Consult your syllabus to find out what case to write your memo about. Case memos have three main parts: (1) Introduction, (2) Strategic analysis, (3) Recommendations. These parts are given in a memo in the order listed here. Each part of the memo is described below:
Introduction –In the first paragraph explain the situation facing the firm, going forward into the future.
Strategic Analysis – Your memo must include an analysis of the five outer ring components of the macro environment, a five forces analysis, a value chain analysis, an analysis of the competitive power of key resources and capabilities (VRIN), and a financial analysis^. Add other analysis from the course that illuminates particularly important issues for the firm to address (examples could include material from many different chapters, with selection of what to include based on your judgment about the importance of the issue(s) addressed). Beyond the required elements of the analysis, omit consideration of issues that illuminate little or nothing about the key issues for the firm to address, going forward. Also, omit any mention of issues about which you cannot draw conclusions because of a lack of data.
Recommendations – Write up the two to four recommendations most helpful for the organization to follow for the next few to several years. Provide a balanced perspective about the pros and cons of each recommendation you give (benefits, costs, and risks). Also, be clear about the issue(s) each recommendation is intended to address (ie: explain “why”).
^ Financial analysis is required for case memos. Omitting financial analysis would incur a severe marking penalty of either an overall “D” or “F” grade, with “F” being the default grade.
Grading Rubric:
| Graded Items | Marks |
| Introduction | 4 |
| Strategic Analysis | 10 |
| Recommendations | 4 |
| Writing* | 2 |
* As general writing tips, have few or no English errors, as otherwise your work looks sloppy. Also, conclusions for each framework and decision aids are written up on a “1-paragraph-per” basis, meaning that financial analysis gets a paragraph, 5 forces gets a paragraph, … The same principle holds for recommendations, which should be written up 1-per-paragraph. You do not need to use section headers, but if you do then please summarize key conclusions in the header.
Formatting Requirements – Use Time Roman Numeral 12 point font and the main body of the memo must be 2-3 single-spaced pages long. Appendices do not count against the page limit and you are free to insert as many as you like. I will read everything you provide, including all appendices.
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