T4 B Case Study

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T4 B Case Study

  1. 1. Passing T4B David R Harris www.cimaguru.com
  2. 2. Who am I? <ul><li>CIMA member </li></ul><ul><li>Ex-training manager (manufacturing) </li></ul><ul><li>Ex-tutor (private sector) </li></ul><ul><li>Management consultant (SME strategy etc.) </li></ul><ul><li>Technical consultant to CIMA </li></ul><ul><li>Examiner (Paper P6) 2005-2009 </li></ul><ul><li>Author of CIMA: Pass First Time! </li></ul>
  3. 3. Plan for the session <ul><li>General stuff </li></ul><ul><li>Q&A </li></ul><ul><li>Analysis and familiarisation period </li></ul><ul><li>Q&A </li></ul><ul><li>In the exam room </li></ul><ul><li>Q&A </li></ul><ul><li>Close </li></ul>
  4. 4. Assessment strategy <ul><li>There is a written three hour exam, including 20 minutes' pre-exam reading time, with a limited number of questions which will usually be answered using a report and/or presentation, with further supporting documents to a variety of users. </li></ul>
  5. 5. Assessment strategy <ul><li>The questions will be based upon: </li></ul><ul><li>the pre-seen case study material, which will be published online at least six weeks before the exam </li></ul><ul><li>further un-seen material which will be given in the exam. This will allow further developments to be explained and additional issues to be raised. </li></ul>
  6. 6. Learning outcomes <ul><li>Preparatory to the exam: </li></ul><ul><li>analyse the context within which the case is set </li></ul><ul><li>analyse the current position of the organisation </li></ul><ul><li>identify and analyse the issues facing the organisation </li></ul><ul><li>During the exam: </li></ul><ul><li>analyse the current position of the organisation </li></ul><ul><li>identify, analyse and prioritise the issues facing the organisation </li></ul><ul><li>identify, evaluate and discuss possible feasible options/courses of action available </li></ul><ul><li>recommend a course of action </li></ul><ul><li>prepare and present information in a format and to a standard suitable for presentation to senior management </li></ul><ul><li>These activities will be undertaken using the pre-seen and unseen case study materials. </li></ul>
  7. 7. The (brief) Assessment Matrix
  8. 8. Any questions?
  9. 9. Let’s look at the pre-seen…
  10. 10. Initial analysis <ul><li>Skim read </li></ul><ul><li>Personalities and reporting lines </li></ul><ul><li>Organisation(s) </li></ul>
  11. 11. Cross-referencing <ul><li>Index content </li></ul><ul><li>Look for ‘stories’ </li></ul>
  12. 12. Technical analysis <ul><li>Knowledge audit </li></ul><ul><li>Be very selective (but recognise just how much time you have!) </li></ul><ul><li>Apply all your knowledge and experience (but particularly Strategic Level) </li></ul><ul><li>Use good old common-sense, and recognise the limitations of theory </li></ul><ul><li>SWOT </li></ul>
  13. 13. Familiarisation <ul><li>Classroom discussions </li></ul><ul><li>Web searches </li></ul><ul><li>Trade and technical journals </li></ul><ul><li>Insiders </li></ul><ul><li>Modify SWOT </li></ul>
  14. 14. Key issues <ul><li>Brainstorming </li></ul><ul><li>Identification </li></ul><ul><li>Prioritisation </li></ul><ul><li>Modify SWOT </li></ul>
  15. 15. Any questions?
  16. 16. Into the exam room…
  17. 17. Analysis <ul><li>SWOT </li></ul><ul><li>Check requirements </li></ul><ul><li>Analyse additional scenario data </li></ul><ul><li>Revise SWOT </li></ul>
  18. 18. Planning <ul><ul><li>Key issues (SWOT) => ‘Position’ </li></ul></ul><ul><ul><li>‘ Options’(identify and evaluate) </li></ul></ul><ul><ul><li>‘ Conclusions and recommendations’ </li></ul></ul><ul><ul><li>Second task </li></ul></ul>
  19. 19. Adding value (TCP) <ul><li>Application of T heory </li></ul><ul><li>C alculations </li></ul><ul><li>P ractical experience and approach </li></ul><ul><li>Balance the three aspects </li></ul><ul><li>Think what level of detail to go into </li></ul><ul><li>Think about the skills required (matrix) </li></ul>
  20. 20. Writing <ul><li>Layout and presentation </li></ul><ul><li>Style of narrative </li></ul><ul><li>Depth and breadth </li></ul><ul><li>Mix of matrix skills </li></ul><ul><li>Recipient of information </li></ul><ul><li>Time management </li></ul>
  21. 21. Review <ul><li>Re-read requirement(s) </li></ul><ul><li>“ Acid test” </li></ul><ul><li>Correct and/or supplement quickly </li></ul><ul><li>Be willing to discard irrelevant content </li></ul><ul><li>Relax! </li></ul>
  22. 22. Any questions?
  23. 23. Passing T4B David R Harris www.cimaguru.com

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