Technical Note

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What Makes Entrepreneurs Entrepreneurial?

Sarasvathy, Saras D.

ENT-0065 | Published September 13, 2005 | 9 pages. Technical Note

Collection: Darden School of Business

This case is designed to train students to recognize the characteristics of entrepreneurial thinking. The author studied the problem-solving process of 30 entrepreneurs from a variety of industries wh... Read More

The Cost of Capital: Principles and Practice

Schill, Michael J.

F-1710 | Published February 07, 2014 | 10 Pages Technical Note

Collection: Darden School of Business

This technical note provides a student primer of firm cost of capital from a conceptual and application perspective. The note provides student intuition on the traditional theory of cost of debt, cost... Read More

Cluster Analysis for Segmentation

Venkatesan, Rajkumar

M-0748 | Published March 22, 2007 | 7 pages. Technical Note

Collection: Darden School of Business

This note is designed for use in an MBA marketing research course. It provides an overview of segmentation using K-means clustering. A simple algorithm for K-means clustering and the process of profil... Read More

Multiple Regression and Marketing-Mix Models

Venkatesan, Rajkumar; Gibbs, Shea

M-0855 | Published October 07, 2013 | 10 pages. Technical Note

Collection: Darden School of Business

In this technical note, the concept of regression using a single independent variable is first introduced and then some of the practical challenges associated with it, including multiple independent v... Read More

Designing Channels of Distribution

Spekman, Robert E.; Farris, Paul W.

M-0769 | Published April 21, 2009 | 11 pages. Technical Note

Collection: Darden School of Business

This note addresses the issues that arise and the complexities that must be addressed when designing a channel of distribution. Content includes the definition of a distribution channel, the steps in ... Read More

Methods for Producing Perceptual Maps from Data

Wilcox, Ronald T.

M-0665 | Published January 27, 2003 | 12 pages. Technical Note

Collection: Darden School of Business

This note is designed for use in an MBA-level marketing research course. The note provides students with an overview of how to construct perceptual maps from data. It concentrates on the attribute-rat... Read More

Ownership, Control, and the Role of Equity in New Ventures

Sarasvathy, Saras D.

ENT-0226 | Published September 02, 2020 | 8 pages. Technical Note

Collection: Darden School of Business

This technical note discusses how a high-potential start-up entrepreneur should use equity in building and growing a new venture. One of the most crucial things for entrepreneurs to understand is equi... Read More

An Overview of Financial Statement Analysis: The Mechanics

Allen, Brandt R.; Simko, Paul J.

C-2255 | Published August 23, 2007 | 26 pages. Technical Note

Collection: Darden School of Business

On September 20, 2000, Jonathan Weill, a Wall Street Journal reporter in Dallas, Texas, published a piece questioning the profitability and accounting of Enron Corporation. He based his article on a s... Read More

Note on Optimal Ordering Strategies and Supply Chain Coordination

Raz, Gal

OM-1371 | Published January 12, 2009 | 14 pages. Technical Note

Collection: Darden School of Business

This note examines a firm’s decision about its optimal order quantity. It describes the famous newsvendor problem, which is the basis for inventory theory and how it can be used to find the optimal qu... Read More

Discounted Cash Flow Analysis

Schill, Michael J.

F-1728 | Published January 16, 2015 | 11 pages. Technical Note

Collection: Darden School of Business

This technical note outlines the principles and application of proper discounted cash flow (DCF) analysis in the context of evaluating business investment projects. The note provides several specific ... Read More

Customer Experience Mapping

Cowan, Alex

OM-1820 | Published October 10, 2024 | 10 pages. Technical Note

Collection: Darden School of Business

This note is specifically focused on customer experience (CX) mapping for work in digital product management. In digital, there’s a major focus on the idea of "product-market fit" (p-m fit). The basic... Read More

Internationalization Analysis

Harris, Jared D.; Lenox, Michael; Cheng, Yo-Jud

S-0398 | Published October 05, 2022 | 6 pages. Technical Note

Collection: Darden School of Business

How do firms decide where to compete internationally? What challenges arise when competing across borders? What are different ways to enter a new foreign market? How should the firm compete in that ne... Read More

Logistic Regression

Venkatesan, Rajkumar; Gibbs, Shea

M-0859 | Published November 20, 2013 | 10 pages. Technical Note

Collection: Darden School of Business

This technical note presents the reason for using a binomial logic regression in marketing applications. It is used in Darden's "Big Data in Marketing" course elective. The issues surrounding the use ... Read More

The Influence of Social Media on Purchase Decisions in High Involvement Categories

Wilcox, Ronald T.; Black, Polly

M-0786 | Published August 09, 2010 | 9 pages. Technical Note

Collection: Darden School of Business

This note discusses how social media marketing can be used to influence the consumer decision process for goods and services. It links social media's influence to the different stages of the purchase ... Read More

Methods of Intellectual Property Valuation

Chaplinsky, Susan; Payne, Graham

F-1401 | Published October 10, 2002 | 13 pages. Technical Note

Collection: Darden School of Business

This note addresses the methods used in valuing intellectual property, with a particular focus on patents. The note defines intellectual property and explains its growing importance. It also describes... Read More

Understanding Organizational Culture: An Iceberg and a Toolkit

Martin, Sean; Kemp, Bianca

OB-1485 | Published March 12, 2025 | 12 pages. Technical Note

Collection: Darden School of Business

This technical note explores the concept of culture within an organizational context—what it is, how it functions, how it shows up, how it differs, and more importantly, how one effectively influences... Read More

Methods of Valuation for Mergers and Acquisitions

Chaplinsky, Susan; Schill, Michael J.; Doherty, Paul

F-1274 | Published March 03, 2000 | 18 pages. Technical Note

Collection: Darden School of Business

This note addresses the methods used to value companies in an M&A (mergers and acquisitions) setting. It provides a detailed description of the discounted-cash-flow (DCF) approach and reviews other me... Read More

Customer Segmentation in Business-to-Business Markets

Spekman, Robert E.; Stein, Joshua

M-0792 | Published March 18, 2011 | 26 pages. Technical Note

Collection: Darden School of Business

The purpose of this note is to help students better understand the concept of customer segmentation in a business-to-business (B2B) context, focused on such topics as the role segmentation plays in th... Read More

Cybersecurity: Managerial Basics

Laseter, Timothy M.; Johnson, M. Eric; Sesia, Aldo

OM-1807 | Published February 22, 2024 | 16 pages. Technical Note

Collection: Darden School of Business

This note introduces cybersecurity—what it is, why it is needed, and current practices and solutions. While the broad issue of information security is a concern for governments and individuals, this n... Read More

Corporate Greenhouse Gas Accounting: Carbon Footprint Analysis

Larson, Andrea; Teichman, William

ENT-0113 | Published April 23, 2009 | 17 pages. Technical Note

Collection: Darden School of Business

Stakeholder climate change actions worldwide have prompted companies to measure their greenhouse gas emissions and reduce their carbon footprints by decreasing energy and fuel use. In the process, the... Read More

Ten Tools for Design Thinking

Liedtka, Jeanne M.; Ogilvie, Timothy

BP-0550 | Published December 17, 2010 | 27 pages. Technical Note

Collection: Darden School of Business

This technical note is part of a course module that focuses on teaching design-thinking skills and 10 tools to identify and implement innovation and growth opportunities. It can be taught to MBA, unde... Read More

Carbon Credit Markets

Allayannis, Yiorgos (George); Tenguria, Susheel; Taylor, Matt

F-1583 | Published April 07, 2009 | 20 pages. Technical Note

Collection: Darden School of Business

This note discusses issues related to carbon markets: Emissions Trading Approaches (Cap-and-Trade, Baseline-and-Credit, and Offsets), Regulatory Framework (Kyoto Protocol), and two key mechanisms of c... Read More

Consumers' Mental Accounting

Baucells, Manel

QA-0908 | Published December 17, 2018 | 6 pages. Technical Note

Collection: Darden School of Business

When a consumer purchases an item, the presumption is that the benefit obtained from it exceeds the price paid—we can think of this difference as the consumer profit. How do consumers calculate this p... Read More

Cost-Volume-Profit Analysis

Lynch, Luann J.

C-2509 | Published March 28, 2025 | 8 pages. Technical Note

Collection: Darden School of Business

This note discusses cost-volume-profit (CVP) analysis, an analytic took that uses the relationships among compensation of the profit equation—price, volume, cost structure, and profit—to assess the fi... Read More

Using Social Media in the B2B Context

Spekman, Robert E.; Dotson, Eliane

M-0778 | Published July 27, 2009 | 12 pages. Technical Note

Collection: Darden School of Business

Business-to-business marketers have begun to appreciate the value social networks -- specifically, the use of social media -- to nurture relationships with current customers and to reach one's potenti... Read More

The Seven Questions of Marketing Strategy

Farris, Paul W.; Parry, Mark E.; Borden, Neil H. Jr.; Venkatesan, Rajkumar; Sharpe, Kathryn M.

M-0779 | Published July 08, 2009 | 4 pages. Technical Note

Collection: Darden School of Business

This simple model of marketing strategy can provide keys to creating a sustainable competitive advantage. Suitable for MBA and executive formats, this technical note demonstrates that individual marke... Read More

Google AdWords

Farris, Paul W.; Gray, Martha

M-0817 | Published August 16, 2011 | 6 pages. Technical Note

Collection: Darden School of Business

This note introduces search engine marketing as presented by Google's popular AdWords advertising program and as monitored by Google Analytics. ... Read More

Modeling Discrete Choice: Categorical Dependent Variables, Logistic Regression, and Maximum Likelihood Estimation

Ovchinnikov, Anton S.

QA-0779 | Published November 07, 2011 | 9 pages. Technical Note

Collection: Darden School of Business

This technical note introduces business students to the concepts of modeling discrete choice (e.g., a consumer purchasing brand A versus brand B) using logistic regression and maximum-likelihood estim... Read More

Positioning: The Essence of Marketing Strategy

Moore, Marian Chapman; Helstein, Richard

M-0754 | Published March 16, 2007 | 10 pages. Technical Note

Collection: Darden School of Business

This note follows the development of a positioning statement for a target market. The exercise includes determining the relevant point of reference (market definition, product category, competitive se... Read More

Managing for Stakeholders

Freeman, R. Edward

E-0383 | Published January 07, 2013 | 13 pages. Technical Note

Collection: Darden School of Business

Managing for Stakeholders is used in the Darden School's first-year required "Business Ethics" course. This note explains managing for stakeholders, an emerging view that, basically, businesses and th... Read More

A Practical Guide to Conjoint Analysis

Wilcox, Ronald T.

M-0675 | Published August 26, 2003 | 8 pages. Technical Note

Collection: Darden School of Business

This technical note provides an overview of conjoint analysis. It shows how to interpret standard conjoint analysis output and the uses of that output. It provides several examples of how output can b... Read More

Bank Valuation Issues

Allayannis, Yiorgos (George); Ramraika, Baijnath

F-1582 | Published April 07, 2009 | 9 pages. Technical Note

Collection: Darden School of Business

This technical note describes some of the key issues that bank analysts, ratings agencies, and the market broadly examine to understand the financial health of a bank and ultimately to estimate its va... Read More

Virginia Investment Partners Optimal Portfolio Allocation

Evans, Richard

F-1598 | Published August 25, 2009 | 10 pages. Technical Note

Collection: Darden School of Business

This technical note provides a simple, yet powerful, optimization exercise to demonstrate the benefits of diversification in a portfolio and the importance of asset allocation. While the note is targe... Read More

Fundamentals of Operations Strategy: Competitive Dimensions

Chao, Raul O.; Goldberg, Rebecca

OM-1636 | Published September 25, 2025 | 2 pages. Technical Note

Collection: Darden School of Business

This technical note is part of a set that focuses on the fundamentals of operations strategy, including basic competitive dimensions, productivity measurements, understanding productivity as a relativ... Read More

Developing a Superior Strategic Marketing Plan

Whitler, Kimberly A.

M-0890 | Published February 11, 2016 | 17 pages. Technical Note

Collection: Darden School of Business

While both management and marketing courses detail the importance of having a strategy, there is a dearth of tools available that can help students understand how to create a strategic plan—as well as... Read More

Marketing Plan Development

Spekman, Robert E.

M-0848 | Published August 11, 2013 | 21 pages. Technical Note

Collection: Darden School of Business

This note describes in detail the components of a marketing plan and the process by which data are collected and the plan is developed. Its objective is to develop a sense of purpose and discipline in... Read More

A Note on Market Definition, Segmentation, and Targeting: Three (of Four) Steps in Developing Marketing Strategy

Moore, Marian Chapman; Whitler, Kimberly A.

M-0895 | Published January 14, 2016 | 13 pages. Technical Note

Collection: Darden School of Business

Marketing strategy, part of the marketing planning process, flows directly from a company's goals and helps define how the marketing organization will help the firm achieve its objectives. Marketing ... Read More

Competing for Advantages: From Industry Analysis to Competitive Dynamics

Harris, Jared D.; Chen, Ming-Jer; Fairchild, Gregory B.; Freeman, R. Edward; Venkataraman, S.; Mead, Jenny

S-0168 | Published January 11, 2009 | 6 pages. Technical Note

Collection: Darden School of Business

Technical note on industry analysis and competitive dynamics.... Read More

Creating Value for Stakeholders

Harris, Jared D.; Chen, Ming-Jer; Fairchild, Gregory B.; Freeman, R. Edward; Venkataraman, S.; Mead, Jenny

S-0169 | Published January 11, 2009 | 5 pages. Technical Note

Collection: Darden School of Business

Brief discussion of managing for stakeholders and the role this plays in achieving value creation and competitive advantage.... Read More

Developing a Superior Positioning Concept for a Product, Service, Idea, or Experience

Whitler, Kimberly A.

M-0919 | Published September 05, 2018 | 12 pages. Technical Note

Collection: Darden School of Business

While there are a number of courses focused on helping students create and perfect innovative new products, there remains a gap regarding how to create and perfect the idea?or the positioning behind t... Read More

Lean as a Universal Model of Excellence: It Is Not Just a Manufacturing Tool!

Weiss, Elliott N.; Stevenson, Donald; English, Austin

OM-1562 | Published December 14, 2016 | 8 pages. Technical Note

Collection: Darden School of Business

This is a technical note that describes the history of Lean and explains why it is not just a manufacturing tool. It is used in Darden's "Management of Service Operations" course elective.... Read More

Managing Teams from a Distance: Making the Most of Virtual Meetings

West, June A.

BC-0255 | Published December 11, 2014 | 9 pages. Technical Note

Collection: Darden School of Business

This technical note is a meta-analysis of some of the issues involving the management of virtual teams. Managing people who are geographically dispersed across time, space, and organizational boundari... Read More

Self-Focus versus Mission-Focus Mindset

Davidson, Martin N.; Kemp, Bianca

OB-1449 | Published December 20, 2023 | 8 pages. Technical Note

Collection: Darden School of Business

This technical note explores the "self-focus" and "mission-focus" mindsets based on two of the Arbinger Institute's books, The Outward Mindset and Leadership and Self-Deception. Future business leader... Read More

Conflict Management in Teams

Behfar, Kristin J.; Goldberg, Rebecca

OB-1072 | Published March 04, 2015 | 6 pages. Technical Note

Collection: Darden School of Business

Successful teams have three things in common: (1) they meet their performance goals, (2) their members feel satisfied that they are learning/benefiting from being a part of the team, and (3) the proce... Read More

Corporate Branding

Rubin, James R.

BC-0203 | Published December 29, 2005 Technical Note

Collection: Darden School of Business

This technical note provides an introduction to corporate branding, including a brief history, a discussion of differences between corporate and product branding, and some strategic implications for h... Read More

Accounting for Inventory and Cost of Goods Sold Expense

Lynch, Luann J.; Benazzo, Jack

C-2474 | Published February 21, 2024 | 11 Pages Technical Note

Collection: Darden School of Business

This technical note provides an overview of accounting for inventory and cost of goods sold expense. It discusses accounting for the purchase and sale of inventory, periodic and perpetual inventory sy... Read More

Using Binary Variables to Represent Logical Conditions in Optimization Models

Ovchinnikov, Anton S.

QA-0786 | Published April 11, 2012 | 5 pages. Technical Note

Collection: Darden School of Business

Logical conditions that link different elements of a business decision are very common in managerial practice. For example, a firm can ship only to and from warehouses that are open; patients needing ... Read More

Storytelling in Business

Moriarty, Brian

BC-0278 | Published May 20, 2021 | 4 pages. Technical Note

Collection: Darden School of Business

Storytelling is a crucial skill that leaders use in a variety of business situations. Accomplished leaders employ storytelling to improve interpersonal relationships, communicate strategy, and build c... Read More

Marketing Analytics Instructor Manual

Venkatesan, Rajkumar

M-1014 | Published June 14, 2021 | 173 pages. Technical Note

Collection: Darden School of Business

This instructor manual is designed for use with Marketing Analytics: Essential Tools for Data-Driven Decisions, by Rajkumar Venkatesan, Paul W. Farris, and Ronald T. Wilcox (2021), available at https:... Read More

Scenario Planning

Liedtka, Jeanne M.; Chawla, Vikas; Wininger, James; Garrett, Carl

BP-0501 | Published August 09, 2007 | 9 pages. Technical Note

Collection: Darden School of Business

This note reviews the purposes, methods, and uses of scenario planning for strategic decision making under uncertainty.... Read More

Managing Conflict in Organizations

Davidson, Martin N.

OB-0743 | Published September 07, 2001 | 7 pages. Technical Note

Collection: Darden School of Business

This note can be used in conjunction with any class session where the learning objective is understanding how to manage conflict within organizations. It focuses on interpersonal-conflict styles and o... Read More

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