04 Jan Case Study Analysis Template

Goals

· Establish key factors in support of a persuasive argument related to the case

· Create a logical connection between facts and recommendations

· Justify connections with evidence from the case

Elements

As you are writing your analysis, remember to address it to the principal decision maker in the case, not to your course Instructor. In your analysis, include the following headings (in bold). By carefully addressing each of these elements, you will create a well-structured and comprehensive case study analysis that showcases your critical thinking, problem-solving skills, and ability to provide evidence-based recommendations for real-world business challenges.

· Background of the Problem: In this section, provide a comprehensive overview of the problem presented in the case study. It should include relevant background information about the company and key players/stakeholders, historical context, and an analysis of the factors that led to the issue at hand. By thoroughly understanding the problem’s background, you will be able to lay the foundation for your subsequent analysis and recommendations.

· Key Factors Supporting Recommendations: In this part of the case study analysis, identify and elaborate on the crucial factors that support your proposed recommendations. These factors can be internal or external to the organization in the case study. You should provide evidence and sound reasoning to justify each of these key factors. The aim is to demonstrate a deep understanding of the case and the implications of your proposed solutions.

· Recommendations: This section outlines the specific solutions or strategies that you have suggested to address the problem identified in the case study. Each recommendation should be well defined, actionable, and directly linked to the key factors presented earlier. You should consider various stakeholders, potential challenges, and the feasibility of implementing their recommendations in a real-world setting.

· Goal(s): Here, you will articulate the desired outcomes or objectives that your recommendations aim to achieve. Goals should be clear, measurable, and aligned with the overall purpose of the case study analysis. By setting specific goals, you can track the effectiveness of your proposed solutions and measure the success of the implemented strategies.

· Action Items: In this part of the analysis, you will break down their recommendations into specific tasks or action items. Each action item should be accompanied by a clear explanation of what needs to be done, who is responsible for its execution, and a realistic timeline. This level of detail allows for a systematic and organized approach to implementing the proposed solutions.

· Action Plans: The action plans section outlines the step-by-step process for how the recommended action items will be executed. It involves outlining the strategies, methodologies, and resources needed for successful implementation. You should consider potential challenges and mitigation plans to ensure smooth execution of your proposed solutions.

· Metrics to Support Learning so That Continuous Improvement Is Possible: This section focuses on identifying the relevant metrics and key performance indicators (KPIs) that will be used to assess the success of the recommendations and monitor progress over time. You should select measurable metrics that align with the established goals. The inclusion of metrics enables continuous improvement and allows for data-driven decision making throughout the implementation process.

Case Analysis Template

DATE:

TO: [Principal Decision Maker in the Case]

FROM: [Student’s Name]

RE: [Name of Case Study]

Background of the Problem:

Key Factors Supporting Recommendations:

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Recommendations:

Goal(s):

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Action Items:

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Action Plans:

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Metrics to Support Learning so That Continuous Improvement Is Possible: