Free Essay

How to Prepare a Business Case

In: Business and Management

Submitted By ariera
Words 773
Pages 4
How to prepare a Business Case

Mediante la discusión de casos se solicitan alternativas que solucionen los problemas que pueda enfrentar la empresa evaluada. Los estudiantes o el profesor pueden retar la creencia y validez de las alternativas presentadas. Estos retos se hacen de manera constructiva para llevar al estudiante a desarrollar destrezas analíticas y de comunicación. El análisis de Casos ayuda a identificar el problema de una firma y a proponer acciones estratégicas que ayuden a la empresa a mejorar su competitividad. “The Case Method” ayuda al estudiante posicionándolo en el lugar de un gerente que esta enfrentando un problema con su empresa. Este tipo de análisis consiste en un alto nivel de dedicación, de trabajar en un tiempo limitado en el cual se trabaja en grupos. Lo interesante es que cada integrante de cada grupo ha tenido experiencias diferentes y por lo tanto tienen diferentes puntos de vista y diferentes alternativas o aportaciones. Este tipo de acercamiento ayuda a los grupos a estar expuestos a diferentes alternativas y abrirse a otras maneras de ver las cosas.
Para desarrollar un análisis de Caso efectivo se necesita seguir con los siguientes seis pasos que ayudarán al desarrollo de un análisis oral o escrito:
1. Ganar familiaridad que consiste en información general: quien, que, como, donde y cuando (hechos críticos del caso).
2. Reconocer los síntomas: esto se refiere a indicadores de problemas o de que algo no esta como se espera (no se esta obteniendo el éxito esperado).
3. Identificar Objetivos: Identificar todos los objetivos de los diferentes grupos de interés.
4. Conducir el análisis: Decidir las ideas, modelos y teorías útiles.
5: Hacer el diagnostico: Identificar que posibles dificultades o dilemas pueden enfrentar o están enfrentando. Identificar las discrepancias entre las metas/objetivos y el rendimiento de las mismas. Darle prioridad a estas posibles discrepancias según su importancia y tiempo.
6: Realizar el plan de acción: Especificar los criterios utilizados para escoger una de las alternativas desarrolladas. Examinar las consecuencias de la implantación de alguna de las alternativas de acción. Desarrollar planes para llevar y evaluar la acción a tomar.
Preparar una presentación oral o escrita de un análisis de caso:
Al preparar una presentación escrita u oral se necesita pensamiento analítico: En el mismo se debe primero analizar los problemas del ambiente externo que afectan a la firma. En este tipo de análisis se analiza lo siguiente: en el ambiente externo: ambiente general, ambiente de la industria y el ambiente competidor. También se analiza el ambiente interno. Estos análisis ayudarán a realizar un análisis “SWOT”. Una vez se tenga esta información se realiza una síntesis o resumen de las alternativas que se desean implementar. Este resumen se realiza con la información obtenida para generar las alternativas para resolver los problemas, enfrentar retos e implementar medidas de acción.
Las partes que deben estar incluidas en la presentación escrita u oral:
1) Introducción describiendo el perfil estratégico y su propósito, 2) un análisis del estado de situación, 3) explicación del análisis “SWOT”, 4) formulaciones de estrategias (alternativas estratégicas, de evaluación o de elección) y por ultimo la 5) implementación de cada de las mismas (plan de acción).
1. Perfil estratégico y propósito: El mismo presenta brevemente los hechos críticos del caso que han afectado la firma en su dirección estratégica y su desempeño. Se deben presentar los hechos claves que den a entender en que se basará el análisis.
2. Análisis de Situación: a. Ambiente general: Este análisis se debe enfocar en las modas Tecnológicas, Demográficas, Económicas, Político Legal, Sociocultural y Global. Se analizan estas modas para predecir los segmentos en que se obtendrá mayor influencia por los siguientes años (3-5 años). Se debe explicar la razón de esas predicciones. b. Industrial: Se debe determinar el atractivo de la industria o industrias con las que la empresa compite. Mientras más atractivo mayor posibilidad de que la empresa tenga “Above Average Return”. c. Competidor: Se analizan todos los competidores principales. Este análisis debe identificar de su competidor estrategias corrientes, visión, misión, capacidades, “core competencies” y su respuesta competitiva. Información que ayuda a formular estrategias apropiadas y predecir las posibles respuestas/reacciones de sus competidores. d. Interno: Es crítico hacer una análisis de las actividades funcionales para desarrollar estrategias dependiendo de su naturaleza. e. SWOT: Su objetivo es convertir debilidades en fortalezas y retos en oportunidades para la empresa y en donde se quiere posicionar. f. Formulaciones de estrategias: Se deben desarrollar de tres a cuatro estrategias . Estas estrategias deben ser compatibles con las fortalezas y capacidades de la empresa. Una vez desarrolladas se debe escoger la que mejor favorezca a la empresa.

Similar Documents

Premium Essay

Dsfa

...GRADUATE SCHOOL OF BUSINESS BSEO 2531 ENTREPRENEURSHIP AND NEW VENTURES January 2015 PROFESSOR: G. Richard Patton 328 Mervis Hall grpatton@katz.pitt.edu Phone: 648-1568 SECRETARY: Pat Koroly 341 Mervis Hall 412-648-2250 Required Case and Reading Packet link: https://cb.hbsp.harvard.edu/cbmp/access/32240148 BSEO 2531 is to be a different experience for our MBA students. Most of your previous student experience has been focused on models and techniques that are typically applied in large organizations. BSEO 2531 will focus on a different aspect of the business environment--entrepreneurship. Consequently, this course will be structured differently than most other courses. Part of the course will involve the use of conventional case analysis, discussions and lectures. In addition, there will be guest speakers, time permitting. There are multiple objectives for the Entrepreneurship elective, including: 1. Understanding the process of New Venture Formulation 2. Studying the characteristics of successful entrepreneurs 3. Process and structure of business plan development 4. Understanding sources and methods of financing new business ventures 5. Opportunities to apply functional skill (marketing, finance, accounting, etc.) 6. Networking in the Pittsburgh entrepreneurial community The focus of the class will be the development of a business plan for a new......

Words: 2011 - Pages: 9

Premium Essay

Mgt 488 Entire Course Global Business Strategies

...MGT 488 Entire Course Global Business Strategies https://homeworklance.com/downloads/mgt-488-entire-course-global-business-strategies/ To Get this Tutorial Copy & Paste above URL Into Your Browser Hit Us Email for Any Inquiry at: Lancehomework@gmail.com Visit our Site for More Tutorials: ( http://homeworklance.com/ ) MGT 488 Entire Course Global Business Strategies Week One: Strategic Business Continuity and Internal Risk Assessment Details Due Points Objectives 1.1 Identify key firm capabilities. 1.2 Describe the components of sustainable competitive advantage. 1.3 Analyze the influence of the organization on strategic business continuity. Readings Read Ch. 3 of Strategic Management: Competitiveness and Globalization, Concepts and Case. Participation Participate in class discussion. All Days 1 Discussion Questions Respond to three discussion questions. Days 3, 4, 5 3 Weekly Summary Write a 300-350 word summary of how this week’s material relates to you professionally and to organization. Post to Weekly Summary Thread. Day 7 1 Learning Team Instructions Create the Learning Team Charter. Select one of the following Virtual Organizations to use throughout the course for strategic plan development: • Riordan Manufacturing • Huffman Trucking • McBride Financial Services Day 7 Individual Internal Risk Assessment Resource: University Library’s Datamonitor 360 Access the University Library’s Datamonitor 360 and look......

Words: 29510 - Pages: 119

Premium Essay

Mgt 488 Entire Course Global Business Strategies

...MGT 488 Entire Course Global Business Strategies https://homeworklance.com/downloads/mgt-488-entire-course-global-business-strategies/ To Get this Tutorial Copy & Paste above URL Into Your Browser Hit Us Email for Any Inquiry at: Lancehomework@gmail.com Visit our Site for More Tutorials: ( http://homeworklance.com/ ) MGT 488 Entire Course Global Business Strategies Week One: Strategic Business Continuity and Internal Risk Assessment Details Due Points Objectives 1.1 Identify key firm capabilities. 1.2 Describe the components of sustainable competitive advantage. 1.3 Analyze the influence of the organization on strategic business continuity. Readings Read Ch. 3 of Strategic Management: Competitiveness and Globalization, Concepts and Case. Participation Participate in class discussion. All Days 1 Discussion Questions Respond to three discussion questions. Days 3, 4, 5 3 Weekly Summary Write a 300-350 word summary of how this week’s material relates to you professionally and to organization. Post to Weekly Summary Thread. Day 7 1 Learning Team Instructions Create the Learning Team Charter. Select one of the following Virtual Organizations to use throughout the course for strategic plan development: • Riordan Manufacturing • Huffman Trucking • McBride Financial Services Day 7 Individual Internal Risk Assessment Resource: University Library’s Datamonitor 360 Access the University Library’s Datamonitor 360 and look......

Words: 6810 - Pages: 28

Premium Essay

Notes

...The University of Illinois Executive MBA July 13, 2004 Tentative Syllabus Managerial Perspective on Financial Accounting Accountancy 401X; Fall 2004 Michael J. Sandretto, 225C David Kinley Hall (217) 244-6410 (office); (217) 352-4832 (home, before 10:30 p.m.) sandrett@uiuc.edu or michaeljsandretto@earthlink.net Texts: Antle, Rick, and Stanley J. Garstak, Financial Accounting, Southwestern (United States), second edition, 2004 (Antle). Palepu, Krishna G., Paul M. Healy, and Victor L. Bernard, Business Analysis and Valuation: Using Financial Statements, Text Only, Southwestern (United States), fourth edition, 2004 (Palepu). Background: Accounting is called the language of business for at least two reasons. First, accounting terms such as sales, revenues, profit, net income, costs, gross margin, expense, and capitalize are widely used in business. Any businessperson is expected to understand those terms. Second, managers rely on accounting to understand an organization’s economic condition at a point in time and its economic performance over a period of time. As a result, they use accounting information to communicate with others. Managerial Perspective on Financial Accounting will help you understand publicly available financial statements for publicly traded companies and financial statements prepared for internal use. It is also an introduction to financial statement analysis and valuation methods. The basic financial accounting methodology...

Words: 2809 - Pages: 12

Premium Essay

Merck

...UNIVERSITY OF WASHINGTON Graduate School of Business Administration Finance 553 CAPITAL INVESTMENT PLANNING Winter 2003 Professor Robert C. (Rocky) Higgins 306 Mackenzie Hall Tel: 543-4379 E-mail: rhiggins@u.washington.edu Homepage: http://us.badm.washington.edu/higgins/ (From here you’re one click from the class page) Office Hours: M, W: 10:30 – 12:00 COURSE OBJECTIVE Capital Investment Planning is a case course examining corporate investment decisions and related issues in financial strategy. The course is intended as a continuation of Finance 552, Corporate Planning and Financing, and is suitable for generalists and finance specialists who seek a solid grounding in corporate financial management. Finance 555 may be substituted for Finance 552 as a prerequisite. Principal topics include: use of discounted cash flow analysis to evaluate investment opportunities, estimating capital costs, or discount rates, capital budgeting systems and their affect on resource allocation decisions, valuing a company or division, merger analysis, corporate restructuring including leveraged buyouts, and issues in financial strategy. When you complete this course, you should be able to: Estimate an investment’s relevant costs and benefits Estimate a company's weighted-average cost of capital and understand its role in investment decision making Use discounted cash flow techniques, decision trees, and simulation to analyze investment opportunities Value (i...

Words: 3270 - Pages: 14

Premium Essay

Accounting H525: Managerial Accounting and Control

... Some supplementary items may be distributed in class or made available on the Internet. OPTIONAL MATERIALS FOR REFERENCE: Horngren, Charles T., George Foster, and Srikant M. Datar. Cost Accounting: A Managerial Emphasis. Eleventh edition. Upper Saddle River, NJ: Prentice-Hall, 2003 (or another cost accounting text) Kaplan, Robert S., and Robin Cooper. Cost and Effect: Using Integrated Cost Systems to Drive Profitability and Performance. Cambridge, MA: Harvard Business School Press, 1998. Kaplan, Robert S., and David P. Norton. The Balanced Scorecard: Translating Strategy into Action. Cambridge, MA: Harvard Business School Press, 1996. Porter, Michael E. Competitive Advantage: Creating and Sustaining Superior Performance. New York: The Free Press, 1985. Ronstadt. The Art of Case Analysis. Third edition. Lord Publishing, 1993. (1-800-525-5673) COURSE METHOD: The requiring reading for the course includes cases and chapters contained in the assigned textbook and supplementary materials. Most class...

Words: 5076 - Pages: 21

Premium Essay

Fahsf

...BGI COURSE SYLLABUS |Course Number and Title |MGT 553 Finance, Accounting, and the Triple Bottom Line I | | | | |Instructors |Kate Lancaster, PhD, CPA | | |kate.lancaster@bgi.edu | | |(W) 805.756.2922, (H-MB) 805.772.7452 | | |(H-BI) 206.780.1015, (C) 805.440.4618 | | |Toni Smith, PhD, CPA | | |toni.smith@bgi.edu | | |603.659.5108 | | |Brian Setzler, MBA, CPA | | ...

Words: 1506 - Pages: 7

Premium Essay

How to Write a Business Plan

...UNCTAD/ITE/IIA/5 UNITED NATIONS CONFERENCE ON TRADE AND DEVELOPMENT How to Prepare Your Business Plan UNITED NATIONS New York and Geneva, 2002 Note UNCTAD serves as the focal point within the United Nations Secretariat for all matters related to foreign direct investment and transnational corporations. In the past, the Programme on Transnational Corporations was carried out by the United Nations Centre on Transnational Corporations (19751992) and the Transnational Corporations and Management Division of the United Nations Department of Economic and Social Development. UNCTAD seeks to create an enabling environment for international investment and enterprise development. Its work is carried out through intergovernmental deliberations, technical assistance activities, seminars, workshops and conferences. The term “country” as used in this study also refers, as appropriate, to territories or areas; the designations employed and the presentation of the material do not imply the expression of any opinion whatsoever on the part of the Secretariat of the United Nations concerning the legal status of any country, territory, city or area or of its authorities, or concerning the delimitation of its frontiers or boundaries. In addition, the designations of country groups are intended solely for statistical or analytical convenience and do not necessarily express a judgement about the stage of development reached by a particular country or area in the......

Words: 55910 - Pages: 224

Premium Essay

Ajdfjl

...UNCTAD/ITE/IIA/5 UNITED NATIONS CONFERENCE ON TRADE AND DEVELOPMENT How to Prepare Your Business Plan UNITED NATIONS New York and Geneva, 2002 Note UNCTAD serves as the focal point within the United Nations Secretariat for all matters related to foreign direct investment and transnational corporations. In the past, the Programme on Transnational Corporations was carried out by the United Nations Centre on Transnational Corporations (19751992) and the Transnational Corporations and Management Division of the United Nations Department of Economic and Social Development. UNCTAD seeks to create an enabling environment for international investment and enterprise development. Its work is carried out through intergovernmental deliberations, technical assistance activities, seminars, workshops and conferences. The term “country” as used in this study also refers, as appropriate, to territories or areas; the designations employed and the presentation of the material do not imply the expression of any opinion whatsoever on the part of the Secretariat of the United Nations concerning the legal status of any country, territory, city or area or of its authorities, or concerning the delimitation of its frontiers or boundaries. In addition, the designations of country groups are intended solely for statistical or analytical convenience and do not necessarily express a judgement about the stage of development reached by a particular country or area in the development process.......

Words: 55792 - Pages: 224

Premium Essay

Project Management

... 2 IV. Teaching Approach 2 V. Course Material 2 VI. Grading 3 VII. Instructor's Expectation 3 VIII. Sequence of Topics 4 IX. Assignment Questions 6 I. Perspective of the Course This course will present a management perspective on the analysis and improvement of processes in both manufacturing and service operations. The improvement of processes to reduce cost and time is a critical activity in business today in order to be competitive in the market place. U.S. firms are under severe pressure to be competitive against world-wide competitors who have much lower cost structures, and well educated workforces. This course will provide tools for the analysis and improvement of operations processes. In particular, it will emphasize understanding the application of these tools in the operations environment faced by companies in both manufacturing and service operations. Many of these tools are applied in the context...

Words: 1436 - Pages: 6

Premium Essay

Business and Management

... | | |[pic] |Business Communication – SAMPLE | | |B01.2105. | | | | | | | | |Course Site found at http://sternclasses.nyu.edu | Course Overview Effective Communication is a vital component to so many aspects of business life. From investment banking to marketing, from entrepreneurship to corporate planning, understanding the techniques of business communication will be an invaluable addition to every Stern student’s portfolio of knowledge. This course is a highly-interactive and participative experience that introduces the basics of business communication strategy and delivery. Deliverables will include written documents and oral presentations based on several cases. You will present both individually and in a team and will receive feedback to improve your presentation effectiveness. In the final team......

Words: 3089 - Pages: 13

Premium Essay

Bhu123

...techniques he or she uses to manage. In practice this means that in every case there is a person who must make some decisions and take the necessary actions to implement those decisions. There is a very important role in the course for analytical tools and conceptual frameworks, but they are to be applied only to the extent that they help the manager make good decisions and develop realistic action plans that can be implemented and communicated to employees and investors. The Entrepreneurial Manager Course is structured in three modules: • • • Introduction: What is an entrepreneurial manager? Fundamentals for the entrepreneurial manager Managing the growing venture Reference Book • 「Finding Fertile Ground」 ,by Scott Shane,Wharton School Publishing Grading Policy • • • Class participation 22% Case reports and group presentation 48% Mid-term exam 30% 1 Course Topics Overview Date Subject Innovation and Entrepreneurship Entrepreneurial manager + guest speech Opportunity identification Business model and strategy Access source of financing +guest speech Entrepreneurial team and management (1) Entrepreneurial team 4/8 and management (2) +guest speech Module 3:Managing the growing venture 4/15 4/22 Reward model Mid-term case exam #4: Nantucket Nectars A note on valuation Questions entrepreneur must answer #4 #3: E Ink Building a new venture team Finding Fertile Ground Ch.8,9,10 #2: Zipcar #1: R&R Cases Readings Assign Module 1:Entrepreneurial manager......

Words: 1257 - Pages: 6

Premium Essay

Ethic

...------------------------------------------------- Giving Voice to Values: How to Speak Your Mind When You Know You Are Right. Mary C. Gentile. Yale University Press 2010 ISBN 978-0-300-16118-2 ------------------------------------------------- ------------------------------------------------- MBA Oath: Setting A Higher Standard For Business Leaders. Max Anderson and Peter Escher. The Penquin Group. 2010 ISBN 978-1-59184-335-1 Course Overview: This course will be managed more like a workshop or seminar in that the materials covered will be done in a discussion and debate format and not a lecture format. The major objective for this structure is to recognize that most often there is no "correct" or "singular" way to deal with ethical problems we can expect to encounter. The seminar structure fosters shared alternative opinions and differential thinking as to how each of us might approach any particular ethical problem can be fully explored and experienced by every member of the class. This does however, put a major responsibility on the part of the student to come to each class prepared and final grading will strongly reflect that commitment. This course utilizes classical schools of ethical thought and practices to guide business leaders as they confront a wide variety of ethical and social responsibility issues. The incorporation of internet-based real-world ethical case studies with competing values will challenge students working in teams on......

Words: 1443 - Pages: 6

Premium Essay

Finance Case

...Case 1 Warren E. Buffett, 1995 How is Berkshire Hathaway’s business composition from Exhibit 1 different or similar today? Be specific. Provide an overall statement to describe Berkshire Hathaway’s performance over time compared to the S&P 500. Can you discern a trend in the investment decisions of Mr. Buffett and are his decisions consistent with the principals learned from his mentor Dr. Graham? Based on the types of company’s that BK now owns, have the Acquisition Criteria been held to, modified, expanded upon? Is there something more to his theories? Comment on the quote “all you need to know to become a successful investor is two courses, (1) A course on how to value companies and (2) a course on human behavior”. How does Buffet’s philosophy statements on page 19 and 20 compare to what you have learned so far in your other management classes or personal experiences? What does the advice that Buffet gave the University of Florida students mean to you? Select 2 quotes on page 22 and comment on why they are meaningful to you. How has Mr. Buffet taken advantage of the recession of the past 4 years? Comment on Mr. Buffet’s quote “We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful”. By use of research, how has Buffet and his company applied this statement with their current actions? Case 2 INTUIT Your textbook on page 19 makes reference to the fact that most entrepreneurs......

Words: 949 - Pages: 4

Premium Essay

Business Continuity Plan

...Business Continuity Plan Under Development (May 2006) California State University, Stanislaus CALIFORNIA STATE UNIVERSITY, STANISLAUS BUSINESS CONTINUITY PLAN May 2006 Table of Contents INTRODUCTION I. II. III. IV. V. Incident Command System Business Impact Analysis Risk Assessment Business Plan for Localized Business Disruption Business Plan for Pandemics Page 3 Pages 4-7 Pages 8-11 Pages 12-13 Pages 14-15 Pages 16-17 Pages 18-19 Pages 20-36 Appendix IV-A: Power Outage Business Continuity Plan Appendix V-A: Pandemic Flu Business Continuity Plan 2 Final CP 5-30-06 CALIFORNIA STATE UNIVERSITY, STANISLAUS BUSINESS CONTINUITY PLAN May 2006 INTRODUCTION A Business Continuity Plan (BCP) is developed by an institution to plan for and describe how it will respond to and recover from disruptions. These disruptions can be localized threats (e.g., earthquakes, fires, floods, bombs, etc.) or global threats (e.g., Flu Pandemic). As part of the overall Emergency Operations Plan, California State University, Stanislaus has developed, and continues to refine and enhance, a Business Continuity Plan (BCP) for the University. This plan is about maintaining, resuming, and recovering the University’s activities as an educational institution. It considers human factors along with operational issues. The BCP was developed by a team of the University’s senior administrators and department managers representing all University divisions: Business & Finance, Academic......

Words: 10523 - Pages: 43