How to Write a Case Study - All You Wanted to Know

college case study template

What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples — so that you won’t have any other questions left.

What Is a Case Study?

A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an idea—their scope is quite vast.

What Is the Difference Between a Research Paper and a Case Study?

While research papers turn the reader’s attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.

Case studies involve a lot of storytelling – they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.

The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.

Here is a rough formula for you to use in your case study:

Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.

Types of Case Studies

The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:

Types of Case Studies

  • Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
  • Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine you’re working for a startup and you’ve just noticed a significant flaw in your product’s design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
  • Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
  • Critical case studies explore the causes and effects of a certain case.
  • Illustrative case studies describe certain events, investigating outcomes and lessons learned.

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Case Study Format

The case study format is typically made up of eight parts:

  • Executive Summary. Explain what you will examine in the case study. Write an overview of the field you’re researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
  • Background. Provide background information and the most relevant facts. Isolate the issues.
  • Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
  • Proposed Solutions. Offer realistic ways to solve what isn’t working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
  • Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
  • Implementation. Explain how to put the specific strategies into action.
  • References. Provide all the citations.

How to Write a Case Study

Let's discover how to write a case study.

How to Write a Case Study

Setting Up the Research

When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:

  • Define your objective. Explain the reason why you’re presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
  • Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidate’s situation and note down what caused it.
  • Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
  • Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
  • Focus on several key issues – why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:

  • Correctly identify the concepts, theories, and practices in the discipline.
  • Identify the relevant theories and principles associated with the particular study.
  • Evaluate legal and ethical principles and apply them to your decision-making.
  • Recognize the global importance and contribution of your case.
  • Construct a coherent summary and explanation of the study.
  • Demonstrate analytical and critical-thinking skills.
  • Explain the interrelationships between the environment and nature.
  • Integrate theory and practice of the discipline within the analysis.

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Case Study Outline

Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.

Introduction

  • Statement of the issue: Alcoholism is a disease rather than a weakness of character.
  • Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
  • Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
  • Hypotheses: Drinking in excess can lead to the use of other drugs.
  • Importance of your story: How the information you present can help people with their addictions.
  • Background of the story: Include an explanation of why you chose this topic.
  • Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
  • Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
  • Strong argument 2: ex. X amount of people started drinking by their mid-teens.
  • Strong argument 3: ex. X% of respondents’ parents had issues with alcohol.
  • Concluding statement: I have researched if alcoholism is a disease and found out that…
  • Recommendations: Ways and actions for preventing alcohol use.

Writing a Case Study Draft

After you’ve done your case study research and written the outline, it’s time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:

How to Write a Case Study

📝 Step 📌 Description
1. Draft Structure 🖋️ Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.
2. Introduction 📚 In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your work—presenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research.
3. Research Process 🔍 Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world.
4. Quotes and Data 💬 Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case.
5. Offer Solutions 💡 At the end of your case study, you should offer possible solutions, but don’t worry about solving them yourself.

Use Data to Illustrate Key Points in Your Case Study

Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :

‍ With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.

Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.

Finalizing the Draft: Checklist

After you finish drafting your case study, polish it up by answering these ‘ask yourself’ questions and think about how to end your case study:

  • Check that you follow the correct case study format, also in regards to text formatting.
  • Check that your work is consistent with its referencing and citation style.
  • Micro-editing — check for grammar and spelling issues.
  • Macro-editing — does ‘the big picture’ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?

Problems to avoid:

  • Overgeneralization – Do not go into further research that deviates from the main problem.
  • Failure to Document Limitations – Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
  • Failure to Extrapolate All Possible Implications – Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.

How to Create a Title Page and Cite a Case Study

Let's see how to create an awesome title page.

Your title page depends on the prescribed citation format. The title page should include:

  • A title that attracts some attention and describes your study
  • The title should have the words “case study” in it
  • The title should range between 5-9 words in length
  • Your name and contact information
  • Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff

Here is a template for the APA and MLA format title page:

There are some cases when you need to cite someone else's study in your own one – therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.
Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.
Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

To give you an idea of a professional case study example, we gathered and linked some below.

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .

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What Is A Case Study?

How to cite a case study in apa, how to write a case study.

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Daniel Parker

is a seasoned educational writer focusing on scholarship guidance, research papers, and various forms of academic essays including reflective and narrative essays. His expertise also extends to detailed case studies. A scholar with a background in English Literature and Education, Daniel’s work on EssayPro blog aims to support students in achieving academic excellence and securing scholarships. His hobbies include reading classic literature and participating in academic forums.

college case study template

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Narrative Poem Guide

Organizing Your Social Sciences Research Assignments

  • Annotated Bibliography
  • Analyzing a Scholarly Journal Article
  • Group Presentations
  • Dealing with Nervousness
  • Using Visual Aids
  • Grading Someone Else's Paper
  • Types of Structured Group Activities
  • Group Project Survival Skills
  • Leading a Class Discussion
  • Multiple Book Review Essay
  • Reviewing Collected Works
  • Writing a Case Analysis Paper
  • Writing a Case Study
  • About Informed Consent
  • Writing Field Notes
  • Writing a Policy Memo
  • Writing a Reflective Paper
  • Writing a Research Proposal
  • Generative AI and Writing
  • Acknowledgments

A case study research paper examines a person, place, event, condition, phenomenon, or other type of subject of analysis in order to extrapolate  key themes and results that help predict future trends, illuminate previously hidden issues that can be applied to practice, and/or provide a means for understanding an important research problem with greater clarity. A case study research paper usually examines a single subject of analysis, but case study papers can also be designed as a comparative investigation that shows relationships between two or more subjects. The methods used to study a case can rest within a quantitative, qualitative, or mixed-method investigative paradigm.

Case Studies. Writing@CSU. Colorado State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010 ; “What is a Case Study?” In Swanborn, Peter G. Case Study Research: What, Why and How? London: SAGE, 2010.

How to Approach Writing a Case Study Research Paper

General information about how to choose a topic to investigate can be found under the " Choosing a Research Problem " tab in the Organizing Your Social Sciences Research Paper writing guide. Review this page because it may help you identify a subject of analysis that can be investigated using a case study design.

However, identifying a case to investigate involves more than choosing the research problem . A case study encompasses a problem contextualized around the application of in-depth analysis, interpretation, and discussion, often resulting in specific recommendations for action or for improving existing conditions. As Seawright and Gerring note, practical considerations such as time and access to information can influence case selection, but these issues should not be the sole factors used in describing the methodological justification for identifying a particular case to study. Given this, selecting a case includes considering the following:

  • The case represents an unusual or atypical example of a research problem that requires more in-depth analysis? Cases often represent a topic that rests on the fringes of prior investigations because the case may provide new ways of understanding the research problem. For example, if the research problem is to identify strategies to improve policies that support girl's access to secondary education in predominantly Muslim nations, you could consider using Azerbaijan as a case study rather than selecting a more obvious nation in the Middle East. Doing so may reveal important new insights into recommending how governments in other predominantly Muslim nations can formulate policies that support improved access to education for girls.
  • The case provides important insight or illuminate a previously hidden problem? In-depth analysis of a case can be based on the hypothesis that the case study will reveal trends or issues that have not been exposed in prior research or will reveal new and important implications for practice. For example, anecdotal evidence may suggest drug use among homeless veterans is related to their patterns of travel throughout the day. Assuming prior studies have not looked at individual travel choices as a way to study access to illicit drug use, a case study that observes a homeless veteran could reveal how issues of personal mobility choices facilitate regular access to illicit drugs. Note that it is important to conduct a thorough literature review to ensure that your assumption about the need to reveal new insights or previously hidden problems is valid and evidence-based.
  • The case challenges and offers a counter-point to prevailing assumptions? Over time, research on any given topic can fall into a trap of developing assumptions based on outdated studies that are still applied to new or changing conditions or the idea that something should simply be accepted as "common sense," even though the issue has not been thoroughly tested in current practice. A case study analysis may offer an opportunity to gather evidence that challenges prevailing assumptions about a research problem and provide a new set of recommendations applied to practice that have not been tested previously. For example, perhaps there has been a long practice among scholars to apply a particular theory in explaining the relationship between two subjects of analysis. Your case could challenge this assumption by applying an innovative theoretical framework [perhaps borrowed from another discipline] to explore whether this approach offers new ways of understanding the research problem. Taking a contrarian stance is one of the most important ways that new knowledge and understanding develops from existing literature.
  • The case provides an opportunity to pursue action leading to the resolution of a problem? Another way to think about choosing a case to study is to consider how the results from investigating a particular case may result in findings that reveal ways in which to resolve an existing or emerging problem. For example, studying the case of an unforeseen incident, such as a fatal accident at a railroad crossing, can reveal hidden issues that could be applied to preventative measures that contribute to reducing the chance of accidents in the future. In this example, a case study investigating the accident could lead to a better understanding of where to strategically locate additional signals at other railroad crossings so as to better warn drivers of an approaching train, particularly when visibility is hindered by heavy rain, fog, or at night.
  • The case offers a new direction in future research? A case study can be used as a tool for an exploratory investigation that highlights the need for further research about the problem. A case can be used when there are few studies that help predict an outcome or that establish a clear understanding about how best to proceed in addressing a problem. For example, after conducting a thorough literature review [very important!], you discover that little research exists showing the ways in which women contribute to promoting water conservation in rural communities of east central Africa. A case study of how women contribute to saving water in a rural village of Uganda can lay the foundation for understanding the need for more thorough research that documents how women in their roles as cooks and family caregivers think about water as a valuable resource within their community. This example of a case study could also point to the need for scholars to build new theoretical frameworks around the topic [e.g., applying feminist theories of work and family to the issue of water conservation].

Eisenhardt, Kathleen M. “Building Theories from Case Study Research.” Academy of Management Review 14 (October 1989): 532-550; Emmel, Nick. Sampling and Choosing Cases in Qualitative Research: A Realist Approach . Thousand Oaks, CA: SAGE Publications, 2013; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Seawright, Jason and John Gerring. "Case Selection Techniques in Case Study Research." Political Research Quarterly 61 (June 2008): 294-308.

Structure and Writing Style

The purpose of a paper in the social sciences designed around a case study is to thoroughly investigate a subject of analysis in order to reveal a new understanding about the research problem and, in so doing, contributing new knowledge to what is already known from previous studies. In applied social sciences disciplines [e.g., education, social work, public administration, etc.], case studies may also be used to reveal best practices, highlight key programs, or investigate interesting aspects of professional work.

In general, the structure of a case study research paper is not all that different from a standard college-level research paper. However, there are subtle differences you should be aware of. Here are the key elements to organizing and writing a case study research paper.

I.  Introduction

As with any research paper, your introduction should serve as a roadmap for your readers to ascertain the scope and purpose of your study . The introduction to a case study research paper, however, should not only describe the research problem and its significance, but you should also succinctly describe why the case is being used and how it relates to addressing the problem. The two elements should be linked. With this in mind, a good introduction answers these four questions:

  • What is being studied? Describe the research problem and describe the subject of analysis [the case] you have chosen to address the problem. Explain how they are linked and what elements of the case will help to expand knowledge and understanding about the problem.
  • Why is this topic important to investigate? Describe the significance of the research problem and state why a case study design and the subject of analysis that the paper is designed around is appropriate in addressing the problem.
  • What did we know about this topic before I did this study? Provide background that helps lead the reader into the more in-depth literature review to follow. If applicable, summarize prior case study research applied to the research problem and why it fails to adequately address the problem. Describe why your case will be useful. If no prior case studies have been used to address the research problem, explain why you have selected this subject of analysis.
  • How will this study advance new knowledge or new ways of understanding? Explain why your case study will be suitable in helping to expand knowledge and understanding about the research problem.

Each of these questions should be addressed in no more than a few paragraphs. Exceptions to this can be when you are addressing a complex research problem or subject of analysis that requires more in-depth background information.

II.  Literature Review

The literature review for a case study research paper is generally structured the same as it is for any college-level research paper. The difference, however, is that the literature review is focused on providing background information and  enabling historical interpretation of the subject of analysis in relation to the research problem the case is intended to address . This includes synthesizing studies that help to:

  • Place relevant works in the context of their contribution to understanding the case study being investigated . This would involve summarizing studies that have used a similar subject of analysis to investigate the research problem. If there is literature using the same or a very similar case to study, you need to explain why duplicating past research is important [e.g., conditions have changed; prior studies were conducted long ago, etc.].
  • Describe the relationship each work has to the others under consideration that informs the reader why this case is applicable . Your literature review should include a description of any works that support using the case to investigate the research problem and the underlying research questions.
  • Identify new ways to interpret prior research using the case study . If applicable, review any research that has examined the research problem using a different research design. Explain how your use of a case study design may reveal new knowledge or a new perspective or that can redirect research in an important new direction.
  • Resolve conflicts amongst seemingly contradictory previous studies . This refers to synthesizing any literature that points to unresolved issues of concern about the research problem and describing how the subject of analysis that forms the case study can help resolve these existing contradictions.
  • Point the way in fulfilling a need for additional research . Your review should examine any literature that lays a foundation for understanding why your case study design and the subject of analysis around which you have designed your study may reveal a new way of approaching the research problem or offer a perspective that points to the need for additional research.
  • Expose any gaps that exist in the literature that the case study could help to fill . Summarize any literature that not only shows how your subject of analysis contributes to understanding the research problem, but how your case contributes to a new way of understanding the problem that prior research has failed to do.
  • Locate your own research within the context of existing literature [very important!] . Collectively, your literature review should always place your case study within the larger domain of prior research about the problem. The overarching purpose of reviewing pertinent literature in a case study paper is to demonstrate that you have thoroughly identified and synthesized prior studies in relation to explaining the relevance of the case in addressing the research problem.

III.  Method

In this section, you explain why you selected a particular case [i.e., subject of analysis] and the strategy you used to identify and ultimately decide that your case was appropriate in addressing the research problem. The way you describe the methods used varies depending on the type of subject of analysis that constitutes your case study.

If your subject of analysis is an incident or event . In the social and behavioral sciences, the event or incident that represents the case to be studied is usually bounded by time and place, with a clear beginning and end and with an identifiable location or position relative to its surroundings. The subject of analysis can be a rare or critical event or it can focus on a typical or regular event. The purpose of studying a rare event is to illuminate new ways of thinking about the broader research problem or to test a hypothesis. Critical incident case studies must describe the method by which you identified the event and explain the process by which you determined the validity of this case to inform broader perspectives about the research problem or to reveal new findings. However, the event does not have to be a rare or uniquely significant to support new thinking about the research problem or to challenge an existing hypothesis. For example, Walo, Bull, and Breen conducted a case study to identify and evaluate the direct and indirect economic benefits and costs of a local sports event in the City of Lismore, New South Wales, Australia. The purpose of their study was to provide new insights from measuring the impact of a typical local sports event that prior studies could not measure well because they focused on large "mega-events." Whether the event is rare or not, the methods section should include an explanation of the following characteristics of the event: a) when did it take place; b) what were the underlying circumstances leading to the event; and, c) what were the consequences of the event in relation to the research problem.

If your subject of analysis is a person. Explain why you selected this particular individual to be studied and describe what experiences they have had that provide an opportunity to advance new understandings about the research problem. Mention any background about this person which might help the reader understand the significance of their experiences that make them worthy of study. This includes describing the relationships this person has had with other people, institutions, and/or events that support using them as the subject for a case study research paper. It is particularly important to differentiate the person as the subject of analysis from others and to succinctly explain how the person relates to examining the research problem [e.g., why is one politician in a particular local election used to show an increase in voter turnout from any other candidate running in the election]. Note that these issues apply to a specific group of people used as a case study unit of analysis [e.g., a classroom of students].

If your subject of analysis is a place. In general, a case study that investigates a place suggests a subject of analysis that is unique or special in some way and that this uniqueness can be used to build new understanding or knowledge about the research problem. A case study of a place must not only describe its various attributes relevant to the research problem [e.g., physical, social, historical, cultural, economic, political], but you must state the method by which you determined that this place will illuminate new understandings about the research problem. It is also important to articulate why a particular place as the case for study is being used if similar places also exist [i.e., if you are studying patterns of homeless encampments of veterans in open spaces, explain why you are studying Echo Park in Los Angeles rather than Griffith Park?]. If applicable, describe what type of human activity involving this place makes it a good choice to study [e.g., prior research suggests Echo Park has more homeless veterans].

If your subject of analysis is a phenomenon. A phenomenon refers to a fact, occurrence, or circumstance that can be studied or observed but with the cause or explanation to be in question. In this sense, a phenomenon that forms your subject of analysis can encompass anything that can be observed or presumed to exist but is not fully understood. In the social and behavioral sciences, the case usually focuses on human interaction within a complex physical, social, economic, cultural, or political system. For example, the phenomenon could be the observation that many vehicles used by ISIS fighters are small trucks with English language advertisements on them. The research problem could be that ISIS fighters are difficult to combat because they are highly mobile. The research questions could be how and by what means are these vehicles used by ISIS being supplied to the militants and how might supply lines to these vehicles be cut off? How might knowing the suppliers of these trucks reveal larger networks of collaborators and financial support? A case study of a phenomenon most often encompasses an in-depth analysis of a cause and effect that is grounded in an interactive relationship between people and their environment in some way.

NOTE:   The choice of the case or set of cases to study cannot appear random. Evidence that supports the method by which you identified and chose your subject of analysis should clearly support investigation of the research problem and linked to key findings from your literature review. Be sure to cite any studies that helped you determine that the case you chose was appropriate for examining the problem.

IV.  Discussion

The main elements of your discussion section are generally the same as any research paper, but centered around interpreting and drawing conclusions about the key findings from your analysis of the case study. Note that a general social sciences research paper may contain a separate section to report findings. However, in a paper designed around a case study, it is common to combine a description of the results with the discussion about their implications. The objectives of your discussion section should include the following:

Reiterate the Research Problem/State the Major Findings Briefly reiterate the research problem you are investigating and explain why the subject of analysis around which you designed the case study were used. You should then describe the findings revealed from your study of the case using direct, declarative, and succinct proclamation of the study results. Highlight any findings that were unexpected or especially profound.

Explain the Meaning of the Findings and Why They are Important Systematically explain the meaning of your case study findings and why you believe they are important. Begin this part of the section by repeating what you consider to be your most important or surprising finding first, then systematically review each finding. Be sure to thoroughly extrapolate what your analysis of the case can tell the reader about situations or conditions beyond the actual case that was studied while, at the same time, being careful not to misconstrue or conflate a finding that undermines the external validity of your conclusions.

Relate the Findings to Similar Studies No study in the social sciences is so novel or possesses such a restricted focus that it has absolutely no relation to previously published research. The discussion section should relate your case study results to those found in other studies, particularly if questions raised from prior studies served as the motivation for choosing your subject of analysis. This is important because comparing and contrasting the findings of other studies helps support the overall importance of your results and it highlights how and in what ways your case study design and the subject of analysis differs from prior research about the topic.

Consider Alternative Explanations of the Findings Remember that the purpose of social science research is to discover and not to prove. When writing the discussion section, you should carefully consider all possible explanations revealed by the case study results, rather than just those that fit your hypothesis or prior assumptions and biases. Be alert to what the in-depth analysis of the case may reveal about the research problem, including offering a contrarian perspective to what scholars have stated in prior research if that is how the findings can be interpreted from your case.

Acknowledge the Study's Limitations You can state the study's limitations in the conclusion section of your paper but describing the limitations of your subject of analysis in the discussion section provides an opportunity to identify the limitations and explain why they are not significant. This part of the discussion section should also note any unanswered questions or issues your case study could not address. More detailed information about how to document any limitations to your research can be found here .

Suggest Areas for Further Research Although your case study may offer important insights about the research problem, there are likely additional questions related to the problem that remain unanswered or findings that unexpectedly revealed themselves as a result of your in-depth analysis of the case. Be sure that the recommendations for further research are linked to the research problem and that you explain why your recommendations are valid in other contexts and based on the original assumptions of your study.

V.  Conclusion

As with any research paper, you should summarize your conclusion in clear, simple language; emphasize how the findings from your case study differs from or supports prior research and why. Do not simply reiterate the discussion section. Provide a synthesis of key findings presented in the paper to show how these converge to address the research problem. If you haven't already done so in the discussion section, be sure to document the limitations of your case study and any need for further research.

The function of your paper's conclusion is to: 1) reiterate the main argument supported by the findings from your case study; 2) state clearly the context, background, and necessity of pursuing the research problem using a case study design in relation to an issue, controversy, or a gap found from reviewing the literature; and, 3) provide a place to persuasively and succinctly restate the significance of your research problem, given that the reader has now been presented with in-depth information about the topic.

Consider the following points to help ensure your conclusion is appropriate:

  • If the argument or purpose of your paper is complex, you may need to summarize these points for your reader.
  • If prior to your conclusion, you have not yet explained the significance of your findings or if you are proceeding inductively, use the conclusion of your paper to describe your main points and explain their significance.
  • Move from a detailed to a general level of consideration of the case study's findings that returns the topic to the context provided by the introduction or within a new context that emerges from your case study findings.

Note that, depending on the discipline you are writing in or the preferences of your professor, the concluding paragraph may contain your final reflections on the evidence presented as it applies to practice or on the essay's central research problem. However, the nature of being introspective about the subject of analysis you have investigated will depend on whether you are explicitly asked to express your observations in this way.

Problems to Avoid

Overgeneralization One of the goals of a case study is to lay a foundation for understanding broader trends and issues applied to similar circumstances. However, be careful when drawing conclusions from your case study. They must be evidence-based and grounded in the results of the study; otherwise, it is merely speculation. Looking at a prior example, it would be incorrect to state that a factor in improving girls access to education in Azerbaijan and the policy implications this may have for improving access in other Muslim nations is due to girls access to social media if there is no documentary evidence from your case study to indicate this. There may be anecdotal evidence that retention rates were better for girls who were engaged with social media, but this observation would only point to the need for further research and would not be a definitive finding if this was not a part of your original research agenda.

Failure to Document Limitations No case is going to reveal all that needs to be understood about a research problem. Therefore, just as you have to clearly state the limitations of a general research study , you must describe the specific limitations inherent in the subject of analysis. For example, the case of studying how women conceptualize the need for water conservation in a village in Uganda could have limited application in other cultural contexts or in areas where fresh water from rivers or lakes is plentiful and, therefore, conservation is understood more in terms of managing access rather than preserving access to a scarce resource.

Failure to Extrapolate All Possible Implications Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis that leave the reader questioning the results.

Case Studies. Writing@CSU. Colorado State University; Gerring, John. Case Study Research: Principles and Practices . New York: Cambridge University Press, 2007; Merriam, Sharan B. Qualitative Research and Case Study Applications in Education . Rev. ed. San Francisco, CA: Jossey-Bass, 1998; Miller, Lisa L. “The Use of Case Studies in Law and Social Science Research.” Annual Review of Law and Social Science 14 (2018): TBD; Mills, Albert J., Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Putney, LeAnn Grogan. "Case Study." In Encyclopedia of Research Design , Neil J. Salkind, editor. (Thousand Oaks, CA: SAGE Publications, 2010), pp. 116-120; Simons, Helen. Case Study Research in Practice . London: SAGE Publications, 2009;  Kratochwill,  Thomas R. and Joel R. Levin, editors. Single-Case Research Design and Analysis: New Development for Psychology and Education .  Hilldsale, NJ: Lawrence Erlbaum Associates, 1992; Swanborn, Peter G. Case Study Research: What, Why and How? London : SAGE, 2010; Yin, Robert K. Case Study Research: Design and Methods . 6th edition. Los Angeles, CA, SAGE Publications, 2014; Walo, Maree, Adrian Bull, and Helen Breen. “Achieving Economic Benefits at Local Events: A Case Study of a Local Sports Event.” Festival Management and Event Tourism 4 (1996): 95-106.

Writing Tip

At Least Five Misconceptions about Case Study Research

Social science case studies are often perceived as limited in their ability to create new knowledge because they are not randomly selected and findings cannot be generalized to larger populations. Flyvbjerg examines five misunderstandings about case study research and systematically "corrects" each one. To quote, these are:

Misunderstanding 1 :  General, theoretical [context-independent] knowledge is more valuable than concrete, practical [context-dependent] knowledge. Misunderstanding 2 :  One cannot generalize on the basis of an individual case; therefore, the case study cannot contribute to scientific development. Misunderstanding 3 :  The case study is most useful for generating hypotheses; that is, in the first stage of a total research process, whereas other methods are more suitable for hypotheses testing and theory building. Misunderstanding 4 :  The case study contains a bias toward verification, that is, a tendency to confirm the researcher’s preconceived notions. Misunderstanding 5 :  It is often difficult to summarize and develop general propositions and theories on the basis of specific case studies [p. 221].

While writing your paper, think introspectively about how you addressed these misconceptions because to do so can help you strengthen the validity and reliability of your research by clarifying issues of case selection, the testing and challenging of existing assumptions, the interpretation of key findings, and the summation of case outcomes. Think of a case study research paper as a complete, in-depth narrative about the specific properties and key characteristics of your subject of analysis applied to the research problem.

Flyvbjerg, Bent. “Five Misunderstandings About Case-Study Research.” Qualitative Inquiry 12 (April 2006): 219-245.

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Case Study Templates

49 free case study examples & templates.

A case study is a report of an event, problem or activity. A case study format usually contains a hypothetical or real situation. It would also include any intricacies you might come across in the workplace.

You can use a case study to help you see how these intricacies might affect decisions.

Table of Contents

  • 1 Case Study Templates
  • 2 Common types of case study templates
  • 3 Case Study Examples
  • 4 Benefits of using case study templates in businesses
  • 5 Case Study Formats
  • 6 Tips for writing a case study template
  • 7.1 Decide on the type of case study you will perform
  • 7.2 Reach out to potential participants for your case study
  • 7.3 Prepare your questions
  • 7.4 Lay out the case study

When you make a case analysis format, you would have to analyze the situation at hand. You have to apply your own thinking skills and knowledge when performing the case study.

Also, doing this will hone your reasoning skills and your ability to draw conclusions. An effective case study example should:

  • Have their basis from real-life situations but you may conceal identities.
  • Consist of a number of parts which would end with points for discussion.
  • Include enough information the reader can use to deal with issues and problems.
  • Be very believable for anyone who reads it.

Free Case Study Template 01

A case study is a type of research methodology. It’s typically utilized in social sciences. When you do this, you’d have to study a phenomenon or issue from a real-life perspective.

Such studies are usually based on in-depth analysis of a person, a group or even an event. You perform them to investigate the underlying causes of specific principles.

Common types of case study templates

Anyone who wants to perform a collective study may use a case study format. You can create a case analysis format on your own or download a template from here.

When you use such templates, you won’t have to think about what you need to include in your document. You can focus more on the individual, group, or event that you’re studying.

You can use different types of templates you can use for your case study. These include:

  • Student case study template
  • Nursing case study template
  • Clinical case study template
  • Memorial hospital case study template
  • Basic psychology case study template
  • Treatment injury case study template

Create or find a template which would suit your own needs. There aren’t any strict formats for these documents. The process is more important. In fact, some people see a case study as a type of research strategy. You can use it to investigate a phenomenon and see its influence over time. When do the process, you’d need a template to input all the information from your study.

Case Study Examples

Free Case Study Template 20

Benefits of using case study templates in businesses

Before we discuss how to write a case study, let’s go through its benefits. The document you create while conducting your study is very relevant. When decision-makers do research on a new product, they would use this document as a reference.

They can help you identify possible solutions to their problems. This is why it’s important to keep the documents along with other important files. Serving as a reference is only one of the benefits of creating and using such templates. Here are the other benefits:

  • To help influence customers more effectively In businesses, customer testimonials are extremely important. You can use them to see what you need to do to keep your business going. A case study example can be a form of support from a satisfied customer given directly to the business. You can use the template to bulk up your marketing campaign. It can serve the same purpose as product reviews on online shops like Amazon. These reviews can sway the buyers in a positive way. So you can use the case study to raise awareness on how to serve your customers more effectively. This will help encourage your customers and increase sales .
  • To help encourage empathy The information contained within the document may help encourage empathy in its readers. In businesses, it may help the customers see how the product will help or work for them. To make it more effective, the document should focus on the readers and not the product you’re selling. You can describe real-life issues and explain how your product helped solve them. This would make the customers see why they need your product. It may also help your customers see why they need to patronize your business over others.
  • To show that you understand and care for the customers When it comes to businesses, case studies are usually focused on their products and sales. However, this isn’t advisable as customers aren’t really fooled by such strategies. Instead, your document should address questions and issues which your customers frequently encounter. When you create such a document through your study, it will show that you care about the customers. It will help them see that you put in an effort to understand them and cater to their needs.
  • To strengthen the brand When you create a case study, you can use it to strengthen your brand. Since it’s typically based on real-life situations, it becomes relatable. Through this document, you can create an emotional connection with your customers. If you can execute the study and the document well, it will be very beneficial for your business . You can show the customers that you have what they need. This will help make your brand stronger and more established.
  • To repurpose content Finally, you can also use the document’s content for other things. This serves as a benefit because repurposing the content will save you a lot of time and money. You can use the document as a reference to create other written works for your business. You can also use the document as a basis to create another case study in the future. Create a similar template which focuses on other types of customers. These customers are the ones who patronize your business.

Case Study Formats

Free Case Study Template 31

Tips for writing a case study template

You can use case studies for different purposes. In social science, it can help you understand the situations and problems of other people. In education, it can help you see how certain factors affect student academics.

In businesses, it can help earn the trust of potential customers. But do you know how to write a case study?

For some people, writing a case analysis format comes easy. For some, they need to look at some case study examples before they start making their own document. You can also download a template from here if you want to make things easier for you.

Case Analysis Formats

Free Case Study Template 41

If you want to prove something you believe in, you need to create a compelling case study template. When you’ve done so, this will have a powerfully positive impact on what you made it for. Here are some tips, steps, and guidelines to help you out:

Decide on the type of case study you will perform

First and foremost, you need to determine which type of case study you will perform. You need to plan your case study well. You don’t just pick a topic then write about it. You need to find a cause you really believe in or a problem you want to solve.

In business, you need to focus on your customers. If you want to sell your products and services, think about your customers. Here are some things you can consider when making a case study for your business:

  • When you make your study, be sure you have an extensive knowledge of your products. Without this knowledge, you won’t be able to create an effective document. One which will connect with your readers or your customers.
  • If you want to show the best side of your business, be smart when creating your document. Find customers who have wonderful things to say about your product. Use their testimonials in your document. Do this to encourage your readers to support your business.
  • Remember that the case study can help strengthen your brand. That’s why it’s important to create a study which will really make your business stand out. Think about how you’d like to present your information.

Reach out to potential participants for your case study

Without participants, you won’t have a case study. Prepare everything you need to before reaching out to your potential participants. Ensure them that there will always be open communication throughout the process.

This means that you’d have to prepare your timeline and expectations right away. This will help avoid any delays in the process.

Before talking to participants, you should already know what you’ll ask of them. For instance, you may want to ask permission to share the information you gather publicly.

You can send a letter or an email to your participants asking them to be part of your study. In the letter, include what you expect from them and what they can expect from you.

This will give them a good idea of what they need to do and prepare. Your introductory letter should contain:

  • A clear and concise explanation of your purpose for creating the case study. Also, indicate how you will use the information you collect.
  • A statement which would define the information which you’re planning to include. This is especially important if you will add trademarked information about a company.
  • A clear explanation of your expectations from the participants. If you have any expectations which extend beyond your case study, explain them too.
  • A note about any compensation you’re offering to the participants.

You may also add other information as needed. After you’ve sent out your letter, there’s a whole process which would follow. From acceptance of your offer to the final approval, you need to know all the steps:

  • First off, your participants need to accept your offer/proposal. Once they’ve done that, you can include them in your list of participants for the case study.
  • Then, you can give your participants a questionnaire to complete. This would help you out as the information would come directly from them. A questionnaire is a very effective way to collect data from your participants.
  • After this, you can interview your participants too. Schedule an interview with each of your participants. Before this though, you should have already prepared all your questions.
  • Then you can start making a draft of your case study template. If you’re working with a team, have them review your draft before finalizing it. Otherwise, you can ask your superior or manager to review your document.
  • After this, you can finalize your case study. Just make sure that you’ve checked and verified all the information on it.

If your participants ask for it, you can give them a copy of your finalized study. Either that or you can tell them where they can access the document. Do this if you’ve posted it online like on your company’s website .

Case study format may vary depending on different factors. These include the nature of the situation, how you intend to use the information, and more.

Free Case Study Template 10

Prepare your questions

Let’s go back to the interview process. Before you give the questionnaires to your participants, prepare your questions. The same thing goes for your interviews. If you want to make a strong case study, you should have strong questions too.

Here are some examples to start you off. These are great questions to ask if you’re conducting a study for your business:

  • What are you looking for in a product?
  • Have you experienced any challenges before purchasing our product?
  • What makes our product stand out?
  • Why did you make the decision to choose our product?
  • What benefits have you gained from using our product?

These are some excellent questions which will give you very useful information. The best part is, you’ll gather the data straight from your participants.

Lay out the case study

Finally, when you have all the information you need, you can start laying out your case study. There aren’t any standard rules for structuring this document. However, it’s important to include certain elements to make the document effective.

These include:

  • The title which should be brief but compelling.
  • The executive summary . This would describe the document in a brief but interesting way.
  • The introduction which would contain information about you and your organization.
  • The challenges which would describe the problem or issues. Those which pushed you to create the study.
  • The description which states how you helped solve the problem.
  • The results of your case study.

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Methodology

  • What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Case study examples
Research question Case study
What are the ecological effects of wolf reintroduction? Case study of wolf reintroduction in Yellowstone National Park
How do populist politicians use narratives about history to gain support? Case studies of Hungarian prime minister Viktor Orbán and US president Donald Trump
How can teachers implement active learning strategies in mixed-level classrooms? Case study of a local school that promotes active learning
What are the main advantages and disadvantages of wind farms for rural communities? Case studies of three rural wind farm development projects in different parts of the country
How are viral marketing strategies changing the relationship between companies and consumers? Case study of the iPhone X marketing campaign
How do experiences of work in the gig economy differ by gender, race and age? Case studies of Deliveroo and Uber drivers in London

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college case study template

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

  • Provide new or unexpected insights into the subject
  • Challenge or complicate existing assumptions and theories
  • Propose practical courses of action to resolve a problem
  • Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

  • Exemplify a theory by showing how it explains the case under investigation
  • Expand on a theory by uncovering new concepts and ideas that need to be incorporated
  • Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Normal distribution
  • Degrees of freedom
  • Null hypothesis
  • Discourse analysis
  • Control groups
  • Mixed methods research
  • Non-probability sampling
  • Quantitative research
  • Ecological validity

Research bias

  • Rosenthal effect
  • Implicit bias
  • Cognitive bias
  • Selection bias
  • Negativity bias
  • Status quo bias

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Writing A Case Study

Case Study Format

Barbara P

Simple Case Study Format for Students to Follow

Case Study Format

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A Complete Case Study Writing Guide With Examples

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

Having trouble making your case studies stand out? Finding it hard to organise your story? You're not alone! 

Many students struggle with case study writing !

Imagine spending a lot of time on your case studies, but they don't grab your reader's interest.  But don't worry! 

In this guide, we will go step by step through case study formatting, along with practical tips to make your research stand out from the rest! By following our step-by-step approach, you can understand how to write a case study assignment well. 

So, let’s get started!

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  • 1. How to Format a Case Study 
  • 2. Case Study Format Template
  • 3. Case Study Format Examples

How to Format a Case Study 

When it comes to crafting a compelling case study, understanding how to write case study format is key to presenting your research effectively. 

If you are wondering how to make case study format, here are the elements to include in your case study paper format.

Create an interesting title for your work. Keep it simple and short.

Here you need to briefly elaborate on the accomplishment. What you have done and how you got there.

Write about the entire story in one paragraph followed by 2-3 bullet points to display the case study contents.

An introduction about what the case study is all about.

Describe the challenges of the customer prior to using your product or service. Explain the long-term goals or objectives that the customer set out to achieve.

In this 2-3 paragraph section describe how your product or service specifically benefited and helped achieve the goals. You can also use percentages to show your contributions.

In the relevant section of your case study, add 1-2 quotes and visuals to support the story you are telling. You can also use icons to summarise information and highlight areas of your research.

Figure out what a study means and look at where else we can learn more are really important for making academic work have a bigger impact.

Call to action is optional but adding one can encourage your readers to take some action after learning your work.

Case Study Formatting Guidelines 

Effective case study formatting is essential to convey your insights clearly and engage your audience. Follow these guidelines to ensure your case study is well-organised and impactful:

  • Opt for easily readable fonts like Arial, Calibri, or Times New Roman.
  • Maintain a consistent font size, typically 12 points for the body text.
  • Set line spacing to double-spaced for the entire document.
  • Use bullet points for concise and scannable information presentation.
  • Employ numbered lists for sequences of steps or chronological order of events.
  • Bold or italicize key phrases to draw attention to critical points; use underline sparingly.
  • Choose left, center, or justified alignment based on your overall design.
  • Make your headings clear and organized so readers know what's important.

If you need further assistance, check our case study format for students pdf here:

How To Write A Case Study Pdf

Case Study Format Template

Case studies can be used for different purposes. In social sciences, it can help you understand the problems of other people.

In businesses, it can help you earn the trust of potential customers. But do you even know what are the different  types of case study  and how to write one?

Refer to this case study format pdf before you start writing your own document. This student case study format sample contains all the information you might need when gathering information for your case study.

Case Study Format Examples

Case study examples are the best way to learn the basic techniques for writing a great case study on your own. 

Explore these short case study sample pdfs to gain insights into presenting your research cohesively:

For your help, we have also compiled real-life  case study examples  along with a format that you can refer to while writing your own.

APA Case Study Format

If you are asked to write a case study in APA format, keep in mind there are some specific requirements that you need to adhere to.

Here is a case study APA format example for you to learn how to format a case study.

Business Case Study Format

Business case studies can help businesses sell products or services to prospects. Here is a perfect example for you to learn how to write an impressive business case study.

Case Study Format For MBA Students

Case Study Format Nursing

Writing a great nursing case study can be tough. That’s why we have provided a case study format for nursing students to use as a guide in creating their work. 

Refer to this family case study format example if you are writing a nursing case study for the first time.

Nursing Case Study Format

Harvard Business School Case Study Format

Looking for HBS style business case study? Here is one for you to read and take hints and ideas to prepare this type of case study like a professional.

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Medical Case Study Format

Writing medical case studies is helpful in medical practices as it gives a lot of information about different diseases. Look at this example and learn how to write a detailed medical case study.

Case Study Format Psychology 

To study how the human mind works, you need a clear and organised method. Follow this easy psychology case study format to explore the details of psychological research:

Case Study Format Psychology

To sum it up, getting good at writing case studies means combining a clear structure, good storytelling, and smart presentation. If you follow the tips I've shared in this blog, you're on your way to making interesting stories that grab people's attention.

If your case study is causing problems, consider getting professional help. 

Our essay writing company  aims to help you secure top grades by meeting the criteria set by professors. 

Our skilled writers are here to assist with any type of assignment you may have. Explore our case study writing service to relieve your stress and excel academically.

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Barbara P

Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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Case Study

Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

Hero image with an icon representing a case study

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

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On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

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Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

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Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

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Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

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Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

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Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

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Screenshot of the Audible and Contentful case study showing images of titles on Audible

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

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Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

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Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

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Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

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Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio

Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce

Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

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Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

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Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

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Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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Examples

Student Case Study

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Delving into student case studies offers invaluable insights into educational methodologies and student behaviors. This guide, complete with detailed case study examples , is designed to help educators, researchers, and students understand the nuances of creating and analyzing case studies in an educational context. By exploring various case study examples, you will gain the tools and knowledge necessary to effectively interpret and apply these studies, enhancing both teaching and learning experiences in diverse academic settings.

What is a Student Case Study? – Meaning A student case study is an in-depth analysis of a student or a group of students to understand various educational, psychological, or social aspects. It involves collecting detailed information through observations, interviews, and reviewing records, to form a comprehensive picture. The goal of a case study analysis is to unravel the complexities of real-life situations that students encounter, making it a valuable tool in educational research. In a case study summary, key findings are presented, often leading to actionable insights. Educators and researchers use these studies to develop strategies for improving learning environments. Additionally, a case study essay allows students to demonstrate their understanding by discussing the analysis and implications of the case study, fostering critical thinking and analytical skills.

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Schools especially those that offers degree in medicine, law, public policy and public health teaches students to learn how to conduct a case study. Some students say they love case studies . For what reason? Case studies offer real world challenges. They help in preparing the students how to deal with their future careers. They are considered to be the vehicle for theories and concepts that enables you to be good at giving detailed discussions and even debates. Case studies are useful not just in the field of education, but also in adhering to the arising issues in business, politics and other organizations.

Student Case Study Format

Case Study Title : Clear and descriptive title reflecting the focus of the case study. Student’s Name : Name of the student the case study is about. Prepared by : Name of the person or group preparing the case study. School Name : Name of the school or educational institution. Date : Date of completion or submission.

Introduction

Background Information : Briefly describe the student’s background, including age, grade level, and relevant personal or academic history. Purpose of the Case Study : State the reason for conducting this case study, such as understanding a particular behavior, learning difficulty, or achievement.

Case Description

Situation or Challenge : Detail the specific situation, challenge, or condition that the student is facing. Observations and Evidence : Include observations from teachers, parents, or the students themselves, along with any relevant academic or behavioral records.
Problem Analysis : Analyze the situation or challenge, identifying potential causes or contributing factors. Impact on Learning : Discuss how the situation affects the student’s learning or behavior in school.

Intervention Strategies

Action Taken : Describe any interventions or strategies implemented to address the situation. This could include educational plans, counseling, or specific teaching strategies. Results of Intervention : Detail the outcome of these interventions, including any changes in the student’s behavior or academic performance.

Conclusion and Recommendations

Summary of Findings : Summarize the key insights gained from the case study. Recommendations : Offer suggestions for future actions or strategies to further support the student. This might include recommendations for teachers, parents, or the student themselves.

Best Example of Student Case Study

Overcoming Reading Challenges: A Case Study of Emily Clark, Grade 3 Prepared by: Laura Simmons, Special Education Teacher Sunset Elementary School Date: May 12, 2024 Emily Clark, an 8-year-old student in the third grade at Sunset Elementary School, has been facing significant challenges with reading and comprehension since the first grade. Known for her enthusiasm and creativity, Emily’s struggles with reading tasks have been persistent and noticeable. The primary purpose of this case study is to analyze Emily’s reading difficulties, implement targeted interventions, and assess their effectiveness. Emily exhibits difficulty in decoding words, reading fluently, and understanding text, as observed by her teachers since first grade. Her reluctance to read aloud and frustration with reading tasks have been consistently noted. Assessments indicate that her reading level is significantly below the expected standard for her grade. Parental feedback has also highlighted Emily’s struggles with reading-related homework. Analysis of Emily’s situation suggests a potential learning disability in reading, possibly dyslexia. This is evidenced by her consistent difficulty with word recognition and comprehension. These challenges have impacted not only her reading skills but also her confidence and participation in class activities, especially those involving reading. To address these challenges, an individualized education plan (IEP) was developed. This included specialized reading instruction focusing on phonemic awareness and decoding skills, multisensory learning approaches, and regular sessions with a reading specialist. Over a period of six months, Emily demonstrated significant improvements. She engaged more confidently in reading activities, and her reading assessment scores showed notable progress. In conclusion, the intervention strategies implemented for Emily have been effective. Her case highlights the importance of early identification and the implementation of tailored educational strategies for students with similar challenges. It is recommended that Emily continues to receive specialized instruction and regular monitoring. Adjustments to her IEP should be made as necessary to ensure ongoing progress. Additionally, fostering a positive reading environment at home is also recommended.

18+ Student Case Study Examples

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2. College Student Case Study

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3. Student Case Study in the Classroom

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5. Sample Student Case Study Example

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6. Education Case Study Examples for Students

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7. Graduate Student Case Study Example

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8. Student Profile Case Study Example

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9. Short Student Case Study Example

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10. High School Student Case Study Example

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11. Student Research Case Study Example

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12. Classroom Case Study Examples

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13. Case Study of a Student

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14. Sample Student Assignment Case Study Example

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15. College Student Case Study Example

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16. Basic Student Case Study Example

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17. Free Student Impact Case Study Example

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18. Student Case Study in DOC Example

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19. Case Study Of a Student with Anxiety

Case Study Of a Student with Anxiety

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Case Study Definition

A case study is defined as a research methodology that allows you to conduct an intensive study about a particular person, group of people, community, or some unit in which the researcher could provide an in-depth data in relation to the variables. Case studies can examine a phenomena in the natural setting. This increases your ability to understand why the subjects act such. You may be able to describe how this method allows every researcher to take a specific topic to narrow it down making it into a manageable research question. The researcher gain an in-depth understanding about the subject matter through collecting qualitative research and quantitative research datasets about the phenomenon.

Benefits and Limitations of Case Studies

If a researcher is interested to study about a phenomenon, he or she will be assigned to a single-case study that will allow him or her to gain an understanding about the phenomenon. Multiple-case study would allow a researcher to understand the case as a group through comparing them based on the embedded similarities and differences. However, the volume of data in case studies will be difficult to organize and the process of analysis and strategies needs to be carefully decided upon. Reporting of findings could also be challenging at times especially when you are ought to follow for word limits.

Example of Case Study

Nurses’ pediatric pain management practices.

One of the authors of this paper (AT) has used a case study approach to explore nurses’ pediatric pain management practices. This involved collecting several datasets:

Observational data to gain a picture about actual pain management practices.

Questionnaire data about nurses’ knowledge about pediatric pain management practices and how well they felt they managed pain in children.

Questionnaire data about how critical nurses perceived pain management tasks to be.

These datasets were analyzed separately and then compared and demonstrated that nurses’ level of theoretical did not impact on the quality of their pain management practices. Nor did individual nurse’s perceptions of how critical a task was effect the likelihood of them carrying out this task in practice. There was also a difference in self-reported and observed practices; actual (observed) practices did not confirm to best practice guidelines, whereas self-reported practices tended to.

How do you Write a Case Study for Students?

1. choose an interesting and relevant topic:.

Select a topic that is relevant to your course and interesting to your audience. It should be specific and focused, allowing for in-depth analysis.

2. Conduct Thorough Research :

Gather information from reputable sources such as books, scholarly articles, interviews, and reliable websites. Ensure you have a good understanding of the topic before proceeding.

3. Identify the Problem or Research Question:

Clearly define the problem or research question your case study aims to address. Be specific about the issues you want to explore and analyze.

4. Introduce the Case:

Provide background information about the subject, including relevant historical, social, or organizational context. Explain why the case is important and what makes it unique.

5. Describe the Methods Used:

Explain the methods you used to collect data. This could include interviews, surveys, observations, or analysis of existing documents. Justify your choice of methods.

6. Present the Findings:

Present the data and findings in a clear and organized manner. Use charts, graphs, and tables if applicable. Include direct quotes from interviews or other sources to support your points.

7. Analytical Interpretation:

Analyze the data and discuss the patterns, trends, or relationships you observed. Relate your findings back to the research question. Use relevant theories or concepts to support your analysis.

8. Discuss Limitations:

Acknowledge any limitations in your study, such as constraints in data collection or research methods. Addressing limitations shows a critical awareness of your study’s scope.

9. Propose Solutions or Recommendations:

If your case study revolves around a problem, propose practical solutions or recommendations based on your analysis. Support your suggestions with evidence from your findings.

10. Write a Conclusion:

Summarize the key points of your case study. Restate the importance of the topic and your findings. Discuss the implications of your study for the broader field.

What are the objectives of a Student Case Study?

1. learning and understanding:.

  • To deepen students’ understanding of a particular concept, theory, or topic within their field of study.
  • To provide real-world context and practical applications for theoretical knowledge.

2. Problem-Solving Skills:

  • To enhance students’ critical thinking and problem-solving abilities by analyzing complex issues or scenarios.
  • To encourage students to apply their knowledge to real-life situations and develop solutions.

3. Research and Analysis:

  • To develop research skills, including data collection, data analysis , and the ability to draw meaningful conclusions from information.
  • To improve analytical skills in interpreting data and making evidence-based decisions.

4. Communication Skills:

  • To improve written and oral communication skills by requiring students to present their findings in a clear, organized, and coherent manner.
  • To enhance the ability to communicate complex ideas effectively to both academic and non-academic audiences.

5. Ethical Considerations:

To promote awareness of ethical issues related to research and decision-making, such as participant rights, privacy, and responsible conduct.

6. Interdisciplinary Learning:

To encourage cross-disciplinary or interdisciplinary thinking, allowing students to apply knowledge from multiple areas to address a problem or issue.

7. Professional Development:

  • To prepare students for future careers by exposing them to real-world situations and challenges they may encounter in their chosen profession.
  • To develop professional skills, such as teamwork, time management, and project management.

8. Reflection and Self-Assessment:

  • To prompt students to reflect on their learning and evaluate their strengths and weaknesses in research and analysis.
  • To foster self-assessment and a commitment to ongoing improvement.

9. Promoting Innovation:

  • To inspire creativity and innovation in finding solutions to complex problems or challenges.
  • To encourage students to think outside the box and explore new approaches.

10. Building a Portfolio:

To provide students with tangible evidence of their academic and problem-solving abilities that can be included in their academic or professional portfolios.

What are the Elements of a Case Study?

A case study typically includes an introduction, background information, presentation of the main issue or problem, analysis, solutions or interventions, and a conclusion. It often incorporates supporting data and references.

How Long is a Case Study?

The length of a case study can vary, but it generally ranges from 500 to 1500 words. This length allows for a detailed examination of the subject while maintaining conciseness and focus.

How Big Should a Case Study Be?

The size of a case study should be sufficient to comprehensively cover the topic, typically around 2 to 5 pages. This size allows for depth in analysis while remaining concise and readable.

What Makes a Good Case Study?

A good case study is clear, concise, and well-structured, focusing on a relevant and interesting issue. It should offer insightful analysis, practical solutions, and demonstrate real-world applications or implications.

Case studies bring people into the real world to allow themselves engage in different fields such as in business examples, politics, health related aspect where each individuals could find an avenue to make difficult decisions. It serves to provide framework for analysis and evaluation of the different societal issues. This is one of the best way to focus on what really matters, to discuss about issues and to know what can we do about it.

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Free Case Study Templates

By Kate Eby | February 28, 2024

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We've collected free marketing case study templates for marketing managers, project coordinators, business strategists, and sales teams. Use these templates to organize and showcase your case studies for problem-solving and data analysis.

Simple Case Study Template

Simple Case Study Example Template

Download a Sample Simple Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

Download a Blank Simple Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

When to Use This Template:  This simple case study template available with or without sample copy has a straightforward, user-friendly format. It's ideal for junior marketers or entry-level associates who are just starting to write case studies. This template is also perfect for situations that require a quick, clear understanding of the basics.

Notable Template Features:  This simple case study template sports an easy-to-follow structure, focusing on the essentials without overwhelming the user with complex details. It features fundamental sections such as  Introduction, Challenge, Solution, and  Results , laid out in an intuitive, no-frills manner. 

While a marketing case study template showcases strategy outcomes, a  business case template evaluates broader business impacts.

Single-Slide Case Study Presentation Template

Single-Slide Case Study Presentation Example Template

Download a Sample Single-Slide Case Study Presentation Template for  PowerPoint | Google Slides  

Download a Blank Single-Slide Case Study Presentation Template for PowerPoint | Google Slides  

When to Use This Template:   Ideal for sales representatives and quick-paced meetings, use  this single-slide case study presentation template to deliver a concise yet impactful presentation.

Notable Template Features:  The standout feature of this template is its ability to condense the entire case study into one slide. If you want some guidance on formatting, download the template with sample copy. This template differs from more elaborate versions by focusing on essential elements such as the problem, solution, and results.

Case Study Report Template

Case Study Report Example Template

Download a Sample Case Study Report Template for  Microsoft Word | Google Docs  

Download a Blank Case Study Report Template for  Microsoft Word | Google Docs  

When to Use This Template:  Choose this case study report template when you need to create an in-depth, detailed analysis of a marketing case. It's especially useful for marketing managers and product managers who need to delve into extensive data analysis and provide a thorough overview of their findings. 

Notable Template Features:  The defining feature of this template — available with or without sample copy — is its detailed and comprehensive structure, which sets it apart from simpler formats. It facilitates an examination of complex cases, providing ample space for data presentation, detailed analyses, and in-depth discussions. This template is ideal for producing clear, professional, and exhaustive reports that cover every aspect of the case study in depth.

Data-Driven Case Study Template

Data-Driven Case Study Example Template

Download a Sample Data-Driven Case Study Template for  Excel | Microsoft Word | Google Docs  

Download a Blank Data-Driven Case Study Template for  Excel | Microsoft Word | Google Docs  

When to Use This Template:  Utilize the data-driven case study template — available with or without example copy — to showcase the measurable outcomes and analytics of a case study. The template is ideal for marketers and analysts who want to emphasize the quantitative results and data-backed aspects of their strategies and campaigns. 

Notable Template Features:  This template emphasizes data visualization and metrics. It incorporates graphs, charts, and tables to present for a clear and detailed presentation of statistical information. Its strength lies in transforming complex data sets into understandable, visually engaging formats.

Marketing Case Study Template

Marketing Case Study Example Template

Download a Sample Marketing Case Study Template for  Microsoft Word | Google Docs  

Download a Blank Marketing Case Study Template for  Microsoft Word | Google Docs 

When to Use This Template:  Turn to this marketing case study template to showcase marketing strategies, campaigns, and their outcomes. It’s particularly well suited for marketing managers, sales representatives, and content creators who aim to clearly illustrate the impact and success of their marketing efforts. 

Notable Template Features:  What sets this template apart is its focus on the storytelling aspects of marketing. Download the version with sample data to see how to structure the section on your company details, the challenge, and the solution.

One-Page Case Study Template

One-Page Case Study Example Template

Download a Sample One-Page Case Study Template for  Microsoft Word | Google Docs

Download a Blank One-Page Case Study Template for  Microsoft Word | Google Docs

When to Use This Template:  Choose this one-page case study template to deliver a powerful message quickly and succinctly. The template is ideal for sales representatives and marketing managers who need to present a compelling, brief summary of a case study when time is limited and the impact is crucial, such as in sales pitches or high-stakes meetings.

Notable Template Features:  The hallmark of this template is its streamlined, one-page format, which sets it apart from more extensive options. Download the version with example text to see how it distills the case study into key highlights and results, presented in an easy-to-digest format. 

Check out this  article featuring free Google Docs case study templates for more options.

Problem-Solution-Impact Case Study Template

Problem-Solution-Impact Case Study Example Template

Download a Sample Problem-Solution-Impact Case Study Template for  Microsoft Word | PowerPoint | Google Docs

Download a Blank Problem-Solution-Impact Case Study Template for  Microsoft Word | PowerPoint | Google Docs  

When to Use This Template:  This problem-solution-impact case study template is effective for projects where you need to delineate a specific problem, outline the applied solutions, and discuss the subsequent effects. Download the version with sample text to see how to use the template to craft a case study with a logical flow and clear outcome. 

Notable Template Features:  This template's distinctive feature is its structured approach, dividing the case study into  Problem, Solution,  and Impact  sections. Unlike templates that might blend these elements together, this one provides a distinct, sequential framework.

In-Depth Analysis Case Study Template

In-Depth Analysis Case Study Example Template

Download a Sample In-Depth Analysis Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

Download an Blank In-Depth Analysis Case Study Template for  Microsoft Word | Adobe PDF | Google Docs  

When to Use This Template:  Deploy this in-depth analysis case study template and delve into a complex case study. It's perfect for situations where a thorough understanding and comprehensive analysis of all aspects of the case are needed, such as in research-heavy projects, detailed marketing strategy reviews, or complex product development scenarios.

Notable Template Features:  This template — available with or without sample data — has an expansive and detailed structure. Use the  In-Depth Analysis section to thoroughly explore the various facets of the case, including situation analysis, stakeholder analysis, and a deep dive into relevant data and evidence. Unlike simpler templates, this one offers a platform for comprehensive dissection and examination of intricate case studies, providing space for a detailed problem-specific analysis (such as  SWOT or PESTLE).

Testimonial-Based Case Study Template

Testimonial-Based Case Study Example Template

Download a Sample Testimonial-Based Case Study Template for Microsoft Word | Adobe PDF | Google Docs  

Download a Blank Testimonial-Based Case Study Template for Microsoft Word | Adobe PDF | Google Docs  

When to Use This Template:  Utilize this testimonial-based case study template to emphasize the real-world impact and customer satisfaction of your service or product, especially in scenarios where customer experiences and endorsements are crucial. This template is ideal when you have strong, positive feedback from clients that can illustrate the benefits of your offerings. 

Notable Template Features:  This template focuses on customer testimonials. Unlike other case study formats, this one dedicates a significant portion to showcasing direct quotes and stories from clients. The sample-text version includes real-life examples and endorsements, demonstrating the practical benefits and satisfaction of your clients.

Key Elements in a Case Study Template

The key elements in a case study template include a clear title, executive summary, background information, and problem statement. They also cover objectives, solutions, results, and lessons learned to help you create a complete, engaging story of a project's success.  

The following elements help to structure a case study:   

  • Title:  Add a concise and informative title that captures the essence of the case study. 
  • Executive Summary:  Provide a brief overview of the case study, summarizing the problem, solution, and results. 
  • Background Information: Include detailed context about the company, situation, or environment relevant to the case study. 
  • Problem Statement:  Clearly define the challenge or issue addressed.
  • Objectives: Outline what the case study aims to achieve or resolve. 
  • Methodology or Approach: Describe the methods or strategies used to address the problem. 
  • Solution: Detail the specific actions taken or solutions implemented to solve the problem. 
  • Results: Provide quantifiable outcomes and data showing the impact of the solution.
  • Analysis: Write a critical examination of the solution's effectiveness and the achieved results. 
  • Visuals (Charts, Graphs, Images): These visuals should help viewers understand complex data and break up text-heavy content. 
  • Testimonials/Quotes: Add credibility with direct quotes from clients, customers, or team members involved. 
  • Challenges and Limitations: Discuss any obstacles faced during the project and how they were overcome. 
  • Lessons Learned: Include any insights or knowledge gained from the experience. 
  • Conclusion:  Summarize the main points, and restate the significance of the case study. 
  • Call to Action (CTA):  Add content to encourage the audience to take a specific action, such as contacting the company or learning more about a service.

Types of Case Study Templates

Case study templates include single-slide overviews for quick summaries, in-depth analysis for detailed exploration, and customer testimonial templates that track the user's experience. Others focus on comparing strategies, showcasing data-driven results, and more. 

Here’s a list of case study templates:   

  • Single-Slide Overview Case Study Template: Ideal for quick summaries, this template condenses the entire case study onto one slide, highlighting the problem, solution, and results. 
  • In-Depth Analysis Case Study Template: Designed for detailed exploration, this template type has sections for background, market analysis, strategy implementation, and results. 
  • Problem-Solution-Results Case Study Template: Structured around identifying a challenge, detailing the solution, and showcasing the outcomes, use this template when you want to take a narrative approach. 
  • Data-Driven Case Study Template: Use this template to emphasize quantitative results and include charts and graphs to illustrate key metrics and successes.
  • Testimonial-Based Case Study Template: This option uses customer reviews and testimonials to highlight real-world applications and satisfaction.

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

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WTO / Business / Analysis / Case Study: How to Write (24 Free Templates)

Case Study: How to Write (24 Free Templates)

Case studies can vary significantly in scope and length as sometimes it is necessary to look into additional details revolving around the initial problem and solution. It usually focuses on a customer’s journey and interactions with a business and how their product or service solved a specific need/issue. A case study is a document detailing the process and findings after examining a particular problem and how a business or person addressed or intended to address it through strategic solutions .

Free Templates

Downloadable Case Study Template 01 for Word File

Importance of Writing a Case Study

Case studies evaluate business or customer-based problems and outline probable informed solutions available for implementation. A case study can be an excellent marketing tool as it provides hard proof of a problem that was solved through the proposed solution, product, or service provided. These studies can and are used in all levels of business and all industries.

A case study will reflect on a story of a successful business partnership/transaction between a business and a client in a professional setting. This success is measured using metrics agreed on by the customer/client being featured in the case study known as key performance indicators (KPIs), which include customers closed, revenue gained, etc. Earning the trust of potential clients can be a bit involved, and that is where a case study comes in handy. It is proof of your ability to deliver what one claims to offer.

How to Conduct Case Study (Before you Write)

To come up with a case study that effectively communicates what it intends to convince a client to offer the business there are several steps one can adopt. We shall look into these steps to give further insight:

Case study’s objective

It is recommended that a person should begin preparing the case study by getting data and metrics as well as other pre-writing activities. As much as this study is designed to prove your ability to solve a specific need/problem, it should also focus on other objectives of your chosen subject relevant to prospective clients. Determining these objectives should hence be your starting point.

Examples of objectives that client would be interested in include:

  • Client’s compliance with government regulation
  • Lowering business costs (operational, production, administrative)
  • Becoming profitable, for example, increasing sales and reducing production costs.
  • Generating more leads
  • Closing on more customers (increasing market share)
  • Generating more revenue (increasing profitability)
  • Expanding into a new market, for example, through the introduction of a new product.
  • Sustainable or energy-efficient solutions

Identifying the problems

One should also establish the issue(s) the narrative will be addressing- normally those surrounding the candidate’s problem that was solved by your product or services. One can do this by identifying critical problems faced by prospective clients first and relating them to those that were previously faced by the candidate. One can then examine the issues and determine the cause(s) and their impacts on businesses or organizations.

Finding solutions  

You should combine the information collected into a comprehensive narrative. A little creativity can be helpful, but the narrative should remain factual throughout. The case study subject journey should be presented in a way that is relatable to other customers. The narrative can take the structure of introduction, incident, rising action, the climax, falling action, and resolution.

When evaluating solutions, utilize established data and KPIs (key performance indicators) to show how your product or service tackles the problem at hand. Show how the solutions directly impact the candidate or customer and the sort of results to be expected. Come up with different solutions from which the best alternative is chosen. The best solution can be characterized as relatable, accessible, supported by evidence, and has clear pros and cons.

Find the proper case study candidate

Once you have ascertained the medium you intend to use for marketing your case study. The following step is finding the right candidate to focus on in your case study.

Below are elements you can use to sort out potential candidates:

  • Product Knowledge: It is vital to select a client with more than average knowledge about the services and products one offers. This way, they can best speak from a client’s perspective.
  • Remarkable Results: Clients who have experienced outstanding results from conducting business with one’s company. Such clients are expected to be enthusiastic and more compelling when discussing the products or services. For example, clients who experienced unexpected success from one’s products or services, for example, non-traditional clients, are also desirable.
  • Recognizable Names: stories from more significant or more notable brands’ business clients tend to be more credible and have been observed to foster 24.4x as much growth.
  • Switchers: Clients who switched after working with one’s competitor can demonstrate one’s competitive advantage and, therefore, more desirable.

Asking for the client’s permission

The next step is getting the subject involved. This can be done by first reaching out and providing them with the objective, format, timeline, and already established details of the case study. One should aim to provide an open and accessible stage of communication. The study should also incorporate benefits to be gained by the subject.

Some of the benefits one can promise to the candidate include:

Brand exposure

One can illustrate how this case study can be an excellent opportunity to promote their brand. Case studies can be valuable tools to market both the service provider and the client.

In the B2B sector, where brand awareness is hard to collect beyond one’s market share, making the case study a client’s marketing tool can be persuasive. In that, they get to expand their brand reach.

Employee exposure

A case study can be written to include quotes with credits given to specific employees. When this is the case, a study can be networking and career-development opportunities for employees of business clients.

Product discount

One can offer the subject client a product discount or free trial of a product or service one offers, especially if they are current customers.

Backlinks and website traffic

You can promise the client will enjoy an increase in website traffic once you publish the case study, which would link back to the subject’s website, known as a backlink. Backlinks are known to raise a website’s rank in the search engine results, resulting in increased traffic. Once they are satisfied and willing to participate, they can approve the case study, and the writing process can commence.

Include the right questions

Asking and including the right questions in the questionnaire and during the Interview is one of your tickets to a successful case study. Having the right questions will often lead to a convincing case study. The questions should be phrased such that their answers give insight into how valuable your products or services are. To achieve this, using the “Golden Rule of Interviewing,” which means asking open-ended questions rather than ‘yes’ or ‘no’ questions.

For the Interview, questions can be structured to create flow by categorizing them into six sections:

  • Opening with questions about the client’s/participant business- For example, how long they have been in business, number of employees, current objectives, etc.
  • Cite a problem- This section should create context by highlighting the challenges that led to them looking for a solution—for example, asking them the challenges and solutions that led them to look for a solution.
  • Discuss the decision process – Includes questions that explain how they decided to work with you by outlining how they got to know of the product or service, people involved in selecting the product or process, and competitor products that did not meet their demands and such—for example asking them how they heard of your product or service.
  • Explain how a solution was implemented- Questions that detail the client’s/participant experience during the implementation process . For example, asking them how long it took to see the results of using the product or service.
  • Explanation on how the solution works- Questions that detail how the participant uses or used the product or service. For example, by asking them who are currently using or previously directly using the product or service.
  • End with results- Include questions that illustrate impressive measurable outcomes of using the product or services, for example, amount of time saved, the percentage increase in sales, etc.

Identify a case study medium

The next step should determine how you intend to create your case study and distribute it for maximum exposure. Using different avenues is encouraged to capture different markets and as many clients as possible.

A case study can be shared in either or all of the ways:

  • Written case study: One can write the study in the form of an e-book and then convert it to a downloadable PDF which can be published on a website/blog. A case study can also be written as a social media post, such as on Facebook.
  • Video case study: One can plan on interviewing with the client, which can be recorded and uploaded on one’s YouTube channel or website. Seeing a client talk about their satisfaction with services offered in person can be more convincing.
  • Infographic case study: One can choose to tell their story while quantifying success using major KPIs presented in charts in a long, vertical format of an infographic which can then be shared on Pinterest.
  • Podcast case study: One can opt to have a casual conversation with a client and talk about how well their issues were resolved in a podcast. This can then be shared on any available platform such as Spotify or YouTube.

Layout your case study format

A case study can be written or visual (picture and videos) or a combination of both. When it comes to formatting a study there is no one-size-fits-all. Therefore, one should format the presentation to fit their situation best and convey information gathered most clearly and concisely. It should be made easy to scan.

Publish and promote your case study

The final step should be publishing and promoting the case study to ensure it is accessible to the intended audience. The format can sometimes dictate the publishing method; for example, infographics are best suitable for Pinterest.

Other ways to go about publishing and promoting include:

  • Gated Behind a Blog Post- One can opt to write an abbreviated version of the story as a blog post and request readers to fill out their details (name and email address) if they would like to read the rest of the PDF. This method generates leads. Promotion of the blog post can be done through social media.
  • Published as a Page on Your Website- Alternatively, one can choose to publish the case study on their website on its page and direct visitors from the homepage to read.

Draft and send a release form

The next step is to send the client a release form that outlines what one needs from the client. The needs could be in terms of permission to use applicable brand names, publicly share project information, and such. Sending a release form can be achieved by sending an email that details what one needs from them.

Case study release form

This form will outline what one needs from the subject client. As a result, it can vary depending on the size, nature of business, and purpose of the case study. It includes details such as; an explanation purpose and utilization of the case study, a statement of potentially trademarked information such as name, logo, pictures of the company to be used, explanation of one’s expectations of the subject after the case study, and a note about compensation if applicable

Success story letter

It is a document that outlines the entire case study process and can include the following items:

  • The Acceptance- Should seek approval from the subject’s marketing team. Under this section, one can propose the timeline to conduct the interview or case study.
  • The Questionnaire- A questionnaire to be filled by the participant can be included. The case study questionnaire is designed in a way that the questions create a foundation to organize the Interview.
  • The Interview- after completing the questionnaire, one should reach out to the participant and conduct a 30-60 minute interview. Custom questions that best reflect the participant’s experience working with you should be prepared.
  • The Draft Review- Compose a draft that is sent to the participant for feedback and edits.
  • The Final Approval – Once all appropriate alterations have been made, a copy of the proposed final document is sent to the participant for approval. Once approved, the case study can be distributed.

Writing a Case Study

Despite a case study not having a one-fits-all format, there are fundamental parts present in a standard case study.

These items include:

  • Title – Should be kept short and interest to convince the reader to want to know more.
  • Subtitle – A brief explanation of what was done (accomplished).
  • Executive Summary – It is a summary of the entire story. It can be 2-4 sentences long and followed by 2-3 bullet points outlining success metrics.
  • About the Subject – It is an introduction to the participant/client business. It is a profile of their business.
  • Challenges and Objectives – A description of challenges the client faced before using your product or service. It can include the customer’s goals and objectives when seeking your services. It can be 2-3 paragraphs long.
  • How Product/Service Helped – A 2-3 paragraphs describe how your product or service solved the client’s problem.
  • Results- An illustration of how the set objectives and goals were achieved. This can be demonstrated using quantifiable measurements of success. It can be 2-3 paragraphs long.
  • Supporting Visuals or Quotes – One can include one or two powerful quotes after the results. Visuals such as pictures in support of the narrative can also be included.
  • Future Plans – An epilogue detail the participant’s plans as we advance, and if you are part of those parts can be included at this point.
  • Call to Action (CTA) – Depending on the nature of your case study, one can opt to encourage to seek their services or products at the end of the case study.

After the case study is complete, please review it and ensure that it contains the following primary sections.

They include;

  • Introduction- Outlines the purpose of the case study.
  • Background- Introduces the reader to the narrative.
  • Evaluation of the Case- Highlights significant details of the case study.
  • Solutions- Outlines proposed solutions and how they address the issue at hand.
  • Recommendations- Outlines how one advises the client going forward.

Case Study Examples

To further illustrate how case studies should look like, we will provide you with several examples that you can look at and review:

  • “New England Journal of Medicine,”- Corey McPherson Nash– Uses visuals to tell the case study client’s story.
  • “Shopify Uses HubSpot CRM to Transform High Volume Sales Organization,”- HubSpot – Employs mixed media (short video and text) to tell the narrative of Shopify.
  • “Designing the Future of Urban Farming,” by IDE- Adopts a simplified approach in crafting a case study while still outlining the ‘Challenge’ and ‘the outcome’ of the transaction, which are key pillars of a case study.
  • “Secure Wi-Fi Wins Big for Tournament,” by WatchGuard– Uses one medium, a video, to tell the entire story.
  • Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot – This is an example that illustrates how photos, videos, and stats can be used to tell a successful business interaction.
  • Small Desk Plant Business Ups Sales by 30% With Trello- Majorly uses text to tell the narrative and is straightforward. Incorporates quotes from the management of the client company.
  • Facebook’s Mercedes Benz Success Story– Uses stats to illustrate how a service impacted a business and what tools and how they were used to obtain these results.

Tips for Writing a Winning Case Study

To improve the effectiveness and quality of  your study there are various tips that one can incorporate to this effect.

To highlight a few, they are outlined below.

  • Ensure to take notes: There is always more to learn, and therefore it is good to jot down key points when reading or examining different case studies that can be useful when writing your case study.
  • Know your target audience: Understanding your target audience will always influence what and how you write your case study. Different audiences will be looking out for different outcomes.
  • Be relatable: The case study narrative should be relatable to your average clients. It should feel like the story is being told by a person to identify with detailing their satisfaction with services provided.

Frequently Asked Questions

This can be carried out in the following steps: carefully reading the case study and questions, determining the issues discussed in the case study, linking the theory to practice, planning one’s answer, write the answer, proofread and edit accordingly, then submit.

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Christopher Taylor

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