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      Sales PlanningRemove Sales Planning →

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      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for US Industrial ElectroCeramics (US-IND)

      By: James K. Sebenius
      In a six-party negotiation exercise, the TNDA Corp. plans to sell the Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the US Industrial ElectroCeramics (US-IND) management... View Details
      Keywords: Negotiation
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      Sebenius, James K. "The Elcer Products Transaction: Confidential Information for US Industrial ElectroCeramics (US-IND)." Harvard Business School Exercise 908-032, December 2007. (Revised April 2008.)
      • October 2006 (Revised May 2007)
      • Case

      King Arthur Flour

      By: Thomas J. DeLong, James Holian and Joshua Weiss
      Steve Voigt, the CEO of King Arthur Flour, must determine how the company can continue to grow, whilst preserving its unique culture. In 1996, the company was sold to employees in as ESOP transaction. The following decade saw significant growth, despite declining sales... View Details
      Keywords: Employee Stock Ownership Plan; Business or Company Management; Organizational Culture; Employee Ownership
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      DeLong, Thomas J., James Holian, and Joshua Weiss. "King Arthur Flour." Harvard Business School Case 407-012, October 2006. (Revised May 2007.)
      • August 2006
      • Case

      Dreyer's Slow Churned(TM) Ice Cream

      By: Noel H. Watson, Steven C. Wheelwright and Brian DeLacey
      Examines capacity forecasting and planning in a complex new product introduction scenario. The introduction at Dreyer's, a large dairy snack manufacturer, involves not only a new product but a new manufacturing process and product package, thus implying a significant... View Details
      Keywords: Advertising; Forecasting and Prediction; Growth and Development Strategy; Brands and Branding; Product Launch; Product Development; Planning; Food and Beverage Industry; United States
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      Watson, Noel H., Steven C. Wheelwright, and Brian DeLacey. "Dreyer's Slow Churned(TM) Ice Cream." Harvard Business School Case 607-018, August 2006.
      • October 2005 (Revised August 2006)
      • Case

      Perelson Weiner LLP

      By: Thomas J. Steenburgh and Das Narayandas
      Perelson Weiner LLP, a successful accounting firm in New York City, is re-evaluating its incentive strategy as it makes plans to grow its business. View Details
      Keywords: Accounting; Growth and Development; Compensation and Benefits; Management; Planning; Sales; Motivation and Incentives; Corporate Strategy; Accounting Industry; New York (city, NY)
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      Steenburgh, Thomas J., and Das Narayandas. "Perelson Weiner LLP." Harvard Business School Case 506-006, October 2005. (Revised August 2006.)
      • September 2003 (Revised September 2004)
      • Case

      Hearthside Homes

      By: Jason R. Barro, Brian J. Hall and Aaron Zimmerman
      Investigates the "controllability problem" inherent in bonus systems. Ideally, an incentive system accurately measures performance in areas that the individual can control. But most measures are either too broad, including factors outside the influence of the employee,... View Details
      Keywords: Motivation and Incentives; Housing; Performance Evaluation; Construction Industry; Manufacturing Industry; Real Estate Industry
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      Barro, Jason R., Brian J. Hall, and Aaron Zimmerman. "Hearthside Homes." Harvard Business School Case 904-003, September 2003. (Revised September 2004.)
      • September 2002
      • Case

      Align Technology, Inc.: Matching Manufacturing Capacity to Sales Demand

      By: H. Kent Bowen and Jonathan P Groberg
      Align Technology is a four-year-old medical products company that has invented a new product requiring new manufacturing processes. Demand for the new product has grown more slowly than initial forecasts predicted, and the cost structure is preventing the company from... View Details
      Keywords: Health Care and Treatment; Collaborative Innovation and Invention; Problems and Challenges; Product; Forecasting and Prediction; Marketing Strategy; Sales; Demand and Consumers; Production; Health Industry
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      Bowen, H. Kent, and Jonathan P Groberg. "Align Technology, Inc.: Matching Manufacturing Capacity to Sales Demand." Harvard Business School Case 603-058, September 2002.
      • June 2002 (Revised September 2002)
      • Case

      Pokemon: Gotta Catch 'Em All (Abridged)

      By: Youngme E. Moon
      Pokemon, the colloquial name given to a collection of 150 fantastic, animal-inspired creatures with organic powers and the capacity to evolve, are the stars of video games, trading card games, and TV cartoons. Conceived in Japan in 1996, Pokemon quickly became that... View Details
      Keywords: Brands and Branding; Age; Business or Company Management; Marketing Strategy; Product Launch; Cross-Cultural and Cross-Border Issues; Copyright; Video Game Industry; Entertainment and Recreation Industry; Japan; Asia; United States
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      Moon, Youngme E. "Pokemon: Gotta Catch 'Em All (Abridged)." Harvard Business School Case 502-092, June 2002. (Revised September 2002.)
      • November 2000 (Revised May 2002)
      • Case

      Oracle Corporation

      By: Frances X. Frei and Hanna Rodriguez-Farrar
      Oracle Corp., the world's second-largest independent software company (behind Microsoft) was the world's dominant supplier of database software. Oracle also sold application software, such as the popular enterprise resource planning and customer relationship management... View Details
      Keywords: Organizational Change and Adaptation; Internet and the Web; Service Operations; Service Delivery; Applications and Software; Management Teams; Innovation and Invention; Web Services Industry; Information Technology Industry
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      Frei, Frances X., and Hanna Rodriguez-Farrar. "Oracle Corporation." Harvard Business School Case 601-043, November 2000. (Revised May 2002.)
      • September 2000 (Revised February 2007)
      • Case

      Freeport Studio

      By: Rajiv Lal and James Weber
      Describes the start-up and first-year difficulties of Freeport Studio, a unit of L.L. Bean, founded in 1998 to sell women's clothing by catalog. First-year sales were far below plan, and projected profits did not materialize. Fran Philip must identify the problems and... View Details
      Keywords: Business Startups; Profit; Growth and Development Strategy; Marketing Strategy; Strategic Planning; Problems and Challenges; Creativity
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      Lal, Rajiv, and James Weber. "Freeport Studio." Harvard Business School Case 501-021, September 2000. (Revised February 2007.)
      • March 2000 (Revised February 2005)
      • Case

      Thomas Weisel Partners (A)

      By: Thomas J. DeLong, Ashish Nanda, Boris Groysberg, Matthew C. Lieb and Scott D Landry
      Thomas Weisel, longtime leader of Montgomery Securities, realizes that the sale of Montgomery to NationsBank was the biggest mistake of his life. After his exit from NationsBanc Montgomery Securities, Weisel develops a business plan for a new merchant bank, Thomas... View Details
      Keywords: Competitive Strategy; Business Plan; Financial Institutions; Management Teams; Financial Services Industry
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      DeLong, Thomas J., Ashish Nanda, Boris Groysberg, Matthew C. Lieb, and Scott D Landry. "Thomas Weisel Partners (A)." Harvard Business School Case 800-215, March 2000. (Revised February 2005.)
      • March 2000 (Revised May 2000)
      • Case

      U.S. Gas Transportation, Inc.

      By: John A. Davis, Myra M. Hart and Sharon Peyus
      Presents a career dilemma for a husband/wife owner-manager team. Nanci and Len Mackenzie have received an offer for their highly successful entrepreneurial business, U.S. Gas Transportation, Inc. The Mackenzies are concerned about what the sale might do to their... View Details
      Keywords: Entrepreneurship; Family Ownership; Family Business; Personal Development and Career; Organizational Culture; Employees; Business Exit or Shutdown; Planning; Transportation Industry
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      Davis, John A., Myra M. Hart, and Sharon Peyus. "U.S. Gas Transportation, Inc." Harvard Business School Case 800-049, March 2000. (Revised May 2000.)
      • November 1999 (Revised February 2000)
      • Case

      Granny's Goodies, Inc.

      By: Das Narayandas and Katherine B. Korman
      The young entrepreneurs of Granny's Goodies, Inc., a corporate gift package specialist, face the challenge of finding ways to create consistent revenue streams and reduce sales costs. Outside of a few long-term contracts, the two founders have had to work very hard for... View Details
      Keywords: Budgets and Budgeting; Customer Relationship Management; Entrepreneurship; Cost Management; Marketing Strategy; Product Design; Problems and Challenges; Sales; Segmentation; Service Industry
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      Narayandas, Das, and Katherine B. Korman. "Granny's Goodies, Inc." Harvard Business School Case 500-049, November 1999. (Revised February 2000.)
      • September 1999 (Revised April 2000)
      • Case

      Novell: World's Largest Network Software Company

      By: Richard L. Nolan
      After phenomenal growth and market leadership in networking, founder and CEO Ray Noorda made a frontal assault on Microsoft's core strengths. In 1994, Noorda spend over $1.5 billion acquiring companies such as WordPerfect to combat Microsoft Word, products such as... View Details
      Keywords: Information Infrastructure; Applications and Software; Competition; Internet and the Web; Strategic Planning; Corporate Strategy; Information Technology Industry
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      Nolan, Richard L. "Novell: World's Largest Network Software Company." Harvard Business School Case 300-038, September 1999. (Revised April 2000.)
      • September 1999 (Revised October 2006)
      • Case

      MarketSoft

      By: Joseph B. Lassiter III and Diana S. Gardner
      Greg Erman and Nancy Benovich-Gilby have assembled a team and selected a market for the launch of a high-potential venture based on using an Internet-based service to manage the flow of sales leads between principals and their distribution channel partners. Their... View Details
      Keywords: Product Development; Planning; Sales; Management; Internet; Web Services Industry
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      Lassiter, Joseph B., III, and Diana S. Gardner. "MarketSoft." Harvard Business School Case 800-069, September 1999. (Revised October 2006.)
      • December 1998 (Revised February 1999)
      • Case

      i2 Technologies, Inc.

      By: Ananth Raman and Jasjit Singh
      Describes the emergence and growth of i2 Technologies and the supply chain planning software industry. In December 1998, i2's market capitalization was in excess of $2 billion; the supply chain planning software industry had annual sales of approximately $1 billion and... View Details
      Keywords: Information Technology; Applications and Software; Supply Chain Management; Production; Forecasting and Prediction; Information Technology Industry
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      Raman, Ananth, and Jasjit Singh. "i2 Technologies, Inc." Harvard Business School Case 699-042, December 1998. (Revised February 1999.)
      • October 1998 (Revised November 1999)
      • Case

      Chantal Cookware Corp.

      By: H. Kent Bowen, Paul W. Marshall and Stephanie Dodson
      Chantal Cookware is a small, private company with a 15-year record of success in the design, assembly, and sale of high-end cookware. It experiences serious setbacks when consumers' tastes shift from colorful enamel-on-steel products to commercial-style cookware.... View Details
      Keywords: Consumer Behavior; Strategic Planning; Market Entry and Exit; Product Positioning; Trends; Manufacturing Industry
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      Bowen, H. Kent, Paul W. Marshall, and Stephanie Dodson. "Chantal Cookware Corp." Harvard Business School Case 699-023, October 1998. (Revised November 1999.)
      • March 1997 (Revised December 1999)
      • Case

      Alden Products, Inc.--European Manufacturing

      By: Robert H. Hayes
      The European organization of Alden Products, Inc. is contemplating a doubling of unit sales over the next ten years. Their largest plant, located in Holland, was set up 25 years earlier to supply all demands of the EEC countries on the continent. It has since expanded... View Details
      Keywords: Production; Growth Management; Factories, Labs, and Plants; Strategic Planning; Performance Capacity; Business Strategy; Netherlands; Europe
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      Hayes, Robert H. "Alden Products, Inc.--European Manufacturing." Harvard Business School Case 697-099, March 1997. (Revised December 1999.)
      • September 1996 (Revised April 1998)
      • Case

      Mobil USM&R (B): New England Sales and Distribution

      By: Robert S. Kaplan
      The general manager of a local gasoline/distillate sales and distribution business unit must communicate a new strategy to the unit's 300 employees. An initial strategic planning exercise identified a high-priority list of opportunities that blended the parent... View Details
      Keywords: Balanced Scorecard; Adoption; Strategic Planning; Customization and Personalization; Management Practices and Processes; Growth and Development Strategy; Measurement and Metrics; Motivation and Incentives; Performance Evaluation; Energy Industry; Mining Industry; United States
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      Kaplan, Robert S. "Mobil USM&R (B): New England Sales and Distribution." Harvard Business School Case 197-026, September 1996. (Revised April 1998.)
      • July 1996 (Revised June 1998)
      • Case

      Gillette Indonesia

      By: John A. Quelch
      The country manager of Gillette Indonesia is reviewing his 1996 marketing plan and considering whether the pace of market development and mix of product sales can be impacted by the level and type of Gillette expenditures in the market. View Details
      Keywords: Marketing Strategy; Multinational Firms and Management; Emerging Markets; Forecasting and Prediction; Product Marketing; Manufacturing Industry; Consumer Products Industry; Indonesia
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      Quelch, John A., and Diane Long. "Gillette Indonesia." Harvard Business School Case 597-009, July 1996. (Revised June 1998.)
      • February 1996 (Revised June 1996)
      • Teaching Note

      General Mills Board and Strategic Planning and Lukens Inc., The: The Melters' Committee (A) & (B) TN

      By: Jay W. Lorsch, Cynthia A. Montgomery and Lisa J. Chadderdon
      Teaching Note for (9-491-117), (9-493-070), and (9-493-071). View Details
      Keywords: Strategic Planning; Governing and Advisory Boards; Joint Ventures; Sales; Strategy; Managerial Roles; Steel Industry
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      Lorsch, Jay W., Cynthia A. Montgomery, and Lisa J. Chadderdon. "General Mills Board and Strategic Planning and Lukens Inc., The: The Melters' Committee (A) & (B) TN." Harvard Business School Teaching Note 796-082, February 1996. (Revised June 1996.)
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