2011-2012 American Marketing Association
Collegiate Case Competition Rules
Pearson Learning Solutions
The 2011-2012 Case Competition is open to those schools that have an affiliated undergraduate AMA
Collegiate Chapter.* Additionally, all case team members must be AMA members in good standing with
current paid dues to the American Marketing Association. Non-AMA members may not contribute to the
Schools must have an AMA-affiliated undergraduate chapter to be eligible to compete. Schools without
an AMA-affiliated undergraduate chapter may form a chapter and affiliate promptly so they may enter the
* Graduate Students and Graduate Chapters may respond solely for the purpose of feedback to
their solution. Such solutions would become the property of the corporate sponsors.
There is no limit to the number of Chapter members who may participate in the preparation of the written
case entry as long as they meet the eligibility requirements previously discussed.
Confidentiality: By participating in the case competition, all members of the team are agreeing to keep
the information in the case confidential. All case submissions become the exclusive property of the
corporate sponsor. The RELEASE AND OWNERSHIP TRANSFER AND CONFIDENTIALITY
AGREEMENT is attached.
Research with Vulnerable Populations: Any team conducting research with a vulnerable population
(including minor age subjects) MUST proceed under the research requirements and approval processes
set forth by their university. Such requirements typically include approval by an Institutional Review
Board (IRB). Teams are REQUIRED to gain IRB approval prior to commencement of the research. For
more information about the legal implications of conducting research with vulnerable populations, contact
your university’s Institutional Review Board, and visit http://www.hhs.gov/ohrp/. Due to the short time
frame in which this case solution must be constructed, teams are encouraged to consider alternative
methodology which does not involve subjects in a vulnerable population.
1. Due Date. Chapters should send their written analyses in a PDF format via electronic transmission as
an attachment to an email message to firstname.lastname@example.org before Tuesday, December 13, 2011, 11:59
pm CST. Transmissions should include a “delivered” receipt option.
There are NO EXCEPTIONS to the deadline.
2. Presentation. The written analysis including all essential tables must not exceed 20 single-spaced
pages with 1-inch margins and no smaller than 11font type. Do not double-space the report. This 20-page
limit includes all charts, tables, and graphs within the text. If you choose to double-side your written
entry, each side of the paper will count as a page. A cover page (without any identification of members or
college/university), table of contents, and bibliography should be used but do not count toward the 20-
You may also include a maximum of 20 pages of appendices that may include: storyboard or promotional
information not essential to the written discussion; relevant primary or secondary data and charts; and
other relevant items. Timelines should be included in the appendix. The case solution must not exceed the
maximums in either instance. Written submissions should contain largely text, perhaps tables, and good
use of space, rather than using the pages for providing illustrative items, such as graphics and
photography. The appendices allow you to develop or illustrate ideas that are not the “meat” of the paper.
3. Entry Form. Each team’s entry must contain a separate entry form (attached) including only the name
of the college/university and listing the names and AMA member ID numbers for each team participant.
Should additional members join the case team after submitting the entry form, the team must send an
updated form containing the names and membership ID’s of additional participants. All listed team
members are bound to the RELEASE AND OWNERSHIP TRANSFER AND CONFIDENTIALITY
AGREEMENT in order to participate in this case competition.
4. Identification. The college/university name or team members’ names must NOT appear anywhere in
your written case or on the cover. There should be no indication of the campus location and other
identifying words within any part of your document. Check that your research findings and appendices do
not divulge your school. For example, make sure that your university name is not listed on the survey
documents if included in the appendix. To ensure equal attention to all submissions, school
identification will result in a five point deduction to your final case score. To guarantee that your
university/college is not penalized, it is highly suggested that you do a word search on your
Scoring of written submissions:
1. The scores of the written analyses will determine the eight finalists for the final oral competition. These
scores will come from a panel of over 50 preliminary judges who are executives in external corporations
The entrants must proofread their work and use good grammar and spelling. We strongly encourage each
entering team to use the spell and grammar checker in its word processing software. Be alert to words that
are homonyms; e.g., one word that can be spelled in more than one way (hear, here). Grammar checker is
correct only some of the time! Please read the manuscript several times, with one person reading aloud to
another, which should insure a well-written document.
2. See the case for a breakdown detailing how the preliminary judges will score the written analyses. The
teams with the eight highest scores will become the finalists in the oral competition. We will make every
effort to notify the eight finalists by January 20, 2012. Those who compete and are not finalists will also
receive recognition at the 2012 AMA International Collegiate Conference.
Guidelines for the finalist teams:
There will be two sets of judges:
Preliminary judges who are corporate executives and serve as the readers that score each entry
AMA International Headquarters distributes to them; and,
Finalist, on-site judges who watch and score the eight finalist teams. These judges will be
provided by Pearson Learning Solutions.
1. Preliminary Judges. Scores of the written analyses will determine the eight finalist chapters that
present their solutions in person on Thursday March 22, 2012, to the on-site judges. The finalist judges
will be either executives from the sponsoring organization, Pearson Learning Solutions, or their
Between January and March, the eight finalist teams can add to and correct anomalies mentioned by the
preliminary judges. However, the on-site, finalist judges may refer to your written work and will consider
it in their final scoring determination. Pearson Learning Solutions will have access to the written cases
prior to the presentations. The written case and presentation will each be weighted equally by the finalist
judges in determining the case winner.
2. Finalist Presentations. Each Chapter selected to compete in the finalist portion of the competition may
select no more than four students from its writing team to present the results. A fifth person from each
team may serve as a facilitator. The students selected to participate in the final competition (maximum of
four plus a student facilitator) must have worked on the written case entry and their names must be listed
on the entry form (attached). The facilitator may act as a coach in the preparation stage, operate
multimedia equipment, handle charts, props and aid the oral presenters in all ways including getting bids
and making purchases for the team when requested.
The facilitator does not present or contribute to the oral presentation except to aid in the illustration and
demonstration of materials. All five team members (four presenters plus one facilitator) must pre-register
as attendees of the AMA’s 2012 International Collegiate Conference, March 22 – March 24, 2012.
3. Follow-Up Presentation. The first place team should be ready to participate in a conference session
where they will present their award-winning presentation. This session will tentatively occur the early
afternoon of March 24, 2012.
4. Audio-Visuals. The AMA will provide all multimedia equipment so student teams should not bring
their own equipment other than their own computer. Any and all exceptions to this and other rules herein
must be cleared through International Headquarters. For this purpose, you may telephone 800.AMA.1150
x9077 and leave a complete message with the call-back area code and telephone number, or you may send
an e-mail message with the heading of “AV permission” to email@example.com.
5. Arrival. A member of each finalist team must be prepared to arrive at the conference site by 7:30
a.m. to confirm the teams’ presence on the assigned presentation day, Thursday, March 22, 2012. Each
team should arrive outside of the presentation room 15 minutes prior to its scheduled presentation time.
Teams will be allowed to view the presentation room at 7:00am the morning of March 22, 2012. After
this viewing time, teams may not enter the competition room until their assigned times for presentation.
6. Notification. The eight selected finalists will receive details by postal mail and email with instructions
on preparing for the finalist portion of the competition, including assigned presentation times,
presentation length and other details.
7. Viewing the Presentation. Faculty Advisors and Collegiate Chapters Council members of non-finalist
schools may observe the Case Competition finals. However, all viewers are agreeing to maintain
confidentiality regarding the content of the presentations and may not interact with any participating
teams throughout the day. Schools may stay to watch the presentation following their presentation time.
For example the 8:00 presenters may watch the 8:50 presentation.
2011-2012 American Marketing Association
Case Competition Entry Form
College / University Name:
2011 - 2012 Case Competition entries must be submitted to the AMA by 11:59 pm Central Time on
Tuesday, December 13, 2011. This form must accompany the submission as a separate file.
Please list the names and AMA membership numbers of the individuals who worked on your Chapter’s
written entry and include this form with your written case analysis. All individuals must be members of
the collegiate division of the American Marketing Association and have a verifiable membership number.
All individuals listed below agree to The RELEASE AND OWNERSHIP TRANSFER AND
Name Member Number
RELEASE AND OWNERSHIP TRANSFER AND CONFIDENTIALITY AGREEMENT
In connection with, and as consideration for, your participation in the Pearson Learning Solutions
sponsored Collegiate Case Competition (the “Competition”), by participating in the competition, you
agree that any and all materials relating to presentations, documents and any other aspect of the case entry
(“Materials”) you are submitting shall become the sole and exclusive property of Pearson Learning
Solutions to use in any manner that it deems fit. Accordingly, you hereby assign outright to Pearson
Learning Solutions the entire right, title and interest both in the United States and abroad, to such
Materials without payment or compensation. In addition, you hereby authorize Pearson Learning
Solutions to use your name with any and all of these Materials for informational, historical or commercial
(including advertising) purposes in any and all forms of media including, without limitation, television,
print, internet, etc.
As a participant in the Competition, you may receive “Confidential Information” relating to Pearson
Learning Solutions, including, by way of example and without limitation, new products, commercial
plans, data, know-how, formulae, processes, designs, sketches, photographs, plans, drawings,
specifications, samples, reports, customer, pricing information, studies, findings, inventions and ideas.
To the extent practical, Confidential Information shall be disclosed by Pearson Learning Solutions, if at
all, in documentary or tangible form marked “Proprietary” or “Confidential”. In the case of disclosures in
non-documentary form made orally or by visual inspection, Pearson Learning Solutions shall have the
right, or if requested in writing by you in advance of the disclosure, the obligation to confirm in writing
the fact and general nature of each disclosure.
In the event that Pearson Learning Solutions discloses Confidential Information to you, you agree that
you: (1) will hold the Confidential Information in confidence by using the same degree of care, but not
less than a reasonable degree of care, as you use or would use to protect your own confidential
information; (2) will take such steps as may be reasonably necessary to prevent disclosure of the
Confidential Information to others; (3) will not commercially utilize the Confidential Information without
having obtained the written consent of Pearson Learning Solutions; (4) upon request, will return
Confidential Information to Pearson Learning Solutions; and (5) shall promptly notify Pearson Learning
Solutions in the event that you are legally required to disclose any portion of the Confidential
Information, so that Pearson Learning Solutions may take steps to protect its Confidential Information.
The confidentiality and non-use commitments set forth above shall not extend to any portion of
Confidential Information which is known to you at the time of your receipt of such information from
Pearson Learning Solutions; which is or becomes generally available to the public through no fault of
yours; which corresponds in substance to that furnished you by any third party having a bona fide right to
do so and no confidential obligation to Pearson Learning Solutions with respect to the information; or
which corresponds to that furnished by Pearson Learning Solutions to any third party on a non-
You further agree that: (1) neither you nor Pearson Learning Solutions has any obligation to purchase any
service or item from each other; (2) neither you nor Pearson Learning Solutions has an obligation to offer
for sale products using or incorporating Confidential Information; and (3) you and Pearson Learning
Solutions do not intend that any agency or partnership relationship is created.
This agreement is effective as of July 21, 2011.