preparing to write a case and teaching note
TRANSCRIPT
A GOOD STORY HAS:
• A CATCHING AND ENGAGING BEGINNING
• A GOOD PLOT
• A CONTEXT AND TIME LINE
• CAPTIVATING CHARACTERS
• EVOCATIVE DESCRIPTION OF SITUATIONS
• CONVERSATIONS
• SURPRISING OR INTERESTING CLOSING
• AN ENCOMPASSING TITLE
ADDITIONALLY, A CASE HAS:
• A PROTAGONIST
• FACTS AND NUMBERS
• HEADINGS AND SUBHEADINGS
• TABLES AND FIGURES
• EXHIBITS
• A DECISION FORK
• TEACHING NOTE
WHAT IS A CASE?
• IT IS A FACTUAL DESCRIPTION OF A PROBLEMATIC SITUATION THAT REQUIRES A READER TO ANALYSE THE
SITUATION AND TO MAKE AN INFORMED DECISION
A problem
WHY TO WRITE A CASE?
• TO STRENGTHEN MY TEACHING
• TO DEVELOP A COURSE
• TO FILL A GAP
• TO HELP THE PROFESSION
• TO MEET INSTITUTIONAL REQUIREMENTS
• TO DEVELOP SCHOLARSHIP
• TO HELP IN ACCREDITATION
• TO MAKE MONEY
WHO IS YOUR AUDIENCE?
• UNDERGRADUATE STUDENTS
• MBA STUDENTS (1ST TERM/6TH TERM)
• EXECUTIVES
• TEXT BOOK
• ???
WHAT IS YOUR PURPOSE?
• ANALYSIS
• PROBLEM SOLVING
• ILLUSTRATION
• THEORY DEVELOPMENT
• DRIVING A POINT ACROSS
• REINFORCEMENT OF ACQUIRED LEARNING
• IN THE BEGINNING OF THE COURSE
• IN THE MIDDLE OF THE COURSE
• TOWARDS THE END OF THE COURSE
• TOWARDS THE END OF THE PROGRAMME
• AS A CAPSTONE CASE
SOURCES OF A CASE LEAD
• A STUDENT
• AN ALUMNUS
• AN MDP PARTICIPANT
• CONSULTING ASSIGNMENT
• RESEARCH DATA
• A FRIEND OR FAMILY MEMBER
• BUSINESS PRESS
• SOCIAL CIRCUIT
DO YOU HAVE AUTHORISATION
• SECONDARY DATA CASE – NO ISSUE
• PRIMARY DATA CASE - CRITICAL
CS FOR THE CASE
• CHARACTER
• CONFLICT
• COMPLICATIONS
• CAUSALITY
• CONTEXT
• CRUCIBLE
KEY ELEMENTS OF A CASE
• THE OPENING
• THE COMPANY
• THE INDUSTRY
• THE PROTAGONIST
• THE SITUATION/ THEME
• THE PLOT
• THE CLOSING
• THE EXHIBIT
• THE TITLE
CASE WRITING STYLE
• PAST TENSE, THIRD PERSON, JOURNALISTIC
• STUDENT FRIENDLY
• DESCRIPTIONS AND DIALOGUES
• EVOCATIVE AND FLUENT
• HEADING AND SUBHEADING
• FOCUS ON DESCRIPTION OF CHARACTERS
• NUMBERS AND FACTS DISPERSED IN THE CASE
• SOMEWHAT MESSY AND AMBIGUOUS
THE KEY ELEMENTS OF TEACHING NOTE
• SYNOPSIS
• LEARNING OUTCOMES
• TOPICS OF RELEVANCE
• DISCUSSION QUESTIONS AND ANSWERS
• SESSION PLANNING (TIME LINE)
• BLACKBOARD PLAN
• THEORETICAL FRAMEWORK
• ADDITIONAL INFORMATION AND REFERENCES
SECONDARY DATA FOR THE CASE
• WEBSITE OF THE COMPANY
• NEWSPAPER CLIPPINGS
• MAGAZINE STORIES
• ANNUAL REPORT
• INDUSTRY ANALYSIS REPORT
• AN EXPERT OR INSIDER
• ANY OTHER SOURCE OF INFORMATION
OBSERVATION OF THE COMPANY AND THE CONTEXT• ARTEFACTS
• SETTINGS, BUILDINGS, SURROUNDINGS
• PEOPLE INTERACTION
• CLEANLINESS, SIGNAGE, UNIFORM,
LANDSCAPING
• OPERATIONS
INTERVIEWING THE PROTAGONIST
• PREPARE INTERVIEW SCHEDULE
• LISTEN (90:10 RATIO)
• PROBE
• RECORD
• OBSERVE FOR UNSAID
• USE HIM AS A RESEARCH PARTNER
• BE NON-DIRECTIVE
• USUALLY TWO INTERVIEWS – LONG AND SHORT
• FRAME YOUR QUESTIONS WELL
• ADULT – ADULT RELATIONSHIP
• PREPARE, PREPARE, PREPARE
WRITE THE CASE
• TRANSCRIBE IT AT THE EARLIEST
• SHOW IT TO THE PROTAGONIST
• FILL IN THE GAP
• USE OBSERVATION AND THE SCRIPT TO WRITE THE CASE
• DON’T FOCUS ON EMBELLISHING FIRST; DEVELOP THE
SKELETON
• ENRICH IT WITH ADDITIONAL INFORMATION
• FINALLY EMBELLISH IT
• NEVER MISS DATE, LOCATION, STRUCTURE
• SOLELY FOR EDUCATIONAL PURPOSE…
• WRITE TEACHING NOTE SIMULTANEOUSLY
• MOVE BETWEEN CASE AND TN
• BE FLEXIBLE
CASE USE AUTHORISATION
• GET THE CONSENT BEFORE DOING THE RESEARCH
• GET AGREEMENT ON THE INTERVIEW SCRIPT
• CAMOUFLAGE IF DESIRED BY THE PROTAGONIST AND THE COMPANY
• GET AUTHORISATION TO USE AND PUBLISH THE CASE
EDITING AND IMPROVING THE CASE
• WORK UP TO FIVE DRAFTS
• BE VERY CAREFUL ABOUT READABILITY AND
GRAMMATICAL CORRECTNESS
• CHECK WHETHER TABLES AND FIGURES ARE
PRESENTED PROFESSIONALLY
• LOOK FOR INCONSISTENCY AND INCONGRUENCE
• SHARE IT WITH TWO COLLEAGUES
• TEACH IT AT LEAST TWO TIMES
• FORGET IT FOR SOME TIME
• SHOW THE FINAL VERSION TO THE
PROTAGONIST BEFORE FINAL RELEASE
• GET IT COPY EDITED BY A PROFESSIONAL
WHERE DO WE FROM HERE?
• CASE B
• NEW CASE
• RESEARCH
• CONSULTING
• TRAINING
• PROFESSIONAL RELATIONSHIP