example of how to make a case study

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 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.

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 business case, plus share several case study PowerPoint templates and design tips! 

Why Case Studies are a Popular Marketing Technique 

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 business case, follow these quick techniques. 

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

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6. Animated Clinical Study PowerPoint Templates

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5 Steps for Writing a Case Study for Business (+Templates)

Get professional tips for writing a case study that drives business impact. Learn the best format and research method to use alongside examples & templates.

John McTale

7 minute read

SHORT ANSWER

What is a case study.

• Open with an introductory overview
• Explain the problem in question
• Detail the solutions that solved the problem
• Refer to key results
• Finish with recommendations and next steps

Why you need a case study

“I climbed Mount Everest and I did it all by myself.” “Yeah mate, pics or it didn’t happen.” The same logic applies to case studies. In business, it’s “case studies or it didn’t happen.” A well-written case study legitimizes your product or services. It proves the impact your actions have on the bottom line and is the single most important element of building trust amongst prospective clients. But… How do you write a *perfect* case study? One that engages readers and makes them care about your offering and excited to work with you?

In business, a case study , or customer success story, is a marketing tool that showcases how your product or service helped clients overcome business challenges. It uses statistics, quotes, and specific examples to convincingly highlight your ability to produce results.

What is the purpose of a case study?

The purpose of a case study, usually, is to provide your prospective clients with specific examples of how your products or services can help solve business problems they might be facing.

Case studies legitimize your business activities allowing you to go beyond explaining what you do and focus on how well you do it. (And, in case you were wondering just HOW important case studies are, here’s an item of data to ponder: according to a DemandGen report , 78% of B2B buyers want to review case studies before making a purchase decision. Another study by Uplift found that at the end of 2023, f or the third year in a row, marketers ranked case studies the #1 most effective marketing tactic to increase sales—ahead of general website content, SEO, blog posts, social media, paid ads and other tactics. )

There’s no magic behind it. Just a proven, simple formula I’m about to share with you. Spend the next 7 minutes reading this guide and you’ll learn how to write case studies better than any case study you’ve created in the past. Important caveat: this article explains how to write a case study for business purposes. If you’re interested in writing research case studies for academia, refer to this excellent guide by University of Southern California. If, in turn, you’re struggling with putting together a medical case study, here’s a fantastic 101 by the BMJ . I’m not going to pretend I know better than these guys do.

For your reference, here’s an example of our very own case study, showing how, at Storydoc, we helped the Spot company boost some of their key metrics: Learn How Spot by NetApp boosted their conversion rates 2x.

Spot's team used this deck to boost their conversion 2x

By drawing the bigger picture even deep-tech software products can be easily explained.

Browse interactive case study templates

No matter how great the contents of your case study might be, if you fail to present it in an eye-pleasing way, most likely, no one will really read it. The good news? I’ve put together a gallery of the most professional, attention-grabbing case study templates available online. You can find it here: Case Study Templates & Design Tips Or, take a shortcut to great case study design and use our presentation maker . Have a look below to see what your case study might look like.

And now, let’s get to the case study 101. (If you’re only interested in a specific section of a case study, simply click on a jump-to link in the table of contents below.

Here's how to write a case study:

1. Open with an introductory overview

The last thing you want is for someone to open your case study, give it a quick glance, and decide to skip. See— People don’t usually read case studies. At least not immediately. First, they skim the contents to see if the subject is relevant enough. How to make sure your case study sticks? At the beginning, place an introductory overview (also called an “executive summary”). Provide an overview of the whole case. It’s not supposed to be a catchy intro but a full synopsis, detailing the problem at hand, your assumptions, the solutions implemented, and the results achieved.

How to write a case study introduction?

Introduce the purpose of the case study—specify exactly what you were aiming to achieve.

Define the problem or the most significant challenge. For instance, low conversion rates, a technological issue or high costs. (It could also be a combination of such factors!)

Explain briefly what the solution to the problem was.

Share the most important results your actions produced. Don’t go into too much detail, a few key points will do. It’s best if you can quantify the results: numbers pop!

Keep it short. Usually, 2–4 paragraphs + a few bullet points with key results will do.

While, as its name implies, this section comes at the beginning of your case study, write it last. First, craft the rest of your document, then pick the most important bits and compile them into the introductory overview.

2. Explain the problem in question

“Adam caught a flat tire. In the middle of the desert. He had no spare, no signal, no food, and only enough water to keep him alive for 48 hours.” Oh dear, poor Adam! What could possibly be done to help him?! See, in your case study, make the client seem like Adam so that, later on, you can paint your company like the miraculous savior. Of course, I’m exaggerating, but only so much. The purpose of the “problem” section in a case study is to arouse emotions from the readers. Ideally, in such a way that they can picture themselves as Adam. Highlight a problem your product or services solve and present an example of when that problem was troubling a client really badly.

How to write a “problem” section in a case study?

In a single sentence, describe your customer’s business challenges and objectives.

Explain the problem your customer faced that prevented them from achieving those objectives prior to working with you.

If that was the case, mention other solutions your client experimented with that didn’t work out and explain why.

Make it clear how the issue or problem impacted the client’s business results so that it’s easy to understand why a solution was badly needed.

3. Detail the solutions implemented to solve the problem

Here comes the moment to toot your own horn a bit (and also that moment when you can get slightly technical). Present your solutions in reference to the issue your client was dealing with and make it obvious that those are easily replicable for all future cases. Of course, the exact formula for this section will depend on your industry and mode of operation. Sometimes a 2–3 paragraph summary will be enough, in other cases, you’ll need to include more detailed technical specs regarding the solution you implemented.

How to write a solutions section in a case study?

Focus on your customer’s experience in using your product or services.

Explain the process: say how long it took to get the solution up and running and what teams on your customer’s end were involved.

Highlight the features of your product or service that turned out to be the most beneficial to your customer.

If possible, attach or link to relevant assets that will work as real-life examples of your solution (unless, of course, the information is highly sensitive).

Always run your case study by your client’s marketing team before you go live. Even if you’re using direct quotes or verifiable results, it’s ultimately their decision whether or not to make certain information freely available.

4. Refer to key results

In business, nothing speaks louder than ROI and you know it. Prospective customers reading your case study won’t be bothered to take notice of your state-of-the-art technology or innovative approach. Neither will they care about your past customers’ happiness. What they want to know is this: Will that help me save or make money? When writing a case study, your job is to present results in a way that answers the above question with a resounding YES. You need to make it blatantly obvious that your solutions heavily impact the bottom line of the client in question and that such results are easily replicable.

Here’s how to write about results:

In a few bullet points, list numerical results your solution delivered to the client.

Ideally, you’ll want to include revenue-related data: increase in clients’ base, more demos booked, higher conversion rates, or optimized pricing.

If you can’t (or aren’t allowed to) share hard sales numbers, refer to softer KPIs: time saved, customer happiness scores, expanding the community, or enhancing brand visibility.

If possible, by all means include quotes from your client. Results should speak for themselves, obviously, but showing the real human whose problems you solved makes for a much more powerful narrative. Plus, it further adds credibility to the case study. Start by preparing a list of powerful case study questions to guide your client interviews.8

5. Finish with recommendations and next steps

Everyone enjoys a solid epilogue. To end on a high note, include a list of key findings from your case study. Even if a given reader won’t decide to get in touch with you, at least you’ll provide them with a valuable source of knowledge—sometimes that’s enough to keep your company top of mind in the future. Plus, if you’re planning to continue working with the subject of your case study, definitely mention that! It shows that your support is valuable enough to warrant long-term collaboration, not just a one-off endeavor. Now, not every case study requires a call to action (especially if your main purpose is to inform and educate rather than convert, which is okay, too), but for those more commercially-oriented ones, do add it. Make your CTA singular and clear —if the most desired action is to reach out to you, leave your contact details, if you’d rather direct prospects to a landing page or a welcome screen, add a button.

And that’s a wrap!

Here are the key points to keep in mind when writing a case study:

Put an introductory overview at the beginning.

Present the problem you were solving and your exact solutions to that problem.

Include numerical, verifiable results your product or services delivered for the client.

Explain what the next steps are, especially if you plan to continue working with the client.

Finish with a strong, clear CTA, making it easy for prospects to reach out to you.

Thanks for reading the guide. Keeping my fingers crossed for your case study and wishing many successful cases so that you’ll always have something to write about.

Hi, I'm John, Editor-in-chief at Storydoc. As a content marketer and digital writer specializing in B2B SaaS, my main goal is to provide you with up-to-date tips for effective business storytelling and equip you with all the right tools to enable your sales efforts.

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Marketing tips

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

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

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

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

What is a case study?

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

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

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

16 case study examples 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

3 case study templates

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

Case study template 1

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

Case study template 2

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

Case study template 3

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

Tips for writing a case study

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

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

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

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

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

Use automation to drive results for your case study

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

Case study FAQ

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

What is an example of a case study?

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

How do you write a case study?

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

What is the format of a case study?

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

Related reading:

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Hachem Ramki

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

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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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Methodology

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

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

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

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

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

Table of contents

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

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

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

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

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See an example

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Research bias

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

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

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

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

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

• Definition 
• Case study types
• Basic structure
• Steps on how to write a case study
• Examples that worked.

Let’s dive right in!

What Is a Case Study: Definition

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

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

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

Research Methods Applied in Case Studies

Case Study Example

A researcher is interested in studying the effects of a newly implemented teaching method on student performance. To find out, they observe a class of 30 students over one semester. The researcher compares the test scores from before and after the method was used, documenting its effectiveness.  The study results showed that academic performance had improved by 11.5% since the new teaching method was implemented. The researcher concluded that this approach works well and can be generalized to a broader population.

Let's recap the main points. 

What Is the Purpose of a Case Study?

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

• Develop a better understanding of complex issues or phenomena 
• Identify patterns and relationships
• Test hypotheses and theories in natural settings
• Provide practical solutions
• Illustrate best practices or successful strategies.

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

Use of Case Studies 

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Types of Case Studies

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

• Descriptive case studies This approach involves a detailed examination of a particular situation or phenomenon to understand it better. Here, researchers see the context, events, and processes that led to a particular outcome, and get a comprehensive picture of the situation.
• Explanatory case studies Explanatory method allows us to understand the "why" and “how” behind a particular event or phenomenon. As the name suggests, this type of case study seeks to test and explain the causal relationship between independent and dependent variables . 
• Exploratory case studies Imagine being a detective and investigating a mystery or problem in its early stages. This is the main idea of an exploratory investigation. It helps to recognize key questions, potential patterns, and areas for further research. It's like peeling back the layers of an onion, revealing new insights and uncovering possible solutions. 
• Intrinsic case studies  Unlike other case study methods, an intrinsic approach is used to explore a unique instance. Here, researchers focus on a particular scenario in its own right, rather than trying to apply the outcomes to a broader population.  
• Instrumental case studies This type of study examines one instance to shed light on a larger group or phenomenon. Instrumental technique is a good choice if you want to develop theoretical frameworks and obtain generalizable findings.
• Cumulative case studies  While conducting cumulative research, students compile and synthesize information from multiple similar instances. Here, you combine the results of multiple studies to draw more generalized conclusions.
• Collective case reports Think of several individual instances being studied together to provide a broader understanding of a specific phenomenon. These instances are often connected by a common theme. This enables researchers to compare and contrast cases and uncover tendencies. 
• Critical case studies Researchers use this method to explore exceptional instances that are particularly interesting or thought-provoking. Critical approach helps to analyze why a specific situation occurred and what could have been done differently.

Case Study Structure: Main Parts

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

• Introduction This section is a place to present a case. Provide a brief overview of your instance, introduce your key research objectives and prepare the readers for further analysis.
• Problem identification By laying out a problem, you will be able to show the scope and significance of your topic. Identify the main issue that will be examined and build a clear statement of the problem.
• Background A properly established context sets the stage for research and lays a foundation for case evaluation. Offer relevant background information on the instance. This can be a historical, geographical or cultural context.
• Methodology Describe your  methodology in research  – approach, data collection methods and analysis techniques used in your investigation.
• Solution  Now is the time to determine potential solutions to address the problem, and evaluate the pros and cons of each resolution. Make sure solutions are realistic.
• Results  Once a case study is conducted, you should share your key findings. Mention any data or evidence that was collected and analyzed.
• Discussion This part of a case study is a perfect opportunity for analysis. Discuss the implications of your outcomes and draw conclusions
• Conclusion Summarize your main points, restate a problem and solutions, and offer final recommendations or next steps.

Case Study Outline

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

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

General Outline  

• Brief subject introduction
• Research purpose and objectives
• Necessary context
• Problem/issue
• Problem significance
• Subject/idea history
• Setting or environment description
• Key challenges, opportunities, or turning points
• Research methods used to gather information
• Data analysis methods
• Possible strategies
• Assessment of solutions
• Recommended solvents
• Major discoveries from the data analysis
• Implications
• Limitations/challenges
• Summary of key points
• Restatement of the problem and solution
• Final suggestions or next steps

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

Before You Start Writing a Case Study

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

Ensure you follow these 3 crucial steps before moving further. 

1. Carefully Read the Instructions 

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

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2. Conduct Research

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

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

3. Gather Data

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

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

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

How to Write a Case Study in 7 Steps?

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

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

1. Introduce a Case Study

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

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

Case Study Introduction Example

Post-traumatic stress disorder (PTSD) is a debilitating condition that can arise in individuals who have experienced a traumatic event. In this case study, we examine the experiences of a patient who was diagnosed with PTSD following a car accident. Our analysis focuses on the patient's symptoms, including intrusive thoughts, hyperarousal, and avoidance behaviors. We also explore the treatments employed to manage these symptoms. By analyzing this case, we aim to provide insights into the challenges of treating PTSD and offer recommendations for improving therapeutic interventions for individuals suffering from this condition.

2. Describe a Problem

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

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

Example of Problem Description in a Case Study

John is a 28-year-old man who was involved in a serious car accident three months ago. Since then, he has been experiencing PTSD symptoms, including recurring nightmares, flashbacks, and feelings of anxiety. These symptoms have affected his work performance and relationships with family and friends. Despite seeking help from his primary care physician and attending therapy sessions, John has not experienced significant improvement. The challenge is to identify effective treatments that can help John manage his PTSD and improve his quality of life.

>> Read more: How to Write a Problem Statement

3. Discuss Research Methods 

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

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

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

>> Learn more: What Is Experimental Design  

Example of How to Describe Research Methods 

In this research, both quantitative and qualitative data were utilized. 10 semi-structured interviews were conducted with participants who had experienced PTSD symptoms following a traumatic event. Additionally, data was collected from a survey of 253 individuals who had not been diagnosed with PTSD. We inquired about their experiences with trauma and the types of coping strategies they used to manage stress. Medical records from John's primary care physician were analyzed to track his progress over time. The combination of quantitative and qualitative data allowed for a comprehensive understanding of John's unique experiences with PTSD.

4. Offer Solutions to the Problem 

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

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

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

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

Example of Solution

One potential solution for addressing John's PTSD symptoms is cognitive-behavioral therapy (CBT). According to a study by Bisson and colleagues (2013), CBT has been found to be effective in reducing symptoms of PTSD in individuals who have experienced traumatic events. The therapist can work with John to identify and challenge negative thought patterns related to his traumatic experience and teach him coping skills to manage his anxiety and stress.

5. Present Your Key Results

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

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

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

Example of Case Study Research Results

Our analysis showed that participants who received cognitive-behavioral therapy (CBT) reported a significant decrease in symptoms of post-traumatic stress disorder (PTSD), as compared to those who received no therapy. Specifically, the group who received CBT experienced a 35% reduction in symptoms. Meanwhile, the control group experienced no significant change. These findings suggest that CBT may be an effective treatment option for individuals with PTSD.

6. Conclude with Recommendations

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

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

Case Study Conclusion Example

Our research highlighted the significant impact of PTSD on individuals who have experienced a traumatic event. The results suggested that cognitive-behavioral therapy and reprocessing therapy are effective treatments for PTSD. However, more research is needed to determine the long-term effects of these treatments. Additionally, the stigma surrounding mental health and seeking treatment remains a significant barrier to access to care. It is crucial for healthcare professionals and policymakers to address this issue and increase access to mental health services.

7. Proofread Your Case Study

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

• Grammar mistakes Proofread your writing for typos and grammar errors. Feel free to use our  Grammar Checker  to make sure you got everything right.
• Clarity Check whether your work is readable and concise. Avoid long sentences and complex structures.
• Sources accuracy Make sure to check all sources for accuracy. It is also important to ensure that all reported data is up-to-date.
• Citations Ascertain whether all sources are properly cited and the same style is used consistently throughout your paper.

Case Study Format

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

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

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

>>  How to Write a Paper in APA Format?

>>  How to Do MLA Format?  

>>  How to Write a Chicago Style Paper?

Case Study Examples

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

Case Study Writing Tips

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

• Planning your work ahead Planning your work ahead Make sure to create an outline before you start writing and stick to it throughout the entire process.
• Arranging your data logically Break down complex information into chunks and use visual elements (tables, graphs, diagrams) to present it.
• Structuring your writing Use headings and subheadings to organize your content and make key points easy to access.
• Keeping your text simple Write your case study in an easy-to-read language and refrain from complex sentence structures.
• Remaining impartial Be objective in your analysis and avoid personal biases.

Mistakes to Avoid When Writing a Case Study

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

• Focusing too much on the background Provide enough space for analysis of your problem and solution.
• Stuffing with direct quotes Quotes can be used as evidence in your paper. But relying on them too much will make it sound overly repetitive.
• Not referring to all sources Always cite your sources correctly and use only reliable data in your paper.
• Being vague Avoid general statements and be more specific while discussing your results and solutions.
• Failing to mention possible gaps Always consider ethical considerations or limitations.

Advantages and Disadvantages of Case Study

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

Benefits of Case Study

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

• In-depth analysis Researchers can gather a lot of information on a specific topic or issue.
• Insights into elaborate issues Allows researchers to examine complex issues in a controlled manner.
• Real-life situations You are able to test theories or hypotheses in real-world settings.
• Comprehensive approach Researchers can collect both quantitative and qualitative data.
• Unique revelations This method can enlight on previously unexplored or understudied areas.

Limitations of Case Study

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

• Limited generalizability Due to the small sample size and unique nature of each case, it can be difficult to generalize findings to a larger population.
• Observer bias Researchers may bring their own biases and perspectives, which can influence their results and interpretations.
• Time-consuming and expensive This approach requires significant time and resources to conduct, making it less feasible for some research questions.
• Lack of control In contrast to experimental research, case studies lack control over extraneous variables. This can make it difficult to establish cause-and-effect relationships.
• Subjectivity Collected data is often subjective and open to interpretation, which can introduce potential errors.

Case Study Paper Writing Checklist

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

Bottom Line on How to Write a Case Study

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

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

Our paper writing service is your best choice. We have helped thousands of students with their projects and would be glad to assist you, too. Our team of skilled writers is ready to help you complete your work upon ‘ write my case study ’ request.

Frequently Asked Questions

1. what is a case study in research.

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

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

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

3. How long should a case study be?

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

4. Why is a case study important?

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

5. What makes a good case study?

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

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

6. How to start a case study?

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

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• checkbox I thoroughly researched my topic and gathered relevant information.
• checkbox A problem/issue is clearly defined. 
• checkbox My case study structure is well-organized. 
• checkbox I used appropriate research methods to gather data.
• checkbox My findings are well-supported by analysis and evidence. 
• checkbox I discussed possible limitations and ethical considerations. 
• checkbox The work offers recommendations for further research.
• checkbox My paper adheres to formatting guidelines required by my instructor.

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What Is a Case Study?

Weighing the pros and cons of this method of research

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

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

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

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

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

At a Glance

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

What Are the Benefits and Limitations of Case Studies?

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

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

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

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

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

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

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

Case Study Examples

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

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

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

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

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

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

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

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

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

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

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

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

Section 1: A Case History

This section will have the following structure and content:

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

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

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

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

Section 2: Treatment Plan

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

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

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

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

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

Need More Tips?

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

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

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

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

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

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

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

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Writing A Case Study

Case Study Format

Simple Case Study Format for Students to Follow

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A Complete Case Study Writing Guide With Examples

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

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

Many students struggle with case study writing !

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

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

So, let’s get started!

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

How to Format a Case Study 

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

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

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

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

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

An introduction about what the case study is all about.

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

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

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

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

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

Case Study Formatting Guidelines 

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

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

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

How To Write A Case Study Pdf

Case Study Format Template

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

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

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

Case Study Format Examples

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

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

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

APA Case Study Format

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

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

Business Case Study Format

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

Case Study Format For MBA Students

Case Study Format Nursing

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

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

Nursing Case Study Format

Harvard Business School Case Study Format

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

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Medical Case Study Format

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

Case Study Format Psychology 

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

Case Study Format Psychology

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

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

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

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

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

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Shawnee County: A Case Study on Early Voting Access

Your ability to vote and make your voice heard can vary severely based on where you live. Many decisions affecting voter access are made at the county level, meaning two neighbors on opposite sides of a county line could have dramatically different options on how to vote.

One example of this is Shawnee County.

Shawnee is Kansas's third most populated county, yet only offers one early voting location for voters. For reference, no other top-5 populated city offers fewer than 4; Johnson and Sedgwick offer 18 and 19 locations respectively. By only offering one early polling location, county officials are making it dramatically harder to early vote in Shawnee County.

You can see how much harder it is to vote in Shawnee when you compare it with Wyandotte, which is roughly the same population. Wyandotte offers 5 locations for early, in-person voting; this means it has one poll for every 18,321 people. By contrast, Shawnee has one early in-person voting location, which has to serve all 116,186 registered voters.

The harm from this decision becomes more striking when you look at less populated counties that offer more early voting locations.

Butler County has fewer than half the number of registered voters as Shawnee County, yet offered 2 polling locations in 2022; this means they have a polling location per 23,924 registered voters, making it nearly 5x more accessible by this metric than Shawnee. More dramatically Brown County has only 6,546, yet offers 4 voting locations, making it 71x more accessible than Shawnee County based on early voting locations per registered voter. (Brown County is also roughly the same area as Shawnee, meaning the average distance to the poll is much lower as well).

Finally, Shawnee falls short in the time they offer for early voting. They offer 11 days of early voting, fewer than many smaller counties and about half of the 20 allowed by law. More dramatic is the number of early in-person voting hours offered outside of business hours. Shawnee only offers 20 hours, whereas across the county line in Douglas voters have nearly double that at 36 hours. Wyandotte takes this further with 48; Johnson County laps Shawnee with 180 non-business early vote hours. Even the much smaller Crawford County offers 54 hours of early voting outside of business hours.

This is much more than mere data. Every extra polling location means an easier process for real voters to vote early. Every extra day of early voting means more opportunities to vote, which can also lead to a faster process, especially by reducing lines on Election Day. And every hour offered outside of 8-5 work day could be the difference between someone who works casting a vote or not.

Our democracy is strongest when every eligible voter makes their voice heard. In Kansas, county election officials make decisions that have the biggest impact on voter access. Though this has the downside of access varying across counties, the upside is that the decision-makers are local, and every Kansan can work within their own community to make it easier to vote for themselves and their neighbors.

Stay informed

How Much Do Podcasters Make? Examples, Case Studies, & Methods

70% of new podcasters in our podcast planner tool survey told us they want to make money from podcasting. 29% even said they wanted to make podcasting their main income stream.

If this is a goal you can relate to, here’s a question you probably want to know the answer to: How much do podcasters make?

Podcasting might seem like money for nothing, as the Dire Straits once sang. All you need is a couple of mics, a notebook to scribble on, and a voice that people want to listen to…right? Not exactly.

Podcasting isn’t easy money. It takes time and commitment to start generating income from your podcast. But it is possible, and you can make good money from your podcast if you get the formula right.

How Much Do Celebrity Podcasters Make?

When you hear people talking money in podcasting, it’s often in eye-watering figures. This is because the popular podcasters whose paychecks make the news do so because the rarity of it is what’s newsworthy.

For example, there’s Joe Rogan’s reported $200 million deal with Spotify , Tim Ferriss cashing in $54K per episode , the ChapoTraphouse team earning $154K per month . They’re not the only high earners in podcasting , either.

Even before the Apple-Spotify wars for market share, popular podcasters made good money through sponsorship, crowdfunding, merchandise, book deals, speaking fees, or a combination of the above.

Big businesses are willing to pay for podcast advertising because they offer a unique way of reaching audiences. Studies have shown that podcasts can strongly influence listener brand perception by building intimacy and trust over time. And recently, podcasts overtook TV and radio as the most effective medium to advertise on.

However, if you plan to start a podcast , this big-money info is not a guiding star. With 4 million active podcasts in the world right now, podcasters who make over $100K per year are the outliers.

But what about the millions of other podcasters who monetize their shows? How much money are they making? Let’s take a look at some examples, before diving into exactly how they make it.

How Much Does An Average Podcaster Make?

Podcast celebrities aside, how much money can your average independent podcaster expect to make?

Well, the answer is “it depends”. But, based on our own experiences of well over a decade in the medium, here are some fictionalised but realistic case studies.

The Hobbyist – $60 per month

The hobbyist could be running a fiction podcast or creating content around their passion (think knitting, miniature painting , or retro video games). Their enthusiasm is infectious, and they build a dedicated community around it. They use a site like Patreon for regular listener donations , release premium episodes behind a paywall , and sell the odd t-shirt, sticker, or mug . After a couple of years, they’re able to cover their hosting costs and treat themselves to a pizza every now and then.

How much does a hobbyist podcaster make?

• Crowdfunding $30 per month
• Premium content $20 per month
• Merch $10 per month

The Side-Gigger – $240 per month

The side-gigger is having fun talking about their passion, too. But it’s more likely that their topic will address some sort of audience pain point. That could be anything from weight loss or fitness goals to learning a language or passing a particular type of exam. They’re offering solutions or help to their listeners, and approach it with more of a business mindset. Their show is a good fit for advertisers and affiliate links , and they took some time to distil their knowledge into an eBook, too. Maybe they will eventually be able to grow this into a full-time income, but for now, it’s a nice extra earner for doing something they enjoy.

How much does the side-gigger podcaster make?

• Sponsorship $150 per month
• Ebook Sales $20 per month
• Affiliates $70 per month

The Business Owner – $2600 per month

The business owner might’ve once been a side-gigger, or, their business might pre-date their podcast. In either case, though, this type of podcaster offers something that their listeners are willing to invest heavily in. They’ve grown such a strong authority and personal brand that people will pay a lot of money for an hour of their time. For those who can’t afford one-on-one coaching, there are detailed courses for sale. The business podcaster has also created a product designed to address their audience’s particular pain point, which is another solid source of income. Though the top line here seems (and is!) impressive, outgoings and time demands are also much higher.  

How much does the business-owner podcaster make?

• Course sales $600 per month
• Coaching $1200 per month
• Product sales $800 per month

Choosing a Money-Making Niche

Our fictional podcasters all have one thing in common, and that’s a clearly defined niche .

If you expect to make a substantial income stream from your podcast, you’ll need to choose a niche that will help you do that. Either that or you’ll need to be an already-known figure or brand.

For example, there are a lot of tv-recap podcasts , and sponsors are willing to pay for ad reads on those shows. But, the more unique your value proposition , the more your podcast will stand out. It’ll be memorable, and your audience is more likely to share it with their friends. The community it creates may be smaller but more engaged.

Joe Rogan and Amy Schumer were celebrities before they started podcasting. Serial was widely promoted by This American Life, and followed a changing news story.

Some podcasters dig into a social need, what marketers call “pain points,” to create content. Chapo Traphouse’s niche is a deep dive into political opinion, drumming up fierce loyalty. Their Patreon followers make a small financial investment, but a huge emotional one . Tim Ferriss tapped into white-collar workers’ need to feel fulfilled and gain control over their lives .

Can you make lots of money by simply recording yourself talking? Probably not. Can you make money by sharing knowledge and expertise with a combination of excellent sound design, unique and useful ideas, careful research, and interesting guests? Much more likely.

The main takeaway here is that in no way is podcasting passive income. It’s a lot of work.

6 Core Podcast Monetization Methods (and How Much You Can Make)

Let’s look at a few of the core ways podcasters make money and how much you can expect to make if you go down that route with your podcast.

1. Affiliate Marketing

Affiliate sales are probably the easiest way to start monetizing your podcast if you’re new to the game.

Running an affiliate program is when you have an agreement to provide an affiliate link somewhere on your website or show notes that promotes a brand. We won’t go into the details of how it works here – you can read all about that in this affiliate marketing for podcasters guide.

But essentially, you generate a small income every time a listener makes an online purchase through your custom affiliate link. How much you make per click depends on the affiliate sales agreement you have with the brand, but normally it’s between 5-50% of the sale. So if it’s a link to a book that costs $20, you could earn between $1-10 for every click.

2. Advertising and Sponsorship

While advertising is often the go-to monetization strategy, it’s not the easiest way to make money podcasting. To make decent money from advertising and sponsorships in podcasting, you need one of two things: Impressive download numbers or an extremely niche topic with a hardcore audience (or both!).

How Much Do Podcasters Make Per Episode?

CPM  (cost per mile) in podcast advertising is around $25 per 1000 downloads per episode. But note that this only includes downloads within the first 30 days of the episode’s release date.

But if you have a popular podcast with a very loyal niche audience, you theoretically could earn the same amount for around half the number of downloads per month. Ultimately, it depends on your niche and how valuable your audience is to the advertiser.

3. Exclusive Content

Offering exclusive content is a monetization method that will only work if you have a hardcore loyal audience who lap up your content. That, or you’ll need to provide very niche content where listeners see value in paying for your expertise.

Normally podcasters will charge for access to their back catalogue or additional high-value episodes on top of the free content they offer. You can expect to earn between $3-6 per series with this strategy, depending on how popular your podcast is. Check out this guide on how to sell podcast episodes if you’re interested in pursuing this.

To generate income from a private podcast, you’ll also need to pay for a hosting provider that offers membership capabilities. You can expect to pay around $20 per month for this software.

4. Selling a Product or Service

Creating your own physical products or consulting services to sell through your podcast (rather than advertising someone else’s) is a popular way to make money through your podcast.

For example, maybe you run a bodybuilding podcast and decide to start selling your own health shakes. Maybe ones that include a new ingredient you’ve been raving about to your listeners. Or, you might start offering online training sessions with listeners too.

How much podcasters make from this sort of monetization depends on how much you charge for the product or the service you’re selling. But the good news is, if you’re an independent podcaster, you get 100% of the takings.

5. Paid Subscriptions

Paid subscriptions might include exclusive content as part of the package, but not always. To start making money from paid subscriptions, you’ll need to be popular with your audience or offer a really attractive subscription package. This might even link up with selling exclusive content or a service or product through your podcast.

Here’s an example: TikTok influencer Jimmy Chang hosts his subscriber community on Fanhouse. For $10 per month, his subscribers get access to a load of additional bonus content as well as one-to-one ‘body transformation coaching sessions, and a load of other stuff too.

And how much can you make through paid podcast subscriptions?

If Jimmy has 15k subscribers and 3% of those were paid members, he’d make around $450 per month through Fanhouse (minus any monthly fee he pays to host on the platform).

6. Donations

Accepting listener donations is a monetization method many creators use to keep their podcasts independent.

Asking listeners to commit to a regular monthly donation frees you from relying on other podcast monetization strategies like sponsorship, which might influence the content of your show.

Donation buttons can be set up for voluntary amounts (starting at $1 per month), or you can have fixed tiers that ask for a higher donation in exchange for something (for example, bonus content or merchandise).

Use Multiple Income Streams

If you ask any podcaster who makes a decent income from their show how they do it, it’s likely they’ll all say the same. Multiple income streams. A combination of some, if not all, of the above monetization methods is how most podcasters make their money.

So while no single option from the list above will be your golden ticket to quitting your day job, a combination could bring in a decent monthly package.

The Price of Admission in Podcasting

Although the price of admission in podcasting is low, it’s not a free-for-all. So while you can easily make money with your podcast, you’ll need to spend at least a little cash first to make some later. This means you’ll likely be operating with negative cash flow when you first start out.

But you can definitely start a podcast on a low budget . Libraries sometimes offer courses, equipment and quiet space to record. If you’re just starting a podcast , you have some fixed costs (such as gear, hosting, branding) and variable costs (time, energy, enthusiasm).

However much it costs you to make your podcast, your podcast’s idea, or niche, has to be equally interesting, unique, well-crafted, and necessary.

If you’re asking “how much do podcasters make?” because you’re trying to choose whether to take on a second job, or make a podcast, consider the following: Podcasting won’t provide the income stream and stability of a job, especially not at first. However, it can be very rewarding in the long term. Most podcasters want to quit their jobs to podcast full-time, and some even manage it.

There are many different ways to monetize a podcast – but they all require one thing, and that’s an audience. In order to build an audience from scratch , you’re going to have to create content that people actually want to listen to.

Case Study: Sarah Rhea Werner, Write Now and Girl In Space

Sarah Rhea Werner is one of the biggest success stories in independent podcasting. She began making solo shows ( Write Now and Girl In Space ), and now she is able to say, “I make a full-time living podcasting (including paying for healthcare, if not saving for emergencies) because I include both direct AND indirect podcast income.” She diversifies her podcasts’ revenue streams, “avenues like Patreon, tip jars, in-episode advertising, etc.” As a result of per podcasts, she can also make money indirectly, “speaking engagements, product & merchandise sales, course sales, freelance opportunities, coaching, IP/rights licensing/sales, and more.”

She points out that the key is to set realistic goals, and build your audience first:

“Unless something magical (or illegal) happens, you’re probably not going to make $1 million podcasting overnight. But you can begin to make money and increase it incrementally over time, scaling it like a business. It comes down to setting and attaining realistic goals . So perhaps your first goal is to cover your podcasting costs — your microphone and other equipment, your website, your hosting company, paying actors, and maybe a few other things. What does that money look like on a per-month basis? How will you obtain it, dollar by dollar? That’s your first goal.” – Sarah Rhea Werner

Related Article

How to Make Money From a Podcast, for Beginners & Pros Alike

Best tactics teaching you how to make money from a podcast, from sponsorship and affiliate income to merchandise and more.   Find out more »

So, How Much Money Do Podcasters Make?

In summary, there are many ways to monetize a podcast , and generating multiple income streams from a combination of them is the way to make a decent packet.

But you first need to build an audience around your content . That takes a bit of time and hard work.

If you’re just getting started with your podcast, this how to start a podcast guide will take you through the launch process. This podcast promotion guide can help you sustain it.

Podcraft Academy has detailed courses and downloadable resources to help you with all aspects of making a podcast. Plus, our weekly live Q & A sessions can help with any questions that you might have. Join us!

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The independent source for health policy research, polling, and news.

Key Facts on Health Coverage of Immigrants

Published: Sep 17, 2023

Note: This content was updated on June 26, 2024 to include updated information about state coverage for immigrants.

As of 2022, there were 45.5 million immigrants residing in the U.S., including 21.2 million noncitizen immigrants and 24.2 million naturalized citizens, who each accounted for about 7% of the total population. 1 Noncitizens include lawfully present and undocumented immigrants. Many individuals live in mixed immigration status families that may include lawfully present immigrants, undocumented immigrants, and/or citizens. One in four children has an immigrant parent, including over one in ten (12%) who are citizen children with at least one noncitizen parent. 2 This fact sheet provides an overview of health coverage for immigrants based on data from The 2023 KFF/LA Times Survey of Immigrants , the largest nationally representative survey focused on immigrants.

As of 2023, half (50%) of likely undocumented immigrant adults and one in five (18%) lawfully present immigrant adults report being uninsured compared to less than one in ten naturalized citizen (6%) and U.S.-born citizen (8%) adults . 3 Noncitizen immigrants are more likely to be uninsured than citizens because they have more limited access to private coverage due to working in jobs that are less likely to provide health benefits and they face eligibility restrictions for federally funded coverage options, including Medicaid, the Children’s Health Insurance Program (CHIP), Affordable Care Act (ACA) Marketplace coverage, and Medicare. Those who are eligible for coverage also face a range of enrollment barriers including fear, confusion about eligibility rules, and language and literacy challenges. Reflecting their higher uninsured rate, noncitizen immigrants are more likely than citizens to report barriers to accessing health care and skipping or postponing care. Immigrants have lower health care expenditures than their U.S.-born counterparts given their more limited access and use.

Some states have expanded access to health coverage for immigrants. At the federal level, legislation has been proposed that would expand eligibility for health coverage for immigrants, though it faces no clear path to passage in Congress. At the state level, there has been continued take up of state options to expand Medicaid and CHIP coverage for lawfully present immigrant children and pregnant people, and a small but growing number of states have expanded fully state-funded coverage to certain groups of low-income people regardless of immigration status. However, many immigrants, particularly those who are undocumented, remain ineligible for coverage options.

Many immigrants remain fearful of accessing assistance programs, including health coverage. The Biden Administration reversed prior Trump Administration changes to public charge rules , which may help reduce fears among immigrant families about participating in non-cash assistance programs, including Medicaid and CHIP. It also increased funding for Navigator programs that provide enrollment assistance to individuals, which is particularly important for helping immigrant families enroll in coverage. However, as of 2023, nearly three-quarters of immigrant adults, including nine in ten of those who are likely undocumented, report uncertainty about how use of non-cash assistance programs may impact immigration status or incorrectly believe use may reduce the chances of getting a green card in the future. About a quarter (27%) of likely undocumented immigrants and nearly one in ten (8%) lawfully present immigrants say they avoided applying for food, housing, or health care assistance in the past year due to immigration-related fears.

Overview of Immigrants

Based on federal survey data, as of 2022, there were 45.5 million immigrants residing in the U.S., including 21.2 million noncitizens and 24.2 million naturalized citizens, who each accounted for about 7% of the total population (Figure 1). 4 About six in ten noncitizens were lawfully present immigrants, such as lawful permanent residents (green card holders) and those with a valid work or student visa, while the remaining four in ten were undocumented immigrants, who may include individuals who entered the country without authorization and individuals who entered the country lawfully and stayed after their visa or status expired. 5 Many individuals live in mixed immigration status families that may include lawfully present immigrants, undocumented immigrants, and/or citizens. A total of 19 million or one in four children living in the U.S. had an immigrant parent as of 2022, and the majority of these children were citizens (Figure 1). 6 About 8.6 million or 12% were citizen children with at least one noncitizen parent.

Uninsured Rates by Immigration Status

The 2023 KFF/LA Times Survey of Immigrants , the largest nationally representative survey focused on immigrants, provides data on health coverage of immigrant adults and experiences accessing health care, including by immigration status.

Although the majority of uninsured people are citizens, noncitizen immigrants, particularly likely undocumented immigrants, are significantly more likely to report being uninsured than citizens. As of 2023, half (50%) of likely undocumented immigrants and one in five (18%) lawfully present immigrants say they are uninsured compared to 6% of naturalized citizens and 8% of U.S.-born citizens (Figure 2) . 7

Reflecting their higher uninsured rates, noncitizen immigrants, especially those who are likely undocumented, are more likely than citizens to report barriers to accessing health care and skipping or postponing care. Research shows that having insurance makes a difference in whether and when people access needed care. Those who are uninsured often delay or go without needed care, which can lead to worse health outcomes over the long-term that may ultimately be more complex and expensive to treat . Overall, likely undocumented immigrants are more likely than lawfully present immigrants and naturalized citizens to report not having a usual source of care other than an emergency room, not having a doctor’s visit in the past 12 months, and skipping or postponing care in the past 12 months (Figure 3). 8 Lawfully present immigrants also are more likely than naturalized citizens to say they have not had a doctor’s visit in the past 12 months.

Research also shows that immigrants have lower health care expenditures than their U.S.-born counterparts as a result of lower health care access and use, although their out-of-pocket payments tend to be higher due to higher uninsured rates. Recent research further finds that, because immigrants, especially undocumented immigrants, have lower health care use despite contributing billions of dollars in insurance premiums and taxes, they help subsidize the U.S. health care system and offset the costs of care incurred by U.S.-born citizens.

Access to Health Coverage Among Immigrants

Private coverage.

Despite high rates of employment, noncitizen immigrants have limited access to employer-sponsored coverage. Although most noncitizen immigrant adults say they are employed, they are significantly more likely than citizens to report being lower income (household income less than $40,000) (Figure 4). 9 This pattern reflects disproportionate employment of noncitizen immigrants in low-wage jobs and industries that are less likely to offer employer-sponsored coverage. Given their lower incomes, noncitizen immigrants also face challenges affording employer-sponsored coverage when it is available or through the individual market.

Federally Funded Coverage

Lawfully present immigrants may qualify for Medicaid and CHIP but are subject to certain eligibility restrictions. In general, lawfully present immigrants must have a “qualified” immigration status to be eligible for Medicaid or CHIP, and many, including most lawful permanent residents or “green card” holders, must wait five years after obtaining qualified status before they may enroll. Some immigrants with qualified status, such as refugees and asylees, as well as citizens of Compact of Free Association ( COFA ) communities,  do not have to wait five years before enrolling. Some immigrants, such as those with temporary protected status, are lawfully present but do not have a qualified status and are not eligible to enroll in Medicaid or CHIP regardless of their length of time in the country (Appendix A). For children and pregnant people, states can eliminate the five-year wait and extend coverage to lawfully present immigrants without a qualified status. As of March 2024, 37 states plus D.C. have taken up this option for children and 30 states plus D.C. have elected the option for pregnant individuals.

In December 2020, Congress restored Medicaid eligibility for citizens of COFA communities and in  March 2024 , eligibility was restored for additional federally funded programs including CHIP . The U.S. government has COFA agreements with the Republic of the Marshall Islands, the Federated States of Micronesia, and the Republic of Palau. Certain citizens of these nations can lawfully work, study, and reside in the U.S., but they had been excluded from federally funded Medicaid since 1996, under the Personal Responsibility and Work Opportunity Reconciliation Act. As part of a COVID-relief package, Congress restored Medicaid eligibility for COFA citizens who meet other eligibility requirements for the program effective December 27, 2020. On March 9, 2024, Congress further extended eligibility for  COFA  citizens to newly include other federally funded programs such as CHIP, the Supplemental Nutrition Assistance Program (SNAP), and Temporary Assistance for Needy Families (TANF), among others.

A total of 22 states have also extended coverage to pregnant people regardless of immigration status through the CHIP  From-Conception-to-End-of-Pregnancy  (FCEP) option .  Colorado  plans to implement this coverage by January 2025. While other pregnancy-related coverage in Medicaid and CHIP requires 60 days of postpartum coverage, the CHIP FCEP option does not include this coverage. However, some states that took up this option provide postpartum coverage regardless of immigration status either through a CHIP state plan amendment or using state-only funding. Additionally, ten states (California, Connecticut, Illinois, Maine, Massachusetts, Minnesota, New York, Oregon, Rhode Island, and Washington) have used state funding or CHIP health services initiatives to extend postpartum coverage to 12 months to individuals regardless of immigration status to align with the  Medicaid extension  established by the American Rescue Plan Act, and Maryland  extends coverage  for four months postpartum through its health services initiative.

Lawfully present immigrants can purchase coverage through the ACA Marketplaces and, like citizens, may receive tax credits to help pay for premiums and cost sharing that vary on a sliding scale based on income. Generally, these tax credits are available to people with incomes starting from 100% of the federal poverty level (FPL) who are not eligible for other affordable coverage. In addition, lawfully present immigrants with incomes below 100% FPL may receive tax credits if they are ineligible for Medicaid based on immigration status. This group includes lawfully present immigrants who are not eligible for Medicaid or CHIP because they are in the five-year waiting period or do not have a “qualified” status.

Lawfully present immigrants also can qualify for Medicare subject to certain restrictions. Specifically, they must have sufficient work history to qualify for premium-free Medicare Part A. If they do not have sufficient work history, they may qualify if they are lawful permanent residents and have resided in the U.S. for five years immediately prior to enrolling in Medicare, although they must pay premiums to enroll in Part A.

Undocumented immigrants are not eligible to enroll in federally funded coverage including Medicaid, CHIP, or Medicare or to purchase coverage through the ACA Marketplaces. Previously, individuals with Deferred Action for Childhood Arrivals (DACA) status were not considered lawfully present for purposes of health coverage eligibility and remained ineligible for these coverage options despite having a deferred action status, which otherwise qualified for Marketplace coverage. On May 3, 2024, the Biden Administration published new regulations that will change the definition of lawfully present to include DACA recipients for purposes of eligibility to purchase coverage through the ACA Marketplaces and to receive tax credits to help pay for premiums and cost sharing. The rule will become effective on November 1, 2024. Medicaid payments for emergency services may be made on behalf of individuals who are otherwise eligible for Medicaid but for their immigration status. These payments cover costs for emergency care for lawfully present immigrants who remain ineligible for Medicaid as well as for undocumented immigrants.

State Funded Coverage

As of June 2024, 12 states plus D.C. provide comprehensive state-funded coverage for children regardless of immigration status (Figure 5) . These states include California, Connecticut, Illinois, Maine, Massachusetts, New Jersey, New York, Oregon, Rhode Island, Utah, Vermont, Washington, and D.C. By 2025,  Colorado  and  Minnesota  plan to offer state-funded Medicaid-like coverage to income-eligible children regardless of immigration status. Additionally, two of these states (New Jersey and Vermont) also provide state-funded coverage to income-eligible pregnant people regardless of immigration status, with Vermont extending this coverage for 12 months postpartum.

As of June 2024, six states  (California, Colorado, Illinois, New York, Oregon, Washington) plus D.C. have also expanded fully state-funded coverage to some income-eligible adults regardless of immigration status (Figure 6) . Some additional states  cover  some income-eligible adults who are not otherwise eligible due to immigration status using state-only funds but limit coverage to specific groups, such as lawfully present immigrants who are in the five-year waiting period for Medicaid coverage, or provide more limited benefits. Maryland and Minnesota have also indicated plans to extend coverage to adults.

Data suggest that state coverage options for immigrants make a difference in their health coverage and health care access and use . The 2023 KFF/LA Times  Survey of Immigrants  shows that immigrants residing in states with more expansive coverage policies for immigrants are less likely to be uninsured compared to their counterparts living in states with less expansive coverage policies.  California’s 2016 expansion to cover low-income children regardless of immigration status was associated with a  34%  decline in uninsurance rates. Similarly, a decline in uninsurance rates. Similarly, a  study  found that children who reside in states that have expanded coverage to all children regardless of immigration status were less likely to be uninsured, to forgo medical or dental care, and to go without a preventive health visit than children residing in states that have not expanded coverage. Other research has found that expanding Medicaid coverage to pregnant people regardless of immigration status was associated with higher rates of prenatal care and  improved outcomes  including increases in average gestation length and birth weight among newborns, while more restrictive state coverage policies were associated with  reduced postpartum care  utilization. The cost of providing insurance to immigrant adults through Medicaid expansion was also found to be  less than half  the per person cost of doing so for U.S-born adults. Recent estimates also suggest that the state-funded expansion to all immigrants regardless of status in California could  reduce poverty  among noncitizen immigrants and their families.

Enrollment Barriers

Among immigrants who are eligible for coverage, many remain uninsured because of a range of enrollment barriers, including fear, confusion about eligibility policies, difficulty navigating the enrollment process, and language and literacy challenges. Research suggests that changes to immigration policy made by the Trump Administration contributed to growing fears among immigrant families about enrolling themselves and/or their children in Medicaid and CHIP even if they were eligible. In particular, changes to the public charge policy likely contributed to decreases in participation in Medicaid among immigrant families and their primarily U.S.-born children. The Biden Administration reversed many of these changes, including the changes to public charge policy, and has increased funding for Navigator programs that provide enrollment assistance to individuals, which is particularly important for helping immigrant families enroll in coverage. However, as of 2023, nearly three-quarters of immigrant adults, including nine in ten of those who are likely undocumented, report uncertainty or an incorrect understanding about how use of non-cash assistance programs may impact immigration status or incorrectly believe use may reduce the chances of getting a green card in the future. About a quarter (27%) of likely undocumented immigrants and nearly one in ten (8%) lawfully present immigrants say they avoided applying for food, housing, or health care assistance in the past year due to immigration-related fears .

Although the majority of immigrants are working, noncitizen immigrants, particularly those who are likely undocumented, have high uninsured rates due to more limited access to both public and private coverage. Federal legislation has been proposed that would expand immigrant eligibility for health coverage, though there is no clear path to passage in Congress. In the absence of federal action, some states are filling gaps in access to coverage for immigrants. However, many remain ineligible for any coverage options, contributing to barriers to access and use of care. Those eligible for coverage also face an array of barriers to enrollment, including fear and confusion about eligibility. The Biden Administration has made changes to public charge policies that are intended to reduce fears of enrolling in health coverage and accessing care and increased funding for outreach and enrollment assistance, which may help eligible immigrant families enroll and stay enrolled in coverage. However, immigrants continue to have significant confusion around public charge rules highlighting the importance of outreach and enrollment assistance , including community-led efforts, to rebuild trust and reduce fears among immigrant families about accessing health coverage and care.

KFF analysis of 2022 American Community Survey (ACS) 1-year Public Use Microdata Sample.

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KFF/LA Times Survey of Immigrants (April 10 – June 12, 2023).

Lawfully present immigrants are those who said they are not a U.S. citizen, but currently have a green card (lawful permanent status) or a valid work or student visa; likely undocumented immigrants are those who said they are not a U.S. citizen and do not currently have a green card (lawful permanent status) or a valid work or student visa. These immigrants are classified as “likely undocumented” since they have not affirmatively identified themselves as undocumented.KFF analysis of 2022 American Community Survey (ACS) 1-year Public Use Microdata Sample.

The estimate of the total number of noncitizens in the US is based on the 2022 American Community Survey (ACS) 1-year Public Use Microdata Sample (PUMS). The ACS data do not directly indicate whether an immigrant is lawfully present or not. We draw on the methods underlying the 2013 analysis by the State Health Access Data Assistance Center (SHADAC) and the recommendations made by Van Hook et. Al. 1 , 2 This approach uses the Survey of Income and Program Participation (SIPP) to develop a model that predicts immigration status; it then applies the model to ACS, controlling to state-level estimates of total undocumented population from Pew Research Center. For more detail on the immigration imputation used in this analysis, see the Technical Appendix B .

• Racial Equity and Health Policy
• Access to Care

Also of Interest

• Understanding the U.S. Immigrant Experience: The 2023 KFF/LA Times Survey of Immigrants
• Health and Health Care Experiences of Immigrants: The 2023 KFF/LA Times Survey of Immigrants

• Open access
• Published: 05 August 2024

Development and piloting of an online course to improve knowledge, confidence and attitudes towards triaging images of skin lesions submitted online in primary care

• Maria Ntessalen 1 ,
• Albana Krasniqi 1 &
• Peter Murchie 1  

BMC Medical Education volume  24 , Article number:  839 ( 2024 ) Cite this article

70 Accesses

Metrics details

Melanoma is the 5th commonest cancer in the UK and survivors require frequent and thorough skin checks. During the Achieving Self-directed Integrated Cancer Aftercare (ASICA) trial, melanoma survivors used an app to submit images of concerning lesions for assessment by a dermatology nurse. In the past, online courses have been used to train non-specialist primary care practitioners (PCPs) in this skill.

This study aimed to determine whether an online course could increase knowledge, confidence, and attitudes towards skin image triage in PCPs in the Grampian area.

Preliminary discussions were held with PCPs to determine the need for an online course. The course was designed at the University of Aberdeen and included an introduction to the skin, case studies and quizzes on a variety of skin conditions based on melanoma survivors’ submissions via the ASICA app. Two pre- and post-course questionnaires were administered to all participants to (1) assess knowledge gained and (2) assess any improvements in confidence and attitudes towards triaging skin lesions that could be indicative of skin cancer. All PCPs in the Grampian area were invited to participate with almost 70 medical practices contacted. Results were analysed using a paired sample T-test.

The course was advertised to all GP practices in the Grampian area and 38 PCPs completed all its stages. Undertaking the course improved all PCPs’ confidence and attitudes towards triaging ( p  < 0.001). It also improved knowledge in all non-GP PCPs ( p  = 0.01). Most participants found the course useful; thought it was at the right level of difficulty, right format and thought the design was good.

Conclusions

Our online course in triaging skin lesions submitted digitally to PCPs was able to improve knowledge, confidence, and attitudes towards triaging. The course was acceptable in its design and was deemed useful and applicable to practice. Further research should investigate the effect the course has on secondary care referral numbers.

Significance

Skin problems can make up to 15% of Primary Care appointments and patients with benign or low risk skin problems are often inappropriately referred to specialists causing delay in secondary care.

Based on the findings of the ASICA trial it was suggested that low risk concerns can be effectively triaged by non-specialist primary care practitioners (PCPs).

Previous studies showed that online courses can improve knowledge, confidence, and attitudes towards triaging images of skin lesions.

The content of this online course was designed based on the most commonly submitted lesions in the ASICA trial and allowed PCPs (including GPs, GP trainees, ANPs, practice nurses and physician associates) to complete it in their own time.

The study showed that completing the online course increased PCP confidence and attitudes towards triaging skin lesions, regardless of their prior knowledge and experience.

The course also increased knowledge of all non-GP PCPs as well as PCPs with up to 2 years in their current post.

Peer Review reports

Introduction

Melanoma is a cancer of pigment-producing cells within the skin and can result from long-term exposure to UV light [ 1 ]. It is the fifth commonest cancer in the UK and incidence is increasing, making it a significant public health concern [ 2 , 3 ]. 10 year recurrence rates for patients treated are reportedly high beginning from 20% for stage IB/ IIA melanomas (accounting for almost 28% of all primary melanomas) and up to 67% for stage IIB/C primary melanomas (accounting for almost 10% of melanomas) [ 4 ]. These patients require regular monitoring to diagnose melanoma at an early stage as early diagnosis offers better treatment outcomes [ 4 , 5 ]. However, the need for regular monitoring through skin checks in secondary care may be disadvantaging certain groups, such as rural dwellers, as it may mean longer journey times to the hospital and therefore could result in poorer outcomes [ 6 , 7 ]. Additionally, given the shortfall of dermatologists in the UK and increasing skin cancer workload, it is imperative primary care practitioners (PCPs) work together with secondary care to help meet increasing demands [ 7 , 8 ].

In recent years, digital healthcare has been increasingly used as a method for skin lesion triaging to limit unnecessary hospital attendance and to help patients facing difficulties accessing care due to geographic location [ 9 , 10 ]. In line with this, the Achieving Self-directed Integrated Cancer Aftercare (ASICA) app was developed to help melanoma patients with their monthly skin checks to aid early detection of recurrent or new melanoma [ 11 , 12 ]. The app prompted and supported Total Skin Self Examinations (TSSEs) and provided participants with the opportunity to contact a Dermatology Nurse Practitioner (DNP) and receive feedback on any worrisome skin problems they had [ 13 ]. Participants in the ASICA trial were randomised to the ASICA intervention plus standard care, or standard care alone in a 1:1 ratio using a validated remote computer-automated randomisation system hosted at the Centre for Healthcare Randomized Trials (CHaRT) in Aberdeen [ 11 , 12 ]. 120 participants used ASICA for 12 months and together submitted a total of 189 concerns with their skin to be checked by the trial dermatology specialist nurse during that period. Participants were given a tablet with a built-in digital camera preloaded with the ASICA app and received comprehensive training on how to use the app (in person, group and written instruction). No restrictions were made on the nature of skin concerns that they should report as patients all had prior experience of receiving melanoma follow-up examinations [ 11 , 12 ]. Most concerns submitted were low risk and could be resolved without the need to see the participant face to face. The DNP could usually resolve the concern by referring to images and text descriptions submitted by the patient and following up with them by telephone, sometime requesting follow-up images. A relatively small number of patients, with higher risk concerns, required to be seen face to face; 7% triggered face-to-face consultations with a General Practitioner (GP) and 10% were seen at a dermatology clinic.

During analysis of qualitative data from the DNP in the ASICA trial (unpublished data), it was suggested that many low risk concerns could be effectively and efficiently triaged by non-specialist PCPs. This could have the added advantage of offering quicker reassurance for patients and enable more efficient use of specialist time to focus on higher risk concerns. The potential is further emphasised by the fact that initial screening of skin problems is a core activity for PCPs, where approximately 15% of primary care appointments are related to the skin [ 14 ]. Not surprisingly a previous systematic review has suggested that the diagnostic accuracy of pigmented lesions is lower for primary care physicians than dermatologists [0.42-1.00 vs. 0.81-1.00] so it is important that further effective training in skin-lesion triage is made available to PCPs to support them in this role [ 3 ].

A systematic review found that brief online courses can increase confidence and knowledge of PCPs skin lesion triage [ 15 , 16 ]. Currently, however, there are few well-designed and evidence-based courses that support the development of skin problem triage skills by PCPs [ 17 , 18 ]. To address this we designed an online course informed by the concerns submitted by participants in the ASICA trial. Our aim was to determine whether this course could increase the knowledge, confidence and positive attitudes toward skin lesion triage of relevant non-dermatology specialist PCPs such that they could have a larger role in the widescale implementation of ASICA into National Health Service (NHS) practice.

Development of the course

One-to-one preliminary discussions were held with 3 Advanced Nurse Practitioners (ANPs) working in primary care in the NHS Grampian area in January 2022 to scope how useful they would perceive a course in skin lesion triage to be. Discussions focused on: (1) The current situation in Primary Care, (2) How well-equipped PCPs felt to carry out triaging, (3) How they triaged the lesions that would come to them, (4) What would be the best way to train PCPs. The discussion took place online.

Course content

The content of the course was informed by the results of the ASICA trial with the commonest diagnoses forming its basis [ 12 ]. The course consisted of 2 main sections. The first provided a general introduction to the skin, discussed skin cancer, skin protection and assessment of suspicious skin lesions using the ABCDE algorithm - a mnemonic developed to help patients and physicians identify possible melanomas early where A is for Asymmetry, B is for Border irregularity, C is for Colour variability and/or Changing colour, D is for Different, E is for Evolving (changing) [ 19 ]. This was chosen above the modified Glasgow Algorithm as despite both being validated tools for assessing pigmented skin lesions (), as the former tool was deemed to be more memorable and easier to use given it is already in a checklist/ mnemonic format.

Each case study consisted of a patient scenario intentionally presented in an e-consult format to provide a realistic reflection of how skin lesion triage scenarios may present in primary care day-to-day. E-consult cases were formatted in a way that guided participants through clinical assessment of the lesion, assessment of level of concern, management steps and the appropriate outcome. Eleven scenarios were included in the course with primary diagnoses being (1) cherry haemangioma, (2) squamous cell carcinoma (SCC), (3) basal cell carcinoma (BCC), (4) dermatofibroma, 5)skin tag, 6) seborrhoeic keratosis, 7) melanoma, 8) atypical melanocytic naevus, 9) benign melanocytic nevus, 10) benign melanocytic nevus and 11) subungual haematoma. The case studies were interactive and required participants to provide answers before receiving feedback. Cases were grouped into sections and after a few cases, participants were asked to answer MCQs relating to the cases in the section they had just completed. Each quiz question depicted four images of lesions, three correct and one differential (incorrect) answer, and feedback using ABCDE descriptors was provided upon answer selection. There was a total of 11 case studies and 27 MCQs.

Course content was written up by the authors of this paper. Course content and questionnaires were reviewed for validity of content and proofread by three GP colleagues and a final year medical student with special interests/ experience in dermatology, two research fellows and two research assistants. Feedback on the correctness of content, structure and language was provided. Unfortunately, no Dermatology Consultants in the area were available provide feedback on this.

Moodle, an online platform used by Aberdeen University Medical School, was used to host the course. Material was transferred to Moodle by a software engineer at Aberdeen University. The course was designed to take approximately 3–4 h to complete however PCPs were allowed to complete it over 6 weeks.

As is standard on Moodle courses by the medical school, all participants were asked to complete an evaluation form at the end of the course to provide feedback on the dermatology case studies.

Recruitment and participants

A member of the NHS Research Network (NRS) Primary Care Network contacted all practice managers in the Grampian area with information about the online course (January 2023). Practice managers were asked to circulate an email to PCPs. Within this study PCPs included GPs, GP trainees, ANPs, practice nurses and physician associates. A reminder was circulated 2 weeks later to notify PCPs of the final date and prompt them to join the course if they were interested. Personal networks were also contacted.

Course evaluation methods

Participants emailed the course coordinator (MN) expressing their interest and were subsequently sent two pre-course questionnaires to complete which measured knowledge, confidence and attitudes towards triaging skin lesions. A 12-item questionnaire was developed by one of the authors (AK), assessing knowledge in triaging skin lesions using MCQs. No feedback was given to participants regarding their answers. A second 33-item questionnaire was developed by two of the authors (AK, PM), to collect personal and professional information and to assess confidence and attitudes towards triaging skin lesions on a scale from 1 to 10, with 1 being the least confident and 10 being the most. Following completion of the questionnaires, access was given to the course and participants were asked to complete it within 6 weeks. REDCap 13.1.25, an online database with in-built ability to create surveys, was used to design and distribute the pre- and post-course questionnaires.

Participants who did not complete the questionnaires within 2 weeks were sent two reminders 1 week apart as were those who had not started it within 2 weeks. All participants received a reminder email at 4 weeks since they were given access to the course and again a week later.

Following completion of the course, participants notified the course organiser and received the final two questionnaires. One was identical to the pre-course questionnaire. The other assessed confidence levels and attitudes towards triaging skin lesions.

The questionnaire was identical to the one they received at the beginning of the course, minus questions on personal information. Questions on confidence were assessed using a sliding bar. The participant chose how they felt about the question asked (using the sliding bar) and that automatically gave a number from 1 (least confident) – 10 (most confident). Confidence question examples included “How confident are you that if you find an issue of concern on an image of a skin lesion that you will take appropriate action?”. Questions on participants attitudes towards triaging skin lesions were scored using a 5-point Likert scale varying from strongly disagree- disagree- unsure- agree- strongly agree. Strongly disagree was given a value of 1 and strongly agree was given a 5. Attitude question examples include “It is important to carefully assess skin lesions submitted by patients?” and “I could find suspicious features on an image of a skin lesion if they were there.”

The values were added up before and after the course was taken to estimate a confidence score and a score on attitudes.

Statistical analysis

The pre- and post-course questionnaires were designed and sent using REDCap. After receiving all responses, the data were exported in cvs format and analysed using SPSS 28. The data were assessed for normal distribution and the appropriate test was applied (in this case a paired sample t-test). A p value of 0.05 was set as the point of significance. Only data from participants who completed both the pre- and post- test questionnaires were included in analysis.

Participants

All GP practices in Grampian, Northeast Scotland, were invited. Seventy-one PCPs contacted the course coordinator and expressed their interest. Figure  1 shows the number of people who joined the course and completed all steps. Thirty-eight out of 71 participants (53%) completed the course and all steps involved.

Flow diagram showing the number of people who joined the course and the number of people who were able to complete it and submit all questionnaires

Table  1 . shows characteristics of the participants who completed the online course. The participants were asked a number of questions at baseline that pertained to their age, gender, job role, years in their current post and previous training in dermatology and triaging.

Participants were also asked about frequency of triaging lesions, number of lesions triage and areas most commonly assessed (Table  2 ).

Course evaluation

Participants completed two questionnaires during course evaluation. A questionnaire assessing knowledge before and after they took the course, and a questionnaire assessing confidence and attitudes towards triaging skin lesions at the same time points. Table  3 shows mean values (SD) of questionnaires for the whole cohort and for different sub-groups. Notably, confidence increased significantly for the whole cohort, whereas knowledge increased significantly for non-GP PCPs and participants with just 0–2 years in their current post.

Participants feedback on course difficulty, usefulness, and overall satisfaction are seen in Table  4 . Feedback from all participants who started the course and attempted at least one question was analysed as feedback from non-completers was felt to be helpful in giving insight into barriers to course completion/ negative aspects to course design which could be useful for future improvement of the course/ similar courses.

Further information collected from the baseline questionnaire on confidence and attitude towards triaging skin lesions includes comments left by PCPs in an open textbox. Before joining the course, participants provided comments such as the following:

“Worried that I mainly rely on my experience of seeing abnormal lesions in past to guide my decision of whether lesion is abnormal rather than any “guideline” based decision making “ (Female, 46–54, GP). The time pressures in General Practice are so great at the moment that what I would want to do in an ideal world is not necessarily what I have time for currently. It would be good to look at every lesion in person and take a full history but if a patient has submitted a photo of a suspicious looking lesion I am more likely simply to refer on to dermatology. (Female, 55–65, GP)

According to participant feedback post-course, it was “useful”, “educational” and allowed them to “gain knowledge which they took directly back to practice”. Participants also found use of cases and MCQs very useful for learning and liked the realistic set-up of the course with the presentation of the e-consult.

Participants also provided opinions on the course in a free-text question (Table  5 ). These focused on suggestions to improve technical issues and praise for the course. The technical feedback was on an error that appeared during the release of the course where images on a case were no longer available. A small number of participants fed back that images could be larger to aid with identification of diseases. One participant felt not all topics in MCQs were covered in case studies. Another suggested a navigation bar plus the ability to go back to where they had left off would be a good addition to the course. A few participants suggested increasing the number of MCQs and providing more feedback on the “incorrect” answers to questions. Finally, more than a third of participants expressed how useful they found the course in increasing their knowledge, how it would help their practice and that they would like to see more of it.

Summary of findings

This study developed and evaluated a digital healthcare intervention in the form of an online course which aimed to improve the knowledge, confidence and attitudes of PCPs in triaging digital images and descriptions of skin concerns submitted by patients to support self-directed total-skin-self-examination. Of the PCPs who volunteered to take the course and complete the pre- and post-course questionnaires, 38 submitted all questionnaires and completed the course (53%). The training provided during the course increased confidence and attitudes in the cohort of PCPs ( p  < 0.001). Knowledge increased in the whole cohort but was only significantly increased when GPs were excluded from the analysis ( p  = 0.010) or among PCPs with only 0–2 years of experience in their current post ( p  = 0.008).

Context with other research

A number of online courses were previously designed aiming to improve the dermatological skills and practice of PCPs as already mentioned. Their content is variable, either covering only specific areas of dermatology/ body sites [ 20 , 21 ] or being based on referral guidelines determined by “red flags” [ 22 ]. The ASICA trial specifically analysed cases that were frequently encountered by a dermatology nurse practitioner as reported by participants. Consequently, in addition to covering cases centred around a single topic, the course provided comprehensive information and training on skin cancers and pigmented lesions, which has been proven to enhance the diagnostic accuracy of PCPs [ 23 ] .

In our study, we gathered information about training received by PCPs prior to attending the course. It was notable that out of the 38 PCPs, 26 (68.4%) had no prior training in dermatology. Specifically, none of the non-GPs had received any training (11 /11), and more than half of GPs had also received no training (15/27). Interestingly, despite the lack of formal training, a significant proportion of PCPs reported regularly triaging images submitted to their practice. Over 40% of PCPs reported triaging images on a weekly basis, 15% reported triaging 5–10 images per month and more than 10% reported triaging 10 or more images per month.

Our study assessed participants’ knowledge in dermatology before and after the course but despite an increase in mean knowledge (before: 7.38 ± 2.08 vs. after: 8.18 ± 1.96) the difference was not statistically significant ( p  = 0.056) for the whole cohort. Assessment of pre and post course knowledge was via completion of 12 MCQs on skin anatomy, risk factors for skin cancers and differential diagnoses. Similarly, other questionnaires which have been used to test PCP knowledge on skin conditions also included between nine [ 24 ] and thirty questions [ 25 ]. Once GPs were excluded from the analysis, other PCPs did demonstrate a significant increase in knowledge suggesting those with no previous formal dermatological training have much to gain from our course. This course may be more effective overall for non-GP PCPs (ANPs/ primary care nurses/ PAs) than GPs as it has achieved a significant increase in their knowledge level despite number of years in their current role. However, GPs did appear to report increased confidence after undertaking the course.

The course increased confidence in everyone and knowledge in the non-GP cohort showing that allowing the PCPs to take the course at their own pace was still beneficial to them. A number of other courses have been carried out on different time scales varying from 1 h [ 26 ] to 24 months [ 27 ]. Our course shows that increases in knowledge and confidence can still be achieved even if PCPs personalise their engagement with the material to their own schedules. This approach reflected engagement with the course in a pragmatic manner as daily pressures can make daily or even weekly engagement difficult. An important parameter that was not explored in our study was the maintenance of knowledge and confidence long-term. In other studies where knowledge and confidence were assessed long-term the average value remained increased at 6 months but dropped by 12 months [ 28 , 29 ], perhaps suggesting the need for refresher courses. Supporting this, an RCT that evaluated whether a short dermoscopy e-learning course (4 h) was non-inferior to a longer course (12 h) in terms of PCPs’ competence in selective triage of skin tumours found spaced test-based refresher training sessions appear to maintain and even increase the skills acquired by PCPs over time [ 30 ].

While only 53% of participants completed the course, this compares favourably with completion rates for other similar online courses aimed at primary care professionals for whom competing demands and workloads are high. For example, a French study by Greco et al. (2023) aiming to evaluate knowledge on the diagnosis and management of common nail conditions using a 31-minute online training session was deemed successful with an identical 53% completion rate. Furthermore, of the 47% of participants who did not complete our course, only 15% actually accessed the course at all suggesting that barriers to completing the course were unlikely to be due to intrinsic limitations of the course. The remainder who started but did not complete the course may have done so for various reasons including workload pressures.

Strengths and weaknesses

Our study is the first to create an online course in triaging skin lesions submitted to PCPs informed directly by their needs and supported by the most commonly found skin lesions as observed in the ASICA trial. This course consisted of an interactive set-up with case-studies and MCQs which proved to be well received by participants and was useful in their learning and understanding. We demonstrated the course was attractive to busy PCPs, and that they could practically complete and benefit from it within a timescale which would be realistic for widescale implementation within the NHS.

As our study depended on volunteers, the PCPs who enrolled may not have been the most representative of PCPs tasked with skin lesion image triage in general. A number of PCPs mentioned a personal interest in dermatology and attendance of every opportunity for training on the field. As our cohort included all PCPs in Primary care, we were unable to have a representative sample from all divisions (GPs, ANPs, practice nurses etc.) and some were under-represented introducing bias (60% of participants were GPs) and limiting sub-group analysis.

Future research

Our course has demonstrated short-term potential to increase the knowledge and confidence of those who are increasingly being tasked with the triage of skin lesion images in primary care. Future research should look to define the best way to consolidate and sustain these improvements. Additionally, we did not look at the impact the course had on clinical practice. Future studies could also look into specificity and sensitivity of triaging by PCPs and the number of referrals to secondary care before and after training.

This online course was able to increase knowledge and confidence in the PCPs who undertook it and appeared to be acceptable in its design, level of difficulty and usefulness and could be completed within a time commitment practical for busy PCPs. The course appeared to be particularly effective in improving scores for those with less than two-year’s experience, suggesting it may have value for those PCPs in training, and/ or new to skin lesion triage. While the content of this course was initially based on data from submissions to the ASICA trial which aimed to support detecting melanoma early in survivors, it included cases on benign lesions and non-melanoma skin cancers as differentials and in order to equip participants to triage a broad range of skin lesions/ concerns. Therefore, the knowledge gained from our course can be used in the triage of skin concerns in any patient in primary care where PCPs are increasingly being tasked with the triage of skin lesion images. Further research should look to characterise the effect this course has on the number and nature of referrals to secondary care.

Data availability

Data can be made available following request to Professor Peter Murchie ([email protected]).

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Acknowledgements

We would like to thank Peter Bartlam at the University of Aberdeen for his help with the technical aspects of the course and Dr Asha Venkatesh for her help setting aims for the course. We also want to thank all the Primary Care Practitioners for taking the course and providing feedback.

This work was funded by NHS Endowments Research Grants.

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Maria Ntessalen, Albana Krasniqi & Peter Murchie

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PM contributed to the conception of the idea, design of the course and manuscript preparation. MN contributed to the design of the course, data collection, data analysis and manuscript preparation. AK contributed to the design of the course, data analysis and manuscript preparation.

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Correspondence to Peter Murchie .

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Ntessalen, M., Krasniqi, A. & Murchie, P. Development and piloting of an online course to improve knowledge, confidence and attitudes towards triaging images of skin lesions submitted online in primary care. BMC Med Educ 24 , 839 (2024). https://doi.org/10.1186/s12909-024-05840-1

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Received : 07 May 2024

Accepted : 30 July 2024

Published : 05 August 2024

DOI : https://doi.org/10.1186/s12909-024-05840-1

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