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The Five-Step Case-Analysis Method

A fundamental part of the CaseNEX approach is our unique 5-step method, a matrix for approaching complex situations, understanding cause and effect relationships, and exploring multiple solutions to challenging problems. Facilitators are trained to use the five-step method to help students gain the insight and analytical skills to effectively address their own challenges.

The Five-Step Method includes the following:

Issues Issues:   Identify facts, issues, problems, and challenges present in the case. Discuss the obvious as well as the underlying or hidden issues.
Perspectives Perspectives:   Imagine how each character would see the issues, problems, and challenges presented in each case.
Knowledge Knowledge:   Review what you know about the situation in the case. Click on the resources section to learn more about the challenges facing the characters in these cases.
Actions Actions:   Based on what you know, describe actions the characters in the case could take to help improve the situation.
Consequences Consequences:   Predict what might happen if these actions were taken. Think about what will happen immediately as well as what will happen later (6 months, 1 year, 10 years later). Also, think about intended and unintended consequences (things you mean to happen, and things that could happen that might surprise you later).

Using the five-step method as a way of evaluating the cases helps students to apply the same level of thinking to their own lives, and it's a great tool to aid facilitators in meeting program goals.


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