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Case Teaching and Writing Workshop for Faculty: July 2013
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Case Teaching and Writing Workshop for Faculty: July 2013

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On July 15, Scale Up Milwaukee held a day-long workshop for academics throughout the region: Case Teaching and Writing Workshop for Faculty. This free workshop was designed exclusively for …

On July 15, Scale Up Milwaukee held a day-long workshop for academics throughout the region: Case Teaching and Writing Workshop for Faculty. This free workshop was designed exclusively for entrepreneurship faculty at higher education institutions, MBA and advanced BA programs, who use teaching cases (HBS-style) or are planning on teaching case-based classes in MBA or related programs.

Dan Isenberg will teach this unique workshop: Dan has taught for 11 years at Harvard Business School and has published over 25 HBS entrepreneurship cases, one of which is used to teach all incoming HBS students how to read and discuss cases. One of Dan’s videos is used to teach incoming HBS faculty the art of case teaching. This is a great opportunity for Southeast Wisconsin. The workshop will consist of a case discussion, an analysis of the discussion and use and structure of the case, and a detailed description of case writing and case teaching do’s and don’ts. This workshop will be of use even for faculty who are teaching cases (or strongly interested in doing so) but don’t have current plans to write their own.

Published in: Education, Technology, Business

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  • 1. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Case  Teaching  and  WriBng   July  2013   7/22/13 1 www.entrepreneurial-revolution.com dan@isen.com
  • 2. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 7/22/13 2
  • 3. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Today’s  ObjecBves   •  Understand  case  teaching  method   •  Understand  classroom  process  in  case  discussions   •  To  increase  use  of  cases  in  your  classes     •  For  new  cases  to  be  wriLen  AND  used  
  • 4. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Today’s  agenda   •  Using  the  case  method  -­‐  discussion   •  Using  PACIV  case  as  an  example   •  Case  discussion   •  WriBng  cases  (starBng)   –  Exercise   –  Discussion  and  conclusion   •  PROCESS:  PARTICIPATIVE   •  LEARN  FROM  EACH  OTHER  AS  WELL   •  PC’S  AND  SMART  PHONES  OFF  PLEASE   7/22/13 4
  • 5. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors How  would  you  define  a  “teaching  case?”   7/22/13 5
  • 6. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors How  would  you  define  a  “teaching  case?”   •  Engineering  of  learning  experiences  via   discussion  and  debate  around  a  common  set   of  facts  and  decisions   7/22/13 6
  • 7. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Why  use  teaching  cases?   7/22/13 7
  • 8. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors What  is  the  case  discussion  method?   7/22/13 8
  • 9. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors There  is  not  ONE  case  method   This  is  the  Daniel  Isenberg  version   7/22/13 9
  • 10. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  .  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 10 PACIV  Case  Discussion     1.  Study  groups   2.  Debrief   3.  Case  discussion   4.  Debrief  
  • 11. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors ParBcipant-­‐Centered  Learning   11 Experience   Reflect  Generalize   Learning or Teaching? Cognitive complexity Learning to act
  • 12. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  .  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 12 Teaching  Plan  for  PACIV  
  • 13. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 13
  • 14. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 14
  • 15. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 15
  • 16. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Arts  of  Case  Teaching   •  What  you  teach  vs.  what  they  learn   •  What  they  learn  from  each  other  vs.  from  selves   •  Need  to  expend  cogniBve  effort   •  SBmulaBng  interesBng,  funny,  provocaBve   •  Many  techniques:   –  Cold  calling,  role  playing,  pitches,  debates,  small  groups   7/22/13 16
  • 17. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  .  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 17 Case  WriBng  Advice   •  Don’t  write  cases  about  interesBng  ventures   –  Write  cases  about  ventures  with  interesBng  problems  (decisions/challenges)   •  ALWAYS  start  with  a  curriculum  need   –  PACIV:  to  teach  students  how  small  ventures  globalize   –  Examples:   –  Do  NOT  write  cases  just  because  they  are  “interesBng”   •  Then  locate  an  E-­‐R  who  has  had  a  problem  with  that  issue   –  Examples:   •  IniBal  interviews  to  idenBfy  specific  acBon  issue   –  ALWAYS  specific  point  in  Bme,  ALWAYS  specific  actor  (protagonist)   –  Could  be  in  past,  or  present   •  IdenBfy  a  specific  dilemma  or  decision  that  requires  acBon  and  that  has   some  classroom  acBon:  debate,  role  play.  “SHARP”  issue.   –  PACIV:  Hire  Snelgrove?  Agree  to  give  him  Europe?  Role  play  negoBaBon   •  IdenBfy  addiBonal  issues  that  might  not  require  decisions   –  PACIV:  Company  culture,  Jorge’s  history,  finances,  market  sizing   –  Try  to  have  one  small  (or  large)  quanBtaBve  issue  in  each  case   –  “Sharp”  vs.  “dull”  issues   7/22/13
  • 18. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  .  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 18 Case  WriBng  Advice  (2)   •  ALWAYS  write  from  E-­‐R’s  perspecBve   –  Use  a  parBcular  point  in  the  past,  month  day  and  year   –  Do  not  include  informaBon  that  the  E-­‐R  did  not  have   •  Let  the  facts  tell  the  story.   –  Avoid  value  judgements,  interpretaBons,  your  opinions   –  “Rodriguez  was  an  excellent  sales  man.”  NO   –  How  can  you  say  this  factually???   –  Write  in  passed  tense  –  ALWAYS.   –  Don’t  overload  with  irrelevant  facts  that  the  E-­‐R  did  not  have  or  just  because   they  are  there   •  Use  poeBc  license   –  Change  quotes  as  needed  and  get  E-­‐R  approval  later   •  Allow  for  discovery  and  surprise   –  While  researching  case:  new  issues,  conflicts,  etc.   –  While  teaching,  new  themes,  topics,  lessons   –  Revise,  revise  revise   7/22/13
  • 19. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  .  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 19 Case  WriBng  Advice  (3)   •  Structuring  the  case   –  Act  1   •  Protagonist   •  Time  frame   •  Decision   •  EmoBon,  urgency,  drama   –  Act  2   •  Personal  biography,  up  to  launch  of  venture   –  Act  3   •  Market  problem,  opportunity   •  Company’s  products,  services   •  CompeBBon   •  Strategy   –  Act  4   •  Internal  organizaBon,  HR,  personal  style   •  Problem  to  be  solved,  background   –  Act  5   •  Seing  up  decision  in  Act  1   •  AddiBonal  perspecBve,  arguments   –  Exhibits   •  Things  that  cannot  easily  be  presented  as  simple  text   •  Tables,  figures   •  Be  selecBve   7/22/13
  • 20. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Exercise  interviewing  real   entrepreneurs   7/22/13 20
  • 21. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Debrief   7/22/13 21
  • 22. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Background  Materials   7/22/13 22
  • 23. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors CogniBve  Complexity   •  Dimensionality:   – Number  of  perspecBves  we  use  to  look  at  a   situaBon   •  ResoluBon:   – How  many  disBncBons  we  make  on  each   dimension   •  Interconnectedness:   – How  many  relaBons  we  perceive  among  the   dimensions  
  • 24. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors  A  large  industrial  products  division  has  lost   market  share  by  5%  in  each  of  the  last  2   years   •  Context:  increased  compeBBon,  changed  regulatory   environment   •  Strategy:  differenBated  producer   •  People:  lack  of  industrial  products  markeBng  experience,   more  in  consumer  and  services   •  OrganizaBon:  unclear  performance  criteria,  recent  merger   of  two  sales  departments   •  Culture:  Historically  R&D  driven,  founder  an  engineer   •  Governance:  family-­‐owned,  low  transparency  
  • 25. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors 25
  • 26. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors CogniBve  Complexity  Impacts  AcBon   •  Both  simple  and  complex  thinkers  might  conclude:  "need   to  replace  the  VP  sales"   •  The  complex  thinker  would  address  mulBple  dimensions   in  decision  and  acBon  plan,  not  just  fire  VP  sales   •  The  complex  thinker  would  understand  that  replacing  VP   sales  might  impact  other  dimensions  (culture)  and  have   unintended  consequences  
  • 27. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Enlarged  Repertoire  of  PossibiliBes   •  CumulaBve  experience  of  many  case  situaBons   –  What  did  the  general  manager  from  P&G  do  in  a   similar  situaBon?   –  How  did  the  founder  of  GrameenPhone  act?   –  What  did  the  CEO  of  Widget  Inc.  do  to  solve  this?   •  AlternaBves  presented  by  other  parBcipants  in   the  same  case  discussion  
  • 28. EntrepreneurshipPolicyAdvisors Copyright  ©  2011,  2012  ,  2013  Daniel  Isenberg   Entrepreneurship  Policy  Advisors   EntrepreneurshipPolicyAdvisors Expanded  Self-­‐Awareness   •  Learn  to  present   •  Learn  to  listen  to  reacBons   •  Learn  to  engage  in  debate   •  Learn  to  re-­‐evaluate  one's  own  posiBon   •  Learn  how  our  ideas  are  perceived  by  many   people