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How to Prepare and Present a SM case. Based on Fred David By VHS. How to prepare and present a case analysis. What is a Strategic-Management case?

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how to prepare and present a sm case

How to Prepare and Present a SM case

Based on Fred David


how to prepare and present a case analysis
How to prepare and present a case analysis
  • What is a Strategic-Management case?
    • It describes an organization’s external and internal condition and raises issues concerning the firm’s mission, strategies, objectives and polices.
    • Includes all related management issues.
    • Contains facts and opinions, judgments.
    • Learning by doing
how to prepare and present a case analysis3
How to prepare and present a case analysis
  • Guidelines for preparing Case Analysis
    • Practicality- make reasonable assumptions and make decisions
    • Justification – how you support your decisions
    • Realism – no recommendation is beyond an org’s means.
    • Specificity-no broad generalization –5W+ (what, why, when, how, where and who)
    • Originality- feasible alternatives (not necessary the same as the firm’s plan)
    • Contribute – Group exercise in class and real life. Be open-minded to other’s views. Contribute.
Cases prescribed are comprehensive.
  • Not confined to concepts discussed in that session.
how to prepare and present a case analysis5
How to prepare and present a case analysis
  • Case methods vs. lecture approach
    • Be prepared for a discussion along the lines of “What would you do, why would you do it, when would you do it, and how you do it?”
    • Answers to the questions:
      • What are the firm’s most important external opportunities and threats?
      • What are the organization’s major strengths and weakness?
      • How would you describe the organization’s financial condition?
      • What are the firm’s competitors, and what are the strategies?
      • What objectives and strategies do you recommend for this organization? Explain your reasoning. How does what you recommend compare to what the company plans?
      • How would the organization best implement what you recommend? What implementation problems do you envision? How could the firm avoid or solve those problems?
how to prepare and present a case analysis6
How to prepare and present a case analysis
  • Cross-Examination
    • Take a stand to support your position with objective analyses and outside research
    • Avoid being a silent observer
how to prepare and present a case analysis7
How to prepare and present a case analysis
  • Preparing a Written Case Analysis
    • The Executive Summary
    • The Comprehensive Written Analysis
    • Steps
      • Identify the firm’s existing vision, mission, objectives, and strategies. Are all elements covered?
      • Develop or improve vision and mission statements for the organization
      • Identify the organization’s external opportunities and threats
      • Construct a Competitive Profile Matrix (CPM)
      • Construct an External Factor Evaluation (EFE) Matrix
      • Identify the organization’s internal strengths and weakness
how to prepare and present a case analysis8
How to prepare and present a case analysis
  • Steps
      • Construct an Internal Factor Evaluation (IFE) Matrix
      • Prepare a SWOT matrix, Strategic Position and Action Evaluation (SPACE) Matrix, Boston Consulting Group (BCG) Matrix, Internal-External (IE) Matrix,Grand Strategy Matrix, and Quantitative Strategic Planning Matrix (QSPM). Give advantages and disadvantages of alternative strategies
      • Recommend specific strategies and long-term objectives
      • Specify how your recommendation can be implemented and what results you can expect.
      • Recommend specific annual objectives and polices
      • Recommend procedures for strategy review and evaluation
      • Confine yourself to the time line of the case. After events may be useful for other studies.
oral presentation of a case analysis
Oral presentation of a case analysis
  • Content
  • Process or delivery


Content – quality, quantity, factual correctness, appropriateness. Feasibility.

coverage of important issues.

  • Personal grooming
  • Organising
  • Visual aids
  • Voice
  • Body language
  • Fluency
  • Reaction to feedback from audience – Q&A
  • Introduce yourself and the team
  • The company / case
  • Topics to be covered and the sequence
  • The role of the team members
  • Arrive early and check the venue and v. aids. Trial.
visual aids
Visual aids
  • PPTs. handouts,. Flipcharts
  • Do not overdo. You are the hero(ine) ! – not the visual.
  • Use simple graphics.
  • Few and legible fonts.
  • Few lines per slide. Points only.
  • Speak clearly and loudly.
  • Do not mumble.
  • Practise.
  • Slow . When nervous pause and breathe.
  • Modulate the voice.
  • Use emphasis where necessary.
  • Pause when sink in.
body language
Body language
  • Stand erect. On your ‘toes’ .one step ahead.
  • Do not turn your back to audience.
  • Eye contact. One – to- one ?
  • Smile and use humour appropriately. Do not dilute seriousness.
  • Do not read from notes or PPT. checklist OK.
  • Questions are best in the end.
  • Be polite, courteous non-personal, but confident
  • Understand the Q well. Repeat of paraphrase if necessary.
  • Take your time if necessary.
  • Appropriate team members to answer. Seek help / or consult when reqd. from team members.
  • Conclude with the main theme. Or summary
  • Thank.
  • Porter
  • Drucker
  • Prahalad
  • Kaplan
  • Mintzberg
evaluation of case presentation
Evaluation of Case presentation

Content : on a scale of 1 to 5

  • 1. Mission Statement
  • 2. Thoroughness, accuracy, and depth of external analysis
  • 3. Thoroughness, accuracy, and depth of internal analysis
  • 4. Identification and evaluation of alternative strategies using matrices
  • 5. Quality, quantity, feasibility, and relevance of recommendations
  • 6. Justification and support for recommendations
evaluation of delivery
Evaluation of Delivery
  • 1. Organization of presentation
  • 2. Professionalism of presentation
  • 3. Use of visuals and color
  • 4. Communication skills of team
  • 5. Use of time
  • 6. Handling of questions
peer level evaluation
Peer level evaluation
  • After presentation / submission please do a peer level evaluation of contribution of individual team members and submit it to me. Format available in the wiki.

Asian School of Business

Peer Evaluation of Group Assignment

Please evaluate on a scale of 0-10 the contribution of each member of the team including you.

Team : _________________

Assignment: __________________

Date of Submission: ______________________