preparing to write a case and teaching note

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Page 1: Preparing to write a case and teaching note
Page 2: Preparing to write a case and teaching note

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

Page 3: Preparing to write a case and teaching note

ADDITIONALLY, A CASE HAS:

• A PROTAGONIST

• FACTS AND NUMBERS

• HEADINGS AND SUBHEADINGS

• TABLES AND FIGURES

• EXHIBITS

• A DECISION FORK

• TEACHING NOTE

Page 4: Preparing to write a case and 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

Page 5: Preparing to write a case and teaching note

A problem

Page 6: Preparing to write a case and teaching note

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

Page 7: Preparing to write a case and teaching note

WHO IS YOUR AUDIENCE?

• UNDERGRADUATE STUDENTS

• MBA STUDENTS (1ST TERM/6TH TERM)

• EXECUTIVES

• TEXT BOOK

• ???

Page 8: Preparing to write a case and teaching note

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

Page 9: Preparing to write a case and teaching note

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

Page 10: Preparing to write a case and teaching note

DO YOU HAVE AUTHORISATION

• SECONDARY DATA CASE – NO ISSUE

• PRIMARY DATA CASE - CRITICAL

Page 11: Preparing to write a case and teaching note

CS FOR THE CASE

• CHARACTER

• CONFLICT

• COMPLICATIONS

• CAUSALITY

• CONTEXT

• CRUCIBLE

Page 12: Preparing to write a case and teaching note

KEY ELEMENTS OF A CASE

• THE OPENING

• THE COMPANY

• THE INDUSTRY

• THE PROTAGONIST

• THE SITUATION/ THEME

• THE PLOT

• THE CLOSING

• THE EXHIBIT

• THE TITLE

Page 13: Preparing to write a case and teaching note

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

Page 14: Preparing to write a case and teaching note

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

Page 15: Preparing to write a case and teaching note

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

Page 16: Preparing to write a case and teaching note

OBSERVATION OF THE COMPANY AND THE CONTEXT• ARTEFACTS

• SETTINGS, BUILDINGS, SURROUNDINGS

• PEOPLE INTERACTION

• CLEANLINESS, SIGNAGE, UNIFORM,

LANDSCAPING

• OPERATIONS

Page 17: Preparing to write a case and teaching note

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

Page 18: Preparing to write a case and teaching note

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

Page 19: Preparing to write a case and teaching note

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

Page 20: Preparing to write a case and teaching note

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

Page 21: Preparing to write a case and teaching note

WHERE DO WE FROM HERE?

• CASE B

• NEW CASE

• RESEARCH

• CONSULTING

• TRAINING

• PROFESSIONAL RELATIONSHIP