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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Bringing Stories to Your Essay: Introducing a Case Study the Right Way!

Stefani H.

Table of contents

Ever found yourself immersed in a story, hanging onto every detail, eager to know what happens next? That, my friend, is the magic of a case study when sprinkled into an essay.

Just as a dash of spice can elevate a dish, a well-placed case study can take your essay from 'meh' to 'marvelous'. It's not just about showcasing real-world examples; it's about making your arguments relatable, tangible, and above all, memorable.

But hold on, before you dive headfirst into weaving in that intriguing case study you found, let’s chat about the art of introducing it. You see, dropping it in without context is like telling a joke without a punchline.

In this post, we'll guide you through the craft of smoothly and effectively introducing a case study into your essay, ensuring it's not just a detour but a meaningful journey for your readers. So, are you ready to give your essay that extra oomph?

Why Use Case Studies in Essays

You know those moments when you're explaining a theory or a concept, and you see those blank stares? Yup, we’ve all been there. That’s where real-world examples come into play. By weaving a case study into your essay, you're essentially turning on a light in a dim room. Suddenly, that complex theory has color, depth, and context. It's no longer just words on paper; it's a story, a lesson, a real-world incident that breathes life into your arguments.

And let's talk about the brownie points. When you toss a well-researched case study into the mix, it's like handing your readers proof that you've rolled up your sleeves and delved deep into your subject. It's a signal: you're not just skimming the surface; you're diving into the depths, bringing out treasures of knowledge.

Lastly, an apt case study is like the secret sauce to winning trust. Readers lean in, believing in your words, connecting with your narrative. It’s not just about flashing your research chops; it’s about creating a bond, engaging them, making them think, "Hey, this writer really knows their stuff!"

In a nutshell? Case studies? They're your essay's best friend.

Choosing the Right Case Study

Before you jump onto the Internet's vast ocean and fish out the first case study that sorta-kinda fits, let’s have a quick heart-to-heart. Not all case studies are created equal. And while it might be tempting to pick that dramatic, headline-grabbing one, it's essential to remember a few golden rules.

Firstly, it's all about alignment. Think of your essay as a puzzle. Every piece, every argument, every citation should fit just right. Your chosen case study? It's that central piece, setting the tone, connecting dots. So, make sure it's directly related to your topic. No square pegs in round holes, okay?

Next, reputation is everything. Dive into journals, accredited institutions, and renowned publications. Trustworthy sources not only boost your essay's credibility but save you from those cringe-worthy moments when someone points out a glaring error or bias in your chosen study.

Quick tip from the pros : Some case studies are like that popular song on the radio - overplayed and heard by everyone. Unless you’re bringing a fresh, unheard angle or a unique perspective to the table, steer clear of the overly popular ones. It's always more impressive to introduce your readers to a gem they haven't encountered before.

Introducing a Case Study: The Art of the Hook

Picture this : You're at a party, and someone starts a story with, "You won't believe what happened to me yesterday!" Chances are, you're all ears. That's the power of a good essay hook . Now, let's bring that energy to your essay!

Starting with a compelling fact or statement is your ticket to gripping your readers. Imagine leading with, "In a village where electricity was once a dream, solar panels changed everything." Instantly, your readers are curious. They want to know more about this village, the change, the story behind it all.

Once you've got their attention, lay down the problem. Paint a picture of the challenges, the obstacles, the scenario before the solution came into play. This sets the stage for your case study. By presenting the problem, you're essentially saying, "Hey, here's a situation. Stick around to see how it unraveled."

Quick Checklist: Crafting That Perfect Hook

  • Relevance : Ensure it ties back to your main essay topic.
  • Emotion : Strike a chord, whether it's curiosity, empathy, or even surprise.
  • Simplicity : Keep it straightforward. No need for jargon or over-the-top language.
  • Authenticity : Stay true to the essence of your case study. No embellishing facts!

Remember, the aim is to draw readers in, making them eager to delve into the heart of your case study. With a killer hook, you're not just starting an essay; you're beginning a journey they'll want to join.

MLA Citation: Giving Credit Where It's Due

Alright, let's chat about something we often overlook in our writing excitement: citation. I get it; it may not be the most thrilling part of essay writing, but think of it as the unsung hero, quietly ensuring your work stands tall with authenticity and respect.

First off, why the fuss about proper citation ? Well, citing your sources isn't just about avoiding the scary plagiarism monster. It's about acknowledging the hard work of others. It's a nod to fellow researchers, saying, "Hey, I see your efforts, and they've helped shape mine."

How to cite a case study in MLA format

Author's Last Name, First Name . "Title of the Case Study." Title of the Journal or Publication , vol. number, no. issue number, Year of Publication, page range.

For example: Smith, John. "Solar Power in Remote Villages." Energy Research Journal , vol. 5, no. 2, 2020, pp. 45-59.

If found online: Add the website name, the URL, and the access date at the end.

Smith, John. "Solar Power in Remote Villages." Energy Research Journal , vol. 5, no. 2, 2020, pp. 45-59. ERJ Online, www.erjonline123.com , Accessed 5 June 2022.

Avoid these mistakes

  • Forgetting the access date: Especially for online sources, this one's crucial!
  • Overlooking the punctuation: Note the periods, commas, and italics. They're all essential in MLA.

Quick Tip : If this feels a tad overwhelming, online citation tools are here to rescue! Platforms like EasyBib or Citation Machine can churn out MLA citations in a snap. Just feed in your source details, and voila!

In the end, think of citations as your essay's backstage crew, working behind the scenes to ensure your masterpiece gets a standing ovation.

Weaving the Case Study into Your Essay Narrative

Alright, so you've got this shiny case study and you’re all set to embed it into your essay. But here's the catch – it's not about just dropping it in; it's about stitching it seamlessly into your narrative fabric.

Make It Relevant : Think of your essay and case study as dance partners. They need to move in harmony. Ensure that your case study doesn't just stand alone; it should back up your arguments, add depth to them, or even offer a contrasting perspective. It’s about making the dance memorable.

Build a Logical Flow : Your readers are on a journey with you. Introduce your case study at a point where it feels natural, leading them from one idea to the next. It’s like following breadcrumbs; one leading to another, ensuring they never get lost in the woods.

Pacing is Key : Imagine watching a movie where the climax is revealed in the first ten minutes. Boring, right? Similarly, don’t spill all the beans about your case study right away. Tease a little, build intrigue, let it unfold gradually, keeping your readers hooked.

In essence, introducing a case study is an art. It’s not about making it fit, but about ensuring it belongs, enriching your essay's narrative and making it truly unforgettable.

Concluding Your Case Study Introduction

As you wrap up the intro to your case study, think of it as putting a bow on a gift. First, make a promise to your readers: assure them that venturing deeper into this case study will shed light, offer insights, or challenge perspectives. Maybe it's a promise of a lesson learned or an innovative solution unveiled. Then, seamlessly pave the way for what's next: your main arguments. Like a skilled guide, hint at the journey ahead, ensuring your readers are not only invested but also eager to embark on the exploration with you.

Final Thoughts & Wrap-up

Introducing a case study in an essay is much like mastering a dance step; at first, it might feel a tad awkward, maybe even a little forced. But with practice? Ah, that’s when the magic happens. Just as dancers become one with the music, with time, you'll find that blending case studies into your essays becomes second nature. The beauty lies in the richness they add, turning plain text into tapestries of real-life stories, insights, and revelations.

But what if you're pressed for time or feeling a tad overwhelmed? Here's a lifesaver: Writers Per Hour offers impeccable custom case study writing services tailored to your needs. They're the backstage crew ensuring your essay shines under the spotlight.

Now, with or without help, here's a challenge for you, dear readers: In your next essay, venture out, find that perfect case study, and weave it in. Experience the transformation it brings. And when you do, remember that every story you tell, every example you cite, adds depth and dimension to your narrative. Ready to give it a whirl?

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Writing A Case Study

Barbara P

A Complete Case Study Writing Guide With Examples

Case Study

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Simple Case Study Format for Students to Follow

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

Many writers find themselves grappling with the challenge of crafting persuasive and engaging case studies. 

The process can be overwhelming, leaving them unsure where to begin or how to structure their study effectively. And, without a clear plan, it's tough to show the value and impact in a convincing way.

But don’t worry!

In this blog, we'll guide you through a systematic process, offering step-by-step instructions on crafting a compelling case study. 

Along the way, we'll share valuable tips and illustrative examples to enhance your understanding. So, let’s get started.

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  • 1. What is a Case Study? 
  • 2. Types of Case Studies
  • 3. How To Write a Case Study - 9 Steps
  • 4. Case Study Methods
  • 5. Case Study Format
  • 6. Case Study Examples
  • 7. Benefits and Limitations of Case Studies

What is a Case Study? 

A case study is a detailed analysis and examination of a particular subject, situation, or phenomenon. It involves comprehensive research to gain a deep understanding of the context and variables involved. 

Typically used in academic, business, and marketing settings, case studies aim to explore real-life scenarios, providing insights into challenges, solutions, and outcomes. They serve as valuable tools for learning, decision-making, and showcasing success stories.

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Types of Case Studies

Case studies come in various forms, each tailored to address specific objectives and areas of interest. Here are some of the main types of case studies :

  • Illustrative Case Studies: These focus on describing a particular situation or event, providing a detailed account to enhance understanding.
  • Exploratory Case Studies: Aimed at investigating an issue and generating initial insights, these studies are particularly useful when exploring new or complex topics.
  • Explanatory Case Studies: These delve into the cause-and-effect relationships within a given scenario, aiming to explain why certain outcomes occurred.
  • Intrinsic Case Studies: Concentrating on a specific case that holds intrinsic value, these studies explore the unique qualities of the subject itself.
  • Instrumental Case Studies: These are conducted to understand a broader issue and use the specific case as a means to gain insights into the larger context.
  • Collective Case Studies: Involving the study of multiple cases, this type allows for comparisons and contrasts, offering a more comprehensive view of a phenomenon or problem.

How To Write a Case Study - 9 Steps

Crafting an effective case study involves a structured approach to ensure clarity, engagement, and relevance. 

Here's a step-by-step guide on how to write a compelling case study:

Step 1: Define Your Objective

Before diving into the writing process, clearly define the purpose of your case study. Identify the key questions you want to answer and the specific goals you aim to achieve. 

Whether it's to showcase a successful project, analyze a problem, or demonstrate the effectiveness of a solution, a well-defined objective sets the foundation for a focused and impactful case study.

Step 2: Conduct Thorough Research

Gather all relevant information and data related to your chosen case. This may include interviews, surveys, documentation, and statistical data. 

Ensure that your research is comprehensive, covering all aspects of the case to provide a well-rounded and accurate portrayal. 

The more thorough your research, the stronger your case study's foundation will be.

Step 3: Introduction: Set the Stage

Begin your case study with a compelling introduction that grabs the reader's attention. Clearly state the subject and the primary issue or challenge faced. 

Engage your audience by setting the stage for the narrative, creating intrigue, and highlighting the significance of the case.

Step 4: Present the Background Information

Provide context by presenting the background information of the case. Explore relevant history, industry trends, and any other factors that contribute to a deeper understanding of the situation. 

This section sets the stage for readers, allowing them to comprehend the broader context before delving into the specifics of the case.

Step 5: Outline the Challenges Faced

Identify and articulate the challenges or problems encountered in the case. Clearly define the obstacles that needed to be overcome, emphasizing their significance. 

This section sets the stakes for your audience and prepares them for the subsequent exploration of solutions.

Step 6: Detail the Solutions Implemented

Describe the strategies, actions, or solutions applied to address the challenges outlined. Be specific about the decision-making process, the rationale behind the chosen solutions, and any alternatives considered. 

This part of the case study demonstrates problem-solving skills and showcases the effectiveness of the implemented measures.

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Step 7: Showcase Measurable Results

Present tangible outcomes and results achieved as a direct consequence of the implemented solutions. Use data, metrics, and success stories to quantify the impact. 

Whether it's increased revenue, improved efficiency, or positive customer feedback, measurable results add credibility and validation to your case study.

Step 8: Include Engaging Visuals

Enhance the readability and visual appeal of your case study by incorporating relevant visuals such as charts, graphs, images, and infographics. 

Visual elements not only break up the text but also provide a clearer representation of data and key points, making your case study more engaging and accessible.

Step 9: Provide a Compelling Conclusion

Wrap up your case study with a strong and conclusive summary. Revisit the initial objectives, recap key findings, and emphasize the overall success or significance of the case. 

This section should leave a lasting impression on your readers, reinforcing the value of the presented information.

Case Study Methods

The methods employed in case study writing are diverse and flexible, catering to the unique characteristics of each case. Here are common methods used in case study writing:

Conducting one-on-one or group interviews with individuals involved in the case to gather firsthand information, perspectives, and insights.

  • Observation

Directly observing the subject or situation to collect data on behaviors, interactions, and contextual details.

  • Document Analysis

Examining existing documents, records, reports, and other written materials relevant to the case to gather information and insights.

  • Surveys and Questionnaires

Distributing structured surveys or questionnaires to relevant stakeholders to collect quantitative data on specific aspects of the case.

  • Participant Observation

Combining direct observation with active participation in the activities or events related to the case to gain an insider's perspective.

  • Triangulation

Using multiple methods (e.g., interviews, observation, and document analysis) to cross-verify and validate the findings, enhancing the study's reliability.

  • Ethnography

Immersing the researcher in the subject's environment over an extended period, focusing on understanding the cultural context and social dynamics.

Case Study Format

Effectively presenting your case study is as crucial as the content itself. Follow these formatting guidelines to ensure clarity and engagement:

  • Opt for fonts that are easy to read, such as Arial, Calibri, or Times New Roman.
  • Maintain a consistent font size, typically 12 points for the body text.
  • Aim for double-line spacing to maintain clarity and prevent overwhelming the reader with too much text.
  • Utilize bullet points to present information in a concise and easily scannable format.
  • Use numbered lists when presenting a sequence of steps or a chronological order of events.
  • Bold or italicize key phrases or important terms to draw attention to critical points.
  • Use underline sparingly, as it can sometimes be distracting in digital formats.
  • Choose the left alignment style.
  • Use hierarchy to distinguish between different levels of headings, making it easy for readers to navigate.

If you're still having trouble organizing your case study, check out this blog on case study format for helpful insights.

Case Study Examples

If you want to understand how to write a case study, examples are a fantastic way to learn. That's why we've gathered a collection of intriguing case study examples for you to review before you begin writing.

Case Study Research Example

Case Study Template

Case Study Introduction Example

Amazon Case Study Example

Business Case Study Example

APA Format Case Study Example

Psychology Case Study Example

Medical Case Study Example

UX Case Study Example

Looking for more examples? Check out our blog on case study examples for your inspiration!

Benefits and Limitations of Case Studies

Case studies are a versatile and in-depth research method, providing a nuanced understanding of complex phenomena. 

However, like any research approach, case studies come with their set of benefits and limitations. Some of them are given below:



Offer detailed insights into specific real-world situations

Findings may not be easily generalized to broader populations

Provide a holistic view within natural context

Researcher's interpretation and biases can influence analysis

Effective for investigating and addressing real-world problems

Time-consuming and resource-intensive

Flexible nature allows incorporation of various data collection methods

Selection of cases may be biased

Allow deep exploration, uncovering nuances and complexities

Potential for subjectivity in findings

Contribute to theory development by generating hypotheses and empirical evidence

Less feasible for large-scale studies

Humanize data by incorporating personal narratives, quotes, and anecdotes

External validity may be limited due to biased case selection

Tips for Writing an Effective Case Study

Here are some important tips for writing a good case study:

  • Clearly articulate specific, measurable research questions aligned with your objectives.
  • Identify whether your case study is exploratory, explanatory, intrinsic, or instrumental.
  • Choose a case that aligns with your research questions, whether it involves an individual case or a group of people through multiple case studies.
  • Explore the option of conducting multiple case studies to enhance the breadth and depth of your findings.
  • Present a structured format with clear sections, ensuring readability and alignment with the type of research.
  • Clearly define the significance of the problem or challenge addressed in your case study, tying it back to your research questions.
  • Collect and include quantitative and qualitative data to support your analysis and address the identified research questions.
  • Provide sufficient detail without overwhelming your audience, ensuring a comprehensive yet concise presentation.
  • Emphasize how your findings can be practically applied to real-world situations, linking back to your research objectives.
  • Acknowledge and transparently address any limitations in your study, ensuring a comprehensive and unbiased approach.

To sum it up, creating a good case study involves careful thinking to share valuable insights and keep your audience interested. 

Stick to basics like having clear questions and understanding your research type. Choose the right case and keep things organized and balanced.

Remember, your case study should tackle a problem, use relevant data, and show how it can be applied in real life. Be honest about any limitations, and finish with a clear call-to-action to encourage further exploration.

However, if you are having issues understanding how to write a case study, it is best to hire MyPerfectWords.com 's Professional service.  Hiring our custom essay service will ensure that you will get the best grades on your essay without any stress of a deadline. 

So be sure to check out case study writing service online and stay up to the mark with your grades. 

Frequently Asked Questions

What is the purpose of a case study.

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The objective of a case study is to do intensive research on a specific matter, such as individuals or communities. It's often used for academic purposes where you want the reader to know all factors involved in your subject while also understanding the processes at play.

What are the sources of a case study?

Some common sources of a case study include:

  • Archival records
  • Direct observations and encounters
  • Participant observation
  • Facts and statistics
  • Physical artifacts

What is the sample size of a case study?

A normally acceptable size of a case study is 30-50. However, the final number depends on the scope of your study and the on-ground demographic realities.

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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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How to Write a Case Study: Definition, Outline, Steps & Examples

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A case study is a research method that involves an in-depth examination of a particular subject, often a person, group, event, or organization. It's used to explore complex issues in real-world contexts. A case study can provide insights that might not be achieved with other research methods.

Are you struggling with writing a case study and don't know where to begin? You are not alone. Most students involved in the Psychology or Sociology field often find this task challenging. Especially if they are new to this research method. However, with the right structure and preparation, creating a case study paper will be a piece of cake. 

After reading this article, you will be armed with all essential details including:

Let’s dive right in!

What Is a Case Study: Definition

A case study is a research method that involves examining a specific instance to let researchers learn more about an individual, event, organization or concept. It is like a magnifying glass for studying real-life situations. By looking at a single example, we can learn more about complex issues and understand patterns. 

Case studies are used in the fields like Psychology, Business, Statistics or Nursing. As a rule, students apply this research method when writing a dissertation or thesis . 

Depending on the research question and the data needed to address a problem, case studies can involve various research methods.

Research Methods Applied in Case Studies

Case Study Example

Let's recap the main points. 

What Is the Purpose of a Case Study?

The primary purpose of a case study is to gain insight into the real-world situations through the investigation and analysis of a single instance. This research design is often applied to meet such goals: 

Every case study writer can customize their work to fit the needs of a specific discipline, as shown below.

Use of Case Studies 

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Types of Case Studies

There are different types of case studies that scholars or students can bring into play. Each approach has its own focus and is chosen based on research objectives. 

Case Study Structure: Main Parts

When investigating any phenomenon, it’s important to organize your sections in a logical manner. A structure of a case study usually includes such components:

Case Study Outline

Before you create a case study, it’s a good idea to prepare an outline. It serves as a skeleton of your project. A well-structured outline of a case study helps organize your thoughts in a logical manner.

Below you can see an example of a basic template. Feel free to use it for inspiration. 

General Outline  

Based on the sample template shown above, arrange your key ideas and highlight critical information. You may change the blocks to meet your assignment’s unique requirements.

Before You Start Writing a Case Study

Preparation  is the key to success. To make your case study flawless, you need to establish your goal and plan. This will lay the foundation of the whole process before you begin writing.

Ensure you follow these 3 crucial steps before moving further. 

1. Carefully Read the Instructions 

Your professor may provide you with special requirements, case study rubric or exemplary works. The instructions may include details on preferred format, structure, word count, writing style or analysis techniques. Read given material attentively and make sure you fully understand the guidelines. 

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2. Conduct Research

Researching is the most time-consuming part of writing a case study. Review relevant studies on the research topic to gain a deeper understanding of your subject. You may want to go through different sources and identify their strengths and limitations. Strive to build a bridge between your case study report and existing gaps. 

Make sure to jot down all your ideas, opinions, notes or questions related to your research. This approach will help you build an outline and write a case study accordingly.  

3. Gather Data

Now you are all set for the data collection process. Identify the most relevant type of information pertinent to your research question.

Consider using primary sources such as interviews, surveys or questionnaires. Secondary resources may include books, articles, case studies and public documents. 

Your data must be accurate and reliable so double-check your research results before integrating them into your project.

How to Write a Case Study in 7 Steps?

Now that you are familiar with the preparation stages, it's time to dive into the writing process. Writing case studies can be challenging. But by following a structured approach, you can produce a clear and engaging work. 

To create a strong project, it's important to carefully plan and execute each step of your flow, from identifying the research question to presenting your conclusions. Below we have prepared detailed guidelines on how to write a case study paper. 

1. Introduce a Case Study

Start your case study introduction by presenting your subject and providing a brief overview of the research objectives. It's important to highlight the significance of your case and explain why it warrants examination. One way to do this is to focus on innovative aspects, such as a novel approach to a problem or a new technology. You can also emphasize the broader implications. 

You should also preview a structure. This will give readers an idea of what to expect. Briefly describe your main points or provide a rough outline. 

Case Study Introduction Example

2. Describe a Problem

Before you get to the problem, provide context that explains the issue at hand. Identify the scope and impact of this problem. One efficient strategy of creating case studies that trigger attention is integrating examples or statistics. This helps to understand how severe this situation is. 

Additionally, you may want to highlight any challenges or obstacles that have prevented a problem from being solved. 

Example of Problem Description in a Case Study

>> Read more: How to Write a Problem Statement

3. Discuss Research Methods 

Research methods you apply will define how to make a case study. There are multiple ways to collect data. So your primary task here is to figure out what kind of information you want to obtain. 

Your research strategy should align with your objectives. For instance, interviews can help capture detailed information from a small sample of people. On the other hand, surveys involve large groups of individuals. If you are using interviews or surveys, provide a list of questions participants were asked. 

You can also do experiments to test out different theories or conduct document analysis to identify trends. 

>> Learn more: What Is Experimental Design  

Example of How to Describe Research Methods 

4. Offer Solutions to the Problem 

The next stage involves coming up with potential solutions. Explain what strategies could be used to address the problem.

For example, if you write a case study on a business-related problem, solutions may involve implementing procedures to improve efficiency. Alternatively, in a healthcare niche, you will offer a new medication or therapy.

Be sure to provide evidence from your research or expert opinions to support your suggestions.

Here’s how to do a case study solutions section. 

Example of Solution

5. Present Your Key Results

Most scholars judge case study reports by research outcomes. You need to show that your solution works. Analyze collected data and share your most significant findings in your results section . This can be an increase in profits or a patient's health improvement. 

When you write your case study outcomes, it is important to organize the information in a clear and concise manner. Use tables, graphs and charts to illustrate your data visually. 

Provide a short summary of your results and their implications. But don’t just tell. You need to back up your research with evidence. If you used interviews, be sure to include any statistical analysis done for those results. 

Example of Case Study Research Results

6. Conclude with Recommendations

A conclusion of a case study is where you wrap everything up and provide recommendations for further research. Sum up your key points and explain how they could be used to solve similar problems. You can also highlight any unexpected findings or insights that emerged during the study. Don’t forget to discuss any ethical considerations or limitations. 

You need to create a lasting impression. For this, end a case study with a thought-provoking statement or call to action. 

Case Study Conclusion Example

7. Proofread Your Case Study

Once you are done with writing a case study, you need to carefully review it. Keep an eye on these things when checking your work: 

Case Study Format

Besides the content, it is also important to stick to a specific case study paper format. The layout of your paper should follow guidelines of the chosen citation style.

There are different ways to format a case study. Commonly used styles include APA, MLA, Chicago and Harvard. Each format  presents specific requirements for formatting your text and references. 

Check out our detailed guides listed below to learn more about each style. 

>>  How to Write a Paper in APA Format?

>>  How to Do MLA Format?  

>>  How to Write a Chicago Style Paper?

Case Study Examples

Getting actual examples of case studies can be a great way to learn and understand how to write one. To help you out, we have collected several sample case study paper examples for different disciplines. Feel free to use these samples as inspiration when writing your own paper.

Case Study Writing Tips

With the right approach, your effort will reward you with an A+. In this section, we will list some actionable tips on how to write a good case study: 

Mistakes to Avoid When Writing a Case Study

Even a small mistake can undermine your whole work. Here are some common pitfalls students fail to account for in their case studies:

Advantages and Disadvantages of Case Study

Using a case study approach as your research method has its own pros and cons. On one hand, it is an effective way to explore a particular issue in detail. On the other, there are certain limitations that come with this approach. Below we will cover both strengths and limitations of case studies.

Benefits of Case Study

A case study is like a seed that can grow into a fruitful tree, providing resolutions to intricate problems. Here are the biggest case study benefits you can use to your advantage:

Limitations of Case Study

As with any research method, case studies have their fair share of drawbacks. Let's take a closer look at some of the most prevalent issues that can arise when using this approach.

Case Study Paper Writing Checklist

Before you write a case study assignment, make sure to recap all the information you have learnt today. Refer to this checklist to ensure you are on the right track. 

Bottom Line on How to Write a Case Study

Writing a case study can be an incredibly challenging task for any student. However, with the right approach and tips, you can easily turn this daunting task into a pleasant experience. 

We hope this article helped you understand how to write a case study. Remember to focus on the practical part and avoid overgeneralizing or cherry-picking data.

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Cross Sectional Study

  • Definition 
  • Case study types
  • Basic structure
  • Steps on how to write a case study
  • Examples that worked.
  • Develop a better understanding of complex issues or phenomena 
  • Identify patterns and relationships
  • Test hypotheses and theories in natural settings
  • Provide practical solutions
  • Illustrate best practices or successful strategies.
  • Descriptive case studies This approach involves a detailed examination of a particular situation or phenomenon to understand it better. Here, researchers see the context, events, and processes that led to a particular outcome, and get a comprehensive picture of the situation.
  • Explanatory case studies Explanatory method allows us to understand the "why" and “how” behind a particular event or phenomenon. As the name suggests, this type of case study seeks to test and explain the causal relationship between independent and dependent variables . 
  • Exploratory case studies Imagine being a detective and investigating a mystery or problem in its early stages. This is the main idea of an exploratory investigation. It helps to recognize key questions, potential patterns, and areas for further research. It's like peeling back the layers of an onion, revealing new insights and uncovering possible solutions. 
  • Intrinsic case studies  Unlike other case study methods, an intrinsic approach is used to explore a unique instance. Here, researchers focus on a particular scenario in its own right, rather than trying to apply the outcomes to a broader population.  
  • Instrumental case studies This type of study examines one instance to shed light on a larger group or phenomenon. Instrumental technique is a good choice if you want to develop theoretical frameworks and obtain generalizable findings.
  • Cumulative case studies  While conducting cumulative research, students compile and synthesize information from multiple similar instances. Here, you combine the results of multiple studies to draw more generalized conclusions.
  • Collective case reports Think of several individual instances being studied together to provide a broader understanding of a specific phenomenon. These instances are often connected by a common theme. This enables researchers to compare and contrast cases and uncover tendencies. 
  • Critical case studies Researchers use this method to explore exceptional instances that are particularly interesting or thought-provoking. Critical approach helps to analyze why a specific situation occurred and what could have been done differently.
  • Introduction This section is a place to present a case. Provide a brief overview of your instance, introduce your key research objectives and prepare the readers for further analysis.
  • Problem identification By laying out a problem, you will be able to show the scope and significance of your topic. Identify the main issue that will be examined and build a clear statement of the problem.
  • Background A properly established context sets the stage for research and lays a foundation for case evaluation. Offer relevant background information on the instance. This can be a historical, geographical or cultural context.
  • Methodology Describe your  methodology in research  – approach, data collection methods and analysis techniques used in your investigation.
  • Solution  Now is the time to determine potential solutions to address the problem, and evaluate the pros and cons of each resolution. Make sure solutions are realistic.
  • Results  Once a case study is conducted, you should share your key findings. Mention any data or evidence that was collected and analyzed.
  • Discussion This part of a case study is a perfect opportunity for analysis. Discuss the implications of your outcomes and draw conclusions
  • Conclusion Summarize your main points, restate a problem and solutions, and offer final recommendations or next steps.
  • Brief subject introduction
  • Research purpose and objectives
  • Necessary context
  • Problem/issue
  • Problem significance
  • Subject/idea history
  • Setting or environment description
  • Key challenges, opportunities, or turning points
  • Research methods used to gather information
  • Data analysis methods
  • Possible strategies
  • Assessment of solutions
  • Recommended solvents
  • Major discoveries from the data analysis
  • Implications
  • Limitations/challenges
  • Summary of key points
  • Restatement of the problem and solution
  • Final suggestions or next steps
  • Grammar mistakes Proofread your writing for typos and grammar errors. Feel free to use our  Grammar Checker  to make sure you got everything right.
  • Clarity Check whether your work is readable and concise. Avoid long sentences and complex structures.
  • Sources accuracy Make sure to check all sources for accuracy. It is also important to ensure that all reported data is up-to-date.
  • Citations Ascertain whether all sources are properly cited and the same style is used consistently throughout your paper.
  • Planning your work ahead Planning your work ahead Make sure to create an outline before you start writing and stick to it throughout the entire process.
  • Arranging your data logically Break down complex information into chunks and use visual elements (tables, graphs, diagrams) to present it.
  • Structuring your writing Use headings and subheadings to organize your content and make key points easy to access.
  • Keeping your text simple Write your case study in an easy-to-read language and refrain from complex sentence structures.
  • Remaining impartial Be objective in your analysis and avoid personal biases.
  • Focusing too much on the background Provide enough space for analysis of your problem and solution.
  • Stuffing with direct quotes Quotes can be used as evidence in your paper. But relying on them too much will make it sound overly repetitive.
  • Not referring to all sources Always cite your sources correctly and use only reliable data in your paper.
  • Being vague Avoid general statements and be more specific while discussing your results and solutions.
  • Failing to mention possible gaps Always consider ethical considerations or limitations.
  • In-depth analysis Researchers can gather a lot of information on a specific topic or issue.
  • Insights into elaborate issues Allows researchers to examine complex issues in a controlled manner.
  • Real-life situations You are able to test theories or hypotheses in real-world settings.
  • Comprehensive approach Researchers can collect both quantitative and qualitative data.
  • Unique revelations This method can enlight on previously unexplored or understudied areas.
  • Limited generalizability Due to the small sample size and unique nature of each case, it can be difficult to generalize findings to a larger population.
  • Observer bias Researchers may bring their own biases and perspectives, which can influence their results and interpretations.
  • Time-consuming and expensive This approach requires significant time and resources to conduct, making it less feasible for some research questions.
  • Lack of control In contrast to experimental research, case studies lack control over extraneous variables. This can make it difficult to establish cause-and-effect relationships.
  • Subjectivity Collected data is often subjective and open to interpretation, which can introduce potential errors.
  • checkbox I thoroughly researched my topic and gathered relevant information.
  • checkbox A problem/issue is clearly defined. 
  • checkbox My case study structure is well-organized. 
  • checkbox I used appropriate research methods to gather data.
  • checkbox My findings are well-supported by analysis and evidence. 
  • checkbox I discussed possible limitations and ethical considerations. 
  • checkbox The work offers recommendations for further research.
  • checkbox My paper adheres to formatting guidelines required by my instructor.

Interviews

Surveys

Observations

Statistical analysis

Document analysis

✓ Analyze successful marketing campaigns✓ Evaluate customer satisfaction✓ Assess brand loyalty

 

✓ Understand complex legal issues✓ Prepare for trials✓ Make decisions based on previous court cases

✓ Examine individual behavior✓ Develop treatment plans✓ Test hypotheses

✓ Understand social structures✓ Analyze group dynamics✓ Explore societal issues

✓ Evaluate patient care✓ Diagnose rare conditions✓ Offer treatment

A researcher is interested in studying the effects of a newly implemented teaching method on student performance. To find out, they observe a class of 30 students over one semester. The researcher compares the test scores from before and after the method was used, documenting its effectiveness.  The study results showed that academic performance had improved by 11.5% since the new teaching method was implemented. The researcher concluded that this approach works well and can be generalized to a broader population.
Post-traumatic stress disorder (PTSD) is a debilitating condition that can arise in individuals who have experienced a traumatic event. In this case study, we examine the experiences of a patient who was diagnosed with PTSD following a car accident. Our analysis focuses on the patient's symptoms, including intrusive thoughts, hyperarousal, and avoidance behaviors. We also explore the treatments employed to manage these symptoms. By analyzing this case, we aim to provide insights into the challenges of treating PTSD and offer recommendations for improving therapeutic interventions for individuals suffering from this condition.
John is a 28-year-old man who was involved in a serious car accident three months ago. Since then, he has been experiencing PTSD symptoms, including recurring nightmares, flashbacks, and feelings of anxiety. These symptoms have affected his work performance and relationships with family and friends. Despite seeking help from his primary care physician and attending therapy sessions, John has not experienced significant improvement. The challenge is to identify effective treatments that can help John manage his PTSD and improve his quality of life.
In this research, both quantitative and qualitative data were utilized. 10 semi-structured interviews were conducted with participants who had experienced PTSD symptoms following a traumatic event. Additionally, data was collected from a survey of 253 individuals who had not been diagnosed with PTSD. We inquired about their experiences with trauma and the types of coping strategies they used to manage stress. Medical records from John's primary care physician were analyzed to track his progress over time. The combination of quantitative and qualitative data allowed for a comprehensive understanding of John's unique experiences with PTSD.
One potential solution for addressing John's PTSD symptoms is cognitive-behavioral therapy (CBT). According to a study by Bisson and colleagues (2013), CBT has been found to be effective in reducing symptoms of PTSD in individuals who have experienced traumatic events. The therapist can work with John to identify and challenge negative thought patterns related to his traumatic experience and teach him coping skills to manage his anxiety and stress.
Our analysis showed that participants who received cognitive-behavioral therapy (CBT) reported a significant decrease in symptoms of post-traumatic stress disorder (PTSD), as compared to those who received no therapy. Specifically, the group who received CBT experienced a 35% reduction in symptoms. Meanwhile, the control group experienced no significant change. These findings suggest that CBT may be an effective treatment option for individuals with PTSD.
Our research highlighted the significant impact of PTSD on individuals who have experienced a traumatic event. The results suggested that cognitive-behavioral therapy and reprocessing therapy are effective treatments for PTSD. However, more research is needed to determine the long-term effects of these treatments. Additionally, the stigma surrounding mental health and seeking treatment remains a significant barrier to access to care. It is crucial for healthcare professionals and policymakers to address this issue and increase access to mental health services.

Essay Structure Basics

Frequently Asked Questions

1. what is a case study in research.

A case study is a research method that involves an in-depth analysis of a particular subject. This approach most often focuses on a single event, person or group. It provides insight into the context of a problem and can be used to explore solutions to intricate issues.

2. What is the difference between a case study and a research paper?

The main difference between a case study and a research paper is in their scope. A case study explores a limited number of subjects, while research papers investigate multiple variables and/or draw conclusions from larger data sets. While both works contain evidence-based information, the focus and approach taken are quite different. Research papers are more general in nature, while case studies focus on narrow problems.

3. How long should a case study be?

The length of a case study varies depending on the type of assignment. Case studies intended for scholarly articles range from 3,000 to 4,0000 words or more. Meanwhile, if it’s a separate chapter in your MA or PhD dissertation, you will need to keep it between 8,000-15,000 words. Follow specific guidelines provided by your professor or institution. 

4. Why is a case study important?

Case studies are an important research tool, as they provide detailed information on a particular issue. By exploring a single instance from multiple angles, researchers can uncover solutions to complicated problems that may not be immediately apparent. Using this method, scientists also test hypotheses and generate new theories.

5. What makes a good case study?

A good case study should be organized, well-researched, and contain evidence. Some characteristics of a case study include:

  • Precise subject overview
  • Thorough analysis that goes beyond surface-level information
  • Examination of a single scenario from various perspectives
  • Fact-based arguments
  • Validated findings.

6. How to start a case study?

To start a case study, begin by carefully reading requirements and identifying the main problem to be addressed. Don't jump to conclusions or make assumptions – take it one step at a time. Once you have a clear understanding of your goal, gather relevant data. This includes doing research, interviewing people, and analyzing relevant documents.

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How to Write a Case Study | Examples & Methods

how to start an case study essay

What is a case study?

A case study is a research approach that provides an in-depth examination of a particular phenomenon, event, organization, or individual. It involves analyzing and interpreting data to provide a comprehensive understanding of the subject under investigation. 

Case studies can be used in various disciplines, including business, social sciences, medicine ( clinical case report ), engineering, and education. The aim of a case study is to provide an in-depth exploration of a specific subject, often with the goal of generating new insights into the phenomena being studied.

When to write a case study

Case studies are often written to present the findings of an empirical investigation or to illustrate a particular point or theory. They are useful when researchers want to gain an in-depth understanding of a specific phenomenon or when they are interested in exploring new areas of inquiry. 

Case studies are also useful when the subject of the research is rare or when the research question is complex and requires an in-depth examination. A case study can be a good fit for a thesis or dissertation as well.

Case study examples

Below are some examples of case studies with their research questions:

How do small and medium-sized enterprises (SMEs) in developing countries manage risks?Risk management practices in SMEs in Ghana
What factors contribute to successful organizational change?A case study of a successful organizational change at Company X
How do teachers use technology to enhance student learning in the classroom?The impact of technology integration on student learning in a primary school in the United States
How do companies adapt to changing consumer preferences?Coca-Cola’s strategy to address the declining demand for sugary drinks
What are the effects of the COVID-19 pandemic on the hospitality industry?The impact of COVID-19 on the hotel industry in Europe
How do organizations use social media for branding and marketing?The role of Instagram in fashion brand promotion
How do businesses address ethical issues in their operations?A case study of Nike’s supply chain labor practices

These examples demonstrate the diversity of research questions and case studies that can be explored. From studying small businesses in Ghana to the ethical issues in supply chains, case studies can be used to explore a wide range of phenomena.

Outlying cases vs. representative cases

An outlying case stud y refers to a case that is unusual or deviates significantly from the norm. An example of an outlying case study could be a small, family-run bed and breakfast that was able to survive and even thrive during the COVID-19 pandemic, while other larger hotels struggled to stay afloat.

On the other hand, a representative case study refers to a case that is typical of the phenomenon being studied. An example of a representative case study could be a hotel chain that operates in multiple locations that faced significant challenges during the COVID-19 pandemic, such as reduced demand for hotel rooms, increased safety and health protocols, and supply chain disruptions. The hotel chain case could be representative of the broader hospitality industry during the pandemic, and thus provides an insight into the typical challenges that businesses in the industry faced.

Steps for Writing a Case Study

As with any academic paper, writing a case study requires careful preparation and research before a single word of the document is ever written. Follow these basic steps to ensure that you don’t miss any crucial details when composing your case study.

Step 1: Select a case to analyze

After you have developed your statement of the problem and research question , the first step in writing a case study is to select a case that is representative of the phenomenon being investigated or that provides an outlier. For example, if a researcher wants to explore the impact of COVID-19 on the hospitality industry, they could select a representative case, such as a hotel chain that operates in multiple locations, or an outlying case, such as a small bed and breakfast that was able to pivot their business model to survive during the pandemic. Selecting the appropriate case is critical in ensuring the research question is adequately explored.

Step 2: Create a theoretical framework

Theoretical frameworks are used to guide the analysis and interpretation of data in a case study. The framework should provide a clear explanation of the key concepts, variables, and relationships that are relevant to the research question. The theoretical framework can be drawn from existing literature, or the researcher can develop their own framework based on the data collected. The theoretical framework should be developed early in the research process to guide the data collection and analysis.

To give your case analysis a strong theoretical grounding, be sure to include a literature review of references and sources relating to your topic and develop a clear theoretical framework. Your case study does not simply stand on its own but interacts with other studies related to your topic. Your case study can do one of the following: 

  • Demonstrate a theory by showing how it explains the case being investigated
  • Broaden a theory by identifying additional concepts and ideas that can be incorporated to strengthen it
  • Confront a theory via an outlier case that does not conform to established conclusions or assumptions

Step 3: Collect data for your case study

Data collection can involve a variety of research methods , including interviews, surveys, observations, and document analyses, and it can include both primary and secondary sources . It is essential to ensure that the data collected is relevant to the research question and that it is collected in a systematic and ethical manner. Data collection methods should be chosen based on the research question and the availability of data. It is essential to plan data collection carefully to ensure that the data collected is of high quality

Step 4: Describe the case and analyze the details

The final step is to describe the case in detail and analyze the data collected. This involves identifying patterns and themes that emerge from the data and drawing conclusions that are relevant to the research question. It is essential to ensure that the analysis is supported by the data and that any limitations or alternative explanations are acknowledged.

The manner in which you report your findings depends on the type of research you are doing. Some case studies are structured like a standard academic paper, with separate sections or chapters for the methods section , results section , and discussion section , while others are structured more like a standalone literature review.

Regardless of the topic you choose to pursue, writing a case study requires a systematic and rigorous approach to data collection and analysis. By following the steps outlined above and using examples from existing literature, researchers can create a comprehensive and insightful case study that contributes to the understanding of a particular phenomenon.

Preparing Your Case Study for Publication

After completing the draft of your case study, be sure to revise and edit your work for any mistakes, including grammatical errors , punctuation errors , spelling mistakes, and awkward sentence structure . Ensure that your case study is well-structured and that your arguments are well-supported with language that follows the conventions of academic writing .  To ensure your work is polished for style and free of errors, get English editing services from Wordvice, including our paper editing services and manuscript editing services . Let our academic subject experts enhance the style and flow of your academic work so you can submit your case study with confidence.

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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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See an example

how to start an case study essay

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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How to Write a Case Study

How to Write a Case Study

how to start an case study essay

A case study is an in-depth analysis of a specific situation, person, event, phenomenon, time,  place, or company. They look at various elements of the situation including history, trends,  specific outcomes, cause and effect, etc. 

A case study can either be part of a larger research assignment as one of the methodologies used or be a standalone assignment. You can include several case studies in the same paper or focus on just one case. Multiple case studies are useful when comparing different elements of a research question and trying to find similarities or analyzing the reasons where outcomes are different. 

Since the goal of a case study is to get an in-depth understanding of a specific situation, it is perfect for unique cases which may not have a lot of experimental or theoretical data. But this also makes it a very subjective method of analysis, one that cannot be generalized to fit larger groups of data. Case studies are often used in the initial stages of studying a new situation and can help come up with research questions and hypotheses for future studies. 

Don't worry if that all sounds complicated,  by the end of this article you will know not only how to write a case study assignment in college, but how to write a good case study for a scientific publication!

What is a Case Study?

A case study is one of the best ways of analyzing a unique phenomenon. It's particularly useful when the research question cannot be studied in a lab or through quantitative methods. Case studies are used in the social sciences, business, medicine, social work, and government reports. It is tough to have a case study definition because there are five main types of case studies. 

Explanatory 

An explanatory case study explores the cause of a specific event or tries to explain why something happens. These are most often used to analyze events rather than people or groups. 

Exploratory

An exploratory case study is most often used to develop in-depth research questions. They are often precursors to large-scale research about a new topic. The goal of this kind of case study is to find new pieces of information that will help develop hypotheses to be tested in the future. 

Multiple, Collective, or Cumulative

This kind of case study collects information from pre-existing case studies to develop a general theory. This saves time and money, as well as allows researchers to go over pre-existing data to either make generalizations or find differences in previous outcomes. 

An intrinsic case study is a case study where the subject of the study is of particular interest and is the subject of analysis rather than a general theory. This kind of study is useful when looking at a very specific case. 

Instrumental

Instrumental case studies are used to uncover the relationship between two things, or when the focus is not on the subjects, but on the underlying phenomena. 

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Steps for Writing a Case Study

If you're tasked with writing a case study paper, it's important to begin by developing a strong research question and topic. This can be a daunting task, but there are resources available to help. Consider reaching out to custom writing services or admission essay writer for assistance in developing your research question and selecting a topic.

Once you have your topic and research question, it's time to begin the process of writing your case study paper. This can be a time-consuming and challenging process, but you don't have to go it alone. If you're feeling overwhelmed, consider hiring a coursework writing service or a " write my paper for me " service to help you complete your assignment.

When writing your case study paper, it's important to follow the proper format and structure. Your paper should include an introduction, background information, a description of the case, analysis of the case, and a conclusion. If you're unsure about how to structure your paper, don't hesitate to reach out for help from a do my essay for me service or a professional writer.

By working with custom writing services or professional writers, you can ensure that your case study paper is well-written, properly formatted, and meets all of your professor's requirements. Don't let the stress of writing a case study paper get in the way of your academic success - get the help you need today and watch your grades soar!

Step 1. Choosing a specific case

Once you have your research questions you are ready to think about what specific case answers those questions best. First, think about the different types of case studies and figure out which one is most applicable in your situation. Next, think about the kinds of questions that you want to find answers to, or the kinds of questions you want to uncover. Ask yourself

  • Is the case you are interested in unique with the potential to uncover new kinds of information?
  • Does the case you are interested in allow exploring a pre-existing idea or theory more in-depth?
  • Does the case you are interested in have a conclusion or insight that is opposite or different from pre-existing ideas about the subject?
  • Does the case you are interested in have the potential to solve a problem?
  • Is the point of your case to come up with new hypotheses for future research?

As long as you think about these questions, you should be able to come up with a case that will both answer your research questions as well as provide relevant information.

Step 2. The literature review

Before jumping into collecting your data and running your experiments or interviews you should familiarize yourself with the pre-existing theoretical framework. Not only will this help you devise your data accumulation methodology, but it will also give you information to help describe and analyze your case. Some case studies may not have an extensive amount of pre-existing theories to go over, but doing a literature review is always going to be beneficial. 

Go over your lecture notes and textbook to see which theories are relevant to your case. Ask your friends, professors, and experts in the field for advice on what to research. Once you have a general idea of what topics to look into, use library resources and the internet to familiarize yourself with theories that may apply to your case and previous case study examples that are similar to yours. Looking into a similar example of a case study will make sure that you don't repeat research that has already happened, help you understand how to do a case study, give you guidance about how you should collect your data, and give you a case study template. 

Step 3. Collecting data

Data collection methodologies for a case study are usually qualitative rather than quantitative.  You can employ methods such as interviews and focus groups to collect specific or new types of data, or you can look at primary and secondary sources like journals, newspapers, online publications, etc. to collect information. 

Data collection for case studies can seem difficult because there is no specific goal that you are trying to reach. The goal is to collect as much relevant information as possible and develop your conclusions based on the data. Try to organize your data either thematically, chronologically, or in whatever way that makes the most sense to you. This will help when analyzing and describing while writing a case study in the next step.

Step 4. Writing the paper 

It's finally time to learn how to write a case study essay! Writing a case study is a complicated process because it does not follow the standard five-paragraph model of essay writing. The next section dives deep into actually writing a case study.

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How to Format a Case Study

A case study can be structured in a few different ways depending on the type of case study and the subject being analyzed. You can go over some examples of case studies, but in general, there are five sections in a case study outline; introduction, literature review, method, discussion, and conclusion. Let's go over each section in a case study format in depth. 

Introduction 

The first few sentences of the case study should present the question you are answering or the case you are exploring interestingly so that you grab the reader's interest. Give some background information about the topic you are looking into and some details about the case you are going to present highlighting how the two are related. Make sure you mention why the research question is important and why the case you have chosen enhances information about that topic. Write a brief summary of your literature review, highlighting important theories or previous case studies that you plan to build upon. Finally, end your introduction with the potential ways that your case study can be used in the future. 

Literature Review

Your first body paragraph should go over the literature review. The goal of this section is to present information to the reader that allows them to understand the current state of research in a given topic as well as help them understand why your case study is important. 

If there is a lot of research about your topic, summarize the main findings of that research and explain why the case you’re exploring expands information about the topic. Present case studies examples that answer similar research questions using a different research methodology and explain why your methodology is beneficial. Talk about the main theories that are related to your topic giving brief descriptions of each one as well as talking about why these theories are important to your case study. 

By the end of your literature review section, the reader should have theoretical knowledge of your topic and be familiar with what kind of research has already happened. Most importantly, they should know how your case study fills a knowledge gap, enhances knowledge by analyzing a problem differently, or shows new directions for further research. 

This is the section where you present your case. Start by explaining why you chose your particular case and how it relates to the larger research question. Then explain why you chose the specific research method you did.  

Give all the important background details of your case. If your case is about a specific person, spend some time going over the person’s history and the specific incident or situation you are looking into. If your case is about an event or situation, give background information about the company, time, pre-existing theoretical frameworks, or literature. 

If you have run a focus group or conducted interviews, give the details of how you chose your participants, why you chose specific questions, and then the answers and data that you gathered.

Essentially the goal of this section is to present the new information that you have discovered. 

The discussion section combines your findings with the case study analysis. This is where you draw conclusions based on your research and connect them to your research question. Start this paragraph by restating your research questions and thesis. Briefly go over why you chose your case and how it relates to the topic, then present your findings. 

State your main finding and explain why it is important. If it is surprising, connect it to existing literature and explain why it is surprising. If it enhances the understanding of a specific topic, explain how it differs from the results of previous case studies. Do this for any other important results from your case study. Remember to explain why each one is important and how the results can be generalized beyond just your specific case study. 

Compare your case study to previous case studies done on similar topics. If the findings of your case study are different from the findings of previous similar case studies, explain why this is so. For example, this could be because of different research methodologies, different target audiences, generational changes, or you could have uncovered a new way of thinking about a problem. By comparing your case study to pre-existing case studies you can show either how you have answered a question raised previously, or how your case study findings can prompt future research. 

Towards the end of your discussion section, you should consider alternative explanations for your case study findings. Because case studies often look into not well-understood areas of research or are about very specific cases, the findings can be interpreted subjectively. Go over other possible interpretations of your findings to show that you have deeply considered your results. 

In most academic papers, the limitations of your study and avenues for possible research are included in the conclusion, but for a case study, they are important sections of the main discussion. While acknowledging the limitations of your study, you get a chance to explain why those limitations may not apply to your case. Use this as an opportunity to explain why certain questions could not be answered by your case study. This is also why suggesting avenues for further research make sense here. Make suggestions for research based on the limitations of your study or surprising results in your findings. 

The main goal of your conclusion is to explain why your case study and its findings are important. Repeat your research question and thesis and state your main findings clearly. Give a brief overview of the most important pre-existing case studies or theories related to your case and explain how your findings have expanded on that information. Finally, explain how your case studies and findings can contribute to further research. 

Whether it’s how to write a student case study, how to write a business case study, how to write a case study analysis, you now know how to make a case study! Writing a good case study can be challenging because it requires both a literature review as well as original research. Case studies are often used in the business world for marketing, in the social sciences for psychology, sociology, and anthropology, as well as in medicine. So, learning to write a case study is important! If you need help with writing a case study, the experts at Studyfy are always eager to lend a hand. 

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How to Write a Case Study: Guide for Freshmen

If you study in college, it’s unlikely that you’ve never heard about a case study. Researchers widely use case study format for their research no matter what their field of study is: marketing, medicine, business, media, law, communications, economy, or sociology. Sooner or later, every student must face the problem of providing a case study. We are eager to help our hard-working and inquisitive readers to learn more on how to write a case study.

Although the written part of such an assignment is called a case study report, students generally use the term “case study,” implying the report. In our article, we’ll talk mostly about the case study itself. However, we’ll also provide you with information on how to write a case study report in a separate section.

First of all, let’s define a case study in order to avoid any confusion in the future.

What is a case study?

case study definition

A case study is a well-researched relevant example that serves as an illustration for a particular problem, issue, argument, or concern. It can also be defined as a method for a deeper understanding of a problem, organization, activity, or event. You shouldn’t mistake it for the case method that is used as a teaching strategy.

In short, the case is the subject of your research. As a rule, you study a particular contemporary phenomenon: person, group of people, organization, place, activity, process, or problem. Depending on the chosen case, your study can be categorized as:

  • A single instrumental case study: firstly, you choose a certain problem/concern, and then you focus on one case that illustrates this issue.
  • A multiple case study: you also choose a certain issue, but focus on more than one bounded case.
  • An intrinsic case study: you don’t concentrate on any problem, as you choose one unique case and analyze it without connecting to a particular concern.

Although case study format may vary, all works of this type have a range of common peculiarities. So, what are the main characteristics of the great case study sample?

What makes a great case study?

1. Full picture

Every case study should be based on multiple sources of data in order to provide an exhaustive presentation of the subject.

2. Systematic investigation

All data on the subject should be well-structured in order to create reliable materials for further studies.

3. Natural setting

Case studies are NOT EXPERIMENTS! You don’t examine a phenomenon under laboratory conditions. The contextual aspect allows the studying of events and processes in real circumstances, taking into account a range of various external factors.

4. Narrow research question

When you provide a case study, you are looking for a particular solution or to collect certain data. You don’t have to answer general questions or produce theories. You get in-depth insight into the phenomenon that is tightly connected with your research question.

5. Qualitative and quantitative approaches

Case studies use both quantitative and qualitative approaches, though they are mostly focused on the latter. Consequently, the most frequently used methods of data collection are: research interviews, surveys and questionnaires, document analysis, historical research, etc.

6. Bounded system

A phenomenon should be bounded to be a case. Before beginning your study, you should firstly define the case boundaries – place or time period.

how to write a case study

Common types of case studies due to aim

All case studies have common characteristics like continuity, a deep and thorough analysis, qualitative and quantitative research methods, etc. At the same time, every case study has different goals, and that defines its types.

Usually, a case study can:

  • define the questions for a further study;
  • provide a contextual description of the event, person, company, etc.;
  • analyze a cause-and-effect relationship.

The main goal determines the character of your case study. All case studies can be typified as:

  • Exploratory – defines the questions for a further study/for future research.

This type is the most common, as the frequent goal of a case study is to explore a new area or phenomenon and collect data for further studies. The exploratory approach is an open technique that is focused on observation and collecting various information. This technique is often appropriate for a case study, as it allows students to learn more about absolutely unknown subjects without any preparations or background information.

  • Descriptive – provides a contextual description of the event, person, company, etc.

The second way to provide a case study is to compose an in-depth, detailed, and nuanced description of the situation. You should specify the contextual details to define the case study boundaries.

  • Explanatory – analyzes a cause-and-effect relationship (outcomes generated from certain circumstances).

The last type may seem difficult as it requires deep analysis, objective evaluation, discovering connections, and, sometimes, making a forecast. You have to find out what causes entail which consequences.

6 important steps in writing a case study

Case study writing can be a challenge for students. However, everything becomes easier when you have a good step-by-step plan. Below, you’ll find a detailed instruction that will help you to fight a case study problem. Follow our lead and produce an excellent case study sample!

how to write a case study step by step

1. Choose a case or an issue.

Depending on the type of your case study (single instrumental, multiple, or intrinsic), you should pick a case, a few cases, or a problem that you’ll research. If you have specified instructions, make sure that your case study is appropriate for your research question.

Example of a case for a single instrumental case study:

Netflix in India: Governmental Policy and Its Implications for Multinational Corporations.

Example of cases for a multiple case study:

Netflix in India and Google in China: Governmental Policy and Its Implications for Multinational Corporations.

Example of an issue for an intrinsic case study:

The Development Issues of Multinational Corporations on Foreign Markets.

2. Determine the type of the case study.

Exploratory, descriptive, and explanatory case studies require different strategies and methods. Before beginning your work, determine what type of case study you want to produce.

3. Design a study.

Develop a framework or a case study template to make sure that your work is well-considered. Take your time to think over all details to avoid confusions in the future.

4. Collect and analyze data.

The process of gathering data is the same for any type of case study. You observe, ask questions, interview employees and specialist, read numerous documents, etc. On the other hand, a data analysis can be provided in different ways.

For a single instrumental case study, you categorize data into particular themes; this method is called “analysis of themes.”

For a multiple case study, data analysis includes two steps: firstly, you look for common themes in each case and examine them separately (within-case analysis), and then you look for connections between common themes in different cases (cross-case analysis).

5. Conclude your work.

Think about lessons you’ve learned, the meaning of the data you’ve gathered and analyzed, and the possibility of further studies. Remember that your case study can become a basis for someone else’s work, so be responsible and accurate!

6. Provide a case study report.

The written part of your case study is utterly important, as it represents the results of your work and can be shared with other researchers. Your case study report should be written in concise academic language according to the formatting style specified by your instructor. Below, you’ll find a more detailed plan on how to write a case study report.

We hope that you’ll quickly and easily make all these steps to write a case study, and get an impressive result. Now, let’s take a closer look at a case study report.

How to write a case study report

When you’ve collected and classified all necessary data on your subject, it’s the right time to start writing your case study report. This is the final stage of your case study, and demonstrates the results of your work. You should be very accurate while composing your report because it may serve as a basis for further studies of other researches.

case study outline

Every report consists of seven major elements:

1. Cover page

A cover page or title page includes general information on the author and work: student’s name, case study title, and date of submission.

A summary is a brief review of your case study where you mention the subject, methods, and important findings. As a rule, the summary is written last.

3. Introduction

The introduction of the case study provides readers with background information on your case and describes the current situation.

4. Main body

The main body is the heart of your case study. Issues, goals, problems, findings, data analysis, recommendations, and predictions – you include all these parts in the main body.

5. Conclusion

A concise conclusion should emphasize the meaning of your findings and restate the key points of your case study. At the same time, it should not be simply a summary of your main body.

6. Works cited page

Every research should be based on reliable sources, and every source should be properly cited. While working on your case study, don’t forget to record all of your sources. Otherwise, you can be accused of plagiarism.

7. Appendices

This part includes all additional materials that are connected with your case study sample: charts, images, tables, statistics, etc. You should refer to them in the text of your writing.

Don’t forget that your case study report is the only material representation of your work! Stick to the formatting style, follow instructions, and proofread your writing properly!

Case study examples at EssayShark.com

The quickest way to process new information is to find a proper example. The same applies to case study writing. This type of assignment can be rather challenging especially for freshmen, so don’t neglect the opportunity to read some examples before writing your own.

We don’t guarantee that it will be easy to find the best case study templates on the internet. Anyway, we offer you to check out some of our samples placed on the blog. At the first place, let’s take a closer look at three case study templates that can be categorized by their aim:

  • The exploratory case study sample observes employee motivation and retention strategies at Microsoft.
  • The descriptive case study sample provides a detailed and nuanced report on Zara’s current market situation.
  • The explanatory case study sample analyzes whether Intel should penetrate the smart phone market and tablet market or not.
  • Students who are looking for a short business case study report should check out our case study sample about Barilla S.p.A. , which is one of the largest manufacturers of Italian spaghetti in the world.
  • An advertising case study sample will be a great example of the single-instrumental case study.

Case study research is an academic assignment of the high difficulty. We are sure that our guide on how to write a case study has helped you to figure out all significant details about this research method. Don’t forget to check out our well-written case study samples placed on the blog!

As you can see, a case study is no joke. This work requires profound research, deep analysis, and proficient writing skills! Luckily to you, our writers at EssayShark.com are experienced enough to deal with any kind of academic assignment.

You can write a case study from scratch and spend a few sleepless nights to do your homework. Still, there is no guarantee that your instructor will appreciate your efforts.

We offer you a simple solution: get a case study in a few steps at our writing service! You don’t have to solve your academic problems alone: EssayShark.com is available 24/7! Our service is a perfect place to enlist the support of well-educated writers at an affordable price. Place your order, and we’ll start working in the blink of an eye!

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How to write a case study response

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Before you start writing, you need to carefully read the case study and make a note of the main issues and problems involved as well as the main stakeholders (persons or groups of persons who have an interest in the case).

Case study elements

A case study response would include the following elements:

Introduction

Introduce the main purpose of the case study and briefly outline the overall problem to be solved.

Description

Write a brief description of the case under discussion giving an outline of the main issues involved. Always assume that your reader knows nothing of the assignment task and provide enough information to give a context for your discussion of the issues.

Discuss the issues raised one by one, using information gained from your research of the academic literature.

Your discussion may include:

  • an outline of the issue and its implications for or relationship to different stakeholders
  • how that issue links to theories or research in the academic literature
  • suggested solutions or ideas
  • evaluation of the solutions or ideas for this particular case.

Conclusion / Recommendations

Finally, sum up the conclusions that you have come to and give recommendations to resolve the case. Give reasons for your recommendations.

  • Carefully read the case and noted the main issues and stakeholders in the case?
  • Written a brief description of the case to give your readers a context for the main issues?
  • Discussed each issue with reference to the academic literature?
  • Evaluated the solutions or ideas for each issue to find the ones most suitable?
  • Made final recommendations of how to resolve the case?
  • Used a well structured introduction, body and conclusion?
  • Cited and referenced all of the work by other people?
  • Used correct grammar, spelling and punctuation, clear presentation and appropriate reference style?

Further information

  • Monash University: Writing a case study
  • University of New South Wales: Writing a Case Study Report in Engineering

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What Is a Case Study?

Weighing the pros and cons of this method of research

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

how to start an case study essay

Cara Lustik is a fact-checker and copywriter.

how to start an case study essay

Verywell / Colleen Tighe

  • Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

  • Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
  • Gives researchers the chance to collect information on why one strategy might be chosen over another
  • Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

  • It cannot necessarily be generalized to the larger population
  • Cannot demonstrate cause and effect
  • It may not be scientifically rigorous
  • It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

  • Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
  • Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
  • Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

  • Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
  • Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
  • Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
  • Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
  • Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
  • Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

  • Archival records : Census records, survey records, and name lists are examples of archival records.
  • Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
  • Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
  • Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
  • Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
  • Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

  • Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
  • Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
  • Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
  • Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

  • Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
  • Read examples of case studies to gain an idea about the style and format.
  • Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Other assessments: Case studies

  • Scientific writing style
  • Case studies
  • Journal critique
  • Research proposals
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On this page:

“For knowledge you will use in the real world - in business, for example, or in engineering or medicine - the "what" [to think] isn't sufficient. You must know how to apply the knowledge to the real world.” William Ellet, The Case Study Handbook

Case study assignments are common in some disciplines. Their main purpose is to show that you can relate theory to real-life situations. You also need to be able to recommend practical solutions to real-life problems.

This page is dedicated to writing case studies for undergraduate assignments, it does not tackle case studies as a research method/approach.

What is a case study?

A case study is an assignment where you analyse a specific case (organisation, group, person, event, issue) and explain how the elements and complexities of that case relate to theory . You will sometimes have to come up with solutions to problems or recommendations for future action.

You may be asked to write a case study as an essay, as part of a longer assignment or as a report.

Examples of cases

icon of building

An organisation.  For example a company, a business, a school, a sports club, a health body.

icon of group

A group. For example a class of pupils, an individual team within an organisation, a project group, a sports club.

icon of one person

An individual.  For example a patient, a client, a specific student/pupil, a manager/leader.

icon of calendar

An event.  For example a sporting occasion, a cultural event, a news story, an historical event.

icon of exclamation mark in triangle

An issue.  For example a dilemma, problem, critical event, change of practice.

Analysing a case

What are you being asked to do.

It is important be sure about the purpose of analysing the case before you begin. Refer back to your assignment brief and make sure you are clear about this. It could be:

  • To answer a specific question using examples from the case to support your argument
  • To explore what happened and why (no recommendations needed)
  • To make recommendations or identify solutions
  • To write a plan that takes the issues into consideration

Examining the case

In order to be thoroughly familiar with the case you are going to need to read through* the case several times during the analysis process. Start by simply reading it without asking too many questions in your mind. Get a feel for it as a whole. After that, you will need to read through it several times to identify the following:

  • What are the facts? List information you are sure about.
  • What happened/is happening? List definite actions that occurred/are occurring.
  • Who was/is involved? List people by job role and what their involvement was/is.

You will now need to read additional material to help you analyse. In business, for example, you will perhaps want to read the financial statements for the company you are investigating; in nursing, the background of the treatment for the disorder from which “your” patient is suffering.

* Sometimes cases are presented to you as videos to watch. In which case you are going to have to watch it many times!

Theoretical approaches

You may have to ask yourself which theoretical approaches that you have covered in your course are relevant to the particular case you have before you. In some instances this may be obvious but in others it may be less so. A theoretical approach is useful as it can give you  specific questions to answer ; specific things to look for. For example, in business, this may take the form of a SWOT analysis - Strengths, Weaknesses, Opportunities, Threats) or you may look at the Porter's Five Forces model. There are similar models in other disciplines which you may have been introduced to already - or the brief may tell you which to use.

No obvious theoretical approach?

If you have not been provided with a theoretical approach don't worry. You can still ask questions. For example: 

icon of full picture

What is this case study about in general? What is the big picture - the main issue that this case study is an example of?

icons of jigsaw pieces

What specific issues are associated with it? What makes this case interesting?

icon of thought

What do I already know about these issues?

icon of link

How do they link with the theories we have studied? (See below.)

icon showing alternative paths

What alternative approaches to dealing with the issues would be appropriate?

icon showing drop and ripplies

If an alternative approach were used, what impact might it have?

Linking to theory

The most crucial element about a case study is your ability to link the real world example to theory. This gives you more insight into both because

  • The real life example will mean you can see how theory works in practice .
  • Theory can help you see why things happened as they did and help you come up with alternative approaches and find solutions/make recommendations.

Real life is complex and messy. Do not expect it to nicely fit into theories which are by their very nature best guesses (albeit well researched) and generalisations. However, you will have been given the case specifically because it does relate to some theories you have learned or need to be aware of.

So you need to:

  • Look back through your lecture notes and reading lists to see if anything seems to fit with the case.
  • Search for research that relates to the issues you identified during your analysis. Note these will not necessarily be labelled as 'theories'. Claims made in research papers can all be described as theories. 

Now consider some or all of the questions below:

  • Do the facts and issues raised in the case support any theories?
  • Do the fact and issues raised in the case invalidate or undermine any theories?
  • Can any of the theories explain why issues arose?
  • Can any of the theories back up the actions taken?
  • Can any of the theories suggest alternative courses of action?
  • Do you think any of these alternatives would work best in your case? Why?

Armed with the answers to many of these questions, you are ready to start writing up your case study.

Writing up your case study

The most common ways to write up a case study are as essays or reports . The main differences between the two will be how you structure your work.

Structuring a case study essay

Case study essays usually have to answer a specific question using examples from your case study. They are written in continuous prose (a series of paragraphs with no subheadings). They should be structured much like any other essay with an introduction, main body and conclusion. 

Introduction

This needs to have three things:

  • An introduction to your case (you don't need to rewrite it, just summarise it giving the important parts for your essay).
  • A position statement (your answer to the overall question).
  • An indication of how the rest of the essay is structured.

These do not have to be in that particular order but they do all need to be included.

Generally you will organise this thematically . Each paragraph needs to make a point and then use information from your case to illustrate and back up that point . You will also bring in theory (other reading) to strengthen your argument. It is acceptable to start with the example from your case and then show how this links to theory and the conclusion this leads you to; however, it is best if you first let your reader know the point you are making, as then they are not having to second guess this until the end of the paragraph. 

Each point in your main body should be leading back to the position statement you made in the introduction.

What are the main lessons you learned from the case study? How well did the theory fit with the real world example? Have you been asked to provide solutions or recommendations? If so, give them here.

Reference list

Include all the sources you have cited in your essay.

Structuring a case study report

These can vary between disciplines so check your assignment guidance. A typical case study would include:

Table of contents

See our MS Word pages  or our MS Office Software SkillsGuide for instructions on how to create these automatically.

Executive summary - optional, check if required

Give an overview of your whole report including main approaches, findings and recommendations. This is a bit like the abstract of a journal article.

  • Context (Background)
  • Purpose - what is the case study trying to achieve? 
  • Approach - are you using any particular theoretical tools or research approaches?

Discussion/Analysis

  • Identification of issues and problems
  • Links to theories that help you explain the case
  • Explanation of causes or implications of the issues identified
  • Possible solutions (if required, check your instructions)

These depends on what you were asked to do but could include:

  • Main lessons learned
  • Best solutions and reasons why
  • Recommendations (may have their own section)
  • Action plan (may have its own section)
  • Include all the sources you have cited in the report.

Appendices if required

Recommended books and ebooks from our collection, related books and ebooks from our collection.

Cover Art

Recommended external resources

  • Writing a case study From Monash University
  • Writing a case study analysis From The University of Arizona
  • Case studies From the University of South Australia - includes useful sample case studies
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Writing Case Study

Last updated on: Feb 9, 2023

How To Write A Case Study - Easy Guide

By: Cordon J.

Reviewed By: Rylee W.

Published on: Jul 13, 2021

How to Write a Case Study

Freaking out over the assignment that your professor just gave you?

Can’t figure out how to write a case study? No need to worry; you are in the right spot!

Sometimes we might need to write a case study for work or school and not know where to start. This guide will show you the basics of a case study, how to structure it, and some examples from famous people.

A case study is a research that uses one person as an example. It can be used in fields such as marketing, psychology, or medicine. In this blog post, we’ll go into detail about how they're structured and give tips on writing your own!

How to Write a Case Study

On this Page

What is a Case Study?

Case studies are a common type of assignment in medical, business, and law schools. They prove to be an effective way of learning for students.

Students encounter different forms of cases; some are extremely basic and simple, while others require detailed analysis and research.

This type of writing usually requires students to work in groups and answer open-ended questions to find a solution for the issue at hand.

From the definition of a case study, it sounds like you should be prepared to invest some time in order for your paper's findings and conclusions. But with this detailed guide, students will find out how easy writing an informative paper can actually become!

A case study is both exploratory as well as descriptive analysis on what causes problems. It seeks answers by exploring different factors within any given phenomenon or event while also providing insight into their root cause(s).

Now that we've defined its scope let’s get started learning more about writing one yourself.

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Purpose Case Study

The purpose of conducting case studies is to explore the theories which can improve society. Social scientists intend to do this by using interventions and exploring whether or not these would benefit their subject's well-being in some way, shape, or form.

Case studies are a good way to explore a theory and see if it can be improved. Of course, it is not always clear whether any changes will have benefits outside of just this one case study, but doing the research helps us learn more about how society works to make better decisions!

Types of Case Study

There are different types of case studies which include: illustrative, explorative, critical instance, and cumulative. The purpose of all of these case studies is to explore the issues while utilizing different means. Some are linear; some are process-oriented, while some are grounded.

Depending on the research method utilized by the researcher, a study could be completed in one day, one month, one year, or even longer. No matter how long it takes, the purpose remains the same, to make society a better place.

  • Explanatory - In an Explanatory study, the main focus is explaining a particular phenomenon or question.
  • Exploratory - Exploratory is a large-scale research project that proves the need for further investigation.
  • Intrinsic - In an intrinsic case study, the focus of the study is the case/subject itself.
  • Instrumental - This study takes a deeper look into the insights of an event.

Case Study Format

Given below is the case study outline that you need to follow for a logical flow.

An engaging title that describes the overall purpose of the study.

A brief executive summary of the study is stated in one-two paragraphs. The abstract should answer the what, when, where, who, and why of your topic. In addition, it is an introduction to the overall study, problem, hypothesis, and findings.

  • Introduction

In the introductory paragraph, highlight your reasons for interest in the particular topic. And provide the background information on the research problem and its significance. For example, what you knew about the topic at hand prior to conducting the study, and what did you learn from it?

Next, state your hypothesis, how you decided on it, what led to its development, etc.

Make sure that the hypothesis is testable and that you can prove it using evidence.

  • Methodology

Here, present the research methodology used to carry out the research and find relevant data.

Organize the gathered data and present it logically so the reader can conclude.

Provide an explanation of the results and findings and how they support your hypothesis.ConclusionsEnd with a short description stating what the case study could achieve, was the hypothesis proven, and what did you learn from it?

Also, provide some recommendations for further work and improvement.

Cite all the sources used to gather information.

  • Acknowledgments

Thank those who helped carry out the study.

Add any extra information related to the case study, such as graphs.

How to Write a Case Study?

In order to write it, one must plan and design beforehand. The author must then figure out methods for collecting information through research. Then conduct analysis, research the case history and finally present their findings. It seems straight-forward enough; however, it is more complicated than it first appears.

The following goes into more detail about writing this type of academic paper with case study approaches.

1. Case Study Research

Before you start writing a good case study, it is necessary to construct an effective research methodology.

Doing so will help you decide how the data will be gathered and how you will answer the research question. You must have credible sources of data to conduct your research.

To figure out the best research strategy and compose the data collected, try answering these questions:

  • What issue or research question is this study going to address?
  • Who is the target audience of this study?
  • What type of study will this be?
  • Who or what do you want to study. A person or an organization.
  • The time period you want to study. Current state or the changes that have happened over time.
  • Where is the issue taking place?

There are two different types of case study research methods (qualitative and quantitative) that you can follow according to the type of case study you are going for.

You can learn about these types from this article on qualitative vs. quantitative research methodology .

2. Identify the Key Problems

Case studies are problem-oriented, but they should also define a solution to such a problem. One of the most important steps of writing is to explain the problem. The researchers or the students should be very careful about presenting the details of the problem according to content formats.

They should also explain the purpose of the study or the scenario which motivated them to conduct it. Excessive use of social media affects students’ grades and can be used as a key problem for conducting a study.

If multiple challenges or issues are present, separate the more important ones and then state the most significant ones. Then, describe the issue in a few sentences and describe how it affects the overall working of an organization. When you present the key issues, you also need to explain why they occurred?

Remember that you have to address these issues within a real-life context.

3. Description of Solution

Another important step necessary for writing is the description of the solution. The most important purpose of conducting the study is to explore the roots and causes of the problem and then accomplish the proposed solution for it to eradicate the problem from society.

However, if there is no detailed description of the solution, the purpose would not be fulfilled.

4. Case Study Analysis

To write a great case study, a detailed analysis of the results and solutions must be included. Creating your case studies is meant to highlight the reasons and causes of the research problem and are created for the purpose of helping the researchers to derive a solution accordingly.

Make sure to use the brainstorming technique when coming up with solutions.

  • First, thoroughly read over your case and think about all of its possible outcomes. This will allow for more ideas in a shorter amount of time than if you only looked at one solution beforehand without exploring every avenue firsthand.
  • Secondly, pick out which sounds most interesting. These should be based on what's going on currently or might have been mentioned within it by either side so as not to make any mistakes here!
  • Thirdly take some extra care because picking wrong can really kill what was supposed.

The detailed analysis provides an opportunity for the researchers to apply the solution of the problem to the whole society to improve society’s working and recommend further action.

Before writing as a case study, you must also know about its design and methodology. Have a look at these important aspects before you start writing.

Case Study Research Design and Method

The research design and method let you explore specific cases as a means to test a theory or investigate a specific topic.

Grounded theory is a research design that has been used by researchers for decades now. This method aims to understand the context of the study by generating a thesis from the collected data.

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The first step in conducting a rigorous study is to decide on the group or individuals you want your research methodology to focus on. This should be done carefully, taking into account things like their age and gender so as not to bias any results found during this process!

  • Case Study Design

The design focuses on how the study will be addressed and whether the gathered background information is relevant to the study.

There are no hard and fast rules here, unlike some scientific works, but the main goal is to ensure that your work is brief but comprehensive in order to avoid irrelevant data.

To ensure that you don’t go off-topic, you should write down a list of key points you want to address in your study. Keep referencing back to it by sharing the relevant facts.

  • Case Study Methodology

The case study method is simply observing the subject or the person's group. The goal is to find out information that wouldn’t have been possible if the number of individuals under observation was large.

Fields Utilizing a Case Studies as Research Type

In the context of education or psychology, individual case studies are conducted to better understand an individual and his problems. In addition, the researchers seek to find the cause of the issue.

Social and real-life sciences do not work on rigid formulas. As such, researchers have to use empirical research methods to explore what is going on behind closed doors.

They try generalizing their findings across similar groups of people so we can all learn from each other's experiences while also providing solutions that will help us live better lives together!

The success stories of potential customers and their experience with products or services can be used in the formula to analyze a business' successes.

Case Study Examples

Before you start writing your case study, it is good to read existing business case studies. This further clears any ambiguities that you might have regarding the case study format or how to cite a case study.

Case Study Psychology

Medical case study

Amazon Case Study Example

APA Format Case Study Example

Business Case Study Example

We hope that this guide was successful in simplifying and writing multiple case studies for you. And that by now, you are aware of how to do a case study.

However, if you still need professional help, the essay writer online at 5StarEssays.com is at your service. Contact the sales teams and ask them to connect you with the best writer.

They will do all the research for you and hand you over a complete assignment at an affordable price!

Cordon J.

Education, Literature

Cordon. is a published author and writing specialist. He has worked in the publishing industry for many years, providing writing services and digital content. His own writing career began with a focus on literature and linguistics, which he continues to pursue. Cordon is an engaging and professional individual, always looking to help others achieve their goals.

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how to start an case study essay

How to Write a Case Study: A Step-by-Step Guide (+ Examples)

by Todd Brehe

on Jan 3, 2024

If you want to learn how to write a case study that engages prospective clients, demonstrates that you can solve real business problems, and showcases the results you deliver, this guide will help.

We’ll give you a proven template to follow, show you how to conduct an engaging interview, and give you several examples and tips for best practices.

Let’s start with the basics.

how to start an case study essay

What is a Case Study?

A business case study is simply a story about how you successfully delivered a solution to your client.

Case studies start with background information about the customer, describe problems they were facing, present the solutions you developed, and explain how those solutions positively impacted the customer’s business.

Do Marketing Case Studies Really Work?

Absolutely. A well-written case study puts prospective clients into the shoes of your paying clients, encouraging them to engage with you. Plus, they:

  • Get shared “behind the lines” with decision makers you may not know;
  • Leverage the power of “social proof” to encourage a prospective client to take a chance with your company;
  • Build trust and foster likeability;
  • Lessen the perceived risk of doing business with you and offer proof that your business can deliver results;
  • Help prospects become aware of unrecognized problems;
  • Show prospects experiencing similar problems that possible solutions are available (and you can provide said solutions);
  • Make it easier for your target audience to find you when using Google and other search engines.

Case studies serve your clients too. For example, they can generate positive publicity and highlight the accomplishments of line staff to the management team. Your company might even throw in a new product/service discount, or a gift as an added bonus.

But don’t just take my word for it. Let’s look at a few statistics and success stories:

5 Winning Case Study Examples to Model

Before we get into the nuts and bolts of how to write a case study, let’s go over a few examples of what an excellent one looks like.

The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure.

1. Lane Terralever and Pinnacle at Promontory

case study example Lane Terralever

This case study example  from Lane Terralever  incorporates images to support the content and effectively uses subheadings to make the piece scannable.

2. WalkMe Mobile and Hulyo

case study example walkme mobile

This case study  from WalkMe Mobile  leads with an engaging headline and the three most important results the client was able to generate.

In the first paragraph, the writer expands the list of accomplishments encouraging readers to learn more.

3. CurationSuite Listening Engine

case study example curationsuite listening engine

This is an example of a well-designed printable case study . The client, specific problem, and solution are called out in the left column and summarized succinctly.

4. Brain Traffic and ASAE

case study example brain traffic

This long format case study (6 pages) from Brain Traffic  summarizes the challenges, solutions, and results prominently in the left column. It uses testimonials and headshots of the case study participants very effectively.

5. Adobe and Home Depot

case study example adobe home depot

This case study  from Adobe and Home Depot  is a great example of combining video, attention-getting graphics, and long form writing. It also uses testimonials and headshots well.

Now that we’ve gone over the basics and showed a few great case study examples you can use as inspiration, let’s roll up our sleeves and get to work.

A Case Study Structure That Pros Use

Let’s break down the structure of a compelling case study:

Choose Your Case Study Format

In this guide, we focus on written case studies. They’re affordable to create, and they have a proven track record. However, written case studies are just one of four case study formats to consider:

  • Infographic

If you have the resources, video (like the Adobe and Home Depot example above) and podcast case studies can be very compelling. Hearing a client discuss in his or her own words how your company helped is an effective content marketing strategy

Infographic case studies are usually one-page images that summarize the challenge, proposed solution, and results. They tend to work well on social media.

Follow a Tried-and-True Case Study Template

The success story structure we’re using incorporates a “narrative” or “story arc” designed to suck readers in and captivate their interest.

Note:  I recommend creating a blog post or landing page on your website that includes the text from your case study, along with a downloadable PDF. Doing so helps people find your content when they perform Google and other web searches.

There are a few simple SEO strategies that you can apply to your blog post that will optimize your chances of being found. I’ll include those tips below.

Craft a Compelling Headline

The headline should capture your audience’s attention quickly. Include the most important result you achieved, the client’s name, and your company’s name. Create several examples, mull them over a bit, then pick the best one. And, yes, this means writing the headline is done at the very end.

SEO  Tip:  Let’s say your firm provided “video editing services” and you want to target this primary keyword. Include it, your company name, and your client’s name in the case study title.

Write the Executive Summary

This is a mini-narrative using an abbreviated version of the Challenge + Solution + Results model (3-4 short paragraphs). Write this after you complete the case study.

SEO  Tip:  Include your primary keyword in the first paragraph of the Executive Summary.

Provide the Client’s Background

Introduce your client to the reader and create context for the story.

List the Customer’s Challenges and Problems

Vividly describe the situation and problems the customer was dealing with, before working with you.

SEO  Tip:  To rank on page one of Google for our target keyword, review the questions listed in the “People also ask” section at the top of Google’s search results. If you can include some of these questions and their answers into your case study, do so. Just make sure they fit with the flow of your narrative.

Detail Your Solutions

Explain the product or service your company provided, and spell out how it alleviated the client’s problems. Recap how the solution was delivered and implemented. Describe any training needed and the customer’s work effort.

Show Your Results

Detail what you accomplished for the customer and the impact your product/service made. Objective, measurable results that resonate with your target audience are best.

List Future Plans

Share how your client might work with your company in the future.

Give a Call-to-Action

Clearly detail what you want the reader to do at the end of your case study.

Talk About You

Include a “press release-like” description of your client’s organization, with a link to their website. For your printable document, add an “About” section with your contact information.

And that’s it. That’s the basic structure of any good case study.

Now, let’s go over how to get the information you’ll use in your case study.

How to Conduct an Engaging Case Study Interview

One of the best parts of creating a case study is talking with your client about the experience. This is a fun and productive way to learn what your company did well, and what it can improve on, directly from your customer’s perspective.

Here are some suggestions for conducting great case study interviews:

When Choosing a Case Study Subject, Pick a Raving Fan

Your sales and marketing team should know which clients are vocal advocates willing to talk about their experiences. Your customer service and technical support teams should be able to contribute suggestions.

Clients who are experts with your product/service make solid case study candidates. If you sponsor an online community, look for product champions who post consistently and help others.

When selecting a candidate, think about customer stories that would appeal to your target audience. For example, let’s say your sales team is consistently bumping into prospects who are excited about your solution, but are slow to pull the trigger and do business with you.

In this instance, finding a client who felt the same way, but overcame their reluctance and contracted with you anyway, would be a compelling story to capture and share.

Prepping for the Interview

If you’ve ever seen an Oprah interview, you’ve seen a master who can get almost anyone to open up and talk. Part of the reason is that she and her team are disciplined about planning.

Before conducting a case study interview, talk to your own team about the following:

  • What’s unique about the client (location, size, industry, etc.) that will resonate with our prospects?
  • Why did the customer select us?
  • How did we help the client?
  • What’s unique about this customer’s experience?
  • What problems did we solve?
  • Were any measurable, objective results generated?
  • What do we want readers to do after reading this case study analysis?

Pro Tip:  Tee up your client. Send them the questions in advance.

Providing questions to clients before the interview helps them prepare, gather input from other colleagues if needed, and feel more comfortable because they know what to expect.

In a moment, I’ll give you an exhaustive list of interview questions. But don’t send them all. Instead, pare the list down to one or two questions in each section and personalize them for your customer.

Nailing the Client Interview

Decide how you’ll conduct the interview. Will you call the client, use Skype or Facetime, or meet in person? Whatever mode you choose, plan the process in advance.

Make sure you record the conversation. It’s tough to lead an interview, listen to your contact’s responses, keep the conversation flowing, write notes, and capture all that the person is saying.

A recording will make it easier to write the client’s story later. It’s also useful for other departments in your company (management, sales, development, etc.) to hear real customer feedback.

Use open-ended questions that spur your contact to talk and share. Here are some real-life examples:

Introduction

  • Recap the purpose of the call. Confirm how much time your contact has to talk (30-45 minutes is preferable).
  • Confirm the company’s location, number of employees, years in business, industry, etc.
  • What’s the contact’s background, title, time with the company, primary responsibilities, and so on?

Initial Challenges

  • Describe the situation at your company before engaging with us?
  • What were the initial problems you wanted to solve?
  • What was the impact of those problems?
  • When did you realize you had to take some action?
  • What solutions did you try?
  • What solutions did you implement?
  • What process did you go through to make a purchase?
  • How did the implementation go?
  • How would you describe the work effort required of your team?
  • If training was involved, how did that go?

Results, Improvements, Progress

  • When did you start seeing improvements?
  • What were the most valuable results?
  • What did your team like best about working with us?
  • Would you recommend our solution/company? Why?

Future Plans

  • How do you see our companies working together in the future?

Honest Feedback

  • Our company is very focused on continual improvement. What could we have done differently to make this an even better experience?
  • What would you like us to add or change in our product/service?

During the interview, use your contact’s responses to guide the conversation.

Once the interview is complete, it’s time to write your case study.

How to Write a Case Study… Effortlessly

Case study writing is not nearly as difficult as many people make it out to be. And you don’t have to be Stephen King to do professional work. Here are a few tips:

  • Use the case study structure that we outlined earlier, but write these sections first: company background, challenges, solutions, and results.
  • Write the headline, executive summary, future plans, and call-to-action (CTA) last.
  • In each section, include as much content from your interview as you can. Don’t worry about editing at this point
  • Tell the story by discussing their trials and tribulations.
  • Stay focused on the client and the results they achieved.
  • Make their organization and employees shine.
  • When including information about your company, frame your efforts in a supporting role.

Also, make sure to do the following:

Add Testimonials, Quotes, and Visuals

The more you can use your contact’s words to describe the engagement, the better. Weave direct quotes throughout your narrative.

Strive to be conversational when you’re writing case studies, as if you’re talking to a peer.

Include images in your case study that visually represent the content and break up the text. Photos of the company, your contact, and other employees are ideal.

If you need to incorporate stock photos, here are three resources:

  • Deposit p hotos

And if you need more, check out Smart Blogger’s excellent resource: 17 Sites with High-Quality, Royalty-Free Stock Photos .

Proofread and Tighten Your Writing

Make sure there are no grammar, spelling, or punctuation errors. If you need help, consider using a grammar checker tool like Grammarly .

My high school English teacher’s mantra was “tighten your writing.” She taught that impactful writing is concise and free of weak, unnecessary words . This takes effort and discipline, but will make your writing stronger.

Also, keep in mind that we live in an attention-diverted society. Before your audience will dive in and read each paragraph, they’ll first scan your work.  Use subheadings  to summarize information, convey meaning quickly, and pull the reader in.

Be Sure to Use Best Practices

Consider applying the following best practices to your case study:

  • Stay laser-focused on your client and the results they were able to achieve.
  • Even if your audience is technical, minimize the use of industry jargon . If you use acronyms, explain them.
  • Leave out the selling and advertising.
  • Don’t write like a Shakespearean wannabe. Write how people speak. Write to be understood.
  • Clear and concise writing is not only more understandable, it inspires trust. Don’t ramble.
  • Weave your paragraphs together so that each sentence is dependent on the one before and after it.
  • Include a specific case study call-to-action (CTA).
  • A recommended case study length is 2-4 pages.
  • Commit to building a library of case studies.

Get Client Approval

After you have a final draft, send it to the client for review and approval. Incorporate any edits they suggest.

Use or modify the following “Consent to Publish” form to get the client’s written sign-off:

Consent to Publish

Case Study  Title:

I hereby confirm that I have reviewed the case study listed above and on behalf of the [Company Name], I provide full permission for the work to be published, in whole or in part, for the life of the work, in all languages and all formats by [Company publishing the case study].

By signing this form, I affirm that I am authorized to grant full permission.

Company Name:

E-mail Address:

Common Case Study Questions (& Answers)

We’ll wrap things up with a quick Q&A. If you have a question I didn’t answer, be sure to leave it in a blog comment below.

Should I worry about print versions of my case studies?

Absolutely.

As we saw in the CurationSuite  and Brain Traffic  examples earlier, case studies get downloaded, printed, and shared. Prospects can and will judge your book by its cover.

So, make sure your printed case study is eye-catching and professionally designed. Hire a designer  if necessary.

Why are good case studies so effective?

Case studies work because people trust them.

They’re not ads, they’re not press releases, and they’re not about how stellar your company is.

Plus, everyone likes spellbinding stories with a hero [your client], a conflict [challenges], and a riveting resolution [best solution and results].

How do I promote my case study?

After you’ve written your case study and received the client’s approval to use it, you’ll want to get it in front of as many eyes as possible.

Try the following:

  • Make sure your case studies can be easily found on your company’s homepage.
  • Tweet and share the case study on your various social media accounts.
  • Have your sales team use the case study as a reason to call on potential customers. For example: “Hi [prospect], we just published a case study on Company A. They were facing some of the same challenges I believe your firm is dealing with. I’m going to e-mail you a copy. Let me know what you think.”
  • Distribute printed copies at trade shows, seminars, or during sales presentations.
  • If you’re bidding on a job and have to submit a quote or a Request for Proposal (RFP), include relevant case studies as supporting documents.

Ready to Write a Case Study That Converts?

If you want to stand out and you want to win business, case studies should be an integral part of your sales and marketing efforts.

Hopefully, this guide answered some of your questions and laid out a path that will make it faster and easier for your team to create professional, sales-generating content.

Now it’s time to take action and get started. Gather your staff, select a client, and ask a contact to participate. Plan your interview and lead an engaging conversation. Write up your client’s story, make them shine, and then share it.

Get better at the case study process by doing it more frequently. Challenge yourself to write at least one case study every two months.

As you do, you’ll be building a valuable repository of meaningful, powerful content. These success stories will serve your business in countless ways, and for years to come.

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Written by Todd Brehe

6 thoughts on “how to write a case study: a step-by-step guide (+ examples)”.

Just the guide I needed for case studies! Great job with this one!

Hey Todd, great post here. I liked that you listed some prompting questions. Really demonstrates you know what you’re talking about. There are a bunch of Ultimate Guides out there who list the theories such as interview your customer, talk about results, etc. but really don’t help you much.

Thanks, Todd. I’ve planned a case study and this will really come in handy. Bookmarked.

Very good read. Thanks, Todd. Are there any differences between a case study and a use case, by the way?

Hi Todd, Very well-written article. This is the ultimate guide I have read till date. It has actionable points rather than some high-level gyan. Creating a new case study always works better when (1) you know the structure to follow and (2) you work in a group of 3-4 members rather than individually. Thanks for sharing this guide.

Hi Todd. Very useful guide. I learn step by step. Looking forward to continually learning from you and your team. Thanks

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How to Write an Introduction for a Case Study Report

How to Write an Introduction for a Case Study Report

If you’re looking for examples of how to write an introduction for a case-study report, you’ve come to the right place. Here you’ll find a sample, guidelines for writing a case-study introduction, and tips on how to make it clear. In five minutes or less, recruiters will read your case study and decide whether you’re a good fit for the job.

Example of a case study introduction

An example of a case study introduction should be written to provide a roadmap for the reader. It should briefly summarize the topic, identify the problem, and discuss its significance. It should include previous case studies and summarize the literature review. In addition, it should include the purpose of the study, and the issues that it addresses. Using this example as a guideline, writers can make their case study introductions. Here are some tips:

The first paragraph of the introduction should summarize the entire article, and should include the following sections: the case presentation, the examinations performed, and the working diagnosis, the management of the case, and the outcome. The final section, the discussion, should summarize the previous subsections, explain any apparent inconsistencies, and describe the lessons learned. The body of the paper should also summarize the introduction and include any notes for the instructor.

The last section of a case study introduction should summarize the findings and limitations of the study, as well as suggestions for further research. The conclusion section should restate the thesis and main findings of the case study. The conclusion should summarize previous case studies, summarize the findings, and highlight the possibilities for future study. It is important to note that not all educational institutions require the case study analysis format, so it is important to check ahead of time.

The introductory paragraph should outline the overall strategy for the study. It should also describe the short-term and long-term goals of the case study. Using this method will ensure clarity and reduce misunderstandings. However, it is important to consider the end goal. After all, the objective is to communicate the benefits of the product. And, the solution should be measurable. This can be done by highlighting the benefits and minimizing the negatives.

Structure of a case study introduction

The structure of a case study introduction is different from the general introduction of a research paper. The main purpose of the introduction is to set the stage for the rest of the case study. The problem statement must be short and precise to convey the main point of the study. Then, the introduction should summarize the literature review and present the previous case studies that have dealt with the topic. The introduction should end with a thesis statement.

The thesis statement should contain facts and evidence related to the topic. Include the method used, the findings, and discussion. The solution section should describe specific strategies for solving the problem. It should conclude with a call to action for the reader. When using quotations, be sure to cite them properly. The thesis statement must include the problem statement, the methods used, and the expected outcome of the study. The conclusion section should state the case study’s importance.

In the discussion section, state the limitations of the study and explain why they are not significant. In addition, mention any questions unanswered and issues that the study was unable to address. For more information, check out the APA, Harvard, Chicago, and MLA citation styles. Once you know how to structure a case study introduction, you’ll be ready to write it! And remember, there’s always a right and wrong way to write a case study introduction.

During the writing process, you’ll need to make notes on the problems and issues of the case. Write down any ideas and directions that come to mind. Avoid writing neatly. It may impede your creative process, so write down a rough draft first, and then draw it up for your educational instructor. The introduction is an overview of the case study. Include the thesis statement. If you’re writing a case study for an assignment, you’ll also need to provide an overview of the assignment.

Guidelines for writing a case study introduction

A case study is not a formal scientific research report, but it is written for a lay audience. It should be readable and follow the general narrative that was determined in the first step. The introduction should provide background information about the case and its main topic. It should be short, but should introduce the topic and explain its context in just one or two paragraphs. An ideal case study introduction is between three and five sentences.

The case study must be well-designed and logical. It cannot contain opinions or assumptions. The research question must be a logical conclusion based on the findings. This can be done through a spreadsheet program or by consulting a linguistics expert. Once you have identified the major issues, you need to revise the paper. Once you have revised it twice, it should be well-written, concise, and logical.

The conclusion should state the findings, explain their significance, and summarize the main points. The conclusion should move from the detailed to the general level of consideration. The conclusion should also briefly state the limitations of the case study and point out the need for further research in order to fully address the problem. This should be done in a manner that will keep the reader interested in reading the paper. It should be clear about what the case study found and what it means for the research community.

The case study begins with a cover page and an executive summary, depending on your professor’s instructions. It’s important to remember that this is not a mandatory element of the case study. Instead, the executive summary should be brief and include the key points of the study’s analysis. It should be written as if an executive would read it on the run. Ultimately, the executive summary should include all the key points of the case study.

Clarity in a case study introduction

Clarity in a case study introduction should be at the heart of the paper. This section should explain why the case was chosen and how you decided to use it. The case study introduction varies according to the type of subject you are studying and the goals of the study. Here are some examples of clear and effective case study introductions. Read on to find out how to write a successful one. Clarity in a case study introduction begins with a strong thesis statement and ends with a compelling conclusion.

The conclusion of the case study should restate the research question and emphasize its importance. Identify and restate the key findings and describe how they address the research question. If the case study has limitations, discuss the potential for further research. In addition, document the limitations of the case study. Include any limitations of the case study in the conclusion. This will allow readers to make informed decisions about whether or not the findings are relevant to their own practices.

A case study introduction should include a brief discussion of the topic and selected case. It should explain how the study fits into current knowledge. A reader may question the validity of the analysis if it fails to consider all possible outcomes. For example, a case study on railroad crossings may fail to document the obvious outcome of improving the signage at these intersections. Another example would be a study that failed to document the impact of warning signs and speed limits on railroad crossings.

As a conclusion, the case study should also contain a discussion of how the research was conducted. While it may be a case study, the results are not necessarily applicable to other situations. In addition to describing how a solution has solved the problem, a case study should also discuss the causes of the problem. A case study should be based on real data and information. If the case study is not valid, it will not be a good fit for the audience.

Sample of a case study introduction

A good case study introduction serves as a map for the reader to follow. It should identify the research problem and discuss its significance. It should be based on extensive research and should incorporate relevant issues and facts. For example, it may include a short but precise problem statement. The next section of the introduction should include a description of the solution. The final part of the introduction should conclude with the recommended action. Once the reader has a sense of the direction the study will take, they will feel confident in pursuing the study further.

In the case of social sciences, case studies cannot be purely empirical. The results of a case study can be compared with those of other studies, so that the case study’s findings can be assessed against previous research. A case study’s results can help support general conclusions and build theories, while their practical value lies in generating hypotheses. Despite their utility, case studies often contain a bias toward verification and tend to confirm the researcher’s preconceived notions.

In the case of case studies, the conclusions section should state the significance of the findings, stating how the findings of the study differ from other previous studies. Likewise, the conclusion section should summarize the key findings, and make the reader understand how they address the research problem. In the case of a case study, it is crucial to document any limitations that have been identified. After all, a case study is not complete without further research.

After the introduction, the main body of the paper is the case presentation. It should provide information about the case, such as the history, examination results, working diagnosis, management, and outcome. It should conclude with a discussion, explaining the correlations, apparent inconsistencies, and lessons learned. Finally, the conclusion should state whether the case study presented the results in the desired way. The findings should not be overgeneralized, and the conclusions must be derived from this information.

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Examples

Case Study Essay

Case study essay generator.

how to start an case study essay

Nurses, social workers, and psychologists know that when it comes to their case studies. The most common and important thing that they have in common is a case note or a case study essay that they write. Some of us may never understand the purpose or the use of these case study essays, but it does not mean that we cannot try. Social workers use these to record their findings and observations about the casework that they do. Nurses use it to record or update the status of their patients. Psychologists do the same, except they record the progress of their patients . With that being said, let’s take a deep dive into getting to know what a case study essay really is about.

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What Is a Case Study Essay?

A case study essay is a document that nurses , social workers, and psychologists use to summarize and record their assignment, case, or task. The case study essay consists of not only a summary but also the specific details that are necessary to complete the essay as well as to help analyze what the case study is about. In most cases, the name of the person, the environment, and the nature of the case are placed in the essay. However, this may also depend on who may be writing the essay and for what purpose it will serve them. The case study essay is often used as a means of understanding the case they are writing through research and observation.

How to Make a Case Study Essay

How do you start writing a case study essay? We know for a fact that this is just a type of essay or a note that nurses and social workers write on either a daily basis or during their cases. Just like any kind of essay writing that has its own format and its own outline for making it, making a case study essay has its own format and its own outline to make it. To make your case study essay, you may be given a strict format for it. With that being said, here are some steps you can simply follow in order to make your case study essay a success.

1. Start with a General Introduction

The general introduction is the first thing you are going to be making for your case study essay. The introduction is used as a way or as a means to guide your audience as to what they are going to be getting when they read your essay. Introductions tend to be more general than specific, but it is up to you how you are going to introduce the topic of your case study.

2. Talk About Your Case

Expound on what your essay is all about. Apart from the introduction being given that guides the reader about your essay, the body of the essay will be more about your case, the steps that you did in order to understand and talk about it, the people involved, the environment, and any procedures that you have done in order to provide what is being asked for your case study.

3. Make Your Conclusion

Write the conclusion or the recommendations for your case study. After the introduction of the case, the body wherein you talk about it, which often includes the severity of the case you are handling, the next thing that will come is the recommendation and the solutions for your case study. What can be done and what methods can you recommend? Place it in this section.

4. Proofread the Entire Case Study Essay

The need to proofread your entire case study essay is something a lot of people may often take for granted. However, proofreading helps you figure out if the format and how you have outlined your case study in the essay is what is expected. In order to know, proofreading and reviewing your work is essential.

What is a case study essay?

A case study  essay  is a document that  nurses , social workers, and psychologists use just to name a few in order to summarize and record their assignment, case, or task. The case study essay consists of not only a summary but also the specific details that are necessary to complete the essay as well as to help  analyze  what the case study is about.

Why is there a need to make a case study essay?

The main reason for making a case study essay is that you are told to write it or to record what you may have observed during your case study. The case study essay is often used as a means of understanding the case they are writing through research and observation.

What should not be added in the case study essay?

Personal opinions that do not match or matter should not be included in the essay. Based on the observations and findings, your essay should be based more on professional opinion rather than personal.

Writing essays does not necessarily mean it is only for students; as a matter of fact, it can also be used for nurses, psychologists, and social workers who are tasked to write their case studies in the form of essays.

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How to Write Case Study Essay?

In any discipline, there are cases that can be analyzed in case studies. They teach you how to gather information, interview other people, analyze data, and find better solutions.

The topic depends on the academic discipline you study. Choose an object of your research, any person, event, company, government, etc. It should be interesting to you; also check that you have enough resources to do a research on the selected topic.These essays are not just lists of information. They need your own analysis and research.

It allows understanding an object better and learning to make solutions.

What are Good Case Study Topics

You should start from selecting a topic. Do all other steps only when you have a good title and object of research prepared. You should pick topics, which are interesting for you and your readers, make people ask questions and find answers to them.How to write case study essays for specific academic disciplines? If you study economics and business, you can do a research on the specific company, for example, IBM or Google , RMC or Lafarge, BSI or KBR. If you want to write about politics, select the specific person, government, political event as a topic of your college essay.You can discuss a topic and other sections of your essay with your teacher. He or she will give you advice and help to find the best topics.

Case Study Essay Structure

The structure of an essay can be different.

There should be the following main sections in your essay:

  • Introduction. Write about the problem and why you have selected it. Data you gathered on the Internet and in other places helps you to write a good introduction.
  • Background. Give more information on a site of your essay paper, why is it special and why it should get the attention of other people.
  • Your analysis and solutions. There should be results of analysis you have provided and your own thoughts and conclusions.

If you are looking for an appropriate case study essay format, you should also ask your teacher. It depends on academic discipline and type of your essay work. Find much more relevant case study examples and templates on the Internet.

Check that your essay is easy to read.

What are The Steps of Writing Content Analysis Case Study

This process starts from selecting a topic. After that, you need to find more information on it. Look for information on not only the Internet but also find it in books; you should also select specific case site. Just look for a company or organization that deals with a problem of your topic.

You can find specific people who are directly connected to it. Ask them to give you interview and more data for your research.When you have enough information from Internet and other sources, results of interviews, you can analyze it. There are different methods of analysis that depend on what data you have got and what type of topic you selected.If you are going to learn more about how to write an essay or just need help with a case study , you can ask your teacher and find examples.

Then you can write your work with all sections. Use everything you have found, including results of interviews and your own analysis, information found in different sources. If there are too much information to show, you may use links to it, and your readers will be able to make their own research. Check if your work is grammatically correct, well structured, and does not confuse readers.

Where to Find Information for a Case Study

Now students have access to a lot of sources.

You can quickly find what you need by using the Internet and university libraries.It is better to get data from different sources. These are a few examples:

  • Books. You can find them in libraries and other places. Many books are already converted to digital, it helps you to find appropriate information fast. Magazines, journals, and other printed sources can be used.

Also you can read  Case Study Irm Example!

Ideas for Case Study Presentation

How to Write Case Study Essay?

Your work should be attractive and interesting for readers and listeners, help you gather their attention and to show your opinion.Before presenting the case study, you should work on a format of your content. Here is a few advice for those who are working on case studies:

  • Make your title clear. Readers and listeners should clearly understand the main objects of your research.
  • Give enough information to involve readers and listeners, show them why your topic matters and why it should be interesting for them.
  • You can also use images and infographics in your essays. If you present a case study in digital format, you can include videos and other interactive files.
  • Check your grammar and make sure your writing style is appropriate to the audience.

This is only basic information about how to write this kind of essays.

Related posts:

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  • How to write a medical case study?
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  • How to Write a Case Study Analysis

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Crafting Compelling Narratives: How to Write a Business Case Study

June 13th, 2024 by JWU

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Working in the business world, there is a lot that you need to know. It is not just about the technical aspects of running a business and handling finances, but marketing and beyond. One of the most versatile and useful skills you can develop as a business professional is that of being able to write a simple business case study. These can be powerful marketing tools that can help you build your brand’s reputation, increase customer loyalty, and demonstrate your brand’s unique value proposition.

So, what is a case study in business and why does it matter? We are covering all of this, as well as tips on how to write a business case study, below.

What Is a Business Case Study?

Specifically, a  business case study  refers to a publication that covers how a company or brand responded to a specific problem or situation in a successful way. For example, a case study might explain how a company’s services helped a client solve a problem or achieve a desired outcome. These case studies can then be published on business websites, blogs, and even shared on social media as a form of effective marketing.

In many ways, a business case study is a cohesive combination of brand information and customer testimonials that can help promote a company’s products/services in a positive light.

Why Are Business Case Studies Important?

Business case studies are important for businesses of all sizes. When they are well written, these publications can help showcase a brand’s unique expertise while building trust with clients. Likewise, these case studies can demonstrate the potential real-world results that clients can expect when they work with your business. This is often more persuasive than making simple claims alone.

Common Elements:

The exact elements of a business case study can vary based on the exact scenario and products/services being covered. However, most successful business case studies will include most or all these components:

  • A compelling storyline
  • Client testimonials or interviews
  • A clear call to action
  • Visuals or other presentations of data

Why Writing Business Case Studies Is Important for Your Organization

There are several reasons as to why business professionals should be able to write compelling case studies as part of their everyday jobs. Let’s dive into why writing is so crucial here:

Showcase Your Value Proposition

First, business case studies can be extremely effective when it comes to showcasing your brand’s unique value proposition. Case studies can help demonstrate how your brand has successfully addressed specific pain points with examples and tangible results.

Build Credibility

Meanwhile, business case studies can also be an excellent way to build credibility for your brand in a way that is more compelling and persuasive than more “traditional” marketing strategies. This is because with a business case study, you can use real-world examples to show potential clients first-hand what your company’s products/services can do for them.

Differentiate Yourself

Writing and publishing business case studies can also help your company set itself apart from its competitors in any space. This is because a professionally written business case study will showcase the real value of your brand, proving that you are not just another company making promises. Instead, a case study provides real-world examples and applications that demonstrate your brand’s history of success.

Multiple Use Cases

When it comes to marketing tools, a business case study is also one of the most versatile options out there. Even once a business case study is written and published, it can be repurposed for any number of applications and content types. From a single case study, for example, you might be able to reuse the content for your company’s website, social media page, sales presentations, and much more.

Steps for Writing an Effective Business Case Study

Now that you have a better understanding of what a business case study entails and why these are such crucial tools for your business, you may be wondering where to start when it comes to writing one. Writing effective business case studies is something that will take some time and practice on your part. Still, there are some tips and best practices you can follow to write better case studies today.

Client Selection

First, understand the importance of selecting the right client to highlight for your case study. You will want to make sure that you choose a case with a clear problem, a compelling solution you offered, and quantifiable results. From there, you will need to reach out to the client personally and make sure they are willing to participate in any interviews or write a testimonial as needed.

Get Client Buy-In

Of course, it is not enough to get a client to agree to participate. Ideally, you will want a client enthusiastic about being part of the case study. This will ensure that you get the best content possible when it comes to quotes, data approval, and the like. Not sure where to begin with client buy-in? Refer to some of your happiest clients, including those who have left your company positive reviews online, and go from there.

The Storytelling Approach

Another critical component of an effective business study is storytelling. With great storytelling, your finished case study will be more of a narrative and not just a list of facts. As you craft the storyline for your narrative, try to include the following components:

  • The Challenge – What pain point did the client face?
  • The Solution – How did your company’s product or service address it? This section should be as specific and in-depth as possible.
  • The Results – What was the outcome of your company working with the client? This section should contain quantifiable metrics and the impact your involvement had on the client’s business.
  • Testimonials – Being able to incorporate direct client quotes can add a lot of authenticity to your case study.

Keep It Focused

When writing a business case study, it is also essential to keep your document as focused as possible. At the same time, be careful not to overpromise or include absolutes that could mislead potential clients.

Visual Appeal

A business case study is not compelling if nobody is reading it. This is why it is key to break up larger blocks of text with plenty of eye-catching visuals. This adds visual interest and is more likely to keep readers engaged. Whenever possible, be sure to incorporate relevant images, infographics, and other visuals to break up chunks of text.

Have a Strong Call to Action

Finally, do not forget the clear call to action. Do not assume that readers will be able to read your mind and take the next step on their own. Instead, clearly guide readers on what you want them to do after reading your case study, whether it is reaching out to you, requesting a quote, or signing up for an email list.

Beyond the Basics: Tips for Excellence

In addition to the above best practices for crafting a compelling business case study, there are a few additional tips you can follow to take your writing to the next level.

Tailor to Your Target Audience

Whenever possible, try to write in a way that targets the most specific audience in your case study. Of course, this requires you to have a solid understanding of who your target audience is and what their specific pain points are. From there, you can speak their language and address their most pressing concerns to yield results.

Search Engine Optimization (SEO)

Business case studies can also be an excellent opportunity to improve your company’s  SEO . As you write your case study, try to naturally incorporate target keywords as much as possible. This way, when it comes time to publish your case study on your website or blog, you will also have the potential to improve your search engine rankings and drive more organic traffic to your site.

Promote Your Case Studies

Finally, understand that even once your case study is published, your work is not done. Take time to promote and share your case studies as much as possible, even going as far as to repurpose them into different content mediums from time to time. By including business case studies in your toolkit and sharing them actively, you can get as much mileage as possible out of them.

Sharpen Your Business Acumen at JWU

Now you know what is a case study in business. So, when carefully crafted and thoughtfully executed, a business case study can work wonders when it comes to increasing customer loyalty and building a positive reputation for your brand among stakeholders and potential clients. Of course, writing a business case study can be easier said than done. This is why it is so important to gain practice in business writing.

A formal education in business can help you gain the practical skills you need to write compelling cast studies and take your career to the next level. At Johnson & Wales University, we’re proud to offer both an  online bachelor’s in Business Administration  and an  online MBA program  to help you take your education in the right direction. For more information about completing your degree online, complete the  Request Info form , call 855-JWU-1881 , or email  [email protected] .

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Introduction, business model and market positioning, competitive strategies, challenges and future prospects.

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  • Open access
  • Published: 11 June 2024

Using unfolding case studies to develop critical thinking for Graduate Entry Nursing students: an educational design research study

  • Rachel Macdiarmid   ORCID: orcid.org/0000-0003-4791-7417 1 ,
  • Eamon Merrick   ORCID: orcid.org/0000-0003-4269-6360 2 , 3 &
  • Rhona Winnington   ORCID: orcid.org/0000-0002-6504-2856 1  

BMC Nursing volume  23 , Article number:  399 ( 2024 ) Cite this article

159 Accesses

Metrics details

Graduate Entry Nursing (GEN) programmes have been introduced as another entry point to nurse registration. In the development of a new GEN programme, a problem-based approach to learning was used to develop critical thinking and clinical reasoning skills of motivated and academically capable students.

To explore and evaluate the design and delivery of course material delivered to GEN students embedded in authentic learning pedagogy from the perspectives of both GEN students and academic staff using an unfolding case study approach.

An educational design research approach was used to explore the learning experiences of GEN students using an unfolding case study approach situated in experiential pedagogy and the teaching experiences of the academics who designed it. Data were collected through semi-structured interviews with students once they had finished the course and weekly reflective diary recordings by academic staff throughout implementation. Thematic analysis was used to analyse the data.

Student reflections highlighted that this cohort had insight into how they learned and were comfortable voicing their needs to academic staff. While the unfolding case studies were not liked by all participants, for some it offered a unique learning opportunity; particularly when scaffolded with podcasts, simulation labs, tutorials and clinical placements. Staff reflections primarily aligned with student experiences.

The gaps highlighted in the delivery of the course suggest that a blended pedagogical approach to graduate entry nurse education is required. Specifically, GEN students are aware of the learning needs and are happy to express these to academic staff, thus suggesting that engaging with a co-design curriculum approach will benefit future cohorts.

Peer Review reports

Graduate entry nursing students begin their degrees as experienced learners and must develop critical thinking skills within the shortened degree time frame.

What is already known

Graduate entry students are experienced and academically capable learners who begin with a diverse range of life and career experiences.

What this paper adds

Graduate entry students would benefit by being involved in curriculum design to acknowledge the unique skill set that they bring.

Introduction

Graduate Entry Nursing (GEN) degrees, or second degrees leading to eligibility for nursing registration, have recently been introduced to New Zealand. GEN students are known to be academically capable, motivated, and driven, bringing with them a range of life experiences, and have often had significant careers before enrolment [ 1 , 2 ]. Previous research has identified that teaching and learning methods must be carefully planned and innovative [ 1 ].

Pre-registration nursing education programmes prepare nursing students to provide safe nursing care with crucial skills expected of nursing graduates, including critical thinking and clinical reasoning. Clinical reasoning enables students to approach clinical issues with a problem-solving lens that relies on gathering assessment data and intervening and evaluating the patient’s response to the intervention [ 3 ].

Problem-Based Learning (PBL) aligns with the fundamental elements of authentic learning approaches [ 4 ], where learning is situated in real-world contexts [ 5 ]. Problem-based learning is considered to be an experiential teaching and learning approach that helps students develop a critical lens and clinical reasoning skills [ 6 , 7 ]. The use of PBL in nursing education is well established with previous research focused on students’ experiences and satisfaction [ 8 ]; factors that facilitate or hinder students' learning [ 9 ]; and the development of critical thinking skills [ 10 ].

Graduate entry nursing students report enjoyment of the active learning sets that enabled discussion surrounding case studies, scenarios, and practice issues [ 11 ]. Cangelosi’s [ 12 ] phenomenological study found that although time-poor, GEN students welcomed learning opportunities that were not traditional and facilitated their development and growth.

However, there is conflicting evidence regarding the effectiveness of PBL in nursing. For example, McCormick et al. [ 13 ] compared undergraduate student performance using differing teaching approaches, such as unfolding simulation scenarios versus recorded lectures and found these to be of benefit to students. Carter and Welch [ 14 ] compared the results of associate degree nursing students who attended lectures to those whose learning was informed by an unfolding case study. In contrast to McCormick’s et al.’s [ 13 ] earlier positive results, these authors found both groups of students performed worse in the post-test.

As previous research has identified that new graduate nurses do not always have critical thinking skills, using an unfolding case study approach can reflect the reality of clinical practice where not all the relevant information is known at the first encounter with the patient [ 14 , 15 , 16 ].

Nonetheless, while several studies have investigated the use of unfolding case studies in undergraduate preregistration programmes there is little evidence that supports the use of these with more academically capable GEN students. This article reports on a qualitative interpretivist study that used an educational design methodology to explore the experiences of GEN students who participated in the programme of learning and the experiences of the academics who designed it.

Educational Design Research (EDR) is an iterative, pragmatic, and reflective methodology well suited to small projects [ 17 ]. It has arisen from design-based research and can include both quantitative and qualitative data collection methods. EDR was selected as it fitted with our desire to develop new ways of teaching alongside gaining feedback from both academic staff and students. In the first phase of this research, we redesigned the teaching and learning strategies for a component of the GEN programme [ 18 ].

EDR has four phases (Table  1 ) [ 17 ]:

Aims and objectives

The study aimed to explore and evaluate the design and delivery of course material delivered to GEN students embedded in authentic learning pedagogy from the perspectives of both GEN students and academic staff using an unfolding case study approach.

Theoretical framework

To enable the development of clinical reasoning skills a scaffolded learning approach was implemented that involved unfolding case studies designed to represent the health needs of the New Zealand population, thus, encouraging critical thinking. Unfolding case studies reflective of situations that students might face in the future were used to encourage students to consider and analyse information, provoke further questioning and identify the information required to narrow their inquiries [ 14 , 15 ]. Supported by this evidence the academic staff built a learning environment where a regular teaching schedule (two days of lectures and one day of clinical labs per week), was complemented with online resources. Initial questions about the case study were provided on the learning management system. Students attended simulations where they responded to the case and answered questions critical to unpacking the ‘patients’ reality. Alongside the unfolding case studies were podcasts where experts were interviewed on topics related to the case. Tutorials enabled students to collaboratively construct answers and share their perspectives; at the end of each week students shared their answers in an online discussion forum.

Methods and setting

This study was conducted at an education facility in New Zealand offering undergraduate and GEN programmes. The participants are academics involved in the design and delivery of the course and one cohort of students of the GEN programme. This article reports on Phase 2 and 3 of the EDR approach, the academic staff’s reflective diary during course delivery, and students' feedback after the course was completed the first time. The methods were reported using the Consolidated Criteria for Reporting Qualitative Studies (COREQ) [ 19 ].

Participants

Purposeful sampling was used as the researchers were keen to explore the experiences of a specific GEN cohort [ 20 ]. Academic staff involved in the weekly reflective diaries are also the research team ( n  = 3). All students in the identified cohort ( n  = 7) were invited to participate, totalling ten possible participants. Student participants were approached via an advertisement on the university’s learning management system. Students were asked to contact the research assistant, who was separate from the academic staff and was not involved in the delivery of the GEN programme; five students agreed to participate. A $20 petrol voucher was offered to those who participated.

Data collection and analysis

In keeping with education design methodology, the authors met weekly to reflect on their experiences of delivering the content and guiding students. The weekly reflective conversations, between 60–90 min in length, followed a simple format of ‘what worked, what didn’t work, and what would we (as academic staff) change?’ Face to face student interviews were conducted by the research assistant at a time and place convenient to the students using semi-structured questions that were developed by the research team (see Additional file 1 ).

The semi-structured interviews ( n  = 5) and reflective meetings ( n  = 9) were recorded and transcribed verbatim by a research assistant who had signed a confidentiality agreement. All identifying information was deleted from the transcripts by the research assistant before the research team reviewed the data; each recording and transcript was allocated a unique identifier, for example ‘participant one’.

Thematic analysis [ 21 , 22 ] was used to analyse the data. First, the research team independently read the transcribed interviews to familiarise themselves with the data and identified initial codes. Second, the researchers met and reviewed all transcripts to identify themes and reached consensus on the themes emerging from the data. Themes were established once more than 50% of the participants stated the same issue/thought/perception. A matrix was developed whereby common themes were identified, with quotes demonstrating the themes collated to establish an audit trail.

Reflexivity

Central to this study given the proximity of staff to this student cohort, a reflexive stance was essential. Reflexivity is an engendered practice and was used in this instance not to influence the direction and outcome of the research but to allow the researchers to engage in the data to produce viable and valuable outcomes for future staff and students. Specifically, this reflexive practice provided a means for the research to be rigorous through the consideration of the vulnerability of the participating student cohort, thus inciting reflection-before-action [ 23 ].

Ethical considerations

Ethical approval for this study was obtained from the Auckland University of Technology Ethics Committee (AUTEC) (19/233). Given the potential power differential in the student/staff relationship present, participants were approached via an online advertisement and followed up by an independent research assistant. This is key to the success of the project, as such research undertakings have the potential for conflict of interest to exist [ 24 ]. The academic staff recordings were also undertaken with the knowledge that these would remain confidential to the participants and transcriber only, with a memorandum of understanding completed to this effect. Participant information sheets were given to students interested in joining the study to ensure they knew what it entailed and how their safety and identity would be managed. Written consent was obtained before the interviews were undertaken, with oral consent obtained at the beginning of each interview.

Three dominant themes emerged, which focused on the experiences of both GEN students and teaching staff. These were:

Reflective learning: Students and staff ability to clarify what worked and what did not work

Evaluation of learning: Students and staff being insightful about their ways of learning and needs

Challenges: Planning and delivering appropriate content for GEN students is challenging for teaching staff.

Within these overarching themes, subthemes were developed and will be presented in the following data results (Table 2 ).

Reflective learning

The exploration of student and staff experiences and responses to the unfolding case studies unearths what worked and what was problematic for both parties.

Unfolding case study as problem-based approach

The student experiences of using an unfolding case study approach were divided. Some students enjoyed the case scenarios but did not necessarily find them beneficial in terms of knowledge advancement as.

“ I personally, like the case studies but personally I didn’t really find that they enhanced my learning in like the clinical setting ” (P1)

or that they were relevant to clinical practice in that.

“… some of it was definitely relatable but I just found it was very different in the clinical setting compared with doing this theoretical case setting ” (P1).

A second student supported this idea that the case studies did not add practical clinical knowledge value as.

“ I mean for me the case studies weren’t challenging…I didn’t think the case studies added anything extra into my practice, they didn’t challenge my clinical reasoning or anything like that ” (P2).

Of note was that those students with previous professional healthcare backgrounds found the use of an unfolding case study approach problematic in that.

“ I found that quite a challenge. I think because with my clinical background I was sort of going straight into, yeah like I wanted more information so you know I probably would have preferred…to have a different case study every week or have all the information…and I’d be like well what about this, what about that? ” (P5).

Participant One, however, noted that while the case studies may not have added knowledge value, they were helpful at times as.

“ …one example is we learnt about arterial blood gases and then I was on placement I came across that literally [on] day one, so was really nice to be able to put something that I’d learnt in class into practice ” (P1).

While some students were less keen on the case study approach and found them hard work, others thought they provided opportunities to encourage discussion, clinical reasoning, and autonomous thinking as.

“ there was no right or wrong answer, you just had to prove your point to say I think it is this because of this, and someone else can say something else and just kind of still prove it because it was a quite grey [area] but I actually found that it really got us thinking ” (P3).

Moreover, the same participant acknowledged that.

“…I think that’s the whole idea of the course [GEN Programme] because at this level they shouldn’t be spoon-feeding you…you should be able to think for yourself and reason things out ” (P3).

Although some discord was present with regard to the case study approach, one participant did acknowledge the value of being able to break down a huge scenario into manageable sections to enhance understanding and clinical decision-making, as.

“ when you break it down it makes it easier to kind of work out what you’re going to do and what steps you’re going to do ” (P4), and that “ because you start looking at the smaller things that you need to do rather than just the big bits ” (P4).

It appears, however, that staff involved in the programme of learning were pleased with the overall notion that problem-based learning approach offered a ‘practical’ means through which to discuss what is the hands-on job of nursing. Specifically,

“ the second session around child abuse and recognising child abuse…took me a bit by surprise as I wasn’t expecting that to go very well and it went extraordinarily well, mostly because it was case based again and story based ” (L1).

Moreover, with regard to encouraging discussion and clinical reasoning at a postgraduate level,

“ I think we’ve really pulled out the difference [of] what we’re expecting of them [GEN students] as opposed to what they may have been used to” (L1).

Use of podcasts

While the use of technology is not necessarily a completely new strategy in tertiary education, here we have linked podcasts recorded with experts in their fields which related to the unfolding case studies, Again, however, there was division in the value of podcast recordings, with some students really enjoying them, saying.

“ I liked the podcasts yeah, I found the podcasts really good especially when there was [sic] different people talking about it, yeah...podcasts are good, like to just chuck on in the car or at the gym ” (P2).

Moreover, some found them easy to listen to because.

“… it’s a different way to learn because like you’ve got YouTube videos and you’ve got books and stuff but podcasts are kind of like easy ” (P2).

Some students found the podcasts particularly engaging saying.

…I just remember listening to it and I think I was in the car and I had stopped because I was on my way home…and I was still listening to it in the garage like when I was home and I was like oh this is a really interesting podcast ” (P2).

Participant three also thought podcasts a positive addition to the resources saying.

“ yeah they were helpful…there was one I listened to…they were talking about dying…I know that [one of the lecturers’] kind of research is kind of talking about death, euthanasia and all this kind of thing, and for some reasons, I don’t know why, maybe that’s why I still remember, I can say it’s the only podcast I really listened to and it was really good because it gave me a good insight as to what is happening… ” (P3)

This positive response was also noted in face-to-face class time as one staff member reported that.

“ they [the students] loved the person who was interviewed, and the feedback was it was really nice to hear a conversation about different perspectives ” (L1).

Yet, not all students were of this opinion, with some advising the podcasts were too long (approximately 60 min each), that they can be distracting, that they preferred videos and images or an in-person discussion, saying.

“ I find podcasts…I tend to switch off a bit, a bit quicker than if I was watching something, I would probably prefer, rather than watching a podcast [sic] I’d rather have an in-class discussion with the person” (P4).

Participant one said that they too struggled with podcasts because.

“ I’m more visual so I like to look at things and see like a slide I guess or what they’re talking about or, so I sort of zone out when it’s just talking and nothing to look at, so that’s what I personally struggle with, they [podcasts] are helpful it’s just I’m more a visual learner ” (P1).

While there were some negative responses to the podcasts, another participant acknowledged their value but offered their own solutions to learning, saying that.

“ I listened to a few podcasts that were put up, because they’re just easy to listen to ” (P2).

but felt that overall there were insufficient resources made available to students and therefore.

“ just went to YouTube and just, any concepts that I was unfamiliar with or stuff in class that we went over and when I went home I was like [I have] no idea what they talked about, I just found my own videos on YouTube… ” (P2).

Evaluation of learning

Learning experiences are unique to each GEN student, as are those experienced by the teaching staff. The data collected highlighted this clearly from both perspectives, offering a particularly strong insight into how this cohort of students’ function.

Approaches to learning

It was evident that these GEN students were aware of their approach to learning and that perhaps the structure of the teaching module did not align with their needs as.

“ I’m not really the best at utilising online things I’m a really hands on learner and things like a lecture…but you know if it’s yeah, more like class time, it’s sort of more my, my learning style [I] guess ” (P5).

A number of students were able to identify that they were visual learners as.

“ I use videos more because I guess I’m more of a visual learner as well and I learn better by seeing things instead of reading a huge article, I think that [videos] it helps me a bit more” (P4).

Another student, however, preferred a discussion based approach as opposed to either videos or podcasts saying that.

“ if it’s interesting, if it’s a topic that you can like relate to [through a podcast] or something it’s fine, but for me I just switch off not really taking a lot of the information [in] whereas in a discussion setting you can ask questions and you can interact with the person, yeah I find that would be a bit more helpful ” (P4).

This approach to learning through discussion was also noted when the teaching staff reflected on their experiences in that in one teaching session the GEN students.

“ were engaged, they were round a table with the second speaker talking and what I think enabled the discussion was that she [the speaker] was using her data as stories and so she was reading them, actually she got them [the students] to read them out” (L3).

The notion of learning styles, however, was not as linear as being visual or auditory or practical, as one student noted that a combination of styles was preferable to enhance learning, saying that.

“ if we weren’t able to have lectures like a recorded lecture so that there was a PowerPoint and just someone actually talking you through it, like I know there’s the YouTube videos…some of them were a little bit helpful, but like I just felt that sometimes we missed the teaching aspect of it. There’s a lot of self-directed stuff but definitely like a recorded lecture every week to go along with the readings and extra videos to watch ” (P5).

Students as insightful and engaged

While GEN students are known for their tenacity and ability to cope with the pressure and fast paced delivery, some students discovered that this did not necessarily equate with their preferred approach to learning. This cohort of GEN students were insightful in terms of their strengths and weaknesses in relation to knowledge acquisition. The use of the unfolding case studies, however, caused some frustrations as.

“ for me it was challenging in the fact that I felt I actually got frustrated because I’m thinking well I want to know this, I want to know that and yeah not getting all the information that I wanted at the time ” (P5).

This participant went further, saying that.

“ I definitely found that difficult [lack of information] I felt like [I] wasn’t getting as much information as I wanted to be able to make my clinical decisions ” (P5),

however this may have been due to the student’s background as their.

“my background is in paramedicine ” where “ we get a lot of information in a very short amount of time ” (P5).

Some fundamental issues were raised by the participants in terms of how much study is required for them to acquire the new knowledge. As one student highlighted,

“ I have a really terrible memory, so I kind of need to listen to things a few times or write it down and then watch a video and do some more reading and then like it’s good having another element to get into your brain you know ” (P2).

For one student, a solution to this was to ensure they did their preparation before attending class as.

“ you’re supposed to have read these things before coming to class, some people don’t but my kind of person, I’d read before coming to class and I tended to answer those questions so the critical, analytical part of me would be trying to find out and come up with a reasonable answer…” (P3).

For another participant, they took an alternative pathway to learning as they.

“ I just watch it and I don’t take [it in], it just sits in the back of my head because sometimes it’s building on top of previous knowledge so just, I just watch it to see if I can gain anything from that, I don’t necessarily take down notes or anything, but I just watch it so that it’s there you know ” (P4).

The pace of content delivery appeared problematic for some students, especially in relation to the practical sessions, with one student highlighting that.

“ personally I didn’t’ really like it and most of the time they were rushing, I was always like can I write this down to go back home to like really make sense of it and then sometimes obviously, sometimes I would have to say can I stay back and practice this thing again [as] I didn’t grab it as quickly as others did and the essence of the labs is that it’s grab all of these things ” (P3).

Challenges: Teaching staff experiences of GEN student learning

While on the whole the teaching staff were able to gauge the learning needs of this GEN cohort, the expectations of both parties did not always align, with one staff member reporting that.

“ the two biggest challenges was [sic] getting them [the students] to unpack already learned behaviour and [to] acknowledge their own limitations or bias ” (L1),

however by the end of the semester the same staff member reported that.

“ I think we made a lot of progress in getting them to acknowledge how they learn ” (L1).

Moreover, the challenges anticipated in teaching GEN students were not those that transpired in that.

“ I actually thought going into the first paper I was pretty excited as to how it was going to roll out, the problems I encountered were not the problems I anticipated ” (L3).

The vocality of this cohort was tangible, however, when content did not meet their needs, interest or expectations with the students saying,

“ that they didn’t do the materials because it wasn’t of interest to them and requested other teaching very much related to the assignment as opposed to anything else …” (L1).

It was expected that the GEN students would be participatory both in class and online irrespective of their ways of learning, but there was a difference in both responses and comfort with this form of engagement. One student that talked about the unfolding case study and the online component of assessment as being problematic said that.

“.. we had to put up about 250 words of something related to the case study every week and then we spoke to someone else, [I] didn’t really like the responses…I didn’t really like having to respond to someone else ” (P3).

Yet in contrast to this statement, the teaching staff were delighted that.

“…actually I got some fantastic questions from one of the students…emailed to me on Monday night about the case that was online for them, questions that I didn’t talk about in [the] lecture, I didn’t introduce the concept…they’re talking about concepts that are currently undergoing international clinical trials” (L1).

This study explored the experiences of both GEN students and academics using unfolding case studies situated in experiential learning pedagogy. The use of unfolding case studies supported with podcasts embraced our idea of developing content situated in real-life contexts. Learning was scaffolded using different teaching approaches such as podcasts, and experiential simulated learning, to offer learners multiple ways of engaging with content. Scaffolding is recognised as learning material being broken into smaller chunks of learning and in this way aligns with case-based learning [ 25 ]. In this way, we hoped that not only would students engage in problem-solving, and develop clinical decision-making skills [ 26 , 27 ], but that they would also achieve deep and lifelong learning and ultimately have an ‘aha’ moment when it all made sense.

Reflections on using an unfolding case study approach

Findings were divided, with some students enjoying the unfolding case studies and others describing them as not sufficiently challenging. The scaffolded learning approach that we developed incorporated a range of teaching approaches that enabled them to engage with the content in a way that fitted in with their lifestyle, even if the teaching method did not align with their individual learning preferences. Students reported differing views about the case studies; some enjoyed the unfolding nature while others wanted more context and direction to feel that they could make an informed clinical decision. Nonetheless, even though they did not like information being presented in smaller chunks one student recognised it meant they analysed the information they received more deeply.

Other learning tools such as podcasts were not always valued by participants and yet, the fact that students were able to provide feedback on their use does indicate that they at least attempted to engage with them.

Student reflections indicate that perhaps the use of unfolding case studies as a learning approach is not the solution to engagement, and that often more traditional teaching methods were preferred Indeed, Hobbs and Robinson’s [ 28 ] study of undergraduate nursing students in the US supported Carter and Welch’s [ 14 ] findings that the use of unfolding case studies were of no direct benefit, whilst Ellis et al.’s., [ 29 ] study confirmed that for final year nurse practitioner students unfolding case studies were beneficial in developing critical thinking and stimulating clinical reasoning. Considering these two conflicting findings, further consideration is needed of how to engage highly motivated GEN students.

As such, our results suggest it can be difficult to predict the needs of the GEN students given the diversity of their previous academic qualifications, career, and often significant life experience they bring to the programme [ 30 , 31 ]. Interestingly students in this study simultaneously demonstrated insight into their needs supporting their previous academic study experience and felt sufficiently secure to voice them, which supports evidence found in D’Antonio et al.’s [ 32 ] study. This suggests that GEN students’ capabilities need to be embraced and incorporated when planning curriculum and scaffolding learning. Anecdotally, we have found that students embrace experiential learning such as that offered in simulation labs whether this involves the use of simulated manikins or not, it seems the hands-on learning offers not only the opportunity to experience simulated reality but also fosters collaboration and problem solving with peers that enables them to dwell in learning of what it is to be a nurse.

Graduate entry students recognised as experienced learners

Our students were not overwhelmingly supportive of the pedagogical approach of unfolding case studies we adopted. As previously recognised GEN students are experienced learners and whilst having differing educational backgrounds bring individual experience and knowledge of their own approach to their learning. Nonetheless, the value of their previous learning experience appears problematic in that those learned behaviours and attitudes need to be refocused to engage with learning how to become a nurse, as demonstrated in the academic staff reflections. Despite this background experience and perceived confidence, some students reflected that online engagement that involved exploring the case studies in discussion forums with colleagues was uncomfortable. This was surprising to the academic staff and contrasted sharply with their reflections on the activity but has been previously noted by Boling et al., [ 33 ].

Implications

Given the disparity that exists between student and academic staff experiences, as demonstrated in our study, co-designing content delivery may offer a progressive solution. By engaging ‘students as partners’ it offers them a much deeper level of involvement in future teaching delivery through collaboration and reciprocation of ideas, thus culminating in appropriate curriculum design [ 34 ]. Collaborating with students in course design might facilitate students learning as they become cognisant of the active engagement of academic staff [ 9 , 10 , 35 ]. In the future, we aim to involve students in any curriculum review and course development to ensure their perspectives influence curriculum design and content delivery.

Even so, our initial intention of scaffolding learning by offering different ways for students to engage with content is supported by recent research by Dong et al. [ 36 ] who found that students performed better academically in a flipped classroom. This point, in association with our findings, suggests that the best approach to content delivery for graduate entry nursing students is to ensure students are involved in curriculum and course design alongside the delivery of learning experiences that are well facilitated and supported by faculty so that students are aware of the expectations, required of them, and importantly how they will be assessed.

Limitations

We acknowledge that the sample size in this study is small in terms of generalisability. However, our findings offer interesting, detailed and in-depth insights into the experiences and needs of both GEN students and the academic staff involved in the development and delivery of educational material. Further work needs to be undertaken to evaluate the experiences of GEN students from a range of educational providers. A longitudinal study has been undertaken to explore the motivations and experiences of GEN students in Australasia [ 37 ], which will also support these findings regarding the learning needs of GEN students.

This study has provided a platform through which academics and GEN students can share their insights of teaching and learning experiences. The results offer a clear insight into what these students expect and need to expedite their learning and how teaching staff must respond. While participants' views were somewhat mixed in relation to the use of unfolding case studies and scaffolded learning these results demonstrate how GEN students are aware of their personal ways of learning and how this translates in terms of education needs. The sharing of these experiences provides an insightful lens through which to re-evaluate pedagogical approaches for GEN students. As such, we suggest that to meet the needs of GEN student’s not only is a blended pedagogical approach appropriate but expanding education design boundaries further through a co-design focused approach to GEN programme design.

Availability for data and materials

The datasets generated and analysed during the current study are not publicly available due privacy and ethical restrictions of the participants, but are available from the corresponding author on reasonable request.

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Macdiarmid, R., Merrick, E. & Winnington, R. Using unfolding case studies to develop critical thinking for Graduate Entry Nursing students: an educational design research study. BMC Nurs 23 , 399 (2024). https://doi.org/10.1186/s12912-024-02076-8

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What is a case study?

An effective case study is a great way to show potential clients, customers, and stakeholders how valuable your product or service is by explaining how your business solved a particularly challenging client problem.

Marketing case studies examine a single client situation in-depth and provide a detailed analysis of how your organization resolved the challenge.

The best case studies not only tell a story about your company but also contain some hard measurable metrics. This allows you to highlight your successes in a way that will make an ideal potential customer become your customer. Essentially, a case study is an effective way to learn about your business and a great marketing tool.

When looking for potential projects to use for a case study, look for ones that:

  • Involved a particular challenge that required a unique set of skills that your company possesses
  • Received special awards, press coverage or accolades
  • Involved a high profile project
  • Involved a well-known (preferably Fortune 500) brand or company

The most important element of your case study is that it must show a real-life example to relate to your target client. While a good case study showcases your company, a great case study makes the reader want to start a conversation with you.

What information should be included in a case study?

The first thing to consider is who will be reading your case studies. Messages and their delivery resonate differently, depending on who is on the receiving end. For example, a thirty-something software entrepreneur will measure success differently than a fifty-something CEO of a large corporation. Understanding your target audience will help you tell your case study in a way that will effectively speak to them.

When gathering information for your case study, interview happy customers and ask questions to your potential case study subject that align with the story you are trying to tell. No case study will be the same, and your questions will vary from client to client.

Before you contact the customer, consider interview questions so you have an idea of what you need to produce a compelling case study demonstrating your potential to succeed.

At the end of the information-gathering process, you should have a solid understanding of the following to outline how your product was the best solution for the customers’ particular challenge:

  • The client’s initial challenge
  • Why did the client choose your company
  • Your company’s approach to the problem
  • The solution and implementation process
  • The results and final measures of success

Some questions to ask your client during the initial interview:

  • Can you give a brief description of your company?
  • How did you first hear about our product or service?
  • What challenges or pain points prompted using our product? 
  • What were you looking for in a solution to your problem? 
  • Did you have any roadblocks while using our product? 

Don’t forget to talk to your colleagues and get their perspectives on the project when writing your case study. You may also want to include some quotes from internal stakeholders or project leads to make an even more compelling case study.

How do you write a case study?

When writing a case study, make sure you know who you’re talking to. Your audience, i.e. who would be interested in your product or service, should be your main focus when you create a case study. Once you’ve compiled your facts, format the story so that it will appeal to potential customers.

The format and content of case study templates vary, but in general, your business case study should look like a strong landing page: brief, pictorial, and engaging.

Xtensio’s case study template includes instructional copy to show you everything you need to know to create a real-life example of your company’s strengths. The template is organized into sections and modules designed to make your case study flow like a well-planned story and we’ve broken the template into three main sections: the snapshot, the body and the footer. 

The Snapshot

This section is designed to give a quick overview of your story and prompt readers to want to learn more. Consider it an executive summary, a book cover, or a brief description in an online store. It should have enough information to grab a potential customer’s attention, but not so much that they will stop reading. Include client details, the project name, and a brief description of the problem, as well as quantitative metrics that demonstrate your accomplishment.

You can also include the date the case study was originally published here to help potential customers identify if your product or service is a good fit for them right now. 

This section is the meat of your case study and will focus on customer results. Like any good story, it will have a beginning, a middle and an end. Classic western storytelling uses a pretty standard formula that includes a problem, the approach taken to solve it, the solution and the end results. The body of Xtensio’s case study template is divided into four key areas that align to these story elements: the Challenge, the Approach, the Solution and the Results. Here, make sure you explain using your product for a certain use case and describe how your service helped the client.

To close your case study, end with a short paragraph about who your company is, as well as your contact information. This is handy if your business case study becomes separated from your company’s website information somehow.

If you plan on sharing the case study online, make sure to add the links to your website and social media handles, using our social media module. If you are planning to print, then don’t forget to spell out the name of your website and/or add a contact phone number and email address.

Invite feedback and participation by your colleagues and the client by inviting them to collaborate on the case study template in real-time. Once you are satisfied with your case study, you can add it to your website, share it on your social channels, use it in presentations, or send out emails to potential clients. You can also download a pdf version that can be printed and shared. 

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  1. Case Study: How to Write, Examples, Types, and Templates

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  3. How to Write a Case Study

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  5. Sample Case Study Paper In Apa Format

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  6. How To Write An Introduction For A Case Study Essay

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  1. How to Write a Case Study: from Outline to Examples

    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.

  2. Writing a Case Study

    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 ...

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  4. What is a Case Study

    Instrumental Case Studies: These are conducted to understand a broader issue and use the specific case as a means to gain insights into the larger context. Collective Case Studies: Involving the study of multiple cases, this type allows for comparisons and contrasts, offering a more comprehensive view of a phenomenon or problem.

  5. How to Write a Case Study: Step-by-Step Guide & Example

    Strive to build a bridge between your case study report and existing gaps. Make sure to jot down all your ideas, opinions, notes or questions related to your research. This approach will help you build an outline and write a case study accordingly. 3. Gather Data.

  6. How to Write a Case Study

    Step 1: Select a case to analyze. After you have developed your statement of the problem and research question, the first step in writing a case study is to select a case that is representative of the phenomenon being investigated or that provides an outlier. For example, if a researcher wants to explore the impact of COVID-19 on the ...

  7. What Is a Case Study?

    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 ...

  8. How to Write a Case Study

    A case study is an in-depth analysis of a specific situation, person, event, phenomenon, time, place, or company. They look at various elements of the situation including history, trends, specific outcomes, cause and effect, etc. A case study can either be part of a larger research assignment as one of the methodologies used or be a standalone ...

  9. How to Write a Case Study

    1. Choose a case or an issue. Depending on the type of your case study (single instrumental, multiple, or intrinsic), you should pick a case, a few cases, or a problem that you'll research. If you have specified instructions, make sure that your case study is appropriate for your research question.

  10. Writing a Case Study Analysis

    Identify the key problems and issues in the case study. Formulate and include a thesis statement, summarizing the outcome of your analysis in 1-2 sentences. Background. Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study. Evaluation of the Case

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    The case can refer to a real-life or hypothetical event, organisation, individual or group of people and/or issue. Depending upon your assignment, you will be asked to develop solutions to problems or recommendations for future action. Generally, a case study is either formatted as an essay or a report. If it is the latter, your assignment is ...

  12. QUT cite|write

    Before you start writing, you need to carefully read the case study and make a note of the main issues and problems involved as well as the main stakeholders (persons or groups of persons who have an interest in the case). Case study elements. A case study response would include the following elements: Introduction. Introduce the main purpose ...

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    Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory. The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases.

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    1. Make it as easy as possible for the client. Just like when asking for reviews, it's important to make the process as clear and easy as possible for the client. When you reach out, ask if you can use their story of achievement as a case study for your business. Make the details as clear as possible, including:

  15. Case studies

    A case study is an assignment where you analyse a specific case (organisation, group, person, event, issue) and explain how the elements and complexities of that case relate to theory. You will sometimes have to come up with solutions to problems or recommendations for future action. You may be asked to write a case study as an essay, as part ...

  16. Writing for the Case Study Essay

    In a copy of your essay, delete everything except the introduction, headings, subheadings, paragraph topic sentences, and conclusion. Does the document still make sense as a whole, and indicate how your essay developes your thesis? If it does, then you know that you have coherence within your essay - congratulations!

  17. How to Write a Case Study

    1. Case Study Research. Before you start writing a good case study, it is necessary to construct an effective research methodology. Doing so will help you decide how the data will be gathered and how you will answer the research question. You must have credible sources of data to conduct your research.

  18. How To Write a Case Study: Definition, Tips and Example

    A case study is a document that focuses on a business problem and provides a clear solution. Marketers use case studies to tell a story about a customer's journey or how a product or service solves a specific issue. Case studies can be used in all levels of business and in many industries. A thorough case study often uses metrics, such as key ...

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    The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure. 1. Lane Terralever and Pinnacle at Promontory. This case study example from Lane Terralever incorporates images to support the content and effectively uses subheadings to make the piece scannable. 2.

  20. How to Write an Introduction for a Case Study Report

    The introduction should provide background information about the case and its main topic. It should be short, but should introduce the topic and explain its context in just one or two paragraphs. An ideal case study introduction is between three and five sentences. The case study must be well-designed and logical.

  21. Case Study Essay

    With that being said, here are some steps you can simply follow in order to make your case study essay a success. 1. Start with a General Introduction. The general introduction is the first thing you are going to be making for your case study essay. The introduction is used as a way or as a means to guide your audience as to what they are going ...

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    In this article, we explore the concept of a case study, including its writing process, benefits, various types, challenges, and more.. How to write a case study. Understanding how to write a case study is an invaluable skill. You'll need to embrace decision-making - from deciding which customers to feature to designing the best format to make them as engaging as possible.

  23. How to Write Case Study Essay?

    Case Study Essay Structure. The structure of an essay can be different. There should be the following main sections in your essay: Introduction. Write about the problem and why you have selected it. Data you gathered on the Internet and in other places helps you to write a good introduction. Background. Give more information on a site of your ...

  24. How to Write a Compelling Business Case Study

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  30. FREE Case Study Template

    How to create an effective Case Study with Xtensio. Click and start editing, no account or credit card required. Follow along with the instructional copy. Add charts, graphs, images, and videos to customize your case study. Drag & drop. Resize. It's the easiest editor ever. Customize everything to match your brand.