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All HBS Web
(204)
- Faculty Publications (100)
- January 2007 (Revised August 2007)
- Case
Fulton County School System: Implementing the Balanced Scorecard
By: Robert S. Kaplan and Monica Nah Lee
Illustrates the adaptation and implementation of a private sector management tool, the Balanced Scorecard, to a public school district. As part of a continuous improvement initiative, the Director of Planning and Policy facilitates the development of a strategy map and...
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Keywords:
Education;
Governance;
Leadership;
Balanced Scorecard;
Performance Improvement;
Strategy;
Education Industry
Kaplan, Robert S., and Monica Nah Lee. "Fulton County School System: Implementing the Balanced Scorecard." Harvard Business School Case 107-029, January 2007. (Revised August 2007.)
- October 2006 (Revised July 2007)
- Case
China Resources Corporation (A): 6S Management
By: Dennis Campbell and David Lane
In 2006, Jiang Wei, CFO of China Resources Corporation, was seeking to implement a variety of new management control systems in a complex diversified corporation during a period of rapid economic expansion in mainland China. Instilling efficiency, productivity,...
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Keywords:
Accounting;
Business Conglomerates;
Governance Controls;
Balanced Scorecard;
Management Systems;
Performance Improvement;
Business Strategy;
China
Campbell, Dennis, and David Lane. "China Resources Corporation (A): 6S Management." Harvard Business School Case 107-013, October 2006. (Revised July 2007.)
- 2006
- Book
Alignment: Using the Balanced Scorecard to Create Corporate Synergies
By: R. S. Kaplan and David P. Norton
Kaplan, R. S., and David P. Norton. Alignment: Using the Balanced Scorecard to Create Corporate Synergies. Boston: Harvard Business School Press, 2006.
- June 2005 (Revised March 2006)
- Case
Domestic Auto Parts
By: Robert S. Kaplan
Describes a meeting of an executive team to discuss strategy for a company turnaround. The exercise is to construct a strategy map and Balanced Scorecard to capture the new strategy.
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Kaplan, Robert S. "Domestic Auto Parts." Harvard Business School Case 105-078, June 2005. (Revised March 2006.)
- June 2005
- Article
How the Balanced Scorecard Complements the McKinsey 7-S Model
By: R. S. Kaplan
Keywords:
Balanced Scorecard
Kaplan, R. S. "How the Balanced Scorecard Complements the McKinsey 7-S Model." Strategy & Leadership 33, no. 3 (June 2005): 41–46.
- March 2004
- Article
Improving Corporate Governance with the Balanced Scorecard
By: Robert S. Kaplan and Michael Nagel
Kaplan, Robert S., and Michael Nagel. "Improving Corporate Governance with the Balanced Scorecard." Directors Monthly (March 2004).
- 2003
- Working Paper
Improving Corporate Governance with the Balanced Scorecard
By: Robert S. Kaplan and Michael E. Nagel
Kaplan, Robert S., and Michael E. Nagel. "Improving Corporate Governance with the Balanced Scorecard." Harvard Business School Working Paper, No. 04-044, December 2003.
- November 2003 (Revised August 2005)
- Case
First Commonwealth Financial Corporation
By: Robert S. Kaplan
First Commonwealth Financial Corp., a financial institution in central and southwestern Pennsylvania, implemented the Balanced Scorecard for describing and implementing its new customer-focused strategy. Its founder and chairman decided that the Balanced Scorecard also...
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Keywords:
Balanced Scorecard;
Corporate Strategy;
Customers;
Corporate Governance;
Governing and Advisory Boards;
Customer Relationship Management;
Executive Compensation;
Financial Services Industry;
Banking Industry;
Pennsylvania
Kaplan, Robert S. "First Commonwealth Financial Corporation." Harvard Business School Case 104-042, November 2003. (Revised August 2005.)
- February 2003 (Revised March 2004)
- Case
Store24
By: Susan L. Kulp, V.G. Narayanan and Dennis Campbell
Illustrates how nonfinancial performance measures can be used to manage a business and evaluate the success of a strategy.
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Keywords:
Business or Company Management;
Balanced Scorecard;
Performance Evaluation;
Strategy;
Retail Industry
Kulp, Susan L., V.G. Narayanan, and Dennis Campbell. "Store24." Harvard Business School Case 103-058, February 2003. (Revised March 2004.)
- 2003
- Class Lecture
Building Strategy-Focused Organizations with the Balanced Scorecard
By: Robert S. Kaplan
Kaplan, Robert S. "Building Strategy-Focused Organizations with the Balanced Scorecard." Boston: Harvard Business School Publishing Class Lecture, 2003. Electronic. (Faculty Lecture: HBSP Product Number 5356C.)
- 2002
- Chapter
Use the Balanced Scorecard to Partner with Strategic Constituents: Employees, Customers, Suppliers, and Communities
By: Robert S. Kaplan and David P. Norton
Keywords:
Balanced Scorecard;
Employee Relationship Management;
Customer Relationship Management;
Business and Community Relations;
Business and Stakeholder Relations
Kaplan, Robert S., and David P. Norton. "Use the Balanced Scorecard to Partner with Strategic Constituents: Employees, Customers, Suppliers, and Communities." Chap. 2 in Partnering: The New Face of Leadership, edited by Larraine Segil, Marshall Goldsmith, and James Belasco, 9–33. New York: AMACOM, 2002.
- Article
Applying the Balanced Scorecard in Healthcare Provider Organizations
By: Syeda Noorein Inamdar and Robert S. Kaplan
Inamdar, Syeda Noorein, and Robert S. Kaplan. "Applying the Balanced Scorecard in Healthcare Provider Organizations." Journal of Healthcare Management 47, no. 3 (May–June 2002): 179–196.
- January 2002 (Revised May 2003)
- Case
ProfitLogic
By: Richard G. Hamermesh, Michael J. Roberts and Taslim Pirmohamed
Describes an "application software" company that has been through several evolutions--from consulting firm to applications service provider (ASP). The firm has received significant venture funding to pursue the ASP model but this has not worked, at least at the time...
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Keywords:
History;
Business Model;
Venture Capital;
Cash Flow;
Decision Choices and Conditions;
Balanced Scorecard;
Information Technology Industry;
Service Industry
Hamermesh, Richard G., Michael J. Roberts, and Taslim Pirmohamed. "ProfitLogic." Harvard Business School Case 802-110, January 2002. (Revised May 2003.)
- December 2001 (Revised February 2008)
- Case
Borealis
By: Robert S. Kaplan and Bjorn N. Jorgensen
When Borealis, a European producer of plastics, used a traditional, time-consuming budgeting process, the budget was quickly out of date in a competitive environment characterized by continually changing input and output prices and dynamic market conditions. This case...
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Keywords:
Activity Based Costing and Management;
Budgets and Budgeting;
Forecasting and Prediction;
Investment;
Governance Controls;
Balanced Scorecard;
Management Systems;
Manufacturing Industry;
Europe
Kaplan, Robert S., and Bjorn N. Jorgensen. "Borealis." Harvard Business School Case 102-048, December 2001. (Revised February 2008.)
- Article
Leading Change with the Balanced Scorecard
By: Robert S. Kaplan and David P. Norton
Kaplan, Robert S., and David P. Norton. "Leading Change with the Balanced Scorecard." Financial Executive 17, no. 6 (September 2001): 64–66.
- June 2001 (Revised October 2001)
- Case
Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard
By: Srikant M. Datar, Marc J. Epstein and Jeremy Cott
In early 2000, Verizon Communications implemented a Human Resources Balanced Scorecard to evaluate the effectiveness of and payoffs from human resource management. This case describes the benefits of the scorecard and the challenges of measurement and implementation....
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Datar, Srikant M., Marc J. Epstein, and Jeremy Cott. "Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard." Harvard Business School Case 101-102, June 2001. (Revised October 2001.)
- June 2001 (Revised July 2001)
- Case
Boston Lyric Opera
By: Robert S. Kaplan and Dennis Campbell
The Boston Lyric Opera was the fastest growing opera company in North America during the 1990s. Having successfully completed a move to a larger facility in 1999, the board and general director recognize the need to develop a formal strategic planning and governance...
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Keywords:
Balanced Scorecard;
Strategic Planning;
Arts;
Growth and Development Strategy;
Governing and Advisory Boards;
Fine Arts Industry;
Massachusetts
Kaplan, Robert S., and Dennis Campbell. "Boston Lyric Opera." Harvard Business School Case 101-111, June 2001. (Revised July 2001.)
- Article
Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II
By: Robert S. Kaplan and David P. Norton
Keywords:
Balanced Scorecard;
Transformation;
Performance;
Measurement and Metrics;
Strategy;
Management
Kaplan, Robert S., and David P. Norton. "Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part II." Accounting Horizons 15, no. 2 (June 2001).
- March 2001 (Revised April 2001)
- Case
Montefiore Medical Center
By: Robert S. Kaplan and Syeda Noorein Inamdar
A large urban medical center implements the Balanced Scorecard management tool. Elaine Brennan, senior VP of operations, has reorganized a highly functional health care organization into decentralized patient care centers and support units. Having recently endured the...
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Keywords:
Balanced Scorecard;
Health Care and Treatment;
Management Systems;
Organizational Structure;
Corporate Strategy;
Leadership Development;
Growth and Development Strategy;
Financial Reporting;
Budgets and Budgeting;
Cost Accounting;
Corporate Accountability;
Communication;
Health Industry
Kaplan, Robert S., and Syeda Noorein Inamdar. "Montefiore Medical Center." Harvard Business School Case 101-067, March 2001. (Revised April 2001.)
- Article
Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I
By: Robert S. Kaplan and David P. Norton
Keywords:
Balanced Scorecard;
Transformation;
Performance;
Measurement and Metrics;
Strategy;
Management
Kaplan, Robert S., and David P. Norton. "Transforming the Balanced Scorecard from Performance Measurement to Strategic Management: Part I." Accounting Horizons 15, no. 1 (March 2001): 87–104.