GUIDELINES FOR PREPARATION OF

CASE STUDY PAPER

GUIDELINES FOR PREPARATION OF CASE STUDY PAPER

 PGDM students in Fourth Semester are required to carry out a study

 On any real corporate problem of an Indian Company and…
 Prepare a case study paper on the same
GUIDELINES FOR PREPARATION OF CASE STUDY PAPER

 Select a case topic relevant to theory and practice of management.

 Student has choice of selecting the problem(s) for the case study of an Indian
company.
 The topic of case study should be in line with specialization area.
 Student has to ensure that the case selected for detailed study is about real
corporate situation, problem or conflict area….
 If necessary, the name of the organization, product name(s), brands and
trademarks may be masked to maintain confidentiality.
GUIDELINES FOR PREPARATION OF CASE STUDY PAPER

 Data and information is to be collected through personal interactions, desk

research and so on.
 The outcome of the detailed work done is reflected in the case study paper…
 Case study paper in structured format is to be submitted to the institute in
soft copy and two hard copies.
 Components of Case Study
 1.Title Page
 2.Declaration
 3.Table of Contents
 4.Executive Summary
 5.Introduction
 6.Overview
 7.Organization / History
 8.Analysis
 9.Status
 10.Case Solution
 11.Annexures
 12.Layout of the Case study Paper
 13.Style for References
 Components of Case Study

1.Title Page

The title page will contain the following :-

 Title of the case study,
 Name of the student,
 Institute Name and …
 Submission Date
 2.Declaration

Student has to give the following signed statement:-

 This case study paper has been entirely prepared by me and does not involve
plagiarism…
 It is my own work and has not already been published or submitted
elsewhere.
 3.Table of Contents

 The table of content will have details of section and page numbers.
 4.Executive Summary

 This section presents a synopsis of the case on hand.

 This allows readers to get a quick understanding of the case…
 Executive summary is limited to 250 - 300 words.
 5.Introduction

 Provides introduction to the case.

 It may include problem definition and….
 It may also include limitations of the case study.
 6.Overview

 In this section the student presents the case scenario and provides details
about
 The scenario,
 The organization,
 The players including management, employees, customers, channel partners,
consultants and vendors.
 The overview can also cover relevant technical or theoretical issues
encountered.
 Overview may present data and information…
 If the length of data and information is large in volume, it could be
presented in an annexure.
 7.Organization / History

 In this section student presents details about

 The organization,
 The industry vertical,
 Relevant historical background for the case,
 Past and present business performance,
 Issues and concerns,
 Conflicts and Challenges….
 There are separate sections to present problems and decision alternatives.
 8.Analysis

 In this section student presents methods deployed for analysis and results of the
analysis that was carried out during preparation of the case study.
 (i) BCG Matrix, GE Matrix, Ansoff’s Model
 (ii) Porter’s 5 Force Model,
 (iii) Blue Ocean Strategy,
 (iv) Product Life Cycle,
 (v) Brand Equity,
 (vi) Brand Extension,
 (vii) STP,
 (viii) New Product Development,
 8.Analysis

 (ix) Product Line Extension Strategy,

 (x) Diversification Strategy,
 (xi) Pricing Strategies: Cost Based Pricing strategy, Value Based Pricing
strategy, Premium Product Pricing strategy,
 (xii) Differentiation Strategy for gaining long term sustainability in business,
 (xiii) Reverse Innovation Strategy,
 (xiv) Country of Origin Strategy,
 (xv) Merger & Acquisition,
RATIO ANALYSIS

• Liquidity Ratios:
• Solvency Ratios:
Current Ratio
Debt- Equity Ratio
Quick Ratio
ROE, ROA, ROCE

• Turnover Ratios:
• Profitability Ratios: Assets Turnover Ratio
Net Profit Ratio Inventory Turnover Ratio
Gross Profit Ratio Debtors Turnover Ratio
Operating Profit ratio Creditors Turnover Ratio
Working Capital Turnover Ratio
Other Ratios
Other Income/ Total Income Long term Borrowings/Total Assets
Price Earning Ratio Cash Ratio
EPS Net Interest Margin
Price to Book Value Interest Earned On Advances
Dividend Yield Net NPA upon Net Advances
Retention Ratio Advances/Deposits
Interest Coverage Interest expended/Loans
Altmen’s Z Score Model
• Future Projections:
EVA • Cash Flows:
Free cash flows FCFF
Moving avg FCFE
Common Size Statements FCFD
Comparative Statements

• Capital Budgeting: • Corporate Valuation

NPV Trade Finance
IRR 8 models of corporate
Profitability Index valuation
CAPM
MIRR
Pay Back Period
 IMPORTANT MODELS FOR HR Function
 Maslow’s Hierarchy
 2-Factor Theory
 Expectancy Theory
 E-R-G Theory
 Theory X & Theory Y
 Mc-Cleland's theory
 Equity Theory
 Kirkpatrick Mode
 Training Need Analysis
 70-20-10 Model
 Pareto Model
 Goal Setting Theory
 Operant Conditioning
 Classical Conditioning
 Myers–Briggs Type Indicator (MBTI)
 Big Five Personality Tests
 Transactional Analysis
 Organic & Inorganic Growth
 The Iceberg Model
 360 ⁰,270 ⁰ & 720 ⁰ Appraisal
 Bell Curve Model
 Johari Window
 Competency Mapping
 Trait Theory
 Compensation Theory
 Dave Ulrich Model
 Balanced Scorecard
 Manpower Planning
 9-Box Model
 X-Model
 Hot-stove Rule
 Collective Bargaining
 Conflict Management
Important Topics covered in Analytics

Year 1
 Analytical tools and Techniques
 Basics of Analytics
 R
 Tableau
 Python
 Marketing Analytics I
 Financial Analytics I
__________________________
Year 2
 Retail Analytics
 HR Analytics
 Marketing Analytics II
 Financial Analytics II
 Operations and supply chain Analytics
 Web & Mobile Analytics
Important Topics in Systems

Semester 1 & 2
 Software engineering
 Software Project Management
 SAP – SD
 SAP – ABAP
 Business Intelligence
 Advanced Excel
 DBMS
 Cyber Security
 Cloud Computing
Important Concepts in Operations & SCM

Quality Tools
 Pareto
 Control Charts
 Histogram
 Cause & Effect (Fishbone)
 FMEA(Failure modes/ Effects Analysis)
 APQP(Advance planning for quality procedures)
 OEE(Overall effectiveness equipment)
 Gemba
 Deming’s philosophy
 TPM(Total productive maintenance)
 Six Sigma, Kaizen, Kanban
 Cost of Quality
 8 D waste Analysis
 Capability Maturity Model (CMM)
Important Concepts in Operations & SCM

Inventory Management

 EOQ & EMQ

 Inventory control Techniques
 Vendor assessment/ Management
 Selective control
 VMI(Vendor Managed Inventory)
 JIT(Just in Time)
 Variety Reduction
Important Concepts in Operations & SCM

Operations Research
 Assignment Model
 Transportation Model
 Game Theory
 Decision Theory
 LPP(Linear Programming)
 CPM & PERT(Critical Path Method)
 Queing
 SOPs(Standard operating methods)
Important Concepts in Operations & SCM

SCM (Supply chain Management)

 SCM Pipeline
 CSL(customer service level)
 Dependent & Independent Model
 Hub & Spoke Model
 Cross Docking Model, Milk Runs
 Bull whip effect
 Fisher’s Model
 SIPOC & TOC(Theory of constrains)
Important Concepts in Operations & SCM

Productivity

 VSM(Value Stream Mapping)

 SMED(Single minute exchange of dies)
 Learning Curve
 Work Study
 Ergonomics
 Standard/ Normal time
________________________
 AI
 Water/ carbon Footprints
 IOT
 Must Be Included Not to Be Included
 MARKET Size – RS./TH/Cr.  Market Capitalization

 Market Growth - %age  Share Price

 Revenue - RS./TH/Cr.  Profit or Loss

 Revenue Growth- %age  Quarter Wise Figures

 Market Share- %age

$ 1 = Rs. 70
$ 1 Bn = Rs 7000 cr
1 BN = 1000 Mn
1 Mn = Rs 10,00,000
1 Cr. = 100 Lakhs
1 Lakh = 100 Th.
 9.Status

 The status section focuses on presenting the present status with few
questions and problems associated with the case.
 At times, individuals’ quotes or statements are included as to what was done
to mitigate the problem.
 This section often defines one or more problems that need to be resolved and
the constraints to be considered.
 For example, student will describe a problem and ask the question “what
next?”
 Problem statement can lead to recommending a solution or prepare a
report…
 The student in this section can also ask “what went wrong?” and how it could
have been avoided.
 10.Case Solution

 In this section the student presents decision alternatives and rationale of

selecting the “best fit” solution considering the operational constraints…
 This section does not include the final solution.
 11.Annexures

 Additional relevant material, volumes of data and information are typically

presented as annexures.
 Annexures include exhibits, tables, graphs, image etc.
 Student must duly acknowledge source of all exhibits and annexures.
 If student has prepared the annexure by collating information from various
sources, the source is to be mentioned as self-compiled.
 12.Layout of the Case study Paper

 The Case study paper is to be submitted on A4 size format

 With 1.5 inch margin on left hand and 1 inch margin on other three sides.
 The text should be in Times New Roman 12 font size
 With heading in 16 font size
 Line spacing should be1.5
 Each section should start on a new page…
 Give References serial numbers and give details in footnotes.
 13.Style for References

 Books: Author/s, Book Title, Year, Edition, Publisher, ISBN

 Periodicals: The author/s name, year of publication, title of the article,
journal name, volume and number, and the page numbers
 Electronic: Author’s name (if available), year of publication or periodical/
newspaper’s name or the organization’s name as author followed by full title
of the document; the browser link and the date the document was accessed.
 Student may include Bibliography as Annexure.
_______________________________
 Examples of Cases

Marketing Specialization
 CASE-9: Who will Buy XYLO - Mahindra and Mahindra Automotive Sector.
 CASE-17: Oreo In India-Launching and Establishing a Global Brand in India
Using Integrated Marketing Communications Effectively.
 CASE-23: Unilever: Working Beyond the Horizon.
 Case study on Lifebuoy extending PLC
IB Specialization
 CASE-10: Kellogg’s Cornflakes in India: Finding a Platform that Connects.
 CASE-11: Nivea – Managing the Legacy Brand.