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The case method is a teaching approach that uses decision-forcing cases to put students in the role of people who were faced with difficult decisions at some point in the past. It developed during the course of the twentieth-century from its origins in the
casebook method A casebook is a type of textbook used primarily by students in law schools.Wayne L. Anderson and Marilyn J. Headrick, The Legal Profession: Is it for you?' (Cincinnati: Thomson Executive Press, 1996), 83. Rather than simply laying out the legal do ...
of teaching law pioneered by Harvard legal scholar
Christopher C. Langdell Christopher Columbus Langdell (May 22, 1826 – July 6, 1906) was an American jurist and legal academic who was Dean of Harvard Law School from 1870 to 1895. As a professor and administrator, he pioneered the casebook method of instruction, whi ...
. In sharp contrast to many other teaching methods, the case method requires that instructors refrain from providing their own opinions about the decisions in question. Rather, the chief task of instructors who use the case method is asking students to devise, describe, and defend solutions to the problems presented by each case.


Comparison with the casebook method of teaching law

The case method evolved from the
casebook method A casebook is a type of textbook used primarily by students in law schools.Wayne L. Anderson and Marilyn J. Headrick, The Legal Profession: Is it for you?' (Cincinnati: Thomson Executive Press, 1996), 83. Rather than simply laying out the legal do ...
, a mode of teaching based on Socratic principles pioneered at
Harvard Law School Harvard Law School (HLS) is the law school of Harvard University, a Private university, private research university in Cambridge, Massachusetts. Founded in 1817, Harvard Law School is the oldest law school in continuous operation in the United ...
by
Christopher C. Langdell Christopher Columbus Langdell (May 22, 1826 – July 6, 1906) was an American jurist and legal academic who was Dean of Harvard Law School from 1870 to 1895. As a professor and administrator, he pioneered the casebook method of instruction, whi ...
. Like the casebook method the case method calls upon students to take on the role of an actual person faced with a difficult problem.


Decision-forcing cases

A decision-forcing case is a kind of decision game. Like any other kinds of decision games, a decision-forcing case puts students in a role of person faced with a problem (often called the "protagonist") and asks them to devise, defend, discuss, and refine solutions to that problem. However, in sharp contrast to decision games that contain fictional elements, decision-forcing cases are based entirely upon reliable descriptions of real events. A decision-forcing case is also a kind of case study. That is, it is an examination of an incident that took place at some time in the past. However, in contrast to a retrospective case study, which provides a complete description of the events in question, a decision-forcing case is based upon an "interrupted narrative." This is an account that stops whenever the protagonist finds himself faced with an important decision. In other words, while retrospective case studies ask students to analyze past decisions with the aid of hindsight, decision-forcing cases ask students to engage problems prospectively.


Criticisms of decision-forcing cases

After corporate scandals and the
2008 financial crisis The 2008 financial crisis, also known as the global financial crisis (GFC), was a major worldwide financial crisis centered in the United States. The causes of the 2008 crisis included excessive speculation on housing values by both homeowners ...
, the case method was criticized for contributing to a narrow, instrumental, amoral, managerial perspective on business where making decisions which maximise profit is all that matters, ignoring the social responsibilities of organisations. It is argued that the case method puts too much emphasis on taking action and not enough on thoughtful reflection to see things from different perspectives. It has been suggested that different approaches to case writing, that do not put students in the ‘shoes’ of a manager, be encouraged to address these concerns.


Role play

Every decision-forcing case has a protagonist, the historical person who was faced with the problem or problem that students are asked to solve. Thus, in engaging these problems, students necessarily engage in some degree of role play. Some case teachers, such as those of the Marine Corps University, place a great deal of emphasis on role play, to the point of addressing each student with the name and titles of the protagonist of the case. (A student playing the role of a king, for example, is asked "Your Majesty, what are your orders?") Other case teachers, such as those at the Harvard Business School, place less emphasis on role play, asking students "what would you do if you were the protagonist of the case."


Historical solution

After discussing student solutions to the problem at the heart of a decision-forcing case, a case teacher will often provide a description of the historical solution, that is, the decision made by the protagonist of the case. Also known as "the rest of the story", "the epilogue", or (particularly at Harvard University) "the 'B' case", the description of the historical solution can take the form of a printed article, a video, a slide presentation, a short lecture, or even an appearance by the protagonist. Whatever the form of the description of the historical solution, the case teacher must take care to avoid giving the impression that the historical solution is the "right answer." Rather, he should point out that the historical solution to the problem serves primarily to provide students with a baseline to which they can compare their own solutions. Some case teachers will refrain from providing the historical solution to students. One reason for not providing the historical solution is to encourage students to do their own research about the outcome of the case. Another is to encourage students to think about the decision after the end of the class discussion. "Analytic and problem-solving learning," writes Kirsten Lundgren of Columbia University, "can be all the more powerful when the 'what happened' is left unanswered.


Complex cases

A classic decision-forcing case asks students to solve a single problem faced by a single protagonist at a particular time. There are, however, decision-forcing cases in which students play the role of a single protagonist who is faced with a series of problems, two or more protagonists dealing with the same problem, or two or more protagonists dealing with two or more related problems.


Decision-forcing staff rides

A decision-forcing case conducted in the place where the historical decisions at the heart of the case were made is called a "decision-forcing staff ride." Also known as an "on-site decision-forcing case", a decision-forcing staff ride should not be confused with the two very different exercises that are also known as " staff rides": retrospective battlefield tours of the type practiced by the United States Army in the twentieth century and the on-site contingency planning exercises (Stabs Reisen, literally "staff journeys") introduced by
Gerhard von Scharnhorst Gerhard Johann David von Scharnhorst (12 November 1755 – 28 June 1813) was a Hanoverian-born general in Prussian service from 1801. As the first Chief of the Prussian General Staff, he was noted for his military theories, his reforms of the Pru ...
in 1801 and made famous by the elder Hellmuth von Moltke in the middle years of the nineteenth century. To avoid confusion between "decision-forcing staff rides" and staff rides of other sorts, the Case Method Project at the Marine Corps University in Quantico, Virginia, adopted the term "Russell Ride" to describe the decision-forcing staff rides that it conducts. The term is an homage to Major General
John Henry Russell Jr. John Henry Russell Jr. (November 14, 1872 – March 6, 1947) was a Major general (United States), major general and 16th Commandant of the United States Marine Corps, Commandant of the Marine Corps. His only child was Brooke Astor, a noted p ...
,USMC, the 16th
Commandant Commandant ( or ; ) is a title often given to the officer in charge of a military (or other uniformed service) training establishment or academy. This usage is common in English-speaking nations. In some countries it may be a military or police ...
of the
United States Marine Corps The United States Marine Corps (USMC), also referred to as the United States Marines or simply the Marines, is the maritime land force service branch of the United States Department of Defense. It is responsible for conducting expeditionar ...
and an avid supporter of the applicatory method of instruction.


Sandwich metaphors

Decision-forcing cases are sometimes described with a system of metaphors that compares them to various types of sandwiches. In this system, pieces of bread serve as a metaphor for narrative elements (i.e. the start, continuation, or end of an account) and filling of the sandwich serves as a metaphor for a problem that students are asked to solve. A decision-forcing case in which one protagonist is faced with two problems is thus a "triple-decker case." (The bottom piece of bread is the background to the first problem, the second piece of bread is both the historical solution to the first problem and the background to the second problem, and the third piece of bread is the historical solution to the second problem.) Similarly, a decision-forcing case for which the historical solution is not provided (and is thus a case with but one narrative element) is an "open-face" or "smørrebrød" case. A decision-forcing case in which students are asked to play the role of a decision-maker who is faced with a series of decisions in a relatively short period of time is sometimes called a "White Castle", "slider" case. or "day in the life" case.


Case materials

Case materials are any materials that are used to inform the decisions made by students in the course of a decision-forcing case. Commonly used case materials include articles that were composed for the explicit purpose of informing case discussion, secondary works initially produced for other purposes, historical documents, artifacts, video programs, and audio programs. Case materials are made available to students at a variety times in the course of a decision-forcing case. Materials that provide background are distributed at, or before, the beginning of the class meeting. Materials that describe the solution arrived at by the protagonist and the results of that solution are passed out at, or after, the end of the class meeting. (These are called "the B-case", "the rest of the story", or "the reveal.") Materials that provide information that became available to the protagonist in the course of solving the problem are given to students in the course of a class meeting. (These are often referred to as "handouts.") Case materials may be either "refined" or "raw." Refined case materials are secondary works that were composed expressly for use as part of decision-forcing cases. (Most of the case materials that are available from case clearing houses and academic publishers are of the refined variety.) Raw case materials are those that were initially produced for reasons other than the informing of a case discussion. These include newspaper articles, video and audio news reports, historical documents, memoirs, interviews, and artifacts.


Published case materials

A number of organizations, to include case clearing houses, academic publishers, and professional schools, publish case materials. These organizations include: *
Blavatnik School of Government The Blavatnik School of Government is the school of public policy of the University of Oxford in Oxford, England. The School was founded in 2010 following a £75 million donation from business magnate Len Blavatnik, supported by £26 million fro ...
*
Harvard Business School Harvard Business School (HBS) is the graduate school, graduate business school of Harvard University, a Private university, private Ivy League research university. Located in Allston, Massachusetts, HBS owns Harvard Business Publishing, which p ...
*
Stanford Graduate School of Business The Stanford Graduate School of Business is the Postgraduate education, graduate business school of Stanford University, a Private university, private research university in Stanford, California. For several years it has been the most selective ...
*
Columbia Business School Columbia Business School (CBS) is the business school of Columbia University, a Private university, private research university in New York City. Established in 1916, Columbia Business School is one of six Ivy League business schools and one of ...
*
IESE Business School IESE Business School is the Catholic Church, Catholic graduate business school of the University of Navarra. It was established in Barcelona in 1958 by Opus Dei. From 1963, in collaboration with Harvard Business School, it offers a two-year Maste ...
*
INSEAD INSEAD ( ; French: ''Institut européen d'administration des affaires'') is a non-profit business school with locations in Europe (Fontainebleau, France), Asia (Singapore), the Middle East (Abu Dhabi, UAE) and North America (San Francisco, USA ...

ICFAI Business School Hyderabad
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Ivey Business School Ivey Business School is the main business school of Western University, located in London, Ontario, Canada. It offers full-time undergraduate and graduate programs in London, Ontario and maintains a Toronto facility for its EMBA program and two ...
*
Indian School of Business The Indian School of Business (ISB) is a private business school with campuses in Hyderabad and Mohali, India. It offers various post-graduate management programs. History The Indian School of Business (ISB) was started in 1996 by a bunch of b ...
* Indian Institute of Management, Ahmedabad * Darden School of Business at the
University of Virginia The University of Virginia (UVA) is a Public university#United States, public research university in Charlottesville, Virginia, United States. It was founded in 1819 by Thomas Jefferson and contains his The Lawn, Academical Village, a World H ...
* Nagoya University of Commerce & Business * Asian Institute of Management * Asian Case Research Centre at the
University of Hong Kong The University of Hong Kong (HKU) is a public research university in Pokfulam, Hong Kong. It was founded in 1887 as the Hong Kong College of Medicine for Chinese by the London Missionary Society and formally established as the University of ...
* Globalens at the
University of Michigan The University of Michigan (U-M, U of M, or Michigan) is a public university, public research university in Ann Arbor, Michigan, United States. Founded in 1817, it is the oldest institution of higher education in the state. The University of Mi ...
* Centre for Management Practice at
Singapore Management University Singapore Management University (SMU) is a publicly funded private university in Singapore. Founded in 2000, SMU is the third oldest autonomous university in the country, modelling its education after the Wharton School. The university is trip ...


The Case Centre

The Case Centre (formerly the European Case Clearing House), headquartered in
Cranfield University Cranfield University is a postgraduate-only public research university in the United Kingdom that specialises in science, engineering, design, technology and management. Cranfield was founded as the College of Aeronautics (CoA) in 1946. Throug ...
, Cranfield,
Bedford Bedford is a market town in Bedfordshire, England. At the 2011 Census, the population was 106,940. Bedford is the county town of Bedfordshire and seat of the Borough of Bedford local government district. Bedford was founded at a ford (crossin ...
,
United Kingdom The United Kingdom of Great Britain and Northern Ireland, commonly known as the United Kingdom (UK) or Britain, is a country in Northwestern Europe, off the coast of European mainland, the continental mainland. It comprises England, Scotlan ...
, and with its US office at
Babson College Babson College is a Private university, private business school in Wellesley, Massachusetts, United States specializing in entrepreneurship education. Founded in 1919 by Roger Babson, the college was established as the Babson Institute in his We ...
, Wellesley,
Massachusetts Massachusetts ( ; ), officially the Commonwealth of Massachusetts, is a U.S. state, state in the New England region of the Northeastern United States. It borders the Atlantic Ocean and the Gulf of Maine to its east, Connecticut and Rhode ...
, is the independent home of the case method. It is a membership-based organization with more than 500 members worldwide, not-for-profit organisation and registered charity founded in 1973. The Case Centre is the world’s largest and most diverse repository of case studies used in Management Education, with cases from the world’s top case publishing schools, including, Harvard Business School, ICFAI Business School Hyderabad, the Blavatnik School of Government, INSEAD, IMD, Ivey Business School, Darden School of Business, London Business School, Singapore Management University etc. Its stated aim is to promote the case method by sharing knowledge, skills, and expertise in this area among teachers and students, and for this it engages in various activities like conducting case method workshops, offering case scholarships, publishing a journal, and organizing a global case method awards.
The Case Centre Awards
(known as the European Awards from 1991 and 2010) recognises outstanding case writers and teachers worldwide. These prestigious awards, popularly known as the case method community's annual '
Oscars The Academy Awards, commonly known as the Oscars, are awards for artistic and technical merit in film. They are presented annually by the Academy of Motion Picture Arts and Sciences (AMPAS) in the United States in recognition of excellence i ...
', or the “business education Oscars, celebrate worldwide excellence in case writing and teaching.


The narrative fallacy

The presentation of a decision-forcing case necessarily takes the form of a story in which the protagonist is faced with a difficult problem. This can lead to "the narrative fallacy", a mistake that leads both case teachers and the developers of case materials to ignore information that, while important to the decision that students will be asked to make, complicates the telling of the story. This, in turn, can create a situation in which, rather than engaging the problem at the heart of the case, students "parse the case materials." That is, they make decisions on the basis of the literary structure of the case materials rather than the underlying reality. Techniques for avoiding the narrative fallacy include the avoidance of standard formats for case materials; awareness of tropes and clichés; the use of case materials originally created for purposes other than case teaching; and the deliberate inclusion of "distractors" – information that is misleading, irrelevant, or at odds with other information presented in the case.


Purpose of the case method

The case method gives students the ability to quickly make sense of a complex problem, rapidly arrive at a reasonable solution, and communicate that solution to others in a succinct and effective manner. In the course of doing this, the case method also accomplishes a number of other things, each of which is valuable in its own right. By exciting the interest of students, the case method fosters interest in professional matters. By placing such things in a lively context, the case method facilitates the learning of facts, nomenclature, conventions, techniques, and procedures. By providing both a forum for discussion and concrete topics to discuss, the case method encourages professional dialogue. By providing challenging practice in the art of decision-making, the case method refines professional judgement. By asking difficult questions, the case method empowers students to reflect upon the peculiar demands of their profession. In his classic essay on the case method ("Because Wisdom Can't Be Told"), Charles I. Gragg of the Harvard Business School argued that "the case system, properly used, initiates students into the ways of independent thought and responsible judgement."


Incompatible objectives

While the case method can be used to accomplish a wide variety of goals, certain objectives are at odds with its nature as an exercise in professional judgement. These incompatible objectives include attempts to use decision-forcing cases to: * provide an example to be emulated * paint a particular person as a hero or a villain * encourage (or discourage) a particular type of behavior * illustrate a pre-existing theory Thomas W. Shreeve, who uses the case method to teach people in the field of military intelligence, argues that "Cases are not meant to illustrate either the effective or the ineffective handling of administrative, operational, logistic, ethical, or other problems, and the characters in cases should not be portrayed either as paragons of virtue or as archvillains. The instructor/casewriter must be careful not to tell the students what to think—they are not empty vessels waiting to be filled with wisdom. With this method of teaching, a major share of the responsibility for thinking critically about the issues under discussion is shifted to the students, where it belongs."


Disclaimers

Case materials are often emblazoned with a disclaimer that warns both teachers and students to avoid the didactic, hortatory, and "best practices" fallacies. Here are some examples of such disclaimers: ''
This case is intended to serve as the basis for class discussion rather than to illustrate either the effective or ineffective handling of a situation.
''
This decision-forcing case is an exercise designed to foster empathy, creativity, a bias for action, and other martial virtues. As such, it makes no argument for the effectiveness of any particular course of action, technique, procedure, or convention.
'' ''
Harvard Business School Harvard Business School (HBS) is the graduate school, graduate business school of Harvard University, a Private university, private Ivy League research university. Located in Allston, Massachusetts, HBS owns Harvard Business Publishing, which p ...
*
IESE Business School IESE Business School is the Catholic Church, Catholic graduate business school of the University of Navarra. It was established in Barcelona in 1958 by Opus Dei. From 1963, in collaboration with Harvard Business School, it offers a two-year Maste ...
*
Columbia Business School Columbia Business School (CBS) is the business school of Columbia University, a Private university, private research university in New York City. Established in 1916, Columbia Business School is one of six Ivy League business schools and one of ...
*
Singapore Management University Singapore Management University (SMU) is a publicly funded private university in Singapore. Founded in 2000, SMU is the third oldest autonomous university in the country, modelling its education after the Wharton School. The university is trip ...
*
Blavatnik School of Government The Blavatnik School of Government is the school of public policy of the University of Oxford in Oxford, England. The School was founded in 2010 following a £75 million donation from business magnate Len Blavatnik, supported by £26 million fro ...
* INCAE Business School
ICFAI Business School Hyderabad
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* The Acton School of Business * Hogeschool van Amsterdam * Asian Institute of Management * Indian Institute of Management, Ahmedabad * Richard Ivey School of Business * John F. Kennedy School of Government at
Harvard University Harvard University is a Private university, private Ivy League research university in Cambridge, Massachusetts, United States. Founded in 1636 and named for its first benefactor, the History of the Puritans in North America, Puritan clergyma ...
* NUCB Business School at the Nagoya University of Commerce & Business * Darden School of Business at the
University of Virginia The University of Virginia (UVA) is a Public university#United States, public research university in Charlottesville, Virginia, United States. It was founded in 1819 by Thomas Jefferson and contains his The Lawn, Academical Village, a World H ...
*
Columbia School of Journalism Columbia most often refers to: * Columbia (personification), the historical personification of the United States * Columbia University, a private university in New York City * Columbia Pictures, an American film studio owned by Sony Pictures * ...
* Mailman School of Public Health,
Columbia University Columbia University in the City of New York, commonly referred to as Columbia University, is a Private university, private Ivy League research university in New York City. Established in 1754 as King's College on the grounds of Trinity Churc ...
*
School of International and Public Affairs, Columbia University The School of International and Public Affairs (SIPA) is the international affairs and public policy school of Columbia University, a private Ivy League university located in Morningside Heights, Manhattan, New York City. SIPA offers Master of I ...
*
Yale School of Management The Yale School of Management (also known as Yale SOM) is the graduate school, graduate business school of Yale University, a Private university, private research university in New Haven, Connecticut. The school awards the Master of Business Admi ...
* Marine Corps University * Cranfield School of Management * School of Advertising & Public Relations, University of Texas * Suleman Dawood School of Business at the
Lahore University of Management Sciences Lahore University of Management Sciences, also known by its acronym LUMS, is a Private university, private research university in Lahore, Punjab, Pakistan, Punjab, Pakistan. Founded in 1985, it is ranked as one of the most prestigious modern Li ...
* Institute of Business Administration, Karachi * Michael G. Foster School of Business *
Institute for Financial Management and Research An institute is an organizational body created for a certain purpose. They are often research organisations (research institutes) created to do research on specific topics, or can also be a professional body. In some countries, institutes ca ...
*
Institute of Chartered Accountants in England and Wales The Institute of Chartered Accountants in England and Wales (ICAEW) is a professional membership organisation that promotes, develops and supports chartered accountants and students around the world. As of December 2024, it has over 210,000 memb ...
University of Fujairah- MBA Program * INALDE Business School in Bogota, Colombia


See also

* Business schools * Case competition *
Case study A case study is an in-depth, detailed examination of a particular case (or cases) within a real-world context. For example, case studies in medicine may focus on an individual patient or ailment; case studies in business might cover a particular f ...
*
Casebook method A casebook is a type of textbook used primarily by students in law schools.Wayne L. Anderson and Marilyn J. Headrick, The Legal Profession: Is it for you?' (Cincinnati: Thomson Executive Press, 1996), 83. Rather than simply laying out the legal do ...
(used by law schools) * Decision game * European Case Clearing House *
Experiential learning Experiential learning (ExL) is the process of learning through experience, and is more narrowly defined as "learning through reflection on doing". Hands-on learning can be a form of experiential learning, but does not necessarily involve students ...
* Harvard Business Publishing *
Teaching method A teaching method is a set of principles and methods used by teachers to enable student learning. These strategies are determined partly by the subject matter to be taught, partly by the relative expertise of the learners, and partly by constrai ...


References


Literature

* * * * * * * {{DEFAULTSORT:Case method Learning methods Management education Military education and training