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Workshop: Case Learning and Case Analysis Harryadin Mahardika, PhD h [email protected] or @Harrysastro

Case Learning and Case Analysis

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Workshop on case study learning and analysis. Delivered by Harryadin Mahardika at Faculty of Economics and Business, Universitas Indonesia

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Page 1: Case Learning and Case Analysis

Workshop: Case Learning and Case Analysis

Harryadin Mahardika, [email protected] or @Harrysastro

Page 2: Case Learning and Case Analysis

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Page 3: Case Learning and Case Analysis

History of case study in FEUI• The father of case study in FEUI: Alberto Daniel Hanani, MBA

– Founder of Case Center, Dept of Management FEUI.

– Among the first trainer and writer of Indonesia’s business case.

– Published the first Case Compilation on Indonesia’s Real Companies (2004).

• We’ve learned a lot from him!• Even this material was his material!

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Other key persons• Bambang Hermanto, PhD• Sari Wahyuni, PhD• Rofikoh Rokhim, PhD• Ririen Setiati Riyanti, MM• Arga Hananto, M.Com• Basuki Mukhlis, MSc• Rizky Luxianto, MSc

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Harryadin Mahardika• Pop Economist

• FEUI & laporsuap.com

• Research objective:– “to liberate and empower consumer...”

• Current research:– Consumer empowerment

– Consumer intervention/engineering

– Mobile advertising

• Contact:– [email protected] / [email protected]

– @HarrySastro

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Alberto D. HANANI

PROGRAMA. Introduction to Business CaseB. Degree of Difficulties: Analysis, Conceptual &

PresentationC. Learning Strategy: Individual, Small Groups &

Classroom.D. Case Analysis PreparationD. Exercises (on-going program)

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INTRODUCTION

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The role of case in management education?

1. Cases provide an opportunity to become deeply involved in management decisions actually faced by real people in real organizations.

2. Cases give a chance to practice the art as well as the science of management in a laboratory setting, with little corporate and personal risk involved.

3. The repetitive opportunity to identify, analyze and solve a number of issues in a variety of settings prepares you to become truly professional in your field of work.

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DEGREE OF DIFFICULTIES:Analytical, Conceptual & Presentation

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Case Difficulties Cube

Analytical Difficulty

Conceptual Difficulty

Presentation Difficulty

LoHi

Hi

Hi

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Alberto D. HANANI

Analytical Difficulty

Question: What is the case reader’s task with respect to the key decision or issue of the case?– Easy: Evaluating the decision that has been made in real life

(against some theoretical criteria).

– Medium: Alternative decisions provided, yet generating additional alternative is advisable. Evaluate all alternative against specified decision criteria, make a decision, and to develop an action plan.

– Difficult: Decisions that needs to be made is not identified.

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Conceptual Difficulty

Question: What theories, concepts or techniques might be useful in the understanding and/or resolution of the case situation?

• Two aspects in measuring conceptual difficulty:– How difficult it the concept or theory in or of itself?– How many concepts to be used simultaneously to address

the decisions or issues on which the case is focused?

• Conceptual difficulty is a relative notion. What may be difficult for one person may not be that difficult for someone else.

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Presentation DifficultyQuestion:

What is really important and relevant information here and what is still missing?

• The degree of difficulty related to the presentation of the case can be increased by the following five points:– Short becomes long– Well-organized becomes disorganized– Available relevant information becomes missing relevant

information– Little extraneous information becomes a lot of

extraneous information– Multi format.

• The greater the degree of difficulty in the presentation dimension, the longer the participant needs to spend time on preparing the case.

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LEARNING STRATEGIES

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Alberto D. HANANI

Stage 1: Individual Preparation – TO DO LIST1. Go through the case and find “What broadly is the case about ?”

2. Look at: (a) the first few and last few paragraphs; and (b) glance over the exhibits; as well as (c) the case sub-titles.

3. Read the case very carefully underlining what seem to be the key facts as you go (by asking: What, Why, When, How, and Who).

4. Try to put yourself in the position of the manager and to develop a sense of involvement in his or her problems.

5. Read assignment questions and reflect thoroughly. They are there to help you think about the case.

6. Define what you believe to be the immediate and the basic issues.

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Stage 1: Individual Preparation – TO DO LIST

7. Identify the relevant areas for analyzing these issues and determine which issues are urgent and those are importance.

8. Study the factual information as you have sorted it out: – Their constraints and extraneous.– Weighting both the qualitative and quantitative evidence carefully. – Note and review your conclusions for each analytical area.

9. Selecting decision criteria and generating alternative decisions.

10. Analyzing and evaluating alternatives. Propose a set of recommendations directed at the issues you’ve identified.

11. Suggest an action and implementation plan.

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Alberto D. HANANI

Stage 2: Small-Group Discussions1. Provides the vital link between individual preparation

(which is basic and a must) and a classroom discussion.

2. The purpose of the discussion group is NOT:– To develop a consensus or a group position. – Necessary, or even desirable, that you agree as a group.

3. Review your individual preparation

4. Review of special difficulties, such as: (a) the interpretation of facts, (b) the analysis, (c) the process or (d) something else.

5. Anticipate the class discussion.

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Stage 3 – Classroom Discussion

1. The key focus of the instructor’s role is to:– Facilitate the discussion – Provide opportunity for students to maximize their learning.

2. In class, your instructor will usually allow you to take the case where you wish.

3. Participants’ role in the class discussion is to learn through: (a) Listening, (b) Talking and (c) Reflecting.

4. In class, you are expected to do these following 4Ps: (a) Preparation, (b) Presence, (c) Promptness, and (d) Participation.

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Alberto D. HANANI

Stage 3 – Classroom Discussion5. It is useful to take some notes during class.

6. Nevertheless, you are encouraged to experiment and take risks, there is certainly no punishment for giving the wrong answer.

7. It is not how much you say that counts but the relevance of what you say to solving the case or adding to the wisdom of the class.

8. Give an effective participation.

9. After Class Reflection:Take no more than 5 minutes ASAP after class, while your memory is fresh, to record and summarize your – (a) key observation, (b) insights or (c) generalizations.

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Case Analysis

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Preparing for case analysis

STAGE 1:

A positive identification of the problems as indicated by:– A clear distinction made between problems and the

symptoms– An ability to distinguish between fact and opinion

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Preparing for case analysisSTAGE 2:

Tailor your answers, but also provide the following minimum requirements:

–Generating Alternatives.

–Provide a well reasoned substantiation of recommendations which closely relate to the problems.

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STAGE 2– Generating Alternatives that contain the following qualities:

(a) Establishing alternatives with flair and originality (b) Evaluating all alternative rationally and skillfully (incl. Skill in presenting

negative and positive aspects of each alternative)(c) Evidence of the extent to which all possibilities have been explored

– Provide a well reasoned substantiation of recommendations which closely relate to the problems by:

(a) Supporting your recommendations quantitatively, should it possible (b) Hand-in all your exhibit and calculations (c) Provide precision of strategy and completeness of plans for

implementation (d) Show your understanding of the need for control and monitoring

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PROGRAM

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Our Program• Workshops:– 4 in-class sessions @ 2 hours– 4 out-class session @ 2 hours

• In-class session every Wednesday 5 pm.• Out-class session group agreement– Self-learning Reading 1 case for each session– Group-learning Discuss the case for each session in a

group setting.

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