Case Interview Guide:
Ultimate Guide to Master the Case Interview at McKinsey, BCG & Bain

Case interviews are THE primary tool for consulting firms to test candidates. They are not only used by the MBB firms (McKinsey, BCG & Bain) but also by the Big 4 (Deloitte, EY, PwC, KPMG) and Boutiques (LEK, Olivery Wyman, Accenture, etc.). Below you'll learn what they are, why firms are using them, and how to ace them.

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What is a case interview and why is it so important

The consulting industry, especially at the best firms, has a highly competitive selection process. In this process, case interviews are THE primary tool to assess candidates. The idea is to check whether a candidate has the potential to become a great consultant. The case interview allows firms to test a variety of skills that are important on the job. Case interviews — in combination with other elements of the consulting hiring process such as the personal fit interview — have turned out to be the best predictors for future job performance. That’s why the concept of case interviews hasn’t changed in decades, and won’t change anytime soon.
A case interview can go into infinite directions but its typically a business or organizational matter. You’re helping a corporation or a government solve a certain problem or answer a specific question. For example:
  • The CEO of a retailer is thinking about launching a new product category and you’re asked whether this is a good idea
  • A bank is losing customers, and you need to help turn the situation around
  • A steel producer needs to reduce costs and you’re asked to make suggestions
In principle, it’s a simplified version of a real consulting project. A real engagement may take 10 weeks of full-time work by a team of 3 or more consultants — where a junior consultant would only be responsible for a single workstream. The case interview is a gamified version of this — with the goal that you solve it all by yourself in typically less than 30 minutes. It's mutually understood that you, together with the interviewer, act out the scenario as if it was real.
Case interviews don't just exist in consulting. Hiring for strategy roles in corporates, or for private equity jobs increasingly involve case interviews. That's because over the years, many ex-consultants have been moving to these firms and with them, their practices. There's increased awareness that solving case interviews is something that also sharpens the business mind — which is why we may see even more case interviews at non-consulting firms in the future. 

The 7 skills and traits you need to succeed in consulting

How case interviews test these 7 skills and traits and what makes a good performance

How a case interview is typically structured

The case is not the only thing you're doing in a consulting interview. The case is embedded within a consulting interview, which can consist of many potential elements. Typically it's a combination of the following:
  • Introduction and small talk
  • Interviewer questions about personal story and motivation
  • Case interview
  • Candidate questions for the interviewer
The weighting and order of those parts depends on the firm, but the case interview will always play a major role. We'll discuss the other elements of a consulting interview separately. The case itself also follows a certain structure, which typically looks as follows:
  1. Case briefing: The interviewer introduces the situation and outlines the problem you’re solving in the case
  2. Structuring: You can take some time to structure the approach. In an interviewer-led format, you can take some more time, to develop a comprehensive and very detailed structure. In an interviewee-led format, you'll take less time and develop more of a barebones version of an issue tree
  3. Progressing through the case: You will be presented with information and with questions by the interviewer and have to solve them. In an interviewee-led format, you have more leeway in what to do when, but ultimately the interviewer will steer you in a direction. The interviewer doesn’t have an answer or an exhibit for all possible questions, so of course there will be guidance. In an interviewer-led format, this guidance is stronger. The interviewer may ask very precise questions and provide you with a concrete exhibit
  4. Closing with a recommendation: After having exhausted all sensible branches of an issue tree, or simply when the interviewer says so, you're asked to give a recommendation to the client. Again you can take some time to go over the case and develop a final recommendation. This is usually complemented by supporting arguments, and maybe even some caveats, or next steps that the client should consider

The difference between interviewer-led and interviewee-led case interviews

The distinction between interviewer-led and interviewee-led describes the way the interview is conducted. 
  • Interviewee-led: In the interviewee-led format (also known as candidate-led format), the candidate needs to drive the case forward, while the interviewer takes a more passive approach. The candidate needs to make a plan of action, request information and perform analyses. The interviewer assists by giving out information and steering the candidate lightly
  • Interviewer-led: In an interviewer-led case interview, the interviewer steers more strongly, and typically gives the candidate concrete tasks to perform
Overall, the differences between formats should not be overemphasized. In an interviewee-led format, the interviewer will still provide guidance. The case must come to a conclusion and the interviewer wants you to get on the right track eventually – so it has elements of an interviewer-led format. Moreover, the interviewer can't allow you to explore any direction of the case as she only has exhibits and information on a limited number of branches in the issue tree. On the other hand, an interviewer-led case doesn’t mean you can sit back and wait for orders by the interviewer. You’re asked to be proactive, make a plan, suggest next steps, and drive the case. At least that’s what good candidates do. So there’s less of a difference than you think, and if you’re great at cases, you’ll succeed in any format – the skillset you need is the same.
McKinsey is the one company that insists on an interviewer-led format and uses exclusively this style. Other firms are less stringent and typically lean more towards an interviewee-led style like BCG and Bain & Company. But again, there’s a big overlap.

Full case interview vs. brain teasers

Brainteaser test a narrower skillset, typically only one or two aspects of a full case interview. This could be your creativity, your conceptual problem solving, or your quantitative abilities. They aren’t used by the big strategy consulting firms, but can be found at other firms. Even non-consulting firms, like corporates are known to give brain teasers.
If you know that a firm is using them and what skills they’re looking for, you can try and specifically prepare for them. Otherwise it’s a safer bet to become good at case interviews in general, as you’ll master the whole palette of required skills.
Classic examples for a brain teasers would be:
  • How many golf balls can you fit into an airplane?
  • It can also be closely related to a market sizing question, for example: How many pencils are sold annually in the US?
The cornerstone of solving brain teasers is being structured and following a logical step-by-step approach. In this way, brain teasers are very similar to case interviews. Just break down the brain teaser into smaller, more manageable components and start from there. 

Facts and metrics to know for case interviews

For brain teasers as well as for case interviews, it can be quite useful to remember some key numbers about countries and geographies. For example, it is good to know that the US have a population of around 300 million. This would already help you in the market sizing example stated in the list above. But no one expects you to know the population of any country in the world. Just memorize the key markets and the specific market of the office you are applying to. Here are some key population figures that are useful: 
  • Global: 8 billion 
  • USA: 300 million
  • Europe: 750 million
  • EU: 450 million
  • China: 1.4 billion
  • India: 1.4 billion
Notice how these figures are all rounded, often quite generously. But that's perfectly fine, we just want to get a rough figure, an order or magnitude if you will. Aside from population figures, there are some facts that are quite handy to know. For example it is useful to roughly know the relationship between the following metrics (the numbers are again rounded for simplicity):
  • 1 mile is 1.6 kilometers
  • 1 inch is 2.5 centimeters
  • 1 gallon is 3.8 liters
  • 1 foot is 30 centimeters
  • 1 pound is 0.5 kilogram
The more obscure facts (e.g., how many pounds/kg one stone is (UK weight measurement)) are fine to ask the interviewer. No one expects you to know such things. 
If you've gained some experience abroad (i.e., to understand the relationship between the metric and imperial system) and walk through life with two open eyes, you are probably familiar with the most important metrics that could come along in a case interview. Don't overemphasize memorizing facts and figures. Your time is much better spent in preparing for the case interview and working on personal fit. We have never seen the need to know the GDP of one specific country or region at case interviews at MBB firms. If you are applying for specific roles at boutique consulting firms that focus on economics this advice is obviously not applicable. 

Alternative settings and interview types

There are case interview variations where you’re not 1:1 with the interviewer, but in a different setting. All of these variations are similar, and the foundation of your preparation should be regular case interviews. They typically test an additional aspect of your skillset that the particular company deems important.
  • Group case interviews: You’re solving the case together with other people, similar to an assessment center. The idea is to test how well you interact with a group of people. Of course you need to make sure that you’re making valuable contributions. Don’t just say something to have a large share of voice, but make your contributions count. Most crucially though, you need to involve other people. Listen to their ideas and don’t be shy to praise team members. Actively involve other team members in the problem solving approach. Don’t shoot down ideas or interrupt people. A consulting project is never a competition among team members. It’s about helping each other, and making each other shine.
  • Written case interviews: In a written case interview, you’re often given large amounts of data, sometimes dozens of slides. Then you have an hour or two to review the information, make the necessary analyses, and create slides to present your findings. Since the end product of a consulting engagement is basically always a slide deck, written communication in PowerPoint format is extremely important, which is tested in this type of interview. If you anticipate this type of interview, make sure that your PowerPoint skills are solid and you can quickly create a presentation with basic charts and graphs. Check out presentations of consulting firms which you can find online.
Different aspects of all these variations may be combined, and include a written portion, a discussion in a group, or a presentation in front of interviewers. The better you understand the job of a management consultant, the better you know what the interviewers are looking for. So try and learn as much as you can about the consulting industry. And of course, make sure that your case interview fundamentals are strong, since they will serve you in all situations.

General good habits in case interviews

Regardless of the firm, the format, or the case, there are a few habits that you can employ, which will always serve you well

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