Case Study Analysis

Case Study Analysis Template

Use this template below to help you analyze the business cases assigned. It is important to remember that no one knows what the right answer. You must be able to defend you answers with what you understand from the case.

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)

ProblemsWho or what is the subject of the problem.What is the problem?What is the significance of the problem to the protagonist? are the decision options?Do any of the options seem weak or strong?1.2.34EvaluationWho or what is being evaluated?Who is responsible for the evaluation?What are the possible criteria?

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.

Problem Criteria ListDecision Criteria ListEvaluation Criteria List1.

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.

Step 3: Hypothesis (Initial)

Step 4: Proof and Action


Section NameFactual Context

Step 5: Formulate your conclusion from the evidence collected that supports your hypothesis

Basic Information

Company Name:Historic InformationIdentify the mission and goals.Corporate-level strategy – (CLS)List their competitors.Corporate-level strategy – (CLS)What is their product and/or service?Business-level strategy – (BLS)What is there competitive advantage?Functional-level strategy – (FLS)What component of the business model is the case addressing? (Pricing, Product/Service Differentiation, and/or Cost Structure)

SWOT Analysis

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

STRENGTHSS1. 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?WEAKNESSESW1. 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

OPPORTUNITIESO1. 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?THREATST1. 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?

Profit Ratios1st Year2nd Year3rd Year4th YearReturn on invested capital (ROIC)Net ProfitInvested CapitalReturn on Assets (ROA)Net ProfitTotal AssetsReturn on Equity (ROE)Net ProfitStockholder’s EquityLiquidity RatiosCurrent RatiosCurrent assetsCurrent liabilities