The When, Why and How of Case Method in Business Education Tuesday, September 20, 2011 10: 0 0am EDT

1. The When, Why and How of Case Method in Business Education Tuesday, September 20, 2011 10:00am EDT

2. About Global Business School Network • GBSN is a non-profit 501(c)(3) organization based in Washington DC working to strengthen management education for the developing world through a unique global network of business schools. • International development capacity building programs • Networking & collaboration activities and events • Visit us at www.gbsnonline.org

3. Member Schools Executive Board • Kenan-Flagler Business School, University of North Carolina at Chapel Hill • MIT Sloan School of Management • Stephen M. Ross School of Business at the University of Michigan • University of Maryland ‘s Robert H. Smith School of Business Member Schools • Babson College • Chandaria School of Business, United State International University (USIU) • Columbia Business School • Copenhagen Business School • Darden Graduate School of Business Administration, • Darla Moore School of Business • ESADE • Fisher College of Business at The Ohio State University • Fuqua School of Business • Fundacao Dom Cabral (FDC) • George Washington University School of Business • Gordon Institute of Business Science • Hong Kong University of Science and Technology • Haas School of Business, UC Berkeley • HEC School of Management, Paris • IEDC-Bled • IESE Business School-University of Navarra • IMT Ghaziabad • IMD-Intl. Institute for Management Development • Indian School of Business • INSEAD • Institute of Business Administration Karachi • IPADE Business School • Koç University’s Graduate School of Business • Lagos Business School • London Business School • Mediterranean School of Business • National University of Singapore • SDA Bocconi School of Management • Strathmore Business School • St. Petersburg State University Graduate School of Management • Thunderbird School of Global Management • Tuck School of Business at Dartmouth • UCLA Anderson School of Management • University of Cape Town Graduate School of Business • University of Chicago, Booth School of Business • Umeå School of Business and Economics • UNISA Graduate School of Business Leadership • Universidad del DesarolloEscuela de Economia y Negocios • Universidad de los Andes School of Management • University of Stellenbosch Business School • University of St. Gallen • Wits Business School

4. Our Partners AACSB Goldman Sachs SIX Management AG (Swiss Stock Exchange) Bill & Melinda Gates Foundation Johnson & Johnson International Finance Corporation (IFC) Tanzania Private Sector Foundation Aspen Network of Development Entrepreneurs (ANDE) Association of African Business Schools (AABS) Africa – America Institute (AAI) European Foundation for Management Development (EFMD) Society for International Development (SID) Global Health Council GlobalGiving Business Call to Action (BCtA) Principles of Responsible Management Education (PRME)

5. Guest Bloggers Throughout September we'll feature guest bloggers and encourage active online discussions. • Webinars • The When, Why and How of Case Studies in Business Education, September 20th, 10:00 am EDT • Mentoring Case Writers from Inspiration to Instruction, September 30th, 10:00 am EDT • Working Group • Share ideas for teaching, learn about new cases from colleagues, and get advice about best practice for using cases in the classroom. • Case Resources • Case Competitions Please visit www.gbsnonline.org for more information on Case Method Month!

6. Facilitators Marc Robinson Director Globalens, William Davidson Institute, University of Michigan Richard McCracken Director ecch

7. Global Business School Network When, Why and How of Case Method in Business Education Marc Robinson, Ph.D. The William Davidson Institute at the University of Michigan Robert E. Kennedy, Executive Director September 20, 2011

8. Welcome • Marc Robinson • Director of Educational Outreach, WDI • 2 years: +400% in case adoptions, +250 case studies written • Formerly: • Director of Distance Learning, Schoolcraft College • Senior Instructional Designer & Curriculum Specialist, Capella University • Consultant in National Security and Anti-terrorism • USAF Officer

9. Overview • GlobaLens • Teaching & Learning theory • Case method

10. Objectives • After participating in this seminar, participants will be able to: • Describe the ways adults learn • Define action-based learning • Define case-based learning / “the case method” • Explain how case studies assist adults learn by providing action-based, problem-base, active learning experiences • Describe how an instructor’s approach to teaching differs from lecture-base learning to case-based learning • Identify resources for writing, publishing, and adopting case studies

11. GlobaLens • Started 2007 as casewriting partner to the Univ. of Mich. Business School • Casewriting, publication, submitted materials • Marketing to educators globally • 400% growth in usage annually • Largest catalog of niche cases in select areas • Social impact • Base of the Pyramid • Entrepreneurship • Awards • 2011 University of Michigan Provost’s Teaching Innovation Prize • Oikos Case Writing Competition Winners • NextBillion Case Writing Competition Winners

12. How adults learn • Adults need: • The reason for learning something • Need to Know • Experience (including error) to provide the basis for learning activities • Foundation • To be responsible for their decisions in education and involved in planning & evaluation of their instruction • Self-concept • Content and skills that that have immediate relevance to their work and/or personal lives • Readiness • Problem-centered rather than content-oriented learning • Orientation • Internal versus external motivators • Motivation

13. Teaching-Learning continuum Teaching Learning • Teaching-Learning continuum: • “Teaching” tools: • One way communication • “Sage on the Stage” • Student as passive receiver of knowledge • Like a play – the actor is the center of attention • “Learning” tools: • Interaction and/or student-focused • “Guide on the side” • Student as constructor of knowledge • Like a video game – the student is causing things to change, but within boundaries

14. Teaching-Learning continuum • Case studies: • Action-based learning • Problem-based learning • Active learning • Experiential learning Teaching Learning • Teaching-Learning continuum: • “Teaching” tools: • One way communication • “Sage on the Stage” • Student as passive receiver of knowledge • Like a play – the actor is the center of attention • “Learning” tools: • Interaction and/or student-focused • “Guide on the side” • Student as constructor of knowledge • Like a video game – the student is causing things to change, but within boundaries

15. What is a Business Case? A teaching tool that tells a story about a situation that an organization faced. Designed to be solved through classroom discussion, there is no “right” answer. Central decision point, or dilemma, is crucial. A central figure (often a CEO) that has to make this decision in a given time frame. Bias??

16. What a Business Case is Not • NOT a summary of the events at a company. • NOT a research paper. • In a business case, just present the information without leading students to a conclusion. • NOT a marketing tool for the featured organization

17. Case Method Formats • The Classic Case: • Organized around a problem, challenge, dilemma • Detailed description of real situation • Intensive • Holistic vision of situation • Timeframe • The Short Case (Mini-Case, Caselet): • Short, focused description of real situation. . . teaser

18. Professor’s actions • Develop questions • Clarify • “What do you mean by that?” • Challenge assumptions • “Is that always the case?” • Provide evidence • “What are your reasons for saying that?” • Examine consequences • “How can we find out?” • Guide into “pastures” • Initial concepts • Solve the problem • Generalize

19. Case Method Advantages • Analytical • Logical • Team work opportunities • Communication opportunities Personal Real Specific Experiential

20. Case Method Disadvantages Too specific Post-hoc experience Truncated experience

21. Case Development Process • Identify your teaching objectives • Gather information from credible sources • Create an outline • First Draft • Second Draft • Citations • Publishing

22. Teaching Objectives • After discussing this case, students will be able to… • Defend, justify, explain, determine… After discussing this case study, students will be able to • empathize with the frustration and pain felt by urban residents using transportation in cities around the world • assess the business opportunities for SMART's Integrated Mobility Hub, which offers a more efficient and environmentally and socially sustainable transportation system • make a pitch for SMART's Los Angeles Hub project to an investment firm

23. Teaching Note • 4 major components: • Overview • Purpose • Analysis • Pedagogy • Overview: • The overview provides a brief but comprehensive summary of the teaching material. It can include, depending on the type of teaching material:  • The context (the industry and geographic region, for example) • The setting (he organization, for example) • The situation which drives the action • The characters

24. Distribution • University of Michigan: • GlobaLens: • http://www.globalens.com • Self-distribution • Distributors: • Harvard • Ivey • ECCH

25. Submitting materials • globalens.com/submissions • two-tiered review process • documentation • professional publication review • professionally edit and format the case study • 25% royalty

26. Thank you • Marc Robinson: • marcrob@umich.edu • www.GlobaLens.com

27. The When, Why and How of Case Method in Business Education Please visit www.gbsnonline.org for more information on Case Method Month!