Case Study Template — Case Analysis Format

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CASE ANALYSIS

[Title of the case]

Subject: [e.g., Business Enterprise Simulation / Organization and Management]

Submitted by: [Names]

Grade and section: [ ]

Submitted to: [Name of the teacher]

Date: [ ]

I. Point of View

[Whose position you take in the analysis — the person who must decide: e.g., the owner, the manager, the school head.]

II. Time Context

[When the case happens and by when the decision must be made.]

III. Background of the Case

[The facts only, in your own words: the organization, the people, what happened. No opinions yet. One to three paragraphs.]

IV. Statement of the Problem

[The central problem as one question: “How can [who] [do what] [by when]?” Problems are causes, not symptoms.]

V. Objectives

[What a good solution must achieve — specific, measurable, attainable, realistic and time-bound.]

VI. Areas of Consideration (SWOT)

[Facts from the case that affect the decision.]

Strengths (internal) Weaknesses (internal)

[ ] [ ]

[ ] [ ]

Opportunities (external) Threats (external)

[ ] [ ]

[ ] [ ]

VII. Alternative Courses of Action

[At least three realistic options. For each: what it is, its advantages and its disadvantages.]

Alternative Advantages Disadvantages

ACA 1: [ ] [ ] [ ]

ACA 2: [ ] [ ] [ ]

ACA 3: [ ] [ ] [ ]

VIII. Recommendation

[The chosen alternative and why: how it meets the objectives better than the others. A scoring table helps — rate each alternative from 1 (low) to 5 (high) on each criterion.]

Criterion ACA 1 ACA 2 ACA 3

[Cost] [ ] [ ] [ ]

[Time to implement] [ ] [ ] [ ]

[Fits the objectives] [ ] [ ] [ ]

Total [ ] [ ] [ ]

IX. Plan of Action

[How the recommendation will be carried out.]

Activity Person responsible Timeline Resources / budget Success indicator

[ ] [ ] [ ] [ ] [ ]

[ ] [ ] [ ] [ ] [ ]

[ ] [ ] [ ] [ ] [ ]

X. Conclusion

[What the analysis shows and what will happen if the recommendation is followed. One paragraph.]

References

[APA 7th edition, alphabetical, hanging indent: the case itself and every source you used.]

[Surname, A. A. (Year). Title of the case or article. Source. URL]

TIPS — delete this page before submitting

• Follow the format your teacher gives: some classes add “Assumptions” or “Analysis of the Case”, and nursing or medical case studies use a different (patient) format.

• Separate facts (Background, SWOT) from your opinion (Recommendation). Every claim in the analysis should point back to a fact from the case.

• Grey text in [brackets] is an instruction — replace it with your own text.

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