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Writing a case report in 10 steps

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

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

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

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

First steps

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

Getting consent

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

Information gathering

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

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

Coming up with a title

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

Background research

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

How your case is different

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

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

Writing an abstract

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

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

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

how to write a formal case study report

how to write a formal case study report

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

how to write a formal case study report

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

What Is a Case Study?

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

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

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

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

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

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

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

Types of Case Studies

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

Types of Case Studies

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

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Case Study Format

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

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

How to Write a Case Study

Let's discover how to write a case study.

How to Write a Case Study

Setting Up the Research

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

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

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

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

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

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Case Study Outline

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

Introduction

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

Writing a Case Study Draft

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

How to Write a Case Study

📝 Step 📌 Description
1. Draft Structure 🖋️ Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.
2. Introduction 📚 In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your work—presenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research.
3. Research Process 🔍 Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world.
4. Quotes and Data 💬 Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case.
5. Offer Solutions 💡 At the end of your case study, you should offer possible solutions, but don’t worry about solving them yourself.

Use Data to Illustrate Key Points in Your Case Study

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

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

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

Finalizing the Draft: Checklist

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

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

Problems to avoid:

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

How to Create a Title Page and Cite a Case Study

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

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

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

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

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

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.
Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.
Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

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

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

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

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What Is A Case Study?

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

Daniel Parker

Daniel Parker

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

how to write a formal case study report

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

How to Write an Argumentative Essay

Organizing Your Social Sciences Research Assignments

  • Annotated Bibliography
  • Analyzing a Scholarly Journal Article
  • Group Presentations
  • Dealing with Nervousness
  • Using Visual Aids
  • Grading Someone Else's Paper
  • Types of Structured Group Activities
  • Group Project Survival Skills
  • Leading a Class Discussion
  • Multiple Book Review Essay
  • Reviewing Collected Works
  • Writing a Case Analysis Paper
  • Writing a Case Study
  • About Informed Consent
  • Writing Field Notes
  • Writing a Policy Memo
  • Writing a Reflective Paper
  • Writing a Research Proposal
  • Generative AI and Writing
  • Acknowledgments

A case study research paper examines a person, place, event, condition, phenomenon, or other type of subject of analysis in order to extrapolate  key themes and results that help predict future trends, illuminate previously hidden issues that can be applied to practice, and/or provide a means for understanding an important research problem with greater clarity. A case study research paper usually examines a single subject of analysis, but case study papers can also be designed as a comparative investigation that shows relationships between two or more subjects. The methods used to study a case can rest within a quantitative, qualitative, or mixed-method investigative paradigm.

Case Studies. Writing@CSU. Colorado State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010 ; “What is a Case Study?” In Swanborn, Peter G. Case Study Research: What, Why and How? London: SAGE, 2010.

How to Approach Writing a Case Study Research Paper

General information about how to choose a topic to investigate can be found under the " Choosing a Research Problem " tab in the Organizing Your Social Sciences Research Paper writing guide. Review this page because it may help you identify a subject of analysis that can be investigated using a case study design.

However, identifying a case to investigate involves more than choosing the research problem . A case study encompasses a problem contextualized around the application of in-depth analysis, interpretation, and discussion, often resulting in specific recommendations for action or for improving existing conditions. As Seawright and Gerring note, practical considerations such as time and access to information can influence case selection, but these issues should not be the sole factors used in describing the methodological justification for identifying a particular case to study. Given this, selecting a case includes considering the following:

  • The case represents an unusual or atypical example of a research problem that requires more in-depth analysis? Cases often represent a topic that rests on the fringes of prior investigations because the case may provide new ways of understanding the research problem. For example, if the research problem is to identify strategies to improve policies that support girl's access to secondary education in predominantly Muslim nations, you could consider using Azerbaijan as a case study rather than selecting a more obvious nation in the Middle East. Doing so may reveal important new insights into recommending how governments in other predominantly Muslim nations can formulate policies that support improved access to education for girls.
  • The case provides important insight or illuminate a previously hidden problem? In-depth analysis of a case can be based on the hypothesis that the case study will reveal trends or issues that have not been exposed in prior research or will reveal new and important implications for practice. For example, anecdotal evidence may suggest drug use among homeless veterans is related to their patterns of travel throughout the day. Assuming prior studies have not looked at individual travel choices as a way to study access to illicit drug use, a case study that observes a homeless veteran could reveal how issues of personal mobility choices facilitate regular access to illicit drugs. Note that it is important to conduct a thorough literature review to ensure that your assumption about the need to reveal new insights or previously hidden problems is valid and evidence-based.
  • The case challenges and offers a counter-point to prevailing assumptions? Over time, research on any given topic can fall into a trap of developing assumptions based on outdated studies that are still applied to new or changing conditions or the idea that something should simply be accepted as "common sense," even though the issue has not been thoroughly tested in current practice. A case study analysis may offer an opportunity to gather evidence that challenges prevailing assumptions about a research problem and provide a new set of recommendations applied to practice that have not been tested previously. For example, perhaps there has been a long practice among scholars to apply a particular theory in explaining the relationship between two subjects of analysis. Your case could challenge this assumption by applying an innovative theoretical framework [perhaps borrowed from another discipline] to explore whether this approach offers new ways of understanding the research problem. Taking a contrarian stance is one of the most important ways that new knowledge and understanding develops from existing literature.
  • The case provides an opportunity to pursue action leading to the resolution of a problem? Another way to think about choosing a case to study is to consider how the results from investigating a particular case may result in findings that reveal ways in which to resolve an existing or emerging problem. For example, studying the case of an unforeseen incident, such as a fatal accident at a railroad crossing, can reveal hidden issues that could be applied to preventative measures that contribute to reducing the chance of accidents in the future. In this example, a case study investigating the accident could lead to a better understanding of where to strategically locate additional signals at other railroad crossings so as to better warn drivers of an approaching train, particularly when visibility is hindered by heavy rain, fog, or at night.
  • The case offers a new direction in future research? A case study can be used as a tool for an exploratory investigation that highlights the need for further research about the problem. A case can be used when there are few studies that help predict an outcome or that establish a clear understanding about how best to proceed in addressing a problem. For example, after conducting a thorough literature review [very important!], you discover that little research exists showing the ways in which women contribute to promoting water conservation in rural communities of east central Africa. A case study of how women contribute to saving water in a rural village of Uganda can lay the foundation for understanding the need for more thorough research that documents how women in their roles as cooks and family caregivers think about water as a valuable resource within their community. This example of a case study could also point to the need for scholars to build new theoretical frameworks around the topic [e.g., applying feminist theories of work and family to the issue of water conservation].

Eisenhardt, Kathleen M. “Building Theories from Case Study Research.” Academy of Management Review 14 (October 1989): 532-550; Emmel, Nick. Sampling and Choosing Cases in Qualitative Research: A Realist Approach . Thousand Oaks, CA: SAGE Publications, 2013; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Seawright, Jason and John Gerring. "Case Selection Techniques in Case Study Research." Political Research Quarterly 61 (June 2008): 294-308.

Structure and Writing Style

The purpose of a paper in the social sciences designed around a case study is to thoroughly investigate a subject of analysis in order to reveal a new understanding about the research problem and, in so doing, contributing new knowledge to what is already known from previous studies. In applied social sciences disciplines [e.g., education, social work, public administration, etc.], case studies may also be used to reveal best practices, highlight key programs, or investigate interesting aspects of professional work.

In general, the structure of a case study research paper is not all that different from a standard college-level research paper. However, there are subtle differences you should be aware of. Here are the key elements to organizing and writing a case study research paper.

I.  Introduction

As with any research paper, your introduction should serve as a roadmap for your readers to ascertain the scope and purpose of your study . The introduction to a case study research paper, however, should not only describe the research problem and its significance, but you should also succinctly describe why the case is being used and how it relates to addressing the problem. The two elements should be linked. With this in mind, a good introduction answers these four questions:

  • What is being studied? Describe the research problem and describe the subject of analysis [the case] you have chosen to address the problem. Explain how they are linked and what elements of the case will help to expand knowledge and understanding about the problem.
  • Why is this topic important to investigate? Describe the significance of the research problem and state why a case study design and the subject of analysis that the paper is designed around is appropriate in addressing the problem.
  • What did we know about this topic before I did this study? Provide background that helps lead the reader into the more in-depth literature review to follow. If applicable, summarize prior case study research applied to the research problem and why it fails to adequately address the problem. Describe why your case will be useful. If no prior case studies have been used to address the research problem, explain why you have selected this subject of analysis.
  • How will this study advance new knowledge or new ways of understanding? Explain why your case study will be suitable in helping to expand knowledge and understanding about the research problem.

Each of these questions should be addressed in no more than a few paragraphs. Exceptions to this can be when you are addressing a complex research problem or subject of analysis that requires more in-depth background information.

II.  Literature Review

The literature review for a case study research paper is generally structured the same as it is for any college-level research paper. The difference, however, is that the literature review is focused on providing background information and  enabling historical interpretation of the subject of analysis in relation to the research problem the case is intended to address . This includes synthesizing studies that help to:

  • Place relevant works in the context of their contribution to understanding the case study being investigated . This would involve summarizing studies that have used a similar subject of analysis to investigate the research problem. If there is literature using the same or a very similar case to study, you need to explain why duplicating past research is important [e.g., conditions have changed; prior studies were conducted long ago, etc.].
  • Describe the relationship each work has to the others under consideration that informs the reader why this case is applicable . Your literature review should include a description of any works that support using the case to investigate the research problem and the underlying research questions.
  • Identify new ways to interpret prior research using the case study . If applicable, review any research that has examined the research problem using a different research design. Explain how your use of a case study design may reveal new knowledge or a new perspective or that can redirect research in an important new direction.
  • Resolve conflicts amongst seemingly contradictory previous studies . This refers to synthesizing any literature that points to unresolved issues of concern about the research problem and describing how the subject of analysis that forms the case study can help resolve these existing contradictions.
  • Point the way in fulfilling a need for additional research . Your review should examine any literature that lays a foundation for understanding why your case study design and the subject of analysis around which you have designed your study may reveal a new way of approaching the research problem or offer a perspective that points to the need for additional research.
  • Expose any gaps that exist in the literature that the case study could help to fill . Summarize any literature that not only shows how your subject of analysis contributes to understanding the research problem, but how your case contributes to a new way of understanding the problem that prior research has failed to do.
  • Locate your own research within the context of existing literature [very important!] . Collectively, your literature review should always place your case study within the larger domain of prior research about the problem. The overarching purpose of reviewing pertinent literature in a case study paper is to demonstrate that you have thoroughly identified and synthesized prior studies in relation to explaining the relevance of the case in addressing the research problem.

III.  Method

In this section, you explain why you selected a particular case [i.e., subject of analysis] and the strategy you used to identify and ultimately decide that your case was appropriate in addressing the research problem. The way you describe the methods used varies depending on the type of subject of analysis that constitutes your case study.

If your subject of analysis is an incident or event . In the social and behavioral sciences, the event or incident that represents the case to be studied is usually bounded by time and place, with a clear beginning and end and with an identifiable location or position relative to its surroundings. The subject of analysis can be a rare or critical event or it can focus on a typical or regular event. The purpose of studying a rare event is to illuminate new ways of thinking about the broader research problem or to test a hypothesis. Critical incident case studies must describe the method by which you identified the event and explain the process by which you determined the validity of this case to inform broader perspectives about the research problem or to reveal new findings. However, the event does not have to be a rare or uniquely significant to support new thinking about the research problem or to challenge an existing hypothesis. For example, Walo, Bull, and Breen conducted a case study to identify and evaluate the direct and indirect economic benefits and costs of a local sports event in the City of Lismore, New South Wales, Australia. The purpose of their study was to provide new insights from measuring the impact of a typical local sports event that prior studies could not measure well because they focused on large "mega-events." Whether the event is rare or not, the methods section should include an explanation of the following characteristics of the event: a) when did it take place; b) what were the underlying circumstances leading to the event; and, c) what were the consequences of the event in relation to the research problem.

If your subject of analysis is a person. Explain why you selected this particular individual to be studied and describe what experiences they have had that provide an opportunity to advance new understandings about the research problem. Mention any background about this person which might help the reader understand the significance of their experiences that make them worthy of study. This includes describing the relationships this person has had with other people, institutions, and/or events that support using them as the subject for a case study research paper. It is particularly important to differentiate the person as the subject of analysis from others and to succinctly explain how the person relates to examining the research problem [e.g., why is one politician in a particular local election used to show an increase in voter turnout from any other candidate running in the election]. Note that these issues apply to a specific group of people used as a case study unit of analysis [e.g., a classroom of students].

If your subject of analysis is a place. In general, a case study that investigates a place suggests a subject of analysis that is unique or special in some way and that this uniqueness can be used to build new understanding or knowledge about the research problem. A case study of a place must not only describe its various attributes relevant to the research problem [e.g., physical, social, historical, cultural, economic, political], but you must state the method by which you determined that this place will illuminate new understandings about the research problem. It is also important to articulate why a particular place as the case for study is being used if similar places also exist [i.e., if you are studying patterns of homeless encampments of veterans in open spaces, explain why you are studying Echo Park in Los Angeles rather than Griffith Park?]. If applicable, describe what type of human activity involving this place makes it a good choice to study [e.g., prior research suggests Echo Park has more homeless veterans].

If your subject of analysis is a phenomenon. A phenomenon refers to a fact, occurrence, or circumstance that can be studied or observed but with the cause or explanation to be in question. In this sense, a phenomenon that forms your subject of analysis can encompass anything that can be observed or presumed to exist but is not fully understood. In the social and behavioral sciences, the case usually focuses on human interaction within a complex physical, social, economic, cultural, or political system. For example, the phenomenon could be the observation that many vehicles used by ISIS fighters are small trucks with English language advertisements on them. The research problem could be that ISIS fighters are difficult to combat because they are highly mobile. The research questions could be how and by what means are these vehicles used by ISIS being supplied to the militants and how might supply lines to these vehicles be cut off? How might knowing the suppliers of these trucks reveal larger networks of collaborators and financial support? A case study of a phenomenon most often encompasses an in-depth analysis of a cause and effect that is grounded in an interactive relationship between people and their environment in some way.

NOTE:   The choice of the case or set of cases to study cannot appear random. Evidence that supports the method by which you identified and chose your subject of analysis should clearly support investigation of the research problem and linked to key findings from your literature review. Be sure to cite any studies that helped you determine that the case you chose was appropriate for examining the problem.

IV.  Discussion

The main elements of your discussion section are generally the same as any research paper, but centered around interpreting and drawing conclusions about the key findings from your analysis of the case study. Note that a general social sciences research paper may contain a separate section to report findings. However, in a paper designed around a case study, it is common to combine a description of the results with the discussion about their implications. The objectives of your discussion section should include the following:

Reiterate the Research Problem/State the Major Findings Briefly reiterate the research problem you are investigating and explain why the subject of analysis around which you designed the case study were used. You should then describe the findings revealed from your study of the case using direct, declarative, and succinct proclamation of the study results. Highlight any findings that were unexpected or especially profound.

Explain the Meaning of the Findings and Why They are Important Systematically explain the meaning of your case study findings and why you believe they are important. Begin this part of the section by repeating what you consider to be your most important or surprising finding first, then systematically review each finding. Be sure to thoroughly extrapolate what your analysis of the case can tell the reader about situations or conditions beyond the actual case that was studied while, at the same time, being careful not to misconstrue or conflate a finding that undermines the external validity of your conclusions.

Relate the Findings to Similar Studies No study in the social sciences is so novel or possesses such a restricted focus that it has absolutely no relation to previously published research. The discussion section should relate your case study results to those found in other studies, particularly if questions raised from prior studies served as the motivation for choosing your subject of analysis. This is important because comparing and contrasting the findings of other studies helps support the overall importance of your results and it highlights how and in what ways your case study design and the subject of analysis differs from prior research about the topic.

Consider Alternative Explanations of the Findings Remember that the purpose of social science research is to discover and not to prove. When writing the discussion section, you should carefully consider all possible explanations revealed by the case study results, rather than just those that fit your hypothesis or prior assumptions and biases. Be alert to what the in-depth analysis of the case may reveal about the research problem, including offering a contrarian perspective to what scholars have stated in prior research if that is how the findings can be interpreted from your case.

Acknowledge the Study's Limitations You can state the study's limitations in the conclusion section of your paper but describing the limitations of your subject of analysis in the discussion section provides an opportunity to identify the limitations and explain why they are not significant. This part of the discussion section should also note any unanswered questions or issues your case study could not address. More detailed information about how to document any limitations to your research can be found here .

Suggest Areas for Further Research Although your case study may offer important insights about the research problem, there are likely additional questions related to the problem that remain unanswered or findings that unexpectedly revealed themselves as a result of your in-depth analysis of the case. Be sure that the recommendations for further research are linked to the research problem and that you explain why your recommendations are valid in other contexts and based on the original assumptions of your study.

V.  Conclusion

As with any research paper, you should summarize your conclusion in clear, simple language; emphasize how the findings from your case study differs from or supports prior research and why. Do not simply reiterate the discussion section. Provide a synthesis of key findings presented in the paper to show how these converge to address the research problem. If you haven't already done so in the discussion section, be sure to document the limitations of your case study and any need for further research.

The function of your paper's conclusion is to: 1) reiterate the main argument supported by the findings from your case study; 2) state clearly the context, background, and necessity of pursuing the research problem using a case study design in relation to an issue, controversy, or a gap found from reviewing the literature; and, 3) provide a place to persuasively and succinctly restate the significance of your research problem, given that the reader has now been presented with in-depth information about the topic.

Consider the following points to help ensure your conclusion is appropriate:

  • If the argument or purpose of your paper is complex, you may need to summarize these points for your reader.
  • If prior to your conclusion, you have not yet explained the significance of your findings or if you are proceeding inductively, use the conclusion of your paper to describe your main points and explain their significance.
  • Move from a detailed to a general level of consideration of the case study's findings that returns the topic to the context provided by the introduction or within a new context that emerges from your case study findings.

Note that, depending on the discipline you are writing in or the preferences of your professor, the concluding paragraph may contain your final reflections on the evidence presented as it applies to practice or on the essay's central research problem. However, the nature of being introspective about the subject of analysis you have investigated will depend on whether you are explicitly asked to express your observations in this way.

Problems to Avoid

Overgeneralization One of the goals of a case study is to lay a foundation for understanding broader trends and issues applied to similar circumstances. However, be careful when drawing conclusions from your case study. They must be evidence-based and grounded in the results of the study; otherwise, it is merely speculation. Looking at a prior example, it would be incorrect to state that a factor in improving girls access to education in Azerbaijan and the policy implications this may have for improving access in other Muslim nations is due to girls access to social media if there is no documentary evidence from your case study to indicate this. There may be anecdotal evidence that retention rates were better for girls who were engaged with social media, but this observation would only point to the need for further research and would not be a definitive finding if this was not a part of your original research agenda.

Failure to Document Limitations No case is going to reveal all that needs to be understood about a research problem. Therefore, just as you have to clearly state the limitations of a general research study , you must describe the specific limitations inherent in the subject of analysis. For example, the case of studying how women conceptualize the need for water conservation in a village in Uganda could have limited application in other cultural contexts or in areas where fresh water from rivers or lakes is plentiful and, therefore, conservation is understood more in terms of managing access rather than preserving access to a scarce resource.

Failure to Extrapolate All Possible Implications Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis that leave the reader questioning the results.

Case Studies. Writing@CSU. Colorado State University; Gerring, John. Case Study Research: Principles and Practices . New York: Cambridge University Press, 2007; Merriam, Sharan B. Qualitative Research and Case Study Applications in Education . Rev. ed. San Francisco, CA: Jossey-Bass, 1998; Miller, Lisa L. “The Use of Case Studies in Law and Social Science Research.” Annual Review of Law and Social Science 14 (2018): TBD; Mills, Albert J., Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Putney, LeAnn Grogan. "Case Study." In Encyclopedia of Research Design , Neil J. Salkind, editor. (Thousand Oaks, CA: SAGE Publications, 2010), pp. 116-120; Simons, Helen. Case Study Research in Practice . London: SAGE Publications, 2009;  Kratochwill,  Thomas R. and Joel R. Levin, editors. Single-Case Research Design and Analysis: New Development for Psychology and Education .  Hilldsale, NJ: Lawrence Erlbaum Associates, 1992; Swanborn, Peter G. Case Study Research: What, Why and How? London : SAGE, 2010; Yin, Robert K. Case Study Research: Design and Methods . 6th edition. Los Angeles, CA, SAGE Publications, 2014; Walo, Maree, Adrian Bull, and Helen Breen. “Achieving Economic Benefits at Local Events: A Case Study of a Local Sports Event.” Festival Management and Event Tourism 4 (1996): 95-106.

Writing Tip

At Least Five Misconceptions about Case Study Research

Social science case studies are often perceived as limited in their ability to create new knowledge because they are not randomly selected and findings cannot be generalized to larger populations. Flyvbjerg examines five misunderstandings about case study research and systematically "corrects" each one. To quote, these are:

Misunderstanding 1 :  General, theoretical [context-independent] knowledge is more valuable than concrete, practical [context-dependent] knowledge. Misunderstanding 2 :  One cannot generalize on the basis of an individual case; therefore, the case study cannot contribute to scientific development. Misunderstanding 3 :  The case study is most useful for generating hypotheses; that is, in the first stage of a total research process, whereas other methods are more suitable for hypotheses testing and theory building. Misunderstanding 4 :  The case study contains a bias toward verification, that is, a tendency to confirm the researcher’s preconceived notions. Misunderstanding 5 :  It is often difficult to summarize and develop general propositions and theories on the basis of specific case studies [p. 221].

While writing your paper, think introspectively about how you addressed these misconceptions because to do so can help you strengthen the validity and reliability of your research by clarifying issues of case selection, the testing and challenging of existing assumptions, the interpretation of key findings, and the summation of case outcomes. Think of a case study research paper as a complete, in-depth narrative about the specific properties and key characteristics of your subject of analysis applied to the research problem.

Flyvbjerg, Bent. “Five Misunderstandings About Case-Study Research.” Qualitative Inquiry 12 (April 2006): 219-245.

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  • v.11(2); Apr-Jun 2019

Guideline on writing a case report

Basim saleh alsaywid.

1 Department of Surgery, King Abdulaziz Medical City, Ministry of National Guard, Jeddah, Saudi Arabia

2 Department of Research Unit, College of Medicine, King Saud Bin Abdulaziz University for Health Sciences, Jeddah, Saudi Arabia

Nada Mansour Abdulhaq

3 Department of Pediatric, Rabigh Branch, King Abdulaziz University, Jeddah, Saudi Arabia

4 Department of Medicine, King Abdulaziz Medical City, Jeddah, Saudi Arabia

Research is an important competency that should be mastered by medical professionals. It provides an opportunity for physicians to develop numerous skills including communication, collaboration, time management, and teamwork. Case report, as a research design, describes important scientific observations that are encountered in a clinical setting to expand our knowledge base. Preparing a case report is far easier than conducting any other elaborative research design. Case report, with its main components, should be focused and delivers a clear message. In this article, the key components of a case report were described with the aim of providing guidance to novice authors to improve the quality of their reporting.

INTRODUCTION

“The best teaching of medicine is that taught by the patient himself” is a famous statement by William Osler which describes the opportunities we have as physicians to learn from our encounters with patients.[ 1 ] This learning experience, based on the observation of clinical cases, can be transferred to others, locally, nationally, and internationally, through communication and reporting. A case report is the first effort for many doctors, and other health professionals to convey a message to the entire medical profession by the means of specialized journal and remain essential to the art of medicine.[ 2 ] The purpose of the case report is to expand our knowledge on clinical manifestation, diagnostic approach, or therapeutic alternative of a disease, ultimately, to improve the quality of care provided to our patients. A case report that is worth reading should, therefore, contain both practical and educational messages.[ 3 , 4 ]

The clinical case report has been an integral part of medical literature throughout history. The oldest example of a preserved clinical case in medical literature is a text from an ancient Egyptian papyrus dating from the 16 th to the 17 th dynasty, 1600 BC, addressing the management of dislocated jawbone.[ 5 ] From Hippocratic case histories, “Epidemics” 400 BC, through Galenic case reports, in the second century AD, case reports were usually used to tell other doctors or colleagues about interesting cases they have encountered. Muslim scholars have reported case histories as well, particularly, Abu Bakr Mohamed Ibn Zakariya Al-Razi (865–929 AD), where he left a large collection of case reports in his 25-volume medical encyclopedia “Kitab Al-Hawi.”[ 5 ]

Those case histories were not a publication but rather a documentation or a message between the medical professionals, and it is usually kept in their records. Case reports have now been developed and accepted as a scholarly publication to disseminate knowledge to a wide medical audience.

GENERAL PRINCIPLES OF CASES REPORT

The case report is a research design where an unexpected or novel occurrence is described in a detailed report of findings, clinical course, and prognosis of an individual patient, which might be, but not mandatory, accompanied by a review of the literature of other reported cases. Although case reports are considered the lowest in the hierarchy of evidence-based practice in the medical literature [ Figure 1 ], it provides essential information for unfamiliar events and shared individual experiences, for better understanding and optimizing patient care. This approach might generate an idea or hypothesis, but it will not be confirmed unless we conduct further confirmatory quantitative experimental or observational study designs such as clinical trials or cohort studies. Despite that, case report provides the medical community with information which cannot be picked up by any other designs. Just to name a few, in 1819, James Parkinson published a case report entitled “An essay on the shaking palsy”[ 6 ] and lead to the discovery of Parkinson's disease. And in 1981, a case report was published in the literature as “Preliminary communication on extensively disseminated Kaposi sarcoma in a young homosexual man”[ 7 ] few years later, HIV from this case report was discovered. Furthermore, in 2012, Ali Zaki reported an article in New England Journal of Medicine titled “Isolation of a novel coronavirus from a man with pneumonia in Saudi Arabia” which ultimately, lead to the discovery of Middle East Respiratory Syndrome Coronavirus.[ 8 ] All those previous examples show how important is case report in the advancement of medical practice. The case report might be in the tail of the hierarchy of evidence-based medicine but if properly selected and appropriately reported it might stand a better chance of publication in high impact journals than even a clinical trial.

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Hierarchy of evidence base medicine

Some scientist classifies case reports as a qualitative study design, others might consider it a quantitative approach or even a mixed method design.[ 9 ] This polarization of the case report is unfair. However, if we have to categorize it; when we consider all research approaches in medicine, it can be classified into exploratory or confirmatory; then, case reports definitely will be considered an exploratory research approach. Case report can be classified as a single case report, two case reports or case series, which aggregate more than two cases in a report. Case reports are usually retrospective by nature, however, it can be prospectively designed, for example, applying a new diagnostic or management approach or guideline of a particular health condition to discover new cases.[ 10 ]

Cases deemed appropriate for a publication are listed in Table 1 .[ 3 ] Despite these restrictive criteria, any case report could have a reasonable chance of publication even if it was not novel, as long as it was authentic, lead to an incremental advance in medicine or carries an educational value.

Criteria for published case report

Unreported side effects
Unusual side effect
Adverse interactions involving medications
Unexpected or unusual presentation of a disease
New associations or variations in disease process
Presentations, diagnosis, and/or management of new and emerging diseases
Unexpected association between disease or symptoms
An unexpected event in the course of observing or treating a patient
Findings that shed new light on the possible pathogenesis of a disease or an adverse effect

STAGES IN PREPARING A CASE REPORT

The source of case reports is clinical setting, every single patient is a potential case report therefore, always keep an eye on unusual cases in your practice either in the ward or in the clinic. Once a potential case is identified, and the patient is in hospital, follow him through hospitalization until discharge. Give the case an appropriate time frame in the course of the disease to observe the development over time. Wait for 6 months during multiple visits, before you start writing a case report to allow adequate time to complete the clinical course.

Once you have a potential case, how would you know if this is an appropriate for reporting or not? Especially if you are a novice physician, once you encounter a possible case and you are suspecting if this patient fulfills one of those criteria which are described in Table 1 . The first step is a high index of suspicion; keep your eyes open for every case, once you suspect a case then ask your colleagues either directly or in a group related to the same discipline, locally, to confirm that this could be a case report. The next step would be asking an expert from the national or international medical community about this case scenario, get their opinion and feedback, including the appropriateness of reporting this case. Once the feedback is positive, perform extensive literature search, through PubMed, Embase, Google Scholar, and databases for case reports to ensure that you retrieve all available information on this topic. Do not forget to look at popular case reports which are not indexed in PubMed and read through previously published case reports that will enhance your understanding of the subject and gives you a general scaffold to prepare your own report.

Once the decision was made to report this case, obtain an informed consent from the patient; otherwise, it will not be accepted for publication. Moreover, take a permission from consultant in-charge of the case before writing your report.

Once you have reviewed the literature and improved your knowledge on the topic, use the patient's note to record the key points in history, examination findings, relevant data results and interpretation, treatment (including operational findings), and outcomes. Delete all patients’ personal information, identifiers or contact detailed from the prepared report, including the radiological or histopathological images before you copy them into your article. Save the prepared report on a password protected hospital computer.

The last step would be checking the journal which is most appropriate for your case report. Those journals provide you with the required criteria and appropriate format to prepare your report, to enhance their acceptability for publication. Many journals are interested in published case reports, but not all. In 2007, the first case report journal was created “Journal of Medical Case Reports” since then, the interest raised and many other journals dedicated for case reports were created including a specific database for all case reports are aggregated and continuously updated from several publishers.[ 3 ]

FORMAT FOR WRITING A CASE REPORTS

The word count for case report may vary from one journal to another, but generally should not exceed 1500 words, therefore, your final version of the report should be clear, concise, and focused, including only relevant information with enough details.[ 3 ] If a shorter version is required by the journal, then you can always edit or trim off the discussion section of your article. The general format adopted for most case reports is detailed in the following subsection and summarized as a checklist in Table 2 .

Checklist for writing a case report

TopicItem description
Title page1. Title: “case report” should be added in the title
2. Authors name: Should not exceed more than six authors
3. Affiliation: The names of organizations for each author
4. Corresponding author: Write the full name of the corresponding author and all contact details including email and mobile number
Abstract5. Background: what does this case report add to the medical literature?
6. Case summary: chief complaint, diagnosis, intervention, and outcome
7. Conclusion: what is the main “take-away” lesson from this case?
Keyword
Introduction
Patient information
8. 4-7 key words-include “case report” as one of the key words
9. Briefly summarize the background and context of this case report (1-2 paragraphs)
10. De-identified demographic and other patient or client specific information
11. Chief complaint
12. Relevant history including past surgeries, family history, and medication history
Physical examination
Diagnostic assessment
13. Relevant physical examination findings
14. Evaluations such as laboratory testing and imaging
15. Diagnostic reasoning including other diagnosis considered and challenges
16. Consider tables or figures linking assessment, diagnosis and interventions
17. Prognostic characteristic where applicable
Interventions18. Intervention type
19. Intervention detailed methods and duration
20. Explanation to intervention outcome
21. Other concurrent interventions
Follow-up and outcomes22. Clinician assessment
23. Important follow-up diagnostic evaluations
24. Assessment of intervention adherence and tolerability, including adverse events
Discussion25. Strengths and limitations in your approach to this case
26. Compare your results with previous reported cases (optional)
27. Specify how this case report informs practice or guidelines
28. How does this case report suggest a testable hypothesis?
Conclusion29. State clearly the main conclusion of the case report and provide a concise statement and explanation of the importance and relevance
Patient perspective
Informed consent
Additional information
30. When appropriate report the patient experience in his own word and his message
31. Informed consent from the person who is the subject of this case report is required by most journals
32. List of abbreviation
33. Competing interest
34. Author contribution
35. Author information
36. Acknowledgement and
37. References
Plagiarism
Supplementary material
38. Check for plagiarism
39. Table: Use Microsoft word, avoid creating tables using spaces or tabs, expand all abbreviations in the legend. Each table must be submitted as a separate file
40. Figures: Number each consecutively, expand all abbreviations in the caption. Each figure must be submitted as a separate file
41. Images: Digital images must be high resolution, JPEGS all images must be cited in the text and numbered in order of appearance
42. Cover letter

This is the most commonly read part of your article; therefore, it should be relevant, concise, informative, descriptive, and appealing enough to attract readers to your report. It is placed in the first page of the manuscript, but some journal might request you to specify a separate file from the manuscript, labeled as a “title page” file. In preparing the title, avoid unnecessary words, wordplay, double meaning, cute wording, and never uses abbreviations in the title. It is always advisable to add “case report” in your title. Beneath the title, list all authors and their affiliations on the same page including their E-mails account. Most of the case reports are not prepared by a single author, but it should not exceed more than six authors; otherwise, the journal might not accept your case report for publication. Finally, under the subsection of corresponding author, assign one author to communicate with the journal and include all details of communication, such as institutional address, E-mail, and phone numbers.

Who should be the corresponding author? Any person who will submit the article to the journal to get the feedback from the editor of the journal and should be one of the article's authors.

It is the most important part of your article as it will be freely accessible for others to read when retrieved from any medical databases during the relevant search. However, it is the last part written in your article. It should include a brief summary that gives a general idea of the content of the case report. It should not include any references or abbreviations and should not exceed 350 words, preferably <250 words. Check your journal instructions for a detailed guideline on word counts. The abstract is usually arranged into three subsections: background, case presentation, and conclusion. The background should clarify the importance of reporting such a unique case. Afterward, a brief description of the clinical scenario of the patient listing only the important details. Finally, the conclusion should be brief with lesson learned and impact on the interested group.

This is quite important for indexing your article, and it should be from three to ten words, and you should be very careful in your selection, as it would help in retrieving your paper during the search.

Introduction

In this section, the definition and brief description of the pathology, including common presentations and disease progression is discussed, explaining the background of the selected topic. Followed by a brief description of what is about to be reported and the importance of reporting such case. The content should be clear, focused, concise, and attract the reader's attention and interest.

Case presentation

Provide a clear picture of the patient's condition and presentation, and it is best presented in chronological order with sufficient detail and explanation. Describe the relevant demographic information of the patient censoring any details that could lead to the patient being identified. Start with the current medical condition and primary complaint with detailed history including relevant family history, occupational and social history, medication, and allergy. Findings of physical examination should be briefly reported with all relevant investigation, laboratory results and images, and its analysis. Describe the differential diagnosis and the rational of the management approach, including follow-up results and final diagnosis. Avoid any extensive interpretation or defense for the approach you took. This section can be broken up into small subsections if needed, and it should be supplemented with necessary images and tables to facilitate reader's understanding of the case.

Probably, this is an optional section, but it is preferable if reported, as it would explain more of your rational and approach with added additional relevant information about the uniqueness of this case. Compare your findings with what is known in the literature and why you think this case is different. Only discuss what is relevant to your case and do not provide any unproven and unsupported speculation. Acknowledge and explain any ambiguity or unexpected features occurred even if it is contradicting your concept. Explain how this case would contribute to the literature and suggest justifiable recommendations.

The section should include a concise and brief statement, explaining the importance and relevance of your case and it should relate to the purpose of the paper.

Patient's perspective

This new section is an optional, but it adds a new dimension to your paper, as it gives the chance to patients with their own perspective to write and describe their experiences throughout the disease process. Make sure that any patient's identifiers are removed, and his identity is managed appropriately with confidentiality, removing all irrelevant information to the case report.

Before submission, make sure that the patient gave his informed consent for publication, and statement indicating that should be clearly narrated in the report. You do not need to send the consent form on submission, but it should be available if requested. In case of the child, the parent or legal guardian should be consented instead, and if the child is a teenager then both patient and his parent should be consented. Many journals will not proceed with the peer review process unless a statement like “written informed consent was obtained from the patient for publication” is clearly stated. This statement could be in a separate section, as indicated here, or within the content of the report. If the patient is incapacitated or deceased, obtain the consent from the next-of-kin, and this should be stated clearly in the report. If the patient is deceased and next-of-kin is unreachable, you should exhaust all reasonable attempts to obtain the consent. If you fail, then you should state that in your report. If the patient is still alive but unreachable and you did not obtain the consent, do not bother publishing the case.[ 3 ]

Competing of interest

In this mandatory part, all authors should disclose any financial competing interest. If none, then, a statement like “the authors declare that they have no competing interests” should be clearly stated.

Author contribution

In this section, you need to credit all individuals who made a substantial contribution to the production of this study. Criteria of qualification to be an author should be strictly followed and explicitly stated for each author, separately. The first criterion is being a part of the conceptual development, data acquisition or analysis, then involvement in drafting part of the manuscript, and finally approving the final version of the manuscript. If those criteria are not fulfilled, then those individuals should be acknowledged in the next section. Be cautious from excessive authorship as this might lead to rejecting your article.

You need to mention around 15 references if possible, and few of them should be within the past 5 years, but do not exceed more than 25 references.

Cover letter

This is an optional supplementary document, addressed to the editor-in-chief, in a formal letter. Explain why this report is important and why it should be published in this journal.

JOURNAL EVALUATION FOR A CASE REPORT

Writing a case report varies from one physician to another, depending on the expertise of the author who prepared the report. This variation is influenced by many factors ranging from the author's knowledge base to his writing skills. The Peer review process will detect this variation to assure the quality of reporting through critical appraisal. It will assess the report, provide a valuable, supposedly constructive, feedback and helps the editor in a decision regarding the publication. This assessment should be as objective as possible to reach an unbiased decision. Therefore, several schemes were formulated to evaluate the quality of the case report. One of which is the Piersons 5-component scheme which relays on five major components, each component is scored from 0 to two, with a possible total score of 10 and lowest score of zero. The five major components are uniqueness, documentation, interpretation, objectivity, and educational value.[ 11 ] If the calculated score is more than 8, then this report is worth publishing. A score from 6 to 8, indicate possible publication with caution about validity. Any score <6, indicate the insufficient quality of the case report. Further details about this evaluation scheme are explained in Table 3 .

Matrix of case report evaluation

ComponentsPoints
012
DocumentationInsufficient data provided with incomplete references for documentationMost information is available with some missing data, images and referencesInformation is complete and accurate with supplemented with enough images and tests with relevant references
UniquenessWell reported and documented in the literatureReported before but not in the same field or journal or few casesIt was never reported before
Educational valuesCase is incomplete with weak instructional content, and irrelevant outdated referencesCase described missing, atypical or contradictory feature with incomplete discussion of the topic and less ideal referencesComplete description with appropriate and comprehensive discussion on selected topic which provides an opportunity to learn
ObjectivityClear selective reporting, author’s bias toward the subject matter is evident with insufficient or inadequate presentation and reporting the evidence supporting the author’s idea onlyData are presented in appropriate format but uncertain completeness, with selective or subjective reporting. Contradicting theories are omitted with incomplete references of those opposing to the authorsAll data is complete with appropriate format and no evidence of selective reporting. All alternative explanation is discussed, and atypical features are presented. No evidence of author advocacy or bias related to conflict of interest
InterpretationExtrapolation of conclusions about mechanisms or interventions well beyond the data presentedSome conclusions went further than what is acceptable of the data presentedConclusions and recommendation were conservative, compatible with the data provided

The calculated total score: Score of 9-10: Excellent report and most likely will add new information to the medical literature, Score of 6-8: Can be published but reader should be caution of validity and clinical value, Score of 5 or Less: Report is considered inadequate and inappropriate for publication

Case report remains an important source of information and common method in knowledge dissemination among physicians due to its simplicity in design. It will continue providing new research ideas through hypotheses generation. Finally, as I commenced my article with William Osler, I will end by quoting his other famous statement…. “Always note and record the unusual…. Publish it, place it on permanent record as a short, concise note. Such communication is always of value.”

Financial support and sponsorship

Conflicts of interest.

There are no conflicts of interest.

Acknowledgment

You need to mention and acknowledge the source of the research fund if any. Moreover, acknowledging all people who helped you, supervised you, or assisted you in finalizing this report, if they are not fulfilling the criteria to be an author.

WriteOnline.ca

  • Introduction
  • About Case Study Reports
  • Section A: Overview

Section B: Planning and Researching

  • Section C: Parts of a Case Study

Section D: Reviewing and Presenting

  • Section E: Revising Your Work

Section F: Resources

  • Your Workspace
  • Guided Writing Tools

Reflective Writing guide

  • About Lab Reports
  • Section C: Critical Features
  • Section D: Parts of a Lab Report

Reflective Writing guide

  • About Literature Review
  • Section C: Parts of a Literature Review
  • Section D: Critical Writing Skills

Lab Report writing guide

  • About Reflective Writing
  • Section B: How Can I Reflect?
  • Section C: How Do I Get Started?
  • Section D: Writing a Reflection

Write Online Help

Case Study Report Prepared by University of Guelph

On this page, you will find a comprehensive list of resources provided within this guide. These resources include examples, printable handouts, and additional links.

Summary of Resources

Within this section, we have provided you with

  • our sample case study report,
  • typical structure of a case study report,
  • all of the handouts found within this guide,
  • external links and resources, and
  • activities and exercises.

Female student studying at a library with a partner.

Prepared by

University of Guelph

Case Study Report Template

Case study report outline template.

This outline sample of a Case Study Report should serve as a useful guide to help you get started.

Download PDF

Download the Case Study Report Outline Template .

Preview: PDF Worksheet

Case Study Sample: Cover Page

Structure of A Case Study Report

Structure of a case study report.

The components of a case study report will vary depending on your institution and your instructor’s preferences. Be sure to refer to your assignment instructions to find out what will be required.

Most case study reports will include the following major sections and components:

  • Cover page including basic student and class information
  • Table of contents showing where key parts of the report can be found
  • Executive summary of the key recommendations and points of the report
  • Introduction to the report and identification of the focal problem being faced
  • Analysis of the problem and application of course/program content
  • Decision criteria and possible alternatives for solving the problem
  • Recommendation for solving the problem
  • Implementation plan for executing the recommendation and ensuring its success
  • Exhibits that help to elaborate upon the content included in the report
  • Reference list of any sources that were used at any point in the case study project

Worksheet: Project Schedule Worksheet

Use this helpful worksheet for your Case Study Report .

Download the Project Schedule Worksheet worksheet, or take a look at an Example of a filled out worksheet .

Case Study Report: Project Schedule

Worksheet: Group Work Contract

Download the Group Work Contract worksheet.

Case Study Report: Project Schedule

Worksheet: Checklist For Case Study Reports

Download the Checklist For Case Study Reports worksheet.

Case Study Report: CaseStudy-Checklist

Worksheet: Planning for the Presentation

Download the Planning for the Presentation worksheet, or take a look at an example of a filled out worksheet .

Case Study Report: Planning for the Presentation

Annotated Case Study Report

Section c: reviewing and presenting, example: annotated case study report.

Learn more about writing strategies for Annotated Case Study Report .

Interactive Activity

Launch the Case Study Report annotated example that you can review in your browser.

Preview: Interactive Version

Case Study Report Example

Download the Case Study Report annotated example that you can review and print.

Preview: PDF Version

Case Study Report Example

Alley, M. (1998). The craft of scientific writing. (3rd ed.). New York, NY: Springer.

Cook, C. K. (1986). Line by line: How to edit your own writing. New York, NY: Houghton Mifflin Harcourt.

Graff, G., Berkenstein, C. & Durst, R. (2008). They say, I say: The moves that matter in academic writing. New York, NY: W.W. Norton.

Hacker, D. & Summers, N. (2001). A Canadian writer’s reference. New York, NY: Bedford/St. Martins.

Hofmann, A. H. (2010). Scientific writing and communication: Papers, proposals, and presentations. Don Mills, ON: Oxford University Press.

Lunsford, A. A. (2005). The everyday writer. (3rd ed.). Boston, MA: Bedford/St. Martins.

Rubens, P. (Ed.). (2001). Science and technical writing: A manual of style. (2nd ed.). New York, NY: Routledge.

University of Guelph. (2015). Case Study Report Outline Template . (Interactive Activity).

University of Guelph. (2015). Worksheet: Project Schedule Worksheet . (PDF).

University of Guelph. (2015). Worksheet: Group Work Contract . (PDF).

University of Guelph. (2015). Worksheet: Checklist for Case Study Reports . (PDF).

University of Guelph. (2015). Worksheet: Planning for the Presentation .

University of Guelph. (2015). Example: Annotated Case Study Report . (Interactive Activity).

University of Guelph. (2015). Example: Annotated Case Study Report . (PDF).

Williams, J. & Nadel, I. B. (2004). Style: Ten lessons in clarity and grace. Toronto, ON: Pearson Canada.

Wyrick, J. (2008). Steps to writing well. (10th ed.). Boston, MA: Thomson Wadsworth.

Zinsser, W. (2006). On writing well. New York, NY: Harper Perennial.

Online Resources

Gopen, G. & Swan, J. (1990, Nov./Dec.). The science of scientific writing. American Scientist. Retrieved June 6, 2015 from http://www.americanscientist.org/issues/id.877,y.0,no., content.true,page.1,css.print/issue.aspx

Purdue University. (2015). Online writing lab. Retrieved from https://owl.english.purdue.edu/owl/resource/560/08/

Next: Review and Practice

Now that you have reviewed this guide, you can try our interactive Guided Writing Tools to work on sections of your own Case Study Report.

how to write a formal case study report

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How to Write Case Reports and Case Series

Ganesan, Prasanth

Department of Medical Oncology, Jawaharlal Institute of Postgraduate Medical Education and Research, Puducherry, India

Address for correspondence: Dr. Prasanth Ganesan, Medical Oncology, 3 rd Floor, SSB, Jawaharlal Institute of Postgraduate Medical Education and Research, Dhanvantari Nagar, Puducherry - 605006, India. E-mail: [email protected]

Received March 13, 2022

Received in revised form April 10, 2022

Accepted April 10, 2022

This is an open access journal, and articles are distributed under the terms of the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 License, which allows others to remix, tweak, and build upon the work non-commercially, as long as appropriate credit is given and the new creations are licensed under the identical terms.

Case reports are considered the smallest units of descriptive studies. They serve an important function in bringing out information regarding presentation, management, and/or outcomes of rare diseases. They can also be a starting point in understanding unique associations in clinical medicine and can introduce very effective treatment paradigms. Preparing the manuscript for a case report may be the first exposure to scientific writing for a budding clinician/researcher. This manuscript describes the steps of writing a case report and essential considerations when publishing these articles. Individual components of a case report and the “dos and don'ts” while preparing these components are detailed.

INTRODUCTION

A case report describes several aspects of an individual patient's presentation, investigations, management decisions, and/or outcomes. This is a type of observational study and has been described as the smallest publishable unit in medical literature.[ 1 ] A case series involves a group of patients with similar presentations or treatments. In modern medicine [ Figure 1 ], these publications are categorized as the “lowest level of evidence”.[ 2 ] However, they serve several essential functions. For example, there are rare diseases where large, randomized trials, or even observational studies may not be possible. Medical practice, in these conditions, is often guided by well-presented case reports or series. There are situations where a single case report has heralded an important therapy change.[ 3 ] Further, case reports are often a student's first exposure to manuscript writing. Hence, these serve as training for budding scholars to understand scientific writing, learn the process of manuscript submission, and receive and respond to reviewer comments. This article explains the reasons why case reports are published and provides guidance for writing such type of articles.

F1-11

WHY ARE CASE REPORTS PUBLISHED?

A case report is often published to highlight the rarity of a particular presentation. However, it may be of much more value if it also informs some aspects of management. This could be in the form of rare expressions of a common disease so that clinicians who read will be aware and can consider additional possibilities and differential diagnoses when encountering similar situations. A new form of evaluation of a patient, either to facilitate the diagnostics or to improve understanding of the disease condition, may stimulate a case report. Novel treatments may be tried, and the results might be necessary to disseminate. This may be encountered either in rare diseases or conditions where treatment options are exhausted. Moreover, randomized trials report outcomes of a group and often do not inform about the individual patient. [ Table 1 ] describes a few examples of case reports/case series which have had a remarkable impact on medical practice.

T1-11

ETHICAL ISSUES

If there is a possibility of patient identification from the report, it is mandatory to obtain informed consent from the patient while approval from the institutional ethics committee (IEC) may also be needed depending on institutional policies.[ 7 ] If identifying information is absent (or if suitable steps are taken to remove identifying information or hide the identity, (such as by covering the eyes), it may still be required by some journals to obtain ethics committee approval for certain types of case reports. If a case series involves retrospective chart review, “waiver-of-consent” may be sought from the ethics committee. Indian Ethical Guidelines do not separately address this issue in case reports.[ 8 ] The Committee on Publication Ethics has described best practices for journals when publishing case reports which also gives links to model consent forms.[ 9 ]

HOW TO START?

If you are a beginner and you have identified an interesting case which you want to report, the first step would be to sit with your team and discuss the aspects of the case you want to highlight in your publication.[ 10 ] Do a literature search and try to summarize available information before writing the draft. It would also be a good idea to understand which journal you are targeting; this will assist in determining the number of figures, the word limits, and ethical requirements (such as informed consent). Discussions with senior faculty about the authors and their order should also be done at this point to avoid issues later. For a beginner, it would be a good practice to present the case in the department or in an institutional scientific forum before writing up the manuscript.

COMPONENTS OF a CASE REPORT

A case report usually has the following sections: an abstract, a brief introduction, the actual description of the case, and finally, the discussion which highlights the uniqueness of the case and includes a conclusion statement. Many journals these days publish case reports only as a letter to editor; in such cases, an abstract is not usually required.

The title must be informative about the problem being reported. It may refer to the particular issue being highlighted in the report, or it may refer to the educational aspect of that particular report. Catchy titles are often used by authors to trigger interest among the readers and make them want to read the article. Authors may remember to use titles which will help people locate the article when searching the literature.

When writing a title, it may be best to avoid terms such as “case report,” “review of literature,” “unique,” “rare,” “first-report”; these do not add value to the presentation.

Introduction

This must introduce the condition and clearly state why the case report is worth reading. It may also contain a brief mention of the current status of the problem being described with supporting references.

Describing the case

The case must be presented succinctly, in a chronological order, clearly highlighting the salient aspects of the case being reported. Relevant negative findings may be provided. For example, if a case is being reported for elaborating a new type of treatment, then more attention must be given to treatment aspects (e.g., name of the drug, dosage, schedule, dose modifications, or the type of surgery, duration, and type of anesthesia) after briefly describing the presentation and diagnostics. The idea is that the reader must be able to apply the treatment in his/her practice if required.

However, if the case is being presented for diagnostic rarity/unusual clinical features/pathological aspects, then more attention must be given to these aspects. For example, if the emphasis is on tissue pathology, then the description must include details about tissue processing, types of stains, and immunohistochemistry details.

Figures and tables

Figures, as in any publication, should be self-explanatory. A properly constructed figure legend can be used for describing certain aspects of the case much better than long-winded text in the main manuscript. This will also help to reduce the word count in the main manuscript. If there are multiple figures (e.g., follow-up radiology series and response to treatment images), these can be combined as [ Figure 1 ]a, [ Figure 1 ]b, [ Figure 1c ] or [ Figure 1 ]a, [ Figure 1 ]b, [ Figure 1 ]c, [ Figure 1d ]. This will help conform to the figure number limits prescribed by the journal. While preparing the figures, one must ensure that the quality of the art/photograph is not compromised. Further, patient identifying features must be masked, unless necessary to show.

Tables are usually not part of case reports but may be used. One example is presenting the baseline investigations in a tabular format which can facilitate assimilation as well as reduce the word count. Tables are more often used in case series. The most common is a type of table where the features of all the cases included are summarized with each row referring to an individual patient. This usually works for a series of up to ten patients; beyond that, the table may become crowded and difficult to understand. Tables may also be used in the discussion section to summarize related, published reports to date.

Discussion including review

A case report may help to alter the approach to patient management in the clinic or it may even stimulate original research evaluating a new treatment. Thus, the discussion must summarize the unique aspects of the case (why is the case different?) and the essential learning points/implications (how will it change management?/What further research needs to be done?). In addition to stating the differences from existing literature, the discussion should also attempt to explain these differences.

If the condition or treatment approach being focused on is sufficiently rare, reviewing all available cases published until that point is critical. This review may be presented in a table with each case described briefly. A more nuanced study might attempt to summarize the relevant demographics and clinical details of the various cases published to date in the form of a table (e.g., median age, gender distribution, and survival outcomes).

CASE SERIES - WHAT IS DIFFERENT?

There is no formal definition as to what is case series and what would be considered a retrospective cohort study. In general, a case series comprises <10 cases; beyond that, it may be feasible to apply formal statistics and may be considered a cohort study.

Both case reports and case series are descriptive studies. Case series must have similar cases and hence the inclusion must be clearly defined. The interventions must be documented in a way that is reproducible and follow-up of each individual in the report must be available. Although formal statistical analyses are usually not a part of case series, authors may attempt to summarize baseline demographic parameters using descriptive statistics.

ABSTRACT OF a CASE REPORT

As explained earlier, a few journals do not require abstracts for case report submissions. When required, one should try to highlight the salient aspects of the case presented and the reason for the publication within the abstract word limit, which may be as short as 100–200 words. Spend time and effort in writing a good abstract as this is a portion which is usually read by the editor during manuscript screening and may have implications for whether the article progresses to the next stage of editorial processing.

REFERENCES IN a CASE REPORT

One may only cite key references in a case report or series as there is limited scope for elaborate literature search. Most journals have a limit of 10–15 references for case reports; when publishing as a letter to editor (or correspondence), the allowed reference limit may be even lower (five or less for some journals).

CHOOSING THE RIGHT JOURNAL

Many journals have recently stopped publishing case reports and series. This is often an attempt by journals to optimize their resources (space and reviewer time) to attain the highest possible impact. Although this is unfortunate, it is a reality which must be acknowledged. Nonetheless, the advent of online-only journals has led to more options for aspiring authors. Some journals accept case series, whereas others have “sister” journals created to accept case reports and other, less definitive, contributions to the literature.[ 11 ] It is an important exercise to study all available journals accepting case reports of the type being written. The case report must be tailored to the journal's requirements. Many journals may charge an article processing fee; author(s) must consider whether they are willing to pay and publish. Some of these may be predatory journals; authors must be wary of them and scrupulously avoid publishing in such journals as they can permanently stain the publication records of a researcher.

PUBLISHING THE CASE REPORT/SERIES AS a LETTER TO EDITOR/IMAGE SERIES

When the matter to be conveyed is very minimal or is being published mainly for its rarity, letters to editor may be an alternate route to publish case report data. Interesting images may be published in the form of “images” series which is now a part of many journals. The flexibility of web-based publishing also allows interesting videos to be published online.

GUIDELINES FOR CASE REPORTS

There are guidelines which help authors in the preparation and submission of case reports. The CAse REports (CARE) checklist is one such popular guideline. It provides a “checklist” and other resources for authors that can help navigate the process of writing a case report, especially when a person is doing it for the first time.[ 12 ]

AUTHORSHIP IN CASE REPORTS

Although there are no separate guidelines for authorship in “case reports,” general authorship rules follow that for any manuscript. “Gift” authorship must be avoided. All authors must have contributed to the creation of the manuscript in addition to being involved in some aspect of care of the patient being reported. Authorship order should be ideally predecided based on mutual consensus.

CONCLUSIONS

A case report is a useful starting point for one's scientific writing career. There are useful online resources which describe the steps for a newbie writer.[ 13 14 ] [ Table 2 ] summarizes the important components to follow and understand when writing case reports. Although many frontline journals have reduced their acceptance of case reports, these publications continue to serve an essential scientific and academic role.

T2-11

Financial support and sponsorship

Conflicts of interest.

There are no conflicts of interest.

Case reports; manuscript writing; case series; references

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

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

how to write a formal case study report

John McTale

7 minute read

writing a case study for busine

SHORT ANSWER

What is a case study.

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

Why you need a case study

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

how to write a formal case study report

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

What is the purpose of a case study?

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

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

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

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

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

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

Spot by Ocean sales deck

Browse interactive case study templates

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

open

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

Here's how to write a case study:

how to write a formal case study report

1. Open with an introductory overview

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

How to write a case study introduction?

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

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

Explain briefly what the solution to the problem was.

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

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

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

2. Explain the problem in question

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

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

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

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

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

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

3. Detail the solutions implemented to solve the problem

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

How to write a solutions section in a case study?

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

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

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

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

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

4. Refer to key results

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

Here’s how to write about results:

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

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

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

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

5. Finish with recommendations and next steps

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

And that’s a wrap!

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

Put an introductory overview at the beginning.

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

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

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

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

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

how to write a formal case study report

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

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Writing the Case Study

How should i approach it.

Investigating and writing up a report will require the completion of specific stages. You will need to timetable sufficient time to complete each stage, but also be aware that some stages are revisited while you are analysing the case and writing the report. Thinking and writing becomes a cyclical process.

Stages essential for analysing and writing a case study report may include:

1. Define the task

Your first step is to read the case and all the instructions for the assignment.

Use the checklist as a guide. You can print out this checklist to record your definition of the task. You may find it helpful to compare and discuss your understanding of the task with other students or colleagues. Try to visualise all the elements of the problem by using mind-maps to chart the main issues on a large piece of paper.

Checklist for defining the task

1. What is the context/background of the case study? (eg. the type of industry, location, who requested the report)  
2. What appears to be the problem? (Read the case and summarise in your own words what you initially understand to be the situation/problem/risks etc…)  
3.What questions or instructions have been given to guide your analysis of the problem?  
4.What tools will you use for your analysis? (mind-map, SWOT, PEST, matrix, template, computer program etc…)  
 5.What else do you already know about this situation or this type of problem?  
6.What else do you need to know?  
 7.How will the report be presented? (Due date, length, essential sections, conventions, presentation)  

2. Consider which theories and analysis tools may apply to the situation

Your course notes, text books and readings should indicate the appropriate methodology for your case study analysis

Identify the problems

In your initial analysis you should identify the problems (issues/risks etc.) inherent in the case. Read to uncover the organisation's history of success and failure in relation to the case, the communication processes that are occurring, and relevant current strengths and weaknesses of the organisation or its activities that relate to the case.

A useful technique here is to create a mind-map of the situation, the processes and problems or issues. Use the mind-map to separate the problem elements and to note the most important and their relationships.

In your notes, document the causes and consequences of the problems highlighted in the case and also your preliminary ideas for solutions. Be prepared to discover more problems and solutions as you continue your analysis of the case!

Apply analysis tools

There are many tools available for analysis in the management and engineering fields but you need to evaluate which tools would best apply to your assessment of the issues/problems / risks etc. If you are unsure about which tool to use, read the rationale and purpose of each tool and discuss the options with your colleagues and course facilitator.

Document your results and ideas

It is important to create a complete set of notes that will be useful to refer to when writing up the case study report. For this reason record your findings and your own thoughts on the case. Also clearly document any testing, calculations or specifications that relate to your investigation of solutions as well.

3. Make recommendations and form conclusions

Make recommendations.

Recommendations are a clear statement (in text and/or table format) of what action should be taken to minimise, solve or remove the problems being investigated. Recommendations usually require a detailed action plan for implementation of a solution or a range of solutions depending on future events/scenarios.

According to Jarvis (2002), "for each part of your solution ask: 

  • Will it work - why - what could possibly go wrong?
  • Who will do it, are they capable, who else might be, who might be block?
  • When- timing-sequence?
  • How and how much –cost it out- where are the pay offs/savings?"

Form conclusions

Conclusions are drawn from your analysis and assessment of the situation. You usually consider must and desirable objectives. Also consider the limitations of your recommendations based on your testing of solutions and original assumptions that had to be made in the case.

4. Write the report

This section provides some advice on the process of writing up your report.

Plan the report 

Before you begin to write the report, it is essential to have a plan of its structure. You can begin to plan the report while you are investigating the case.

Fist, prepare an outline (in list or mind-map format) of the main headings and subheadings you will have in the report. Then add notes and ideas to the outline which remind you of what you want to achieve in each section and subsection. Use the outline to help you consider what information to include, where it should go and in what sequence. Be prepared to change your outline as your ideas develop. Finally, the outline headings and subheadings can be converted into the contents page of your report. 

Schedule your writing time

Prepare a schedule for writing and editing the sections of the report. Allow some extra time just in case you find some sections difficult to write. Begin by writing the sections you feel most confident about. Preliminary sections (executive summary, introduction) and supplementary sections (conclusions, reference list and appendices) are usually prepared last. Some writers like to begin with their conclusions (where the writer's thoughts are at that moment) or the methodology (it's easier to write about your own work). 

Analyse your audience 

In writing a case study report in your course, the report is often intended for an imaginary person so you need to make sure that your language and style suites that person. For example, a report for senior management will be different in content and style and language to a technical report. A report to a community group would also be different again in content, style and language. Audience definition helps you decide what to include in the report based on what readers need to know to perform their jobs better or what the readers need to know to increase their knowledge about your subject. These notes on audience analysis are adapted from Huckin and Olsen (p1991)

*After: Huckin & Olsen ,1991.1.

  • Who will read the report? Think about all the uses of the report and where and when it would be read. Reports written within an organisation may be read by different people and different departments; for example, technical and design specialists, supervisors, senior managers, lawyers, marketing and finance specialists.
  • What are the readers' needs and goals? Each department or unit in an organisation has its own needs and goals. Understanding the different perspectives can help you decide how to communicate persuasively to these groups. For example while design engineers may prefer to develop new or alternative design to show progress in their field, the marketing specialist may prefer that the organisation imitate a known successful design to save time.
  • How do I make communication clear for managers? Communication must be accessible and useful to busy managers as they will primarily seek important generalisations. This has implications for the report's structure, the amount of orientation or background information provided and the level of technical language used. An executive summary, introductions to new sections and concluding summaries for major sections should be included in the report.
  • What might be the readers' preferences or objections to the report? You may need to address the significance and benefits/limitations of your recommendations from a number of readers' perspectives in the report. You may also need to consider compromises as a way to acknowledge potential conflicts or criticisms of your recommendations or solutions.

Prepare a draft report 

Writers rarely produce a perfect piece of text in their first attempt so a number of drafts are usually produced. Careful planning and editing will ensure a consistent professional standard in the report. You will need to do the following:

  • Revise the task often 

Do this by keeping both the reader's needs and the report's objectives in mind as you gather information, take notes and write sections of the report.

  • Be selective 

Do this by taking clear notes, which include the information gathered and your thoughts about the usefulness and the implications of this information. Review your notes to decide what is essential information to include in the report.

  • Create a logical structure 

Use your contents page outline to decide where information will go. Within each section, plan the subheadings and then decide on the sequence of information within these.

Check that your writing flows and that your ideas are supported and plausible. If you are not sure what to look for, here are links to advice and activities on report organisation, cohesion and evidence.

Ensure that all your figures and tables communicate a clear message. Show a colleague your visuals to check how they will be interpreted or 'read'.

  • Edit, edit, edit

For first drafts, a word processor's spell checker and grammar checker can be useful however, do not rely solely on these tools in your final edit as they are not perfect. Errors will be overlooked or even created by these programs! The best ways to edit are to read a printed copy and where possible get a colleague to read and give feedback.

Here is a report checklist that you can print out: CHECKLIST

5. Prepare the reference list

The reference list is a list of all the sources you refer to in the report. If you do not reference sources of information, your assignment could be failed. As you read and take notes remember to collect the following information so that you can easily and quickly assemble your reference list.

If an edited book, then also collect the titles and authors of individual chapters that you take notes from.

Collect similar information for books and journals.

Also collect:

 

 Further advice on the conventions for formatting reference lists and 'in text' references can be found in the Academic Skills toolkit .

6. Prepare cover/title page

Check your course requirements on the content and layout of the title page. As a general rule include the following:

  • Institution the authors are affiliated with: eg UNSW School of Safety Science
  • Title of the report

Eg "BHP Billiton Risk Assessment: Strategic Political Risks to BHP's Operations In Angola". 

  • Author/s names (+ student numbers)
  • Course name and code
  • Date document was submitted

7. Final edit

At this stage it is best if you can leave the report for a day or so before conducting a final proof-read. This assists you to approach your report as a 'reader' rather than as the 'writer' so you will more easily see errors. You should expect to spend a couple of hours on this task.

  • Reread the assignment guidelines so the task is fresh in your mind. Read the whole report to check that there is a logical structure to the whole report.
  • Check each section of the report (including your executive summary, introduction and conclusion) for content and structure. Note changes to make in the sequence of sections.
  • Note (highlight) changes you wish to make within sections (delete, simplify, expand, reorganise). In particular look closely at transition sections, figures and tables, sentences, referencing conventions and document formatting.
  • Read through the report and make changes as required.

Here are some editing activities for you to try!

How is a case study organised?

Engineering & science

  • Report writing
  • Technical writing
  • Writing lab reports
  • Honours thesis writing
  • Editing Activities
  • Report Writing Checklist
  • How a case study is organised
  • What is the marker looking for?
  • How can I improve my writing?
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Ten Steps to Writing an Effective Case Report (Part 1)

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A Case Report is a detailed report of the symptoms, signs, diagnosis, treatment, and follow-up of a patient. Case Reports may contain a demographic profile of the patient but usually describes an unusual or novel occurrence.

Step 1: Identify the Category of Your Case Report

  • An unexpected association between diseases or symptoms
  • An unexpected event in the course of observing or treating a patient
  • Findings that shed new light on the possible pathogenesis of a disease or an adverse effect
  • Unique or rare features of a disease
  • Unique therapeutic approaches
  • A positional or quantitative variation of the anatomical structures

Step 2: Select an Appropriate Journal

Journal selection should be based on the type of your Case Report.

Example, unusual injury presentations are more likely to be accepted in journals such as Trauma, rather than more mainstream, general-interest journals such as British Medical Journal ; this does not publish Case Reports but only Lesson of the Week.

Another important point with respect to journal selection is that it is extremely important to follow the basic format required by the journal. Your Case Report may be rejected because it does not conform to the standard format , no matter how good the content is. Therefore, formatting such as margins, spacing, figure numbering, and style of references (Vancouver, Harvard, etc.), all are important aspects.

Step 3: Structure Your Case Report According to the Journal Format

A suggested outline of sections for a Case Report is listed below.

  • Abstract/Summary – The abstract (also know as summary) is concise and directly addresses your research topic.
  • Introduction – The introduction is a more detailed explanation stating the purpose of the study, uniqueness of the case, and how it contributes to the existing literature.
  • Patient’s Examination/Identification
  • Medical History
  • Analysis of test results
  • Appropriate plan and analysis
  • Support for conditions considered
  • Support for additional investigations
  • Pathophysiology – State the physiological processes associated with the  diagnosed disease or injury.
  • Treatment/Patient Management – Describe the treatment plan, follow-up, and final diagnosis.
  • Epidemiology
  • Complications
  • Ethical Dilemmas (if any)
  • Conclusion – Conclude the case report with summary points, depending on the journal’s specified format. You could give suggestions and recommendations to practitioners, researchers, etc. in this section. 
  • References – Relevant to your case report and must be cited appropriately throughout the paper following citation guidelines of the journal.

Step 4: Start Writing

So, how do you begin?

A Case Report is a way of communicating information to the medical world about a rare or unreported feature, condition, complication, or intervention by publishing it in a medical journal. Decide whether your Case Report is publishable. This can be decided based on the following criteria:

Does your Case Report,

  • Describe rare, perplexing, or novel diagnostic features of a diseased state?
  • Report therapeutic challenges, controversies, or dilemmas?
  • Describe a new surgical procedure?
  • Report how a drug can enhance a surgical procedure?
  • Report new medical errors or medication errors?
  • Describe rare or novel adverse drug reactions?
  • Describe a therapeutic failure or a lack of therapeutic efficacy?

You should also ensure that you adhere to the following points:

  • Do an extensive literature search—PubMed, Medline, Ovid, Embase, and even search engines like Google will give you a vast amount of information related to your topic.
  • Narrow down the search to your actual topic
  • If this comes up with very few search results, it means (assuming your search method is correct) that the case is rare, and the report is therefore more likely to be published.

Step 5: Collect Information Related to the Case

  • Use the patient’s notes to record the details of all the events in the patient’s care—that is, history, examination findings, results of investigations with dates, and operative findings, if any, together with the details of the actual interventions and follow-ups.
  • Use copies—do not take the originals of radiographs, photographs, etc (they are the patient’s only records for future reference).
  • Verify all patient data such as history and dates of examination with the patient again and make sure you have got the facts right.

In our next article , we will discuss the remaining five points.

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Writing A Case Study

Case Study Format

Barbara P

Simple Case Study Format for Students to Follow

Case Study Format

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A Complete Case Study Writing Guide With Examples

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

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

Many students struggle with case study writing !

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

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

So, let’s get started!

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

How to Format a Case Study 

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

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

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

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

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

An introduction about what the case study is all about.

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

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

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

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

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

Case Study Formatting Guidelines 

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

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

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

How To Write A Case Study Pdf

Case Study Format Template

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

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

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

Case Study Format Examples

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

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

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

APA Case Study Format

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

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

Business Case Study Format

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

Case Study Format For MBA Students

Case Study Format Nursing

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

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

Nursing Case Study Format

Harvard Business School Case Study Format

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

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Medical Case Study Format

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

Case Study Format Psychology 

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

Case Study Format Psychology

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

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

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

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

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Case Study

Case Study Analysis: Examples + How-to Guide & Writing Tips

A case study analysis is a typical assignment in business management courses. The task aims to show high school and college students how to analyze a current situation, determine what problems exist, and develop the best possible strategy to achieve the desired outcome.

Many students feel anxious about writing case analyses because being told to analyze a case study and provide a solution can seem like a big task. That is especially so when working with real-life scenarios. However, you can rest assured writing a case analysis paper is easier than you think. Just keep reading this article and you will find case study examples for students and the advice provided by Custom-writing experts!

  • 👣 Main Steps
  • 🕵 Preparing the Case

🔬 Analyzing the Case

  • 📑 Format & Structure
  • 🙅 Things to Avoid
  • 🏁 Conclusion

🔗 References

👣 writing a case study analysis: main steps.

Business management is built on case analysis. Every single economic result shows that the methods and instruments employed were either well-timed and expedient, in the event of success, or not, in case of failure. These two options indicate whether the strategy is efficient (and should be followed) or requires corrections (or complete change). Such an approach to the case study will make your writing piece more proficient and valuable for the reader. The following steps will direct your plan for writing a case study analysis.

Step 1: Preliminary work

  • Make notes and highlight the numbers and ideas that could be quoted.
  • Single out as many problems as you can, and briefly mark their underlying issues. Then make a note of those responsible. In the report, you will use two to five of the problems, so you will have a selection to choose from.
  • Outline a possible solution to each of the problems you found. Course readings and outside research shall be used here. Highlight your best and worst solution for further reference.

Case Study Analysis Includes Three Main Steps: Preparing the Case, Drafring the Case, and Finalizing the Case.

Step 2: Drafting the Case

  • Provide a general description of the situation and its history.
  • Name all the problems you are going to discuss.
  • Specify the theory used for the analysis.
  • Present the assumptions that emerged during the analysis, if any.
  • Describe the detected problems in more detail.
  • Indicate their link to, and effect on, the general situation.
  • Explain why the problems emerged and persist.
  • List realistic and feasible solutions to the problems you outlined, in the order of importance.
  • Specify your predicted results of such changes.
  • Support your choice with reliable evidence (i.e., textbook readings, the experience of famous companies, and other external research).
  • Define the strategies required to fulfill your proposed solution.
  • Indicate the responsible people and the realistic terms for its implementation.
  • Recommend the issues for further analysis and supervision.

Step 3: Finalizing the Case

Like any other piece of writing, a case analysis requires post-editing. Carefully read it through, looking for inconsistencies and gaps in meaning. Your purpose is to make it look complete, precise, and convincing.

🕵 Preparing a Case for Analysis

Your professor might give you various case study examples from which to choose, or they may just assign you a particular case study. To conduct a thorough data analysis, you must first read the case study. This might appear to be obvious. However, you’d be surprised at how many students don’t take adequate time to complete this part.

Read the case study very thoroughly, preferably several times. Highlight, underline, flag key information, and make notes to refer to later when you are writing your analysis report.

If you don’t have a complete knowledge of the case study your professor has assigned, you won’t conduct a proper analysis of it. Even if you make use of a business case study template or refer to a sample analysis, it won’t help if you aren’t intimately familiar with your case study.

You will also have to conduct research. When it comes to research, you will need to do the following:

  • Gather hard, quantitative data (e.g. 67% of the staff participated in the meeting).
  • Design research tools , such as questionnaires and surveys (this will aid in gathering data).
  • Determine and suggest the best specific, workable solutions.

It would be best if you also learned how to analyze a case study. Once you have read through the case study, you need to determine the focus of your analysis. You can do this by doing the following:

Identify E.g., the loss of brand identity as a problem faced by Starbucks
Analyze of the existing problem
Establish between the various factors

Starbucks’ brand image – possible sources of influence:

Formulate to address the problem

Compare your chosen solutions to the solutions offered by the experts who analyzed the case study you were given or to online assignments for students who were dealing with a similar task. The experts’ solutions will probably be more advanced than yours simply because these people are more experienced. However, don’t let this discourage you; the whole point of doing this analysis is to learn. Use the opportunity to learn from others’ valuable experience, and your results will be better next time.

If you are still in doubt, the University of South Carolina offers a great guide on forming a case study analysis.

📑 Case Analysis Format & Structure

When you are learning how to write a case study analysis, it is important to get the format of your analysis right. Understanding the case study format is vital for both the professor and the student. The person planning and handing out such an assignment should ensure that the student doesn’t have to use any external sources .

In turn, students have to remember that a well-written case analysis provides all the data, making it unnecessary for the reader to go elsewhere for information.

Regardless of whether you use a case study template, you will need to follow a clear and concise format when writing your analysis report. There are some possible case study frameworks available. Still, a case study should contain eight sections laid out in the following format:

  • Describe the purpose of the current case study;
  • Provide a summary of the company;
  • Briefly introduce the problems and issues found in the case study
  • Discuss the theory you will be using in the analysis;
  • Present the key points of the study and present any assumptions made during the analysis.
  • Present each problem you have singled out;
  • Justify your inclusion of each problem by providing supporting evidence from the case study and by discussing relevant theory and what you have learned from your course content;
  • Divide the section (and following sections) into subsections, one for each of your selected problems.
  • Present a summary of each problem you have identified;
  • Present plausible solutions for each of the problems, keeping in mind that each problem will likely have more than one possible solution;
  • Provide the pros and cons of each solution in a way that is practical.
  • Conclusion . This is a summary of your findings and discussion.
  • Decide which solution best fits each of the issues you identified;
  • Explain why you chose this solution and how it will effectively solve the problem;
  • Be persuasive when you write this section so that you can drive your point home;
  • Be sure to bring together theory and what you have learned throughout your course to support your recommendations.
  • Provide an explanation of what must be done, who should take action, and when the solution should be carried out;
  • Where relevant, you should provide an estimate of the cost in implementing the solution, including both the financial investment and the cost in terms of time.
  • References. While you generally do not need to refer to many external sources when writing a case study analysis, you might use a few. When you do, you will need to properly reference these sources, which is most often done in one of the main citation styles, including APA, MLA, or Harvard. There is plenty of help when citing references, and you can follow these APA guidelines , these MLA guidelines , or these Harvard guidelines .
  • Appendices. This is the section you include after your case study analysis if you used any original data in the report. These data, presented as charts, graphs, and tables, are included here because to present them in the main body of the analysis would be disruptive to the reader. The University of Southern California provides a great description of appendices and when to make use of them.

When you’ve finished your first draft, be sure to proofread it. Look not only for potential grammar and spelling errors but also for discrepancies or holes in your argument.

You should also know what you need to avoid when writing your analysis.

🙅 Things to Avoid in Case Analysis

Whenever you deal with a case study, remember that there are some pitfalls to avoid! Beware of the following mistakes:

  • Excessive use of colloquial language . Even though it is a study of an actual case, it should sound formal.
  • Lack of statistical data . Give all the important data, both in percentages and in numbers.
  • Excessive details. State only the most significant facts, rather than drowning the reader in every fact you find.
  • Inconsistency in the methods you have used . In a case study, theory plays a relatively small part, so you must develop a specific case study research methodology.
  • Trivial means of research . It is critical that you design your own case study research method in whatever form best suits your analysis, such as questionnaires and surveys.

It is useful to see a few examples of case analysis papers. After all, a sample case study report can provide you with some context so you can see how to approach each aspect of your paper.

👀 Case Study Examples for Students

It might be easier to understand how a case study analysis works if you have an example to look at. Fortunately, examples of case studies are easy to come by. Take a look at this video for a sample case study analysis for the Coca-Cola Company.

If you want another example, then take a look at the one below!

Business Case Analysis: Example

CRM’s primary focus is customers and customer perception of the brand or the company. The focus may shift depending on customers’ needs. The main points that Center Parcs should consider are an increase in customer satisfaction and its market share. Both of these points will enhance customer perception of the product as a product of value. Increased customer satisfaction will indicate that the company provides quality services, and increased market share can reduce the number of switching (or leaving) customers, thus fostering customer loyalty.

Case Study Topics

  • Equifax case study: the importance of cybersecurity measures. 
  • Study a case illustrating ethical issues of medical research.
  • Examine the case describing the complications connected with nursing and residential care.
  • Analyze the competitive strategy of Delta Airlines .
  • Present a case study of an ethical dilemma showing the conflict between the spirit and the letter of the law.  
  • Explore the aspects of Starbucks’ marketing strategyin a case study.  
  • Research a case of community-based clinic organization and development.
  • Customer service of United Airlines: a case study .
  • Analyze a specific schizophrenia case and provide your recommendations.
  • Provide a case study of a patient with hyperglycemia.
  • Examine the growth strategy of United Healthcare.
  • Present a case study demonstrating ethical issues in business.
  • Study a case of the 5% shareholding rule application and its impact on the company.
  • Case study of post-traumatic stress disorder .
  • Analyze a case examining the issues of cross-cultural management .
  • Write a case study exploring the ethical issues the finance manager of a long-term care facility can face and the possible reaction to them.
  • Write a case study analyzing the aspects of a new president of a firm election.
  • Discuss the specifics of supply chain management in the case of Tehindo company.
  • Study a case of a life crisis in a family and the ways to cope with it.
  • Case study of Tea Leaves and More: supply chain issues.   
  • Explore the case of ketogenic diet implementation among sportspeople.  
  • Analyze the case of Webster Jewelry shop and suggest some changes.  
  • Examine the unique aspects of Tea and More brand management.  
  • Adidas case study: an ethical dilemma .
  • Research the challenges of Brazos Valley Food Bank and suggest possible solutions.  
  • Describe the case of dark web monitoring for business.  
  • Study a case of permissive parenting style .
  • Case study of Starbucks employees.
  • Analyze a case of workplace discrimination and suggest a strategy to avoid it.
  • Examine a case of the consumer decision-making process and define the factors that influence it.
  • Present a case study of Netflix illustrating the crucial role of management innovation for company development.  
  • Discuss a case describing a workplace ethical issue and propose ways to resolve it.
  • Case study of the 2008 financial crisis: Graham’s value investing principles in the modern economic climate.
  • Write a case study analyzing the harmful consequences of communication issues in a virtual team.
  • Analyze a case that highlights the importance of a proper functional currency choice. 
  • Examine the case of Hitachi Power Systems management.  
  • Present a case study of medication research in a healthcare facility.
  • Study the case of Fiji Water and the challenges the brand faces.  
  • Research a social problem case and suggest a solution.
  • Analyze a case that reveals the connection between alcohol use and borderline personality disorder.
  • Transglobal Airline case study: break-even analysis.
  • Examine the case of Chiquita Brands International from the moral and business ethics points of view.
  • Present a case study of applying for Social Security benefits. 
  • Study the case of a mass hacker attack on Microsoft clients and suggest possible ways to prevent future attacks.
  • Case study of leadership effectiveness. 
  • Analyze a case presenting a clinical moral dilemma and propose ways to resolve it. 
  • Describe the case of Cowbell Brewing Company and discuss the strategy that made them successful.
  • Write a case study of WeWork company and analyze the strengths and weaknesses of its strategy.
  • Case study of medical ethical decision-making.
  • Study the case of The Georges hotel and suggest ways to overcome its managerial issues.

🏁 Concluding Remarks

Writing a case study analysis can seem incredibly overwhelming, especially if you have never done it before. Just remember, you can do it provided you follow a plan, keep to the format described here, and study at least one case analysis example.

If you still need help analyzing a case study, your professor is always available to answer your questions and point you in the right direction. You can also get help with any aspect of the project from a custom writing company. Just tackle the research and hand over the writing, write a rough draft and have it checked by a professional, or completely hand the project off to an expert writer.

Regardless of the path you choose, you will turn in something of which you can be proud!

✏️ Case Study Analysis FAQ

Students (especially those who study business) often need to write a case study analysis. It is a kind of report that describes a business case. It includes multiple aspects, for example, the problems that exist, possible solutions, forecasts, etc.

There should be 3 main points covered in a case study analysis:

  • The challenge(s) description,
  • Possible solutions,
  • Outcomes (real and/or foreseen).

Firstly, study some examples available online and in the library. Case study analysis should be a well-structured paper with all the integral components in place. Thus, you might want to use a template and/or an outline to start correctly.

A case study analysis is a popular task for business students. They typically hand it in the format of a paper with several integral components:

  • Description of the problem
  • Possible ways out
  • Results and/or forecasts

Students sometimes tell about the outcome of their research within an oral presentation.

  • Case Study: Academia
  • Windows of vulnerability: a case study analysis (IEEE)
  • A (Very) Brief Refresher on the Case Study Method: SAGE
  • The case study approach: Medical Research Methodology
  • Strengths and Limitations of Case Studies: Stanford University
  • A Sample APA Paper: Radford University
  • How to Write a Case Study APA Style: Seattle PI
  • The Case Analysis: GVSU
  • How to Outline: Purdue OWL
  • Incorporating Interview Data: UW-Madison Writing Center
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Quite an impressive piece The steps and procedures outlined here are well detailed and the examples facilitates understanding.

it was very helpful. I have an assessment to write where in I need to mention different effective components that are needed to compile a high quality case study assessment.

It is very important and helpful.

Thanks a lot. A knowledge shared with a structured template. Stay the course

Thanks for this valuable knowledge.I loved this. keep sharing. to know more about click Air India Case Study – Why Air India failed ?

This is going to be a great help in my monthly analysis requirements for my subject. Thank you so much.

Thank you very much for this insightful guidelines… It has really been a great tool for writing my project. Thanks once again.

This article was very helpful, even though I’ll have a clearer mind only after I do the case study myself but I felt very much motivated after reading this, as now I can at least have a plan of what to do compared to the clueless me I was before I read it. I hope if I have any questions or doubts about doing a case study I can clear it out here.

IMAGES

  1. How to write a Case Study (Tips & 2 Templates)

    how to write a formal case study report

  2. FREE 51+ Report Format Samples in PDF, Google Docs, Pages, Word

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  3. Case Study Report Format Guideline

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  4. How to write a Case Study (Tips & 2 Templates)

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  5. 😍 How to write a good case study. 3 tricks to writing a killer case

    how to write a formal case study report

  6. How to Write Case Studies With 30+ Examples and 4 Templates

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VIDEO

  1. Case Study Report Presentation

  2. GROUP 12

  3. Executive Summary for the Case Study Report 'Over the Edge'

  4. What is a Case Study in Research

  5. Case Study report घटना अध्ययन प्रतिवेदन लेखन, TPD training or project work

  6. Manuscripts.ai

COMMENTS

  1. Writing a case report in 10 steps

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

  2. Writing a Case Study Analysis

    Identify the key problems and issues in the case study. Formulate and include a thesis statement, summarizing the outcome of your analysis in 1-2 sentences. Background. Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study. Evaluation of the Case

  3. Guidelines To Writing A Clinical Case Report

    Informed consent in an ethical requirement for most studies involving humans, so before you start writing your case report, take a written consent from the patient as all journals require that you provide it at the time of manuscript submission. In case the patient is a minor, parental consent is required.

  4. PDF 10. Guideline and Template for Writing a Case Report/Case Series

    By following these ten steps, you now have a complete set of notes and references for your case report. What you need to do next is put it all together and format it as a case report. This time you will arrange your manuscript differently. Part Two: Writing your second draft Step 11: Start by writing the entire text and listing the references.

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

    1. Draft Structure. 🖋️ Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references. 2. Introduction.

  6. What Is a Case Study? How to Write, Examples, and Template

    Step 1: Reach out to the target persona. If you've been in business for a while, you have no shortage of happy customers. But with limited time and resources, you can't choose everyone. So, take some time beforehand to flesh out your target buyer personas.

  7. Writing a Case Study

    A case study is a research method that involves an in-depth analysis of a real-life phenomenon or situation. Learn how to write a case study for your social sciences research assignments with this helpful guide from USC Library. Find out how to define the case, select the data sources, analyze the evidence, and report the results.

  8. Guideline on writing a case report

    In preparing the title, avoid unnecessary words, wordplay, double meaning, cute wording, and never uses abbreviations in the title. It is always advisable to add "case report" in your title. Beneath the title, list all authors and their affiliations on the same page including their E-mails account.

  9. Write Online: Case Study Report Writing Guide

    Next: Review and Practice. Now that you have reviewed this guide, you can try our interactive Guided Writing Tools to work on sections of your own Case Study Report. Discover a comprehensive list of case study report resources including examples, printable handouts, links, and activities.

  10. How to Write a Case Study (+10 Examples & Free Template!)

    1. Make it as easy as possible for the client. Just like when asking for reviews, it's important to make the process as clear and easy as possible for the client. When you reach out, ask if you can use their story of achievement as a case study for your business. Make the details as clear as possible, including:

  11. How to Write Case Reports and Case Series

    can introduce very effective treatment paradigms. Preparing the manuscript for a case report may be the first exposure to scientific writing for a budding clinician/researcher. This manuscript describes the steps of writing a case report and essential considerations when publishing these articles. Individual components of a case report and the "dos and don'ts" while preparing these ...

  12. Case Study Method: A Step-by-Step Guide for Business Researchers

    Case study protocol is a formal document capturing the entire set of procedures involved in the collection of empirical material ... A sound report structure, along with "story-like" writing is crucial to case study reporting. The following points should be taken into consideration while reporting a case study.

  13. PDF How to write a case study

    How to write a case study This guide explains how to write a descriptive case study. A descriptive case study describes how an organization handled a specific issue. Case studies can vary in length and the amount of details provided. They can be fictional or based on true events. Why should you write one? Case studies can help others (e.g ...

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    While, as its name implies, this section comes at the beginning of your case study, write it last. First, craft the rest of your document, then pick the most important bits and compile them into the introductory overview. 2. Explain the problem in question. "Adam caught a flat tire. In the middle of the desert.

  15. Writing the Case Study

    Thinking and writing becomes a cyclical process. Stages essential for analysing and writing a case study report may include: 1. Define the task. Your first step is to read the case and all the instructions for the assignment. Use the checklist as a guide. You can print out this checklist to record your definition of the task.

  16. PDF Writing a case study

    Writing a case study. There are a variety of ways in which case studies are used and, therefore, structured. Two common ways of writing a case study are as a report or as an essay. You can use the same information for either structure, just presented differently. If you have a case study assessment, make sure you ask your lecturer or tutor ...

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    Step 1: Identify the Category of Your Case Report. An unexpected association between diseases or symptoms. An unexpected event in the course of observing or treating a patient. Findings that shed new light on the possible pathogenesis of a disease or an adverse effect. Unique or rare features of a disease. Unique therapeutic approaches.

  18. Case study

    The case can refer to a real-life or hypothetical event, organisation, individual or group of people and/or issue. Depending upon your assignment, you will be asked to develop solutions to problems or recommendations for future action. Generally, a case study is either formatted as an essay or a report. If it is the latter, your assignment is ...

  19. Case Study Format

    Case study examples are the best way to learn the basic techniques for writing a great case study on your own. Explore these short case study sample pdfs to gain insights into presenting your research cohesively: For your help, we have also compiled real-life case study examples along with a format that you can refer to while writing your own.

  20. Case Study Analysis: Examples + How-to Guide & Writing Tips

    Briefly introduce the problems and issues found in the case study. Discuss the theory you will be using in the analysis; Present the key points of the study and present any assumptions made during the analysis. Findings. This is where you present in more detail the specific problems you discovered in the case study.

  21. Research Report

    Thesis. Thesis is a type of research report. A thesis is a long-form research document that presents the findings and conclusions of an original research study conducted by a student as part of a graduate or postgraduate program. It is typically written by a student pursuing a higher degree, such as a Master's or Doctoral degree, although it ...

  22. How to Write the Case Studies and Case Report: Techniques

    1. Purpose of the Case Study: By offering some advice to those who conduct the research and write the case studies, this article aims to contribute to improving the standard of case studies. F rom ...