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Teaching Note Guidelines

A teaching note is a document which accompanies a case, and which typically provides other instructors with advice on how it might be used. Increasingly, a teaching note also serves as a valuable tool to aid them when they are selecting from among the thousands of cases which are now available commercially. The following are considered absolutely essential to your teaching note, and you ought to make every effort to address them adequately.
  • Case Title
    The title of a case is usually more than just the name of the organization. Indeed, if possible, it ought to encapsulate the focus of the case. Double titles (Dell: The Way Forward, for example) are not recommended.
  • Case Synopsis
    Case Synopsis is a brief but comprehensive summary of the case. It includes:
    • the context (industry and geographic region, for example),
    • the setting (the organization),
    • the situation (the crisis/emergency/problem/challenge/opportunity/decision which will drive the action-oriented task of the case), and
    • the characters.
  • Case Pedagogy
    Case Pedagogy discusses the case in terms of its use. It includes:
    • the target audience,
    • the target course/module,
    • the primary learning objectives,
    • ancillary lessons,
    • lesson plans,
    • case priming questions,
    • recommendations for classroom discussion,
    • discussion trigger questions,
    • related assignments,
    • additional readings,
    • references, and
    • case supplements (CDs, visitors, videos, printed materials).
  • Case Analysis
    Case Analysis provides a model "solution" to the case. It includes:
    • appropriate tools and techniques;
    • applicable models, concepts, theories, and frameworks;
    • example calculations;
    • alternatives;
    • advantages/disadvantages;
    • tables, graphs, charts, and other visual representations;
    • analytical procedures;
    • logical arguments; and
    • any knowledge of actual outcomes.
  • Case Experience
    Case Experience presents lessons from the case in use. It includes:
    • problems which students encounter,
    • red herrings,
    • common questions,
    • actual history of the case (if known), and
    • alternative approaches.
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