Tag: AY 2022-23

MLD-412 MBTA student site visit

FAB in MLD: Finance, Accounting, and Budgeting are Central to Organizational Success

Greg Dorchak

Budgeting, accounting, and financial management are central to the successful operation of government, nonprofit, and for-profit organizations.  MLD offers a sequence of three courses for students seeking to boost their understanding how “FAB” concepts and techniques can be powerful management tools.

 

MLD-401M: Financial Analysis of Public and Nonprofit Organizations taught by Bran Shim is an introductory, general-audience course intended for students with no background in accounting or financial analysis. By the end of the course, students will be able to: 1) Understand commonly-used accounting and financial analysis terminology, concepts, tools and processes; 2) Evaluate financial statements in order to ask probing questions, identify risks and/or opportunities, and think critically about financial performance; and 3) Recommend and justify courses of action based on analyses of accounting and other financial data. Specific topics covered include an overview of the financial reporting landscape and governance; accounting principles and concepts; a detailed review of the major financial statements; and the analysis of major financial topics such as organizational liquidity, solvency, operations, funding, and benchmarking.  Main focus will be on features of public and nonprofit accounting, but many of the topics covered are applicable to all types of organizations. Students completing MLD-401M will be well prepared to take the the following course.

 

MLD-411M: Introduction to Budgeting and Financial Management  by Senior Lecturer Linda Bilmes is a rigorous introductory course aims to demystify FAB topics for a general audience of students, even those lacking any related background. Bilmes will, step-by-step, help students understand the entire budgeting process, including budget formulation and execution, variance analysis, budget strategies such as activity-based costing, revenue forecasting, and capital budgeting. Accounting topics include an overview of the financial reporting and governance landscape, accounting principles and concepts, and a detailed review of the major financial statements.Linda Bilmes, Daniel Patrick Moynihan Senior Lecturer in Public Policy The course will build on these budgeting and accounting principles to progress to financial management techniques such as the Balanced Scorecard, financial benchmarking, and the analysis of organizational liquidity, solvency, operations and funding.

 

Students successfully completing MLD-411M may apply for Linda Bilmes’ spring course MLD-412: The Greater Boston Applied Field Lab, an advanced, field-based, experiential learning course in which students work on challenging urban management and financial projects. A comprehensive video about the course is available here.

Of MLD-412 , Mid-Career MPA (’20) and recent program fellow Will Eden says, “No course at the Kennedy School I’ve taken has been as thoughtfully composed, incorporated as much feedback, or offered such a valuable hands-on learning experience.” Real world course projects in the past included a detailed estimate on the financial viability of plans for building a performing arts center in Gloucester, MA; an analysis for the town of Hingham, MA about funding federally mandated storm water runoff infrastructure; rethinking energy supply and demand options related to the Massachusetts Bay Transportation Authority‘s (MBTA) the South Boston Power Station; and, for the Massachusetts Port Authority (MassPort), an assessment of threats/opportunities for the Boston seafood cluster in the global supply chain.  Past projects have included a number of meaningful collaborations with the City of Somerville, MA, documented on video here. For more details, read the AY21 Report on the Applied Field Lab.  In 2023, students in the course investigated inclusionary zoning as a tool to increase affordable housing in two Massachusetts communities.
Students from the course often continue their work in fellowships with the Rappaport Institute for Greater Boston.

MLD-401M and MLD-411M will be offered at the Harvard Kennedy School in Fall semester. MLD-412 will be offered in the spring semester. For questions about these courses, or any other in the MLD curriculum, email Greg Dorchak, MLD Area Administrator.

Game planning for Success at Scale | MLD-820: Strategies for Social Impact with Matthew Lee

Greg Dorchak

Even the most visionary, well-connected, and well-funded social enterprises fail to achieve their aims. A common reason for this failure—and a critical factor for success—is organizational strategy, the game plan developed by an organization and its leaders for achieving impact.

New Associate Professor of Public Policy and Management, Matthew Lee, brings to the Harvard Kennedy School his expert interest in strategic issues relevant to hybrid organizations that simultaneously pursue multiple objectives, including organization design, external evaluation, and innovation. Having studied social enterprises, impact investing, nonprofit organizations and corporate social responsibility, Lee’s teaching (and ongoing research) focuses on the social impact strategies of private, public sector, and hybrid organizations.

In his module, MLD-820M: Strategies for Social Impact, Lee and his students will investigate multiple organizations facing strategic challenges. In so doing, students will be introduced to the foundational perspectives in academic research on organizational strategy, as well as practice-oriented strategy tools and frameworks developed specifically for social impact-driven organizations.

A central theme of the course is that analysis must lead to action.

In each case and situation, there is no “right” answer, merely well-reasoned explanations for why these organizations are successful (or not), and what might work best for them going forward. The deeper goal of the course is to understand how each of these explanations work in general and to teach students how they can apply this understanding to build more competitive, more successful organizations, even in new and unfamiliar real-world situations. This ability to do so, repeatedly and with confidence, is the skill Lee says is colloquially referred to as “strategy.”  Strategy has some formal foundations with recognizable links to academic fields such as microeconomics and sociology. But MLD-820M will not resemble a finance or accounting class where each new piece builds on the last in a tidy way. Instead, student learning will include both cognitive knowledge (the content in the readings and the slides) and procedural knowledge – the practical ability to take a real-world business situation and apply a variety of tools or “lenses” to make sense of it.

Portrait of Matthew Lee smiling
HKS Associate Professor of Public Policy and Management. Matthew Lee

This course is for those interested in leading or advising organizations focused on social and environmental impact. This course will be participation-based and will include case discussions, in-class exercises, and guest speakers. Cases considered focus on non-profit organizations, social enterprises, for-profit impact-first companies such as benefit corporations, and, also, public-sector organizations.

Matthew Lee previously taught strategy at New York University and at INSEAD, based in Singapore, and has been recognized by Poets & Quants as part of their “40 under 40” list of best professors. Matthew completed his doctoral studies at Harvard Business School. His scholarly work is available on his personal website. Before his academic career, he was a consultant with the Bridgespan Group, a management consultancy serving social sector organizations. He is a graduate of Penn State University and a past Fulbright scholar.

MLD-820M is a useful complement to other MLD course offerings in the areas of Strategic Management, Leadership, Urban and Civic Innovation , Social Enterprise. If you have any questions about this course, or any other in the MLD curriculum, email Greg Dorchak, MLD Area Administrator.

What Works in Public Sector Management | MLD-125 with Elizabeth Linos

Greg Dorchak

In this age of deep societal challenges and growing complexity, when government at all levels is tasked with implementing a wide and growing range of policies to ensure and improve the public good, public managers and those working with governments can find it very difficult to move the needle on important programs and policy initiatives.
With her course MLD-125 What Works in Public Sector Management, Professor Elizabeth Linos introduces graduate students to the central elements of public management and policy implementation, with a focus on three core challenges that public managers face: managing programs; managing people; and managing change.  A sampling of the questions explored in this course include:

  • How can governments use data and evidence to improve program performance and what do you do when the data is bad?
  • How do we reduce administrative burdens in government and why does it matter?
  • How can we recruit, retain, and support frontline workers?
  • What are the big dilemmas around algorithmic decision-making, nudging, participatory government, and other innovations that an effective public manager should consider?

Using academic theory from public management, real-world case studies, and a series of guest speakers who work in and with government, students will learn about the barriers and opportunities to make a difference through government.  While most of the cases studied will focus on federal, state, and local government challenges in the U.S., Linos draws on best practices and studies from around the world.

Portrait photo of Elizabeth Linos smiling
Elizabeth Linos

Dr. Elizabeth Linos joined HKS in July 2022 as the Emma Bloomberg Professor for Public Policy and Management.  Linos is a magna cum laude graduate of Harvard College with majors in Government and Economics. She earned her PhD in Public Policy from the Harvard Kennedy School in 2016, and went on to spend 5 years as Assistant Professor of Public Policy at the Goldman School of Public Policy at UC Berkeley
Between college and graduate school, Linos worked directly in government as a policy advisor to the Greek Prime Minister, George Papandreou, focusing on social innovation and public sector reform. While pursuing her doctorate, Linos spent two years as Vice President, Head of Research and Evaluation at the Behavioral Insights Team – North America, working with government agencies in the U.S. and the U.K. to improve programs using behavioral science and to build capacity around rigorous evaluation. In 2021 she was appointed, and now remains, a non-resident Senior Fellow at The Brookings Institution.

Linos’ research focuses on how to improve government by focusing on its people and the services they deliver. Specifically, she uses insights from behavioral science and evidence from public management to consider how to recruit, retain, and support the government workforce, how to reduce administrative burdens that low-income households face when they interact with their government, and how to better integrate evidence-based policymaking into government. To those ends, Elizabeth founded and now directs The People Lab at the Harvard Kennedy School of Government with a mission to empower the public sector by producing cutting-edge research on the people of government and the communities they are called to serve. For more information, follow the work of The People Lab on BlueSky.

MLD-125 will be offered in the fall semester. For questions about these courses, or any other in the MLD curriculum, email Greg Dorchak, MLD Area Administrator.

Demystifying Power. Enabling Empowerment. | MLD-340 Power and Influence for Positive Impact with Julie Battilana

Greg Dorchak

Having been awarded the Academy of Management’s 2022 George R. Terry Book Award* for her book Power, for All, Julie Battilana brings her award-winning research to life in the Harvard classroom teaching MLD-340 Power and Influence for Positive Impact.

In Power, for All, Battilana and her co-author Tiziana Casciaro offer a new vision of power – what they define as the ability to influence someone else’s behavior – as deriving from having access to valued resources. Understanding what those resources are, people can take action to plan for, create, and sustain organizational and systems change. Drawing upon lessons derived from their rich research, and conveying lessons through wide-ranging case narratives, Battilana and Casciaro reveal the insights into power and influence that come from understanding (1) the two basic needs all human beings share—safety and self-esteem—and (2) the resources people seek to satisfy those needs: obvious ones, like money and status, but also less obvious and less tangible resources, like autonomy, achievement, affiliation, and morality. In sum Power, for All demystifies the essential mechanisms for acquiring and using power, showing that it is available to ALL people, not just those with personality, money, or, indeed, those willing to use intimidation, threats, or worse.

Split picture: At left: Tiziana Cascario and Julie Battilana seated together at a table. At right: book cover of their book, Power, for All.Pictured
Tiziana Casciaro and Julie Battilana with their award-winning book, Power, for All.

Building on these empowering ideas…,

…and designed for individuals at any stage of their career, Battilana’s course MLD-340 Power and Influence for Positive Impact will debunk the fallacies that many have about power and explore the fundamentals of power in interpersonal relationships, in organizations, and in society. In doing so, it will lift the veil on power, revealing to students what it really is, and how it works, ultimately unleashing their potential to build and use power to effect change at home, at work, and in society.

MLD-340 is ideal for students who want to make things happen, despite the obstacles that might stand in the way. Students will walk away prepared to exercise power positively to challenge the status quo in order to address the pressing social and environmental problems of our time. Students will learn conceptual models, tactical approaches, and assessment tools to develop their personal influence style and understand the political dynamics surrounding them. The subject matter in the course also specifically encourages students to use power responsibly, resist its corruptive perils, and challenges students to develop their own sense of what constitutes the ethical exercise of power and influence in their lives.  In the past a stellar array of in-class guests have been invited into the course, each an eminent and effective changemaker in their field:

MLD-340 is a useful complement to other MLD course offerings in the areas of Leadership, Negotiation, Organizing Civic, Political, and Social Action, and even Social Enterprise. If you have any questions about this course, or any other in the MLD curriculum, email Greg Dorchak, MLD Area Administrator.

*The Academy of Management’s George R. Terry Book Award is granted annually to the book judged to have made the most outstanding contribution to the global advancement of management knowledge during the last two years. Books that contribute to the advancement of management theory, conceptualization, research, or practice are eligible for this prestigious award. Battilana and Casciaro were presented the award at the 82nd Annual Meeting of the Academy of Management on August 7, 2022.

MLD-103M: PDIA in Action: Development Through Facilitated Emergence with Matthew Andrews

Greg Dorchak

Many development experts use plan and control methods to introduce new policy solutions into complex settings. Too often these results end up in in failure. Effective leaders in the challenging development context should be using more flexible facilitated emergence methods instead, but often they do not know what these methods involve. MLD-103M: PDIA in Action: Development Through Facilitated Emergence taught by Matthew Andrews, Edward S. Mason Senior Lecturer in International Development, is a Spring module course that introduces students to a new approach to doing facilitated emergence, Problem Driven Iterative Adaptation (PDIA) in the development context. Students will learn how to facilitate discussions about problems and potential solutions, to engage with teams, and to facilitate an iterative learning process. MLD-103M is a complementary course to MLD-102: Getting Things Done: Management in a Development Context also taught by Matthew Andrews, although MLD-102 is not a pre-requisite.

To learn more, view this general introduction to PDIA. Check out the PDIA Toolkit from the Building State Capability program.

and Watch Matt explain more about the model, and read his related blogpost. Listen to a podcast introducing his co-authored 2017 book which explains the origins of and ideas behind the PDIA model. Download the book itself here.

 

MLD-103M will be offered at Harvard Kennedy School in the Spring semester. If you have questions about this course, or any other in the MLD curriculum, email Greg Dorchak, MLD Area Administrator.

MLD-355: Public Narrative with Marshall Ganz — A Leadership Practice Translating Values into Action

Greg Dorchak

According to MLD’s  Marshall Ganz, the Rita E. Hauser Senior Lecturer in Leadership, Organizing, and Civil Society, “To lead is to accept responsibility for enabling others to achieve shared purpose in the face of uncertainty.” But where should a student aspiring to lead for the the greater good begin?  For Ganz, the process of leadership starts with the “self” and builds outward into a constituency, creating “us,” a group that’s ready “now” to meet the challenges on the path to shared goals.  In MLD-355: Public Narrative Ganz and his highly collaborative teaching team introduce students to the discursive process through which individuals, communities, and nations learn to make choices, construct identity, and inspire action. The goal is teaching students to link their our own callings to that of a community that shares a call to action, translating deeply held personal values into effective action. Ganz continues, “Because it engages the ‘head’ and the ‘heart,’ Marshall Ganz's Public Narrative Leadership Pedagogy: Head, Heart, Handsnarrative can instruct and inspire – teaching us not only why we should act, but moving us to act.” Based on a pedagogy of guided reflective practice, students work in groups to learn to tell their own public narrative. Developing their own personal practice of public narrative builds students’ leadership capacity, and is especially critical when they are called to respond in moments of challenge like facing loss, lacking power, confronting inequality and difference, and enacting meaningful change.

Over the years Ganz and his course graduates have introduced public narrative training widely across the globe including in  the Obama presidential campaign (2007-8), Sierra Club, Episcopal Church, United We Dream Movement, the Ahel Organizing Initiative, (Jordan), Serbia on the Move (Belgrade), Avina (Bogata), National Health Service (UK), Peking University (Beijing), Tatua (Kenya), Community Organizing Japan (Tokyo) and elsewhere, proving the relevance of narrative practice across disciplines, professions, and cultures.

Students seeking to extend their narrative practice and learning often follow up MLD-355 in the spring by enrolling in Ganz’s other courses MLD-377M: Organizing: People, Power, Change, and the MLD-378M Practicum, in which students put into practice what they’ve learned in organizations, movements, and campaigns of their own.

Beyond HKS, Ganz and graduates of his teaching have established the Leading Change Network, a global community of organizers, educators and researcher aiming ” To meet the challenges to democracy by developing the leadership to organize communities which build power and realize the values of equality, solidarity, and dignity.”

To learn more, view a complete (~75 minute) mini-workshop with Marshall Ganz introducing public narrative pedagogy on the YouTube channel of The Resistance School which was founded in March of 2017 by graduate students of HKS and other Harvard schools. Lesson 1 of the 15 short videos is below; the full set is here.

Well before COVID-19 moved HKS teaching online during the 2020-21 academic year, Ganz and his team with HKS Executive Education were pioneering the teaching of leadership and organizing online. With over 10 years experience developing his online public narrative Exec Ed course Ganz and his team have created an exceptionally strong model of experiential, interpersonal, and interdependent learning. For a sample of, and in-depth introduction to their online teaching pedagogy, view here a (~60 min) video of an online interactive session led by Ganz for Harvard Kennedy School faculty on his approach to online teaching.

MLD-355 will be offered at the Harvard Kennedy School in the fall semester, and MLD-377M and MLD-378M will be taught in spring. For questions about these courses, or any other in the MLD curriculum, email Greg Dorchak, MLD Area Administrator. You may also contact Emily Lin, Program Director for Ganz’s Practicing Democracy Project (emily_lin@hks.harvard.edu).