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How to Ask Better Clarifying Questions in a Case Interview

Flavio Soriano

Flavio Soriano

Former Arthur D Little and McKinsey Consultant

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How to Ask Better Clarifying Questions in a Case Interview

Sitting across from an expert interviewer and having to analyze complex business scenarios on the spot is no easy task. Too many candidates stumble when it comes to asking questions. They either ask the wrong things entirely or skip questions altogether in their haste to jump into problem-solving mode.

As someone who has been on both sides of the table many times, I know firsthand how crucial it is to ask the right clarifying questions. So, in this guide, I’ll share the art of asking better clarifying questions in case interviews.

Let’s start at the beginning – understanding why clarifying questions are so critical in the first place.

Why Asking Questions is Crucial in Case Interviews

Imagine you’ve just been presented with an intricate new business scenario by your interviewer. Your mind starts racing as you try to absorb all the details. You’re eager to dive in and show off your problem-solving chops. But hold up!

Before you start parsing through the data and offering your solutions, there is one critical step you need to take first – asking thoughtful clarifying questions.

Many candidates underestimate the power of a good clarifying question. But in reality, these questions make or break your performance in the case interview.

Here are some key reasons why clarifying questions are so important:

  • They prevent incorrect assumptions: Without asking clarifying questions first, you may end up trying to solve the entirely wrong problem. Ouch!
  • They demonstrate critical thinking: Clarifying questions show you’re not just taking information at face value but actively interrogating it.
  • They allow you time to think: While you’re asking questions, you’re also giving your brain precious time to synthesize information and start forming hypotheses.
  • They build rapport: Having a back-and-forth dialogue helps create a relaxed vibe with your interviewer.
  • They reveal information you can’t afford to miss: Asking the right questions provides crucial data that will inform your overall case analysis.

But while all candidates know they should ask questions, many struggle with distinguishing bad questions from good ones. Let’s explore some common pitfalls to avoid.

Common Pitfalls When Asking Clarifying Questions

 looking at male partner with distrust

Here are some of the biggest mistakes I’ve observed time and again as an interviewer:

Asking no questions at all: Going straight into problem-solving mode without clarifying anything is the worst thing. You’ll likely end up addressing the wrong issues entirely.

Asking irrelevant or redundant questions: For example, asking about the company’s location or when it was founded rarely gives you information pertinent to solving the case.

Asking overly specific questions too early: Diving right into the weeds with highly detailed questions causes you to lose perspective on the bigger picture.

Asking leading questions: “So would you agree pricing is the main issue here?” could unfairly put words in the interviewer’s mouth so avoid this.

Making assumptions: Questions like “Why is the company losing market share?” when market share loss was never stated introduce faulty assumptions.

Asking questions you should know: Questions that could be resolved with general business knowledge won’t impress your interviewers.

The good news is that while faulty clarifying questions are common, they can be overcome with the right strategies. Let’s look at how to master the art of asking open-ended clarifying questions in case interviews.

Mastering Open-Ended Clarifying Questions

Among the most effective techniques for gathering crucial information in a case interview is asking open-ended clarifying questions.

These are questions that invite detailed elaborative responses, as opposed to closed-ended questions that can be answered with a simple “yes” or “no.”

For example, “Could you tell me more about this client’s current challenges?” versus “Is the client struggling with distribution?”

Let’s explore some strategies for formulating great open-ended clarifying questions that will impress your interviewers.

Start Broad: Scene-Setting Questions

Think of these as “panorama” questions that help set the full scene before diving into details. You want to capture the landscape view before zooming in.

Some examples:

  • “Could you provide a high-level overview of the client’s core business and current situation?”
  • “What are the 2 or 3 biggest challenges facing this company at the moment?”
  • “How would you describe the competitive landscape in this industry?”
  • “Are there any major environmental factors or market changes impacting this company’s performance?”

This information provides invaluable context that will guide your subsequent analysis – so don’t skip these big-picture clarifying questions.

Ask About Goals and Metrics

Understanding the client’s specific goals and how success will be measured is crucial. You’ll want to clarify:

  • What key outcomes the client hopes to achieve
  • Any quantitative targets or metrics for success
  • What the required time frames are
  • What budget or resource limitations exist

Getting this level of granular clarity will ensure your case solutions are feasible and aligned with the client’s needs.

Explore Products, Services, and Customers

Core to any business case is a crystal clear picture of:

  • What key products and services the company sells
  • Who their target customers are for each offering
  • What unique value proposition they provide
  • How their offerings compare to competitors

The best way to gather this data is by asking open-ended questions that encourage your interviewer to educate you. Resist the urge to make assumptions here.

Use Follow-Up Questions Strategically

Once the interviewer provides an initial response, use follow-up questions to probe deeper on key points. For example:

  • “Could you provide more detail on X you just mentioned?”
  • “What factors led to Z outcome you described?”
  • “How does A compare to B?”
  • “Could you walk me through that dynamic of X and Y?”

Strategic follow-up questions demonstrate you’re listening closely while guiding the conversation to extract all relevant case details.

Keep Clarifying Questions Concise

While open-ended clarifying questions are invaluable, it’s important to keep them crisp and streamlined. Avoid long, convoluted questions that confuse the interviewer.

Here are some tips:

  • Adhere to the “one concept per question” rule. Don’t pack too many ideas into one question.
  • Avoid compound questions. Break them into bite-sized pieces.
  • Lead with simple opener words like “Who”, “What”, “How”, or “Why”.
  • Ask in a confident, professional tone. Hesitancy can undermine great questions.

Short, clearly phrased questions help keep the conversation focused while allowing you to gather data efficiently even when time is limited.

Key Areas to Clarify in Any Case Interview

While each business case is unique, there are certain fundamental areas you’ll want to clarify in every case interview:

Uncovering the Client’s Business Model

  • How does this company generate revenue?
  • What are the main products, services, and business units?
  • Who are the target customer groups?
  • What are the main cost drivers and expenses?
  • What key metrics does the company track?

Grasping these business model basics provides the foundation to analyze any case effectively. Don’t gloss over them.

Defining Clear Objectives and Success Metrics

As mentioned earlier, a laser focus on the client’s goals is crucial. You’ll want to clarify:

  • What specific outcomes the client wants to achieve from this project
  • Whether there are measurable targets or KPIs for success
  • What time frames are in play
  • What budget or resource limitations could constrain solutions

Understanding the Specific Problem or Situation

While grasping the big picture context is key, you’ll also want to drill down on details about the specific business challenge at hand. Clarify:

  • Where this issue is occurring: Is it company-wide or isolated to a region/unit?
  • When it started: Understanding timing and key events leading up can reveal root causes.
  • How the problem impacts operations, costs, customers, etc.
  • Who the key stakeholders are related to this issue.

The more data points you gather through clarifying questions, the sharper your analysis will be.

To further enhance your questioning strategy, consider these different types of clarifying questions and their specific purposes in a case interview:

Question Type Purpose Example
Fact-finding Gather basic information and data “What is the company’s current market share?”
Probing Delve deeper into specific areas “What factors contributed to the recent decline in sales?”
Hypothetical Explore potential scenarios “If we were to enter a new market, what would be our biggest challenge?”
Clarification Ensure understanding of given information “Could you elaborate on what you mean by ‘operational inefficiencies’?”
Priority-setting Identify key issues or goals “Among these challenges, which one would you say is most critical to address?”
Validation Confirm assumptions or hypotheses “Am I correct in assuming that customer retention is a major concern?”

Advanced Strategies for Powerful Clarifying Questions

Now that we’ve covered the fundamentals let’s discuss some more advanced techniques to really knock your clarifying questions out of the park.

Apply the MECE Framework

MECE stands for Mutually Exclusive and Collectively Exhaustive. This principle used in consulting involves splitting categories into non-overlapping buckets that cover all possibilities.

We can apply this principle to structuring clarifying questions too. Here’s how it works:

First, break the business issues down into distinct categories or groups. For example:

  • Internal vs. External Factors
  • Marketing, Operations, Finance
  • Short vs. Long-term factors

Next, formulate crisp clarifying questions to cover each category or group comprehensively without overlap.

This MECE approach ensures you gather all relevant case data efficiently.

Take a 360-Degree View

Here’s another framework you can use to formulate thorough clarifying questions:

Cover each key perspective:

  • Company: What internal factors are in play?
  • Customers: How do customer needs, behaviors, and trends factor in?
  • Competitors: What external market forces and competitors are involved?
  • Context: What industry trends or economic factors provide context?

This 360-degree view ensures you don’t miss critical case variables from any key angle.

Leverage Hypothesis-Driven Questioning

As you gather initial case information, start forming hypotheses about potential issues and drivers. Then use clarifying questions to test and refine your hypotheses.

For example:

Initial hypothesis: Their outdated production processes could be causing efficiency issues.

Clarifying questions:

  • How has production technology changed in this industry over the past decade?
  • How do our production costs and efficiency benchmarks compare to competitors?
  • Have there been any production bottlenecks or downtime issues recently?

This approach demonstrates your analytical skills and strategic questioning capabilities.

The key is balancing curiosity with strategy. Remain flexible and avoid confirmation bias by allowing new data to update your hypotheses.

How to Improve Your Clarifying Question Skills

Like any skill, asking stellar clarifying questions improves with practice and effort. Here are some tips:

Prepare a Question Bank

Catalog types of clarifying questions tailored to common case scenarios like market entry, pricing, M&A, etc. Develop your personal toolbox of go-to questions.

Practice with Case Partners

Set up regular practice sessions with colleagues, friends or mentors. Take turns presenting sample cases and asking clarifying questions. Discuss what worked well or needs improvement.

Learn from Feedback

During actual interviews or practice, note any feedback provided on your questioning technique. Identify gaps and make adjustments.

Review Recordings of Yourself

Many find value in recording practice cases and reviewing the tape, analyzing areas of strength vs areas for improvement.

With time and commitment, your ability to ask insightful clarifying questions will become a competitive advantage in case interviews.

In Conclusion

Asking thoughtful clarifying questions is a make-or-break component of case interview success. This guide provided strategies to help you:

  • Avoid common questioning pitfalls
  • Craft open-ended clarifying questions that extract crucial information
  • Structure inquiries using proven frameworks like MECE
  • Target the most critical areas to clarify in any case
  • Continuously improve through practice and feedback

Wield your questions wisely. Let each clarification reveal insights that bring you one step closer to the optimal case solution.

You’ve got this! Now get out there, ask those killer questions, and land your dream consulting job.

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