LO5

Approach to Case Analysis

 Generic Framework for Case Analysis:

  I Determine Your Role and Requirements

  II Identify Users and Their Needs
  III Identify and Rank Issues
  IV Identify Viable Alternatives for Each Major Issue
  V Analyze Alternatives Using Criteria for Resolving
  VI Communicate Practical Recommendations/Conclusions

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I: Determine Your Role &
Requirements
 The first step is to determine who you are in the context of
the case.

 The key requirements are often found in the last two

paragraphs of the main body of the case.

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II: Identify Users and Their Needs

Given the Case Environment
 Define all the other characters in the case.
 The other characters will be seeking your expertise in
financial matters, consider their needs.

 When focusing your task on the user’s needs, always

consider the environment in which you both operate.

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III: Identify and Rank Issues

 Issues are usually ranked based on controversy, errors, and
complexity.

 Do not rank an issue as important only because you know a

lot about the subject.

 Rank items solely on their importance to the other characters

in the case.

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IV: Identify Viable Alternatives

for Each Major Issue
 Very few case issues will have one correct answer.
 You will need to create various possible solutions to each
case issue.

 The alternatives should be relevant and viable for the client’s

unique situation.

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V: Analyze Alternatives Using

Criteria for Resolving
 For each issue listed on your case plan, an analysis of the
previously identified alternative should be performed.

 This may include quantitative and or qualitative forms of

analysis.

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VI: Communicate Practical

Recommendations/Conclusions to
Users
 Your answer to the case should be in the form required by the
question.

 It should provide clear, practical recommendations based on our

analysis and should directly address the identified user’s needs.

 Your solution should demonstrate the organizational skills required

of a professional person.