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Congruency Testing
One of the keys to effective casework is making sure that there is a
proper fit or congruency between the various aspects of the case. In general,
there are four basic levels of a case.
Exploratory
Case Facts Research
Grounded Assumptions
Problem
Analysis
Strategy
Development
Tactical Development
Congruency Tests
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Congruency Test
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Sample Mistake
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Case Facts ≠ Grounded Assumptions
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All employees at a paper mill are college-educated.
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Exploratory Phase ≠ Problem Analysis
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The boss said "develop a sign", so I have to create
a sign.
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Problem Analysis ≠ Strategy
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Since so many people complained about the timetable,
we are going to scrap it and put it on-line.
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Strategy ≠ Tactics
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A company provides employees with a new suggestion box
in an attempt to encourage more innovation.
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Phases of the Case Study
Phase
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What is it?
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Cautions
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Exploratory
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This is the time when you explore the case by interpreting the
case facts, conducting research, and making grounded assumptions.
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Assumptions must be grounded in your case facts and
research.
Stated Problem ≠ Actual Problem
Make sure your assumptions are not trivial.
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Problem Analysis
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This is the time when you analyze your information and decide on
the underlying core issues that must be addressed.
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Symptoms ≠ Root Problems
All problems are not equally important.
Make sure to identify all the audiences.
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Strategy
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This is the point at which you develop a basic plan and general
objectives.
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The strategy should be firmly rooted in communication
principles.
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Tactics
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This is the point at which you develop your specific
solutions, which may include creating a videotape, writing a memo, or drafting a
presentation, newsletter, etc.
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A pre-packaged solution may not meet your need.
The tactics need to be sufficiently specific to be
actionable.
Excellent tactics can not overcome a poor strategy.
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