Case Study Instructions and Guidelines

Copyright © 2011 Harvard Business School Publishing This document is for use only with the Harvard Business Publishing ‘Case Analysis Coach’.

Case Analysis Worksheet

This form can be used to organize your thoughts about a case. As you perform your analysis remain open to the fact that your interpretation of the facts may change and therefore you should constantly revisit your answers. Define the Problem: Describe the type of case and what problem(s) or issue(s) should be the focus for your analysis.

List any outside concepts that can be applied: Write down any principles, frameworks or theories that can be applied to this case.

List relevant qualitative data: evidence related to or based on the quality or character of something.

List relevant quantitative data: evidence related to or based on the amount or number of something.

Describe the results of your analysis: What evidence have you accumulated that supports one interpretation over another.

Describe alternative actions: List and prioritize possible recommendations or actions that come out of your analysis.

Describe your preferred action plan: Write a clear statement of what you would recommend including short, medium and long-term steps to be carried out.