Case Analysis Worksheet

This form can be used to organize your thoughts about a case. As you perform your analysis, remain open to the fact that your interpretation of the facts may change. As a result, you should repeatedly revisit your answers to these sections as you progress through the case.

Define the Problem: Describe the type of case and what problem(s) or issue(s) should be the focus of your analysis

List any course concepts that can be applied: Write down any principles, frameworks or theories that connect your course to the issues of this case.

List relevant qualitative data: Evidence related to or based on the quality or character of something.

List relevant quantitative data: Evidence related to or based on the amount or number of something.

Describe the results of your analysis: What evidence have you accumulated that supports one interpretation over another.

Describe alternative actions: List and prioritize possible recommendations or actions that come out of your analysis.

Describe your preferred action plan: Clear statements of what you would recommend. May include short, medium and long-term steps to be carried out.

Regal Carnation Hotel Outline

I. Executive Summary

II. Problem Statement

a. In your problem statement, you might consider including a review of the key issues (or categories of key issues), the protagonist, and your root cause analysis (if necessary).

III. Root Cause Analysis

a. Key issue category 1

i. 5 Whys/RCA

b. Key issue category 2

i. 5 Whys/RCA

c. Key issue category “n” (if there are “n” categories of key issues)

i. 5 Whys/RCA

IV. Alternatives – Generate alternatives “mindful” of the root cause

a. Alternative 1

i. Critically examine the costs and benefits or the merits of alternative 1

b. Alternative 2

i. Critically examine the costs and benefits or the merits of alternative 2

c. Alternative “n”

i. Critically examine the costs and benefits or the merits of alternative “n”

d. Synthesis

V. Solution/Recommendation Set – Your solution should be “derived” from an analysis of alternatives

a. Recommendation 1

b. Recommendation 2

c. Recommendation “n”

VI. Implementation

a. Implementation consideration 1

b. Implementation consideration 2

c. Implementation consideration “n”

VII. Concluding Statements