Case Analysis Guide and Format

Purpose:
A case analysis requires you to investigate a problem, examine the alternative solutions,
and propose the most effective solution using supporting evidence.
Preparing the Case
Before you begin writing, follow these guidelines to help you prepare and understand
the case study:
• Read and examine the case thoroughly
o Take notes, highlight relevant facts, and underline key problems.
• Focus your analysis
o Identify the problem/s
o Why do they exist?
o How do they impact the organization?
o Who is responsible for them? •
• Uncover possible solutions
o Review course readings, discussions, outside research, your experience.
• Select the best solution
o Consider strong supporting evidence, pros, and cons: is this solution
realistic?
Case Analysis Format
Once you have gathered the necessary information, a draft of your analysis
should include the following sections:

I. Viewpoint
→ Any person who is a decision maker or who is capable of recommending
a solution as mentioned in the case.
→ President, Department Secretary, Local Government Unit, Barangay
II. Time Context
→ Immediately after last known date. (During the oral presentation, state
your reason why you chose such date). Generally, it delineates the take-
off point of the analysis. If a date is not stated in the case, write present
time.
III. Background of the Case
→ Set the scene: background information, relevant facts, and the most
important issues.
→ Demonstrate that you have researched the problems in this case study.
IV. Problem Statement
→ It could be a phrase or in a form of a question.
→ Must for you to list down all the possible problems you may encounter.
Choose one from your list thru a process of elimination
→ Identify which are the effects (symptoms) or causes
→ Go down to the root cause. The root cause should be the main problem
→ Do not state the problem as objective or your target to solve the problem,
e.g. "What strategy can be adapted in order to ....?"
V. Alternative Course of Action
→ Outline possible alternatives. ACA should be consistent to the stated
problem. ACAs should solve the problem.
→ Highlight the Pros and Cons of the ACA
→ Explain why alternatives were rejected
→ Constraints/reasons
→ Why are alternatives not possible at this time?
Format:
ACA 1: XXXXXX
Pros: CCCCCC
Cons: AAAAA
VI. Decision Matrix
→ Criteria to be used should relate to the problem. Example:
o If the problem focuses on finance:
o Profitability
o Cost savings/efficiency
o Explain why you chose such criteria.
→ Rate each criterion as good, better, best. Give weight to each rating and
explain why you give such weight.
→ Example:
Criteria/ACA ACA1 ACA2 ACA3
Effectiveness
Efficiency
Easy to
Implement
Total
VII. Proposed Solution
→ Select the best ACA based on your decision matrix
→ Explain why this solution was chosen
→ Support this solution with solid evidence
→ Concepts from class (text readings, discussions, lectures)
→ Outside research
→ Personal experience (anecdotes)
VIII. Recommendations
→ Determine and discuss specific strategies for accomplishing the proposed
solution.
→ If applicable, recommend further action to resolve some of the issues.
→ Prepare and action plan specifying;
o What should be done and who should do it?

Guidelines for Presentations

Presentations are brief discussions of a focused topic delivered to a group of listeners
in order to impart knowledge or to stimulate discussion about a certain topic.
General Instructions
Prepare and practice your presentation so that it is concise, clear, evidenced
and effectively delivered.
Preparation is the key to giving an effective presentation and to controlling
your nervousness. Know your topic well. Good preparation and the realization
that you are familiar and well prepared about your topic will boost your self-
confidence.
Your group presentation must be no more than 15 minutes, not to include
Q&A.
Adhere strictly to your time limit. Organize your main points and rate of
speech so that you speak for your allotted time.
Although you are not expected to memorize your presentation, you should be
familiar enough with the material to make frequent eye contact with your
audience.
Effective delivery includes good pace; appropriate volume; inviting posture,
smile and eye contact; straightforward organization; and effective use of
PowerPoint (beware of too many or too few PowerPoint slides!).
The selection of the group presenter will be done on a RANDOM basis. All
 groups are expected to be ready when selected. Failure to present will result
to a failing mark on this presentation.
Follow strictly the prescribed format.
Leader shall introduce the members of the group.
Present yourself well: dress professionally
If you wish to incorporate videos in your presentation, make sure you to
check that it works well beforehand (it is best to do this the day before
your presentation).
You are encourage to use visual aids (maps, photos, film clips, graphs,
diagrams, and charts) than can enhance a presentation.
Groups will be given the chance to evaluate the group presenter, with the
information that we should ensure objectivity in our evaluation. The ratio
will be 60% for the faculty and 40% for student groups.
Learn, Enjoy and Have Fun.

Evaluation
Your group will be evaluated based on the below grading scale;
Organization
4 points – Clear organization, reinforced by media. Stays focused
throughout.
3 points – Mostly organized, but loses focus once or twice.
2 points – Somewhat organized, but loses focus 3 or more times.
1 point – No clear organization to the presentation.
Content: currency & relevance
4 points – Incorporates relevant course concepts into presentation where
appropriate
3 points – Incorporates several course concepts into presentation, but does
not incorporate key concepts which are relevant to presentation.
2 points – Incorporates one or two course concepts into presentation. Some
course concepts discussed are not relevant to topic.
1 point – Course concepts are not integrated into presentation or are not
appropriately
Quality of slides/media
4 points – Slides/media support the presentation, are easy to read and
understand. Slides contain no spelling or grammatical errors.
3 points – 80% of the slides/media are easy to read and understand. Others
contain too much information or have illegible font. One or two spelling
grammatical errors are present.
2 points – 50% of the slides/media are easy to read and understand. Others
contain too much information or have illegible font. Three to five spelling or
grammatical errors are present
1 point – 80% of the slides/media are difficult to read and understand. More
than five spelling and grammar errors exist.
Delivery
4 points - Holds attention of entire audience with the use of direct eye contact,
seldom looking at notes
3 points - Consistent use of direct eye contact with audience, but still returns
to notes • Speaks with satisfactory variation of volume and inflection
2 points – Displays minimal eye contact with audience, while reading mostly
from the notes • Speaks in uneven volume with little or no inflection
1 point – Holds no eye contact with audience, as entire report is read from
notes • Speaks in low volume and/ or monotonous tone, which causes
audience to disengage.
Voice quality, pace
4 points – Voice is clear, easy to hear and understand. Speaker enunciates.
Pace is neither too fast nor too slow.
3 points – Problems exist with either expression or pace, but these problems
occur for less than 20% of the speech.
2 points - Problems exist with either expression or pace, but these problems
occur for more than 50% of the speech, but not more than 80% of the speech.
1 point – Voice is not clear, hard to hear and understand. Speaker mumbles.
Pace is either too fast or too slow.
Professionalism
4 points – Clothing is business-like, speaker is poised and well prepared. Lack
of distracting mannerisms by speaker during presentation. Audience is able
to focus entirely on information offered in presentation without distraction by
the speakers
3 points – Clothing is business-like or neat. Speaker lacks some confidence
and/or relies on note cards less than 20% of the time. A minimal number of
distracting mannerisms during presentation. Focus by audience is interrupted
by speaker’s mannerisms less than 20% of the time.
2 points – Clothing is business-like or neat in appearance. Speaker lacks
confidence and/or relies on note cards more than 50% of the time but not more
than 80% of the time. A moderate number of distracting mannerisms during
presentation. Focus by audience is interrupted by speaker’s mannerisms more
than 50% of the time but not more than 80% of the time.
1 point – Clothing is not appropriate and/or appearance is messy. Speaker reads
entire presentation. Mannerisms are extremely distracting to the audience at
least 80% of the time of the presentation. Mannerisms are so distracting that
the audience finds it difficult to concentrate on presentation.
TOTAL
Scoring
0-9 Does not meet
expectations 9-14 Meets
expectations
15–18 Exceeds expectation
19-24 Significantly exceeds
expectations Sample Computation
Students 40% 21/24=87.5 or 88 88X.40= 35.2 or 35
Prof. 60% 21/24=87.5 or 88 88X.60= 52.8 or 53
Total 88%