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      • Faculty Publications  (50)

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      • September 2022
      • Case

      Deciding When to Engage on Societal Issues

      By: Hubert Joly and Amram Migdal
      This case provides brief descriptions of 18 examples of corporate leaders confronting questions of whether and how to engage with societal issues, including social, political, and environmental issues. Social issues include COVID-19; social and racial justice;...  View Details
      Keywords: Political Issues; Social Justice; Racial Justice; Environmental Issues; Social Issues; Corporate Social Responsibility and Impact; Values and Beliefs
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      Joly, Hubert, and Amram Migdal. "Deciding When to Engage on Societal Issues." Harvard Business School Case 523-045, September 2022.
      • July 2022
      • Case

      A Soul and a Service: North Carolina Mutual Life Insurance

      By: Tom Nicholas and John Masko
      The North Carolina Mutual and Provident Association (the Mutual) was founded in 1898 as a for-profit entity selling life insurance catering to the Black community. The Mutual was entering a field crowded with established White-owned competitors that largely refused to...  View Details
      Keywords: Black Entrepreneurs; Insurance; History; Race; Prejudice and Bias; Entrepreneurship; Decision Choices and Conditions; Growth and Development Strategy; Insurance Industry; United States
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      Nicholas, Tom, and John Masko. "A Soul and a Service: North Carolina Mutual Life Insurance." Harvard Business School Case 823-032, July 2022.
      • February 2020
      • Case

      Bill Riddick and the Durham S.O.S. Charrette

      By: Francesca Gino and Jeffrey Huizinga
      Bill Riddick employs the charrette process to help black and white community leaders overcome differences and desegregate local schools in Durham, North Carolina.  View Details
      Keywords: Charrette; Schools; Desegregation; Education; Social Issues; Race; Leading Change; History; Durham; North Carolina
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      Gino, Francesca, and Jeffrey Huizinga. "Bill Riddick and the Durham S.O.S. Charrette." Harvard Business School Case 920-048, February 2020.
      • January 2019 (Revised November 2020)
      • Case

      Ribbon Home: iBacking for Real Estate

      By: Marco Di Maggio and Sarah Gulick
      In November 2018, Shaival Shah, the founder and CEO of Ribbon Home had to decide on the next steps for the company. Ribbon had introduced a program that backs consumers with cash offers without creating a loan structure in order to help them compete with iBuyers, such...  View Details
      Keywords: Consumers; Real Estate; Property; Finance; Digital Platforms; Business Model; Decision Making; Real Estate Industry; Technology Industry
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      Di Maggio, Marco, and Sarah Gulick. "Ribbon Home: iBacking for Real Estate." Harvard Business School Case 219-059, January 2019. (Revised November 2020.)
      • November 2018
      • Supplement

      Home Nursing of North Carolina

      By: Richard S. Ruback and Royce Yudkoff
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      Ruback, Richard S., and Royce Yudkoff. "Home Nursing of North Carolina." Harvard Business School Multimedia/Video Supplement 218-709, November 2018.
      • July 2018 (Revised January 2019)
      • Teaching Note

      MC Tool

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Sean Witty and Jason Premo acquired MC Tool, a machine shop located in South Carolina in 2007 with the intent to transform it into a precision manufacturer. Witty and Premo were able to more than double revenue to $6 million in their first year of managing MC by...  View Details
      Keywords: Small & Medium-sized Enterprises; Small Business; Production; Transformation; Problems and Challenges; Financial Condition; Business Strategy; Manufacturing Industry; United States
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "MC Tool." Harvard Business School Teaching Note 219-004, July 2018. (Revised January 2019.)
      • June 2018 (Revised February 2019)
      • Teaching Note

      Home Nursing of North Carolina

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      In 2011, immediately after graduating HBS, Ari Medoff began a self-funded search for a small firm to buy and run as its CEO. After just three month of searching, he identified Home Nursing of North Carolina (HNNC), a home care agency based in Greensboro, NC, as a...  View Details
      Keywords: Small Firms Management; Acquisition; Negotiation Process; Investment; Small Business; Management; Personal Development and Career
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Home Nursing of North Carolina." Harvard Business School Teaching Note 218-130, June 2018. (Revised February 2019.)
      • November 2017
      • Case

      Outrageous Ambition: Duke University

      By: William C. Kirby and Yuanzhuo Wang
      Duke University had grown from a one room schoolhouse in rural North Carolina in 1859 to one of the leading research universities in the U.S. and the world. Since the late 1950s, Duke’s leaders had consciously used the process of strategic planning to guide the...  View Details
      Keywords: Duke University; University Governance; Internationalization; Duke Kunshan University; Interdisciplinarity; Higher Education; Interdisciplinary Studies; Global Strategy; Governing and Advisory Boards; Business History; Growth and Development Strategy; Organizational Design; Organizational Structure; Organizational Culture; Organizational Change and Adaptation; Strategic Planning; Education Industry; United States; China; Singapore
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      Kirby, William C., and Yuanzhuo Wang. "Outrageous Ambition: Duke University." Harvard Business School Case 318-043, November 2017.
      • March 2017 (Revised June 2019)
      • Case

      CEO Activism (A)

      By: Michael W. Toffel, Aaron K. Chatterji and Julia Kelley
      This case introduces CEO activism, a phenomenon in which business leaders engage in political or social issues that do not relate directly to their companies. The case uses several examples to describe why business leaders are engaging in CEO activism and the potential...  View Details
      Keywords: Leadership & Corporate Accountability; Environmental And Social Sustainability; Environment; Climate Change; Gender Equality; Communication Strategy; Moral Sensibility; Values and Beliefs; Leadership; Law; Rights; Risk Management; Media; Corporate Social Responsibility and Impact; Religion; Expansion; Strategy; Social Issues; Consumer Products Industry; Electronics Industry; Technology Industry; United States; Indiana; North Carolina
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      Toffel, Michael W., Aaron K. Chatterji, and Julia Kelley. "CEO Activism (A)." Harvard Business School Case 617-001, March 2017. (Revised June 2019.)
      • April 3, 2016
      • Guest Column

      The Power of C.E.O. Activism: How Politically Outspoken Executives Sway Public (and Consumer) Opinion

      By: Aaron K. Chatterji and Michael W. Toffel
      Some CEOs are making news by taking public stances on controversial social issues largely unrelated to their core business. This article summarizes the insights from our research paper that shows that such "CEO activism" can influence public opinion and consumer...  View Details
      Keywords: Leadership & Corporate Accountability; Non-market Strategy; Corporate Social Responsibility; Politics; Political Influence; Political Strategy; Political Risk; Equity; Gender; Climate Change; Communication Strategy; Law; Leadership; Brands and Branding; Media; Problems and Challenges; Civil Society or Community; Social Issues; Public Opinion; United States; Georgia (state, US); North Carolina; Indiana; Indianapolis
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      Chatterji, Aaron K., and Michael W. Toffel. "The Power of C.E.O. Activism: How Politically Outspoken Executives Sway Public (and Consumer) Opinion." Grey Matter. New York Times (April 3, 2016), SR10.
      • February 2016 (Revised April 2017)
      • Case

      Democracy and Women's Rights in America: The Fight over the ERA

      By: David Moss, Amy Smekar, Dean Grodzins, Rachel Wilf and Marc Campasano
      On the afternoon of June 21, 1982, the Florida Senate prepared to vote on whether to ratify the proposed Equal Rights Amendment (ERA) to the U.S. Constitution, which stated that “Equality of Rights under the law shall not be denied or abridged by the United States or...  View Details
      Keywords: Rights; Government Legislation; Gender; History; Public Administration Industry; Florida
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      Moss, David, Amy Smekar, Dean Grodzins, Rachel Wilf, and Marc Campasano. "Democracy and Women's Rights in America: The Fight over the ERA." Harvard Business School Case 716-041, February 2016. (Revised April 2017.)
      • February 2016 (Revised April 2017)
      • Case

      James Madison, the 'Federal Negative,' and the Making of the U.S. Constitution

      By: David Moss and Marc Campasano
      On June 8th, 1787, at the Constitutional Convention in Philadelphia, delegates from across the United States began discussing a curious proposal to expand federal power over the states. James Madison of Virginia had suggested that the new constitution include a...  View Details
      Keywords: Governance; Law; Government and Politics; Power and Influence; History; South Carolina; Philadelphia; United States
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      Moss, David, and Marc Campasano. "James Madison, the 'Federal Negative,' and the Making of the U.S. Constitution." Harvard Business School Case 716-053, February 2016. (Revised April 2017.)
      • April 2015
      • Case

      Carolinas HealthCare System: Consumer Analytics

      By: John A. Quelch and Margaret L. Rodriguez
      In 2014, Dr. Michael Dulin, chief clinical officer for analytics and outcomes research and head of the Dickson Advanced Analytics (DA2) group at Carolinas HealthCare System (CHS), successfully unified all analytics talent and resources into one group over a three year...  View Details
      Keywords: Consumer Segmentation; Big Data; Management Information Systems; Hospital Management; Health Care and Treatment; Marketing; Segmentation; Analytics and Data Science; Information Management; Information Technology; Health; Health Industry; United States
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      Quelch, John A., and Margaret L. Rodriguez. "Carolinas HealthCare System: Consumer Analytics." Harvard Business School Case 515-060, April 2015.
      • September 2014 (Revised April 2016)
      • Case

      Cree Inc.: Introducing the LED Light Bulb

      By: John Gourville and Michael Norris
      Cree, a North Carolina-based maker of light emitting diodes (LEDs), has just introduced its first consumer product—an LED light bulb. It is designed as an energy efficient replacement for the ubiquitous incandescent light bulb. But given that it is an unfamiliar...  View Details
      Keywords: Marketing; Innovation; Product Adoption; Technological Innovation; Technology Adoption; Energy Conservation; Product Launch; Consumer Products Industry; North Carolina
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      Gourville, John, and Michael Norris. "Cree Inc.: Introducing the LED Light Bulb." Harvard Business School Case 515-026, September 2014. (Revised April 2016.)
      • January 2013 (Revised November 2016)
      • Case

      The New Carolina Initiative

      By: Michael E. Porter and Jorge Ramirez-Vallejo
      The New Carolina Initiative case explores the process of fostering competitiveness in the subnational region, South Carolina, one of the poorest states in the United States. The case has been developed primarily for use in the course "Microeconomics of...  View Details
      Keywords: Public Sector; Poverty; Competitive Strategy; Private Sector; Economic Growth; South Carolina
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      Porter, Michael E., and Jorge Ramirez-Vallejo. "The New Carolina Initiative." Harvard Business School Case 713-462, January 2013. (Revised November 2016.)
      • November 2012
      • Case

      Sugar Bowl

      By: Richard G. Hamermesh and Alisa Zalosh
      Shelby Givens, a recent business school graduate, returned home to Raleigh, North Carolina, to help rescue her family's ailing and outdated bowling alley, Westlake Lanes. Although she cut costs and addressed inefficiencies, moving the business from near-bankruptcy to...  View Details
      Keywords: Family Business; Entrepreneurship; Operations; Performance; Business Strategy; Corporate Finance; Entertainment and Recreation Industry; Raleigh
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      Hamermesh, Richard G., and Alisa Zalosh. "Sugar Bowl." Harvard Business School Brief Case 913-537, November 2012.
      • October 2012
      • Teaching Note

      Carolina for Kibera (TN)

      By: Kathleen L. McGinn
      Keywords: Organizational Behavior; Power and Influence; Non-Governmental Organizations; Social Enterprise; Negotiation; Kenya; United States
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      McGinn, Kathleen L. "Carolina for Kibera (TN)." Harvard Business School Teaching Note 913-001, October 2012.
      • October 2012 (Revised August 2018)
      • Case

      Carolina for Kibera

      By: Kathleen L. McGinn, Beth-Ann Kutchma and Cailin B. Hammer
      Carolina for Kibera (CFK) is an international non-profit organization whose mission is to promote youth leadership and gender and ethnic cooperation in Kibera, the largest unstructured settlement situated in the heart of Nairobi, Kenya. CFK's programs constructively...  View Details
      Keywords: Organizational Behavior; Power and Influence; Non-Governmental Organizations; Social Enterprise; Negotiation; Organizational Change and Adaptation; Kenya; United States
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      McGinn, Kathleen L., Beth-Ann Kutchma, and Cailin B. Hammer. "Carolina for Kibera." Harvard Business School Multimedia/Video Case 913-701, October 2012. (Revised August 2018.)
      • June 2012 (Revised October 2018)
      • Case

      Home Nursing of North Carolina

      By: Richard S. Ruback and Royce Yudkoff
      Ari Medoff's (HBS '11) goal was to control his own professional destiny by owning his own company. His search identified a suitable acquisition in Home Nursing of North Carolina, and he had negotiated a purchase price of $3.5 million, or 4.2x trailing EBITDA. Medoff...  View Details
      Keywords: Search Funds; Small Companies; Acquisitions; Negotiation; Medical Services; Negotiation Process; Valuation; Investment; Acquisition; Health Industry
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      Ruback, Richard S., and Royce Yudkoff. "Home Nursing of North Carolina." Harvard Business School Case 212-120, June 2012. (Revised October 2018.)
      • 22 Sep 2011
      • Other Presentation

      The New Carolina Initiative

      By: Michael E. Porter
      The New Carolina Initiative - New Carolina Annual Celebration  View Details
      Keywords: Economics; United States
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      Porter, Michael E. "The New Carolina Initiative." New Carolina Annual Celebration, Columbia, SC, September 22, 2011.
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