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Case Briefing Paper: Analysis and Recommendations

Case Briefing Paper

DELIVERABLE: A written case briefing analyzing the assigned case.

Carefully study the assigned case and after following the case method as discussed in classwritea casebriefingpaperthat includes the sections found below.

The report itself should be no longer than 1500 words excluding title page, appendices and references.  You are not limited to the number of original work appendices you many include. Be sure to show the work you have done, such as calculation of financial ratios or SWOT.  The salient points from these should be referenced in the body of your report.  To stay within this limit and still do a thorough briefing, you are likely to use bullet points or charts for some sections.  You must be as concise as possible.

Case Briefing Paper Sections

Title: Name of your paper based on your understanding of the reading.

Prepared for: Who is the decision maker?

Prepared by:  Author, yourself

Group:  Group Number

Executive Summary:Summarizes your work to follow in a few sentences.

Issue(s):  Key issue(s) from the case to be solved

Situational Assessment Findings: Key findings from your situational assessment supported in the appendices.

Identification & Analysis of Strategic Options:Discuss the pros and cons of each option based on your thorough analysis supported in the appendices.

Recommendations:What do you propose the company or individual does?

Implementation:  What action should the company or individual take next?  What does the implementation plan look like?

Evaluation Criteria:  How will the company or individual determine that their actions have been successful?  What are the criteria or performance metrics they will use?

Appendices:  Examples of appendices include but are not limited to:

  • Appendix 1: Example Internal Review: SWOT, Key Competencies, Business Model etc
  • Appendix 2: Example External Review: Five Forces of Competition Model, PESTEL etc
  • Appendix 3:  Example Financial Analysis:  Ratios, Pro Formas, Break Even Calculations
  • Appendix 4: Other

Excellent work

Good work

Satisfactory work


Executive Summary, Issue and Situational Assessment (30%)

The report provides solid evidence of understanding and grasp of the organization, the industry, and the situation presented in the case. It shows deep and reflective analysis of the industry and the current situation of the organization for a strategic perspective. The report illustrates understanding and appropriate use of external and internal analysis tools.









Analysis of Strategic Options and Recommendation (30%)

The problems, alternatives and final solution presented are sufficiently elaborated and supported with relevant facts from the case, concepts discussed in class and the appropriate use of strategic planning tools/frameworks/theories/models. The Strategic Management Process was properly followed. Alternatives are feasible and the final solution clearly addresses the prioritized list of problems. Alternatives and the final solution are very specific.









Implementation and Evaluation Criteria (20%)

This section provides a concise description of next steps including an implementation path as well as criteria upon which the company can judge its success. It is not vague or general but concise and specific. It provides evidence of reflection on the context of the business and makes clear connections from the recommendation to action and ultimately measurements.













Professionalism (20%)

The writing is sufficiently free of grammatical error and awkwardness to communicate meaning clearly. Citation has been done appropriately.













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