How to Prepare and Present a SM caseBased on Fred DavidBy VHS

How to prepare and present a case analysisWhat 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 analysisGuidelines for preparing Case AnalysisPracticality- make reasonable assumptions and make decisionsJustification how you support your decisionsRealism 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 open-minded to others views. Contribute.

Cases prescribed are comprehensive.Not confined to concepts discussed in that session.

How to prepare and present a case analysisCase methods vs. lecture approachBe 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 analysisCross-ExaminationTake a stand to support your position with objective analyses and outside researchAvoid being a silent observer

How to prepare and present a case analysisPreparing a Written Case AnalysisThe Executive SummaryThe Comprehensive Written AnalysisStepsIdentify the firms existing vision, mission, objectives, and strategies. Are all elements covered?Develop or improve vision and mission statements for the organizationIdentify the organizations external opportunities and threatsConstruct a Competitive Profile Matrix (CPM)Construct an External Factor Evaluation (EFE) MatrixIdentify the organizations internal strengths and weakness

How to prepare and present a case analysisStepsConstruct an Internal Factor Evaluation (IFE) MatrixPrepare 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 strategiesRecommend specific strategies and long-term objectivesSpecify how your recommendation can be implemented and what results you can expect.Recommend specific annual objectives and policesRecommend procedures for strategy review and evaluationConfine yourself to the time line of the case. After events may be useful for other studies.

Oral presentation of a case analysisContent Process or delivery-------------------------------Content quality, quantity, factual correctness, appropriateness. Feasibility.coverage of important issues.

DeliveryPersonal groomingOrganisingVisual aidsVoiceBody languageFluency Reaction to feedback from audience Q&A

OrganisingIntroduce yourself and the teamThe company / caseTopics to be covered and the sequenceThe role of the team membersArrive early and check the venue and v. aids. Trial.

Visual aidsPPTs. handouts,. FlipchartsDo not overdo. You are the hero(ine) ! not the visual.Use simple graphics. Few and legible fonts.Few lines per slide. Points only.

VoiceSpeak 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 languageStand 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 confidentUnderstand 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.

TeamsPorterDruckerPrahaladKaplanMintzberg

Evaluation of Case presentation1. Mission Statement2. Thoroughness, accuracy, and depth of external analysis3. Thoroughness, accuracy, and depth of internal analysis4. Identification and evaluation of alternative strategies using matrices5. Quality, quantity, feasibility, and relevance of recommendations6. Justification and support for recommendationsContent : on a scale of 1 to 5

Evaluation of Delivery1. Organization of presentation2. Professionalism of presentation3. Use of visuals and color4. Communication skills of team5. Use of time6. Handling of questions

Peer level evaluationAfter 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 BusinessPeer Evaluation of Group AssignmentPlease evaluate on a scale of 0-10 the contribution of each member of the team including you.

Team : _________________Assignment: __________________Date of Submission: ______________________

NoNameRating for Quantity of Contribution 0 -10Rating for Quality of Contribution 0 -101234