Case-Study-Analysis-Format-Guide.ppt
- 1. 10/10/2022 1 Case Study Analysis General Format
- 2. 10/10/2022 2 Goals: Understand the various areas of the case analysis. Do an actual Case Analysis on a group basis / individual basis - complete with presentation and oral defense.
- 3. 10/10/2022 3 Description Describe the different parts of the Case analysis format using slides for discussing status, schedules, budget, critical incidents , environmental concerns, etc. Citing some examples to better understand the process. General Format is intended for marketing, financial, management cases, etc. While the Business Policy Format is intended only for Strategic Management Cases.
- 4. 10/10/2022 4 GENERAL FORMAT OUTLINE: I - Title of the case - It is usually the name of the company. - Or sometimes the description of a particular problem or status of the company.
- 5. 10/10/2022 5 II TIME CONTEXT This is usually the approximate time or period when the case happened. Just write say - from August to December 1999. Or sometimes it could be written the summer of 2000. Or if specific dates are provided just copy them ie. January to June 2003.
- 6. 10/10/2022 6 III - VIEW POINT Whose point of view you are considering in order to analyze fully the case.. Ex. Marketing Director, CEO etc. If you are giving the case to your students specify the area you want analyzed based on the subject you are handling. Ex. Your subject is Marketing Management so specify marketing problems that they should consider ONLY.
- 7. 10/10/2022 7 IV AREAS OF CONSIDERATION A - Company Background - Provide just a short company background . - State briefly some critical facts/ incidents from the case summary that have affected the historical strategic direction and performance of the concerned firm. - show how this critical facts lead to a particular focus for your analysis. - present this only in bulleted form so its easy to read.
- 8. 10/10/2022 8 B – SITUATION ANALYSIS 1. General Environmental Analysis A. Technology Information technology continues to become cheaper and have practical applications. Database technology allows organization of complex data and distribution of information. Telecommunication Technology and networks increasingly provide fast transmission of all sources of data, including voice, written communications and video information.
- 9. 10/10/2022 9 General Environmental Analysis Contd. B. Demographic Trends Computerized design and manufacturing technologies continue to facilitate quality and flexibility. Regional changes in population due to migration. Changing ethnic composition of the population. Aging of the population Aging of the Baby Boom Generation
- 10. 10/10/2022 10 General Environmental Analysis: C. Economic Trends Interest rates Inflation rates Saving rates Trade Deficits Budget Deficits Exchange Rates
- 11. 10/10/2022 11 General Environmental Analysis contd, D. Political / Legal Environment Anti-Trust enforcement Tax Policy changes Environmental protection laws Extent or regulation and deregulation Developing countries privatizing state monopolies State owned industries
- 12. 10/10/2022 12 General Environmental Analysis: E. Socio-Cultural Environment Increasing number of women in the work force. Awareness of health and fitness issues Concern for environment concern for customers
- 13. 10/10/2022 13 General Environmental Analysis contd. F. Global Environment Currency exchange rates Free Trade Agreements Trade Deficits New and developing markets.
- 14. 10/10/2022 14 2. Industry Analysis Study the effects of the general environmental trends on the focal industry. Porter’s Five Forces model is a useful tool for analyzing the specific industry. ( supplier power, buyer power, potential entrants, substitute products and rivalry among competitors)
- 15. 10/10/2022 15 3. SWOT ANALYSIS Strengths Weakness/es Opportunities Threats
- 16. V. STATEMENT OF THE PROBLEM Make sure you state the problem in just one declarative statement not a paragraph. Or you might state it in a question form. Or if you find several problems, you can present them according to its relevance to the main situation of the case . ie: Primary Problem, Secondary problem. Etc. 10/10/2022 16
- 17. 10/10/2022 17 VI ALTERNATIVE COURSES OF ACTION Come up with at least three (3) A C A’ s. You might start off with several alternatives but trim them down into at least three. Provide explanation for each of the ACA provided.
- 18. 10/10/2022 18 VII Alternative Evaluation Evaluate the proposed alternatives by providing the advantages and disadvantages of each alternatives. Alternative Choice- should be the alternative that have the most benefits against all the given ACA’s. Explain the chosen ACA.
- 19. 10/10/2022 19 Recommendation….. Proposed other solutions or strategies you think will help solve or prevent the problem from recurring in the future. VIII Plan of Action List down activities/ programs needed to implement the chosen Alternative Courses of Action. The use of a Gantt Chart is recommended.
- 20. 10/10/2022 6:41 PM 20 Schedule of Activities Review of Schedule milestones here Jan Feb Mar Apr May Jun July Sep Oct Nov Dec Phase 1 Phase 2 Phase 3