1. How to Present a Case Study
Bus 411

2. What is a case study?
Describes a firms situation at some point in time
All of these case studies are 2015
Analysis must reflect the correct time period
End of fiscal year 2017 data
You have the benefit of hindsight
Contains mostly fact with some opinion
Puts the reader on the scene
Allows learning by doing
The job to create a 3-year strategic plan for 3 years after the case ( )

3. Preparing Cases Analysis
Need for Practicality
Cases are incomplete
Make reasonable assumptions and DOCUMENT your assumptions
Need for Justification
Support your decisions
Need for Realism
Be realistic
Need for Specificity
What, why, when, how, where and who
Business people (and business professors) dislike generalities and vagueness
Need for Originality
Be original…there is no perfect answer
If it were that easy everyone could do it!
Need to Contribute
Teamwork

4. Case method Student centered approach – discussion oriented
What would you do?
Why would you do it?
When would you do it?
How would you do it?
Role of professor and other students is to cross examine presenters

5. Case Discussion Read the case Conduct Research
Take notes
SWOT Analysis
Make recommendations
Conduct Research
The better you are at research the easier the analysis goes
Prepare PowerPoint and presentation
Example PowerPoint Wendys.ppt
Get ready for Cross-Examination
Peers
Everyone should read all the cases!
Instructor

6. Some question you should be able to answer
What are the firm most important external opportunities and threats?
Strengths ands weakness?
How would you describe their financial condition?
What are the existing strategies and objectives?
Who are the competitors and what are their strategies?
What objectives and strategies do you recommend?
Explain your reasoning
How does this differ from what they are doing?
How do implement the recommendations?
What problems do you foresee in implementation?
How will you evaluate progress towards your recommendations?

7. Steps in Preparing Oral Case study See page 361-365
Identify Mission, Vision, Objectives, Strategies
Develop New Vision and Mission
Most are poor
Identify internal strengths and weaknesses
IFE
Financial ratios
Product Positioning
Org Chart
Identify external opportunities and threats
Industry trends
CPM
EFE
Analyze
SWOT Matrix
SPACE
BCG
IE matrix
Grand Strategy Matrix
Matrix Analysis Summary
Give advantage and disadvantages of alternative strategies
QSPM
Recommend
Long range objectives and Strategies to achieve them
Show cost
Specify how strategies are to be implemented and what results to expect
EPS/EBIT
Projected financials & new ratios
Timetable or agenda for actions
Recommend specific annual objectives (goal) and polices
Recommend procedures for evaluation
Balanced scorecard
Be Original – Take chances
Remember business rewards risk taking
Be ready for Cross-examination

8. Making the presentation
Organize with PowerPoints and graphics
Give overview
Inform the audience if it is a team presentation
Who does what
Control your voice
Manage Body language
Do not read your notes or the power points-be fluid
Use lots of visuals
Be enthusiastic!
Answer questions at the end

9. Case study Scenario
You are a team of consultants presenting a Strategic plan to the board of directors of the company min. (you will be timed) !
You need to convince that board that you know what you are doing
Whatever you recommend should be the preferred course of action for the company in question for the next 3 years
Expect tough questions…be ready with answers
Don’t propose something that has already been tried unless you know that it was a implementation problem and not a strategic choice issue
Don’t BS.. you will get exposed

10. Tips for success Content tips Process tips Template In Blackboard
Process tips
Divide the work
Cover all bases
Attempt to uncover flaws in your analysis
Template
In Blackboard

11. Research Tips Business Insights: Essentials Business source Complete
Your best resources are the UMFK Digital Databases
Business Insights: Essentials
Business source Complete
Newspapers (proquest)
Value Line research center
Wall Street Journal
Academic Search Premier
Census gateway
Econlite
Fed in print
Other resources
Investor relations web site for the company associated with the case study
Bad resources
Web searches
Friends and colleagues
Tonyg.umfk.maine.edu

12. Case Presentation Analysis
Company: Date:
Presenting Team Members:
Place comments after each rating.
Ratings (circle the appropriate numbers).
CONTENT
Poor
Below
Average
Above
Superior
1. Mission and Vision Statement 1 2 3 4 5
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
DELIVERY
1. Organization of presentation
2. Professionalism of presentation
3. Use of visuals and color
4. Communication skills of team
5. Use of time (50 min presentation)
6. Handling of questions (up to 10 minutes)
OVERALL EVALUATION:

13. Peer Review for Case studies
In rating yourself and your team members, use a one- to five-point scale, where 5 = superior, 4 = above average, 3 = average, 2 = below average, and 1 = really weak. Add the scores to obtain a total score for yourself and the other group members. Put any comments you like on the bottom of this page.. If you receive a poor rating on this evaluation, your final case average will be lowered one letter grade. A superior rating may add points to the final case average.
Put your name and your team members’ names in the spaces provided, one name at the top of each column.
Names:
Ratings:
On time for all group meetings:
Helped keep the group cohesive:
Number of useful ideas contributed:
Quantity of work done:
Quality of work done: +
Add Total Scores Here: