Case Interview Frameworks Flashcards
1
Q
Business Situation Framework - Customer
A
- Who is the customer? (segments, growth rate, percentage of market, trends)
- What does each customer segment want?
- Price sensitivity of each segment
- Distribution channel preference
- Customer concentration and power
2
Q
Business Situation Framework - Product
A
- Nature of product
- Commodity or differentiable good
- Identify complementary goods
- identify substitutes
- Product’s life cycle (new vs. obsolete)
- Packaging
3
Q
Business Situation Framework - Company
A
- Capabilities and expertise
- Distribution channels
- Cost structure (fixed vs. variable)
- Investment cost
- Intangibles
- Financial situation
- Organizational structure
4
Q
Business Situation Framework - Competition
A
- Competitor market share concentration
- Competitor behaviors (target segment, products, pricing, distribution)
- Best practices
- Barriers to entry
- Supplier concentration
- Regulatory environment
5
Q
Sustainability Framework: 0. Scoping and assessing CSRD applicability
A
- Does my company fall within the scope of the CSRD?
- For which FY are we required to report?
- Are there any exceptions or phased-in requirements that may apply?
- Which entities will be reporting? (e.g. subsidiaries, suppliers, clients)
6
Q
Sustainability Framework: 1. Double Materiality Assessment
A
- Has a materiality assessment been done?
- Has a comprehensive value chain mapping been done? (upstream and downstream)
- Which sustainability matters were determined to be material?
- Which IROs were identified?
- Which IROs have been prioritized? Why?
- What were the metrics and thresholds used for analysis?
- Who are the relevant stakeholders?
7
Q
Sustainability Framework:
2. Gap analysis
A
- Have the sources of sustainability data been identified? (Internal and external)
- What data has been previously disclosed?
- Have you disclosed in alignment with CDP?TCFD?GRI?SASB?S&P?
- How is the data quality? Where are improvements needed for CSRD?
- How do you compare with competitors in your sector?
- Are adequate processes and governance structures in place?
- What are the internal capacity building needs?
- Has the company done a carbon footprint analysis?
- Has a climate scenario analysis been done?
- Has a climate resilience analysis been done?
8
Q
Sustainability Framework: 3. Strategy development
A
- What is your company’s level of ambition?
- What are your objectives? (specific, realistic and measurable)
- Which IROs will be prioritized?
- Which metrics and thresholds will be used to track progress?
- Climate mitigation or adaptation strategy (S&Z)
- Have internal stakeholders been engaged and division of labor established?
- What platforms or technologies will be needed?
- Have sufficient resources been allocated?
9
Q
Sustainability Framework:
4. Sustainability Statement and Assurance
A
- Have you reported on all mandatory data points?
- Provided justification for all sustainability matters deemed immaterial?
- Used the correct format? (XHTML for human-readable reports and inline XBRL for machine-readable data)
- Have you attained ‘limited assurance’ from a third party auditor?
