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Case studies.

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Case studies are stories that are used as a teaching tool to show the application of a theory or concept to real situations. Dependent on the goal they are meant to fulfill, cases can be fact-driven and deductive where there is a correct answer, or they can be context driven where multiple solutions are possible. Various disciplines have employed case studies, including humanities, social sciences, sciences, engineering, law, business, and medicine. Good cases generally have the following features: they tell a good story, are recent, include dialogue, create empathy with the main characters, are relevant to the reader, serve a teaching function, require a dilemma to be solved, and have generality.

Instructors can create their own cases or can find cases that already exist. The following are some things to keep in mind when creating a case:

• What do you want students to learn from the discussion of the case?
• What do they already know that applies to the case?
• What are the issues that may be raised in discussion?
• How will the case and discussion be introduced?
• What preparation is expected of students? (Do they need to read the case ahead of time? Do research? Write anything?)
• What directions do you need to provide students regarding what they are supposed to do and accomplish?
• Do you need to divide students into groups or will they discuss as the whole class?
• Are you going to use role-playing or facilitators or record keepers? If so, how?
• What are the opening questions?
• How much time is needed for students to discuss the case?
• What concepts are to be applied/extracted during the discussion?
• How will you evaluate students?

To find other cases that already exist, try the following websites:

• The National Center for Case Study Teaching in Science , University of Buffalo. SUNY-Buffalo maintains this set of links to other case studies on the web in disciplines ranging from engineering and ethics to sociology and business
• A Journal of Teaching Cases in Public Administration and Public Policy , University of Washington

For more information:

• World Association for Case Method Research and Application

Book Review :  Teaching and the Case Method , 3rd ed., vols. 1 and 2, by Louis Barnes, C. Roland (Chris) Christensen, and Abby Hansen. Harvard Business School Press, 1994; 333 pp. (vol 1), 412 pp. (vol 2).

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Using Case Studies to Teach

Why Use Cases?

Many students are more inductive than deductive reasoners, which means that they learn better from examples than from logical development starting with basic principles. The use of case studies can therefore be a very effective classroom technique.

Case studies are have long been used in business schools, law schools, medical schools and the social sciences, but they can be used in any discipline when instructors want students to explore how what they have learned applies to real world situations. Cases come in many formats, from a simple “What would you do in this situation?” question to a detailed description of a situation with accompanying data to analyze. Whether to use a simple scenario-type case or a complex detailed one depends on your course objectives.

Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions. Requirements can range from a one-paragraph answer to a fully developed group action plan, proposal or decision.

Common Case Elements

Most “full-blown” cases have these common elements:

• A decision-maker who is grappling with some question or problem that needs to be solved.
• A description of the problem’s context (a law, an industry, a family).
• Supporting data, which can range from data tables to links to URLs, quoted statements or testimony, supporting documents, images, video, or audio.

Case assignments can be done individually or in teams so that the students can brainstorm solutions and share the work load.

The following discussion of this topic incorporates material presented by Robb Dixon of the School of Management and Rob Schadt of the School of Public Health at CEIT workshops. Professor Dixon also provided some written comments that the discussion incorporates.

Advantages to the use of case studies in class

A major advantage of teaching with case studies is that the students are actively engaged in figuring out the principles by abstracting from the examples. This develops their skills in:

• Problem solving
• Analytical tools, quantitative and/or qualitative, depending on the case
• Decision making in complex situations
• Coping with ambiguities

Guidelines for using case studies in class

In the most straightforward application, the presentation of the case study establishes a framework for analysis. It is helpful if the statement of the case provides enough information for the students to figure out solutions and then to identify how to apply those solutions in other similar situations. Instructors may choose to use several cases so that students can identify both the similarities and differences among the cases.

Depending on the course objectives, the instructor may encourage students to follow a systematic approach to their analysis.  For example:

• What is the issue?
• What is the goal of the analysis?
• What is the context of the problem?
• What key facts should be considered?
• What alternatives are available to the decision-maker?
• What would you recommend — and why?

An innovative approach to case analysis might be to have students  role-play the part of the people involved in the case. This not only actively engages students, but forces them to really understand the perspectives of the case characters. Videos or even field trips showing the venue in which the case is situated can help students to visualize the situation that they need to analyze.

Accompanying Readings

Case studies can be especially effective if they are paired with a reading assignment that introduces or explains a concept or analytical method that applies to the case. The amount of emphasis placed on the use of the reading during the case discussion depends on the complexity of the concept or method. If it is straightforward, the focus of the discussion can be placed on the use of the analytical results. If the method is more complex, the instructor may need to walk students through its application and the interpretation of the results.

Leading the Case Discussion and Evaluating Performance

Decision cases are more interesting than descriptive ones. In order to start the discussion in class, the instructor can start with an easy, noncontroversial question that all the students should be able to answer readily. However, some of the best case discussions start by forcing the students to take a stand. Some instructors will ask a student to do a formal “open” of the case, outlining his or her entire analysis.  Others may choose to guide discussion with questions that move students from problem identification to solutions.  A skilled instructor steers questions and discussion to keep the class on track and moving at a reasonable pace.

In order to motivate the students to complete the assignment before class as well as to stimulate attentiveness during the class, the instructor should grade the participation—quantity and especially quality—during the discussion of the case. This might be a simple check, check-plus, check-minus or zero. The instructor should involve as many students as possible. In order to engage all the students, the instructor can divide them into groups, give each group several minutes to discuss how to answer a question related to the case, and then ask a randomly selected person in each group to present the group’s answer and reasoning. Random selection can be accomplished through rolling of dice, shuffled index cards, each with one student’s name, a spinning wheel, etc.

Tips on the Penn State U. website: https://sites.psu.edu/pedagogicalpractices/case-studies/

If you are interested in using this technique in a science course, there is a good website on use of case studies in the sciences at the National Science Teaching Association.

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Making Learning Relevant With Case Studies

The open-ended problems presented in case studies give students work that feels connected to their lives.

To prepare students for jobs that haven’t been created yet, we need to teach them how to be great problem solvers so that they’ll be ready for anything. One way to do this is by teaching content and skills using real-world case studies, a learning model that’s focused on reflection during the problem-solving process. It’s similar to project-based learning, but PBL is more focused on students creating a product.

Case studies have been used for years by businesses, law and medical schools, physicians on rounds, and artists critiquing work. Like other forms of problem-based learning, case studies can be accessible for every age group, both in one subject and in interdisciplinary work.

You can get started with case studies by tackling relatable questions like these with your students:

• How can we limit food waste in the cafeteria?
• How can we get our school to recycle and compost waste? (Or, if you want to be more complex, how can our school reduce its carbon footprint?)
• How can we improve school attendance?
• How can we reduce the number of people who get sick at school during cold and flu season?

Addressing questions like these leads students to identify topics they need to learn more about. In researching the first question, for example, students may see that they need to research food chains and nutrition. Students often ask, reasonably, why they need to learn something, or when they’ll use their knowledge in the future. Learning is most successful for students when the content and skills they’re studying are relevant, and case studies offer one way to create that sense of relevance.

Teaching With Case Studies

Ultimately, a case study is simply an interesting problem with many correct answers. What does case study work look like in classrooms? Teachers generally start by having students read the case or watch a video that summarizes the case. Students then work in small groups or individually to solve the case study. Teachers set milestones defining what students should accomplish to help them manage their time.

During the case study learning process, student assessment of learning should be focused on reflection. Arthur L. Costa and Bena Kallick’s Learning and Leading With Habits of Mind gives several examples of what this reflection can look like in a classroom: 

Journaling: At the end of each work period, have students write an entry summarizing what they worked on, what worked well, what didn’t, and why. Sentence starters and clear rubrics or guidelines will help students be successful. At the end of a case study project, as Costa and Kallick write, it’s helpful to have students “select significant learnings, envision how they could apply these learnings to future situations, and commit to an action plan to consciously modify their behaviors.”

Interviews: While working on a case study, students can interview each other about their progress and learning. Teachers can interview students individually or in small groups to assess their learning process and their progress.

Student discussion: Discussions can be unstructured—students can talk about what they worked on that day in a think-pair-share or as a full class—or structured, using Socratic seminars or fishbowl discussions. If your class is tackling a case study in small groups, create a second set of small groups with a representative from each of the case study groups so that the groups can share their learning.

4 Tips for Setting Up a Case Study

1. Identify a problem to investigate: This should be something accessible and relevant to students’ lives. The problem should also be challenging and complex enough to yield multiple solutions with many layers.

2. Give context: Think of this step as a movie preview or book summary. Hook the learners to help them understand just enough about the problem to want to learn more.

3. Have a clear rubric: Giving structure to your definition of quality group work and products will lead to stronger end products. You may be able to have your learners help build these definitions.

4. Provide structures for presenting solutions: The amount of scaffolding you build in depends on your students’ skill level and development. A case study product can be something like several pieces of evidence of students collaborating to solve the case study, and ultimately presenting their solution with a detailed slide deck or an essay—you can scaffold this by providing specified headings for the sections of the essay.

Problem-Based Teaching Resources

There are many high-quality, peer-reviewed resources that are open source and easily accessible online.

• The National Center for Case Study Teaching in Science at the University at Buffalo built an online collection of more than 800 cases that cover topics ranging from biochemistry to economics. There are resources for middle and high school students.
• Models of Excellence , a project maintained by EL Education and the Harvard Graduate School of Education, has examples of great problem- and project-based tasks—and corresponding exemplary student work—for grades pre-K to 12.
• The Interdisciplinary Journal of Problem-Based Learning at Purdue University is an open-source journal that publishes examples of problem-based learning in K–12 and post-secondary classrooms.
• The Tech Edvocate has a list of websites and tools related to problem-based learning.

In their book Problems as Possibilities , Linda Torp and Sara Sage write that at the elementary school level, students particularly appreciate how they feel that they are taken seriously when solving case studies. At the middle school level, “researchers stress the importance of relating middle school curriculum to issues of student concern and interest.” And high schoolers, they write, find the case study method “beneficial in preparing them for their future.”

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• Teaching with Cases

At professional schools (like Harvard’s Law, Business, Education, or Medical Schools), courses often adopt the so-called "case method" of teaching , in which students are confronted with real-world problems or scenarios involving multiple stakeholders and competing priorities. Most of the cases which faculty use with their students are written by professionals who have expertise in researching and writing in that genre, and for good reason—writing a truly masterful case, one which can engage students in hours of debate and deliberation, takes a lot of time and effort. It can be effective, nevertheless, for you to try implementing some aspects of the case-teaching approach in your class. Among the benefits which accrue to using case studies are the following:

• the fact that it gives your students the opportunity to "practice" a real-world application;
• the fact that it compels them (and you!) to reconstruct all of the divergent and convergent perspectives which different parties might bring to the scenario;
• the fact that it motivates your students to anticipate a wide range of possible responses which a reader might have; and
• the fact that it invites your students to indulge in metacognition as they revisit the process by which they became more knowledgeable about the scenario.

Features of an Effective Teaching Case

While no two case studies will be exactly alike, here are some of those principles:

• The case should illustrate what happens when a concept from the course could be, or has been, applied in the real world. Depending on the course, a “concept” might mean any one among a range of things, including an abstract principle, a theory, a tension, an issue, a method, an approach, or simply a way of thinking characteristic of an academic field. Whichever you choose, you should make sure to “ground” the case in a realistic setting early in the narrative, so that participants understand their role in the scenario.
• The case materials should include enough factual content and context to allow students to explore multiple perspectives. In order for participants to feel that they are encountering a real-world application of the course material, and that they have some freedom and agency in terms of how they interpret it, they need to be able to see the issue or problem from more than one perspective. Moreover, those perspectives need to seem genuine, and to be sketched in enough detail to seem complex. (In fact, it’s not a bad idea to include some “extraneous” information about the stakeholders involved in the case, so that students have to filter out things that seem relevant or irrelevant to them.) Otherwise, participants may fall back on picking obvious “winners” and “losers” rather than seeking creative, negotiated solutions that satisfy multiple stakeholders.
• The case materials should confront participants with a range of realistic constraints, hard choices, and authentic outcomes. If the case presumes that participants will all become omniscient, enjoy limitless resources, and succeed, they won’t learn as much about themselves as team-members and decision-makers as if they are forced to confront limitations, to make tough decisions about priorities, and to be prepared for unexpected results. These constraints and outcomes can be things which have been documented in real life, but they can also be things which the participants themselves surface in their deliberations.

• The activity should include space to reflect upon the decision-making process and the lessons of the case. Writing a case offers an opportunity to engage in multiple layers of reflection. For you, as the case writer, it is an occasion to anticipate how you (if you were the instructor) might create scenarios that are aligned with, and likely to meet the learning objectives of, a given unit of your course. For the participants whom you imagine using your case down the road, the case ideally should help them (1) to understand their own hidden assumptions, priorities, values, and biases better; and (2) to close the gap between their classroom learning and its potential real-world applications.

For more information...

Kim, Sara et al. 2006. "A Conceptual Framework for Developing Teaching Cases: A Review and Synthesis of the Literature across Disciplines." Medical Education 40: 867–876.

Herreid, Clyde Freeman. 2011. "Case Study Teaching." New Directions for Teaching and Learning 128: 31–40.

Nohria, Nitin. 2021. "What the Case Study Method Really Teaches." Harvard Business Review .

Swiercz, Paul Michael. "SWIF Learning: A Guide to Student Written-Instructor Facilitated Case Writing."

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How to... Write a teaching case study

• What is a teaching case study?

A discussion-based case study is an education tool to facilitate learning about, and analysis of, a real-world situation.

A case study provides a well-researched and compelling narrative about an individual, or a group of people, that needs to make a decision in an organisational setting.

The case study narrative includes relevant information about the situation, and gives multiple perspectives on the problem or decision that needs to be taken, but does not provide analysis, conclusions, or a solution.

On this page...

How does a case study work in education, top tips for writing a case study, what is the difference between teaching cases and research focused cases.

• Writing the case study

How to write a teaching note

• Final thoughts

The Emerald Cases Hub

Which publication would suit my case study.

Read about getting ready to publish and visit the Emerald Cases Hub for courses and guides on writing case studies and teaching notes.

Teaching cases expose students to real-world business dilemmas in different cultural contexts.

Students are expected to read the case study and prepare an argument about the most appropriate course of action or recommendation, which can be debated in a facilitated case study class session, or documented in a case study assignment or examination.

A case teaching note, containing recent and relevant theoretical and managerial frameworks, will be published alongside the teaching case, and can be used to demonstrate the links between course content and the case situation to support teaching of the case method.

Teaching case studies have a distinctive literary style: they are written in the third person, in the past tense, and establish an objectivity of core dilemmas in the case.

We have gathered some top tips for you to think about as your write your case study.

Collect information

Cases can be based on primary or secondary data; however, carrying out interviews with the protagonist and others in the organisation, where possible, often results in a better and more balanced case study.

Make sure that you have all the materials you will need before you start the writing process. This will speed up the actual process. Most case studies have a mixture of primary and secondary sources to help capture the spirit of the protagonist.

Structure the narrative

Tell the story in chronological order and in the past tense. Identify and establish the central protagonist and their dilemma in the first paragraph and summarise the dilemma again at the end of the case.

Develop the protagonist

Ensure the protagonist is a well-developed character and that students can identify with their motivations throughout the case.

Get permission

When you submit your case study and teaching note, you must include signed permission from the relevant protagonist or company featured in the case and for any material for which you don’t own the copyright. 

Be clear on your teaching objective

The case method offers a variety of class participation methods, such as discussion, role-play, presentation, or examination. Decide which method best suits the case you want to write. 

Identify case lead author

You might want to consider writing your case study in partnership with colleagues. However, if you are writing a case with other people you need to make sure that the case reads as one voice.

You do not have to share the work evenly. Instead, play to your individual strengths: one author might be better at data analysis, one a better writer. Agree and clarify the order of appearance of authors. This is very important since this cannot be changed after publication.

Write a thorough teaching note

A well-written case study needs an equally well-written teaching note to allow instructors to adopt the case without the need for additional research. The standard teaching note provides key materials such as learning objectives, sample questions and answers, and more. See 'What to include in your teaching note' to produce effective teaching note for your case.

Writing a teaching case requires a distinctive literary style; it should be written in the third person, in the past tense, and establish objectivity of the core dilemmas in the case.

To begin with, a case has to have a hook: an overriding issue that pulls various parts together, a managerial issue or decision that requires urgent attention. 

The trick is to present the story so that the hook is not immediately apparent but ‘discovered’ by students putting the relevant pieces together. More importantly, the hook must be linked to a particular concept, theory, or methodology. 

A teaching case reflects the ambiguity of the situation and need not have a single outcome, as the intent is to create a dialogue with students, encourage critical thinking and research, and evaluate recommendations.

Research cases are a methodology used to support research findings and add to the body of theoretical knowledge, and as such are more academically-focused and evidence-based.

Writing a case study

How to write & structure a case

• Write in the past tense
• Identify and establish an issue/problem which can be used to teach a concept or theory

The opening paragraph should make clear:

• Who the main protagonist is 
• Who the key decision maker is 
• What the nature of the problem or issue is 
• When the case took place, including specific dates 
• Why the issue or problem arose

The body of the case should:

• Tell the whole story – usually in a chronological order 
• Typically contain general background on business environment, company background, and the details of the specific issue(s) faced by the company 
• Tell more than one side of the story so that students can think of competing alternatives

The concluding paragraph should:

• Provide a short synthesis of the case to reiterate the main issues, or even to raise new questions

Before you start, choose where to publish your case study and familiarise yourself with the style and formatting requirements.

Get ready to publish  

What to include in your teaching note

Case synopsis.

Provide a brief summary (approximately 150-200 words) describing the case setting and key issues. Include:

• Name of the organisation
• Time span of the case study
• Details of the protagonist
• The dilemma facing the protagonist
• Sub-field of academia the case is designed to teach (e.g., market segmentation in the telecommunications sector).

Target audience

Clearly identify the appropriate audience for the case (e.g., undergraduate, graduate, or both).  Consider:

• Possible courses where the case can be used
• Level of difficulty
• Specific pre-requisites
• Discipline(s) for which the case is most relevant

If there are multiple target audiences, discuss different teaching strategies.

Top tip: remember that the deciding factor for most instructors looking to find a case for their classroom is relevancy. Working with a specific audience in mind and sharing guidance on case usage helps develop the applicability of your case.

Learning objectives

Set a minimum of one objective for a compact case study and three to four for a longer case. Your objectives should be specific and reflective of the courses you suggest your case be taught in. Make it clear what students can expect to learn from reading the case.

Top tip: Good learning objectives should cover not only basic understanding of the context and issues presented in the case, but also include a few more advanced goals such as analysis and evaluation of the case dilemma.

Research methods

Outline the types of data used to develop the case, how this data was gathered, and whether any names/details/etc. within the case have been disguised. Please note that you will need to obtain consent from the case protagonist/organisation if primary data has been used. Cases based on secondary data (i.e., any information that is publicly available) are not required to obtain consent.

Teaching plan and objectives

Provide a breakdown of the classroom discussion time into sections. Include a brief description of the opening and closing 10-15 minutes, as well as challenging case discussion questions with comprehensive sample answers.

Provide instructors a detailed breakdown of how you would teach the case in 90 minutes. Include:

• Brief description of the opening 10-15 minutes.
• Suggested class time, broken down by topics, assignment questions, and activities.
• Brief description of the closing 10-15 minutes. Reinforce the learning objectives and reveal what actually happened, if applicable

Assignment questions and answers

Include a set of challenging assignment questions that align with the teaching objectives and relate to the dilemma being faced in the case.

Successful cases will provide:

• Three to five questions aligned to the learning objectives.
• A combination of closed, open-ended, and even controversial questions to create discussion.
• Questions that prompt students to consider a dilemma from all angles.

Successful sample answers should:

• Provide an example of an outstanding (A+) response to each question. To illustrate the full range of potential answers, good teaching notes often go on to provide examples of marginal and even incorrect responses as well.
• Draw from recent literature, theory, or research findings to analyse the case study.
• Reflect the reality that a case may not necessarily have a single correct answer by highlighting a diversity of opinions and approaches.

Supporting material

Supporting materials can include any additional information or resources that supplement the experience of using your case. Examples of these materials include  such as worksheets, videos, reading lists, reference materials, etc. If you are including classroom activities as part of your teaching note, please provide detailed instructions on how to direct these activities.

Test & learn

When you have finished writing your case study and teaching note, test them!

Try them out in class to see if students have enough information to thoughtfully address the case dilemma, if the teaching note supports an engaged class discussion, and if the teaching note assignments/lesson plan timing are appropriate. Revise as needed based on the class experience before submitting.

Guide to writing a teaching note

Our short PDF guide will give you advice on writing your teaching note, what you should include and our top tips to creating an effective teaching note.

Download our guide

Final thoughts on writing

What makes a great teaching case?

• Written in the case teaching narrative style, not in the style of a research article
• Classroom tested, making it much more robust
• Objective, considering all sides of a dilemma
• Aligned with the objectives of the publication in which it is included
• Structured to allow for relevant learning outcomes, enabling students to meet them effectively

Common review feedback comments

• The case requires additional information in order to be taught
• A lack of detail
• Suggested answers are not supported by the case
• Learning objectives which apply a model without a purpose
• No sample answers
• Not written in the third person or past tense
• No analysis or lessons learned

What makes a good teaching note?

• Clear learning objectives
• Suggested class time, broken down by topics
• Suggested student assignment
• Brief description of the opening and closing 10-15 minutes and case synopsis
• Challenging case discussion questions with sample answers
• Supporting materials – worksheets, videos, readings, reference material, etc
• Target audience identified
• If applicable, an update on ‘what actually happened’

Register on the Emerald Cases Hub to access free resources designed by case-writing experts to help you write and publish a quality case study. Develop your skills and knowledge with a course on writing a case study and teaching note, view sample cases, or explore modules on teaching/leaning through the case method.

Visit the Emerald Cases Hub

A key factor in boosting the chances of your case study being published is making sure it is submitted to the most suitable outlet. Emerald is delighted to offer two key options: 

Emerging Markets Case Studies (EMCS)

EMCS welcomes well-researched, instructive, and multimedia online cases about the most interesting companies in complex emerging market contexts, to be used by faculty to develop effective managers globally. 

Cases must be factual and be developed from multiple sources, including primary data sourced and signed-off by the company involved.  

Find out more about EMCS

The CASE Journal (TCJ)

TCJ is the official journal of The CASE Association, the leading online, double-blind, peer-reviewed journal featuring factual teaching cases and case exercises spanning the full spectrum of business and management disciplines.

TCJ invites submissions of cases designed for classroom use.  

Find out more about TCJ

The journal peer review process

Understand the journal and case study peer review process and read our tips for revising your submission.

Submit your case study

Submit your case through your chosen channel’s online submission site, find author support and understand your next steps to publish your case study.

Competitions

We partner with a range of organisations to offer case writing competitions. Applying for an award opens the door to the possibility of you receiving international recognition and a cash prize.

View videos, articles, presentations, research papers, and other resources of interest to STEM Teacher Leaders.  

National Center for Case Study Teaching in Science

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This website provides access to an award-winning collection of peer-reviewed case studies. The National Center for Case Study Teaching in Science also offers a five-day summer workshop and a two-day fall conference to train faculty in the case method of teaching science. In addition, they are actively engaged in educational research to assess the impact of the case method on student learning.

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Teaching Resources Library

Case studies.

The teaching business case studies available here are narratives that facilitate class discussion about a particular business or management issue. Teaching cases are meant to spur debate among students rather than promote a particular point of view or steer students in a specific direction.  Some of the case studies in this collection highlight the decision-making process in a business or management setting. Other cases are descriptive or demonstrative in nature, showcasing something that has happened or is happening in a particular business or management environment. Whether decision-based or demonstrative, case studies give students the chance to be in the shoes of a protagonist. With the help of context and detailed data, students can analyze what they would and would not do in a particular situation, why, and how.

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Teaching cases & active learning resources for public health education, writing a "teaching" case study: 10 easy steps.

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Access to cases.

Many of our cases are available for sale through Harvard Business Publishing in the  Harvard T.H. Chan case collection . Others are free to download through this website .

Cases in this collection may be used free of charge by Harvard Chan course instructors in their teaching. Contact  Allison Bodznick , Harvard Chan Case Library administrator, for access.

Access to teaching notes

Teaching notes are available as supporting material to many of the cases in the Harvard Chan Case Library. Teaching notes provide an overview of the case and suggested discussion questions, as well as a roadmap for using the case in the classroom.

Access to teaching notes is limited to course instructors only.

• Teaching notes for cases available through  Harvard Business Publishing may be downloaded after registering for an Educator account .
• To request teaching notes for cases that are available for free through this website, look for the "Teaching note  available for faculty/instructors " link accompanying the abstract for the case you are interested in; you'll be asked to complete a brief survey verifying your affiliation as an instructor.

Using the Harvard Business Publishing site

Faculty and instructors with university affiliations can register for Educator access on the Harvard Business Publishing website,  where many of our cases are available . An Educator account provides access to teaching notes, full-text review copies of cases, articles, simulations, course planning tools, and discounted pricing for your students.

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Case Teaching

The professional real world is complex and filled with uncertainty. Rather than avoiding this complexity, case-based instruction centers around cases that tell the stories of real-life protagonists facing difficult decisions. Cases often end with a straightforward question: Which path should the protagonist take? To answer this question, students carefully read the case and its documents before class. They then spend class time discussing the context, analyzing the data, and debating potential courses of action the protagonist could take. As a facilitator of the conversation, the case instructor tracks and guides the conversation, pushing students to further clarify their ideas, teasing out disagreements, and introducing useful frameworks for analyzing the case. The end of a case discussion usually involves a "reveal," where the actual outcome is shared and students have an opportunity to reflect on their predictions. For these reasons, case-based discussion classrooms are an exciting mix: they are intensely grounded in specifics yet centered around an open-ended question. Effective case teaching instructors prepare intensely for sessions but try to always follow their students’ lead as well. 

How do you plan a case-session that will cover the key concepts but is flexible enough to follow a spontaneous conversation? How can instructors effectively follow up with students to ensure their students’ ideas have been clearly articulated and explored? How can student disagreement be harnessed for deeper understanding? How can instructors make sure that all students have an opportunity to be heard in the classroom discussion? In these videos, featured instructor Julie Battilana discusses her approach and strategies for using case teaching with graduate students across the university.

Building Structure and Flexibility into Case Lesson Plans

Engaging in Extended Dialogue with Students

Using Boards to Organize and Structure Class Thinking

Probing Student Disagreement to Achieve Deeper Understanding

Introducing Frameworks to Connect Case Specifics to Broader Concepts

Using Movement to Increase Intimacy, Energy, and Visibility

Referring Back to Student Comments as Discussion Touchstones

Tracking Student Participation to Ensure All Students Contribute

What does the research say.

• Merseth provides the historical context behind the case-based teaching method ( 1991 )

Seen from the lens of constructivism, the use of case studies requires active engagement from students. Because constructivism posits that students actively construct their understanding, instructors using case studies should consider how to build flexibility into their lessons to allow for active student engagement ( Sudzina, 1997 )

Case teaching is linked to student learning gains and positive student perceptions about their learning ( Bonney, 2015 )

• Further Print Resources
• Further Online Resources

Zakrajsek, T. D., and Nilson, L. B. (2023). Teaching at Its Best: A Research-Based Resource for College Instructors, 5th Ed. John Wiley & Sons.

Chapter 19 provides an overview of the case method and offers guidance to instructors hoping to design cases and integrate them into their teaching.

McKeachie, W., & Svinicki, M. (2014). McKeachie's teaching tips. United Kingdom: Cengage Learning.

Chapter 17 provides several tips about how to best facilitate the case method in your classroom.

•  Harvard Business School has developed a wealth of resources on case-method teaching including tips for planning an effective case session .
•  The Science Education Resource Center (SERC) at Carleton College has helpful, step-by-step instructions for how to teach a case no matter the discipline.
•  The opening question in a case is often one that generates opportunities to follow-up with students. This Harvard Business Publishing article explains the elements of a “perfect opening question” for case discussion .

Suggested Next Page: Simulations

• Center for Innovative Teaching and Learning
• Instructional Guide

Case Studies

Case studies can be used to help students understand simple and complex issues. They typically are presented to the students as a situation or scenario which is guided by questions such as “What would you do in this situation?” or “How would you solve this problem?” Successful case studies focus on problem situations relevant to course content and which are relevant “both to the interests and experience level of learners” (Illinois Online Network, 2007).

Case studies can be simple problems where students “work out” a solution to more complex scenarios which require role playing and elaborate planning. Case studies typically involve teams although cases can be undertaken individually. Because case studies often are proposed to not have “one right answer” (Kowalski, Weaver, Henson, 1998, p. 4), some students may be challenged to think alternatively than their peers. However, when properly planned, case studies can effectively engage students in problem solving and deriving creative solutions.

The Penn State University’s Teaching and Learning with Technology unit suggests the following elements when planning case studies for use in the classroom.

Case studies actively involve students as they work on issues found in “real-life” situations and, with careful planning, can be used in all academic disciplines.

• Real-World Scenario. Cases are generally based on real world situations, although some facts may be changed to simplify the scenario or “protect the innocent.”
• Supporting Data and Documents. Effective case assignments typically provide real world situations for student to analyze. These can be simple data tables, links to URLs, quoted statements or testimony, supporting documents, images, video, audio, or any appropriate material.
• Open-Ended Problem. Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions. Requirements can range from a one-paragraph answer to a fully developed team action plan, proposal or decision. (Penn State University, 2006, para. 2).

Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions.

Instructor Tasks

To help you get started using case studies in the classroom, a number of tasks should be considered. Following this list are tasks to help you prepare students as they participate in the case study.

• Identify a topic that is based on real-world situations
• Develop the case that will challenge students’ current knowledge of the topic
• Link the case to one (or more) of the course goals or objectives
• Provide students with case study basic information before asking them to work on the case
• Prepare necessary data, information, that will help students come up with a solution
• Discuss how this case would relate to real life and career situations
• Place students in teams in which participants have differing views and opinions to better challenge them in discussing possible solutions to the case
• Review team dynamics with the students (prepare an outline of team rules and roles)
• Inform students that they are to find a solution to the case based on their personal experiences, the knowledge gained in class, and challenge one another to solve the problem

Student Tasks

• Determine team member roles and identify a strategic plan to solve the case
• Brainstorm and prepare questions to further explore the case
• Read and critically analyze any data provided by the instructor, discuss the facts related to the case, identify and discuss the relationship of further problems within the case
• Listen to and be open to viewpoints expressed by each member of the team
• Assess, refine, and condense solutions that are presented
• Prepare findings as required by the instructor

Case studies provide students with scenarios in which they can begin to think about their understanding and solutions to problems found in real-world situations. When carefully planned, case studies will challenge students’ critical thinking and problem solving skills in a safe and open learning environment. Case studies can help students analyze and find solutions to complex problems with foresight and confidence.

Illinois Online Network (2007). ION research: Case studies. https://www.ion.uillinois.edu/resources/casestudies/

Kowalski, T. J., Weaver, R. A., & Henson, K. T. (1998). Case studies of beginning teachers. New York, NY: Longman.

Penn State University (2006). Office of Teaching and Learning with Technology. Using cases in teaching. http://tlt.its.psu.edu/suggestions/cases/casewhat.html

Selected Resources

Study Guides and Strategies (2007). Case studies. https://www.studygs.net/casestudy.htm

Suggested citation

Northern Illinois University Center for Innovative Teaching and Learning. (2012). Case studies. In Instructional guide for university faculty and teaching assistants. Retrieved from https://www.niu.edu/citl/resources/guides/instructional-guide

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Eberly Center

Teaching excellence & educational innovation, case studies, what are case studies.

Case studies are stories. They present realistic, complex, and contextually rich situations and often involve a dilemma, conflict, or problem that one or more of the characters in the case must negotiate.

A good case study, according to Professor Paul Lawrence is:

“the vehicle by which a chunk of reality is brought into the classroom to be worked over by the class and the instructor. A good case keeps the class discussion grounded upon some of the stubborn facts that must be faced in real life situations.”

(quoted in Christensen, 1981)

Although they have been used most extensively in the teaching of medicine, law and business, case studies can be an effective teaching tool in any number of disciplines. As an instructional strategy, case studies have a number of virtues. They “bridge the gap between theory and practice and between the academy and the workplace” (Barkley, Cross, and Major 2005, p.182). They also give students practice identifying the parameters of a problem, recognizing and articulating positions, evaluating courses of action, and arguing different points of view.

Case studies vary in length and detail, and can be used in a number of ways, depending on the case itself and on the instructor’s goals.

• They can be short (a few paragraphs) or long (e.g. 20+ pages).
• They can be used in lecture-based or discussion-based classes.
• They can be real, with all the detail drawn from actual people and circumstances, or simply realistic.
• They can provide all the relevant data students need to discuss and resolve the central issue, or only some of it, requiring students to identify, and possibly fill in (via outside research), the missing information.
• They can require students to examine multiple aspects of a problem, or just a circumscribed piece.
• They can require students to propose a solution for the case or simply to identify the parameters of the problem.

Finding or creating cases

It is possible to write your own case studies, although it is not a simple task. The material for a case study can be drawn from your own professional experiences (e.g., negotiating a labor dispute at a local corporation or navigating the rocky shoals of a political campaign), from current events (e.g., a high-profile medical ethics case or a diplomatic conundrum), from historical sources (e.g., a legal debate or military predicament), etc. It is also possible to find published cases from books and on-line case study collections. Whatever the source, an effective case study is one that, according to Davis (1993):

• tells a “real” and engaging story
• raises a thought-provoking issue
• has elements of conflict
• promotes empathy with the central characters
• lacks an obvious or clear-cut right answer
• encourages students to think and take a position
• portrays actors in moments of decision
• provides plenty of data about character, location, context, actions
• is relatively concise

Using case studies

How you use case studies will depend on the goals, as well as on the format, of your course. If it is a large lecture course, for example, you might use a case study to illustrate and enrich the lecture material. (An instructor lecturing on principles of marketing, for example, might use the case of a particular company or product to explore marketing issues and dilemmas in a real-life context.) Also in a large class you might consider breaking the class into small groups or pairs to discuss a relevant case. If your class is a smaller, discussion-format course, you will be able to use more detailed and complex cases, to explore the perspectives introduced in the case in greater depth, and perhaps integrate other instructional strategies, such as role playing or debate. Regardless of the format in which you employ case studies, it is important that you, as the instructor, know all the issues involved in the case, prepare questions and prompts in advance, and anticipate where students might run into problems. Finally, consider who your students are and how you might productively draw on their backgrounds, experiences, personalities, etc., to enhance the discussion. While there are many variations in how case studies can be used, these six steps provide a general framework for how to lead a case-based discussion:

• Give students ample time to read and think about the case. If the case is long, assign it as homework with a set of questions for students to consider (e.g., What is the nature of the problem the central character is facing? What are some possible courses of action? What are the potential obstacles?)
• Introduce the case briefly and provide some guidelines for how to approach it. Clarify how you want students to think about the case (e.g., “Approach this case as if you were the presiding judge” or “You are a consultant hired by this company. What would you recommend?”) Break down the steps you want students to take in analyzing the case (e.g., “First, identify theconstraints each character in the case was operating under and the opportunities s/he had. Second, evaluate the decisions each character made and their implications. Finally, explain what you would have done differently and why.”). If you would like students to disregard or focus on certain information, specify that as well (e.g., “I want you to ignore the political affiliation of the characters described and simply distinguish their positions on stem-cell research as they are articulated here.”)
• Create groups and monitor them to make sure everyone is involved. Breaking the full class into smaller groups gives individual students more opportunities for participation and interaction. However, small groups can drift off track if you do not provide structure. Thus, it is a good idea to make the task of the group very concrete and clear (e.g., “You are to identify three potential courses of action and outline the pros and cons of each from a public relations standpoint”). You may also want to designate roles within each group: for example, one individual might be charged with keeping the others on task and watching the time; a second individual’s role might be to question the assumptions or interpretations of the group and probe for deeper analysis; a third individual’s role might be to record the group’s thoughts and report their decision to the class.  Alternatively, group members could be assigned broad perspectives (e.g., liberal, conservative, libertarian) to represent, or asked to speak for the various “stake-holders” in the case study.
• Have groups present their solutions/reasoning: If groups know they are responsible for producing something (a decision, rationale, analysis) to present to the class, they will approach the discussion with greater focus and seriousness. Write their conclusions on the board so that you can return to them in the discussion that follows.
•  Ask questions for clarification and to move discussion to another level. One of the challenges for a case-based discussion leader is to guide the discussion and probe for deeper analysis without over-directing. As the discussion unfolds, ask questions that call for students to examine their own assumptions, substantiate their claims, provide illustrations, etc.
• Synthesize issues raised. Be sure to bring the various strands of the discussion back together at the end, so that students see what they have learned and take those lessons with them. The job of synthesizing need not necessarily fall to the instructor, however; one or more students can be given this task.

Some variations on this general method include having students do outside research (individually or in groups) to bring to bear on the case in question, and comparing the actual outcome of a real-life dilemma to the solutions generated in class. 

Sources referenced:

Barkley, E. F, Cross, K. P. & Major, C. H. (2005) Collaborative Learning Techniques: A Handbook for College Faculty. San-Francisco: Jossey-Bass.

Christensen, C. R. (1981) Teaching By the Case Method. Boston: Harvard Business School.

Davis, B. G. (1993) Tools for Teaching. San Francisco: Jossey-Bass.

• Case Teaching Resources

Teaching With Cases

Included here are resources to learn more about case method and teaching with cases.

What Is A Teaching Case?

This video explores the definition of a teaching case and introduces the rationale for using case method.

Narrated by Carolyn Wood, former director of the HKS Case Program

Learning by the Case Method

Questions for class discussion, common case teaching challenges and possible solutions, teaching with cases tip sheet, teaching ethics by the case method.

The case method is an effective way to increase student engagement and challenge students to integrate and apply skills to real-world problems. In these videos,  Using the Case Method to Teach Public Policy , you'll find invaluable insights into the art of case teaching from one of HKS’s most respected professors, Jose A. Gomez-Ibanez.

Chapter 1: Preparing for Class (2:29)

Chapter 2: How to begin the class and structure the discussion blocks (1:37)

Chapter 3: How to launch the discussion (1:36)

Chapter 4: Tools to manage the class discussion (2:23)

Chapter 5: Encouraging participation and acknowledging students' comments (1:52)

Chapter 6: Transitioning from one block to the next / Importance of body (2:05)

Chapter 7: Using the board plan to feed the discussion (3:33)

Chapter 8: Exploring the richness of the case (1:42)

Chapter 9: The wrap-up. Why teach cases? (2:49)

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Case Method Teaching and Learning

What is the case method? How can the case method be used to engage learners? What are some strategies for getting started? This guide helps instructors answer these questions by providing an overview of the case method while highlighting learner-centered and digitally-enhanced approaches to teaching with the case method. The guide also offers tips to instructors as they get started with the case method and additional references and resources.

On this page:

What is case method teaching.

• Case Method at Columbia

Why use the Case Method?

Case method teaching approaches, how do i get started.

• Additional Resources

The CTL is here to help!

For support with implementing a case method approach in your course, email [email protected] to schedule your 1-1 consultation .

Cite this resource: Columbia Center for Teaching and Learning (2019). Case Method Teaching and Learning. Columbia University. Retrieved from [today’s date] from https://ctl.columbia.edu/resources-and-technology/resources/case-method/  

Case method 1 teaching is an active form of instruction that focuses on a case and involves students learning by doing 2 3 . Cases are real or invented stories 4  that include “an educational message” or recount events, problems, dilemmas, theoretical or conceptual issue that requires analysis and/or decision-making.

Case-based teaching simulates real world situations and asks students to actively grapple with complex problems 5 6 This method of instruction is used across disciplines to promote learning, and is common in law, business, medicine, among other fields. See Table 1 below for a few types of cases and the learning they promote.

Table 1: Types of cases and the learning they promote.

For a more complete list, see Case Types & Teaching Methods: A Classification Scheme from the National Center for Case Study Teaching in Science.

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Case Method Teaching and Learning at Columbia

The case method is actively used in classrooms across Columbia, at the Morningside campus in the School of International and Public Affairs (SIPA), the School of Business, Arts and Sciences, among others, and at Columbia University Irving Medical campus.

Faculty Spotlight:

Professor Mary Ann Price on Using Case Study Method to Place Pre-Med Students in Real-Life Scenarios

Read more  

Professor De Pinho on Using the Case Method in the Mailman Core

Case method teaching has been found to improve student learning, to increase students’ perception of learning gains, and to meet learning objectives 8 9 . Faculty have noted the instructional benefits of cases including greater student engagement in their learning 10 , deeper student understanding of concepts, stronger critical thinking skills, and an ability to make connections across content areas and view an issue from multiple perspectives 11 . 

Through case-based learning, students are the ones asking questions about the case, doing the problem-solving, interacting with and learning from their peers, “unpacking” the case, analyzing the case, and summarizing the case. They learn how to work with limited information and ambiguity, think in professional or disciplinary ways, and ask themselves “what would I do if I were in this specific situation?”

The case method bridges theory to practice, and promotes the development of skills including: communication, active listening, critical thinking, decision-making, and metacognitive skills 12 , as students apply course content knowledge, reflect on what they know and their approach to analyzing, and make sense of a case. 

Though the case method has historical roots as an instructor-centered approach that uses the Socratic dialogue and cold-calling, it is possible to take a more learner-centered approach in which students take on roles and tasks traditionally left to the instructor. 

Cases are often used as “vehicles for classroom discussion” 13 . Students should be encouraged to take ownership of their learning from a case. Discussion-based approaches engage students in thinking and communicating about a case. Instructors can set up a case activity in which students are the ones doing the work of “asking questions, summarizing content, generating hypotheses, proposing theories, or offering critical analyses” 14 . 

The role of the instructor is to share a case or ask students to share or create a case to use in class, set expectations, provide instructions, and assign students roles in the discussion. Student roles in a case discussion can include: 

• discussion “starters” get the conversation started with a question or posing the questions that their peers came up with; 
• facilitators listen actively, validate the contributions of peers, ask follow-up questions, draw connections, refocus the conversation as needed; 
• recorders take-notes of the main points of the discussion, record on the board, upload to CourseWorks, or type and project on the screen; and 
• discussion “wrappers” lead a summary of the main points of the discussion. 

Prior to the case discussion, instructors can model case analysis and the types of questions students should ask, co-create discussion guidelines with students, and ask for students to submit discussion questions. During the discussion, the instructor can keep time, intervene as necessary (however the students should be doing the talking), and pause the discussion for a debrief and to ask students to reflect on what and how they learned from the case activity. 

Note: case discussions can be enhanced using technology. Live discussions can occur via video-conferencing (e.g., using Zoom ) or asynchronous discussions can occur using the Discussions tool in CourseWorks (Canvas) .

Table 2 includes a few interactive case method approaches. Regardless of the approach selected, it is important to create a learning environment in which students feel comfortable participating in a case activity and learning from one another. See below for tips on supporting student in how to learn from a case in the “getting started” section and how to create a supportive learning environment in the Guide for Inclusive Teaching at Columbia . 

Table 2. Strategies for Engaging Students in Case-Based Learning

Approaches to case teaching should be informed by course learning objectives, and can be adapted for small, large, hybrid, and online classes. Instructional technology can be used in various ways to deliver, facilitate, and assess the case method. For instance, an online module can be created in CourseWorks (Canvas) to structure the delivery of the case, allow students to work at their own pace, engage all learners, even those reluctant to speak up in class, and assess understanding of a case and student learning. Modules can include text, embedded media (e.g., using Panopto or Mediathread ) curated by the instructor, online discussion, and assessments. Students can be asked to read a case and/or watch a short video, respond to quiz questions and receive immediate feedback, post questions to a discussion, and share resources. 

For more information about options for incorporating educational technology to your course, please contact your Learning Designer .

To ensure that students are learning from the case approach, ask them to pause and reflect on what and how they learned from the case. Time to reflect  builds your students’ metacognition, and when these reflections are collected they provides you with insights about the effectiveness of your approach in promoting student learning.

Well designed case-based learning experiences: 1) motivate student involvement, 2) have students doing the work, 3) help students develop knowledge and skills, and 4) have students learning from each other.  

Designing a case-based learning experience should center around the learning objectives for a course. The following points focus on intentional design. 

Identify learning objectives, determine scope, and anticipate challenges. 

• Why use the case method in your course? How will it promote student learning differently than other approaches? 
• What are the learning objectives that need to be met by the case method? What knowledge should students apply and skills should they practice? 
• What is the scope of the case? (a brief activity in a single class session to a semester-long case-based course; if new to case method, start small with a single case). 
• What challenges do you anticipate (e.g., student preparation and prior experiences with case learning, discomfort with discussion, peer-to-peer learning, managing discussion) and how will you plan for these in your design? 
• If you are asking students to use transferable skills for the case method (e.g., teamwork, digital literacy) make them explicit. 

Determine how you will know if the learning objectives were met and develop a plan for evaluating the effectiveness of the case method to inform future case teaching. 

• What assessments and criteria will you use to evaluate student work or participation in case discussion? 
• How will you evaluate the effectiveness of the case method? What feedback will you collect from students? 
• How might you leverage technology for assessment purposes? For example, could you quiz students about the case online before class, accept assignment submissions online, use audience response systems (e.g., PollEverywhere) for formative assessment during class? 

Select an existing case, create your own, or encourage students to bring course-relevant cases, and prepare for its delivery

• Where will the case method fit into the course learning sequence? 
• Is the case at the appropriate level of complexity? Is it inclusive, culturally relevant, and relatable to students? 
• What materials and preparation will be needed to present the case to students? (e.g., readings, audiovisual materials, set up a module in CourseWorks). 

Plan for the case discussion and an active role for students

• What will your role be in facilitating case-based learning? How will you model case analysis for your students? (e.g., present a short case and demo your approach and the process of case learning) (Davis, 2009). 
• What discussion guidelines will you use that include your students’ input? 
• How will you encourage students to ask and answer questions, summarize their work, take notes, and debrief the case? 
• If students will be working in groups, how will groups form? What size will the groups be? What instructions will they be given? How will you ensure that everyone participates? What will they need to submit? Can technology be leveraged for any of these areas? 
• Have you considered students of varied cognitive and physical abilities and how they might participate in the activities/discussions, including those that involve technology? 

Student preparation and expectations

• How will you communicate about the case method approach to your students? When will you articulate the purpose of case-based learning and expectations of student engagement? What information about case-based learning and expectations will be included in the syllabus?
• What preparation and/or assignment(s) will students complete in order to learn from the case? (e.g., read the case prior to class, watch a case video prior to class, post to a CourseWorks discussion, submit a brief memo, complete a short writing assignment to check students’ understanding of a case, take on a specific role, prepare to present a critique during in-class discussion).

Andersen, E. and Schiano, B. (2014). Teaching with Cases: A Practical Guide . Harvard Business Press. 

Bonney, K. M. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains†. Journal of Microbiology & Biology Education , 16 (1), 21–28. https://doi.org/10.1128/jmbe.v16i1.846

Davis, B.G. (2009). Chapter 24: Case Studies. In Tools for Teaching. Second Edition. Jossey-Bass. 

Garvin, D.A. (2003). Making the Case: Professional Education for the world of practice. Harvard Magazine. September-October 2003, Volume 106, Number 1, 56-107.

Golich, V.L. (2000). The ABCs of Case Teaching. International Studies Perspectives. 1, 11-29. 

Golich, V.L.; Boyer, M; Franko, P.; and Lamy, S. (2000). The ABCs of Case Teaching. Pew Case Studies in International Affairs. Institute for the Study of Diplomacy. 

Heath, J. (2015). Teaching & Writing Cases: A Practical Guide. The Case Center, UK. 

Herreid, C.F. (2011). Case Study Teaching. New Directions for Teaching and Learning. No. 128, Winder 2011, 31 – 40. 

Herreid, C.F. (2007). Start with a Story: The Case Study Method of Teaching College Science . National Science Teachers Association. Available as an ebook through Columbia Libraries. 

Herreid, C.F. (2006). “Clicker” Cases: Introducing Case Study Teaching Into Large Classrooms. Journal of College Science Teaching. Oct 2006, 36(2). https://search.proquest.com/docview/200323718?pq-origsite=gscholar  

Krain, M. (2016). Putting the Learning in Case Learning? The Effects of Case-Based Approaches on Student Knowledge, Attitudes, and Engagement. Journal on Excellence in College Teaching. 27(2), 131-153. 

Lundberg, K.O. (Ed.). (2011). Our Digital Future: Boardrooms and Newsrooms. Knight Case Studies Initiative. 

Popil, I. (2011). Promotion of critical thinking by using case studies as teaching method. Nurse Education Today, 31(2), 204–207. https://doi.org/10.1016/j.nedt.2010.06.002

Schiano, B. and Andersen, E. (2017). Teaching with Cases Online . Harvard Business Publishing. 

Thistlethwaite, JE; Davies, D.; Ekeocha, S.; Kidd, J.M.; MacDougall, C.; Matthews, P.; Purkis, J.; Clay D. (2012). The effectiveness of case-based learning in health professional education: A BEME systematic review . Medical Teacher. 2012; 34(6): e421-44. 

Yadav, A.; Lundeberg, M.; DeSchryver, M.; Dirkin, K.; Schiller, N.A.; Maier, K. and Herreid, C.F. (2007). Teaching Science with Case Studies: A National Survey of Faculty Perceptions of the Benefits and Challenges of Using Cases. Journal of College Science Teaching; Sept/Oct 2007; 37(1). 

Weimer, M. (2013). Learner-Centered Teaching: Five Key Changes to Practice. Second Edition. Jossey-Bass.

Additional resources 

Teaching with Cases , Harvard Kennedy School of Government. 

Features “what is a teaching case?” video that defines a teaching case, and provides documents to help students prepare for case learning, Common case teaching challenges and solutions, tips for teaching with cases. 

Promoting excellence and innovation in case method teaching: Teaching by the Case Method , Christensen Center for Teaching & Learning. Harvard Business School. 

National Center for Case Study Teaching in Science . University of Buffalo. 

A collection of peer-reviewed STEM cases to teach scientific concepts and content, promote process skills and critical thinking. The Center welcomes case submissions. Case classification scheme of case types and teaching methods:

• Different types of cases: analysis case, dilemma/decision case, directed case, interrupted case, clicker case, a flipped case, a laboratory case. 
• Different types of teaching methods: problem-based learning, discussion, debate, intimate debate, public hearing, trial, jigsaw, role-play. 

Columbia Resources

Resources available to support your use of case method: The University hosts a number of case collections including: the Case Consortium (a collection of free cases in the fields of journalism, public policy, public health, and other disciplines that include teaching and learning resources; SIPA’s Picker Case Collection (audiovisual case studies on public sector innovation, filmed around the world and involving SIPA student teams in producing the cases); and Columbia Business School CaseWorks , which develops teaching cases and materials for use in Columbia Business School classrooms.

Center for Teaching and Learning

The Center for Teaching and Learning (CTL) offers a variety of programs and services for instructors at Columbia. The CTL can provide customized support as you plan to use the case method approach through implementation. Schedule a one-on-one consultation. 

Office of the Provost

The Hybrid Learning Course Redesign grant program from the Office of the Provost provides support for faculty who are developing innovative and technology-enhanced pedagogy and learning strategies in the classroom. In addition to funding, faculty awardees receive support from CTL staff as they redesign, deliver, and evaluate their hybrid courses.

The Start Small! Mini-Grant provides support to faculty who are interested in experimenting with one new pedagogical strategy or tool. Faculty awardees receive funds and CTL support for a one-semester period.

Explore our teaching resources.

• Blended Learning
• Contemplative Pedagogy
• Inclusive Teaching Guide
• FAQ for Teaching Assistants
• Metacognition

CTL resources and technology for you.

• Overview of all CTL Resources and Technology
• The origins of this method can be traced to Harvard University where in 1870 the Law School began using cases to teach students how to think like lawyers using real court decisions. This was followed by the Business School in 1920 (Garvin, 2003). These professional schools recognized that lecture mode of instruction was insufficient to teach critical professional skills, and that active learning would better prepare learners for their professional lives. ↩
• Golich, V.L. (2000). The ABCs of Case Teaching. International Studies Perspectives. 1, 11-29. ↩
• Herreid, C.F. (2007). Start with a Story: The Case Study Method of Teaching College Science . National Science Teachers Association. Available as an ebook through Columbia Libraries. ↩
• Davis, B.G. (2009). Chapter 24: Case Studies. In Tools for Teaching. Second Edition. Jossey-Bass. ↩
• Andersen, E. and Schiano, B. (2014). Teaching with Cases: A Practical Guide . Harvard Business Press. ↩
• Lundberg, K.O. (Ed.). (2011). Our Digital Future: Boardrooms and Newsrooms. Knight Case Studies Initiative. ↩
• Heath, J. (2015). Teaching & Writing Cases: A Practical Guide. The Case Center, UK. ↩
• Bonney, K. M. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains†. Journal of Microbiology & Biology Education , 16 (1), 21–28. https://doi.org/10.1128/jmbe.v16i1.846 ↩
• Krain, M. (2016). Putting the Learning in Case Learning? The Effects of Case-Based Approaches on Student Knowledge, Attitudes, and Engagement. Journal on Excellence in College Teaching. 27(2), 131-153. ↩
• Thistlethwaite, JE; Davies, D.; Ekeocha, S.; Kidd, J.M.; MacDougall, C.; Matthews, P.; Purkis, J.; Clay D. (2012). The effectiveness of case-based learning in health professional education: A BEME systematic review . Medical Teacher. 2012; 34(6): e421-44. ↩
• Yadav, A.; Lundeberg, M.; DeSchryver, M.; Dirkin, K.; Schiller, N.A.; Maier, K. and Herreid, C.F. (2007). Teaching Science with Case Studies: A National Survey of Faculty Perceptions of the Benefits and Challenges of Using Cases. Journal of College Science Teaching; Sept/Oct 2007; 37(1). ↩
• Popil, I. (2011). Promotion of critical thinking by using case studies as teaching method. Nurse Education Today, 31(2), 204–207. https://doi.org/10.1016/j.nedt.2010.06.002 ↩
• Weimer, M. (2013). Learner-Centered Teaching: Five Key Changes to Practice. Second Edition. Jossey-Bass. ↩
• Herreid, C.F. (2006). “Clicker” Cases: Introducing Case Study Teaching Into Large Classrooms. Journal of College Science Teaching. Oct 2006, 36(2). https://search.proquest.com/docview/200323718?pq-origsite=gscholar ↩

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• Harvard Business School →
• Christensen Center →

Teaching by the Case Method

• Preparing to Teach
• Leading in the Classroom
• Providing Assessment & Feedback
• Sample Class

Case Method in Practice

Chris Christensen described case method teaching as "the art of managing uncertainty"—a process in which the instructor serves as "planner, host, moderator, devil's advocate, fellow-student, and judge," all in search of solutions to real-world problems and challenges.

Unlike lectures, case method classes unfold without a detailed script. Successful instructors simultaneously manage content and process, and they must prepare rigorously for both. Case method teachers learn to balance planning and spontaneity. In practice, they pursue opportunities and "teachable moments" that emerge throughout the discussion, and deftly guide students toward discovery and learning on multiple levels. The principles and techniques are developed, Christensen says, "through collaboration and cooperation with friends and colleagues, and through self-observation and reflection."

This section of the Christensen Center website explores the Case Method in Practice along the following dimensions:

• Providing Assessment and Feedback

Each subsection provides perspectives and guidance through a written overview, supplemented by video commentary from experienced case method instructors. Where relevant, links are included to downloadable documents produced by the Christensen Center or Harvard Business School Publishing. References for further reading are provided as well.

An additional subsection, entitled Resources, appears at the end. It combines references from throughout the Case Method in Practice section with additional information on published materials and websites that may be of interest to prospective, new, and experienced case method instructors.

Note: We would like to thank Harvard Business School Publishing for permission to incorporate the video clips that appear in the Case Method in Practice section of our website. The clips are drawn from video excerpts included in Participant-Centered Learning and the Case Method: A DVD Case Teaching Tool (HBSP, 2003).

Christensen Center Tip Sheets

• Characteristics of Effective Case Method Teaching
• Elements of Effective Class Preparation
• Guidelines for Effective Observation of Case Instructors
• In-Class Assessment of Discussion-Based Teaching
• Questions for Class Discussions
• Teaching Quantitative Material
• Strategies and Tactics for Sensitive Topics

Curriculum Innovation

The case method has evolved so students may act as decision-makers in new engaging formats:

Game Simulations

Multimedia cases, ideo: human-centered service design.

• SUGGESTED TOPICS
• The Magazine
• Newsletters
• Managing Yourself
• Managing Teams
• Work-life Balance
• The Big Idea
• Data & Visuals
• Case Selections
• HBR Learning
• Topic Feeds
• Account Settings
• Email Preferences

What the Case Study Method Really Teaches

• Nitin Nohria

Seven meta-skills that stick even if the cases fade from memory.

It’s been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in students. This article explains the importance of seven such skills: preparation, discernment, bias recognition, judgement, collaboration, curiosity, and self-confidence.

During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

• Nitin Nohria is the George F. Baker Jr. and Distinguished Service University Professor. He served as the 10th dean of Harvard Business School, from 2010 to 2020.

Partner Center

Tech ed from Teacher-authors

Case Study Resources for Modern Teachers

In education, case studies are widely used as a pedagogical tool to encourage critical thinking, problem-solving skills, and the application of theoretical knowledge. They serve as a bridge between theory and practice, promote active learning and the development of practical skills that improve their teaching methods. Our Ask a Tech Teacher crew has several resources for you to consider when you’re looking for case studies that relate to your next project:

Introducing case studies in your course can help prepare your students to deal with real-world situations. Well-planned case studies can challenge students’ problem-solving and critical-thinking skills. This teaching approach can help them analyze and find realistic solutions to complex problems.

As educators embarking on the application of case studies, creating your individual case studies or incorporating existing ones is pivotal. If the pursuit is to provide students with a custom assignment as you get started , opting for an online case study writing service is highly beneficial; services such as EduBirdie or Studybay extend premier case study writing services tailored to your needs. 

Henrique Bertulino, the brand manager of Studybay, underscores the commonality of students encountering difficulties with various case studies and illuminates the extensive range of assistance available online to surmount such challenges. This provision is particularly beneficial for students struggling with creating content and ensures they receive high-quality, custom-made solutions, aiding them in understanding and resolving complex problems meticulously.

If you want to use published cases instead of writing one, this article will give you a list of online resources, as well as several guides for case method teaching.

Where to Find Case Studies?

For educators in pursuit of enhancing their teaching methods, numerous high-quality, open-source, peer-reviewed resources are available online. The following are some notable platforms where diverse and credible case studies can be accessed:

Harvard Business School Publishing

The Harvard Business School produces various curated course content that learners and teachers can use. You will find many different types of content in their extensive catalog. There are articles, core curriculum, pod cases, and simulation. In terms of case studies, the  Harvard Business School  publishes on different disciplines. So, no matter the field of study, you will find a relevant case in the Harvard collection. 

National Science Teaching Association

The National Science Teaching Association (NSTA) offers an extensive knowledge base for science educators. From books and journals to blogs, you will find something that can be beneficial for your students. The NSTA also has nearly a thousand peer-reviewed case studies on various science topics. This comprises the NCCSTS collection, which you can access online for free. 

NCCSTS stands for National Center for Case Study Teaching in Science at the University of Buffalo. It is the creator and curator of the NCCSTS case collections, which you can use for teaching middle to high school students. 

Kellogg Northwestern University

Kellogg is a global business school with hundreds of case studies neatly organized by publishing year and date. Cases cover a wide array of business-related topics, including leadership and management. The collection may not be the most extensive, but it is a good place to start your search. 

CLEO Collection of Free Case Studies

CLEO is a curated library of teaching resources. It is primarily designed for business school instructors. The site offers access to thousands of resources, including the most recent business cases, articles, and issue reports. The case studies are in full text and downloadable. You can use these cases to facilitate classroom discussion and allow students to grapple with real-world situations.

MIT Sloan School of Management Teaching Resources Library

Case studies in the Teaching Resources Library facilitate discussion on a specific business-related issue. Some case studies highlight the decision-making process in a management or business setting. Other cases showcase something that has happened or is happening in a particular business environment.

University of British Columbia Open Case Studies

Faculty and students at the University of British Columbia (UBC) have created and published hundreds of open case studies. And you can find them online on UBC’s open case study page. The UBC case collection features a broad range of topics across different disciplines, including the following:

• Civil Engineering
• Conservation
• Digital Literacy
• Political Science
• Social Justice

Sage Knowledge

Sage Knowledge is an online library of quality case studies. The cases are for instructors teaching public policy, public administration, and related subjects. The cases are available in several policy areas and may include notes for teaching and assignments. 

Finding case studies these days is easier than ever because of the internet. The resources on this list are just some of what you can access. Countless websites exist waiting for you to discover. Some are premium and require a fee to use, while others are available for free.  

Exploring these platforms can yield invaluable materials that can significantly elevate the learning experience, providing fresh insights and diverse perspectives to students and fostering an environment of enriched learning and critical thinking.

Instructors with the budget to spend on learning materials can consider purchasing case studies. There are many stores online that offer case studies as products. But if you need a specific study, consider   a custom case study writing service.

Teaching Using Case Studies: Resources to Help You Get Started

If you’re new to teaching by the case method, below are some resources to help you. 

Christensen Center for Teaching and Learning

The Christensen Center for Teaching and Learning promotes and supports teaching innovation and excellence within Harvard Business School. This center develops and shares materials showcasing best practices in case method teaching. There are also resources for preparing to teach case studies, providing students with feedback, etc.

Columbia Center for Teaching and Learning

The Columbia Center for Teaching and Learning has published articles on case method teaching. The article is written specifically for instructors in the Center. However, the tips and information can be useful no matter where you teach. 

The Case Centre

The Case Centre offers a diverse range of case studies on all aspects of national and international management and business. In addition, the center publishes articles discussing how teachers can teach using case studies. You can find a brief guide to case teaching, tips for choosing a case study, and case writing features. 

From Search Engines to Services: Your Toolkit for Case Method Teaching Success

Case method teaching is becoming more significant as we transition to student-centered learning. With this method, students are encouraged to use higher-level thinking and their problem-solving skills instead of just memorizing. 

To get started with case method teaching, you will need a case. The case study should be relevant, engaging, and clearly written. You can use search engines, like Google, to search for case studies you need for your class. You will get hundreds of results with just one click, but the problem is not all of them are high quality.

Case Method Teaching and Learning | Columbia CTL . (n.d.). https://ctl.columbia.edu/resources-and-technology/resources/case-method/

Gila Herald. (2023). How to write a lab report: Step-by-step guide. The Gila Herald . https://gilaherald.com/how-to-write-a-lab-report-step-by-step-guide/

Harvard Business Publishing Education . (n.d.). https://www.hbsp.harvard.edu/cases/

Library guides: open educational resources: open case studies . (n.d.). https://guides.library.sc.edu/OER/casestudies

NCCSTS case studies . (n.d.). NSTA. https://www.nsta.org/case-studies

Resources – Christensen Center for Teaching & Learning – Harvard Business School . (n.d.). https://www.hbs.edu/teaching/resources/Pages/default.aspx

Teaching by the case Method – Christensen Center for Teaching & Learning – Harvard Business School . (n.d.). https://www.hbs.edu/teaching/case-method/Pages/default.aspx

Using Case Studies to Teach | Center for Teaching & Learning . (2001, October 5). © 2023 Boston University. https://www.bu.edu/ctl/teaching-resources/using-case-studies-to-teach/

Maggie S. Parker, Curriculum Content Writer and Education Content Writer,  has extensive educational experience and is a skilled curriculum developer and education content writer. Because of her background in Educational Development, she has extensive knowledge of learning theories, instructional design, and content development. Her life’s work is dedicated to assisting students and teachers in reaching their full potential by creating high-quality content that promotes knowledge and skill growth.

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Jacqui Murray  has been teaching K-18 technology for 30 years. She is the editor/author of over a hundred tech ed resources including a  K-12 technology curriculum ,  K-8 keyboard curriculum,   K-8 Digital Citizenship curriculum . She is an adjunct professor in tech ed, Master Teacher, webmaster for four blogs, an  Amazon Vine Voice , CSTA presentation reviewer, freelance journalist on tech ed topics, contributor to  NEA Today , and author of the tech thrillers,  To Hunt a Sub  and  Twenty-four Days . You can find her resources at  Structured Learning.

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NCCSTS Case Collection • Teaching Resources

The publications listed below have been produced by the National Center for Case Study Teaching in Science.

Start with a Story: The Case Study Method of Teaching College Science , edited by Clyde Freeman Herreid, originally published in 2006 by NSTA Press; reprinted by the National Center for Case Study Teaching in Science (NCCSTS) in 2013. Collection of 40+ essays examining every aspect of the case study method and its use in the science classroom. The book is available for purchase through NSTA .

Science Stories You Can Count On: 51 Case Studies with Quantitative Reasoning in Biology , edited by Clyde Freeman Herreid, Nancy A. Schiller, and Ky F. Herreid, NSTA Press, 2014. Includes case studies as well as tips and techniques for promoting quantitative reasoning in biology. The book is available for purchase through NSTA or from Amazon .

Science Stories: Using Case Studies to Teach Critical Thinking , edited by Clyde Freeman Herreid, Nancy A. Schiller, and Ky F. Herreid, NSTA Press, 2012. A compilation of case studies with questions and teaching notes that can be used to help develop STEM students’ critical thinking skills. The book is available for purchase through NSTA or from Amazon .

The NCCSTS has produced two training videos with supporting brochures on the case method and its use in science education.

Use of Case Studies and Group Discussion in Science Education This hands-on video shows the classical method of running a case study class used by Harvard law and business school professors for almost 100 years—the art of using successful group discussion. In 26 minutes you will learn how to ensure that your large group discussion is not a free-for-all or an exercise in futility as you try to get students to say something intelligent. Preparation and control are the key ingredients. For preparation students must read a case study ahead of time. But it is more than that. In this video, which focuses on a case study involving genetically modified food, you will see how an actual class is given a “warm-up” by breaking into small groups to discuss the reading they’ve done ahead of time. Then you will see how a large group discussion is successfully controlled. It’s the important, yet subtle, use of appropriate questions, body language, blackboard planning, and summarization that makes it all work. Video on YouTube | Access the video booklet (PDF)

Team Learning: Cooperative Learning in the Science Classroom Having students work in small groups is arguably the best way to teach science and this includes teaching science using cases. But how can we run a classroom this way? Here is one answer using a method called Team Learning. This 26-minute video shows you how to establish groups, how to set up a grading system that encourages group participation, how to answer students’ questions and, most importantly, why this is a superior method of teaching. Video on YouTube | Access the video booklet (PDF)

Bibliographies

• Bibliography on Case Study Teaching in Science compiled by Nancy A. Schiller and Clyde Freeman Herreid.

Selected Articles by Clyde F. Herreid and other members of the NCCSTS

Getting started.

• Case Studies in Science: A Novel Method of Science Education
• What is a Case? Bringing to Science Education the Established Teaching Tool of Law and Medicine
• My Favorite Case and What Makes It So
• What Makes a Good Case? Some Basic Rules of Good Storytelling Help Teachers Generate Student Excitement in the Classroom
• Sorting Potatoes for Miss Bonner: Bringing Order to Case Study Methodology Through a Classification Scheme
• Can Case Studies Be Used to Teach Critical Thinking?
• A Peek Behind the Curtain of Tenure and Promotion

Writing Cases

• Cooking With Betty Crocker: A Recipe for Case Writing
• The Way of Flesch: The Art of Writing Readable Cases
• Twixt Fact and Fiction: A Case Writer’s Dilemma
• Let’s Get Personal: Putting Personality into your Cases
• Puttin’ on the Ritz: How to Put Science into Cases
• Putting Words in Their Mouth: Writing Dialogue for Case Studies
• And All That Jazz: An Essay Extolling the Virtues of Writing Case Teaching Notes
• Exercises in Style: Is There a Best Way to Write a Case Study?
• The Chef Returns: A Recipe for Writing Great Case Studies
• Creating a Video Case Study

Teaching with Cases

• Don't! What Not to Do When Teaching Cases
• Return to Mars: How Not to Teach a Case Study
• Assembling a Case Study Tool Kit: 10 Tools for Teaching With Cases
• The Interrupted Case Method
• Case Studies and the Flipped Classroom
• A Chat with the Survey Monkey: Case Studies and the Flipped Classroom
• Intimate Debate Technique
• "Clicker" Cases: Introducing Case Study Teaching into Large Classrooms
• Structured Controversy: A Case Study Strategy
• Trigger Cases Versus Capstone Cases
• The Boy Scouts Said Its Best: Some Advice on Case Study Teaching and Student Prepara-tion
• Naming Names
• Science, Pseudoscience, and Nonsense

Cases and Cooperative Learning

• The Bee and the Groundhog: Lessons in Cooperative Learning
• I Never Knew Joe Paterno: An Essay on Teamwork and Love
• The Wisdom of Groups

Grading Case Work

• When Justice Peeks: Evaluating Students in Case Study Teaching

Start with a Story: The Case Study Method of Teaching College Science

Edited by Clyde Freeman Herreid

Originally published in 2006 by NSTA Press; reprinted by the National Center for Case Study Teaching in Science (NCCSTS) in 2013. Collection of 40+ essays examining every aspect of the case study method and its use in the science classroom. The book is available for purchase through NSTA .

Science Stories You Can Count On: 51 Case Studies with Quantitative Reasoning in Biology

Edited by Clyde Freeman Herreid, Nancy A. Schiller, and Ky F. Herreid, NSTA Press, 2014.

Includes case studies as well as tips and techniques for promoting quantitative reasoning in biology. The book is available for purchase through NSTA or from Amazon .

Science Stories: Using Case Studies to Teach Critical Thinking

Edited by Clyde Freeman Herreid, Nancy A. Schiller, and Ky F. Herreid, NSTA Press, 2012.

A compilation of case studies with questions and teaching notes that can be used to help develop STEM students’ critical thinking skills. The book is available for purchase through NSTA or from Amazon .

Use of Case Studies and Group Discussion in Science Education

This hands-on video shows the classical method of running a case study class used by Harvard law and business school professors for almost 100 years—the art of using successful group discussion. In 26 minutes you will learn how to ensure that your large group discussion is not a free-for-all or an exercise in futility as you try to get students to say something intelligent. Preparation and control are the key ingredients. For preparation students must read a case study ahead of time. But it is more than that. In this video, which focuses on a case study involving genetically modified food, you will see how an actual class is given a “warm-up” by breaking into small groups to discuss the reading they’ve done ahead of time. Then you will see how a large group discussion is successfully controlled. It’s the important, yet subtle, use of appropriate questions, body language, blackboard planning, and summarization that makes it all work.

Video on YouTube | Access the video booklet (PDF)

Team Learning: Cooperative Learning in the Science Classroom

Having students work in small groups is arguably the best way to teach science and this includes teaching science using cases. But how can we run a classroom this way? Here is one answer using a method called Team Learning. This 26-minute video shows you how to establish groups, how to set up a grading system that encourages group participation, how to answer students’ questions and, most importantly, why this is a superior method of teaching.

The articles listed below are selected by Clyde F. Herreid and other members of the NCCSTS.

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Civil Rights Movement : Education

Subject: History

Age range: 14-16

Resource type: Lesson (complete)

Last updated

12 September 2024

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This Civil Rights Movement lesson investigates how Jim Crow education laws were changed by the Brown v Topeka case, Little Rock and James Meredith. Each case study is examined and an account is written at the end to show how the cases link together.

This download includes a fully editable powerpoint with all activities, instructions, clip links and worksheets/information sheets you need. It is differentiated 2/3 ways where possible with scaffolding and challenge options and is fully planned with plenty of activities for your students to complete including a starter, clip questions/activities, song analysis, mini plenaries, groupwork information sheets with table to complete, case studies, a consolidation written question and thinking plenary questions about what happened to our case study people (students always like the personal touch!).

Activities are planned to encourage thinking and discussion.

We have other great Civil Rights lessons in our TES shop including the Jim Crow Laws, the KKK and Martin Luther King - many more are on their way! https://www.tes.com/resources/search/?authorId=22174227&q=civil rights&shop=DiscoveringHistory

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This great value ***Enslaved Peoples of the Americas and Civil Rights Movement*** bundle includes the following lessons: 1. The Underground Railroad 2. Abolition of the Slave Trade 3. Jim Crow Laws 4. KKK - Ku Klux Klan 5. Civil Rights Movement - Education 6. Martin Luther King & Civil Rights This download includes everything you need to teach these lessons - all powerpoints, clips, activities, instructions, worksheets and information sheets. Scaffolding and challenge activities are included where possible. All lessons last at least one hour and are fully editable. Activities have been designed to promote thinking and discussion. Please take a look at our growing TES shop where you can find free or inexpensive lessons: https://www.tes.com/teaching-resources/shop/DiscoveringHistory If you are happy with your resource, **PLEASE LEAVE US A REVIEW**! If, by any chance, you encounter any issues with the resource, please email us at **[email protected]** and we’ll try to solve them for you. We have a wide range of KS3 & GCSE History lessons on their way, please keep an eye out - follow our social media pages for freebies, new resources and interesting facts! Got a lesson suggestion? Or looking for something in particular? Email us!

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Morris Mthombeni and Albert Wocke

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.

Read the professors’ business school-style case study before considering the issues raised in the box at the end.

At the end of last year, Dan Marokane became the 12th chief executive of Eskom in the past decade alone. He returned to the embattled South African state-owned utility monopoly, which he had left in 2015, to tackle the tensions between fixing the company to ensure energy security in South Africa and meeting its “just energy transition” commitments to lower emissions.

At COP26, the UN Climate Change Conference in Glasgow, in December 2021, the US, EU, UK, France and Germany pledged $8.5bn to help South Africa shut its coal-fired powered stations. Eskom generates more than 90 per cent of electricity used in South Africa and the Southern African Development Community region, of which 85 per cent is produced from fossil fuels.

Overall, the energy sector contributes 41 per cent of South Africa’s CO₂ emissions, according to the World Bank , earning Eskom the dubious honour of being called “the world’s worst polluting power company” by some environmental groups. Eskom also finds itself at odds with climate activists and academics such as those from University College London and the International Institute for Sustainable Development, who argue that “no more fossil fuel projects are needed as renewable energy sources take up the demand”.

In addition, since 2008, Eskom has struggled with debilitating national blackouts euphemistically known as “load shedding”. These were caused by insufficient generation to meet demand for power as a result of poor management, corruption and bad political decisions. Electricity prices spiked and the lack of power further weakened the South African economy, costing as much as £40mn per day.

The authors

Morris Mthombeni and Albert Wocke are professors at the Gordon Institute of Business Science at the University of Pretoria in South Africa; Professor Mthombeni is also dean at Gibs

During the first half of 2024, the situation appeared finally to be stabilising, following the appointment of Mteto Nyati as Eskom chairman. Nyati had a successful track record in the technology and telecommunication sectors. Marokane, as a new chief executive with a supportive board chair, is also able to draw on his prior experience at Eskom, when he was in charge of generation.

Marokane has cautioned that, while there has been no load shedding for several months, “South Africa is not out of the woods yet”. His strategy includes carrying out extensive maintenance at underperforming coal-fired power stations that had been poorly maintained, and dismissing corrupt or incompetent managers. The turnaround is complicated by a new business model and the need for Eskom to move to cleaner energy production as part of the just transition programme.

Eskom was a vertically integrated business since its inception in 1923 but, in 2019, the South African government began a process of unbundling the company into separate subsidiaries for generation, transmission and distribution. The objective was to tackle the problems that led to load shedding and improve efficiency and transparency, reduce rent seeking, and protect capital providers interests.

The first division to be spun off in July this year was transmission, now an Eskom subsidiary known as the National Transmission Company South Africa, which operates with a separate board and management team. This has the potential to be the most profitable of the subsidiaries and will run the transmission system and buy electricity from multiple generators, not only Eskom. It will eventually provide a platform for generators, consumers, retailers and traders to trade with each other, as happens in a number of other countries. But Marokane might want to push back the timing of the spin-off for two related reasons.

First, Eskom ought to protect its less profitable generation division, currently dominated by fossil-fuel energy sources. In July, Eskom spoke out against government plans to issue licences allowing private generators to sell directly to customers, and to permit the import of energy into South Africa. The company was concerned that applicants would be able to cherry-pick customers, leaving existing small users without the present cross-subsidy from larger consumers.

Second, to meet its carbon emission reduction targets, Eskom must find a way to address a continuing reliance on fossil fuels as the main source of energy in its generation division. The company had pledged at COP26 to reduce emissions from 442mn tons a year to between 350mn and 420mn tons by 2030. Retaining transmission capability within Eskom could help support a sustainable restructure, leading to a better funded just transition plan.

Marokane was confident Eskom would reduce about 71mn tons of CO₂ from generation by 2030, as it aggressively built a renewable energy portfolio. Yet it has failed to repurpose its 63-year-old 1,000MW Komati power station, east of Pretoria — it was finally decommissioned in October 2022.

Owing to the social consequences of the loss of hundreds of jobs at the fossil-fuelled Komati, which were replaced by many fewer focusing on social entrepreneurship initiatives, Marokane described it as an “ atomic bomb scenario in terms of social discord”.

Despite partnering with the South African Renewable Energy Technology Centre and the Global Energy Alliance for People and Planet to redeploy the hundreds of people who lost jobs after the closure of Komati, Eskom has found that the path to a just energy transition is not a smooth one.

Discussion points

See the FT video above, and:

ft.com/eskom-case1

ft.com/eskon-case2

Considering the current strategy to unbundle Eskom into generation, distribution and transmission subsidiaries, how can the company make its generation business comfortably profitable?

Is the organisational restructure a crucial part of Eskom’s plan to achieve its emission reduction targets? If Eskom believed the restructure was unnecessary for it achieve its 2030 emissions reduction targets, could Marokane and his team consider retaining the current structure for the foreseeable future?

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Sociology, Policy, and Politics in Mathematics Education

Handbooks, special collections, etc.

• Atweh, B., Forgasz, H., & Nebres, B. (Eds.). (2001). Sociocultural research on mathematics education: An international perspective. Mahwah, NJ: Lawrence Erlbaum Associates.
• Bartell, TG (2018). Toward equity and social justice in mathematics education. Switzerland: Springer International Publishing.
• Boaler, J. (2000). Multiple perspectives on mathematics teaching and learning. Stamford, CT: Ablex.
• Cai, J. (2017). Compendium for research in mathematics education . Reston, VA: National Council of Teachers of Mathematics.
• Jurdak, M., Vithal, R., de Freitas, E., Gates, P., Kollosche, D. (2016). Social and Political Dimensions of Mathematics Education . Springer.
• Leonard, J. (2008). Culturally specific pedagogy in the mathematics classroom. New York: Routledge.
• Martin, D.B. (Ed.). (2009). Mathematics teaching, learning, and liberation in the lives of Black children. New York: Routledge.
• Nasir, N. S., & Cobb, P. (Eds.). (2007). Improving access to mathematics: Equity and diversity in the classroom. New York, NY: Teachers College Press.
• Oakes, J. (1990). Multiplying inequalities: The effects of race, social class, and tracking on opportunities to learn mathematics and science. Santa Monica, CA: The Rand Corporation.
• Sfard, A. (2008 ). Thinking as communicating: Human development, the growth of discourses, and mathematizing . New York, NY: Cambridge University Press.
• Special Equity Issue. (2013). Journal for Research in Mathematics Education, 44 (1).

Papers and chapters

• Akiba, M., et. al., Standards-based mathematics reforms and mathematics achievement of American Indian/Alaska Native eighth graders. Education Policy Analysis Archives v. 16 no. 20 (2008) p. 1-34
• Berry, R.Q. (2008). Access to upper-level mathematics: The stories of successful African American middle school boys. Journal for Research in Mathematics Education, 39 (5), 464-488.
• Boaler, J. (1999). Participation, knowledge and beliefs: A community perspective on mathematics learning. Educational Studies in Mathematics, 40 , 259-281.
• Burton, L. (1999). The practices of mathematicians: What do they tell us about coming to know mathematics? Educational Studies in Mathematics, 37 , 121-143.
• Cobb, P. and Hodge, L.L. (2002). A relational perspective on issues of cultural diversity and equity as they play out in the mathematics classroom. Mathematical thinking and learning, 4 (2&3), 249-284.
• Gutierrez, K.D. & Rogoff, B. (2003). Cultural ways of learning: individual traits or repertoires of practice. Educational Researcher, 32 (5), 19-25.
• Gutierrez, R. (2008). A “gap-gazing” fetish in mathematics education? Problematizing research on the achievement gap. Journal for Research in Mathematics Education, 39 (4),  357-364.
• Gutstein, E. (2003). Teaching and learning mathematics for social justice in an urban, Latino school. Journal for Research in Mathematics Education , 34(1), 37–73.
• Hamilton, L.S., McCaffrey, D.F., Stecher, B.M., Klein, S.P., Robyn, A., & Bugliari, D. (2003) . Studying Large-Scale Reforms of Instructional Practice: An Example from Mathematics and Science. Educational Evaluation and Policy Analysis, 25 (1), 1-29.
• Herzig, A.H. (2004). Becoming mathematicians: Women and students of color choosing and leaving doctoral mathematics. Review of Educational Research, 74 (2), 171-214.
• Horn, I. S. (2008). Turnaround students in high school mathematics: Constructing identities of competence through mathematical worlds. Mathematical Thinking and Learning, 10( 3), 201–239.
• Lappan, G. & Wanko, J.J. (2003). The changing roles and priorities of the federal government in mathematics education in the United States. In G.M.A. Stanic & J. Kilpatrick (Eds.). A History of School Mathematics, Volume 2 (pp. 897-930). Reston, VA: National Council of Teachers of Mathematics.
• Lubienski, S. (2000). Problem solving as a means towards mathematics for all: An exploratory look through the class lens. Journal for Research in Mathematics Education, 31 , 454–482.
• Martin, DB. (2013). Race, racial projects, and mathematics education.  Journal for Research in Mathematics Education,   44 (1), 316-333.
• Martin, D.B. (2006). Mathematics learning and participation as racialized forms of experience: African American parents speak on the struggle for mathematics literacy. Mathematical Thinking and Learning, 8 (3), 197-229
• Masingila, J.O., Davidenko, S., and Prus-Wisniowska, E. (1996). Mathematics learning and practice in and out of school: A framework for connecting these experiences. Educational Studies in Mathematics, 31 , 175-200.
• Moore, J. L. (2006). A qualitative investigation of African American males’ career trajectory in engineering: Implications for teachers, school counselors, and parents. Teachers College Record, 108 (2), 246–266.
• Nasir, N. S. (2002). Identity, goals, and learning: Mathematics in cultural practice. Mathematical Thinking and Learning , 4(2–3), 213–247
• Porter, A., McMaken, J., Hwang, J., & Yang, R. (2011). Common core standards: The new US intended curriculum. Educational Researcher, 40 (3), 103-116.
• Riegle-Crumb, C. and King, B. (2010). Questioning a White Male Advantage in STEM: Examining Disparities in College Major. Educational Researcher  39(9), 656-664.
• Robinson, J. P., & Lubienski, S. T. (2011). The Development of Gender Achievement Gaps in Mathematics and Reading During Elementary and Middle School: Examining Direct Cognitive Assessments and Teacher Ratings.  American Educational Research Journal ,  48 (2), 268–302. 
• Schmidt, W. & Houang, R. (2012). Curricular coherence and the Common Core State Standards for mathematics. Educational Researcher, 41 (8), 294-308.
• Slavin, R.E., Lake, C., & Groff, C. (2009). Effective programs in middle and high school mathematics: A best-evidence synthesis. Review of Educational Research, 79 (2), 839-911.
• Stein, M. K., Kaufman, J. H., Sherman, M., & Hillen, A. F. (2011). Algebra: A challenge at the crossroads of policy and practice. Review of Educational Research, 81 (4), 453–492.
• Stinson, D. W., & Bullock, E. C. (2012). Critical postmodern theory in mathematics education research: A praxis of uncertainty. Educational Studies in Mathematics, 80 (1–2), 41–55.
• Tate, W. F. (1997). Race-ethnicity, SES, gender, and language proficiency trends in mathematics achievement: An update. Journal for Research in Mathematics Education, 28, 652-679.
• Wilson, L.D. (2007). High-stakes testing in mathematics. In F. Lester (Ed.) Second Handbook of Research on Mathematics Teaching and Learning (pp. 1099-1110). Reston, VA: National Council of Teachers of Mathematics.

Faculty publications

• Walker, E.N. (2006). Urban students’ academic communities and their effects on mathematics success. American Educational Research Journal, 43 (1), 41-71.
• Walker, E.N. (2012). Cultivating mathematics identities in and out of school and in between. Journal of Urban Mathematics Education, 5 (1), 66-83.
• Walker, E.N. (2012). Building mathematics learning communities: Improving outcomes in urban high schools. New York: Teachers College Press.
• Walker, Erica N. (2014). Beyond Banneker: black mathematicians and the paths to excellence . Albany, NY: State University of New York Press.

A few TC dissertations

• Benoit, Gregory. (2018). Mathematics in popular culture: An analysis of mathematical internet memes. 
• Butt, Intzar. (2011). Effects of academic track, school gender, location and sector on secondary school mathematics achievement: Results from six districts of Punjab, Pakistan.
• Stachelek, AJ (2014). The impact of culturally relevant mathematics pedagogy-based professional development on teachers’ instructional practices.

Members of the TSG

Erica Walker

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Phone: (212) 678-3381 Fax: (212) 678-8319

Email: tcmath@tc.edu