Guidelines for analyzing and presenting Strategic Management (0501609) (Individual/Group) case study

Guidelines for analyzing and presenting
Strategic Management (0501609) (Individual/Group) case study
Case studies offer descriptions and data of situations from which you have to:
Firstly,
 Identify the key points or issues
 Weigh up the situation
 Identify the information you do have and that you need to know
 Explore the website of the firm to explore and get more information about the
firm’s current operations and strategies
Secondly,
 Define the problem/issues to be addressed precisely
 Outline the objectives: the desirable outcomes
 State assumptions made
 Identify resources/techniques helpful to opening up the case study
 Generate ideas or alternative solutions
Then you can:
 Choose a “best fit” solution from the options (SWOT is compulsory, other
choices are VRIO, competitive profile, benchmarking, BCG portfolio matrix, etc.)
 Decide on an action plan
 Outline what you need to suggest and how it can be implemented
 Consider what might go wrong and how to monitor the success of the action plan
How to approach the case study?
Step 1. Read the case carefully and work on the following:
 What are the main presenting issues?
 What the firm is doing right? What it is doing wrong according to you?
 What is the current situation of the firm/enterprise?
 What would happen if nothing is/was done?
 What hard evidence (data – ratio analysis, financial data, marketing data, etc.) is
there that the situation needs action?
Once you have done this you can write the introduction to the case study analysis, which
outlines the situation, the key issues, why these have arisen, and required action. In this
way you should avoid rewriting large chunks of the case study.
0501609 Strategic Management Case Analysis and Presentation Guidelines
– Dr Zafar 20202 Page 2
Step 2. Analyze the situation/issues clearly and ask yourself the following questions:
 What is the background to the case study?
 What (The Internet) research could I use to understand the issues?
 What solutions are desirable/possible?
 What solutions are suggested/supported by research?
 What are the legal and ethical considerations?
 What would be my role?
Step 3. Use the SWOT (SO-WO-ST-WT) provided to record your ideas/analysis.
Step 4. Use one more suitable tool like Portfolio Analysis, Competitive Profiling, etc. to
develop a better understanding of the situation in the case.
Step 5. Collect information about the current situation of the firm/ enterprise. Perform a
a thorough analysis of the current situation as well.
Step 6. Suggest solutions and make assumptions explicitly clear.
Step 7. You must communicate what did you learn from this case study and how can you
generalize.
How to write the case study report?
An effective case study report should
 Clearly identify the core problem(s) / issues
 Analyze the issues underlying the problem
 Discuss and justify alternative solutions using theory/experience
 Present feasible recommendations
 Be presented in an appropriate format
The report format
Introduction
Overview of the situation and identification of key issues underlying the problems
identified in the case study
Main body
Present and analyze the issues. Consider and assess possible solutions in terms of
theoretical grounding, strengths and weaknesses, and possible risk factors. Draw from
both literature and experiences. Collect as much information as possible from the Internet
about the current position of the firm.
0501609 Strategic Management Case Analysis and Presentation Guidelines
– Dr. Zafar 20202 Page 3
Conclusion
Summarize main findings. Identify and justify the strategy proposed. You must mention the
important issues that you learn from the case study.
Recommendations
Recommendations should be in line with your analysis. May be separate or within
conclusions
Appendices -A compilation of supplementary and illustrative material.
Do not include items that are not mentioned in the report.
Bibliography – A list of sources consulted or referred to in alphabetical order of authors’
name(s).
Tables, charts, graphs, and diagrams – may be included within the report or added in
the appendices. Used in the appendix, they avoid cluttering up the main text and do not
add to your overall word count.
All illustrations should be clearly labeled and numbered and referred to in the report.
Pitfalls of case study analysis
You may lose marks when analysis fails to:
 Identify the real problem, focusing on describing the case study situation and
missing the underlying issues
 Separate the strategic management issues from the operational issues
 Identify for whom the issue is a problem (that means you fail to identify key
decision-makers)
 Examine possible alternatives
 Present a realistic implementation plan
 Address the specific issues
 Support their ideas with evidence from research, studies, or theories
0501609 Strategic Management Case Analysis and Presentation Guidelines
– Dr Zafar 20202 Page 4
Presentation Guidelines
1. Introduction – Establish credibility / Seek audience attraction
2. Body -Main points clear and concise
3. Conclusion -Summarizes main points
4. You MUST bring up a slide or two of what did you learn from this case study
5. Visual Aids – To effectively illustrate major points
6. Time- Fits stated time limits (15 Minutes with Q&A)
7. Posture and Movement – Straight and relaxed
8. Gestures -Natural, not distracting
9. Vocal Expression -Appropriate volume and pitch
10. Eye Contact -Look at the audience, not using notes extensively
11. Personal Qualities – Appropriate and welcome attitude towards questions.
Date of Submission:
Midterm Case Study- Saturday, March 20, 2021.
Midterm Presentations: Monday, March 22nd, 2021
Group Case Study – Saturday, April 24th, 2021.
Group Case Presentations: Monday, April 26th, 2021
Zafar Husain PhD (IITD)