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Objectives Of A Business Case Study

Aims and objectives

Business activity is focused around the achievement of business aims and business objectives.

A business aim is the goal a business wants to achieve. A primary aim for all business organisations is to add value and in the private sector this involves making a profit. More strategic aims include expansion, market leadership and brand building.

A business objective is a detailed picture of a step you plan to take in order to achieve a stated aim. These need to be SMART in order for the business to know what progress it has made towards achieving the objective:

Specific - clear and easy to understand.

Measurable - i.e. able to be quantified.

Achievable - possible to be attained.

Realistic - not 'pie in the sky'.

Time bound - associated with a specific time period.

Public sector organisations like the Inland Revenue set objectives for service, such as processing customers' tax returns within a given time period.

Private sector organisations like Kelloggs might set objectives for customer satisfaction, and effectiveness in handling customer orders within a given time period.

Objectives within an organisation are established at a number of levels from top level corporate objectives, down to team objectives and individual objectives that create a framework for operational activities. These are often translated into targets which help to motivate staff in reaching short-term goals.

Objectives therefore provide a clear structure for all of the various activities that an organisation carries out. By measuring how well an objective has or has not been achieved, managers can make necessary changes to their activities to ensure progress and achievement of the stated objectives are made within the timescale allocated.




DPA; LL.B(Hons); Dip. M. Mgmt; M.Sc. (Prjt. Mgmt.);

AMIM; Advocate and Solicitor, MMAP




In most universities especially in Master’s Programme or in any other higher learning institution, one of the subjects that students should take is “Case Study”.When the “Case Study” become one subject or paper in the said programme, then it is usually a non-examination paper.Then the teacher (lecturer or Professor) concerned hopes his students will produce a quality Case Study.But the question is:How to do a quality Case Study?


In our working environment our organization (firm/company or any other corporate body, government agency, statutory body etc.) sometimes (if not most of the time) ask us to do case study or case analysis for the said organisation’s own purposes.


The above two reasons (and/or some other reasons) is the answer as to why we do “Case Study”.




Phrase “Case Study” contains two words: “Case” and “Study”.What is the “Case” and what is “Study” and what is the case to be studied?What is the difference between “a Case Study” and an ordinary assignment?


One of the perspectives as regards to a branch of numerous case studies, Donnelly J.H., Gibson J.L. & Ivancevich J.N. state,1


“This type of research design attempts to examine numerous characteristics of a person or group over an extended period of time.Since the result achieved by a case study are usually based on a sample of one, the user cannot be certain as to their generality. Most cases studies raise questions for future research”.


For our intent and purposes, a Case Study is an attempt to examine a specific case (occasion, event, incident, person, or any specific subject-matter) over a specific period of time.It based on a specific sample.




For students, the purpose or objective of doing Case Study is to allow students with real expertise and understanding, as well as judgement to excel.


Case Study (or sometimes called “Case Analysis”) requires the students to take risks, make judgements in uncertain situations, and to propose and select from multiple possible options, none of which may be “right” or “wrong”.2


Case Study also a case as is true in real-world, on-the-job settings.3For example, in strategic management in business, cases are typically records of actual business stuations, rather than problems that are preformulated for students to solve.The organisations, its history, and current situation are typically described, and it is left to the student to analyse what course of action the organisation should pursue.The students are put in the position of managers who must develop alternatives and propose specific actions for the firm.4


One example in real-world, as case study comparison of MAUT (multi attribute theory) with the AHP (analytic hierarchy process) use to evaluate and select the next generation of rough-terrain cargo handlers.5





A Case Study can be done individually or as a group Case Study – a Case Study done by a group of persons.We have “freedom to choose” either to do it by private individual or by a group (meaning that by persons comprising more than one),But, according to David F.R.6 strategy-formulation, implementation and evaluation decisions are commonly made by a group of individuals rather than by a single person.


Therefore, it is most advantageous (and advisable), to do Case Study by a group of individuals.As a group, members of a team, differ in their aversion to risk, their concern for the short-run versus long-run, their attitudes towards social responsibility and other key factors.7But to have the best working group, each and every member of the group should have these elements:8


·        Always remember, there are no perfect people, so there are no perfect strategists;

·        Use facts, figures, analyses and charts to support the group ideas;

·        Be open-minded to others views (no monopolies please); and

·        Be both a good listener and a good contributor.







The Objective


The very first thing to remember is:No willful action is possible without intention, so intention is necessary.9Before we conduct a Case Study, let us set our mind:What is the purpose (or intention) or the objective(s) of this Case Study?Is it only to fulfill one of the requirements for our Master’s Degree, or for our company/organization?


Whatever the objective or the purpose is, the firm/company or organization or the teacher (lecturer or professor) expects (or hopes) that we will produce a quality, valuable, matured and reach a minimum standard (at least) final product, that it is highly probable can be used as a guideline in solving a problem, giving some alternatives for plan of action, etc.


The Subject-Matter


The second question is:What is (usually) or are (occasionally) the specific subject-matter(s) of the said Case Study?Or, what is the subject (something to be talked or written about or studied) to which though or attention is given?According to Digman L.A.10, it is important to gain an appreciation of the overall situation initially, as well as to learn what information is contained in the case, and in analyzing a case, on orderly, step-by-step approach often is helpful.We have to jot down the key points and issues that come to mind.11


To make it clearer, let us take the following example:


q       Road accidents are not a subject-matter for a Case Study, although we can do a study on it.


A road accident occurred on 23 March 2000 at Km 35.5 North-South Highway is a case but is it suitable (or reasonable) to study?But, a road accident involving a motor-lorry bearing registration number ABCD1234 carrying 40 passengers and a motor-bus bearing registration number XYZ 8910 carrying 20 tons of sugar cane on 23 March 2000 at about 2.35 am at KM 35.5 North-South Highway probably an interesting case to be studied.The subject-matters of the above case are:


(i)          a motor-lorry carrying passangers

(ii)        a motor-bus carrying sugar canes

(iii)      the highway (with a dual-separated-lane carriageway)

(iv)       occurred at about 2.35 am

(v)         etc.


Facts should be searched on the above mentioned matters.


Whatever the subject-matter(s) is (or are) always remember the Pareto Principle12 in determining the subject-matter:


“The few having the greatest importance and the many having little importance”


In short, without subject-matter(s), there will be no Case Study!


And, in addition, please also bear in mind that firstly we have to recognize that most of the information in a case is established fact (and do not include opinion, judgements, and beliefs)13.


Problem Statement


“Problem Statement” means statement identifies the main problem to be examined (in the analysis)14 (or in the Case Study).


According to Rowe, A.J., it is important to avoid pitfalls, such as confusing symptoms with problems; making premature evaluations; accepting informating at face value; and applying old stereotypes to new problems.The problem has to be stated explicity (i.e. clearly and fully expressed).The statement should also include any assumptions to be made in the analysis.16


Analyzing the Data or Facts


This is an actual first step in doing Case Study.We have to acquire relevant and important facts or data as much as we can to be used in analyzing the case.Importing the words of a group of writers17,


“Relevant data (or facts)18 might be information about environmental issue, current economic conditions in the (construction)19 industry, market share, competitive strategy, customer reaction, available funding, profit, government regulations, productive capacity, work performance and managerial style”.


This list can be added to includes labour (availability skilled and unskilled), working evironment, political stability, and etc.


In analyzing facts, as we’ve already mentioned, we need only relevant facts or data.One fact is relevant when it renders the existence of other fact probable or improbable.It is a matter of common sense and experience of each and everyone of us.


In order to have only relevant important facts (or data), it was suggested that we apply (and digest) through this “window”.

















The next thing to do with the facts or data is the methods used to analyze these kinds of data or facts.


We can use a number of different methods to analyze data or facts – but usually past relevant experience in the specific field is valuable – by applying creative problem-solving or by estimating the risk.To list some of it are:


SWOT analysis;

Environmental scan;

SPACE analysis;

Critical success factors;

Sustainable growth; or

Organisation life cycle, etc.


The bottom line is:It is our own responsibility to analyze data or facts (No delegation of responsibility please!).It is also possible to adapt “decision tree20” or Ishikawa21 process in analyzing the facts or data according to priority of its importance and relevancy.




At the end of analysis process, we will come to the conclusion.We shall draw conclusion(s) based on our analysis, information, and also assumption (ie. logical assumption).Digman L.A.22advise us to determine alternatives and their likely outcomes.At the end we shall make recommendations.23


In giving recommendation(s), some writers24 suggest that we have to submit alternative view and not only to get (the discovery) of “one-best-way” management principle.25This is known as “case view” in which managers face the task of determining what methods will “work in every new situation.In “case view”, the principle is that, every situation is unique (in the eyes of the managers), as shown below26:







It is the managers’ task to determine alternatives and their likely outcomes.


In giving recommendation be prepared to give reason(s) (or to give justification) to our recommendation(s).Be prepared to defend ourrecommendation(s) under critical questioning27 (by the lecturer, or by organization’s leaders or their stake-holders, as the case applies).




“Presentation” connotes “submission”.In ordinary term, “submission” means put forward for opinion, discussion, decision, etc.For our purpose, it is not a technical or legal term.


Presentation can be in the form of “oral presentation” or “written presentation” – Each of it has its own advantageous and disadvantageous.And it may be in the form of discussion or only one-way presentation!When we are preparing written presentation, generally the report are more structured and more detailed compared with oral presentation.


In our presentation, especially written presentation, it is recommended that our presentation contains the following four sections28:


·        Background of the case,

·        Our analysis,

·        Alternatives and Recommendation, and

·        Implementation Plan


Written presentation usually accompanies by an “Executive Memo”, especially when we present our case to top management, board of directors or to stake-holders.According to Rowe A.J.29 executive memo (or executive summary) serves two purposes:


(i)     It is a concise way of summarizing the findings and recommendations of the case analysis.Its one-page form forces the writer to address the issues clearly and succintly.


(ii)   It emphasizes that the case analysis is only a basis for arriving at viable strategic alternatives.The final choice involves a number of considerations, not the least of which is the active involvement of the CEO.




Doing case study seems that not of an easy job. Unlike doing ordinary written assignment or homework, doing case study claims the efford, energy, intellect minds and timeconsuming in order to acquire fact, to analyse it and to put recommendations.It is a structured well-framed and “an intellectual property” for us.Are we prepared for it?


Importing words of Drucker, P.F.30,


“Only a clear definition of the mission and purpose of our (case study31) makes possible clear and realistic of a (case study32) objectives.It is the foundation for priorities, strategies, plans, and the work assignments.It is the starting point for (us33) ….. Structure follows strategy.Strategy determines what the key activities are in a given bussiness34.And strategy requires knowing “what our business is and what it should be!”



1Donnelly, J.H., Gibson, J.L. & Ivoncevich J.N., 1984, Fundamentals of Management, 5th Edition, Texas: Business Publication Inc., P. G3; Definition probably more suitable in case studies relating to personnels, management style, etc.


2Digman, L.A., 1990, Strategic Management-Concepts, Decision, Cases, 2nd Edition, Boston: Richard D. Irwin Inc., p.428.






5Shtub, A., Band J.F. & Globeson, S., 1994, Project Management, Engineering, Technology and Implementation, Eaglewood:Prentice-Hill, pp. 192-208.


6David, F.R., 1986, Cases in Strategic Management, Ohio:Merrill Publishing Co., p. 5.



8Ibid, Version with modification.


9Al-Hadith told by Bukhari and Muslim (“Niyya”, ie. intention of performing).


10Op. cit., footnote 2, at p. 429.


11This the procees of skimming the case to gain the overall perspective – ibid.


12By Villefredo Pareto, 18th Century – a study of the distribution of wealth in Milan, found that 20% of the people controlled 80% of the wealth – see Aquilano N.J. & Chase R.B., 1991, Fundamentals of Operation Management, Boston: Richard D. Irwin Inc., p. 457.


13David, F.R., op.cit, footnote 6, p. 4.


14Rowe, A.J.,, 1989, Strategic Management:A Methodological Approach, 3rd. Edition, Reading, Massachusets:Addison – Weley Publishing Co., p. 30.






17Ibid, p. 31


18Emphasis added.


19Emphasis added to suit this paper.


20Field M. & Keller L., 1998, Project Management, Boston:The Open University, p. 53.


21Meaning “fish-bones” process.


22Op. cit.Footnote 2, at p. 429.


23Meaning that “suggest as wise or suitable”.


24For example, Daft R.L., 1994, Management, 3rd. Edition, Orlando:Harvard Brace College Publication, pp. 60-61; David, R., op. cit., Footnote 6, at p. 5.




27Digman, L.A., op. cit., footnote 2, at p. 429-430.


28Ibid., p. 430 (with modifications).


29Rowe A.J., et. Al., footnote 15, at p. 33.


30Drucker, P.F., “Management: Tasks, Responsibilities, Practices” in The Best of Business Books, The World Executive’s Digest Library, 1989, at p. 13.


31Emphasis added, with modification.


32Emphasis added.


33Emphasis added.


34In our case, is our “Case Study”.