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      • Faculty Publications  (490)

      Strategic PlanningRemove Strategic Planning →

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      • October 2020
      • Case

      Genomics in the Family Office

      By: Lauren Cohen, Ronnie Stangler and Spencer C. N. Hagist
      Alice Anane is the member of a large, wealthy family that collectively operates a multi-pronged family business in Israel. Upon discovering partway into her pregnancy that the rapidly degenerative brain disease her father succumbed to now threatens her and potentially... View Details
      Keywords: Family Business; Health Disorders; Strategic Planning; Corporate Governance
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      Cohen, Lauren, Ronnie Stangler, and Spencer C. N. Hagist. "Genomics in the Family Office." Harvard Business School Case 221-035, October 2020.
      • September 2020 (Revised September 2021)
      • Case

      Student Success at Georgia State University (A)

      By: Michael W. Toffel, Robin Mendelson and Julia Kelley
      Georgia State University had developed a reputation for driving student success by nearly doubling its graduation rate for students of all racial, ethnic, and socioeconomic backgrounds. It did so while growing its student body and the proportion of Black/African... View Details
      Keywords: Education; Higher Education; Learning; Curriculum and Courses; Demographics; Diversity; Ethnicity; Income; Race; Leadership; Goals and Objectives; Measurement and Metrics; Operations; Organizations; Mission and Purpose; Organizational Culture; Outcome or Result; Performance; Performance Effectiveness; Performance Evaluation; Service Operations; Performance Improvement; Planning; Strategic Planning; Social Enterprise; Nonprofit Organizations; Social Issues; Wealth and Poverty; Equality and Inequality; Information Technology; Digital Platforms; Education Industry; Atlanta
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      Toffel, Michael W., Robin Mendelson, and Julia Kelley. "Student Success at Georgia State University (A)." Harvard Business School Case 621-006, September 2020. (Revised September 2021.)
      • September 2020 (Revised September 2021)
      • Supplement

      Student Success at Georgia State University (B)

      By: Michael W. Toffel, Robin Mendelson and Julia Kelley
      This is a supplement to the Student Success at Georgia State University (A) case. The (B) case includes the results of a randomized control trial that Georgia State conducted to test education technology start-up AdmitHub’s chatbot solution as a strategy for improving... View Details
      Keywords: Education; Higher Education; Learning; Curriculum and Courses; Demographics; Diversity; Ethnicity; Income; Race; Values and Beliefs; Leadership; Goals and Objectives; Measurement and Metrics; Operations; Organizations; Mission and Purpose; Organizational Culture; Outcome or Result; Performance; Performance Effectiveness; Performance Evaluation; Performance Improvement; Planning; Strategic Planning; Social Enterprise; Nonprofit Organizations; Social Issues; Wealth and Poverty; Equality and Inequality; Information Technology; Digital Platforms; Education Industry; Atlanta
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      Toffel, Michael W., Robin Mendelson, and Julia Kelley. "Student Success at Georgia State University (B)." Harvard Business School Supplement 621-039, September 2020. (Revised September 2021.)
      • September 2020
      • Teaching Note

      Miami's Tech Future (A): Twenty-first Century Changes and Challenges

      By: Rosabeth Moss Kanter and Joyce J. Kim
      In the decade starting in 2000, a new mayor focused on infrastructure and leadership from a foundation investing in arts and culture helped the Miami region transform and attract younger people to a newly vibrant central city and arts district. In 2011, the Knight... View Details
      Keywords: Change; Leadership; Business and Community Relations; Strategic Planning; Technology Industry; Miami; Florida
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      Kanter, Rosabeth Moss, and Joyce J. Kim. "Miami's Tech Future (A): Twenty-first Century Changes and Challenges." Harvard Business School Teaching Note 321-044, September 2020.
      • August 2020
      • Case

      Ready for Take-Off at Jet It

      By: Gary P. Pisano, Hise Gibson and Nicole Gilmore
      This case examines the business model and growth of a start-up company in the private aviation industry. In June 2020, amidst the COVID crisis, the company's co-founder and CEO must make a decision regarding an order of new jets that will significantly expand the... View Details
      Keywords: Capacity Planning; Business Startups; Business Model; Growth and Development Strategy; Air Transportation Industry
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      Pisano, Gary P., Hise Gibson, and Nicole Gilmore. "Ready for Take-Off at Jet It." Harvard Business School Case 621-036, August 2020.
      • July 2020
      • Case

      Amanda and Kristen: Mented Cosmetics

      By: Steven Rogers, Jeffrey J. Bussgang and Alterrell Mills
      The co-founders (Black HBS alumnae) of an e-commerce beauty startup explore the unmet needs within the beauty industry. This case study examines the entrepreneurial opportunities that come from identifying an underserved market, specifically within the Black community... View Details
      Keywords: Brands and Branding; Competition; Customers; Disruption; Disruptive Innovation; Distribution Channels; Entrepreneurship; Finance; Macroeconomics; Marketing; Marketing Channels; Marketing Communications; Marketing Strategy; Mission and Purpose; Organizational Culture; Product Design; Product Development; Product Positioning; Sales; Social Issues; Social Marketing; Business Startups; Strategic Planning; Strategy; Supply Chain Management; Venture Capital; Beauty and Cosmetics Industry; Advertising Industry; Public Relations Industry; Chemical Industry; Manufacturing Industry; Retail Industry; North and Central America; United States; New York (city, NY); New York (state, US)
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      Rogers, Steven, Jeffrey J. Bussgang, and Alterrell Mills. "Amanda and Kristen: Mented Cosmetics." Harvard Business School Case 321-002, July 2020.
      • June 2020 (Revised July 2023)
      • Case

      Time Out: The Evolution from Media to Markets

      By: Kate Barasz and Eva Ascarza
      In February 2020, Time Out’s chief executive officer Julio Bruno is evaluating the strategic direction of the company. Over the span of five decades, Time Out — the global media and entertainment brand — had gone from a self-published counterculture publication in... View Details
      Keywords: Branding; Media Businesses; Hospitality; Hospitality Industry; Digital; Brands and Branding; Media; Marketing; Marketing Strategy; Organizational Change and Adaptation; Strategy; Media and Broadcasting Industry; Food and Beverage Industry; United Kingdom; United States
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      Barasz, Kate, and Eva Ascarza. "Time Out: The Evolution from Media to Markets." Harvard Business School Case 520-128, June 2020. (Revised July 2023.)
      • Article

      Predictions, Prophets, and Restarting Your Business

      By: Frank V. Cespedes
      The first task of crisis management is a reasonably accurate view of the current situation and how it might evolve. There are many predictions about so-called “new normal” as a result of the semi-enforced social distancing necessitated by the coronavirus. But most are... View Details
      Keywords: Health Pandemics; Crisis Management; Strategic Planning
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      Cespedes, Frank V. "Predictions, Prophets, and Restarting Your Business." Harvard Business School Working Knowledge (May 4, 2020).
      • April 2020
      • Teaching Plan

      Malcolm Turner at Vanderbilt

      By: David G. Fubini, Amy Klopfenstein and James Barnett
      This teaching plan serves as a supplement to the case “Malcolm Turner at Vanderbilt,” HBS 420-024. The case examines the early decisions of Vanderbilt University’s new athletic director, Malcolm Turner. A newcomer to college athletics, Turner made a series of... View Details
      Keywords: Organizations; Organizational Change and Adaptation; Organizational Culture; Sports; Planning; Strategic Planning; Education; Higher Education; Leadership; Leadership Style; Leading Change; Education Industry; Sports Industry; Tennessee
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      Fubini, David G., Amy Klopfenstein, and James Barnett. "Malcolm Turner at Vanderbilt." Harvard Business School Teaching Plan 420-081, April 2020.
      • April 2020 (Revised May 2020)
      • Case

      NTT DOCOMO's Race to 5G

      By: Juan Alcácer, Horst Melcher and Akiko Kanno
      The case, based on extensive interviews with NTT DOCOMO’s technology leaders, focuses on the opportunities and challenges that NTT DOCOMO faces with the launch of infrastructure and services for 5G wireless telecommunication technology. With higher data rates and... View Details
      Keywords: 5G; Mobile and Wireless Technology; Product Launch; Strategic Planning; Decision Making; Strategy; Telecommunications Industry; Technology Industry
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      Alcácer, Juan, Horst Melcher, and Akiko Kanno. "NTT DOCOMO's Race to 5G." Harvard Business School Case 720-413, April 2020. (Revised May 2020.)
      • April 2020
      • Case

      Apple Inc. in 2020

      By: David B. Yoffie and Daniel Fisher
      After a decade as CEO, Tim Cook is facing one of his biggest strategic transitions of his tenure. While Apple had performed spectacularly well under Cook, Apple's core business was maturing. Sales of iPhones, iPads, and Macs were flat or down. However, Apple's new... View Details
      Keywords: Innovation; Market Positioning; Marketing Implementation; Planning; Products; Strategic Positioning; Strategy; Information Technology; Competitive Strategy; Technological Innovation; Competitive Advantage; Product Positioning; Communication; Competition; Leadership; Strategic Planning; Computer Industry; Telecommunications Industry; Technology Industry
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      Yoffie, David B., and Daniel Fisher. "Apple Inc. in 2020." Harvard Business School Case 720-454, April 2020.
      • April 2020 (Revised January 2021)
      • Module Note

      Crafting Strategy

      By: Ramon Casadesus-Masanell, Ashish Nanda and Jan Rivkin
      This note provides an introduction to crafting strategy following an options-led approach. It provides an overview of scenario planning, and it prepares students to describe firm strategy with succinct strategy statements. The note also briefly outlines other... View Details
      Keywords: Strategy Formulation; Options; Scenario Planning; Scenarios; Strategy Definition; Strategy; Strategic Planning
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      Casadesus-Masanell, Ramon, Ashish Nanda, and Jan Rivkin. "Crafting Strategy." Harvard Business School Module Note 720-407, April 2020. (Revised January 2021.)
      • March 2020 (Revised July 2022)
      • Case

      Levi Strauss (A): A Pioneer Lost in the Wilderness

      By: Joshua Margolis, Ashish Nanda, Margaret Cross, Imran Manji and Bismah Rahmat
      In 2011, newly appointed CEO Chip Bergh needed to urgently turn around the iconic but floundering denim apparel firm, Levi Strauss & Co. (LS&Co.) Famous for its blue jeans, LS&Co. had suffered a decline in revenue of 29% from $6.8 billion in 1997 to $4.8 billion in... View Details
      Keywords: Turnarounds; Transformation; Strategy; Decision Choices and Conditions; Decision Making; Strategic Planning; Brands and Branding; Product Positioning; Product Marketing; Apparel and Accessories Industry
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      Margolis, Joshua, Ashish Nanda, Margaret Cross, Imran Manji, and Bismah Rahmat. "Levi Strauss (A): A Pioneer Lost in the Wilderness." Harvard Business School Case 720-405, March 2020. (Revised July 2022.)
      • March 2020
      • Case

      Minneapolis Star Tribune

      By: Joseph L. Bower, Elizabeth Hansen and Michael Norris
      In the summer of 2019, Mike Klingensmith, CEO of the Minneapolis Star Tribune, the Twin Cities metro region’s largest newspaper, reviewed subscription trends and plans for future experimentation. The newspaper industry across the U.S. had suffered a steep decline for... View Details
      Keywords: Financial Performance; Industry Evolution; Business Earnings; Organizational Change and Adaptation; Strategic Planning; Journalism and News Industry; Minnesota
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      Bower, Joseph L., Elizabeth Hansen, and Michael Norris. "Minneapolis Star Tribune." Harvard Business School Case 920-302, March 2020.
      • February 2020
      • Case

      Leading Change in Talent at L'Oréal

      By: Lakshmi Ramarajan, Vincent Dessain and Emer Moloney
      Jean-Claude Le Grand just stepped into a new role as Executive Vice-President for Human Resources at the global cosmetics company, L’Oréal. He is now responsible for the hiring, development, promotion, and retention of 83,000 employees worldwide. The highly successful... View Details
      Keywords: Advertising; Business Headquarters; Business Divisions; Business Organization; Change; Change Management; Transformation; Competency and Skills; Experience and Expertise; Talent and Talent Management; Demographics; Diversity; Gender; Nationality; Multinational Firms and Management; Human Resources; Employees; Recruitment; Retention; Selection and Staffing; Innovation and Management; Jobs and Positions; Employment; Human Capital; Leadership; Leadership Development; Leadership Style; Leading Change; Management Practices and Processes; Marketing; Brands and Branding; Product Marketing; Organizations; Organizational Change and Adaptation; Organizational Structure; Personal Development and Career; Planning; Strategic Planning; Problems and Challenges; Networks; Social Psychology; Attitudes; Power and Influence; Social and Collaborative Networks; Business Strategy; Advertising Industry; Beauty and Cosmetics Industry; Consumer Products Industry; France; Paris
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      Ramarajan, Lakshmi, Vincent Dessain, and Emer Moloney. "Leading Change in Talent at L'Oréal." Harvard Business School Case 420-106, February 2020.
      • February 2020 (Revised August 2020)
      • Case

      San Francisco Ballet: On 'Pointe' for the Future

      By: Rohit Deshpandé and Nicole Tempest Keller
      The SF Ballet was regarded as one of the top ballet companies in the world. It had an enviable earned revenue percentage of almost 50% and had an internationally recognized ballet school. However, by 2019 the Ballet faced a number of challenges. Ballet was a European... View Details
      Keywords: Arts; Business and Stakeholder Relations; Demographics; Organizational Change and Adaptation; Strategic Planning; Social Enterprise; Cultural Entrepreneurship; United States; San Francisco
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      Deshpandé, Rohit, and Nicole Tempest Keller. "San Francisco Ballet: On 'Pointe' for the Future." Harvard Business School Case 520-054, February 2020. (Revised August 2020.)
      • February 2020
      • Technical Note

      Talent Management and the Future of Work

      By: William R. Kerr and Gorick Ng
      The nature of work is changing—and it is changing rapidly. Few days go by without industry giants such as Amazon and AT&T announcing plans to invest billions of dollars towards retraining nearly half of their respective workforces for jobs of the future. What changes... View Details
      Keywords: Human Resource Management; Human Capital Development; Human Resource Practices; Talent; Talent Acquisition; Talent Development; Talent Development And Retention; Talent Management; Talent Retention; Labor Flows; Labor Management; Labor Market; Strategy Development; Strategy Management; Strategy Execution; Strategy And Execution; Strategic Change; Transformations; Organization; Organization Alignment; Organization Design; Organizational Adaptation; Organizational Effectiveness; Management Challenges; Management Of Business And Political Risk; Change Leadership; Future Of Work; Future; Skills Gap; Skills Development; Skills; Offshoring And Outsourcing; Investment; Capital Allocation; Work; Work Culture; Work Force Management; Work/life Balance; Work/family Balance; Work-family Boundary Management; Workers; Worker Productivity; Worker Performance; Work Engagement; Work Environment; Work Environments; Productivity; Organization Culture; Soft Skills; Technology Management; Technological Change; Technological Change: Choices And Consequences; Technology Diffusion; Disruptive Technology; Global Business; Global; Workplace; Workplace Context; Workplace Culture; Workplace Wellness; Collaboration; Competencies; Productivity Gains; Digital; Digital Transition; Competitive Dynamics; Competitiveness; Competitive Strategy; Data Analytics; Data; Data Management; Data Strategy; Data Protection; Aging Society; Diversity; Diversity Management; Millennials; Communication Complexity; Communication Technologies; International Business; Work Sharing; Global Competitiveness; Global Corporate Cultures; Intellectual Property; Intellectual Property Management; Intellectual Property Protection; Intellectual Capital And Property Issues; Globalization Of Supply Chain; Inequality; Recruiting; Hiring; Hiring Of Employees; Training; Job Cuts And Outsourcing; Job Performance; Job Search; Job Design; Job Satisfaction; Jobs; Employee Engagement; Employee Attitude; Employee Benefits; Employee Compensation; Employee Fairness; Employee Relationship Management; Employee Retention; Employee Selection; Employee Motivation; Employee Feedback; Employee Coordination; Employee Performance Management; Employee Socialization; Process Improvement; Application Performance Management; Stigma; Institutional Change; Candidates; Digital Enterprise; Cultural Adaptation; Cultural Change; Cultural Diversity; Cultural Context; Cultural Strategies; Cultural Psychology; Cultural Reform; Performance; Performance Effectiveness; Performance Management; Performance Evaluation; Performance Appraisal; Performance Feedback; Performance Measurement; Performance Metrics; Performance Measures; Performance Efficiency; Efficiency; Performance Analysis; Performance Appraisals; Performance Improvement; Automation; Artificial Intelligence; Technology Companies; Managerial Processes; Skilled Migration; Assessment; Human Resources; Management; Human Capital; Talent and Talent Management; Retention; Demographics; Labor; Strategy; Change; Change Management; Transformation; Organizational Change and Adaptation; Organizational Culture; Working Conditions; Information Technology; Technology Adoption; Disruption; Economy; Competition; Globalization; AI and Machine Learning; Digital Transformation
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      Kerr, William R., and Gorick Ng. "Talent Management and the Future of Work." Harvard Business School Technical Note 820-084, February 2020.
      • February 2020
      • Case

      Halftime for Heidelberg

      By: Debora L. Spar
      The case follows President Rob Huntington as he seeks to find a viable way forward for Heidelberg University. Located in Tiffin, Ohio, Heidelberg is a small, private, four-year university. As with many similar institutions of higher education, it currently faces a... View Details
      Keywords: University; University Administration; University Endowment; Endowments; Brand Management; Higher Education; Strategic Planning; Brands and Branding; Education Industry; Ohio
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      Spar, Debora L. "Halftime for Heidelberg." Harvard Business School Case 720-021, February 2020.
      • January 2020
      • Case

      Khan Academy 2018 (Abridged)

      By: William A. Sahlman and Nicole Tempest Keller
      Founded in 2008, Khan Academy was a global educational nonprofit with a mission to provide a free, world-class education for anyone anywhere in the world. By 2018, the organization had expanded into numerous content areas, product areas, and geographic markets.... View Details
      Keywords: Entrepreneur; Sustainability; Scaling; Social Entrepreneurship; Nonprofit Organizations; Education; Entrepreneurship; Strategy; Teaching; Education Industry
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      Sahlman, William A., and Nicole Tempest Keller. "Khan Academy 2018 (Abridged)." Harvard Business School Case 820-086, January 2020.
      • January 2020
      • Case

      Sunset Limited or Full Speed Ahead? Amtrak Talks to Congress

      By: John D. Macomber
      Richard Anderson took the helm of Amtrak in 2017 after leading a successful turnaround at Delta Airlines. Amtrak is a US state owned enterprise with about $3.5 bn in annual revenue (and a large operating loss) that is responsible for substantial segments of passenger... View Details
      Keywords: Railroad; Passenger Transportation; Urbanization; Cities; U.S. Congress; Infrastructure; Transition; Transportation; Rail Transportation; Climate Change; Urban Scope; Strategic Planning; Business and Government Relations; Rail Industry; United States
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      Macomber, John D. "Sunset Limited or Full Speed Ahead? Amtrak Talks to Congress." Harvard Business School Case 220-052, January 2020.
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