This is a generic business case study presentation template for business students
- Problem & solution
- Executive summary
- Brief history
- Industry analysis
- Company analysis
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.
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
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
- 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.
- 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.
The industry analysis section should highlight trends in the
- 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
A simple-to-read slide (or two) with how the company is
performing against its competitors (remember this is the
- 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
- Use graphs and charts to bring order and increase
The company analysis section should show where the
company is setup to meet the challenge and where they’re
- Use standard industry analysis frameworks that apply to
your situation (SWOT, product life cycle, value chain,
resources and capabilities, financial ratios, Ansoff
- 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
|CUSTOMERS WANT|| COMPETITION|
| KEY SUCCESS|
|Feature|| How other competitors|
are fulfilling feature
| What needs to be place|
for that feature to
| Smartphones at|
| Partner with carriers to|
offset handset costs
| Carrier deals in multiple|
| Products that are easy|
| Good Interface /|
| User testing, UX|
• Internal company strength
• An internal company weakness
• An industry opportunity
that the company can take
• An industry trend that the
company can’t take advantage of
• An industry trend that could
threaten the company
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
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
A chart with checkmarks shows at-a-glace which option
best solves the key issues / decision criteria.
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.
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.