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STR 404 · Unit 2 of 6

Research, Analysis and Work Planning

Management Consulting Problem Solving

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Learning objectives

After completing this unit, you will be able to:

  • Apply frameworks to case studies and projects
  • Apply the frameworks in "Research, Analysis and Work Planning" to a real management decision
  • Make progress on your Applied project applied project

Why this matters

Research, Analysis and Work Planning is essential to Management Consulting Problem Solving. Lessons build fluency with anchor-company examples, worked problems, and assessments on the unit page.

Lesson

Unit overview

Complete all 4 lessons in order. Each lesson follows the program authoring standard: conceptual prose, worked examples, practice problems, and managerial judgment prompts. Finish unit exercises and the knowledge check before marking the unit complete.

Connection to applied work

This unit feeds directly into Applied project. As you read, capture notes, examples, and data you can reuse in that deliverable. Strong students finish each unit with a draft section of their project, not just highlights.

Practice

  1. Write a one-page summary of this unit in your own words without looking at the lesson.
  2. Find a real company example (public filing, news article, or personal experience) that illustrates the main concept.
  3. Draft one paragraph recommending an action a manager should take based on this unit.
  4. Add at least three terms from this unit to your course glossary.

Knowledge check

Answer these without notes before marking the unit complete:

  1. What is the central idea of "Research, Analysis and Work Planning"?
  2. What mistake do beginners most often make when applying this material?
  3. How does this unit help you complete Applied project?
  4. What is one decision you face this month where this unit applies?

Key takeaways

  • Apply frameworks to case studies and projects
  • Business concepts only matter when they change a decision.
  • Your STR 404 assessment (Management Consulting Problem Solving. Six units covering applied topics in this concentration.) rewards applied understanding, not memorization.

Unit assessment

Complete each section below. Score 80%+ on the quiz to finish this unit's assessment.

50% applied project30% case work20% knowledge checks

Exercises

Apply what you learned in this unit with structured practice.

ExerciseApplied practice: Research, Analysis and Work Planning45 min
Complete a focused practice exercise on **Research, Analysis and Work Planning**. 1. Choose a real company, product, or situation you know. 2. Apply one core framework from this unit to analyze it. 3. Write your analysis in 300–500 words with a clear recommendation. 4. Cite at least one credible source.

Deliverable

300–500 word analysis document saved to your portfolio under STR 404.

Rubric

  • • Framework applied correctly (not just named)
  • • Specific evidence from a real example
  • • Clear recommendation with tradeoffs acknowledged
  • • Professional writing with source citation
ExerciseDrill: Research, Analysis and Work Planning30 min
Work through the practice problems in the unit lesson without looking at notes. Then check your work against the lesson and write a short reflection: - What you got right - One mistake you caught - One concept to review before the next unit

Deliverable

Problem solutions + 150-word reflection in your STR 404 workbook.

Rubric

  • • Attempted all practice items before checking answers
  • • Honest reflection on errors
  • • Identifies a specific review action

Case analysis

Analyze a case using frameworks from this unit.

CaseCase analysis: Research, Analysis and Work Planning60 min
Analyze a real business case through the lens of **Research, Analysis and Work Planning**. Choose a public company event, HBR-style case, or documented decision. **Deliverable structure:** 1. Situation summary (150 words) 2. Analysis using this unit's frameworks (400 words) 3. Recommendation (150 words) 4. Risks and what would change your mind

Deliverable

2-page case write-up in your portfolio.

Rubric

  • • Case facts are accurate and sourced
  • • Analysis uses unit frameworks explicitly
  • • Recommendation is justified with tradeoffs
  • • Risks are specific, not generic

Knowledge quiz

Check your understanding before marking the unit complete.

1. For Research, Analysis and Work Planning at Meridian Industrial, what is the primary decision-quality test before board funding?

2. Meridian Industrial reports $4.80B revenue and $1.84B net debt. Why must Research, Analysis and Work Planning analysis include leverage guardrails?

3. In Research, Analysis and Work Planning, which practice best reflects HarborFlow Water context?

4. Nina Park's consulting team reviews Research, Analysis and Work Planning. What distinguishes insight from observation?

5. Which leading-indicator discipline fits Research, Analysis and Work Planning governance?

6. A manager proposes a Research, Analysis and Work Planning initiative with positive base-case NPV but thin covenant headroom. Best response?

7. What is the strongest dissent practice in Research, Analysis and Work Planning recommendations?

Next unit: Quantitative and Qualitative Diagnostic Methods →