Guidelines for Writing a Case Study Analysis
A case study analysis requires you to investigate a business problem, examine the alternative solutions, and propose the most effective solution using supporting evidence. To see an annotated sample of a Case Study Analysis, click here.
Preparing the Case
Before you begin writing, follow these guidelines to help you prepare and understand the case study:
- Read and examine the case thoroughly
- Take notes, highlight relevant facts, underline key problems.
- Focus your analysis
- Identify two to five key problems
- Why do they exist?
- How do they impact the organization?
- Who is responsible for them?
- Uncover possible solutions
- Review course readings, discussions, outside research, your experience.
- Select the best solution
- Consider strong supporting evidence, pros, and cons: is this solution realistic?
Drafting the Case
Once you have gathered the necessary information, a draft of your analysis should include these sections:
- Identify the key problems and issues in the case study.
- Formulate and include a thesis statement, summarizing the outcome of your analysis in 1–2 sentences.
- Set the scene: background information, relevant facts, and the most important issues.
- Demonstrate that you have researched the problems in this case study.
- Outline possible alternatives (not necessarily all of them)
- Explain why alternatives were rejected
- Why are alternatives not possible at this time?
- Proposed Solution
- Provide one specific and realistic solution
- Explain why this solution was chosen
- Support this solution with solid evidence
- Concepts from class (text readings, discussions, lectures)
- Outside research
- Personal experience (anecdotes)
- Determine and discuss specific strategies for accomplishing the proposed solution.
- If applicable, recommend further action to resolve some of the issues
- What should be done and who should do it?
Finalizing the Case
After you have composed the first draft of your case study analysis, read through it to check for any gaps or inconsistencies in content or structure: Is your thesis statement clear and direct? Have you provided solid evidence? Is any component from the analysis missing?
When you make the necessary revisions, proofread and edit your analysis before submitting the final draft. (Refer to Proofreading and Editing Strategies to guide you at this stage).
This section provides some advice on the process of writing up your report.
Plan the report
Before you begin to write the report, it is essential to have a plan of its structure. You can begin to plan the report while you are investigating the case.
Fist, prepare an outline (in list or mind-map format) of the main headings and subheadings you will have in the report. Then add notes and ideas to the outline which remind you of what you want to achieve in each section and subsection. Use the outline to help you consider what information to include, where it should go and in what sequence. Be prepared to change your outline as your ideas develop. Finally, the outline headings and subheadings can be converted into the contents page of your report.
Schedule your writing time
Prepare a schedule for writing and editing the sections of the report. Allow some extra time just in case you find some sections difficult to write. Begin by writing the sections you feel most confident about. Preliminary sections (executive summary, introduction) and supplementary sections (conclusions, reference list and appendices) are usually prepared last. Some writers like to begin with their conclusions (where the writer's thoughts are at that moment) or the methodology (it's easier to write about your own work).
Analyse your audience
In writing a case study report in your course, the report is often intended for an imaginary person so you need to make sure that your language and style suites that person. For example, a report for senior management will be different in content and style and language to a technical report. A report to a community group would also be different again in content, style and language. Audience definition helps you decide what to include in the report based on what readers need to know to perform their jobs better or what the readers need to know to increase their knowledge about your subject. These notes on audience analysis are adapted from Huckin and Olsen (p1991)
*After: Huckin & Olsen ,1991.1.
- Who will read the report? Think about all the uses of the report and where and when it would be read. Reports written within an organisation may be read by different people and different departments; for example, technical and design specialists, supervisors, senior managers, lawyers, marketing and finance specialists.
- What are the readers' needs and goals? Each department or unit in an organisation has its own needs and goals. Understanding the different perspectives can help you decide how to communicate persuasively to these groups. For example while design engineers may prefer to develop new or alternative design to show progress in their field, the marketing specialist may prefer that the organisation imitate a known successful design to save time.
- How do I make communication clear for managers? Communication must be accessible and useful to busy managers as they will primarily seek important generalisations. This has implications for the report's structure, the amount of orientation or background information provided and the level of technical language used. An executive summary, introductions to new sections and concluding summaries for major sections should be included in the report.
- What might be the readers' preferences or objections to the report? You may need to address the significance and benefits/limitations of your recommendations from a number of readers' perspectives in the report. You may also need to consider compromises as a way to acknowledge potential conflicts or criticisms of your recommendations or solutions.
Prepare a draft report
Writers rarely produce a perfect piece of text in their first attempt so a number of drafts are usually produced. Careful planning and editing will ensure a consistent professional standard in the report. You will need to do the following:
- Revise the task often
Do this by keeping both the reader's needs and the report's objectives in mind as you gather information, take notes and write sections of the report.
Do this by taking clear notes, which include the information gathered and your thoughts about the usefulness and the implications of this information. Review your notes to decide what is essential information to include in the report.
- Create a logical structure
Use your contents page outline to decide where information will go. Within each section, plan the subheadings and then decide on the sequence of information within these.
Check that your writing flows and that your ideas are supported and plausible. If you are not sure what to look for, here are links to advice and activities on report organisation, cohesion and evidence.
Ensure that all your figures and tables communicate a clear message. Show a colleague your visuals to check how they will be interpreted or 'read'.
For first drafts, a word processor's spell checker and grammar checker can be useful however, do not rely solely on these tools in your final edit as they are not perfect. Errors will be overlooked or even created by these programs! The best ways to edit are to read a printed copy and where possible get a colleague to read and give feedback.
Here is a report checklist that you can print out: CHECKLIST