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[Updated 2023] Top 10 One Page Case Study Templates For Your Business

Malvika Varma

In the business world, education, and research, case studies have become powerful tools for extracting valuable insights and gaining a deeper understanding of different subjects. They provide real-life examples, showcasing the challenges faced, solutions implemented, and remarkable outcomes achieved. Whether you're a professional, student, or stakeholder, leveraging case studies can be a game-changer in your journey toward success.

Industry surveys have consistently highlighted the significance of case studies in driving business growth, fostering innovation, and enhancing learning. They have revealed that professionals and organizations actively engaging in case study analysis are more likely to identify opportunities, make informed decisions, and stay ahead of their competitors. Case studies offer a unique opportunity to delve into specific scenarios, examine the intricacies of challenges, and explore practical strategies that can be replicated.

SlideTeam has curated a collection of the top 10 One-Page Case Study Templates to empower you with the necessary tools. These templates, designed for different industries and purposes, are readily available for download and customization. 

Unlock the power of impactful case studies with our pre-designed PowerPoint slides. These invaluable presets streamline introducing and implementing case studies, allowing you to unleash your creativity and deliver compelling narratives. Experience the freedom of complete customization while benefiting from a wealth of structured, content-ready slides that will captivate your audience. Don't wait any longer – seize the opportunity to download one of these decks and elevate your tasks to professional levels of excellence. Let's explore each template in detail:

Template 1: One Page for Company Case Study Presentation PPT Document

This template is ideal for showcasing comprehensive company case studies. It includes sections for providing an overview of your company, highlighting our products or services, discussing challenges faced, presenting the solutions implemented, and sharing the project's results. With its clean and visually appealing design, this template allows you to present your company's success stories concisely. Download it right away!

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Template 2: Case Study College Assignment PPT Document

Tailored specifically for educational purposes, this template simplifies creating case studies for college assignments. It includes background information, objectives , project description, and project results . With its concise format, this template enables students to present their case studies effectively while adhering to assignment requirements. Don't miss out; download now and ensure effective project submission!

Template 3: Case Study One Pager for Transportation Marketing Presentation Report Infographic PPT PDF Document

This template provides a structured format for transportation and logistics companies to showcase successful marketing case studies. It allows you to highlight the challenges faced in the transportation industry, present innovative marketing strategies, and demonstrate the positive impact on business outcomes- Campaign Delivery, evaluation, and success. With its visually engaging design, this template helps you effectively communicate your marketing successes.

Template 4: One Pager for Banking Case Study Infographic

Specifically designed for the banking industry, this template offers a concise format to present compelling case studies. It includes sections to discuss the background , challenges , solutions, and project results. With its professional layout and clear visual hierarchy, this template allows you to showcase the effectiveness of your banking strategies and their positive impact on customer satisfaction and business growth.

Template 5: Case Study for Property Painting Services 

Ideal for painting contractors and property management companies, this set enables you to present case studies highlighting successful property painting projects. It includes sections providing an overview of the project, discussing the challenges faced, describing the solution implemented, and showcasing the results achieved. This one-pager theme allows you to showcase your expertise and demonstrate the transformative power of your painting services.

Template 6: Developing Business Branding Case Study Depicting One Pager Sample Example Document

Branding plays a critical role in the success of any corporate. This layout focuses on showcasing case studies related to business branding initiatives. It includes sections to outline the background , challenges / issues faced, branding strategies employed, and the positive impact on brand perception and business growth in terms of percentage increase in revenue, the percentage increase in social media fans, and more. With its modern design and visually appealing graphics, this theme helps you convey the power of effective branding. Don't miss out; download now and ensure effective branding!

Template 7: Case Study for Security System Proposal 

Designed for security system providers and professionals, this template allows you to present case studies that highlight successful security system implementations. It includes sections to describe the project background , challenges addressed, security solutions employed, and the outcomes achieved. This template helps you demonstrate your expertise in enhancing security measures and safeguarding businesses. Get it and boost your security!

Template 8: Work Order Proposal for Electrical Plumbing Case Study One Pager 

For electrical and plumbing service providers, this preset offers a structured format to present case studies of successful projects. It includes sections outlining the project type, challenges encountered, solutions provided, and results achieved. With its clear organization and visually appealing design, this layout allows you to highlight your expertise in delivering reliable electrical and plumbing services. Download and streamline your projects!

Template 9: Case Study for Process Improvement Proposal Template

Process improvement is crucial for driving efficiency and productivity. This template is designed to showcase case studies focused on process improvement initiatives. It includes sections to describe the project description , challenges faced, improvement strategies employed, and the measurable results achieved. With its clean and organized layout, this template helps you communicate the effectiveness of your process optimization efforts. Get your hands on it now!

Template 10: Case Study for Organization System Software Update One Pager Sample

Organizational software updates can have a significant impact on business operations. This presentation allows you to present case studies highlighting successful software update projects. It includes sections to outline the project description , challenges addressed, software update strategies implemented, and the positive outcomes achieved. With its structured format and visually appealing design, this template helps you convey the advantages of staying updated with cutting-edge software solutions.

One-page case study templates are invaluable resources for professionals, students, and stakeholders seeking meaningful insights and a deeper understanding of various subjects. With the top 10 templates provided, you can effectively showcase your successes, present your findings concisely, and captivate your audience with visually appealing designs. Visit the links provided, explore each template in detail, and download the one that exactly suits your requirements. Empower yourself with the tools to tell compelling stories and unlock new levels of success.

Remember, a well-crafted case study is a mighty hero that can inspire, inform, and propel you toward achieving your goals. Download the templates and let your success story unfold.

Professional Note:   For more insights and inspiration on creating impactful digital marketing case studies, check out our comprehensive blog post on "Digital Marketing Case Study Templates" at  this link. Dive deeper into the world of case studies and discover how these templates can elevate your digital marketing efforts to new heights.

FAQs on One-Page Case Study

What is a one-page case study.

A one-page case study is a concise document that presents a real-life scenario, typically focusing on a specific problem, solution , and results. It provides a condensed case study overview, capturing the key elements on a single page.

How do you write a one-page case study?

It's essential to be concise and focused when writing a one-page case study:

• Start with a brief introduction about the corporate and its products/services. 
• Describe the challenges faced, followed by the solution implemented. 
• Include relevant details about the project type , background, objectives , and a concise description . 
• Finally, highlight the outcomes achieved and the measurable results obtained.

What is a good example of a case study?

A good example of a case study is one that effectively tells a compelling story and provides clear insights. It should showcase how a company faced challenges , implemented a solution , and achieved tangible results. A well-written case study includes details about the company, its products/services, the problem, the strategy employed, and the positive outcomes obtained.

What is the format of a case study?

The format of a case study typically includes several sections:

• It starts with an introduction, providing background information about the company and its offerings. 
• Then, it presents the company's challenges or the problem being addressed. 
• The next section outlines the solution or strategy implemented to overcome those challenges.  
• A project description follows this, including objectives , methodology, and key actions. 
• Finally, the case study concludes with the results achieved, emphasizing the positive impact and measurable outcomes.

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How to Write a Case Study: Bookmarkable Guide & Template

Published: November 30, 2023

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.

Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.

Case Study Definition

Case study templates, how to write a case study.

• How to Format a Case Study

Business Case Study Examples

A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.

Free Case Study Templates

Showcase your company's success using these three free case study templates.

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

Download Free

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Click this link to access this resource at any time.

Why write a case study? 

I know, you’re thinking “ Okay, but why do I need to write one of these? ” The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies. 

1. Explain Complex Topics or Concepts

Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.  

2. Show Expertise

Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with. 

3. Build Trust and Credibility

In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework. They can have confidence in the solutions you’ve presented because they’ve read through as you’ve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.

4. Create Social Proof

Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — putting your success on display for potential customers to see. 

All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, let’s check out how long these documents should be. 

How long should a case study be?

The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words. 

Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.

The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. We’ve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience. 

Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, let’s look at some templates to take the guesswork out of creating one. 

To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.

Tell us a little about yourself below to gain access today:

And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.

1. General Case Study Template

Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.

This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.

4. Bold Social Media Business Case Study Template

You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.

In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.

5. Lead Generation Business Case Study Template

It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.

If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.

Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.

• Get started with case study templates.
• Determine the case study's objective.
• Establish a case study medium.
• Find the right case study candidate.
• Contact your candidate for permission to write about them.
• Ensure you have all the resources you need to proceed once you get a response.
• Download a case study email template.
• Define the process you want to follow with the client.
• Ensure you're asking the right questions.
• Layout your case study format.
• Publish and promote your case study.

1. Get started with case study templates.

Telling your customer's story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.

If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.

2. Determine the case study's objective.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.

Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

• Complying with government regulation
• Lowering business costs
• Becoming profitable
• Generating more leads
• Closing on more customers
• Generating more revenue
• Expanding into a new market
• Becoming more sustainable or energy-efficient

3. Establish a case study medium.

Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?

Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.

Here are some different case study mediums to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they'll know the partnership between you and your client was a genuine success.

4. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers — in industries that you don't usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.

Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.

5. Contact your candidate for permission to write about them.

To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format — both of which you will have come up with in the first two steps above.

To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.

Benefits to Offer Your Case Study Candidate

Here are four potential benefits you can promise your case study candidate to gain their approval.

Brand Exposure

Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.

Employee Exposure

Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.

Product Discount

This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.

Backlinks and Website Traffic

Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website — known as a "backlink" — this small gesture can give them website traffic from visitors who click through to your subject's website.

Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.

6. Ensure you have all the resources you need to proceed once you get a response.

So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.

Let's break those two down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

• A clear explanation of why you are creating this case study and how it will be used.
• A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
• An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
• A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.

7. Download a case study email template.

While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.

A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:

8. Define the process you want to follow with the client.

Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.

The Acceptance

First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.

The Draft Review

After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.

9. Ensure you're asking the right questions.

Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

• What are your goals?
• What challenges were you experiencing before purchasing our product or service?
• What made our product or service stand out against our competitors?
• What did your decision-making process look like?
• How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple — ask open-ended questions.

If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."

In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

• How long have you been in business?
• How many employees do you have?
• What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:

• What challenges and objectives led you to look for a solution?
• What might have happened if you did not identify a solution?
• Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

• How did you hear about our product or service?
• Who was involved in the selection process?
• What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

• How long did it take to get up and running?
• Did that meet your expectations?
• Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

• Is there a particular aspect of the product or service that you rely on most?
• Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

• How is the product or service helping you save time and increase productivity?
• In what ways does that enhance your competitive advantage?
• How much have you increased metrics X, Y, and Z?

10. Lay out your case study format.

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Here are the sections we suggest, which we'll cover in more detail down below:

• Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
• Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
• Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
• About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
• Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
• How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
• Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
• Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
• Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
• Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Lead Gen in a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.

Format for a Case Study

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

Image Source

The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:

• State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: “A Marketer…”, “A CFO…”, and so forth.
• State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
• Allude to the results achieved . You don’t necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesn’t stay to read, they can walk away with the most essential information: Your product works.

The example above, “Crunch Fitness Increases Leads and Signups With HubSpot,” achieves all three — without being wordy. Keeping your title short and sweet is also essential.

2. Subtitle

Your subtitle is another essential part of your case study — don’t skip it, even if you think you’ve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.

The above example reads:

“Crunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.”

We like that the case study team expressed the urgency of the problem — opening more locations in the midst of a pandemic — and placed the focus on the customer’s ability to stay agile.

3. Executive Summary

The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think it’s too much? Think again — the purpose of the case study is to emphasize, again and again, how well your product works.

The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the “About the Company” section. Many times, this section doesn’t need an explicit “Executive Summary” subheading. You do need, however, to provide a convenient snapshot for readers to scan.

In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: “Business Challenge” and “How ADP Helped.” We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.

4. About the Company

Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.

Feel free to keep this section as simple as possible. You can simply copy and paste information from the company’s LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.

In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.

5. Challenges and Objectives

The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you — and what they hoped to achieve when they enlisted your help.

In this section, you can be as brief or as descriptive as you’d like, but remember: Stress the urgency of the situation. Don’t understate how much your customer needed your solution (but don’t exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.

Take the above example from design consultancy IDEO:

“Educational opportunities for adults have become difficult to access in the United States, just when they’re needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.”

We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.

6. How Product/Service Helped

This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.

Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers aren’t looking to just purchase a product. They’re looking for a dependable provider that will strive to exceed their expectations.

In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.

The results are essential, and the best part is that you don’t need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you don’t have numbers, you can provide quotes from your customers.

We can’t overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.

8. Supporting Visuals or Quotes

Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.

Visuals can also help, even if they’re stock images. On one side, they can help you convey your customer’s industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional — even if they’re not your customer — will communicate that your product can lead to a happy client.

In this example from IDEO, we see a man standing in a boat. IDEO’s customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.

9. Future Plans

This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customer’s tech stack for years to come, or that your services will continue to be instrumental to your customer’s success.

Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.

10. Call to Action (CTA)

Not every case study needs a CTA, but we’d still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.

It will also make it easier for them to reach out, if they’re ready to start immediately. You don’t want to lose business just because they have to scroll all the way back up to reach out to your team.

To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .

You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot

What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the additional text on the page. So, while case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

2. "New England Journal of Medicine," by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign — a project that included the goal of promoting the client's digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we've suggested — but lets the visuals do the talking, allowing users to really absorb the studio's services.

3. "Designing the Future of Urban Farming," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — "The Challenge" and "The Outcome."

Immediately, IDEO has communicated two of the case study's major pillars. And while that's great — the company created a solution for vertical farming startup INFARM's challenge — it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot

In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.

6. Small Desk Plant Business Ups Sales by 30% With Trello

This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.

It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.

7. Facebook's Mercedes Benz Success Story

Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.

Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.

Showcasing Your Work

You work hard at what you do. Now, it's time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.

Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.

Don't forget to share this post!

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Blog Graphic Design 15+ Professional Case Study Examples [Design Tips + Templates]

15+ Professional Case Study Examples [Design Tips + Templates]

Written by: Alice Corner Jan 12, 2023

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

• What is a Case Study?

Business Case Study Examples

Simple case study examples.

• Marketing Case Study Examples

Sales Case Study Examples

• Case Study FAQs

What is a case study?

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

Marketing Case Study Template

A marketing case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A marketing case study typically includes:

• Company background and history
• The challenge
• How you helped
• Specific actions taken
• Visuals or Data
• Client testimonials

Here’s an example of a marketing case study template:

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Marketing case study examples

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Case Study Examples Summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case Study FAQ

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers , business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

Related: How to Present a Case Study like a Pro (With Examples)

Some good questions you could ask would be:

• Why do you use our tool or service?
• How often do you use our tool or service?
• What does the process of using our product look like to you?
• If our product didn’t exist, what would you be doing instead?
• What is the number one benefit you’ve found from using our tool?

You might also enjoy:

• 12 Essential Consulting Templates For Marketing, Planning and Branding
• Best Marketing Strategies for Consultants and Freelancers in 2019 [Study + Infographic]

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

by Todd Brehe

on Jan 3, 2024

If you want to learn how to write a case study that engages prospective clients, demonstrates that you can solve real business problems, and showcases the results you deliver, this guide will help.

We’ll give you a proven template to follow, show you how to conduct an engaging interview, and give you several examples and tips for best practices.

Let’s start with the basics.

What is a Case Study?

A business case study is simply a story about how you successfully delivered a solution to your client.

Case studies start with background information about the customer, describe problems they were facing, present the solutions you developed, and explain how those solutions positively impacted the customer’s business.

Do Marketing Case Studies Really Work?

Absolutely. A well-written case study puts prospective clients into the shoes of your paying clients, encouraging them to engage with you. Plus, they:

• Get shared “behind the lines” with decision makers you may not know;
• Leverage the power of “social proof” to encourage a prospective client to take a chance with your company;
• Build trust and foster likeability;
• Lessen the perceived risk of doing business with you and offer proof that your business can deliver results;
• Help prospects become aware of unrecognized problems;
• Show prospects experiencing similar problems that possible solutions are available (and you can provide said solutions);
• Make it easier for your target audience to find you when using Google and other search engines.

Case studies serve your clients too. For example, they can generate positive publicity and highlight the accomplishments of line staff to the management team. Your company might even throw in a new product/service discount, or a gift as an added bonus.

But don’t just take my word for it. Let’s look at a few statistics and success stories:

5 Winning Case Study Examples to Model

Before we get into the nuts and bolts of how to write a case study, let’s go over a few examples of what an excellent one looks like.

The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure.

1. Lane Terralever and Pinnacle at Promontory

This case study example  from Lane Terralever  incorporates images to support the content and effectively uses subheadings to make the piece scannable.

2. WalkMe Mobile and Hulyo

This case study  from WalkMe Mobile  leads with an engaging headline and the three most important results the client was able to generate.

In the first paragraph, the writer expands the list of accomplishments encouraging readers to learn more.

3. CurationSuite Listening Engine

This is an example of a well-designed printable case study . The client, specific problem, and solution are called out in the left column and summarized succinctly.

4. Brain Traffic and ASAE

This long format case study (6 pages) from Brain Traffic  summarizes the challenges, solutions, and results prominently in the left column. It uses testimonials and headshots of the case study participants very effectively.

5. Adobe and Home Depot

This case study  from Adobe and Home Depot  is a great example of combining video, attention-getting graphics, and long form writing. It also uses testimonials and headshots well.

Now that we’ve gone over the basics and showed a few great case study examples you can use as inspiration, let’s roll up our sleeves and get to work.

A Case Study Structure That Pros Use

Let’s break down the structure of a compelling case study:

Choose Your Case Study Format

In this guide, we focus on written case studies. They’re affordable to create, and they have a proven track record. However, written case studies are just one of four case study formats to consider:

• Infographic

If you have the resources, video (like the Adobe and Home Depot example above) and podcast case studies can be very compelling. Hearing a client discuss in his or her own words how your company helped is an effective content marketing strategy

Infographic case studies are usually one-page images that summarize the challenge, proposed solution, and results. They tend to work well on social media.

Follow a Tried-and-True Case Study Template

The success story structure we’re using incorporates a “narrative” or “story arc” designed to suck readers in and captivate their interest.

Note:  I recommend creating a blog post or landing page on your website that includes the text from your case study, along with a downloadable PDF. Doing so helps people find your content when they perform Google and other web searches.

There are a few simple SEO strategies that you can apply to your blog post that will optimize your chances of being found. I’ll include those tips below.

Craft a Compelling Headline

The headline should capture your audience’s attention quickly. Include the most important result you achieved, the client’s name, and your company’s name. Create several examples, mull them over a bit, then pick the best one. And, yes, this means writing the headline is done at the very end.

SEO  Tip:  Let’s say your firm provided “video editing services” and you want to target this primary keyword. Include it, your company name, and your client’s name in the case study title.

Write the Executive Summary

This is a mini-narrative using an abbreviated version of the Challenge + Solution + Results model (3-4 short paragraphs). Write this after you complete the case study.

SEO  Tip:  Include your primary keyword in the first paragraph of the Executive Summary.

Provide the Client’s Background

Introduce your client to the reader and create context for the story.

List the Customer’s Challenges and Problems

Vividly describe the situation and problems the customer was dealing with, before working with you.

SEO  Tip:  To rank on page one of Google for our target keyword, review the questions listed in the “People also ask” section at the top of Google’s search results. If you can include some of these questions and their answers into your case study, do so. Just make sure they fit with the flow of your narrative.

Detail Your Solutions

Explain the product or service your company provided, and spell out how it alleviated the client’s problems. Recap how the solution was delivered and implemented. Describe any training needed and the customer’s work effort.

Show Your Results

Detail what you accomplished for the customer and the impact your product/service made. Objective, measurable results that resonate with your target audience are best.

List Future Plans

Share how your client might work with your company in the future.

Give a Call-to-Action

Clearly detail what you want the reader to do at the end of your case study.

Talk About You

Include a “press release-like” description of your client’s organization, with a link to their website. For your printable document, add an “About” section with your contact information.

And that’s it. That’s the basic structure of any good case study.

Now, let’s go over how to get the information you’ll use in your case study.

How to Conduct an Engaging Case Study Interview

One of the best parts of creating a case study is talking with your client about the experience. This is a fun and productive way to learn what your company did well, and what it can improve on, directly from your customer’s perspective.

Here are some suggestions for conducting great case study interviews:

When Choosing a Case Study Subject, Pick a Raving Fan

Your sales and marketing team should know which clients are vocal advocates willing to talk about their experiences. Your customer service and technical support teams should be able to contribute suggestions.

Clients who are experts with your product/service make solid case study candidates. If you sponsor an online community, look for product champions who post consistently and help others.

When selecting a candidate, think about customer stories that would appeal to your target audience. For example, let’s say your sales team is consistently bumping into prospects who are excited about your solution, but are slow to pull the trigger and do business with you.

In this instance, finding a client who felt the same way, but overcame their reluctance and contracted with you anyway, would be a compelling story to capture and share.

Prepping for the Interview

If you’ve ever seen an Oprah interview, you’ve seen a master who can get almost anyone to open up and talk. Part of the reason is that she and her team are disciplined about planning.

Before conducting a case study interview, talk to your own team about the following:

• What’s unique about the client (location, size, industry, etc.) that will resonate with our prospects?
• Why did the customer select us?
• How did we help the client?
• What’s unique about this customer’s experience?
• What problems did we solve?
• Were any measurable, objective results generated?
• What do we want readers to do after reading this case study analysis?

Pro Tip:  Tee up your client. Send them the questions in advance.

Providing questions to clients before the interview helps them prepare, gather input from other colleagues if needed, and feel more comfortable because they know what to expect.

In a moment, I’ll give you an exhaustive list of interview questions. But don’t send them all. Instead, pare the list down to one or two questions in each section and personalize them for your customer.

Nailing the Client Interview

Decide how you’ll conduct the interview. Will you call the client, use Skype or Facetime, or meet in person? Whatever mode you choose, plan the process in advance.

Make sure you record the conversation. It’s tough to lead an interview, listen to your contact’s responses, keep the conversation flowing, write notes, and capture all that the person is saying.

A recording will make it easier to write the client’s story later. It’s also useful for other departments in your company (management, sales, development, etc.) to hear real customer feedback.

Use open-ended questions that spur your contact to talk and share. Here are some real-life examples:

Introduction

• Recap the purpose of the call. Confirm how much time your contact has to talk (30-45 minutes is preferable).
• Confirm the company’s location, number of employees, years in business, industry, etc.
• What’s the contact’s background, title, time with the company, primary responsibilities, and so on?

Initial Challenges

• Describe the situation at your company before engaging with us?
• What were the initial problems you wanted to solve?
• What was the impact of those problems?
• When did you realize you had to take some action?
• What solutions did you try?
• What solutions did you implement?
• What process did you go through to make a purchase?
• How did the implementation go?
• How would you describe the work effort required of your team?
• If training was involved, how did that go?

Results, Improvements, Progress

• When did you start seeing improvements?
• What were the most valuable results?
• What did your team like best about working with us?
• Would you recommend our solution/company? Why?

Future Plans

• How do you see our companies working together in the future?

Honest Feedback

• Our company is very focused on continual improvement. What could we have done differently to make this an even better experience?
• What would you like us to add or change in our product/service?

During the interview, use your contact’s responses to guide the conversation.

Once the interview is complete, it’s time to write your case study.

How to Write a Case Study… Effortlessly

Case study writing is not nearly as difficult as many people make it out to be. And you don’t have to be Stephen King to do professional work. Here are a few tips:

• Use the case study structure that we outlined earlier, but write these sections first: company background, challenges, solutions, and results.
• Write the headline, executive summary, future plans, and call-to-action (CTA) last.
• In each section, include as much content from your interview as you can. Don’t worry about editing at this point
• Tell the story by discussing their trials and tribulations.
• Stay focused on the client and the results they achieved.
• Make their organization and employees shine.
• When including information about your company, frame your efforts in a supporting role.

Also, make sure to do the following:

Add Testimonials, Quotes, and Visuals

The more you can use your contact’s words to describe the engagement, the better. Weave direct quotes throughout your narrative.

Strive to be conversational when you’re writing case studies, as if you’re talking to a peer.

Include images in your case study that visually represent the content and break up the text. Photos of the company, your contact, and other employees are ideal.

If you need to incorporate stock photos, here are three resources:

• Deposit p hotos

And if you need more, check out Smart Blogger’s excellent resource: 17 Sites with High-Quality, Royalty-Free Stock Photos .

Proofread and Tighten Your Writing

Make sure there are no grammar, spelling, or punctuation errors. If you need help, consider using a grammar checker tool like Grammarly .

My high school English teacher’s mantra was “tighten your writing.” She taught that impactful writing is concise and free of weak, unnecessary words . This takes effort and discipline, but will make your writing stronger.

Also, keep in mind that we live in an attention-diverted society. Before your audience will dive in and read each paragraph, they’ll first scan your work.  Use subheadings  to summarize information, convey meaning quickly, and pull the reader in.

Be Sure to Use Best Practices

Consider applying the following best practices to your case study:

• Stay laser-focused on your client and the results they were able to achieve.
• Even if your audience is technical, minimize the use of industry jargon . If you use acronyms, explain them.
• Leave out the selling and advertising.
• Don’t write like a Shakespearean wannabe. Write how people speak. Write to be understood.
• Clear and concise writing is not only more understandable, it inspires trust. Don’t ramble.
• Weave your paragraphs together so that each sentence is dependent on the one before and after it.
• Include a specific case study call-to-action (CTA).
• A recommended case study length is 2-4 pages.
• Commit to building a library of case studies.

Get Client Approval

After you have a final draft, send it to the client for review and approval. Incorporate any edits they suggest.

Use or modify the following “Consent to Publish” form to get the client’s written sign-off:

Consent to Publish

Case Study  Title:

I hereby confirm that I have reviewed the case study listed above and on behalf of the [Company Name], I provide full permission for the work to be published, in whole or in part, for the life of the work, in all languages and all formats by [Company publishing the case study].

By signing this form, I affirm that I am authorized to grant full permission.

Company Name:

E-mail Address:

Common Case Study Questions (& Answers)

We’ll wrap things up with a quick Q&A. If you have a question I didn’t answer, be sure to leave it in a blog comment below.

Should I worry about print versions of my case studies?

Absolutely.

As we saw in the CurationSuite  and Brain Traffic  examples earlier, case studies get downloaded, printed, and shared. Prospects can and will judge your book by its cover.

So, make sure your printed case study is eye-catching and professionally designed. Hire a designer  if necessary.

Why are good case studies so effective?

Case studies work because people trust them.

They’re not ads, they’re not press releases, and they’re not about how stellar your company is.

Plus, everyone likes spellbinding stories with a hero [your client], a conflict [challenges], and a riveting resolution [best solution and results].

How do I promote my case study?

After you’ve written your case study and received the client’s approval to use it, you’ll want to get it in front of as many eyes as possible.

Try the following:

• Make sure your case studies can be easily found on your company’s homepage.
• Tweet and share the case study on your various social media accounts.
• Have your sales team use the case study as a reason to call on potential customers. For example: “Hi [prospect], we just published a case study on Company A. They were facing some of the same challenges I believe your firm is dealing with. I’m going to e-mail you a copy. Let me know what you think.”
• Distribute printed copies at trade shows, seminars, or during sales presentations.
• If you’re bidding on a job and have to submit a quote or a Request for Proposal (RFP), include relevant case studies as supporting documents.

Ready to Write a Case Study That Converts?

If you want to stand out and you want to win business, case studies should be an integral part of your sales and marketing efforts.

Hopefully, this guide answered some of your questions and laid out a path that will make it faster and easier for your team to create professional, sales-generating content.

Now it’s time to take action and get started. Gather your staff, select a client, and ask a contact to participate. Plan your interview and lead an engaging conversation. Write up your client’s story, make them shine, and then share it.

Get better at the case study process by doing it more frequently. Challenge yourself to write at least one case study every two months.

As you do, you’ll be building a valuable repository of meaningful, powerful content. These success stories will serve your business in countless ways, and for years to come.

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Written by Todd Brehe

6 thoughts on “how to write a case study: a step-by-step guide (+ examples)”.

Just the guide I needed for case studies! Great job with this one!

Hey Todd, great post here. I liked that you listed some prompting questions. Really demonstrates you know what you’re talking about. There are a bunch of Ultimate Guides out there who list the theories such as interview your customer, talk about results, etc. but really don’t help you much.

Thanks, Todd. I’ve planned a case study and this will really come in handy. Bookmarked.

Very good read. Thanks, Todd. Are there any differences between a case study and a use case, by the way?

Hi Todd, Very well-written article. This is the ultimate guide I have read till date. It has actionable points rather than some high-level gyan. Creating a new case study always works better when (1) you know the structure to follow and (2) you work in a group of 3-4 members rather than individually. Thanks for sharing this guide.

Hi Todd. Very useful guide. I learn step by step. Looking forward to continually learning from you and your team. Thanks

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Free MS Word Case Study Templates

By Kate Eby | January 18, 2024

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We’ve collected the top free Microsoft Word case study templates for marketing managers, writers, digital marketing specialists, sales teams, and analysts. Customize these templates for documenting, communicating, and analyzing marketing activities. 

On this page, you'll find eight dynamic monthly marketing report templates, including those for a  case study report , a  project case study , a  marketing case study , a  one-page case study template , and more.

Microsoft Word Simple Case Study Template

Download the Sample Simple Case Study Template for Microsoft Word  

Download the Blank Simple Case Study Template for Microsoft Word  

When to Use This Template:  This straightforward template is ideal for junior or entry-level marketing associates to kickstart their journey in writing case studies. Download the version with sample copy for helpful pointers on crafting a case study.  

Notable Template Features: This template features a basic structure for presenting a case study without overwhelming details. Fill in the  Introduction, Customer Challenge, Marketing Strategies, Results, and  Call-to-Action (CTA)  sections to craft a simple case study.

Microsoft Word Case Study Report Template

Download the Sample Case Study Report Template for Microsoft Word  

Download the Blank Case Study Report Template for Microsoft Word  

When to Use This Template:  This template is suitable for professionals who need to produce comprehensive case study reports with detailed analysis. Download the version with a sample case study for guidance on writing a report. 

Notable Template Features:  This case study report template provides a structured format for presenting data, research findings, and in-depth insights. There are editable sections for adding an executive summary, introduction, statement of the problem, decision criteria and assumptions, data analysis, alternative courses of action, recommendations, and more. 

For resources on marketing case studies in presentation-ready format, check out this collection of free marketing case studies in PowerPoint format .

Microsoft Word Project Case Study Template

Download the Sample Project Case Study Template for Microsoft Word   Download the Blank Project Case Study Template for Microsoft Word  

When to Use This Template:  This template is for project management or cross-functional teams that need to produce comprehensive case study reports with a detailed analysis. Download the version with sample copy to get a clear idea of what to include in each section.  

Notable Template Features: You’ll find a structured layout, starting with an introduction page featuring visual elements such as a line chart for success measurement, a pie chart for impact analysis, and a bar chart for metric comparison.

These free case study templates in Google Docs format can help your marketing team efficiently create and collaborate.

Microsoft Word Marketing Case Study Template

Download the Sample Marketing Case Study Template for Microsoft Word   Download the Blank Marketing Case Study Template for Microsoft Word  

When to Use This Template:  Marketing managers, content marketers, and sales teams can use this template to showcase the success of marketing initiatives to internal and external stakeholders. Download the sample version to get a quick start on crafting your case study report. 

Notable Template Features:  Filled with sample images and featuring a professional layout, the template’s visual appeal helps you present complex information in an easily digestible and compelling format. Complete the  About Us, Challenge, Solution, Case Study,  and  Benefits  sections to build a structured narrative that showcases your marketing strategy from problem identification to solution implementation. 

Explore these free marketing case study templates to find more options in multiple formats. Whereas a marketing case study template showcases marketing strategies and their outcomes, a business case template provides a broader analysis of business decisions and impacts. See this  article with free business case study resources , ready-to-use templates, and guidance on analyzing and presenting business scenarios. 

Microsoft Word One-Page Case Study Template

Download the Sample One-Page Case Study Template for Microsoft Word Download the Blank One-Page Case Study Template for Microsoft Word

When to Use This Template:  Sales reps and teams can use this template to create one-page case studies for sales pitches and presentations. Download the sample version with example text for an easy guide on creating concise reports. 

Notable Template Features:  The template is designed to condense complex information into a concise, easy-to-glean format. Use the space allotted for each section to keep the case study to one page.

Microsoft Word Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for Microsoft Word

Download the Blank Problem-Solution-Impact Case Study Template for Microsoft Word

When to Use This Template:  Marketing teams can use this template to showcase a complete narrative, from identifying a specific challenge through the solutions applied to the tangible impacts achieved. Download the sample version that includes an example case study for helpful guidance on crafting a comprehensive report. 

Notable Template Features: This template sports a structured, three-part storytelling approach, emphasizing the cause-and-effect relationship in case studies. Complete side-by-side comparisons, past vs. current year analyses, and year-over-year bar charts to present comparative data.

Microsoft Word Comparative Study Template

Download the Sample Comparative Study Template for Microsoft Word

Download the Blank Comparative Study Template for Microsoft Word

When to Use This Template:  Users who need to conduct side-by-side comparisons of products, strategies, or performance metrics should download this template. Opt for the version with sample copy to get an idea of how the completed document should look. 

Notable Template Features: This template’s structured design facilitates direct comparisons with sections such as side-by-side comparisons and year-over-year performance analysis — unlike others that may focus on narrative or single-subject analysis. It's specifically crafted to simplify the visualization of comparative data, making it a go-to for analytical and data-driven presentations.

Microsoft Word Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for Microsoft Word

Download the Blank Case Study Storyboard Template for Microsoft Word

When to Use This Template:  This template is tailor-made for those who want to present their case studies in a visually compelling storytelling format and make complex information more relatable and memorable. Leverage the sample version of this template, which uses an example of a fictional EV-charging company as a visual guide to help you create an engaging storyboard case study. 

Notable Template Features: Unlike other templates that focus on traditional text-heavy layouts, this storyboard template emphasizes visual storytelling, using a series of illustrations and graphics to guide the audience through the case study.

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

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Figma Case study templates

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UX Case Study Template made to help UX Designers create and organize their case study without any struggle.

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Long form research case study template with customizable styles.

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Case Study Templates

49 free case study examples & templates.

A case study is a report of an event, problem or activity. A case study format usually contains a hypothetical or real situation. It would also include any intricacies you might come across in the workplace.

You can use a case study to help you see how these intricacies might affect decisions.

Table of Contents

• 1 Case Study Templates
• 2 Common types of case study templates
• 3 Case Study Examples
• 4 Benefits of using case study templates in businesses
• 5 Case Study Formats
• 6 Tips for writing a case study template
• 7.1 Decide on the type of case study you will perform
• 7.2 Reach out to potential participants for your case study
• 7.3 Prepare your questions
• 7.4 Lay out the case study

When you make a case analysis format, you would have to analyze the situation at hand. You have to apply your own thinking skills and knowledge when performing the case study.

Also, doing this will hone your reasoning skills and your ability to draw conclusions. An effective case study example should:

• Have their basis from real-life situations but you may conceal identities.
• Consist of a number of parts which would end with points for discussion.
• Include enough information the reader can use to deal with issues and problems.
• Be very believable for anyone who reads it.

A case study is a type of research methodology. It’s typically utilized in social sciences. When you do this, you’d have to study a phenomenon or issue from a real-life perspective.

Such studies are usually based on in-depth analysis of a person, a group or even an event. You perform them to investigate the underlying causes of specific principles.

Common types of case study templates

Anyone who wants to perform a collective study may use a case study format. You can create a case analysis format on your own or download a template from here.

When you use such templates, you won’t have to think about what you need to include in your document. You can focus more on the individual, group, or event that you’re studying.

You can use different types of templates you can use for your case study. These include:

• Student case study template
• Nursing case study template
• Clinical case study template
• Memorial hospital case study template
• Basic psychology case study template
• Treatment injury case study template

Create or find a template which would suit your own needs. There aren’t any strict formats for these documents. The process is more important. In fact, some people see a case study as a type of research strategy. You can use it to investigate a phenomenon and see its influence over time. When do the process, you’d need a template to input all the information from your study.

Case Study Examples

Benefits of using case study templates in businesses

Before we discuss how to write a case study, let’s go through its benefits. The document you create while conducting your study is very relevant. When decision-makers do research on a new product, they would use this document as a reference.

They can help you identify possible solutions to their problems. This is why it’s important to keep the documents along with other important files. Serving as a reference is only one of the benefits of creating and using such templates. Here are the other benefits:

• To help influence customers more effectively In businesses, customer testimonials are extremely important. You can use them to see what you need to do to keep your business going. A case study example can be a form of support from a satisfied customer given directly to the business. You can use the template to bulk up your marketing campaign. It can serve the same purpose as product reviews on online shops like Amazon. These reviews can sway the buyers in a positive way. So you can use the case study to raise awareness on how to serve your customers more effectively. This will help encourage your customers and increase sales .
• To help encourage empathy The information contained within the document may help encourage empathy in its readers. In businesses, it may help the customers see how the product will help or work for them. To make it more effective, the document should focus on the readers and not the product you’re selling. You can describe real-life issues and explain how your product helped solve them. This would make the customers see why they need your product. It may also help your customers see why they need to patronize your business over others.
• To show that you understand and care for the customers When it comes to businesses, case studies are usually focused on their products and sales. However, this isn’t advisable as customers aren’t really fooled by such strategies. Instead, your document should address questions and issues which your customers frequently encounter. When you create such a document through your study, it will show that you care about the customers. It will help them see that you put in an effort to understand them and cater to their needs.
• To strengthen the brand When you create a case study, you can use it to strengthen your brand. Since it’s typically based on real-life situations, it becomes relatable. Through this document, you can create an emotional connection with your customers. If you can execute the study and the document well, it will be very beneficial for your business . You can show the customers that you have what they need. This will help make your brand stronger and more established.
• To repurpose content Finally, you can also use the document’s content for other things. This serves as a benefit because repurposing the content will save you a lot of time and money. You can use the document as a reference to create other written works for your business. You can also use the document as a basis to create another case study in the future. Create a similar template which focuses on other types of customers. These customers are the ones who patronize your business.

Case Study Formats

Tips for writing a case study template

You can use case studies for different purposes. In social science, it can help you understand the situations and problems of other people. In education, it can help you see how certain factors affect student academics.

In businesses, it can help earn the trust of potential customers. But do you know how to write a case study?

For some people, writing a case analysis format comes easy. For some, they need to look at some case study examples before they start making their own document. You can also download a template from here if you want to make things easier for you.

Case Analysis Formats

If you want to prove something you believe in, you need to create a compelling case study template. When you’ve done so, this will have a powerfully positive impact on what you made it for. Here are some tips, steps, and guidelines to help you out:

Decide on the type of case study you will perform

First and foremost, you need to determine which type of case study you will perform. You need to plan your case study well. You don’t just pick a topic then write about it. You need to find a cause you really believe in or a problem you want to solve.

In business, you need to focus on your customers. If you want to sell your products and services, think about your customers. Here are some things you can consider when making a case study for your business:

• When you make your study, be sure you have an extensive knowledge of your products. Without this knowledge, you won’t be able to create an effective document. One which will connect with your readers or your customers.
• If you want to show the best side of your business, be smart when creating your document. Find customers who have wonderful things to say about your product. Use their testimonials in your document. Do this to encourage your readers to support your business.
• Remember that the case study can help strengthen your brand. That’s why it’s important to create a study which will really make your business stand out. Think about how you’d like to present your information.

Reach out to potential participants for your case study

Without participants, you won’t have a case study. Prepare everything you need to before reaching out to your potential participants. Ensure them that there will always be open communication throughout the process.

This means that you’d have to prepare your timeline and expectations right away. This will help avoid any delays in the process.

Before talking to participants, you should already know what you’ll ask of them. For instance, you may want to ask permission to share the information you gather publicly.

You can send a letter or an email to your participants asking them to be part of your study. In the letter, include what you expect from them and what they can expect from you.

This will give them a good idea of what they need to do and prepare. Your introductory letter should contain:

• A clear and concise explanation of your purpose for creating the case study. Also, indicate how you will use the information you collect.
• A statement which would define the information which you’re planning to include. This is especially important if you will add trademarked information about a company.
• A clear explanation of your expectations from the participants. If you have any expectations which extend beyond your case study, explain them too.
• A note about any compensation you’re offering to the participants.

You may also add other information as needed. After you’ve sent out your letter, there’s a whole process which would follow. From acceptance of your offer to the final approval, you need to know all the steps:

• First off, your participants need to accept your offer/proposal. Once they’ve done that, you can include them in your list of participants for the case study.
• Then, you can give your participants a questionnaire to complete. This would help you out as the information would come directly from them. A questionnaire is a very effective way to collect data from your participants.
• After this, you can interview your participants too. Schedule an interview with each of your participants. Before this though, you should have already prepared all your questions.
• Then you can start making a draft of your case study template. If you’re working with a team, have them review your draft before finalizing it. Otherwise, you can ask your superior or manager to review your document.
• After this, you can finalize your case study. Just make sure that you’ve checked and verified all the information on it.

If your participants ask for it, you can give them a copy of your finalized study. Either that or you can tell them where they can access the document. Do this if you’ve posted it online like on your company’s website .

Case study format may vary depending on different factors. These include the nature of the situation, how you intend to use the information, and more.

Prepare your questions

Let’s go back to the interview process. Before you give the questionnaires to your participants, prepare your questions. The same thing goes for your interviews. If you want to make a strong case study, you should have strong questions too.

Here are some examples to start you off. These are great questions to ask if you’re conducting a study for your business:

• What are you looking for in a product?
• Have you experienced any challenges before purchasing our product?
• What makes our product stand out?
• Why did you make the decision to choose our product?
• What benefits have you gained from using our product?

These are some excellent questions which will give you very useful information. The best part is, you’ll gather the data straight from your participants.

Lay out the case study

Finally, when you have all the information you need, you can start laying out your case study. There aren’t any standard rules for structuring this document. However, it’s important to include certain elements to make the document effective.

These include:

• The title which should be brief but compelling.
• The executive summary . This would describe the document in a brief but interesting way.
• The introduction which would contain information about you and your organization.
• The challenges which would describe the problem or issues. Those which pushed you to create the study.
• The description which states how you helped solve the problem.
• The results of your case study.

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Writing A Case Study

Case Study Format

Simple Case Study Format for Students to Follow

People also read

A Complete Case Study Writing Guide With Examples

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

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

Many students struggle with case study writing !

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

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

So, let’s get started!

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

How to Format a Case Study 

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

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

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

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

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

An introduction about what the case study is all about.

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

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

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

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

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

Case Study Formatting Guidelines 

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

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

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

How To Write A Case Study Pdf

Case Study Format Template

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

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

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

Case Study Format Examples

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

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

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

APA Case Study Format

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

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

Business Case Study Format

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

Case Study Format For MBA Students

Case Study Format Nursing

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

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

Nursing Case Study Format

Harvard Business School Case Study Format

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

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Medical Case Study Format

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

Case Study Format Psychology 

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

Case Study Format Psychology

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

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

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

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

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

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Keep reading

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

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

What Is a Case Study?

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

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

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

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

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

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

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

Types of Case Studies

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

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

Need a compelling case study? EssayPro has got you covered. Our experts are ready to provide you with detailed, insightful case studies that capture the essence of real-world scenarios. Elevate your academic work with our professional assistance.

Case Study Format

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

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

How to Write a Case Study

Let's discover how to write a case study.

Setting Up the Research

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

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

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

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

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

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Case Study Outline

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

Introduction

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

Writing a Case Study Draft

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

• 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.
• 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.
• 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.
• 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.
• 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 .

Get Help Form Qualified Writers

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

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What Is A Case Study?

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

Daniel Parker

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

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

Related Articles

How to Write a UX Case Study in 10 Steps

When you're starting out as a UX designer, you know that you need case studies for your portfolio. However, there's not a lot of concrete information out there on exactly what should be in a case study. People have different expectations for UX case studies, so in this article, we'll guide you through 10 steps to build a solid UX/UI case study.

If you really want to showcase your work effectively, approach your case study with the same diligence you would apply to a design project. Don’t just throw something together quickly because you need to fill your portfolio. You’ll miss a valuable opportunity to stand out. Think of creating a case study as a project in itself:

• Begin with research and inspiration : Look at other successful projects and case studies.
• Choose the content to highlight : Focus on the most impactful aspects of your work.
• Sketch layouts or structures : Plan how you’ll present your information visually.
• Develop a wireframe : Create a rough layout for your case study.
• Refine the design and visual presentation : Ensure your case study is visually appealing and consistent.
• Plan your release : Think about when and where you’ll publish your case study; consider a small social media campaign.
• Extend your reach : Write additional blog posts, articles, or use other project elements to generate interest.

🧠 Uxcel top tip: A compelling title is crucial for drawing readers in. Avoid generic titles like "Landing Page Case Study." Instead, be creative and engaging. For example, "From Clicks to Conversions: Enhancing Our Landing Page UX" is more likely to capture attention.

What is a Case Study?

A case study in UI/UX is a comprehensive narrative of a design project. It details the designer's approach to solving a user interface or user experience problem, including the project’s background, the problem addressed, the designer's role, and the steps taken. This format can significantly boost your chances of getting hired.

Purpose of a Case Study

The purpose of a case study is to:

• Communicate design thinking : Recruiters seek candidates who can explain their designs clearly and appealingly.
• Showcase skills and process : Highlight your abilities, thought processes, choices, and actions in context through engaging, image-supported stories.
• Engage recruiters quickly : Enhance your portfolio with 2–3 case studies featuring your best writing and captivating visuals to capture recruiters’ interest within 5 minutes.

10 Steps to Create a UX/UI Case Study

Step 1. introduction.

Your introduction sets the stage for your case study, providing readers with a clear understanding of the project's background and your involvement. Here’s how to craft a compelling introduction:

Explain the project

• Overview : Start with a brief description of the project. What is it about? Is it a mobile app, a website redesign, or a new feature?
• Your role: Clearly define your role in the project. Were you the lead designer, a team member, or focused on a specific area like user research or visual design? If you collaborated with teammates, be sure to acknowledge their contributions.
• The scenario : Provide some context for the project. Why was it initiated? What were the business goals or user needs that drove the project?

Set the context

• Project background : Give a brief background of the project. Mention any relevant details such as the industry, target audience, and the problem that needed solving.
• What you’ll cover : Outline what your case study will discuss. This gives readers a roadmap of what to expect.

Step 2. Define the objectives

Defining the objectives of your project is crucial for setting the direction and scope of your work. This step involves clearly outlining what you aim to achieve and how you plan to get there.

• Clearly state objectives : Articulate the specific goals you aimed to achieve with the project. This helps readers understand your focus and the criteria for success. For example, the main objective could be to improve user satisfaction scores related to the checkout process and decrease the overall time taken to complete a purchase by 30%.
• Define success metrics : Mention the key performance indicators (KPIs) or metrics you will use to measure the success of your project. This adds a quantitative aspect to your objectives. In the realm of the checkout scenario, the metrics could be checkout completion rate, user satisfaction scores from post-purchase surveys, and the average time to complete a transaction.

Step 3. Research goals and methods

Research is a critical component of any UX/UI project. It provides the foundation for understanding user needs, identifying pain points, and informing design decisions. This step involves setting clear research goals, using appropriate methods, and sharing valuable insights.

• Understand user needs : Define what you aim to learn about your users, including their behaviors, preferences, motivations, and pain points.
• Identify pain points : Specify the problems you need to uncover, focusing on areas where users struggle or express frustration.
• Gather feedback : Describe how you will collect feedback from users about existing or proposed designs.
• Explain research methods : Use methods such as one-on-one interviews, surveys, competitive analysis, and analytics review. Explain how these methods will help you achieve your goals.
• Detail your findings : Summarize the most important insights gained from your research, which should directly inform your design decisions.

🧠 Uxcel top tip: Share snippets of interviews or research deliverables to add visual interest to your process. However, don’t overdo it—no one wants to read four pages of interview transcripts.

Step 4. Define the problem

Defining the problem is crucial, as some designs may look great but solve non-existent issues or overlook more important ones.

• Clearly state the issue : Ensure readers understand the specific problem by describing it in precise terms. A well-defined problem should be specific and measurable, such as "users struggle to find their account settings" instead of a vague statement like "the app is confusing."
• Provide context : Offer detailed information about the problem uncovered during research. Specify the conditions under which the problem occurs, the affected user segments, and any relevant data.

Step 5. Define the audience

Defining your audience is essential for creating a product that meets user needs effectively.

• Identify target users : Clearly understand who will use or is already using the app or product. Determine the demographics, behaviors, and needs of your primary users.
• Create personas : Develop detailed personas to represent your target audience. These should include information such as age, occupation, goals, challenges, and preferences to help guide your design decisions.

Explore how to create personas in the Personas in UX Research lesson, which is part of the UX Research course.

Step 6. Brainstorming

Brainstorming is a crucial step where creativity and collaboration come into play. It’s about generating a wide range of ideas and narrowing them down to the most viable solutions.

• Use ideation techniques : Describe the ideation techniques you and/or your team used if any, such as brainwriting, SCAMPER, Crazy 8s, mind mapping, affinity diagrams, and sketching. Explain how these techniques helped in exploring different aspects of the problem and generating innovative solutions.
• Generate and share ideas : Present the initial ideas that emerged during brainstorming sessions. This can include rough sketches, mind maps, or notes from whiteboard sessions. Highlight the diversity of ideas and the collaborative effort.

Explore efficient ideation techniques in the Ideation Techniques & Challenges lesson, which is part of the Design Thinking course.

Step 7. Share your process

Sharing your process is vital for demonstrating how you approached the project and the reasoning behind your decisions. Include user flows, information architecture, and initial wireframes to show the evolution of your design. Along the way, briefly explain why you made certain design choices and how they address the problem or enhance the user experience.

🧠 Uxcel top tip : Don't expect people to read everything. Find the balance between showing your design work and articulating your decisions. If you need to describe some of the decisions you made or explain the process in more detail, try writing on Medium or your personal/company blog and then link it to your case study.

Step 8. Provide your solution

This step is where you showcase the final solution to the problem you’ve been addressing. It's your opportunity to present your design work and explain how it effectively resolves the identified issues.

• Present designs or interactive prototypes : Demonstrate how users interact with your design. You can even record videos to show key interactions and transitions.
• Color palette : Share your thoughts on how the selected color palette supports the overall design and brand identity. Provide color swatches and examples of how colors are applied in the interface.
• Typography : Describe the typography used in your design and its impact on readability and aesthetics. Include examples of headers, body text, and other typographic elements.

Include any additional design assets or elements that contribute to the final solution, such as icons, imagery, and illustrations.

Step 9. Testing and iteration

If you conducted testing and iterations after the launch, this is the step to discuss it. Sharing these insights shows how you refined your designs to create a better user experience.

• Share testing insights : briefly mention the reasons for testing, the methods used, and the findings.
• Detail improvements : Describe the specific changes made based on the testing feedback. Highlight how these iterations improved the user experience and addressed any identified issues.

Step 10. Conclusion and final thoughts

This final step should be concise but informative. Reflect on the process and share your final thoughts and any lessons learned throughout the project. If possible, include specific metrics or feedback to demonstrate the impact of your work.

Explore our design brief to test your skills by creating a UX/UI case study for a landing page that embraces diversity and inclusivity principles.

Tips for a Successful Case Study

• Permission : Get your employer’s or client’s permission before selecting a project for a case study, especially if you've signed a non-disclosure agreement (NDA).
• Consistency : Use cohesive color palettes from tools like Coolors or Adobe Color to ensure a clean and consistent presentation.
• Brand personality : If relevant, discuss the brand personality and design principles in your case study.

🧠 Uxcel top tip: Set an eye-catching cover image. If you don't have many followers yet, attracting attention can be challenging. We recommend giving special attention to the cover image of your case study—something that stands out and grabs people's attention as they scroll through their feed. Ask yourself: "What will make my project noticeable at first glance?"

Writing a UX case study is crucial for your career, especially when you're just starting out. A well-crafted case study not only showcases your skills but also demonstrates your ability to think critically and solve problems effectively. By including every necessary step—from initial research to final design—you can present a comprehensive and compelling narrative that highlights both your qualitative and quantitative research. This thorough approach will captivate your audience, impress potential employers, and significantly increase your chances of landing your dream job.

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How to Write a Business Case (Template Included)

Table of Contents

What is a business case, how to write a business case, business case template, watch our business case training video, key elements of a business case, how projectmanager helps with your business case.

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. Business cases are prepared during the project initiation phase and their purpose is to include all the project’s objectives, costs and benefits to convince stakeholders of its value.

A business case is an important project document to prove to your client, customer or stakeholder that the project proposal you’re pitching is a sound investment. Below, we illustrate the steps to writing one that will sway them.

The need for a business case is that it collects the financial appraisal, proposal, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Once your business case is approved by the project stakeholders, you can begin the project planning phase.

Projects fail without having a solid business case to rest on, as this project document is the base for the project charter and project plan. But if a project business case is not anchored to reality, and doesn’t address a need that aligns with the larger business objectives of the organization, then it is irrelevant.

Get your free

Use this free Business Case Template for Word to manage your projects better.

The research you’ll need to create a strong business case is the why, what, how and who of your project. This must be clearly communicated. The elements of your business case will address the why but in greater detail. Think of the business case as a document that is created during the project initiation phase but will be used as a reference throughout the project life cycle.

Whether you’re starting a new project or mid-way through one, take time to write up a business case to justify the project expenditure by identifying the business benefits your project will deliver and that your stakeholders are most interested in reaping from the work. The following four steps will show you how to write a business case.

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

You should “Lead with the need.” Your first job is to figure out what that problem or opportunity is, describe it, find out where it comes from and then address the time frame needed to deal with it.

This can be a simple statement but is best articulated with some research into the economic climate and the competitive landscape to justify the timing of the project.

Step 2: Identify the Alternative Solutions

How do you know whether the project you’re undertaking is the best possible solution to the problem defined above? Naturally, prioritizing projects is hard, and the path to success is not paved with unfounded assumptions.

One way to narrow down the focus to make the right solution clear is to follow these six steps (after the relevant research, of course):

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

Step 3: Recommend a Preferred Solution

You’ll next need to rank the solutions, but before doing that it’s best to set up criteria, maybe have a scoring mechanism such as a decision matrix to help you prioritize the solutions to best choose the right one.

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

Regardless of your approach, once you’ve added up your numbers, the best solution to your problem will become evident. Again, you’ll want to have this process also documented in your business case.

Step 4: Describe the Implementation Approach

So, you’ve identified your business problem or opportunity and how to reach it, now you have to convince your stakeholders that you’re right and have the best way to implement a process to achieve your goals. That’s why documentation is so important; it offers a practical path to solve the core problem you identified.

Now, it’s not just an exercise to appease senior leadership. Who knows what you might uncover in the research you put into exploring the underlying problem and determining alternative solutions? You might save the organization millions with an alternate solution than the one initially proposed. When you put in the work on a strong business case, you’re able to get your sponsors or organizational leadership on board with you and have a clear vision as to how to ensure the delivery of the business benefits they expect.

Our business case template for Word is the perfect tool to start writing a business case. It has 9 key business case areas you can customize as needed. Download the template for free and follow the steps below to create a great business case for all your projects.

One of the key steps to starting a business case is to have a business case checklist. The following is a detailed outline to follow when developing your business case. You can choose which of these elements are the most relevant to your project stakeholders and add them to our business case template. Then once your business case is approved, start managing your projects with a robust project management software such as ProjectManager.

1. Executive Summary

The executive summary is a short version of each section of your business case. It’s used to give stakeholders a quick overview of your project.

2. Project Definition

This section is meant to provide general information about your projects, such as the business objectives that will be achieved and the project plan outline.

3. Vision, Goals and Objectives

First, you have to figure out what you’re trying to do and what is the problem you want to solve. You’ll need to define your project vision, goals and objectives. This will help you shape your project scope and identify project deliverables.

4. Project Scope

The project scope determines all the tasks and deliverables that will be executed in your project to reach your business objectives.

5. Background Information

Here you can provide a context for your project, explaining the problem that it’s meant to solve, and how it aligns with your organization’s vision and strategic plan.

6. Success Criteria and Stakeholder Requirements

Depending on what kind of project you’re working on, the quality requirements will differ, but they are critical to the project’s success. Collect all of them, figure out what determines if you’ve successfully met them and report on the results .

7. Project Plan

It’s time to create the project plan. Figure out the tasks you’ll have to take to get the project done. You can use a work breakdown structure template  to make sure you are through. Once you have all the tasks collected, estimate how long it will take to complete each one.

Project management software makes creating a project plan significantly easier. ProjectManager can upload your work breakdown structure template and all your tasks are populated in our tool. You can organize them according to your production cycle with our kanban board view, or use our Gantt chart view to create a project schedule.

8. Project Budget

Your budget is an estimate of everything in your project plan and what it will cost to complete the project over the scheduled time allotted.

9. Project Schedule

Make a timeline for the project by estimating how long it will take to get each task completed. For a more impactful project schedule , use a tool to make a Gantt chart, and print it out. This will provide that extra flourish of data visualization and skill that Excel sheets lack.

10. Project Governance

Project governance refers to all the project management rules and procedures that apply to your project. For example, it defines the roles and responsibilities of the project team members and the framework for decision-making.

11. Communication Plan

Have milestones for check-ins and status updates, as well as determine how stakeholders will stay aware of the progress over the project life cycle.

12. Progress Reports

Have a plan in place to monitor and track your progress during the project to compare planned to actual progress. There are project tracking tools that can help you monitor progress and performance.

Again, using a project management tool improves your ability to see what’s happening in your project. ProjectManager has tracking tools like dashboards and status reports that give you a high-level view and more detail, respectively. Unlike light-weight apps that make you set up a dashboard, ours is embedded in the tool. Better still, our cloud-based software gives you real-time data for more insightful decision-making. Also, get reports on more than just status updates, but timesheets, workload, portfolio status and much more, all with just one click. Then filter the reports and share them with stakeholders to keep them updated.

13. Financial Appraisal

This is a very important section of your business case because this is where you explain how the financial benefits outweigh the project costs . Compare the financial costs and benefits of your project. You can do this by doing a sensitivity analysis and a cost-benefit analysis.

14. Market Assessment

Research your market, competitors and industry, to find opportunities and threats

15. Competitor Analysis

Identify direct and indirect competitors and do an assessment of their products, strengths, competitive advantages and their business strategy.

16. SWOT Analysis

A SWOT analysis helps you identify your organization’s strengths, weaknesses, opportunities and threats. The strengths and weaknesses are internal, while the opportunities and threats are external.

17. Marketing Strategy

Describe your product, distribution channels, pricing, target customers among other aspects of your marketing plan or strategy.

18. Risk Assessment

There are many risk categories that can impact your project. The first step to mitigating them is to identify and analyze the risks associated with your project activities.

ProjectManager , an award-winning project management software, can collect and assemble all the various data you’ll be collecting, and then easily share it both with your team and project sponsors.

Once you have a spreadsheet with all your tasks listed, you can import it into our software. Then it’s instantly populated into a Gantt chart . Simply set the duration for each of the tasks, add any dependencies, and your project is now spread across a timeline. You can set milestones, but there is so much more you can do.

You have a project plan now, and from the online Gantt chart, you can assign team members to tasks. Then they can comment directly on the tasks they’re working on, adding as many documents and images as needed, fostering a collaborative environment. You can track their progress and change task durations as needed by dragging and dropping the start and end dates.

But that’s only a taste of what ProjectManager offers. We have kanban boards that visualize your workflow and a real-time dashboard that tracks six project metrics for the most accurate view of your project possible.

Try ProjectManager and see for yourself with this 30-day free trial .

If you want more business case advice, take a moment to watch Jennifer Bridges, PMP, in this short training video. She explains the steps you have to take in order to write a good business case.

Here’s a screenshot for your reference.

Transcription:

Today we’re talking about how to write a business case. Well, over the past few years, we’ve seen the market, or maybe organizations, companies or even projects, move away from doing business cases. But, these days, companies, organizations, and those same projects are scrutinizing the investments and they’re really seeking a rate of return.

So now, think of the business case as your opportunity to package your project, your idea, your opportunity, and show what it means and what the benefits are and how other people can benefit.

We want to take a look today to see what’s in the business case and how to write one. I want to be clear that when you look for information on a business case, it’s not a briefcase.

Someone called the other day and they were confused because they were looking for something, and they kept pulling up briefcases. That’s not what we’re talking about today. What we’re talking about are business cases, and they include information about your strategies, about your goals. It is your business proposal. It has your business outline, your business strategy, and even your marketing plan.

Why Do You Need a Business Case?

And so, why is that so important today? Again, companies are seeking not only their project managers but their team members to have a better understanding of business and more of an idea business acumen. So this business case provides the justification for the proposed business change or plan. It outlines the allocation of capital that you may be seeking and the resources required to implement it. Then, it can be an action plan . It may just serve as a unified vision. And then it also provides the decision-makers with different options.

So let’s look more at the steps required to put these business cases together. There are four main steps. One, you want to research your market. Really look at what’s out there, where are the needs, where are the gaps that you can serve? Look at your competition. How are they approaching this, and how can you maybe provide some other alternatives?

You want to compare and finalize different approaches that you can use to go to market. Then you compile that data and you present strategies, your goals and other options to be considered.

And then you literally document it.

So what does the document look like? Well, there are templates out there today. The components vary, but these are the common ones. And then these are what I consider essential. So there’s the executive summary. This is just a summary of your company, what your management team may look like, a summary of your product and service and your market.

The business description gives a little bit more history about your company and the mission statement and really what your company is about and how this product or service fits in.

Then, you outline the details of the product or service that you’re looking to either expand or roll out or implement. You may even include in their patents may be that you have pending or other trademarks.

Then, you want to identify and lay out your marketing strategy. Like, how are you gonna take this to your customers? Are you going to have a brick-and-mortar store? Are you gonna do this online? And, what are your plans to take it to market?

You also want to include detailed information about your competitor analysis. How are they doing things? And, how are you planning on, I guess, beating your competition?

You also want to look at and identify your SWOT. And the SWOT is your strength. What are the strengths that you have in going to market? And where are the weaknesses? Maybe some of your gaps. And further, where are your opportunities and maybe threats that you need to plan for? Then the overview of the operation includes operational information like your production, even human resources, information about the day-to-day operations of your company.

And then, your financial plan includes your profit statement, your profit and loss, any of your financials, any collateral that you may have, and any kind of investments that you may be seeking.

So these are the components of your business case. This is why it’s so important. And if you need a tool that can help you manage and track this process, then sign up for our software now at ProjectManager .

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Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

APA Sample Paper

Welcome to the Purdue OWL

This page is brought to you by the OWL at Purdue University. When printing this page, you must include the entire legal notice.

Copyright ©1995-2018 by The Writing Lab & The OWL at Purdue and Purdue University. All rights reserved. This material may not be published, reproduced, broadcast, rewritten, or redistributed without permission. Use of this site constitutes acceptance of our terms and conditions of fair use.

Note:  This page reflects the latest version of the APA Publication Manual (i.e., APA 7), which released in October 2019. The equivalent resource for the older APA 6 style  can be found here .

Media Files: APA Sample Student Paper  ,  APA Sample Professional Paper

This resource is enhanced by Acrobat PDF files. Download the free Acrobat Reader

Note: The APA Publication Manual, 7 th Edition specifies different formatting conventions for student  and  professional  papers (i.e., papers written for credit in a course and papers intended for scholarly publication). These differences mostly extend to the title page and running head. Crucially, citation practices do not differ between the two styles of paper.

However, for your convenience, we have provided two versions of our APA 7 sample paper below: one in  student style and one in  professional  style.

Note: For accessibility purposes, we have used "Track Changes" to make comments along the margins of these samples. Those authored by [AF] denote explanations of formatting and [AWC] denote directions for writing and citing in APA 7. 

APA 7 Student Paper:

Apa 7 professional paper:.

Home / Guides / Citation Guides / APA Format

APA Format for Students & Researchers

In this guide, students and researchers can learn the basics of creating a properly formatted research paper according to APA guidelines.

It includes information on how to conceptualize, outline, and format the basic structure of your paper, as well as practical tips on spelling, abbreviation, punctuation, and more. The guide concludes with a complete sample paper as well as a final checklist that writers can use to prepare their work for submission.

APA Paper Formatting Basics

• All text should be double-spaced
• Use one-inch margins on all sides
• All paragraphs in the body are indented
• Make sure that the title is centered on the page with your name and school/institution underneath
• Use 12-point font throughout
• All pages should be numbered in the upper right hand corner
• The manual recommends using one space after most punctuation marks
• A shortened version of the title (“running head”) should be placed in the upper left hand corner

Table of Contents

Here’s a quick rundown of the contents of this guide on how to do APA format.

Information related to writing and organizing your paper:

• Paper and essay categories

General paper length

• Margin sizes
• Title pages
• Running Heads
• APA Outline
• APA Abstract
• The body of papers
• APA headings and subheadings
• Use of graphics (tables and figures)

Writing style tips:

Proper tone.

• Reducing bias and labels
• Abbreviation do’s and don’ts
• Punctuation
• Number rules

Citing Your Sources:

• Citing Sources
• In-text Citations
• Reference Page

Proofing Your Paper:

• Final checklist
• Submitting your project

APA Information:

• What is APA
• APA 7 Updates

What you won’t find in this guide: This guide provides information related to the formatting of your paper, as in guidelines related to spacing, margins, word choice, etc. While it provides a general overview of APA references, it does not provide instructions for how to cite in APA format.

For step-by-step instructions for citing books, journals, how to cite a website in APA format, information on an APA format bibliography, and more, refer to these other EasyBib guides:

• APA citation (general reference guide)
• APA In-text citation
• APA article citation
• APA book citation
• APA citation website

Or, you can use our automatic generator. Our APA formatter helps to build your references for you. Yep, you read that correctly.

Writing and Organizing Your APA Paper in an Effective Way

This section of our guide focuses on proper paper length, how to format headings, spacing, and more! This information can be found in Chapter 2 of the official manual (American Psychological Association, 2020, pp. 29-67).

Categories of papers

Before getting into the nitty-gritty details related to APA research paper format, first determine the type of paper you’re about to embark on creating:

Empirical studies

Empirical studies take data from observations and experiments to generate research reports. It is different from other types of studies in that it isn’t based on theories or ideas, but on actual data.

Literature reviews

These papers analyze another individual’s work or a group of works. The purpose is to gather information about a current issue or problem and to communicate where we are today. It sheds light on issues and attempts to fill those gaps with suggestions for future research and methods.

Theoretical articles

These papers are somewhat similar to a literature reviews in that the author collects, examines, and shares information about a current issue or problem, by using others’ research. It is different from literature reviews in that it attempts to explain or solve a problem by coming up with a new theory. This theory is justified with valid evidence.

Methodological articles

These articles showcase new advances, or modifications to an existing practice, in a scientific method or procedure. The author has data or documentation to prove that their new method, or improvement to a method, is valid. Plenty of evidence is included in this type of article. In addition, the author explains the current method being used in addition to their own findings, in order to allow the reader to understand and modify their own current practices.

Case studies

Case studies present information related an individual, group, or larger set of individuals. These subjects are analyzed for a specific reason and the author reports on the method and conclusions from their study. The author may also make suggestions for future research, create possible theories, and/or determine a solution to a problem.

Since APA style format is used often in science fields, the belief is “less is more.” Make sure you’re able to get your points across in a clear and brief way. Be direct, clear, and professional. Try not to add fluff and unnecessary details into your paper or writing.  This will keep the paper length shorter and more concise.

Margin sizes in APA Format

When it comes to margins, keep them consistent across the left, right, top, and bottom of the page. All four sides should be the same distance from the edge of the paper. It’s recommended to use at least one-inch margins around each side. It’s acceptable to use larger margins, but the margins should never be smaller than an inch.

Title pages in APA Format

The title page, or APA format cover page, is the first page of a paper or essay. Some teachers and professors do not require a title page, but some do. If you’re not sure if you should include one or not, ask your teacher. Some appreciate the page, which clearly displays the writer’s name and the title of the paper.

The APA format title page for student papers includes six main components:

• the title of the APA format paper
• names of all authors
• institutional affiliation
• course number and title
• instructor’s name

Title pages for professional papers  also require a running head; student papers do not.

Some instructors and professional publications also ask for an author’s note. If you’re required or would like to include an author’s note, place it below the institutional affiliation. Examples of information included in an author’s note include an ORCID iD number, a disclosure, and an acknowledgement.

Here are key guidelines to developing your title page:

• The title of the paper should capture the main idea of the essay, but should not contain abbreviations or words that serve no purpose. For example, instead of using the title “A Look at Amphibians From the Past,” title the paper “Amphibians From the Past.” Delete the unnecessary fluff!
• Center the title on the page and place it about 3-4 lines from the top.
• The title should be bolded, in title case, and the same font size as your other page text. Do not underline or italicize the title. Other text on the page should be plain (not bolded , underlined, or italicized ). 
• All text on the title page should be double-spaced. The APA format examples paper below displays proper spacing, so go take a look!
• Do not include any titles in the author’s name such as Dr. or Ms. In contrast, for your instructor’s name, use the form they prefer (e.g., Sagar Parekh, PhD; Dr. Minako Asato; Professor Nathan Ian Brown; etc.).
• The institutional affiliation is the school the author attends or the location where the author conducted the research.

In a hurry? Try the  EasyBib title page maker to easily create a title page for free.

Sample of an APA format title page for a student paper:

Sample of title page for a professional paper:

Running heads in APA Format

The 7th edition of the American Psychological Association Publication Manual (p. 37) states that running heads are not required for student papers unless requested by the instructor. Student papers still need a page number included in the upper right-hand corner of every page. The 6th edition required a running head for student papers, so be sure to confirm with your instructor which edition you should follow. Of note, this guide follows the 7th edition.

Running heads are required for professional papers (e.g., manuscripts submitted for publication). Read on for instructions on how to create them.

Are you wondering what is a “running head”? It’s basically a page header at the top of every page. To make this process easier, set your word processor to automatically add these components onto each page. You may want to look for “Header” in the features.

A running head/page header includes two pieces:

• the title of the paper
• page numbers.

Insert page numbers justified to the right-hand side of the APA format paper (do not put p. or pg. in front of the page numbers).

For all pages of the paper, including the APA format title page, include the “TITLE OF YOUR PAPER” justified to the left in capital letters (i.e., the running head). If your full title is long (over 50 characters), the running head title should be a shortened version.

Preparing outlines in APA Format

Outlines are extremely beneficial as they help writers stay organized, determine the scope of the research that needs to be included, and establish headings and subheadings.

There isn’t an official or recommended “APA format for outline” structure. It is up to the writer (if they choose to make use of an outline) to determine how to organize it and the characters to include. Some writers use a mix of roman numerals, numbers, and uppercase and lowercase letters.

Even though there isn’t a required or recommended APA format for an outline, we encourage writers to make use of one. Who wouldn’t want to put together a rough outline of their project? We promise you, an outline will help you stay on track.

Here’s our version of how APA format for outlines could look:

Don’t forget, if you’re looking for information on APA citation format and other related topics, check out our other comprehensive guides.

How to form an abstract in APA

An APA format abstract (p. 38) is a summary of a scholarly article or scientific study. Scholarly articles and studies are rather lengthy documents, and abstracts allow readers to first determine if they’d like to read an article in its entirety or not.

You may come across abstracts while researching a topic. Many databases display abstracts in the search results and often display them before showing the full text of an article or scientific study. It is important to create a high quality abstract that accurately communicates the purpose and goal of your paper, as readers will determine if it is worthy to continue reading or not.

Are you wondering if you need to create an abstract for your assignment? Usually, student papers do not require an abstract. Abstracts are not typically seen in class assignments, and are usually only included when submitting a paper for publication. Unless your teacher or professor asked for it, you probably don’t need to have one for your class assignment.

If you’re planning on submitting your paper to a journal for publication, first check the journal’s website to learn about abstract and APA paper format requirements.

Here are some helpful suggestions to create a dynamic abstract:

• Abstracts are found on their own page, directly after the title or cover page.
• Professional papers only (not student papers): Include the running head on the top of the page.
• On the first line of the page, center the word “Abstract” (but do not include quotation marks).
• On the following line, write a summary of the key points of your research. Your abstract summary is a way to introduce readers to your research topic, the questions that will be answered, the process you took, and any findings or conclusions you drew. Use concise, brief, informative language. You only have a few sentences to share the summary of your entire document, so be direct with your wording.
• This summary should not be indented, but should be double-spaced and less than 250 words.
• If applicable, help researchers find your work in databases by listing keywords from your paper after your summary. To do this, indent and type Keywords : in italics.  Then list your keywords that stand out in your research. You can also include keyword strings that you think readers will type into the search box.
• Active voice: The subjects reacted to the medication.
• Passive voice: There was a reaction from the subjects taking the medication.
• Instead of evaluating your project in the abstract, simply report what it contains.
• If a large portion of your work includes the extension of someone else’s research, share this in the abstract and include the author’s last name and the year their work was released.

APA format example page:

Here’s an example of an abstract:

Visual design is a critical aspect of any web page or user interface, and its impact on a user’s experience has been studied extensively. Research has shown a positive correlation between a user’s perceived usability and a user’s assessment of visual design. Additionally, perceived web quality, which encompasses visual design, has a positive relationship with both initial and continued consumer purchase intention. However, visual design is often assessed using self-report scale, which are vulnerable to a few pitfalls. Because self-report questionnaires are often reliant on introspection and honesty, it is difficult to confidently rely on self-report questionnaires to make important decisions. This study aims to ensure the validity of a visual design assessment instrument (Visual Aesthetics of Websites Inventory: Short version) by examining its relationship with biometric (variables), like galvanic skin response, pupillometry, and fixation information. Our study looked at participants assessment of a webpage’s visual design, and compared it to their biometric responses while viewing the webpage. Overall, we found that both average fixation duration and pupil dilation differed when participants viewed web pages with lower visual design ratings compared to web pages with a higher visual design rating.

Keywords : usability, visual design, websites, eye tracking, pupillometry, self-report, VisAWI

The body of an APA paper

On the page after the title page (if a student paper) or the abstract (if a professional paper), begin with the body of the paper.

Most papers follow this format:

• At the top of the page, add the page number in the upper right corner of all pages, including the title page.
• On the next line write the title in bold font and center it. Do not underline or italicize it.
• Begin with the introduction and indent the first line of the paragraph. All paragraphs in the body are indented.

Sample body for a student paper:

Most scientific or professional papers have additional sections and guidelines:

• Start with the running head (title + page number). The heading title should be in capital letters. The abstract page should be page 2.
• The introduction presents the problem and premise upon which the research was based. It goes into more detail about this problem than the abstract.
• Begin a new section with the Method and use this word as the subtitle. Bold and center this subtitle. The Method section shows how the study was run and conducted. Be sure to describe the methods through which data was collected.
• Begin a new section with the Results . Bold and center this subtitle. The Results section summarizes your data. Use charts and graphs to display this data.
• Draw conclusions and support how your data led to these conclusions.
• Discuss whether or not your hypothesis was confirmed or not supported by your results.
• Determine the limitations of the study and next steps to improve research for future studies.

Sample body for a professional paper:

Keep in mind, APA citation format is much easier than you think, thanks to EasyBib.com. Try our automatic generator and watch how we create APA citation format references for you in just a few clicks. While you’re at it, take a peek at our other helpful guides, such as our APA reference page guide, to make sure you’re on track with your research papers.

Proper usage of headings & subheadings in APA Format

Headings (p. 47) serve an important purpose in research papers — they organize your paper and make it simple to locate different pieces of information. In addition, headings provide readers with a glimpse to the main idea, or content, they are about to read.

In APA format, there are five levels of headings, each with a different formatting:

• This is the title of your paper
• The title should be centered in the middle of the page
• The title should be bolded
• Use uppercase and lowercase letters where necessary (called title capitalization)
• Place this heading against the left margin
• Use bold letters
• Use uppercase and lowercase letters where necessary
• Place this heading against the left side margin
• End the heading with a period
• Indented in from the left margin

Following general formatting rules, all headings are double spaced and there are no extra lines or spaces between sections.

Here is a visual APA format template for levels of headings:

Use of graphics (tables and figures) in APA Format

If you’re looking to jazz up your project with any charts, tables, drawings, or images, there are certain APA format rules (pp. 195-250) to follow.

First and foremost, the only reason why any graphics should be added is to provide the reader with an easier way to see or read information, rather than typing it all out in the text.

Lots of numbers to discuss? Try organizing your information into a chart or table. Pie charts, bar graphs, coordinate planes, and line graphs are just a few ways to show numerical data, relationships between numbers, and many other types of information.

Instead of typing out long, drawn out descriptions, create a drawing or image. Many visual learners would appreciate the ability to look at an image to make sense of information.

Before you go ahead and place that graphic in your paper, here are a few key guidelines:

• Follow them in the appropriate numerical order in which they appear in the text of your paper. Example : Figure 1, Figure 2, Table 1, Figure 3.
• Example: Figure 1, Figure 2, Table 1, Figure 3
• Only use graphics if they will supplement the material in your text. If they reinstate what you already have in your text, then it is not necessary to include a graphic.
• Include enough wording in the graphic so that the reader is able to understand its meaning, even if it is isolated from the corresponding text. However, do not go overboard with adding a ton of wording in your graphic.
• Left align tables and figures

In our APA format sample paper , you’ll find examples of tables after the references. You may also place tables and figures within the text just after it is mentioned.

Is there anything better than seeing a neatly organized data table? We think not! If you have tons of numbers or data to share, consider creating a table instead of typing out a wordy paragraph. Tables are pretty easy to whip up on Google Docs or Microsoft Word.

General format of a table should be:

• Table number
• Choose to type out your data OR create a table. As stated above, in APA format, you shouldn’t have the information typed out in your paper and also have a table showing the same exact information. Choose one or the other.
• If you choose to create a table, discuss it very briefly in the text. Say something along the lines of, “Table 1 displays the amount of money used towards fighting Malaria.” Or, “Stomach cancer rates are displayed in Table 4.”
• If you’re submitting your project for a class, place your table close to the text where it’s mentioned. If you’re submitting it to be published in a journal, most publishers prefer tables to be placed in the back. If you’re unsure where to place your tables, ask!
• Include the table number first and at the top. Table 1 is the first table discussed in the paper. Table 2 is the next table mentioned, and so on. This should be in bold.
• Add a title under the number. Create a brief, descriptive title. Capitalize the first letter for each important word. Italicize the title and place it under the table number.
• Only use horizontal lines.
• Limit use of cell shading.
• Keep the font at 12-point size and use single or double spacing. If you use single spacing in one table, make sure all of the others use single spaces as well. Keep it consistent.
• All headings should be centered.
• In the first column (called the stub), center the heading, left-align the information underneath it (indent 0.15 inches if info is more than one line).
• Information in other columns should be centered.
• General . Information about the whole table.
• Specific . Information targeted for a specific column, row, or cell.
• Probability . Explains what certain table symbols mean. For example, asterisks,  p values, etc.

Here’s an APA format example of a table:

We know putting together a table is pretty tricky. That’s why we’ve included not one, but a few tables on this page. Scroll down and look at the additional tables in the essay in APA format example found below.

Figures represent information in a visual way. They differ from tables in that they are visually appealing. Sure, tables, like the one above, can be visually appealing, but it’s the color, circles, arrows, boxes, or icons included that make a figure a “figure.”

There are many commonly used figures in papers. Examples APA Format:

• Photographs
• Hierarchy charts

General format of a figure is the same as tables. This means each should include:

• Figure number

Use the same formatting tables use for the number, title, and note.

Here are some pointers to keep in mind when it comes to APA format for figures:

• Only include a figure if it adds value to your paper. If it will truly help with understanding, include it!
• Either include a figure OR write it all out in the text. Do not include the same information twice.
• If a note is added, it should clearly explain the content of the figure. Include any reference information if it’s reproduced or adapted.

APA format sample of a figure:

Photographs:

We live in a world where we have tons of photographs available at our fingertips.

Photographs found through Google Images, social media, stock photos made available from subscription sites, and tons of other various online sources make obtaining photographs a breeze. We can even pull out our cell phones, and in just a few seconds, take pictures with our cameras.

Photographs are simple to find, and because of this, many students enjoy using them in their papers.

If you have a photograph you would like to include in your project, here are some guidelines from the American Psychological Association.

• Create a reference for the photograph. Follow the guidelines under the table and figure sections above.
• Do not use color photos. It is recommended to use black and white. Colors can change depending on the reader’s screen resolution. Using black and white ensures the reader will be able to view the image clearly. The only time it is recommended to use color photos is if you’re writing about color-specific things. For example, if you’re discussing the various shades of leaf coloration, you may want to include a few photographs of colorful leaves.
• If there are sections of the photograph that are not related to your work, it is acceptable to crop them out. Cropping is also beneficial in that it helps the reader focus on the main item you’re discussing.
• If you choose to include an image of a person you know, it would be respectful if you ask their permission before automatically including their photo in your paper.  Some schools and universities post research papers online and some people prefer that their photos and information stay off the Internet.

B. Writing Style Tips

Writing a paper for scientific topics is much different than writing for English, literature, and other composition classes. Science papers are much more direct, clear, and concise. This section includes key suggestions, explains how to write in APA format, and includes other tidbits to keep in mind while formulating your research paper.

Verb usage in APA

Research experiments and observations rely on the creation and analysis of data to test hypotheses and come to conclusions. While sharing and explaining the methods and results of studies, science writers often use verbs.

When using verbs in writing, make sure that you continue to use them in the same tense throughout the section you’re writing. Further details are in the publication manual (p. 117).

Here’s an APA format example:

We tested the solution to identify the possible contaminants.

It wouldn’t make sense to add this sentence after the one above:

We tested the solution to identify the possible contaminants. Researchers often test solutions by placing them under a microscope.

Notice that the first sentence is in the past tense while the second sentence is in the present tense. This can be confusing for readers.

For verbs in scientific papers, the APA manual recommends using:

• Past tense or present perfect tense for the explantation of the procedure
• Past tense for the explanation of the results
• Present tense for the explanation of the conclusion and future implications

If this is all a bit much, and you’re simply looking for help with your references, try the EasyBib.com APA format generator . Our APA formatter creates your references in just a few clicks. APA citation format is easier than you think thanks to our innovative, automatic tool.

Even though your writing will not have the same fluff and detail as other forms of writing, it should not be boring or dull to read. The Publication Manual suggests thinking about who will be the main reader of your work and to write in a way that educates them.

How to reduce bias & labels

The American Psychological Association strongly objects to any bias towards gender, racial groups, ages of individuals or subjects, disabilities, and sexual orientation (pp. 131-149). If you’re unsure whether your writing is free of bias and labels or not, have a few individuals read your work to determine if it’s acceptable.

Here are a few guidelines that the American Psychological Association suggests :

• Only include information about an individual’s orientation or characteristic if it is important to the topic or study. Do not include information about individuals or labels if it is not necessary.
• If writing about an individual’s characteristic or orientation, for essay APA format, make sure to put the person first. Instead of saying, “Diabetic patients,” say, “Patients who are diabetic.”
• Instead of using narrow terms such as, “adolescents,” or “the elderly,” try to use broader terms such as, “participants,” and “subjects.”
• “They” or “their” are acceptable gender-neutral pronouns to use.
• Be mindful when using terms that end with “man” or “men” if they involve subjects who are female. For example, instead of using “Firemen,” use the term, “Firefighter.” In general, avoid ambiguity.
• When referring to someone’s racial or ethnic identity, use the census category terms and capitalize the first letter. Also, avoid using the word, “minority,” as it can be interpreted as meaning less than or deficient. Instead, say “people of color” or “underrepresented groups.”
• When describing subjects in APA format, use the words “girls” and “boys” for children who are under the age of 12. The terms, “young woman,” “young man,” “female adolescent,” and “male adolescent” are appropriate for subjects between 13-17 years old; “Men,” and “women,” for those older than 18. Use the term, “older adults.” for individuals who are older. “Elderly,” and “senior,” are not acceptable if used only as nouns. It is acceptable to use these terms if they’re used as adjectives.

Read through our example essay in APA format, found in section D, to see how we’ve reduced bias and labels.

Spelling in APA Format

• In APA formatting, use the same spelling as words found in Merriam-Webster’s Collegiate Dictionary (American English) (p. 161).
• If the word you’re trying to spell is not found in Webster’s Collegiate Dictionary, a second resource is Webster’s Third New International Dictionary .
• If attempting to properly spell words in the psychology field, consult the American Psychological Association’s Dictionary of Psychology

Thanks to helpful tools and features, such as the spell checker, in word processing programs, most of us think we have everything we need right in our document. However, quite a few helpful features are found elsewhere.

Where can you find a full grammar editor? Right here, on EasyBib.com. The EasyBib Plus paper checker scans your paper for spelling, but also for any conjunction , determiner, or adverb out of place. Try it out and unlock the magic of an edited paper.

Abbreviation do’s and don’ts in APA Format

Abbreviations can be tricky. You may be asking yourself, “Do I include periods between the letters?” “Are all letters capitalized?” “Do I need to write out the full name each and every time?” Not to worry, we’re breaking down the publication manual’s abbreviations (p. 172) for you here.

First and foremost, use abbreviations sparingly.

Too many and you’re left with a paper littered with capital letters mashed together. Plus, they don’t lend themselves to smooth and easy reading. Readers need to pause and comprehend the meaning of abbreviations and quite often stumble over them.

• If the abbreviation is used less than three times in the paper, type it out each time. It would be pretty difficult to remember what an abbreviation or acronym stands for if you’re writing a lengthy paper.
• If you decide to sprinkle in abbreviations,  it is not necessary to include periods between the letters.
• Example: While it may not affect a patient’s short-term memory (STM), it may affect their ability to comprehend new terms. Patients who experience STM loss while using the medication should discuss it with their doctor.
• Example : AIDS
• The weight in pounds exceeded what we previously thought.

Punctuation in APA Format

One space after most punctuation marks.

The manual recommends using one space after most punctuation marks, including punctuation at the end of a sentence (p. 154). It doesn’t hurt to double check with your teacher or professor to ask their preference since this rule was changed recently (in 2020).

The official APA format book was primarily created to aid individuals with submitting their paper for publication in a professional journal. Many schools adopt certain parts of the handbook and modify sections to match their preference. To see an example of an APA format research paper, with the spacing we believe is most commonly and acceptable to use, scroll down and see section D.

For more information related to the handbook, including frequently asked questions, and more, here’s further reading on the style

It’s often a heated debate among writers whether or not to use an Oxford comma (p. 155), but for this style, always use an Oxford comma. This type of comma is placed before the words AND and OR or in a series of three items.

Example of APA format for commas: The medication caused drowsiness, upset stomach, and fatigue.

Here’s another example: The subjects chose between cold, room temperature, or warm water.

Apostrophes

When writing a possessive singular noun, you should place the apostrophe before the s. For possessive plural nouns, the apostrophe is placed after the s.

• Singular : Linda Morris’s jacket
• Plural : The Morris’ house

Em dashes (long dash) are used to bring focus to a particular point or an aside. There are no spaces after these dashes (p. 157).

Use en dashes (short dash) in compound adjectives. Do not place a space before or after the dash. Here are a few examples:

• custom-built
• 12-year-old

Number rules in APA Format

Science papers often include the use of numbers, usually displayed in data, tables, and experiment information. The golden rule to keep in mind is that numbers less than 10 are written out in text. If the number is more than 10, use numerals.

APA format examples:

• 14 kilograms
• seven individuals
• 83 years old
• Fourth grade

The golden rule for numbers has exceptions.

In APA formatting, use numerals if you are:

• Showing numbers in a table or graph
• 4 divided by 2
• 6-month-olds

Use numbers written out as words if you are:

• Ninety-two percent of teachers feel as though….
• Hundred Years’ War
• One-sixth of the students

Other APA formatting number rules to keep in mind:

• World War II
• Super Bowl LII
• It’s 1980s, not 1980’s!

Additional number rules can be found in the publication manual (p. 178)

Need help with other writing topics? Our plagiarism checker is a great resource for anyone looking for writing help. Say goodbye to an out of place noun , preposition , or adjective, and hello to a fully edited paper.

Overview of APA references

While writing a research paper, it is always important to give credit and cite your sources; this lets you acknowledge others’ ideas and research you’ve used in your own work. Not doing so can be considered plagiarism , possibly leading to a failed grade or loss of a job.

APA style is one of the most commonly used citation styles used to prevent plagiarism. Here’s more on crediting sources . Let’s get this statement out of the way before you become confused: An APA format reference and an APA format citation are two different things! We understand that many teachers and professors use the terms as if they’re synonyms, but according to this specific style, they are two separate things, with different purposes, and styled differently.

A reference displays all of the information about the source — the title, the author’s name, the year it was published, the URL, all of it! References are placed on the final page of a research project.

Here’s an example of a reference:

Wynne-Jones, T. (2015). The emperor of any place . Candlewick Press.

An APA format citation is an APA format in-text citation. These are found within your paper, anytime a quote or paraphrase is included. They usually only include the name of the author and the date the source was published.

Here’s an example of one:

Hypertrophic cardiomyopathy is even discussed in the book, The Emperor of Any Place . The main character, Evan, finds a mysterious diary on his father’s desk (the same desk his father died on, after suffering from a hypertrophic cardiomyopathy attack). Evan unlocks the truth to his father and grandfather’s past (Wynne-Jones, 2015).

Both of the ways to credit another individual’s work — in the text of a paper and also on the final page — are key to preventing plagiarism. A writer must use both types in a paper. If you cite something in the text, it must have a full reference on the final page of the project. Where there is one, there must be the other!

Now that you understand that, here’s some basic info regarding APA format references (pp. 281-309).

• Each reference is organized, or structured, differently. It all depends on the source type. A book reference is structured one way, an APA journal is structured a different way, a newspaper article is another way. Yes, it’s probably frustrating that not all references are created equal and set up the same way. MLA works cited pages are unique in that every source type is formatted the same way. Unfortunately, this style is quite different.
• Most references follow this general format:

Author’s Last name, First initial. Middle initial. (Year published). Title of source . URL.

Again, as stated in the above paragraph, you must look up the specific source type you’re using to find out the placement of the title, author’s name, year published, etc.

For more information on APA format for sources and how to reference specific types of sources, use the other guides on EasyBib.com. Here’s another useful site .

Looking for a full visual of a page of references? Scroll down and take a peek at our APA format essay example towards the bottom of this page. You’ll see a list of references and you can gain a sense of how they look.

Bonus: here’s a link to more about the fundamentals related to this particular style. If you want to brush up or catch up on the Modern Language Association’s style, here’s a great resource on how to cite websites in MLA .

In-text APA citation format

Did you find the perfect quote or piece of information to include in your project? Way to go! It’s always a nice feeling when we find that magical piece of data or info to include in our writing. You probably already know that you can’t just copy and paste it into your project, or type it in, without also providing credit to the original author.

Displaying where the original information came from is much easier than you think.Directly next to the quote or information you included, place the author’s name and the year nearby. This allows the reader of your work to see where the information originated.

APA allows for the use of two different forms of in-text citation, parenthetical and narrative Both forms of citation require two elements:

• author’s name
• year of publication

The only difference is the way that this information is presented to the reader.

Parenthetical citations are the more commonly seen form of in-text citations for academic work, in which both required reference elements are presented at the end of the sentence in parentheses. Example:

Harlem had many artists and musicians in the late 1920s (Belafonte, 2008).

Narrative citations allow the author to present one or both of the required reference elements inside of the running sentence, which prevents the text from being too repetitive or burdensome. When only one of the two reference elements is included in the sentence, the other is provided parenthetically. Example:

According to Belafonte (2008), Harlem was full of artists and musicians in the late 1920s.

If there are two authors listed in the source entry, then the parenthetical reference must list them both:

(Smith & Belafonte, 2008)

If there are three or more authors listed in the source entry, then the parenthetical reference can abbreviate with “et al.”, the latin abbreviation for “and others”:

(Smith et al., 2008)

The author’s names are structured differently if there is more than one author. Things will also look different if there isn’t an author at all (which is sometimes the case with website pages). For more information on APA citation format, check out this page on the topic: APA parenthetical citation and APA in-text citation . There is also more information in the official manual in chapter 8.

If it’s MLA in-text and parenthetical citations you’re looking for, we’ve got your covered there too! You might want to also check out his guide on parenthetical citing .

Would you benefit from having a tool that helps you easily generate citations that are in the text? Check out EasyBib Plus!

References page in APA Format

An APA format reference page is easier to create than you probably think. We go into detail on how to create this page on our APA reference page . We also have a guide for how to create an annotated bibliography in APA . But, if you’re simply looking for a brief overview of the reference page, we’ve got you covered here.

Here are some pointers to keep in mind when it comes to the references page in APA format:

• This VIP page has its very own page. Start on a fresh, clean document (p. 303).
• Center and bold the title “References” (do not include quotation marks, underline, or italicize this title).
• Alphabetize and double-space ALL entries.
• Use a readable font, such as Times New Roman, Arial, Calibri, or Lucida (p. 44).
• Every quote or piece of outside information included in the paper should be referenced and have an entry.
• Even though it’s called a “reference page,” it can be longer than one page. If your references flow onto the next page, then that’s a-okay.
• Only include the running head if it is required by your teacher or you’re writing a professional paper.

Sample reference page for a student paper:

Here’s another friendly reminder to use the EasyBib APA format generator (that comes with EasyBib Plus) to quickly and easily develop every single one of your references for you. Try it out! Our APA formatter is easy to use and ready to use 24/7.

Final APA Format Checklist

Prior to submitting your paper, check to make sure you have everything you need and everything in its place:

• Did you credit all of the information and quotes you used in the body of your paper and show a matching full reference at the end of the paper? Remember, you need both! Need more information on how to credit other authors and sources? Check out our other guides, or use the EasyBib APA format generator to credit your sources quickly and easily. EasyBib.com also has more styles than just the one this page focuses on.
• 12-pt. Times New Roman
• 11-pt. Calibri, Arial, Georgia
• 10-pt. Lucida, Sans Unicode, Computer Modern
• If you created an abstract, is it directly after the title page? Some teachers and professors do not require an abstract, so before you go ahead and include it, make sure it’s something he or she is expecting.
• Professional paper — Did you include a running head on every single page of your project?
• Student paper — Did you include page numbers in the upper right-hand corner of all your pages?
• Are all headings, as in section or chapter titles, properly formatted? If you’re not sure, check section number 9.
• Are all tables and figures aligned properly? Did you include notes and other important information directly below the table or figure? Include any information that will help the reader completely understand everything in the table or figure if it were to stand alone.
• Are abbreviations used sparingly? Did you format them properly?
• Is the entire document double spaced?
• Are all numbers formatted properly? Check section 17, which is APA writing format for numbers.
• Did you glance at the sample paper? Is your assignment structured similarly? Are all of the margins uniform?

Submitting Your APA Paper

Congratulations for making it this far! You’ve put a lot of effort into writing your paper and making sure the t’s are crossed and the i’s are dotted. If you’re planning to submit your paper for a school assignment, make sure you review your teacher or professor’s procedures.

If you’re submitting your paper to a journal, you probably need to include a cover letter.

Most cover letters ask you to include:

• The author’s contact information.
• A statement to the editor that the paper is original.
• If a similar paper exists elsewhere, notify the editor in the cover letter.

Once again, review the specific journal’s website for exact specifications for submission.

Okay, so you’re probably thinking you’re ready to hit send or print and submit your assignment. Can we offer one last suggestion? We promise it will only take a minute.

Consider running your paper through our handy dandy paper checker. It’s pretty simple.

Copy and paste or upload your paper into our checker. Within a minute, we’ll provide feedback on your spelling and grammar. If there’s a pronoun , interjection , or verb out of place, we’ll highlight it and offer suggestions for improvement. We’ll even take it a step further and point out any instances of possible plagiarism.

If it sounds too good to be true, then head on over to our innovative tool and give it a whirl. We promise you won’t be disappointed.

What is APA Format?

APA stands for the American Psychological Association . In this guide, you’ll find information related to “What is APA format?” in relation to writing and organizing your paper according to the American Psychological Association’s standards. Information on how to cite sources can be found on our APA citation page. The official American Psychological Association handbook was used as a reference for our guide and we’ve included page numbers from the manual throughout. However, this page is not associated with the association.

You’ll most likely use APA format if your paper is on a scientific topic. Many behavioral and social sciences use this organization’s standards and guidelines.

What are behavioral sciences? Behavioral sciences study human and animal behavior. They can include:

• Cognitive Science
• Neuroscience

What are social sciences? Social sciences focus on one specific aspect of human behavior, specifically social and cultural relationships. Social sciences can include:

• Anthropology
• Political Science
• Human Geography
• Archaeology
• Linguistics

What’s New in the 7th Edition?

This citation style was created by the American Psychological Association. Its rules and guidelines can be found in the Publication Manual of the American Psychological Association . The information provided in the guide above follows the 6th edition (2009) of the manual. The 7th edition was published in 2020 and is the most recent version.

The 7th edition of the Publication Manual is in full color and includes 12 sections (compared to 8 sections in the 6th edition). In general, this new edition differentiates between professional and student papers, includes guidance with accessibility in mind, provides new examples to follow, and has updated guidelines.We’ve selected a few notable updates below, but for a full view of all of the 7th edition changes visit the style’s website linked here .

• Paper title
• Student name
• Affiliation (e.g., school, department, etc.)
• Course number and title
• Course instructor
• 6th edition – Running head: SMARTPHONE EFFECTS ON ADOLESCENT SOCIALIZATION
• 7th edition – SMARTPHONE EFFECTS ON ADOLESCENT SOCIALIZATION
• Pronouns . “They” can be used as a gender-neutral pronoun.
• Bias-free language guidelines . There are updated and new sections on guidelines for this section. New sections address participation in research, socioeconomic status, and intersectionality.
• Spacing after sentences. Add only a single space after end punctuation.
• Tables and figures . The citing format is now streamlined so that both tables and figures should include a name and number above the table/figure, and a note underneath the table/figure.
• 6th ed. – (Ikemoto, Richardson, Murphy, Yoshida 2016)
• 7th ed. – (Ikemoto et al., 2016)
• Citing books. The location of the publisher can be omitted. Also, e-books no longer need to mention the format (e.g., Kindle, etc.)
• Example: https://doi.org/10.1038/s42255-019-0153-5
• Using URLs. URLs no longer need to be prefaced by the words “Retrieved from.”

New citing information . There is new guidance on citing classroom or intranet resources, and oral traditions or traditional knowledge of indigenous peoples.

Visit our EasyBib Twitter feed to discover more citing tips, fun grammar facts, and the latest product updates.

American Psychological Association. (2020). Publication manual of the American Psychological Association (7th ed.) (2020). American Psychological Association. https://doi.org/10.1037/0000165-000

Published October 31, 2011. Updated May 14, 2020.

Written and edited by Michele Kirschenbaum and Elise Barbeau. Michele Kirschenbaum is a school library media specialist and the in-house librarian at EasyBib.com. Elise Barbeau is the Citation Specialist at Chegg. She has worked in digital marketing, libraries, and publishing.

APA Formatting Guide

APA Formatting

• Annotated Bibliography
• Block Quotes
• et al Usage
• Multiple Authors
• Paraphrasing
• Page Numbers
• Parenthetical Citations
• Sample Paper
• View APA Guide

Citation Examples

• Book Chapter
• Journal Article
• Magazine Article
• Newspaper Article
• Website (no author)
• View all APA Examples

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We should not use “et al.” in APA reference list entries. If the number of authors in the source is up to and including 20, list all author names and use an ampersand (&) before the final author’s name. If the number of authors is more than 20, list the first 19 authors’ names followed by an ellipsis (but no ampersand), and then add the final author’s name. An example of author names in a reference entry having more than 20 authors is given below:

Author Surname1, F. M., Author Surname2, F. M., Author Surname3, F. M., Author Surname4, F. M., Author Surname5, F. M., Author Surname6, F. M., Author Surname7, F. M., Author Surname8, F. M., Author Surname9, F. M., Author Surname10, F. M., Author Surname11, F. M., Author Surname12, F. M., Author Surname13, F. M., Author Surname14, F. M., Author Surname15, F. M., Author Surname16, F. M., Author Surname17, F. M., Author Surname18, F. M., Author Surname19, F. M., . . .  Last Author Surname, F. M. (Publication Year).

Alvarez, L. D., Peach, J. L., Rodriguez, J. F., Donald, L., Thomas, M., Aruck, A., Samy, K., Anthony, K., Ajey, M., Rodriguez, K. L., Katherine, K., Vincent, A., Pater, F., Somu, P., Pander, L., Berd, R., Fox, L., Anders, A., Kamala, W., . . . Nicole Jones, K. (2019).

Note that, unlike references with 2 to 20 author names, the symbol “&” is not used here before the last author’s name.

APA 7, released in October 2019, has some new updates. Here is a brief description of the updates made in APA 7.

Different types of papers and best practices are given in detail in Chapter 1.

How to format a student title page is explained in Chapter 2. Examples of a professional paper and a student paper are included.

Chapter 3 provides additional information on qualitative and mixed methods of research.

An update on writing style is included in Chapter 4.

In chapter 5, some best practices for writing with bias-free language are included.

Chapter 6 gives some updates on style elements including using a single space after a period, including a citation with an abbreviation, the treatment of numbers in abstracts, treatment for different types of lists, and the formatting of gene and protein names.

In Chapter 7, additional examples are given for tables and figures for different types of publications.

In Chapter 8, how to format quotations and how to paraphrase text are covered with additional examples. A simplified version of in-text citations is clearly illustrated.

Chapter 9 has many updates: listing all author names up to 20 authors, standardizing DOIs and URLs, and the formatting of an annotated bibliography.

Chapter 10 includes many examples with templates for all reference types. New rules covering the inclusion of the issue number for journals and the omission of publisher location from book references are provided. Explanations of how to cite YouTube videos, power point slides, and TED talks are included.

Chapter 11 includes many legal references for easy understanding.

Chapter 12 provides advice for authors on how to promote their papers.

For more information on some of the changes found in APA 7, check out this EasyBib article .

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Creating a Professional Case Study Presentation: Templates & Tips

Written by: Unenabasi Ekeruke

Winning over clients is tough work. You're going to need cold, hard proof and real-world results to prove the value of your solution.

One of the best ways to show your product or solution works is by using compelling case studies . According to a Content Marketing Institute report, 69% of B2B marketers believe in the persuasive power of case studies and use them for marketing.

Case studies weave captivating stories about the positive results and experiences previous clients have had with your solution. When done right, a professional presentation around your case study can help you market your brand, win over new customers and increase sales .

Not sure how to create or deliver top-notch case study presentations? You've come to the right place.

In this article, we'll show you how to create winning case study presentations, how to present a case study, plus templates you can use right away.

Let's get to it.

Here’s a short selection of 6 easy-to-edit case study presentation templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is a case study presentation, why are case study presentations important, what to include in a case study presentation, case study example, 6 case study presentation templates, tips to nail your case study presentation, your turn: put together compelling case study presentations with visme.

A case study is an in-depth examination of a subject, group, event, or entity within a real-world context. The goal is to better understand key functionalities, outcomes and successes.

When it comes to marketing, case studies are stories that highlight the effectiveness of your solution and your success in solving client problems.

• Case studies are invaluable for sales and marketing; they add a layer of social proof, nurture leads and boost conversions.
• A well-written case study presentation includes these key elements: an executive summary, problem statement, solution, execution, results and conclusion.
• Visme provides a rich library of templates, design assets and features for creating stunning and compelling case study presentations.

When used for educational purposes, they are effective teaching tools. They are engaging and enable students to:

• Understand research methodologies and analytical tools
• Develop problem-solving skills
• Learn complex decision-making

Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more. You can either pre-record it, present it virtually, or opt for an in-person presentation.

No matter the type of business you're doing, case studies can be invaluable for sales and marketing.

If you're still in doubt about the potency of case studies, check out these compelling statistics.

• According to HubSpot's State of Marketing Report, 13% of marketers say case studies are one of the key assets used within their content strategy.
• Additionally, 23% of marketers agree that case studies help boost conversions. Also, 9% of marketers say case studies are best for nurturing leads.

According to the Content Marketing Institute, 80% of tech content marketers use case studies in their marketing strategy.

There's often a misconception that case studies are just marketing content meant to stroke your company's ego. The truth, however, is that case studies are more about making customers understand how your company can help them.

When pitching your solution, case studies add a layer of social proof. Rather than focusing solely on your product or its features, your case study should spotlight real-world results and the impact of your solution on customers, industry and society.

There are various scenarios for developing case studies, including:

• Showing prospects how your solution has worked for similar users, their positive experiences and how it can meet their needs
• Presenting real-life examples, use cases and results to boost credibility and the client's confidence in your brand
• Convincing customers of the benefits of your products, services and capabilities
• Scheduled discussion on the viability of an idea and its effects on your business
• Analyzing and recommending solutions to problems for your company or clients

Build relationships with customers and drive sales growth

• Reach out to prospects with impressive pitch decks and proposals that convert
• Monitor clients' level of engagement to see what they are most interested in
• Build a winning sales playbook to maximize your sales team's efficiency

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Before we show you how to present your case study, let's discuss what should go in a case study . A well-written case study design should include the following sections:

1. Executive Summary

This section provides a brief overview of the entire case study. Readers should be able to scan it and get the hang of everything you want to discuss.

2. Problem Statement

This section should detail the goals and purpose of your case study.

You should highlight the problem you've identified that your study is looking to solve or questions you intend to answer through your case study. What are the main issues that led to the case study and what will your audience learn?

3. Solution

This case study slide forms the core of your case study. Here you want to explain how you solved the problem.

Discuss how other clients found you, what solutions they chose, why they chose them and how you implemented them.

4. Execution

This section should detail the journey to helping the client achieve the results.

You want to touch on the planning, processes, risks, metrics, KPI and factors you need to get an even better result. Describe the issues you faced during execution and how you mitigated them.

Here, you need to explain the positive impact or benefits of your solution on the client's project or business.

It could be financial results, growth results, improvements, or increases in productivity. Be sure to provide clear evidence like images, videos, statistical data and numbers.

6. Conclusion

Share reviews, quotes, testimonials and recommendations from existing customers about your solution.

When including these elements of a case study presentation, remember to back them up with visuals that engage your audience through storytelling and real-life examples.

Here's an example of a case study we created for Lincoln Learning Solutions, an online K12 curriculum provider founded in 2005.

Problem: The company was forced to downsize and ended up without a professional graphics designer on its team. As a result, they struggled to create visually appealing graphics.

Solution: By using Visme, they're now able to create visually appealing marketing content, graphics and visuals without the aid of any professional graphic designer. They use Visme to create various visual content, including educational infographics, presentations, newsletters, social media graphics and more.

Results: Lincoln Learning Solutions now creates 3x more content and other collaborative projects with Visme than if they had opted to continue working with a single graphic designer.

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To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study. These case study presentation examples cut across various use cases and industries.

1. Marketing Case Study

This generic case study template is a powerful marketing tool for businesses of any size.

You can use it to elaborate on projects or solutions provided to satisfied clients—from the problem that led them to use your tool to your approach to the outcomes or results they've seen. Each section tells a compelling story, offers social proof and spotlights your biggest achievements.

In addition to its rich and bright color combination, this template is interactive. You can liven up your presentations by embedding images, videos and animations. Make this template work for you by editing content and inserting your logo, fonts, images and other design assets.

2. Business Case Presentation

Whether you're doing an in-person or virtual case study presentation, this template has everything you need to impress your audience. You can present a compelling business case that wins over your prospective clients and partners.

Visme has an extensive repository of customizable assets, including icons, charts, shapes, backgrounds, animated assets, stock photos and videos. Customizing this template takes only a few minutes, thanks to our intuitive and easy-to-use drag and drop template.

3. Clinical Case Study Presentation

This presentation template is ideal for drawing attention to rare clinical cases. It provides details about the patient's medical history, medications, results and follow-up. The template heavily relies on bright colors, icons, shapes and visuals to make important data stand out.

There's no limit to what you can achieve with Visme's presentation software . You can use charts and graphs to show compelling figures, patterns and relationships and leave important clues for your audience. The tool supports collaboration across teams. It lets you work with your team on your presentation and get feedback in real-time.

4. UX Case Study

Showcase your past clients' impressive results after working with your company using this stunning case study template. The cover page features a unique style, layout and color theme that blends with the rest of the document.

Notice how the template chronicles the customer's journey, starting with the problem. It elaborates on the approach to solving the problem and the measurable outcomes.

This template makes good use of shapes, images and icons to present the results in a captivating way. You can customize this template for different niches in which you've found notable success.

Use our intuitive editor to add or remove slides and swap your content, images, fonts and other assets to suit your taste.

5. Software Demo Platform Case Study

This case study examines the importance of using demos to increase sales. With this case study format, you can position your brand as a topical authority in your niche.

The template introduces the subject in the case study, their approach to ramping up sales and the effect. It highlights the results and key takeaways from the case study.

Here's what makes this template stand out. The template has a dark blue background while using bright-colored fonts and charts to maintain a strong visual contrast.

Go ahead and customize this template to reflect your brand image and content. Once done, you can embed it on your site using a snippet of code, download it in PDF or PPTX format or share it online with a public or private link.

6. HR Consulting Case Study

If you're looking to entice prospects with the success stories of your previous clients, this case study template is a perfect fit. In it, you'll find real-world examples of how your product or service addressed a client's challenge and impressive results backed by data.

The cover page has a bold headline and summary of the results that catches the eye. At a glance, the reader gets a sneak peek of your notable accomplishments and the type of results they can expect from your brand.

Create your ideal case study presentation by adding new design elements like elegant fonts and icons, high-resolution images, videos and animations.

Below are some helpful tips for designing and presenting your case study to clients, prospects, investors and key stakeholders.

1. Determine Your Goals

This is the first step to designing your case study. What are you looking to achieve, or what message do you want to convey in your case study?

We get it. Case studies are created to demonstrate the value of your solution to customers. However, we recommend aligning your objectives with the value (solution and results) you want your customers to see.

For example, depending on your client's pain points, your objective may be to show your solution helped other clients to:

• Increase productivity, revenue and profit
• Minimize employee turnover
• Gain a competitive advantage
• Drive sustainability or energy efficiency

2. Pick a Compelling Case Study

Once you have outlined what your case study is set to achieve, you need to pick a suitable case study.

We recommend having an arsenal of case studies at your disposal. This will give you the variety you need to whip out and present the best and most relevant case study for each prospect.

Stand-out case studies boost credibility and drive prospects' interest in your solution. For example, you should prioritize case studies featuring reputable brands.

Another top choice is case studies of clients who had complicated problems or clients who left your competitors to work with you. These case study examples typically provide a more compelling story and outcomes.

3. Use Templates

Case studies riddled with design and visual flaws can put off prospects. Using templates keeps your presentation structure organized and visually appealing. Beautiful case study templates like the ones above make your job much easier. It allows you to spend your time on content rather than aesthetics.

4. Use High-Quality Visual Aids

When preparing your presentation, use quality visual aids to break up the text and keep your audience engaged.

You don't want to bore your audience with large walls of irrelevant text and vague statements. Instead, use more numbers and visual aids like charts , graphs , images and videos to show compelling proof of success. They make your message clear and lend credence to your arguments.

Did you help your clients increase sales? If yes, show the percentage increase in numbers and charts or graphs to show a spike.

Notice how the case study template highlights compelling figures using graphs and charts.

5. Deliver a Flawless Presentation

You've already put in a lot of effort to create a solid professional case study. However, even the best-written case study will fail to deliver without a winning delivery.

So, how do you get your clients to buy into your case study during the critical presentation phase? How do you present your case study in a simple, clear and persuasive way?

Keep reading.

Tell an Emotional Story

When presenting case studies, deploy storytelling—it works.

Think of storytelling as a hook that draws your audience into your presentation. Your story could clearly describe the problem a similar client faced, the solution you implemented and what they're currently enjoying.

It's not enough to use facts and figures alone. Injecting an emotional appeal into your narrative will make your case study memorable and impactful.

One way to create a human connection is by painting a clear picture your audience can relate to. You want to visualize their journey to success based on your results with existing clients.

Focus on the Client

Remember that the case study is not about you or your salesperson. Companies that focus more on themselves often come off as self-centered.

You should research your prospects and focus on their needs and challenges. Not only will your presentation be relatable, but it will have an emotional appeal and motivate your clients to take action.

So dig deep to find out these things:

• Your client's concerns and pain points
• The goals and outcomes your clients are looking to achieve and
• The problems holding them back from achieving their goals

The more you can align your presentation with the client's needs and clearly articulate them, the faster you can secure their buy-in. Otherwise, your case study will sound like a thinly disguised sales pitch.

Connect and Engage Your Audience

Do you want to avoid situations where your audience zones off or nods off to sleep during your presentations?

Make your presentation a two-way dialogue. The more you can engage your audience, the more impactful your presentation will be.

Here are some effective ways to engage your audience.

• Grab your audience's attention with a strong presentation opening . You can introduce yourself, tell a joke and review the agenda.
• Ask thought-provoking questions or seek their opinions to understand what value means to them.
• Smile and make eye contact to build rapport with your audience.
• Weave relatable visual aids, colorful metaphors, or other multimedia into your presentations to make your point stand out.
• Keep the conversation going and avoid sounding like you're giving a lecture or reading off a script.

You can also use Visme's interactive presentation tool to wow your audience by zooming into a key point in your presentation.

Keep It Brief and Interesting

No matter how much time you're allotted, keep your presentation brief.

Why does it matter? Humans have short attention spans. So, to avoid losing audience attention, spend more time on slides that drive home your points.

In the middle of the presentation, you may be asked to dive deeper into a particular aspect or answer other questions.

Whatever happens, be prepared to answer questions in the middle of your presentations. You can create appendix slides to expand on some aspects of your case study.

So there you have it. We've discussed everything you need to know about creating and delivering a stunning case study presentation.

Case studies can be an effective sales and marketing tool for convincing and converting prospects into paying customers. However, to deliver a smashing presentation that wows your audience, we recommend using Visme's case study templates . You'll find templates for every niche and use case.

Visme offers a wide array of design assets, visual aids, images, videos and animations to make your presentation pop. After tweaking your template, you can embed your case study on your blog or website. Also, you can share it online using a link or download it for offline use in multiple formats, like PDF and HTML5.

Easily put together professional case study presentations that impress your clients

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

11 one page website examples to inspire you

With single-page websites, the sky's the limit for the mindful designer. Here are 11 beautiful examples that demonstrate the unique appeal of one-pagers.

Websites don’t have to be complex to be effective.

A well designed one-page website can pack a punch with a single page. 

While there’s nothing wrong with the traditional structure of using the homepage as a hub that links out to individual pages like About or Contact, multi-page websites aren’t the only option. 

One-pagers can provide a smooth and simple user experience for a wide range of website types , whether it be for a freelancer portfolio, restaurant website, or small business homepage. 

Why make a one-pager?

The limitations of a single-page design can work in your favor. Less real estate means you can focus all your creativity into one page. Whether you build from scratch or use a template, you can incorporate animations and visual motifs, then strategically use typography , color combinations , and spacing throughout your design. 

You can consolidate the content you’d use for a multi-page website and turn it into a concise yet captivating experience. This way, you can keep your site visitors in one place rather than sending them through multiple pages to get the information they need.  

11 examples of one pagers to try

Effective single-page websites combine beautiful design, usability, and effective messaging. We’ve gathered 11 of the best one-page website examples to showcase their site structure and give you some eye-catching design inspiration. 

Octi is a fun single-page website example for startups and small business websites. Their team has managed to take a niche as polarized as NFTs and create a sense of genuine mass appeal.

Octi's team of writers and designers banded together to build a playful site full of scroll-triggered animations, 3D illustrations, and snappy headlines. Rather than boring visitors with irrelevant details, Octi’s website succinctly explains what the Octi app is and how to use it. 

Octi’s single-page website shows that you don’t have to explain every aspect of your business or product on your site to draw people in. A simple yet entertaining design allows you to focus on key value propositions and drive visitors towards conversions faster. 

2. Actor's Portfolio (cloneable)

Actor's Portfolio is a bold and fun single-page cloneable made in Webflow. As soon as visitors open this single-page website, they’re greeted by a massive end-to-end header fold that entices the user to scroll and reveal more content. 

The layout, stark lines, and color scheme are reminiscent of works by painter Piet Mondrian . However, this design incorporates playful undertones that are often associated with improv and theatre — this is an actor’s portfolio, after all. 

The logical flow of Actor's portfolio is simplistically straightforward. Each fold covers a different section that'd typically live within its own page, then weaves the sections together to create a cohesive and concise narrative. This single-page site is ideal for any creative looking for an uncomplicated yet eye-catching design.

3. Ultranative

Charming, wholesome, and delightful — the perfect description for Ultranative ’s pixelated, Mario-inspired single-page website design. 

Rather than a standard scroll bar, Ultranative adds beating hearts in the top left to mark visitors’ progress on the page. As you explore the one-page site, a cute little brain hops along with you, collecting coins as it passes flying birds, bouncing mushrooms, and swimming fish. 

When all your content is on a single page, getting people to scroll is key. Ultranative achieves this by rewarding you with new illustrations and animations along the way — eventually placing your little brain buddy into a trophy and announcing a high score. 

While the immersive visual journey is a delight on it’s own, Ultranative also peppers in blocks of text that explain the company’s beliefs and the type of work they do. They even send the brain past several client logos, adding in a dash of social proof right before you arrive at the contact form. 

4. Juan Mora

Up next we have Juan Mora 's single-page online portfolio . If you're a small business, creative agency, marketing agency, or freelancer within any domain and your site is under construction or coming soon – let this one-pager inspire you. 

Juan Mora shows us that your site's design can still retain your branding, personality, work samples, social media, and more — even if the site is still a work in progress. 

In fact, you can use a site under construction to generate buzz around your launch. Juan links out to their Behance, Dribbble, and Instagram so you can check out their work, but doesn’t stop there. Juan keeps you on the web page with a series of warnings that beg you not to keep scrolling. 

Of course, this challenge works exactly as Juan intends — your curiosity keeps you scrolling, so you see more of Juan’s scroll-triggered animations, typography choices, and illustration skills along the way. 

5. Homebird  

Next on our list, we have Homebird — a friendly typeface with an even friendlier one-page website design. 

Homebird is notable for its use of subtle animations that further personify the typeface, breathing a bit of life into both the font and one-pager. Interactive elements like the adjustable font weight and size let you test out the Homebird typeface. 

Instead of lorem ipsum text, Homebird showcases the typeface by describing the vibes with phrases like “mellow sunshine” and “voices & laughter.” They further sell you on the font with cheerful animations and motivational notes. 

Use Webflow's visual development platform to build completely custom, production-ready websites — or high-fidelity prototypes — without writing a line of code.

6. Solamon's Key 

The design of the Solamon's Key website is like an NFTs and retro gaming crossover — featuring pixelated animations and classic green, grainy text on a black background.

Don’t be fooled by the navigation bar that appears at the top of the page — this is a one-page website. Navigation bar menu items function like jump links — skipping you ahead to that section of the page.

Solamon’s Key uses storytelling to keep you scrolling. Cryptic text like “...Two became four, and four became many spirits,” leave you hungry for more details, pushing you further down the page.

While Solamon's Key is an incredibly niche digital product, its single-page design can be applied to just about any website — especially creative agencies and marketing agencies. 

Geoli by StopStare can serve as wonderful web design inspiration for single-page website design for restaurants and small businesses alike. 

Geoli's website condenses the content of a multi-page website into a single, user-friendly one-pager. Oversized typography paired with high-resolution images of Geoli’s dishes put the focus on what matters most — Geoli’s selection of Korean street food.

Remember — not every product or service needs a mountain of text or a complex website. Geoli’s website proves that beautiful one-page websites can be just as effective as multi-page websites. 

If you’re looking for one-page layout inspiration for a restaurant, check out Ribalta . 

Ribalta is simply beautiful. The color scheme, imagery, font, and tasteful parallax effects all contribute to this gorgeous single-page design. Every element has a place in this clean layout. The smooth scroll-triggered animations really draw your eye to the photos of delicious food.

The team behind the Ribalta website design did an amazing job at maintaining simplicity without having to sacrifice branding or compromise in design. 

9. Musab Hassan

Musab Hassan 's web development portfolio website packs a lot of beauty and work experience into a single page. 

Musab uses a hamburger menu that splits the homepage — links to different sections of the site appear on the left while images with subtle animations occupy the right side. When clicked, the menu items skip to that section of the single-page site rather than opening up a separate landing page. 

There are a multitude of creative ways to get around the restrictions of a one-page website. Musab proves that a web development portfolio can be simple yet effective. Essential elements of a portfolio like contact information and work samples are readily available. And instead of bogging down the site with all their past projects, Musab limits the selection to a few top projects.

10. Hunter (template)

Hunter by Djaya de Vries is a gorgeous one-page website that also happens to be a Webflow template. Designed specifically for creative freelancers and photographers, this template can be easily reimagined into a creative portfolio or personal website. 

Hunter’s one-page template is very image-focused, with plenty of space to share different projects. This template also reserves space for client testimonials and logos, a contact form, and a short about section. It’s a classic example of a one-page portfolio website with a smooth user-experience. 

11. Cafe Frida 

When you arrive at Cafe Frida ’s website, you’re greeted with an illustration of a warm cup of coffee, followed by spring flowers that blossom on the screen. The steaming coffee and painted flowers set the tone for the site. Right away, you know this cafe takes their coffee and aesthetic seriously. 

Before jumping into the menu, Cafe Frida explains that everything they serve — from their eco-responsible coffee to their handmade vegan treats — is thoughtfully crafted. 

Co-owners Gabrielle and Emmanuel share a passion for art and food, something that’s made evident through their pleasing color scheme, beautiful photos, and detailed food descriptions. Cafe Frida isn’t just a place to stop for a meal, it’s an experience — and that experience starts on this immersive one-page website. 

Take a page from Cafe Frida's book if you're looking for creative ways to build a brand aesthetic or complete start-to-end experience — from finding your website via social media or Google to the actual in-person visit. 

Feeling inspired?

If these beautiful one-page websites sparked some ideas, why not get started on your own design? Grab a one-page website template or start building from scratch. 

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Powering fuel providers.

Ampol's global business includes refineries, fueling stations, and corporate offices. The company's infrastructure and retail operations are protected and connected with Cisco technology.

Ampol Limited

Reducing cybersecurity risk

A zero-trust approach to security protects the privacy of patients' personal data at this Ohio children's hospital.

Dayton Children’s

Better wireless access and security

A Texas school district turned to Cisco technology to bring ubiquitous, reliable wireless access to students while assuring proactive network monitoring capabilities.

Protecting networks and assets

A Michigan-based credit union protects the digital security of its hybrid workforce, customers, and assets with help from Cisco.

Lake Trust Credit Union

Boosting visibility and security

This Indiana university provides reliable and safe network access with Cisco's unified security ecosystem as its foundation for zero trust.

Marian University

The NFL relies on Cisco

From the draft to Super Bowl Sunday, the NFL relies on Cisco to protect billions of devices, endpoints, and users from cyber threats. What does that look like on game day? Watch the video on the story page to find out.

National Football League

Simple, visible, and unified

Unify security across your high-performing data centers, providing superior visibility and efficiency. Then watch it work with ease.

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