Relevant bibliographies by topics / Corporate planning

Contents

  1. Journal articles
  2. Dissertations / Theses
  3. Books
  4. Book chapters
  5. Conference papers
  6. Reports

Academic literature on the topic 'Corporate planning'

Author: Grafiati
Published: 4 June 2021
Last updated: 29 July 2024

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Journal articles on the topic "Corporate planning"

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Jain, Vikas, and Dr G. N. Purohit Dr. G. N. Purohit. "Corporate Planning." International Journal of Scientific Research 2, no. 1 (June 1, 2012): 118. http://dx.doi.org/10.15373/22778179/jan2013/41.

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Ignatova, Katerina, and Christopher J. Steeves. "Corporate Tax Planning: ESG and Corporate Tax Planning." Canadian Tax Journal/Revue fiscale canadienne 71, no. 1 (April 2023): 321–33. http://dx.doi.org/10.32721/ctj.2023.71.1.ctp.

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Environmental, social, and governance (ESG) is a framework for considering certain risks and opportunities applicable to a company. Investors, and increasingly regulators, are requiring disclosure of certain ESG-related metrics and data. Some of these data reflect the externalities that a company creates with respect to the environment and to society. Investors, and potentially regulators and governments, can use these data to evaluate the company and price negative externalities. Being prepared and proactive will allow a company to develop a tax strategy that is consistent with its larger ESG goals. Globally, there is an increasing obligation for companies to publish a tax strategy, as well as to disclose uncertain tax positions and aggressive tax planning to the tax authorities and the public. This trend is also making its way into Canada, albeit at a slower pace. As the Canadian government and investors move toward pricing negative externalities using ESG metrics, it is crucial that Canadian companies start to consider the role of ESG with regard to tax planning, if they have not done so already. Canadian companies should also consider how their tax strategy will be perceived by the company's stakeholders, including the public, clients, and employees.
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Kiambati, Kellen, and Julius Itunga. "Managerial Skills and Corporate Strategic Planning." International Journal of Management Science and Business Administration 2, no. 8 (2015): 16–23. http://dx.doi.org/10.18775/ijmsba.1849-5664-5419.2014.28.1002.

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The aim of this study was to establish the relationship between managerial skills and corporate strategic planning. The study was premised on increased call to meticulous strategic planning in all organizations across all sectors in Kenya. A close examination of existing literature showed that very little has been done in the area of evidence-based strategic planning. Public and private institutions participated in this study. The findings showed a positive and significant relationship between managerial skills and corporate strategic planning. The implication of the findings for management was to give more attention to managerial skills.
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Armstrong, J. Scott, Noel Capon, John U. Farley, and James M. Hulbert. "Corporate Strategic Planning." Journal of Marketing 54, no. 2 (April 1990): 114. http://dx.doi.org/10.2307/1251876.

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Hoyt, Donald P. "Corporate strategic planning." Journal of Rural Studies 5, no. 4 (January 1989): 416–17. http://dx.doi.org/10.1016/0743-0167(89)90068-5.

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Patrizi, Giacomo. "Introducing Corporate Planning." European Journal of Operational Research 29, no. 1 (April 1987): 113. http://dx.doi.org/10.1016/0377-2217(87)90200-1.

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Mgammal, Mahfoudh Hussein. "Corporate tax planning and corporate tax disclosure." Meditari Accountancy Research 28, no. 2 (October 18, 2019): 327–64. http://dx.doi.org/10.1108/medar-11-2018-0390.

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Purpose This paper aims to examine the impact of corporate tax planning (TP) on tax disclosure (TD). Using tax expenses data set, with the detailed effective tax rate (ETR) by reconciling individual items of income and expenses. Design/methodology/approach A firm-level panel data set is used to analyse 286 non-financial listed companies on Bursa Malaysia that spans the period 2010-2012. Multivariate statistical analyses were run on the sample data. The empirical understanding of TD depends on public sources of data in the financial statement, characterized in the aggregated note of tax expenses. Fitting with Malaysian environment, the authors measured TD using modified ETR reconciling items. Findings Results show that TP, exhibit a robust positive influence on TD. This suggests that TP is related to lower corporate TD. In addition, companies with high TP attempt to mitigate the disclosure problem by increasing various TD. The authors further find significant positive impact between each of firm size and industry dummy, on TD. This means that company-specific characteristics are significant factors affecting corporate TD. Research limitations/implications This study contributes to the literature on the effect of TP on TD. It depends on both the signalling theory and the Scholes–Wolfson framework, which are the main theories concerned with TP and TD. Therefore, from a theoretical side, the authors add to the current theories by verifying that users are the party influenced whether positively or negatively, by the extent of TD or the extent of TP activities through Malaysian organizations. Practical implications The evidence found in this paper has important policy and practical implications for the authorities, researchers, decision makers and company managers. The findings can provide them some relevant insights on the importance of TP actions from companies’ perspective and contribute to the discussion of who verifies and deduces from TD directed by companies. Originality/value This paper originality is regarded as the first attempt to examine the impact of TP on TD in a developing country such as Malaysia. Malaysian setting is an interesting one to examine because Malaysia could be similar to other countries in Southeast Asia. Results contribute significant insights to the discussion about TD regarding, which parties are responsible for the verification of TD by firms, and which parties benefit from this disclosure. Findings suggest that companies face a trade-off between tax benefits and TD when selecting the type of their TP.
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Bagrin, Pavel Petrovich. "PLANNING CORPORATE SYSTEMS FUNCTIONING." Bulletin of the Moscow State Regional University (Economy), no. 2 (2016): 52–61. http://dx.doi.org/10.18384/2310-6646-2016-2-52-61.

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Fubara, Bedford A. "Corporate planning in Nigeria." Long Range Planning 19, no. 2 (April 1986): 125–32. http://dx.doi.org/10.1016/0024-6301(86)90229-3.

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Targett, David. "Corporate Internet: Planning Guide." European Journal of Information Systems 7, no. 2 (June 1998): 151–52. http://dx.doi.org/10.1057/palgrave.ejis.3000280.

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Dissertations / Theses on the topic "Corporate planning"

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Taketomi, Tametsugu. "Comparative analysis of corporate strategic planning." Thesis, Massachusetts Institute of Technology, 1990. http://hdl.handle.net/1721.1/14271.

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Thesis (M.S.)--Massachusetts Institute of Technology, Sloan School of Management, 1990.
Title as it appears in the M.I.T. Graduate List, Feb. 1990: Comparative analysis of corporate planning.
Includes bibliographical references (leaves 105-109).
by Tametsugu Taketomi.
M.S.
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Cheung, Cheung-ching Cherry. "Corporate strategies in international liner shipping /." Hong Kong : University of Hong Kong, 1995. http://sunzi.lib.hku.hk/hkuto/record.jsp?B14038924.

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El-Din, Eman Mohamed Saad. "Corporate planning in the Egyptian textile industry." Thesis, University of Hull, 1990. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.361408.

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Schwäbe, Alexander Norbert [Verfasser]. "Essays on corporate tax planning / Alexander Norbert Schwäbe." Hannover : Gottfried Wilhelm Leibniz Universität Hannover, 2018. http://d-nb.info/1176105140/34.

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Ragazzi, Luca <1990&gt. "Business Planning in ottica di Corporate Social Responsibility." Master's Degree Thesis, Università Ca' Foscari Venezia, 2018. http://hdl.handle.net/10579/12111.

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La responsabilità sociale delle imprese (CSR) nella sua moderna formulazione è un argomento rilevante e in continuo sviluppo, a partire dalla metá degli anni ’50 la responsabilitá sociale di impresa é un concetto che vive un processo di continua crescita, sia di importanza che di concretezza. La gravitá della crisi degli ultimi anni é certamente il presupposto per ricercare un nuovo sviluppo economico plasmato sulla responsabilitá sociale di impresa. Coordinato con la CSR, il documento che esprime e traccia la linea guida dell’idea imprenditoriale è il Business Plan, si tratta di una formulazione del piano pluriennale con il quale l’impresa programma la propria attivitá. I fattori di successo futuri sono rappresentati in questo documento che descrive il piano d’azione dell’ imprenditore, consentendo di valutarne la fattibilitá e la redditivitá. L’obbiettivo principale di questo lavoro é individuare gli elementi chiave che legano la corporate social responsibility al business plan, ovvero esaminare la pianificazioine delle attivitá in osservanza e tutela delle condizioni sociali ed ecologiche. Esiste infatti una correlazione tra le attivitá delle piccole, medie e grandi imprese con la corporate social responsibility. Le imprese sono i soggetti con maggior responsabilitá riguardo le condizioni ambientali create con l’espansione della globalizzazione, le loro strategie incidono pesantemente sul’ evoluzione ambientale. Dal punto di vista qualitativo la corporate social responsibility, se affiancata al business plan, ha mostrato di avere un impatto positivo in ogni area aziendale, dalle risorse umane alla supply chain, nelle relazioni con l’ambiente esterno, nella brand reputation e sul’ attitudine del consumatore. Con riferimento invece all’ analisi quantitativa é stato rilevato come la riduzione del costo dell’equity capital é un elemento fondamentale ottenibile con l’applicazione della corporate social responsibility, nel complesso i dati sono coerenti con la previsione che una potenziale riduzione del costo del capitale azionario motivi le imprese a pubblicare autonomamente e spontaneamente i report CSR e che si ottengono cosí ottimizzazioni della gestione delle risorse finanziarie, del ricorso al credito e che si conseguino condizioni superiori delle performance.
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Anderson, Paul. "The business idea: problems of readiness and abandonment as a prerequisite to scenario thinking and planning." Thesis, Curtin University, 1999. http://hdl.handle.net/20.500.11937/1442.

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Documenting organisational history and heritage, it is argued, is an increasingly critical precursor to effective corporate and scenario planning. This study proposes that organisational history and heritage can be encapsulated in any local setting through the application of van der Heijden's (1996) conceptual framework i.e. the "business" idea. The study demonstrates that documenting the organisational business idea in use is a valid and meaningful planning activity. Secondly, the possession of multiple perspectives on the business idea in use, means that current and future planning teams will collectively be better informed, more competent and ready to abandon established ways of doing business and to strategise about unknown futures.Interpretivist methodology utilising an embedded single case study method was applied to an organisation undergoing change: the Family Planning Association of Western Australia, Inc. (FPWA). A stratified sample of thirty-four members from FPWA's institutional (Board of Management), corporate, organisational (service managers and coordinators) and technical (service delivery) organisational levels were interviewed, with the intent of capturing broad perceptions from each organisational level of the derived categories of the business idea framework. The categories investigated were those of organisational purpose, customer value created, distinctive competencies, competitive advantage, organisational uniqueness, positive and negative forces, and results. The study sought evidence to support each of the derived categories, as well as looking to elaborate on the process and task of business idea investigation and articulation.Interview outcomes were transcribed, coded and analysed using NUD*IST, the intent being to craft a consolidated model of the business idea in use at FPWA. Multiple perspectives from the four nominated organisational levels were isolated by copying the core NUD*IST database four times. A copy was assigned to each organisational group wherein interviews belonging to the assigned group were retained, and the remainder deleted, thereby allowing the differences between each group to emerge. Elements of the NUD*IST index system for the core and four derived databases were then exported to Decision Explorer for graphical representation and gap analysis. Narrative analysis was applied to relate the study's findings.Key internal and external factors were identified as both driving and hindering evolution of FPWA's corporate culture. It was in these areas that key insights to the meta value of the study emerged. The key driving external force was the changing face of sexual health community issues, specifically the expansion of services beyond women's health to cover men's, gay, lesbian and special need groups-FPWA is about sex (positive external force).The question of who should pay for sexual health services is also challenged. Concerns over the withdrawal of government funding (negative external force) and a lack of perceived direction (negative internal force) by members at the organisational and technical levels, has led to behaviour aimed at corporate survival and maintenance of the status quo. Many staff at FPWA were interpreted as clinging tightly to social justice, women's rights issues, reflecting the humanitarian (positive internal force) value-based aspects that have sustained FPWA's service over its twenty-five years of service.The conceptual framework associated with the business idea proved to be essentially a system that maps the organisation's corporate and commercial rationale. The systemic insights that emerged from the study at FPWA enabled the researcher to build a four level hierarchical model of systemic appreciation with van der Heijden's framework as the foundation. Issues of corporate age and stage of growth, systemic archetype and the key question facing the scenario planning team made up the higher levels of an emergent model of scenario planning readiness. The critical thinking associated with documenting the organisational history and heritage in the form of the business idea system has therefore generated a crucial link in the corporate and scenario planning process: the articulation of the key question as a catalyst to the next stage of corporate strategy formulation.
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Abolina, Viktorija. "Corporate icons in the suburban landscape." Thesis, Massachusetts Institute of Technology, 2013. http://hdl.handle.net/1721.1/79148.

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Thesis (M.C.P.)--Massachusetts Institute of Technology, Dept. of Urban Studies and Planning, 2013.
This electronic version was submitted by the student author. The certified thesis is available in the Institute Archives and Special Collections.
Cataloged from student-submitted PDF version of thesis.
Includes bibliographical references (p. 86-89).
The image of the modern workplace in the American suburb has long been a contentious topic of discussion among academics, planning and development professionals, and the public. Today, the critics of office parks in the low-density neighborhoods are applauding the idea of reverse migration back to the city. It is no doubt a trend for large competitive corporations and one that this thesis will explore. But in their day, the suburban corporate centers represented the epitome of advanced thinking about corporate organization, productivity, innovation, marketing, and architecture. This thesis will focus on how these large centers came into being, how they functioned and their continuing legacy. The principal cases and relevant examples discussed were designed by renowned 20th century architects and are of an iconic architectural value. The classic examples examined include: General Motors Technical Center, Deere and Company, PepsiCo, and Union Carbide. The hypothesis is that the day of suburban corporate centers is not over, that despite the changes in corporate culture and work-life, the lure of the isolated center in the landscape is so powerful that it will continue to be valuable to companies - but in new ways: as amenity locations for workers, and with new kinds of uses and activities incorporated into the centers.
by Viktorija Abolina.
M.C.P.
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Abdul, Wahab Nor Shaipah. "Tax planning and corporate governance : effects on shareholders' valuation." Thesis, University of Southampton, 2010. https://eprints.soton.ac.uk/162801/.

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Tax planning by large companies has been widely and publicly discussed due to its implications for the level of provision of public goods and more general social issues. In the U.K., tax avoidance, as estimated by Her Majesty’s Revenue and Customs’ anti-avoidance group, leads to several billion pounds of lost revenue each year. Consequently, the authorities implement tax investigation through risk classification assessments. The prospect of an adverse assessment may influence company directors when making tax planning decisions and similar risk concerns may influence shareholders in valuing tax planning activities. This study reports the results of an investigation of the relationship between firm value and tax planning whilst simultaneously considering corporate governance as a moderating influence. The sample of firms examined consists of non-financial London Stock Exchange-listed companies from 2005 to 2007. The results indicate a negative relationship between firm value and tax planning activities which is unconditional upon corporate governance conditions for both persistent and non-persistent profit-making companies. This relationship can be further explained as being related to the permanent differences component of tax saving where firm value is reported as negatively related to permanent differences. The findings of this study contribute to the body of knowledge since there is a general dearth of published research study from outside the U.S. that investigates these relationships.
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Cheung, Cheung-ching Cherry, and 張薔貞. "Corporate strategies in international liner shipping." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1995. http://hub.hku.hk/bib/B3126640X.

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SANTOS, ANDREA BELFORT DE ANDRADE. "EVALUATION OF A CORPORATE PLANNING MODEL - THE CASE OF PETROBRAS." PONTIFÍCIA UNIVERSIDADE CATÓLICA DO RIO DE JANEIRO, 1996. http://www.maxwell.vrac.puc-rio.br/Busca_etds.php?strSecao=resultado&nrSeq=2789@1.

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CONSELHO NACIONAL DE DESENVOLVIMENTO CIENTÍFICO E TECNOLÓGICO
O objetivo central da dissertação é avaliar o Processo de Planejamento em desenvolvimento no Sistema PETROBRAS, focalizando sua evolução e sistematização. Com vistas à obtenção desse objetivo, abordam-se, primeiramente, várias metodologias de planejamento com a finalidade de compor o referencial teórico necessário à elaboração de critérios de avaliação do Processo adotado pela Empresa. Em seguida, são apresentados os resultados de uma pesquisa realizada na Companhia com o intuito de analisar a evolução do Planejamento no nível estratégico, as relações políticas inerentes a esse processo, os atores nele envolvidos e suas responsabilidades. Finalmente, são apresentadas propostas, baseadas na teoria discutida, ajustadas à realidade observada, visando contornar desvios detectados no Processo de Planejamento da Empresa.
The objective of this dissertation is to evaluate the planning model developed at PETROBRAS, focusing its evolution and structure. With this aim, some planning methodologies are described, in order to create a theoretical framework that can provide basic criteria to evaluate the planning process adopted by the Company. Next, the results of a case study carried out at this Company are presented,describing the evolution of the Strategic Planning process, the power relations and the actors involved in this process and their responsibilities. Finally, some proposals,based on the theory discussed and appropriate to the observed reality are presented, aiming at improving the Planning Process.
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Books on the topic "Corporate planning"

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Kaye, G. R. Corporate planning. London: Economist Publications, Economist Intelligence Unit, 1987.

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Argenti, John. Corporate planning. London: Institute of Chartered Accountants in England and Wales, 1985.

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Institute, Chartered Building Societies, ed. Corporate planning. Ware, Hertfordshire: CBSI, 1986.

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N, Bhaskar Krish, ed. Corporate planning. London, U.K: Economist Publications Ltd., Economist Intelligence Unit, 1987.

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U, Farley John, and Hulbert James M, eds. Corporate strategic planning. New York: Columbia University Press, 1987.

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Ansoff, H. Igor. Corporate strategy. London: Sidgwick & Jackson, 1986.

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O’Gorman, Margaret. Strategic Corporate Conservation Planning. Washington, DC: Island Press/Center for Resource Economics, 2020. http://dx.doi.org/10.5822/978-1-61091-941-8.

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W, Swenson Charles, and Neff Joseph W, eds. Strategic corporate tax planning. Hoboken, N.J: J. Wiley, 2002.

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John, Fawn, Cox Bernard 1930-, and Institute of Cost and Management Accountants., eds. Corporate planning in practice. London: Institute of Cost and Management Accountants, 1985.

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John, Fawn, and Cox Bernard 1930-, eds. Corporate planning in practice. 2nd ed. London: Kogan Page, 1987.

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Book chapters on the topic "Corporate planning"

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Schwarz, Regina. "Corporate Planning." In Treasury in Unternehmen der Sozialwirtschaft, 261–82. Wiesbaden: Springer Fachmedien Wiesbaden, 2018. http://dx.doi.org/10.1007/978-3-658-20311-5_17.

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Czerny, Wolfgang. "Corporate Strategic Planning." In Recent Essentials in Innovation Management and Research, 157–70. Wiesbaden: Deutscher Universitätsverlag, 1995. http://dx.doi.org/10.1007/978-3-663-08911-7_11.

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Alsem, Karel Jan. "Corporate objectives and strategies." In Strategic Marketing Planning, 261–91. 2nd ed. London: Routledge, 2023. http://dx.doi.org/10.4324/9781003381488-13.

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Gartner, Ulrich. "Implementation Planning." In Corporate Communications In Restructuring Phases, 145–56. Wiesbaden: Springer Fachmedien Wiesbaden, 2021. http://dx.doi.org/10.1007/978-3-658-34626-3_10.

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Hunter, Paul. "Reinventing Strategic Planning." In Corporate Strategy (Remastered) II, 70–96. Abingdon, Oxon ; New York, NY: Routledge, 2020. |Includes bibliographical references and index.: Routledge, 2020. http://dx.doi.org/10.4324/9781003034827-4.

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Hunter, Paul. "Reinventing Strategic Planning." In Corporate Strategy (Remastered) I, 47–65. Abingdon, Oxon ; New York, NY : Routledge, 2020.: Routledge, 2020. http://dx.doi.org/10.4324/9780429287350-4.

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Tomczak, Torsten, Sven Reinecke, and Alfred Kuss. "Market-Oriented Corporate Planning." In Strategic Marketing, 49–95. Wiesbaden: Springer Fachmedien Wiesbaden, 2017. http://dx.doi.org/10.1007/978-3-658-18417-9_3.

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Schreiber, Ulrich. "International Corporate Tax Planning." In International Company Taxation, 51–98. Berlin, Heidelberg: Springer Berlin Heidelberg, 2012. http://dx.doi.org/10.1007/978-3-642-36306-1_3.

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Eyre, E. C., and Richard Pettinger. "Corporate and strategic planning." In Mastering Basic Management, 55–65. London: Macmillan Education UK, 1999. http://dx.doi.org/10.1007/978-1-349-15056-4_7.

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Beger, Rudolf. "Planning for Corporate Communication." In Present-Day Corporate Communication, 79–177. Singapore: Springer Singapore, 2018. http://dx.doi.org/10.1007/978-981-13-0402-6_2.

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Conference papers on the topic "Corporate planning"

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Johnston, J. S., and David Parry. "Corporate Planning in the Nineties." In Oil and Gas Economics, Finance and Management Conference. Society of Petroleum Engineers, 1992. http://dx.doi.org/10.2118/24254-ms.

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Mamatelashvili, O. V. "Corporate Training: From Planning To Efficiency." In International Conference on Economic and Social Trends for Sustainability of Modern Society. European Publisher, 2020. http://dx.doi.org/10.15405/epsbs.2020.10.03.87.

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Bartik, D., A. Hoeltl, and R. Brandtweiner. "The leverage of corporate environmental protection concepts on employee motivation." In SUSTAINABLE DEVELOPMENT AND PLANNING 2013. Southampton, UK: WIT Press, 2013. http://dx.doi.org/10.2495/sdp130051.

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Hoeltl, A. "The potentiality of Green IT for sustainability and corporate responsibility." In SUSTAINABLE DEVELOPMENT AND PLANNING 2015, edited by R. Brandtweiner and F. Redl. Southampton, UK: WIT Press, 2015. http://dx.doi.org/10.2495/sdp150281.

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Noor, Rohaya Md, Nur Syazwani M. Fadzillah, and Nor'Azam Mastuki. "Tax planning and corporate effective tax rates." In 2010 International Conference on Science and Social Research (CSSR). IEEE, 2010. http://dx.doi.org/10.1109/cssr.2010.5773726.

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Li, Zhaolin. "Corporate myopia, forecast precision, and production planning." In EM). IEEE, 2010. http://dx.doi.org/10.1109/ieem.2010.5674347.

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Ståhl, Ingolf. "Discrete-event simulation for corporate financial planning." In the 25th conference. New York, New York, USA: ACM Press, 1993. http://dx.doi.org/10.1145/256563.257025.

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Christina, Silvy, and Nico Alexander. "Corporate Governance, Tax Planning and Firm Value." In International Conference on Entrepreneurship and Business Management (ICEBM) Untar. SCITEPRESS - Science and Technology Publications, 2018. http://dx.doi.org/10.5220/0008491102330237.

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Macdonald, Roderick Douglas, and Jason McVean. "Hydrocarbon Maturation: Integrating Reserves Management into Corporate Planning." In SPE Hydrocarbon Economics and Evaluation Symposium. Society of Petroleum Engineers, 2010. http://dx.doi.org/10.2118/130158-ms.

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McFarlane, Donovan A., and Francis Pol C. Lim. "A Study on Corporate Planning and Goal Setting." In Advanced Science and Technology 2018. Science & Engineering Research Support soCiety, 2018. http://dx.doi.org/10.14257/astl.2018.150.25.

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Reports on the topic "Corporate planning"

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Maydew, Edward, and Douglas Shackelford. The Changing Role of Auditors in Corporate Tax Planning. Cambridge, MA: National Bureau of Economic Research, August 2005. http://dx.doi.org/10.3386/w11504.

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Haarsager, Ulrike, María José Hernández, Maya Jansson, Agustina Schijman, and Ali Khadr. Corporate Evaluation: Contingent Lending Instruments. Inter-American Development Bank, May 2016. http://dx.doi.org/10.18235/0010649.

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Financial and economic crises and natural disasters can have serious and lasting negative effects on income and poverty, and can cause irreversible losses of physical and human capital. The welfare effects of exogenous shocks have prompted multilateral development banks, including the Inter-American Development Bank, to provide crisis lending to their borrowing member countries to avoid retrenchments in development caused by crisis-related fiscal pressures. The Board of Executive Directors has requested that the Office of Evaluation and Oversight conduct an independent assessment of IDB's contingent instruments designed to help countries cope with shocks. OVE's review is meant to inform a forthcoming study by the Office of Strategic Planning and Development Effectiveness aimed at proposing alternatives to better align Bank instruments to country financing and development needs, including countercyclical support.
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McFall, Matthew, Carolyn Rodehau, and David Wofford. Advocating corporate policy change on women's health and family planning: Lessons from the environmental movement. Population Council, 2017. http://dx.doi.org/10.31899/rh7.1005.

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Jul, Ana María. Off-Budget Operations: Report. Inter-American Development Bank, March 2006. http://dx.doi.org/10.18235/0011126.

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This study assesses the planning, implementation, programming, budgeting and evaluation of extra budgetary and tax expenditures for Brazil, Chile, Ecuador and Mexico. The off-budget operations of these countries were analyzed against the best practices guidelines defined by the OECD on Off-budget and Tax Expenditures, Budget Transparency, and Corporate Governance of State-Owned Enterprises, as well as the recommendations included in the IMF's fiscal ROSCs. This report was presented at Public Policy Management and Transparency Network's Meeting on Development Effectiveness and Result-Based Budget Management held on May 8th and 9th, 2006 in Washington DC.
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Hille, Carsten, Daria Morcinczyk-Meier, Sarah Schneider, and Dana Mietzner. From InnoMix to University–Industry Collaboration: Fostering Exchange at Eye Level. Technische Hochschule Wildau, 2021. http://dx.doi.org/10.15771/innohub_1.

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In this paper, we address a specific tool—InnoMix—that is implemented to overcome the lack of university–industry interaction in a selected region facing structural change with its corresponding impact on the economy and society. InnoMix is facilitated and implemented by university-based transfer scouts who act as mediators and translators between the players of the regional innovation system. These transfer scouts are part of the Innovation Hub 13, in which the region’s partners and stakeholders, infrastructures and competencies are systematically networked with each other to set new impulses for knowledge and technology transfer. These new impulses are brought into the region through new transfer approaches ranging from people and tools to infrastructure. InnoMix can be considered to be a highly interactive tool to overcome the weak, direct interaction between researchers and potential corporate partners in the region to foster strong collaboration between academia and industry. InnoMix especially aims to strengthen interdisciplinary exchange to shed light on cross-disciplinary perspectives. For that reason, transfer scouts focusing on transfer activities related to the life sciences, digitalisation and lightweight construction are involved in the implementation of InnoMix. Based on 11 InnoMix running since 2019, we provide insights into the planning and preparation phase of InnoMix and the selection of relevant topics and requirements for matching participants. Furthermore, we clearly indicate which formats of InnoMix work best and in which way university–industry interactions could be curated after InnoMix is implemented.
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Futch Ehrlich, Valerie A. Leadership Development as a Lever for Social Change: An Evaluation Framework and Impact Storytelling Approach. Center for Creative Leadeship, 2022. http://dx.doi.org/10.35613/ccl.2022.2050.

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Founded with the mission to “advance the understanding, practice, and development of leadership for the benefit of society worldwide”, the Center for Creative Leadership (CCL) has served both the social and commercial sectors for over 50 years. Many of our programs across corporate, government, philanthropic, and social (e.g., NGOS, nonprofits, K12 institutions, higher education institutions, and population health organizations) sectors have the goal of improving outcomes for individual leaders and groups, and extending those outcomes to create impact at the organizational, community, or societal level. Our clients often aspire for large and transformational impact. They are interested in telling stories of impact – both immediate and sustained – that trace the power of their investment and its ability to result in improved outcomes for individuals, organizations, and communities. However, it’s often difficult or impossible to represent such impact without intentional planning and measurement. Using the idea of levers as a metaphor, we present a pathway for how leadership development across contexts can lead to larger scale impact, with examples from some of our current efforts to demonstrate this impact. We also provide a typology of stories that can be useful for communicating complex impact pathways. The typology provides metaphors for understanding the variety of layers of impact that contribute to societal change. Our work in support of this framework is continuously evolving, as we are learning, improving our measures, and identifying opportunities for increased evaluation efforts.
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West, George, Marco Velarde, and Alejandro Soriano. IDB-9: Operational Performance and Budget. Inter-American Development Bank, March 2013. http://dx.doi.org/10.18235/0010526.

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In IDB-9 the Board of Governors of the Inter-American Development Bank (IDB) mandated the adoption of a results-based budgeting process (RBB) that would be aligned to and would help achieve the key performance targets of the Corporate Results Framework (CRF), as well as improve accountability and transparency. In addition, they mandated the use of a Balanced Score Card Performance Management System (BSC) that would incorporate the results from an External Feedback System (EFS). The Governors also requested that the Bank continue its efforts to improve organizational efficiency. The IDB has made significant progress in improving the quality and availability of information related to the budget and the associated work program, and in developing and enhancing the systems to support the budget planning and monitoring process. Many of the actions defined in the RBB Framework document can be considered complete from a technical perspective, but the RBB is still a work in process. One major area that RBB planners underestimated was the effort and time it would take to create an organization that uses data to manage for results. This effort must involve all levels of Management and be accompanied by appropriate incentives. Work on this cultural change has started but will extend beyond the planned three-year RBB implementation period. The BSC effort resulted in organizational learning and the development of a number of performance indicators, but it failed to achieve its objective of implementing a BSC that would provide the Bank with a Strategic Planning and Management system to help ensure the alignment of business activities with organizational strategy and provide a focused, comprehensive perspective of the Bank¿s organizational performance.The EFS is just being restarted, and preliminary results are expected in early 2013. Work is under way to improve operational efficiency, but the RBB data provide limited support to this activity, as most of the efficiency indicators are related to cycle times and not budget. OVE provides several suggestions for future work: (i) increase the focus, attention, and resources devoted to the RBB change management process to help achieve the culture change needed to create an organization that "manages for results"; (ii) plan for the involvement of all levels of Management, use internal and external experts in this process, and recognize that the process will take time; (iii) with Human Resources, create and implement incentives to recognize and reward behavior and good practices that can change the Bank¿s culture; (iv) consider raising the sponsorship level of the RBB, possibly combining it with the Program Optima governance structure; (v) focus on creating a limited set of performance indicators that drive the Bank¿s business and that link to its strategy, objectives and priorities; and (vi) reexamine the budget process to identify key constraints (for example, the head count ceiling) and reexamine the timing of performance reporting and budget allocations/reallocations to ensure alignment.
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Meeting the family planning and reproductive health needs of factory workers. Population Council, 2021. http://dx.doi.org/10.31899/sbsr2021.1057.

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Workplace health programming, when it exists, has typically focused narrowly on occupational health and safety compliance. Few studies have been conducted on programs for family planning/reproductive health (FP/RH) for factory workers. The Evidence Project contributed to improving workers’ FP/RH through two sets of activities: (1) advocacy efforts to improve FP/RH practices and global and corporate policies to improve workplace practices, and (2) two implementation science studies to assess the impact of workplace FP/RH programs on workers’ health. This brief summarizes that work.
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Generation II Coastal Risk Model (G2CRM). Engineer Research and Development Center (U.S.), December 2022. http://dx.doi.org/10.21079/11681/46260.

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The U.S. Army Corps of Engineers (USACE or Corps) has a mission to manage flood risks: “The USACE Flood Risk Management Program (FRMP) works across the agency to focus the policies, programs and expertise of USACE toward reducing overall flood risk. This includes the appropriate use and resiliency of structures such as levees and floodwalls, as well as promoting alternatives when other approaches (e.g., land acquisition, flood proofing, etc.) reduce the risk of loss of life, reduce long-term economic damages to the public and private sector, and improve the natural environment.” As a part of that mission, the Institute for Water Resources (IWR) in cooperation with other Corps groups has developed the Generation II Coastal Risk Model (G2CRM) to support planning-level studies of hurricane protection systems (HPS). The G2CRM is distinguished from other models currently used for that purpose by virtue of its focus on probabilistic life cycle approaches. This allows for examination of important long-term issues including the impact of climate change and avoidance of repetitive damages. Key features of the model include the ability to use readily available data from existing sources and corporate databases and integration with geographic information systems (GIS). The G2CRM generates a wide variety of outputs useful for estimating damages and costs, characterizing and communicating risk, and reporting detailed model behavior, in the without-project condition and under various plan alternatives for the with-project condition.
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