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
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.
12.
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