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      Strategy And Performance MeasurementRemove Strategy And Performance Measurement →

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      • November 1998
      • Case

      Wegmans Food Markets: Diabetes Counseling

      By: Ray A. Goldberg, David E. Bell and Ann Leamon
      Danny Wegman, president of Wegmans Food Markets, is trying to decide how to evaluate the success of a nutrition-counseling program for diabetics, and whether and how to expand the program beyond the two stores currently involved. Wegmans, with 57 stores and $2.3... View Details
      Keywords: Performance Evaluation; Expansion; Programs; Human Needs; Financial Management; Health Care and Treatment; Nutrition; Consumer Behavior; Food and Beverage Industry; Food and Beverage Industry
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      Goldberg, Ray A., David E. Bell, and Ann Leamon. "Wegmans Food Markets: Diabetes Counseling." Harvard Business School Case 599-057, November 1998.
      • October 1998 (Revised December 1999)
      • Case

      Lockheed Martin IMS: Making a Contribution and a Profit

      By: Rosabeth M. Kanter and Courtney Purrington
      Examines Lockheed Martin's attempt to move from its traditional reliance on defense/aerospace contracts into providing outsourced government services in the social sector. The protagonist reflects on the past 24 years of rapid growth in the company and the myriad... View Details
      Keywords: Social Enterprise; Partners and Partnerships; Diversification; Performance Effectiveness; Job Cuts and Outsourcing; Welfare; Private Ownership; Public Ownership; Privatization; Strategic Planning; United States
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      Kanter, Rosabeth M., and Courtney Purrington. "Lockheed Martin IMS: Making a Contribution and a Profit." Harvard Business School Case 399-018, October 1998. (Revised December 1999.)
      • September 1998
      • Case

      Vanguard Group, Inc. (1998), The

      By: Andre F. Perold
      Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of... View Details
      Keywords: Asset Management; Cost Management; Investment Funds; Product; Service Operations; Performance Expectations; Competition; Consolidation; Expansion; Internet; Financial Services Industry
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      Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.
      • August 1998 (Revised December 1998)
      • Case

      Wells Fargo Online Financial Services (B)

      By: Robert S. Kaplan and Nicole Tempest
      Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable... View Details
      Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Banking Industry
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      Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (B)." Harvard Business School Case 199-019, August 1998. (Revised December 1998.)
      • July 1998 (Revised January 2009)
      • Case

      Display Technologies, Inc. (Abridged)

      By: H. Kent Bowen and Jonathan West
      Display Technologies, Inc. (DTI) is a new joint venture between Toshiba and IBM Japan that is manufacturing the most advanced form of flat panel displays. With success in achieving significant production volumes, DTI has been asked to double its output as quickly as... View Details
      Keywords: Joint Ventures; Decision Choices and Conditions; Leadership Style; Production; Outcome or Result; Performance Capacity; Strategy; Hardware; Electronics Industry; Manufacturing Industry; Japan
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      Bowen, H. Kent, and Jonathan West. "Display Technologies, Inc. (Abridged)." Harvard Business School Case 699-006, July 1998. (Revised January 2009.)
      • June 1998 (Revised August 2001)
      • Case

      Wells Fargo Online Financial Services (A)

      By: Robert S. Kaplan and Nicole Tempest
      Wells Fargo, the industry leader in electronic banking, has implemented a Balanced Scorecard in its online financial services group (OFS) to track and measure performance. The OFS group develops and supports services that allow existing and future banking customers to... View Details
      Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Banking Industry; Financial Services Industry
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      Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (A)." Harvard Business School Case 198-146, June 1998. (Revised August 2001.)
      • 1998
      • Book

      Competitive Advantage: Creating and Sustaining Superior Performance

      By: Michael E. Porter
      Keywords: Competitive Advantage; Performance Consistency
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      Porter, Michael E. Competitive Advantage: Creating and Sustaining Superior Performance. [2nd ed.] New York: Free Press, 1998.
      • May 1998 (Revised February 2007)
      • Background Note

      Measuring Mutual Fund Performance

      By: Andre F. Perold and Markus Mullarkey
      Examines various approaches to measuring mutual fund performance. The approaches include the use of risk exposure and the Sharpe Ratio, as well as the Morningstar star system for rating mutual funds. Applies the approaches to a variety of mutual funds to demonstrate... View Details
      Keywords: Investment Funds; Performance
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      Perold, Andre F., and Markus Mullarkey. "Measuring Mutual Fund Performance." Harvard Business School Background Note 298-139, May 1998. (Revised February 2007.)
      • May 1998 (Revised February 2007)
      • Case

      Morningstar, Inc.

      By: Andre F. Perold and Markus Mullarkey
      Morningstar, Inc., a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund... View Details
      Keywords: Investment Funds; Asset Management; Revenue; Financial Strategy; Publishing Industry; Financial Services Industry; United States
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      Perold, Andre F., and Markus Mullarkey. "Morningstar, Inc." Harvard Business School Case 298-140, May 1998. (Revised February 2007.)
      • May 1998 (Revised October 2001)
      • Case

      Taco Bell Inc. (1983-1994)

      By: Lynda M. Applegate, Leonard A. Schlesinger and Dave DeLong
      Details the actions of John Martin, newly named CEO, as he leads Taco Bell through a decade of incremental and radical changes. By the end of the case, total system sales within Taco Bell, a Mexican style fast-food restaurant chain and a division of PepsiCo, have grown... View Details
      Keywords: Business Subsidiaries; Transformation; Economic Growth; Food; Leadership Style; Growth and Development Strategy; Organizational Design; Performance Effectiveness; Food and Beverage Industry; Food and Beverage Industry; Mexico
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      Applegate, Lynda M., Leonard A. Schlesinger, and Dave DeLong. "Taco Bell Inc. (1983-1994)." Harvard Business School Case 398-129, May 1998. (Revised October 2001.)
      • April 1998 (Revised November 1999)
      • Case

      Hamilton Financial Investments: A Franchise Built on Trust

      By: Robert L. Simons and Antonio Davila
      Provides a vehicle for students to evaluate risk management in the fast-paced mutual funds industry. A new risk manager has been hired to install new management controls and procedures. A series of decisions will determine how much business and franchise risk the... View Details
      Keywords: Risk Management; Management Teams; Managerial Roles; Forecasting and Prediction; Investment Funds; Performance Evaluation; Corporate Strategy; Change Management; Financial Services Industry; Banking Industry
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      Simons, Robert L., and Antonio Davila. "Hamilton Financial Investments: A Franchise Built on Trust." Harvard Business School Case 198-089, April 1998. (Revised November 1999.)
      • January 1998
      • Case

      Connecticut Spring and Stamping Corp. (C)

      By: H. Kent Bowen, Massimo Russo and Steven J. Spear
      Andy Youmans, executive vice president of CSSC, joins a group of U.S. executives on a tour of Japanese factories that practice the TPS. Three of the factories produce products similar to CSSC's, and even though they use similar equipment, they are significantly more... View Details
      Keywords: Managerial Roles; Performance Improvement; System; Organizational Change and Adaptation; Performance Productivity; Training; Quality; Business Ventures; Competency and Skills; Production; Adoption
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      Bowen, H. Kent, Massimo Russo, and Steven J. Spear. "Connecticut Spring and Stamping Corp. (C)." Harvard Business School Case 698-039, January 1998.
      • 1998
      • Article

      Looking Inside the Fishbowl of Creativity: Verbal and Behavioral Predictors of Creative Performance

      By: J. Ruscio, D. M. Whitney and T. M. Amabile
      This study set out to identify specific task behaviors that predict observable product creativity in three domains and to identify which of those behaviors mediate the well-established link between intrinsic motivation and creativity. One-hundred fifty-one... View Details
      Keywords: Creativity; Cognition and Thinking; Behavior
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      Ruscio, J., D. M. Whitney, and T. M. Amabile. "Looking Inside the Fishbowl of Creativity: Verbal and Behavioral Predictors of Creative Performance." Creativity Research Journal 11, no. 3 (1998): 243–263.
      • December 1997
      • Case

      Bluewater Aquaculture

      By: Ray A. Goldberg and Tom Clay
      An entrepreneurial shrimp farm in Belize is evaluating its future growth strategy in every segment of the vertical value-added food chain. View Details
      Keywords: Animal-Based Agribusiness; Entrepreneurship; Growth and Development; Performance Evaluation; Expansion; Vertical Integration; Food and Beverage Industry
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      Goldberg, Ray A., and Tom Clay. "Bluewater Aquaculture." Harvard Business School Case 598-049, December 1997.
      • December 1997 (Revised March 1998)
      • Case

      Mid Ocean Limited: Trading Catastrophe Index Options

      By: Kenneth A. Froot and Markus Mullarkey
      An insurance industry executive must evaluate the potential of a set of newly-offered catastrophe insurance derivatives. The background addresses the roles of traditional reinsurance and securitization efforts in providing risk transfer and risk financing in the "cat"... View Details
      Keywords: Commodity Market; Derivatives; Insurance; Capital Markets; Natural Disasters; Risk Management; Financial Management; Financial Strategy; Performance Evaluation; Insurance Industry; Bermuda
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      Froot, Kenneth A., and Markus Mullarkey. "Mid Ocean Limited: Trading Catastrophe Index Options." Harvard Business School Case 298-073, December 1997. (Revised March 1998.)
      • December 1997
      • Case

      Making the Grade (A)

      By: Robert L. Simons
      Focuses on the dilemma of a young professor at a graduate school of business. He must decide what final grade to give a student who has worked extremely hard, but he is constrained by the school's "forced curve" grading policy. Designed to explore the multiple purposes... View Details
      Keywords: Design; Management Systems; Performance Evaluation; Motivation and Incentives; Education Industry
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      Simons, Robert L. "Making the Grade (A)." Harvard Business School Case 198-083, December 1997.
      • December 1997 (Revised October 1999)
      • Case

      Citibank: Performance Evaluation

      By: Robert L. Simons and Antonio Davila
      Citibank has introduced a new, comprehensive performance-scorecard system. A regional president struggles with a tough decision: how to evaluate an outstanding branch manager who has scored poorly on an important customer satisfaction measure. This case provides a... View Details
      Keywords: Performance Evaluation; Balanced Scorecard; Business Strategy; Customer Satisfaction; Performance Expectations; Decisions; Motivation and Incentives; Quality; Banking Industry
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      Simons, Robert L., and Antonio Davila. "Citibank: Performance Evaluation." Harvard Business School Case 198-048, December 1997. (Revised October 1999.)
      • November 1997 (Revised April 2017)
      • Teaching Note

      Compagnie du Froid, S.A.

      By: Robert Simons, Antonio Dávila, Kathryn Rosenberg and Jennifer Packard
      Teaching Note for (9-197-085). View Details
      Keywords: Management Control Systems; Strategy And Execution; Variance Analysis; Performance Measurement; Food and Beverage Industry; Europe
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      Simons, Robert, Antonio Dávila, Kathryn Rosenberg, and Jennifer Packard. "Compagnie du Froid, S.A." Harvard Business School Teaching Note 198-035, November 1997. (Revised April 2017.)
      • November 1997 (Revised April 2017)
      • Teaching Note

      Purity Steel Corporation, 2012

      By: Robert Simons and Antonio Dávila
      Teaching Note for (9-197-082). View Details
      Keywords: Strategy And Execution; Management Control Systems; Performance Measurement; ROI; Transfer Pricing; Steel Industry
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      Simons, Robert, and Antonio Dávila. "Purity Steel Corporation, 2012." Harvard Business School Teaching Note 198-038, November 1997. (Revised April 2017.)
      • August 1997 (Revised September 2004)
      • Case

      South Africa: Getting in GEAR

      By: Richard H.K. Vietor
      In 1997, Thabo Mbeki is contemplating South Africa's performance since the end of Apartheid in 1994. The economy has done fairly well, but the government's macroeconomic strategy calls for higher growth and employment creation. The case describes the country's history,... View Details
      Keywords: History; Strategy; Development Economics; Social Issues; Macroeconomics; South Africa
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      Vietor, Richard H.K. "South Africa: Getting in GEAR." Harvard Business School Case 798-012, August 1997. (Revised September 2004.)
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