This document provides guidance for preparing a case team selection presentation. It recommends focusing on an approach, theme, and recommendation supported by evidence. The presentation should include the goal, strategy, and tactics. Time should be spent finding the focus, considering different topics, developing the approach and recommendation, and preparing evidence and answers to questions. Presenters are advised to practice and relax in order to feel comfortable and present their solution successfully.

1. Case Team Selection

2. How do I present? What are the judges looking for? What will the case look like? What should I put in my presentation? How do I use my preparation time? What if my case solution is wrong? Our goal: increase your comfort

3. Our goal: increase your comfort Approach Theme Evidence Recommendation

6. What is my approach? Recommendation Action

7. What is my approach? Recommendation Action

8. What’s my topic? A technical aspect? Afinancial aspect? A business process aspect? A project management aspect? A strategic aspect? …… Pick a topic from the case that gives you energy

9. For example: A financial analysis of the two system options Selecting the Cobol system option based on technical factors Using customer retention strategy to determine which system to use A governance framework for the technical transition Using middleware to optimize the technical approach They really were this varied

10. Best practices: reading phase “cases are about thinking, not about reading.” “there isn’t one right answer” “there are usually red herrings in the case”

12. Evidence

13. Q&A prepRest

14. Goal Strategy Recommendations Tactics

15. Goal Strategy Recommendations Tactics

16. Provide evidence What? Unity bank should implement the Leader system Why? It will allow them to focus on their customer retention strategy

17. Provide evidence What? Unity bank should implement the Leader system Why? It will allow them to focus on their customer retention strategy Evidence Less business impact on US customers (see Appendix A) 5-day shorter no-trade period Allow futures trading without wait period Additional financial resources to target to customer retention Leader requires $1.5MM less cash outlay in years 1 – 3 Cash can be reallocated to focused customer retention efforts

18. Prepare for Q&A What? Unity bank should implement the Leader system Why? It will allow them to focus on their customer retention strategy Evidence Less business impact on US customers (see Appendix A) 5-day shorter no-trade period Allow futures trading without wait period Additional financial resources to target to customer retention Leader requires $1.5MM less cash outlay in years 1 – 3 Cash can be reallocated to focused customer retention efforts

19. Provide evidence Evidence can consist of Financial analysis Time line analysis Risk analysis Statistical analysis Logic Outside opinion (with citations) …..

22. Good luck!