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Writing a case report in 10 steps

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  • Peer review
  • 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.

how to write the case study report

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

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

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.

89% of consumers read reviews before buying, 79% view case studies, and 52% of B2B buyers prioritize case studies in the evaluation process.

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.

A Lenovo case study showing statistics, a pull quote and featured headshot, the headline "The customer is king.," and Adobe product links.

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

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How to Write a Case Study Report: A Step-by-Step Guide

Are you tasked with writing a case study report but don't know where to start? Writing an effective case study report requires careful planning, research, and attention to detail. In this step-by-step guide, we'll walk you through the entire process, from understanding the purpose of a case study report, to selecting a suitable case, structuring your report, and writing with clarity and precision.

Understanding the Purpose of a Case Study Report

Before you begin writing, it's essential to understand the purpose of a case study report. A case study report is an in-depth examination of a particular case, situation, or organization. It involves analyzing key issues, finding solutions, and presenting recommendations for future actions.

What is a Case Study Report?

A case study report is a detailed analysis of a particular case, often used in business and academic settings. The purpose of the report is to provide an in-depth understanding of the case, identify key issues and solutions, and present recommendations for future actions.

For example, a case study report might examine a company's marketing strategy and identify areas where the strategy could be improved. The report might recommend changes to the company's target audience, messaging, or advertising channels.

Case study reports can take many forms, including written reports, presentations, and multimedia presentations. They can be used in a variety of settings, including business, government, education, and healthcare.

Importance of Case Study Reports in Business and Academia

Case study reports are crucial for businesses, governments, and educational institutions because they provide valuable insights into how decisions are made, and how organizations can improve their operations.

In business, case study reports can help companies identify areas for improvement, develop new strategies, and make better decisions. For example, a case study report might examine a company's supply chain and identify inefficiencies that are driving up costs. The report might recommend changes to the company's sourcing, transportation, or inventory management practices.

Similarly, in government, case study reports can help policymakers understand the impact of their decisions and identify opportunities for improvement. For example, a case study report might examine the effectiveness of a government program and recommend changes to improve its outcomes.

In academia, case study reports are often used to teach students how to apply theoretical concepts to real-world situations. Students are asked to analyze a case study and develop recommendations based on their analysis. This helps students develop critical thinking skills and prepares them for careers in a variety of fields.

Overall, case study reports are a valuable tool for understanding complex situations, identifying key issues, and developing solutions. Whether you're a business owner, a government policymaker, or a student, understanding how to write and analyze case study reports is an essential skill.

Preparing for Your Case Study Report

Before you begin writing your case study report, there are several essential steps you need to take to ensure its success. These steps will help you to create a detailed and informative report that accurately analyzes your chosen case.

Selecting a Suitable Case

The first step in preparing your case study report is to carefully select a suitable case. Choose a case that is relevant, interesting, and has enough information available for analysis. You should also consider the potential impact of the case on the industry or field you are studying. It is important to select a case that will provide valuable insights and information that can be applied to real-world situations.

For example, if you are studying marketing, you might choose a case that involves a successful marketing campaign. Alternatively, if you are studying finance, you might choose a case that involves a company's financial performance over time.

Conducting Thorough Research

Once you have selected a suitable case, the next step is to conduct thorough research. Collect as much information as possible about the case, including background information, key figures and events, and any relevant data. Be sure to gather information from a variety of sources, such as books, articles, and interviews.

It is important to be as comprehensive as possible in your research. This will help you to identify all of the relevant details and information, which will be crucial when analyzing the case and developing potential solutions.

Identifying Key Issues and Solutions

After collecting your research, you must identify the key issues and solutions related to the case. Break down the case into manageable parts, and determine the underlying causes of the problem. Once you have identified the key issues, brainstorm potential solutions that are feasible and effective.

It is important to consider a range of potential solutions, and to evaluate each one carefully. This will help you to identify the best possible solution for the case, and to develop a clear and effective plan for implementation.

Overall, preparing for your case study report requires careful planning and attention to detail. By following these steps, you can ensure that your report is comprehensive, informative, and provides valuable insights and solutions for your chosen case.

Structuring Your Case Study Report

The structure of your case study report should follow a logical progression, from the introduction to the conclusion. Here is a breakdown of each section:

Introduction

The introduction should provide background information on the case and briefly outline the purpose of the report. It should also introduce the key issues you will be addressing in the report.

Background Information

This section provides more detailed background information on the case. It should include relevant historical, political, or social contexts that are necessary for understanding the case.

Presentation of Findings

Present your key findings in a clear and organized manner. This section should include data, statistics, and any other relevant information that supports your analysis. Be sure to use visual aids, such as graphs or charts, to help illustrate these findings.

Analysis and Evaluation

Conduct a detailed analysis of the case, identifying the causes and effects of the key issues. Evaluate the strengths and weaknesses of potential solutions, and provide a conclusion about which solution is most effective.

Recommendations and Implementation

Make recommendations for future actions based on your analysis and evaluation. Provide specific steps that the organization can take to resolve the key issues and implement the chosen solution.

ChatGPT Prompt for Writing a Case Study Report

Chatgpt prompt.

Please compose a detailed and thorough document that presents a comprehensive analysis of a particular case, including relevant background information, an in-depth examination of the issue at hand, and a well-supported conclusion. This report should provide a detailed account of the case, including any relevant data, research, or other supporting evidence, and should be well-organized, clearly written, and free of errors. Your report should be designed to provide a clear and comprehensive understanding of the case, and should be suitable for use by a wide range of stakeholders, including academics, policymakers, and practitioners.

[ADD ADDITIONAL CONTEXT. CAN USE BULLET POINTS.]

The conclusion should summarize the key points of the report and restate your recommendations for the organization going forward.

Writing the Case Study Report

When writing your case study report, there are several critical factors to keep in mind:

Using Clear and Concise Language

Use clear and concise language throughout the report. Avoid using jargon or technical terms that may be unfamiliar to your audience. The report should be easy to read and understand.

Incorporating Visual Aids

Include visual aids throughout the report to help illustrate your key findings. Charts, graphs, and tables can be used to display data in a clear and organized manner. Be sure to label all visual aids appropriately and refer to them in the text of the report.

Citing Sources and References

When referencing sources in your report, be sure to cite them appropriately. Follow the appropriate citation style, such as APA or MLA. Include a reference list or bibliography at the end of the report.

In conclusion, writing an effective case study report requires careful planning, research, and attention to detail. By following the step-by-step guide above, you can ensure that your report is thorough, well-organized, and provides valuable insights into the case.

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

how to write the case study report

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

What Is a Case Study?

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

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

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

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

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

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

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

Types of Case Studies

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

Types of Case Studies

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

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.

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Case Study Format

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

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

How to Write a Case Study

Let's discover how to write a case study.

How to Write a Case Study

Setting Up the Research

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

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

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

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

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

how to write the case study report

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Case Study Outline

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

Introduction

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

Writing a Case Study Draft

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

How to Write a Case Study

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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What Is A Case Study?

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

Daniel Parker

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.

how to write the case study report

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.

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Case Study Report: Difine, Structure and How To Write

Case report study is a document that reflects the execution of the research program, contains the data obtained, their analysis, conclusions and practical recommendations flowing from them. Careful analysis (and not just a description) of the figures and facts obtained is the main task, or rather, the purpose of the report.

Case Study Report Structure

A case study report structure is determined by the purpose of the research, its tasks (purely marketing or more general, theoretical), and its immediate addressee. Logic, the sequence of the description of the data obtained, of course, is related to the sequence of questions in the questionnaire or form, with the sequence of various research procedures but not always exactly repeats it. The author should not miss the data that is momentous both for the researchers themselves and for those who will get acquainted with the results of the research. Building the text, the researcher, proceeds from the logic of the program. He tells how exactly and with what results the tasks set in it are solved. If the program formulated hypotheses, it is necessary to present (based on the received data) their proof or refutation.

A thorough analysis of all available data, identification and detailed description of the most interesting, significant facts and connections is needed. The authors need to pay special attention to the consistency, clarity, literacy of the presentation. An ill-conceived, careless description of the results of the procedure of the investigation itself may misrepresent even a successful work, and the credibility of its authors will disappear. Particularly clearly the shortcomings of the presentation will be visible to those who did not take the direct part in the study. After all, they can not know what you mean or think is not so momentous to specifically talk about it. Business case study report should not be cluttered with numbers; it is better to submit only those data that reveal significant facts and links in the text.

Some tables, lists, other materials can be given in the appendix. It’s also logical to present documentation (questionnaires, interview forms, demand analysis forms), a list of used literature in this part.On the other hand, the actual text part should be supplemented and “backed up” with tables, graphs, diagrams. They will make statements, comparisons, observations more demonstrative, visual and precise and. When listing tables, an author should carefully monitor the correctness of their description.

In many cases, it is useful to include the data about the difficulties encountered by researchers, the impact of these difficulties on the results obtained, and how mistakes and failures will be taken into account in further scientific and practical work.

How to Write a Case Study Report

There is no the universal advice how to write a case study report. However, a standard structure should be followed.

  • It is logical to begin with a cover page that includes a topic of a case study, names of investigators and the topic of
  • The next part is a summary where a researcher should say in few words about the goal of his work, methods he used and the results received.

In some cases, it is especially momentous to talk in detail about who initiated the study, how it was organized, who helped collect materials on the ground. It should be said when and where the study was conducted; if necessary, this part also explains why this particular place and time was chosen. In this part of the report, data processing methods are usually also characterized. Special attention should be paid to respondents who took part in a study. Depending on the purpose, objectives, and subject of the research, the characteristics of the respondents can be included both in the introductory part of the report and in the next, directly describing and analyzing the data obtained. The first option is usually chosen when the topic of the survey is of an overview nature.

  • References and appendixes are additional parts of a case study report. The format for case study report, as a rule, corresponds to the format in conformity with a research itself was made.

How to Present a Case Study Report

In order for the report to be presented in the most favorable light, it is necessary to correctly structure the data obtained during the research and highlight the main points.

For clarity, the text should also include graphics and tables, but should not be oversaturated with them. If this is a marketing study of the target audience using sociological methods, the report becomes more interesting if the classified data and statements based on them (and, in the future, conclusions, and recommendations) are supplemented with concrete names, facts, and live statements of the respondents.

Related posts:

  • Case Study Writing Structure
  • How to Write a Case Study on a Disease
  • How to Write a Case Study on a Company
  • Case Study on Organizational Structure
  • Supply Chains – Report Structure
  • How to Write a Report for Orientation
  • How to Write a Case Study?

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COMMENTS

  1. Writing a case report in 10 steps - The BMJ

    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.

  2. How to write a case study - Centers for Disease Control and ...

    This guide explains how to write a descriptive case study. A descriptive case study describes how an organization handled a specific issue. Case studies can vary in length and the amount of details provided. They can be fictional or based on true events.

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

    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.

  4. How to Write a Case Study Report: A Step-by-Step Guide

    How to Write a Case Study Report: A Step-by-Step Guide. Learn how to write a compelling case study report with our step-by-step guide. Includes ChatGPT prompt. Are you tasked with writing a case study report but don't know where to start? Writing an effective case study report requires careful planning, research, and attention to detail.

  5. How to Write a Case Study: from Outline to Examples - EssayPro

    Learn how to write a case study from doing research to citing sources properly. We explore the different types of case studies and provide writing help.

  6. 10. GUIDELINE AND TEMPLATE FOR WRITING A CASE REPORT/CASE SERIES

    Writing the core of your case report: clinical findings and outcome. Step 1: state the obvious. Start by asking yourself: What are we talking about? Whom are we talking about? Why is this observation important? Who needs to know about this case? Example.

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

    Use the case study structure that we outlined earlier, but write these sections first: company background, challenges, solutions, and results. Write the headline, executive summary, future plans, and call-to-action (CTA) last. In each section, include as much content from your interview as you can.

  8. What Is a Case Study? | Definition, Examples & Methods - Scribbr

    Step 1: Select a case. Step 2: Build a theoretical framework. Step 3: Collect your data. Step 4: Describe and analyze the case. Other interesting articles. When to do a case study. A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject.

  9. Case Study Report: Difine, Structure and How To Write

    Case report study is a document that reflects the execution of the research program, contains the data obtained, their analysis, conclusions and practical recommendations flowing from them.

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

    1. Introduce a Case. 2. Describe a Problem. 3. Discuss Research Methods. 4. Offer Solutions to the Problem. 5. Present Your Key Results. 6. Conclude with Recommendations. 7. Proofread. Format. Examples. Writing Tips. Common Mistakes. Advantages and Disadvantages. Writing Checklist. Bottom Line. Frequently Asked Questions.