Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
  • Research
    • Research
    • Publications
    • Global Research Centers
    • Case Development
    • Initiatives & Projects
    • Research Services
    • Seminars & Conferences
    →
  • Publications→

Publications

Publications

Filter Results : (97) Arrow Down
Filter Results : (97) Arrow Down Arrow Up

Show Results For

  • All HBS Web  (195)
    • Faculty Publications  (97)

    Show Results For

    • All HBS Web  (195)
      • Faculty Publications  (97)

      Balanced Scorecard Remove Balanced Scorecard →

      Page 1 of 97 Results →

      Are you looking for?

      → Search All HBS Web
      • Article

      Reimagining the Balanced Scorecard for the ESG Era

      By: Robert S. Kaplan and David McMillan
      Companies are increasingly aware that their customers and society in general expect businesses to adopt and work towards social and environmental objectives as well as the traditional financial ones. This involves not only re-evaluating firms’ models but re-imagining...  View Details
      Keywords: ESG (Environmental, Social, Governance) Performance; Business Ecosystems; Balanced Scorecard; Adaptation; Business Model; Business and Stakeholder Relations
      Citation
      Register to Read
      Related
      Kaplan, Robert S., and David McMillan. "Reimagining the Balanced Scorecard for the ESG Era." Harvard Business Review Digital Articles (February 3, 2021).
      • 2020
      • Working Paper

      Updating the Balanced Scorecard for Triple Bottom Line Strategies

      By: Robert S. Kaplan and David McMillan
      Many companies are now attempting to achieve triple bottom line performance on financial, environmental, and societal metrics. Successful strategies for such performance, however, generally require new relationships among multiple players in multiple sectors across a...  View Details
      Keywords: Balanced Scorecard; Adaptation; Environmental Sustainability; Social Issues; Performance; Strategy
      Citation
      SSRN
      Read Now
      Related
      Kaplan, Robert S., and David McMillan. "Updating the Balanced Scorecard for Triple Bottom Line Strategies." Harvard Business School Working Paper, No. 21-028, August 2020.
      • Article

      Using the Balanced Scorecard for Successful Health Care M&A Integration

      By: Robert S. Kaplan
      The failure of merged organizations to achieve stated goals is commonplace. In health care, the challenge is exacerbated by the industry’s third-party payer system and multiple stakeholders, especially the physicians in the merging entities. This article describes how...  View Details
      Keywords: Health Care and Treatment; Mergers and Acquisitions; Integration; Balanced Scorecard
      Citation
      Read Now
      Related
      Kaplan, Robert S. "Using the Balanced Scorecard for Successful Health Care M&A Integration." NEJM Catalyst (May 21, 2020).
      • March 2020 (Revised July 2020)
      • Case

      Performance Management at Afreximbank

      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
      Citation
      Educators
      Purchase
      Related
      Kaplan, Robert S., Siko Sikochi, and Josh Steimle. "Performance Management at Afreximbank." Harvard Business School Case 120-029, March 2020. (Revised July 2020.)
      • January–February 2018
      • Article

      Inclusive Growth: Profitable Strategies for Tackling Poverty and Inequality

      By: Robert S. Kaplan, George Serafeim and Eduardo Tugendhat
      More than a billion people in the developing world remain in extreme poverty and outside the formal economy. Traditional CSR programs have done little to alleviate the situation and rarely produce transformative change.
      Instead of trying to fix local problems,...  View Details
      Keywords: Inclusive Growth; Sustainability; Social Impact; Business Strategy; Shared Value; Impact Investing; Inequality; Corporate Governance; Balanced Scorecard; Strategy Execution; Economic Growth; Developing Countries and Economies; Poverty; Equality and Inequality; Corporate Social Responsibility and Impact; Strategy; Investment
      Citation
      Find at Harvard
      Register to Read
      Related
      Kaplan, Robert S., George Serafeim, and Eduardo Tugendhat. "Inclusive Growth: Profitable Strategies for Tackling Poverty and Inequality." Harvard Business Review 96, no. 1 (January–February 2018): 127–133.
      • November 2016 (Revised March 2018)
      • Module Note

      Strategy Execution Module 9: Building a Balanced Scorecard

      By: Robert Simons
      This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service...  View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
      Citation
      Purchase
      Related
      Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
      • July 2015 (Revised October 2016)
      • Case

      China Lodging Group (A)

      By: Tatiana Sandino, Shelley Xin Li and Nancy Hua Dai
      This case study explores the challenges of aligning middle management interests with company goals as a company navigates rapid growth in a dynamic industry. China Lodging Group, a Chinese hotel chain that opened about 2,000 hotels during its first decade in business,...  View Details
      Keywords: Motivation and Incentives; Business or Company Management; Growth Management; Balanced Scorecard; Accommodations Industry; China
      Citation
      Educators
      Purchase
      Related
      Sandino, Tatiana, Shelley Xin Li, and Nancy Hua Dai. "China Lodging Group (A)." Harvard Business School Case 116-004, July 2015. (Revised October 2016.)
      • 2015
      • Article

      Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24

      By: Dennis Campbell, Srikant M. Datar, Susan L. Kulp and V.G. Narayanan
      We analyze balanced scorecard data from a convenience store chain, Store24, during the implementation of an innovative, but ultimately unsuccessful, strategy. Quarterly strategic reviews, based in part on the firm's balanced scorecard, led executives at Store24 to...  View Details
      Keywords: Balanced Scorecard; Business Strategy; Retail Industry
      Citation
      Find at Harvard
      Related
      Campbell, Dennis, Srikant M. Datar, Susan L. Kulp, and V.G. Narayanan. "Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at Store24." Journal of Management Accounting Research 27, no. 2 (2015): 39–65.
      • Article

      Formal Measures in Informal Management: Can a Balanced Scorecard Change a Culture?

      By: Robert Gibbons and Robert S. Kaplan
      Agency theorists, historically, have analyzed what kinds of performance measures should be used in formal incentive contracts. For example, after Kaplan-Norton proposed a balanced scorecard of both financial and non-financial measures, some envisioned its role only in...  View Details
      Keywords: Relational Contracts; Performance Measurement; Informal Management; Balanced Scorecard; Economics; Mathematical Methods
      Citation
      Find at Harvard
      Read Now
      Related
      Gibbons, Robert, and Robert S. Kaplan. "Formal Measures in Informal Management: Can a Balanced Scorecard Change a Culture?" American Economic Review: Papers and Proceedings 105, no. 5 (May 2015).
      • March 2015 (Revised February 2017)
      • Case

      Shanghai: GDP Apostasy

      By: George Serafeim
      Balancing economic growth alongside environmental sustainability and social inclusion was becoming increasingly important in China. The case describes Shanghai's decision to abandon growth of Gross Domestic Product (GDP) as its primary metric of measuring success....  View Details
      Keywords: China; Gdp; Measurement; Measurement Problems; Accountability; Sustainability; Sustainable Development; Strategy Execution; Strategy; Balanced Scorecard; Strategy Map; Macroeconomics; Measurement and Metrics; Corporate Accountability; Accounting; Environmental Sustainability; Development Economics; Corporate Governance; Shanghai
      Citation
      Educators
      Purchase
      Related
      Serafeim, George, Rebecca Henderson, and David Freiberg. "Shanghai: GDP Apostasy." Harvard Business School Case 115-042, March 2015. (Revised February 2017.)
      • September 2014
      • Case

      Balanced Scorecard at Delta/Signal Corp.

      By: V.G. Narayanan
      This auto parts company has just ousted its longtime CEO and founder, and the new, professional CEO is badly in need of a coherent strategy, clear objectives and metrics, and initiatives that are aligned with the strategy and objectives. Will the balanced scorecard...  View Details
      Keywords: Balanced Scorecard; Business Strategy; Financial Reporting; Leading Change; Performance Evaluation; Growth and Development Strategy; Web Services Industry; Auto Industry
      Citation
      Educators
      Related
      Narayanan, V.G. "Balanced Scorecard at Delta/Signal Corp." Harvard Business School Case 115-016, September 2014.
      • June 2014
      • Simulation

      Balanced Scorecard Simulation

      By: V.G. Narayanan
      In this multi-player simulation, students experience the benefits and challenges of using a scorecard to implement strategic initiatives and monitor firm performance. Small teams of students work together to choose a strategy for their company, create a strategy map,...  View Details
      Citation
      Purchase
      Related
      "Balanced Scorecard Simulation." Harvard Business School Simulation 114-701, June 2014.
      • June 2014
      • Teaching Note

      Strategy Simulation: The Balanced Scorecard

      By: V.G. Narayanan and Matthew Packard
      Citation
      Purchase
      Related
      Narayanan, V.G., and Matthew Packard. "Strategy Simulation: The Balanced Scorecard ." Harvard Business School Teaching Note 114-006, June 2014.
      • June 2013 (Revised July 2017)
      • Case

      Angus Cartwright IV

      By: Kenneth J. Hatten, William J. Poorvu, Howard H. Stevenson, Arthur I Segel and John H. Vogel, Jr.
      Judy and John DeRight, looking to diversify their investment portfolios, have retained Angus Cartwright, Jr. to identify prospective real estate acquisitions. Mr. Cartwright has four potential properties that he feels merit an in-depth financial analysis. The case...  View Details
      Keywords: Acquisition; Cash Flow; Investment Return; Investment Portfolio; Taxation; Balanced Scorecard; Valuation
      Citation
      Educators
      Purchase
      Related
      Hatten, Kenneth J., William J. Poorvu, Howard H. Stevenson, Arthur I Segel, and John H. Vogel, Jr. "Angus Cartwright IV." Harvard Business School Case 813-185, June 2013. (Revised July 2017.)
      • November 2012 (Revised April 2013)
      • Case

      TWA Parts (Abridged)

      By: V.G. Narayanan
      Transworld Auto Parts had to implement its new strategy flawlessly to survive the auto industry upheaval. The new CEO asked her leadership team to craft strategy maps and balanced scorecards to help each division implement its strategies.  View Details
      Keywords: Business Divisions; Leadership; Balanced Scorecard; Management Teams; Business Strategy; Corporate Strategy; Auto Industry; Manufacturing Industry
      Citation
      Educators
      Purchase
      Related
      Narayanan, V.G. "TWA Parts (Abridged)." Harvard Business School Case 113-030, November 2012. (Revised April 2013.)
      • 2012
      • Comment

      The Balanced Scorecard: Comments on Balanced Scorecard Commentaries

      By: Robert S. Kaplan
      This paper provides the author's insights about five papers written in this volume about his published work on the balanced scorecard (BSC). The author finds that academic commentary on the BSC often ignores its role in strategy execution. The paper discusses how the...  View Details
      Keywords: Strategy Execution; Performance Management; Strategy; Public Sector; Balanced Scorecard; Performance
      Citation
      Find at Harvard
      Related
      Kaplan, Robert S. "The Balanced Scorecard: Comments on Balanced Scorecard Commentaries." Journal of Accounting & Organizational Change 8, no. 4 (2012): 539–545.
      • May 2012
      • Technical Note

      Frameworks for Dialogue and Research about Social Impact Investing

      By: Herman B. "Dutch" Leonard
      Social Impact Investment is a rapidly expanding field, but terminology in the field is poorly defined and imprecise. This note suggests frameworks that help to clarify important dimensions of SII projects, distinguishing and clarifying key differences in approaches to...  View Details
      Keywords: Development Stage Enterprises; Entrepreneurial Management; Entrepreneurs; Entrepreneurial Finance; Financial Instruments; Performance Measurement; Balanced Scorecard; Investment Funds; Corporate Social Responsibility and Impact; Research; Framework; Entrepreneurship; Financial Services Industry
      Citation
      Educators
      Purchase
      Related
      Leonard, Herman B. "Dutch". "Frameworks for Dialogue and Research about Social Impact Investing." Harvard Business School Technical Note 312-091, May 2012.
      • March–April 2002
      • Other Article

      The Importance of Being Strategic

      By: Michael E. Porter
      At the Balanced Scorecard Collaborative's recent North American Summit, Michael E. Porter, Bishop William Lawrence Professor at Harvard Business School, addressed the question "Is the world changing too fast for companies to have a long-term strategy?" "No," said...  View Details
      Keywords: Strategy
      Citation
      Purchase
      Related
      Porter, Michael E. "The Importance of Being Strategic." Balanced Scorecard Report 4, no. 2 (March–April 2002): 9–11.
      • January 2012
      • Article

      How Leaders Kill Meaning at Work

      By: Teresa Amabile and Steven J. Kramer
      Senior executives routinely undermine creativity, productivity, and commitment by damaging the inner work lives of their employees in four avoidable ways. This article is based on analysis of hundreds of work diaries from professionals describing everyday events that...  View Details
      Keywords: Leadership; Creativity; Performance Productivity; Motivation and Incentives; Innovation Strategy; Performance; Strategic Planning; Leading Change; Balanced Scorecard; Mission and Purpose
      Citation
      Find at Harvard
      Read Now
      Related
      Amabile, Teresa, and Steven J. Kramer. "How Leaders Kill Meaning at Work." McKinsey Quarterly, no. 1 (January 2012): 124–131.
      • October 2011 (Revised July 2013)
      • Case

      Delta/Signal Corp.

      By: V.G. Narayanan, Lisa Brem and Matthew Packard
      This auto parts company has just ousted its longtime CEO and founder, and the new, professional CEO is badly in need of a coherent strategy, clear objectives and metrics, and initiatives that are aligned with the strategy and objectives. Will the balanced scorecard...  View Details
      Keywords: Balanced Scorecard; Business Strategy; Financial Reporting; Leading Change; Performance Evaluation; Growth and Development Strategy; Web Services Industry; Auto Industry
      Citation
      Educators
      Purchase
      Related
      Narayanan, V.G., Lisa Brem, and Matthew Packard. "Delta/Signal Corp." Harvard Business School Case 112-048, October 2011. (Revised July 2013.)
      • 1
      • 2
      • 3
      • 4
      • 5
      • →

      Are you looking for?

      → Search All HBS Web
      ǁ
      Campus Map
      Harvard Business School
      Soldiers Field
      Boston, MA 02163
      →Map & Directions
      →More Contact Information
      • Make a Gift
      • Site Map
      • Jobs
      • Harvard University
      • Trademarks
      • Policies
      • Digital Accessibility
      Copyright © President & Fellows of Harvard College