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HOW TO ANALYZE A CASE STUDY

Analyzing a case study involves breaking down a real-world situation to identify key elements and making informed decisions based on rigorous analysis. This guide covers the critical steps required for effective case study analysis: identifying the problem or opportunity, determining its causes, evaluating possible solutions, and prescribing the best course of action. It emphasizes the importance of thorough preparation, collaboration, and thoughtful discussion, culminating in a final memo that encapsulates your findings and recommendations.

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HOW TO ANALYZE A CASE STUDY

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  1. HOW TO ANALYZEA CASE STUDY

  2. So What is a Case Study analysis? • “separation into parts” • “examination of a thing to determine its parts or elements” • “…..with a view toward prescription” • Analytical processes used in medicine, auto repair, business turn around • More than simple description

  3. Case Study Key Phrases • Describes an actual situation in narrative form • Requires a decision of a problem or opportunity • It’s not a problem necessarily with a “unique” solution • There are different alternatives

  4. Case Study Key Phrases • Describes an actual situation in narrative form • Requires a decision of a problem or opportunities • It’s not a problem with a “unique” solution • There are different alternatives • Critical thinking/Innovation key

  5. Steps in Doing Case Analyses 1. Identify dimension of problem or opportunity 2. What caused problem/opportunity to exist? • Possible solutions to the problem 4. What is the “best” solution and why? Describe Diagnose Frame prescription options Prescribe

  6. How Will Case Analysis Work? • Seven Cases will be Assigned This Semester (plus a trial run with Nest Fresh Eggs) • Encourage multiple readings of each case over a series of days • Take lots of notes • Look at other resources where possible

  7. Preliminary Memo • 1-1 ½ pages long • Typically in bullet fashion with short comments • Follows Five Step Case Study Process • Problem or Opportunity • Causes of problem/opportunity/factors-trends • Alternative Solutions • “Best” Solution and why? • Plan of Implementation • Encourage preliminary observations on competition, financial analysis, SWOT, etc. – describe, diagnose, frame and prescribe • Must be your own work for individual memos • Grading is based on application of unit concepts

  8. In-Class Discussion • Class-led discussion of the case following the five step order • We measure participation plus quality of participation • Preliminary memos are due at the beginning of class – come prepared with additional notes – solution ideas, pros and cons of various alternatives • Take notes on the discussion – your final memo should reflect the discussion points of the day.

  9. Final Memo (for Unit Cases) • A final memo is prepared for the case based on • Your preliminary analysis • The in-class discussion from the day of the case • A maximum 5 page final memo – one from each group only - is submitted shortly following the discussion day – see syllabus for due dates • 11 pt font, double spaced, 1” margin • Follow the 5 step format for evaluating each case • Grading is based on application of unit concepts

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