How to Approach a Case:A Step-by-Step Guide
Prof. Promila Agarwal
Page 1
Indian Institute of Management Ahmedabad
1. Read the Case Strategically
► - Skim first, then read deeply
► - Identify the protagonist and their dilemma
► - Focus on context, conflict, and exhibits
2. Define the Core Problem
► - Avoid confusing symptoms with root causes
► - Use '5 Whys' or Problem Tree for analysis
3. Identify Stakeholders
► - List key stakeholders and their interests
► - Analyze conflicts of interest and priorities
4. Analyze Using Models and Frameworks
► Try concepts if applicable
5. Explore Alternatives
► - List at least 2–3 viable options
► - Evaluate pros, cons, risks, and time horizon
6. Make a Clear Recommendation
► - Actionable, justified, and stakeholder-sensitive
► - Use the '3S Rule': Specific, Strategic, Sensible
7. Prepare for Pushback
► - Anticipate objections and prepare counterarguments
► - Have a Plan B ready
Case Memo Format
► - Issue Statement: Define the decision needed
► - Analysis: Causes, data, stakeholder views
► - Alternatives: Evaluate options
► - Recommendation: Chosen action and why
► - Implementation: Steps and timeline
► - Risks & Mitigation: What could go wrong
In-Class Discussion Tips
► Avoid hindsight bias
► - Don't jump to solutions—analyze deeply
► - Use role plays and whiteboards for engagement within groups.
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