Preparation of Cases

Dr. Carol Saunders
Fall 2000

In case preparation there is no best way. But to help you get started, it my be useful to suggest the following approach. You can take it from there and develop your methods.

Learning results from rigorous exchange if perceptions, ideas, experience and proposals. Each member of the class - and the instructor - must assume a responsibility for preparing the case and for contributing ideas to the case discussion.

Prepare each case using the format described below. Your analysis should be typed (word-processed), double-spaced, and not exceed five pages in length. You may use appendices and tables in addition to the five pages.



Recommended Format

I. Problem Statement

The problem should be stated briefly and, if necessary, broken into its important components, such as long - and short-term problems. The problem statement might be preceded by a short statement that justifies or motivates the problem statement, i.e., a statement to convince the listener or reader why this is the problem.

Most problems can be divided into sub-problems that I shall call issues. Issues are important, two-or-more-sided questions that require attention and support the main or central problem statement. These should be developed in terms of the background required to lead to a definition of one or more reasonable alternatives to the problem. There is no fixed number of issues that require development, but the issues should be sufficient to provide a background and motivation for the proposed solution of the problem.  You should not have so many issues that you are unable to adequately describe them.

Do not merely recount facts and history about the case in your statement of the problem!

II. Alternatives

Alternatives should be reasonable and limited in number. They should relate to the issues and problem statement. The basic features of their evaluation will already have been developed under the statement and expansion of the issues. Clearly, the major pros and cons should be developed for each alternative.

III. Recommendation

The recommendations should be a short statement of the solution offered for the problem(s) identified in the problem statement. A specific plan of action should be included. The plan of action usually consists of the steps to be taken, time schedule, and necessary control systems that indicate how the organization will know the problem is solved and will help keep the problem solved. The recommendations should be workable and affordable.

Evaluation

You will be evaluated on the thoroughness and insight of your analysis, the quality and creativity of your alternatives, the quality of the rationale supporting your recommendations, the quality of your implementation, and the professionalism of your presentation. Your score will be calculated using a Case Analysis Evaluation Sheet.