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KPMG UC How to Analyze a Case

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KPMGUniversityConnection.com Critical read • Two-step approach: – First, scan through the case to understand the big picture – Second, read through the case slowly again • Gather information for your outline by highlighting, underlining and making margin notes. Create outline • Determine your role • Lay out the time line: – Including key deadlines, milestones, or time constraints • Identify key users/stakeholders • Create an organizational chart. Identify issues • Use the exhibit analysis to help – Exhibits provide content for issue coverage – And provide information from which to do numerical analysis Rank issues • What is important to the users? • Are there big dollar figures attached to some of them? • Were you specifically asked for anything? • Are any of the issues mission critical? Determine key issue/required task • If not specifically spelled out in the case, what was the #1 issue in your ranking? Quantitative analysis • Know what is necessary to support your “key issue/required task” and what is not necessary • Use this to support your analysis. Recommendation • Should be realistic, exceptional/creative, and must take into account cost considerations • You should also present alternatives and discuss the risks, but conclude on one • Present the stages to your recommendations: Immediate, three–five years, and long-term. Conclusion • Conclude with conviction but be prepared for questions/push-back. 1 2 3 4 5 6 7 8 Case analysis framework The overall goal of a case is to teach you to integrate concepts together and to apply your knowledge. Recognize the cause and effect of decisions made, see the inter-relation between people and issues, see the detail, but never lose sight of the big picture.Follow this basic approach to analyzing a case using 8 easy steps.
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  • KPMGUniversityConnection.com

    Critical read Two-step approach:

    First, scan through the case to understand the big picture

    Second, read through the case slowly again

    Gather information for your outline by highlighting, underlining and making margin notes.

    Create outline Determine your role Lay out the time line:

    Including key deadlines, milestones, or time constraints

    Identify key users/stakeholders Create an organizational chart.

    Identify issues Use the exhibit analysis to help

    Exhibits provide content for issue coverage And provide information from which to do

    numerical analysis

    Rank issues What is important to the users? Are there big dollar figures attached to some

    of them?

    Were you specifically asked for anything? Are any of the issues mission critical?

    Determine key issue/required task If not specifically spelled out in the case, what

    was the #1 issue in your ranking?

    Quantitative analysis Know what is necessary to support your

    key issue/required task and what is not necessary

    Use this to support your analysis.

    Recommendation Should be realistic, exceptional/creative, and

    must take into account cost considerations You should also present alternatives and

    discuss the risks, but conclude on one

    Present the stages to your recommendations: Immediate, threefive years, and long-term.

    Conclusion Conclude with conviction but be prepared for

    questions/push-back.

    1

    23

    4

    5

    6

    7

    8

    Case analysis framework

    The overall goal of a case is to teach you to integrate concepts together and to apply your knowledge. Recognize the cause and effect of decisions made, see the inter-relation between people and issues, see the detail, but never lose sight of the big picture.Follow this basic approach to analyzing a case using 8 easy steps.

  • A few keywords that describe a good presentation: Connecting You need to connect what you

    know about your topic Audience needs With the need for information

    of your audience

    Engage, clarify and inspire In ways that clarifies for them, engages and inspires them.

    Remember the three general means of persuasion:1. Logic Reasoning of argumentation and using

    facts and figures in your message2. Credibility The tone or style you use in

    sending your message; trustworthiness

    3. Emotion The impact you make while sending your message.

    Recall the message house: The foundation supports the three key

    arguments under the umbrella message

    Practice, practice, practice To overcome your fear of presenting

    Avoid the three things that ruin a presentation:1. An incomprehensible structure:

    The audience is not able to summarize the argument:

    There should be a clear goal or a call to action

    There is no answer to the question whats in it for me?

    Focus only on a few core messages and leave everything else out

    There is no story arc, but just a ton of facts: Should be a pattern in your story that is

    clear and easy to follow The S-curve: Intro/attention, problem/

    interest, solution/desire, and action.2. Sleep-inducing delivery:

    Presenters use tons of facts and figures but forget about the way they deliver the message

    Talk to the floor, not to the audience Tone of voice is very monotonous, or have a

    very soft voice so its hard to hear Lack of overall passion: Presenting with passion, using appropriate

    body language, while being exceptional and confident.

    3. Lousy slides Show too much information on one slide A slide deck with slides that all have a

    different look and feel Use pictures just for the sake of using them: The 10/20/30 rule 10 slides, 20 minutes,

    30-point font.

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    Presentation secrets

    KPMGUniversityConnection.com 2014 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in the U.S.A. The KPMG name, logo and cutting through complexity are registered trademarks or trademarks of KPMG International. NDPPS 291392

    Presentation skills will determine a winner when the content is equal. Presenting in an engaging way is key. From case competitions to proposal rounds to win new clients, outcomes often hinge on presentation skills.

    Getting your presentation right is paramount to your success. Great presentation skills will serve you well in your professional career, no matter what path you choose.


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