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Figure 2.1 The Organization, the Levels of Its [2] Environment, and the Components of Those Levels
An Expanded Framework for Case Analysis [3] General Worksheet for Analyzing the Current Situation [4]
General Worksheet for Defining Problems and Their Core [5] Elements
General Worksheet for Evaluating Alternative Courses of [6-7] ActionCase Analysis [8]
An Outline for written Case [9]
An Operational Approach to Case Analysis [10-11]Pitfalls To Avoid In Case Analysis [12]
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GENERALENVIRONMENT
EconomicComponent
TechnologicalComponent
SocialComponent
PoliticalComponent
SupplierComponent
CompetitionComponent
InternationalComponent
LaborComponent
OPERATINGENVIRONMENT
LegalComponent
CustomerComponent
InternalEnvironment
Organizational Aspects Marketing AspectsFinancial AspectsPersonnel AspectsProduction Aspects
Figure 2.1 The Organization, the Levels of Its Environment, and the Components of Those Levels 2
An Expanded Framework for Case Analysis
Analyze and Record Problems and Their Core Elements
Analyze and Record Problems and Their Core Elements
Formulate, Evaluate, and Record Alternative Courses of Action
Formulate, Evaluate, and Record Alternative Courses of Action
Select, Justify, and Record the Chosen Course of Action and Implementation
Select, Justify, and Record the Chosen Course of Action and Implementation
Analyze and Record the Current SituationAnalyze and Record the Current Situation
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ENVIRONMENTRELEVANT ISSUES
(SPECIFIC TO CASE)
CASE IMPACT(FAVORABLE
UN FAVORABLE)
CASE IMPORTANCE(IMPORTANT/
UNIMPORTANT)
General EnvironmentSocial _______________________________ _________________ _________________
Economic _______________________________ _________________ _________________Political _______________________________ _________________ _________________
Legal _______________________________ _________________ _________________Technological _______________________________ _________________ _________________
Operating Environment
International _______________________________ _________________ _________________
Suppliers _______________________________ _________________ _________________
Competition _______________________________ _________________ _________________
Customers _______________________________ _________________ _________________Labor _______________________________ _________________ _________________
Internal Environment
Organizational aspects _______________________________ _________________ _________________
Marketing aspects _______________________________ _________________ _________________
Financial aspects _______________________________ _________________ _________________
Personal aspects _______________________________ _________________ _________________
Production aspects _______________________________ _________________ _________________
General Worksheet for Analyzing the Current Situation
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General Worksheet for Defining Problems and Their Core Elements
Elements
Major Problem or Issue
Description of problem or issue:
Evidence that this is a major problem or issue:
1. Facts ______________________________________________________________
2. Symptoms or other effects of the problem __________________________________
3. Opinions _____________________________________________________________
4. Assumptions ____________________________________________________________
(Repeat as necessary for cases involving several problems or issues.)5
General Worksheet for Evaluating Alternative Courses of Action
Alternative 1
Description of alternative: ___________________________________________________________________
Strengths of alternative: _____________________________________________________________________
Weaknesses of alternative:___________________________________________________________________
Overall evaluation of alternative: _____________________________________________________________
Continue
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Alternative 2
Description of alternative: ___________________________________________________________________
Strengths of alternative: _____________________________________________________________________
Weaknesses of alternative:___________________________________________________________________
Overall evaluation of alternative: _____________________________________________________________
(Repeat as necessary for each feasible alternative.
General Worksheet for Evaluating Alternative Courses of Action
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General EnvironmentEconomic Component
Social Component
Legal Component
Political Component
Technological Component
Operating Environment Customer Component
Competition Component
Supplier Component
Labor Component
International Component
Internal Environment Organizational Aspects
Marketing Aspects
Financial Aspects
HRM Aspects
Production Aspects
S.W.O.T Analysis
Internal Components
Strengths: Weaknesses:
External Environment
Opportunities : Threats:
Case Analysis
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1. Title page B. Description of alternative 22. Table of contents a. Strengths3. Introduction b. Weaknesses4. Environmental analysis C. Description of alternative 3 A. General environment a. Strengths B. Operating environment b. Weaknesses C. Internal environment 7. Chosen alternative and implementation D. Assumptions A. Justification for alternative chosen5. Problem definition B. Implementation specifics and justification A. Major problem 1 and evidence 8. Summary of analysis B. Major problem 2 (if applicable) and 9. References Evidence 10. Technical appendices C. Major problem 3 (if applicable) and A. Financial analysis Evidence B. Other technical information6. Alternative courses of action
A. Description of alternative 1
a. Strengths
b. Weaknesses
An Outline for written Case
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Read the case quickly to get an overview of the situation.Read the case again thoroughly, underlining/highlighting the relevant information.Re-read and study the case until it is well understood.Review the case and complete the general worksheet for analyzing
the current situation. For instance: Key Relevant Functional Activities in the Areas of Finance, Marketing, Human Resources, R&D, Production and Information
Review outside sources of information that are relevant and record important information.
List all potential problems on the General Worksheet for defining the problems and their Core Elements.Review this worksheet and list the major problems in order of
priority.
An Operational Approach to Case Analysis
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Complete the worksheet for defining problems and their Core Elements. Develop several feasible solutions for dealing with the major problems. Complete the General Worksheet for Evaluating Alternative Courses of
Action. Review this worksheet and ensure that all relevant strengths and
weaknesses have been considered. Decide which alternative solve the problems most effectively. Complete the General Worksheet for Implementing the Chosen
Alternative. Prepare a written [or] oral report based on the worksheets.
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Inadequately Defining the Problem
Searching for “The Answer”
Assuming the Case Away
Not Having Enough Information
Relying on Generalizations
Postulating a Different Situation
Focusing Too Narrowly
Abandoning Realism
Setting Up “Straw Man” Alternatives
Recommending Research or Consultants
Rehashing Case Material
Getting Discouraged [Key Note: Case Analysis is a Learnt Skill]
PITFALLS TO AVOID IN CASE ANALYSIS
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