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?

It

describes an organizations external and internal

condition and raises issues concerning the firms
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 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 orgs means.
Specificity-no broad generalization 5W+ (what, why, when,
how, where and who)
Originality- feasible alternatives (not necessary the same as the
firms plan)
Contribute Group exercise in class and real life. Be openminded to others views. Contribute.

Cases prescribed are comprehensive.

Not confined to concepts discussed in that
session.

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 firms most important external opportunities and
threats?
What are the organizations major strengths and weakness?
How would you describe the organizations financial condition?
What are the firms 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 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 analysis

Preparing a Written Case Analysis

The Executive Summary

The Comprehensive Written Analysis
Steps
1.

2.

3.
4.
5.
6.

Identify the firms existing vision, mission, objectives, and

strategies. Are all elements covered?
Develop or improve vision and mission statements for the
organization
Identify the organizations external opportunities and threats
Construct a Competitive Profile Matrix (CPM)
Construct an External Factor Evaluation (EFE) Matrix
Identify the organizations internal strengths and weakness

How to prepare and present a

case analysis

Steps
7.
8.

9.
10.

11.
12.
13.

Construct an Internal Factor Evaluation (IFE) Matrix

Prepare a SWOT matrix, Strategic Position and Action Evaluation
(SPACE) Matrix, Boston Consulting Group (BCG) Matrix, InternalExternal (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
Content
2. Process or delivery
------------------------------Content quality, quantity, factual
correctness, appropriateness. Feasibility.
coverage of important issues.
1.

Delivery

Personal grooming
Organising
Visual aids
Voice
Body language
Fluency
Reaction to feedback from audience Q&A

Organising
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
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.

Voice
Speak clearly and loudly.
Do not mumble.
Practise.
Slow . When nervous pause and breathe.
Modulate the voice.
Use emphasis where necessary.
Pause when reqd.to sink in.

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.

Interaction.

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.

Conclusion

Conclude with the main theme. Or

summary

Thank.

Teams
Porter
Drucker
Prahalad
Kaplan
Mintzberg

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
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

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: ______________________

No

1
2
3
4

Name

Rating for
Quantity of
Contribution
0 -10

Rating for Quality

of Contribution
0 -10