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Austin Jones

Preparing for a Situational Case Interview

There are many types of interviews that each require different sorts of preparation. Getting ready for a routine 30-minute behavioral interview should look different than studying for a technical interview, case study, or a-typical interview formats. The situation case interview has become very popular and is often administered as part of a final round of interviews. These interviews require candidate's to step into a fictional situation and can range from a simpler discussion to a structured process with clear answers. Below are some key considerations when preparing for a case interview.


Pour over the resources provided

This is entirely dependent on what is provided to you, if anything at all. Some companies will provide detailed resources on what kind of technical skills may be used, what sort of problems the case may deal with, and even examples of previous cases used. Particularly pay attention to instances where evaluation is discussed. For more complex cases that use Excel, require writing, or draw on certain math skills, commit serious time to practicing those things.


Review your technicals, even if they’re not mentioned

Regardless if technical topics are mentioned prior to the case, expect to at least conduct calculations simple calculations. Companies should expect candidate's to know how to find a probability, conduct cost and revenue analysis, and identify trends in data. From there, your interview could require a range of skills. I’ve been asked to write SQL code on a white board, create a powerpoint, write a business memo, and in almost every case make recommendations towards the end.


Set your communication intentions

Many case interviewers stress communication as being key in their evaluation. Thinking out loud and verbalizing your thought process can go a long way in the right interview, and some companies stress that candidate's do both. However, some, often more technical case interviews, are far less unconcerned with evaluating your thought process as compared to a tangible answer. This is why it can be a good idea to ask your interviewer to what extent you should verbalize your process to an answer.


Find recent, relevant industry events and trends

This advice applies to any interview and certainly doesn’t stop when it comes to a case. While cases don’t often ask about current events, they are good discussion ammunition to have during a case. This knowledge can be a difference maker, especially in longer form cases where you could be asked to create a business memo and/or give a presentation.


Ask questions prior, if you get the chance

Many companies will have a round of interviews and other recruiting events prior to the day they conduct case interviews. Don’t be afraid to ask probing questions about if there is a case and what the best way to prepare may be. Answers may be vague and general, but you also may receive some information that completely changes how you prepare. It is important to always ask about cases in a tactful manner; never ask what the case is specifically about. Some potential questions are: Is there a lot of math involved in this case? What kind of resources will I have during the case? If/when you did your case interview, did you feel rushed or that the time was fair?

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