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A COMPREHENSIVE APPROACH OF ANALYZING
             STRATEGIC PROBLEMS & CASES
• A Case Analysis Frame Work
     Define the Problem
     Formulate Alternates
     Evaluate & Compare the Alternatives
     Select & Implement the Chosen Alternative


• An Expanded Frame Work For Case Analysis
     Analyze and Record Current Situation
     Analyze & Record Problems & their Core Elements
     Formulate Alternatives
     Evaluate & Record Alternative Courses of Action
     Select, Justify & Record the Chosen Course of Action & Implementation
ANALYZE AND RECORD THE CURRENT SITUATION
•   Purpose; analyzing the current situation is important for:
   Developing a Clear Understanding of Current Situation
   Investigate Current & Potential Problems
   Determine the Level of Analysis
ANALYZE AND RECORD THE CURRENT SITUATION
•   Purpose; analyzing the current situation is important for:
   Developing a Clear Understanding of Current Situation
   Investigate Current & Potential Problems
   Determine the Level of Analysis
•   Steps of Carrying Out Environmental Analysis
   Separate Relevant from Superfluous Information
   Differentiate between Symptoms and Problems
   Differentiate between Facts and Opinion
   Collect Additional Information for Situational Analysis
   Draw Explicit Conclusions
ANALYZE AND RECORD THE CURRENT SITUATION
•   Purpose; analyzing the current situation is important for:
   Developing a Clear Understanding of Current Situation
   Investigate Current & Potential Problems
   Determine the Level of Analysis
•   Steps of Carrying Out Environmental Analysis
   Separate Relevant from Superfluous Information
   Differentiate between Symptoms and Problems
   Differentiate between Facts and Opinion
   Collect Additional Information for Situational Analysis
   Draw Explicit Conclusions
•   Steps of Completing Current Situation
      Organizational Overview
      Organizational Clientele & Product Mix
P&G PRODUCT-MIX
                                      Product Width
          Detergents    Toothpaste Bar Soap             Disposable     Paper Tissue
                                                        Diapers
Product   Ivory Snow    Gleem 1952   Ivory 1879         Pampers 1961   Charmin 1928
          1930          Grest 1955   Kirk’s 1885        Luvs 1976      Puffs 1960
Length
          Dreft 1933                 Lava 1893                         Bahner 1982
          Tide 1946                  Camay 1926                        Summit 1100’s 1992
          Cheer 1950                 Zest 1952
          Oxydol 1914                Safeguard 1963
          Dash 1954                  Coast 1974
          Bold 1965                  Oil of Olay 1993
          Gain 1966
          Era 172
ANALYZE AND RECORD THE CURRENT SITUATION
•   Purpose; analyzing the current situation is important for:
   Developing a Clear Understanding of Current Situation
   Investigate Current & Potential Problems
   Determine the Level of Analysis
•   Steps of Carrying Out Environmental Analysis
   Separate Relevant from Superfluous Information
   Differentiate between Symptoms and Problems
   Differentiate between Facts and Opinion
   Collect Additional Information for Situational Analysis
   Evaluate Reasonableness & Necessity of Assumptions
   Draw Explicit Conclusions
•   Steps of Completing Current Situation
      Organizational Overview
      Organizational Clientele & Product Mix
      Carryout Environmental Analysis, Identify Organizational Direction & Carryout
         SWOT Analysis
•   Study Areas in Environmental Analysis
STUDY AREAS IN ENVIRONMENTAL ANALYSIS
• GENERAL ENVIRONMENT
      Economic ; Economic variables as inflation, unemployment & interest rates.
      Social; Social variables as educational levels, customs, beliefs & values.
      Political; Lobbying activities & government attitudes toward business.
      Legal; Legal variables as federal, state and local legislation
      Technological; Level of technology, Technological trends
• OPERATING ENVIRONMENT
      Customer; Target markets and customer profiles.
      Competition; Strengths, weaknesses, strategies & market share of competitors
      Labor; Supply of labor, skills & competence of available labor.
      Supplier; Relationships between suppliers, Resources and the firm
      International; International factors / trends
• INTERNAL ENVIRONMENT
      Organizational aspects; Organizational issues, concepts & analysis.
      Marketing aspects; Marketing issues, concepts and analysis
      Financial aspects; Financial issues, concepts and analysis
      Personnel aspects; Personnel issues, concepts and analysis
      Production aspects; Production issues, concepts and analysis
ANALYZE & RECORD PROBLEMS & THEIR CORE ELEMENTS
•   Purpose; is to help analyst recognize the major problems & issues of
    the current situation.
•   Identifying the Inconsistencies
•   Recognizing and Recording of problem is critical for case analysis. In
    case roots of problems are not determined, explicitly stated and
    understood the case analysis has little problem.
•   General Worksheet and Defining Problems
   Description of Problem
   Evidence of Problems
      Facts
      Symptoms
      Opinions
      Assumptions
•   Repeat for Cases In the Event of Additional Problems
FORMULATE, EVALUATE & RECORD ALTERNATIVE COURSES OF
                                   ACTION
•   Purpose; what can be done to resolve problems already defined?
•   Alternate Courses of Action
      Brainstorming
      Search Each Alternate
•   Formulation & Recommendations of Alternatives
•   Evaluation of Alternatives
   Strengths; anything favorable about the alternatives
   Weaknesses; anything unfavorable
•   General Worksheet for Evaluating Courses of Action
   Description of Alternative Course
   Strength of Alternative
   Weaknesses of Alternatives
SELECT, JUSTIFY & RECORD CHOOSEN COURSE OF ACTION &
                              IMPLEMENTATION
•   Purpose; select the alternate that best solves the problem.
•   Select the alternate that best solves the problem after careful
    analysis.
•   Justify Selection; regardless of which alternative is selected the
    analyst must justify choice.
•   Implementation Plan; The final phase in the case analysis is devising
    the action oriented implementation plan.
•   General Worksheet for Implementing the Chosen Alternative
   Describe the Alternative
   Responsibilities of Functional Department for Implementation of
    Alternative
   Contingencies in Case of Failure
PITFALLS TO AVOID IN CASE ANALYSIS
•   Inadequately Defining the Problem: Sound case analysis absolutely depend on a
    clear understanding of major case problem.
•   Assuming the Case Away: Analysts sometimes make such sweeping assumptions
    that the case problem is essentially assumed away.
•   Not having Enough Information: Reasonable assumptions and predictions have to
    be made and the challenge is to arrive at intelligent solutions in spite of
    uncertainty and limited information.
•   Relying on Generalization: It calls for formulating specific problems,
    recommendations and not sweeping generalization.
•   Abounding Realism: In many cases, analysts get too obsessed with solving a
    particular problem that their solutions become totally unrealistic.
•   Setting Up “Straw Man” Alternatives: Alternatives which are developed should be
    feasible, weak and untenable alternatives are automatically discarded (the “Straw
    Man” alternatives)
•   Recommending Research and Consultants: Recommending that research be
    conducted by hiring a consultant to uncover a problem is an undesirable solution.
•   Not Thinking: Analysts usually have some general knowledge firm or situation, but
    they still ignore the government options.
Case Study - Introduction

• History
• Legal Status
• Product & Product Mix
PRODUCT MIX

     PEPSI               7-UP             MIRANDA           MINERAL WATER


     Cans                Cans                Cans            300 ml Bottle


 250 ml Bottle       250 ml Bottle       250 ml Bottle      1.5 Litter Bottle



1.5 Litter Bottle   1.5 Litter Bottle   1.5 Litter Bottle   2.5 Litter Bottle


 2 Litter Bottle     2 Litter Bottle     2 Litter Bottle     9 Littre Bottle
Case Study - Introduction

•   History
•   Legal Status
•   Product & Product Mix
•   Customer
•   Financial Health
•   Plant / Facilities / Technologies / Capabilities
DISTRIBUTION OF WORK

PARTS              MATERIAL TO BE COVERED             PRESENTED BY



        Part I                Introduction

        Part II          Environmental Scanning

    Part III                Strategic Planning

    Part IV             Strategic Implementation

        Part V       Conclusions & Recommendations.
Case Study - Introduction

•   History
•   Legal Status
•   Product & Product Mix
•   Customer
•   Financial Health
•   Plant / Facilities / Technologies / Capabilities

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Case study chap 12

  • 1. A COMPREHENSIVE APPROACH OF ANALYZING STRATEGIC PROBLEMS & CASES • A Case Analysis Frame Work  Define the Problem  Formulate Alternates  Evaluate & Compare the Alternatives  Select & Implement the Chosen Alternative • An Expanded Frame Work For Case Analysis  Analyze and Record Current Situation  Analyze & Record Problems & their Core Elements  Formulate Alternatives  Evaluate & Record Alternative Courses of Action  Select, Justify & Record the Chosen Course of Action & Implementation
  • 2. ANALYZE AND RECORD THE CURRENT SITUATION • Purpose; analyzing the current situation is important for:  Developing a Clear Understanding of Current Situation  Investigate Current & Potential Problems  Determine the Level of Analysis
  • 3. ANALYZE AND RECORD THE CURRENT SITUATION • Purpose; analyzing the current situation is important for:  Developing a Clear Understanding of Current Situation  Investigate Current & Potential Problems  Determine the Level of Analysis • Steps of Carrying Out Environmental Analysis  Separate Relevant from Superfluous Information  Differentiate between Symptoms and Problems  Differentiate between Facts and Opinion  Collect Additional Information for Situational Analysis  Draw Explicit Conclusions
  • 4. ANALYZE AND RECORD THE CURRENT SITUATION • Purpose; analyzing the current situation is important for:  Developing a Clear Understanding of Current Situation  Investigate Current & Potential Problems  Determine the Level of Analysis • Steps of Carrying Out Environmental Analysis  Separate Relevant from Superfluous Information  Differentiate between Symptoms and Problems  Differentiate between Facts and Opinion  Collect Additional Information for Situational Analysis  Draw Explicit Conclusions • Steps of Completing Current Situation  Organizational Overview  Organizational Clientele & Product Mix
  • 5. P&G PRODUCT-MIX Product Width Detergents Toothpaste Bar Soap Disposable Paper Tissue Diapers Product Ivory Snow Gleem 1952 Ivory 1879 Pampers 1961 Charmin 1928 1930 Grest 1955 Kirk’s 1885 Luvs 1976 Puffs 1960 Length Dreft 1933 Lava 1893 Bahner 1982 Tide 1946 Camay 1926 Summit 1100’s 1992 Cheer 1950 Zest 1952 Oxydol 1914 Safeguard 1963 Dash 1954 Coast 1974 Bold 1965 Oil of Olay 1993 Gain 1966 Era 172
  • 6. ANALYZE AND RECORD THE CURRENT SITUATION • Purpose; analyzing the current situation is important for:  Developing a Clear Understanding of Current Situation  Investigate Current & Potential Problems  Determine the Level of Analysis • Steps of Carrying Out Environmental Analysis  Separate Relevant from Superfluous Information  Differentiate between Symptoms and Problems  Differentiate between Facts and Opinion  Collect Additional Information for Situational Analysis  Evaluate Reasonableness & Necessity of Assumptions  Draw Explicit Conclusions • Steps of Completing Current Situation  Organizational Overview  Organizational Clientele & Product Mix  Carryout Environmental Analysis, Identify Organizational Direction & Carryout SWOT Analysis • Study Areas in Environmental Analysis
  • 7. STUDY AREAS IN ENVIRONMENTAL ANALYSIS • GENERAL ENVIRONMENT  Economic ; Economic variables as inflation, unemployment & interest rates.  Social; Social variables as educational levels, customs, beliefs & values.  Political; Lobbying activities & government attitudes toward business.  Legal; Legal variables as federal, state and local legislation  Technological; Level of technology, Technological trends • OPERATING ENVIRONMENT  Customer; Target markets and customer profiles.  Competition; Strengths, weaknesses, strategies & market share of competitors  Labor; Supply of labor, skills & competence of available labor.  Supplier; Relationships between suppliers, Resources and the firm  International; International factors / trends • INTERNAL ENVIRONMENT  Organizational aspects; Organizational issues, concepts & analysis.  Marketing aspects; Marketing issues, concepts and analysis  Financial aspects; Financial issues, concepts and analysis  Personnel aspects; Personnel issues, concepts and analysis  Production aspects; Production issues, concepts and analysis
  • 8. ANALYZE & RECORD PROBLEMS & THEIR CORE ELEMENTS • Purpose; is to help analyst recognize the major problems & issues of the current situation. • Identifying the Inconsistencies • Recognizing and Recording of problem is critical for case analysis. In case roots of problems are not determined, explicitly stated and understood the case analysis has little problem. • General Worksheet and Defining Problems  Description of Problem  Evidence of Problems Facts Symptoms Opinions Assumptions • Repeat for Cases In the Event of Additional Problems
  • 9. FORMULATE, EVALUATE & RECORD ALTERNATIVE COURSES OF ACTION • Purpose; what can be done to resolve problems already defined? • Alternate Courses of Action  Brainstorming  Search Each Alternate • Formulation & Recommendations of Alternatives • Evaluation of Alternatives  Strengths; anything favorable about the alternatives  Weaknesses; anything unfavorable • General Worksheet for Evaluating Courses of Action  Description of Alternative Course  Strength of Alternative  Weaknesses of Alternatives
  • 10. SELECT, JUSTIFY & RECORD CHOOSEN COURSE OF ACTION & IMPLEMENTATION • Purpose; select the alternate that best solves the problem. • Select the alternate that best solves the problem after careful analysis. • Justify Selection; regardless of which alternative is selected the analyst must justify choice. • Implementation Plan; The final phase in the case analysis is devising the action oriented implementation plan. • General Worksheet for Implementing the Chosen Alternative  Describe the Alternative  Responsibilities of Functional Department for Implementation of Alternative  Contingencies in Case of Failure
  • 11. PITFALLS TO AVOID IN CASE ANALYSIS • Inadequately Defining the Problem: Sound case analysis absolutely depend on a clear understanding of major case problem. • Assuming the Case Away: Analysts sometimes make such sweeping assumptions that the case problem is essentially assumed away. • Not having Enough Information: Reasonable assumptions and predictions have to be made and the challenge is to arrive at intelligent solutions in spite of uncertainty and limited information. • Relying on Generalization: It calls for formulating specific problems, recommendations and not sweeping generalization. • Abounding Realism: In many cases, analysts get too obsessed with solving a particular problem that their solutions become totally unrealistic. • Setting Up “Straw Man” Alternatives: Alternatives which are developed should be feasible, weak and untenable alternatives are automatically discarded (the “Straw Man” alternatives) • Recommending Research and Consultants: Recommending that research be conducted by hiring a consultant to uncover a problem is an undesirable solution. • Not Thinking: Analysts usually have some general knowledge firm or situation, but they still ignore the government options.
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  • 13. Case Study - Introduction • History • Legal Status • Product & Product Mix
  • 14. PRODUCT MIX PEPSI 7-UP MIRANDA MINERAL WATER Cans Cans Cans 300 ml Bottle 250 ml Bottle 250 ml Bottle 250 ml Bottle 1.5 Litter Bottle 1.5 Litter Bottle 1.5 Litter Bottle 1.5 Litter Bottle 2.5 Litter Bottle 2 Litter Bottle 2 Litter Bottle 2 Litter Bottle 9 Littre Bottle
  • 15. Case Study - Introduction • History • Legal Status • Product & Product Mix • Customer • Financial Health • Plant / Facilities / Technologies / Capabilities
  • 16. DISTRIBUTION OF WORK PARTS MATERIAL TO BE COVERED PRESENTED BY Part I Introduction Part II Environmental Scanning Part III Strategic Planning Part IV Strategic Implementation Part V Conclusions & Recommendations.
  • 17. Case Study - Introduction • History • Legal Status • Product & Product Mix • Customer • Financial Health • Plant / Facilities / Technologies / Capabilities