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    • Research  (508)
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  • January 1993 (Revised May 2002)
  • Background Note

Note on Techniques for Analyzing Business Problems

A six-step technique for solving business problems is presented: stating the problem, developing a framework for analysis, identifying key issues, performing analysis, drawing conclusions, and making recommendations. Intended to be used with a case or cases that... View Details
Keywords: Decision Making; Framework; Management Analysis, Tools, and Techniques; Problems and Challenges
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Roberts, Michael J. "Note on Techniques for Analyzing Business Problems." Harvard Business School Background Note 393-092, January 1993. (Revised May 2002.)
  • spring 1999
  • Article

Improved Techniques for Valuing Large-Scale Projects

By: B. C. Esty
Keywords: Valuation; Management Analysis, Tools, and Techniques; Projects
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Esty, B. C. "Improved Techniques for Valuing Large-Scale Projects." Journal of Project Finance 5, no. 1 (spring 1999): 9–25.
  • January 1971 (Revised November 1975)
  • Background Note

Linear Programming: A Technique for Analyzing Resource Allocation Problems

By: Paul W. Marshall
Keywords: Problems and Challenges; Mathematical Methods; Management Analysis, Tools, and Techniques
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Marshall, Paul W. "Linear Programming: A Technique for Analyzing Resource Allocation Problems." Harvard Business School Background Note 171-322, January 1971. (Revised November 1975.)
  • May 2007 (Revised March 2008)
  • Background Note

Basic Techniques for the Analysis of Customer Information Using Excel 2003: A Step-by-Step Approach

By: Francisco de Asis Martinez-Jerez
Provides a set of easy, step-by-step guides for some analytical techniques that are useful in the analysis of cases discussed in the course "Competing and Winning Through Customer Information (CWCI)". The instructions that follow use datasets from three of the cases in... View Details
Keywords: Data and Data Sets; Management Analysis, Tools, and Techniques; Mathematical Methods
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Martinez-Jerez, Francisco de Asis. "Basic Techniques for the Analysis of Customer Information Using Excel 2003: A Step-by-Step Approach." Harvard Business School Background Note 107-073, May 2007. (Revised March 2008.)
  • February 2009
  • Background Note

Basic Techniques for the Analysis of Customer Information Using Excel 2007: A Step-by-Step Approach

By: Francisco de Asis Martinez-Jerez
The objective of this note is to provide a set of easy, step-by-step guides for some analytical techniques that are useful in the analysis of cases discussed in the course "Competing and Winning through Customer Information" (CWCI). The instructions that follow use... View Details
Keywords: Customer Relationship Management; Information Management; Management Analysis, Tools, and Techniques
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Martinez-Jerez, Francisco de Asis. "Basic Techniques for the Analysis of Customer Information Using Excel 2007: A Step-by-Step Approach." Harvard Business School Background Note 109-052, February 2009.
  • March 2020 (Revised February 2023)
  • Case

Performance Management at Afreximbank (A)

By: Robert S. Kaplan, Siko Sikochi and Josh Steimle
Based in Cairo, Afreximbank was founded in October 1993 as a specialized continental financial institution designed to address the low level of intra-African trade, the decline in financial flows to Africa, the worsening external debt situation of many African... View Details
Keywords: Performance Management; Balanced Scorecard; Performance Expectations; Performance Evaluation; Performance Improvement; Organizational Culture; Strategy; Banking Industry; Africa; Egypt
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Kaplan, Robert S., Siko Sikochi, and Josh Steimle. "Performance Management at Afreximbank (A)." Harvard Business School Case 120-029, March 2020. (Revised February 2023.)
  • August 2016 (Revised May 2018)
  • Module Note

Strategy Execution Module 1: Managing Organizational Tensions

By: Robert Simons
This module reading lays the foundation for executing strategy using performance measurement and control systems. Properly applied, these systems can overcome the organizational blocks that impede the potential of all people who work in modern organizations. This... View Details
Keywords: Management Control Systems; Implementing Strategy; Strategy Execution; Performance Measurement; Profit Planning; Organization Design; Profitable Growth; Management Attention; Organizational Conflict; Human Behavior; Strategy; Ethics; Goals and Objectives; Organizational Design; Management Analysis, Tools, and Techniques; Performance; Measurement and Metrics
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Simons, Robert. "Strategy Execution Module 1: Managing Organizational Tensions." Harvard Business School Module Note 117-101, August 2016. (Revised May 2018.)
  • 16 Aug 2010
  • Lessons from the Classroom

HBS Introduces Marketing Analysis Tools for Managers

Harvard Business Publishing has released new toolkits to help managers make key marketing decisions on market analysis, breakeven analysis, customer lifetime value, profit... View Details
Keywords: by Sarah Jane Gilbert
  • 1972
  • Book

Managing Group and Intergroup Relations

By: J. W. Lorsch and Paul R. Lawrence
Keywords: Management Analysis, Tools, and Techniques; Groups and Teams
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Lorsch, J. W. and Paul R. Lawrence, eds. Managing Group and Intergroup Relations. Homewood, IL: Richard D. Irwin, 1972.
  • 16 Jan 2013
  • Research & Ideas

The Messy Link Between Slave Owners and Modern Management

evolution of modern management is usually associated with good old-fashioned intelligence and ingenuity—"a glorious parade of inventions that goes from textile looms to the computer," Rosenthal... View Details
Keywords: by Katie Johnston
  • 1987
  • Other Teaching and Training Material

Management and Professional Reward Profile

By: Timothy Butler
Keywords: Motivation and Incentives; Management Analysis, Tools, and Techniques
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Butler, Timothy. "Management and Professional Reward Profile." 1987. Electronic. (A psychometric instrument for measuring business work reward values.)
  • September 2023 (Revised September 2024)
  • Technical Note

Measuring and Managing Social Impact

By: Brian Trelstad, Gerald Chertavian and Susan Pinckney
A brief overview of how to measure social impact at nonprofits, social organizations, and impact investments. View Details
Keywords: Analysis; Change; Transformation; Decision Making; Cost vs Benefits; Decision Choices and Conditions; Decisions; Forecasting and Prediction; Public Sector; Entrepreneurship; Social Entrepreneurship; Fairness; Entrepreneurial Finance; Governance; Governing and Advisory Boards; Policy; Innovation and Management; Knowledge Acquisition; Knowledge Use and Leverage; Goals and Objectives; Growth and Development Strategy; Growth Management; Management Analysis, Tools, and Techniques; Management Practices and Processes; Resource Allocation; Measurement and Metrics; Standards; Strength and Weakness; Mission and Purpose; Success; Performance; Performance Evaluation; Philanthropy and Charitable Giving; Strategic Planning; Programs; Risk and Uncertainty; Social Enterprise; Non-Governmental Organizations; Social Issues; United States
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Trelstad, Brian, Gerald Chertavian, and Susan Pinckney. "Measuring and Managing Social Impact." Harvard Business School Technical Note 324-017, September 2023. (Revised September 2024.)
  • December 2012
  • Course Overview Note

Entrepreneurial Management in a Turnaround Environment (EMTE) Fall 2012: Course Overview and Syllabus

Course Overview and Syllabus in the Fall Term 2012 for the Entrepreneurial Management in a Turnaround Environment (EMTE) course. View Details
Keywords: Entrepreneurial Management; Entrepreneurs; Entrepreneurship; Turnarounds; Bankruptcy Reorganization; Bankruptcy; Small & Medium-sized Enterprises; Careers; Entrepreneurial Finance; Distressed Debt; Insolvency and Bankruptcy; Management Analysis, Tools, and Techniques; Management; Organizational Change and Adaptation; Organizational Culture
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Sharpe, Jim. "Entrepreneurial Management in a Turnaround Environment (EMTE) Fall 2012: Course Overview and Syllabus." Harvard Business School Course Overview Note 813-127, December 2012.
  • June 2001 (Revised February 2005)
  • Background Note

Creative Destruction of Industrial Age Management Principles and Creative Construction of Information Age Management Principles

By: Richard L. Nolan
Traces the creative destruction of industrial age management principles and creative construction of new management principles more appropriate for the information age. Includes self-administered questionnaire to permit managers to assess the status of the... View Details
Keywords: Transformation; Disruptive Innovation; Goals and Objectives; Management Analysis, Tools, and Techniques; Personal Development and Career; System; Information Technology
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Nolan, Richard L. "Creative Destruction of Industrial Age Management Principles and Creative Construction of Information Age Management Principles." Harvard Business School Background Note 301-153, June 2001. (Revised February 2005.)
  • 25 Nov 2019
  • Working Paper Summaries

The Effect of Systems of Management Controls on Misreporting

Keywords: by Aishwarrya Deore, Susanna Gallani, and Ranjani Krishnan
  • 2010
  • Chapter

Measuring and Managing Macrofinancial Risk and Financial Stability: A New Framework

By: Dale F. Gray, Robert C. Merton and Zvi Bodie
This paper proposes a new approach to improve the way central banks can analyze and manage the financial risks of a national economy. It is based on the modern theory and practice of contingent claims analysis (CCA), which is successfully used today at the level of... View Details
Keywords: Financial Statements; Economy; Financial Condition; Central Banking; Management Analysis, Tools, and Techniques; Management Practices and Processes; Risk Management; Measurement and Metrics; System Shocks
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Gray, Dale F., Robert C. Merton, and Zvi Bodie. "Measuring and Managing Macrofinancial Risk and Financial Stability: A New Framework." In Financial Stability, Monetary Policy, and Central Banking. Vol. 15, edited by Alfaro A. Rodrigo and Cifuentes S. Rodrigo., 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.
  • April 2003
  • Module Note

Design and Management of Health Care Delivery Processes, The

By: Richard M.J. Bohmer
Discusses the design and management of clinical processes in health care. Presents a framing of the clinical process as a problem-solving process that fundamentally involves learning along two dimensions and at least two levels. The two dimensions are: 1) learning in... View Details
Keywords: Management Analysis, Tools, and Techniques; Service Delivery; Management Practices and Processes; Learning; Health Care and Treatment; Health Industry
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Bohmer, Richard M.J. "Design and Management of Health Care Delivery Processes, The." Harvard Business School Module Note 603-107, April 2003.
  • May 2017 (Revised November 2017)
  • Teaching Note

BrightStar Care: The Evolution of a Leadership Team

By: Boris Groysberg, Colleen Ammerman and Olivia Hull
Teaching Note for HBS No. 417-020. View Details
Keywords: Health Care Services; Entrepreneurs; Board Of Directors; Boards Of Directors; Health Care Industry; Growth Strategy; Organizational Change; Brand Positioning; Entrepreneurial Organizations; Entrepreneurial Management; Franchising; Family-owned Business; Home Health Care; Managing Growth; Management Styles; Organizational Development; Talent Management; Women Executives; Women And Leadership; Business Startups; Family Business; Small Business; Talent And Talent Management; Governing And Advisory Boards; Health Care And Treatment; Human Capital; Leadership Development; Leadership Style; Business Or Company Management; Growth And Development Strategy; Management Analysis, Tools, And Techniques; Management Skills; Management Style; Management Succession; Management Systems; Management Teams; Brands And Branding; Marketing Strategy; Strategy; Health Industry
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Groysberg, Boris, Colleen Ammerman, and Olivia Hull. "BrightStar Care: The Evolution of a Leadership Team." Harvard Business School Teaching Note 417-074, May 2017. (Revised November 2017.)
  • June 2012
  • Article

Managing Risks: A New Framework

By: Robert S. Kaplan and Anette Mikes
Risk management is too often treated as a compliance issue that can be solved by drawing up lots of rules and making sure that all employees follow them. Many such rules, of course, are sensible and do reduce some risks that could severely damage a company. But... View Details
Keywords: Risk Management; Governance Controls; Corporate Strategy; Management Analysis, Tools, and Techniques; Framework
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Kaplan, Robert S., and Anette Mikes. "Managing Risks: A New Framework." Harvard Business Review 90, no. 6 (June 2012).
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