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  • All HBS Web  (4,473)
    • People  (1)
    • News  (489)
    • Research  (3,405)
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  • Article

Discussion of Private Predecision Information, Performance Measure Congruity, and the Value of Delegation

By: S. Datar
Keywords: Decision Making; Information; Performance; Measurement and Metrics; Value
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Datar, S. "Discussion of Private Predecision Information, Performance Measure Congruity, and the Value of Delegation." Contemporary Accounting Research 17, no. 4 (Winter 2000).
  • December 2016 (Revised May 2018)
  • Module Note

Strategy Execution Module 15: Using the Levers of Control to Implement Strategy

By: Robert Simons
This module reading pulls together key concepts and techniques from the Strategy Execution series into an integrated model—the levers of control. The four levers are: (1) belief systems, (2) boundary systems, (3) diagnostic control systems, and (4) interactive control... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Levers Of Control; Balancing Innovation And Control; Managing Growing Businesses; Turn Around Management; Human Behavior; Organizational Life Cycle; Strategy; Management Systems; Performance; Measurement and Metrics; Management Analysis, Tools, and Techniques; Behavior
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Simons, Robert. "Strategy Execution Module 15: Using the Levers of Control to Implement Strategy." Harvard Business School Module Note 117-115, December 2016. (Revised May 2018.)
  • October 1989 (Revised November 2006)
  • Background Note

Deployment, Focus, and Measuring Effectiveness

By: Frank V. Cespedes
Written for a module in the Marketing Implementation course (second-year MBA elective). Offers a framework for considering relevant factors that affect sales force deployment and criteria for measuring sales effectiveness and the conduct of field marketing efforts. View Details
Keywords: Performance Effectiveness; Sales; Marketing
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Cespedes, Frank V. "Deployment, Focus, and Measuring Effectiveness." Harvard Business School Background Note 590-044, October 1989. (Revised November 2006.)
  • March 2000 (Revised April 2017)
  • Teaching Note

The Cross Country Group: A Piece of the Rock (A) and (B)

By: Robert Simons and Indra A. Reinbergs
Teaching Note for (9-199-044) and (9-100-044). View Details
Keywords: Management Control Systems; Strategy And Execution; Compensation; Performance Measures
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Simons, Robert, and Indra A. Reinbergs. "The Cross Country Group: A Piece of the Rock (A) and (B)." Harvard Business School Teaching Note 100-006, March 2000. (Revised April 2017.)
  • October 2021 (Revised February 2022)
  • Case

Hospital 57357: Aligning Performance Towards a Vision of a Cancer-Free Childhood

By: Susanna Gallani and Youssef Abdel Aal
The case follows the Children Cancer Hospital in Egypt, also known as Hospital 57357, as it goes through the roll-out of a new performance management system, which Dr. Sherif Abouel Naga, founder and CEO of the hospital, had championed. This was a critical juncture as... View Details
Keywords: Healthcare; Performance Management; Performance Incentives; Strategic Alignment; Health Care and Treatment; Nonprofit Organizations; Strategy; Alignment; Performance Evaluation; Mission and Purpose; Change Management; Health Industry; Egypt; Middle East
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Gallani, Susanna, and Youssef Abdel Aal. "Hospital 57357: Aligning Performance Towards a Vision of a Cancer-Free Childhood." Harvard Business School Case 122-041, October 2021. (Revised February 2022.)
  • March 2014
  • Technical Note

Performance and Value Analysis

By: Eric Van den Steen
This note introduces the Performance and Value Analysis (PVA) framework, an integrated framework to analyze strategic performance (i.e., performance corrected for temporary and random effects). This framework (quantitatively) decomposes a firm's performance into 3... View Details
Keywords: Strategic Analysis; Economic Analysis; Sustainable Competitive Advantage; Value Capture; Strategy; Competitive Advantage; Strategic Planning; Competitive Strategy; Competency and Skills; Competition; Value Creation
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Van den Steen, Eric. "Performance and Value Analysis." Harvard Business School Technical Note 714-490, March 2014.
  • 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.
  • 1999
  • Working Paper

Social Enterprise Series No.11 - Strategic Performance Measurement in Non-Profit and Governmental Organizations

By: Robert S. Kaplan
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Kaplan, Robert S. "Social Enterprise Series No.11 - Strategic Performance Measurement in Non-Profit and Governmental Organizations." Harvard Business School Working Paper, No. 99-103, March 1999.
  • December 2016
  • Module Note

Strategy Execution Module 10: Using the Job Design Optimization Tool to Build Effective Organizations

By: Robert Simons
This module reading provides directions for using the online Job Design Optimization Tool (JDOT) which is available free of charge from Harvard Business School Publishing at https://cb.hbsp.harvard.edu/cbmp/resources/marketing/multimedia/JDOT/index.html. This tool can... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Span Of Control; Span Of Accountability; Performance Measurement; Job Design; Organization Design; Strategy; Entrepreneurship
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Simons, Robert. "Strategy Execution Module 10: Using the Job Design Optimization Tool to Build Effective Organizations." Harvard Business School Module Note 117-110, December 2016.
  • February 2014
  • Article

Developing a System to Track Meaningful Outcome Measures in Head and Neck Cancer Treatment

By: Ronald S. Walters, Heidi W. Albright, Randal S. Weber, Thomas W. Feeley, Ehab Y. Hanna, Scott B. Cantor, Carol M. Lewis and Thomas W. Burke
The health care industry, including consumers, providers, and payers of health care, recognize the importance of developing meaningful, patient-centered measures. This article describes our experience using an existing electronic medical record largely based on free... View Details
Keywords: Cancer Treatment; Cancer Care In The U.S.; Outcomes Measurement; Health Care and Treatment; Measurement and Metrics; Health Industry; North and Central America
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Walters, Ronald S., Heidi W. Albright, Randal S. Weber, Thomas W. Feeley, Ehab Y. Hanna, Scott B. Cantor, Carol M. Lewis, and Thomas W. Burke. "Developing a System to Track Meaningful Outcome Measures in Head and Neck Cancer Treatment." Head & Neck 36, no. 2 (February 2014): 226–230. (e-Pub 6/2013. PMID: 23729280.)
  • 06 Feb 2018
  • Working Paper Summaries

Subjectivity in Tournaments: Implicit Rewards and Penalties and Subsequent Performance

Keywords: by Wei Cai and Susanna Gallani; Manufacturing
  • Article

Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I

By: Robert S. Kaplan and David P. Norton
Keywords: Balanced Scorecard; Transformation; Performance; Measurement and Metrics; Strategy; Management
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Kaplan, Robert S., and David P. Norton. "Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I." Accounting Horizons 15, no. 1 (March 2001): 87–104.
  • December 2006 (Revised February 2007)
  • Case

Opportunity International: Measurement and Mission

By: Herman B. Leonard, Marc J. Epstein and Melissa Tritter
After a "first career" in business, HBS graduate Christopher Crane becomes CEO of a worldwide microfinance network. The organization's twin challenges are: 1) developing metrics to give it an accurate picture of its situation and impacts, and 2) generating rapid... View Details
Keywords: Microfinance; Measurement and Metrics; Problems and Challenges; Growth and Development Strategy; Business and Stakeholder Relations; Business Model; Nonprofit Organizations; Philanthropy and Charitable Giving; Financial Services Industry
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Leonard, Herman B., Marc J. Epstein, and Melissa Tritter. "Opportunity International: Measurement and Mission." Harvard Business School Case 307-067, December 2006. (Revised February 2007.)
  • June 2014
  • Supplement

Chung and Dasgupta: Information for Jordan Ramirez

By: Ian Larkin and Karen Huang
The "Promotion Process at Chung and Dasgupta, LLP" set of cases explores the roles of general and firm-specific human capital in employee performance measurement, feedback, and promotion/compensation decisions. In the cases, a leading law firm must decide whether to... View Details
Keywords: Performance Appraisal; Performance Measurement; Employee Feedback; Motivation; Promotions; Human Capital; Performance Evaluation; Management Systems; Compensation and Benefits; Retention; Legal Services Industry; United States; Massachusetts
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Larkin, Ian, and Karen Huang. "Chung and Dasgupta: Information for Jordan Ramirez." Harvard Business School Supplement 914-046, June 2014.
  • 2025
  • Working Paper

Bringing Science to Market: Knowledge Foundations, Inventor-Founders, and Performance

By: Justine Boudou and Maria Roche
In this paper, we examine how a startup’s knowledge foundations—embedded in its core technology—influence its performance in the exit market. Using a dataset of 1,006 biomedicine startups founded between 2005 and 2015, we focus on two key factors: (1) the degree of... View Details
Keywords: Firm Performance; Knowledge Foundations; Exits; Academic Startups; Inventor-founder; Specialized Scientific Knowledge; Competitive Advantage; Value Creation; Research; Information Publishing; Business Startups; Entrepreneurship
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Boudou, Justine, and Maria Roche. "Bringing Science to Market: Knowledge Foundations, Inventor-Founders, and Performance." Harvard Business School Working Paper, No. 24-021, October 2023. (Revised February 2025.)
  • Article

Putting the Brakes on Impact: A Contingency Framework for Measuring Social Performance

By: A. Ebrahim and V. K. Rangan
Keywords: Framework; Performance; Measurement and Metrics
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Ebrahim, A., and V. K. Rangan. "Putting the Brakes on Impact: A Contingency Framework for Measuring Social Performance." Academy of Management Annual Meeting Proceedings (2010). (Included in the 2010 Best Paper Proceedings of the Academy of Management, and also runner-up for the 2010 Carlo Masini Award for Innovative Scholarship from the Public and Nonprofit Division of the Academy of Management.)
  • 2021
  • Working Paper

Technology Differentiation and Firm Performance

By: Sam Arts, Bruno Cassiman and Jianan Hou
Prior work has extensively studied how investing in R&D and building a technology portfolio relate to superior firm performance. However, the value of a firm’s technology portfolio should also be driven by the degree to which it is more unique and technologically... View Details
Keywords: Technology Portfolio; Differentiation; Competitiveness; Organizations; Technology; Performance; United States
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Arts, Sam, Bruno Cassiman, and Jianan Hou. "Technology Differentiation and Firm Performance." Harvard Business School Working Paper, No. 22-040, December 2021.
  • November 2012
  • Case

Ahold versus Tesco—Analyzing Performance

By: Suraj Srinivasan and Penelope Rossano
The case relates to understanding and comparing the performance of two leading retail companies—Ahold and Tesco. The case introduces the tools of Dupont and Modified Dupont Decomposition. While performance as measured by return on equity has been similar for the two... View Details
Keywords: Performance Evaluation; Retail Industry
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Srinivasan, Suraj, and Penelope Rossano. "Ahold versus Tesco—Analyzing Performance." Harvard Business School Case 113-040, November 2012.
  • Article

Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II

By: Robert S. Kaplan and David P. Norton
Keywords: Balanced Scorecard; Transformation; Performance; Measurement and Metrics; Strategy; Management
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Kaplan, Robert S., and David P. Norton. "Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II." Accounting Horizons 15, no. 2 (June 2001).
  • February 2022 (Revised January 2023)
  • Case

Creating and Measuring Purpose at Viega

By: Ethan Rouen, Suraj Srinivasan and James Barnett
At its headquarters in Attendorn, Germany, Viega’s chairwoman Anna Viegener gathered the company’s leadership team to discuss their progress on formalizing purpose-driven leadership as a strategic driver within the organization. Viega manufactured and distributed... View Details
Keywords: Growth and Development; Employee Relationship Management; Leadership; Mission and Purpose; Expansion; Measurement and Metrics; Germany
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Rouen, Ethan, Suraj Srinivasan, and James Barnett. "Creating and Measuring Purpose at Viega." Harvard Business School Case 122-028, February 2022. (Revised January 2023.)
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