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      • June 1988 (Revised December 1991)
      • Case

      An Tai Bao Coal Mining Project

      By: W. Carl Kester and Richard P. Melnick
      An Tai Bao is the world's largest open-pit coal mine and is located in China's Shanxi province. After eight years of planning and negotiating, Occidental Petroleum, the foreign partner in the deal, is about to sign an ownership and financing agreement for $475 million... View Details
      Keywords: Planning; Agreements and Arrangements; Non-Renewable Energy; Equity; Partners and Partnerships; Negotiation Deal; Joint Ventures; Mining Industry; China
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      Kester, W. Carl, and Richard P. Melnick. "An Tai Bao Coal Mining Project." Harvard Business School Case 288-041, June 1988. (Revised December 1991.)
      • April 1988 (Revised October 1996)
      • Case

      Home Depot, Inc., The

      By: Krishna G. Palepu
      Home Depot, founded in 1978, pioneered the warehouse retailing concept in the home center industry. The company's niche strategy resulted in rapid growth in sales. By 1986, however, the company began experiencing deteriorating profitability. Students are asked to... View Details
      Keywords: Mathematical Methods; Performance; Business Strategy; Retail Industry
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      Palepu, Krishna G. "Home Depot, Inc., The." Harvard Business School Case 188-148, April 1988. (Revised October 1996.)
      • April 1988 (Revised September 1992)
      • Case

      Frito-Lay, Inc.: The Backhaul Decision

      By: Janice H. Hammond
      Prior to the Motor Carrier Act of 1980, companies with private trucking fleets were generally prohibited from selling transportation services to other companies. The deregulation of the trucking industry in 1980 allowed private carriers to offer for-hire transportation... View Details
      Keywords: Cost Management; Revenue; Governing Rules, Regulations, and Reforms; Marketing Strategy; Distribution; Service Operations; Sales; Salesforce Management; Transportation; Food and Beverage Industry
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      Hammond, Janice H. "Frito-Lay, Inc.: The Backhaul Decision." Harvard Business School Case 688-104, April 1988. (Revised September 1992.)
      • 1987
      • Chapter

      Planning, Control, and Uncertainty: A Process View

      By: R. Simons
      Keywords: Planning; Governance; Risk and Uncertainty; Risk Management
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      Simons, R. "Planning, Control, and Uncertainty: A Process View." In Accounting and Management: Field Study Perspectives, edited by W. J. Bruns Jr. and R. S. Kaplan. Boston: Harvard Business School Press, 1987.
      • September 1987 (Revised May 2017)
      • Teaching Note

      Codman & Shurtleff, Inc.: Planning and Control System

      By: Robert Simons
      Teaching Note for (9-187-081). View Details
      Keywords: Strategy And Execution; Management Control Systems; Control Systems; Planning; System
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      Simons, Robert. "Codman & Shurtleff, Inc.: Planning and Control System." Harvard Business School Teaching Note 188-029, September 1987. (Revised May 2017.)
      • September 1987 (Revised December 1996)
      • Case

      Patten Corp.

      By: Krishna G. Palepu
      Forbes Magazine criticized the revenue recognition policy of Patten Corp. As a result, the company's stock price dropped by a significant amount. The students are asked to discuss if the criticism by Forbes is justified, and if not, what the company should do. View Details
      Keywords: Fair Value Accounting; Financial Statements; Budgets and Budgeting; Problems and Challenges; Financial Condition; Spending; Revenue; Planning; Quality; Stocks; Journalism and News Industry
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      Palepu, Krishna G. "Patten Corp." Harvard Business School Case 188-027, September 1987. (Revised December 1996.)
      • 1987
      • Chapter

      Pension Plan Integration as Insurance against Social Security Risk

      By: Robert C. Merton, Zvi Bodie and Alan J. Marcus
      Keywords: Compensation and Benefits; Integration
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      Merton, Robert C., Zvi Bodie, and Alan J. Marcus. "Pension Plan Integration as Insurance against Social Security Risk." In Issues in Pension Economics, edited by Zvi Bodie, John B. Shoven, and David A. Wise. Chicago: University of Chicago Press, 1987.
      • June 1987 (Revised May 1990)
      • Case

      John Deere Component Works (B)

      By: Robert S. Kaplan
      Having installed an activity-based system, the division is now exploring the insight provided by that system. In particular, it is studying the economics of lot-size process planning and product mix management. View Details
      Keywords: Activity Based Costing and Management; Production; Business or Company Management; Planning; Cost Accounting; Cost Management; Product Marketing; Management Practices and Processes; Consumer Products Industry; Agriculture and Agribusiness Industry
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      Kaplan, Robert S. "John Deere Component Works (B)." Harvard Business School Case 187-108, June 1987. (Revised May 1990.)
      • June 1987 (Revised September 1997)
      • Case

      Mebel, Doran & Co.

      By: Samuel L. Hayes III
      Puts the student in the position of a senior official of a major New York investment bank who discovers that information has leaked to the market on a confidential takeover plan that was being developed by a corporate client. The official has to decide how to deal with... View Details
      Keywords: Ethics; Decision Choices and Conditions; Investment Banking; Mergers and Acquisitions; Crisis Management; Banking Industry; Financial Services Industry
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      Hayes, Samuel L., III. "Mebel, Doran & Co." Harvard Business School Case 287-001, June 1987. (Revised September 1997.)
      • May 23, 1987
      • Article

      The State of Strategic Thinking

      By: M. E. Porter
      Keywords: Strategy; Strategic Planning
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      Porter, M. E. "The State of Strategic Thinking." Economist (May 23, 1987).
      • May 1987 (Revised February 2000)
      • Case

      Codman & Shurtleff, Inc.: Planning and Control System

      By: Robert L. Simons
      Detailed description of the planning and control systems in use at Johnson & Johnson. Focuses on the actions of managers in one subsidiary in revising budget targets. Illustrates intensive strategic planning and financial planning process in a large, decentralized... View Details
      Keywords: Strategic Planning; Planning; Forecasting and Prediction; Accounting Audits; Budgets and Budgeting; Business Strategy; Financial Management; Business or Company Management; Management Systems; Public Administration Industry; Financial Services Industry
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      Simons, Robert L. "Codman & Shurtleff, Inc.: Planning and Control System." Harvard Business School Case 187-081, May 1987. (Revised February 2000.)
      • April 1987
      • Supplement

      Inland Steel Co. Product Policy, Video 6: Fred Lerner -- Inventory Planning and Control

      By: Benson P. Shapiro and Lawrence B. Levine
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      Shapiro, Benson P., and Lawrence B. Levine. "Inland Steel Co. Product Policy, Video 6: Fred Lerner -- Inventory Planning and Control." Harvard Business School Video Supplement 887-544, April 1987.
      • April 1987 (Revised May 1987)
      • Supplement

      Inland Steel Co. Product Policy (H): Fred Lerner--Inventory Planning and Control

      By: Benson P. Shapiro and Lawrence B. Levine
      Keywords: Asset Management; Metals and Minerals; Steel Industry
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      Shapiro, Benson P., and Lawrence B. Levine. "Inland Steel Co. Product Policy (H): Fred Lerner--Inventory Planning and Control." Harvard Business School Supplement 587-141, April 1987. (Revised May 1987.)
      • spring 1987
      • Article

      Knowledge Management in Organizational Planning

      By: L. Applegate, T. Chen, B. Konsynski and J. Nunamaker
      Keywords: Knowledge Management; Organizations; Planning
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      Applegate, L., T. Chen, B. Konsynski, and J. Nunamaker. "Knowledge Management in Organizational Planning." Journal of Management Information Systems 3, no. 4 (spring 1987): 20–38.
      • March 1987 (Revised March 1989)
      • Case

      Inland Steel Co. Product Policy (I): The Strategic Planning Process and the Capital Budget--Fall 1986

      By: Benson P. Shapiro and Lawrence B. Levine
      Keywords: Capital Budgeting; Strategic Planning; Steel Industry
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      Shapiro, Benson P., and Lawrence B. Levine. "Inland Steel Co. Product Policy (I): The Strategic Planning Process and the Capital Budget--Fall 1986." Harvard Business School Case 587-142, March 1987. (Revised March 1989.)
      • March 1987 (Revised November 1987)
      • Case

      Taiwan 1986: Choices for the Future

      By: George C. Lodge
      Keywords: Economy; Planning; Strategy; Taiwan
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      Lodge, George C. "Taiwan 1986: Choices for the Future." Harvard Business School Case 387-152, March 1987. (Revised November 1987.)
      • February 1987
      • Case

      PBS National Advertising Plan

      By: Stephen A. Greyser
      Keywords: Advertising; Media; Media and Broadcasting Industry
      Citation
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      Greyser, Stephen A. "PBS National Advertising Plan." Harvard Business School Case 587-152, February 1987.
      • January 1987 (Revised January 2002)
      • Case

      Baker Precision Instruments, Inc.

      By: Ramchandran Jaikumar, Roy Shapiro, Donald Rosenfield and Kathryn E. Stecke
      A rapidly growing machine parts manufacturer is trying to decide whether to acquire an advanced Flexible Manufacturing System or Systems. The selection decisions must address the impact of new technology, the effect of setup times on production planning and capacity,... View Details
      Keywords: Information Technology; Cost vs Benefits; Machinery and Machining; Production; Decision Choices and Conditions; Management Systems; Manufacturing Industry; Industrial Products Industry
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      Jaikumar, Ramchandran, Roy Shapiro, Donald Rosenfield, and Kathryn E. Stecke. "Baker Precision Instruments, Inc." Harvard Business School Case 687-052, January 1987. (Revised January 2002.)
      • Article

      Developing Models for Planning Retailer Sales Promotions: An Application to Automobile Dealerships

      By: Anirudh Dhebar, Scott A. Neslin and John A. Quelch
      Citation
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      Dhebar, Anirudh, Scott A. Neslin, and John A. Quelch. "Developing Models for Planning Retailer Sales Promotions: An Application to Automobile Dealerships." Journal of Retailing 63, no. 4 (Winter 1987): 333–364.
      • 01 Jan 1987
      • Conference Presentation

      Executive Support Systems for Hospital Strategic Planning

      By: L. M. Applegate and R. O. Mason
      Keywords: Management Systems; Strategic Planning; Health Care and Treatment; Health Industry
      Citation
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      Applegate, L. M., and R. O. Mason. "Executive Support Systems for Hospital Strategic Planning." Paper presented at the International Conference on Systems Sciences, January 01, 1987.
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