CASE STUDY REPORT

5.1  Situation Analysis/ Size-Up/Assumptions                                                                     _____/ 8 points

• P#1 – Key decision-makers in case, their title, name of firm, etc.

Main aspects of situation:  the market, the industry, the

product, the customer, etc.

• P#2 –         Summarize the facts of case
• P#3 – Identify symptoms occurring
• P#4 – Critical inferences based on facts related to symptoms
• Subhead – Assumptions

 

 

5.2  The Problem Statement                                                                                                 _____/ 8 points

• Broad corporate perspective of root cause
• Follow the 4 rules of thumb
• Addresses how the strategic position of firm isbeing negatively affected by problem

 

 

5.3  Analysis                                                                                                                           _____/ 24 points

• Financial or quantitative calculations of firm
• Qualitative analysis of customer, competition, issues related to the supply chain

 

            5.31Environmental Scanning and Analysis

SWOT Analysis

• S & W
• O & T

 

5.4  Alternatives                                                                                                                     _____/ 20 points

• At least 3 tactical alternatives offered
• At least 3 adv and 3 disadv for each alternative

 

5.5  Recommendation and Plan of Action                                                                          _____/ 20 points

• Provide criteria reasoning for your selection
• Explain why other alternatives were not selected
• Addresses how problem statement is resolved
• Mitigation of disadvantages
• Specific timelines (table insert) for specific action items addressed

 

5.7  Concluding Comments                                                                                                  _____/ 10 points

• Summarizes major issues/problems
• Summarizes recommendation
• Reasoning for acting on the action plan
• Positive ‘Call To Action’ ending

 

5.6  Format and Structure                                                                                                    _____/ 10 points

• Use of subheads, margins, fonts, spacing, pages numbered

Proper cover sheet

• Proper grammar and spelling

 

TOTAL POINTS EARNED     _____/ 100 points