Developing a Teaching Case

1. Developing a Teaching Case 東海大學 周瑛琪

2. Overview What is a case/ case method teaching? What exactly is a case supposed to teach? Where do cases come from? Writing the case Details & follow-up work

3. What is a Case ? • There is general business knowledge • Application depends on situation specifics • Instructor knows well enough to pick illustrations that are “generalizable” • “To see the world in a grain of sand ”you have to know what the world looks like

4. Case Method Teaching & Learning • Knowledge: theories, principles frameworks • Skills: how to apply the above in particular situations • Attitudes: The situation can be improved. I can make a difference • Identification with the protagonist

5. Deductive and Inductive Thinking • Induction: Observations are sorted and key idea(s) abstracted • Hypothesis/Problem stated • Deduction: Framework developed, Issues Raised, Analysis performed • Iteration

6. The Problem-Solving Process State the Problem INDUCTION DEDUCTION Abstract Develop a Framework Sort Surface Issues Perform Analysis Observe Draw Conclusions

7. Critical Skills • Picking up clues in the field about “the problem” • Applying multiple frameworks to drive your quest for more data • Analyzing that data to determine: what is the problem, what new hypotheses/frameworks needed, what new data needed

8. Key Questions • What issues will the case focus upon-the ”first paragraph?” • What analysis is required to address those issues? • What data is required to perform that analysis? • Where will you get that data?

9. Writing the Case • Company Field Case • Individual Field Case • General Experience • Published Information-“Library Case” • PLUS-Notes and Teaching Notes • Think about purpose-knowledge transfer, skill building, attitude

10. Writing-Case Draft Preparation(1/2) • Determine as quickly as possible the specific situation with which the protagonist will be wrestling. • Write the first paragraph. • Prepare an outline. • Do a time line. • Write.

11. Writing-Case Draft Preparation(2/2) • Maintain the authority of the casewriter’s voice. • Use quotes liberally • Write the teaching note at the same time as you are writing the case • Think hard about the structure of the case. • Carefully craft the exhibits. • Avoid jargon and technical terms. • Write in the past tense.

12. Follow-up Work and Company Review • Agreeing on the Information that Will Appear in the Case • Disguise • Identity of the company • Industry/product identity • Financial data

13. Twenty-Five Questions To Ask As You Begin To Develop A New Case Study(1/4) 1.Where will this case fit within the existing course syllabus? What cases will precede and follow it? And what learning objectives should it illuminate? 2.Who will the audience be? 3.How “fresh” is the case topic? 4.What type of case will you write? 5.In what style should you write a case? 6.What types of ancillary materials will you develop?

14. Twenty-Five Questions To Ask As You Begin To Develop A New Case Study(2/4) 7.What makes a good case decision focus? 8.What/how much data should you include? 9.Does the case include controversy? 10.Does the case include controversy? 11.Does the case have a protagonist? 12.Are opinions, evaluations, interpretations, theories, etc. expressed in quotations? 13.Do exhibits contain useful information in a clear, fashion?

15. Twenty-Five Questions To Ask As You Begin To Develop A New Case Study(3/4) 14.What are the standard components of a case study? 15.How long should a case be? 16.Should you revise a case after it has been taught? 17.What are the most common pitfalls of case development? 18.What are common causes of casewriter’s writing? 19.Some mundane tips:

16. Twenty-Five Questions To Ask As You Begin To Develop A New Case Study(4/4) 20.What do you want to include in the opening? 21.What do you want to include in the industry/company/individual background section? 22.What purpose should case headings serve? 23.How should you use exhibits? 24.What about videotapes? 25.What should be included in a case teaching note?

17. Hints for Casewriting(1/2) • Case design • Finding the case site • Contacting the company • The initial visit • Outlining the case • Interviewing • Writing the case

18. Hints for Casewriting(2/2) • Editing the case • Managing the relationship with the host company • Managing resources • Preparation of the teaching note • Review and improvement • Evaluation

19. Writing Cases: Tips and Pointers • Preparation 1week • Interviewing 2-4weeks • Draft 2weeks • Quote approval 2weeks • Case review and sign-off 2-4weeks

20. 個案撰寫ppt格式 (1) Company background (2) The one(s) faced with the problem, the decision maker(s). (3) Those aspects of the problem situation the decision maker can control: the controllable variables.

21. 個案撰寫ppt格式 (4) Those aspects of the problem situation the decision maker can not control but those which, together with the controlled variables, can affect the outcome of his choice the uncontrolled variables. (5) Constraints imposed from within or without on the possible values of the controlled and uncontrolled variables. (6) The possible outcomes produced jointly by the decision maker’s choice and the uncontrolled variables.

22. 報告規範 • 每一組15分鐘 12分鐘時→第1聲鈴響提醒， 15分鐘時→第2聲鈴響，同學需結束報告 • 評審評分方式分為4大項 →個案內容描述佔30分 →方案可行性佔30分 →資源規劃需求評估佔30分 →簡報呈現與答詢佔10分