Case Study Report Examples

Sample Case Study Report

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

(This document is referenced from Case Study Design.)

Here is a sample of a case study report. Evaluation included focus on the program's process, outcomes and facilitation. The following case study was used to convey the funder, a holistic depiction of the experience and outcomes from the program. "Jack" is a fictional name in this sample.

"Jack"
Jack is a chief executive of an organization with a small budget and staff. Jack's overall goal in his circle was to communicate with other executives about projects and challenges they face, including brainstorming solutions together. He mentioned numerous challenges that he faced in running his organization, some of which needed specific, technical information to address.

In the first meeting, he mentioned other issues that he wanted to address. In comparison to other members in his circle, he had the most issues. He also wanted help managing his time more effectively and he wanted to improve the effectiveness of his board. He stated, "They don't even know what we're about. They just sit there when we meet." And he wanted to improve his understanding of his role as a chief executive. He asked, "How do I know what I can ask the board to do?" "What is my role with them?" In another area, he said he wanted some ideas about how to expand his organization's revenue.

In the first meeting, members asked him many questions, mostly to obtain additional information about his issues. Jack responded that his most pressing project was time management. Another member responded, "I'd challenge you on that," and asked Jack if he would have more time if he got more support from his board. Jack laughed and answered, "I suppose so." Other group members concurred. From his first meeting, he took away actions including listing and ranking his issues, scheduling a time management course, and identifying a course that would provide an overview of the chief executive's role. One member asked him to also list and rank his issues for the next meeting.

In the second meeting, Jack produced the following list: improving his understanding of the chief executive and board roles, developing/energizing the board, and conducting strategic planning with the board that would include expanding the revenue in his organization. Other group members agreed with Jack's list.

In discussion in the second meeting, Jack acknowledged that he was doing more as an chief executive than is usually expected from that role. He also realized that he was overloaded because he got little or no support from his board. He indicated that he did not feel confident, though, approaching his board members for more support. As a result of other circle members' support and coaching, he resolved to approach the board -- and a month later, he had. He and the board members committed to complete board training. He arranged training to include strong focus on strategic planning, which included expanding revenue. To further build rapport, he elected to have lunch with one board member a month, including giving them a tour of the organization.

Jack noted on his evaluation questionnaire: "[The process had!!] just the right amount of structure. The conversation is pretty free-flowing, but there's enough attention paid to time so that everyone gets a fair chance." His top reported outcomes were in the categories of access to a network, professional development, and effectiveness. "[The program provided me!!] an opportunity to meet other chief executives and hear about projects that they faced and how they handled those projects." He stated, "The program has restored some order to my job," and "A lot has happened with my job."



For the Category of Evaluations (Many Kinds):

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books

Evaluation (General)

Program Evaluation



Evaluation (General)

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just click on the image of the book. Also, a "bubble" of information might be displayed. You can click on the title of the book in that bubble to get more information, too.

Program Evaluation

The following books are recommended because of their highly practical nature and often because they include a wide range of information about this Library topic. To get more information about each book, just click on the image of the book. Also, a "bubble" of information might be displayed. You can click on the title of the book in that bubble to get more information, too.

Field Guide to Nonprofit Program Design, Marketing and Evaluation
by Carter McNamara, published by Authenticity Consulting, LLC. There are few books, if any, that explain how to carefully plan, organize, develop and evaluate a nonprofit program. Also, too many books completely separate the highly integrated activities of planning, marketing and evaluating programs. This book integrates all three into a comprehensive, straightforward approach that anyone can follow in order to provide high-quality programs with strong appeal to funders. Includes many online forms that can be downloaded. Many materials in this Library topic are adapted from this book.

Also see

Business Research -- Recommended Books

Supervision (Evaluating Employees) -- Recommended Books




A case study analysis is usually presented as a report and will therefore contain many of the features and structure of reports in general. This section will briefly describe each section, its purpose and structure.

Before reading this section you might like to try this Quiz to see how much you already know about writing reports.

Title page

The title page presents routine information and hints at the report's content through an informative title. Design your title page to be simple yet functional and appropriate for your audience. Common elements to include on the title page include:

  • Your Institution's name
  • Title of the report
  • Author/s (include student number if appropriate)
  • Name of person or group to whom you submit the report
  • Course name (or department/group or committee name)
  • Date of submission

Executive summary

The executive summary is usually read by senior management. The manager will use the information in the executive summary to decide what action to take and who will carry it out. An executive summary should include an overview of the whole report and is longer than an abstract for a professional journal. It can be from one to a couple of pages, but try to keep it under 2 pages if possible. Headings can be used but there is no need to number these. In your own words present clearly and briefly:

  • the topic area of the report
  • the report's primary aim/s
  • state what was achieved (key finding)
  • a summary of your approach
  • significant findings
  • a summary of the report's recommendations

Contents page

Readers can use this to get a sense of how the report is structured and can skim the contents page for relevant sections to read. Include heading, subheading and page numbers. Usually in large reports a decimal numbering system for headings and subheadings are used. If it is a large report with many tables and figures in the body, a list of figures and a list of terminology or symbols can be included after the contents page.

Introduction

The introduction is very important as it sets the context for the report. Summarise the brief (your task), briefly outline the case and focus on its significance for the reader, state the report's aim(s) and describe how the report is organised. Readers use the introduction to locate the aim of your report and to decide which sections of the report they need to read. While you may include the key problem you have identified and its significance, it is not usual to detail findings or recommendations in the introduction.

Case study report body

The previous sections (title page, executive summary, contents, tables of figures, introduction) are preliminary sections.

It is difficult to give a single precise description of how a case study report should be organised as many models and variations exist. Organisation will depend on the type of report (eg; design, management), the type of case study investigation (eg; historical, problem orientated), and even the discipline or field you are writing in. Ultimately, the writer decides how best to organise and explain the case, the methodology and the recommendations. The following descriptions are examples only and are drawn from the field of risk management.

Historical case study

An historical case study's body sections may be organised as follows:

  • Context — Describe the case or situation being investigated. Focus on the facts of the situation.
  • Approach - Use topic based headings and a chronological sequence to give a summary and discussion of contributing factors (usually focusing on a specific time period in the past) that lead to and resulted from the situation described in the case study. Refer to theories, relevant publications or prior cases to explain and justify your interpretations of the situation. Problems and solutions and previous recommendations that were made are highlighted and briefly commented upon (eg; which problems were eventually solved and how they were solved, or which problems continued and why they remained unsolved).
  • Conclusion- Try to answer the following questions. What else has been achieved since the situation occurred? Have all recommendations been implemented? What may happen in the future?

An example of an historical case study report can be found at: http://www.colorado.edu/hazards/wp/wp98.html it is titled: "A Case Study of Florida's Emergency Management Since Hurricane Andrew". This case study is one of a series of research working papers for the Natural Hazards Research and Application Information Centre, Institute of Behavioural Science, University of Colorado. Additional historical case studies with slightly different body sections can be found at this site: http://www.colorado.edu/hazards/WP

Problem-orientated case study

A problem orientated case study's body sections may be organised as follows:

Headings should be informative and descriptive providing a clue to the contents of the section.

  • Describe the context of the case. Present the central issue you will be analysing, what decisions have already been made, what communication processes are occurring in the situation. Focus on the facts.
  • Explain your methodology. Identify problems that are demonstrated in the case (use visuals if appropriate) and also explain and justify your choice of analysis tools (eg SWOT, PEST, Force Field…),
  • Present summaries of your findings (put details in the appendices) and indicate how you decide what is acceptable/not acceptable as a solution.
  • Present an action plan for the recommendations. Recommendations in a case study report should be fairly detailed. Include an action plan that details who should take action, when and how (eg; specifications, steps to follow), and how to assess the action taken. For example, in a case study report you may decide the likelihood of 3 scenarios pose the greatest risks for your company but each poses a risk in unique ways. For each scenario clearly state who is responsible, what action they should take and how they can assess the recommendation.

Conclusions

Every report should include a concluding statement/s on the subject of the report. Restate the aim of the report and state how you have achieved it. Present the main findings and key recommendations in a summarised form for the reader's benefit. You should also restate the limitations of the report.

Appendices

Appendices provide additional or supporting information that while not essential to understanding the main facts and recommendations, may be of interest to the expert reader and are evidence of your research and analysis. Appendices can be tables of raw data, detailed calculations, design drawings, maps, copies of a questionnaire or survey etc. Appendices are normally listed as Appendix A, Appendix B, Appendix C, and so forth. Give each appendix a clear informative title. Appendices and reference lists are supplementary sections of a report.

Reference list

This is a list of all the sources of information you have referred to in the report. Many schools in engineering recommend the author date system. See Referencing for more information on reference styles. We recommend you check with your course facilitators on their preferences.


 See next: Activities for recognising report sections

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