Case Study Template

Synopsis

What's the best way to turn business challenges into strategic opportunities? With a structured case study, consultants and project teams can follow every decision making point from discovery to outcome. What's more, successful case studies can be shown to future clients to prove your impressive track record.

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What are some ways to use case studies for business growth?

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Case studies can be used for business growth in several ways. They can be used as a marketing tool to attract new clients by showcasing successful projects and solutions provided to past clients. They can also be used internally for training purposes, helping employees understand how to handle similar situations in the future. Additionally, they can be used to identify areas of improvement and develop strategies for future projects.

How can a case study help in identifying strategic opportunities?

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A case study can help in identifying strategic opportunities by providing a detailed analysis of past situations, decisions, and outcomes. It allows one to understand the context, challenges, and solutions that were implemented in a particular scenario. This understanding can then be used to identify similar opportunities in other situations or to devise strategies for future scenarios. Case studies also serve as proof of a successful track record, which can be beneficial in attracting future clients.

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This Case Study Template walks you through the key topics that makes a compelling case study. It includes slides on client needs gap analysis, SWOT, Porter's five forces, industry analysis canvas, stakeholder communications, issue tree, team contribution, competitive analysis, and many more.

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Client needs

In almost all cases, stakeholder needs can constrain potential solutions. But rather than seeing that as a limitation, use it to your advantage as a way to narrow down the focus. Use this gap analysis graph to compare the stakeholder or client's current status, and where it aims to be in the future. (Slide 4)

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What are some other ways to prove your impressive track record to future clients?

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You can prove your impressive track record to future clients by showcasing your past successful projects, providing testimonials from satisfied clients, demonstrating your expertise and knowledge in your field, and offering a portfolio of your work. You can also provide case studies that detail how you've helped previous clients achieve their goals.

How can a case study template help in improving client relationships?

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A case study template can help in improving client relationships by providing a structured way to showcase how your product or service has been beneficial to other clients. It can highlight the problem, the solution provided, and the results achieved, which can build trust and credibility with the client. It also allows for a clear and concise presentation of information, making it easier for the client to understand the value you bring.

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In this hypothetical scenario, technology advances at a much faster pace than the business's productivity. The gap between the two implies performance potential that the business can still capture, with the right strategy that is.

Industry analysis

SWOT analysis

Before any grand schemes for the future, first take a comprehensive look at the status quo. Specifically, current strengths and weaknesses that the business has, as well as any opportunity to capitalize on and any threats to watch out for.

These SWOT Analysis slides provide enough space to dig just a little deeper on any details the presenter needs to emphasize. Plus, it never hurts to supplement words with data. Near the right, plot any relevant metrics to prove the insights on the left. (Slides 7-10)

Porter's five forces

Now it's time to take a big step back and focus on the macro factors. No business exists in a vacuum, and industry and market changes can become either assistance or resistance. Porter's Five Forces is one of the most tried-and-true frameworks to help managers and analysts understand how a firm is positioned in its industry.

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The five forces are already written out on the slide for you: supplier power, competitive rivalry, threat of new entry, buyer power, and threat of substitution. To use this slide, list out the elements that fall under each force. (Slide 15)

Strategy canvas

Another method of industry analysis is the strategy canvas, inspired by the Blue Ocean framework. This canvas plots the offering values of key competing factors of industry players on average, and of the firm you're strategizing for. (Slide 14)

It's important to understand which of these factors has the industry been competing on for a long time. Because those are the efforts you'd want to "eliminate" or "reduce". On the other hand, differentiate yourself in underserved areas. Allocate more resources to "raise" or "create" more values in these factors.

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download

Download this presentation in

English (US) expand_more

• English (US)
• English (UK)
• Español
• Deutsch

Get 6 out of 34 slides

PowerPoint Keynote Google Slides

Not for commercial use

Microsoft Powerpoint

Not for commercial use

Microsoft Powerpoint

Not for commercial use

Microsoft Powerpoint

Not for commercial use

Or, start for free ⬇️

Download and customize this and hundreds of business presentation templates for free

Sign up

OR

Voila! You can now download this presentation

Download

Issue tree

So what about actually solving the problem at hand? Many business problems are not only complex but also turn out to be the symptom rather than the root problem. This issue true visually organizes the thought process behind each problem. Instead of jumping between ideas in your own head, share this slide with your team mates and client to make sense of the ideas pipeline. To make it even simpler, each layer of the diagram can be presented as a "yes"/"no" problem until action items can be suggested in the end. (Slide 18)

Questions and answers

Are there any case studies that demonstrate the effectiveness of using a stakeholder matrix in project management?

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Yes, there are numerous case studies that demonstrate the effectiveness of using a stakeholder matrix in project management. The stakeholder matrix is a powerful tool that helps project managers identify and prioritize stakeholders based on their power and interest in the project. This allows for a more targeted and efficient communication strategy, ensuring that those with high power and interest are closely engaged, while those with low power and interest are monitored passively. This can lead to improved stakeholder management, smoother project execution, and ultimately, successful project outcomes.

Can you name a company that could benefit from using a stakeholder matrix and explain how?

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Almost any company can benefit from using a stakeholder matrix, but let's take the example of a tech startup. A tech startup often has multiple stakeholders including investors, employees, customers, and partners. By using a stakeholder matrix, the startup can categorize these stakeholders based on their decision power and interest in the project. For instance, investors with high power and high interest need to be closely engaged and updated to ensure buy-in. On the other hand, partners who have little power and interest can just be passively monitored with little effort. This helps the startup to manage its stakeholders effectively and ensure the success of its projects.

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Key personnel

Stakeholder communications

Realistically, it's impossible to make everybody happy all of the time. So pick your battle. An essential part of a business case is to synergize the solution proposal with stakeholder demands. But not all stakeholders have equal footing.

This stakeholder matrix develops a communciations plan by categorizing and prioritizing stakeholders based on decision power and interest in the project. For example, those with both high power and high interest need to be closely engaged and updated to ensure buyins. On the other hand, those who have little power and interest can just be passively monitored with little effort. Under each stakeholder category, list any individual names, titles, or entities that apply. (Slide 20)

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Team capabilities

The assembly of a business case's project team is not only crucial for operational purposes, but also for skillsets and capabilities. The credentials and credibility of the team members are especially important when the case study is presented as a way to recruit future clients.

Use this slide to showcase the your team players complement each other with their areas of expertise and task assignment. This way, stakeholders and clients can better understand how the work is being done and what each member brings to the table. (Slide 21)

Outcomes and post-mortem

Last but not least, be sure to summarize the outcome of the case study. Hopefully your strategies lead to positive returns. But if not, this is a also a chance to conduct a post-mortem to understand what can be improved next time.

Numbers speak volumes. So don't just say that your ideas were successful, actually show it with metrics such as financial impact, KPIs and deliverables, Net Promoter Score, just to name a few. (Slides 29-32)