Case Study Analysis Template
1. Case Overview
Case Title:
Company Name:
Industry:
Timeframe:
Key Players:
2. Problem Statement
Clearly define the core problem or decision the company is facing.
Example: "Should Company X expand into the Asian market, given increasing
competition in its home market?"
3. Key Facts and Data
Summarize the most important information from the case.
Include financial data, market trends, and other relevant details.
4. Stakeholder Analysis
Identify the key stakeholders (e.g., customers, employees, shareholders, competitors).
Analyze their interests, influence, and potential impact on the decision.
5. Internal Analysis
Strengths: What are the company’s competitive advantages?
Weaknesses: What are the company’s limitations or challenges?
Use frameworks like SWOT or Value Chain Analysis to organize your thoughts.
6. External Analysis
Opportunities: What external trends or factors could benefit the company?
Threats: What external challenges or risks does the company face?
Use frameworks like PESTEL or Porter’s Five Forces to analyze the external
environment.
7. Financial Analysis (if applicable)
Analyze financial statements (income statement, balance sheet, cash flow statement).
Calculate and interpret key financial ratios (e.g., profitability, liquidity, solvency).
Identify trends or red flags in the financial data.
8. Alternatives and Solutions
Brainstorm at least 2-3 possible solutions to the problem.
Evaluate each alternative based on:
o Feasibility
o Cost and resources required
o Risks and rewards
o Alignment with company goals
9. Recommendations
Choose the best solution and justify your choice.
Provide a clear and actionable recommendation.
Example: "Company X should enter the Asian market by forming a joint venture with a
local partner to mitigate risks and leverage local expertise."
10. Implementation Plan
Outline the steps required to implement the recommendation.
Include timelines, resources, and key milestones.
Address potential risks and how to mitigate them.
11. Conclusion
Summarize the key points of your analysis.
Reiterate the importance of your recommendation.
Example of a Completed Template (Simplified)
1. Case Overview
Case Title: Netflix’s Expansion into International Markets
Company Name: Netflix
Industry: Streaming Services
Timeframe: 2015–2020
Key Players: Netflix management, local competitors, content creators.
2. Problem Statement
Should Netflix continue its aggressive expansion into international markets, or focus on
consolidating its position in existing markets?
3. Key Facts and Data
Netflix had 200 million global subscribers in 2020.
International markets accounted for 60% of new subscribers.
High competition from local players like Hotstar in India.
4. Stakeholder Analysis
Customers: Demand localized content.
Shareholders: Expect growth and profitability.
Competitors: Local players with strong market knowledge.
5. Internal Analysis
Strengths: Strong brand, vast content library, data-driven decision-making.
Weaknesses: High debt levels, dependence on licensed content.
6. External Analysis
Opportunities: Growing internet penetration in emerging markets.
Threats: Regulatory challenges, cultural differences.
7. Financial Analysis
Revenue growth: 25% year-over-year.
Debt-to-equity ratio: 1.5 (high leverage).
8. Alternatives and Solutions
Option 1: Continue aggressive expansion.
Option 2: Focus on consolidating existing markets.
Option 3: Partner with local content creators.
9. Recommendations
Netflix should continue its international expansion but focus on creating localized content
to attract and retain subscribers.
10. Implementation Plan
Invest in local content production.
Form partnerships with regional players.
Monitor regulatory changes in target markets.
11. Conclusion
Netflix’s international expansion is critical for growth, but it must address localization
and regulatory challenges to succeed.
Tips for Students Using the Template
1. Be Concise: Focus on the most relevant information.
2. Use Frameworks: Apply SWOT, PESTEL, Porter’s Five Forces, etc., to structure your
analysis.
3. Support with Data: Use facts and figures from the case to back up your arguments.
4. Think Critically: Consider multiple perspectives and potential risks.
5. Practice: Use the template repeatedly to build confidence and improve your analytical
skills.
