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FIRST YEAR ROADMAP

Session 1: Casing Overview, Prompts, and Clarifying Questions

September 18, 2024

Reilly Shew Summer Internship: Prod Mgmt @ Honeywell Atlanta, GA Pre-Fuqua: Financial Analyst @ Electric Insurance Company

Meet your DMCC professional development cabinet for 2024-25!

Nandita Thapliyal Summer Internship: Summer Consultant @BCG Atlanta Pre-Fuqua: CEO's office at National Payments Corporation of India (NPCI) Manpreet Kaur Summer Internship: Summer Associate @ McKinsey Dallas, TX Pre-Fuqua: Project Manager @ O&G company

Reilly Shew Summer Internship: Prod Mgmt @ Honeywell Atlanta, GA Pre-Fuqua: Financial Analyst @ Electric Insurance Company

Meet your session 1 roadmap instructors for the afternoon!

Caroline Wilczynski Summer Internship: Summer Consultant @ BCG Washington, DC Pre-Fuqua: Valuation & Damages @ Secretariat Advisors Nandita Thapliyal Summer Internship: Summer Consultant @BCG Atlanta Pre-Fuqua: CEO's office at National Payments Corporation of India (NPCI) Manpreet Kaur Summer Internship: Summer Associate @ McKinsey Dallas, TX Pre-Fuqua: Project Manager @ O&G company Zach Tady Summer Internship: Summer Consultant @ BCG Summit, NJ Pre-Fuqua: US Army

AGENDA

Roadmap Overview (60 mins)

Introduction to roadmap and expectations (10 mins) Casing structure (20 mins) Live case demo (30 mins)

Prompts Lesson (20 mins)

Clarifying Questions Lesson (25 mins)

Break (15 mins)

Prompts & Clarifying Questions Practice (60 mins)

This room is where your first squad of advocates is born! Consulting is all about people, so it’s only fitting that the journey to get there is a team effort. Let’s crush it together!

Roadmap is a 5-week course that will prepare you for casing interviews at consulting firms. Our structured approach can also be helpful for tech, healthcare, and marketing interviews.

General FY Consulting Recruiting & Casing Timeline

September October November Dec. & Jan.

• Keep practicing cases (& behaviorals!)
• Relax :)
• Most FY Interviews occur in January (mainly virtual)
• FY Roadmap Sessions 3 & 4
• Casing Families announced!
• Start practicing cases with SYs!
• Week in Cities
• FY Roadmap Sessions 1 & 2
• Consulting Symposium
• Company Presentations & Coffee Chats

Recruiting Kickoff Casing Kickoff Applications Due Interviews

• FY Roadmap Session 5
• Begin practicing cases with FYs
• Deadlines for most Firm Applications
• BCG’s Online Case, McKinsey Solve & Bain's Assessment
• Interview Invites

Quick Guide for Casing Resources

TRENDS/NEWS

• Learn business

“vocabulary”

• Stay current on

business news &

industry trends

MATH PRACTICE

• Learn tips & tricks

for quick math

• Do drills to

practice common

math operations

COURSEWORK

• FY Fall 1 and Fall

2 curriculum

will reinforce

casing skills

• Come to

Roadmap!

MAKE FRIENDS!

• FY and SY friends

are your network!

• These people will

be great resources

to case with you in

Fall 2 ☺

** (Don’t set up

RocketBlocks accounts

yet!)

One last note before we begin…

• You got into Fuqua! – We know you are fully capable of crushing casing!
• There is no one way to case – Everyone will develop their own styles
• Please ask questions! – We are here for you and want to help you succeed!
• Have fun! ☺

We know casing can feel daunting at times, so please keep the below in mind:

Tools you will need for today’s session

Name Tag Pen / Pencil Paper Phone / Laptop

QUESTION 1

TEST RUN On a scale of 1 to ‘I could be a consultant already,’ how comfortable are you with the idea of solving a case?

AGENDA

Roadmap Overview (60 mins)

Introduction to roadmap and expectations (10 mins) Casing structure (20 mins) Live case demo (30 mins)

Prompts Lesson (20 mins)

Clarifying Questions Lesson (25 mins)

Break (15 mins)

Prompts & Clarifying Questions Practice (60 mins

Your Roadmap to Rocking a Case Interview!

Step 1: The Problem (A.K.A. "The Setup")

➢ Listen Like a Pro: Pay attention to key details—client objectives, metrics, and all the juicy stuff

➢ Readback Magic: Say it back like you own it—just to make sure you're on the right page

Prompt

Step 2: Ask the Big Questions

➢ Pop 3 - 5 smart questions to get the full picture—think of it as detective work for consultants!

➢ Understand their goals , business model , and industry quirks

Clarifying

Questions

Step 3: Build Your Master Plan

➢ Game Plan Time! Break the problem into bite-sized chunks like a boss

➢ Show off your structured thinking and steer the case ship confidently

Framework

"You’ve got this – let’s break it down!"

Step 4: Exhibit Time!

➢ Think of exhibits as puzzle pieces the interviewer gives you—analyze the charts/ graphs/

tables

➢ Unlock those "Aha!" moments by asking, "What's this really telling me?”/ "How does it

help?"

Exhibits

Step 5: Math in Public? No Biggie!

➢ Crunch those numbers like you’re on a cooking show, explaining each step.

➢ Show how the math fits into your awesome solution—like a pro chef pulling together a

perfect dish

Public Math/

Market

Sizing

Step 6: Brainstorm like a Consultant!

➢ Be quick on your feet—this is where your creativity shines!

➢ It’s your elevator pitch to why YOU are the consultant they need. Flex those mental

muscles!

Brainstorm

Step 7: The Grand Finale

➢ Give your 30-60 second recommendation like you’re wrapping up a TED talk—keep it confident and

crisp!

➢ Back it up with reasons, call out any risks, and lay down your next steps.

Conclusion