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Note on Process Analysis (Abridged)

by Roy D. Shapiro

Provides an introductory note to production processes and the use of flow diagrams.

Note on Process Observation

by John J. Gabarro Anne Harlan

Explains some of the dynamics of what actually happens in an effective or ineffective group. Also mentioned are a number of interventions which can be taken on by any group member to help change an ineffective group to one which operates more effectively.

Note on Production Inventories

by David H. Maister

Introduction to basic notions of EDQ, reorder points, periodic review systems, and ABC Analysis.

Note on Quality: The Views of Deming, Juran, and Crosby

by David A. Garvin Artemis March

Describes the three distinct approaches to quality management represented by W. Edwards Deming, Joseph Juran, and Philip B. Crosby. Designed to introduce students to the elements of statistical quality control, structured approaches to quality improvement, and zero defects programs and to show them that there is more than one way to improve quality.

Note on Regulatory Choices

by Indra A. Reinbergs Alexander Dyck

For many firms, government interaction is expansive, influencing the conduct of firms and industry structure. The visible hand of government, in the form of a regulatory scheme, plays a role in firm affairs along with the invisible hand of market forces. Deregulation and regulatory reform have changed but not eliminated government intervention. In such regulated environments, successful business strategy requires an understanding of the goals of regulatory involvement and the specifics of regulatory institutions. This note identifies some of the functions provided by regulatory institutions as well as the more important dimensions that differentiate specific institutional approaches to regulation. Understanding the common functions is important for managers interested in which approaches provide scope for long-term private sector involvement. Understanding the institutional differences is essential to devising specific strategies for business success. This note examines different regulatory decisions: the objectives behind regulatory intervention; the economic and legal basis of regulation; and various ways to implement a regulatory system, involving design choices in regulatory independence, the decision-making process, and industry scope.

Note on Reimbursement of Health Care Providers: Case-Based and Capitation Payment

by Regina E. Herzlinger Thomas T. Nagle

Explains how managed care organizations use capitation as a payment method for providers.

Note on Reimbursement of Health Care Providers: Case-Based, Per Diem, and Capitation Payments

by Regina E. Herzlinger Thomas T. Nagle

Explains how managed care organizations use capitation as a payment method for providers.

Note on Retail Economics

by David E. Bell

Reviews some elementary statistics on financial ratios that are commonly used to evaluate retailing companies.

Note on Rewards Systems

by Michael Beer Bert A. Spector

Looks at rewards in general, and pay in particular, and studies the conditions that may enhance or detract from employee satisfaction and organizational effectiveness.

Note on Risk Arbitrage

by George Chacko Randolph B. Cohen Marc Chennault

Describes the investment strategy of risk arbitrage.

Note on Scenario Planning

by David A. Garvin Lynne C. Levesque

Describes the process, components, and detailed action steps involved in using scenario planning in any organization. Provides detailed examples that use the process.

Note on Service Mapping

by James L. Heskett Robert T. Anthony

Illustrates a simple technique for diagramming operations flows in service companies. Can be used to help structure analysis and discussion of cases involving sequenced operations.

Note on Shared Ownership

by Ethan S. Bernstein Nick Rekenthaler

While several tactics can drive company performance by instilling a sense of shared ownership among employees, perhaps the most direct is to actually share ownership with employees. Many public and private companies across industries have done just that, and studies have found that sharing ownership with employees can benefit a number of workplace performance metrics. This note summarizes the historical context from which shared corporate ownership grew, presents the three key decisions that leaders need to make when offering shared ownership (how broadly to do so, with what accountability, and with what rights), details the strategies that companies can use to share ownership with employees (e.g., profit-sharing, Employee Stock Ownership Plans (ESOPs), etc.), illustrates different strategies particular companies have employed, and concludes with open questions for future leaders. The goal of the note is to educate future leaders and managers on the implications of shared ownership decisions on employee engagement, and ultimately, long-term company performance. The note also provides a basic how-to user's guide to familiarize future managers with approaches to sharing ownership more broadly with employees.

Note on Socially Responsible Investing

by Daniela Beyersdorfer Sandra J. Sucher Ian Mckown Cornell

This note describes Socially Responsible Investing, providing a brief history, description of different socially responsible investing approaches, and overview of selected players and institutions involved in the socially responsible investing field. It has been written to provide background for the case study on Generation Investment Management.

Note on Starting a Nonprofit Venture

by J. Gregory Dees Alice Oberfield

Provides anyone considering starting a nonprofit organization with a basic understanding of the nature of nonprofit status, tax and regulatory issues for nonprofits, and the distinctive management challenges associated with a nonprofit start-up.

Note on Store Location

by David E. Bell Jose B. Alvarez

Reviews some basic issues to be considered in selecting a new location for a retail store.

Note on Strategic Alliances

by Paul A. Gompers Alexander Tsai

Presents an overview of strategic alliance. Discusses the academic literature and its implications for the structure of strategic alliances. Also details the types of strategic alliances utilized by small, growing firms.

Note on Structured Interviewing

by Ethan S. Bernstein Amy Ross

Making good hiring decisions is a critical management activity, yet many leaders just "wing it" when interviewing candidates to fill openings by having an organic conversation to assess the candidate's fit, unknowingly subjecting the process to unconscious bias. Instead, organizations should employ structured interviewing techniques to carefully assess the skills needed for a given opening, to determine a consistent approach for fairly evaluating candidates' skills, and ultimately to make the best possible hiring decision. This note aims to help the reader acquire the skills necessary to be an effective interviewer and to champion best-practice interviewing within his or her organization. Beginning by briefly summarizing the pitfalls of unstructured interviewing, the note proceeds to explain three types of structured interviewing techniques, the steps hiring managers should undertake to prepare for and conduct interviews, and tips for making evidence-based assessments.

Note on Taxation

by William J. Poorvu Arthur I Segel Michael D. Krummer Glenn S. Miller Samuel Plimpton

Every real-estate transaction is affected by the tax consequences that result from its form and substance. Structuring a transaction without a thorough understanding of its tax considerations is likely to reduce the transaction's potential value. The failure to utilize the available tax benefits eliminates one of the major reasons for making a real-estate investment.

Note on Taxation

by William J. Poorvu Arthur I Segel Charles F Wu Michael D. Krummer Glenn S. Miller Joseph M. Gerstel Po Sit

Every real-estate transaction is affected by the tax consequences that result from its form and substance. Structuring a transaction without a thorough understanding of its tax considerations is likely to reduce the transaction's potential value. The failure to utilize the available tax benefits eliminates one of the major reasons for making a real-estate investment.

Note on Team Process

by Linda A. Hill Maria T. Farkas

When tasks are highly complex, demand a diversity of skills, or require a commitment from the involved parties, teams are usually the most effective way to approach them. But a group of people working together does not automatically equally a team, and groups are often inefficient and ineffective. Provides detailed information on team development, team management, and team process. Also suggests specific interventions that any team member can make to improve decision making and participation, as well as ways to influence dynamics and resolve conflicts.

Note on Telemedicine

by Regina E. Herzlinger Jillian Copeland

This note provides background in all the modalities of telemedicine. It accompanies the cases "Medtronic: Patient Management Initiative" (A) and (B), HBS Nos. 302-005 and 309-064.

Note on Transaction and Translation Exposure

by W. Carl Kester Richard P. Melnick

Describes the transaction and translation exposures that companies doing business internationally face when foreign exchange rates change. Also discusses how to measure and cover both types of exposure. Covering techniques are demonstrated using examples of forward cover, money market hedges, and options market hedges. Other covering devices, such as swaps and leads and lags, are also presented. Explains how these exposures relate to each other and what can be done to minimize overall foreign exchange risk.

Note on Valuation in Entrepreneurial Ventures

by Paul A. Gompers

Discusses various valuation methodologies for analyzing entrepreneurial firms. Gives a description of the methodologies and describes when each method is appropriate.

Note on Valuation in Private Equity Settings

by Josh Lerner John Willinge

This note discusses several ways in which venture-backed firms can be valued, including comparables, net present value, decision-tree analysis, and the "venture capital method."

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