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-
All HBS Web
(7,851)
- People (21)
- News (2,088)
- Research (3,732)
- Events (9)
- Multimedia (97)
- Faculty Publications (2,668)
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- November 2000
- Background Note
Note on Employee Stock Ownership Plans (ESOPs) and Phantom Stock Plans
By: Dwight B. Crane and Indra Reinbergs
Provides a brief overview of employee stock ownership plans (ESOPs) and phantom stock plans for owners of closely held companies. ESOPs can be used as a tool of corporate financing, and can provide employees with ownership interests. Phantom stock plans can reward...
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Keywords:
Financing and Loans;
Employee Stock Ownership Plan;
Motivation and Incentives;
Management Teams;
Corporate Governance;
Ownership Stake;
Taxation
Crane, Dwight B., and Indra Reinbergs. "Note on Employee Stock Ownership Plans (ESOPs) and Phantom Stock Plans." Harvard Business School Background Note 201-034, November 2000.
- February 1999 (Revised March 2003)
- Background Note
Enterprise Resource Planning
Introduces the concepts and issues related to Enterprise Resource Planning (ERP) technology. Begins with a stylized example of ERP in action. Aa brief history of the ERP industry is provided, with reference to major events and players. Additional case examples of...
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Austin, Robert D., Mark J. Cotteleer, and Cedric Escalle. "Enterprise Resource Planning." Harvard Business School Background Note 699-020, February 1999. (Revised March 2003.)
- September 1984 (Revised March 1993)
- Background Note
Marketing Planning and Organization
By: Robert J. Dolan
Presents guidelines for effective marketing planning. Provides a general outline of the contents of a typical marketing plan, the process by which the plan is developed, and considers the benefits successful firms reap from their planning efforts and the problems that...
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Dolan, Robert J. "Marketing Planning and Organization." Harvard Business School Background Note 585-106, September 1984. (Revised March 1993.)
- May 2011
- Supplement
Baria Planning Solutions, Inc.: Fixing the Sales Process, Faculty Spreadsheet (Brief Case)
By: Steven C. Wheelwright and William Schmidt
- May 2011
- Supplement
Baria Planning Solutions, Inc.: Fixing the Sales Process, Spreadsheet Supplement (Brief Case)
By: Steven C. Wheelwright and William Schmidt
- 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...
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Keywords:
Competency and Skills;
Management Analysis, Tools, and Techniques;
Personal Development and Career;
Relationships;
Power and Influence;
Trust
Thomas, David A., and Karen J. Watai. "Breaking Through Action Plan." Harvard Business School Exercise 409-059, November 2008. (Revised January 2011.)
- November 2005 (Revised July 2006)
- Background Note
A Note on Scenario Planning
By: David A. Garvin and Lynne Levesque
Describes the process, components, and detailed action steps involved in using scenario planning in any organization. Provides detailed examples that use the process.
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Keywords:
Planning
Garvin, David A., and Lynne Levesque. "A Note on Scenario Planning." Harvard Business School Background Note 306-003, November 2005. (Revised July 2006.)
- April 21, 2023
- Article
When Scenario Planning Fails
By: Kalle Heikkinen, William R. Kerr, Mika Malin, Panu Routila and Eemil Rupponen
How can organizations perform scenario planning when they are hit by shocks outside of leaders’ field of vision? Interviews with Nordic executives, who experienced both the Covid-19 pandemic and were in close proximity to Russia as the country invaded Ukraine, can...
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Keywords:
Planning;
Crisis Management;
Organizational Structure;
Forecasting and Prediction;
System Shocks;
Organizational Change and Adaptation
Heikkinen, Kalle, William R. Kerr, Mika Malin, Panu Routila, and Eemil Rupponen. "When Scenario Planning Fails." Harvard Business Review Digital Articles (April 21, 2023).
- Research Summary
Supply Chain Inventory Planning
My work studies management decision-making in demand and supply planning contexts with a focus on forecasting and inventory planning decisions. I examine these decision-making processes from both a supply chain (i.e. across firm) and an... View Details
- September 1985 (Revised July 1986)
- Background Note
The Art of Action Planning
Describes two different approaches to the process of action planning and implementation. Offers specific advice for action planning and for learning how to action plan.
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Keywords:
Planning
Isenberg, Daniel J. "The Art of Action Planning." Harvard Business School Background Note 486-029, September 1985. (Revised July 1986.)
- January 1994 (Revised March 1995)
- Background Note
Evaluating an Action Plan
By: Linda A. Hill
Managers report that action planning to resolve interpersonal and organizational challenges is far more demanding than diagnosing them. Although there are many frameworks for evaluating their diagnoses, there are few for evaluating their action plans. Reviews the major...
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Keywords:
Planning
Hill, Linda A. "Evaluating an Action Plan." Harvard Business School Background Note 494-090, January 1994. (Revised March 1995.)
- May 1983 (Revised November 1987)
- Case
Technical Data Corp.: Business Plan
Contains materials extracted from a business plan developed by the company in 1980. The purpose of the business plan was to raise $100,000 to finance the commencement of operations. The firm intended to provide analytical services to bond market traders. The product...
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Keywords:
Business Plan
Sahlman, William A. "Technical Data Corp.: Business Plan." Harvard Business School Case 283-073, May 1983. (Revised November 1987.)
- November 2005 (Revised March 2006)
- Case
Genentech - Capacity Planning
By: Daniel C. Snow, Steven C. Wheelwright and Alison Berkley Wagonfeld
While facilitating a complex clinical approval process over the next two to three years for a family of new cancer drugs, Genentech must develop a long-term capacity plan for a major class of new cancer products. Adding to the complexity and uncertainty is the fact...
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Keywords:
Factories, Labs, and Plants;
Growth and Development Strategy;
Management Style;
Management Teams;
Time Management;
Product;
Product Development;
Business Processes;
Performance Capacity;
Planning;
Risk and Uncertainty;
Complexity;
Pharmaceutical Industry
Snow, Daniel C., Steven C. Wheelwright, and Alison Berkley Wagonfeld. "Genentech - Capacity Planning." Harvard Business School Case 606-052, November 2005. (Revised March 2006.)
- June 1984 (Revised November 1985)
- Background Note
Product Line Planning
Keywords:
Planning
Shapiro, Benson P. "Product Line Planning." Harvard Business School Background Note 584-145, June 1984. (Revised November 1985.)
- July–August 1986
- Article
Making Planning Strategic
Hamermesh, Richard G. "Making Planning Strategic." Harvard Business Review 64, no. 4 (July–August 1986): 115–120.
- summer 1993
- Article
Manufacturing Strategic Planning
By: David A. Garvin
Garvin, David A. "Manufacturing Strategic Planning." California Management Review 35, no. 4 (summer 1993): 85–106.
- January 2009
- Case
Marks and Spencer: Plan A
By: David E. Bell, Nitin Sanghavi and Laura Winig
Marks & Spencer initiated a comprehensive approach to sustainability (reduction of waste, carbon emissions, fair trade) called Plan A. Does it offer a competitive advantage?
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Keywords:
Marketing;
Corporate Social Responsibility and Impact;
Strategic Planning;
Environmental Sustainability;
Competitive Advantage;
Retail Industry
Bell, David E., Nitin Sanghavi, and Laura Winig. "Marks and Spencer: Plan A." Harvard Business School Case 509-029, January 2009.
- September 1999
- Case
Chemdex.com Business Plan
Applegate, Lynda M. "Chemdex.com Business Plan." Harvard Business School Case 800-139, September 1999.
- November 1996
- Background Note
Some Thoughts on Business Plans
A framework for assessing new business opportunities and the business plans used to describe them is developed. Useful for aspiring entrepreneurs in MBA programs.
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Sahlman, William A. "Some Thoughts on Business Plans." Harvard Business School Background Note 897-101, November 1996.
- April 2001 (Revised August 2001)
- Case
Strategic Planning at Sun Life
Describes the firm's strategic planning activities and focuses on the challenge of developing processes that enable the firm to improve the core business as well as processes that foster the creation of promising new business opportunities.
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Keywords:
Strategic Planning
Roberto, Michael. "Strategic Planning at Sun Life." Harvard Business School Case 301-084, April 2001. (Revised August 2001.)