1.1
What business is the organization in? (Be specific avoid being vague.)
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1.2
List each of the Competitors discussed in the case? (Most cases will have at
least one competitor and may have many more. Students should attempt to
capture up to 4 main competitors if they are provided.)
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Who are the customers of this one central company? (There are usually a
range of customers; students should be able to capture details about market
share, growth rate / potential, demographic issues etc. Being specific is much
better than being vague.)
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The SWOT section. (The facts students will require for the SWOT are usually
given in the case, although the case my not expressly tell you they are a
Strength, Weakness, Opportunity or Threat. Students may have to come to
their own conclusion based on the information provided. In some situations,
you may not know if it’s a S W O or T, however if you carefully read about
what the competitors do and do not have then you can decide. See
QuickMBA.com for SWOT details and or, go to businessballs.com and search
for SWOT Template for the one pager provided in your notes or just search
SWOT for a series of explanations.)
What are its Strengths?
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What are its Weaknesses?
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What are its Opportunities?
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What are its Threats?
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As a result of completing the SWOT what would you summarize as the
central company’s unique competitive advantages? (The details to be used in
this answer may be explicitly stated in the case, or it may be a conclusion
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1.3
1.4
1.5
1.6
1.7
1.8
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1.9
1.10
1.11
which students will have to describe in your own words. - Organizations
frequently build their Product Position or Market Position around their unique
competitive advantages. See QuickMBA.com for details on Product Position.)
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What are each competitors, Product Position / Market Position? (Using
details provided in the case, if available, please describe at least the top 4
competitors Market Position – once again this typically relates to the unique
competitive advantages and how companies have tried to organize their
business around these advantages and defend them versus their competitors.)
1234Who are the key stakeholders? (List the top 5)
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What does each Stakeholder want? (List what the top 5 want. Be careful, if
you are too brief the reader may not understand you.)
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Sec Internal and External Analysis of the Situation
2.0 In this section you are examining a series of factors from an; “Internal Analysis
2.1
2.2
and External Analysis perspective. You are pursuing a detailed investigation of
facts, provided in the case, and pertinent information from the outside world
and or competitors, which will lead to alternatives and an ultimate solution.
What are the competitive threats? (The case will usually indicate most, but
perhaps not all, of the competitive threats. There are usually between 2 - 4
key competitive threats. Wherever possible assign the threat to a specific
company / organization which is challenging the key company in the case. )
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What are the Country Based Competitive Advantages & Disadvantages? (Be
as specific as possible in terms of the context of the company / case being
discussed. – Please use the PowerPoint’s from the class notes for some
additional guidelines.)
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2.3
2.4
2.5
2.6
Natural Resources Infrastructure Market & Customers Buyer & Supplier Industry Specific Cultural and Social What external Macro Environment factors impact this business? (Using the
SPITE Analysis, Be as specific as possible in terms of the context of the
company / case being discussed. – Please use the Week 2 PowerPoint’s for
some additional guidelines.)
Social & Demographic Political & Legal International Environment Technological Trends Economic Trends & Cycles What are the Companies Capabilities in the 4 Different Areas Below? (Based
on the details we discussed from the class notes)
Staffing & Leadership perspectiveInformation & Decision Processes Reward Systems Structure - Organizational Design Issues What does the financial analysis reveal? (This section will require students to
actually look at the financial information and in most cases, make a few
calculations based on the “5 Groups of Financial Models” we discussed in
discussed in class. When financial information is not specifically available
students should be able to speculate some written descriptions instead of
financial calculations.)
Profitability Liquidity Efficiency Stability Growth –
Does the organizational design support their strategy? (This answer will be a
conclusion based on your analysis of the information gathered about the
organization from the case. Please note, this information may or may NOT be
explicitly stated in the case. However, students need to come to a conclusion
and make a decision.)
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Sec Current Symptoms and Root Problems or Root Cause
3
Analysis
3.1
3.2
(This section is concerned with, what are the primary symptoms and issues
which need to be resolved based on the details in the case?)
What are some of the Symptoms of one or more Root Problems the main
company in this case is experiencing, which is limiting the companies, ability
to achieve success? (The root problems may or may NOT actually be stated in
the case. Please recall or class discussion about the true root cause of the
common cold when answer this question. )
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4.2
3
Students should be able to comment on how each of the 5 factors below,
which are typically directly or indirectly, an issue in the case are factors within
the context of the case and are effecting the performance of the company.
Time Budget Resources People Other Constraints -
Sec Access Alternatives
4
4.1
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What are the alternative courses of action available in this case? (Each case
unusually has 2 - 4 alternatives provided. Please be sure to capture each of the
alternatives for full marks. Please list each alternative in the space below. Try
to summarize a name for each, which can also be used in question 4.2 and 4.3
)
Alternative 1Alternative 2 Alternative 3 Alternative 4 What are the Pros and Cons for each alternative? (Please keep your
alternatives in the same order as above and use the summary name you came
up with in the previous question so your answers can be reviewed in order.
Students should be able to provide 2 detailed Pro’s and 2 detailed Con’s for
each Alternative.)
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Alternative 1
Pros Cons Alternative 2
Pro s Cons Alternative 3
Pro s Cons -
4.3
Alternative 4
Pro s Cons How does each of the alternatives address the problem? (Please keep the 4
Alternatives in the same order as the previous 2 questions and create a clear
statement indicating how each alternative is going to successfully respond to
the issues / root causes, within the case.)
Alternative 1Alternative 2 Alternative 3 Alternative 4 -
Sec Recommendations & Implementation
5
5.1
5.2
5.3
4
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Where does the business see itself in 3 – 5 years? (This is really a question
you answer when you finish the case. It’s a way of expressing your conclusion
about the decision you have made and helps the reader understand your
perspective on the solution(s) to the case.)
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Please indicate which alternative or combination of alternatives, you would
choose for this organization? (State which one(s) and then explain why you
believe the solution(s) you selected is the most likely to succeed!)
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Please create a SMART objective which might be used to advance the
alternative or combination of alternatives, you have recommended for the
organization. (The SMART Objective is typically one very concise sentence,
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5.4
5.5
5.6
5.7
which has elements of the 5 justification in it.) 2 Marks for the statement and
1 mark for each of the 5 justification points.
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Breakdown the SMART objective you created into the 5 subparts which are all
directly or indirectly in the statement you just provided above.
S (Specific) M (Measurable)A(Attainable) R (Relevant) T (Time) What is your plan of action? – based on the SMARK objective you created
above, briefly explain how each of the 5 elements contribute to the success of
your SMART goal.
Who WhenWhat Where WhyHow What will be done in the Short, Medium and Long Term? (The answer to
these 3 questions needs to be stated in terms of an accomplishment which will
be fulfilled.) Short 1 – 3 months, Medium 3 – 6 months, Long 1 – 2 year
ShortMediumLongWhat results do you expect by when? (Provide a fairly clear time frame, which
is going to be relevant based on the issues in the case and your
recommendations given in the questions above.)
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What type of contingency plan would you recommend if your primary plan is
not effective? (This is most often going to be one of the other alternatives in
the case which was less attractive, either because it admits a degree of defeat
for the owners / managers in the case or because it may be more costly or
require the owner to give up more equity in their business.)
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3
1
1
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6.1
6.2
6.3
Are the results from the recommendations meeting expectations? (In a real
life situation you would “most likely” have a project plan which you would be
monitoring the progress of. In this “academic version” of the case you need to
provide an example of a couple of key activities / actions which would be
important to make progress on and thus you would be monitoring / measuring
as if you were responsible for the success of the organization.)
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What further analysis or changes are necessary? (As a manager there is
usually going to be something else you would like to know and or something
you would like to change but you will be constrained by resources; People,
Time, Capital, Equipment, Inputs etc. )
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What information is NOT available in the case which you would like to have?
(Every manager would like more information, please list what it is you would
like to know, and the advantage(s) knowing this would do for you / provide.)
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1
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1
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