LEARNING MATERIAL
GUIDELINES FOR WRITTEN CASE ANALYSIS
Required Sections
I. Executive Summary
II. Statement of the Problem
III. Causes of the Problem
IV. Alternative Solutions
V. Recommended Solution,
Implementation and
Justification
Guidelines
 One to two paragraphs in length
 Briefly identify the major problems facing the manager/key person
 Summarize the recommended plan of action and include a brief justification of the
recommended plan
 State the problems facing the manager/key person
 Identify and link the symptoms and root causes of the problems
 Differentiate short term from long term problems
 Conclude with the decision facing the manager/key person
 Provide a detailed analysis of the problems identified in the Statement of the Problem
 In the analysis, apply theories and models from the text and/or readings
 Support conclusions and /or assumptions with specific references to the case and/or
the readings
 Include two or three possible alternative solutions
 Evaluate the pros and cons of each alternative against the criteria listed
 Suggest additional pros/cons if appropriate
 Identify who, what, when, and how in your recommended plan of action
 Solution and implementation should address the problems and causes identified in
the previous section
 The recommended plan should include a contingency plan(s) to back up the ‘ideal’
course of action
 Using models and theories, identify why you chose the recommended plan of action –
why it’s the best and why it would work
 Evaluation Rubrics: Case Analysis

Level 1 (0-2 Level 2 (3-5 Level 3 (6-8 Level 4 (9-10

points) points) points) points)
CRITERIA Below Standard Approaching At Standard Exceeds Standard
Standard
Clear explanation of key strategic issues Shows little Shows some Shows adequate Shows superior
• The problems, scope, and seriousness was clearly understanding of the understanding of the knowledge of the knowledge of the
identified in the discussions. issues, key issues, key issues, key issues, key
• There was a well focused diagnosis of strategic issues problems, and the problems, and the problems, and the problems, and the
and key problems that demonstrated a good grasp of company’s present company’s present company’s present company’s present
the company’s present situation and strategic issues. situation and situation and situation and situation and
• Effective Executive Summary strategic issues. strategic issues. strategic issues. strategic issues.
• Did not waste space summarizing information already Executive Executive Executive summary Effective Executive
found in the case. summary missing summary adequate Summary
or poorly inadequate
constructed
Valid arguments; analysis of performance with Critical issues and Critical issues and Critical issues and Critical issues and
relevant supportive detail key problems that key problems that key problems that key problems that
 Logically organized, key points, key arguments, and supported the Case supported the Case supported the Case supported the Case
important criteria for evaluating business strategies were Analysis were poorly Analysis were not Analysis were Analysis were clearly
easily identified identified, analyzed, clearly identified, partially identified, identified, analyzed,
 Critical issues and key problems that supported the and supported. analyzed, and analyzed, and and supported.
Case Analysis were identified and clearly analyzed and supported. supported.
supported.
Appropriate analysis, evaluation, synthesis for the Analysis of key Analysis of key Analysis of key Analysis of key
specific industry identified change drivers and change drivers and change drivers and change drivers and
 There was complete data on which to base a thorough the underlying issues the underlying issues the underlying issues the underlying issues
analysis inadequate. were not identified. were partially were clearly
 Key change drivers underlying the issues were identified identified
identified.
 Synthesis, analysis, and evaluations were clearly
presented and supported in a literate and effective
manner.
Conclusions and recommendations are congruent Effective Effective Effective Effective
with strategic analysis recommendations recommendations recommendations recommendations,
 Specific recommendations and/or plans of action and/or plans of and/or plans of and/or plans of solutions, and/or
provided. action not provided. action inadequate. action were partially plans of action were
 Specific data or facts were referred to when necessary Specific data or facts Specific data or facts provided. provided.
to support the analysis and conclusions. necessary to support were not referred Specific data or facts Specific data or facts
 Recommendations and conclusions were presented and the analysis and when necessary to were occasionally were referred when
supported in a literate and effective manner. conclusions was not support the analysis referred when necessary to support
 provided. and conclusions. necessary to support the analysis and
the analysis and conclusions.
conclusions.
Proper organization, professional writing, and logical Key points were Key points were not Key points were Key points were
flow of analysis. poorly identified and identified and partially identified clearly identified and
 Logically organized, key points, key arguments, and supported with a well supported with a well and supported with a supported with a well
important criteria for evaluating the business logic easily thought out rationale thought out rationale well thought out thought out rationale
identified. based on applying based on applying rationale based on based on applying
 Key points were supported with a well thought out specific concepts or specific concepts or applying specific specific concepts or
rationale based on applying specific concepts or analytical analytical concepts or analytical
analytical frameworks to the data provided in the case. frameworks to the frameworks to the analytical frameworks to the
 Proper grammar, spelling, punctuation, 3 person
rd data provided in the data provided in the frameworks to the data provided in the
objective view, professional writing, and syntax. case. case. data provided in the case.
Grammar, spelling, Grammar, spelling, case. Excellent grammar,
punctuation, punctuation, Adequate grammar, spelling, punctuation,
professional writing, professional writing, spelling, punctuation, professional writing,
and syntax needs and syntax needs professional writing, and syntax
significant improvement and syntax
improvement
 (Sample Format of the Case Analysis to be submitted)

Name: _____________________________ Course, Year & Section: BSBA 3A

Case Title: ________________________

I. Executive Summary:

______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

II. Statement of the Problem:

______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

III. Causes of the Problem:

______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

IV. Alternative Solutions:

______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
V. Recommended Solution, Implementation, and Justification:

______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

Note:

What to do?
1. Submit the case analysis in a Word Document format using
a laptop or desktop computer if you have the means to do
so. Use Font Arial, Size 12, set the margin to 1 inch on all
sides.

2. If you do not have a laptop or desktop computer, you can

have the case analysis written in a yellow pad paper or white
bond paper following our format and take a photo of your
case analysis.

How to submit?
Submit your written case analysis (word docs or photo) through
the following:

a. Google Classroom
b. Facebook Messenger through Direct or Private Message at
https://web.facebook.com/rara.alonzo
c. Email Address: rrtalonzo@gmail.com