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    • All HBS Web  (625)
      • Faculty Publications  (134)

      Appropriation StrategyRemove Appropriation Strategy →

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      • February 2025 (Revised April 2025)
      • Case

      Institutional Neutrality, Restraint or Convenience?

      By: Clayton S. Rose, Nicole Zelazko and Alexis Lefort
      In the fall of 2023 and winter of 2024, college campuses across the U.S. experienced protests and encampments in the aftermath of the October 7, 2023 terrorist attack on Israel by the Islamist militant group Hamas, and Israel’s subsequent invasion of Gaza. These... View Details
      Keywords: Distribution; Cost vs Benefits; Ethics; Governance; Leadership; Crisis Management; Risk Management; Corporate Social Responsibility and Impact; Mission and Purpose; Organizational Change and Adaptation; Organizational Culture; Civil Society or Community; Social Issues; Adaptation; Disruption; Communication Strategy; Higher Education; United States
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      Rose, Clayton S., Nicole Zelazko, and Alexis Lefort. "Institutional Neutrality, Restraint or Convenience?" Harvard Business School Case 325-022, February 2025. (Revised April 2025.)
      • January 2025
      • Case

      A Tiger in the Tank: Exxon Sues Investors

      By: Clayton S. Rose, Sarah Sasso and James Weber
      In June 2024, investors were trying to make sense of ExxonMobil’s (Exxon) lawsuit against two impact investors, Arjuna Capital (Arjuna) and Follow This, that had just been dismissed by the U.S. District Court of Northern Texas. Exxon’s suit challenged the rights of two... View Details
      Keywords: Disruption; Talent and Talent Management; Customer Satisfaction; Decision Making; Demographics; Ethics; Corporate Accountability; Employees; Recruitment; Retention; Leadership; Crisis Management; Risk Management; Corporate Social Responsibility and Impact; Mission and Purpose; Organizational Change and Adaptation; Civil Society or Community; Social Issues; Adaptation; Investment Activism; Lawsuits and Litigation; Business and Shareholder Relations; Medical Devices and Supplies Industry; Health Industry; Energy Industry; United States; Netherlands; Norway
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      Rose, Clayton S., Sarah Sasso, and James Weber. "A Tiger in the Tank: Exxon Sues Investors." Harvard Business School Case 325-015, January 2025.
      • Fall 2024
      • Article

      The Three Traps That Stymie Reinvention: Organizational Identity, Architecture, and Collaboration Can Be Either Assets or Liabilities to Pursuing Growth in New Sectors

      By: Ryan Raffaelli
      In more than a decade of researching innovation, I have observed how organizations respond to new opportunities, technological changes, or unexpected market shifts that threaten to upend their current business model. This process, which I call reinvention, may occur... View Details
      Keywords: Innovation And Strategy; Change Leadership; Collaboration; Architecture; Transformation; Disruption; Leading Change; Innovation Strategy; Identity; Organizational Culture; Organizational Structure
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      Raffaelli, Ryan. "The Three Traps That Stymie Reinvention: Organizational Identity, Architecture, and Collaboration Can Be Either Assets or Liabilities to Pursuing Growth in New Sectors." MIT Sloan Management Review 66, no. 1 (Fall 2024): 46–52. (Cover story.)
      • July 2024
      • Module Note

      Organization: Managing the Corporation

      By: David J. Collis
      Ongoing management of the corporate portfolio is critical to realizing value in diversified companies. This requires designing and administering structures, systems, and processes appropriate for the set of businesses and the resources that underpin value creation... View Details
      Keywords: Organization; Corporate Strategy; Business Conglomerates; Business or Company Management; Diversification; Value Creation; Corporate Governance; Business Units
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      Collis, David J. "Organization: Managing the Corporation." Harvard Business School Module Note 724-495, July 2024.
      • July 2024
      • Module Note

      The Scope of the Corporation

      By: David J. Collis
      Every company, regardless of size or configuration, has to make decisions about the appropriate scope of its operations. In fact, the issue is so fundamental that Ronald Coase won the Nobel Prize in Economics for merely asking the question, “what determines the scope... View Details
      Keywords: Corporate Strategy; Mission and Purpose
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      Collis, David J. "The Scope of the Corporation." Harvard Business School Module Note 724-494, July 2024.
      • April 2024 (Revised December 2024)
      • Case

      Anthropic: Building Safe AI

      By: Shikhar Ghosh and Shweta Bagai
      In late 2024, Anthropic, a leading AI safety and research company, achieved a significant breakthrough with computer use capabilities that allowed AI to interact with computers like humans. Co-founded by former OpenAI employees and known for its generative AI... View Details
      Keywords: AI and Machine Learning; Corporate Accountability; Corporate Social Responsibility and Impact; Business Growth and Maturation; Corporate Strategy; Technology Industry; United States
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      Ghosh, Shikhar, and Shweta Bagai. "Anthropic: Building Safe AI." Harvard Business School Case 824-129, April 2024. (Revised December 2024.)
      • February 2024
      • Teaching Note

      Accelerating with Caution: Forecasting and Managing birddogs' Growth (A) and (B)

      By: Mark Egan
      Teaching Note for HBS Case Nos. 224-023 and 224-024. As 2017 was drawing to a close, birddogs’ founder and CEO, Peter Baldwin, was working with his CFO Jack Sullivan to prepare for 2018. A nascent direct-to-consumer apparel brand, birddogs had carved its niche in men’s... View Details
      Keywords: Inventory Management; Forecasting Demand; Financial Constraints; Apparel; Startups; Corporate Finance; Forecasting and Prediction; Working Capital; Financing and Loans; Organizational Change and Adaptation; Demand and Consumers; Apparel and Accessories Industry; United States
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      Egan, Mark. "Accelerating with Caution: Forecasting and Managing birddogs' Growth (A) and (B)." Harvard Business School Teaching Note 224-071, February 2024.
      • September 2023
      • Supplement

      Accelerating with Caution: Forecasting and Managing birddogs’ Growth (B)

      By: Mark Egan
      As 2017 was drawing to a close, birddogs’ founder and CEO, Peter Baldwin, was working with his CFO Jack Sullivan to prepare for 2018. Their task at hand? To predict the demand for their product in the coming season, determine the appropriate investments in working... View Details
      Keywords: Working Capital; Forecasting and Prediction; Expansion; Production; Apparel and Accessories Industry
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      Egan, Mark. "Accelerating with Caution: Forecasting and Managing birddogs’ Growth (B)." Harvard Business School Supplement 224-024, September 2023.
      • December 2022
      • Supplement

      Freelancer, Ltd. Case Supplement

      By: Christopher Stanton, Karim R. Lakhani, Jin Hyun Paik and Nina Cohodes
      Over the course of the 2010s, the rapid advancement of mobile technologies and the rise of online freelancing platforms seemed to portend a radical transformation of labor markets into on-demand, flexible talent pools. Even though several Fortune 500 companies,... View Details
      Keywords: Labor Markets; Freelancers; Change Management; Corporate Entrepreneurship; Globalized Firms and Management; Human Capital; Employment; Digital Platforms; Global Range; Adoption; Governing Rules, Regulations, and Reforms; Growth and Development Strategy; Computer Industry; Electronics Industry; Employment Industry; Information Industry; Australia; United States; Philippines
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      Stanton, Christopher, Karim R. Lakhani, Jin Hyun Paik, and Nina Cohodes. "Freelancer, Ltd. Case Supplement." Harvard Business School Multimedia/Video Supplement 823-707, December 2022. (Click here to access this case.)
      • 2022
      • Report

      Competitiveness Roadmap for India@100

      By: Michael E. Porter and Christian H.M. Ketels
      The Competitiveness Roadmap for India lays out policy principles to guide India's efforts to move towards middle-income and beyond over the next 25 years. It covers a discussion of appropriate outcome ambitions, the underlying development approach, specific policy... View Details
      Keywords: Economic Growth; Strategy; Competition; Policy; Government Administration; India
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      Porter, Michael E., and Christian H.M. Ketels. "Competitiveness Roadmap for India@100." Report, Institute for Competitiveness, India, September 2022.
      • September–October 2022
      • Article

      Seeking Purity, Avoiding Pollution: Strategies for Moral Career Building

      By: Erin Reid and Lakshmi Ramarajan
      This study builds theory on how people construct moral careers. Analyzing interviews with 102 journalists, we show how people build moral careers by seeking jobs that allow them to fulfill both the institution’s moral obligations and their own material aims. We... View Details
      Keywords: Personal Development and Career; Moral Sensibility
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      Reid, Erin, and Lakshmi Ramarajan. "Seeking Purity, Avoiding Pollution: Strategies for Moral Career Building." Organization Science 33, no. 5 (September–October 2022): 1909–1937.
      • August 2022
      • Case

      In-Q-Tel: Innovation On A Mission

      By: Joshua Lev Krieger and Josh Lerner
      In 2022, the leaders of In-Q-Tel (IQT) considered what was next for the unique mission-driven organization. Since 1999, IQT had one mission: to be the most sophisticated source of strategic technical knowledge and capabilities to the U.S. government and its allies. IQT... View Details
      Keywords: Mission and Purpose; National Security; Technological Innovation; Research; Geopolitical Units; Risk Management; Recruitment; Growth and Development Strategy; Venture Capital; Knowledge Management; Information Industry; Banking Industry
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      Krieger, Joshua Lev, and Josh Lerner. "In-Q-Tel: Innovation On A Mission." Harvard Business School Case 823-031, August 2022.
      • April 6, 2022
      • Article

      5 Principles of Purposeful Leadership

      By: Hubert Joly
      The traditional model of the leader-hero who saves the day, knows it all, is the smartest person in the room, and is too often driven by power, fame, glory, or money is not appropriate in today’s environment. People today expect a different kind of leader. While each... View Details
      Keywords: Leadership, Personal Strategy & Style; Purpose; Roles; Authenticity; Leadership; Values and Beliefs; Leadership Style
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      Joly, Hubert. "5 Principles of Purposeful Leadership." Harvard Business Review Digital Articles (April 6, 2022).
      • February 2022
      • Case

      US Foods: Driving Post-Pandemic Success?

      By: David E. Bell, Olivia Hull and Amy Klopfenstein
      In November 2021, US Foods CEO Pietro Satriano must decide his company’s trajectory following the COVID-19 pandemic. US Foods suffered due to business closures and social distancing during the height of the pandemic. While the situation improved following the return of... View Details
      Keywords: COVID-19 Pandemic; Agribusiness; Food; Goods and Commodities; Jobs and Positions; Job Design and Levels; Job Offer; Labor; Employment; Human Capital; Wages; Working Conditions; Operations; Distribution Channels; Order Taking and Fulfillment; Infrastructure; Logistics; Product Development; Diversification; Product Design; Service Delivery; Service Operations; Supply Chain Management; Social Psychology; Motivation and Incentives; Transportation; Truck Transportation; Transportation Networks; Agriculture and Agribusiness Industry; Distribution Industry; Food and Beverage Industry; Transportation Industry; United States
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      Bell, David E., Olivia Hull, and Amy Klopfenstein. "US Foods: Driving Post-Pandemic Success?" Harvard Business School Case 522-023, February 2022.
      • 2020
      • Working Paper

      Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 7 The Value Structure of Technologies, Part 2: Strategy without Numbers

      By: Carliss Y. Baldwin
      Functional analysis as set forth in the last chapter decomposes a technical system into functional components that do things to advance the system’s purpose and the goals of its designers. Functional analysis in turn can be used to construct value structure maps... View Details
      Keywords: Modularity; Value Structure Mapping; Value Capture; Information Technology; Organizations; Strategy; Value Creation
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      Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 7 The Value Structure of Technologies, Part 2: Strategy without Numbers." Harvard Business School Working Paper, No. 21-040, September 2020.
      • January 2020 (Revised January 2025)
      • Case

      Freelancer, Ltd.

      By: Christopher Stanton, Karim R. Lakhani, Jennifer L. Hoffman, Jin Hyun Paik and Nina Cohodes
      Over the course of the 2010s, the rapid advancement of mobile technologies and the rise of online freelancing platforms seemed to portend a radical transformation of labor markets into on-demand, flexible talent pools. Even though several Fortune 500... View Details
      Keywords: Freelancers; Platforms; Digital Labor; Labor; Human Resources; Management; Internet and the Web; Growth and Development Strategy; Digital Platforms; Information Industry; Australia; United States; Philippines
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      Stanton, Christopher, Karim R. Lakhani, Jennifer L. Hoffman, Jin Hyun Paik, and Nina Cohodes. "Freelancer, Ltd." Harvard Business School Case 820-075, January 2020. (Revised January 2025.)
      • 2020
      • Working Paper

      Digital Experimentation and Startup Performance: Evidence from A/B Testing

      By: Rembrand Koning, Sharique Hasan and Aaron Chatterji
      Recent work argues that experimentation is the appropriate framework for entrepreneurial strategy. We investigate this proposition by exploiting the time-varying adoption of A/B testing technology, which has drastically reduced the cost of experimentally testing... View Details
      Keywords: Experimentation; A/B Testing; Data-driven Decision-making; Entrepreneurship; Strategy; Business Startups; Information Technology; Performance
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      Koning, Rembrand, Sharique Hasan, and Aaron Chatterji. "Digital Experimentation and Startup Performance: Evidence from A/B Testing." Harvard Business School Working Paper, No. 20-018, August 2019. (Revised September 2020. SSRN Working Paper Series, No. 3440291, August 2019)
      • July 2019
      • Case

      Christmas Inc. (A)

      By: Susanna Gallani, Gregory Sabin, Lexor Adams and Nicholas Haberling
      Santa Claus is facing increasing pressures to contain costs. The economic model that has worked for centuries is starting to show some cracks, to the point that he is considering outsourcing part of its toy production. Evaluating the bids his team collected from... View Details
      Keywords: Costing; Production; Cost; Analysis; Decision Making; Strategy
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      Gallani, Susanna, Gregory Sabin, Lexor Adams, and Nicholas Haberling. "Christmas Inc. (A)." Harvard Business School Case 120-009, July 2019.
      • January 2019 (Revised March 2020)
      • Case

      Blackstone Alternative Asset Management in 2018

      By: Emil Siriwardane, Luis M. Viceira and Shawn O'Brien
      In early 2018, Blackstone announced that John McCormick would succeed Tom Hill as President and Chief Executive Officer of Blackstone Alternative Asset Management (BAAM), the largest fund-of-hedge funds in the world by a sizeable margin. As new CEO, McCormick must... View Details
      Keywords: Asset Management; Expansion; Strategy; Decision Choices and Conditions; Financial Services Industry
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      Siriwardane, Emil, Luis M. Viceira, and Shawn O'Brien. "Blackstone Alternative Asset Management in 2018." Harvard Business School Case 219-063, January 2019. (Revised March 2020.)
      • October 2018
      • Case

      Recipe for Success: Growth and Evolution at Cafe Cupcake

      By: Anthony Mayo and Heather Beckham
      Café Cupcake (CC) is a fast-casual restaurant chain that offers artisan cupcakes and light fare throughout the southeastern United States and Texas. This case chronicles the growth and evolution of Café Cupcake. It also considers the specific human resource challenges... View Details
      Keywords: Growth and Development Strategy; Human Resources; Management; Organizational Change and Adaptation; Organizational Culture; Food and Beverage Industry
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      Mayo, Anthony, and Heather Beckham. "Recipe for Success: Growth and Evolution at Cafe Cupcake." Harvard Business School Brief Case 919-509, October 2018.
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