ON CASE ANALYSIS Professor John Haywood-Farmer prepared this note solely to provide material for class discussion. The author does not intend to provide legal, tax, accounting or other professional advice. Such advice should be obtained from a qualified professional. Ivey Management Services prohibits any form of reproduction, storage or transmittal without its written permission. This material is not covered under authorization from canopy or any reproduction rights organization. To order copies or request permission to reproduce materials, contact Ivey Publishing, Ivey Management Services, c/o Richard Ivey School of Business, The University of Western Ontario, London, Ontario, Canada, N6A 3K7; phone (519) 661-3208; fax (519) 661-3882; e-mail cases@ivey.uwo.ca. Copyright © 1979, Ivey Management Services Version: (A) 2000-11-08 Throughout your studies in Business Administration substantial emphasis will be placed on case analysis and discussion. A case may be used as a direct teaching vehicle taking the place of lectures, as the basis for written reports (see the Note on Report Writing), or as the basis for tutorial discussion. Cases bring real problems and issues into the classroom for training in decision making. Cases are widely (sometimes exclusively) used in business, law and medicine. The disciplines known collectively as “business administration” seek to identify the diverse internal and external elements of organizations and to explore their inter-relationships. The relevant factors are often uncontrollable, non-quantifiable or ill-defined. Case studies simulate or describe situations to allow students of management to practise some of the skills required of managers. This note describes case study and presents a rational approach to analysis, diagnosis and action to solve problems. Each of the somewhat arbitrary divisions of business education — marketing, organizational behavior, personnel, accounting, finance, production and operations, management science, policy, etc. will require mastery of these processes. Each subject area, each case, indeed each student, will require a somewhat different approach but the points made in this note are generally applicable. 5 For use only in the course Summer 2017 Introduction to Marketing - at Saint Mary's University taught by Heidi Weigand from May 08, 2017 to June 30, 2017. Use outside these parameters is a copyright violation. û Page 2 9A81L002 1,2 A business case is a record of a business issue actually faced by a management decision-maker, along with the surrounding facts, prejudices and opinions upon which the decision must be made. Although most cases serve as vehicles to teach decision-making skills, others also serve to describe situations, to report research results or to drill in the use of conceptual schemes. Cases are usually written from the point of view of the decision-maker involved and usually present at least one problem. A case serves as a catalyst to speed the process of learning by experience. You, as a case analyst, will take the position of the decision-maker involved, analyse the situation presented, and answer the question, “what would you do if you were in this situation.” WHAT IS CASE STUDY? 1,2 The case method refers to the use of cases as educational vehicles to give students an opportunity to put themselves in the decision maker’s or problem solver’s shoes. Through repeated personal analysis, discussion with others, definition of problem, identification of alternatives, statement of objectives and decision criteria, choice of action and plan for implementation, the student gains an opportunity to develop analytical and planning skills in a laboratory setting.