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  • All HBS Web  (4,033)
    • People  (8)
    • News  (855)
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  • April 2014
  • Teaching Note

CP Group: Balancing the Needs of a Family Business with the Needs of a Family of Businesses

By: William C. Kirby and Erica M. Zendell
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Kirby, William C., and Erica M. Zendell. "CP Group: Balancing the Needs of a Family Business with the Needs of a Family of Businesses." Harvard Business School Teaching Note 314-137, April 2014.
  • October 2021 (Revised February 2023)
  • Case

Ant Group (A)

By: Krishna G. Palepu, Feng Zhu, Susie L. Ma and Kerry Herman
In 2004, Chinese e-commerce company Alibaba created Alipay, an app to facilitate payments on its e-commerce sites. As Alibaba grew, so did Alipay, until Alipay spawned its own ecosystem of financial technology products and services under the name of Ant Group. By 2020,... View Details
Keywords: Payment Systems; Information Technology; Value Creation; Network Effects; Strategy; Disruptive Innovation; Initial Public Offering; Technology Industry; Financial Services Industry; China
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Palepu, Krishna G., Feng Zhu, Susie L. Ma, and Kerry Herman. "Ant Group (A)." Harvard Business School Case 122-003, October 2021. (Revised February 2023.)
  • 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.
  • Article

The Art of Balancing Autonomy and Control: What Managers Can Learn from Hackathon Organizers about Spurring Innovation.

By: Hila Lifshitz - Assaf, Sarah Lebovitz and Lior Zalmanson
Today, managers recognize that innovation requires a high level of work autonomy for their employees. This encourages curiosity, enables independent thinking, and provides an environment in which employees can experiment and test new problem-solving approaches with... View Details
Keywords: Innovation; Hackathon; Autonomy; Control; Innovation and Invention; Innovation and Management
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Lifshitz - Assaf, Hila, Sarah Lebovitz, and Lior Zalmanson. "The Art of Balancing Autonomy and Control: What Managers Can Learn from Hackathon Organizers about Spurring Innovation." MIT Sloan Management Review 60, no. 2 (Winter 2019): 1–6.
  • August 2017
  • Article

The National Segmentation of Euro Area Bank Balance Sheets during the Financial Crisis

By: Antonio Colangelo, Domenico Giannone, Michele Lenza, Huw Pill and Lucrezia Reichlin
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Colangelo, Antonio, Domenico Giannone, Michele Lenza, Huw Pill, and Lucrezia Reichlin. "The National Segmentation of Euro Area Bank Balance Sheets during the Financial Crisis." Empirical Economics 53, no. 1 (August 2017): 247–265.
  • 2009
  • Chapter

Organizational Design: Balancing Search and Stability in Strategic Decision Making

By: Jan Rivkin and Nicolaj Siggelkow
Managers often must make decisions that depend on decisions in other parts of the organization. These interactions create a network of interdependent choices and make strategizing difficult. In this chapter, the authors explore the intersection between organizing and... View Details
Keywords: Decision Choices and Conditions; Organizational Change and Adaptation; Organizational Design; Strategy; Balance and Stability
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Rivkin, Jan, and Nicolaj Siggelkow. "Organizational Design: Balancing Search and Stability in Strategic Decision Making." In The Network Challenge: Strategy, Profit, and Risk in an Interlinked World, edited by Paul R. Kleindorfer and Yoram Wind. Wharton School Publishing, 2009.
  • March 2021
  • Case

CashDrop (A)

By: Rembrand Koning, Paul A. Gompers and Sarah Gulick
In July 2020, Ruben Flores-Martinez had launched a startup, CashDrop, which provided easy and cheap sales options for small businesses. The COVID-19 pandemic helped CashDrop quickly grow. Flores-Martinez, who had previously sought and been denied venture capital... View Details
Keywords: Payment Systems; Small Business; Entrepreneurship; Business Startups; Venture Capital; Online Technology; Technology Industry; Financial Services Industry; Chicago; Illinois
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Koning, Rembrand, Paul A. Gompers, and Sarah Gulick. "CashDrop (A)." Harvard Business School Case 221-051, March 2021.
  • Article

Formal Measures in Informal Management: Can a Balanced Scorecard Change a Culture?

By: Robert Gibbons and Robert S. Kaplan
Agency theorists, historically, have analyzed what kinds of performance measures should be used in formal incentive contracts. For example, after Kaplan-Norton proposed a balanced scorecard of both financial and non-financial measures, some envisioned its role only in... View Details
Keywords: Relational Contracts; Performance Measurement; Informal Management; Balanced Scorecard; Economics; Mathematical Methods
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Gibbons, Robert, and Robert S. Kaplan. "Formal Measures in Informal Management: Can a Balanced Scorecard Change a Culture?" American Economic Review: Papers and Proceedings 105, no. 5 (May 2015).
  • October 2022
  • Article

Sovereign Risk, Currency Risk, and Corporate Balance Sheets

By: Wenxin Du and Jesse Schreger
We provide a comprehensive account of the evolution of the currency composition of sovereign and corporate external borrowing by emerging markets from 2003 to 2017. We show that a higher reliance on foreign currency debt by the corporate sector is associated with... View Details
Keywords: Currency; International Finance
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Du, Wenxin, and Jesse Schreger. "Sovereign Risk, Currency Risk, and Corporate Balance Sheets." Review of Financial Studies 35, no. 10 (October 2022): 4587–4629.
  • July – August 2009
  • Article

Organizational Ambidexterity: Balancing Exploitation and Exploration for Sustained Performance

By: Sebastian Raisch, Julian Birkinshaw, Gilbert Probst and Michael Tushman
Organizational ambidexterity has emerged as a new research paradigm in organization theory, yet several issues that are fundamental to this debate remain controversial. We explore four central tensions here: Should organizations achieve ambidexterity through... View Details
Keywords: Change; Innovation and Invention; Business Processes; Organizational Change and Adaptation; Organizational Design; Organizational Structure; Research; Integration
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Raisch, Sebastian, Julian Birkinshaw, Gilbert Probst, and Michael Tushman. "Organizational Ambidexterity: Balancing Exploitation and Exploration for Sustained Performance." Organization Science 20, no. 4 (July–August 2009): 685–695.
  • January 4, 2019
  • Article

How Companies Can Balance Social Impact and Financial Goals

By: Marya L. Besharov, Wendy K. Smith and Michael Tushman
It’s notoriously difficult for a business to manage two separate-but-equal goals—making money and creating social value at the same time, for example, or managing an existing business at the same time that you invent a new one. Most attempts at managing these... View Details
Keywords: Goals and Objectives; Management; Corporate Social Responsibility and Impact; Profit; Decision Making
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Besharov, Marya L., Wendy K. Smith, and Michael Tushman. "How Companies Can Balance Social Impact and Financial Goals." Harvard Business Review (website) (January 4, 2019).
  • 21 Aug 2023
  • Book

You’re More Than Your Job: 3 Tips for a Healthier Work-Life Balance

Rebalance early and often A good portfolio has a balance of stocks and bonds, based on your current financial picture. The same is true at work: Everyone has different needs at different times, and that’s... View Details
Keywords: by Kara Baskin
  • June 2024 (Revised August 2024)
  • Case

Revlon India's Turnaround: Navigating Online-Offline Decisions Using a Balanced Scorecard

By: Tatiana Sandino and Samuel Grad
Revlon India was founded as a joint venture in 1995, pairing the industrial conglomerate UMG with the global beauty brand Revlon, Inc. to bring international color cosmetics to India. After growing rapidly and pioneering the Beauty Advisor (BA) model in India, the... View Details
Keywords: Balanced Scorecard; Restructuring; Training; Supply Chain Management; Distribution; E-commerce; Business Model; Business Plan; Decision Choices and Conditions; Marketing Strategy; Alignment; Brands and Branding; Negotiation; Joint Ventures; Strategic Planning; Salesforce Management; Competition; Retail Industry; Consumer Products Industry; Beauty and Cosmetics Industry; India
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Sandino, Tatiana, and Samuel Grad. "Revlon India's Turnaround: Navigating Online-Offline Decisions Using a Balanced Scorecard." Harvard Business School Case 124-107, June 2024. (Revised August 2024.)
  • February 2007 (Revised March 2007)
  • Module Note

Truman and the Bomb Summary: Balancing Benefits and Harms

By: Sandra J. Sucher
A summary of the major themes discussed in the eleventh class of The Moral Leader (EC curriculum). View Details
Keywords: History; Leadership; Ethics; Decision Choices and Conditions; Government and Politics
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Sucher, Sandra J. "Truman and the Bomb Summary: Balancing Benefits and Harms." Harvard Business School Module Note 607-075, February 2007. (Revised March 2007.)
  • May 2024
  • Case

Shell's Balancing Act: Resource Allocation and the Green Transition

By: David Collis and Haisley Wert
In mid-2023, amid pressure from climate change activists, shareholder activists, and confronting enormous uncertainty about the future demand for and price of fossil fuels, new Shell CEO Wael Sawan (Harvard MBA 2003) announced a change in strategy for the U.K. oil... View Details
Keywords: Portfolio Analysis; Climate; Oil; Oil And Gas; Oil Companies; Renewables; Petroleum; Investor Demand; Investors; Corporate Strategy; Resource Allocation; Climate Change; Corporate Social Responsibility and Impact; Organizational Change and Adaptation; Organizational Culture; Business and Stakeholder Relations; Business and Shareholder Relations; Energy Industry; United Kingdom
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Collis, David, and Haisley Wert. "Shell's Balancing Act: Resource Allocation and the Green Transition." Harvard Business School Case 724-455, May 2024.
  • February 2010 (Revised March 2012)
  • Case

Harvard Business School Executive Education: Balancing Online and Offline Marketing

By: John A. Deighton and Leora Kornfeld
How does a small business set its online media budget? The HBS Executive Education Division can be viewed as a small-to-medium sized business unit with annual revenues of $107 million. As we watch it change its culture, practices, and organization from offline to... View Details
Keywords: Transition; Marketing Strategy; Budgets and Budgeting; Technology Adoption; Digital Marketing; Resource Allocation; Information Technology Industry
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Deighton, John A., and Leora Kornfeld. "Harvard Business School Executive Education: Balancing Online and Offline Marketing." Harvard Business School Case 510-091, February 2010. (Revised March 2012.) (request a courtesy copy.)
  • July 2024
  • Case

Stellar Development Foundation

By: Shai Benjamin Bernstein, Scott Duke Kominers and George Gonzalez
Blockchain pioneer Stellar Development Foundation oversees one of the earliest and largest crypto networks (Stellar) and the management of its native token XLM. The foundation partnered with cross-border payments provider MoneyGram to help on and off-ramp... View Details
Keywords: Blockchain; Cryptocurrency; Payments; Business or Company Management; Networks; Partners and Partnerships; Currency; Entrepreneurship; Technology Industry
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Bernstein, Shai Benjamin, Scott Duke Kominers, and George Gonzalez. "Stellar Development Foundation." Harvard Business School Case 824-060, July 2024.
  • August 2006 (Revised September 2008)
  • Case

Duane Morris: Balancing Growth and Culture at a Law Firm

By: Boris Groysberg and Robin Abrahams
After nearly 100 years as a mid-size regional law firm, Duane Morris entered a period of spectacular growth led by CEO Sheldon Bonovitz. Originally founded by Quakers, the firm had a distinct organizational culture featuring a number of unique or unusual business... View Details
Keywords: Mergers and Acquisitions; Growth and Development Strategy; Management Practices and Processes; Organizational Culture; Competitive Advantage; San Francisco
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Groysberg, Boris, and Robin Abrahams. "Duane Morris: Balancing Growth and Culture at a Law Firm." Harvard Business School Case 407-025, August 2006. (Revised September 2008.)
  • July 2024 (Revised September 2024)
  • Case

Shell’s Balancing Act: Resource Allocation and the Green Transition (Abridged)

By: David Collis and Haisley Wert
In mid-2023, amid pressure from climate change activists, shareholder activists, and confronting enormous uncertainty about the future demand for and price of fossil fuels, new Shell CEO Wael Sawan (Harvard MBA 2003) announced a change in strategy for the U.K. oil... View Details
Keywords: Oil & Gas; Renewables; Forecasting Demand; Strategy; Energy; Climate Change; Resource Allocation; Corporate Strategy; Investment Activism; Organizational Change and Adaptation; Organizational Culture; Energy Industry
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Collis, David, and Haisley Wert. "Shell’s Balancing Act: Resource Allocation and the Green Transition (Abridged)." Harvard Business School Case 725-354, July 2024. (Revised September 2024.)
  • January 2014 (Revised February 2016)
  • Case

U.S. Government Debt and the Debate over a Balanced Budget Amendment

By: Matthew Weinzierl, Katrina Flanagan and Alastair Su
In the first decade of the 21st century, national debt as a share of GDP rose dramatically in the United States and across the developed world. This case consists of excerpts from leading commentators explaining and commenting on this trend and the economic and moral... View Details
Keywords: National Debt; Social Discount Rate; Ricardian Equivalence; Government and Politics; Macroeconomics; United States
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Weinzierl, Matthew, Katrina Flanagan, and Alastair Su. "U.S. Government Debt and the Debate over a Balanced Budget Amendment." Harvard Business School Case 714-031, January 2014. (Revised February 2016.)
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