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Interviewer-led case: structure and gathering information

Hello, 

I have three questions about interviewer-led cases: 

1. When I have my framework, with lets say two main branches/buckets with each having sub-branches, should I first explain the first main branch/bucket with its sub-branches and when I explained it, should I switch to the second main branch and explain it?


2. Lets assume the interviewer asks for factors that influence X. I then draw my structure. And my structure has two branches: internal and external. For the different branches of my structure, should I mention my thoughts (e.g., for internal I see factor a. Factor a can influence … I also see factor b, factor b can influence X …). Or what should I say for each branch how do I switch maim branches best?

3. For interviewer led cases, are you still asking for more information and data (I do not mean clarifying questions) but question like: do we have any information on XYZ? Or are you only doing this in a candidate-led case?

Thanks for helping.

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Top answer
Yousef
Coach
on May 17, 2024
I make it easy for you to master case interviews! (ex-McKinsey |Stanford University | Imperial College London | ex-P&G)

Hi there,

Great questions! I love how you structured your ask like a framework tree 😊

1. I would explain the first level of my framework first before going into the second level. This is important because it keeps your answer organized and the interviewer can point out if you were MECE in your first level structure before getting into the details of each bucket, otherwise you risk your structure getting messy and losing your interviewer while walking them through – especially if you did miss an important bucket. 

2. You do not need to ask for more data/information generally in interviewer-led cases. The exception being if you feel that a calculation cannot be done in the maths/numerical section you may state clearly an assumption and check with the interviewer if this is valid, e.g., assuming a male/female population split of 50/50. 

Happy to answer any further questions and goodluck!

Yousef



 

Anonymous A
on May 17, 2024
Hi Yusuf, thank you so much for your great answer 😊. Can I ask three follow up questions? 1. If I explain the first levels of my structure, how do I decide in which branch I will do a deep dive first and go to the second level? 2. When I do a deep dive into branch 1 and elaborate on the sub-levels of that branch, should I share my thoughts or what should I say? Lets assume the interviewer asks for factors that influence X. I then draw my structure. And my structure has two branches (i.e. first levels): internal and external. Then I start with the branch internal and do a deep dive. Should I mention my thoughts (e.g., for internal I see factor a. Factor a can influence X … I also see factor b, factor b can influence X …). Or what should I say for each branch and their sub-levels? 3. When I did a deep dive into branch 1 should I also do a deep dive into branch 2 (or does that depend on my interviewer and if he or she interrupts me)? If yes, is there a specifc way to make the transition from one branch to the other?
Yousef
Coach
on May 17, 2024
I make it easy for you to master case interviews! (ex-McKinsey |Stanford University | Imperial College London | ex-P&G)
This is answer is still for interviewer-led cases These are all terrific questions! You are clearly thinking about the right questions to perfect your case method. This is the kind of thing I go through with my own candidates for coaching. It would be much easier to answer this question by explaining it over a quick call because this addresses framework design-- nevertheless, I will explain: 1. You are not assessed on the order of the main factors you decide to deep dive, but rather on the factors themselves and their relevance to the problem. You can either start with the first one you wrote down, and it should generally be the most obvious/ most relevant one anyway. 2. When you get into the sub branches, you need to give substance to every point you mention and relate it back to the client problem, e.g., the client produces cupcakes and want to improve sales (so think # of units sold and a framework could be: marketing, product mix, product availability, product demand) then choose which you believe is the most important factor and state it first and let the rest follow in any order e.g., start with demand and then with demand think (market growth of baked goods/cupcakes of the last few years).. be specific about what you want to look into but always relate it back to what is being asked. Be specific so you dont need to overexplain 3. The interviewer will interrupt you and likely move on once they have seen you have a proper understanding of the problem space and are satisfied. So keep going until you are done with the each branch of your framework one by one till you are done or the interviewer interrupts and moves on. Let me know if this is clear and happy to answer any follow-up questions on DM Yousef
on May 18, 2024
#1 Coach for Sessions (4.500+) | 1.500+ 5-Star Reviews | Proven Success (➡ interviewoffers.com) | Ex BCG | 10Y+ Coaching

Hi there,

1) Should I first explain the first main branch/bucket with its sub-branches and when I explained it, should I switch to the second main branch and explain it? 

I would recommend presenting the two main branches first (the first level of your structure), and then providing details for each of them. In this way, the interviewer will know your overall plan upfront.

2) My structure has two branches: internal and external. For the different branches of my structure, should I mention my thoughts (e.g., for internal I see factor a. Factor a can influence …)

Not sure I understood the question. After you have presented the first level of your structure (internal and external) you can indeed present the components of each area and the connection with the question asked.

3) For interviewer led cases, are you still asking for more information and data (I do not mean clarifying questions) but question like: do we have any information on XYZ?

If you feel that's needed for your next steps, you can do so without any issue. If the interviewer feels that you already have all the relevant information, they will simply confirm that's the case.

Good luck!

Francesco

Anonymous A
on May 21, 2024
Hi Francesco, may I ask two follow-up questions: 1. when I explained the first layers of my two branches, how can I justify that I first look at branch A and not B? Could I say, I assume branch A has a bigger impact, and that is why I am focusing on it first? 2. When I explained branch A, is there a specific way to make a transition to branch B?
on May 21, 2024
#1 Coach for Sessions (4.500+) | 1.500+ 5-Star Reviews | Proven Success (➡ interviewoffers.com) | Ex BCG | 10Y+ Coaching
Hi there, 1) In terms of the initial structure, in most cases if the structure is based on logic, one area is clearly the first that needs to be analyzed (eg you would look first at (i) the reason for the problem, and then to (ii) its solutions). If for whatever reason that’s not the case, you can explain the rationale why you would like to analyze the first area first and proceed accordingly. 2) You can simply say, “Now that we have identified XYZ, we can move to the second area to analyze ABC”. Hope this helps
on May 18, 2024
#1 rated MBB & McKinsey Coach

Hi there!

Happy to provide a perspective on these. I'll take your questions one by one.

1. When I have my framework, with lets say two main branches/buckets with each having sub-branches, should I first explain the first main branch/bucket with its sub-branches and when I explained it, should I switch to the second main branch and explain it?

No. Just explain the first level. 

Then once you deep dive into the first area, you can explain it's sub-braches.

Check out ‘The Pyramid Principle’ by Barbara Minto.


2. Lets assume the interviewer asks for factors that influence X. I then draw my structure. And my structure has two branches: internal and external. For the different branches of my structure, should I mention my thoughts (e.g., for internal I see factor a. Factor a can influence … I also see factor b, factor b can influence X …). Or what should I say for each branch how do I switch maim branches best?

Not sure I fully understand the scope of the question, but internal/external is never a good framework because it is terribly overused. 

Top firms expect more creative answers that are generated specifically for the prompt you are given. 

Once you provide the top-down structure, then you should deep dive point by point in each of them

3. For interviewer-led cases, are you still asking for more information and data (I do not mean clarifying questions) but questions like: do we have any information on XYZ? Or are you only doing this in a candidate-led case?

My philosophy is that you should treat all cases as if they are candidate led. As in, you the candidate should be leading and asking all the questions that you believe are necessary for you to form a first opinion. So, in short, yes, ask these questions if you believe they will help you.

You might find this article also helpful:

Expert Guide: Mastering Structuring & Brainstorming

And I also run this masterclass on structuring from first principles if you want to take your structuring to the next level:

Masterclass: First Principle Structuring

Best,
Cristian

Florian
Coach
on May 18, 2024
1400 5-star reviews across platforms | 500+ offers | Highest-rated case book on Amazon | Uni lecturer in US, Asia, EU

Hi there,

1. You need to highlight the areas you want to talk about first briefly (called signposting). For instance:

“I want to discuss two buckets here, first A because, then second B because. Now starting with my first bucket I have three sub-buckets, ….”

2. Yes, you should mention your thoughts and explain yourself. Interviewers not only look at your answers but also at your thinking behind them, hence always justify your ideas (overcommunicate).

3. Yes, you should. This is one of the key misconceptions for McKinsey interviews. Candidates need to hypothetically move the case forward by stating where to go next, even though the interviewer decides the direction from there.

Have a look at the following to guide your prep:


All the best,

Florian

Alberto
Coach
on May 29, 2024
Ex-McKinsey Partner | Most experienced coach (15 years exp, +2.000 real interviews) | 95% success rate

Q1: should I first explain the first main branch/bucket with its sub-branches and when I explained it, should I switch to the second main branch and explain it?

Always communicate top down. Share first all your level 1 items. Dive dive on each of them sharing first all level 2 items. Once done, share some level 3 iteams for each level 2.


Q2 : Lets assume the interviewer asks for factors that influence X. I then draw my structure. And my structure has two branches: internal and external. For the different branches of my structure, should I mention my thoughts (e.g., for internal I see factor a. Factor a can influence … I also see factor b, factor b can influence X …). Or what should I say for each branch how do I switch maim branches best?

These are the level 3 elements I mentioned in my previous answer. By the way, if your level 1 is internal and external your framework can be massively improved and tailored to the case. Happy to keep talking about this in private, just send me a message.

Q3 : For interviewer led cases, are you still asking for more information and data (I do not mean clarifying questions) but question like: do we have any information on XYZ? Or are you only doing this in a candidate-led case?

Generally no. The interviewer will provide the information you need as you progress through the case. You should only ask whatever you don't understand about the case context.

Best,

Alberto

Agrim
Coach
on May 21, 2024
BCG Dubai Project Leader | 10 years in Consulting + M&A | End-to-end Elite Prep to dominate interviews | Free prep plan
  1.  Most times it is better to go fully in layers. So telling the two branches first, and then the sub-branches. BUT, in some cases it might be better to fully do a main branch first, and then move to the second brand. Difficult to give you exact answer because there are no rules really. If you share the exact framework and case details over message then I can give you a more specific answer.
  2. Same concept as first answer applies. First tell the branches. Then pick one branch and talk about the factors. Then do a transition (for example - “so thats it on the factors in the first dimension, let us look at the factors under the next dimension”). And then go about your business on the rest of it.
  3. Ideally, you should still ask and show case leadership and proactiveness in solving the case.
Pedro
Coach
on May 19, 2024
Bain | EY-Parthenon | Private Equity | Market Estimates | Fit Interview

1. You should mention the complete first layer first, before diving within each branch.

2. Yes, you should provide some thoughts on the potential factors impacting each branch. If it is structured and MECE, even better.

3. In general no, that is not the idea. But if there's an additional piece of information you would need in order to make an analysis if COMBINED with the information that was presented to you, you can mention that. While unlikely to get the information, it provides the interviewer with a view on how you would approach the problem in real life.

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