This document introduces the SPADER model for case analysis, which consists of six steps: Situation, Problem, Alternatives, Decision, Execution, and Review. The Situation involves stating the key relevant facts. The Problem identifies the major question. Alternatives provides at least three realistic strategies. Decision justifies choosing the best strategy. Execution details the plan. Review specifies performance checkpoints and contingencies. The SPADER model provides a simple and complete approach for analyzing cases.

1. CASE ANALYSIS
using the SPADER Model
Conceptualized by
Prof. Francisco M. Roa

2. SPADER= simple, orderly,
complete approach
Situation
Problem
Alternatives
Decision
Execution
Review
Conceptualized by
Prof. Francisco M. Roa

3. SITUATION is fact based
 Most relevant
 Stated or implied
 When presenting, stick to top 5 or 7
 Related to problem & alternatives
 Summarizes key issues

4. PROBLEM is the major
one!
A general question that:
 covers major issues
 combines several questions
or issues
 Provides most important
perspective for
understanding the case

5. ALTERNATIVES give
choices!
1. Possible, realistic answers to the problem
2. In general, combine answers to specific issues into 1
strategy
3. Provide at least 3 strategies
4. Name the strategy:
 Status quo
 Aggressive
 Expansion
 Focus, etc.
5. Provide major details or actions per
strategy

6. DECISION means choosing
the best!
Justify your choice of strategy by:
 Increasing value of your choice
 Decreasing value of others
 When useful, give “What if…” scenarios
Provide rationale or basis

7. EXECUTION is key
The devil is in the details
Exactly what are you going to do?
Indicate timing, budget, people
Plan Do Review

8. REVIEW means putting
checkpoints for choice!
Specify:
 Performance milestones
 Time checkpoints
 Budget controls
 Feedback mechanism
 Plan B (what to do when checkpoints
and milestones are not met)

9. SPADER= simple, complete
approach for success
Situation
Problem
Alternatives
Decision
Execution
Review
Conceptualized by
Prof. Francisco M. Roa

10. CASE ANALYSIS
using the SPADER Model
Conceptualized by
Prof. Francisco M. Roa