What is a Case Study?
A case Study refers to the
collection and presentation of detailed information about a particular
participant or company, frequently including the accounts of subjects
themselves. A form of qualitative and descriptive research, the case study
looks intensely at an individual or a company, drawing conclusions only about
that participant or company and only in that specific context. The point is not
to focus on the discovery of a universal, generalizable truth, nor to look for
cause-effect relationship; instead, emphasis is placed on exploration and
description.
Case studies typically examine
the interplay of all variables in order to provide a complete understanding of
an event or situation. This type of
comprehensive understanding is arrived at through a process known a thick
description, which involves an in-depth description of the entity being
evaluated, the circumstances under which it Is used, the characteristics of the
people involved in it, and the nature of the community in which it is located.
Thick description also involves interpreting the meaning of demographic and
descriptive data such as cultural norms and mores, community values, ingrained
attitudes, and motives.
Types and Design Concerns
There are multiple methods and
approaches to conduct case studies. Under the more generalized category of case
studies, there are several subdivisions, each of which is custom selected for
use depending upon the goal and/or of the writer. These types of case studies
include the following:
Illustrative Case Studies
These cases are primarily descriptive studies. They
typically utilize one or two instances of an event to show what a situation is
like. Illustrative case studies serve primarily to make the unfamiliar familiar
and to give readers a common language about the topic in question.
Exploratory (or pilot) Case Studies
These ones are condensed case studies performed before
implementing a large scale investigation. Their basic function is to help
identify questions and select types of measurement prior to the main
investigation. The primary pitfall of this type of study is that initial
findings may seem convincing enough to be released prematurely as conclusions.
Cumulative Case Studies
These serve to aggregate information from several
sites collected at different times. The idea behind these studies is the
collection of past studies will allow for greater generalization without
additional cost or time being expended on new, possibly repetitive studies.
Critical Instance Case Studies
These examine one or more sites for either the purpose
of examining a situation of unique interest with little to no interest in
generalize, or to call into question or challenge a highly generalized or
universal assertion. This method is useful for answering cause and effect
questions.
What to do in a
marketing Case?
The managements of institutions need to understand the
attitude and values of their publics in order to achieve institutional goals.
The goals themselves are shaped by the external environment. The Marketing
professional acts as a counselor to management, and as a mediator, helping to
translate private aims into reasonable, publicly acceptable policy and action.
As a management function, Marketing encompasses the
following:
·
Anticipating,
analyzing, and interpreting public opinion, attitudes, and issues that might
impact, for good or ill, the operation and plans of the organization.·
Counseling
management at all levels in the organization with regard to policy decisions,
courses of action, and communication, taking into account their public
ramifications and the organization’s social or citizenship responsibilities.
· Researching,
conducting, and evaluating, on a continuing basis, programs of action and
communication to achieve informed public understanding necessary to the success
of an organization’s aims. These may include marketing, financial,
fund-raising, employee, community, or government relations, and other programs.
·
Planning
or implementing the organization’s efforts to influence or change public
policy.
·
Setting
objectives, planning, budgeting, recruiting and training staff, developing
facilities - managing the resources needed to perform all of the above.
The Statement of the
Case
A typical statement of the case should include:
a)
Summary
The
summary has to be written last not be inconsistent. It has to include:
·
The
proposal
·
The
key benefits
·
Essential
background only
·
Essential
findings/solutions
b)
Background
You
must identify and explain the motivation of the case and facilitate all
subsequent information of the situation /challenge and an overview.
c)
Objective
and Proposal
May
include the kind of influence the client hopes to exert with the audiences,
such as informing them or modifying their attitudes or behaviors. The
objectives may also include statements about the program itself, such as its
composition or how it will operate.
d)
Alternatives
The
statement of case should have a section for alternatives to the proposal. It is
included to demonstrate that the scenario has been analyzed in depth and to
avoid not having considered an obvious alternative.
Alternatives
are refuted by demonstrating that they are inconsistent with the stated
objective.
e)
Evaluation
and Conclusions
Evaluation
refers back specifically to the objectives that were set in the process and
examines the professional’s degree of success in achieving them.
Solving the Case
Making Data Relevant To Solve The
Case
Many case studies will contain data that needs analysis before it can be
utilized in a report. These are some tips for handling data the data that we
routinely find in business case studies:
- Data in case studies is not always presented in a
clear and rational way. Make sure that you arrange the data so that trends
or other significant issues can easily be identified.
- Don’t assume that all the information that you
are given is relevant. Be prepared to extract, sort or merge data that has
been given to you in the case study in order to identify and summarize the
key information.
- Some basic calculations may be necessary, such as
sensitivity analysis, to create new and more useful data.
- When presented with financial data, such as balance sheets and income statements, compare these between periods to identify trends. You should also consider whether ratio analysis, cash flow analysis, and break-even analysis will inform your report.
Structuring your Business Report
- The standard structure for a business report
based on a case study is as follows.
- Summary of recommendations: this should summarize your analysis and be
thorough enough to inform the reader who doesn’t have time to read your
full report
- Body of report: the structure of this section is quite flexible
but should cover the background issues, statement of the problem, a
logical case analysis, and solution choice which notes the alternatives
considered as well as the recommended solution.
- Appendices: key data that has been used to inform the report
Writing up the Business Report
These are some key tips that will help you write a good quality business
report that is based on a case study:
·
Prepare an outline of the report before you start writing - this will serve
as a roadmap of where you plan to go.
·
Use descriptive headings that clearly describe the section’s contents to
engage and inform the reader.
·
Tell a coherent story that unfolds in your report. Your recommendations
should emerge from the analysis that you have undertaken and not appear as
standalone items at the end of your report.
·
Do not let your analysis be simply a restatement of the facts that you have
been given.
·
Be clear about what information you are using and where you obtained it
from. Your credibility will depend on the sources you use to support your arguments.
·
Do not allow your own interests to skew your approach to the case and your
recommendations. Check the brief you have been given and focus on what is
important and relevant to the case.
·
Use graphs and charts to convey difficult concepts or show alternatives in
a visually attractive and easy to understand way. Ensure that all graphs and
charts that you use are relevant, add value to your report, and are clearly
labelled.
·
Use the right graphics for the concepts you are explaining or illustrating.
Bar charts or Gantt charts are appropriate for showing a changing relationship
over time, while pie charts are the best way to illustrate proportional
relationships. Line graphs should be used to show trends to show trends over a
period of time. Remember the key is simplicity in illustrating key points - if
you can’t explain what your graphics show then don’t use them.
·
Use a clear and consistent formatting style throughout the report - a messy
writing style will prejudice the reader against your recommendations while a
professional approach lends credibility to your research skills.
Remember
that using these steps to prepare your business report based on a case study
will enable you to submit a high quality and targeted report. The skills
involved in generating these reports are highly sought after by employers in
business, industry and particularly consulting.
Dos and Don’ts for Marketing Case Studies
Your case
study is part of you assessment for the Cases in.... course and lead to the
Final Case. We ask you to adhere to the following guidelines:
We will
evaluate your written case based on content and
the quality of your presentation, and we reserve the right to ignore those
parts of your write-up that are not comprehensible.
We limit
the write-ups to a maximum of five DIN A4, 1.5 line spaced computer written
pages in 11 (preferably 12) font size with 2cm margins on all sides. Use a
standard font, such as “Times New Roman” or “Arial” or one with a comparable
letter size. Reducing word spacing and character size in order to squeeze in
more text is not acceptable.
Dos...
·
Use
short, simple sentences – avoid flowery language
·
All
pages should be numbered
·
Proof
read for typing, spelling and grammatical errors
·
Take
into account ethical issues
· Research: does the case give adequate
background information about the organization itself? What was the major reason
for conducting this program? Were the data as complete as necessary?
· Objectives: Categorize this case’s objectives.
Which are impact objectives? Specify informational, attitudinal or behavioral.
Which are output objectives? Should they have been more quantitative? What is
your overall assessment of the objectives used in this case?
· Programming: Evaluate the theme (if any) in this
case. Is it short, catchy, memorable, to the point? What major messages are
communicated in this case? Will the message resonate with thepublics identified
by your research phase? Evaluate the central actions or special events in this
case. Are they truly worthwhile and newsworthy? Are they “pseudoevents”? Were
any forms of communication omitted that should have been used? How effective was
the use of the communication principles for source credibility, salient
information, effective nonverbal and verbal cues, two-way communication,
opinion leaders, group influence, selective exposure and audience
participation?
Evaluation: Was each of the case’s objectives
separately evaluated? How appropriate and effective were these methods? Did the
program achieve its stated objectives?
·
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