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Guide to Individual Case Preparation Case Notes Template

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Guide to Individual Case Preparation
Case Notes Template

The following outline and question areas are intended as a guide to your thinking for case preparation. Some question areas, as noted, are required for each case, while others are relevant only for selected cases, depending on the content and focus of the case. You may use this template to guide your preparation of your individual notes on assigned cases. If your notes are handwritten, rather than typed, they must be submitted as photocopies as evidence you have prepared your notes before class.

I. Current Situation
A. Current Performance (required)
How has the organization performed in recent years in terms of return on investment, market share, and profitability? (This section must be based on and present evidence of your conduct of appropriate numerical analyses of the firm’s market and financial performance i.e. ratio analyses and/or change (and percentage change) over time in key market and financial measures over time.) Your task is to conduct analyses and discover possible problems facing the company, not to just present data. What are the organization’s current mission, objectives, strategies and policies?

B. Corporate Governance Who are the Board of Directors and what is their level of involvement in strategic management?

C. Top Management
What person or group constitutes top management?
Have they established a systematic approach to strategic management?
Are strategic decisions made ethically in a socially responsible manner?
Is top management sufficiently skilled to cope with likely future challenges?

II. External Environment
A. General Environment (required)
What general environmental forces are currently affecting both the organization and the industries in which it competes?
Which of these forces present future threats or opportunities?
Are these forces…...

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