How to write a case study report template

It identifies a problem or need, researches its causes, presents a variety of opinions and suggests certain actions. This involves a lot of information, which is why you might want to present it along with an executive summary — an additional document, something like a mini-report, that consolidates the most important information. Understanding an Executive Summary Think of an executive summary as a time-saving measure.

How to write a case study report template

Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest, and a video case study on your YouTube channel.

Here are some different case study formats to consider: Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers. Infographic Case Study Use the long, vertical format of an infographic to tell your success story from top to bottom.

As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study Podcasts are a platform for you to have a candid conversation with your client.

how to write a case study report template

Find the right case study candidate. Writing about your previous projects requires more than picking a client and telling a story.

how to write a case study report template

You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers. Remarkable Results Clients that have seen the best results are going to make the strongest case studies.

One part of this step is to choose clients who have experienced unexpected success from your product or service. Recognizable Names While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own -- in some cases, having brand recognition can lead to Switchers Customers that came to you after working with a competitor help highlight your competitive advantage, and might even sway decisions in your favor.

Reach out to your chosen subject. To get the right case study candidate on board, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away -- not having those is one of the biggest culprits in delayed case study creation.

Kick off the process with an email that runs through exactly what they can expect from you, as well as what is expected of them.

Next Section Overview

To give you an idea of what that might look like, check out this sample email: Case Study Release Form This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed.

That said, you should typically aim to include the following in the Case Study Release Form: A clear explanation of why you are creating this case study and how it will be used.

A statement defining the information and potentially trademarked information you expect to include about the company -- things like names, logos, job titles, and pictures.

An explanation of what you expect from the participant, beyond the completion of the case study.Represent any case study in a professional and crisp manner with the help of this editable PowerPoint Template. Every sector requires working on case studies and executing a series of research before coming up with a plan.

Unlock case study tips and templates today. Get the Templates HubSpot is an inbound marketing and sales software platform that helps companies attract visitors, convert leads and close customers.

How to Write a Business Case Study 1. Determine the case study's objective and format. All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives and take a few different forms.

WRITE A PAPER FOR ME – A SMART REQUEST. Great online custom writing paper services that can write papers for money on any topic may play a vital role in a life of modern students. WRITING A CASE REPORT. Important Considerations. (1) Patient information must be 'de-identified' (2) Necessary approvals and consents should have been obtained, and (3) Potential competing interests should be disclosed.

Case studies give businesses a platform to demonstrate their ability to solve problems and deliver measurable benefits for customers.

The widely used format for a business case study consists of an introduction or overview, followed by background information on the customer, a review of the customer’s problems or challenges, a description of the company’s approach to solving the problem.

How to Do an Executive Summary on a Case Study | Bizfluent