There are a few different ways to prepare for a case study and we recommend that you always check your assignment description for the specific requirements. In general, you will follow the following steps:
Understand the task
Read the assignment instructions closely as well as any discussions prompts to get a clear understanding of what is required for the assignment.
Understand the case
Read the case thoroughly and critically to identify the key facts of the case and what kind of case you are reading. Is the case asking you to identify a problem, assess a decision, or evaluate an outcome?
Ask yourself:
- Who is involved? Who are the stakeholders?
- What is the internal environment of the company/organization?
- Who makes decisions?
- What are the risks, significance, or implications of these decisions?
- Are there conflicts, issues, financial constraints to be aware of?
- What is the timeline of events?
- What strategies were implemented (if any) and what were the outcomes?
Identify the main problems
The main problem might not be immediately obvious. There may be other underlying issues, but the goal is to understand the central problem that is causing all other issues, conflicts, or problems to occur.
Consider why an event or issue occurred, why something went wrong, and why it is significant. These will help to identify the main problem.
Analyze the problems
After you identify the problems, your task is to analyze them to determine their causes, or why they might be happening. Techniques like a SWOT analysis can help here.
Building on your understanding of the case, ask yourself:
- Are there any major or minor problems with the internal culture, structure, or environment of the company/organization? How did they impact the outcome?
- Is the main decision maker an appropriate person/group to be making the decision? What authority and expertise do they have?
- Is the company facing any internal or external conflict, issue, or financial constraint? If so, are these contributing to the problem?
- Were the strategies used in the case based on any particular theory, concept, or business principle? Were they applied correctly?
- What kind of management or leadership style was used? What was the outcome?
Develop and evaluate solutions
After critically analyzing the problems, you can now come up with some solutions. Identify a few potential solutions to the problems and consider the advantages and disadvantages of each.
Consider:
- is the solution feasible given what you know about the company/organization? Does anything need to change to make the solution possible?
- how might specific theories, concepts, or business principles either positively or negatively influence the identified solutions.
- are there bigger social, economic, political, and cultural factors that might prevent or impact the identified solution in some way?
Make recommendations for action
The final step of a case study analysis is to select the solution which will have the best possible outcome, and provide ample justification for your decision.
Use your understanding, insights, and analysis of the case, as well as any other research you have done to back up your recommendation.
This analysis outline is informed by the Six steps to approaching a case study, from Monash University.