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  • All HBS Web  (4,480)
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  • 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.)
  • January 2023
  • Case

Year Up: Measuring and Scaling Impact

By: Natalia Rigol, Benjamin N. Roth, Brian Trelstad and Sarah Mehta
Year Up, a non-profit that provides training and practical work experience to low-income young people, has for years prioritized impact measurement. By 2022, it had built a robust body of evidence demonstrating that its program yields higher earnings for participants.... View Details
Keywords: Demographics; Education; Jobs and Positions; Measurement and Metrics; Performance; Research; Social Enterprise; Growth Management; Education Industry; United States; Massachusetts; Boston
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Rigol, Natalia, Benjamin N. Roth, Brian Trelstad, and Sarah Mehta. "Year Up: Measuring and Scaling Impact." Harvard Business School Case 823-004, January 2023.
  • 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).
  • 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.
  • March 2019 (Revised April 2019)
  • Case

Measuring Impact at JUST Capital

By: Ethan C. Rouen and Charles C.Y. Wang
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: Corporate Social Responsibility and Impact; Social Issues; Performance Evaluation
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Rouen, Ethan C., and Charles C.Y. Wang. "Measuring Impact at JUST Capital." Harvard Business School Case 119-092, March 2019. (Revised April 2019.)
  • 2010
  • Working Paper

Investment Taxation and Portfolio Performance

By: Daniel B. Bergstresser and Jeffrey Pontiff
Taxes have a first-order impact on portfolio returns. Most research mistakenly assumes that portfolios command similar tax burdens, or that tax burdens are proportional to dividend yields. Portfolio strategies differ in the pace of capital gains realization. We use the... View Details
Keywords: Financial Strategy; Investment Return; Investment Portfolio; Taxation; Performance Evaluation
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Bergstresser, Daniel B., and Jeffrey Pontiff. "Investment Taxation and Portfolio Performance." Harvard Business School Working Paper, No. 10-084, March 2010.
  • June 2014
  • Supplement

Chung and Dasgupta: Supplemental Information on Jordan Ramirez and Casey Clark

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: Supplemental Information on Jordan Ramirez and Casey Clark." Harvard Business School Supplement 914-045, June 2014.
  • September 1989
  • Background Note

Performance Curves: Costs, Prices, and Value

By: Robert J. Dolan and Benson P. Shapiro
Explains the concept of a family of performance curves. The most well known is the price/performance curve relating the prices of items in a product line to their performance. Also discusses the cost/performance curve and its impact on product positioning, product line... View Details
Keywords: Cost vs Benefits; Price; Product Positioning; Performance; Competition; Value
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Dolan, Robert J., and Benson P. Shapiro. "Performance Curves: Costs, Prices, and Value." Harvard Business School Background Note 590-010, September 1989.
  • 16 Apr 2001
  • Research & Ideas

Strategy and the Internet

approach to competition becomes a self-fulfilling prophecy. Without a distinctive strategic direction, speed and flexibility lead nowhere. Either no unique competitive advantages are created, or improvements are generic View Details
Keywords: by Michael E. Porter
  • Article

Why Grit Requires Perseverance and Passion to Positively Predict Performance

By: Jon M. Jachimowicz, Andreas Wihler, Erica R. Bailey and Adam D. Galinsky
Prior studies linking grit—defined as perseverance and passion for long-term goals—to performance are beset by contradictory evidence. As a result, commentators have increasingly declared that grit has limited effects. We propose that this inconsistent evidence has... View Details
Keywords: Grit; Perseverance; Passion; Motivation; Personal Characteristics; Emotions; Performance; Motivation and Incentives
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Jachimowicz, Jon M., Andreas Wihler, Erica R. Bailey, and Adam D. Galinsky. "Why Grit Requires Perseverance and Passion to Positively Predict Performance." Proceedings of the National Academy of Sciences 115, no. 40 (October 2, 2018): 9980–9985.
  • March 2012 (Revised April 2013)
  • Case

Schön Klinik: Eating Disorder Care

By: Michael E. Porter, Emma Stanton, Jessica A. Hohman and Caleb Stowell
The Schön Klinik is a private, for-profit German hospital group trying to establish itself as a premium health care provider in a competitive German market. The case details Schön Klinik's founding, its early focus on measurement and improvement, and the design and... View Details
Keywords: Health Care Quality; Outcomes; Quality Improvement; Strategy And Performance Measurement; Integration; Measurement and Metrics; Competition; Health Disorders; Health Care and Treatment; Outcome or Result; Performance Evaluation; Business Processes; Health Industry; Germany
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Porter, Michael E., Emma Stanton, Jessica A. Hohman, and Caleb Stowell. "Schön Klinik: Eating Disorder Care." Harvard Business School Case 712-475, March 2012. (Revised April 2013.)
  • June 2024
  • Article

Going Digital: Implications for Firm Value and Performance

By: Wilbur Chen and Suraj Srinivasan
We examine firm value and performance implications of the growing trend of non-technology companies engaging in digital transformation. We measure digital activities in firms based on the disclosure of digital words in the business description section of 10-Ks. Digital... View Details
Keywords: Digital Technologies; Valuation; Return Predictability; Financial Statement Analysis; Performance; Value; Information Technology
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Chen, Wilbur, and Suraj Srinivasan. "Going Digital: Implications for Firm Value and Performance." Review of Accounting Studies 29, no. 2 (June 2024): 1619–1665.
  • July 2008 (Revised December 2009)
  • Case

Infosys' Relationship Scorecard: Measuring Transformational Partnerships

By: Francisco de Asis Martinez-Jerez, Robert S. Kaplan and Katherine Miller
This case analyzes Infosys' innovative approach to measuring performance in client relations. Infosys' strategy is evolving to build transformational partnerships from its original position as an outsourcer of end-to-end IT projects. A transformational partner helps... View Details
Keywords: Partners and Partnerships; Performance Evaluation; Attorney and Client Relationships; Job Cuts and Outsourcing; Balanced Scorecard; Competitive Strategy; Commercialization; Competitive Advantage; Economic Growth; Growth and Development Strategy; Consulting Industry; Information Technology Industry; India
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Martinez-Jerez, Francisco de Asis, Robert S. Kaplan, and Katherine Miller. "Infosys' Relationship Scorecard: Measuring Transformational Partnerships." Harvard Business School Case 109-006, July 2008. (Revised December 2009.)
  • Research Summary

Performance Management Systems

By: Robert S. Kaplan
Kaplan's research on performance management systems includes further applications of strategy maps and The Balanced Scorecard for effective strategy execution. His recent research... View Details
  • 2015
  • Article

Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24

By: Dennis Campbell, Srikant M. Datar, Susan L. Kulp and V.G. Narayanan
We analyze balanced scorecard data from a convenience store chain, Store24, during the implementation of an innovative, but ultimately unsuccessful, strategy. Quarterly strategic reviews, based in part on the firm's balanced scorecard, led executives at Store24 to... View Details
Keywords: Balanced Scorecard; Business Strategy; Retail Industry
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Campbell, Dennis, Srikant M. Datar, Susan L. Kulp, and V.G. Narayanan. "Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24." Journal of Management Accounting Research 27, no. 2 (2015): 39–65.
  • 2019
  • Editorial

Yes, Sustainability Can Be a Strategy

By: Ioannis Ioannou and George Serafeim
Keywords: Sustainability; Sustainability Management; Sustainability Standards; Strategy; Business Strategy; Competitive Advantage; Corporate Performance; CSR; Environmental Sustainability
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Ioannou, Ioannis, and George Serafeim. "Yes, Sustainability Can Be a Strategy." Harvard Business Review (website) (February 11, 2019).
  • January 1994 (Revised March 2000)
  • Background Note

Notes on Reliability and Attitude Measurement

By: Alvin J. Silk
Keywords: Attitudes; Performance Consistency
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Silk, Alvin J. "Notes on Reliability and Attitude Measurement." Harvard Business School Background Note 594-087, January 1994. (Revised March 2000.)
  • June 2014
  • Case

The Promotion Process at Chung and Dasgupta, LLP

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
Citation
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Larkin, Ian, and Karen Huang. "The Promotion Process at Chung and Dasgupta, LLP." Harvard Business School Case 914-044, June 2014.
  • November 2016 (Revised December 2016)
  • Module Note

Strategy Execution Module 14: Managing Strategic Risk

By: Robert Simons
This module reading provides an overview of the business conduct boundaries, strategic boundaries, and internal control systems used to manage risk. Boundary systems—linked to clear, enforceable sanctions—are essential whenever demanding performance goals are set and... View Details
Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Boundary Systems; Innovation; Internal Controls; Fraud; Human Behavior; Staff Experts; Strategy; Risk Management; Behavior; Governance Controls; Management Practices and Processes; Boundaries; Employees; Business Strategy; Innovation and Invention
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Simons, Robert. "Strategy Execution Module 14: Managing Strategic Risk." Harvard Business School Module Note 117-114, November 2016. (Revised December 2016.)
  • Article

Diversity and Team Performance in a Kenyan Organization

By: Benjamin Marx, Vincent Pons and Tavneet Suri
We present the results from a field experiment on team diversity. Individuals working as door-to-door canvassers for a non-profit organization were randomly assigned a teammate, a supervisor, and a list of individuals to canvass. This created random variation within... View Details
Keywords: Ethnic Diversity; Organizational Behavior; Labor Management; Groups and Teams; Diversity; Performance
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Marx, Benjamin, Vincent Pons, and Tavneet Suri. "Diversity and Team Performance in a Kenyan Organization." Art. 104332. Journal of Public Economics 197 (May 2021).
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