CASE ANALYSIS

OBJECTIVES OF THE CASE

METHOD
• To make the student become more
efficient and accurate in finding the
cause and effect of business
problems.
• To train the student become more
imaginative in formulating efficient
and effective solutions.
• To help the student apply his own
special experience, and to handle
new situations if he has little or
no experience.
• To develop his skill in interacting,
cooperating and fostering closer
working relations with his group
members.
 PREPARARING FOR A CASE
ANALYSIS
• Read the assigned case thoroughly and
completely.
• If the case is lengthy, make notes or
summaries of pertinent information before
proceeding with your analysis.
• Formulate in writing a precise statement of
the problem.
• Select the several alternative decisions or
courses of action which can be taken. These are
hypothesis that requires investigation.
• Concerning these hypotheses, raise the question
which demands an answer. Theses are the
crucial questions which are the heart of your
analysis.
• Tentatively weigh the evidences and select the
hypothesis which can be best supported.
• Organize the evidences so as to substantiate
your case. Be sure to state your conclusions
clearly.
*Clarity and simplicity of
written statements are
essential.
**Use short sentences. Be
sparing in the use of
descriptive adjectives.
BASIC CHARACTERISTIC OF A
GOOD CASE ANALYSIS
• It is based on particular
situational facts.
• There is good understanding
and identification of the
central problem.
• The solution must be highly
creative and have the makings of
being practical and workable
under the given circumstances.
• The student’s position must be
supported and defensible.
NOTE: The students commit
serious error of organizing
their case analysis around
concepts instead of using the
concept as a tool in the
analysis of the case.
 CASE
ANALYSIS
OUTLINE
 TIME CONTEXT

Generally, delineates the take-

off point of the analysis. It
should tell us when the problem
was observed, which requires
the necessity of an action.
 VIEWPOINT
Any person who is a decision
maker or who is capable of
recommending a solution as
mentioned in the case or any
consultant hired to recommend
a solution.
 ?
PROBLEM STATEMENT
This defines the perceived problem
presented in the case and which is the
subject of the analysis. It may be
presented in a declarative form or in
the form of a question.
A problem could be answered
by the question – what is wrong
the needs correcting?
One should focus on the central
problem. Specify what the
problem is by describing it
accurately in terms of four
dimensions:
Identity
Location
Time
Extent
STATEMENT OF THE OBJECTIVE

These are the goals which the case

analysis hopes to achieve. Objectives
are specifications by which
alternative courses of action are to be
developed. These are statements or
functions to be performed or
undertaken by the course of action.
S M A R T OBJECTIVE
S -pecific
M-easurable
A -ttainable
R -ealistic
T -ime-bound
AREAS OF CONSIDERATION (SWOT
ANALYSIS)
Define the internal and external
environment of the company
discernible in the case. The expected
output should be:
INTERNAL EXTERNAL
STRENGTH OPPORTUNITIES
WEAKNESSES THREATS
 ASSUMPTIONS
Defines other factors affecting
the company which may not
have been specifically stated in
the case but need to be assumed
to better understand the case and
limit or enhance the analysis.
ALTERNATIVE COURSES OF ACION
(ACA)
• These are the possible
solutions to the problem.
• Each must achieve the
objective.
 ANALYSIS
Each ACA should be discussed
in the light of the Areas of
consideration and
Assumptions. Advantages and
disadvantages of each ACA
should be identified by way of
considering the SWOT.
 CONCLUSION
Comparative analysis of each
ACA should be made by way of
identifying variables and how
each variable is rated for each
ACA. Comparison is summarized
by a decision matrix which will
now show the ACA to be adopted.
 PLAN OF ACTION
This plan of action delineates the
series of actions to be undertaken
to operationalize the adopted
ACA. The plan implements the
ACA. It would be best to
program the plan according to the
basic functional areas.
PRACTICE
CASE
NATIONAL BOOK COMPANY
Delia de los Reyes was the founder and
president of a publishing company
specializing in collegiate textbooks.
Because of her personal ability, and
effective marketing promotion, the company
grew rapidly and its sales of P10,000 in the
first year reach P10 million five years later.
The publication, production, and sales force
also increased.
 However, the company was faced with a
serious problem. New and old employees
were making conflicting decision. One of
the De Los Reyes partners suggested that
the company needed planning and clear-cut
policies and programs to guide decision
making, but the president was not
impressed. She maintains that if she
concentrates on formulating plans and
policies today, she might not have a
company tomorrow. She believes that it is
best to solve the problems as they happen.
~*~*~*~*~*~*~*~
 ORGANIZING THE POWER
COMPANY
• “I do not believe in organization charts or position
descriptions of any kind in this company,” declared
Johnny Ramos, president and founder of the Power
Company, manufacturer of men’s ready to wear
(RTW) suits and jackets. “We are a successful and
fast- rising company with P100,000 annual sales to
a P5million enterprise because we pooled our
resources, coming up with its complex competitive
products at low costs. We are not San Miguel
corporation with its complex organizational charts.”
 Mr. Silang, the company comptroller,
strongly defended the president, emphasizing
that teamwork, not organization charts, is the
key to success.
Linda Ignacio, head of manufacturing,
believed otherwise and declared the
president’s view “absurd and unprogressive.”
Ms. Ignacio position descriptions. As a matter
of fact, I have them hidden in my desk where
Johnny Ramos never sees them.!”