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CASE STUDY ANALYSIS
FAREEDY’S METHOD
GOALS
THE MAIN PURPOSE IS TO DEVELOP STUDENT’S
ANALYTICAL SKILLS AND FURTHER TO ENHANCE:
• TECHNICAL SKILLS
• CRITICAL ANALYSIS OF BUSINESS ISSUES
• PROBLEM SOLVING TECHNIQUES
• DECISION MAKING SKILLS
• COMMUNICATION/PRESENTATIONS SKILLS
OBJECTIVES
1. Identification and Diagnosis of
ISSUES/Problems.
2. Identify and justify CORE issue(s) or
problem(s)
3. Make recommendations for possible
resolution of problems.
ASSUMPTION
• THE BASIC FUNDAMENTAL
ASSUMPTION OF THE CASE STUDY
METHOD IS THAT THE STUDENTS
KNOW THE PRINCIPLES AND
THEORIES AND HAVE READ THE
RELEVANT TEXTBOOKS AND OTHER
MATERIAL ON THEIR OWN
STARTING OUT
1. Read the case first time – Just read it.
2. Read the case SECOND time with more
concentration.
3. Put the case aside and start with your
READING LIST. Read Relevant Text Book
Chapters, Recommended Books, and
Journals and Articles.
WORKING ON A CASE STUDY
INDIVIDUALLY
1. Have the Three Highlighters/Visors with you
i. Orange
ii. Yellow
iii. Green
2. Read the case THIRD time BUT very slowly and
carefully.
3. You will use the Highlighters on your case itself.
USE OF HIGHLIGHTERS
i. YELLOW: to highlight statistical/quantitative Data
i.e. FACTS
ii. GREEN: for important qualitative information.
iii. ORANGE: To highlight and identify the Problems/ Issues
DO USE the 3 Highlighters very Cautiously and
Sparingly
EXHIBITS
• EXHIBITS ARE VERY IMPORTANT. THEY ARE NOT GIVEN TO MAKE
THE CASE THICK. THEY ARE VERY USEFUL IN PROVIDING A COMPLETE PICTURE
OF A CASE AND ITS ANALYSIS.
• MANY TIMES IT IS A GOOD IDEA TO START FROM THE
LAST EXHIBIT OF YOUR CASE AND WORK YOUR WAY
BACKWARDS.
• WRITE ANALYSIS OF YOUR EXHIBIT ON THE EXHIBIT ITSELF.
• YOU WILL USE THE ANALYSIS OF THE EXHIBITS TO
SUPPORT YOUR ARGUMENT OF THE CASE.
EXHIBITS
• BUSINESS POLICY CASES ARE COMPLEX AND
HAVE A LOT OF EXHIBITS.
• YOU MUST USE THE INFORMATION GIVEN IN
EXHIBITS TO ANALYZE YOUR CASE.
• A BALANCE SHEET, INCOME STATEMENT AND
CASH FLOW STATEMENT ARE USUALLY GIVEN,
AND YOU MUST WORK THE NUMBERS.
EXHIBITS
• SOME CASES HAVE SEVERAL EXHIBITS WHICH
HAVE A LOT OF FINANCIAL DATA AND SOME
CASES SUCH AS HRM HAVE OTHER TYPES OF
CHARTS AND FORMS AS EXHIBITS.
• SO THERE IS A VARIETY OF EXHIBITS FOR
EACH TYPE OF COURSE WORK AND SUBJECT
(E.G MARKETING STRATEGY)
• USE EXHIBITS INTELLIGENTLY.
AFTER YOU HAVE USED YOUR HIGHLIGHTERS AND STUDIED
THE EXHIBITS.
NOW you are ready to tackle the case.
ON ONE SCRAP PAPER: List and Number all the FACTS (Yellow).
ON SECOND PAPER: List and Number all the QUALITATIVE
INFORMATION (Green).
ON THIRD PAPER: List and Number all the ISSUES and
PROBLEMS (Orange)
The above are your WORKING DOCUMENTS.
GROUP MEETING
NOW ALL GROUP MEMBER
SHOULD SIT SOME PLACE (TRC
– I, II, III, 4, LIBRARIES, CAFÉ
ETC) AND DISCUSS AND
WORK TOGETHER AS
FOLLOWS.
THE GROUP MEMBERS SIT DOWN TOGETHER
AND NOW BRAINSTORM/THINK/PONDER AND
DO THE FOLLOWING:
Start to RELIST YOUR FACTS AND QUALITATIVE
statements in order of importance (Write short
notes – Why you did what you did)
A. THIS WILL REQUIRE CONCENTRATION and Time
because you are making “Decisions” about
what is most important and least important.
B. TRY TO IDENTIFY ONLY THE RELEVANT FACTS
(QUANTITATIVE DATA) WHICH ARE
EXTREMELY IMPORTANT AND RELEVANT
QUALITATIVE STATEMENTS WHICH ARE IN
LINE WITH THE ISSUES AND PROBLEMS
(ORANGE COLOUR) YOU HAVE IDENTIFIED.
LOOK AT ISSUES/ PROBLEMS
(ORANGE COLOUR)
A. Do Brainstorming again. THIS time you are
trying to RE-LIST all the problems in the
order of importance. (Write short notes why
and reasoning/argument for your decision)
B. Then identify the “CORE PROBLEM” by
process of elimination of other issues.
(Write short notes on your reasoning)
THE LIST OF FACTS AND QUALITATIVE
STATEMENTS SHOULD JUSTIFY THE
PROBLEMS/ISSUES IDENTIFIED BY YOU IN THE
CASE.
A. WRITE YOUR CORE ISSUE/PROBLEM IN BOLD
LETTERS.
B. AND JUSTIY Why you think this is the CORE
problem. You have written Short Notes in your
scrap/rough work. Use these notes and the
facts and qualitative statements for this
justification. THIS IS THE MOST IMPORTANT
PART OF YOUR ANALYSIS.
RECOMMENDATIONS/ SOLUTIONS
A. ONCE YOU HAVE justified the “CORE
PROBLEM”, THINK, LIST all the Possible
Solutions. (Write short notes as to why)
B. Rank all Possible Solutions in the order of
your Preferences. (Write short notes as to
why)
c. You have Ranked your solutions. Do
PROCESS of ELIMINATION (Write short
notes) and Select the Best Solution.
D. JUSTIFY your solution.
E. WRITE CONCLUSION (very Important)
F. Restate the CORE PROBLEM and the
POSSIBLE SOLUTION you are Presenting.
WRITTEN ANALYSIS OF A CASE
• WAC IS NORMALY FROM 5 TO 10 PAGES
Of COMPREHENSIVE CASES.
• HOWEVER YOU MUST SUBMIT A
FOLDER WITH WAC THAT IS YOUR
ROUGH OR SCRAP WORK THAT REALLY
SHOWS THE GROUP EFFORT TO SOLVE
THE CASE.
THANK YOU!

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Case study analysis 2015

  • 2. GOALS THE MAIN PURPOSE IS TO DEVELOP STUDENT’S ANALYTICAL SKILLS AND FURTHER TO ENHANCE: • TECHNICAL SKILLS • CRITICAL ANALYSIS OF BUSINESS ISSUES • PROBLEM SOLVING TECHNIQUES • DECISION MAKING SKILLS • COMMUNICATION/PRESENTATIONS SKILLS
  • 3. OBJECTIVES 1. Identification and Diagnosis of ISSUES/Problems. 2. Identify and justify CORE issue(s) or problem(s) 3. Make recommendations for possible resolution of problems.
  • 4. ASSUMPTION • THE BASIC FUNDAMENTAL ASSUMPTION OF THE CASE STUDY METHOD IS THAT THE STUDENTS KNOW THE PRINCIPLES AND THEORIES AND HAVE READ THE RELEVANT TEXTBOOKS AND OTHER MATERIAL ON THEIR OWN
  • 5. STARTING OUT 1. Read the case first time – Just read it. 2. Read the case SECOND time with more concentration. 3. Put the case aside and start with your READING LIST. Read Relevant Text Book Chapters, Recommended Books, and Journals and Articles.
  • 6. WORKING ON A CASE STUDY INDIVIDUALLY 1. Have the Three Highlighters/Visors with you i. Orange ii. Yellow iii. Green 2. Read the case THIRD time BUT very slowly and carefully. 3. You will use the Highlighters on your case itself.
  • 7. USE OF HIGHLIGHTERS i. YELLOW: to highlight statistical/quantitative Data i.e. FACTS ii. GREEN: for important qualitative information. iii. ORANGE: To highlight and identify the Problems/ Issues DO USE the 3 Highlighters very Cautiously and Sparingly
  • 8. EXHIBITS • EXHIBITS ARE VERY IMPORTANT. THEY ARE NOT GIVEN TO MAKE THE CASE THICK. THEY ARE VERY USEFUL IN PROVIDING A COMPLETE PICTURE OF A CASE AND ITS ANALYSIS. • MANY TIMES IT IS A GOOD IDEA TO START FROM THE LAST EXHIBIT OF YOUR CASE AND WORK YOUR WAY BACKWARDS. • WRITE ANALYSIS OF YOUR EXHIBIT ON THE EXHIBIT ITSELF. • YOU WILL USE THE ANALYSIS OF THE EXHIBITS TO SUPPORT YOUR ARGUMENT OF THE CASE.
  • 9. EXHIBITS • BUSINESS POLICY CASES ARE COMPLEX AND HAVE A LOT OF EXHIBITS. • YOU MUST USE THE INFORMATION GIVEN IN EXHIBITS TO ANALYZE YOUR CASE. • A BALANCE SHEET, INCOME STATEMENT AND CASH FLOW STATEMENT ARE USUALLY GIVEN, AND YOU MUST WORK THE NUMBERS.
  • 10. EXHIBITS • SOME CASES HAVE SEVERAL EXHIBITS WHICH HAVE A LOT OF FINANCIAL DATA AND SOME CASES SUCH AS HRM HAVE OTHER TYPES OF CHARTS AND FORMS AS EXHIBITS. • SO THERE IS A VARIETY OF EXHIBITS FOR EACH TYPE OF COURSE WORK AND SUBJECT (E.G MARKETING STRATEGY) • USE EXHIBITS INTELLIGENTLY.
  • 11. AFTER YOU HAVE USED YOUR HIGHLIGHTERS AND STUDIED THE EXHIBITS. NOW you are ready to tackle the case. ON ONE SCRAP PAPER: List and Number all the FACTS (Yellow). ON SECOND PAPER: List and Number all the QUALITATIVE INFORMATION (Green). ON THIRD PAPER: List and Number all the ISSUES and PROBLEMS (Orange) The above are your WORKING DOCUMENTS.
  • 12. GROUP MEETING NOW ALL GROUP MEMBER SHOULD SIT SOME PLACE (TRC – I, II, III, 4, LIBRARIES, CAFÉ ETC) AND DISCUSS AND WORK TOGETHER AS FOLLOWS.
  • 13. THE GROUP MEMBERS SIT DOWN TOGETHER AND NOW BRAINSTORM/THINK/PONDER AND DO THE FOLLOWING: Start to RELIST YOUR FACTS AND QUALITATIVE statements in order of importance (Write short notes – Why you did what you did) A. THIS WILL REQUIRE CONCENTRATION and Time because you are making “Decisions” about what is most important and least important.
  • 14. B. TRY TO IDENTIFY ONLY THE RELEVANT FACTS (QUANTITATIVE DATA) WHICH ARE EXTREMELY IMPORTANT AND RELEVANT QUALITATIVE STATEMENTS WHICH ARE IN LINE WITH THE ISSUES AND PROBLEMS (ORANGE COLOUR) YOU HAVE IDENTIFIED.
  • 15. LOOK AT ISSUES/ PROBLEMS (ORANGE COLOUR) A. Do Brainstorming again. THIS time you are trying to RE-LIST all the problems in the order of importance. (Write short notes why and reasoning/argument for your decision) B. Then identify the “CORE PROBLEM” by process of elimination of other issues. (Write short notes on your reasoning)
  • 16. THE LIST OF FACTS AND QUALITATIVE STATEMENTS SHOULD JUSTIFY THE PROBLEMS/ISSUES IDENTIFIED BY YOU IN THE CASE. A. WRITE YOUR CORE ISSUE/PROBLEM IN BOLD LETTERS. B. AND JUSTIY Why you think this is the CORE problem. You have written Short Notes in your scrap/rough work. Use these notes and the facts and qualitative statements for this justification. THIS IS THE MOST IMPORTANT PART OF YOUR ANALYSIS.
  • 17. RECOMMENDATIONS/ SOLUTIONS A. ONCE YOU HAVE justified the “CORE PROBLEM”, THINK, LIST all the Possible Solutions. (Write short notes as to why) B. Rank all Possible Solutions in the order of your Preferences. (Write short notes as to why)
  • 18. c. You have Ranked your solutions. Do PROCESS of ELIMINATION (Write short notes) and Select the Best Solution. D. JUSTIFY your solution. E. WRITE CONCLUSION (very Important) F. Restate the CORE PROBLEM and the POSSIBLE SOLUTION you are Presenting.
  • 19. WRITTEN ANALYSIS OF A CASE • WAC IS NORMALY FROM 5 TO 10 PAGES Of COMPREHENSIVE CASES. • HOWEVER YOU MUST SUBMIT A FOLDER WITH WAC THAT IS YOUR ROUGH OR SCRAP WORK THAT REALLY SHOWS THE GROUP EFFORT TO SOLVE THE CASE.