Case Study & Individual Written Exercise
Format. Individual analysis of a data pack (emails, financial tables, market trends, org charts) followed by written recommendations and a presentation.
Duration. 60 minutes prep/writing, 15-minute presentation, 15-minute Q&A
Panel. One Assessor (typically a Manager or Senior Manager).
Assessed on. Data interpretation, commercial acumen, prioritisation, structure and risk identification.
Typical scenarios. A mid-market retailer facing margin decline from supply chain inflation evaluating three digital restructuring strategies; or due diligence on a target logistics firm for a PE client.
Common failure modes. Getting bogged down in minor text details, failing to complete the financial recommendations, or unstructured, reactive answers in the Q&A.
Tactical advice. Spend the first 10 minutes mapping the data structure, create clear headers from the explicit prompt questions and balance every recommendation between qualitative fit and quantitative margin impact.