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      • February 2005 (Revised November 2012)
      • Supplement

      UAL 2004: Pulling Out of Bankruptcy (CW)

      By: Daniel Baird Bergstresser, Kenneth A. Froot and Darren Robert Smart
      UAL is a large air transportation company with roots that go back to the 1920s. As a legacy carrier, going back to before the 1978 deregulation of air transportation markets, United Airlines is burdened with cost structures that make it difficult to compete with newer... View Details
      Keywords: Bankruptcy; Compensation; Costs; Loans; Reorganization; Restructuring; Financing and Loans; Insolvency and Bankruptcy; Compensation and Benefits; Air Transportation Industry; United States
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      Bergstresser, Daniel Baird, Kenneth A. Froot, and Darren Robert Smart. "UAL 2004: Pulling Out of Bankruptcy (CW)." Harvard Business School Spreadsheet Supplement 205-709, February 2005. (Revised November 2012.)
      • February 2005 (Revised June 2006)
      • Case

      UAL, 2004: Pulling Out of Bankruptcy

      By: Daniel Baird Bergstresser, Kenneth A. Froot and Darren Robert Smart
      UAL is a large air transportation company with roots that go back to the 1920s. As a legacy carrier, going back to before the 1978 deregulation of air transportation markets, United Airlines is burdened with cost structures that make it difficult to compete with newer... View Details
      Keywords: Bankruptcy; Compensation; Costs; Loans; Reorganization; Cost; Restructuring; Financing and Loans; Insolvency and Bankruptcy; Compensation and Benefits; Air Transportation Industry; United States
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      Bergstresser, Daniel Baird, Kenneth A. Froot, and Darren Robert Smart. "UAL, 2004: Pulling Out of Bankruptcy." Harvard Business School Case 205-090, February 2005. (Revised June 2006.)
      • February 2005 (Revised March 2008)
      • Case

      Shinhan Financial Group (A)

      By: Rosabeth M. Kanter and Ryan Raffaelli
      Mr. Young Hwi Choi, president and CEO of Shinhan Financial Group, embarked on an unconventional post-merger integration strategy with recently acquired Chohung Bank. The strategy focused on integrating traditional operations while attending to employees' reactions to... View Details
      Keywords: Mergers and Acquisitions; Change Management; Employees; Leading Change; Organizational Change and Adaptation; Organizational Culture; Emotions; Integration; South Korea
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      Kanter, Rosabeth M., and Ryan Raffaelli. "Shinhan Financial Group (A)." Harvard Business School Case 305-075, February 2005. (Revised March 2008.)
      • January 2005 (Revised September 2018)
      • Exercise

      RetailSoft: Role for Cam Archer

      By: Kathleen McGinn, Hannah Riley Bowles and Dina Witter
      Presents a three-way version of the RetailMax simulation requiring students to enact an internal salary negotiation, taking on the roles of Cam Archer, a star employee, and Regan Kessel, a VP trying to attract the MBA into his department. However, RetailSoft introduces... View Details
      Keywords: Negotiation; Compensation and Benefits; Management Practices and Processes; Retail Industry
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      McGinn, Kathleen, Hannah Riley Bowles, and Dina Witter. "RetailSoft: Role for Cam Archer." Harvard Business School Exercise 905-004, January 2005. (Revised September 2018.)
      • January 2005 (Revised September 2018)
      • Exercise

      RetailSoft: Role for Regan Kessel

      By: Kathleen McGinn, Hannah Riley Bowles and Dina Witter
      Presents a three-way version of the RetailMax simulation requiring students to enact an internal salary negotiation, taking on the roles of Cam Archer, a star employee, and Regan Kessel, a VP trying to attract the MBA into his department. However, RetailSoft introduces... View Details
      Keywords: Negotiation; Compensation and Benefits; Management Practices and Processes; Retail Industry
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      McGinn, Kathleen, Hannah Riley Bowles, and Dina Witter. "RetailSoft: Role for Regan Kessel." Harvard Business School Exercise 905-003, January 2005. (Revised September 2018.)
      • January 2005 (Revised September 2018)
      • Exercise

      RetailSoft: Role for Sydney Masser

      By: Kathleen McGinn, Hannah Riley Bowles and Dina Witter
      Presents a three-way version of the RetailMax simulation requiring students to enact an internal salary negotiation, taking on the roles of Cam Archer, a star employee, and Regan Kessel, a VP trying to attract the MBA into his department. However, RetailSoft introduces... View Details
      Keywords: Negotiation; Compensation and Benefits; Management Practices and Processes; Retail Industry
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      McGinn, Kathleen, Hannah Riley Bowles, and Dina Witter. "RetailSoft: Role for Sydney Masser." Harvard Business School Exercise 905-005, January 2005. (Revised September 2018.)
      • January 2005 (Revised March 2005)
      • Case

      Parisian: productivity and selling cost

      By: Rajiv Lal and Arar Han
      Presents the dilemma facing George Jones with respect to the high selling cost at Parisian Department Stores. The challenges to be considered reflect issues at different levels of the organization, including individual salespeople, the store itself, and the merchandise... View Details
      Keywords: Cost; Executive Compensation; Production; Sales; Salesforce Management; Motivation and Incentives; Retail Industry
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      Lal, Rajiv, and Arar Han. "Parisian: productivity and selling cost." Harvard Business School Case 505-052, January 2005. (Revised March 2005.)
      • 2005
      • Book

      Multinationals and Global Capitalism: From the Nineteenth to the Twenty-First Century

      By: Geoffrey Jones
      This book provides an essential framework for understanding global business. It shows how entrepreneurs built a global economy in the nineteenth century by creating firms that pursued resources and markets across borders. It demonstrates how firms shifted strategies as... View Details
      Keywords: Capitalism; Multinational Firms and Management; Globalization; History; Economy; Trade; Strategy
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      Jones, Geoffrey. Multinationals and Global Capitalism: From the Nineteenth to the Twenty-First Century. Oxford: Oxford University Press, 2005.
      • Article

      Organizational Beliefs and Managerial Vision

      By: Eric J. Van den Steen
      Can managers have an impact on their firm that goes beyond their direct actions and decisions? This article shows that a manager with strong beliefs about the right course of action will attract, through sorting in the labor market, employees with similar beliefs. This... View Details
      Keywords: Organizations; Goals and Objectives; Decisions; Labor; Markets; Employees; Motivation and Incentives; Recruitment; Risk and Uncertainty; Values and Beliefs
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      Van den Steen, Eric J. "Organizational Beliefs and Managerial Vision." Journal of Law, Economics & Organization 21, no. 1 (April 2005): 256–283. (Reprinted in The Economics of Organisation and Bureaucracy, Peter M. Jackson (ed.), Edward Elgar (Cheltenham, UK), 2013.)
      • December 2004 (Revised April 2006)
      • Case

      Managing Diversity at Cityside Financial Services

      By: Robin J. Ely and Ingrid Vargas
      Cityside Financial Services, a disguised consumer bank, serves both a largely African-American urban community and a more affluent, predominantly white clientele. To match the gender and racial makeup of its staff to that of its customers, Cityside's sales division... View Details
      Keywords: Selection and Staffing; Situation or Environment; Race; Employees; Gender; Customer Satisfaction; Diversity; Cross-Cultural and Cross-Border Issues; Banks and Banking; Banking Industry
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      Ely, Robin J., and Ingrid Vargas. "Managing Diversity at Cityside Financial Services." Harvard Business School Case 405-047, December 2004. (Revised April 2006.)
      • December 2004 (Revised April 2006)
      • Case

      Managing Diversity at Spencer Owens & Co.

      By: Robin J. Ely and Ingrid Vargas
      Spencer Owens & Co, a disguised consulting firm, focuses on domestic and international economic development. As an extension of the firm's commitment to social justice, 20 years ago, Spencer Owens management introduced an affirmative action hiring and promotion... View Details
      Keywords: Working Conditions; Selection and Staffing; Development Economics; Corporate Social Responsibility and Impact; Employees; Diversity; Cross-Cultural and Cross-Border Issues; Consulting Industry
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      Ely, Robin J., and Ingrid Vargas. "Managing Diversity at Spencer Owens & Co." Harvard Business School Case 405-048, December 2004. (Revised April 2006.)
      • Article

      Strategic Management of Product Recovery

      By: Michael W. Toffel
      Manufacturers of an expanding range of durable products are facing regulatory and market pressures to manage the products they manufactured upon their end of life (EOL). In part, this attention is motivated by a growing number of countries—especially across Europe and... View Details
      Keywords: Product; Environmental Sustainability; Cost Management; Government Legislation; Logistics; Risk and Uncertainty; Strategy; Europe; Asia; United States
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      Toffel, Michael W. "Strategic Management of Product Recovery." California Management Review 46, no. 2 (Winter 2004): 120–141.
      • December 2004
      • Article

      The Real Problem with Pensions

      By: Robert C. Merton
      Keywords: Compensation and Benefits; Problems and Challenges
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      Merton, Robert C. "The Real Problem with Pensions." Forethought. Harvard Business Review 82, no. 12 (December 2004): 21–22. (HBS Reprint #F0412H.)
      • winter 2004
      • Article

      Transferable Stock Options (TSOs) and the Coming Revolution in Equity-Based Pay

      By: Brian Hall
      Keywords: Stock Options; Equity; Compensation and Benefits
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      Hall, Brian. "Transferable Stock Options (TSOs) and the Coming Revolution in Equity-Based Pay." Journal of Applied Corporate Finance 16, no. 1 (winter 2004).
      • November 2004
      • Article

      Unemployment Benefits As a Substitute for a Conservative Central Banker

      By: Rafael Di Tella and Robert MacCulloch
      In the many years since their introduction, positive theories of inflation have rarely been tested. This paper documents a negative relationship between inflation and the welfare state (proxied by the parameters of the unemployment benefit program) that is to be... View Details
      Keywords: Unemployment; Welfare State; Compensation and Benefits; Inflation and Deflation
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      Di Tella, Rafael, and Robert MacCulloch. "Unemployment Benefits As a Substitute for a Conservative Central Banker." Review of Economics and Statistics 86, no. 4 (November 2004): 911–23.
      • October 2004 (Revised March 2005)
      • Case

      Citizens Bank

      By: Rajiv Lal and Arar Han
      In November 2004, Larry Fish, chairman of Citizens Bank, is wondering about the challenges posed by the latest and largest acquisition in the history of the bank. Fish has always believed that the success of Citizens thus far was facilitated by the credo he introduced... View Details
      Keywords: Acquisition; Change Management; Customer Focus and Relationships; Employees; Leading Change; Performance Effectiveness; Banking Industry
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      Lal, Rajiv, and Arar Han. "Citizens Bank." Harvard Business School Case 505-034, October 2004. (Revised March 2005.)
      • October 2004 (Revised March 2006)
      • Background Note

      Compensation in Professional Service Firms

      By: Ashish Nanda
      Discusses the compensation of professionals--partners and nonpartners--in a professional services firm. Discusses the considerations that determine the choice of compensation systems and the interrelationship between compensation and other human resources management... View Details
      Keywords: Compensation and Benefits; Service Industry
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      Nanda, Ashish, and Lauren Prusiner. "Compensation in Professional Service Firms." Harvard Business School Background Note 905-039, October 2004. (Revised March 2006.)
      • October 2004 (Revised January 2006)
      • Tutorial

      Introduction to Responsibility Accounting Systems

      By: David F. Hawkins, V.G. Narayanan, Jacob Cohen and Michele Jurgens
      Responsibility accounting systems generate financial and related nonfinancial information about the actual and planned activities of a company's responsibility centers--organizational units headed by managers responsible for a unit's performance. The principal... View Details
      Keywords: Business or Company Management; Cost Accounting; Governance Controls; Financial Reporting; Performance Evaluation; Budgets and Budgeting; Planning
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      "Introduction to Responsibility Accounting Systems." Harvard Business School Tutorial 105-703, October 2004. (Revised January 2006.)
      • October 2004 (Revised May 2006)
      • Case

      Transforming Singapore's Public Libraries (Abridged)

      By: Lynda M. Applegate and Roger H. Hallowell
      The Singapore Public Library system was transformed from being mediocre at best to world class using information technology, progressive human-resources management, and marketing approaches unusual for government agencies. View Details
      Keywords: Transformation; Organizational Change and Adaptation; Service Delivery; Marketing Strategy; Competitive Advantage; Human Resources; Information Technology; Nonprofit Organizations; Public Administration Industry; Singapore
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      Applegate, Lynda M., and Roger H. Hallowell. "Transforming Singapore's Public Libraries (Abridged)." Harvard Business School Case 805-028, October 2004. (Revised May 2006.)
      • October 2004 (Revised July 2013)
      • Case

      Making China Beautiful: Shiseido and the China Market

      By: Geoffrey G. Jones, Akiko Kanno and Masako Egawa
      Describes the multinational growth of Shiseido, the world's fourth-largest cosmetics company, with a focus on its strategy in China since 1981. Explores the challenges facing firms in the globalization of a culturally specific industry such as cosmetics. The Japanese... View Details
      Keywords: Cross-Cultural and Cross-Border Issues; Globalized Firms and Management; Growth and Development Strategy; Resource Allocation; Competition; Beauty and Cosmetics Industry; China; Japan
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      Jones, Geoffrey G., Akiko Kanno, and Masako Egawa. "Making China Beautiful: Shiseido and the China Market." Harvard Business School Case 805-003, October 2004. (Revised July 2013.)
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