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Case Method Study Format

This document outlines the format for a case method study, including 3 parts: 1) A hardcopy case report with sections for timeline, viewpoint, problem statement, objectives, theoretical framework, areas for consideration, SWOT analysis, alternative courses of action, and recommendations. 2) A group presentation of the case study. 3) An individual written analysis for group members not presenting. The case report sections provide guidance on determining key elements of the case and structuring an analysis to address the central problem.

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Chelle OC
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288 views

Case Method Study Format

This document outlines the format for a case method study, including 3 parts: 1) A hardcopy case report with sections for timeline, viewpoint, problem statement, objectives, theoretical framework, areas for consideration, SWOT analysis, alternative courses of action, and recommendations. 2) A group presentation of the case study. 3) An individual written analysis for group members not presenting. The case report sections provide guidance on determining key elements of the case and structuring an analysis to address the central problem.

Uploaded by

Chelle OC
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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CASE METHOD STUDY FORMAT

Part 1: Hardcopy Case Report

Identify the TIMELINE

n Check if the year has been identified in the case. If not, try to determine by research or
assume based on the settings indicated in the case.

Determining the VIEWPOINT

n Any person who is a decision maker or who is capable of recommending a solution as


mentioned on the case.
n Usually uses the CEO point of view. However, consider using the Marketing Manager
point of view instead.

Formulating the PROBLEM STATEMENT

n This is the most critical step in the Case Method. All your efforts may be wasted with a
misdirected or narrow problem statement.
n Defines the perceived main problem presented in the case and which is the subject of the
analysis.
n Usually provides the scope and limitation of your study.
n Usually in a question format.
n For example: How to improve the declining sales of Product A in Target Country A?
n May be also presented in declarative form of statement.
n For example: The declining sales of Product A in Target Country A.
n Keep the statement concise and straight to the point.
n Consider the main problem and not the contributory problem.
n Example (contributory problem): The lack of promotion of product A in target country A.

Listing down the KEY OBJECTIVES

n Have about 3 to 5 key objectives that you will be attaining once the problem identifies is
resolved.
n Objectives must satisfy the S.M.A.R.T. test (Specific, Measurable, Attainable, Realistic,
and Time- Bound)
n Test your alternative courses of action on how they meet the objectives.
n The best recommendation is the one that meets your key objectives.
n Example: Increase at least 20% of the sales of Product A in Target Country 1 by the end of
the year.

Explaining the THEORETICAL FRAMEWORK/ RELATED LITERATURE/

n Identify 1 Marketing Strategy concept related to the case. Feel free to add supplementary
topics but stay focused on your chosen topic.
n Use textbooks/ journals as reference to explain the theories/ concepts.

Listing down the AREAS FOR CONSIDERATION

n Select only information that are related to resolving the problem at hand. This is not
the background of the case.
n Defines the internal and external environment of the company discernible in the case.
These are factors to be considered in solving the problem.
n You may list down your major assumptions in this area including your basis for making
these assumptions.
n You may use different frameworks in summarizing your key facts such as SWOT/ TOWS
or Porter’s Five Forces.

Case Method Study Format


1 Dr. Dave Vincent Mangilet, CPM
CASE METHOD STUDY FORMAT
SWOT Analysis

n Strengths – List down key company strengths that help it achieve its objectives.
n Weaknesses – List down the key company weaknesses that are obstructing it from
meeting its objectives.
n Opportunities – List down the possible opportunities that the company can capitalize on to
help it achieve its objectives.
n Threats – List down sources of potential problems or barriers in meeting the objectives.

n Always relate these with the problem and objectives of the case.
n In your case study recommendation, ensure that you show how the company can
n Capitalize on its strengths
n Down play or eliminate its weaknesses
n Take advantage of the opportunities
n Reduce or eliminate threats

ALTERNATIVE COURSES OF ACTION (ACA)

n Have at least 2 plausible ACAs. The more you provide, the better.
n Each ACA must be defensible.
n Present pros and cons of each one.
n Each ACA must address the problem directly, be considered as alternative solution,
and achieve the objectives presented.

Give your RECOMMENDATIONS

n Select one of the ACAs that best addresses your problem statement and meets your key
objectives.
n Give your major reasons why this ACA was chosen over the others.
n Provide detailed implementation plan to test this recommendation. Include time frames.
n Provide contingency plans in case there are any potential problems.

Research for CURRENT STATUS/ RELATED CASES

n Determine current status of the company/ industry after the case.


n Look for local companies/ industries with similar issues.

Note: Use PROJECT TEMPLATE

Part 2: Group Presentation

n Presentation time: 30 minutes only.


n Q&A: 1 hour. Another group will act as moderator.
n Each group member should have equal share of topics.
n CREATIVE & INNOVATIVE Presentation is a must.
n Contents: Background of the case and written report details.
n No written report, no oral presentation.

Part 3: Individual Written Analysis (for non-reporters)


(1-2 pages report to be endorsed to the group moderators before the case reports)

FORMAT
n Issue/s, Sub-problems, Topic questions/ inquiry
n Questions you wish you raise for class discussion
n Facts vs. Opinions/ Expectation vs. Reality
n Conclusion/s and Recommendations
n References

Case Method Study Format


2 Dr. Dave Vincent Mangilet, CPM

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