Analyzing Case Studies

Dr. Jeff Shay

Why analyze case studies?  

Provides insight into managerial problems Brings experience into the classroom Provides common information for a group of people to discuss management issues

Six steps in case analysis 

Gathering familiarity Recognizing symptoms Identifying goals Analysis Diagnosis Action planning Note: These are for ANALYSIS not writing up the case


what.Step 1: Gaining familiarity  Thorough grasp of information in the case  Who.cued from info but not verifiable Assumption . how Fact . when.totally independent of evidence  Types of information     . where.judgment based on supporting evidence Speculation .seen or heard by 2 or more people Inference .

Step 2: Recognizing symptoms    List all indicators that something is not as expected Note who is bothered by particular situations List should be as exhaustive as possible .

in the case Includes identified and inferred constituents and goals . etc. groups.Step 3: Identifying goals   List all goals by the major individuals.

repeat the process .Step 4: Analysis   Application of models. concepts that you are familiar with and help explain the situation As new information is revealed. theories.

. importance.Step 5: Diagnosis    Identify predicaments: goals that are incongruent with each other Identify problems: discrepancies between goals and performance Prioritize predicaments and problems regarding timing. cost. etc.

Step 6: Action planning (implementation plans)       Specify and prioritize criteria used to choose each action Discover or invent feasible alternatives Examine possible outcomes of actions (risks and opportunities) Select a course of action Design an implementation plan/schedule Create a plan for assessing the action to be implemented .

don t come to class unprepared . adjust. IBM Everyone is responsible for contributing to class learning.Additional notes  Daily case studies  Discuss with group but don t need group consensus. amplify your own conclusions Bring in your own experiences  Class discussions    Is there a right answer? Apple v. refine. rather.

Where are cases going to help?     Provide you with experience Experience provides point of reference in business discussions Learn from others mistakes JPS # of cases .

Writing up your analysis of case studies Dr. Jeff Shay .

Sections of your case analysis      Executive Summary Analysis of Situation Strategic Alternatives Selected Strategy Implementation Plans .

Executive Summary     Short. not reporting . very direct. 100-150 words Separate page Ticket to see the boss Highlights.

This will be accomplished through establishing clearer lines of authority to encourage organizational focus on a common goal. .Executive Summary Sample Atlas aims to focus its operations on a commitment to growth in sales and profitability in conjunction with its new corporate strategy and structure. Atlas can achieve this high growth through utilization of its current excess capacity. planning. The evolution of Atlas into a corporation will include functional strategy changes in organizational structure. and risk reduction. It will continue to serve as a source for high quality/differentiated products in addition to penetrating another segment under a different product name to help Atlas achieve this growth while minimizing risk. hiring of an executive to replace Jerry Nelson. and hiring a financial controller/planner to resolve current problems and reduce risks.

etc. . problems. E-O-R model) ANALYZE.. objectives. predicaments. DON T REPORT Use facts from the case. analyze goals.e.Situation Analysis    Concepts and theories used to discuss main points (i.

Strategic Alternatives    Come up with the three you think are the most viable Discuss the two you didn t select and indicate why you didn t select them Discuss your chosen alternative last and this will lead into a description in great detail in the next section .

use numbers. facts.Selected Strategy   Discuss in greater detail the strategy you have chosen and how it resolves the problems and predicaments presented in the situation analysis section Be as specific as possible. exhibits. to present . etc.

Implementation Plans   Be specific and logical Address potential risks and how stakeholders might react .

Details   Follow instructions in the syllabus Papers that do not follow the instructions will not be graded .

Exhibits  These are important   Don t copy from textbook. reproduce and incorporate specific information from the case Sometimes a summary paragraph at the bottom of the exhibit page can be helpful Number as they appear in the text .

No entrepreneurial experience Opportunity + Captive audience + Personal connection with market . + MBA students maybe change mind -High cost of professional manager .Small market .Questionable ROI.Sample exhibit Entrepreneur + Energetic + Driven + Father started businesses -No industry experience .Low returns Resources + Father may have resources + Consulting from Ron D. IRR .

Robin Hood Dr. Jeff Shay .

Question #1  Who are the relevant stakeholders in this case? .

Stakeholders and the Enterprise External Stakeholders ‡ Customers ‡ ‡ ‡ ‡ ‡ Suppliers Governments Unions Local Communities General Public The Firm Contributors Inducements Contributors Inducements Internal Stakeholders ‡ Stockholders ‡ Employees ‡ Managers ‡ Board Members .

Can we organize these stakeholders? Potential competitors Supplier power Rivalry Buyer power Substitutes .

Where do the other forces fit? Political and Legal Environment Potential competitors Technological Environment Supplier power Rivalry Buyer power Demographic Environment Social Environment Substitutes Macro-Economic Environment .

Stakeholder Impact Analysis Identify stakeholders Identify stakeholders interests and concerns Identify resulting claims stakeholders are likely to make Identify most important stakeholders (from organization's oerspective) Identify the resulting strategic challenges      .

Question #2  What is the current mission of Robin Hood and his Band of Merry Men? .

Defining the Business Who is being satisfied? Customer Groups What is being satisfied? Customer Needs Definition of Business How are customer needs satisfied? Distinctive Competencies .

Question #3   What factors are influencing the band s revenue streams? What factors are influencing the band s expenses and profitability? .

W.T.Question #4   What are the environmental threats and opportunities that the band faces? What are the band s strengths and weaknesses? S. Analysis  .O.

Question #5  What is the key problem or issue that must be decided? .

Question #6   How would you evaluate this as an entrepreneurial venture? What are the critical factors that you would consider (put on the board)? .

Robin Hood Case Alternative 1: Transit tax  Affects rich and poor  Inconsistent with culture and purpose of the original organization  Not a good fit .

.Robin Hood Case Alternative 2: Continue robbing but in an adjacent region  Consistent with original organization and growing size  Complications:    Functionally structured More decentralization Who leads units? What would reporting responsibility be? Revenues shared or retained? Expenses shared or retained? Who trains newcomers? Etc.

Robin Hood Case Alternative 3: Align with the barons so that King Richard can be released from prison and Robin can receive amnesty  What would become of the band? What are Robin s responsibilities to his internal stakeholders? .

Defining your business: Who has a business idea? Who is being satisfied? Customer Groups What is being satisfied? Customer Needs Definition of Business How are customer needs satisfied? Distinctive Competencies .

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