Consulting Prep AI
The Case Blueprint

How a great case is actually run.

Twelve moves, in the order they happen — from the second the prompt starts to the final recommendation, all threaded through one running case: Harborline Coffee Roasters. This is the positive mirror of the scoring system: every move here is one interviewers reward. Learn the sequence, then go make it a habit.

01Before you speak

Listen & capture

The case begins before you say a word. While the prompt is read, your only job is to capture it: the client, the goal, every number, and anything that sounds like a constraint. Don't interrupt — every figure in the prompt is intel you'll want later, and interviewers notice who catches it the first time. Write in a structure, not a transcript.

The interviewer reads the prompt

"Your client is Harborline Coffee Roasters, a mid-size regional coffee roaster. Over the past two years its operating margin has fallen from 18% to 11%, while revenue has stayed roughly flat. The CEO wants to know why margins are declining — and what to do about it."

Just listen — no interrupting The running example — every stage below continues this case
Your notesstructured, not verbatim
ClientHarborline · regional roaster
Goalwhy margin fell — and fix it
Numbersop margin 18% → 11% · 2 yrs
Flagrevenue roughly flat
? to askwhich lines / channels?

Set the page up before the case even starts: framework space up top, a numbers column with labels, and a margin for questions. Labeled numbers ("op margin: 18% → 11%") beat floating digits every time — future-you will thank present-you mid-math.

02First words

Play it back

Your first move is a synthesis, not a repeat: compress the prompt into one clean sentence in your own words, then confirm the two things everything else hangs on — the objective and the success metric. Solving the wrong problem brilliantly still scores zero, and this ten-second move makes it impossible.

Interviewer — the Harborline prompt

You — own words, one breath

"Just to make sure I've gotten everything down correctly, Harborline's operating margin has dropped seven points — 18 to 11 — over two years, on roughly flat revenue, and we're here to find what's driving that and how to fix it. Does that sound correct?"
Objective confirmed Success metric locked: margin back toward 18%

Synthesize, don't parrot. Reading your notes back word-for-word signals stenography; compressing them signals understanding. If the interviewer corrects your playback — perfect. That correction just saved you the whole case.

03Before diving in

Ask 1-3 sharp clarifying questions

Great candidates buy certainty cheaply: one to three sharp questions before any framework. The classics cover scope (what's in and out), the definition of the goal (profit, share, or something else — by when), and key constraints (budget, timeline, non-negotiables). Then stop asking and start solving.
“Is the decline across all of Harborline's product lines and channels — wholesale and retail — or concentrated in one?”Scope
“By margin we mean operating margin — and is the goal getting back to the full 18%?”Definition
“Did anything change two years ago when the slide began — pricing, contracts, a new line?”What changed
3 of 3 — that's enoughthen commit

The best clarifier is one whose answer would change your structure. "How many SKUs does Harborline sell?" is data-fishing; "did anything change two years ago when the margin slide began?" reshapes the whole tree. One great question beats three mediocre ones.

04Earn your thinking time

Take a minute, build the tree

Ask for 60–90 seconds — it's expected, never penalized. Use it to build a MECE breakdown: buckets that don't overlap and together cover the whole problem. Make it tailored — the client's words in your branches, not a textbook framework — then signpost it out loud and finish by proposing where to start. That last sentence turns a structure into leadership.
"Could I take a moment to structure my thoughts?"
1 · Price & mixNet price realizationProduct & channel mix2 · Cost structureGreen-coffee input costRoasting ops & overhead3 · Market & competitionCompetitive pricingCustomer & segment shiftWhy did margin fall 18% → 11%?
MECE — no overlaps, no gaps Tailored to this client "I'd start with cost structure — margin fell on flat revenue"

Deliver it titles-first: name your three buckets up front — "I'd look at three things: price and mix, cost structure, and the competitive market" — so the interviewer has the map. Then walk into each one a level deeper: "on price and mix, I'd check net price realization and channel mix…". Headlines first, then depth — the interviewer should be able to draw your tree from your words alone.

05Drive, don't drift

Lead with a hypothesis

A structure tells you where to look; a hypothesis tells you what you expect to find. State it, name the evidence that would confirm or kill it, and go get that evidence. That single habit flips you from passenger to driver — and driving is precisely what's being assessed. Wrong hypotheses are fine; unfalsifiable wandering is not.

"My hypothesis: Harborline's slide is cost-led— green-coffee input prices have risen faster than we've passed through in price."

The test:"Could we look at cost per pound over the two years? If it's flat, I'm wrong — and I'd move to price and mix."

Reactive

"What data do you have?" — waiting to be led, hoping the answer surfaces.

Hypothesis-led

"I expect X because Y — can we check Z?" — every request has a reason.

State Test Update repeat until the answer falls out

Anchor the hypothesis in something — a fact from the prompt, a clarifier answer, industry logic. "I'd guess costs" is a coin flip; "Harborline's margin fell seven points while revenue held, so something on the cost side moved" is reasoning. Same bucket, very different score.

06The math moment

Quant, done cleanly

The ritual never changes: state the approach first — before touching a single number — then run a clean chain with units on everything, sanity-check the result against reality, and land the "so what". The number is never the answer; what the number means for the client is the answer.
1 · State the approach2 · Run the chain3 · Sanity-check4 · Say the so-what
"Before I calculate: price per pound × volume gets me Harborline's revenue; subtract cost per pound the same way — then I'll run today against two years ago to size the gap. Sound OK?"

Price

$10

per lb

×

Volume

10M

lb / yr

=

Revenue

$100M

per year

Costs

$89M

$8.90 / lb

=

Profit

$11M

11% margin

Sanity check: two years ago the same chain gave $82M cost → $18M profit — exactly the 18% we were told. Units carried through: $, lb, years.
So what:"The seven-point slide is a $7M problem — cost per pound rose $0.70 to $8.90 while price held at $10. Harborline either passes that $0.70 through in price or takes it back out of cost."

A driver tree is your friend: break the target number into its drivers before computing anything, and the arithmetic becomes a walk down the tree. Round aggressively but say so ("call it $90M of cost") — clean approximate math beats messy precision, and a stated approach means a small slip costs you little.

07When the chart lands

Read the exhibit like a consultant

Resist the urge to blurt a conclusion. The professional sequence is: describe first (title, axes, units — what is this?), read it correctly, land the key insight the chart was built to hide in plain sight — ideally without help — and then draw the implication for the client. Describing first isn't stalling; it's scored, and it buys your brain time.
Harborline — cost per lb by component, 2 yrs ago → todayExhibit 2
Green coffeeLaborFreight & OH

Describe

“Cost per pound, three components, two years apart.”

Read

“Labor and freight are flat…”

Key insight

“…green coffee is up $0.70 / lb — that IS the whole $8.20 → $8.90 rise, and price never moved.”

Implication

“So Harborline's case turns on pricing pass-through and procurement, not operations.”

Ten seconds of silent scanning is completely fine — say "let me take a moment with this" and use it. Then say the headline before drilling in. Reaching the insight unaided is the top rung; if you need a nudge, taking it gracefully and running with it is the next best thing.

08Think like an owner

Business judgment & creativity

Every idea you float gets silently tested against reality: does it respect the client's constraints? Would an operator actually do it? Practicality is the price of admission — and once you've paid it, a couple of genuinely non-obvious ideas are what separate a good interview from a memorable one. Creativity is a bonus, never a substitute.
Keep the top wholesale accounts Impact within 12 months Brand is premium — no cheapening the beans

Solid

Pass part of the $0.70 through — start with retail bags, where price sensitivity is lowest.

Solid

Forward-buy and hedge green coffee to cap next year's input swings.

Non-obvious · bonus

Turn the pricier bean lots into a 'Roaster's Reserve' line at a premium — margin from the problem itself.

still respects every constraint

Test creative ideas out loud against the constraints before proposing them — "the Reserve line adds margin without cheapening the beans, so the premium positioning holds." An impractical "creative" idea costs you judgment points; a practical one earns you both.

09The stress test

Handle pushback with poise

Pushback is a test of process, not a verdict. When the interviewer challenges you, first integrate what they actually said. If you're right, defend with reasoning — calmly re-walk the logic. If they've given you new information, update visibly and show what changes. The two failure modes are mirror images: caving instantly, and digging in blindly. Confident, not stubborn.

Interviewer — pushing

"Hmm. Green coffee up $0.70 a pound — but the commodity index only rose about half that. Are you sure you're reading that right?"

When you're right — defend

"It's Harborline's landed cost per pound, not the index — specialty-grade lots, freight and FX all sit in that line. The exhibit supports that: let me re-walk it."

When it's new info — update

"If half the $0.70 is a deliberate shift to pricier specialty lots, that's a choice, not the market — the structural gap is nearer $3.5M, and pricing should carry more of the fix."

What sinks candidates: the instant cave-in ("oh, you're right, sorry") and the blind dig-in. Both skip the thinking.
Poise under pressuresteady

Hints and steers are collaboration, not defeat — take them gracefully and build on them fast. The candidates who score highest treat the interviewer as a teammate with extra information, not an adversary to outlast.

10Where the value is

Prioritize ruthlessly

Every case hides one driver that dwarfs the rest. Strong candidates find it, lead with it, and order everything else by impact. Say the ordering out loud — "pass-through is 70% of the gap, so it goes first" — and consciously park the minor drivers rather than chasing them. Time spent on a 10% driver is time stolen from the 70% one.
Price pass-through lead here70%
Bean procurement & hedging20%
Ops & overhead trimpark it10%
"Pass-through covers ~70% of Harborline's $7M gap, so I'll spend our time there; procurement second; overhead I'd note and move past."

"Park it" is a power move, not a dodge: naming a minor driver and consciously deferring it shows you saw the whole board and chose. Silently ignoring it looks like a gap; chasing it looks like poor judgment.

11Land the plane

The recommendation: answer first

When asked to wrap up, the CEO just walked in and has sixty seconds. Answer first — a committed, one-sentence recommendation — then the support in a fixed order: key reasons, risks with mitigations, next steps. No re-telling the case journey, no "it depends". You had the whole interview to hedge; this is the moment to commit.
~60 seconds, structured

1 · The answer — first, committed

"I recommend Harborline pass the $0.70 bean-cost rise through in price and lock forward contracts on green coffee — that wins back most of the seven lost margin points within 18 months."

2

Key reasons

“Three reasons: green coffee is the entire cost rise; our price hasn't moved in two years while competitors took increases; and the premium brand gives us the room.”

3

Risks & mitigations

“Biggest risk is volume loss in wholesale — mitigate by phasing the increase and protecting the top accounts with volume contracts.”

4

Next steps

“First 90 days: reprice the retail bag lines, open renegotiation with the top-10 wholesale accounts, and hedge next year's bean purchases.”

Complete — answer, reasons, risks, next steps No "it depends"

Notice the shape: the conclusion leads and everything after it supports. If you only remember one thing from this page, make it this — start your final answer with the answer.

12Always on

The golden threads

Five behaviors run through every minute of the case and get scored continuously, not at any one moment. They're the difference between a candidate who solved the case and one who sounded like a consultant while solving it.

Signpost everything

Headline where you're going before you go: “three buckets — price, cost, market. Starting with cost.”

Stay concise

Make the point, land the so-what, stop. Rambling is a scored detractor.

Calm confidence

Minimal hedging, steady pace, commit to your calls. Poise reads as competence.

Own the clock

Move with purpose; know which sections deserve your minutes and which don't.

Organized paper

A framework up top, labeled numbers, math that reads top-to-bottom. Your notes get seen.

These threads are why two candidates with identical frameworks can score twenty points apart. Drill them until they're unconscious — then all your attention is free for the actual problem.

The payoff

How this maps to your score

Nothing on this page is decorative — every move maps straight onto the dimensions your debrief scores. Three families carry the weight, and the verdict ladder is just those good moves, compounded. Every rung is reachable with reps.

Problem-Solving

Structure, hypothesis, quant, exhibits, judgment, prioritization, synthesis — chapters 1 to 11 are this family.

Communication & Presence

Signposting, conciseness, poise, adaptability, collaboration — the golden threads live here.

Performance

Speed of thought and the organization of your paper — the always-on delivery layer.

Strong Pass · 86+the moves on this page, executed as habits
Pass · 74+most moves landing, a few rough edges
Borderline · 62+the skeleton is there — drill the weak stages
Fail · 48+everyone starts here; nobody has to stay

You know the blueprint. Now run it.

Reading the moves is 10% of it — the other 90% is reps under real pressure, with a debrief that tells you exactly which stage to drill next.

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