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Case Study – Methods, Examples and Guide

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A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

• Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
• Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
• Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
• Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
• Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
• Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
• Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

• The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
• The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
• The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
• The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
• The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

• Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
• Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
• Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
• Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

• In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
• Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
• Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
• Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
• Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
• Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

• Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
• Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
• Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
• Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
• Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
• Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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What Is a Case Study?

Weighing the pros and cons of this method of research

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

Cara Lustik is a fact-checker and copywriter.

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

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

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

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

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

At a Glance

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

What Are the Benefits and Limitations of Case Studies?

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

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

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

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

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

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

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

Case Study Examples

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

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

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

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

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

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

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

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

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

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

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

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

Section 1: A Case History

This section will have the following structure and content:

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

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

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

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

Section 2: Treatment Plan

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

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

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

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

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

Need More Tips?

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

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

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

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

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

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

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

What Is a Case Study and Why You Should Use Them

Case studies can provide more insights into your business while helping you conduct further research with robust qualitative data analysis to learn more.

If you're in charge of running a company, then you're likely always looking for new ways to run your business more efficiently and increase your customer base while streamlining as many processes as possible.

Unfortunately, it can sometimes be difficult to determine how to go about implementing the proper program in order to be successful. This is why many business owners opt to conduct a case study, which can help significantly. Whether you've been struggling with brand consistency or some other problem, the right case study can identify why your problem exists as well as provide a way to rectify it.

A case study is a great tool that many businesses aren't even aware exists, and there are marketing experts like Mailchimp who can provide you with step-by-step assistance with implementing a plan with a case study. Many companies discover that not only do they need to start a blog in order to improve business, but they also need to create specific and relevant blog titles.

If your company already has a blog, then optimizing your blog posts may be helpful. Regardless of the obstacles that are preventing you from achieving all your professional goals, a case study can work wonders in helping you reverse this issue.

What is a case study?

A case study is a comprehensive report of the results of theory testing or examining emerging themes of a business in real life context. Case studies are also often used in the healthcare industry, conducting health services research with primary research interest around routinely collected healthcare data.

However, for businesses, the purpose of a case study is to help small business owners or company leaders identify the issues and conduct further research into what may be preventing success through information collection, client or customer interviews, and in-depth data analysis.

Knowing the case study definition is crucial for any business owner. By identifying the issues that are hindering a company from achieving all its goals, it's easier to make the necessary corrections to promote success through influenced data collection.

Why are case studies important?

Now that we've answered the questions, "what is a case study?" Why are case studies important? Some of the top reasons why case studies are important include:

• Understand complex issues: Even after you conduct a significant amount of market research , you might have a difficult time understanding exactly what it means. While you might have the basics down, conducting a case study can help you see how that information is applied. Then, when you see how the information can make a difference in business decisions, it could make it easier to understand complex issues.
• Collect data: A case study can also help with data tracking . A case study is a data collection method that can help you describe the information that you have available to you. Then, you can present that information in a way the reader can understand.
• Conduct evaluations: As you learn more about how to write a case study, remember that you can also use a case study to conduct evaluations of a specific situation. A case study is a great way to learn more about complex situations, and you can evaluate how various people responded in that situation. By conducting a case study evaluation, you can learn more about what has worked well, what has not, and what you might want to change in the future.
• Identify potential solutions: A case study can also help you identify solutions to potential problems. If you have an issue in your business that you are trying to solve, you may be able to take a look at a case study where someone has dealt with a similar situation in the past. For example, you may uncover data bias in a specific solution that you would like to address when you tackle the issue on your own. If you need help solving a difficult problem, a case study may be able to help you.

Remember that you can also use case studies to target your audience . If you want to show your audience that you have a significant level of expertise in a field, you may want to publish some case studies that you have handled in the past. Then, when your audience sees that you have had success in a specific area, they may be more likely to provide you with their business. In essence, case studies can be looked at as the original method of social proof, showcasing exactly how you can help someone solve their problems.

What are the benefits of writing a business case study?

Although writing a case study can seem like a tedious task, there are many benefits to conducting one through an in depth qualitative research process.

• Industry understanding: First of all, a case study can give you an in-depth understanding of your industry through a particular conceptual framework and help you identify hidden problems that are preventing you from transcending into the business world.
• Develop theories: If you decide to write a business case study, it provides you with an opportunity to develop new theories. You might have a theory about how to solve a specific problem, but you need to write a business case study to see exactly how that theory has unfolded in the past. Then, you can figure out if you want to apply your theory to a similar issue in the future.
• Evaluate interventions: When you write a business case study that focuses on a specific situation you have been through in the past, you can uncover whether that intervention was truly helpful. This can make it easier to figure out whether you want to use the same intervention in a similar situation in the future.
• Identify best practices: If you want to stay on top of the best practices in your field, conducting case studies can help by allowing you to identify patterns and trends and develop a new list of best practices that you can follow in the future.
• Versatility: Writing a case study also provides you with more versatility. If you want to expand your business applications, you need to figure out how you respond to various problems. When you run a business case study, you open the door to new opportunities, new applications, and new techniques that could help you make a difference in your business down the road.
• Solve problems: Writing a great case study can dramatically improve your chances of reversing your problem and improving your business.
• These are just a few of the biggest benefits you might experience if you decide to publish your case studies. They can be an effective tool for learning, showcasing your talents, and teaching some of your other employees. If you want to grow your audience , you may want to consider publishing some case studies.

What are the limitations of case studies?

Case studies can be a wonderful tool for any business of any size to use to gain an in-depth understanding of their clients, products, customers, or services, but there are limitations.

One limitation of case studies is the fact that, unless there are other recently published examples, there is nothing to compare them to since, most of the time, you are conducting a single, not multiple, case studies.

Another limitation is the fact that most case studies can lack scientific evidence.

Types of case studies

There are specific types of case studies to choose from, and each specific type will yield different results. Some case study types even overlap, which is sometimes more favorable, as they provide even more pertinent data.

Here are overviews of the different types of case studies, each with its own theoretical framework, so you can determine which type would be most effective for helping you meet your goals.

Explanatory case studies

Explanatory case studies are pretty straightforward, as they're not difficult to interpret. This type of case study is best if there aren't many variables involved because explanatory case studies can easily answer questions like "how" and "why" through theory development.

Exploratory case studies

An exploratory case study does exactly what its name implies: it goes into specific detail about the topic at hand in a natural, real-life context with qualitative research.

The benefits of exploratory case studies are limitless, with the main one being that it offers a great deal of flexibility. Having flexibility when writing a case study is important because you can't always predict what obstacles might arise during the qualitative research process.

Collective case studies

Collective case studies require you to study many different individuals in order to obtain usable data.

Case studies that involve an investigation of people will involve many different variables, all of which can't be predicted. Despite this fact, there are many benefits of collective case studies, including the fact that it allows an ongoing analysis of the data collected.

Intrinsic case studies

This type of study differs from the others as it focuses on the inquiry of one specific instance among many possibilities.

Many people prefer these types of case studies because it allows them to learn about the particular instance that they wish to investigate further.

Instrumental case studies

An instrumental case study is similar to an intrinsic one, as it focuses on a particular instance, whether it's a person, organization, or something different.

One thing that differentiates instrumental case studies from intrinsic ones is the fact that instrumental case studies aren't chosen merely because a person is interested in learning about a specific instance.

Tips for writing a case study

If you have decided to write case studies for your company, then you may be unsure of where to start or which type to conduct.

However, it doesn't have to be difficult or confusing to begin conducting a case study that will help you identify ways to improve your business.

Here are some helpful tips for writing your case studies:

1. Your case study must be written in the proper format

When writing a case study, the format that you should be similar to this:

Administrative summary

The executive summary is an overview of what your report will contain, written in a concise manner while providing real-life context.

Despite the fact that the executive summary should appear at the beginning of your case studies, it shouldn't be written until you've completed the entire report because if you write it before you finish the report, this summary may not be completely accurate.

Key problem statement

In this section of your case study, you will briefly describe the problem that you hope to solve by conducting the study. You will have the opportunity to elaborate on the problem that you're focusing on as you get into the breadth of the report.

Problem exploration

This part of the case study isn't as brief as the other two, and it goes into more detail about the problem at hand. Your problem exploration must include why the identified problem needs to be solved as well as the urgency of solving it.

Additionally, it must include justification for conducting the problem-solving, as the benefits must outweigh the efforts and costs.

Proposed resolution

This case study section will also be lengthier than the first two. It must include how you propose going about rectifying the problem. The "recommended solution" section must also include potential obstacles that you might experience, as well as how these will be managed.

Furthermore, you will need to list alternative solutions and explain the reason the chosen solution is best. Charts can enhance your report and make it easier to read, and provide as much proof to substantiate your claim as possible.

Overview of monetary consideration

An overview of monetary consideration is essential for all case studies, as it will be used to convince all involved parties why your project should be funded. You must successfully convince them that the cost is worth the investment it will require. It's important that you stress the necessity for this particular case study and explain the expected outcome.

Execution timeline

In the execution times of case studies, you explain how long you predict it will take to implement your study. The shorter the time it will take to implement your plan, the more apt it is to be approved. However, be sure to provide a reasonable timeline, taking into consideration any additional time that might be needed due to obstacles.

Always include a conclusion in your case study. This is where you will briefly wrap up your entire proposal, stressing the benefits of completing the data collection and data analysis in order to rectify your problem.

2. Make it clear and comprehensive

You want to write your case studies with as much clarity as possible so that every aspect of the report is understood. Be sure to double-check your grammar, spelling, punctuation, and more, as you don't want to submit a poorly-written document.

Not only would a poorly-written case study fail to prove that what you are trying to achieve is important, but it would also increase the chances that your report will be tossed aside and not taken seriously.

3. Don't rush through the process

Writing the perfect case study takes time and patience. Rushing could result in your forgetting to include information that is crucial to your entire study. Don't waste your time creating a study that simply isn't ready. Take the necessary time to perform all the research necessary to write the best case study possible.

Depending on the case study, conducting case study research could mean using qualitative methods, quantitative methods, or both. Qualitative research questions focus on non-numerical data, such as how people feel, their beliefs, their experiences, and so on.

Meanwhile, quantitative research questions focus on numerical or statistical data collection to explain causal links or get an in-depth picture.

It is also important to collect insightful and constructive feedback. This will help you better understand the outcome as well as any changes you need to make to future case studies. Consider using formal and informal ways to collect feedback to ensure that you get a range of opinions and perspectives.

4. Be confident in your theory development

While writing your case study or conducting your formal experimental investigation, you should have confidence in yourself and what you're proposing in your report. If you took the time to gather all the pertinent data collected to complete the report, don't second-guess yourself or doubt your abilities. If you believe your report will be amazing, then it likely will be.

5. Case studies and all qualitative research are long

It's expected that multiple case studies are going to be incredibly boring, and there is no way around this. However, it doesn't mean you can choose your language carefully in order to keep your audience as engaged as possible.

If your audience loses interest in your case study at the beginning, for whatever reason, then this increases the likelihood that your case study will not be funded.

Case study examples

If you want to learn more about how to write a case study, it might be beneficial to take a look at a few case study examples. Below are a few interesting case study examples you may want to take a closer look at.

• Phineas Gage by John Martin Marlow : One of the most famous case studies comes from the medical field, and it is about the story of Phineas Gage, a man who had a railroad spike driven through his head in 1848. As he was working on a railroad, an explosive charge went off prematurely, sending a railroad rod through his head. Even though he survived this incident, he lost his left eye. However, Phineas Gage was studied extensively over the years because his experiences had a significant, lasting impact on his personality. This served as a case study because his injury showed different parts of the brain have different functions.
• Kitty Genovese and the bystander effect : This is a tragic case study that discusses the murder of Kitty Genovese, a woman attacked and murdered in Queens, New York City. Shockingly, while numerous neighbors watched the scene, nobody called for help because they assumed someone else would. This case study helped to define the bystander effect, which is when a person fails to intervene during an emergency because other people are around.
• Henry Molaison and the study of memory : Henry Molaison lost his memory and suffered from debilitating amnesia. He suffered from childhood epilepsy, and medical professionals attempted to remove the part of his brain that was causing his seizures. He had a portion of his brain removed, but it completely took away his ability to hold memories. Even though he went on to live until the age of 82, he was always forced to live in the present moment, as he was completely unable to form new memories.

Case study FAQs

When should you do a case study.

There are several scenarios when conducting a case study can be beneficial. Case studies are often used when there's a "why" or "how" question that needs to be answered. Case studies are also beneficial when trying to understand a complex phenomenon, there's limited research on a topic, or when you're looking for practical solutions to a problem.

How can case study results be used to make business decisions?

You can use the results from a case study to make future business decisions if you find yourself in a similar situation. As you assess the results of a case study, you can identify best practices, evaluate the effectiveness of an intervention, generate new and creative ideas, or get a better understanding of customer needs.

How are case studies different from other research methodologies?

When compared to other research methodologies, such as experimental or qualitative research methodology, a case study does not require a representative sample. For example, if you are performing quantitative research, you have a lot of subjects that expand your sample size. If you are performing experimental research, you may have a random sample in front of you. A case study is usually designed to deliberately focus on unusual situations, which allows it to shed new light on a specific business research problem.

Writing multiple case studies for your business

If you're feeling overwhelmed by the idea of writing a case study and it seems completely foreign, then you aren't alone. Writing a case study for a business is a very big deal, but fortunately, there is help available because an example of a case study doesn't always help.

Mailchimp, a well-known marketing company that provides comprehensive marketing support for all sorts of businesses, can assist you with your case study, or you can review one of their own recently published examples.

Mailchimp can assist you with developing the most effective content strategy to increase your chances of being as successful as possible. Mailchimp's content studio is a great tool that can help your business immensely.

Case Study Research Method in Psychology

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

On This Page:

Case studies are in-depth investigations of a person, group, event, or community. Typically, data is gathered from various sources using several methods (e.g., observations & interviews).

The case study research method originated in clinical medicine (the case history, i.e., the patient’s personal history). In psychology, case studies are often confined to the study of a particular individual.

The information is mainly biographical and relates to events in the individual’s past (i.e., retrospective), as well as to significant events that are currently occurring in his or her everyday life.

The case study is not a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies.

Freud (1909a, 1909b) conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

This makes it clear that the case study is a method that should only be used by a psychologist, therapist, or psychiatrist, i.e., someone with a professional qualification.

There is an ethical issue of competence. Only someone qualified to diagnose and treat a person can conduct a formal case study relating to atypical (i.e., abnormal) behavior or atypical development.

 Famous Case Studies

• Anna O – One of the most famous case studies, documenting psychoanalyst Josef Breuer’s treatment of “Anna O” (real name Bertha Pappenheim) for hysteria in the late 1800s using early psychoanalytic theory.
• Little Hans – A child psychoanalysis case study published by Sigmund Freud in 1909 analyzing his five-year-old patient Herbert Graf’s house phobia as related to the Oedipus complex.
• Bruce/Brenda – Gender identity case of the boy (Bruce) whose botched circumcision led psychologist John Money to advise gender reassignment and raise him as a girl (Brenda) in the 1960s.
• Genie Wiley – Linguistics/psychological development case of the victim of extreme isolation abuse who was studied in 1970s California for effects of early language deprivation on acquiring speech later in life.
• Phineas Gage – One of the most famous neuropsychology case studies analyzes personality changes in railroad worker Phineas Gage after an 1848 brain injury involving a tamping iron piercing his skull.

Clinical Case Studies

• Studying the effectiveness of psychotherapy approaches with an individual patient
• Assessing and treating mental illnesses like depression, anxiety disorders, PTSD
• Neuropsychological cases investigating brain injuries or disorders

Child Psychology Case Studies

• Studying psychological development from birth through adolescence
• Cases of learning disabilities, autism spectrum disorders, ADHD
• Effects of trauma, abuse, deprivation on development

Types of Case Studies

• Explanatory case studies : Used to explore causation in order to find underlying principles. Helpful for doing qualitative analysis to explain presumed causal links.
• Exploratory case studies : Used to explore situations where an intervention being evaluated has no clear set of outcomes. It helps define questions and hypotheses for future research.
• Descriptive case studies : Describe an intervention or phenomenon and the real-life context in which it occurred. It is helpful for illustrating certain topics within an evaluation.
• Multiple-case studies : Used to explore differences between cases and replicate findings across cases. Helpful for comparing and contrasting specific cases.
• Intrinsic : Used to gain a better understanding of a particular case. Helpful for capturing the complexity of a single case.
• Collective : Used to explore a general phenomenon using multiple case studies. Helpful for jointly studying a group of cases in order to inquire into the phenomenon.

Where Do You Find Data for a Case Study?

There are several places to find data for a case study. The key is to gather data from multiple sources to get a complete picture of the case and corroborate facts or findings through triangulation of evidence. Most of this information is likely qualitative (i.e., verbal description rather than measurement), but the psychologist might also collect numerical data.

1. Primary sources

• Interviews – Interviewing key people related to the case to get their perspectives and insights. The interview is an extremely effective procedure for obtaining information about an individual, and it may be used to collect comments from the person’s friends, parents, employer, workmates, and others who have a good knowledge of the person, as well as to obtain facts from the person him or herself.
• Observations – Observing behaviors, interactions, processes, etc., related to the case as they unfold in real-time.
• Documents & Records – Reviewing private documents, diaries, public records, correspondence, meeting minutes, etc., relevant to the case.

2. Secondary sources

• News/Media – News coverage of events related to the case study.
• Academic articles – Journal articles, dissertations etc. that discuss the case.
• Government reports – Official data and records related to the case context.
• Books/films – Books, documentaries or films discussing the case.

3. Archival records

Searching historical archives, museum collections and databases to find relevant documents, visual/audio records related to the case history and context.

Public archives like newspapers, organizational records, photographic collections could all include potentially relevant pieces of information to shed light on attitudes, cultural perspectives, common practices and historical contexts related to psychology.

4. Organizational records

Organizational records offer the advantage of often having large datasets collected over time that can reveal or confirm psychological insights.

Of course, privacy and ethical concerns regarding confidential data must be navigated carefully.

However, with proper protocols, organizational records can provide invaluable context and empirical depth to qualitative case studies exploring the intersection of psychology and organizations.

• Organizational/industrial psychology research : Organizational records like employee surveys, turnover/retention data, policies, incident reports etc. may provide insight into topics like job satisfaction, workplace culture and dynamics, leadership issues, employee behaviors etc.
• Clinical psychology : Therapists/hospitals may grant access to anonymized medical records to study aspects like assessments, diagnoses, treatment plans etc. This could shed light on clinical practices.
• School psychology : Studies could utilize anonymized student records like test scores, grades, disciplinary issues, and counseling referrals to study child development, learning barriers, effectiveness of support programs, and more.

How do I Write a Case Study in Psychology?

Follow specified case study guidelines provided by a journal or your psychology tutor. General components of clinical case studies include: background, symptoms, assessments, diagnosis, treatment, and outcomes. Interpreting the information means the researcher decides what to include or leave out. A good case study should always clarify which information is the factual description and which is an inference or the researcher’s opinion.

1. Introduction

• Provide background on the case context and why it is of interest, presenting background information like demographics, relevant history, and presenting problem.
• Compare briefly to similar published cases if applicable. Clearly state the focus/importance of the case.

2. Case Presentation

• Describe the presenting problem in detail, including symptoms, duration,and impact on daily life.
• Include client demographics like age and gender, information about social relationships, and mental health history.
• Describe all physical, emotional, and/or sensory symptoms reported by the client.
• Use patient quotes to describe the initial complaint verbatim. Follow with full-sentence summaries of relevant history details gathered, including key components that led to a working diagnosis.
• Summarize clinical exam results, namely orthopedic/neurological tests, imaging, lab tests, etc. Note actual results rather than subjective conclusions. Provide images if clearly reproducible/anonymized.
• Clearly state the working diagnosis or clinical impression before transitioning to management.

3. Management and Outcome

• Indicate the total duration of care and number of treatments given over what timeframe. Use specific names/descriptions for any therapies/interventions applied.
• Present the results of the intervention,including any quantitative or qualitative data collected.
• For outcomes, utilize visual analog scales for pain, medication usage logs, etc., if possible. Include patient self-reports of improvement/worsening of symptoms. Note the reason for discharge/end of care.

4. Discussion

• Analyze the case, exploring contributing factors, limitations of the study, and connections to existing research.
• Analyze the effectiveness of the intervention,considering factors like participant adherence, limitations of the study, and potential alternative explanations for the results.
• Identify any questions raised in the case analysis and relate insights to established theories and current research if applicable. Avoid definitive claims about physiological explanations.
• Offer clinical implications, and suggest future research directions.

5. Additional Items

• Thank specific assistants for writing support only. No patient acknowledgments.
• References should directly support any key claims or quotes included.
• Use tables/figures/images only if substantially informative. Include permissions and legends/explanatory notes.
• Provides detailed (rich qualitative) information.
• Provides insight for further research.
• Permitting investigation of otherwise impractical (or unethical) situations.

Case studies allow a researcher to investigate a topic in far more detail than might be possible if they were trying to deal with a large number of research participants (nomothetic approach) with the aim of ‘averaging’.

Because of their in-depth, multi-sided approach, case studies often shed light on aspects of human thinking and behavior that would be unethical or impractical to study in other ways.

Research that only looks into the measurable aspects of human behavior is not likely to give us insights into the subjective dimension of experience, which is important to psychoanalytic and humanistic psychologists.

Case studies are often used in exploratory research. They can help us generate new ideas (that might be tested by other methods). They are an important way of illustrating theories and can help show how different aspects of a person’s life are related to each other.

The method is, therefore, important for psychologists who adopt a holistic point of view (i.e., humanistic psychologists ).

Limitations

• Lacking scientific rigor and providing little basis for generalization of results to the wider population.
• Researchers’ own subjective feelings may influence the case study (researcher bias).
• Difficult to replicate.
• Time-consuming and expensive.
• The volume of data, together with the time restrictions in place, impacted the depth of analysis that was possible within the available resources.

Because a case study deals with only one person/event/group, we can never be sure if the case study investigated is representative of the wider body of “similar” instances. This means the conclusions drawn from a particular case may not be transferable to other settings.

Because case studies are based on the analysis of qualitative (i.e., descriptive) data , a lot depends on the psychologist’s interpretation of the information she has acquired.

This means that there is a lot of scope for Anna O , and it could be that the subjective opinions of the psychologist intrude in the assessment of what the data means.

For example, Freud has been criticized for producing case studies in which the information was sometimes distorted to fit particular behavioral theories (e.g., Little Hans ).

This is also true of Money’s interpretation of the Bruce/Brenda case study (Diamond, 1997) when he ignored evidence that went against his theory.

Breuer, J., & Freud, S. (1895).  Studies on hysteria . Standard Edition 2: London.

Curtiss, S. (1981). Genie: The case of a modern wild child .

Diamond, M., & Sigmundson, K. (1997). Sex Reassignment at Birth: Long-term Review and Clinical Implications. Archives of Pediatrics & Adolescent Medicine , 151(3), 298-304

Freud, S. (1909a). Analysis of a phobia of a five year old boy. In The Pelican Freud Library (1977), Vol 8, Case Histories 1, pages 169-306

Freud, S. (1909b). Bemerkungen über einen Fall von Zwangsneurose (Der “Rattenmann”). Jb. psychoanal. psychopathol. Forsch ., I, p. 357-421; GW, VII, p. 379-463; Notes upon a case of obsessional neurosis, SE , 10: 151-318.

Harlow J. M. (1848). Passage of an iron rod through the head.  Boston Medical and Surgical Journal, 39 , 389–393.

Harlow, J. M. (1868).  Recovery from the Passage of an Iron Bar through the Head .  Publications of the Massachusetts Medical Society. 2  (3), 327-347.

Money, J., & Ehrhardt, A. A. (1972).  Man & Woman, Boy & Girl : The Differentiation and Dimorphism of Gender Identity from Conception to Maturity. Baltimore, Maryland: Johns Hopkins University Press.

Money, J., & Tucker, P. (1975). Sexual signatures: On being a man or a woman.

Further Information

• Case Study Approach
• Case Study Method
• Enhancing the Quality of Case Studies in Health Services Research
• “We do things together” A case study of “couplehood” in dementia
• Using mixed methods for evaluating an integrative approach to cancer care: a case study

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Writing a Case Study

What is a case study?

A Case study is: 

• An in-depth research design that primarily uses a qualitative methodology but sometimes​​ includes quantitative methodology.
• Used to examine an identifiable problem confirmed through research.
• Used to investigate an individual, group of people, organization, or event.
• Used to mostly answer "how" and "why" questions.

What are the different types of case studies?

Note: These are the primary case studies. As you continue to research and learn

about case studies you will begin to find a robust list of different types. 

Who are your case study participants?

What is triangulation ? 

Validity and credibility are an essential part of the case study. Therefore, the researcher should include triangulation to ensure trustworthiness while accurately reflecting what the researcher seeks to investigate.

How to write a Case Study?

When developing a case study, there are different ways you could present the information, but remember to include the five parts for your case study.

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

What is the definition of a case study.

A case study is typically a research paper to generate an in-depth and multi-faced understanding of any complicated issue in a life scenario. It is a well-written research design that is very commonly used in a wide range of disciplines.

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Case Study Examples

• Marketing case study examples: Case studies in marketing are written to show your success, and you must always prominently showcase your buoyant suits. You can use bright, bold colours with many contesting fonts, shapes, and simple icons to highlight your case study.
• You need to highlight your big win on the 2nd page with a bright orange colour with highlighted circles.
• Make the essential data stand out exceptionally to track your prospective customers.
• Marketing all the critical data is very important in your marketing case study.

Use a straightforward and crystal clear layout of the case study.

• Using a straightforward layout in any case study is very effective. For example, keeping a spotless white background and drawing slim lines helps to separate these sections in a specific way for formatting the case study.
• Making the information clear helps draw attention to the results and helps to improve the accessibility of the design.
• The case study examples must sit nicely with more extended reports and a consistent layout.

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What Are the Types of Case Studies?

Case studies can be categorized into several types based on their focus and purpose. Here are some common types of case studies:

• Collective Case Studies : These types of case studies involve investigating any group of individuals. Here, the researchers need to study a group of people in a specific setting or any community. Ex: Psychologists must explore how access to the resources in any society can affect people’s mental wellness.
• Descriptive Case Studies: These involve starting with any descriptive theory. The subjects are then observed, and the gathered information is compared to the preexisting approaches.
• Explanatory Case Studies: These types of case studies are primarily used to conduct any casual investigation. Here, the researchers are more interested in looking for the factors that caused specific results.
• Exploratory Case Studies : These case studies are conducted when researchers want to explore a new or relatively unexplored topic. They are more open-ended and aim to generate hypotheses and ideas for further research.
• Instrumental Case Studies : These case studies are selected because they provide insights into a broader issue or theory. The case is used as a means to investigate a more general phenomenon.
• Intrinsic Case Studies : In these case studies, the case itself is of particular interest due to its uniqueness or rarity. The goal is not to generalize findings to a larger population but to understand the specific case deeply.
• Pilot Case Studies : Pilot case studies are conducted as a preliminary investigation before launching a larger study. They help researchers refine their research questions, methods, and procedures.
• Problem-Oriented Case Studies : These case studies focus on solving a specific problem or addressing a particular issue. Researchers aim to provide practical solutions based on their analysis of the case.
• Ethnographic Case Studies : Ethnographic case studies involve immersing the researcher in the subject’s environment to gain an in-depth cultural understanding. This is often used in anthropology and sociology.
• Longitudinal Case Studies : Longitudinal studies involve observing and analyzing a case over an extended period of time. This allows researchers to track changes, developments, and trends that occur over time.
• Comparative Case Studies : Comparative case studies involve comparing two or more cases to draw similarities, differences, and patterns between them. This type of study is often used to test hypotheses or theories.
• Critical Instance Case Studies : Critical instance cases are chosen because they represent a crucial or pivotal event that can provide insights into a larger issue or theory.

Each type of case study serves a different purpose and is designed to answer specific research questions. Researchers choose the type of case study that best aligns with their objectives and the nature of the phenomenon they are investigating.

Also, Check Out –  Why Is Everyone Talking About Case Study Help?

What Are the Methods of a Case Study?

A   case study research   is a qualitative research design. It is often used in the social sciences since it involves observing the cases or subjects in their settings with the most minor interference from the researcher.

In the case study method, the researchers pose a definite question raging any individual or group for testing their hypotheses or theories. This is done by gathering data from the interviews with the essential data.

Case study research is a perfect way to understand the nuances of any matter often neglected in quantitative research methods. A case study is distinct from any other qualitative study in the following ways:

• Focused on the effect of any set of circumstances in any group or any individual
• It mostly begins with any specific question regarding one or more cases
• It usually focuses on the individual accounts and its experiences

The primary features of case study research methods are as follows:

• The case study methods   must involve the researcher asking a few questions of one person or a small group of people who are known as the respondents for testing the survey.
• The case study in the research mythology might apply triangulation to collect data. It is then analyzed and interpreted to form a hypothesis to be tested through further research or validated by other researchers.
• Concepts are defined using objective language with references to the Preconceived Notions. These individuals may have about them. A researcher sets out to discover by asking any specific question on how people think about their findings.
• The case study method needs a clear concept and theory to guide the processes. A well-organized research question is fundamental while conducting any case study since its results depend on it. The best approach for answering the research questions is challenging the preexisting theories, assumptions or hypotheses.

Benefits and Limitations of Case Studies

The benefits of case studies are as follows:

• Case studies give many details to be collected and will be easily obtained by the other research designs. The collected data is mostly richer than that can be funded via different experimental methods.
• Case studies are primarily conducted on the rare cases where more extensive samples of similar participants are unavailable.
• Within certain case studies, scientific experiments can also be conducted.
• The case studies can also help the experimenters adapt the ideas and produce novel hypotheses for later testing.

Disadvantages of Case Studies

• One of the main criticisms in case studies is that the collected data cannot necessarily be generated for any broader population. This can lead to data being collected over any case study that is only sometimes relevant or useful.
• Some of the case studies still need to be scientific. Many scientists used case studies for conducting several experiments, the results of which were only sometimes very successful.
• Case studies are primarily based on one person, so it can be only one experimenter who is collecting the data. This can lead to a bias in data collection that can influence the results in frequent designs.
• Drawing any definite cause or effect from many case studies is sometimes challenging.

Importance of Case Study

• A case study is a particular research h method involving an up-close and in-depth investigation of any subject, and it is related to a contextual position. These are produced by following a research form. The case study helps in bringing the understanding of any complex issue. This can extend experience or add strength to the already existing knowledge via the previous research. The contextual analysis revolves around a small number of events or situations.
• Researchers have used case studies for an extended period, and they have been successfully applied in various disciplines like social sciences.

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• Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

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

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

Table of contents

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

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

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

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

Prevent plagiarism, run a free check.

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

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

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

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

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

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

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

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

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

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

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

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

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

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

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Case studies are effective research methods that focus on one specific case over time. This gives a detailed view that's great for learning.

Writing a case study is a very useful form of study in the educational process. With real-life examples, students can learn more effectively. 

A case study also has different types and forms. As a rule of thumb, all of them require a detailed and convincing answer based on a thorough analysis.

In this blog, we are going to discuss the different types of case study research methods in detail.

So, let’s dive right in!

• 1. Understanding Case Studies
• 2. What are the Types of Case Study?
• 3. Types of Subjects of Case Study 
• 4. Benefits of Case Study for Students

Understanding Case Studies

Case studies are a type of research methodology. Case study research designs examine subjects, projects, or organizations to provide an analysis based on the evidence.

It allows you to get insight into what causes any subject’s decisions and actions. This makes case studies a great way for students to develop their research skills.

A case study focuses on a single project for an extended period, which allows students to explore the topic in depth.

What are the Types of Case Study?

Multiple case studies are used for different purposes. The main purpose of case studies is to analyze problems within the boundaries of a specific organization, environment, or situation. 

Many aspects of a case study such as data collection and analysis, qualitative research questions, etc. are dependent on the researcher and what the study is looking to address. 

Case studies can be divided into the following categories:

Illustrative Case Study

Exploratory case study, cumulative case study, critical instance case study, descriptive case study, intrinsic case study, instrumental case study.

Let’s take a look at the detailed description of each type of case study with examples. 

An illustrative case study is used to examine a familiar case to help others understand it. It is one of the main types of case studies in research methodology and is primarily descriptive. 

In this type of case study, usually, one or two instances are used to explain what a situation is like. 

Here is an example to help you understand it better:

Illustrative Case Study Example

An exploratory case study is usually done before a larger-scale research. These types of case studies are very popular in the social sciences like political science and primarily focus on real-life contexts and situations.

This method is useful in identifying research questions and methods for a large and complex study. 

Let’s take a look at this example to help you have a better understanding:

Exploratory Case Study Example

A cumulative case study is one of the main types of case studies in qualitative research. It is used to collect information from different sources at different times.

This case study aims to summarize the past studies without spending additional cost and time on new investigations. 

Let’s take a look at the example below:

Cumulative Case Study Example

Critical instances case studies are used to determine the cause and consequence of an event. 

The main reason for this type of case study is to investigate one or more sources with unique interests and sometimes with no interest in general. 

Take a look at this example below:

Critical Instance Case Study Example

When you have a hypothesis, you can design a descriptive study. It aims to find connections between the subject being studied and a theory.

After making these connections, the study can be concluded. The results of the descriptive case study will usually suggest how to develop a theory further.

This example can help you understand the concept better:

Descriptive Case Study Example

Intrinsic studies are more commonly used in psychology, healthcare, or social work. So, if you were looking for types of case studies in sociology, or types of case studies in social research, this is it.

The focus of intrinsic studies is on the individual. The aim of such studies is not only to understand the subject better but also their history and how they interact with their environment.

Here is an example to help you understand;

Intrinsic Case Study Example

This type of case study is mostly used in qualitative research. In an instrumental case study, the specific case is selected to provide information about the research question.

It offers a lens through which researchers can explore complex concepts, theories, or generalizations.

Take a look at the example below to have a better understanding of the concepts:

Instrumental Case Study Example

Review some case study examples to help you understand how a specific case study is conducted.

Types of Subjects of Case Study 

In general, there are 5 types of subjects that case studies address. Every case study fits into the following subject categories. 

• Person: This type of study focuses on one subject or individual and can use several research methods to determine the outcome. 
• Group: This type of study takes into account a group of individuals. This could be a group of friends, coworkers, or family. 
• Location: The main focus of this type of study is the place. It also takes into account how and why people use the place. 
• Organization: This study focuses on an organization or company. This could also include the company employees or people who work in an event at the organization. 
• Event: This type of study focuses on a specific event. It could be societal or cultural and examines how it affects the surroundings. 

Benefits of Case Study for Students

Here's a closer look at the multitude of benefits students can have with case studies:

Real-world Application

Case studies serve as a crucial link between theory and practice. By immersing themselves in real-world scenarios, students can apply theoretical knowledge to practical situations.

Critical Thinking Skills

Analyzing case studies demands critical thinking and informed decision-making. Students cultivate the ability to evaluate information, identify key factors, and develop well-reasoned solutions – essential skills in both academic and professional contexts.

Enhanced Problem-solving Abilities

Case studies often present complex problems that require creative and strategic solutions. Engaging with these challenges refines students' problem-solving skills, encouraging them to think innovatively and develop effective approaches.

Holistic Understanding

Going beyond theoretical concepts, case studies provide a holistic view of a subject. Students gain insights into the multifaceted aspects of a situation, helping them connect the dots and understand the broader context.

Exposure to Diverse Perspectives

Case studies often encompass a variety of industries, cultures, and situations. This exposure broadens students' perspectives, fostering a more comprehensive understanding of the world and the challenges faced by different entities.

So there you have it!

We have explored different types of case studies and their examples. Case studies act as the tools to understand and deal with the many challenges and opportunities around us.

Case studies are being used more and more in colleges and universities to help students understand how a hypothetical event can influence a person, group, or organization in real life. 

Not everyone can handle the case study writing assignment easily. It is even scary to think that your time and work could be wasted if you don't do the case study paper right. 

Our essay writing service online  is here to make your academic journey easier. 

Let us worry about your essay and buy case study today to ease your stress and achieve academic success.

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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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The case study approach

Sarah crowe.

1 Division of Primary Care, The University of Nottingham, Nottingham, UK

Kathrin Cresswell

2 Centre for Population Health Sciences, The University of Edinburgh, Edinburgh, UK

Ann Robertson

3 School of Health in Social Science, The University of Edinburgh, Edinburgh, UK

Anthony Avery

Aziz sheikh.

The case study approach allows in-depth, multi-faceted explorations of complex issues in their real-life settings. The value of the case study approach is well recognised in the fields of business, law and policy, but somewhat less so in health services research. Based on our experiences of conducting several health-related case studies, we reflect on the different types of case study design, the specific research questions this approach can help answer, the data sources that tend to be used, and the particular advantages and disadvantages of employing this methodological approach. The paper concludes with key pointers to aid those designing and appraising proposals for conducting case study research, and a checklist to help readers assess the quality of case study reports.

Introduction

The case study approach is particularly useful to employ when there is a need to obtain an in-depth appreciation of an issue, event or phenomenon of interest, in its natural real-life context. Our aim in writing this piece is to provide insights into when to consider employing this approach and an overview of key methodological considerations in relation to the design, planning, analysis, interpretation and reporting of case studies.

The illustrative 'grand round', 'case report' and 'case series' have a long tradition in clinical practice and research. Presenting detailed critiques, typically of one or more patients, aims to provide insights into aspects of the clinical case and, in doing so, illustrate broader lessons that may be learnt. In research, the conceptually-related case study approach can be used, for example, to describe in detail a patient's episode of care, explore professional attitudes to and experiences of a new policy initiative or service development or more generally to 'investigate contemporary phenomena within its real-life context' [ 1 ]. Based on our experiences of conducting a range of case studies, we reflect on when to consider using this approach, discuss the key steps involved and illustrate, with examples, some of the practical challenges of attaining an in-depth understanding of a 'case' as an integrated whole. In keeping with previously published work, we acknowledge the importance of theory to underpin the design, selection, conduct and interpretation of case studies[ 2 ]. In so doing, we make passing reference to the different epistemological approaches used in case study research by key theoreticians and methodologists in this field of enquiry.

This paper is structured around the following main questions: What is a case study? What are case studies used for? How are case studies conducted? What are the potential pitfalls and how can these be avoided? We draw in particular on four of our own recently published examples of case studies (see Tables ​ Tables1, 1 , ​ ,2, 2 , ​ ,3 3 and ​ and4) 4 ) and those of others to illustrate our discussion[ 3 - 7 ].

Example of a case study investigating the reasons for differences in recruitment rates of minority ethnic people in asthma research[ 3 ]

Example of a case study investigating the process of planning and implementing a service in Primary Care Organisations[ 4 ]

Example of a case study investigating the introduction of the electronic health records[ 5 ]

Example of a case study investigating the formal and informal ways students learn about patient safety[ 6 ]

What is a case study?

A case study is a research approach that is used to generate an in-depth, multi-faceted understanding of a complex issue in its real-life context. It is an established research design that is used extensively in a wide variety of disciplines, particularly in the social sciences. A case study can be defined in a variety of ways (Table ​ (Table5), 5 ), the central tenet being the need to explore an event or phenomenon in depth and in its natural context. It is for this reason sometimes referred to as a "naturalistic" design; this is in contrast to an "experimental" design (such as a randomised controlled trial) in which the investigator seeks to exert control over and manipulate the variable(s) of interest.

Definitions of a case study

Stake's work has been particularly influential in defining the case study approach to scientific enquiry. He has helpfully characterised three main types of case study: intrinsic , instrumental and collective [ 8 ]. An intrinsic case study is typically undertaken to learn about a unique phenomenon. The researcher should define the uniqueness of the phenomenon, which distinguishes it from all others. In contrast, the instrumental case study uses a particular case (some of which may be better than others) to gain a broader appreciation of an issue or phenomenon. The collective case study involves studying multiple cases simultaneously or sequentially in an attempt to generate a still broader appreciation of a particular issue.

These are however not necessarily mutually exclusive categories. In the first of our examples (Table ​ (Table1), 1 ), we undertook an intrinsic case study to investigate the issue of recruitment of minority ethnic people into the specific context of asthma research studies, but it developed into a instrumental case study through seeking to understand the issue of recruitment of these marginalised populations more generally, generating a number of the findings that are potentially transferable to other disease contexts[ 3 ]. In contrast, the other three examples (see Tables ​ Tables2, 2 , ​ ,3 3 and ​ and4) 4 ) employed collective case study designs to study the introduction of workforce reconfiguration in primary care, the implementation of electronic health records into hospitals, and to understand the ways in which healthcare students learn about patient safety considerations[ 4 - 6 ]. Although our study focusing on the introduction of General Practitioners with Specialist Interests (Table ​ (Table2) 2 ) was explicitly collective in design (four contrasting primary care organisations were studied), is was also instrumental in that this particular professional group was studied as an exemplar of the more general phenomenon of workforce redesign[ 4 ].

What are case studies used for?

According to Yin, case studies can be used to explain, describe or explore events or phenomena in the everyday contexts in which they occur[ 1 ]. These can, for example, help to understand and explain causal links and pathways resulting from a new policy initiative or service development (see Tables ​ Tables2 2 and ​ and3, 3 , for example)[ 1 ]. In contrast to experimental designs, which seek to test a specific hypothesis through deliberately manipulating the environment (like, for example, in a randomised controlled trial giving a new drug to randomly selected individuals and then comparing outcomes with controls),[ 9 ] the case study approach lends itself well to capturing information on more explanatory ' how ', 'what' and ' why ' questions, such as ' how is the intervention being implemented and received on the ground?'. The case study approach can offer additional insights into what gaps exist in its delivery or why one implementation strategy might be chosen over another. This in turn can help develop or refine theory, as shown in our study of the teaching of patient safety in undergraduate curricula (Table ​ (Table4 4 )[ 6 , 10 ]. Key questions to consider when selecting the most appropriate study design are whether it is desirable or indeed possible to undertake a formal experimental investigation in which individuals and/or organisations are allocated to an intervention or control arm? Or whether the wish is to obtain a more naturalistic understanding of an issue? The former is ideally studied using a controlled experimental design, whereas the latter is more appropriately studied using a case study design.

Case studies may be approached in different ways depending on the epistemological standpoint of the researcher, that is, whether they take a critical (questioning one's own and others' assumptions), interpretivist (trying to understand individual and shared social meanings) or positivist approach (orientating towards the criteria of natural sciences, such as focusing on generalisability considerations) (Table ​ (Table6). 6 ). Whilst such a schema can be conceptually helpful, it may be appropriate to draw on more than one approach in any case study, particularly in the context of conducting health services research. Doolin has, for example, noted that in the context of undertaking interpretative case studies, researchers can usefully draw on a critical, reflective perspective which seeks to take into account the wider social and political environment that has shaped the case[ 11 ].

Example of epistemological approaches that may be used in case study research

How are case studies conducted?

Here, we focus on the main stages of research activity when planning and undertaking a case study; the crucial stages are: defining the case; selecting the case(s); collecting and analysing the data; interpreting data; and reporting the findings.

Defining the case

Carefully formulated research question(s), informed by the existing literature and a prior appreciation of the theoretical issues and setting(s), are all important in appropriately and succinctly defining the case[ 8 , 12 ]. Crucially, each case should have a pre-defined boundary which clarifies the nature and time period covered by the case study (i.e. its scope, beginning and end), the relevant social group, organisation or geographical area of interest to the investigator, the types of evidence to be collected, and the priorities for data collection and analysis (see Table ​ Table7 7 )[ 1 ]. A theory driven approach to defining the case may help generate knowledge that is potentially transferable to a range of clinical contexts and behaviours; using theory is also likely to result in a more informed appreciation of, for example, how and why interventions have succeeded or failed[ 13 ].

Example of a checklist for rating a case study proposal[ 8 ]

For example, in our evaluation of the introduction of electronic health records in English hospitals (Table ​ (Table3), 3 ), we defined our cases as the NHS Trusts that were receiving the new technology[ 5 ]. Our focus was on how the technology was being implemented. However, if the primary research interest had been on the social and organisational dimensions of implementation, we might have defined our case differently as a grouping of healthcare professionals (e.g. doctors and/or nurses). The precise beginning and end of the case may however prove difficult to define. Pursuing this same example, when does the process of implementation and adoption of an electronic health record system really begin or end? Such judgements will inevitably be influenced by a range of factors, including the research question, theory of interest, the scope and richness of the gathered data and the resources available to the research team.

Selecting the case(s)

The decision on how to select the case(s) to study is a very important one that merits some reflection. In an intrinsic case study, the case is selected on its own merits[ 8 ]. The case is selected not because it is representative of other cases, but because of its uniqueness, which is of genuine interest to the researchers. This was, for example, the case in our study of the recruitment of minority ethnic participants into asthma research (Table ​ (Table1) 1 ) as our earlier work had demonstrated the marginalisation of minority ethnic people with asthma, despite evidence of disproportionate asthma morbidity[ 14 , 15 ]. In another example of an intrinsic case study, Hellstrom et al.[ 16 ] studied an elderly married couple living with dementia to explore how dementia had impacted on their understanding of home, their everyday life and their relationships.

For an instrumental case study, selecting a "typical" case can work well[ 8 ]. In contrast to the intrinsic case study, the particular case which is chosen is of less importance than selecting a case that allows the researcher to investigate an issue or phenomenon. For example, in order to gain an understanding of doctors' responses to health policy initiatives, Som undertook an instrumental case study interviewing clinicians who had a range of responsibilities for clinical governance in one NHS acute hospital trust[ 17 ]. Sampling a "deviant" or "atypical" case may however prove even more informative, potentially enabling the researcher to identify causal processes, generate hypotheses and develop theory.

In collective or multiple case studies, a number of cases are carefully selected. This offers the advantage of allowing comparisons to be made across several cases and/or replication. Choosing a "typical" case may enable the findings to be generalised to theory (i.e. analytical generalisation) or to test theory by replicating the findings in a second or even a third case (i.e. replication logic)[ 1 ]. Yin suggests two or three literal replications (i.e. predicting similar results) if the theory is straightforward and five or more if the theory is more subtle. However, critics might argue that selecting 'cases' in this way is insufficiently reflexive and ill-suited to the complexities of contemporary healthcare organisations.

The selected case study site(s) should allow the research team access to the group of individuals, the organisation, the processes or whatever else constitutes the chosen unit of analysis for the study. Access is therefore a central consideration; the researcher needs to come to know the case study site(s) well and to work cooperatively with them. Selected cases need to be not only interesting but also hospitable to the inquiry [ 8 ] if they are to be informative and answer the research question(s). Case study sites may also be pre-selected for the researcher, with decisions being influenced by key stakeholders. For example, our selection of case study sites in the evaluation of the implementation and adoption of electronic health record systems (see Table ​ Table3) 3 ) was heavily influenced by NHS Connecting for Health, the government agency that was responsible for overseeing the National Programme for Information Technology (NPfIT)[ 5 ]. This prominent stakeholder had already selected the NHS sites (through a competitive bidding process) to be early adopters of the electronic health record systems and had negotiated contracts that detailed the deployment timelines.

It is also important to consider in advance the likely burden and risks associated with participation for those who (or the site(s) which) comprise the case study. Of particular importance is the obligation for the researcher to think through the ethical implications of the study (e.g. the risk of inadvertently breaching anonymity or confidentiality) and to ensure that potential participants/participating sites are provided with sufficient information to make an informed choice about joining the study. The outcome of providing this information might be that the emotive burden associated with participation, or the organisational disruption associated with supporting the fieldwork, is considered so high that the individuals or sites decide against participation.

In our example of evaluating implementations of electronic health record systems, given the restricted number of early adopter sites available to us, we sought purposively to select a diverse range of implementation cases among those that were available[ 5 ]. We chose a mixture of teaching, non-teaching and Foundation Trust hospitals, and examples of each of the three electronic health record systems procured centrally by the NPfIT. At one recruited site, it quickly became apparent that access was problematic because of competing demands on that organisation. Recognising the importance of full access and co-operative working for generating rich data, the research team decided not to pursue work at that site and instead to focus on other recruited sites.

Collecting the data

In order to develop a thorough understanding of the case, the case study approach usually involves the collection of multiple sources of evidence, using a range of quantitative (e.g. questionnaires, audits and analysis of routinely collected healthcare data) and more commonly qualitative techniques (e.g. interviews, focus groups and observations). The use of multiple sources of data (data triangulation) has been advocated as a way of increasing the internal validity of a study (i.e. the extent to which the method is appropriate to answer the research question)[ 8 , 18 - 21 ]. An underlying assumption is that data collected in different ways should lead to similar conclusions, and approaching the same issue from different angles can help develop a holistic picture of the phenomenon (Table ​ (Table2 2 )[ 4 ].

Brazier and colleagues used a mixed-methods case study approach to investigate the impact of a cancer care programme[ 22 ]. Here, quantitative measures were collected with questionnaires before, and five months after, the start of the intervention which did not yield any statistically significant results. Qualitative interviews with patients however helped provide an insight into potentially beneficial process-related aspects of the programme, such as greater, perceived patient involvement in care. The authors reported how this case study approach provided a number of contextual factors likely to influence the effectiveness of the intervention and which were not likely to have been obtained from quantitative methods alone.

In collective or multiple case studies, data collection needs to be flexible enough to allow a detailed description of each individual case to be developed (e.g. the nature of different cancer care programmes), before considering the emerging similarities and differences in cross-case comparisons (e.g. to explore why one programme is more effective than another). It is important that data sources from different cases are, where possible, broadly comparable for this purpose even though they may vary in nature and depth.

Analysing, interpreting and reporting case studies

Making sense and offering a coherent interpretation of the typically disparate sources of data (whether qualitative alone or together with quantitative) is far from straightforward. Repeated reviewing and sorting of the voluminous and detail-rich data are integral to the process of analysis. In collective case studies, it is helpful to analyse data relating to the individual component cases first, before making comparisons across cases. Attention needs to be paid to variations within each case and, where relevant, the relationship between different causes, effects and outcomes[ 23 ]. Data will need to be organised and coded to allow the key issues, both derived from the literature and emerging from the dataset, to be easily retrieved at a later stage. An initial coding frame can help capture these issues and can be applied systematically to the whole dataset with the aid of a qualitative data analysis software package.

The Framework approach is a practical approach, comprising of five stages (familiarisation; identifying a thematic framework; indexing; charting; mapping and interpretation) , to managing and analysing large datasets particularly if time is limited, as was the case in our study of recruitment of South Asians into asthma research (Table ​ (Table1 1 )[ 3 , 24 ]. Theoretical frameworks may also play an important role in integrating different sources of data and examining emerging themes. For example, we drew on a socio-technical framework to help explain the connections between different elements - technology; people; and the organisational settings within which they worked - in our study of the introduction of electronic health record systems (Table ​ (Table3 3 )[ 5 ]. Our study of patient safety in undergraduate curricula drew on an evaluation-based approach to design and analysis, which emphasised the importance of the academic, organisational and practice contexts through which students learn (Table ​ (Table4 4 )[ 6 ].

Case study findings can have implications both for theory development and theory testing. They may establish, strengthen or weaken historical explanations of a case and, in certain circumstances, allow theoretical (as opposed to statistical) generalisation beyond the particular cases studied[ 12 ]. These theoretical lenses should not, however, constitute a strait-jacket and the cases should not be "forced to fit" the particular theoretical framework that is being employed.

When reporting findings, it is important to provide the reader with enough contextual information to understand the processes that were followed and how the conclusions were reached. In a collective case study, researchers may choose to present the findings from individual cases separately before amalgamating across cases. Care must be taken to ensure the anonymity of both case sites and individual participants (if agreed in advance) by allocating appropriate codes or withholding descriptors. In the example given in Table ​ Table3, 3 , we decided against providing detailed information on the NHS sites and individual participants in order to avoid the risk of inadvertent disclosure of identities[ 5 , 25 ].

What are the potential pitfalls and how can these be avoided?

The case study approach is, as with all research, not without its limitations. When investigating the formal and informal ways undergraduate students learn about patient safety (Table ​ (Table4), 4 ), for example, we rapidly accumulated a large quantity of data. The volume of data, together with the time restrictions in place, impacted on the depth of analysis that was possible within the available resources. This highlights a more general point of the importance of avoiding the temptation to collect as much data as possible; adequate time also needs to be set aside for data analysis and interpretation of what are often highly complex datasets.

Case study research has sometimes been criticised for lacking scientific rigour and providing little basis for generalisation (i.e. producing findings that may be transferable to other settings)[ 1 ]. There are several ways to address these concerns, including: the use of theoretical sampling (i.e. drawing on a particular conceptual framework); respondent validation (i.e. participants checking emerging findings and the researcher's interpretation, and providing an opinion as to whether they feel these are accurate); and transparency throughout the research process (see Table ​ Table8 8 )[ 8 , 18 - 21 , 23 , 26 ]. Transparency can be achieved by describing in detail the steps involved in case selection, data collection, the reasons for the particular methods chosen, and the researcher's background and level of involvement (i.e. being explicit about how the researcher has influenced data collection and interpretation). Seeking potential, alternative explanations, and being explicit about how interpretations and conclusions were reached, help readers to judge the trustworthiness of the case study report. Stake provides a critique checklist for a case study report (Table ​ (Table9 9 )[ 8 ].

Potential pitfalls and mitigating actions when undertaking case study research

Stake's checklist for assessing the quality of a case study report[ 8 ]

Conclusions

The case study approach allows, amongst other things, critical events, interventions, policy developments and programme-based service reforms to be studied in detail in a real-life context. It should therefore be considered when an experimental design is either inappropriate to answer the research questions posed or impossible to undertake. Considering the frequency with which implementations of innovations are now taking place in healthcare settings and how well the case study approach lends itself to in-depth, complex health service research, we believe this approach should be more widely considered by researchers. Though inherently challenging, the research case study can, if carefully conceptualised and thoughtfully undertaken and reported, yield powerful insights into many important aspects of health and healthcare delivery.

Competing interests

The authors declare that they have no competing interests.

Authors' contributions

AS conceived this article. SC, KC and AR wrote this paper with GH, AA and AS all commenting on various drafts. SC and AS are guarantors.

Pre-publication history

The pre-publication history for this paper can be accessed here:

http://www.biomedcentral.com/1471-2288/11/100/prepub

Acknowledgements

We are grateful to the participants and colleagues who contributed to the individual case studies that we have drawn on. This work received no direct funding, but it has been informed by projects funded by Asthma UK, the NHS Service Delivery Organisation, NHS Connecting for Health Evaluation Programme, and Patient Safety Research Portfolio. We would also like to thank the expert reviewers for their insightful and constructive feedback. Our thanks are also due to Dr. Allison Worth who commented on an earlier draft of this manuscript.

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All You Have To Know About Agile Project Management Methodologies !

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This article aims to help you discover and master the art of agile project management so you can turn your challenges into concrete successes. 🏆

But first, I’m sure that the term “ project management “, which is a very general one, doesn’t speak to everyone and needs a little clarification! ⛏️

🎯 In this case, it encompasses all activities aimed at organizing the smooth running of a marketing project , and achieving objectives effectively and efficiently. That is, within the constraints of time, budget and quality.

➡️ When managing a project, there are 5 stages to go through: conception, planning, execution, monitoring, control and finalization. To do this :

• We adopt a defined, pre-selected process for project execution.
• Knowledge, skills, tools and techniques are applied to all activities.

🦄 There are many marketing project management methods , each with its own advantages and disadvantages. The choice depends on the nature of the project, the organization, the types of activities, the group’s preferences…

For our part, we’re going to take a closer look at agile project management methods (as opposed to traditional models). 🤸🏼‍♀️ If you don’t know what that is, get ready to move from chaos to clarity! 💡

⬇️ Here’s the program:

• Agile project management: definition, context and benefits.
• Top 4 agile project management methods
• Case studies: Spotify and Twitter
• Tips for choosing the right method and tools

We’re off! 🤩

Agile Project Management : Definition, Context And Benefits

The definition of agile project management.

👉🏼 As you’ll have gathered by now, the term “ agile ” refers to a project management method that combines iterative and incremental approaches (we’ll see exactly what these approaches are later on).

Agility focuses on value delivery and continuous improvement, but also on values such as collaboration, adaptation, self-organization and transversality. 💎

🤝 We speak of co-design between all stakeholders, who aim to find the best solutions to meet the project’s challenges and create maximum value.

The model is based on the setting of short-term iterative objectives , as well as on the evolution of requirements and solutions through. 🔄

🧩 A major project is broken down into stages and/or sequences taking place one after the other: these are known as sprint . 🏃🏻‍♂️ Sprints are made up of several stages, generally consisting of the following:

• Retro-planning .
• Development.
• Testing and verification.
• Demonstration and/or deployment.
• Evaluation of results.
• Gathering comments and/or information.
• Establish new rules and move on to the next sprint (the solution doesn’t need to be completely finalized, just functional).

Flexibility and adaptability are the watchwords of this method. 🤸🏼‍♀️ We recommend using it when you’re unsure of the specifications from the outset, or when you lack visibility of how the project will evolve. 🧐

In short, agile project management is applicable to a multitude of activities and projects. That’s why it’s now a must-have and used by almost half of all organizations, according to an international study conducted in 2020 by Organize Agile. 🔍

Emergence Of The Agile Project Management Methods

📣 As a reminder, project management isn’t new, since it’s a concept that’s been used for hundreds of years. But the concept of “ agile project management ” is much more recent, having emerged in the 2000s.

Originally, organizations were dissatisfied with traditional project management approaches (predictive V-model method). They wanted to find a less constraining way of improving and accelerating the development process . ✨

After years of research, the Agile Manifesto that introduced the method, and proven feedback based on tangible indicators… 💥 Its effectiveness has finally been demonstrated with certainty.

🖱️ It first began to be democratized in the IT frameworks sector , and then beyond. These principles are now used by all functions in organizations, and several have been created.

At the end of the article, we provide examples of major companies using this method, along with their unavoidable principles. 🤩

But first, let’s explain what has convinced millions of organizations around the world to use it, and how they do it. 👇🏼

Benefits Of Agile Project Management

🎁 If agile methods has convinced so many people, it’s because it has more to offer than other models and its benefits are not negligible.

They are flexible and adapt easily to change. This means they can react quickly to new requirements and unforeseen events. In particular, thanks to the division of labor into small iterations, they can deliver results quickly and adapt to change. 🎢

💎 In short, what distinguishes the agile project management method is its ability to :

• Offer a faster, more flexible and more efficient way of managing unforeseen, deadlines , adjusting or reducing.
• Produce more in less time, and offer greater flexibility to take advantage of opportunities as the project progresses.
• Integrate the customer into the construction of the project to improve their satisfaction and adapt more easily to their expectations.
• Encourage employee autonomy and bring all professions within the same group to share knowledge.
• Enhance management efficiency and the chances of achieving profitability targets, even in an uncertain and rapidly changing environment .
• Strengthen an organization’s market position and culture through a constructive approach.

Finally, all agile project management frameworks share five main components (inspired by the 12 principles of the Agile Manifesto ): cadence, synchronization, and quality development practices. 📚

We’ve just listed all the reasons why others have chosen to use it. And, we’ve also listed the reasons why you should use it too 😉

Obviously, there are several agile project management methods to choose from. 🌈 So, stay with us, we’ll introduce you right away!

Top 4 Most Commonly Used Agile Project Management Methods

💡 It’s time to help you choose the agile project management method best suited to your project and/or business, from among the main existing models.

1. Scrum Method

Scrum is the most popular agile project management method today. 👑

👀 Quite simple, it is dedicated to single-team management and aims to make visible the effectiveness of management techniques, work environment, so that improvements can be made.

It is based on a lightweight and agile framework for developing and maintaining complex projects. It helps individuals, teams and organizations generate value through adaptive solutions. 🤸🏼‍♀️

This agile project management method is based on two concepts ♻️ :

• Empiricism asserts that knowledge comes from experience and from making decisions based on what is observed, tested, approved and known.
• Lean management , is an agile project management method in its own right, reducing waste and focusing on the essential value or added-value production.

It also uses an iterative and incremental approach, with three essential pillars involving specific roles, events and artifacts.

The entire model structure is designed to optimize predictability and control risk . ☢️

1. Transparency : the progress of the work must be visible to all stakeholders. 👀

• What represents value here are the artifacts (product backlog , sprint backlog and increment ). They are designed to maximize the transparency of key information.
• Artifacts with low transparency can lead to decisions that decrease value and increase risk.
• Without “transparency”, there can be no inspection, as it would be misleading and costly.

2. Inspection : progress must be inspected. 🔍

• This step enables us to detect any deviations or potentially undesirable problems.
• To facilitate inspection and day-to-day organization, the pace is set by five events designed to facilitate change: the sprint, the planning sprint, the daily scrum , the sprint review and the sprint retrospective.
• Without inspection, no adaptation would be considered useless.

3. Adaptation : occurs when certain aspects deviate from the desired result. 🎯

• If the workflow deviates from acceptable limits, or if the result obtained is unacceptable, the process must be adjusted as soon as possible (to reduce any further deviation).
• The group is expected to adapt as it learns something new through inspection. Adaptation becomes more difficult if members are not prepared for it.
• The Scrum team must therefore bring together people who collectively have all the skills and expertise to apply the model, share or acquire skills… Team members include developers, a product owner and a scrum master (or the manager).

🏆 Scrum ‘s success depends on group members recognizing themselves through five values: commitment, focus, openness, respect and courage.

The structure of the method is deliberately incomplete , defining only the parts required. ❌ It builds on collective intelligence rather than providing detailed instructions.

2. SAFe Method

SAFe, or The Scaled Agile Framework , takes the agile method beyond the confines of a single team and integrates it into the company’s overall strategy. 🗺️

SAFe is a cross between Agile, Lean and DevOps. 🔀 It focuses on the detail of practices, roles and activities at the management of portfolio , program and team management levels.

🗓️ Work is planned in batches, so that problems can be identified earlier and progress is visible in real time. Ongoing rituals can also be regularly inspected and adapted.

To integrate agility at all levels, the method provides a knowledge base and establishes a common language as well as common foundations through various core values 👇🏼 :

• Alignment of business objectives to cope with rapid market changes.
• Integrated quality at every level.
• Exceed agility requirements.
• Trust and transparency.
• Program execution (ability to deliver a functional , high-quality project).
• Lean/Agile management and leadership to create the right environment and transform systems.

➡️ Next, SaFe can be configured and implemented in 3 levels , distinguished by their level of ease of implementation, the type of organization or activity and finally the quantity of elements to be integrated (roles, events, artifacts and skills).

Typically, this model is used by companies with hundreds or thousands of teams, operating in ART mode (Agile Release Train ). That is, with a cross-functional team bringing together several agile and multiprofile groups . 👥 With smaller organizations, this method will have no impact.

✋🏼 It is used, for example, when the following needs are identified:

• Bring greater coherence to the overall strategy.
• Standardize objectives and organization.
• Greater flexibility between groups and players.
• Streamline and facilitate development/delivery.

If you’re interested, the latest version of the method is now based on 10 principles, derived from Agile and Lean methodologies, but also from observation of successful companies. 📈

Please note that the application of a new model is not a miracle solution. 🤷🏻‍♀️ Furthermore, the complexity of SAFe’s application could dissuade many from using it, as it requires :

• Reorganization or even redesign of the entire organization.
• Rewriting and introducing new processes.
• Technical installation and familiarization with new tools.
• Culture change and learning agile values .
• A colossal task of adaptation and understanding.
• A multitude of roles and events to set up.

⚙️ For your information, there are several sources providing a roadmap for implementing SAFe (with detailed steps for getting started and configuring the organization for widespread adoption across all portfolios).

🆙 Finally, there are others Scale-up techniques that we won’t detail here: LeSS, Nexus, Scrum@Scale, Scrum of scrums , Lean Software Development , Disciplined Agile Delivery (DAD)…

3. Kanban Method

Kanban is a flexible agile project management method based on the Lean approach. ♻️ It is inspired by an inventory control and stock management system that enables on-demand production.

⏱️ It is based on the principle of rapid delivery and aims to :

• Continuous improvement and reduction of production costs.
• Achieving balance between production and demand.
• Eliminate waste and avoid stockpiling as much as possible.
• Reduce lead times and achieve fair, high-quality production.
• Foster collaboration to solve problems and improve quality.
• Optimize team responsiveness.

ℹ️ Kanban is a visual information system that makes use of the programs already in place and encourages their improvement. It’s also the model that provides the quickest feedback and the best control of workflow, thanks to a chart. 👁️

It consists of a system of labels or pull cards. 🏷️ Each card corresponds to a request that triggers production, and contains the tasks to be carried out as well as various instructions.

👩🏻‍🏫 The board is the major asset of this method, as it enables the team to :

• Visualize and manage the flow.
• Identify visible obstacles or opportunities.
• Adjust process limits in real time.
• Improve efficiency and productivity.
• Collaborate, communicate and circulate information on tasks to be carried out.

💡 If you want to adopt this method, here are some tips:

• Don’t try to change everything overnight, start with what you’ve got and agree to improve the existing system through gradual changes.
• To eliminate the fear of change, respect the roles, responsibilities and professional titles of each group member.
• All players within the organization must be involved in the process.
• Labels provide a framework, but one that must remain flexible and adaptable.

Last but not least, the Kanban system can be adapted to a variety of working modes (individual, team or even organizational), but not to all production levels. When the production rhythm is irregular, the method no longer works. ❌

⚙️ Much software and marketing tools use the Kanban method, such as Click-up, Miro, Trello, Jira…

4. Dynamic Systems Development Method (DSDM)

DSDM , or Dynamic System Development Method, is an agile project management method, initially reserved for software, which follows an iterative, progressive and incremental logic; mainly inspired by the Rapid Application Development (RAD) model. 📲

🤝 DSDM actually came into being thanks to the cooperation of the industry’s RAD approach leaders , to solve a problem posed by RAD, namely its lack of structuring and the absence of common processes between teams.

It is mainly used for projects with very tight delivery deadlines, and aims to deliver at the end of each iteration. ⏱️ Of course, within budget, while adapting to changes and modifications.

🧑🏽‍⚖️ It applies Pareto’s law , so it doesn’t take long to reach a stage where the product can be said to working (80% system deployment in 20% time ).

The DSDM is therefore a lightweight, effective and adaptable method that provides a four-step framework, including 👇🏼 :

• Feasibility and business study.
• Functional model / prototype iteration .
• Design and build iterations.
• Execution/Application.

💎 The method is also based on four core values … :

• Individual : Valuing people who work on the project and are more familiar with the practical side.
• Functional software (version used by the end user).
• Essential collaboration for a functional project (e.g. cross-functional team, co-location with customer, animation workshop…).
• Responding to change : prioritize Welcoming and all changes required to adapt/respond in a highly innovative way.

…As well as nine fundamental principles , focused on business needs and distinguishing this model from others 👥 :

• User involvement : Permanent, ongoing and active contact with a small, selected group to reduce errors in user perception, cost of rework, etc.
• Empowered teams : Encourage empowered decision-making (⚠️ can potentially be a critical point).
• Frequent delivery : Guarantee that errors/bugs are identified, dealt with and resolved/reversed/corrected at an early stage.
• Ability : to meet a business need and accept modifications or improvements in a subsequent iteration. DSDM does not create ad hoc software. ❌ It keeps the process flow simple and efficient.
• Incremental development : Breaking down a major project into several sequences of functionalities delivered to customers with each delivery (up to the complete package or finished product).
• Reversible modifications: Iteration occurs in small increment and modifications are reversible (little risk of total loss of progress).
• Define requirements : Limit the degree of freedom needed to make changes.
• A/B testing integrated and carried out during development to ensure that the product(s) is (are) free from technical defects (solve problems early to reduce rework, costs and lead times).
• Stakeholder cooperation : Value creation, compliance with precise requirements and honest feedback on results can only take place if trust and honesty prevail.

We’ve now finished presenting the four main agile project management methods: Scrum, Kanban , SAFe and DSDM. 🎬 If you’d like to find out about other existing models, we’ll give you a few pointers in conclusion .

To make it easier to understand, we’d like to share with you some use cases of agile project management techniques in large companies. 👇🏼

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Agile Project Management Study Cases : Spotify And Twitter

Project tracking with twitter.

🐦 Twitter (new X) is an emblematic social media with thousands of employees and hundreds of different teams. The structure began to take an interest in agile project management methods in 2010.

In 2019, at Hack Week, a senior application engineer at Twitter, proposed modifying the Jira tool to help the experience development team better manage and track work . 🧠

So they developed a script that aligned a project model for all types of problems, flows and screens. 🤯 The project is called Experience Project Tracking and was an immediate success.

🎉 A second project was therefore immediately born and directly approved : Unified Project Tracking . This project is based on the same structure as Experience Project Tracking, but focuses on objectives, asynchronous mode and accessibility.

⚙️ New features have also been added to organize the work of each team:

• The hierarchy of new and existing projects.
• Follow-up and accountability.
• Problem type customization.
• Data-driven prioritization .
• Link and dependency mapping.

↔️ By creating an experience with standardized flows between groups, unified project tracking has enabled teams and managers to :

• Measure progress more easily and execute more efficiently.
• Easily establish the critical path of a business plan and explore different variants.
• Take the plunge, knowing where to focus your attention.
• Strategic planning and monitoring.

Twitter’s use of agile project management techniques has transformed teamwork throughout the organization. 🏆 Which has therefore earned it the Best in Class (technical) award in 2021.

🎶 Spotify is a leading digital music service and is known for its dynamism and technological know-how. The company began applying agile project management techniques in 2008.

After several test phases, Spotify’s choice quickly fell on the Scrum method . Unlike Google’s “basic” strategy, Spotify adopted this model with a systemic approach. 🔍

Their vision and key principle was to live and breathe Scrum as a development methodology . 😮‍💨 Spotify’s Scrum masters then became experienced agile coaches or leading agile trainers.

The digital music service has formed small, totally independent teams called “squads”, which are treated like individual startups . 🚀

They are allowed to be totally autonomous and work independently to focus on specific functions assigned within the product. 🖱️

🦾 The added advantage of the latter is that they can make changes and provide upgrades without interfering with other teams’ projects.

This approach seems to balance independence with knowledge sharing between specialized groups, who do not engage in day-to-day collaboration. ⚖️ At the same time, Spotify has avoided scaling problems by decoupling where possible.

What made this approach so successful was the rapid removal of obstacles and problems as soon as they arose. It has enabled and continues to enable Spotify to act, grow and deliver software updates quickly. 🔄

As you can imagine, deploying and integrating agile project management methods is no mean feat. Spotify and Twitter took years to find their model. ⌛️

👉🏼 If you’re looking for other use cases for agile project management models in companies, here are a few: eBay, Walmart, Verizon, Airbus, AXA, Orange Bank…

Conclusion : How To Choose The Right Method And Tools?

In conclusion, choosing to invest in agile project management can be highly beneficial for groups and organizations, as it helps them achieve better results more efficiently. 🎯

💡 Here’s a rough guide for choosing the right agile project management method for your marketing strategy :

1. Assess the situation and identify needs : type of project, time and budget constraints , SMART goals , level of customer or team involvement, appropriate methodology…

2. Research and analyze different agile models : In this article, we’ve talked about Scrum, SAFe, Kanban, Lean, RAD, DSDM… But there are plenty of others 👇🏼 :

• Agile Unified Process (Agile UP or AUP),
• eXtreme Programming (XP),
• Feature-Driven Development (FDD),
• Agile Data,
• Adaptive software development (ASD)
• Behavior-driven development (BDD)
• DDD domain-driven design
• Test-driven development (TDD)
• Rational Unified Process (RUP)
• Enterprise Unified Process (EUP)

3. Choose the right framework ✅ : factors to consider include team size, project complexity, culture, brand image … Finally, we recommend that you apply a single method, from the design stage through to project completion.

4. 📆 Plan and develop a plan for execution (definition of roles, training and resource requirements, communication plan …)

5. Pilot and test the methodology 🕹️ , for example on a small project or team, to assess its effectiveness and identify areas for improvement.

6. Monitor progress and evaluate feedbacks the effectiveness of the new methodology 🤔 (productivity and group dynamics, quality of results, customer satisfaction and overall success of the project…), then collect 🗣️ from all stakeholders in order to make adjustments if necessary.

7. 🪜 Scale up and extend : If you manage to apply the methodology successfully on your pilot project, then you can extend it to other projects and teams within the organization. At that point, you can choose your appropriate project management tools .

NB: The order and content of the above steps is indicative, and this roadmap may be modified according to project and organizational circumstances.

Have you noticed that we haven’t mentioned agile project management tools at all until now? ⚙️ In fact, there are dozens of marketing software packages specializing not only in agile project management, but also in certain agile project models.

We start from the most basic, i.e. agile project management on Excel (free) . 🤦🏻‍♀️ to the use of Enterprise Agile Planning (EAP) tools supporting agile frameworks .

Finally, as a reminder, integrating agile project managemen t methods requires training, constant effort, learn and continuous improvement to guarantee long-term success . 💪🏼 Despite its many benefits, this methodology is not for every company or every project.

Before taking the plunge, we therefore advise you to carefully analyze your needs, your capabilities and your chances of success by investing in this solution. 🍀

Frequently Asked Questions (FAQ)

🏁 To conclude, here are the answers to the most frequently asked questions on the subject. 👇🏼

What Is The Project Management Triangle ?

The project management triangle , also known as The Triple Constraint or Iron Triangle, is a fundamental concept which illustrates the interrelationship between three interconnected variables that determine the quality of the project :

• Scope : Goals, deliverables , features, and tasks that need to be accomplished within the project. It defines what needs to be done and what is excluded from the project.
• Time : Schedule or timeline for completing the project. It includes deadlines, milestones, and the overall duration of the project from start to finish.
• Cost : Budget allocated for the project, including resources, materials, labor, and other expenses necessary to complete the project successfully.

Any change in one factor will invariably impact the other two, your project must carefully balance these constraints to achieve project success … For example:

• Increasing the scope of a project without adjusting the time or cost will likely lead to delays and increased expenses.
• Trying to shorten the timeline of a project may require additional resources or increased costs to meet the deadline.
• Decreasing the budget of a project may necessitate reducing the scope or extending the timeline to accommodate the limited resources.

What Are The Main Stages In A Project’s Life Cycle?

🔄 The project life cycle refers to the process by which a project is imagined, executed and delivered.

As we briefly mentioned at the start of this article, there are 5 essential stages in a project’s lifecycle. ✅ Let’s break them down together:

• Design : Defining the project, identifying stakeholders and obtaining their approval. It includes activities such as feasibility studies and resource selection.
• Planning : Planning the project’s activities, defining the resources required, and drawing up a timetable or retro-planning. It includes activities such as breaking down the work, estimating the budget or costs, creating a communication plan…
• Execution : This is the most difficult stage, executing the plan and carrying out the planned activities and/or tasks. Operationally, this includes monitoring progress and resolving problems.
• Monitoring and control : Monitoring and ensuring that the project is progressing according to plan. It includes activities such as monitoring costs, measuring performance indicators and managing risks.
• Finalization : This stage takes place when the products or services are delivered, and includes project documentation and performance evaluation.

What is PMO methodology?

The Project Management Office (PMO), is a centralized entity within an organization that is responsible for defining and maintaining standards and practices related to project management.

PMO methodology serves as a framework to promote consistency, efficiency, and effectiveness in project management practices across the organization, ultimately contributing to successful project delivery and organizational success.

It also refers to the set of processes, procedures, tools, and best practices established and managed by the PMO to support and govern project management activities across the organization.

The PMO methodology typically includes the following components :

• Project Governance frameworks to ensure projects align with organizational goals and priorities.
• Standardized Methodologies and Processes such as waterfall, agile, or lean, and associated processes tailored to the organization’s needs.
• Standardized Templates, Tools and Guidelines to support project planning, execution, and reporting.
• Resource Management processes for allocation, capacity planning, and resource optimization across projects.
• Performance Measurement and Reporting of key performance indicators (KPIs) and metrics defined to measure project performance and progress.
• Risk Management processes to identify, assess, mitigate, and monitor project risks.
• Quality Management processes implemented to ensure project deliverables meet quality standards and customer requirements.
• Change Management processes established to effectively manage changes to project scope, schedule, and budget.

What Are The Different Methodologies of Project Management ?

➡️ In marketing , there are 5 ways to manage a project:

• Incremental : An approach that provides finished deliverables that the customer can use immediately.
• Iterative : This criterion allows feedback on unfinished work, so that improvements and modifications can be made during the project.
• Predictive : The more traditional approach (nicknamed V-cycle or waterfall ), with most of the planning upstream, then execution in a single pass; a sequential process.
• Agile (detailed in this article): simultaneously iterative, incremental and to refine elements and deliver frequently.
• Hybrid : A combination of predictive, iterative, incremental and/or agile approaches, allowing greater flexibility and delivering diverse results.

Now you know all about agile project management ! See you soon! 👽

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Maria-Elena Lautatzis , Farhana K. Keya , Abdullah Al Mahmud , Ulaina Tariq , Carol Lam , Shaun K. Morris , Jennifer Stimec , Stanley Zlotkin , Tahmeed Ahmed , Jennifer Harrington , Daniel E. Roth; Maternal Vitamin D Supplementation and Infantile Rickets: Secondary Analysis of a Randomized Trial. Pediatrics 2024; e2023063263. 10.1542/peds.2023-063263

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The role of maternal vitamin D supplementation in the prevention of infantile rickets is unknown, particularly in low- and middle-income countries without routine infant vitamin D supplementation. Through secondary analysis of a randomized, placebo-controlled trial in Bangladesh, we examined the dose-ranging effects of maternal vitamin D supplementation on the risk of biochemical rickets at 6 to 12 months of age.

Pregnant women ( n = 1300) were randomized into 5 groups: placebo, or vitamin D 4200 IU/week, 16 800 IU/week, or 28 000 IU/week from second trimester to delivery and placebo until 6 months postpartum; or 28 000 IU/week prenatally and until 6 months postpartum. Infants underwent biochemical rickets screening from 6 to 12 months of age ( n = 790). Relative risks (RR) and 95% confidence intervals (95% CI) of biochemical rickets were estimated for each group versus placebo.

Overall, 39/790 (4.9%) infants had biochemical rickets. Prevalence was highest in the placebo group (7.8%), and the risk was significantly lower among infants whose mothers received combined prenatal and postpartum vitamin D at 28 000 IU/week (1.3%; RR, 0.16; 95% CI, 0.03–0.72). Risks among infants whose mothers received only prenatal supplementation (4200 IU, 16 800 IU, 28 000 IU weekly) were not significantly different from placebo: 3.8% (RR, 0.48; 95% CI, 0.19–1.22), 5.8% (RR, 0.74; 95% CI, 0.33–1.69), and 5.7% (RR, 0.73; 95% CI, 0.32–1.65), respectively.

Maternal vitamin D supplementation (28 000 IU/week) during the third trimester of pregnancy until 6 months postpartum reduced the risk of infantile biochemical rickets. Further research is needed to define optimal postpartum supplementation dosing during lactation.

Maternal vitamin D supplementation during pregnancy and lactation modifies infant vitamin D status, but its effects on the risk of infantile rickets have not previously been established.

High-dose maternal vitamin D supplementation during the third trimester of pregnancy and up to 6-months postpartum reduced the risk of infantile rickets in Bangladesh. Maternal postpartum vitamin D supplementation may be an alternative to direct infant supplementation for rickets prevention.

Nutritional rickets is one of the most common causes of pediatric bone disease globally. 1 Biochemical abnormalities are detectable at an early stage of rickets across all age groups and have an important role in screening and diagnosis. 2 , – 6 Young infants with rickets often have a more subtle bony phenotype compared with older children given their lack of substantial weight bearing and may remain undiagnosed until later stages of the disease. However, the high metabolic demand for calcium resulting from rapid growth in infancy can lead to acute presentations of rickets with hypocalcemia before the emergence of other clinical or radiologic signs. 7 , – 9 Compared with older children, there may be substantial morbidity associated with infantile rickets given sequelae such as hypocalcemic seizures and, in rare cases, cardiomyopathy. 10 , – 12  

Vitamin D deficiency is the predominant cause of nutritional rickets worldwide, particularly in infants. Maternal prenatal vitamin D status is the primary determinant of newborn vitamin D status. 13 , – 17 The major circulating metabolite of vitamin D, 25-hydroxyvitamin D (25(OH)D), crosses the placenta such that cord blood concentrations are highly correlated with maternal values at term. 18 However, the influence of maternal prenatal vitamin D status on infant vitamin D stores diminishes by 2 months of age and infants become dependent on other vitamin D sources. 19 In the Maternal Vitamin D for Infant Growth (MDIG) trial, 20 there was a dose-response effect of prenatal vitamin D supplementation on cord blood and infant vitamin D blood concentrations up to 3 months of age, as has been observed in other prenatal vitamin D supplementation trials. 21 , 22 Therefore, although deficiency in the early postnatal period may be caused primarily by maternal prenatal vitamin D deficiency, 23 vitamin D deficiency later in infancy is attributable to other risk factors. Because breast milk is a poor source of vitamin D if a lactating mother has inadequate vitamin D intake/status, prolonged breast feeding without vitamin D supplementation is an important cause of vitamin D deficiency in infants. However, adequate maternal intake of vitamin D during lactation can support vitamin D sufficiency in the breastfed infant. 24 For example, the MDIG trial demonstrated that continued maternal postpartum supplementation (28 000 IU/week) maintained infant 25(OH)D concentrations at or above 30 nmol/L up to 6 months of age. 20  

The role of vitamin D in fetal calcium homeostasis is uncertain; whereas animal studies suggest transplacental transfer may be independent of prenatal maternal vitamin D status, some human studies have provided evidence that maternal prenatal vitamin D status affects fetal calcium accrual. 25 Immediately after delivery, vitamin D is required as an essential regulator of infant intestinal calcium absorption and bone mineral metabolism, similar to older children. 26 Therefore, it is plausible that maternal vitamin D supplementation in the prenatal and postpartum period would reduce the risk of infantile rickets by supporting fetal calcium accrual, neonatal vitamin D endowment, and infant vitamin D intake via breastmilk.

Although there is limited evidence establishing the effect of postpartum vitamin D supplementation in breastfeeding women on the risk of infantile rickets, 27 , 28 there have not been published trials examining prenatal supplementation alone or in combination with postpartum supplementation. Such evidence would be particularly relevant to many low- and middle-income countries such as Bangladesh, where there is a high burden of vitamin D deficiency among both women of child-bearing age and newborns and vitamin D supplementation in infants is not a routine practice. 17 , 29 , – 31 In this substudy of a randomized controlled trial, we aimed to estimate the effect of a range of doses of maternal vitamin D supplementation during pregnancy and continued supplementation during lactation, compared with placebo, on the risk of infantile biochemical rickets at 6 to 12 months of age in Dhaka, Bangladesh.

This study was based on secondary analyses of data from the MDIG trial, conducted in Dhaka, Bangladesh, from 2014 to 2018. This was a randomized double-blinded, placebo-controlled, dose-ranging trial of maternal vitamin D supplementation (from mid-gestation up to 6 months postpartum) for which the primary outcome was infant growth. 20 , 32 Briefly, 1300 generally healthy females 18 years of age or older were enrolled in the second trimester of pregnancy and randomized into 1 of 5 intervention groups: (1) placebo in prenatal and postpartum; (2) prenatal vitamin D3 (4200 IU/week) and placebo postpartum; (3) prenatal vitamin D3 (16 800 IU/week) and placebo postpartum; (4) prenatal vitamin D3 (28 000 IU/week) and placebo postpartum; or (5) vitamin D3 (28 000 IU/week) prenatal and to 6 months postpartum. Supplementation was administered weekly under direct supervision by trained study personnel either in the participant’s home or in the clinic. Participants in all groups were provided daily calcium (500 mg) and iron–folic acid supplements. Ethics approval for secondary use of the trial data for this sub-study was provided by the Research Ethics Board at the Hospital for Sick Children in Canada (REB #1000061259).

Individuals were excluded from the MDIG if there was history of medical conditions with altered vitamin D metabolism and/or hypercalcemia, were having a high-risk pregnancy, were unwilling to stop taking nonstudy vitamin D or calcium supplements or multivitamins containing calcium and/or vitamin D, or were currently being prescribed vitamin D supplements as part of a physician’s treatment plan for vitamin D deficiency. Infants in the MDIG cohort were eligible for biochemical screening at or after 6 months of age; those included in this substudy had at least 1 measurement of serum alkaline phosphatase (ALP) between 6 and 12 months of age ( Supplemental Fig 2 ). Infants with known disorders that affect calcium homeostasis or known skeletal dysplasia would have been excluded from the study, yet no such cases were identified.

Infants in the MDIG were born between June 2014 and February 2016. Systematic screening for rickets at 6-month follow-up visits was launched in May 2016. The biochemical screening panel included serum concentrations of ALP, calcium, and phosphate. Any of the initial parameters found to be outside of established reference ranges prompted a physician referral for assessment and treatment, facilitation of radiographs of wrists and/or knees and an extended laboratory panel (including parathyroid hormone [PTH] and 25(OH)D) that were managed according to the treating physician.

Infant serum calcium, phosphate, and ALP concentrations were measured using quantitative colorimetric assays (Beckman Coulter OSR60117, OSR6122, and OSR6104) at the Clinical Biochemistry Laboratory in Dhaka (icddr,b). Serum 25(OH)D concentrations were measured at the Analytical Facility for Bioactive Molecules (AFBM) in Toronto using high-performance liquid chromatography-tandem mass spectrometry, as previously described. 33 Infant intact PTH concentrations were quantified using a sandwich enzyme-linked immunosorbent assay kit (Immunotopic 60-3100) at AFBM. Clinical management by physicians in Dhaka was informed by local radiologist interpretations of wrist and/or knee radiographs, where available. However, if possible, wrist and/or knee radiographs obtained from children who screened positive for biochemical rickets were further reviewed using a standardized approach by a pediatric radiologist who was blinded to the clinical and laboratory data, as previously described. 20  

Biochemical rickets is marked by an elevated ALP level, which is indicative of increased bone turnover; this is a nearly universal feature of rickets and usually the earliest biochemical abnormality. 34 A common compensatory response to hypocalcemia is an elevation in PTH, which promotes the mobilization of calcium from bones. The development of hypocalcemia and hypophosphatemia may occur as the disease progresses or in the presence of an inadequate PTH response. 35 , 36 However, there are no standardized cutoff points for these biochemical markers that define onset or stages of progression of rickets. Age-specific reference ranges must be used for these biochemical markers; ALP in particular is highly dependent on age and rate of bone growth. Here, we defined “biochemical rickets” as (1) ALP ≥ 450 U/L or (2) ALP ≥ 350 U/L plus at least 1 of the following: calcium ≤ 2.2 mmol/L or phosphate ≤ 1.6 mmol/L or PTH ≥ 6.9 pmol/L. The cutoffs for this definition were consensus-based among investigators. This definition used for analytical purposes differed slightly from the definition used to prompt clinical referral during the MDIG study because PTH was not available in real time as part of the initial screening panel.

Left skewing of ALP was noted with a higher-than-expected proportion of low values; of 790 infants in this substudy, 132 (17%) had ALP <90 U/L. These low values were distributed throughout the study period. Following an extensive review, no preanalytical factors were identified that might have artifactually lowered ALP. The distribution of other biochemical markers analyzed in the same samples were similarly distributed in the low ALP and non–low ALP groups (data not shown), ruling out overdilution as an explanation. Hypercalcemia was not observed in the infants with low ALP, making hereditary hypophosphatasia less likely. Malnutrition is known to decrease ALP production, 37 although we did not find differences in anthropometric parameters (weight for age z -score and height for age z -score at 6 months of age) between the low ALP and non–low ALP groups (data not shown). A set of serum samples ( n = 244) from infants in the MDIG across a wider age range than included in this study was tested at the AFBM laboratory at The Hospital for Sick Children using a different colorimetric assay (Alkaline Phosphatase Colorimetric Assay Kit; ab83369); 8.2% (20/244) were found to have ALP <90 IU/L compared with a frequency of 12% among all samples tested at the Clinical Biochemistry Laboratory (135/1085), suggesting that the high proportion of low values in this cohort was a reproducible finding.

Participant characteristics and biomarker concentrations were expressed as mean ± SD, median (25th and 75th percentiles), or frequencies and percentages. PTH was log-transformed because of right-skewing. Participant demographics across the 5 maternal vitamin D treatment arms were compared using analysis of variance for normally distributed continuous variables, Kruskal-Wallis for nonnormally distributed continuous variables, and χ-squared tests for categorical variables. To estimate the relative risk (RR) of infantile rickets in each prenatal and postnatal maternal vitamin D supplementation group, versus placebo, we used a modified Poisson regression with robust error variance. 38 Planned subgroup analyses included unadjusted regression models stratified by child sex, maternal vitamin D status at randomization (25(OH)D ≥30 nmol/L vs <30 nmol/L), and gestational age (term ≥ 37 weeks), respectively. All point estimates were presented with 95% confidence intervals (95% CI) and P values (α < 0.05 considered statistically significant). Data were analyzed using Stata version 16.1 (StataCorp 2019).

Characteristics of participants included in this substudy were similar across the 5 intervention groups ( Table 1 ), as previously reported for the MDIG trial. 20  

Demographics and Characteristics of Participants, Stratified by Vitamin D Treatment Group

LAZ, length for age z-score; WAZ, weight for age z-score

Maternal prenatal vitamin D supplementation (second trimester to delivery); postnatal maternal supplementation (0–6 mo).

p value for Kruskal Wallis, Pearson χ 2 , or analysis of variance test.

Based on Intergrowth-21 growth standards, by gestational age, within first 48 h of life, n = 566.

Based on Intergrowth-21st growth standards, by gestational age, within first 48 h of life, n = 550.

Ever consumed a vitamin/supplement containing or possibly containing vitamin D from birth to 1 y.

Number of weeks a supplement containing or possibly containing vitamin D was consumed among infants with at least 1 wk of reported consumption from birth to 6 mo of age, median (interquartile range).

A total of 39 cases of biochemical rickets were identified among 790 infants who underwent biochemical screening. Of these 39 cases, 10 met the criteria based on ALP ≥450 U/L alone, 12 had ALP ≥350 U/L and phosphate ≤1.6 mmol/L as the only abnormalities, 14 had ALP ≥350 U/L and intact PTH ≥6.9 pmol/L as the only abnormalities, and 3 had more than 2 abnormalities.

The highest prevalence of rickets (7.9%) was found in the placebo group ( Table 2 ). The lowest prevalence (1.3%) was in the high-dose supplementation group in which mothers received 28 000 IU prenatally and up to 6 months postpartum; this corresponded to a significantly reduced risk of infantile biochemical rickets compared with placebo ( Table 2 ). High-dose vitamin D during the prenatal period alone (4200 IU/week, 16 800 IU/week, and 28 000 IU/week) did not have a significant effect on the risk of rickets, although there were fewer rickets cases identified in each of these groups compared with placebo ( Table 2 ).

RR of Rickets in Each Treatment Arm Compared With Placebo

RR, relative risk.

Poisson regression model with robust error variance used to obtain RR.

In an analysis restricted to infants born to women with baseline 25(OH)D <30 nmol/L during the second trimester of pregnancy ( n = 507), inferences were unchanged ( Fig 1 ). Inferences also remained the same in stratified analysis by sex (males or females), albeit more male than female infants were affected by rickets overall. Inferences remained the same when analysis was restricted to infants born at term ( ⁠ ≥ 37 weeks’ gestation) ( Supplemental Tables 3 – 5 ).

The relative risk of biochemical rickets among varying doses of maternal prenatal and postpartum vitamin D supplementation compared with placebo using modified Poisson regression (blue bars). Subgroup analysis assessing the effect of maternal vitamin D supplementation on infantile rickets among women with vitamin D deficiency (25(OH)D <30 nmol) at baseline ( n = 507). The circles represent the effect estimates, with 95% confidence interval (CI) bars.

Serum calcium concentrations were highest in the combined supplementation group and lowest in the placebo group; however, these differences were not statistically significant ( Supplemental Fig 4 ). Phosphate concentrations were significantly higher and ALP concentrations were significantly lower in the combined supplementation group compared with placebo ( Supplemental Fig 4 ).

Of the 39 infants with biochemical rickets, 16 had radiographs of the wrist and/or knee available for review by the SickKids radiologist, of whom 4 were found to have radiographic findings of rickets, as previously reported. 20 Three of the 4 infants were in the placebo group, and the fourth was in the group administered 4200 IU/week prenatally. Mean ALP was higher at presentation for these infants, at 705 U/L, compared with mean 439 U/L for the other infants with biochemical rickets. All 4 infants were hypophosphatemic (serum phosphate <1.56 mmol/), and 1 was hypocalcemic (serum calcium <2.1 mmol/L). Radiographs were not available for all infants with biochemical rickets. In large part, this was because infants who met criteria of ALP ≥ 350 U/L and PTH ≥ 6.9 pmol/L were not flagged for imaging because PTH was not available in real time as part of the initial screening panels.

Combined prenatal and postpartum maternal supplementation (28 000; 28 000 IU/week) decreased the risk of biochemical rickets compared with placebo among infants 6 to 12 months of age. However, maternal prenatal supplementation alone at any dose, without postpartum continuation, did not significantly decrease the risk of biochemical rickets. Prenatal maternal vitamin D supplementation influences early postnatal infant 25(OH)D, but postpartum continuation was required to maintain 25(OH)D ≥30 nmol/L up to 6 months of age, as previously reported in the MDIG trial ( Supplemental Fig 3 ). 20 Therefore, the present findings strongly support the hypothesis that vitamin D deficiency (marked by inadequate circulating 25(OH)D), is an important cause of biochemical rickets in this infant population. As previously reported, all the cases of radiographically confirmed rickets were in the placebo and lowest-dose prenatal supplementation (4200 IU weekly prenatally) groups, further supporting the potential role of vitamin D in rickets prevention. However, we cannot rule out other causes of rickets in this setting; moreover, most infants with 25(OH)D <30 nmol/L did not have biochemical rickets, indicating that other contributing factors act in concert with vitamin D deficiency.

There were relatively more male infants affected by biochemical rickets in our study. It has been speculated that rickets may occur more frequently in boys because of greater linear bone growth and increased skeletal demands during times of rapid growth. Although not seen consistently, this phenomenon has been noted in several studies evaluating rickets in infancy. 39 , – 41 The present findings are consistent with evidence from 2 smaller randomized trials in India that previously found that there were fewer cases of biochemical rickets among infants of mothers who received postpartum supplementation. 27 , 28 Although it has been well established that infant 25(OH)D status can be influenced by maternal supplementation during lactation, the dose-response relationship remains uncertain. 24 , 42 Human milk is considered a poor source of vitamin D3 unless the lactating woman has high amount of vitamin D intake. 43 The transfer of the vitamin D parent compound (vitamin D3) is favored over 25(OH)D in the mammary gland, suggesting that the vitamin D concentration of breast milk is primarily affected by maternal vitamin D intake or cutaneous synthesis rather than maternal vitamin D status (ie, circulating 25(OH)D). 44 , 45 This distinction is important because the short half-life of vitamin D3 (12–24 hours) implies that an analogous dose of vitamin D is consumed by the infant soon after the corresponding maternal ingestion. 46 However, low daily doses of maternal vitamin D supplementation may not achieve sufficiently high circulating levels of vitamin D in breast milk to impact infant 25(OH)D, even if they prevent maternal vitamin D deficiency. 47 High-dose maternal supplementation, often greater than the Institute of Medicine–recommended upper limit of 4000 IU/day, 48 has been previously shown to have similar effects on breastfeeding infant 25(OH)D as daily infant vitamin D supplementation. 42 , 49 , 50 Further research involving direct comparison of various doses, including daily maternal dosing compared with intermittent weekly or bolus dosing regimens, is required to determine the minimum effective maternal postpartum dose to maintain 25(OH)D sufficiency in infants and in turn minimize the risk of rickets.

A strength of this study is that the randomized, dose-ranging, placebo-controlled design of the MDIG trial and the lack of routine infant supplementation permitted causal inferences regarding the effects of maternal vitamin D supplementation on the risk of biochemical rickets. However, several limitations of the study should be acknowledged. This is a substudy of a previous trial; the mother and infant pairs included were selected from the existing MDIG cohort based on data availability, which may have compromised the generalizability of the findings. Although the participants in this substudy were similar to the remainder of the MDIG cohort, it is possible that this cohort was not fully representative of the mothers and infants in the MDIG trial or of the general population in Dhaka. The biochemical case definition was useful for identifying early disease because infants with rickets may present without skeletal abnormalities; however, we lacked complete radiographic information for all the infants who met biochemical rickets criteria, and the longer term clinical significance of infantile biochemical rickets is uncertain. Because the diagnosis of biochemical rickets was based on cross-sectional biochemical evaluation starting at 6 months of age, we were unable to determine the precise age of onset of the abnormalities. Furthermore, a greater number of infants screened late in infancy or at older ages might have enabled us to describe the natural history of this process in the absence of routine supplementation or vitamin D treatment of those who screened positive in early infancy.

High-dose maternal postpartum vitamin D supplementation may serve as a viable public health strategy for rickets prevention by effectively increasing infant 25(OH)D status in conjunction with efforts to promote breastfeeding. Other low- and middle-income countries in South Asia that have similar burdens of maternal and infant vitamin D deficiency and do not have vitamin D supplementation programs could benefit from this strategy. Future studies should include comparisons of different doses of maternal postpartum supplementation and longer term follow-up including radiologic assessments and clinical outcomes.

We thank Huma Qamar of The Global Centre for Child Health, The Hospital for Sick Children, for her assistance with data organization and Talia Wolfe, former summer student at The Global Centre for Child Health, The Hospital for Sick Children, for her work on the initial data analysis.

Dr Roth is the principal investigator, conceptualized, designed, and supervised the study, drafted the initial manuscript, and critically reviewed and revised the manuscript; Dr Lautatzis designed the study, performed statistical analysis, drafted the initial manuscript, and critically reviewed and revised the manuscript; Dr Al Mahmud supervised data collection and field study activities in Dhaka and critically reviewed and revised the manuscript; Drs Ahmed and Keya contributed to local implementation of the study and data collection in Dhaka, and critically reviewed and revised the manuscript; Ms Tariq contributed to study design, performed statistical analysis, drafted the initial manuscript, and critically reviewed and revised the manuscript; Dr Harrington, Dr Zlotkin, Dr Lam, and Dr Morris contributed to study design, and critically reviewed and revised the manuscript; Dr Stimec provided expert review of radiographic data and critically reviewed and revised the manuscript; and all authors read and approved the final manuscript and agree to be accountable for all aspects of the work. The authors report no conflicts of interest or financial relationships relevant to this article to disclose.

Clinical Trial Registration: This trial has been registered at www.clinicaltrials.gov (identifier NCT01924013).

25-hydroxyvitamin D

95% confidence interval

Analytical Facility for Bioactive Molecules

alkaline phosphatase

Maternal Vitamin D for Infant Growth

parathyroid hormone

relative risk

Competing Interests

Supplementary data

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