Case analysis is the foundation of business education at many educational institutions. However, there are significant challenges related to the use of cases with particular types of students, in courses with specific structural elements, and with a lack of guidance provided to students. While working with practicing managers, small business owners, and students, I developed a set of templates to aid in the assessment of a firm’s internal workings (to be used in conjunction with other templates addressing environmental, competitor, industry, and other factors). These internal analysis templates provide a structure that is systematic yet adaptable and has improved the quality of analysis and strategic insight demonstrated by student users. In this paper, I provide a copy of the templates, describe their structure and use, provide an example of a partially completed template, and discuss possible modifications and extensions.
Dobbs, Michael E.
"Internal Analysis in Practice: Templates for Firm and Case Analysis,"
Journal of the North American Management Society: Vol. 7:
1, Article 4.
Available at: https://thekeep.eiu.edu/jnams/vol7/iss1/4