How to Prepare and

Present a SM case
Based on Fred David
 How to prepare and present a
case analysis
 What is a Strategic-Management case?
 Itdescribes an organization‟s external and internal
condition and raises issues concerning the firm‟s
mission, strategies, objectives and polices.
 Includes all related management issues.
 Contains facts and opinions, judgments.
 Learning by doing
 How to prepare and present a
case analysis
 Guidelines for preparing Case Analysis
 Practicality- make reasonable assumptions and make decisions
 Justification – how you support your decisions
 Realism – no recommendation is beyond an org‟s means.
 Specificity-no broad generalization –5W+ (what, why, when, how,
where and who)
 Originality- feasible alternatives (not necessary the same as the
firm‟s plan)
 Contribute – Group exercise in class and real life. Be open-
minded to other‟s views. Contribute.
How to prepare and present a case analysis
 Case methods vs. lecture approach
 Be prepared for a discussion along the lines of “What
would you do, why would you do it, when would you
do it, and how you do it?”
 Answers to the questions:
 What are the firm‟s most important external opportunities and
threats?
 What are the organization‟s major strengths and weakness?
 How would you describe the organization‟s financial
condition?
 What are the firm‟s competitors, and what are the strategies?
 What objectives and strategies do you recommend for this
organization? Explain your reasoning. How does what you
recommend compare to what the company plans?
 How would the organization best implement what you
recommend? What implementation problems do you envision?
How could the firm avoid or solve those problems?
 How to prepare and present a
case analysis
 Cross-Examination
 Take a stand to support your position with objective
analyses and outside research
 Avoid being a silent observer
 How to prepare and present a
case analysis
 Preparing a Written Case Analysis
 The Executive Summary
 The Comprehensive Written Analysis
 Steps
1. Identify the firm‟s existing vision, mission, objectives, and
strategies. Are all elements covered?
2. Develop or improve vision and mission statements for the
organization
3. Identify the organization‟s external opportunities and threats
4. Construct a Competitive Profile Matrix (CPM)
5. Construct an External Factor Evaluation (EFE) Matrix
6. Identify the organization‟s internal strengths and weakness
 How to prepare and present a
case analysis
 Steps
7. Construct an Internal Factor Evaluation (IFE) Matrix
8. Prepare a SWOT matrix, Strategic Position and Action
Evaluation (SPACE) Matrix, Boston Consulting Group
(BCG) Matrix, Internal-External (IE) Matrix,Grand Strategy
Matrix, and Quantitative Strategic Planning Matrix (QSPM).
Give advantages and disadvantages of alternative
strategies
9. Recommend specific strategies and long-term objectives
10. Specify how your recommendation can be implemented
and what results you can expect.
11. Recommend specific annual objectives and polices
12. Recommend procedures for strategy review and evaluation
13. Confine yourself to the time line of the case. After events
may be useful for other studies.
Oral presentation of a case
analysis
1. Content
2. Process or delivery
-------------------------------
Content – quality, quantity, factual
correctness, appropriateness. Feasibility.
coverage of important issues.
Delivery
 Personal grooming
 Organising
 Visual aids
 Voice
 Body language
 Fluency
 Reaction to feedback from audience – Q&A
Organising
 Introduce yourself and the team
 The company / case
 Topics to be covered and the sequence
 The role of the team members
 Arrive early and check the venue and v.
aids. Trial.
Visual aids
 PPTs. handouts,. Flipcharts
 Do not overdo. You are the hero(ine) !
– not the visual.
 Use simple graphics.
 Few and legible fonts.
 Few lines per slide. Points only.
Voice
 Speak clearly and loudly.
 Do not mumble.
 Practise.
 Slow . When nervous pause and breathe.
 Modulate the voice.
 Use emphasis where necessary.
 Pause when reqd.to sink in.
Body language
 Stand erect. On your „toes‟ .one step ahead.
 Do not turn your back to audience.
 Eye contact. One – to- one ?
 Smile and use humour appropriately. Do not
dilute seriousness.
 Do not read from notes or PPT. checklist OK.
Interaction.
 Questions are best in the end.
 Be polite, courteous non-personal, but confident
 Understand the Q well. Repeat of paraphrase if
necessary.
 Take your time if necessary.
 Appropriate team members to answer. Seek
help / or consult when reqd. from team
members.
Conclusion
 Conclude with the main theme. Or
summary

 Thank.
Evaluation of Case presentation
Content : on a scale of 1 to 5
 1. Mission Statement
 2. Thoroughness, accuracy, and depth of external
analysis
 3. Thoroughness, accuracy, and depth of internal
analysis
 4. Identification and evaluation of alternative strategies
using matrices
 5. Quality, quantity, feasibility, and relevance of
recommendations
 6. Justification and support for recommendations
Evaluation of Delivery
 1. Organization of presentation
 2. Professionalism of presentation
 3. Use of visuals and color
 4. Communication skills of team
 5. Use of time
 6. Handling of questions