Case Write-up Format

Do not summarize the case as part of your written paper, but give a brief case overview at the beginning of your video presentation.

Use a title page and a works cited page.

The body of the case write-up and presentation should contain the following steps.  (Notice you will be submitting a section of each case each week from the list below.. See syllabus due dates!)

Case Write-up:  USE THESE HEADINGS!!!

                 I. STATEMENT OF MAJOR PROBLEM. (Explain what you think the problem is and why You think it is the problem.  The Problem is NEVER FINANCIAL, financial problems are symptoms of the real problem!!)  You must state the problem in terms of how the company’s current strategy has or will cause problems for the company in terms of the elements of the external environmental factors and the company’s structure/internal environment.

CRITICAL SUB‑PROBLEMS (Identify and give a plan to solve them here.  Usually financial, or maybe structural, cultural or environmental, but remember that financial problems are usually symptoms of the major problem.) 


                (Section I counts 25 points)

II. ALTERNATIVE STRATEGIES. (At least 3.  Relate only to the major problem.  List and briefly explain at least three advantages and three disadvantages of this alternative.  Give a brief statement of implementation for each alternative which tells what functional areas will be involved first in the implementation process of this strategy, and how.)

                (Section II counts 25 points)

III. SOLUTION.  (Give reasons for choosing this particular strategy as the solution.  Your logic should be written in the alternatives.  Choose the ONE you think is best.)  Must be a solution to the major problem you stated above and must contain one of the alternative strategies that you previously discussed to repair it.  Status quo may be an alternative strategy, but it is probably NOT the solution.

                (Section  III  counts 25 points)

             IV. STRATEGY IMPLEMENTATION. (How are you going to do what you want to do?  Where will the company obtain the $$, the resources, the people, etc.  This should be the major section of your paper.  This should be logical, practical, and sound.  Remember, some ideas may sound good, but if the company can’t implement them, they are worthless.  Critical thinking is definitely required here!!  Discuss each major department’s specific duties in implementation of this strategy (management, marketing, R&D/engineering, accounting, HRM, production, MIS, finance, legal).

                (Section IV counts 50 points.)

V.  CONTROL SYSTEM/FEEDBACK/BACKUP SOLUTION.  (How are you going to monitor the strategy implementation?  How will you know if it is working?  What will you do if it does not work?)  You should follow each step in the implementation process for each functional area and determine how each step will be controlled with SMART goals (Specific, Measurable, Attainable, Relevant to the chosen strategy, and Time based).  If you have sold part of the company, it is impossible to go back to the status quo as a backup solution! 

(Section V counts 50 points.)


                Find out what the company actually did. (Go to the company’s Corporate Annual Report to determine what was done.)

Use proper references!

                (Sections VI counts 25 points.)

VII.  Ratio Analysis. 

                Submit the finished ratio analysis.  (Discussed on the next page)

                (Section VII counts 100 points.)

Case Grading Information

Your cases will be graded on several major factors:


Process – How well you followed the case format and the logical flow of your answer (… critical thinking…. i.e: did you find the major problem, and if you did, did you select sound alternatives that lead to a logical solution?) 

            Content – what is contained within your logic…the ‘how the process was carried out’ (i.e.: did you

             correctly utilize all functional areas of the company that would possibly have a part in bringing the

             strategy into place during the implementation process?)

            Grammar, punctuation, spelling and overall appearance of your document.

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