GUIDELINES IN ANALYZING

BUSINESS/POLITICAL/ECONOMIC/HEALTH/EDUCATION CASES

1. To make the student become more efficient and accurate in finding the
cause and effect of business problems
2. To train the student become more imaginative in formulating efficient
and effective solutions.
3. To help the student apply his own special experience, and to handle new
situations if he has little or no experience.
4. To develop his skills in interacting, cooperating and fostering closer
working relations with his group members.

BASIC CHARACTERISTICS OF A GOOD CASE ANALYSIS

1. It is based on particular situational facts.

2. There is good understanding and identification of the central problem.
3. The solution must be highly creative and have the makings of being
practical and workable under the given circumstances.
4. the student ‘s position must be supported and defensive.

OUTLINE IN SOLVING BUSINESS/POLITICAL/ECONOMIC/HEALTH

CASES

CASE BACKGROUND - This section provides a succinct and effective summary

for the corporate/education/political/economic leaders to peruse through
quickly, and get the gist of what you want to highlight.

I. TIME CONTEXT
Specify the time context (month and year) if the case fact is explicit about
it. The time context tell us when the problem was observed, which
requires the necessity of an action.

II. VIEWPOINT

In solving business, political, health problems, the student must specify the
viewpoint he is taking . It always based on the manager’s viewpoint.

III. STATEMENT OF THE PROBLEM

A problem is a deviation or an imbalance between what should be and

what is actually happening. This imbalance is caused by a change of one
kind or another. A problem could be answered by the question – what is
wrong that needs correcting?
 IV. OBJECTIVES – Must and Want

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 courses of action.

V. AREAS OF CONSIDERATION/ SWOT ANALYSIS

When the student has determined what he considers to be the central

problems and has defined his objective, he must proceed to organize
the facts around the possible cause of the central problem. This requires
the separation of the significant areas from the unimportant ones, and
the relevant to the irrelevant. Environmental scanning must be carefully
done to avoid inconsistent analysis. It composed of External
(uncontrollable) and Internal (controllable) environment.

VI. FINANCIAL ANALYSIS ( optional )

This is one of the most important part of the case study analysis
because Financial analysis is used to analyze whether an entity is
stable, solvent, liquid, or profitable enough to merit a monetary
investment. Financial analysis basically is the process of evaluating
businesses, projects, budgets, and other finance-related transactions to
determine their performance and suitability.

VII. ALTERNATIVE COURSES OF ACTION (ACA)

Formulating the possible solutions to the problem. Alternative solutions are

collections of what appear to be at the moment the best means of
meeting the individual objectives. Choosing the best ACA among all
possible solutions. The minimum should be 3 ACA’s.

VIII. RECOMMENDATION

This is the final decision or recommended course of action.

IX. CONCLUSION/DETAILED ACTION OR IMPLEMENTATION PLAN

Make a detailed action plan to ensure the success of the decision or

recommendation. The characteristic of a good action plan are systematic,
realistic and flexible. SMART
Action Plan must include the ff:
1. Specific objective/s
2. Strategy/ies ( Activity/ies )
3. Budget
4. Point person
5. Timeline
6. Status