case study analysis
mazzen19
CaseStudyAnalysisTemplatePt21.docx
Case Study Analysis Template
Case Analysis Information
Situation: Scan the first sections and the last sections of the case before completing the section below.
Step 1: Questions (First Pass)
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Problems Who or what is the subject of the problem.
What is the problem?
What is the significance of the problem to the protagonist?
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Decisions What are the decision options?
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Evaluation Who or what is being evaluated?
Who is responsible for the evaluation?
What are the possible criteria? |
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Step 2: Formulate Criteria
Formulate a criteria list based on the protagonist actions reported in the case.
Reminder: you must formulate the criteria or the reasons why actions were taken by the protagonist.
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Problem Criteria List
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Decision Criteria List |
Evaluation Criteria List |
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Step 2a: Scan
Scan relevant content again within making note of sections that could possibly support your reasons on the criteria list and that may answers your questions from the reading of the first and last sections.
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Step 3: Hypothesis (Initial)
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Step 4: Proof and Action
EVIDENCES TO SUPPORT YOUR HYPOTHESIS
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Section Name |
Factual Context |
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Step 5: Formulate your conclusion from the evidence collected that supports your hypothesis
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Basic Information
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Company Name: |
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Historic Information |
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Identify the mission and goals. |
Corporate-level strategy - (CLS) |
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List their competitors. |
Corporate-level strategy - (CLS) |
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What is their product and/or service? |
Business-level strategy - (BLS) |
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What is there competitive advantage? |
Functional-level strategy - (FLS) |
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What component of the business model is the case addressing? (Pricing, Product/Service Differentiation, and/or Cost Structure) |
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SWOT Analysis
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Threats
1. 2. 3. 4.
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1. 2. 3. 4. 5. |
1. 2. 3. 4. 5.
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Opportunities 1. 2. 3. 4. 5. |
Notes: Levels are: CLS= Corporate level strategy, BLS = Business level strategy and FLS = Functional level strategy
Notes: Levels are: CLS= Corporate level strategy, BLS = Business level strategy and FLS = Functional level strategy
Strengths & Weaknesses
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STRENGTHS S1. Many product lines? S2. Broad market coverage? S3. Manufacturing competence? S4. USP's (unique selling points)? S5. Appropriate resources, assets, people? S6. Brand name reputation? S7. Good financial management? S8. Marketing - reach, distribution, awareness? S9. Cost of differentiation advantage? S10. Location and geographical? S11. Ability to manage strategic change? S12. R&D skills and leadership? S13. Appropriate processes, systems, & IT, S14. Appropriate communications and HR? S15. Appropriate organizational structure? S16. Appropriate management style? S17. Well-developed corporate strategy? S18. New-venture management expertise? |
WEAKNESSES
W1. Obsolete, narrow product lines? W2. Rising manufacturing costs? W3. Decline in R&D innovations? W4. Poor marketing plan? W5. Loss of corporate control? W6. Bad portfolio management? W7. Loss of brand name capital? W8. Poor financial management? W9. Poor material management systems? W10. Loss of customer good will? W11. Infighting among divisions? W12. Low morale, commitment, leadership? W13. Inappropriate organizational structure? W14. Inappropriate control systems etc? W15. Management cover, succession? W16. Inadequate HR? W17. Inadequate IT? W18. Loss of corporate direction? |
Opportunities & Threats
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OPPORTUNITIES
O1. Market developments? O2. Competitors' vulnerabilities? O3. Industry or lifestyle trends? O4. Technology development and innovation? O5. Global influences? O6. Expand into new markets? O7. Niche target markets? O8. New geographical, exports & import,? O9. New USP's (unique selling points)? O10. Expand into foreign markets? O11. Business and product development? O12. Quality information and research? O13. Partnerships, agencies, distribution? O14. Volumes, production, economies? O15. Diversify into new businesses? O16. Widen product range? |
THREATS
T1. Political effects? T2. Legislative effects? T3. Environmental effects? T4. IT developments? T5. Change in consumer taste? T6. Rise of new or substitute products? T7. Downturn in economy? T8. Changes in demographic factors? T9. New forms of industry competition? T10. Increase foreign competition? T11. Insurmountable weaknesses? T12. Loss of key staff? T13. Increases in domestic competition? T14. Economy - home, abroad? T15. Seasonality, weather effects? T16. Rising labor costs? |
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Profit Ratios |
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2nd Year |
3rd Year |
4th Year |
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Return on invested capital (ROIC) |
Net Profit Invested Capital |
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Return on Assets (ROA) |
Net Profit Total Assets |
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Return on Equity (ROE) |
Net Profit Stockholder’s Equity |
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Liquidity Ratios |
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Current Ratios |
Current assets Current liabilities |
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