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  • All HBS Web  (1,428)
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    • Research  (1,212)
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  • All HBS Web  (1,428)
    • News  (79)
    • Research  (1,212)
    • Events  (10)
    • Multimedia  (2)
  • Faculty Publications  (753)
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  • June 2009 (Revised February 2014)
  • Case

Evaluating Microsavings Programs: Green Bank of the Philippines (A)

By: Nava Ashraf, Dean Karlan, Wesley Yin and Marc Shotland
Green Bank of the Philippines was known for its product innovation and its ability to bring new products to market. In 2002, Green Bank designed an untested commitment savings product that both gave individuals access to formal savings and helped them commit to... View Details
Keywords: Saving; Innovation and Invention; Measurement and Metrics; Product Design; Success; Performance Evaluation; Banking Industry; Philippines
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Ashraf, Nava, Dean Karlan, Wesley Yin, and Marc Shotland. "Evaluating Microsavings Programs: Green Bank of the Philippines (A)." Harvard Business School Case 909-062, June 2009. (Revised February 2014.) (Request a courtesy copy.)
  • 2023
  • Working Paper

The Link Between Integrative Bargaining and Leadership Evaluations

By: Julian J. Zlatev and Francis J. Flynn
We draw from implicit leadership theory and the dual concern theory of conflict resolution to posit a link between negotiation style and leadership evaluations. Specifically, we propose that individuals who are more skilled at integrative, but not distributive,... View Details
Keywords: Prosocial Behavior; Leadership; Negotiation; Conflict and Resolution; Performance Evaluation
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Zlatev, Julian J., and Francis J. Flynn. "The Link Between Integrative Bargaining and Leadership Evaluations." Harvard Business School Working Paper, No. 23-044, January 2023.
  • 08 Jul 2022
  • News

How to Conduct a Great Performance Review.

  • Research Summary

Performance Measurement and Incentive Alignment

Professor Kulp is interested in how organizations use information to enhance firm performance. The manner in which an organization gathers, analyzes, and uses performance information as part of its internal governance system affects organizational success. Professor... View Details
  • January 1997
  • Background Note

Conducting a Performance Appraisal Interview

By: Michael Beer
Discusses typical problems experienced by managers in conducting performance appraisal interviews. The underlying causes of these problems are analyzed and ideas are presented that might help managers overcome these problems. A rewritten version of an earlier note. View Details
Keywords: Compensation and Benefits; Managerial Roles; Performance Evaluation; Problems and Challenges
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Beer, Michael. "Conducting a Performance Appraisal Interview." Harvard Business School Background Note 497-058, January 1997.
  • 2024
  • Working Paper

The Cram Method for Efficient Simultaneous Learning and Evaluation

By: Zeyang Jia, Kosuke Imai and Michael Lingzhi Li
We introduce the "cram" method, a general and efficient approach to simultaneous learning and evaluation using a generic machine learning (ML) algorithm. In a single pass of batched data, the proposed method repeatedly trains an ML algorithm and tests its empirical... View Details
Keywords: AI and Machine Learning
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Jia, Zeyang, Kosuke Imai, and Michael Lingzhi Li. "The Cram Method for Efficient Simultaneous Learning and Evaluation." Working Paper, March 2024.
  • 07 Oct 2009
  • Working Paper Summaries

Specific Knowledge and Divisional Performance Measurement

Keywords: by Michael C. Jensen & William H. Meckling
  • 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.
  • Research Summary

Economics of Organization and Firm Performance

A great deal of theoretical and empirical research indicates that economic actors should organize activities so as to minimize the 'transaction costs' associated with managing these activities. But little is known about the consequences of violating this prescription.... View Details
  • 2005
  • Report

Measuring Innovation: Evaluation in the Field of Social Entrepreneurship

By: Mark R. Kramer
Social Entrepreneurship has brought a new vision to the field of philanthropy and, with it, a different perspective on evaluation. In fact, many familiar approaches to evaluation in philanthropy miss the key criteria that funders consider essential to success within the... View Details
Keywords: Social Entrepreneurship; Philanthropy and Charitable Giving; Performance Evaluation
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Kramer, Mark R. "Measuring Innovation: Evaluation in the Field of Social Entrepreneurship." Report, April 2005.
  • September 2016
  • Case

Designing Performance Metrics at GoDaddy

By: C. Fritz Foley and Michael Lemm
Scott Wagner has recently joined GoDaddy, a leading provider of cloud-based software and services that helped individuals and small businesses establish a web presence, in the dual role of chief operating officer and chief financial officer. One of his first tasks is... View Details
Keywords: Motivation and Incentives; Management Practices and Processes; Performance Evaluation; Compensation and Benefits; Web Services Industry
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Foley, C. Fritz, and Michael Lemm. "Designing Performance Metrics at GoDaddy." Harvard Business School Case 217-004, September 2016.
  • 2025
  • Working Paper

Evaluations Amid Measurement Error: Determining the Optimal Timing for Workplace Interventions

By: Matthew DosSantos DiSorbo, Iavor I. Bojinov and Fiammetta Menchetti
Researchers have embraced factorial experiments to simultaneously evaluate multiple treatments, each with different levels. Typically, in large-scale factorial experiments, the primary objective is identifying the treatment with the largest causal effect, especially... View Details
Keywords: Factorial Designs; Fisher Randomizations; Rank Estimators; Employer Interventions; Causal Inference; Mathematical Methods; Performance Improvement
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DosSantos DiSorbo, Matthew, Iavor I. Bojinov, and Fiammetta Menchetti. "Evaluations Amid Measurement Error: Determining the Optimal Timing for Workplace Interventions." Harvard Business School Working Paper, No. 24-075, June 2024. (Revised May 2025.)
  • February 2023
  • Supplement

Performance Management at Afreximbank (B)

By: Robert S. Kaplan, Siko Sikochi, Anna Ngarachu and Namrata Arora
Supplements the (A) case. Founded in October 1993, the Cairo-based African Export-Import Bank (Afreximbank) was a specialized continental financial institution designed to address the low level of intra-African trade, the decline in financial flows to Africa, the... View Details
Keywords: COVID-19 Pandemic; Performance Evaluation; Organizational Culture; Crisis Management; Banking Industry; Africa
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Kaplan, Robert S., Siko Sikochi, Anna Ngarachu, and Namrata Arora. "Performance Management at Afreximbank (B)." Harvard Business School Supplement 123-043, February 2023.
  • 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.
  • 1 Apr 1978
  • Conference Presentation

Effects of Evaluation Expectation on Artistic Creativity

By: Teresa M. Amabile
Keywords: Performance Evaluation; Creativity
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Amabile, Teresa M. "Effects of Evaluation Expectation on Artistic Creativity." Paper presented at the Eastern Psychological Association Meeting, April 1, 1978.
  • 27 Nov 2006
  • What Do You Think?

What’s to Be Done About Performance Reviews?

suggestions for how to improve them. Typical of these were Thad Juszczak's recommendation that "The process of performance feedback should be continuous." Continuous feedback is an antidote to Hany Derias' concern that "the... View Details
Keywords: by Jim Heskett
  • 2020
  • Article

Mutual Funds: Skill and Performance

By: Jonathan B. Berk, Jules van Binsbergen and Max Miller
The authors summarize the recent literature on mutual fund manager skill and performance. They discuss the latest contributions in the field and reinterpret them through the lens of the rational expectations framework (efficient market hypothesis). They further discuss... View Details
Keywords: Investment Return; Investment Portfolio; Financial Management; Performance Evaluation; Measurement and Metrics
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Berk, Jonathan B., Jules van Binsbergen, and Max Miller. "Mutual Funds: Skill and Performance." Journal of Portfolio Management 46, no. 5 (2020): 17–31.
  • December 2014
  • Article

Clusters, Convergence, and Economic Performance

By: Mercedes Delgado, Michael E. Porter and Scott Stern
This paper evaluates the role of regional cluster composition in regional industry performance. On the one hand, diminishing returns to specialization in a location can result in a convergence effect: the growth rate of an industry within a region may be declining in... View Details
Keywords: Clusters; Economics; Industry Clusters; Economy; Growth and Development; United States
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Delgado, Mercedes, Michael E. Porter, and Scott Stern. "Clusters, Convergence, and Economic Performance." Research Policy 43, no. 10 (December 2014): 1785–1799.
  • Article

Gender Bias, Social Impact Framing, and Evaluation of Entrepreneurial Ventures

By: Matthew Lee and Laura Huang
Recent studies find that female-led ventures are penalized relative to male-led ventures due to role incongruity, or a perceived “lack of fit,” between female stereotypes and expected personal qualities of business entrepreneurs. We examine whether social impact... View Details
Keywords: Entrepreneurship; Gender; Prejudice and Bias; Framework; Perception; Performance Evaluation
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Lee, Matthew, and Laura Huang. "Gender Bias, Social Impact Framing, and Evaluation of Entrepreneurial Ventures." Organization Science 29, no. 1 (January–February 2018): 1–16.
  • 2012
  • Working Paper

Clusters, Convergence, and Economic Performance

By: Mercedes Delgado, Michael E. Porter and Scott Stern
This paper evaluates the role of regional cluster composition in the economic performance of industries, clusters, and regions. On the one hand, diminishing returns to specialization in a location can result in a convergence effect: the growth rate of an industry... View Details
Keywords: Industry Clusters; Performance; Economics
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Delgado, Mercedes, Michael E. Porter, and Scott Stern. "Clusters, Convergence, and Economic Performance." NBER Working Paper Series, No. 18250, July 2012.
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