CASE REPORT WORKSHEET

Please answer each of the items on the form below, and then proceed to the analysis activity that follows.

Name _________________ Work phone _________________

Describe a challenging situation you have faced or are currently facing as a supervisor. There are several reasons why the situation may be challenging:

• It was unusual.

• Even though it was usual, you were not sure what to do about it.

• The demands or conditions were complicated.

There could be other reasons. The situation could be a problem or an opportunity. It might involve an individual or group you manage directly, or someone you do not manage at all. Use the reverse of this page or attach additional paper if you need more writing space.

1. Identify the people who were involved: use job titles (no names) and describe each person’s age, gender, years in current position, and/or any other relevant characteristics.

___________________________________________

2. Describe the nature of the situation. What is going on? What is happening? What is the performance issue?

___________________________________________

3. What was your role? What did you do, and what happened?

___________________________________________

4. What was the conclusion, or what is the current status?

Analyzing a Case:
A General Strategy

A case is a story that describes a problematic incident, event, or situation. It typically reports in-depth information about certain aspects of the situation while under-reporting other aspects and its conclusion is commonly left open ended. The mission of case analysis is to make sense of the given material and to identify appropriate actions for handling the case situation.

Successful case discussions begin with an analysis of the key issues in the case. The analysis then serves as the basis for defining the most desirable outcomes and considering what options are available. This process usually results in a diversity of opinion as participants view the case situation from their unique perspectives, stressing different values and promoting different outcomes. Such diversity of opinion is the strength of the group case exercise. Participants should value these differences, recognizing them as essential to learning, and make a special effort to encourage new opinions about the case. As a result, the case exercise will become an even more profitable learning experience.

CASE ANALYSIS WORKSHEET

1. What are the key issues or problems of the case?

2. Prioritize the issues or problems.

1)

2)

3)

3. Is it necessary to identify the cause of the problem?

4. Brainstorm the available options.

5. Select the optimum solution.

6. Describe how it should be implemented.

Discuss your findings and insights as a group.