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Case Study Format

The document provides guidance on how to analyze and summarize a case study. It outlines the key steps which include: 1) reading the case multiple times to understand it fully, 2) analyzing the case by identifying the main problem, key facts, and potential solutions, 3) preparing a written report that follows a standard format with sections like the problem statement, objectives, analysis, alternative solutions, and a conclusion and recommendation. The overall goal is to apply analytical skills to advocate for the best solution based on a thorough understanding and breakdown of the issues presented in the case.

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472 views15 pages

Case Study Format

The document provides guidance on how to analyze and summarize a case study. It outlines the key steps which include: 1) reading the case multiple times to understand it fully, 2) analyzing the case by identifying the main problem, key facts, and potential solutions, 3) preparing a written report that follows a standard format with sections like the problem statement, objectives, analysis, alternative solutions, and a conclusion and recommendation. The overall goal is to apply analytical skills to advocate for the best solution based on a thorough understanding and breakdown of the issues presented in the case.

Uploaded by

Mad Kenny
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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CASE STUDY FORMAT

CASE STUDY FORMAT


Objectives
• At the end of this module, the students are expected to:
• familiarize with the steps in doing the case study;
• apply the learning in analyzing the case;
• share the learning in doing and preparing the case study;
CASE STUDY FORMAT

• What is a Case?
• A case is a narrative of an actual, or realistic problem that
typically portrays policy makers confronted with the need
to make a decision.
• 
• A case is a problem-solving action, a policy strategy for
the future. It narrates the development of a situation over
an extended period of time.
• Teaching cases present information, but not analysis; your task
is to supply the latter, as well as to advocate a solution.
• 
• A case is a realistic problem situation that happened in a certain
organization. It is a problem need to be addressed which the
policy makers are the one who make decisions. It presents data
information for the policy makers to know the main problem to
be addressed. As student teaching cases is not just analysis of
the case. You are not just identify the main problem, what is the
case all about, what are the facts of case, etc., but your real
task is to supply the latter part to advocate a solution to the
main problem. You are viewing yourself as the policy makers
that make decision, solve the problem and make policy
strategies.
Why Case Method?

a) Best learning methodology.


b) Based on realistic business concerns.
c) Process used to solve cases is similar to actual business
processes on problem solving.
d) Develops analytical capabilities.
e) Develops data/fact handling skills.
f) Develops leadership and team effectiveness skills.
g) Apply principles learned to business situations
encountered in actuality.
h) Develop decision making skills (decide on course of
action, and visualize consequence and results).
i) Develops communication and presentation skills.
• A case doesn’t have a single “correct answer” or should I
say that there is also “no wrong answer”. Your solution is
based on your analysis it can be good or not, it can be
better or worse. All the ideas will be presented and make
a defense or defend your analysis and it is open for
questioning. On that case you can interpret your analysis
and tell why you are advocating or recommending that
solution.

• . (read more:

• https://www.hbs.edu/faculty/research/Documents/Shapiro-
Participating-in-a-Case-Study.pdf
Steps in Analyzing a Case
• 1. Read the Case
• You need to get the whole sense of the case. Read the case at least 2 to 3
times or more than until you understand the entirety of the story. You can ask
questions to yourself while you are reading; you can take down the significant
facts; and note important information.

• 2. Analyze the Case

• Asking questions to yourself is already analyzing the case. You can ask: What
is the case all about; what problem the organization is dealing with or facing;
who are the characters in the case; what are the conflicts; how problem arise;
etc. Questions help you to have better analysis of the case and to derive
(formulate) the main problem of the case. Note: focus on the case, do not go
beyond the case, searching to the net to make analysis lightly is not advisable
because you are getting other (people) ideas/analysis regarding the case.
• 3. Prepare your paper for presentation (oral and
written)

• You need to present your recommending solution based


on analysis both in oral and written. The paper should be
organized based on the prescribe case study format for
better presentation of your ideas/analysis of the case and
to defend the paper efficiently. Below is the case format:
PARTS OF A CASE
STUDY
1. Statement of the Problem

• This is the most difficult part or step in case method. You can
encounter too many problems stated in the case but you need
to point out or derive the main or root problem in the case.
Because some of the problems are only a problem cause by the
main problem (you can use the root-cause analysis). By
identifying the main problem it will limit the scope of your
analysis, this usually in question format using the 5Ws and 1 H
and it should be concise and straight to the point.
• Eg. How ABC Inc. will manage a growing company? In deriving
the main problem you need to view yourself as the CEO or the
President of the company, so that when you presented (in real
life) your solution to the top management they will agree to your
solution and action plan because you pointed out the root or
main problem of the organization.
2. List the Objectives

• List 3 to 5 objectives that are attainable in solving the problem. It


should be SMART (Specific, Measurable, Attainable, Realistic
and Time bound); you can begin it using the Blooms Taxanomy
of action verbs that are commonly used in education. For your
reference read: (
https://www.apu.edu/live_data/files/333/blooms_taxonomy_actio
n_verbs.pdf
;
• 
• https://www.cloud.edu/Assets/PDFs/assessment/revised-blooms
-chart.pdf
) or any SMART action verb. E.g. To reorganize the
organizational system or structure of the growing company. The
objectives should be paralleled or directly answering the
3. Areas of Consideration
• In this part you can list the facts of information of the case, but this not a
narration regarding the background of the case. On this part, you can
list assumptions, which can help you in solving the case (you are
making assumptions because the case did not provide complete
details). But do not rely on them solely because your (case) analysis will
not be credible or defensible. Also, on this part you may use different
framework - conceptual or theoretical; but it is highly recommended to
use theoretical framework. You may search or use books or other
references that may help you in solving the problem of the case.
• This is the part that you are going to present your SWOT or TOWS
analysis – Strengths, Weaknesses, Opportunities and Threats or the
Porter’s five forces analysis.
• (read: http
://valuationacademy.com/porters-five-forces-in-action-sample-analysis-o
f-coca-cola/
and http://www.businessnewsdaily.com/5446-porters-five-forces.html)
 
4. Listing of Alternative Courses of Actions (ACAs)
• List at least three (3) plausible ACAs that will directly
answer your statement of the problem. It should be three
(minimum) so that it will not be biased in recommending a
solution if it is only two (2). Also, it should be paralleled to
your objectives. The recommended ACA will reveal your
key or main objective. Each ACA must be defensible,
make an introduction to each ACA explaining why you are
listing that ACA. Present also the Pros (Advantages) and
Cons (Disadvantages) of each ACA. Note: Listing the
Pros and Cons will help you on what ACA you are going
to recommend but it is not solely your bases, it should be
based on your entire analysis of the case.
5. Conclusion and Recommendation
• Select the best ACA that will answer the statement of the
problem. Explain why you are recommending that ACA.
You should present a detailed implementation/action plan
for that ACA, include time frames or schedule (you may
use Gantt chart). If it is possible have also a contingency
plan for any potential problems.
Characteristics of a Good Analysis

1. It is based on particular situational facts.


2. There is a good understanding and identification of the
central (main) problem.

3. The solution must be highly creative and have the


makings of being practical and workable under the
given circumstances.

4. The position must be supported and defensible.

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