Case Analysis Outline
Situation, problem, analysis, alternatives, recommendation, implementation
Word Budget
Tip: A planning convention, not a standard. If your instructor gives a template or page limit, follow that and use these shares only to balance the length.
| Section | Share |
|---|---|
| Situation and Key Facts | 10% |
| Problem Statement | 8% |
| Analysis | 30% |
| Alternatives | 22% |
| Recommendation | 15% |
| Implementation and Risks | 15% |
| Total | 100% |
Situation and Key Facts
Tip: About 10% of the analysis. Give only the facts the reader needs to follow your argument. Do not retell the whole case.
To write: Name the decision maker and organization, and state the decision to be made.
To write: List the five to ten facts from the case that matter most — with numbers where the case gives them.
Problem Statement
Tip: About 8% of the analysis. Separate the problem from its symptoms: falling sales may be a symptom, and the problem is why.
To write: What is the underlying problem? What are the symptoms, and what causes them?
Analysis
Tip: About 30% of the analysis. Use the frameworks to find causes, then tie every finding back to the problem. Analysis that does not change the decision does not belong.
SWOT
To write: Which strengths and weaknesses of the organization, and which outside opportunities and threats, bear on this decision? Rank them.
Financial analysis
To write: What do the case's figures show — growth, margins, cash, break-even? Show the calculation behind each number you use.
Alternatives
Tip: About 22% of the analysis. Offer at least two realistic options and judge them against the same criteria.
To write: List the realistic options the decision maker has, including doing nothing if it is a real option.
Recommendation
Tip: About 15% of the analysis. Choose one alternative, say why it beats the others, and say what you give up by choosing it.
To write: Which alternative do you recommend, and why does it beat the others on your criteria?
Implementation and Risks
Tip: About 15% of the analysis. A recommendation without a plan is a wish. Say who does what, by when, and how you will know it worked.
| Action | Who | When | How you will know it worked |
|---|---|---|---|
To write: List the first actions, who owns each, and when. Fill the table, then summarize it here.
To write: What could go wrong, how likely is it, and what is the fallback?
To write: What will you measure to know within a few months that the decision is working?
Before You Submit
- The problem is stated as a cause, not a symptom
- Every analysis point connects to the problem or the decision
- The alternatives are different from each other and judged on the same criteria
- The recommendation names one alternative and what it gives up
- Every figure from the case is quoted correctly and every outside source is cited