Critique of the Case Study Method



Decision of some sort—and the quality that we value as instructors is a kind of “decisiveness” born of a willingness to ignore the complex­ity of the situation at hand. Understandably, this approach makes a lot of us nervous about the real messages that we are sending to stu­dents in case method classrooms.

Yet, the potential exists within the case method to do exactly the opposite—to give students real practice at looking at any given situa­tion from varied perspectives, at uncovering the richness of the many ways that different people make sense of the same situation. After all, every case already has a whole cast of characters who are likely to see the world in ways quite startlingly different than that of the “executive” in question. By asking students to help each other try on these multiple hats as they diagnose a situa­tion and search for solutions, and by challenging facile interpretations of the views and motivations of others, we endorse a view of decision making in organizations as complex, nuanced, and multifac­eted, and target a set of skills that we know will stand students in far greater stead in the years ahead than a naive decisiveness.

But when cases are used in place of experience, devoid of history, and force people to take stands on issues they know little about, in my view they become a menace. I summarize this concern with a little con­cocted case of my own.

[In lecture courses, students] are waiting for you to give “the answer.” There’s a built-in bias against action. What we say with the case method is: “Look, I know you don’t have enough information—but given the informa­tion you do have, what are you going to do?

“OK, Jack, here you are at Matsushita. What are you going to do now?” The professor and eighty-seven of Jack’s classmates anxiously await his reply to the cold call. Jack is prepared; he has thought about this for a long time, ever since he was told that the case study method is supposed to “challenge conventional thinking.” He has also been told repeatedly that good managers are decisive, therefore good MBA students have to take a stand. So Jack swallows hard and answers.

“How can I answer that question?” Jack begins. “I barely heard of Matsushita before yesterday. Yet today you want me to pronounce on its strategy.”

“Last night, I had two other cases to prepare. So Matsushita, with its hundreds of thousands of employees and thousands of products, got a couple of hours. I read the case over once quickly and again, let’s say, less quickly. I never knowingly used any of its products. (I didn’t even know before yesterday that Matsushita makes Pana­sonic.) I never went inside any of their factories. I’ve never even -been to Japan. I spoke to none of their customers. I certainly never met any of the people mentioned in the case. Besides, this is a pretty high tech issue and I’m a pretty low-tech guy. My work experience, such as it was, took place in a furniture factory. All I have to go on are these twenty pages. This is a superficial exercise. I refuse to answer your question!”

What happens to Jack? At Harvard, I’ll let you guess. But from there, he goes back to the furniture business where he immerses him­self in its products and its processes, the people and the industry. He is an especially big fan of its history. Gradually, with his courage to be decisive and to challenge conventional thinking, Jack ,rises to be­come CEO. There, with hardly any industry analysis at all (that would have come in a later course), he and his people craft a strategy that changes the industry.

Meanwhile, Bill, sitting next to Jack, leaps in. He has never been to Japan, either (although he did know that Matsushita makes Pana­sonic). Bill makes a clever point or two and gets that MBA. That gets him a job in a prestigious consulting firm, where, as in the case study classes back at Harvard, he goes from one situation to another, each time making a clever point or two, concerning issues he recently knew nothing about, always leaving before implementation begins. As this kind of experience pours in, it is not long before Bill becomes chief executive of a major appliance company. (He never consulted for one, but it does remind him of that Matsushita case.) There he for­mulates a fancy high-tech strategy, which is implemented through a dramatic program of acquisitions. What happens to that? Guess again.

Readers [of Kelly and Kelly’s book, What They Really Teach You at the Har­vard Business School] are probably asking, Read the case and do that analysis in two to fourhours? Harvard’s answer is yes. Students need to prepare two to three cases each day… So [they] must work toward getting their analysis done fast as well as done well.Excerpted from ‘Managers not MBAs’ by Henry Mintzberg Page – 60-61

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