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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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Leadership Case Studies

Here is a sample of three case studies from the book, Leadership Case Studies, that are most instructive and impactful to developing leadership skills.

For the past 30 years, I have conducted seminars and workshops and taught college classes on leadership.

I used a variety of teaching aids including books, articles, case studies, role-plays, and videos.

I recently created a book, Leadership Case Studies that includes some of the case studies and role-plays that I found to be most instructive and impactful.

Here is a sample of three case studies.

Peter Weaver Case Study

Peter Weaver doesn’t like to follow the crowd. He thinks groupthink is a common problem in many organizations. This former director of marketing for a consumer products company believes differences of opinion should be heard and appreciated. As Weaver states, “I have always believed I should speak for what I believe to be true.”

He demonstrated his belief in being direct and candid throughout his career. On one occasion, he was assigned to market Paul’s spaghetti-sauce products. During the brand review, the company president said, “Our spaghetti sauce is losing out to price-cutting competitors. We need to cut our prices!”

Peter found the courage to say he disagreed with the president. He then explained the product line needed more variety and a larger advertising budget. Prices should not be cut. The president accepted Weaver’s reasoning. Later, his supervisor approached him and said, “I wanted to say that, but I just didn’t have the courage to challenge the president.”

On another occasion, the president sent Weaver and 16 other executives to a weeklong seminar on strategic planning. Weaver soon concluded the consultants were off base and going down the wrong path. Between sessions, most of the other executives indicated they didn’t think the consultants were on the right path. The consultants heard about the dissent and dramatically asked participants whether they were in or out. Those who said “Out” had to leave immediately.

As the consultants went around the room, every executive who privately grumbled about the session said “In.” Weaver was fourth from last. When it was his turn, he said “Out” and left the room.

All leaders spend time in reflection and self-examination to identify what they truly believe and value. Their beliefs are tested and fine-tuned over time. True leaders can tell you, without hesitation, what they believe and why. They don’t need a teleprompter to remind them of their core beliefs. And, they find the courage to speak up even when they know others will disagree.

• What leadership traits did Weaver exhibit?
• If you were in Weaver’s shoes, what would you have done?
• Where does courage come from?
• List your three most important values.

Dealing with a Crisis Case Study

Assume you are the VP of Sales and Marketing for a large insurance company. Once a year your company rewards and recognizes the top 100 sales agents by taking them to a luxury resort for a four-day conference. Business presentation meetings are held during the morning. Afternoons are free time. Agents and spouses can choose from an assortment of activities including golf, tennis, boating, fishing, shopping, swimming, etc.

On day 2 at 3:00 p.m., you are at the gym working out on the treadmill, when you see Sue your administrative assistant rushing towards you. She says, “I need to talk to you immediately.”

You get off the treadmill and say, “What’s up?” Sue states, “We’ve had a tragedy. Several agents went boating and swimming at the lake. Randy, our agent from California died while swimming.”

(Background information – Randy is 28 years old. His wife did not come on the trip. She is home in California with their three children).

• Explain what you would communicate to the following people.
• Your Human Resources Department
• The local police
• The attendees at the conference (Would you continue the conference?)
• How will you notify Randy’s wife?
• If Randy’s wife and a few family members want to visit the location of Randy’s death, what would you do?
• What are some “guiding principles” that leaders need to follow in a crisis situation?

 Arsenic and Old Lace Case Study

Review the YouTube video, “ I’ll show them who is boss Arsenic and Old Lace.”   

Background Information

The Vernon Road Bleaching and Dyeing Company is a British lace dyeing business. It was purchased in bankruptcy by the father/son team of Henry and Richard Chaplin. Richard has been acting as “Managing Director” which is the same as a general manager or president of a company.

The company has had 50-to-150 employees with 35-to-100 being shop floor, production employees. The company produces and sells various dyed fabrics to the garment industry.

Gerry Robinson is a consultant who was asked to help transform methods of conducting business to save the company.

Jeff is the factory manager.

• What are Richard’s strengths and weaknesses as a leader?
• What could Richard have done to make the problems of quality and unhappy customers more visible to the workforce?
• What do you think Richard’s top three priorities should be for the next 12 months?
• What could Richard have done to motivate the workforce?
• Evaluate Jeff’s approach and effectiveness as a leader.

The book contains 16 case studies, four role-plays, and six articles. I hope you find some of the content useful and helpful in your efforts to teach leadership.

Click for additional leadership case studies and resources .

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10-Step Guide To Crafting A Successful Case Study Presentation

• By Judhajit Sen
• May 2, 2024

Key Takeaways

• An effective case study is a blueprint for convincing an audience and explaining a solution’s rationale and potential impact.   
• The ideal time for a business case study is when you have to make your presentation to persuade clients, solve internal problems, back up arguments with real examples, or discuss an idea’s viability for a firm.   
• Case study template presentations aren’t just about presenting solutions; they’re powerful storytelling tools that engage audiences with real-world examples and provoke critical thinking.
• Key elements of an effective case study presentation template include an executive summary, problem statement, solution, execution details, key results, inclusion of quotes and testimonials, acknowledgment of contributors, call to action, conclusion, and Q&A session.

A case study is like your argument’s blueprint, explaining the why, how, where, and who to persuade your audience. It’s your solution to a clear question, like expanding in a market or launching a product. Case studies help convince clients, analyze internal issues, and provide real-life use cases.

So, when should you make your case study like a pro? When you need to:

– Persuade clients about your services.

– Solve internal problems for a company.

– Back up arguments with real examples.

– Discuss an idea’s viability for a firm.

It’s not just about finding a solution—it’s about influencing your audience with your findings. Case study formats organize a lot of information in a clear, engaging way for clients and stakeholders, often using templates.

In simpler terms, a professional case study is an in-depth look at a specific topic, often tackling real-world problems. It showcases your expertise and how your solutions can solve actual issues.

In social sciences, it’s both a method and a research design to examine problems and generalize findings. Essentially, it’s investigative research aimed at presenting solutions to analyzed issues.

In business, case study examples delve into market conditions, main problems, methods used, and outcomes gained. It’s a powerful tool for understanding and addressing complex business challenges.

Case Study Presentation

Good case study PowerPoint templates explore a specific subject, whether it’s an individual, group, event, or organization. It’s like solving a puzzle with your audience, pushing you to think creatively.

Unlike a standard report, the goal here is to stimulate critical thinking. You’re not just throwing numbers around; you’re using real-life examples to provoke thought and offer different perspectives.

In marketing, case studies showcase your solutions’ effectiveness and success in solving client problems. These research presentations use written content, visuals, and other tools to tell compelling stories. They’re perfect for sales pitches, trade shows, conferences, and more—whether in-person or virtual.

But the best case study presentation slides aren’t just reports; they’re powerful and persuasive storytelling tools. Whether you’re a marketer or salesperson, knowing how to present a case study can be a game-changer for your business. It’s all about engaging your audience and sharing insights in a clear and compelling way.

Looking to make a compelling presentation? Check out our blog on persuasive presentations.

Importance of a Case Study Presentation

To write a compelling case study presentation is more than just sharing information—it’s about convincing your audience that your product or service is the solution they need. Case study presentations help in – 

Generating leads and driving sales: Case studies showcase your product’s success, turning potential customers into paying clients.

Building credibility and social proof: They establish your authority and value through real-life examples, earning trust from clients and prospects.

Educating and informing your target audience: Case studies teach potential clients about your product’s benefits, positioning you as an industry leader.

Increasing brand awareness: Case studies promote your brand, boost your visibility, and attract new customers.

Stats back up the power of case studies: 

– 13% of marketers rely on them in their content strategy.

– They help boost conversions by 23% and nurture leads by 9%.

– 80% of tech content marketers include case studies in their strategy.

But case studies aren’t just marketing fluff; they’re about solving problems and showcasing accurate results. They’re valuable in various scenarios, from business cases to analyzing internal issues.

To create a compelling case study presentation effectively is your chance to offer a comprehensive, evidence-based argument that informs and persuades your audience. It’s like solving a puzzle, exploring every piece until you reach a clear conclusion. It’s about connecting data with real-world scenarios in a compelling narrative.

Whether in sales pitches, job interviews, or content marketing, case study presentation examples are your secret weapon for success. They provide tangible proof of your product’s value, helping you stand out in a cluttered marketplace.

Following are ten essential steps to crafting a successful case study presentation.

Begin With The Executive Summary

Leaders often seek a quick snapshot of important information, and that’s where the executive summary plays a vital role. Begin with a short introduction, laying out the purpose and goals of the case study in a straightforward manner. Capture your audience’s attention and provide a clear path for what follows.

Follow the introduction with a brief of the entire case study, allowing the audience to grasp the main points swiftly. Delve into the subject’s relevance and significance, explaining why the case study is essential and who benefits from its insights. This establishes the tone for the rest of the study, encouraging the audience to explore further.

Check out our expert tips and techniques to master creating an executive summary for presentations.

Define the Problem Statement

Focus on the problem or challenge central to the case study. Provide background for the audience to grasp the issue, backing it up with data, graph or metrics to highlight its seriousness.

Need help visualizing your data? Check out our guide on mastering data visualizations.

Outline the goals and purpose of the case study and the questions it seeks to answer. This entails outlining the main issues from the customer’s viewpoint, making it understandable to the audience.

Start with a brief recap of the problem, clarifying the purpose of the study and the expected audience learnings. Explain the situation, shedding light on the hurdles faced. Present the key issues and findings without delving into specific details.

Highlight the importance of the problem using data and evidence to emphasize its real-world impact. Encapsulate the analysis’s purpose, aligning the issues identified with the study’s objectives.

Propose The Solution

At the heart of a presentation lies its solution. Reveal the steps taken to address the identified problem, including the methodology, experiments, or tests carried out and the considerations of various options. Clarify why the final solution was chosen over others.

Illustrates the shift from the problem-filled “before” to the successful “after.” 

Detail the proposed solution, recommendations, or action plan based on analyses. This includes explaining its reasoning and outlining implementation steps, timelines, and potential challenges.

Describe the analytical methods and approach used, demonstrating the thoroughness of the analysis, including research processes, data collection tools, and frameworks employed.

Present the essential findings and insights, utilizing data, charts, and visuals to enhance comprehension and engagement. Thoroughly discuss the analyses and the implications of the findings.

Show How the Solution was Executed

The execution slide of a case study presentation describes careful planning, consideration of risks, and measurement of metrics crucial for implementing the solution. 

Delve into the steps taken to attain desired client results, including identifying project key performance indicators (KPIs), addressing issues, and implementing risk mitigation strategies.

Detail the journey towards helping the client achieve results. Outline the planning, processes, risks, metrics, and KPIs essential for maximizing outcomes. This includes discussing any challenges encountered during execution and the strategies to overcome them, ensuring a seamless implementation process. 

Highlight the practical steps taken to turn the proposed solution into tangible results for the client.

Present the Key Results

Cover the outcomes achieved through the implementation of the solution. Leverage data and metrics to evaluate whether the solution successfully met its objectives and the extent of its impact on stakeholders. Acknowledge any setbacks or areas for improvement.

Outline the solution’s positive impact on the client’s project or business, highlighting aspects such as financial results, growth, and productivity enhancements. Reinforce these assertions with supporting evidence, including images, videos, and statistical data.

Emphasize the remarkable outcomes resulting from the solution, substantiating tangible success with relevant data and metrics. Illustrate the effectiveness of your recommendations through before-and-after comparisons and success metrics, highlighting their real-world impact.

This solidifies the rationale behind your proposal, showcasing its substantial impact on the business or project, particularly in terms of financial benefits for clients.

Include Quotes and Testimonials

Incorporate quotes and testimonials directly from customers who have experienced the transformation firsthand, adding authenticity and credibility to your case study. These voices of customers (VoC) provide firsthand accounts of the benefits and effectiveness of your solution, offering extra social proof to support your claims.

To gather compelling testimonials, plan and schedule interviews with your subjects. Design case study interview questions that allow you to obtain quantifiable results to capture valuable insights into the customer experience and the impact of your solution.

Include testimonials from satisfied customers to bolster the credibility of your case study and provide potential clients with real-life examples of success. These quotes serve as powerful endorsements of your offerings, helping to build trust and confidence among your target audience.

Acknowledge your Contributors with References and Citations

Express gratitude to those who played a vital role in shaping your case study’s outcomes. Extend heartfelt thanks to individuals whose insights and collaboration were essential in problem-solving.

Acknowledges the valuable contributions of external resources, reports, and data sets. Citing these sources maintains transparency and credibility, ensuring due credit is given and providing a solid foundation for further investigation.

Incorporate a comprehensive list of references, citations, and supplementary materials in the appendices supporting the case study’s findings and conclusions. These additional resources demonstrate the thoroughness of the research and offer interested parties the opportunity to delve deeper into the topic.

Thank those who contributed, and encourage the audience to explore the provided references to better understand the insights presented in the case study.

Give a Call to Action (CTA)

As the well-crafted case study presentation slides near their end, it’s crucial to outline actionable steps for stakeholders going forward. Recommend the following strategies to the audience to build upon the success achieved.

Ask stakeholders to integrate the proven solutions highlighted in the case study into existing processes or projects. These strategies have shown effectiveness and can be valuable tools in driving further success.

Encourage audience members to participate in a detailed consultation or product demonstration. Leveraging expertise and solutions can expedite goal achievement and overcome any remaining challenges.

Recommend further research and analysis to explore additional opportunities for improvement or innovation. Continuous learning and adaptation are essential in today’s dynamic business environment, with support available every step of the way.

Proactive steps based on insights from the case study will position organizations for continued growth and success. Urge the stakeholders to take action and seize the opportunities ahead.

Check out our blog on framing an effective call to action to learn more about crafting presentation CTAs. 

Conclude your Case Study Presentation

Conclude the presentation by recapping the main points and highlighting their importance. Show that the solution presented effectively tackled the identified problem, delivering concrete results and benefits for the clients.

Summarize the key takeaways, underscoring how the findings can be applied in similar situations and showcasing the solution’s relevance across various contexts. This demonstrates not only its effectiveness but also its potential to yield positive outcomes in diverse scenarios.

Reiterate the power of strategic problem-solving and innovative solutions in driving success, and end by thanking the audience for their attention and participation.

To know more about concluding a presentation, check out our blog on helpful tips to end a presentation successfully.

Open the Floor for Q&A, Feedback and Discussion

After your presentation ends, conduct a Q&A session. Encourage the audience to share their thoughts, ask questions for clarification, and engage in a constructive dialogue about the case study presented.

Feedback is valuable, so ask everyone to share their perspectives and insights. Also, encourage questions or comments, as they can provide further depth to the understanding of the subject matter.

This is an opportunity for mutual learning and exploring different viewpoints. Urge everyone to speak up and contribute to the conversation. The aim is to listen and exchange ideas to enrich the understanding of the topic.

Unlocking Success: Mastering the Art of Case Study Presentations

Case study presentations are not just reports; they’re dynamic storytelling tools that help sway clients, dissect internal issues, and provide real-world illustrations. 

These presentations aren’t just about offering solutions; they’re about influencing audiences with findings. Organizing vast amounts of data in an engaging way, often using templates and case studies, provides a clear path for clients and stakeholders.

Case study presentations delve deep into subjects, pushing presenters to think creatively. Unlike standard reports, they aim to provoke thought and offer varied perspectives. They’re powerful tools for showcasing success in solving client problems and using written content, visuals, and other elements to tell compelling stories.

Mastering case study presentations can be a game-changer, whether you’re a marketer, salesperson, or educator. It’s about engaging your audience and clearly and persuasively sharing insights into success stories.

Frequently Asked Questions (FAQs)

1. When should I consider doing a case study?

Case studies are beneficial when you need to persuade clients about your services, solve internal problems for a company, back up arguments with real examples, or discuss the viability of an idea for a firm.

2. What is the primary purpose of a case study presentation?

The primary goal of a case study presentation is to offer a comprehensive and evidence-based argument that informs and persuades the audience. It’s about presenting solutions to analyzed issues in a compelling narrative format.

3. What makes a case study presentation different from a standard report?

Unlike a standard report, a case study presentation aims to stimulate critical thinking by using real-life examples to provoke thought and offer different perspectives. It’s not just about presenting data; it’s about engaging the audience with compelling stories.

4. Where can case study presentations be effectively used?

Case study presentations are perfect for sales pitches, trade shows, conferences, and more—whether in-person or virtual. They are valuable storytelling tools that showcase the effectiveness of solutions and success in solving client problems.

Transform Your Business with Prezentium’s Case Study Presentations

Are you looking to captivate your prospective clients with compelling case study presentations? Look no further than Prezentium ! Prezentium, an AI-powered business presentation service provider, offers various services tailored to your needs.

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Unlock the power of case study presentations with Prezentium. Contact us today to learn more and take your business to new heights!

Why wait? Avail a complimentary 1-on-1 session with our presentation expert. See how other enterprise leaders are creating impactful presentations with us.

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The Ethical Leadership Collection: Mini Case Studies

Quick in-class exercises in leadership.

The mini case studies can fit on a PowerPoint slide or be given to students as one page to read. They were developed to be processed in-class, over the course of an hour. Use of the minis helps students identify the problem, pinpoint possible solutions, and create holistic action plans.

•  (PDF file)  Leadership among Friends  (opens in new window)  : Untangling Competing interests Keywords: employee relations, compensation management, situational leadership
•  (PDF file)  Facing the Challenge:  (opens in new window)  Caught Between HR and Difficult Workers Keywords: employee relations, industrial relations, mental illness
•  (PDF file)  Customer Disservice:  (opens in new window)  A Chronically Late Employee Causes Cascading Problems Keywords: employee relations, customer service, discipline, situational leadership
•  (PDF file)  Stepping Up to Your Own Truth:  (opens in new window)  The Consequences of Saying the Wrong Thing Keywords: employee relations, diversity, workplace anxiety, crisis management, organizational development, situational leadership
•  (PDF file)  Communicating Incentives to Others:  (opens in new window)  Controlling Competitive Co-Workers Keywords: employee relations, compensation, sales
•  (PDF file)  Going Head to Head:  (opens in new window)  Can You Trust Your Business Partner? Keywords: entrepreneurship, eco-tourism, accounting, integrity
•  (PDF file)  Repeat Offenders:  (opens in new window)  When Stopping Crime Goes Awry Keywords: employee relations, industrial relations, discipline, organizational culture
•  (PDF file)  To Produce Yoga Pants in India vs Not to Produce Yoga Pants in India:  (opens in new window)  Reconciling Social Responsibility with Corporate Reality Keywords: supply chain, global development, marketing, eco-business, B-corporation
•  (PDF file)  Who Do You Hire?  (opens in new window)  Ensure Your Decision Is the Right One Keywords: employee relations, recruitment, diversity, organizational development
•  (PDF file)  Religious Accommodation:  (opens in new window)  The Clash Between Faith and Workplace Needs Keywords: employee relations, organizational development, diversity
•  (PDF file)  Do Guests Always Call the Shots?  (opens in new window)  When Customers Oppose Your Diversity Policy Keywords: employee relations, customer service, crisis management, diversity
•  (PDF file)  Love Lost in an Island Paradise:  (opens in new window)  Avoiding a Disastrous Workplace Stoppage Keywords: industrial relations, social responsibility, compensation, global development
•  (PDF file)  What Did You Just See?  (opens in new window)  Diagnosing Harassment  Keywords: employee relations, harassment, software industry
•  (PDF file)  Start of Season:  (opens in new window)  Leadership Style Sets a Tone Keywords: employee relations, discipline
•  (PDF file)  Missing the Message:  (opens in new window)  Organizational Culture and Boundaries at Work Keywords: team relations, harassment, workplace culture
•  (PDF file)  “Their” People:  (opens in new window)  Competing with Racial Prejudice Keywords: racial discrimination, bystander, hiring process, corporate culture   (PDF file)  Version Français/ French version: <<Leur peuple>>
•  (PDF file)  Leadership with Style:  (opens in new window)    Keywords: employee relations, situational leadership
•  (PDF file)  Leading in the Face of Skepticism:  (opens in new window)  Managing Older Employees  Keywords: employee relations, organization development, situational leadership
•  (PDF file)  One for All:  (opens in new window)  How to Prevent Co-Workers from Letting You Down Keywords: teamwork, group projects
•  (PDF file)  Impossible Targets:  (opens in new window)  Managing an Unreasonable Manager Keywords:  sales, target setting, supervisory relations, job fit
•  (PDF file)  Gamers Address the Arab Spring:  (opens in new window)  Coding for Cultural Sensitivity  Keywords: global development, entrepreneurship, diversity

Teaching notes

The mini case studies require no preparation on the part of students. The teaching method has been effectively used for classes up to 75 students. The attached teaching method provides a marking rubric and an in-class form that can be used with students to aid in-class analysis and discussion.   (PDF file)  Download the Teaching Notes  (opens in new window) 

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Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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We’ve collected the top free PowerPoint case study presentation templates with or without sample text. Marketing and product managers, sales execs, and strategists can use them to arrange and present their success stories, strategies, and results.

On this page, you'll find six PowerPoint case study presentation templates, including a  marketing case study template , a  problem-solution-impact case study , and a  customer journey case study template , among others. Plus, discover the  key components of successful case study presentations , find out the  different types of case study presentations , and get  expert tips .

PowerPoint Single-Slide Case Study Presentation Template

Download the Sample Single-Slide Case Study Presentation Template for PowerPoint Download the Blank Single-Slide Case Study Presentation Template for PowerPoint

When to Use This Template:  Use this single-slide case study presentation template when you need to give a quick but effective overview of a case study. This template is perfect for presenting a case study when time is limited and you need to convey key points swiftly.

Notable Template Features: You can fit everything you need on one slide. Download the version with sample text to see how easy it is to complete the template. Unlike more detailed templates, it focuses on the main points, such as the problem, solution, approach, and results, all in a compact format. It's great for keeping your audience focused on the key aspects of your case study without overwhelming them with information.

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

When to Use This Template: Choose this marketing case study template when you need to dive deep into your marketing strategies and results. It's perfect for marketing managers and content marketers who want to showcase the detailed process and successes of their campaigns. 

Notable Template Features: This template focuses on the detailed aspects of marketing strategies and outcomes. It includes specific sections to outline business needs, results, and strategic approaches.

PowerPoint Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for PowerPoint

Download the Blank Problem-Solution-Impact Case Study Template for PowerPoint

When to Use This Template:  This problem-solution-impact case study template is useful for focusing on how a challenge was solved and the results. Project managers and strategy teams that want to clearly portray the effectiveness of their solutions can take advantage of this template. 

Notable Template Features: This template stands out with its clear structure that breaks down the case into problem, solution, and impact. Use the template — available with or without sample data — to help you tell a complete story, from the issue faced to the solution and its results, making it perfect for presentations that need to show a clear cause-and-effect relationship.

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

When to Use This Template:  Choose this comparative study template — available with or without sample data — to illuminate how different products, strategies, or periods stack up against each other. It's great for product managers and research teams who want to do side-by-side comparisons. 

Notable Template Features: This template lets you put things next to each other to see their differences and similarities, with a focus on direct comparisons. Use the columns and split slides to make the content easy to understand and visually appealing, perfect for highlighting changes or different approaches.

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

When to Use This Template: This template is useful for customer experience managers and UX designers who need to understand and improve how customers interact with what they offer. Use the customer journey case study template with sample data to see how to show every step of a customer's experience with your product or service. 

Notable Template Features:  This template focuses on the whole path a customer takes with a product or service. It follows them, from first learning about the offering to after they buy it.

PowerPoint Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for PowerPoint   Download the Blank Case Study Storyboard Template for PowerPoint  

When to Use This Template:  Creative teams and ad agencies should use this case study storyboard template — with or without sample data — to tell a story using more images than text.

Notable Template Features: This template transforms a case study into a visual story. Effectively communicate the journey of a business case, from the challenges faced to the solutions implemented and the results achieved.

Key Components of Successful Case Study Presentations

The key components of successful case study presentations include clear goals, engaging introductions, detailed customer profiles, and well-explained solutions and results. Together they help you present how your strategies succeed in real-world scenarios. 

The following components are fundamental to crafting a compelling and effective marketing case study presentation:   

• Clear Objective:  Define the goal of your case study, ensuring it addresses specific questions or goals. 
• Engaging Introduction:  Start with an overview of the company, product, or service, as well as the context to provide necessary background information. 
• Customer Profile:  Detail your target customer demographics and their needs to help the audience understand who the marketing efforts are aimed at and their relevance. 
• The Challenge:  Clearly articulate the primary problem or issue to overcome to establish the context for the solution and strategy, highlighting the need for action. 
• Solution and Strategy:  Describe the specific strategies and creative approaches used to address the challenge. These details should demonstrate your approach to problem-solving and the thought process behind your decisions. 
• Implementation:  Explain how the solution was put into action to show the practical application. This description should bring your strategy to life, allowing the audience to see how you executed plans. 
• Results and Impact:  Present measurable outcomes and impacts of the strategy to validate and show its effectiveness in real-world scenarios. 
• Visual Elements:  Use charts, images, and infographics to make complex information more accessible and engaging, aiding audience understanding. 
• Testimonials and Quotes:  Include customer feedback or expert opinions to add credibility and a real-world perspective, reinforcing your strategy’s success. 
• Lessons Learned and Conclusions:  Summarize key takeaways and insights gained to show what the audience can learn from the case study. 
• Call to Action (CTA):  End with an action you want the audience to take to encourage engagement and further interaction.

Different Types of Case Study Presentations

The types of case study presentations include those that compare products, showcase customer journeys, or tell a story visually, among others. Each is tailored to different storytelling methods and presentation goals.

The following list outlines various types of case study presentations:   

• Problem-Solution-Impact Case Study:  This type focuses on a clear narrative structure, outlining the problem, solution implemented, and final impact. It's straightforward and effective for linear stories. 
• Comparative Case Study:  Ideal for showcasing before-and-after scenarios or comparisons between different strategies or time periods. This option often uses parallel columns or split slides for comparison. 
• Customer Journey Case Study:  Centered on the customer's experience, this option maps out their journey from recognizing a need to using the product or service, and the benefits they gained. It's a narrative-driven and customer-focused case study format. 
• Data-Driven Case Study:  Emphasizing quantitative results and data, this format is full of charts, graphs, and statistics. This option is perfect for cases where numerical evidence is the main selling point. 
• Storyboard Case Study:  Use this type to lay out the case study in a storytelling format. This option often relies on more visuals and less text. Think of it as a visual story, engaging and easy to follow. 
• Interactive Case Study:  Designed with clickable elements for an interactive presentation, this type allows the presenter to dive into different sections based on audience interest, making it flexible and engaging.
• Testimonial-Focused Case Study:  This format is best for highlighting customer testimonials and reviews. It leverages the power of word of mouth and is highly effective in building trust.

Expert Tips for Case Study Presentations

Expert tips for case study presentations include knowing your audience, telling a clear story, and focusing on the problem and solution. They can also benefit from using visuals and highlighting results.

“Case studies are one of the most powerful tools in an organization’s marketing arsenal,” says Gayle Kalvert, Founder and CEO of  Creo Collective, Inc. , a full-service marketing agency. “Done correctly, case studies provide prospective buyers with proof that your product or service solves their business problem and shortens the sales cycle.”   

“Presentations are probably the most powerful marketing asset, whether for a webinar, a first meeting deck, an investor pitch, or an internal alignment/planning tool,” says marketing expert  Cari Jaquet . “Remember, the goal of a case study presentation is not just to inform, but also to persuade and engage your audience.” 

Use these tips to make your presentation engaging and effective so that it resonates with your audience:   

• Know Your Audience:  Tailor the presentation to the interests and knowledge level of your audience. Understanding what resonates with them helps make your case study more relevant and engaging. “Presentations can also be a forcing function to define your audience, tighten up your mission and message, and create a crisp call to action,” explains Jaquet.
• Tell a Story:  Structure your case study like a story, with a clear beginning (the problem), middle (the solution), and end (the results). A narrative approach keeps the audience engaged. 
• Focus on the Problem and Solution:  Clearly articulate the problem you addressed and how your solution was unique or effective. This section is the core of a case study and should be given ample attention. 
• Use Data Wisely:  Incorporate relevant data to support your points, but avoid overwhelming the audience with numbers. Use charts and graphs for visual representation of data to make it more digestible. 
• Highlight Key Results:  Emphasize the impact of your solution with clear and quantifiable results. This could include increased revenue, cost savings, improved customer satisfaction, and similar benefits.
• Incorporate Visuals:  Use high-quality visuals to break up text and explain complex concepts. Consider using photos, infographics, diagrams, or short videos.  “I put together the graphics that tell the story visually. Speakers often just need a big image or charts and graphs to help guide their talk track. Of course, if the audience expects details (for example, a board deck), the graphic helps reinforce the narrative,” shares Jaquet.
• Include Testimonials:  Adding quotes or testimonials from clients or stakeholders adds credibility and a real-world perspective to your presentation. 
• Practice Storytelling:  A well-delivered presentation is as important as its content. Practice your delivery to ensure you are clear, concise, and engaging. At this point, it also makes sense to solicit feedback from stakeholders. Jaquet concurs: “Once my outline and graphics are in place, I typically circulate the presentation draft for review. The feedback step usually surfaces nuances in the story or key points that need to show up on the slides. There is no point in building out tons of slides without alignment from the speaker or subject matter experts.”
• End with a Strong Conclusion:  Summarize the key takeaways and leave your audience with a final thought or call to action. 
• Seek Feedback:  After your presentation, request feedback to understand what worked well and what could be improved for future presentations. 

“Don't underestimate the power of a great presentation. And don't wait until the last minute or try to invent the wheel on your own,” advises Jaquet. “Many times, getting the next meeting, winning the deal, or getting the project kicked off well, requires your audience to understand and believe your story.”

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Leadership Presentation Templates

Elevate your leadership presentations with our dynamic leadership powerpoint templates and google slides themes. from management principles to teamwork dynamics and goleman's six leadership styles, our fully customizable templates cater to every aspect of leadership. engage your audience with stunning visuals and insightful content. download for free.

• Creativity at Its Best: Say goodbye to generic slides. Our templates feature creativity, ensuring your audience stays engaged and inspired.
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What is leadership.

Leadership is influencing and motivating others to achieve a common goal. It involves creating an idea, communicating it to others, and setting an example for others to follow. Leaders must be able to inspire and direct people to work together to achieve success.

What are Leadership Presentation Templates?

Leadership Presentation Templates are a collection of pre-designed slides and backgrounds created to help leaders or managers to deliver presentations and messages effectively. These templates allow you to explain topics such as team building, decision-making, communication, motivation, and problem-solving.

Where can we use these Leadership Slides?

You can use these Leadership Slides in various scenarios, including corporate training sessions, university lectures, public speaking engagements, and professional development workshops.

How can I make Leadership PPT Slides in a presentation?

If you are unknown with PowerPoint, choose a pre-built Leadership template for your need. There are many templates available online to help you create the best presentation. Choose a unique design or layout to showcase the growth using diagrams and graphs. If you want to create the Leadership PPT Slides by yourself, visit our tips and tricks page to make your custom PowerPoint.

Who can use Leadership PPT Templates?

Leadership PPT Templates can be used by anyone looking to create a professional presentation. They can be used by students, teachers, business experts, entrepreneurs, and others to create engaging slideshows.

Why do we need Leadership Presentation Slides?

These slides can help managers and top people to communicate their vision, strategies, and goals to their teams. They provide a visual representation of the message that can be easily shared with the group and help to keep everyone on the same page to avoid confusion.

Where can I find Leadership PPT Templates for free?

There are some great sources for free Leadership PPT templates from slide egg. Our websites have a selection of professionally designed templates that you can customize to suit your specific needs.

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Organization and Leadership Case Study: - PowerPoint PPT Presentation

Organization and Leadership Case Study:

Organization and leadership case study: james burke: a career in american business – powerpoint ppt presentation.

• March 1st, 2007
• Victimsand their families
• Shareholders (owners)
• Competition
• Regulatory and legal (FDA and FBI)
• Death (7 deaths) were no fault of the company. No problem with normal use of the product
• Vs. deaths on the road, alcohol
• Contrary view as long as your name is on the product, it is your responsibility
• Other if JJ was so decentralized why was this not handled by McNeilwhy is corporate office taking the lead?
• Credo says make a sound profitbut the cost was 100 MM plus to shareholders? Dilemma?...where do shareholders fall in the Credo
• Did it make sense to withdraw without a plan to reintroduce?
• How do you balance company interests with human interests?
• Track Record
• Decision Framework
• Sense of optimism/purpose
• Communication Skills
• Decentralization
• Burke You must give people freedom to do what they are capable of and stay out of the way
• Burke I have to tell you that without a moral center that you can recognize and understand, I am absolutely convinced you can swim in chaos
• Time horizon
• Burke The company really has to manage for the long terms
• Acetaminophen-commodity
• Marketed to doctors until mid 1970s
• 100 MM people in the US took a Tylenol in 1981
• 35 of the OTC market (est. 1.6 B in 1985)
• JJ advertising spend
• 1975 142,000
• 1983 62,000,000
• Match-between Burke and JJcareer choice
• Importance of culture and organizational DNA
• Brand equity
• Leadership in the face of disaster
• Importance of value system/moral compass
• Contrast (Kendall Square Research vs. JJ)
• Dilemmas/Hard choices never end

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You can also use case studies and some real-life examples to better explain the benefits of your training program. Students may be accustomed to learning via modules, PDFs, or simple PowerPoint presentations. Gather and present relevant case studies that you think most people in your team will most likely relate to.

The Best eLearning Websites to Bookmark

NOVEMBER 8, 2018

Covering topics such as leadership , learning delivery and strategy, it’s an invaluable source. From authoring tools to using PowerPoint for video, the podcast is perfect for course creators and designers who want to get an insider’s perspective, as well as practical eLearning tips. Resource Type: eLearning Podcast. The eLearningCoach.

Instructor-led vs. self-paced learning: What’s more effective?

OCTOBER 18, 2023

Corporate leadership workshops: Companies often organize instructor-led workshops for leadership and management development. During these, executives can engage in interactive discussions and case studies while being guided by experts.

Free L&D webinars for January 2020

DECEMBER 27, 2019

Thursday, January 2, 2020, 11AM – 12PM PT: Accelerate the Development of Emerging Leaders (Free for ATD members) There’s an urgent need for effective leadership in our institutions of higher learning, government and corporations. This session is designed to appeal to individuals who are new to leadership and seasoned practitioners.

Free learning & development webinars for November 2022

OCTOBER 31, 2022

It’s an effective development approach for leaders who find themselves in similar places along their leadership journeys. PT: Present Without PowerPoint ! You'll receive a free PDF with all the step-by-step instructions required to complete the steps again, so there’s no need to take notes! Tuesday, November 15, 2022, 9 a.m.–10

Free L&D webinars for December 2020

NOVEMBER 30, 2020

PT: Photoshop Magic Inside of PowerPoint Discover how to create full-screen images for your slides using almost any photo you already have. Instead of wasting time searching for the perfect image, use these Photoshop magic tricks inside of PowerPoint to create it instead. Tuesday, December 1, 2020, 9 a.m.–10

Free learning & development webinars for February 2023

FEBRUARY 1, 2023

Jeff Havens, CEO of The Jeff Havens Company, will cover four main areas of leadership , culture creation, communication, crisis management and change management. Focusing on individualized leadership learning, although helpful, isn’t enough in today’s increasingly complex world of work. Wednesday, February 15, 2023, 10:30 a.m.–11:30

Free L&D webinars for October 2019

SEPTEMBER 29, 2019

Tuesday, October 1, 2019, 9AM – 10AM PT: Demonstrating the ROI in Leadership Development Organizations worldwide spend billions on leadership development; yet, for many organizations, little evidence exists that those investments are paying off. There are plenty on offer for October to boost your productivity. Happy viewing!

Free learning & development webinars for April 2021

MARCH 29, 2021

PT: Foster Inclusion and Facilitate Inclusively in Leadership Development (Free for ATD members) Inclusion has never been more critical to business success. As L&D professionals, you can begin by developing the leadership skills that set the tone for inclusion. Thursday, April 15, 2021, 8 a.m.–9 Wednesday, April 21, 2021, 11 a.m.–12

Free learning & development webinars for June 2022

MAY 31, 2022

This is likely to have a profound impact on how you craft your messages, how you design your slides and how you wield PowerPoint . Use PowerPoint to create slides and handouts. PT: L&D Leadership Masterclass: How Any Company Can Use Video-based Learning to Boost Employee Performance? Make eye contact with a camera.

Agent of Change

JUNE 19, 2018

For the first few years Gallo focused on management training, offering classroom and online courses focused on workforce development and organizational leadership . “A lot of people were still glued to the old PowerPoint lecture model,” she said. “We still offer many of the courses today,” she said. A Hidden Gem.

Free L&D webinars for April 2020

MARCH 30, 2020

Wednesday, April 15, 2020, 9AM – 10AM PT: PowerPoint Add-Ins to Transform PowerPoint’s Capabilities Everyone uses PowerPoint and everyone finds it both annoying and irritating, especially the repetitive tasks or times when you cry out in frustration that it can’t do something. Case study on crisis responsiveness.

Free learning & development webinars for October 2021

SEPTEMBER 30, 2021

How to gain leadership buy-in to promote your courses to your learners. The number one thing leaders need to do to become great leadership coaches. Learn why clear and human leadership communication is the crucial starting point and the role learning teams can play in what happens next. Tuesday, October 5, 2021, 10 a.m.–11

Free L&D webinars for July 2019

JUNE 28, 2019

Top organizations are embracing coaching as an integral part of leadership performance, and in response, the Goleman EI team has launched new training strategies with executive coaches from around the world. You’ll learn how to: Establish your leadership team's baseline. Some case studies of the SDGs in practice.

Free L&D webinars for June 2019

MAY 28, 2019

You’ll learn techniques for creating clear, professional slides in PowerPoint . It’s no secret that, once foundational leadership skills are in place, it’s not ‘what’ leaders do that get in their way, it’s “how” they do it. Get ten quick slide hacks that will turn “meh” into marvellous. But are we seeing the return on this investment?

Free L&D webinars for January 2021

DECEMBER 30, 2020

You Can Evaluate Soft Skills Training with the Kirkpatrick Model Have you been tasked with showing the value of a major soft skills initiative, such as leadership development, onboarding or change management? Learn best practices from peers, as we spotlight real-life enterprise onboarding case studies .

Cammy Beans Learning Visions: eLearning Guild Event -- My Sessions

Learning Visions

APRIL 3, 2007

Little Shots of Theory Instructional Design as a practice in corporate vs. A Conversation with Karl Kapp ► February (11) ID Live with Charles Reigeluth on EdTechTalk Kineo Insights Webinar: Kronos Moodle Case Study Kineo Insights Webinar: The Truth About Open Sourc. Online Chat with Charles Reigeluth (Instructional.

Lectora User Conference Showcase: John Zurovchak

FEBRUARY 27, 2012

John is the Leadership Development Coordinator at Micro Electronics and also designs and teaches online courses in Political Science. In his role at Micro Electronics, John designed and created the curriculum for the Leadership Development Program, consisting of Management 101 and Management 201, using Lectora as the primary design tool.

The Year in Learning—89 Hand-Picked L&D-Related Articles from 2017

The Learning Dispatch

JANUARY 21, 2018

Brock tells us about the improbable origins of PowerPoint . And finally, who doesn’t love case studies ? Sherman Morrison at ElearningInside News rounds up several cases studies showing how companies are successfully using micro-learning to deliver training. Where did it come from? This one discusses spaced learning.

How to Teach Online & Earn Money in 2021: Definitive Guide

learnWorlds

OCTOBER 13, 2021

The Learning Liaisons , on the other hand, consists of a team of highly qualified teachers with advanced degrees in their fields, all of whom teach currently within their field of study . Download the Learning Liaisons’ Case Study . Start Your Online Academy. It is effortless to start creating your own online courses.

Lectora User Conference Showcase: Thinking Differently

MAY 8, 2012

In her roles, she leads professional development and leadership and also creates online tutorials and instructor led classes. PowerPoint -Based Authoring. Case Studies . She is a Senior Performance Consultant at TIAA-CREF in Learning and Development with a dual role as a facilitator and an instructional designer.

Lectora e-Learning Software Meets Demand for Mobile Learning

OCTOBER 11, 2011

As the standards for HTML5 evolve, we expect to continue our leadership in e-Learning to help deliver the promise of mobile e-Learning.”. PowerPoint -Based Authoring. Case Studies . Categories. e-Learning Design, Tips, & Resources. Flash Animations and Interactions. Industry News. Instructional Design. Mobile Learning.

How to Design Corporate Training Programs for Lasting Behaviour Change

FEBRUARY 27, 2024

Whether it is training them with the new software the company adopted, fostering leadership abilities, or creating more harmony in the workplace, these programs give a structured framework for learning and development. In this stage, the organization needs to design and prepare the training material with the main objective in mind.

Free learning & development webinars for September 2017

AUGUST 30, 2017

Emotional intelligence allows leadership at all levels to optimize results. Join Max Meadow, Principal HCM Analyst with Brandon Hall Group, as he looks at the research and presents case studies of organizations going through the journey to a digital learning future. This will be a fun and informative session! Don't miss it!

Learning at Large Ep6: Measuring the effectiveness of human-centred learning

JULY 18, 2019

The other piece of work that I mentioned, which has I think helped us a lot with the work that I do at PA Consulting—a lot of which is around leadership —is a complete redesign of the leadership strategy for this particular organization. We used a transitional model—again, that’s not innovative particularly. Ram Charan et al.

The Campfire and the Sandlot

The Learning Circuits

NOVEMBER 24, 2007

Ask a Harvard Business School professor to develop leadership (or any Big Skill ) in a student and she will go into campfire mode with PowerPoint slides of grids, case studies , and so-called inspirational stories.

Storyboard Templates iPhone - Best of eLearning Learning

eLearning Learning Posts

JANUARY 5, 2010

It’s Culture, Leadership and E2.0 … or fail - trainingwreck , December 13, 2009. A Social Learning Case Study Review - Learning Putty , December 8, 2009. How To Design Custom PowerPoint Templates for E-Learning (Plus 8 Free Templates) , December 15, 2009. Should an LMS be the only route to learning? Templates (29).

48 Books Every Aspiring Chief Learning Officer Should Read

AUGUST 30, 2018

Powerpoint is not training”), engagement and performance. It offers clear and practical guidance as well as detailed case studies to help you develop effective social game-based learning solutions. Like, how to assemble and manage a system administrator team, and introduce the system to employees and leadership , and tons more.

How to Create Well-Designed Interactive eLearning

eLearningMind

NOVEMBER 15, 2022

Old school” teaching aids, such as PowerPoint Slides, scrolling text or audio files delivered one-way, passive learning, and learners often “turned off” after repeatedly pressing the “Next” button. ELM Case Study – [link]. ELM Case Study – [link]. What is interactive eLearning? Story-based eLearning.

Free L&D webinars for May 2019

APRIL 29, 2019

Wednesday, May 1, 2019, 9AM – 10AM PT: Secret New PowerPoint Stuff in Office 365 See all the amazing things you can now do with PowerPoint to bring your presentations, elearning, and other content to life, by telling visual stories in an engaging and interactive way. If you gave up on PowerPoint long ago, now’s the time to try again.

Free learning & development webinars for September 2023

AUGUST 30, 2023

This session, led by Abu Batasi, Director of Sales & Partnership at 3AG Systems, aims to provide you with valuable insights, real-world examples, and proven methodologies to develop and execute an effective L&D strategy that delivers measurable results that will resonate with your executive leadership .

Free learning & development webinars for September 2020

AUGUST 31, 2020

Wednesday, September 9, 2020, 9AM – 10AM PT: PowerPoint Visuals to Use When Presenting to Executives When you are speaking to executives about training initiatives, to get approval or update them on progress, you need to use visuals that effectively communicate the information they need to make decisions.

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Leadership Style Case Study In Powerpoint And Google Slides Cpb

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30+ Best Case Study PowerPoint Templates for In-Depth Analysis

In today’s dynamic professional environment, presenting in-depth case studies becomes critical for businesses and individuals alike. This compilation features over 20 of the best PowerPoint templates specifically designed for presenting comprehensive and engaging case studies. Whether you aim to detail the analysis and strategies behind a business decision, or delve into a person’s journey, these assets can streamline your process and elevate your presentation.

Each template is carefully curated, equipped with slides that cater to an array of elements necessary for a persuasive case study – presenting research, displaying data, sharing interviews, and more. With these templates at your disposal, you can easily translate raw information into an insightful and visually appealing narrative.

Available in both free and paid options, these PowerPoint templates encompass a diverse set of designs and formats. Be it a start-up pitch or an academic research presentation, this post brings forward a wide variety of quality tools for crafting impactful case studies.

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The X Note Template

Clean Business PPT

Agency Portfolio PPT

Bolo PPT Template

Analysiz Powerpoint

Ciri PPT Template

Business case study powerpoint template.

This is a highly versatile and sleekly designed PowerPoint template. With 180 slides covering everything from introductions to data presentation, this modern template, available in light and dark mode, ensures clarity in delivering your message. Features include sections for client testimonials, team profiles, and a call to action, making this template a comprehensive toolkit for engaging presentations.

Case Study & Research Powerpoint Template

This case study PowerPoint template makes data presentation a breeze. With 20 fully organized, ready-to-use slides, you can present research and data analysis in a visually engaging manner. The included master slides and color scheme help structure your information effectively.

Cubez – Case Study PowerPoint Template

Cubez is an excellent case study PowerPoint template designed to make your presentations stand out. Offering 30 customizable slides, this template lets you effortlessly craft infographics, adjust color themes, and resize. The well-structured format with named groups ensures ease of use.

Business Case Study PowerPoint Presentation

Looking for a sleek and professional way to present your business case study? Check out this PowerPoint presentation design layout. With its clean, creative, and modern design, it’s easy to customize to suit any business. It features 22 master slides, full HD widescreen format, editable vectors, and a user-friendly drag-and-drop image replacement.

Trendy Case Study PowerPoint Template

Introduce an air of sophistication to your presentations with this trendy case study PowerPoint template. It’s a professional and contemporary design preferred by students, business professionals, and the general public. With 35 unique, easily customizable, and minimalistic slides, this PowerPoint template also features charts, graphs, and image placeholders.

Social Media Research Powerpoint Template

This case study PowerPoint template is designed to display your social media research and case study findings effectively. This 20-slide layout incorporates a color scheme, master slides, and image placeholders for easy customization. Its layout facilitates a clear and concise presentation of data-driven insights to strategically inform your marketing action plans.

Agriculture Case Study Powerpoint Template

This case study PowerPoint template will help you make meaningful presentations more accessible. It centers around technologies’ sustainable role in agriculture, presented in crisp and detailed case studies. The pack includes 20 pre-arranged and color-coordinated PowerPoint slides with placeholders for your images and key data.

Mastering Case Study Powerpoint Template

Explore and present your research insights effectively with this modern case study PowerPoint template. It’s designed to assist in crafting presentations with compelling research narratives, clear visuals, and structured layouts. The package includes 20 fully organized slides with a color scheme, master slides, and image placeholders.

Bold Modern Case Study Presentation PPT

A dynamic and creative case study PowerPoint template suitable for various business presentations. This package contains PowerPoint and XML files, with resizable graphics and easy-to-use image placeholders. It also supports a widescreen format (16:9), perfect for lookbook slides and project pitches.

Dark Case Study PowerPoint Template

This is an engaging and visually impressive case study PowerPoint template. With its widescreen format and unique slide variations, it provides a dynamic platform for every stage of your business development. It features editable charts and elements, uses a preset color scheme, and is easy to navigate for an efficient and seamless experience.

Blue Case Study PowerPoint Template

The Blue Case Study PowerPoint Template offers a sleek and modern design, perfect for various presentations. Designed meticulously, this 18-slide multipurpose template allows users to easily edit graphics and texts. It’s user-friendly, simply drag and drop pictures into placeholders. The template, ideal for seminars, webinars, business presentations, arrives with a documentation file and free support. Recommended free web fonts included. Note, preview images aren’t included within download files.

Black & Yellow Study PowerPoint Template

The Black & Yellow Study PowerPoint Template is a sleek, easy-to-use resource perfect for presenting information in an engaging way. With 35 customizable slides, charts and graphs for data representation, and drop-and-drag image placeholders, it balances professional design with practical features. Ideal for students, workers, or any professional who needs to visually communicate information, this template enhances any presentation. Note: preview photos are not included.

Vibrant Case Study PPT Template

Introducing the Vibrant Case Study PPT Template: a modern, versatile tool perfect for enhancing business presentations, project pitches and lookbook slides. Features include a 16:9 widescreen format, resizable and editable graphics, and a convenient drag & drop picture placeholder. The package comes with PowerPoint and XML files, as well as a helpful guidance file. Please note, images are not included.

Stylish Case Study PowerPoint Template

The Stylish Case Study PowerPoint Template by Decentrace is a clean, contemporary, and professional-grade deck design perfect for various business endeavours. Whether it’s a case study proposal, a sales report, or a startup pitch, this template, boasting of 25 total slides, resizable graphics, and free fonts, is an excellent tool. It comes with a handy help file and allows for easy image placement. However, images shown are just previews and not included in the file.

Case Study PowerPoint Template

The Case Study PowerPoint Template by RRGraph Design is an all-inclusive tool for enhancing your business presentations. With 30 unique slides, 90+ customizable XML files, and options for light and dark backgrounds, it transforms every stage of your business development into engaging visual stories. Handmade infographics give an authentic touch to your brand’s narrative. Please note, image stocks are not included.

Case Study Presentation Template

The Case Study Presentation Template is a professional PowerPoint template designed to enhance the quality of your next presentation. It comes with a helpful ‘Read Me’ text file and includes 30 easily customizable slides in seven different color themes. Despite the absence of images, its organization into named groups and ability to change size, recolor, and more make it a highly versatile asset.

Buminas Case Study PowerPoint Template

The Buminas Case Study PowerPoint Template is a clear, versatile tool that can be used for a wide range of business presentations including finance, marketing, management, and many more. Its features include 30 unique, easily editable slides, free web fonts, and widescreen ratio. Keep in mind, demo images are for preview purposes only and are not included in the files.

Fun Case Study Presentation Template

The Fun Case Study Presentation Template is a unique yet professional choice for those needing a clean, creative and straightforward template. It features more than 20 unique slides, theme color options, resizable graphics and drag and drop photo replacement. The full HD 16:9 ratio and the minimal design make your presentation visually appealing. Easy to customize in Microsoft PowerPoint to match your personal or company brand.

Purple Case Study PowerPoint Template

The Purple Case Study PowerPoint Template offers a professional style that is easy to fully customize according to your preferences. Offered in both a dark version and a light version, this template is editable in PowerPoint format files, allowing you to alter images, colours, and text. It also features unique font themes, a color scheme, image placeholders, and free font use. Please note, preview and image stocks are not included.

Case Study Finance PowerPoint Template

The Case Study Finance PowerPoint Template offers a sleek and professional look for various presentations. It’s great for financial reports, business meetings, project pitches, and other uses. With 30 unique slides, a light background, and all graphics being resizable and editable, this versatile tool makes it easy to customize your presentation. The package also includes XML files, an icon pack, and a help file. Note: Image stocks are not included.

Study Case PowerPoint Template

The Study Case PowerPoint Template is a flexible and creative asset perfect for both corporate and personal presentations. Boasting a clean, elegant design with 60 total slides – split evenly between light and dark versions – all in a widescreen 16:9 ratio. This user-friendly template, including master slide layouts and a free font, can enhance your presentations, potentially attracting more customers. Note: Images used in preview not included.

Case Study PowerPoint Presentation

The Case Study PowerPoint Presentation is a versatile and interactive creative template that is easily customizable. Crafted for a wide range of uses, from academic presentations to innovative team projects, you can personalize elements like text, images, and colors. Offering over 125 slides, 5 predefined color variations, animations, infographic icons, and an easy drag-and-drop picture replacement, it’s compatible with all versions of PowerPoint. Please note, original template images are not included.

Cestudy Case Study PowerPoint Template

The CeStudy Case Study PowerPoint Template is a resourceful tool designed to amplify your company’s presentations. It comes with 26 distinctive slides, features such as resizable and editable graphics, easy-to-edit colors, and a wide screen ratio. Supported by free, prompt customer service, this template also provides provisions for drag and drop images, enhancing the beauty and creativity of your content.

Acropolis Case Study PowerPoint Template

The Acropolis Case Study PowerPoint Template, provided by RRGraph Design, is an extensive asset for your presentations. With 45 unique slides, over 90 custom theme colors, and options for light or dark backgrounds, this template is fully customizable. It also includes handmade infographics to enhance your storytelling. Designed to accompany your business development stages, it’s a great tool for project presentations and brand recognition.

Casevoke Case Study PowerPoint Template

The Casevoke Case Study PowerPoint Template is a versatile presentation resource suitable for various purposes, including case studies, research, reports, and proposals. It offers 30 easily-editable master slides with 16:9 widescreen ratio, customizable graphics, a placeholder for pictures, and an included data chart. The usage of recommended free web fonts ensures an aesthetically appealing presentation. Please note, images in the demo are for preview purposes only.

Busca Business Case Study PowerPoint

The Busca Business Case Study PowerPoint is a universally adaptable presentation template, perfect for a spectrum of uses – from creative agencies and corporate business profiles to personal portfolios and start-ups. This asset, featuring 30 easily editable slides available in three color options, boasts a 16:9 wide screen ratio and a simple drag-and-drop mechanism. Please note, demo images are for preview only and not included in the file.

Bresky Case Study PowerPoint Template

The Bresky Case Study PowerPoint Template offers a sleek and unique design for a variety of presentation needs. With 25 slides that have been carefully created for aesthetic appeal and usability, it’s a versatile choice for any business, portfolio or branding project. Easy to use and customizable, it focuses on strong typography and incorporates unique mockup devices and portfolio slides, providing a professional and modern feel to any presentation.

Minimal Case Study PowerPoint Template

The Minimal Case Study PowerPoint Template is a versatile and user-friendly tool. Ideal for creative agencies, startups, corporations and more, it features 15 customizable slides and easy-to-edit elements. It has an intuitive drag-and-drop image feature, and the text, photos, shapes and colors are all easily adjustable. The template comes in a 16:9 ratio and uses free fonts. Note, images aren’t included.

Case Study and Education PowerPoint Template

The Case Study and Education PowerPoint Template offers a professional, ultra-modern design for educational and academic presentations. With 20 resizable and editable slides, this versatile template can be used for any topic, from school research projects to management seminars. With user-friendly features like drag-and-drop picture placeholders, free web fonts, and wide screen ratio, creating an engaging presentation becomes effortless.

Case Study Powerpoint Template is a sleek and professional presentation asset well-suited for those aiming for a clean, creative, and unique style. It features over 20 unique slides, a customizable color palette to match your brand, and is fully editable with easy-to-use drag and drop functions. With its high quality, resizable vector elements and free fonts, it’s an accessible tool to elevate your presentations.

Case Study Business PowerPoint Template

The Case Study Business PowerPoint Template is a sleek, minimalist style presentation tool ideal for various needs such as business proposals, lookbooks, and project pitches. With 30 unique slides, light and dark backgrounds, resizable graphics, and a drag & drop image feature, it offers versatility and ease of use. The package includes PowerPoint files, color schemes, a help file, and an icon pack, although images must be supplied separately.

The Case Study Presentation Template is a unique, clean, and professional PowerPoint tool perfect for creating captivating presentations. With over 20 unique, easy-to-edit slides, a full HD 16:9 ratio, and a master slide layout allowing easy photo replacement, this asset is a time-saver. The minimalistic and creative design makes for engaging presentations that align with your brand’s aesthetics.

Scilast Study Case Lab Template PowerPoint

The Scilast Study Case Lab Template PowerPoint is a versatile and artistically designed presentation tool. Perfect for both corporate and individual presentations, it boasts of a total of 60 slides, with an equal mix of light and dark themes to suit your style. It’s easily customizable with a widescreen ratio of 16:9 and includes master slide layouts. Please note, images used in previews are not included.

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Microsoft: A Case Study in Strategy Transformation

If you’re leading your team through big changes, this episode is for you.

• Apple Podcasts

In early 2015, Microsoft’s senior leaders were facing a set of difficult decisions. The firm had been struggling to innovate and grow as fast as its competitors. Now they were considering new opportunities that would yield higher growth but lower margins — like shifting away from perpetual licensing to focus on subscription sales.

Harvard Business School professor Fritz Foley studied this period of transformative change at Microsoft for a business case study he wrote. In this episode, he shares how Microsoft’s leaders analyzed different options and worked to get both investors and employees on board with new ideas about growth. He also explains how the company’s risk-averse culture evolved in order to execute such a huge transformation.

Key episode topics include: strategy, growth strategy, business models, corporate governance.  

HBR On Strategy curates the best case studies and conversations with the world’s top business and management experts, to help you unlock new ways of doing business. New episodes every week.

• Listen to the original Cold Call episode: The Transformation of Microsoft (2018)
• Find more episodes of Cold Call
• Discover 100 years of Harvard Business Review articles, case studies, podcasts, and more at HBR.org

HANNAH BATES: Welcome to HBR On Strategy , case studies and conversations with the world’s top business and management experts, hand selected to help you unlock new ways of doing business.

In early 2015, Microsoft’s senior leadership team was facing a set of difficult decisions. The firm had been struggling to innovate and grow as fast as its competitors. Now, they were considering new opportunities that would yield higher growth, but lower margins like shifting away from perpetual licensing to focus on subscription sales.

Today, we bring you a conversation with Harvard Business School professor Fritz Foley, who studied this period of transformative change at Microsoft for a business case study he wrote. In this episode, you’ll get a window into how Microsoft’s leaders analyzed different options and got both investors and employees on board with a different idea of growth. You’ll also learn how the company’s risk-averse culture had to evolve in order to execute such a huge transformation.

This episode originally aired on Cold Call in July 2018. Here it is.

BRIAN KENNY: Electronics enthusiasts in the 1970s looked forward to it every year: the January issue of Popular Electronics . That is because that issue was known for featuring the coolest up-and-coming products in the world of electronics. And when the January 1975 issue hit newsstands, it did not disappoint. The cover was adorned with the first available image of the Altair 8,800, the world’s first mini-computer kit. It may not have been the shot heard around the world, but many say that it was the spark that ignited the home computer revolution. That very magazine inspired a young Paul Allen and Bill Gates to turn their passion for computers into a business that subsequently became an empire.

Today, Microsoft Corporation is the third most valuable company in the world and the world’s largest software company. But after four decades of buffeting the headwinds of the very industry it helped to create, Microsoft is at a turning point and the way forward is not entirely clear. Today we’ll hear from Professor Fritz Foley about his case entitled “The Transformation of Microsoft.” I’m your host, Brian Kenny, and you’re listening to Cold Call .

SPEAKER 1: So, we’re all sitting there in the classroom.

SPEAKER 2: Professor walks in.

SPEAKER 3: And they look up and you know it’s coming. The dreaded cold call.

BRIAN KENNY: Professor Fritz Foley’s Research focuses on corporate finance. He’s an expert on investment capital structure, working capital management, and a range of related topics, all of which probably factor into the case today. Fritz, thanks for joining us.

FRITZ FOLEY: Thanks so much for having me.

BRIAN KENNY: So, everybody pretty much knows who Microsoft is, and I think people will be really interested in getting a glimpse into where they were at this turning point in the company’s history. Still a very, very important company in the landscape of the technology industry and beyond. So, I think people will relate right away to this, but let me ask you, if you could start just by setting the stage for us. How does the case begin? Who’s the protagonist and what’s on her mind?

FRITZ FOLEY: Yeah, so the protagonist is Amy Hood, who is Microsoft’s CFO. She also was a student here at HBS at the time that I was in the PhD program. So, I’ve known her for some time and she’s facing a set of choices that really revolve around whether or not Microsoft should try to pursue increased margin or increased growth.

BRIAN KENNY: Okay. What prompted you to write the case? Your connection with Amy obviously is part of that, but why Microsoft and why now?

FRITZ FOLEY: I think I have been struck by the transformation that they are in the midst of. This is a company that… I mean, it’s hard to remember this. In the early two thousands, the stock price was stuck in the 20 to $30 a share range. And there was a group of people who were calling for the firm to be managed essentially for cash distributions and for increased margins. And then there were some growth opportunities that the company faced simultaneously. So, there was a real choice as to what direction to head. And I think this is a compelling choice that many other companies face. So, it’s a powerful example for me to highlight in course I teach about chief financial officers.

BRIAN KENNY: Microsoft was the first player on this stage really, but then Apple came along and I think many people look at these two as fierce competitors. But can you just talk about the difference between these two companies in terms of how they manage their financial strategy?

FRITZ FOLEY: Yeah, I can say a bit about that. So, at one level, they certainly are similar. They’re in tech space and in fact, many things that Microsoft was attracted to phones in particular, is something that Apple has excelled at. And I think that at the time of the case, they were quite different in the eyes of investors, I would say. I would say that investors still viewed Apple as having a lot of a growth emphasis of a commitment to innovating new products and solving problems that people weren’t even sure they had. Whereas Microsoft was the older, more established tech firm that I think, in the eyes of some, had become not a relic of the past, but less relevant when thinking about future innovations. And in some sense, the cases about how Microsoft tried to shed that view and become a relevant growth-oriented entity again.

BRIAN KENNY: And they’d certainly been criticized over the decades for not moving quickly enough to innovate and getting caught up in their own. And you think about IBM maybe as a company that faced similar criticisms getting caught up in just their size and the bureaucracy of the place. What did Microsoft’s business look like in 2012? Because that seemed to be the beginning of the turning point?

FRITZ FOLEY: Yeah. I mean, it was one where there was varying performance across divisions. There was interest by value activist investors given the large cash holdings that the firm had. Obviously, their market share when it came to the office suite of products and windows, those were quite high. And they were obviously very successful in continuing to provide versions of that to a whole variety of users. They had emerging cloud business, but it wasn’t clear that they would win in that space and had really struggled in other spaces.

In search, Bing never got traction relative to Google. In phones, they were really struggling in 2012 right before they tried to make more headway in phones by buying Nokia, which also subsequently didn’t work out as well as they had hoped. So, I think along a series of dimensions, they were really trying to get some traction, trying to get footing in new spaces. And there were a group of investors that actually felt like that wasn’t what they should do. That they should just focus on Office, focus on Windows, enjoy the high margins that came with their on-premises server and tool business offerings. So, they faced some really hard choices.

BRIAN KENNY: And they were also, in terms of just the organization itself up against some issues, what were some of the things they were encountering culturally at the time?

FRITZ FOLEY: Yeah. I mean, it’s a fascinating story from a cultural standpoint. It was an environment where there were high returns to showing that you were the smartest person in the room. Some of the stories that I have heard are a little jarring. I am not sure I would’ve survived in this environment. There were these very long mid-year reviews that took place and were incredibly demanding. It was an environment that was beginning to really emphasize the desire to be efficient, to be right, and in fairness to them, and Microsoft was coming from a culture or their culture came from a place where they were selling a product that couldn’t really fail. People had very high expectations for the performance of everything Microsoft provided them. And unlike today where there’s more room to update things through online updates, a lot of the software, it shipped and it had to be close to perfect when it shipped.

BRIAN KENNY: Actually, I can remember a time when the launch of a new Windows system was similar to the launch of a new iPhone. People were really excited to get the new system, but inevitably there were bugs and those were highly publicized, and so they fell under a lot of criticism. They were really operating under a microscope for a long time.

FRITZ FOLEY: For sure. And we’re keenly aware that time to fail in their products, which is a measure of how long it took for some product or process to break down, had to be very long. Otherwise, they would meet with a lot of customer dissatisfaction.

BRIAN KENNY: Yeah. Okay. So, let’s move into the transformation phase for them. What was the fundamental shift they made in terms of changing or restructuring the organization?

FRITZ FOLEY: In my view, I think that they did a variety of things to adopt more of a growth orientation. And some of this dealt with their metrics. Some of it dealt with very explicit changes to the culture, and I think some of it also dealt with a realization that pursuing growth would enhance value much more than trying to increase margins and have large dividend payouts or larger dividend payouts to shareholders. So this was, I would say in the 2012, 2013 timeframe, we began to see pieces of this. And they also faced significant managerial changes at that time. That’s when Steve Ballmer retired and they needed to pick a new CEO and could have gone a variety of directions there. And by picking Satya Nadella, effectively we’re committing to more of a growth path.

BRIAN KENNY: Can you think of an example of a company that chose the margins path? And I mean, these are both potentially successful choices, but I would guess.

FRITZ FOLEY: For sure. And it’s a very hard trade-off to make. In teaching my MBA students and executive education students I’m always struck, when I ask them, “Would you sacrifice some margin for growth,” how hard that question can be and how many people don’t have much intuition for it. So, other companies did go the margin route.

BRIAN KENNY: Yeah. Is it a situation where the margin choice is one that’s probably more comfortable and the returns are going to come sooner and the growth choice is a little riskier, and for a risk-averse culture probably harder to implement and you’re betting on the future? Is that fundamentally what the choice is?

FRITZ FOLEY: Yeah. I think that’s a really good way of putting it. Many people find it easier to see the benefits that come with cutting costs and looking for efficiencies and worry that what may come with growth could be elusive. And in some regards, I have heard senior finance managers say that they had to earn the permission to go after growth. They have to get the buy-in from a group of investors who feel as if the senior leadership team has credibility in pursuing growth.

BRIAN KENNY: So, here we have Microsoft, an enormous company, 130,000 or so employees, something like that, large by any measure about to pursue an option that is in many ways counter to the culture of the organization. How do you do that? How do you cascade this kind of a change through an organization of that size?

FRITZ FOLEY: On the cultural side, one thing that they did was very explicitly dropped a growth mindset culture. And Satya Nadella writes about this in his recent book, Refresh. The story is, for me, very compelling. It’s incredibly hard to get any organization to change its culture. Whenever I’ve been a part of an organization that tried to engage in a cultural shift, whatever the tagline was, quickly became the punchline for a set of office jokes.

BRIAN KENNY: I’ve been on the other side of that. I’m the guy who writes the punchlines most often.

FRITZ FOLEY: Yeah. So, you know how hard this is. And I think that they were very wise in picking Kathleen Hogan who had led one of the divisions of Microsoft to head up the charge to describe and roll out this cultural change. They brought senior leaders on board, and ultimately, I think there was a lot of demand for it that many people who were working at Microsoft were innovative engineers and a very creative set of employees who wanted to pursue growth. And when given the choice to move away from review processes and given the opportunity to go to meetings where they didn’t feel like they had to be exactly right in making a point, but could stimulate the beginning of a discussion set of ideas that could lead to something that was new, people embraced that.

BRIAN KENNY: And here we are in the age of the millennial worker. Millennials don’t want to work for the old Microsoft for sure. And Microsoft is competing with the likes of Google and Apple and other firms that are definitely perceived as open and innovative, and they want people with energy and ideas. So, they have to adopt that same personality, I guess.

FRITZ FOLEY: Yeah, I agree with that. I think there’s a new buzz about Microsoft, at least among my students, they’re much more intrigued by what it would mean to work there and what opportunities exist to do some things that would be truly novel and have a big impact on how people get work done.

BRIAN KENNY: So, let’s go back to our protagonists. Amy Hood in the case actually delves into her mindset a little bit. She’s getting ready to communicate these changes to the financial community. What are the kinds of things a CFO would have to think about? Because I can imagine the financial probably is more comfortable with the margin choice than the growth choice

FRITZ FOLEY: Yeah, for sure. It’s fun for me to imagine her faced with this choice really of, okay, I can go this path of growth, but if I do this, I am going to have to go to my investors and say, our margins are going to go down for some period of time, and you’re not going to like that. But there’s going to be some upside and it will take some time for that upside to show up. So, I think she needed to find ways to communicate or signal what that upside would be and how big it might be to the investors so that she wouldn’t lose credibility with them and would have the permission essentially to pursue growth.

BRIAN KENNY: Yeah. Now we hear it all the time about the emphasis on the short-term, short-termism in the financial community, and people want returns and they want them right away. In your experience, are you seeing a shift in the financial community, or are the analysts getting a little more comfortable with this notion of you can’t always go for the margins, you’ve got to find some sustainable growth in the long term?

FRITZ FOLEY: Yeah. It’s a great question. It’s one that troubles me or is something I think about our financial system generally. I happen to be probably more optimistic relative to many when it comes to how short-term-oriented, or really how financial markets aren’t as, as some might worry, or that concern about short-termism doesn’t resonate as much with me. I do think there is a big burden on senior finance teams to explain how value is created by thinking long-term and embracing growth opportunities. And in some sense, when I look at what Amy has been doing at Microsoft, I applaud her and her team for taking on that challenge. They quite explicitly set a target of a $20 billion run rate for their commercial cloud business, and once analysts had that number, they could begin to build off of it and get a feel for how much value could be created if Microsoft succeeded at pulling this off.

So, by having the courage to commit to that path and help analysts understand what the path meant, I think that they have been effective in pursuing it. More generally, I do worry that there are some analysts that simply take an earnings-per-share number and apply some current multiple and don’t think much about what the future will look like. I am hopeful that finance teams and organizations will play a role in educating analysts as to how they should think about the future, when growth opportunities do exist and are attractive.

BRIAN KENNY: Yeah. You mentioned earlier that you’ve talked about this in class, and I’m just curious, do the MBA students come at this differently than the executive education students who have been in fiduciary roles and organizations already?

FRITZ FOLEY: Yeah. That’s an interesting question. Let me reflect on that for a moment. I think the approach is fairly similar. I would say that some MBA students are probably less aware of the constraints that capital markets may put on senior management teams to pursue growth. They’re less aware of what an activist who wants cash now might push management to do, whereas executive education students tend to be keenly aware of those pressures. If anything, I find that MBA students, it’s a little bit harder for them to articulate what is the case for pursuing margin for Microsoft in 2012, 2013. Many executive education students are quick to come up with lists of things that could be done strategically financially in picking leadership.

BRIAN KENNY: Yeah, it’s interesting. And anybody who’s worked in an organization for any period of time, going back to that whole notion of how hard it is to change a culture, it’s pretty easy to think of reasons why not to pursue that path. So, I thought maybe some of the exec ed students might come at with those constraints already wrapped around themselves.

FRITZ FOLEY: Yeah, I agree.

BRIAN KENNY: Yeah. Fritz, thanks for joining us today.

FRITZ FOLEY: Thanks very much for having me.

HANNAH BATES: That was Harvard Business School Professor Fritz Foley in conversation with Brian Kenny on Cold Call . We’ll be back next Wednesday with another handpicked conversation about business strategy from Harvard Business Review.

If you found this episode helpful, share it with your friends and colleagues and follow our show on Apple Podcasts, Spotify, or wherever you get your podcasts. While you’re there, be sure to leave us a review. And when you’re ready for more podcasts, articles, case studies, books, and videos with the world’s top business and management experts, find it all at HBR.org.

This episode was produced by Ann Saini and me, Hannah Bates. Ian Fox is our editor. Special thanks to Maureen Hoch, Adi Ignatius, Erica Truxler, Ramsey Khabbaz, Nicole Smith, Anne Bartholomew, and you, our listener. See you next week.

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How BCG Is Revolutionizing Consulting With AI: A Case Study

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In a world where AI is transforming every sector, companies are constantly seeking ways to gain a competitive edge. Boston Consulting Group (BCG) is leading the charge by embracing artificial intelligence (AI), particularly generative AI, to revolutionize its internal operations and consulting services. Let’s delve into how BCG is leveraging AI to transform its business processes and the consulting industry as a whole.

The Strategic Importance Of AI At BCG

AI is not just a buzzword at BCG; it is a fundamental element of their strategy. Vlad Lukic, Managing Director and Senior Partner at BCG, emphasizes the significance of AI, stating, "It gets into the crux of our business, right? And it's going to be fundamental to the toolkit and skills that we need to have." AI serves as an assistant, enabling BCG consultants to operate at unprecedented speeds, thus allowing them to generate insights faster and drive impactful results for their clients.

Real-World Applications Of AI At BCG

1. Interview Processing and Analysis:

Lukic recalls his summer internship, where he had to interview 30 engineers about materials science over three days, transcribe the conversations, distill the insights, and create slides. This labor-intensive process took two weeks. In contrast, a recent consultant used BCG's enterprise GPT to perform a similar task. "On the third day, he had slides and insights ready to go," Lukic marvels. The AI tool transcribed interviews, highlighted key themes, and generated draft presentations in minutes, reducing a two-week process to two or three days.

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2. Gene: BCG's Innovative Conversational AI:

Another striking example of AI's impact at BCG is the development of Gene, a conversational AI designed to engage with humans and create audio experiences. Originally conceived as a co-host for BCG's "Imagine This" podcast about the future, Gene has evolved into a versatile tool for client engagement and content creation.

Paul Michelman, editor-in-chief at BCG, explains, "Gene was born for a specific job, really one job, and its original training was to be a co-host of a podcast." However, the potential of Gene quickly became apparent, and its applications have expanded. Gene now appears at live events with clients and other audiences, engaging in conversations about the future of AI and thought leadership.

Enterprise GPT: A Game Changer

BCG's enterprise GPT is a cornerstone of their AI strategy. Rolled out to every employee, this tool ensures all data remains within BCG's control. Consultants can also build their own GPTs for specific engagements, fostering innovation and efficiency. Over 3,000 GPTs have been created, addressing tasks from document summarization to administrative functions. Lukic highlights its impact on productivity, noting, "It's really helping us move to a different level of speed."

Evolving Roles And Skills In The AI Era

With AI taking over routine tasks, the role of consultants is evolving. Lukic underscores the need for purposeful toil and sanity checks to ensure junior consultants develop essential skills. He explains, "We are forcing some of those conversations with our team members, so that we can build their skills along the way." This includes teaching consultants how to engage with AI tools effectively, ensuring they can provide accurate and reliable insights.

The development of Gene has also prompted new considerations in AI deployment. Bill Moore from BCG Design Studios, who created Gene, explains the challenges in balancing autonomy and control: "We adjust, we work with the temperature to keep that sort of fine-tuned and we'll drop it down to zero if we need really accurate responses."

Measuring The Impact Of AI

BCG conducted a scientific experiment involving 750 employees to measure the impact of generative AI on performance and efficiency. The results were compelling. For straightforward tasks, productivity increased by 30-40% for new hires and 20-30% for experienced consultants. However, for complex tasks, productivity sometimes decreased due to the challenges of debugging AI-generated outputs. This experiment highlighted the importance of understanding where AI can be most effective and implementing proper guardrails to ensure accuracy.

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BCG's broader research into generative AI reveals significant insights into its value and potential pitfalls. The study found that around 90% of participants improved their performance when using GenAI for creative ideation. However, when applied to business problem-solving—a task outside the tool's current competence—many participants trusted misleading outputs, resulting in a 23% decline in performance compared to those who didn't use the tool. This underscores the necessity of proper training and understanding the limitations of AI tools.

Ensuring Accuracy And Mitigating Risks

To mitigate risks associated with AI, BCG has implemented several guardrails. Human experts review AI-generated insights, and workflows are designed to ensure continuous oversight. Additionally, BCG fine-tunes their models based on usage and feedback, reducing the likelihood of errors.

In the case of Gene, transparency and ethical considerations are paramount. Paul Michelman emphasizes, "We think it's very important... to be fully clear when we're using technology. And two, to really avoid anthropomorphizing." This approach extends to Gene's voice, which is intentionally androgynous and slightly robotic to clearly differentiate it from a human.

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BCG employs a dual approach to AI implementation. While top-down initiatives identify key workflows that can benefit from AI, grassroots innovation is also encouraged. A senior task force focuses on internal support functions and consulting cohorts, identifying where AI can eliminate bottlenecks and enhance productivity.

The Future Of Consulting In The AI Era

Looking ahead, AI is poised to reshape the consulting industry. Lukic predicts that within a decade, 50% of current tasks will be automated through AI, allowing consultants to focus more on change management and driving adoption within client organizations.

Bill Moore envisions a future where conversational interfaces like Gene become a new layer of interaction with technology, potentially revolutionizing accessibility and user experience.

Strategies For Successful AI Adoption

For CEOs considering AI adoption, Lukic offers two key pieces of advice. First, don't wait. Start addressing frictions and building the necessary governance structures now. Second, engage the organization. Avoid outsourcing AI implementation entirely and instead, focus on building internal capabilities.

Transforming Consulting With AI

BCG's strategic application of AI, particularly generative AI and conversational AI like Gene, showcases how embracing technology can revolutionize internal processes and enhance client service. By leveraging AI tools like enterprise GPT and Gene, BCG is boosting productivity, fostering innovation, and preparing its workforce for the future. As AI continues to evolve, BCG's proactive approach provides a valuable blueprint for other organizations aiming to harness the power of AI in their own operations.

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New York's viral new trash cans unveiled nearly 2 years after a $1.6 million contract with consultancy giant McKinsey

• New York's viral new trash bins were unveiled following a $1.6 million contract with McKinsey.
• Mayor Eric Adams revealed the new bins as part of his "Trash Revolution," launched Monday.
• New York is embracing containerization — putting your garbage bag in a bin, not just on the street.

New York's much-discussed new trash cans have been shown off nearly two years after the city spent $1.6 million to contract with consulting giant McKinsey in 2022.

On Monday, NYC Mayor Eric Adams revealed the wheeled bin alongside NYC Department of Sanitation Commissioner Jessica Tisch , who symbolically put a black bag from his official residence, Gracie Mansion, into the container.

Video of the launch, which saw Adams wheeling a bin onto the street while Jay-Z and Alicia Keys' "Empire State of Mind" played, quickly went viral, drawing memes and ridicule from citizens of cities that have had similar bins for decades.

Time to Get (EVEN MORE) Stuff Clean! Join us right now in Manhattan as we kick off the next phase in our trash revolution: https://t.co/AEDRQNXmUT — NYC Mayor's Office (@NYCMayorsOffice) July 8, 2024

Under the new rules, which come into force on November 12, 2024, all properties with one to nine residential units will be required by law to use one of the latch-lidded waste collectors, now available to purchase online from $46.

The newly introduced requirement seeks to minimize the number of sidewalk rats . It isn't known exactly how many rats are in NYC, but a 2014 study suggested there were around two million, and a pest control firm in 2023 estimated there were close to three million rats in NYC.

Adams said the program was part of his administration's "Trash Revolution," which aims to clean up the city's streets. Officials estimate New Yorkers produce around 14 billion pounds of trash each year. But with the new rule directed at removing about 70% of this, curbside garbage piles are hoped to become a problem of the past.

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Plans for the new bins follow the city's work with consulting giant McKinsey & Company, which was drafted in to help the city assess how to contain its waste. A Sanitation Department official told New York Streetsblog at the time that the project was worth around $4 million, but a spokesperson for the department told Business Insider $1.6 million was paid out to McKinsey for the contract.

According to an October 2022 New York Times article, McKinsey was scheduled to spend 20 weeks working with the Sanitation Department to determine what sort of bins would suit different streetscapes, what they should look like, and which vendors to use. The department told Business Insider that work on the contract concluded in April 2023.

The goal was to design a program capable of combating New York's decadeslong garbage problem, looking at waste collection methods used in urban areas around the world and focusing on containerization — or, in simple terms, putting trash bags in bins rather than on the street.

A New York City Sanitation Department spokesperson told Business Insider, "DSNY's limited work with McKinsey a couple of years ago is not directly related to this week's wheelie bin announcement."

"McKinsey did not determine or recommend policy — they did math around the fact that the City was interested in waste containerization, a strategy the Adams Administration is now aggressively pursuing," the spokesperson added. The bin design was the result of work conducted by city employees, another DSNY spokesperson told BI.

The solution decided upon is similar to systems already used in cities like Barcelona, where fleets of colored, uniform bins are often found on residential blocks.

The bin project is far from the firm's first consultation in New York. The Office of the New York State Comptroller shows that McKinsey has worked on at least 10 other projects with the state.

McKinsey declined to comment when contacted by Business Insider.

Correction: July 11, 2024 — An earlier version of this story misstated McKinsey's role in working with the New York City Sanitation Department. The department said that it hired McKinsey to help inform its efforts at waste management but that the decision to pursue the wheeled bins unveiled Monday was the city's and not a McKinsey recommendation. The story was also updated with a statement from a New York City Sanitation Department spokesperson and with new information from the department that the contract with McKinsey, originally said to be as high as $4 million, was ultimately worth $1.6 million.

Watch: How Disney's magical trash tubes ended up in New York City

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