Case Report Case – starts on page 389 of the 3rd edition of Slack & Lewis. The 3rd, 4th, and 5th editions of the text

Case Report/Presentation Template: (Adapted from Cliff Atkinson, Beyond Bullet Points, Microsoft Press, 2007)


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Case Report Case – starts on page 389 of the 3rd edition of Slack & Lewis. The 3rd, 4th, and 5th editions of the text
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Instructions for completing your Written report: Starting with the section below, take no more than three pages to identify the risks involved in the case, and offer your options (and the associated benefits) to provide meaningful positive outcomes for the situation(s) described in the case.

Contact Utilities Key questions/considerations (This case starts on page 389 of the 3rd edition of Slack & Lewis. The 3rd, 4th, and 5th editions of the text (ATTACHED)

What is operations strategy of Contact Utilities?
Why is operations excellence fundamental to strategic success? What is the strategy of the organization?
How did this firm’s operations strategy reflect overall strategy?
How do the requirements of the market influence the firm’s operations strategy?
How can the intrinsic capabilities of an operation’s resources influence operations strategy?

Why are we here – What are the important Question(s) associated with the case?

Begin your written report with a statement of the most critical issue(s) presented in the case or in the case situation. Then, be specific in stating what question(s) you are addressing in your written report.

Develop Your Story (USE AS NECESSARY – OMITTING WHEN NOT APPROPRIATE) by offering options in brief narrative form (do not just rely on a simple list to inform the reader). Be concise, but also be as complete in the development of your options as possible. It is better to fully develop one specific option than to offer four options that are incomplete, vague, and general and are based on emotion rather than evidence or data.

Option #1:

Pros (the “upside” of this option)
Cons (the “downside” of this option)
Option #2:

Pros (the “upside” of this option)
Cons (the “downside” of this option)
Option #3:

Pros (the “upside” of this option)
Cons (the “downside” of this option)

3). THE RISK (S)
Identify and assess the various forms of Risk and making recommendations about moderating the identified risk(s). (USE AS NECESSARY – OMITTING WHEN NOT APPROPRIATE).

Strategic risk – Risk that affects an organization’s ability to achieve its goals
What impact will this have on the organization’s stated mission, vision, goals and objectives?
What impact will this have on organization’s key performance metrics?
Financial risk – Risk that may result in a loss of assets
What level of investment will be required by
The organization
The alliance members
When does the organization expect to realize the impacts (benefits) associated with this?
Operational risk – Risk that affects an ongoing management process
To what degree does the organization currently possess the talent and skill to successfully complete this initiative?
Compliance risk – Risk that affects compliance with externally imposed laws and regulations as well as with internally imposed policies and procedures concerning safety, conflict of interest, and the like.
To what degree do external compliance requirements/laws/standards agree or conflict?
Reputational risk – Risk that affects an organization’s reputation, brand, or both.
What impact will this proposed initiative have on the National/International reputation of the organization?


What theoretical components (from the disciplines of Operations Management, Marketing, Finance and others) would serve as the foundation to support one or more of the options described above, and the decision making and/or action taking of the firm, in order to successfully moderate their previously stated “issue.”

5). Conclusion
In brief narrative form, please offer a short summary, and your explicit recommendations for action, along with the benefits and expected outcomes associated with adopting your recommendation. Consider the following items when drafting your conclusion:

The restatement of the problem or central issue of the case situation:
The recommendation:
The benefits (ALWAYS try and describe the MONETARY Benefits of your Proposed ACTIONS):
The call for action

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