This presentation provides you the needed details that you will be needing in order to be able to fully understand how to write a case analysis. It will help you to be familiar with all the formatting needed in a case analysis. Likewise, it will give you a glimpse on how it should always be done.

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Case Study Analysis
General Format

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Goals:
 Understand the various areas of the
case analysis.
 Do an actual Case Analysis on a
group basis / individual basis -
complete with presentation and oral
defense.

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Description
 Describe the different parts of the Case analysis
format using slides for discussing status,
schedules, budget, critical incidents ,
environmental concerns, etc.
 Citing some examples to better understand the
process.
 General Format is intended for marketing,
financial, management cases, etc.
While the Business Policy Format is intended
only for Strategic Management Cases.

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GENERAL FORMAT OUTLINE:
 I - Title of the case
 - It is usually the name of the
company.
 - Or sometimes the
description of a particular problem or
status of the company.

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II TIME CONTEXT
 This is usually the approximate time or
period when the case happened.
 Just write say - from August to
December 1999.
 Or sometimes it could be written the
summer of 2000.
 Or if specific dates are provided just copy
them ie. January to June 2003.

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III - VIEW POINT
 Whose point of view you are considering
in order to analyze fully the case.. Ex.
Marketing Director, CEO etc.
 If you are giving the case to your students
specify the area you want analyzed based
on the subject you are handling. Ex. Your
subject is Marketing Management so
specify marketing problems that they
should consider ONLY.

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IV AREAS OF CONSIDERATION
A - Company Background
- Provide just a short company background .
- State briefly some critical facts/ incidents from
the case summary that have affected the
historical strategic direction and performance of
the concerned firm.
- show how this critical facts lead to a particular
focus for your analysis.
- present this only in bulleted form so its easy to
read.

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B – SITUATION ANALYSIS
 1. General Environmental Analysis
A. Technology
 Information technology continues to
become cheaper and have practical
applications.
 Database technology allows organization of
complex data and distribution of information.
 Telecommunication Technology and
networks increasingly provide fast
transmission of all sources of data, including
voice, written communications and video
information.

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General Environmental Analysis
Contd.
B. Demographic Trends
 Computerized design and
manufacturing technologies continue to
facilitate quality and flexibility.
 Regional changes in population due to
migration.
 Changing ethnic composition of the
population.
 Aging of the population
 Aging of the Baby Boom Generation

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General Environmental Analysis:
C. Economic Trends
 Interest rates
 Inflation rates
 Saving rates
 Trade Deficits
 Budget Deficits
 Exchange Rates

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General Environmental Analysis
contd,
D. Political / Legal Environment
 Anti-Trust enforcement
 Tax Policy changes
 Environmental protection laws
 Extent or regulation and deregulation
 Developing countries privatizing state
monopolies
 State owned industries

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General Environmental Analysis:
E. Socio-Cultural Environment
 Increasing number of women in
the work force.
 Awareness of health and fitness
issues
 Concern for environment
 concern for customers

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General Environmental Analysis
contd.
F. Global Environment
 Currency exchange rates
 Free Trade Agreements
 Trade Deficits
 New and developing markets.

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2. Industry Analysis
 Study the effects of the general
environmental trends on the focal
industry.
 Porter’s Five Forces model is a useful tool
for analyzing the specific industry. (
supplier power, buyer power, potential
entrants, substitute products and rivalry
among competitors)

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3. SWOT ANALYSIS
 Strengths
 Weakness/es
 Opportunities
 Threats

16. V. STATEMENT OF THE
PROBLEM
 Make sure you state the problem in
just one declarative statement not a
paragraph.
 Or you might state it in a question form.
 Or if you find several problems, you
can present them according to its
relevance to the main situation of the
case . ie: Primary Problem, Secondary
problem. Etc.
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VI ALTERNATIVE COURSES
OF ACTION
 Come up with at least three (3)
A C A’ s.
 You might start off with several
alternatives but trim them down into
at least three.
 Provide explanation for each of the
ACA provided.

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VII Alternative Evaluation
 Evaluate the proposed alternatives
by providing the advantages and
disadvantages of each alternatives.
 Alternative Choice- should be the
alternative that have the most
benefits against all the given ACA’s.
 Explain the chosen ACA.

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Recommendation…..
 Proposed other solutions or strategies
you think will help solve or prevent the
problem from recurring in the future.
VIII Plan of Action
 List down activities/ programs needed
to implement the chosen Alternative
Courses of Action. The use of a Gantt
Chart is recommended.

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Schedule of Activities
 Review of Schedule milestones here
Jan Feb Mar Apr May Jun July Sep Oct Nov Dec
Phase 1
Phase 2
Phase 3