assignment 3

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MGMT6066-Case2WorksheetTemplate.xlsx

Instructions

Student id:
Last Name:
First Name:
Case # 3
If you we in the position of Bob Cumming, CEO of Industrial Equipment Inc., what is your analysis of the situation described, what action would you take and why?
Never alter the template! It is read by an automated consolidation program and any changes will effect the marking and potentially impact your grade!
Enter data in the blank fields (green highlight). You may use multiple lines by using alt-enter to move to the next line. You may also copy and past from a MS Word document.
Please save the document with the following Naming Standard
Filename: Case#-LastName-FirstName-StudentId
If your name was Brian Keech with student id 123456 and this was case #1 filename would be:
Case1-Keech-Brian-123456
Please use the first and last name that is used in FOL.

Short Cycle

All information in this overview is taken from the following reference: Erskine, A, Leenders, M., & Mauffette-Leenders, L., (2014) Teaching with Cases, Fourth Edition, Senton Printing, London
Case Preparation Worksheet:
Short Cycle Process:
Step 1: Read opening and ending paragraphs
Step 2: Identify who? What? Why? When? How? Related to the issue or challenge at hand
Step 3: Take a quick look at the case exhibits
Step 4: Take a quick look at all the subtitles in the case
Step 5: Skim the body of the case (read first and last sentence of each paragraph)
Step 6: Read the assignment questions and take some time to reflect
Name Position Comment

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Step 1

Long Cycle Process:
Part 1: Read the case fully
Part 2: Analyze the case
Step 1: Define the issue at hand
Step 2: Analyze the case data
Step 3: Generate alternatives
Step 4: Select your decision criteria
Step 5: Assess the alternatives you have chosen based on your decision criteria
Step 6: Select your preferred alternative
Step 7: Develop an action and implementation plan
Step 1: Define the issue at hand
Issues Immediate/ Tactical Strategic Urgent/ Important (Quadrant from below)
Issue Analysis (put relevant # in chart above)
Importance LOW HIGH
Urgency
LOW I II
HIGH III IV

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Step 1 PS

Step 1-PS: Problem Statement
Problem Statement

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Step 2

Step 2: Analyze the case data
Cause & effect
Related CRM theory
SWOT Strengths
Weaknesses
Opportunities
Threats
Constraints
Conclusions

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Step 3

Step 3: Select your Decision Criteria
Id. Decision Criteria (Brief Desc.) What is your criteria? (The alternative that I choose here must……) (The alternative that I choose here should…..) Quantitative criteria? (Yes/No) Qualitative criteria? (Yes/No)
1
2
3
4
5
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7
8

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Step 4

Step 4: Generate Alternatives
Id. Alternative (Brief Desc.) Type Alternative Description Pros Cons
1
2
3
4
5
6
7
8
Quantitative (Quan) Can be measured
Qualitative (Qual) Is subjective

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Step 5

Step 5: Assess the alternatives you have chosen based on your decision criteria
Automatically loaded from your list of Alternatives
Alternative analysis matrix Alternative Brief Description Discussion of Alternative analysis matrix
Alt # 1 2 3 4 5 6 7 8
1
2
3
4
5
6
7
8
(Go/No Go?)
Decision Matrix
Quantitative + N -
Qualitative + N - + N - + N -
Decision Go Go ? ? No No ? No No

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Step 6

Step 6: Select your preferred alternative
Which alternative do you choose?
Why? (how does this best meet your decision criteria)
How will this best solve the challenge posed above in Issues section?

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Step 7

Step 7: Develop an action and implementation plan
-          Who? What? When? Where? How?
-          Timeline for all actions to be taken
-          Every implementation plan should have at least 1 strategic overall direction and 3 related tactics which are actionable within the next 2-6 months
Id. Alternative # Issue # Action Description Accountable/Responsible Measurement Timeframe
1
2
3
4
5
6
7
8
9
10
11
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15
Instructions:
Alternative Enter the number of the alternative that is/are being addressed. This could be 1 or many. i.e. 1,4,7
Issue Which issues does this address? (Sames as above)
Measurement How will you measure that this has been completed and if it has delivered desired results
Timeframe When will this get done or how long will it take and when.

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Extra Info.

Missing Information
Assumptions

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Add Anything here

This sheet can be used to paste diagrams or any other free form information.

Configuration

Configuration
Case Descriptions
Case 1
Case 2
Case 3 If you we in the position of Bob Cumming, CEO of Industrial Equipment Inc., what is your analysis of the situation described, what action would you take and why?
Case 4