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    • All HBS Web  (1,192)
      • Faculty Publications  (249)

      Strategy FrameworkRemove Strategy Framework →

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      • January 2008 (Revised January 2010)
      • Background Note

      Finding Information for Industry Analysis

      By: Jan W. Rivkin and Ann Cullen
      This note provides detailed instructions on finding resources for conducting industry analysis, with a special focus on resources available at Harvard Business School. It allows students to transition from doing a Five Forces analysis on the basis of a case, where all... View Details
      Keywords: Information; Five Forces Framework; Research; Competitive Strategy; Internet
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      Rivkin, Jan W., and Ann Cullen. "Finding Information for Industry Analysis." Harvard Business School Background Note 708-481, January 2008. (Revised January 2010.)
      • January 2008
      • Article

      Mastering the Management System

      By: Robert S. Kaplan and David P. Norton
      Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and the best strategy in the world will get... View Details
      Keywords: Framework; Management Analysis, Tools, and Techniques; Management Systems; Operations; Performance Improvement; Strategy
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      Kaplan, Robert S., and David P. Norton. "Mastering the Management System." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 62–77.
      • January 2008
      • Article

      Putting Leadership Back into Strategy

      By: Cynthia A. Montgomery
      In recent decades an infusion of economics has lent the study of strategy much needed theory and empirical evidence. Strategy consultants, armed with frameworks and techniques, have stepped forward to help managers analyze their industries and position their companies... View Details
      Keywords: Leadership; Growth and Development Strategy; Managerial Roles; Mission and Purpose; Organizational Change and Adaptation; Creativity; Competitive Strategy; Competitive Advantage
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      Montgomery, Cynthia A. "Putting Leadership Back into Strategy." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 54–60.
      • January 2008
      • Article

      The Five Competitive Forces That Shape Strategy

      By: Michael E. Porter
      This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading. In 1979, a young associate professor at Harvard Business School published his first... View Details
      Keywords: Profit; Five Forces Framework; Industry Growth; Industry Structures; Business and Government Relations; Competitive Strategy
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      Porter, Michael E. "The Five Competitive Forces That Shape Strategy." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 78–93.
      • 2007
      • Casebook

      Managing School Districts for High Performance: Cases in Public Education Leadership

      By: Stacey Childress, Richard F. Elmore, Allen S. Grossman and Susan Moore Johnson
      Managing School Districts for High Performance brings together more than twenty case studies and other readings that offer a powerful and transformative approach to advancing and sustaining the work of school improvement. At the center of this work is the... View Details
      Keywords: Management; Strategy; Leadership; Public Sector; Organizational Design; Education; Performance Improvement
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      Childress, Stacey, Richard F. Elmore, Allen S. Grossman, and Susan Moore Johnson, eds. Managing School Districts for High Performance: Cases in Public Education Leadership. Cambridge, MA: Harvard Education Press, 2007.
      • 2007
      • Book

      When Professionals Have to Lead: A New Model for High Performance

      By: Thomas J. DeLong, John J. Gabarro and Robert Lees
      For too long, professional services firms (PSFs) have relied on the "producer-manager" model, which works well in uncomplicated business environments. However, today's managing directors must balance conflicting roles, more demanding clients, tougher competitors, and... View Details
      Keywords: Leadership; Management Practices and Processes; Service Operations; Performance Effectiveness; Strategy
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      DeLong, Thomas J., John J. Gabarro, and Robert Lees. When Professionals Have to Lead: A New Model for High Performance. Harvard Business School Press, 2007.
      • August 2007 (Revised September 2008)
      • Case

      Baker & McKenzie (A): A New Framework for Talent Management

      By: Boris Groysberg and Eliot Sherman
      Describes the process by which the largest law firm in the world developed a unique framework for personnel management. In 2004, John Conroy is about to take the reigns as the leader of Baker and McKenzie, the largest law firm in the world by employees, with offices in... View Details
      Keywords: Talent and Talent Management; Framework; Cross-Cultural and Cross-Border Issues; Retention; Management Analysis, Tools, and Techniques; Adoption; Legal Services Industry
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      Groysberg, Boris, and Eliot Sherman. "Baker & McKenzie (A): A New Framework for Talent Management." Harvard Business School Case 408-008, August 2007. (Revised September 2008.)
      • 2007
      • Text Book

      Business Analysis and Valuation: Using Financial Statements

      By: Paul M. Healy and Krishna G. Palepu
      Financial statements are the basis for a wide range of business analysis. Managers, securities analysts, bankers, and consultants all use them to make business decisions. There is strong demand among business students for course materials that provide a framework for... View Details
      Keywords: Valuation; Framework; Decision Choices and Conditions; Financial Statements
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      Healy, Paul M., and Krishna G. Palepu. Business Analysis and Valuation: Using Financial Statements. 4th ed. Mason, OH: Thomson South-Western, 2007.
      • July 2007 (Revised September 2009)
      • Case

      CEMEX (A): Building the Global Framework (1985-2004)

      By: Rosabeth M. Kanter, Pamela Yatsko and Ryan Raffaelli
      CEMEX grew through acquisitions from a Latin American to a global company under the leadership of a CEO who believed in the importance of a "one enterprise" culture and benchmarking against world standards. As the CEO ponders an acquisition that would double the... View Details
      Keywords: Mergers and Acquisitions; Competency and Skills; Globalized Firms and Management; Growth and Development Strategy; Organizational Change and Adaptation; Integration; Latin America
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      Kanter, Rosabeth M., Pamela Yatsko, and Ryan Raffaelli. "CEMEX (A): Building the Global Framework (1985-2004)." Harvard Business School Case 308-022, July 2007. (Revised September 2009.)
      • 2007
      • Working Paper

      Innovation through Global Collaboration: A New Source of Competitive Advantage

      By: Alan MacCormack, Theodore Forbath, Peter Brooks and Patrick Kalaher
      Many recent studies highlight the need to rethink the way we manage innovation. Traditional approaches, based on the assumption that the creation and pursuit of new ideas is best accomplished by a centralized and collocated R&D team, are rapidly becoming outdated.... View Details
      Keywords: Collaborative Innovation and Invention; Groups and Teams; Research and Development; Performance Improvement; Management Practices and Processes; Partners and Partnerships; Competency and Skills; Framework; Competitive Advantage; Global Strategy; Opportunities; Cost
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      MacCormack, Alan, Theodore Forbath, Peter Brooks, and Patrick Kalaher. "Innovation through Global Collaboration: A New Source of Competitive Advantage." Harvard Business School Working Paper, No. 07-079, July 2007. (revised August 2007.)
      • May 2007
      • Article

      Location Strategies and Knowledge Spillovers

      By: Juan Alcacer and Wilbur Chung
      Given the importance of proximity for knowledge spillovers, we examine firms' location choices expecting differences in firms' strategies. Firms will locate to maximize their net spillovers as a function of locations' knowledge activity, their own capabilities, and... View Details
      Keywords: Business Strategy; Corporate Strategy; For-Profit Firms; Knowledge Management; Research and Development; Organizational Change and Adaptation; Disruptive Innovation; Five Forces Framework; Cost Management; Technology; Competition; United States
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      Alcacer, Juan, and Wilbur Chung. "Location Strategies and Knowledge Spillovers." Management Science 53, no. 5 (May 2007): 760–776.
      • December 2006 (Revised August 2007)
      • Background Note

      Understanding Industry Structure

      By: Michael E. Porter
      Examines the structural determinants of industry attractiveness (the Five Forces framework) and the implications of industry structure for strategy. View Details
      Keywords: Five Forces Framework; Industry Structures; Competitive Strategy
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      Porter, Michael E. "Understanding Industry Structure." Harvard Business School Background Note 707-493, December 2006. (Revised August 2007.)
      • Article

      Strategy Frameworks and Teaching Antitrust to Business Students

      By: Felix Oberholzer-Gee and Dennis Yao
      Keywords: Strategy; Framework; Teaching; Business Education
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      Oberholzer-Gee, Felix, and Dennis Yao. "Strategy Frameworks and Teaching Antitrust to Business Students." Antitrust (American Bar Association) 21, no. 1 (Fall 2006): 13–15. (Harvard users click here for full text.)
      • March 2006
      • Module Note

      Exchange Rates and Firms

      By: Mihir A. Desai and Kathleen Luchs
      Describes a core module in the International Finance course at Harvard Business School. The module focuses on how firms identify, measure, and manage currency exposures. The cases first introduce students to foreign exchange exposures and the tools used to manage... View Details
      Keywords: International Finance; Currency Exchange Rate; Corporate Finance
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      Desai, Mihir A., and Kathleen Luchs. "Exchange Rates and Firms." Harvard Business School Module Note 206-123, March 2006.
      • March 2006
      • Course Overview Note

      International Finance: A Course Overview Note

      By: Mihir A. Desai
      Describes the International Finance course at Harvard Business School, which argues that the forces of globalization have fundamentally changed the scope and activities of firms, thereby altering the practice of finance within these firms. As a consequence of an... View Details
      Keywords: Multinational Firms and Management; Business Ventures; Integration; Change Management; Decision Choices and Conditions; Investment; Risk Management; Competitive Advantage; Motivation and Incentives; International Finance; Capital Markets
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      Desai, Mihir A. "International Finance: A Course Overview Note." Harvard Business School Course Overview Note 206-107, March 2006.​
      • July 2005 (Revised February 2011)
      • Case

      Tanpin Kanri: Retail Practice at Seven-Eleven Japan

      By: Rajiv Lal and Arar Han
      Toshifumi Suzuki, chairman and CEO of Seven and I Holding Co., was widely credited as the mastermind behind Seven-Eleven Japan's spectacular rise. Although Seven-Eleven Japan began as a small licensee of U.S. convenience store chain 7-Eleven, Inc. (then Southland... View Details
      Keywords: Framework; Growth and Development Strategy; Management Practices and Processes; Demand and Consumers; Distribution; Logistics; Technology; Retail Industry; Japan
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      Lal, Rajiv, and Arar Han. "Tanpin Kanri: Retail Practice at Seven-Eleven Japan." Harvard Business School Case 506-002, July 2005. (Revised February 2011.)
      • April 2005 (Revised April 2005)
      • Background Note

      Corporate Strategy: Course Introduction

      By: Bharat N. Anand
      Describes the objectives of the Corporate Strategy course; the conceptual framework used in the course; some central principles of corporate strategy that emerge from this framework; and the modular structure of the course, together with the topics each module covers. View Details
      Keywords: Curriculum and Courses; Framework; Corporate Strategy
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      Anand, Bharat N. "Corporate Strategy: Course Introduction." Harvard Business School Background Note 705-482, April 2005. (Revised April 2005.)
      • 2005
      • Article

      Increasing Exploration: Evidence from International Expansion

      By: Juan Alcacer, Heather Berry and Wilbur Chung
      While firms balance exploitation and exploration to maximize profits, specifics of how firms pursue this balance are scarce. We focus on how firms increase their exploration after obtaining greater capabilities and experience via sequential international expansion.... View Details
      Keywords: Price Bubble; Growth and Development Strategy; Growth Management; Industry Growth; Research and Development; Profit; Organizational Change and Adaptation; Knowledge Use and Leverage; Disruptive Innovation; Five Forces Framework; SWOT Analysis; Duopoly and Oligopoly; Manufacturing Industry; Japan; United States
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      Alcacer, Juan, Heather Berry, and Wilbur Chung. "Increasing Exploration: Evidence from International Expansion." Academy of Management Best Paper Proceedings (2005): D1–D6.
      • 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.
      • 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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