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  • June 2016
  • Teaching Note

The Rawlinsons: Facing Life and Career Decisions as a Couple

By: Boris Groysberg and Robin Abrahams
David and Nadia Rawlinson are a dual-career power couple who both seek executive careers in large organizations. At the beginning of the case, Nadia has taken a new job in San Francisco, while David has been offered an opportunity in London. What are the risks of... View Details
Keywords: Career Management; Career Planning; Personal Development and Career; Gender
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Groysberg, Boris, and Robin Abrahams. "The Rawlinsons: Facing Life and Career Decisions as a Couple." Harvard Business School Teaching Note 416-062, June 2016.
  • March 2, 2012
  • Blog Post

Career Plans Are Dangerous

By: Leonard A. Schlesinger, Charles F. Kiefer and Paul B. Brown
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Schlesinger, Leonard A., Charles F. Kiefer, and Paul B. Brown. "Career Plans Are Dangerous." Harvard Business Review Blogs (March 2, 2012). https://hbr.org/2012/03/career-plans-are-dangerous.
  • February 2014 (Revised May 2016)
  • Case

The Rawlinsons: Facing Life and Career Decisions as a Couple

By: Boris Groysberg and Kerry Herman
The Rawlinsons, a young, ambitious, career-minded couple, are considering their life and career goals. They are both successful, have aspirations to serve in public office, and are negotiating important career choices as a couple. View Details
Keywords: Talent Management; Career Management; Career Planning; Organizational Behavior; Work/life Balance; Work/family Balance; Careers; Talent and Talent Management; Human Capital; Work-Life Balance; Personal Development and Career; United States
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Groysberg, Boris, and Kerry Herman. "The Rawlinsons: Facing Life and Career Decisions as a Couple." Harvard Business School Case 414-002, February 2014. (Revised May 2016.)
  • September 1982
  • Background Note

Note on Career Planning in Industry

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Sonnenfeld, Jeffrey A. "Note on Career Planning in Industry." Harvard Business School Background Note 483-050, September 1982.
  • December 2012 (Revised January 2015)
  • Technical Note

Early Career LBOs Using the Search Fund Model

By: Howard Stevenson, Michael Roberts and Jim Sharpe
The funded search model is one alternative for individuals who, at some point in their career, want to run their own companies. This note looks at the funded search, as a means to entrepreneurship through acquisition and describes the path to buy and run a business... View Details
Keywords: Search Funds; Search; Entrepreneurial Finance; Investor Behavior; Career Planning; Entrepreneurial Management; Fundraising; Negotiation; Entrepreneurship; Capital Structure; Borrowing and Debt; Personal Development and Career; Private Ownership; Acquisition; Finance; Leveraged Buyouts
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Stevenson, Howard, Michael Roberts, and Jim Sharpe. "Early Career LBOs Using the Search Fund Model." Harvard Business School Technical Note 813-119, December 2012. (Revised January 2015.)
  • January 2014 (Revised June 2014)
  • Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States
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Pozen, Robert C., and Lucas W. Goodman. "Advising Families on Estate Planning." Harvard Business School Case 314-088, January 2014. (Revised June 2014.)
  • February 2014
  • Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States
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Pozen, Robert C. "Advising Families on Estate Planning." Harvard Business School Teaching Note 314-089, February 2014.
  • 30 Jun 2008
  • Research & Ideas

Rethinking Retirement Planning

Many of us are sailing toward retirement with the hope that Social Security, personal savings, and money saved in an employer's 401(k) or 403(b) plan will add up to the magic sum required to enjoy our remaining years in reasonable style.... View Details
Keywords: by Julia Hanna; Banking; Financial Services
  • November 2008 (Revised January 2011)
  • Exercise

Breaking Through Action Plan

By: David A. Thomas and Karen J. Watai
The "Breaking Through Action Plan" is a developmental tool based on the book, Breaking Through: The Making of Minority Executives in Corporate America by David A. Thomas and John J. Gabarro. The Action Plan was originally designed as part of a facilitated session but... View Details
Keywords: Competency and Skills; Management Analysis, Tools, and Techniques; Personal Development and Career; Relationships; Power and Influence; Trust
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Thomas, David A., and Karen J. Watai. "Breaking Through Action Plan." Harvard Business School Exercise 409-059, November 2008. (Revised January 2011.)
  • September 2012
  • Case

Getting Back to Your Roots: Rose Carpenter's Story

By: John A. Davis, Janet Kraus and Lisa Strope
Rose Carpenter is a successful entrepreneur who is considering the personal implications of leaving the business she created to pursue her own interests. View Details
Keywords: Career Planning; Entrepreneurs; Life Planning; Work-Life Balance; Entrepreneurship; Decisions
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Davis, John A., Janet Kraus, and Lisa Strope. "Getting Back to Your Roots: Rose Carpenter's Story." Harvard Business School Case 813-077, September 2012.
  • May 2024 (Revised February 2025)
  • Case

Choosing the Course of Passion: Brooke Boyarsky Pratt at knownwell

By: Jon M. Jachimowicz and Alexis Lefort
Brooke Boyarsky Pratt (HBS ’13) enjoyed considerable success in her early career, quickly climbing the ranks to associate partner at McKinsey, and later becoming an executive vice president at Berkadia, a Berkshire Hathaway portfolio company. Throughout these years,... View Details
Keywords: Passion; Career; Career Planning; Purpose; Personal Development and Career; Mission and Purpose; Identity; Business Startups; Health Care and Treatment; Health Disorders; Growth and Development Strategy; Market Entry and Exit; Health Industry; United States
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Jachimowicz, Jon M., and Alexis Lefort. "Choosing the Course of Passion: Brooke Boyarsky Pratt at knownwell." Harvard Business School Case 424-040, May 2024. (Revised February 2025.)
  • 2013
  • Book

What You're Really Meant To Do: A Road Map for Reaching Your Unique Potential

By: Robert Steven Kaplan
How do you create your own definition of success—and reach your unique potential? Building a fulfilling life and career can be a daunting challenge. It takes courage and hard work. Too often, we charge down a path leading to "success" as defined by those around us—and... View Details
Keywords: Career Planning; Vocational Guidance; Job Satisfaction; Satisfaction; Personal Development and Career; Customization and Personalization
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Kaplan, Robert Steven. What You're Really Meant To Do: A Road Map for Reaching Your Unique Potential. Boston, MA, USA: Harvard Business Review Press, 2013.
  • 03 Dec 2015
  • Cold Call Podcast

Planning Change: Lessons from the World of Retail

Keywords: Re: Das Narayandas
  • May 2003 (Revised March 2006)
  • Case

Carol Fishman Cohen: Professional Career Reentry (A)

By: Myra M. Hart, Robin J. Ely and Susan Wojewoda
Explores the career challenges facing highly successful women who leave the full-time workforce for several years to manage family commitments. Carol Cohen is a 1985 Harvard MBA who has professional line experience in a manufacturing environment, followed by a... View Details
Keywords: Work-Life Balance; Family and Family Relationships
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Hart, Myra M., Robin J. Ely, and Susan Wojewoda. "Carol Fishman Cohen: Professional Career Reentry (A)." Harvard Business School Case 803-185, May 2003. (Revised March 2006.)
  • February 2014
  • Teaching Note

Leadership in Law: Amy Schulman at DLA Piper

By: Boris Groysberg and Robin Abrahams
This teaching note provides a discussion plan and rich conceptual background for the "Leadership in Law: Amy Schulman at DLA Piper" case. Topics covered include definitions of success, lifespan career development, team leadership, managing professional service firms,... View Details
Keywords: Professional Service Firm; Team Leadership; Women And Leadership; Career Planning; Law; Leadership; Personal Development and Career; Gender; Service Industry
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Groysberg, Boris, and Robin Abrahams. "Leadership in Law: Amy Schulman at DLA Piper." Harvard Business School Teaching Note 414-066, February 2014.
  • April 2011
  • Article

Behavioral Economics Perspectives on Public Sector Pension Plans

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
We describe the pension plan features of the states and the largest cities and counties in the U.S. Unlike in the private sector, defined benefit (DB) pensions are still the norm in the public sector. However, a few jurisdictions have shifted towards defined... View Details
Keywords: Equality and Inequality; Public Sector; Retirement; Private Sector; Compensation and Benefits; United States
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Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "Behavioral Economics Perspectives on Public Sector Pension Plans." Journal of Pension Economics & Finance 10, no. 2 (April 2011): 315–336.
  • August 1982
  • Background Note

ERISA and Pension Plan Management

By: Jay O. Light
Keywords: Retirement; Financial Management
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Light, Jay O. "ERISA and Pension Plan Management." Harvard Business School Background Note 283-020, August 1982.
  • July 2013
  • Teaching Note

Searching for a Retirement Plan

By: Robert C. Pozen and Lucas Goodman
Keywords: Retirement
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Pozen, Robert C., and Lucas Goodman. "Searching for a Retirement Plan." Harvard Business School Teaching Note 314-023, July 2013.
  • 10 Aug 2020
  • Research & Ideas

COVID's Surprising Toll on Careers of Women Scientists

COVID-19 is claiming an unexpected career toll among scientific researchers, and particularly on women, new research shows. If you are female, have young children, or work in a lab, you are more likely to feel the career-crunching effects... View Details
Keywords: by Rachel Layne; Pharmaceutical; Biotechnology; Health
  • 2013
  • Report

Developmental Readiness and Mindful Engagement in the Singapore Public Service

By: D. Scott DeRue and Christopher G. Myers
Keywords: Leadership; Leadership Development And Career Planning; Leadership Development; Public Administration Industry; Singapore; Asia
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DeRue, D. Scott, and Christopher G. Myers. "Developmental Readiness and Mindful Engagement in the Singapore Public Service." Report, Civil Service College, Singapore, 2013.
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