An Outline for a Written Case Report

Executive Summary

• Brief - one page or less

• Summarizes the main problem(s) and/or task

• Outlines the conclusion and key recommendation(s)

Situation Analysis and Problem Identification

• Situation analysis (e.g. SWOT, PESTEL, Porters Five Forces, etc. as appropriate)

• Brief description of key decisions or issues to be addressed

• Importance / priorities / stakeholder preferences

• Key success factors in the industry

• Constraints (e.g. financial, physical, human resources, etc.)

Alternatives and the Detailed Analysis

• Identification of the alternatives for each major problem / decision

• Decision criteria

• Quantitative analysis

• Qualitative analysis

• Advantages and disadvantages of each alternative

Recommendations

• Identify the preferred alternative(s) and briefly summarize why

• Identify predicted outcomes and connection to the company’s mission / vision / strategy

Action Plan

• Action plan includes how, by whom, and when the recommendations will be implemented

• How will you deal with the minor operational issues and mitigate any potential negative consequences of your chosen direction?

Exhibits

• Schedules, pro-forma statements, details of assumptions, budgets, cost analysis, etc.

• Remember, all exhibits should be clearly referred to in the body of the report

Please complete either Case #1 or Case #2

Case 1

Case2

  
 
 
 
 
 
 
 

ACCT3335 - Fall 2021 Windsor Caf and Bakery It's September, 2021 and Katherine MacDonald has a decision to make. She owns Windsor Caf and Bakery, located in Wind- sor, Nova Scotia. It has been a busy local meeting and eating spot for many years but unfortunately, Katherine has never made a lot of money with the business and the lease will be expiring at the end of the year. While she is finally starting to see a light at the end of the pandemic tunnel, she also thinks it may be time to think more carefully about her future in the food service industry. Katherine is considering closing down the caf to work from home as a caterer instead. The Location Windsor is a small town of just 5,000 people but it is only 60 km from Halifax, the largest city in Atlantic Canada, and is consid- ered to be one of the most historic towns and service hubs leading into the Annapolis Valley. It is also just 25 km from Aca- dia University and the several wineries in the area that draw thousands of tourists as well as many weddings and other events each year. The caf is located in a 150 year old building in downtown Windsor near the railway museum and several other shops and services. When Katherine moved in she signed a ten year lease which expires at the end of December this year. If she renews the lease, she is expecting at least a 20% increase in the current lease payments of $1,875 per month. The Caf Katherine has always had a passion for baking. From a young age she has created her own recipes and been a popular invitee to any pot-luck. Her dream had always been to own her own shop and when the owners of the Windsor Caf and Bakery de- cided to retire ten years ago she jumped at the opportunity. By continuing to offer the classic sandwiches, soups and desserts of the previous owners and slowly introducing some changes of her own she has been able to keep the regular clientele happy and slowly modernize the look of the bakery and the menu at the same time. One aspect that Katherine was quite happy about was that the two full time staff members who were there when she started are still working with her.