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      • Faculty Publications  (504)

      Performance EvaluationsRemove Performance Evaluations →

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      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 12: Aligning Performance Goals and Incentives

      By: Robert Simons
      This module reading explains how managers use performance goals and incentives to ensure that employee actions align with the overall business strategy of the organization. The module begins by discussing how managers use goals to communicate business strategy, the... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Goals; Performance Measures; Incentives; Benchmarks; Motivation; Compensation; Bonuses; Strategy
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      Simons, Robert. "Strategy Execution Module 12: Aligning Performance Goals and Incentives." Harvard Business School Module Note 117-112, November 2016. (Revised December 2016.)
      • Article

      Overcoming the Outcome Bias: Making Intentions Matter

      By: Ovul Sezer, Ting Zhang, Francesca Gino and Max Bazerman
      People often make the well-documented mistake of paying too much attention to the outcomes of others’ actions while neglecting information about the original intentions leading to those outcomes. In five experiments, we examine interventions aimed at reducing this... View Details
      Keywords: Outcome Bias; Intentions; Joint Evaluation; Judgment; Separate Evaluation; Goals and Objectives; Prejudice and Bias; Judgments; Performance Evaluation; Outcome or Result
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      Sezer, Ovul, Ting Zhang, Francesca Gino, and Max Bazerman. "Overcoming the Outcome Bias: Making Intentions Matter." Organizational Behavior and Human Decision Processes 137 (November 2016): 13–26.
      • October 2016 (Revised October 2017)
      • Case

      Misaki Capital and Sangetsu Corporation

      By: Ian Gow, Charles C.Y. Wang, Naoko Jinjo and Nobuo Sato
      Japan’s corporate culture has traditionally prioritized the interests of stakeholders such as customers, employees, and suppliers over those of shareholders. After a decades-long economic slump, Japan’s government has revitalized efforts to improve corporate governance... View Details
      Keywords: Activist Investing; Constructivist Investing; Japan; Valuation; Stock Screens; Return On Equity; Investment; Business and Stakeholder Relations; Corporate Governance; Financial Strategy; Business and Shareholder Relations; Japan
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      Gow, Ian, Charles C.Y. Wang, Naoko Jinjo, and Nobuo Sato. "Misaki Capital and Sangetsu Corporation." Harvard Business School Case 117-007, October 2016. (Revised October 2017.)
      • October 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 6: Evaluating Strategic Profit Performance

      By: Robert Simons
      This module reading demonstrates how to calculate and analyze the profit generated by different business strategies. Formulas and examples are provided to calculate profit generated by changes in market share, revenue growth, efficiency improvements, and support costs.... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Evaluating Business Performance; Profitability Analysis; Variance Analysis; Measuring Effectiveness; Measuring Efficiency; Activity-Based Costing; Flexible Budget; Accounting; Strategy
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      Simons, Robert. "Strategy Execution Module 6: Evaluating Strategic Profit Performance." Harvard Business School Module Note 117-106, October 2016. (Revised December 2016.)
      • October 2016 (Revised February 2019)
      • Module Note

      Strategy Execution Module 5: Building a Profit Plan

      By: Robert Simons
      This module reading describes how to build a profit plan to reflect the strategy of a business in economic terms. After introducing the profit wheel, cash wheel, and ROE wheel, the module illustrates how to use a profit plan to assess the viability of different... View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Profit Planning; Cash Flow Analysis; Asset Utilization; Return On Equity; Business Planning; Testing Strategy; Analyzing Strategic Alternative; Strategy; Asset Management; Cash Flow; Investment Return; Management Systems; Profit
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      Simons, Robert. "Strategy Execution Module 5: Building a Profit Plan." Harvard Business School Module Note 117-105, October 2016. (Revised February 2019.)
      • October 2016
      • Article

      Technical Debt and System Architecture: The Impact of Coupling on Defect-related Activity

      By: Alan MacCormack and Daniel J. Sturtevant
      Technical debt is created when design decisions that are expedient in the short-term increase the costs of maintaining and adapting this system in future. An important component of technical debt relates to decisions about system architecture. As systems grow and... View Details
      Keywords: Information Infrastructure; Performance Efficiency; Applications and Software; Infrastructure
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      MacCormack, Alan, and Daniel J. Sturtevant. "Technical Debt and System Architecture: The Impact of Coupling on Defect-related Activity." Journal of Systems and Software 120 (October 2016): 170–182. (Received 31 May 2015. Revised 28 May 2016. Accepted 4 June 2016.)
      • 2017
      • Article

      The Impact of Training Informal Healthcare Providers in India: A Randomized Controlled Trial

      By: Jishnu Das, Abhijit Chowdhury, Reshmaan Hussam and Abhijit Banerjee
      Health care providers without formal medical qualifications provide more than 70% of all primary care in rural India. Training these informal providers may be one way to improve the quality of care where few alternatives exist. We report on a randomized controlled... View Details
      Keywords: Health Care; India; Business Training; RCT; Health Care and Treatment; Training; Performance Evaluation; Performance Improvement; India
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      Das, Jishnu, Abhijit Chowdhury, Reshmaan Hussam, and Abhijit Banerjee. "The Impact of Training Informal Healthcare Providers in India: A Randomized Controlled Trial." Science 354, no. 6308 (October 7, 2016): 80.
      • September 2016 (Revised October 2018)
      • Case

      Springfield Hospital

      By: Susanna Gallani and Robert Kaplan
      One of the key roles of costing systems is to support the evaluation of performance and facilitate appropriate resource allocations. Through participation in a comparative cost study, management at Springfield Hospital, known for its heavy focus on operational... View Details
      Keywords: Time-Driven Activity-Based Costing; Variance Analysis; Activity Based Costing and Management; Health Care and Treatment; Health Industry
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      Gallani, Susanna, and Robert Kaplan. "Springfield Hospital." Harvard Business School Case 117-025, September 2016. (Revised October 2018.)
      • September 2016
      • Supplement

      ZenRecruit: Sales Coaching and Performance Reviews

      By: Mark N. Roberge
      Amara Kaggwa leads the small but rapidly expanding sales team at ZenRecruit, a recruiting software application used by small businesses. Armed with six months of sales performance metrics, Kaggwa is preparing for her monthly performance conversations with two... View Details
      Keywords: Business or Company Management; Salesforce Management; Applications and Software; Employees; Performance Evaluation; Information Technology Industry; Retail Industry
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      Roberge, Mark N. "ZenRecruit: Sales Coaching and Performance Reviews." Harvard Business School Spreadsheet Supplement 817-704, September 2016.
      • September 2016
      • Case

      Designing Performance Metrics at GoDaddy

      By: C. Fritz Foley and Michael Lemm
      Scott Wagner has recently joined GoDaddy, a leading provider of cloud-based software and services that helped individuals and small businesses establish a web presence, in the dual role of chief operating officer and chief financial officer. One of his first tasks is... View Details
      Keywords: Motivation and Incentives; Management Practices and Processes; Performance Evaluation; Compensation and Benefits; Web Services Industry
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      Foley, C. Fritz, and Michael Lemm. "Designing Performance Metrics at GoDaddy." Harvard Business School Case 217-004, September 2016.
      • 2016
      • Book

      Innovation Equity: Assessing and Managing the Monetary Value of New Products and Services

      By: Elie Ofek, Eitan Muller and Barak Libai
      This book bridges the gap between what academics know, and what innovation stakeholders—from managers, to investors, to analysts, to consumers—need to know about how new products and services are expected to perform in the marketplace. The book develops a compelling... View Details
      Keywords: Innovation; Technology Diffusion; New Products; Customer Lifetime Value; Monetization Strategy; Social Influence; Innovation Adoption; Forecasting Demand; Commercialization; Marketing Strategy; Practice; Customer Value and Value Chain; Research; Innovation and Management; Technology Adoption; Forecasting and Prediction; Product Development
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      Ofek, Elie, Eitan Muller, and Barak Libai. Innovation Equity: Assessing and Managing the Monetary Value of New Products and Services. University of Chicago Press, 2016.
      • September 2016 (Revised March 2017)
      • Module Note

      Strategy Execution Module 3: Using Information for Performance Measurement and Control

      By: Robert Simons
      This module reading explains how managers use information to control critical business processes and outcomes. The analysis begins by illustrating how managers use information to communicate goals and track performance. Then the focus turns to the choices that managers... View Details
      Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Organization Process; Feedback Model; Innovation; Uses Of Information; Big Data; Benchmarking; Decision Making; Information; Performance Evaluation; Analytics and Data Science
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      Simons, Robert. "Strategy Execution Module 3: Using Information for Performance Measurement and Control." Harvard Business School Module Note 117-103, September 2016. (Revised March 2017.)
      • 2019
      • Working Paper

      Improving Working Conditions in Global Supply Chains: The Role of Institutional Environments and Monitoring Program Design

      By: Jodi L. Short, Michael W. Toffel and Andrea R. Hugill
      Activism seeking to improve labor conditions in global supply chains has led transnational corporations to adopt codes of conduct and monitor suppliers for compliance, but it is unclear whether these formal organizational structures raise labor standards. Drawing on... View Details
      Keywords: Monitoring; Supplier Relationship; Sustainability; Sustainability Management; Sustainable Operations; Sustainable Supply Chains; NGO; Globalization; Corporate Accountability; Operations; Supply Chain; Supply Chain Management; Labor; Working Conditions; Business Processes; Corporate Social Responsibility and Impact; Performance Evaluation; Safety; Risk and Uncertainty; Apparel and Accessories Industry; Electronics Industry; China; Indonesia; India; Bangladesh
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      Short, Jodi L., Michael W. Toffel, and Andrea R. Hugill. "Improving Working Conditions in Global Supply Chains: The Role of Institutional Environments and Monitoring Program Design." Harvard Business School Working Paper, No. 17-001, July 2016. (Revised September 2019. Formerly titled "Code Contingencies: Designing Monitoring Regimes to Promote Improvement in Supply Chain Working Conditions" and "Beyond Symbolic Responses to Private Politics.")
      • May 2016
      • Case

      Revitalizing State Bank of India

      By: Srikant M. Datar, N. M. Bhatta, Rishikesha T. Krishnan and Rachna Tahilyani
      State Bank of India is India’s oldest and largest bank with the government of India as its majority shareholder. Arundhati Bhattacharya, a 35-year veteran of the bank, is appointed as its chairman in October 2013. Her appointment coincides with Moody’s downgrading the... View Details
      Keywords: Change Management; Transformation; Communication Strategy; Leadership Style; Organizational Culture; Organizational Change And Adaptation; Performance Evaluation; Culture; Corporate Social Responsibility And Impact; Human Resources; Employees; Compensation And Benefits; Recruiting; Capital Markets; Performance Expectations; Financial Services Industry; Asia; India
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      Datar, Srikant M., N. M. Bhatta, Rishikesha T. Krishnan, and Rachna Tahilyani. "Revitalizing State Bank of India." Harvard Business School Case 116-043, May 2016.
      • May 2016 (Revised August 2022)
      • Case

      RegionFly: Cutting Costs in the Airline Industry

      By: Susanna Gallani and Eva Labro
      RegionFly is a small, private airline specializing in ultra-premium services. Founded shortly after the "Golden Age of airline travel," RegionFly's financial performance had been strong for several decades. More recently, however, the results have taken a downward... View Details
      Keywords: Recession; Downsizing; Profitability; Cost Management; Profit; Luxury; Competitive Strategy; Mergers and Acquisitions; Business Divisions; Logistics; Decision Making; Strategic Planning; Air Transportation Industry
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      Gallani, Susanna, and Eva Labro. "RegionFly: Cutting Costs in the Airline Industry." Harvard Business School Case 116-047, May 2016. (Revised August 2022.)
      • May 2016
      • Article

      When Performance Trumps Gender Bias: Joint Versus Separate Evaluation

      By: Iris Bohnet, Alexandra van Geen and Max Bazerman
      We examine a new intervention to overcome gender biases in hiring, promotion, and job assignments: an "evaluation nudge," in which people are evaluated jointly rather than separately regarding their future performance. Evaluators are more likely to focus on individual... View Details
      Keywords: Prejudice and Bias; Selection and Staffing; Decision Choices and Conditions; Performance; Gender
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      Bohnet, Iris, Alexandra van Geen, and Max Bazerman. "When Performance Trumps Gender Bias: Joint Versus Separate Evaluation." Management Science 62, no. 5 (May 2016): 1225–1234.
      • April 2016 (Revised December 2016)
      • Case

      The Container Store

      By: Tatiana Sandino, Zeynep Ton and Aldo Sesia
      The Container Store (TCS) is a Texas-based retailer of organization and storage solutions. The company prides itself in taking care of its employees first, and its cofounder and CEO Kip Tindell practices Conscious Capitalism. Since its beginnings in 1978, TCS grew to a... View Details
      Keywords: Culture; Conscious Capitalism; Merchandising; Customer Focus and Relationships; Growth and Development Strategy; Operations; Service Delivery; Going Public; Performance Evaluation; Performance Productivity; Retail Industry; United States
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      Sandino, Tatiana, Zeynep Ton, and Aldo Sesia. "The Container Store." Harvard Business School Case 116-020, April 2016. (Revised December 2016.)
      • March 2016 (Revised June 2017)
      • Case

      Transition at DataCo?

      By: Frank V. Cespedes and Carin-Isabel Knoop
      The founder of a data analytics company, Stefan Brecht, has several issues with his key business developer and head of marketing and sales, Tamara Smithson. Smithson, an early hire who had been instrumental in building the firm; operates as an individual contributor;... View Details
      Keywords: Sales Management; Selling; Entrepreneurial Ventures; Performance Management; Professional Services; Salesforce Management; Sales; Marketing; Performance; Consulting Industry; United States; France
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      Cespedes, Frank V., and Carin-Isabel Knoop. "Transition at DataCo?" Harvard Business School Case 816-058, March 2016. (Revised June 2017.)
      • February 2016
      • Teaching Note

      Advanced Leadership Pathways: David Weinstein and Write the World

      By: Rosabeth Moss Kanter, Tessa Natanay Hamilton and Ai-Ling Jamila Malone
      Following a successful career as a lawyer, Chief Administrative Officer of Fidelity Investments, and law school instructor, David Weinstein became a 2011 Advanced Leadership Fellow at Harvard University. During his Advanced Leadership Fellowship he conceived an idea to... View Details
      Keywords: Student Evaluation; Feedback; Online; Leadership; Change Management; Social Enterprise; Entrepreneurship; Education; Leadership Development; Knowledge Sharing; Performance Evaluation; Secondary Education; Middle School Education
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      Kanter, Rosabeth Moss, Tessa Natanay Hamilton, and Ai-Ling Jamila Malone. "Advanced Leadership Pathways: David Weinstein and Write the World." Harvard Business School Teaching Note 316-037, February 2016.
      • December 2015
      • Case

      Difficult Conversations and Dealing with Challenging Situations at Work: The Questionable Contributions

      By: Boris Groysberg and Ann Leamon
      Keywords: Organization Behavior; Feedback; Communication; Interpersonal Communication; Organizations; Performance Evaluation
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      Groysberg, Boris, and Ann Leamon. "Difficult Conversations and Dealing with Challenging Situations at Work: The Questionable Contributions." Harvard Business School Case 416-035, December 2015.
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