Case-Based Learning Guide (A)
Case-Based Learning Guide (A)
Imitation Imitation
A good lecture may enhance the knowledge of a student but cannot hone his/her
management skills. Moreover, even if students have the knowledge, they might not be
able to relate it to an actual business situation. The truth is that accumulated managerial
wisdom cannot be effectively transferred by lectures and reading assignments alone. Each
managerial situation is unique and requires its own diagnosis, analysis, and unique
management actions. This is where case studies come into the picture. Cases provide
management students with a valuable way to test and develop their managerial skills
A case study usually describes the events and organizational circumstances surrounding a
particular managerial situation in a factual manner. It may deal with a whole industry, a
single organization, some part of an organization, or an individual working in the
organization. It puts you on the scene of the action and familiarizes you with all the
relevant circumstances. Your role is to diagnose and evaluate the situation described in
the case and then recommend the appropriate action to be taken.
An important point to be emphasized here is that a case is not a problem. A problem
usually has a unique, correct solution. On the other hand, a decision-maker faced with the
situation described in a case can choose between several alternative courses of action, and
each of these alternatives may plausibly be supported by logical argument. To put it
simply, there is no unique, correct answer in Case-based learning.
Individual
Preparation
Preparation
in Groups
Class Participation
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It will help if you know what is expected of you before you attack the case. It is likely
that the course handout provided to you covers this aspect. The handout usually contains
a list of other reading materials that you should read along with the case. Also check to
see if there are any questions accompanying the case. This will give you an idea of what
you are expected to do. Even when no questions are given it is usually taken for granted
that you will step into the shoes of the protagonist of the case and tackle the challenge
faced by him/her in your own unique way.
It is important that you get into the shoes of the protagonist at an early stage into the
preparation. Students may not understand the significance of this but it is most important.
Giving advice to others on a situation is easy, so is it to comment on others from a
distance. But being in the decision maker‘s shoes is a different ball game altogether. It
forces you to take ownership and approach the situation in a more serious fashion.
There may also be some complex or descriptive cases where issues may not be clearly laid
out or apparent. Your assignment is to identify these issues and proceed with the analysis.
Read the case quickly to become familiar with the situation, the issues at hand, and action
to be taken. If the instructor has given any questions it will help to read them before you
read the case. Highlight or underline the main points and break the questions down into
key words and phrases and summarize what each question is asking you to do. Also
check out the exhibits as these are sure to provide information that can be crucial to the
analysis of the case. Reviewing the overall organization of the case, particularly how it is
structured under different headings, can also provide you with an indication of the scope
of the case. Rudyard Kipling in a poem wrote:
“I keep six honest serving men (They
taught me all I knew); Their names
are What and Why and When; And
How and Where and Who”
You can also benefit by making these six your best friends. Try to identify What the
issues involved are; Why the issues have arisen (reasons); by When the remedial action
has to be taken (time and timeframe available for remedial action); How these issues can
be addressed; Where (context of the case); and, Who the protagonist is, his/her position,
roles, and responsibilities.
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Diagnosis
Decide what the main issues in the case are as this is vital to proceed with your case
analysis. You must keep in mind that different kinds of information are presented in the
case study. There are facts, which are verifiable. There are inferences, which represent an
individual‘s judgment in a given situation. There is speculation, which is information
which cannot be verified. There are also assumptions, which cannot be verified, and are
generated during case analysis or discussion.
Clearly, all these different types of information are not equally valuable for managerial
decision-making. Usually, the greater your reliance on facts (rather than speculation or
assumptions), the better the logic and persuasiveness of your arguments and the quality of
your decisions.
The issues you identify will determine which concepts, tools, and analytical techniques
are to be used. For some cases these issues may be clearly laid out or they may be
obvious from reading the case and you will understand them just by reading the
introduction and the concluding section. But for others you may have to decipher them
from all the information provided in the case. The issues that you have identified here are
the ‗immediate issues‘ – i.e. issues faced by the protagonist in the case or the organization
for which the decision is to be taken. Reflect on the causes and consequences of the
behavior, events, or situation described in the case.
Analysis
Once you have identified the immediate issues, you will have to identify the ‗basic
issues‘. These relate to the relevant concepts, theoretical frameworks, tools, and
techniques that are outlined in the course. For instance, the immediate issue for a CEO
may be to expand geographically but he may be undecided on whether to expand by
setting up a greenfield project or by acquiring another firm. One of the basic issues here
might be ―organic growth vs inorganic growth‖.
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DIAGNOSIS
Immediate issues (Prioritized on the basis Basic Issues (Relevant to each immediate
of importance and urgency) issue)
1. 1.
2. 2.
3. 3.
4. 4.
ANALYSIS
Qualitative Assumptions
Quantitative
RECOMMENDATIONS
1.
2.
3.
4.
ACTION PLAN
Who
What
When
Where
How
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William Ellet, The Case Study Handbook, (Harvard Business School Press,
2007)
Michael A. Hitt, R. Duane Ireland, and Robert E. Hoskisson, Strategic
Management (Thomson Southwestern, 6th Edition) Cii.
Michiel R. Leeenders, Louise A. Mauffette-Launders and James Erskine, Writing
Cases, (Ivey Publishing 4th edition) 3.
Christensen, C Roland, Hansen, Abby J, Teaching and the Case Method,
(Harvard Business School Press, 1987)
C.C. Lundberg and C. Enz, 1993, A framework for student case preparation,
Case Research Journal 13 (summer): 144.
Louise A Mauffette-Leenders, James A. Erskine, and Michiel R. Leenders,
Learning with Cases (Ivey Publishing, 2001), 69-70
Thompson, Arthur A, Jr. & Strickland III, AJ (1995) Strategic Management:
Concepts and cases (8the Edition) Chicago, IL: Irwin (p.328)
http://www.queensu.ca/ctl/goodpractice/case/index.html
Interviews with numerous students and instructors employing Case-based
Learning.
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