roth
      Many organizations rely on internal referrals between employees with differing comparative advantages. Yet when an employee encounters a lucrative opportunity, they may be motivated to retain it even when doing so harms efficiency. We develop a framework that... View Details
      Keywords: Loan Officers; Strategic Behavior; Strategic Disclosure; Microfinance; Financial Institutions; Financing and Loans
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      Rigol, Natalia, and Benjamin N. Roth. "Intrinsic Motivation and Referrals Within Firms: Evidence from a Large Microfinance Institution." NBER Working Paper Series, No. 29427, October 2021.
      • September 2021 (Revised November 2022)
      • Case

      Community Solutions

      By: Brian Trelstad and Tom Quinn
      Community Solutions was an anti-homelessness nonprofit founded in 2011 after protagonist Rosanne Haggerty grew frustrated with the limited impact of traditional housing and outreach strategies. It set an ambitious goal, reached in some partner communities, of ending... View Details
      Keywords: Change; Change Management; Disruption; Transformation; Communication; Communication Strategy; Decision Making; Cost vs Benefits; Decision Choices and Conditions; Decisions; Forecasting and Prediction; Social Entrepreneurship; Ethics; Values and Beliefs; Capital Budgeting; Capital Markets; Country; Government Administration; Government Legislation; Housing; Disruptive Innovation; Innovation and Invention; Innovation Strategy; Knowledge Sharing; Leading Change; Resource Allocation; Mission and Purpose; Performance Evaluation; Performance Improvement; Philanthropy and Charitable Giving; Opportunities; Social Enterprise; Nonprofit Organizations; Human Needs; Public Opinion; Social Issues; Societal Protocols; Poverty; Welfare; Well-being; System; Equality and Inequality; Consulting Industry; Real Estate Industry; United States; New York (city, NY); Florida; Texas
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      Trelstad, Brian, and Tom Quinn. "Community Solutions." Harvard Business School Case 322-021, September 2021. (Revised November 2022.)
      • September 2021
      • Case

      Tonya Thayer

      By: David Fubini
      Tonya Thayer, Senior Partner and leader of the Consumer Package Goods practice at Sinclair Consulting, must evaluate Alan Henderson, a Principal (junior) Partner and a key member within CPG, as the six-month update on his progress and development nears. While prior... View Details
      Keywords: Advice Giving; Performance Review; Performance Evaluation; Personal Development and Career
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      Fubini, David. "Tonya Thayer." Harvard Business School Case 422-022, September 2021.
      • Article

      A Cost Comparison of Cataract Surgeries in Three Countries—United States, India, and Nepal

      By: Jiayin Xue, John Hinkle, Mary-Grace Reeves, Luo Luo Zheng, Vengadesan Natarajan, Shyam Vyas, Radhika Upreti Oli, Matt Oliva, Robert S. Kaplan, Arnold Milstein, Geoff Tabin, Jeffrey L. Goldberg and Kevin Schulman
      U.S.-based cataract surgeries are costly compared with those performed in high-quality Indian and Nepalese eye centers. The authors used time-driven activity-based costing to evaluate phacoemulsification surgery across four sites: a U.S.-based academic hospital... View Details
      Keywords: Time-Driven Activity-Based Costing; Cost Accounting; Health Care and Treatment; Health Industry; India; Nepal; United States
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      Xue, Jiayin, John Hinkle, Mary-Grace Reeves, Luo Luo Zheng, Vengadesan Natarajan, Shyam Vyas, Radhika Upreti Oli, Matt Oliva, Robert S. Kaplan, Arnold Milstein, Geoff Tabin, Jeffrey L. Goldberg, and Kevin Schulman. "A Cost Comparison of Cataract Surgeries in Three Countries—United States, India, and Nepal." NEJM Catalyst Innovations in Care Delivery 2, no. 9 (September 2021).
      • August 2021 (Revised February 2024)
      • Case

      Data Science at the Warriors

      By: Iavor I. Bojinov and Michael Parzen
      The case explores the development and early growth of a data science team at the Golden State Warriors, an NBA team based in San Francisco. The case begins by explaining the initial rationale for investing in data science, then covers a debate on the appropriate team... View Details
      Keywords: Data Science; Digital Marketing; Analysis; Forecasting and Prediction; Technological Innovation; Information Technology; Sports Industry; San Francisco; United States
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      Bojinov, Iavor I., and Michael Parzen. "Data Science at the Warriors." Harvard Business School Case 622-048, August 2021. (Revised February 2024.)
      • July 2021
      • Case

      Performance Review: Joseph Park and Elena Ramírez

      By: David G. Fubini and Patrick Sanguineti
      Niya Jones, a Partner at a major management consulting firm, must review the work of two of her mentees––Joseph Park and Elena Ramírez––for their first end-of-year performance review as new Project Leaders. Both have produced strong results in their new roles, but... View Details
      Keywords: Personal Development and Career; Management Style; Goals and Objectives; Management Analysis, Tools, and Techniques; Leadership Style
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      Fubini, David G., and Patrick Sanguineti. "Performance Review: Joseph Park and Elena Ramírez." Harvard Business School Case 422-008, July 2021.
      • June 2021
      • Case

      Modern Endowment Management: Paula Volent and the Bowdoin Endowment

      By: Luis M. Viceira, Emily R. McComb and Dean Xu
      This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details
      Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
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      Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.
      • June 2021 (Revised December 2021)
      • Case

      Suzhou Good-Ark Electronics: Creating and Implementing a Sage Culture

      By: Sandra J. Sucher, Nien-he Hsieh, Susan J. Winterberg, Nancy Hua Dai and Shalene Gupta
      Suzhou Good-Ark, a Chinese semiconductor implemented "Sage Culture" management based on traditional Chinese philosophy. Productivity doubled, turnover decreased, and employee satisfaction shot up. By 2015, more than 2,000 companies had toured Wu’s factories, and Wu had... View Details
      Keywords: Leadership Philosophy; Leadership; Management Style; Organizational Culture; Transformation; Performance; Semiconductor Industry; China; Singapore
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      Sucher, Sandra J., Nien-he Hsieh, Susan J. Winterberg, Nancy Hua Dai, and Shalene Gupta. "Suzhou Good-Ark Electronics: Creating and Implementing a Sage Culture." Harvard Business School Case 321-085, June 2021. (Revised December 2021.)
      • May 2021
      • Article

      Value-Based Healthcare in Urology: A Collaborative Review

      By: Chanan Reitblat, Paul A. Bain, Michael E. Porter, David N. Bernstein, Thomas W. Feeley, Markus Graefen, Santosh Iyer, Matthew J. Resnick, C.J. Stimson, Quoc-Dien Trinh and Boris Gershman
      Context:
      In response to growing concerns over rising costs and major variation in quality, improving value for patients has been proposed as a fundamentally new strategy for how healthcare should be delivered, measured, and... View Details
      Keywords: Value-based Healthcare; Integrated Practice Units; Outcome Measurement; Time-Driven Activity-Based Costing; Health Care and Treatment; Value; Cost Management; Strategy; Outcome or Result; Measurement and Metrics
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      Reitblat, Chanan, Paul A. Bain, Michael E. Porter, David N. Bernstein, Thomas W. Feeley, Markus Graefen, Santosh Iyer, Matthew J. Resnick, C.J. Stimson, Quoc-Dien Trinh, and Boris Gershman. "Value-Based Healthcare in Urology: A Collaborative Review." European Urology 79, no. 5 (May 2021): 571–585.
      • April 2021
      • Article

      Evaluating Firm-Level Expected-Return Proxies: Implications for Estimating Treatment Effects

      By: Charles M.C. Lee, Eric C. So and Charles C.Y. Wang
      We introduce a parsimonious framework for choosing among alternative expected-return proxies (ERPs) when estimating treatment effects. By comparing ERPs’ measurement-error variances in the cross section and in time series, we provide new evidence on the relative... View Details
      Keywords: Implied Cost Of Capital; Expected Returns; Cost of Capital; Investment Return; Performance Evaluation
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      Lee, Charles M.C., Eric C. So, and Charles C.Y. Wang. "Evaluating Firm-Level Expected-Return Proxies: Implications for Estimating Treatment Effects." Review of Financial Studies 34, no. 4 (April 2021): 1907–1951.
      • 2022
      • Article

      Gender Inequality in Research Productivity During the COVID-19 Pandemic

      By: Ruomeng Cui, Hao Ding and Feng Zhu
      We study the disproportionate impact of the lockdown as a result of the COVID-19 outbreak on female and male academics' research productivity in social science. The lockdown has caused substantial disruptions to academic activities, requiring people to work from home.... View Details
      Keywords: Gender Inequality; Research Productivity; Telecommuting; COVID-19 Pandemic; Research; Performance Productivity; Gender; Equality and Inequality; Health Pandemics
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      Cui, Ruomeng, Hao Ding, and Feng Zhu. "Gender Inequality in Research Productivity During the COVID-19 Pandemic." Manufacturing & Service Operations Management 24, no. 2 (March–April 2022): 707–726.
      • February 2021
      • Case

      Measuring Impact at JUST Capital

      By: Charles C.Y. Wang and Ethan Rouen
      JUST Capital is a nonprofit organization that seeks to make public companies more "just" by measuring and ranking their overall impact on society, based on the priorities most important to the average American. This case examines JUST's strategy for influencing... View Details
      Keywords: Nonprofit Organizations; Ethics; Measurement and Metrics; Performance Evaluation; Social Issues; Corporate Social Responsibility and Impact
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      Wang, Charles C.Y., and Ethan Rouen. "Measuring Impact at JUST Capital." Harvard Business School Multimedia/Video Case 121-703, February 2021.
      • February 2021
      • Tutorial

      Assessing Prediction Accuracy of Machine Learning Models

      By: Michael Toffel and Natalie Epstein
      This video describes how to assess the accuracy of machine learning prediction models, primarily in the context of machine learning models that predict binary outcomes, such as logistic regression, random forest, or nearest neighbor models. After introducing and... View Details
      Keywords: Statistics; Experiments; Forecasting and Prediction; Performance Evaluation; AI and Machine Learning
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      Toffel, Michael, and Natalie Epstein. Assessing Prediction Accuracy of Machine Learning Models. Harvard Business School Tutorial 621-706, February 2021. (Click here to access this tutorial.)
      • December 2020
      • Case

      Château Margaux: Serving Up the Third Wine

      By: Elie Ofek
      In fall 2019, Corinne Mentzelopoulos, owner of the famous first-growth Château Margaux, is pondering a series of decisions with respect to the chateau's third wine. Margaux du Château Marguax, as this wine was called, was launched in 2013 with a particular goal in mind... View Details
      Keywords: Brand Management; Pricing; Wine Industry; Marketing Strategy; Product Marketing; Performance Evaluation; Price; Distribution Channels; Growth and Development Strategy; France
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      Ofek, Elie. "Château Margaux: Serving Up the Third Wine." Harvard Business School Case 521-054, December 2020.
      • 2023
      • Working Paper

      The Market for Healthcare in Low Income Countries

      By: Abhijit Banerjee, Abhijit Chowdhury, Jishnu Das, Jeffrey Hammer, Reshmaan Hussam and Aakash Mohpal
      Patient trust is an important driver of the demand for healthcare. But it may also impact supply: doctors who realize that patients may not trust them may adjust their behavior in response. We assemble a large dataset that assesses clinical performance using... View Details
      Keywords: Health Care and Treatment; Quality; Developing Countries and Economies; Trust
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      Banerjee, Abhijit, Abhijit Chowdhury, Jishnu Das, Jeffrey Hammer, Reshmaan Hussam, and Aakash Mohpal. "The Market for Healthcare in Low Income Countries." Working Paper, July 2023.
      • October 2020 (Revised July 2023)
      • Case

      UCK Partners: Gong Cha

      By: Victoria Ivashina and Sangyun Lee
      In the Spring of 2017, Soomin Kim, Founding Partner of UCK Partners, and his team were debating the potential exit of UCK Partner’s investment in Gong Cha Korea, the sole local franchisor of the premium milk tea brand that they proprietarily sourced three years ago.... View Details
      Keywords: Exit; Strategic Decision Making; Private Equity; Investment; Strategy; Investment Return; Decision Making; Bids and Bidding
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      Ivashina, Victoria, and Sangyun Lee. "UCK Partners: Gong Cha." Harvard Business School Case 221-040, October 2020. (Revised July 2023.)
      • October 6, 2020
      • Article

      Test Your Board's Readiness for the Post-COVID Era

      By: Lynn S. Paine
      Research suggests that well-run boards take the process of self-evaluation quite seriously, often using a combination of director surveys and personal interviews to assess the functioning and effectiveness of the board, its committees, and its individual members. As... View Details
      Keywords: Health Pandemics; Governing and Advisory Boards; Performance Evaluation
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      Paine, Lynn S. "Test Your Board's Readiness for the Post-COVID Era." Harvard Business Review Digital Articles (October 6, 2020).
      • 2020
      • Working Paper

      Targeting for Long-Term Outcomes

      By: Jeremy Yang, Dean Eckles, Paramveer Dhillon and Sinan Aral
      Decision makers often want to target interventions so as to maximize an outcome that is observed only in the long term. This typically requires delaying decisions until the outcome is observed or relying on simple short-term proxies for the long-term outcome. Here we... View Details
      Keywords: Targeted Marketing; Optimization; Churn Management; Marketing; Customer Relationship Management; Policy; Learning; Outcome or Result
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      Yang, Jeremy, Dean Eckles, Paramveer Dhillon, and Sinan Aral. "Targeting for Long-Term Outcomes." Working Paper, October 2020.
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