how long should case study be

In terms of the interview structure, I recommend categorizing the questions in a way that the answers flow into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, plus how they fit into the landscape of their industry. Sample questions might include:

• How long have you been in business?
• How many employees do you have?
• What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context that helps match the customer's needs with your solution. Sample questions might include:

• What challenges and objectives led you to look for a solution?
• What might have happened if you did not identify a solution?
• Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes.

Sample questions might include:

• How did you hear about our product or service?
• Who was involved in the selection process?
• What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

• How long did it take to get up and running?
• Did that meet your expectations?
• Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

• Is there a particular aspect of the product or service that you rely on most?
• Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

• How is the product or service helping you save time and increase productivity?
• In what ways does that enhance your competitive advantage?
• How much have you increased metrics X, Y, and Z?

It’s a smart idea to send a copy of your interview questions to your subject ahead of time so they can prepare strong answers and collect the numerical data you need from them.

10. Lay out your case study format.

When it comes time to take all of the information you‘ve collected and actually turn it into something useful, it’s easy to feel overwhelmed. I always do, but I also know that it works out in the end, so I just jump on in and work it through.

So where should you start? What should you include? What's the best way to structure it?

It‘s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study.

They can be very visual, which you’ll see in some of the examples we've included below, and can sometimes be communicated through video or photos with a bit of accompanying text.

Here are the sections I’d suggest, and I'll cover these in more detail after #11 below:

• Title. Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
• Subtitle. Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
• Executive Summary . A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
• About the Subject. An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
• Challenges and Objectives. A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
• How Product/Service Helped. A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
• Results. A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
• Supporting Visuals or Quotes. Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
• Future Plans. Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
• Call-to-Action (CTA). Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible.

Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you‘ve completed your case study, it’s time to publish and promote it.

Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas.

Lead Gen in a Blog Post

As stated earlier, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF.

To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client‘s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people to it from your homepage with a “Case Studies” or “Testimonials” button along your homepage's top navigation bar.

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

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How Long Should A Case Study Be?

What’s the ideal case study length.

If your case study is too long… your leads might not look at it, never mind read or watch it.

But if a case study is too short… it may lack the details it needs to persuade leads that you’re the one and best choice for them.

So how long should your case study be?

Fortunately, research gives us some guidelines for case study length on the written side of things.

According to a DocSend report of 34 million content interactions , for example, case studies should be two to five pages in length.

They advise:

“Try to get [your text] into a piece of sales content just 2-5 pages in length, total. Based on our analysis, completion rate for case studies of that length was highest across all content types….”

Did you catch that last bit? Case studies in that range have the highest completion rate over ANY content type shared with DocSend —blog posts, brochures, whitepapers… the works!

Still, two to five pages is a *very* broad range. And what does a ‘page’ mean? Does that mean your case study should be 600 words? 1,200? 2,000? Does word count even matter?

Unfortunately, the only answer to this question is: it depends! Different lengths can play better or worse in different scenarios.

Let’s unpack what that looks like, practically—and how you can arrive at the right decision on length for your use case.

Your case study must be long enough to tell the story

One factor to consider when deciding on the “right” length for your case study is the story you want to tell.

As any campfire enthusiast will tell you, some great stories are long; others are short.

For example, we recently completed a case study for a client that came in at a whopping 1,838 words.

Why so long?

Quite simply, the story was complex, and the writer needed all 1,838 words to tell it.

This high-profile project involved six different creative teams, each playing a different role—all of whom needed to be spotlighted.

The project also garnered a lot of media attention and some jaw-dropping results, which we also wanted to hit on.

In short, everything in that case study needed to be there.

In contrast, the same writer wrote a case study for a different project that clocked in at a brisk 650 words. Here, the story was simpler—with fewer actors and a more straightforward solution—and 650 words was more than enough.

In summary, your case studies should be as long as they need to be to tell the story.

Which isn’t a terribly helpful guideline, I know.

So let’s look at a couple other factors you should consider when deciding on length.

Align case study length with your target audience

You can look at case studies through two different (although related) lenses: 1) whom you’re targeting and 2) how you’ll use them.

Let’s look at targeting first.

We can agree that executive decision makers want different things from your case studies than product or service implementers.

Executive decision makers aren’t particularly interested in the nitty gritty details of your projects. They want the highlights and the results.

After all, they’re not the ones who will be implementing and managing the solution. Generally speaking, they just want to know that the product or solution will succeed. And besides, they simply don’t have time to wade into all the details.

So a shorter case study, with descriptive titles and bullet points, gives this target audience what it wants.

In contrast, implementers—or those making buy/don’t buy recommendations to the executive team—ARE interested in the details. They’re going to be the ones implementing the product or solution so they want to know everything about the strategy, steps, delivery and more.

They want a blow-by-blow account of what happened. What went well? What went wrong? How did you adapt? What was the thinking behind your decisions? What were you like to work with?

These details come forward in the solution section of a case study —so that’s where you’ll see the greatest variance in case study length.

Align case study length with your sales funnel

Another factor to consider is how you will use your case studies.

Will you use them at the top, middle or bottom of your sales/marketing funnel?

Case studies aimed at top-of-funnel leads can often be shorter. You want something that leads can absorb and scan quickly. After all, your goal at this juncture is to raise awareness of your service or product.

At this stage, leads are still researching and considering their options. Giving them all the details will be fruitless and may even confuse them.

Similarly, if you’re doing cold outreach, a short case study often makes more sense than a long one.

However, there are some exceptions . In the case of an ad campaign, for example, a longer case study might be the way to go—even though you’re marketing to top-of-funnel leads.

Why? Because ad campaigns are often targeted at specific pain points or “how to” type processes, and you’ll need a longer case study to delve into how your product or service solved that pain point.

Continuing with the same logic, case studies aimed at the middle or bottom of the sales/marketing funnel can usually be longer and more detailed.

At this later stage, leads have narrowed their list of potential vendors and are ready to get into the weeds with you.

Again, you want to give them that longer solution section that walks through each stage of the implementation process.

Here, a five-page case study (or even longer) might be what’s needed to move a lead down your funnel.

Best option: Tell the same story in different formats

So some case studies should be short; others should be long, depending on whom you’re targeting and how you’ll use them.

But what if you want to target different audiences at different stages of your funnel?

In this scenario, your best option is to tell the same story in different formats.

Let me use a food analogy to explain.

Sometimes you’re hungry for an entire meal. Other times, you want a snack.

If you’re uncertain, you may only take a nibble. If you like that nibble, you might try a bite. If that tastes good, you may move on to eat the entire meal.

It’s the same with case studies.

A story can be as short as a testimonial when a pinch of proof is all that’s needed.

But the same story can be told as a full-blown written or video case study when a meal is called for.

These nibbles, bites, snacks and meals can also work together.

A short 15-second video  might gain attention for a larger piece that tells the full story and gets into the “how” of a project.

A two-sentence teaser in a newsletter might cause a lead to click through to your longer case study to get all the details.

Telling the same study in all these multiple formats might sound like a slog—but, it’s not at all.

Most of the work in creating a case study is in devising strategy, getting buy in, performing research and conducting great interviews.

Once you’ve navigated these challenges, telling the story in multiple ways is easier.

You don’t have to start with the longest asset (although that’s what we usually recommend).

Once you have it, creating other, shorter versions is much easier than starting from scratch.

(That’s why we offer a discount for case study packages that include different formats of the same customer success story.)

Example: Loganix

To better understand these formats, let’s look at one customer success story we told six different ways:

Narrative case study

Snapshot case study, html teaser, image cards.

This is the story of Loganix and its customer Rankings.io.

Loganix provides citation building and local search marketing solutions to agencies and publishers around the world.

Its customer, Rankings.io, helps elite personal injury firms dominate first page Google rankings.

In this customer success story, Loganix helped Rankings.io get seven times more keywords on the first page of Google through its citation building services.

Let’s start with the  narrative case study  for this success story.

Here’s the cover page:

As you might expect, this detailed case study describes the challenges, solutions and results.

But the bulk of the case study is in the solutions section , where we really dig into the details of why and how Loganix was able to help Rankings.io obtain such great results.

This section details key differentiators that made all the difference for this project , such as Loganix’s strong relationships with publishers and its hands-on approach.

Why do we go into so much detail into the WHY and HOW of this customer success story?

Because this case study format is designed for those who will be working closely with Loganix—or those recommending whether to choose Loganix or some other agency. They need these details to help them evaluate whether Loganix is the right choice for them.

Including all these details makes our narrative case studies the equivalent of a meal, for those who are hungry to learn everything.

We also created a  snapshot case study  for this same customer success story.

This format is significantly shorter, hitting the highlights without going into all the details. The solution section in particular is shorter.

To make the point, here’s a page from that section:

I’ve circled the same points as in the narrative version of this case study, but here they’re abbreviated, as you can see.

By reducing these points to a couple of lines, we’ve made this case study more digestible and scannable. It’s perfect for busy executives who just want the highlights or top-of-funnel leads who are still discovering their options.

If the narrative case study is a full sitdown meal, the snapshot is like a meal you can eat on the run—satisfying but quick.

We also created a slide deck for the same customer success story.

The slide deck tells the same story but hits the highest points only.

After all, the idea isn’t to have leads sit down and read the slides but for the sales team to present them and provide context verbally.

Here’s the slide where we boiled down the challenges that Rankings.io faced to three bullet points:

While this slide deck is brief and to the point, it still includes important social proof, such as quotes from the customer:

If we return to our food metaphor, the slide deck is equivalent to a snack—it gives leads a few mouthfuls to try.

If they like the taste—and want more—they can move on to the narrative or snapshot versions.

We created yet another asset for this customer success story: a HTML teaser page.

The HTML teaser is designed for Loganix’s website. It’s short enough for easy online scanning but long enough to communicate essential points.

Here’s the desktop version:

This snackable size is perfect for the web—and can again drive leads to the full story for those who want more details (note the “download the full story” call to action button at the top).

We also had the pleasure of creating some audiograms for Loganix for this story.

These audiograms consist of short audio snippets of Rankings.io’s President and Founder, Chris Dreyer, explaining how amazing Loganix is—in his own words!

These audio clips were taken directly from the interview we conducted for the case study.

Audiograms can generate interest in top-of-funnel leads while driving others to the narrative or snapshot versions for more info.

Another way for Loganix to cultivate leads with this success story is to share it on social media and in marketing campaigns.

That’s why we created image cards with testimonials that can be used in any number of ways:

Again, these little “nibbles” can be used to drive leads to longer versions of the customer success story.

Using design elements for greater versatility

We’ve talked about how different formats can be used for different points in your funnel, using Loganix’s customer success story as an example.

But we should also talk about how we use design elements to make these assets more versatile.

Sidebars, visuals, and highlighting help these assets do “double duty,” reaching audiences that they may not be exactly designed to reach.

For example, we include a sidebar of highlights in all our narrative case studies.

Here’s an example, again from Loganix (sidebar highlights circled in red):

While this narrative case study is long and detailed, this sidebar still makes it easy for busy executives or top-of-funnel leads to get the gist without reading the entire study.

It’s like embedding a snack within a sitdown meal!

This method of using design elements to increase versatility is so effective, we also use it in many of our snapshot case studies.

Here’s an example from Loganix (highlights circled in red):

Again, this side bar helps make even this shorter case study more scannable and versatile.

We use these design elements, and others, to make every asset we create more flexible and versatile.

Focus less on length and more on purpose

Unfortunately, there’s no simple answer to the question of how long your case study should be.

You have to think about the story you want to tell, whom you’re targeting and how you will use it.

If you want to get the most mileage from your case studies, best practice is to create a variety of assets to satisfy different appetites, from image cards (“nibbles”) to HTML teasers (“snacks”) to full written studies (“meals”).

At the same time, you can use design elements to make all of these assets more versatile.

So if you’re still asking yourself how long your case study should be, you may be asking the wrong question.

Instead, ask yourself how many ways you can tell the story.

Need help transforming your customer success stories into valuable marketing assets?

Contact us to start the conversation.

Head of Writing and Interviewing

Based in Vancouver, Canada, Holly is pumped to tell stories of companies succeeding and doing good in the world.

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How to Write a Case Study: A Complete Guide with Templates

Writing compelling and insightful case studies is a marketer’s biggest job, yet most get frustrated with this content. The challenge? Figuring out how to write a case study that not only highlights the company’s strongest suit but engages new clients with strategic information. If you often struggle with making case studies as more than just dry facts and figures, you’re leading your efforts to missed opportunities.

How to Write a Case Study Step-by-Step 

• Craft a Compelling Headline: Highlight the main success with a clear, direct title.
• Start with a Strong Introduction: Provide a broad overview and hook the reader.
• Discuss Unique Client Challenges: Highlight specific industry-related challenges.
• Highlight the Solution: Showcase your strategies and key results.
• Present Quantifiable Results: Use data and visuals to demonstrate impact.
• Be Clear and Concise: Stick to the point and support claims with data.
• Treat Your Case Study Like a Story: Focus on the customer’s journey and success.
• Use Direct Quotes from the Client: Add authenticity with client testimonials.
• Make the Key Takeaway Clear: Reinforce your expertise and the solution’s value.
• Include a Call to Action (CTA): Guide the reader on what to do next.
• Make It Readable: Use simple language, short paragraphs, and bullet points.
• Finalize and Proofread: Review for errors and ensure a smooth flow.

In this blog, you’ll discover a step-by-step guide that simplifies the process, making it easier to create interesting case studies. From planning to writing, I’ve got you covered. So, let’s start with some basics. 

Table of Contents

What is the format of a case study.

• How to Plan a Case Study 

How to Write a Case Study

How to summarize a case study, how to cite a case study.

A well-structured case study isn’t just a collection of facts—it’s a powerful marketing tool that tells a compelling story. Using the right format for a case study ensures that your message is clear, engaging, and impactful. 

The proper format guides readers through the narrative with hierarchy and scannability, helping them connect with your brand on a deeper level. Most importantly, it empowers you as a marketer to set clear goals for presenting your case studies and ensures you deliver the correct information effectively!

Case studies format helps you to plan and write the case study for your clients. With this outline in mind, you can create steps to complete the process of writing and publishing your case study research. There are eight components of a case study that are essential for building a layout of information in the correct order that makes sense to the viewers. 

Start with a catchy “Title” that grabs attention and an “Overview” that sets the stage. Clearly define the “Problem” your client faced, and then showcase your “Solution” in detail. Highlight the success with “Results” that are measurable and impactful. Add authenticity with “Testimonials and Quotes” from satisfied clients. Wrap it up with a firm “Conclusion” and a compelling “Call to Action” in the “About Us” section that guides the reader on what to do next. 

By following this format, you create a case study design that resonates with your audience and effectively showcases your brand’s value.

Check out the marketing case study template I’ve included below—it has a clear outline that makes it easy to see how sticking to a format can help you plan and write the entire thing.

How to Plan a Case Study 

Now comes the big part! Understanding what to include in a case study outline is just the starting point for beginners. The real challenge lies in creating a step-by-step plan to craft that outline and filling it in with the right information!

1. Set Clear Goals for Your Case Study

Before diving into how to write a case study, defining your ultimate objective is essential. Think about it—what do you want your audience to take away from this case study? For example, your goal is to showcase how your SEO strategies boosted a client’s organic traffic by 150% in just six months. This clear goal will shape your entire narrative and ensure that your case study is laser-focused on demonstrating your expertise and the value you bring.

2. Select a Client that Highlights Your Strongest Suit

Choosing the right client or subject is vital while creating case studies. Imagine you’ve worked with a small e-commerce brand struggling to rank for competitive keywords. Your strategies helped them rank on the first page and increase conversions. This is the perfect client for your case study because their success story directly showcases your SEO prowess. 

By picking a client whose experience aligns with your goals, you’ll create a case study that resonates with your target audience.

3. Reach Out to Your Client for Collaboration

Now that you’ve identified the ideal client, it’s time to reach out. Let’s say you contact your client and explain how a case study can highlight their remarkable success story. It’s a great way to spotlight a mutual collaboration based on credibility. Their buy-in is crucial; their insights and data will authenticate your case study.

4. Gather Comprehensive Data and Insights

Data is the lifeblood of any compelling case study. For instance, in your SEO case study, you’ll need to gather data on key metrics like keyword rankings, organic traffic, and conversion rates before and after implementing your strategies. Let’s say your client saw a 50% increase in organic traffic within three months of optimizing their website. Collecting this data will help you build a robust, evidence-based narrative highlighting your impact.

It’s essential to monitor the before-and-after data to track the effectiveness of implementing your strategies. 

5. Prepare Insightful Questions and Conduct Interviews

It would be best to ask the right questions to get the most out of your client interviews. Imagine asking your client, “What specific challenges were you facing with your organic search rankings before we started working together?” or “How did our SEO strategies help you achieve your business goals?” These questions will lead to detailed responses that add depth to your case study, making it more than just numbers on a page.

Always ask questions that uncover the key challenges your clients face. This way, your prospects will know when to turn to you to navigate or overcome similar obstacles in their business.

Since I’m giving an example of an SEO case study in marketing, you can try these questions to interview your existing client. Obviously, you can modify the sentences according to your industry basics, but these types of questions are fundamental for collecting structured data from your clients. 

• What were your business’s main SEO challenges before we started working together?
• Can you describe your initial expectations for implementing our SEO strategies?
• What specific SEO tactics did we implement that you found most effective?
• How did you monitor and measure the impact of these strategies on your organic traffic?
• What were the key metrics or results that stood out to you after the first three months?

6. Ask Questions That Drive the Story Forward

Impactful questions are the backbone of a strong case study. They allow you to highlight the unique value you delivered to your clients. You can effortlessly showcase your USPs within the case study by asking the right questions. 

Focus on inquiring about the effectiveness of your services and strategies, their impact, and which aspects of the solution were most beneficial. This insight will be your key to demonstrating the tangible benefits you offer your clients. 

Consider asking questions like:

• Can you share a moment when you first noticed a significant improvement in your website’s organic traffic?
• How did the increase in organic traffic impact other business areas, such as lead generation or sales?
• What feedback did your team or customers receive regarding the changes in your site’s performance?
• Looking back, what do you believe was the most critical factor in achieving these results?
• How has this success with SEO influenced your overall marketing strategy moving forward?

These types of questions encourage clients to share their experiences in a way that paints a vivid picture for your readers, making the case study more relatable and engaging.

7. Draft a Clear and Organized Outline

With all the data and insights gathered, it’s time to create a well-structured case study outline. Let’s say you start with a brief overview of your client’s business and its challenges, followed by a detailed account of the SEO strategies you implemented. Then, you showcase the results with hard data and close with client testimonials and a solid call to action. 

As mentioned above, organizing your content in a logical, easy-to-follow format will help you write a case study that not only informs but also captivates your audience.

These steps are the cornerstones of designing a case study. Once you complete this checklist, you can proceed to the next step, which is writing a case study. Since I discussed planning an SEO case study extensively, here is a case study template that perfectly illustrates the process. 

You want to create an informative case study for your prospects. But how do you make sure it’s done right? Here’s a step-by-step guide on how to write a case study that drives results.

1. Craft a Compelling Headline  

Your headline is the first thing readers see, so make it count! It should grab attention and hint at the success story you’re about to share.

How to Write a Case Study Title:

1. Highlight the Result: Showcase the critical success, like “Increased Sales by 200%.”

2. Be Clear and Direct: Make sure the headline is straightforward to grasp.

3. Use Action Words: Start with strong verbs like “How We” or “Achieved.”

4. Mention Client or Industry: Include relevant details for specificity.

5. Keep It Short: Make it concise and attention-grabbing.

2. Start with a Strong Introduction  

Kick off your case study with a broad overview that sets the stage. Provide the big picture and construct a clear narrative that draws readers in, making them eager to learn more about how you solved a significant challenge.

Look at the consulting case study template , which includes a stunning overview description and precise instructions for writing a short and compelling introduction. You can add every little detail to hook the reader.

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3. Discuss Specific Challenges of Your Client

This is where your prospect can truly connect. By highlighting unique yet specific challenges to their industry, you give them insight into issues they might not have encountered yet—or ones they’ve already faced. This way, they’ll know exactly who to turn to when similar challenges arise.

The following financial case study template provides a brief flow of the company’s common challenges in the financial analysis process. The template is almost ready to use with this domain-specific content, requiring minimal adjustments to design your case study.

4. Highlight the Solution  

Now, dive into the heart of the story. Highlight the solution you provided, and make sure to include a notable achievement or key result. This is your chance to shine!

Check out the format for presenting the implications of your service on your client’s business. The benefits should be well-written and data-driven to convince your upcoming clients. This graphic design case study format helps you understand the specific impacts a company seeks from a reputable graphic design firm.

5. Present Quantifiable Results  

When sharing the outcome, numbers speak louder than words. Present quantifiable results that clearly demonstrate the impact of your solution. Use graphs or charts to make the data easy to digest and visually appealing.

6. Be Clear and Concise  

Less is more. Stick to the point and offer just the right amount of detail to keep your readers engaged. Include data that supports your claims, but avoid overwhelming them with too much information.

Here’s a stunning sales consulting case study that uses a simple case study layout and details written in readable, plain language to gauge more utility. 

7. Treat Your Case Study Like a Story  

Focus on your customer’s journey. Think of your case study as a story in which your client is the hero, and your solution is the tool that helped them succeed. This approach will make your case study relatable and compelling.

8. Be as Specific as Possible  

Don’t be vague—details matter. Mention the specific company and its industry to let your audience know that the challenge and solution are relevant to them. The more precise you are, the more credible and trustworthy your case study will be.

Check out the sample case study below for payroll accounting. The details are clearly organized and grouped to emphasize the type of case study.

Also, the next case study template displays very specific problems that a company faces when it lacks digital marketing expertise. 

These templates make it a breeze to craft a case study that’s perfect for your niche.

9. Use Direct Quotes from the Client  

Quotes from your client add authenticity and credibility. They give readers insight into the client’s perspective and make your case study more relatable. Plus, a glowing testimonial is always a nice touch!

The following inbound marketing case study has a prominent client testimonial. With the brief instructions on this template, it’s easier for you to understand how to capture the golden words of your client and use them as a word-of-mouth strategy within the case study. 

10. Pick an Interesting Angle  

Find a unique angle that makes your case study stand out. Maybe it’s an unexpected challenge you overcame, or perhaps it’s a particularly innovative solution. Whatever it is, make it intriguing.

11. Make the Key Takeaway Crystal Clear  

Your readers should walk away with a clear understanding of the main point of your case study. This takeaway should reinforce your expertise and the value of your solution.

12. Include a Call to Action (CTA)  

Don’t leave your readers hanging—tell them what to do next! Include a compelling summary about your company, showcase your happy client base, and conclude the journey with a strong CTA, whether to contact you for a consultation, download a related resource, or learn more about your services on social media, like the following case study template design.

12. Format Professionally  

The design of the case study is just as important as the content. A well-formatted, visually appealing document makes a great impression and enhances readability. With ready-to-use niche-oriented templates, you can easily create a professional-looking case study that impresses and converts. Here is an eye-catching template for an AI assistant software case study that displays a sleek and well-navigated format.

13. Make It Readable  

Easy readability is key. Use simple language, short paragraphs, and bullet points where appropriate. Your case study should be easy to scan and digest. Follow the thirteen design principles to create a standout piece that enhances your marketing efforts.

To understand this, take a look at the following consulting case study template. 

14. Finalize and Proofread Your Case Study  

In order to excel in how to write case studies, give your case study a final review before you hit publish. Proofread carefully to catch any typos or errors, and make sure everything flows smoothly. A polished case study reflects your attention to detail and professionalism.

To effectively summarize a case study, start by completing all sections, including the introduction, challenges, solutions, and results. This approach helps marketers identify key points to highlight, making it easier to craft a succinct and engaging summary. 

One tricky thing is the length of the case study summary. So, how long should a case study summary be? 

The length of a case study summary can vary depending on the details you’re covering. Generally, it should be kept concise, usually spanning a couple of lines or up to a single page with several paragraphs. If you’re crafting a customer case study and want to flex your storytelling muscles, it’s perfectly fine for the summary to stretch to a full page.

If summarizing a case study seems daunting, try DocHipo’s advanced AI Writer tool, which effortlessly creates a crisp and concise summary.

Watch this short video to use it.

This is the last step in writing a case study analysis. Citation in a case study is the practice of giving proper credit to the sources you reference or use in your research. It helps validate your work, shows the depth of your research, and avoids plagiarism. Follow the below steps to cite a case study:

• Identify the Source: Gather details like the author, title, publication year, and where the case study was published.
• Choose a Citation Style: Follow the specific formatting style (APA, MLA, Chicago, etc.) required for your work.
• Format the Citation: Arrange the details according to the chosen citation style.
• Include In-Text Citations: Place citations within the text or paragraphs for the case study.
• Create a References List: At the end of your case study, compile all your sources in a bibliography or reference list.

For case studies, citations in APA and MLA styles are very common. If you are just beginning, then you might be confused about these case study citation formats.

Hence, take a look at the picture below, which easily comprehends the APA vs MLA citation features. 

Still feeling overwhelmed about case studies? Be stress-free with the most convenient case study maker, which saves time and allows you to present data in the most attention-grabbing way. 

Watch the video to create case studies in minutes with DocHipo’s case study maker. 

Conclusion 

To summarize, if you want to write a case study, start with a proper case study format, plan the case study, and finally write it with all the information in hand. Then, write a summary to provide an overview of your case study, and finally, add citations for reference. 

Meanwhile, if you want to design a case study, Try DocHipo templates. Sign up to explore all the case study templates. 

What is the structure of a case study?

A case study typically includes the following sections: Title, Introduction, Background, Problem Statement, Solutions, Results, and Conclusion. Each section serves to tell a comprehensive story of the business, from the issue at hand to the resolution and outcomes.

What are the 5 essential elements of a great case study?

The 5 essential elements are: 1) Clear Objective, 2) Detailed Background, 3) Specific Challenges, 4) Effective Solutions, and 5) Measurable Results. These components provide a compelling narrative that highlights the value delivered.

How to begin a case study?

Start a case study by defining the purpose and scope of the study. Introduce the subject, outline the problem, and provide background information to give readers context. This sets the stage for the detailed analysis that follows.

How to make an introduction in case study?

To craft a compelling introduction, briefly describe the subject, outline the problem they faced, and explain why the study is relevant. This section should grab the reader’s attention and make them interested in the rest of the study.

How to make a business case study?

A business case study should begin with a clear objective and background information. Identify the problem, explain the solutions implemented, and conclude with the results achieved. Use real data and quotes from stakeholders to enhance credibility.

How to write a case study step by step?

To write a case study step by step, start by identifying the case you want to explore and gathering relevant data on the subject. Outline the structure of your case study, then craft an engaging Introduction to set the context. Next, detail the Background and Challenges faced, followed by the Solutions applied. Share the Results and Conclusion to highlight the impact. Finally, edit and proofread your case study to ensure clarity and accuracy.

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How to Write a Case Study: A Breakdown of Requirements

It can take months to develop a case study. First, a topic must be chosen. Then the researcher must state his hypothesis, and make certain it lines up with the chosen topic. Then all the research must be completed. The case study can require both quantitative and qualitative research, as well as interviews with subjects. Once that is all done, it is time to write the case study.

Not all case studies are written the same. Depending on the size and topic of the study, it could be hundreds of pages long. Regardless of the size, the case study should have four main sections. These sections are:

1. Introduction

2. Background

3. Presentation of Findings

4. Conclusion

The Introduction

The introduction should set the stage for the case study, and state the thesis for the report. The intro must clearly articulate what the study's intention is, as well as how you plan on explaining and answering the thesis.

Again, remember that a case study is not a formal scientific research report that will only be read by scientists. The case study must be able to be read and understood by the layperson, and should read almost as a story, with a clear narrative.

As the reader reads the introduction, they should fully understand what the study is about, and why it is important. They should have a strong foundation for the background they will learn about in the next section.

The introduction should not be long. You must be able to introduce your topic in one or two paragraphs. Ideally, the introduction is one paragraph of about 3-5 sentences.

The Background

The background should detail what information brought the researcher to pose his hypothesis. It should clearly explain the subject or subjects, as well as their background information. And lastly, the background must give the reader a full understanding of the issue at hand, and what process will be taken with the study. Photos and videos are always helpful when applicable.

When writing the background, the researcher must explain the research methods used, and why. The type of research used will be dependent on the type of case study. The reader should have a clear idea why a particular type of research is good for the field and type of case study.

For example, a case study that is trying to determine what causes PTSD in veterans will heavily use interviews as a research method. Directly interviewing subjects garners invaluable research for the researcher. If possible, reference studies that prove this.

Again, as with the introduction, you do not want to write an extremely long background. It is important you provide the right amount of information, as you do not want to bore your readers with too much information, and you don't want them under-informed.

How much background information should a case study provide? What would happen if the case study had too much background info?

What would happen if the case study had too little background info?

The Presentation of Findings

While a case study might use scientific facts and information, a case study should not read as a scientific research journal or report. It should be easy to read and understand, and should follow the narrative determined in the first step.

The presentation of findings should clearly explain how the topic was researched, and summarize what the results are. Data should be summarized as simply as possible so that it is understandable by people without a scientific background. The researcher should describe what was learned from the interviews, and how the results answered the questions asked in the introduction.

When writing up the report, it is important to set the scene. The writer must clearly lay out all relevant facts and detail the most important points. While this section may be lengthy, you do not want to overwhelm the reader with too much information.

The Conclusion

The final section of the study is the conclusion. The purpose of the study isn't necessarily to solve the problem, only to offer possible solutions. The final summary should be an end to the story.

Remember, the case study is about asking and answering questions. The conclusion should answer the question posed by the researcher, but also leave the reader with questions of his own. The researcher wants the reader to think about the questions posed in the study, and be free to come to their own conclusions as well.

When reading the conclusion, the reader should be able to have the following takeaways:

Was there a solution provided? If so, why was it chosen?

Was the solution supported with solid evidence?

Did the personal experiences and interviews support the solution?

The conclusion should also make any recommendations that are necessary. What needs to be done, and you exactly should do it? In the case of the vets with PTSD, once a cause is determined, who is responsible for making sure the needs of the veterans are met?

English Writing Standards For Case Studies

When writing the case study, it is important to follow standard academic and scientific rules when it comes to spelling and grammar.

Spelling and Grammar

It should go without saying that a thorough spell check should be done. Remember, many case studies will require words or terms that are not in standard online dictionaries, so it is imperative the correct spelling is used. If possible, the first draft of the case study should be reviewed and edited by someone other than yourself.

Case studies are normally written in the past tense, as the report is detailing an event or topic that has since passed. The report should be written using a very logical and clear tone. All case studies are scientific in nature and should be written as such.

The First Draft

You do not sit down and write the case study in one day. It is a long and detailed process, and it must be done carefully and with precision. When you sit down to first start writing, you will want to write in plain English, and detail the what, when and how.

When writing the first draft, note any relevant assumptions. Don't immediately jump to any conclusions; just take notes of any initial thoughts. You are not looking for solutions yet. In the first draft use direct quotes when needed, and be sure to identify and qualify all information used.

If there are any issues you do not understand, the first draft is where it should be identified. Make a note so you return to review later. Using a spreadsheet program like Excel or Google Sheets is very valuable during this stage of the writing process, and can help keep you and your information and data organized.

The Second Draft

To prepare the second draft, you will want to assemble everything you have written thus far. You want to reduce the amount of writing so that the writing is tightly written and cogent. Remember, you want your case study to be interesting to read.

When possible, you should consider adding images, tables, maps, or diagrams to the text to make it more interesting for the reader. If you use any of these, make sure you have permission to use them. You cannot take an image from the Internet and use it without permission.

Once you have completed the second draft, you are not finished! It is imperative you have someone review your work. This could be a coworker, friend, or trusted colleague. You want someone who will give you an honest review of your work, and is willing to give you feedback, whether positive or negative.

Remember, you cannot proofread enough! You do not want to risk all of your hard work and research, and end up with a final case study that has spelling or grammatical errors. One typo could greatly hurt your project and damage your reputation in your field.

All case studies should follow LIT – Logical – Inclusive – Thorough.

The case study obviously must be logical. There can be no guessing or estimating. This means that the report must state what was observed, but cannot include any opinion or assumptions that might come from such an observation.

For example, if a veteran subject arrives at an interview holding an empty liquor bottle and is slurring his words, that observation must be made. However, the researcher cannot make the inference that the subject was intoxicated. The report can only include the facts.

With the Genie case, researchers witnessed Genie hitting herself and practicing self-harm. It could be assumed that she did this when she was angry. However, this wasn't always the case. She would also hit herself when she was afraid, bored or apprehensive. It is essential that researchers not guess or infer.

In order for a report to be inclusive, it must contain ALL data and findings. The researcher cannot pick and choose which data or findings to use in the report.

Using the example above, if a veteran subject arrives for an interview holding an empty liquor bottle and is slurring his words; any and all additional information that can be garnered should be recorded. For instance, what the subject was wearing, what was his demeanor, was he able to speak and communicate, etc.

When observing a man who might be drunk, it can be easy to make assumptions. However, the researcher cannot allow personal biases or beliefs to sway the findings. Any and all relevant facts must be included, regardless of size or perceived importance. Remember, small details might not seem relevant at the time of the interview. But once it is time to catalog the findings, small details might become important.

The last tip is to be thorough. It is important to delve into every observation. The researcher shouldn't just write down what they see and move on. It is essential to detail as much as possible.

For example, when interviewing veteran subjects, there interview responses are not the only information that should be garnered from the interview. The interviewer should use all senses when detailing their subject.

How does the subject appear? Is he clean? How is he dressed?

How does his voice sound? Is he speaking clearly and making cohesive thoughts? Does his voice sound raspy? Does he speak with a whisper, or does he speak too loudly?

Does the subject smell? Is he wearing cologne, or can you smell that he hasn't bathed or washed his clothes? What do his clothes look like? Is he well dressed, or does he wear casual clothes?

What is the background of the subject? What are his current living arrangements? Does he have supportive family and friends? Is he a loner who doesn't have a solid support system? Is the subject working? If so, is he happy with the job? If he is not employed, why is that? What makes the subject unemployable?

Case Studies in Marketing

We have already determined that case studies are very valuable in the business world. This is particularly true in the marketing field, which includes advertising and public relations. While case studies are almost all the same, marketing case studies are usually more dependent on interviews and observations.

Well-Known Marketing Case Studies

DeBeers is a diamond company headquartered in Luxembourg, and based in South Africa. It is well known for its logo, "A diamond is forever", which has been voted the best advertising slogan of the 20 th century.

Many studies have been done about DeBeers, but none are as well known as their marketing case study, and how they positioned themselves to be the most successful and well-known diamond company in the world.

DeBeers developed the idea for a diamond engagement ring. They also invented the "eternity band", which is a ring that has diamonds going all around it, signifying that long is forever.

They also invented the three-stone ring, signifying the past, present and future. De Beers was the first company to attribute their products, diamonds to the idea of love and romance. They originated the idea that an engagement ring should cost two-months salary.

The two-month salary standard is particularly unique, in that it is totally subjective. A ring should mean the same whether the man makes $25,000 a year or $250,000. And yet, the standard sticks due to DeBeers incredible marketing skills.

The De Beers case study is one of the most famous studies when it comes to both advertising and marketing, and is used worldwide as the ultimate example of a successful ongoing marketing campaign.

Planning the Market Research

The most important parts of the marketing case study are:

1. The case study's questions

2. The study's propositions

3. How information and data will be analyzed

4. The logic behind what is being proposed

5. How the findings will be interpreted

The study's questions should be either "how" or "why" questions, and their definitions are the researchers first job. These questions will help determine the study's goals.

Not every case study has a proposition. If you are doing an exploratory study, you will not have propositions. Instead, you will have a stated purpose, which will determine whether your study is successful, or not.

How the information will be analyzed will depend on what the topic is. This would vary depending on whether it was a person, group, or organization. Event and place studies are done differently.

When setting up your research, you will want to follow case study protocol. The protocol should have the following sections:

1. An overview of the case study, including the objectives, topic and issues.

2. Procedures for gathering information and conducting interviews.

3. Questions that will be asked during interviews and data collection.

4. A guide for the final case study report.

When deciding upon which research methods to use, these are the most important:

1. Documents and archival records

2 . Interviews

3. Direct observations (and indirect when possible)

4. Indirect observations, or observations of subjects

5. Physical artifacts and tools

Documents could include almost anything, including letters, memos, newspaper articles, Internet articles, other case studies, or any other document germane to the study.

Developing the Case Study

Developing a marketing case study follows the same steps and procedures as most case studies. It begins with asking a question, "what is missing?"

1. What is the background of the case study? Who requested the study to be done and why? What industry is the study in, and where will the study take place? What marketing needs are you trying to address?

2. What is the problem that needs a solution? What is the situation, and what are the risks? What are you trying to prove?

3. What questions are required to analyze the problem? What questions might the reader of the study have?

4. What tools are required to analyze the problem? Is data analysis necessary? Can the study use just interviews and observations, or will it require additional information?

5. What is your current knowledge about the problem or situation? How much background information do you need to procure? How will you obtain this background info?

6. What other information do you need to know to successfully complete the study?

7. How do you plan to present the report? Will it be a simple written report, or will you add PowerPoint presentations or images or videos? When is the report due? Are you giving yourself enough time to complete the project?

Formulating the Marketing Case Study

1. What is the marketing problem? Most case studies begin with a problem that management or the marketing department is facing. You must fully understand the problem and what caused it. That is when you can start searching for a solution.

However, marketing case studies can be difficult to research. You must turn a marketing problem into a research problem. For example, if the problem is that sales are not growing, you must translate that to a research problem.

What could potential research problems be?

Research problems could be poor performance or poor expectations. You want a research problem because then you can find an answer. Management problems focus on actions, such as whether to advertise more, or change advertising strategies. Research problems focus on finding out how to solve the management problem.

Method of Inquiry

As with the research for most case studies, the scientific method is standard. It allows you to use existing knowledge as a starting point. The scientific method has the following steps:

1. Ask a question – formulate a problem

2. Do background research

3. Formulate a problem

4. Develop/construct a hypothesis

5. Make predictions based on the hypothesis

6. Do experiments to test the hypothesis

7 . Conduct the test/experiment

8 . Analyze and communicate the results

The above terminology is very similar to the research process. The main difference is that the scientific method is objective and the research process is subjective. Quantitative research is based on impartial analysis, and qualitative research is based on personal judgment.

Research Method

After selecting the method of inquiry, it is time to decide on a research method. There are two main research methodologies, experimental research and non-experimental research.

Experimental research allows you to control the variables and to manipulate any of the variables that influence the study.

Non-experimental research allows you to observe, but not intervene. You just observe and then report your findings.

Research Design

The design is the plan for how you will conduct the study, and how you will collect the data. The design is the scientific method you will use to obtain the information you are seeking.

Data Collection

There are many different ways to collect data, with the two most important being interviews and observation.

Interviews are when you ask people questions and get a response. These interviews can be done face-to-face, by telephone, the mail, email, or even the Internet. This category of research techniques is survey research. Interviews can be done in both experimental and non-experimental research.

Observation is watching a person or company's behavior. For example, by observing a persons buying behavior, you could predict how that person will make purchases in the future.

When using interviews or observation, it is required that you record your results. How you record the data will depend on which method you use. As with all case studies, using a research notebook is key, and will be the heart of the study.

Sample Design

When developing your case study, you won't usually examine an entire population; those are done by larger research projects. Your study will use a sample, which is a small representation of the population. When designing your sample, be prepared to answer the following questions:

1. From which type of population should the sample be chosen?

2. What is the process for the selection of the sample?

3. What will be the size of the sample?

There are two ways to select a sample from the general population; probability and non-probability sampling. Probability sampling uses random sampling of everyone in the population. Non-probability sampling uses the judgment of the researcher.

The last step of designing your sample is to determine the sample size. This can depend on cost and accuracy. Larger samples are better and more accurate, but they can also be costly.

Analysis of the Data

In order to use the data, it first must be analyzed. How you analyze the data should be decided upon as early in the process as possible, and will vary depending on the type of info you are collecting, and the form of measurement being used. As stated repeatedly, make sure you keep track of everything in the research notebook.

The Marketing Case Study Report

The final stage of the process is the marketing case study. The final study will include all of the information, as well as detail the process. It will also describe the results, conclusions, and any recommendations. It must have all the information needed so that the reader can understand the case study.

As with all case studies, it must be easy to read. You don't want to use info that is too technical; otherwise you could potentially overwhelm your reader. So make sure it is written in plain English, with scientific and technical terms kept to a minimum.

Using Your Case Study

Once you have your finished case study, you have many opportunities to get that case study in front of potential customers. Here is a list of the ways you can use your case study to help your company's marketing efforts.

1. Have a page on your website that is dedicated to case studies. The page should have a catchy name and list all of the company's case studies, beginning with the most recent. Next to each case study list its goals and results.

2. Put the case study on your home page. This will put your study front and center, and will be immediately visible when customers visit your web page. Make sure the link isn't hidden in an area rarely visited by guests. You can highlight the case study for a few weeks or months, or until you feel your study has received enough looks.

3. Write a blog post about your case study. Obviously you must have a blog for this to be successful. This is a great way to give your case study exposure, and it allows you to write the post directly addressing your audience's needs.

4 . Make a video from your case study. Videos are more popular than ever, and turning a lengthy case study into a brief video is a great way to get your case study in front of people who might not normally read a case study.

5. Use your case study on a landing page. You can pull quotes from the case study and use those on product pages. Again, this format works best when you use market segmentation.

6. Post about your case studies on social media. You can share links on Twitter, Facebook and LinkedIn. Write a little interesting tidbit, enough to capture your client's interest, and then place the link.

7 . Use your case study in your email marketing. This is most effective if your email list is segmented, and you can direct your case study to those most likely to be receptive to it.

8. Use your case studies in your newsletters. This can be especially effective if you use segmentation with your newsletters, so you can gear the case study to those most likely to read and value it.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

Home Blog Business How to Present a Case Study: Examples and Best Practices

How to Present a Case Study: Examples and Best Practices

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post! 

Table of Content s

Why Case Studies are a Popular Marketing Technique 

Popular case study format types, how to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .

Let’s start with this great case study definition by the University of South Caroline:

In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.

In simpler terms — a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.

A standard business case study provides insights into:

• General business/market conditions 
• The main problem faced 
• Methods applied 
• The outcomes gained using a specific tool or approach

Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm. 

But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a case study, plus share several case study PowerPoint templates and design tips! 

Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.

A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist). 

For the above purpose, case studies work like a charm. Per the same report: 

• For 9% of marketers, case studies are also the best method for nurturing leads. 
• 23% admit that case studies are beneficial for improving conversions. 

Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credit. 

Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject. 

Most case studies come either as a slide deck or as a downloadable PDF document. 

Typically, you have several options to distribute your case study for maximum reach:

• Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc. 
• Dedicated website page — highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

• Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell. 
• Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.

Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data. 

But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it. 

1. Identify the Problem 

Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.

Be sure to mention: 

• What’s the purpose of the case study? What will the audience learn? 
• Set the scene. Explain the before, aka the problems someone was facing. 
• Advertise the main issues and findings without highlighting specific details.

The above information should nicely fit in several paragraphs or 2-3 case study template slides

2. Explain the Solution 

The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after. 

Here are some writing prompts to help you articulate this better:

• State the subject’s main objective and goals. What outcomes were they after?
• Explain the main solution(s) provided. What was done? Why this, but not that? 
• Mention if they tried any alternatives. Why did those work? Why were you better?

This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.

3. Collect Testimonials 

Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making. 

So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.

4. Package The Information in a Slide Deck

Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information. 

As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.

For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.

Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides. 

Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong case study, follow these quick techniques. Alternatively, you can learn how to present a business case here.

Focus on Telling a Great Story

A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed. 

The premises of your story can be as simple as:

• Help with overcoming a hurdle
• Gaining major impact
• Reaching a new milestone
• Solving a persisting issue no one else code 

Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable. 

Experiment with Copywriting Formulas 

Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas. 

To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:

• AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more. 
• PADS — is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option. 
• 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes. 

Take an Emotion-Inducing Perspective

The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through. 

One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example: 

• A business owner went to the bank
• A business owner came into a bank branch 

In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches. 

One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:

• Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
• Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
• Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
• Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
• Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
• Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.

In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.

Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as: 

• A product demo/preview
• Processes chart 
• Call-out quotes or numbers
• Custom illustrations or graphics 
• Customer or team headshots 

Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.

To better understand how to create an effective business case study, let’s explore some examples of successful case studies:

Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.

Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.

Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.

Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.

Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.

These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.

Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-minute refinements! 

1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.

Use This Template

2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

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

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

What Is a Case Study?

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

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

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

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

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

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

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

Types of Case Studies

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

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

Need a compelling case study? EssayPro has got you covered. Our experts are ready to provide you with detailed, insightful case studies that capture the essence of real-world scenarios. Elevate your academic work with our professional assistance.

Case Study Format

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

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

How to Write a Case Study

Let's discover how to write a case study.

Setting Up the Research

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

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

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

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

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

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Case Study Outline

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

Introduction

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

Writing a Case Study Draft

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

Use Data to Illustrate Key Points in Your Case Study

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

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

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

Finalizing the Draft: Checklist

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

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

Problems to avoid:

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

How to Create a Title Page and Cite a Case Study

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

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

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

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

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

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.

Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.

Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

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

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

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

Get Help Form Qualified Writers

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

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Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. Request ' write my case study ' assistance from our service.

What Is A Case Study?

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

Daniel Parker

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

is an expert in nursing and healthcare, with a strong background in history, law, and literature. Holding advanced degrees in nursing and public health, his analytical approach and comprehensive knowledge help students navigate complex topics. On EssayPro blog, Adam provides insightful articles on everything from historical analysis to the intricacies of healthcare policies. In his downtime, he enjoys historical documentaries and volunteering at local clinics.

Bradley Schnitzer

Email Marketing Consultant

How Long Should a Case Study Be? (The Marketing Kind)

One of the most common questions that newer copywriters and business owners alike ask is…

“How long should my email/sales letter/about page/any other kind of copy be?”

Fair question. Length — whether word count or page count — gives the person writing the piece some superficial sense of how long it will take, how deep the copy should go, what to cover, and so on.

Some dismissively claim that you shouldn’t think in terms of length. They have a point, but folks need guidelines.

In this post, I want to share with you some length suggestions for case studies.

Case Study Length: It Depends, But…

The copywriter’s favorite answer to “how long should this piece of copy be?” is “It depends.”

Kind of like I just said.

But wait, what about specific length guidelines?

Stay with me here.

The above is mostly true. You aren’t writing a college essay that has to be 3,000 words or you fail the class.

Instead, you’re writing to accomplish a goal — and with case studies (or really any piece of copy), that goal is to push your customer further along the scale of awareness and get them to take action (buy, book a consultation, schedule demo, etc.)

So when it comes to case studies, it’s more important the key elements are there—background, problem, initial objections, success, results, and CTA.

You want your case study to get your customers excited to buy from you more than you want it to be X words long.

But that’s not the most helpful advice to someone running a non-copywriting business.

Duh , you want people to buy from you. You’re not spending hours writing the case study (or hundreds to thousands hiring a copywriter to do so) because you enjoy writing or shelling out cash.

And your customers aren’t reading case studies solely because they enjoy the wonderful prose flowing from you or your copywriter’s fingertips (although copy that pulls you in is a plus).

There are a few length guidelines you should follow, based on my experience.

Case Study Length Guidelines

Everyone likes juicy, long-form, 3,000 downloadable assets packed with images and infographics.

Whether you package your case studies as downloadable assets or post them on your website, though, they should be nowhere near that long.

I’d say 1,600 words is the upper limit for a case study. Any longer, and you’re adding unnecessary details.

And unnecessary details lose the reader’s interest.

Like any direct response copy, you need to grab the reader by the eyeballs and drag those eyeballs down the page. Fluff doesn’t cut it.

An ideal range, in my opinion, would be 500-1200 depending on your business, industry, customer, and other circumstances surrounding the sale or engagement. That’s just body copy, too — not infographics, images, or big block quotes/testimonials.

That gives room to provide enough details in each section so the reader can identify with the “happy client,” learn more about you and your process, and find out why they should buy from you.

If you aren’t sure if your case study length is good, here’s an email copywriting rule I learned from email copywriter Chris Orzechowski you could apply to case studies:

Write the thing, then cut 10% of the word count.

No need to follow that to a Tee. It’s a general guideline, but it helps you hunt down fluff. Use it alongside your own judgment.

Real quick examples:

Someone who wants a more narrative-driven, personal, “success story” style of case study might need to approach 1,600ish words to really draw out the pain from “before”, the process, and the “after”. For instance, if your product/service involves a more personal relationship.

If you’re a large B2B serving enterprise client, you might not go with this style. Erring on the shorter side and providing more of the facts with a touch of emotion is usually the better option.

Case Studies: Not Too Long, But Not Too Short

Ultimately, case studies are designed to inform prospects, give them transparency into how your product/service works, and drive them to buy.

But length is still important. Case studies should rarely (there are always exceptions) go above 1,000 words, and if they do, you probably have some fluff floating around in there.

Aim for 500-750. Try to cut 10% after writing it. Combine that with good storytelling, and you’ll have a case study that pulls the reader excitedly down the page.

Need a case study, but you don’t have the time/energy/desire to do it yourself? Don’t feel guilty. That’s what I’m here for! Contact me today .

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How to Write a Case Study Analysis

Before writing a case study analysis, it is important to identify a relevant subject and research problem. While preparing to write, the author should critically assess the potential problem and the need for in-depth analysis. For example, hidden problems, outdated information, or a feasible recommendation are all indications that a problem lends itself to a case study. The introduction should not only include a problem statement but should also note its importance, provide background information, supply a rationale for applying a case study method, and suggest potential advancement of knowledge in the given field.

Literature Review

The key purpose of the literature review in a case study analysis is to present the historical context of a problem and its background based on academic evidence. Synthesis of existing studies contributes to the subsequent substantial aspects that should be taken into account:

• Identify the context of the problem under consideration and locate related studies, showing the link between them. Each of the academic pieces used to write a case study should make a particular contribution to understanding or resolving the target problem.
• Connect all the studies together and provide a critical appraisal. One of the most common mistakes is to merely present existing evidence without any analysis or clarification of how one or another research investigation relates to the problem.
• Discover and discuss any gaps in the literature, demonstrating how the case study adds more value and credibility to the available evidence. For example, if the case study focuses on strategies used to promote feminism, it is possible to explore the gap of how this movement is developing in the Middle East, where it is not as evident as in Western countries.
• Identify conflicts and contradictory issues that can be found in the literature. This helps in coming closer to the resolution of the problem. If, for example, two different approaches are regarded as mutually exclusive in one study, and the same approaches are considered compatible in another, it is an evident conflict. A discussion of such contradictory issues should be placed in the case study to suggest feasible solutions.
• Locate the case study in the context of the literature and within the larger scale. More to the point, by synthesizing the pertinent literature and indicating the role of the case study, the researcher shows that he or she has made essential efforts toward addressing the problem.

In this section, it is important to clarify why a specific subject and problem were chosen for study. A range of subjects is possible, and the type chosen will impact how the method will be described. The key types of subjects include phenomena, places, persons, and events.

• The investigation of a phenomenon as a target of a case study implies that certain facts or circumstances exist and require change and improvement. The behavioral and social sciences often require the study of challenging issues such as the causes of high employee turnover or a low level of motivation on the part of managers. In such a case, cause-and-effect relationships should be established to evaluate the environment.
• If an accident or event composes the basis of the case study, its time and place will set the specifics of the research. A rare or critical event as well as any one of a number of common situations may be selected; in any case, a rationale should be provided to support the choice. As a rule, rare events require forging a new way of thinking regarding the occurrence, while dealing with a commonly encountered situation is associated with challenging existing hypotheses. In both types of cases, the following elements should be included in the case analysis: timeframe, circumstances, and consequences.
• A focus on a person as the subject of a study refers to scrutinizing the individual’s experience, relationships, and behaviors. For example, a discussion of Mark Zuckerberg as the creator of Facebook requires identifying the background, conflicts, and positive and negative consequences of his contributions to society.
• A place as the subject of a case study should be special, and it should be clear to readers why a particular area or neighborhood was chosen. What is, for example, the aim of focusing on China and Japan instead of the United States when exploring homelessness issues?

An important part of case study research or development in the field of the social and behavioral sciences involves discussing and interpreting findings. Therefore, after a thorough literature review, it is necessary to compare, reiterate, and revise the findings based on the experiences reported in previous studies along with the writer’s personal understanding of the subject studied.

• The discussion section may start with a brief summary of the findings that are of the greatest importance and particularly thought-provoking.
• The results should be assessed in terms of the hypothesis and objectives of the research. Briefly reiterating these, indicate whether the data obtained have confirmed the hypothesis, the goal has been achieved, and the research tasks have been addressed.
• The researcher should indicate how the findings are consistent with the conclusions of other researchers and theories described in the literature review. Comparing and contrasting the findings with the articles mentioned in the literature review will be beneficial as this will support the importance of the new study.
• To identify the possibilities and ways of applying the results to solve practical problems, recommendations for practical implementation should be as specific as possible and describe actions that organizations or individuals can take to put the findings into practice.
• The advantages of the research methodology used and the limitations of the generalization of the results obtained should be clarified. Such a discussion is especially necessary in a case study since it demonstrates an understanding of methodological nuances.
• It is advantageous to outline the prospects and suggestions for further research on the given problem to expand the scope of application of the results. It is also crucial to point out possible ways to improve the methodology and organization of a case study analysis.

In the conclusion, restating the key findings and noting their importance is essential to allow readers to understand the key points of the case study report. The conclusion should be written concisely, including a description of the problem and elaborating on solutions while presenting the expected future effect of the actions proposed for practical implementation. While the body of the case study paper focuses on details, the conclusion contains a generalized scope of the research problem. However, overgeneralization as well as failure to specify limitations should be avoided. Only the documentary evidence serves as a basis for assumptions, and the statement of limitations will help preclude unjustified conclusions.

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Writing a case report in 10 steps

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• Victoria Stokes , foundation year 2 doctor, trauma and orthopaedics, Basildon Hospital ,
• Caroline Fertleman , paediatrics consultant, The Whittington Hospital NHS Trust
• victoria.stokes1{at}nhs.net

Victoria Stokes and Caroline Fertleman explain how to turn an interesting case or unusual presentation into an educational report

It is common practice in medicine that when we come across an interesting case with an unusual presentation or a surprise twist, we must tell the rest of the medical world. This is how we continue our lifelong learning and aid faster diagnosis and treatment for patients.

It usually falls to the junior to write up the case, so here are a few simple tips to get you started.

First steps

Begin by sitting down with your medical team to discuss the interesting aspects of the case and the learning points to highlight. Ideally, a registrar or middle grade will mentor you and give you guidance. Another junior doctor or medical student may also be keen to be involved. Allocate jobs to split the workload, set a deadline and work timeframe, and discuss the order in which the authors will be listed. All listed authors should contribute substantially, with the person doing most of the work put first and the guarantor (usually the most senior team member) at the end.

Getting consent

Gain permission and written consent to write up the case from the patient or parents, if your patient is a child, and keep a copy because you will need it later for submission to journals.

Information gathering

Gather all the information from the medical notes and the hospital’s electronic systems, including copies of blood results and imaging, as medical notes often disappear when the patient is discharged and are notoriously difficult to find again. Remember to anonymise the data according to your local hospital policy.

Write up the case emphasising the interesting points of the presentation, investigations leading to diagnosis, and management of the disease/pathology. Get input on the case from all members of the team, highlighting their involvement. Also include the prognosis of the patient, if known, as the reader will want to know the outcome.

Coming up with a title

Discuss a title with your supervisor and other members of the team, as this provides the focus for your article. The title should be concise and interesting but should also enable people to find it in medical literature search engines. Also think about how you will present your case study—for example, a poster presentation or scientific paper—and consider potential journals or conferences, as you may need to write in a particular style or format.

Background research

Research the disease/pathology that is the focus of your article and write a background paragraph or two, highlighting the relevance of your case report in relation to this. If you are struggling, seek the opinion of a specialist who may know of relevant articles or texts. Another good resource is your hospital library, where staff are often more than happy to help with literature searches.

How your case is different

Move on to explore how the case presented differently to the admitting team. Alternatively, if your report is focused on management, explore the difficulties the team came across and alternative options for treatment.

Finish by explaining why your case report adds to the medical literature and highlight any learning points.

Writing an abstract

The abstract should be no longer than 100-200 words and should highlight all your key points concisely. This can be harder than writing the full article and needs special care as it will be used to judge whether your case is accepted for presentation or publication.

Discuss with your supervisor or team about options for presenting or publishing your case report. At the very least, you should present your article locally within a departmental or team meeting or at a hospital grand round. Well done!

Competing interests: We have read and understood BMJ’s policy on declaration of interests and declare that we have no competing interests.

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How Long Should a UX Case Study or Portfolio Be so it Stands Out to Recruiters?

By: Sarah Doody on June 10, 2023

If you’re trying to make your UX case study a certain number of words or make it fit on a single page, then you’re doing it wrong. Every case study is different. This is why you must stop focusing on length. Instead, you must think like a designer and determine whether or not the case study feels too long.

Subjective? Yes. But design is subjective and though we have best practices, trying to apply rules such as the number of words a case study should be simply doesn’t make sense. 

In this article, we’ll explore practical things you can do to make sure your UX case studies don’t feel overwhelming or too long. By applying these tips, you’ll ensure that your user s, hiring managers and recruiters, aren’t overwhelmed and instead, are engaged with your case study and want to learn more about you as a candidate.

Before we go into more detail let’s get one thing clear, UX case studies have different purposes. It might be for your UX portfolio, or an article, or for your website, or to help you prepare for a performance review. The point of a UX case study is to explain the details of a project you worked on. Ideally, the UX case study goes beyond what you did and screenshots of deliverables. Instead, an effective UX case study should explain the problem, process, and outcome. 

This article will focus on UX case studies as they relate to UX portfolios and how they are used by UX recruiters and hiring managers in the candidate screening, interviewing, and hiring process. 

There is no “right” length for a UX case study 

Imagine there was a UX rule that said, “A website’s homepage can be no longer than 1,500 pixels tall.” A rule such as this would be completely absurd. Why? Every homepage is different. The purpose, audience, tone, goal, and vibe of each homepage is different. Trying to make every single homepage be the same length fails to consider an important element of design, the element of context. The context of the people and situation we’re designing for will impact the length of the homepage because the message and way we communicate that message will vary.

Design is subjective. Of course, we have best practices, but the best designers I know do not operate on a set of rules – a paint-by-number process for designing. Instead, the best designers I know consider the context of what they are creating and who they are creating it for. The best designers I know always ask “why” and seek to justify their design decisions. 

As a UX professional, you must train yourself to always consider the context. If you don’t know the context, then you need to put on your research hat and figure it out. When it comes to UX case studies, you must consider the 3 users of your UX portfolio . 

In the UX job search and interview process, we know that recruiters and hiring managers are busy. Every single person involved in interviewing and possibly hiring you will not read every word of your UX case study. However, you can increase the chances that your UX portfolio stands out when you consider not the literal word count of your case studies and portfolio but instead, how long does it feel? 

Instead of Length, Consider the UX of Your UX Case Studies

Stop focusing on the literal word count of your UX case studies. Instead, start focusing on how long the case study feels. To write a successful case study , I recommend that you literally write it out in a Google Doc first. Why? Because this forces you to focus on the content first. I even do this when I’m creating a workshop or conference talk. By focusing on the content first, I ensure that the message is clear and I don’t forget any important details. 

When it comes to your UX portfolio, consider the written case study that you have in a Google Doc as the wireframe. Then, after you have the story of what you did and why you did it, you have to consider how you will lay that out in a way that is easy for the user of your UX portfolio to skim and scan as they evaluate your skills and experience. 

It’s important to note that not every single word in your Google Doc will be in your final UX portfolio. As you are laying it out, you may realize some detail is too deep or that it’s better to hold that in your back pocket as additional information you can share in the interviews. Don’t worry, even if you are not a visual designer, there are basic visual design principles that impact how long your UX case study feels. 

Featured Resource

Get the UX Case Study template for Google Docs and ensure sure your case study covers all the details UX recruiters look for.

How to Make UX Case Studies Easy to Skim and Scan

Let’s imagine a UX portfolio that’s been done as a PDF. In that portfolio, there are 3 projects. This particular project has 18 slides. The details don’t matter, the point is to focus on the layout, amount of text, and images. Imagine we are looking at Keynote and these are miniature versions of the slides:

Looking at this example above, it feels like a lot of information to consume because:

• There is a lot of text 
• All of the text is the same size
• The slides feel crowded with text and images

If a busy recruiter or hiring manager was skimming through this, they wouldn’t get a good idea of what this project was about because it’s unlikely they would read enough of this text. So what can you do? How can you lay out a project in your UX portfolio so that it’s more readable and scannable for the UX recruiter?

Let’s look at the same project, with slightly different layouts, so you can see how small changes can make a project feel less overwhelming. 

In this example, the project is still 18 slides. However key layout details make it more skim-able, scannable, and easier for the user of your UX portfolio to get the gist of each project without reading every word of text.

This version in the example above feels less overwhelming and is more readable because:

• Large headlines on each slide make it more readable. If someone only read the headline, they would get the gist of what that slide is about.
• Text is broken up into smaller chunks rather than a giant continuous column or paragraph.
• Text makes use of bulleted and numbered lists which helps to make the text easier to skim and scan.
• Images replaced some of the text. Though not visualized in this graphic, some of the text could have been replaced with visuals. For example, instead of having two paragraphs of text explaining the process and timeline, you could create a visual to communicate timeline, steps, and even team member involvement. 

Questions to Ask Instead of “Is My Case Study Too Long?”

Answering the question “is my UX case study and portfolio long enough” is the wrong question to ask. As you’ve now learned, simple layout changes can make your portfolio feel easier to understand and less overwhelming. For the user of your UX portfolio, how long it feels is a key factor in whether or not they will get through the whole thing. 

If your UX portfolio or case study feels complicated, too long, and hard to read it’s likely the user of your UX portfolio will miss key details about your skills and experience or worse, move on to the next candidate. Instead of focusing on the length and word count of your UX case studies and portfolio, ask yourself questions such as:

• Does my UX portfolio convey the range of skills that the job description outlines?
• Does this case study go beyond deliverables?
• Does this case study explain not just what I did but why I did it?
• Is there a good balance of text and images?
• Could I replace any of the text with images or visuals?
• Is the text readable and skim-able? 
• Could I further break up text with smaller paragraphs, bulleted lists, and headlines?
• Do I make use of varying text sizes to help create hierarchy of information on each page? 
• Are some details better suited to discuss in an interview versus be included in the case study or portfolio document?
• Does it feel overwhelming or too long?

Design is Subjective and so is Your UX portfolio

Of course, there are best practices when it comes to your portfolio. But you are the person who knows your skills and experience the best. You are the one who knows the projects you worked on. You must take that knowledge and use it as the context necessary to tell the story of each project and create a portfolio that stands out.

Throughout your career, people will tell you rules and best practices all the time. Don’t forget to ask yourself “why” … evaluate whether or not that rule or best practice makes sense. Justify your design decisions. Learn to think like a designer, not just when you’re working on projects at work, but also when you’re writing UX case studies and working on your portfolio

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How long should your UX Case Study be?

Recently someone asked for Reddit "What is your preferred case study length?" I believe their intention was to understand if it's better to write a detailed case study or a short and scannable one.

I had a few thoughts on the matter.

There are many examples of great case studies both long and short. Fundamentally, I don't think the length matters, only the quality of your storytelling and how well the length accentuates it. In that sense, you may think of case study length as a personal decision rooted in two domains - the ability to maintain a portfolio and to make it usable - that work together to free up time for you to write great stories.

Maintain a portfolio

When thinking about portfolio maintenance and writing new case studies, it's helpful to think about what you enjoy and what you are strengths as a storyteller. Ask yourself the following:

• How easy or hard is it for me to write a case study? How do I feel about the writing process itself?
• Do I struggle more with short or long form content?
• Do I prefer with graphics more than prose?

Make it usable

When considering usability, you want to dig a little deeper into your core audience like recruiters and hiring managers and understand how you can maximize your portfolio's impact on them.

• How much will the average recruiter read on my portfolio?
• How can I make sure they see the information they need to make a decision about calling me?

For me, the answers are:

• Pretty hard. I'd rather show the work than describe it through a case study.
• Long form content by far. I'm still getting better at long form writing, but I'm currently best at short form.
• Graphics. It's easier to show process through graphics than it is to describe it.
• From what data I could gather, most recruiters spend 2-3 minutes on a portfolio. About 400 - 800 words.
• Highlight the best projects, write short punchy case studies. Maximize the % case study read / min ratio.

And based on those answers I prefer to:

• Write case studies that are 800 words or less, no exceptions. Shorter case studies force me to choose only the most important parts of a story. It naturally makes my writing more impactful.
• Choose graphics over prose: people grok images faster than words. And with the limited word count, I can tell more efficient stories with graphics.
• Write small paragraphs broken up by graphics: creates great visual rhythm and keeps case studies from feeling overwhelming.

Hope this helps you find the right answer for you!

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• How Long Should a Case Study Be? – A Practical Guide to Unraveling the Ideal Length

Case Study | July 31st, 2023 | By James Albright

Yesterday my friend asked me, what is the ideal length of a case study? I was stumped, not because I don’t know the answer, but because there is not one. The truth is that case studies can vary in length and structure depending on their purpose. From short one-page summaries to longer multi-page reports, the format and length of a case study depends on its goal, various factors, and the needs of your target audience.

In writing, researching, and developing your project plan, there is no universal rule when deciding the length of your case study. So, let’s solve the ‘how long should a case study be’ puzzle!

Factors Defining the Length of a Case Study

Remember, these factors can guide the length of your case study; the most important thing is that it effectively communicates your message and engages your audience. Otherwise, hire http://mypaperwriters.net/case-study-writing-service for professional assistance.

What is the goal of your case study? Is it to provide an in-depth analysis of a complex problem or to showcase a quick win? The purpose of your case study can significantly influence its length.

Subject Complexity

More complex subjects may require longer case studies to fully explore the problem, the solution, and the results. Simpler subjects can effectively communicate with shorter case studies.

Quality of Content

While not a direct determinant of length, the quality of your content can influence how long your case study should be. A well-written case study can hold a reader’s attention for longer than a poorly written one, regardless of length.

Industry Standards

Some industries prefer longer, more detailed case studies, while others prefer shorter, more concise ones. Understanding the norms in your industry can help guide the length of your case study.

Every case study should tell a story. Depending on the complexity and depth of this story, the length of the case study may vary. So, clearly define your story arc before deciding on the size of your case study.

Data and Evidence

If there is a lot of data or evidence to support your case study, it should be included, even if it means making the case study longer. Providing clear, relevant evidence is essential to communicate your message effectively.

Client Details

Most of our audiences won’t read through an entire case study. But when you add details about your client, such as their background and goals, readers can easily identify with them and understand the context of the project better. It requires you to extend the length of your case study.

What Are the Limitations of Lengthy Case Studies?

Here are some of the fundamental limitations that are generally associated with writing case studies :

• Lack of Generalizability: Case studies typically focus on a single individual, event, or group. Its specificity makes it difficult to generalize the findings to a broader population.
• Limited Scientific Rigor: Unlike controlled scientific experiments, case studies do not allow for the establishment of cause-effect relationships. This is because they lack the controls found in experimental designs.
• Subjectivity: The nature of case studies often involves a degree of subjectivity. The researcher’s interpretation of data can potentially influence the outcomes of the study.
• Time and Resource Intensive: Conducting and writing a case study can be pretty time-consuming and resource intensive. They require significant effort and dedication for data collection , analysis, and interpretation.
• Non-Replicable: Case studies often deal with specific situations or individuals; they cannot be replicated exactly. It limits the ability to test the reliability of the study.
• Potential for Bias: There is always a risk of bias in case studies, as the researcher may have preconceived notions or beliefs that influence the collection and interpretation of data.
• Superficial Information: Sometimes, the information collected in case studies might be superficial and not delve deep enough into the context or specifics of the case.
• Absence of Inter-Rater Reliability: It means it is difficult to get a consensus between multiple researchers on the same case study. You need an objective assessment to ensure research accuracy and validity.

Tips for Writing Quality Case Studies

To strike a balance between quality and length, here are a few tips to keep in mind when writing a case study:

Understand Your Audience

Before delving into the specifics of length, it is essential to understand who your audience is. Are they busy executives who prefer concise overviews, or are they technical experts who appreciate detailed analysis? Knowing your audience’s preferences and limitations can guide the length of your case study.

Understand Your Goal

Let’s take an example of a case study involving a product launch. If your primary goal is to present the product and its features, you don’t need an in-depth analysis of market trends or customer feedback. On the other hand, if your goal is to demonstrate the success of the launch, including such details will be essential.

Choose the Appropriate Format

How you deliver the case study also affects its length. For instance, a comprehensive report with visuals and detailed evidence will likely be lengthier than an executive summary summarizing key points.

The formats of case studies include white papers, executive summaries, video testimonials, and more. From background research to the final presentation, deciding which format best suits your purpose is essential. Also, learn to find the best case study topic.

The Goldilocks Principle

When it comes to case studies, you should aim for the Goldilocks principle – not too short, not too long, but just right.

If a case study is too short, it may not provide enough detail to convince your audience of the value of your product or service. On the other hand, if it is too long, it becomes tedious, making the reader lose interest.

For those wondering how long a case study should be, a good rule of thumb is to aim for around 800-1500 words for a written case study. It gives you enough space to provide a detailed overview of the problem, explain how your solution helps to solve it, and provide tangible evidence of success.

Video Case Studies

In today’s fast-paced digital world, video case studies are becoming increasingly popular. You should know what is video case study and its value . They are engaging, easy to digest, and can convey a large amount of information in a short time. For video case studies, aim for 2-3 minutes. Anything longer than this might lose the viewer’s attention.

How Many Pages Should a Case Study Be?

The recommendation to write a case study of 800-1500 words or 2-3 minutes for a video can be translated to roughly two pages for a single-spaced typed document and four pages for a double-spaced one. If the case study is complex and contains many examples, illustrations, and graphs, it should be around five to six pages for the double-spaced typed document.

The Bottom Line

Long story short, case studies should neither be too long nor too short. It’s essential to strike the right balance between length and quality to communicate your case study’s key points effectively.

Keep these tips in mind to write a compelling case study that is just the right size for your audience. The 500 to 1500-word range is a good ballpark figure to aim for, but it ultimately depends on the type of case study, its purpose, and the intended audience.

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Your APC Case Study Tips

• Careers Advice

Your case study is one of the most pivotal sections in your APC submission. It is a major component in terms of quantity, as the basis of your ten-minute presentation and the subsequent questioning.

An ideal project will have drawn on your professionalism to consider key issues and options, then make recommendations for resolution. You should have a choice of projects that you are working on so you can evaluate which are best for your APC.

Evaluate Your Projects

You will spend time and effort preparing the submission and presentation, so focus on your project with the greatest potential. A good starting point is to evaluate your projects against the Understanding the APC guide   to eliminate those that fail to meet the criteria, then reassess the remainder as they progress for your best choice.

Sometimes the project that you had the highest hopes for falls by the wayside or fails to meet the criteria in some way; it helps to have an alternative project as a contingency. Be proactive in gaining advice and guidance from your APC supervisor and counsellor when selecting your case study.

What could you look for in selecting your project?

First, you should ensure the project is within two years of your APC submission date. Many candidates select a project where they are actively involved within one year of the submission date – if they are on the two-year structured training route they are likely to be given more responsibility in this second year, so it will be fresher in their mind and in certain circumstances it might be re-used if they are referred.

Second, if you provided reasoned advice on Building Surveying Level 3 core competency matters, then it has potential. Ideally, you will have identified the project early on as one where you are likely to be personally involved at Level 3.

Third, if your project has two or three key issues that relate to your Building Surveying competencies then it starts to look very promising. These will vary by project; examples include building defect investigation and repair, redesigning a refurbishment due to a client change, or the selection and specification of a product.

There should be meaningful options to consider when determining how the key issue should be resolved. If you had to research or reflect on an event in order to reach a reasoned decision on the project then this could be a key issue. Where you had already identified the project early on as a possible case study then it is a great help if you note key issues as they arise so you can select from these and have a ready-made aide memoire.

If you feel there are no meaningful key issues or options then do discuss the project or projects, key issues and options with your supervisor, counsellor or others involved in the projects; they may provide useful suggestions or advise you towards another project.

Ensure you provide clarity and detail

When preparing the 3,000-word case study, it can be tempting to select more than one project and also three key issues. While the 3,000-word limit is usually easily reached, the challenge is often to provide the clarity, accuracy and detail. This can limit your demonstration of the issues, decision-making ability, reasoned judgement and so on. Do take your supervisor’s or counsellor’s advice on the number of projects and key issues to cover. You may have a valid need for more than one project and three key issues.

Many case studies are on a single project and two key issues. Using two instead of three allows more detail, which should enhance clarity while helping you to keep to the word limit. An additional benefit of a single project and two key issues is in your ten-minute presentation, as it will also allow you more time per issue.

Take pride in it

Once selected, then make the case study your own. It is a key part of the APC in representing you and your work, so take pride in its preparation and the chance to show assessors your professionalism.

Ewan Craig is an APC assessor, APC coach and local director with Right Surveyors  

The above article originally appeared in RICS Built Environment Journal April/May 2019 titled The case in hand

Any Questions?

During an online Q&A with the RICS Training team candidates got to ask their questions on the APC case study, below are the questions raised and answers.

I have just started my APC and was wondering when I should be thinking about my case study?

If you’re on the Structured 24 route, you shouldn’t worry about it until the second year. Firstly, you may not have the range of live experience to choose from. Secondly, if you rotate seats and undertake different types of work, you may have not found something you are best suited to yet. Your first year is really about your learning and development as a surveyor. In your  pathway guide ,  there will be a timeline that help’s you to manage this.

Would it be better to write about a project from start to finish or should I look to target one specific aspect?

Target one aspect, so for example, foundations. The project does not need to be completed 100%, just the part you are writing about.

Are you able to use a project undertaken whilst working for a previous employer?

Your project(s) needs to be undertaken up to two years before your assessment. As long as this is the case, altering your employment will not be a problem.

How do I find hooks in all mandatory and technical competencies?

In your pathway guide, there is a Case Study checklist that brilliantly bullet-points potential hooks you could use. Keep in mind though that the checklist is not a syllabus - you don’t need to know or do all of it. Think of it more as a menu where you can pick and choose the tasks and activities you have carried out.

When it comes to the presentation, do you have an opinion on whether assessors prefer visual aids, or do you just want to hear about the case study?

The most important thing is that you are comfortable. Some people get in a muddle, others like to use visual aids as a crutch. If you have one, make sure it is relevant and not a distraction - use it to enhance, not dominate your presentation.

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