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      • 2009
      • Working Paper

      Don't Just Survive - Thrive: Leading Innovation in Good Times and Bad

      By: Lynda M. Applegate and J. Bruce Harreld
      Battered by contracting markets and frozen credit, many businesses today are fighting for survival. Indeed, the current global financial crisis provides a mandate for restructuring. But survival is not the end goal. In fact, cost cutting and restructuring are simply... View Details
      Keywords: Organizational Change and Adaptation; Risk Management; Leading Change; Innovation and Management; Crisis Management; Growth and Development Strategy
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      Applegate, Lynda M., and J. Bruce Harreld. "Don't Just Survive - Thrive: Leading Innovation in Good Times and Bad." Harvard Business School Working Paper, No. 09-127, April 2009. (Revised May 2009.)
      • 2009
      • Chapter

      Collaboration Across Knowledge Boundaries within Diverse Teams: Reciprocal Expertise Affirmation as an Enabling Condition

      By: Amy C. Edmondson, Kate Roloff and Lucy H. MacPhail
      We review research on expertise diversity, psychological safety, team collaboration, and role identity to propose a model in which reciprocal affirmations of expertise identity among team members—a feature of the team environment that we conceptualize as a dimension of... View Details
      Keywords: Interpersonal Communication; Experience and Expertise; Learning; Knowledge Use and Leverage; Groups and Teams; Familiarity; Identity; Cooperation
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      Edmondson, Amy C., Kate Roloff, and Lucy H. MacPhail. "Collaboration Across Knowledge Boundaries within Diverse Teams: Reciprocal Expertise Affirmation as an Enabling Condition." In Exploring Positive Identities and Organizations: Building a Theoretical and Research Foundation, edited by Laura M. Roberts and Jane E. Dutton, 311–332. Psychology Press, 2009.
      • 2009
      • Chapter

      Evaluating the Impact of SA8000 Certification

      By: Michael J. Hiscox, Claire Schwartz and Michael W. Toffel
      SA 8000, along with other types of certification standards and corporate codes of conduct, represents a new form of private governance of working conditions, initiated and implemented by companies, labor unions, and non-governmental activist groups. Whether these codes... View Details
      Keywords: Corporate Governance; Working Conditions; Standards; Performance Evaluation
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      Hiscox, Michael J., Claire Schwartz, and Michael W. Toffel. "Evaluating the Impact of SA8000 Certification." In Social Accountability 8000: The First Decade -- Implementation, Influence, and Impact, edited by Deborah Leipziger. Greenleaf Publishing, 2009.
      • April 2009 (Revised July 2009)
      • Module Note

      Delivering Personally on Responsibility

      By: Joshua D. Margolis
      How can individuals equip themselves to exercise leadership in the face of moral adversity? This six-session module aims to prepare students to meet moral responsibility when it is simultaneously most essential and most difficult. Moral adversity refers to situations... View Details
      Keywords: Ethics; Leadership; Moral Sensibility; Leadership Development
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      Margolis, Joshua D. "Delivering Personally on Responsibility." Harvard Business School Module Note 409-093, April 2009. (Revised July 2009.)
      • April 2009 (Revised November 2018)
      • Case

      Sanctuary Soft: International Expansion Strategies

      By: Boris Groysberg, Geoff Marietta, Tim Marshall and Adam Hartley
      Sanctuary Soft CEO Elizabeth Smalley faced increasing pressure from her primary investor to expand operations internationally. If successful, the expansion could enlarge Sanctuary’s customer base and enable the firm to better serve existing clients’ overseas offices.... View Details
      Keywords: Global Strategy; Governing Rules, Regulations, and Reforms; Labor; Laws and Statutes; Market Entry and Exit; Information Technology Industry; Technology Industry; Web Services Industry; Banking Industry; China; India; Germany; United Kingdom; United States
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      Groysberg, Boris, Geoff Marietta, Tim Marshall, and Adam Hartley. "Sanctuary Soft: International Expansion Strategies." Harvard Business School Case 409-104, April 2009. (Revised November 2018.)
      • April 2009
      • Teaching Note

      First National Bank's Golden Opportunity (TN)

      By: Shawn A. Cole
      Teaching Note for [208072]. View Details
      Keywords: Saving; Product; Interest Rates; Personal Finance; Cost vs Benefits; Risk and Uncertainty; Investment; Problems and Challenges; Demand and Consumers; Product Launch; Banks and Banking; Banking Industry; South Africa
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      Cole, Shawn A. "First National Bank's Golden Opportunity (TN)." Harvard Business School Teaching Note 209-123, April 2009.
      • April 2009
      • Teaching Note

      Satelite Distribuidora de Petroleo (TN)

      By: Lynda M. Applegate and Andrea Minardi
      Teaching Note for [808062]. View Details
      Keywords: Natural Environment; Opportunities; Private Equity; Financing and Loans; Business Model; Energy Industry; Brazil
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      Applegate, Lynda M., and Andrea Minardi. "Satelite Distribuidora de Petroleo (TN)." Harvard Business School Teaching Note 809-125, April 2009.
      • 2009
      • Working Paper

      Do Friends Influence Purchases in a Social Network?

      By: Raghuram Iyengar, Sangman Han and Sunil Gupta

      Social networks, such as Facebook and Myspace have witnessed a rapid growth in their membership. Some of these businesses have tried an advertising-based model with very limited success. However, these businesses have not fully explored the power of their members to... View Details

      Keywords: Marketing; Network Effects; Sales; Power and Influence; Social and Collaborative Networks; Web Sites; South Korea
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      Iyengar, Raghuram, Sangman Han, and Sunil Gupta. "Do Friends Influence Purchases in a Social Network?" Harvard Business School Working Paper, No. 09-123, April 2009.
      • April 2009
      • Teaching Note

      TravelCenters of America (TN)

      By: Robin Greenwood and Daniel Jacob Goldberg
      Teaching Note for [209030]. View Details
      Keywords: Investment Funds; Valuation; Opportunities; Business Organization; Real Estate Industry; New York (state, US)
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      Greenwood, Robin, and Daniel Jacob Goldberg. "TravelCenters of America (TN)." Harvard Business School Teaching Note 209-049, April 2009.
      • March 2009
      • Teaching Note

      Dogus Group: Weighing Partners for Garanti Bank (TN)

      By: Tarun Khanna and Krishna G. Palepu
      Teaching Note for [709401]. View Details
      Keywords: Opportunities; Partners and Partnerships; Bids and Bidding; Financial Institutions; Financial Services Industry; Construction Industry
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      Khanna, Tarun, and Krishna G. Palepu. "Dogus Group: Weighing Partners for Garanti Bank (TN)." Harvard Business School Teaching Note 709-490, March 2009.
      • March 2009 (Revised July 2014)
      • Case

      PNC Financial: Grow Up Great (A)

      By: Christopher Marquis, V. Kasturi Rangan and Alison Comings
      In 2003, PNC Financial focused its corporate citizenship and philanthropic resources on a ten-year, $100 million investment in early childhood education called PNC Grow Up Great. The case tracks the origination of Grow Up Great, how it was developed and implemented... View Details
      Keywords: Early Childhood Education; Philanthropy and Charitable Giving; Leadership; Brands and Branding; Corporate Social Responsibility and Impact; Organizational Structure; Business and Community Relations
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      Marquis, Christopher, V. Kasturi Rangan, and Alison Comings. "PNC Financial: Grow Up Great (A)." Harvard Business School Case 409-108, March 2009. (Revised July 2014.)
      • March 2009 (Revised December 2009)
      • Case

      Relational Investors and Home Depot (A)

      By: Jay W. Lorsch and Kaitlyn Simpson
      In 2006, amidst shareholder upset over CEO Robert Nardelli's compensation and Home Depot's declining stock price, Relational Investors decided to further investigate the situation. As experts in turning around underperforming and undervalued companies, Relational's... View Details
      Keywords: Restructuring; Financial Management; Investment; Corporate Governance; Governing and Advisory Boards; Organizational Change and Adaptation; Ownership Stake; Business and Shareholder Relations; Corporate Strategy
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      Lorsch, Jay W., and Kaitlyn Simpson. "Relational Investors and Home Depot (A)." Harvard Business School Case 409-076, March 2009. (Revised December 2009.)
      • March 2009 (Revised September 2010)
      • Case

      Dartmouth-Hitchcock Medical Center: Spine Care

      By: Robert S. Huckman, Michael E. Porter, Rachel Gordon and Natalie Kindred
      Describes the Spine Center at Dartmouth-Hitchcock Medical Center, a multidisciplinary unit that offers patients suffering from spinal problems "one-stop" access to a range of providers including orthopedic surgeons, neurosurgeons, neurologists, medical specialists in... View Details
      Keywords: Health Care and Treatment; Medical Specialties; Service Delivery; Service Operations; Integration; Value Creation; Health Industry; United States
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      Huckman, Robert S., Michael E. Porter, Rachel Gordon, and Natalie Kindred. "Dartmouth-Hitchcock Medical Center: Spine Care." Harvard Business School Case 609-016, March 2009. (Revised September 2010.)
      • March 2009 (Revised November 2009)
      • Case

      WL Ross and Plascar

      By: C. Fritz Foley and Linnea Meyer
      How can distressed investors take advantage of the procedures governing an international bankruptcy? Wilbur L. Ross, chairman and CEO of the private equity firm WL Ross & Co., LLC, has the opportunity to bid for debt and equity claims on Plascar Industria e Comercio... View Details
      Keywords: Borrowing and Debt; Private Equity; Insolvency and Bankruptcy; Investment; Cross-Cultural and Cross-Border Issues; Globalized Firms and Management; Globalized Markets and Industries
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      Foley, C. Fritz, and Linnea Meyer. "WL Ross and Plascar." Harvard Business School Case 209-091, March 2009. (Revised November 2009.)
      • 2008
      • Chapter

      Conceptual Foundations of the Balanced Scorecard

      By: Robert S. Kaplan

      David Norton and I introduced the Balanced Scorecard in a 1992 Harvard Business Review article. The article was based on a multi-company research project that studied performance measurement in companies whose intangible assets played a central role in value... View Details

      Keywords: Balanced Scorecard; Management Systems; Measurement and Metrics; Performance Improvement; Strategy
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      Kaplan, Robert S. "Conceptual Foundations of the Balanced Scorecard." Chap. 1.03 in Handbook of Management Accounting Research. Vol. 3, edited by Christopher Chapman, Anthony Hopwood, and Michael Shields. Elsevier, 2008.
      • 2009
      • Simulation

      Finance Simulation: M&A in Wine Country: No. 3289.

      By: Timothy A. Luehrman and W. Carl Kester
      In this simulation, students play the role of CEO at one of three publicly-traded wine producers: Starshine, Bel Vino, or International Beverage. Each player evaluates merger and/or acquisition opportunities among the three companies and then determines reservation... View Details
      Keywords: Mergers and Acquisitions; Negotiation; Valuation; Value Creation; Food and Beverage Industry; Agriculture and Agribusiness Industry
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      Luehrman, Timothy A., and W. Carl Kester. "Finance Simulation: M&A in Wine Country: No. 3289." Simulation and Teaching Note. Watertown, MA: Harvard Business Publishing, 2009. Electronic.
      • February 2009 (Revised August 2010)
      • Case

      Dubai: Global Economy

      By: Richard H. K. Vietor and Nicole Michele Forrest
      This case, along with Saudi Arabia: “Modern Reform, Enduring Stability” (709-042), provides an opportunity to discuss Saudi Arabia's efforts to modernize, without really Westernizing, in sharp contrast to Dubai, a nearby Arab Emirate. As Saudi Arabia's development... View Details
      Keywords: Development Economics; Non-Renewable Energy; Globalized Markets and Industries; Government and Politics; Growth and Development Strategy; Saudi Arabia; Dubai; Middle East
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      Vietor, Richard H. K., and Nicole Michele Forrest. "Dubai: Global Economy." Harvard Business School Case 709-043, February 2009. (Revised August 2010.)
      • February 2009 (Revised August 2010)
      • Case

      Saudi Arabia: Modern Reform, Enduring Stability

      By: Richard H. K. Vietor and Nicole Michele Forrest
      This case, along with “Dubai: Global Economy” (709-043), provides an opportunity to discuss Saudi Arabia's efforts to modernize, without really Westernizing, in sharp contrast to Dubai, a nearby Arab Emirate. As Saudi Arabia's development strategy unfolds in the past... View Details
      Keywords: Development Economics; Non-Renewable Energy; Globalized Markets and Industries; Government and Politics; Growth and Development Strategy; Saudi Arabia; Dubai; Middle East
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      Vietor, Richard H. K., and Nicole Michele Forrest. "Saudi Arabia: Modern Reform, Enduring Stability." Harvard Business School Case 709-042, February 2009. (Revised August 2010.)
      • February 2009 (Revised April 2011)
      • Case

      Mistry Architects (A)

      By: Amy C. Edmondson, Robert G. Eccles and Mona Sinha
      Describes an architecture firm founded and run by a husband and wife team, Sharukh and Renu Mistry, that emphasizes "green" building. The firm presents an unusual mix of projects-spanning the spectrum from larger corporate projects to small private homes. The mix also... View Details
      Keywords: Family Business; Customer Focus and Relationships; Design; Housing; Corporate Social Responsibility and Impact; Business and Community Relations; Environmental Sustainability; Nonprofit Organizations; Conflict and Resolution
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      Edmondson, Amy C., Robert G. Eccles, and Mona Sinha. "Mistry Architects (A)." Harvard Business School Case 609-044, February 2009. (Revised April 2011.)
      • February 2009 (Revised July 2012)
      • Case

      Jieliang Phone Home! (A)

      By: Willy Shih, Ethan Bernstein and Nina Bilimoria
      At Precision Electro-Tek's mobile phone manufacturing facility in southern China, thousands of operators—bright and capable young men and (mostly) women like Jieliang Hao—are motivated to improve line productivity through small innovations for faster assembly and have... View Details
      Keywords: Compensation and Benefits; Job Design and Levels; Business Processes; Behavior; Motivation and Incentives; Manufacturing Industry; China
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      Shih, Willy, Ethan Bernstein, and Nina Bilimoria. "Jieliang Phone Home! (A)." Harvard Business School Case 609-080, February 2009. (Revised July 2012.)
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