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MBA PRESENTATION

This is a generic business case study presentation template for business students

Agenda

  • Problem & solution
  • Executive summary
  • Brief history
  • Industry analysis
  • Company analysis
  • Alternatives
  • Implementation

Problem & Solution

  • Frame the “problem statement” as a question.
  • Put your recommended solution on this slide.
  • You’ll sometimes see the solution presented at the end
    of a presentation, but at the beginning is better. Why?
  • Putting the solution right after the problem makes you
    confirm that your solution actually addresses the
    problem at hand.
  • No surprises. If the audience knows your solution off
    the top, the rest of the deck should walk through how
    you came to that decision; it’s easier for them to follow
    your line of reasoning.

Executive Summary

The executive summary is a single slide that contains the
key points from the rest of the presentation. The idea is an
executive who doesn’t have time to sit through your whole
presentation can look at this, understand the problem,
what’s driving the problem, your solution and why it will
work. Do this slide last, always.

  • Problem facing your company, our proposed solution
  • Market data backs up our solution (cite briefly)
  • Competitors are all doing X
  • This is because the industry is doing Y
  • We need to catch up to X, we need to excel at Y
  • If we do this, we can expect this outcome
  • Here is how we do it

BRIEF HISTORY

Business Key Points

  • This is a “state of current affairs” slide. It sets up how the
    company has been doing. The next slide (key challenge)
    highlights why this needs to change.
  • Bullet points on this slide highlight key points about the
    company that are relevant to the business challenge at
    hand.
  • Don’t fill with irrelevant information. Remember in most
    MBA case scenarios, you are the consultant, and you’re
    presenting to the board. You don’t need to tell the board
    what they know about their business.

Key Challenge

  • This slide should show a major challenge the company isfacing.
  • Use a chart to show the key challenge, which could bemany things. Examples:
  • That they’re underperforming compared to competitors
  • They’re losing market share
  • Industry is consolidating
  • The market has changed because of X
  • There are many things which could be a key challenge.
  • Pick the main one, then communicate the challengesuccinctly.

INDUSTRY ANALYSIS

This Section

The industry analysis section should highlight trends in the
industry that:

  • Put pressure on the company in question
  • Have created the challenge you’re solving
  • Are disrupting or sustaining the industry
  • Use standard industry analysis frameworks (PEST,
    strategy canvas, Porter’s five forces and generic
    strategies, etc.) whichever are relevant to your case.
  • Use also charts, graphs and quotes
  • Examples on the next two slides can be used, or other
    frameworks, as needed for your specific case.
  • Delete this slide for your actual work

Macro-Environmental Analysis

Macro-Environmental Analysis

Financial Performance

A simple-to-read slide (or two) with how the company is
performing against its competitors (remember this is the
industry section)

  • Use industry benchmarks
  • Can get information from company reports or Reuters,
    Google Finance, etc.
  • Don’t overwhelm them with numbers– only put numbers
    in that you’ll speak about and that matter to the
    challenge
  • Use graphs and charts to bring order and increase
    readability

COMPANY ANALYSIS

The company analysis section should show where the
company is setup to meet the challenge and where they’re
not.

  • Use standard industry analysis frameworks that apply to
    your situation (SWOT, product life cycle, value chain,
    resources and capabilities, financial ratios, Ansoff
    Matrix, etc.)
  • Use also charts, graphs and quotes
  • I’ve included some examples on the next few slides of
    frameworks you could use, but there are many many
    more. Use what makes sense for the case you’re doing.
  • Again, delete this slide for your actual work

Key Success Factors

This is a simple framework from the book Contemporary
Strategy Analysis by Robert M. Grant. You don’t need to
use it, but it’s one way to show key success factors in the
problem you’re solving.
The data in the cells are example only to illustrate how the
framework can be used. Replace the information for your
own case.

 CUSTOMERS WANT  COMPETITION
PROVIDES
 KEY SUCCESS
FACTORS
 Feature  How other competitors
are fulfilling feature
 What needs to be place
for that feature to
happen
 Smartphones at
reasonable prices
 Partner with carriers to
offset handset costs
 Carrier deals in multiple
markets
 Products that are easy
to use
 Good Interface /
touchscreen technology
 User testing, UX
professionals,
prototyping

SWOT

Favourable   Unfavourable
 Internal  Strengths
• Internal company strength
 Weaknesses
• An internal company weakness
 External  Opportunities
• An industry opportunity
that the company can take
advantage of
 Threats
• An industry trend that the
company can’t take advantage of
• An industry trend that could
threaten the company

ALTERNATIVES (OPTIONS)

The alternatives section should demonstrate you did your
homework. You looked at three (always three!) possible
solutions and you picked the best one.
Alternatives should follow the mutually exclusive and
collectively exhaustive (MECE) principle.
Always list the solution that you came up with third, as it
will then be top of mind when you present your
implementation plan.

Key Issues / Decision Criteria

  • Recap the key challenge
  • List additional key issues that fall under this challenge
  • The key issues become your decision criteria (otherwise
    you’re not solving the issues)

Key Issues and Related

Solutions
A chart with checkmarks shows at-a-glace which option
best solves the key issues / decision criteria.

Key Issues and Related Solutions

 

IMPLEMENTATION

The implementation section should cover:

  • Risks to your plan and also plans to mitigate those risks
  • High level timeline to implement the plan
  • A communications priority plan. I use a matrix, but you
    don’t need to. So long as you show which groups you’re
    going to keep informed of your plan and how much effort
    it will take.
  • Delete this slide in your actual presentation

Risks & Mitigation

List the challenges that would prevent the company from
successfully executing your proposed solution

  • List risk mitigation strategies for every challenge.
  • Don’t skip obvious risks if you don’t have a way to
    mitigate the risk, it’ll make it seem like you missed the
    obvious. Think of a way you could mitigate every risk,
    even if that means the mitigation plan is further research
    and study to understand how to overcome it.
  • Don’t list superfluous risks– just ones that matter.

Implementation Timeline

Implementation Timeline

Communication Plan

Communication Plan

RECAP

Use this slide to quickly recap your
solution– don’t go over the problem again.
Highlighting the positive outcomes is good
as you just talked about risks, so reinforcing
why your solution is the best one is a good
tactic at this point.