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Presentation Evaluation Form

presentation evaluation form

Sample Oral Presentation Evaluation Forms - 7+ Free Documents in ...

Presentation evaluation form sample - 8+ free documents in word ..., 7+ oral presentation evaluation form samples - free sample ....

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What is Presentation Evaluation Form?

A Presentation Evaluation Form is a structured tool designed for assessing and providing feedback on presentations. It systematically captures the effectiveness, content clarity, speaker’s delivery, and overall impact of a presentation. This form serves as a critical resource in educational settings, workplaces, and conferences, enabling presenters to refine their skills based on constructive feedback. Simple to understand yet comprehensive, this form bridges the gap between presenter effort and audience perception, facilitating a pathway for growth and improvement.

Presentation Evaluation Format

Title: investment presentation evaluation, section 1: presenter information, section 2: evaluation criteria.

  • Clarity and Coherence:
  • Depth of Content:
  • Delivery and Communication:
  • Engagement and Interaction:
  • Use of Supporting Materials (Data, Charts, Visuals):

Section 3: Overall Rating

  • Satisfactory
  • Needs Improvement

Section 4: Comments for Improvement

  • Open-ended section for specific feedback and suggestions.

Section 5: Evaluator Details

Presentation evaluation form pdf, word, google docs.

presentation evaluation form pdf

PDF Word Google Docs

Explore the essential tool for assessing presentations with our Presentation Evaluation Form PDF. Designed for clarity and effectiveness, this form aids in pinpointing areas of strength and improvement. It seamlessly integrates with the Employee Evaluation Form , ensuring comprehensive feedback and developmental insights for professionals aiming to enhance their presentation skills. You should also take a look at our  Peer Evaluation Form

Student Presentation Evaluation Form PDF

student presentation evaluation form pdf

Tailored specifically for educational settings, the Student Presentation Evaluation Form PDF facilitates constructive feedback for student presentations. It encourages growth and learning by focusing on content delivery and engagement. This form is a vital part of the Self Evaluation Form process, helping students reflect on their performance and identify self-improvement areas. You should also take a look at our  Call Monitoring Evaluation Form

Short Presentation Evaluation Form

short presentation evaluation form

Our Short Presentation Evaluation Form is the perfect tool for quick and concise feedback. This streamlined version captures the essence of effective evaluation without overwhelming respondents, making it ideal for busy environments. Incorporate it into your Training Evaluation Form strategy to boost learning outcomes and presentation efficacy. You should also take a look at our  Employee Performance Evaluation Form

Oral Presentation Evaluation Form

oral presentation evaluation form

The Oral Presentation Evaluation Form focuses on the delivery and content of spoken presentations. It’s designed to provide speakers with clear, actionable feedback on their verbal communication skills, engaging the audience, and conveying their message effectively. This form complements the Employee Self Evaluation Form , promoting self-awareness and improvement in public speaking skills. You should also take a look at our  Interview Evaluation Form

More Presentation Evaluation Form Samples Business Plan Presentation Evaluation Form

business plan presentation evaluation form


This form is used to evaluate the oral presentation. The audience has to explain whether the materials presented were clear, logical or sequential. The form is also used to explain whether the time frame of the presentation was appropriate. They have to evaluate whether the presentation conveyed professionalism and demonstrated knowledge of the industry.

Group Presentation Evaluation Form

group presentation evaluation form


This form is used to explain whether the introduction was capturing their interest. They have to further explain whether the purpose of the presentation clear and logical. They have to explain whether the presentation resulted in a clear conclusion. They have to explain whether the speakers were natural and clear and whether they made eye contact.

Formal Presentation Evaluation Form

formal presentation evaluation form

This form is used by audience of the presentation to explain whether the purpose was communicated clearly. They have to further explain whether it was well organized and the presenter had understanding of the topic. The form is used to explain whether the presenter was well-prepared and spoke clearly.

oral presentation evaluation form

This form is used to evaluate the presentation and circling the suitable rating level. One can also use the provided space to include comments that support ratings. The aim of evaluating the presentation is to know strengths and find areas of required improvement.

Sample Group Presentation Evaluation Form

group presentation evaluation form1


This form is used by students for evaluating other student’s presentation that follow a technical format. It is criteria based form which has points assigned for several criteria. This form is used by students to grade the contributions of all other members of their group who participated in a project.

Presentation Evaluation Form Sample Download

presentation evaluation form sample download


It is vital to evaluate a presentation prior to presenting it to the audience out there. Therefore, the best thing to do after one is done making the presentation is to contact review team in the organization. He/she should have the presentation reviewed prior to the actual presentation day.

Presentation Skills Evaluation Form

presentation skills evaluation form


There is sample of presentation skills Evaluation forms that one can use to conduct the evaluation. They can finally end up with the proper data as necessary. As opposed to creating a form from scratch, one can simply browse through the templates accessible. They have to explain whether the time and slides effectively used.

Presentation Evaluation Form Community Health Workers Course

presentation evaluation form community health workers course

This form is used to explain the best parts and worst parts of the presentation. The user has to explain whether the presenter described the healthy housing and action steps. They have to explain whether the presenter has missed any points and the ways presenter can improve.

Mini Presentation Evaluation Form

mini presentation evaluation form

This form is used to explain whether the presenter created a setting for positive learning experience and the way they did. They have to further explain the way the presenter encouraged participation. They have to rate the trainer’s presentation style, knowledge, eye contact, voice and hand gestures.

Seminar Presentation Evaluation Form

seminar presentation evaluation form


This form is used to give constructive feedback to the students who are presenting any of their seminars. The evaluation results will be used to enhance the effectiveness of the speaker.  The speaker will discuss the evaluations with the graduate student’s adviser. This form can be used to add comments.

Evaluation Form for Teaching and Presentations

evaluation form for teaching and presentations


This form is used by anyone who is providing a teaching presentation. This form is for use of the audience. There is a different Teaching Observation assessment for formative feedback and direct observation of a teaching event. They are asked to provide constructive feedback to help the presenter and the teaching organization in future events.

Poster Presentation Evaluation Form

poster presentation evaluation form

This form involves inspection of the poster with the evaluation of the content and visual presentation. It is also used to discuss the plan to present poster to a reviewer. The questions asked in this process, needs to be anticipated by them. They also add comments, if necessary.

Technical Presentation Evaluation Form

technical presentation evaluation form


This form is used to explain whether the introduction, preparation, content, objectives and presentation style was appropriate. It is also used to explain whether it was visually appealing, the project was well presented and the conclusion ended with a summary. One is also asked to explain whether the team was well connected with each other. One can also add overall rating of the project and add comments and grade.

oral presentation evaluation form


10 Uses of Presentation Evaluation Form

use of presentation evaluation form 1024x530

  • Feedback Collection: Gathers constructive feedback from the audience or evaluators.
  • Speaker Improvement: Identifies strengths and areas for improvement for the presenter.
  • Content Assessment: Evaluates the relevance and quality of presentation content.
  • Delivery Analysis: Reviews the effectiveness of the presenter’s delivery style.
  • Engagement Measurement: Gauges audience engagement and interaction.
  • Visual Aid Evaluation: Assesses the impact and appropriateness of visual aids used.
  • Performance Benchmarking: Sets benchmarks for future presentations.
  • Training Needs Identification: Identifies training and development needs for presenters.
  • Peer Review: Facilitates peer feedback and collaborative improvement.
  • Confidence Building: Helps presenters gain confidence through structured feedback.

How do you write a Presentation Evaluation?

Writing a presentation evaluation begins with understanding the objectives of the presentation. Incorporate elements from the Seminar Evaluation Form to assess the relevance and delivery of content. The evaluation should include:

  • An Introduction that outlines the context and purpose of the presentation, setting the stage for the feedback.
  • Criteria Assessment , where each aspect of the presentation, such as content clarity, audience engagement, and visual aid effectiveness, is evaluated. For instance, using a Resume Evaluation Form might inspire the assessment of organizational skills and preparedness.
  • Overall Impression and Conclusion , which summarize the presentation’s strengths and areas for improvement, providing actionable suggestions for development. This mirrors the approach in a Proposal Evaluation Form , focusing on the impact and feasibility of the content presented.

How do you Evaluate Presentation Performance?

To evaluate presentation performance effectively, consider both the content and the presenter’s delivery skills. Similar to the structured feedback provided in a Speaker Evaluation Form , the evaluation should encompass:

  • Content Quality , assessing the accuracy, relevance, and organization of the information presented.
  • Delivery Skills , including the presenter’s ability to communicate clearly, maintain eye contact, and engage with the audience.
  • The use of Visual Aids and their contribution to the presentation’s overall impact.
  • Audience Response , gauging the level of engagement and feedback received, which can be compared to insights gained from an Activity Evaluation Form .

What are 3 examples of Evaluation Forms?

Various evaluation forms can be employed to cater to different assessment needs:

  • A Chef Evaluation Form is essential for culinary presentations, focusing on creativity, presentation, and technique.
  • The Trainee Evaluation Form offers a comprehensive review of a trainee’s performance, including their learning progress and application of skills.
  • For technology-based presentations, a Website Evaluation Form can assess the design, functionality, and user experience of digital projects.

What are the Evaluation Methods for Presentation?

Combining qualitative and quantitative methods enriches the evaluation process. Direct observation allows for real-time analysis of the presentation, while feedback surveys, akin to those outlined in a Performance Evaluation Form , gather audience impressions. Self-assessment encourages presenters to reflect on their performance, utilizing insights similar to those from a Vendor Evaluation Form . Lastly, peer reviews provide an unbiased feedback loop, essential for comprehensive evaluations. Incorporating specific forms and methods, from the Program Evaluation Form to the Basketball Evaluation Form , and even niche-focused ones like the Restaurant Employee Evaluation Form , ensures a detailed and effective presentation evaluation process. This approach not only supports the presenter’s development but also enhances the overall quality of presentations across various fields and contexts. You should also take a look at our  Internship Evaluation Form .

10 Tips for Presentation Evaluation Forms

tip of presentation evaluation form 1024x530

  • Be Clear: Define evaluation criteria clearly and concisely.
  • Stay Objective: Ensure feedback is objective and based on observable facts.
  • Use Rating Scales: Incorporate rating scales for quantifiable feedback.
  • Encourage Specifics: Ask for specific examples to support feedback.
  • Focus on Constructive Feedback: Emphasize areas for improvement and suggestions.
  • Keep It Anonymous: Anonymous feedback can elicit more honest responses.
  • Be Comprehensive: Cover content, delivery, visuals, and engagement.
  • Follow Up: Use the feedback for discussion and development planning.
  • Customize Forms: Tailor forms to the specific presentation type and audience.
  • Digital Options: Consider digital forms for ease of collection and analysis.

Can you fail a Pre Employment Physical for being Overweight?

No, being overweight alone typically does not cause failure in a pre-employment physical unless it directly affects job-specific tasks. It’s essential to focus on overall health and ability, similar to assessments in a Mentee Evaluation Form . You should also take a look at our  Teacher Evaluation Form

What is usually Included in an Annual Physical Exam?

An annual physical exam typically includes checking vital signs, blood tests, assessments of your organ health, lifestyle discussions, and preventative screenings, mirroring the comprehensive approach of a Sensory Evaluation Form . You should also take a look at our  Oral Presentation Evaluation Form

What do you wear to Pre Employment Paperwork?

For pre-employment paperwork, wear business casual attire unless specified otherwise. It shows professionalism, akin to preparing for a Driver Evaluation Form , emphasizing readiness and respect for the process. You should also take a look at our  Food Evaluation Form

What does a Pre-employment Physical Consist of?

A pre-employment physical consists of tests measuring physical fitness for the job, including hearing, vision, strength, and possibly drug screening, akin to the tailored approach of a Workshop Evaluation Form . You should also take a look at our  Functional Capacity Evaluation Form

Where can I get a Pre Employment Physical Form?

Pre-employment physical forms can be obtained from the hiring organization’s HR department or downloaded from their website, much like how one might access a Sales Evaluation Form for performance review. You should also take a look at our  Bid Evaluation Form .

How to get a Pre-employment Physical?

To get a pre-employment physical, contact your prospective employer for the form and details, then schedule an appointment with a healthcare provider who understands the requirements, similar to the process for a Candidate Evaluation Form . You should also take a look at our  Customer Service Evaluation Form .

In conclusion, a Presentation Evaluation Form is pivotal for both personal and professional development. Through detailed samples, forms, and letters, this guide empowers users to harness the full benefits of feedback. Whether in debates, presentations, or any public speaking scenario, the Debate Evaluation Form aspect underscores its versatility and significance. Embrace this tool to unlock a new horizon of effective communication and presentation finesse.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

How Present a Case Study like a Pro

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

case presentation evaluation form

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

Case Study Example Psychology

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

case presentation evaluation form

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

case presentation evaluation form

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

case presentation evaluation form

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

case presentation evaluation form

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

case presentation evaluation form

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

case presentation evaluation form

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

case presentation evaluation form

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

College Lab Report Template - Introduction

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

case presentation evaluation form

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

case presentation evaluation form

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

case presentation evaluation form

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Modern Lead Generation Business Case Study Presentation Template

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

  • Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
  • Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
  • Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
  • Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
  • Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
  • Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

case presentation evaluation form

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

  • Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
  • Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
  • Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
  • Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
  • Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

  • Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
  • Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
  • Objectives : Clearly state the goals of the case study in a dedicated slide.
  • Findings : Use charts, graphs and bullet points to present your findings succinctly.
  • Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
  • Conclusion : Summarize key takeaways and results.
  • Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

case presentation evaluation form

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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1) how can i create an effective evaluation form.

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2) What are the key components to include in an evaluation form?

Your evaluation form should first include a few fields to identify the respondent, unless you want the evaluation to be anonymous. These fields will make follow-up easy if you need to contact respondents again in the future.

Next, your evaluation form should include questions to gather the kind of feedback you’re looking for. The types of questions should vary and can include Likert scale or rating scale questions, multiple-choice questions, and open-ended questions. You can also add a narrative section that allows users to share their thoughts and perceptions in greater detail.

Finally, make sure to have a thank-you page so that respondents know you appreciate their time and effort.

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This depends on a company’s needs and goals. Be careful not to overload your audience with evaluation requests — too many may cause survey fatigue, making respondents less inclined to complete your forms over time.

Generally, you should send evaluation forms any time you launch a new product, service, or event. If you offer an ongoing service or product, establish regular intervals to send out customer satisfaction or evaluation forms, such as every three to six months. Evaluation forms for performance reviews are usually shared annually or semi-annually.

Ultimately, you’ll want to space out evaluation forms to ensure you’ve had enough time to make improvements or glean new insights from previous feedback collected. This prevents you from wasting both your customers’ time and effort and your own.

4) What is the purpose of using evaluation forms?

Evaluation forms are a fantastic tool for improving your organization because they help you collect important feedback and data to inform decision making and planning. Evaluation forms are helpful for assessing the effectiveness, satisfaction, or performance of an initiative, product, service — you name it. They’re flexible and useful across every industry.

Evaluation forms administered at regular intervals assist in monitoring progress over time and providing companies with data they can track. They also encourage respondents to share their feedback and opinions honestly and without repercussions. This can create a transparent company culture by demonstrating to employees or customers how much you value their opinions.

5) What are the subtypes of evaluation forms?

There are evaluation forms for anything and everything! You can create these forms for individual purposes (such as the evaluation of teachers, peers, employees, or clients) as well as for organizations (like schools, restaurants, businesses, etc.). You can also use them to evaluate customer satisfaction when it comes to products and services, like courses or coaching. Lastly, evaluations are great for measuring the success of an event, whether it’s a concert, conference, or retreat.

6) How can I customize an evaluation form template?

Customizing an evaluation form template is simple with Jotform’s intuitive drag-and-drop form builder. Add or rearrange form fields, drop in your logo, change fonts and colors, and much more. You can adjust the theme or background of your form and even add custom CSS code to fine-tune the design — no coding required!

7) Are evaluation forms suitable for both subjective and objective assessments?

Yes, you can design evaluation forms to suit both subjective and objective assessments. If you want to collect information that’s more subjective, you can use more open-ended questions to solicit the opinions and perspectives of your audience — like when you’re asking customers to evaluate a product. For these assessments, rating scales and open-ended questions work best.

If you want to create an assessment that gathers objective information with more easily measured criteria, you can focus more on multiple-choice questions. These require respondents to use predefined answer options that are less subject to personal interpretation.

You can construct evaluation forms as subjective or objective assessments — or a mixture of both.

8) Can evaluation forms be used for self-assessment?

Yes, you can use evaluation forms for self-assessment purposes. This approach is particularly common in employee performance reviews, when employees fill out self-assessment forms for a manager to review as part of the review process. In these evaluation forms, employees can rate their own performance, abilities, and areas for improvement. They can also monitor and track their progress with periodic self-assessment forms to help them achieve longer-term goals.

9) Are evaluation forms applicable to various industries and sectors?

You can adapt evaluation forms to every kind of industry and sector! They’re useful tools in healthcare, government, businesses, schools, and much more. Evaluation forms are particularly useful for market research and collecting individual insights, which are applicable to almost any industry.

10) What types of evaluation scales or rating systems can be used in evaluation forms?

You’ll often see several types of rating systems in evaluation forms. One of the most common is the Likert scale, in which respondents indicate their level of agreement or disagreement with a particular statement. The possible answers are arranged on a scale of three or more values — for example from “agree” to “disagree.” These questions are ideal for capturing general perceptions or attitudes about a product or service.

Another type of evaluation system is the numeric rating scale, which allows users to assign a numeric value to indicate their satisfaction with a product or service. For example, they may have the option to rate a product from 1–10, depending on how much they enjoyed it. This is an easy way to quantify customer satisfaction or product performance.

Similar to the numeric rating scale, the semantic rating scale uses words instead of numbers. Users can choose from adjectives like “poor” or “excellent” to indicate their level of satisfaction.

Other possible scales are the visual analog scale (such as identifying which image best represents an opinion) and the ranking scale.

11) How can I ensure the confidentiality and anonymity of evaluation form responses?

You can confirm the confidentiality of evaluation form responses by not requiring identifying information, making the form anonymous. Also be careful not to include any questions that may inadvertently betray a user’s identity — for instance, refrain from asking a question about which department someone works in or where their office is located.

To protect confidentiality even further, make sure that all of your data related to your form is encrypted. You should also restrict access to your data and make sure security protocols are airtight to prevent potential breaches.

12) Are there any best practices for analyzing and interpreting evaluation form data?

When analyzing and interpreting data, make sure you organize your data before you begin your analysis by adding labels and addressing gaps in form submissions. You can make this step easier by setting up an evaluation form that’s clear and organized to prevent users from submitting incomplete information.

Next, identify broad trends within your data using percentages or other statistics when possible, which can help establish overall patterns before you begin cross-tabulation and segmentation into different categories to further identify trends.

It usually helps to visualize your data in graphs or tables (such as those automatically generated by Jotform Tables and Jotform Report Builder). This step also makes your data easy to share in a presentation.

Finally, if your evaluation form includes qualitative feedback, identify key insights and trends in sentiment that represent the responses at a high level.

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Developing a Beginner’s Guide to Writing a Clinical Case Report: A Pilot Evaluation by Junior Doctors

Samson o oyibo.

1 Diabetes and Endocrinology, Peterborough City Hospital, Peterborough, GBR


Writing a case report increases one’s knowledge about a particular disease condition, demonstrates intellectual curiosity and commitment to scientific inquiry and the ability to follow through on scholarly projects. Despite several articles and journal-specific instructions published concerning case report writing, none have been evaluated by their intended audience. The aim of this study was to get junior doctors to evaluate an online presentation as part of the process of developing a beginner’s guide to writing a clinical case report.

Materials and methods

In response to our previous studies an online presentation concerning how to write a clinical case report was provided for junior doctors. Junior doctors were invited by email to look at the online presentation and complete an online evaluation form thereafter. The questions were adapted from the Evaluation Form for Teaching and Presentations provided by the Joint Royal Colleges of Physicians Training Board. Data was analysed both quantitatively and qualitatively.

Sixty-five doctors looked at the presentation and completed the online evaluation form. All agreed that the objectives of the presentation were identified and met. Sixty-four (98.5%) agreed that it was effective and clear. Sixty percent indicated that they found the information and instructions useful. An additional 13.85% found the whole presentation useful without specifying any aspect. Eight percent found the summary slide useful, 4.62% found the case selection criteria slide to be useful and 4.62% found the permission and patient consenting slide useful. Twenty percent would like the inclusion of examples of good abstracts and case reports, 13.85% would like more teaching sessions, and 13.85% would like improvements to the slide-presentation format. Overall, 64 junior doctors (98.46%) remarked that the presentation was good, very good or excellent.


This study has demonstrated the importance of evaluation of teaching material by junior doctors while developing a beginner’s guide to writing a clinical case report. Once the above action points and limitations have been taken into account, further repeat evaluations by junior doctors need to be undertaken while developing a robust beginner’s guide to writing a clinical case report.

Having an article published in a peer-reviewed medical journal is important for career progression in several medical specialties. Although enhancement of their curriculum vitae has been cited as a motivation to getting published, a keen interest in the subject is a more important reason stated by doctors [ 1 ]. Writing up a case report increases one’s knowledge about a particular disease condition, demonstrates intellectual curiosity and commitment to scientific inquiry and the ability to follow through on scholarly projects [ 2 ].

In a previous study, we demonstrated that junior doctors feel that medical article publishing is an effective teaching method but little was done to help them bridge the gap between getting an interesting case and getting published [ 3 ]. In a follow-up study, we highlighted the importance of establishing a medical article publishing club for junior doctors based on action points from the previous study. Junior doctors said that the medical article publishing club contributed to learning, education and publishing skills [ 4 ].

In response to action points from the above-mentioned studies an online PowerPoint presentation was provided for junior doctors on “a guide to writing a clinical case report”. The main objective of this study was to obtain junior doctors’ evaluation of the online presentation, with the ultimate aim of making improvements and developing a robust and user-friendly guide to writing clinical case reports.

The online presentation

As an action point to a previous study an online PowerPoint presentation of “a guide to writing a clinical case report” was made for junior doctors to aid them in writing clinical case reports. This consisted of 18 PowerPoint slides starting from the title slide to the bibliography slide. This presentation was made available on our institution’s educational website for all junior doctors to use. The PowerPoint presentation is shown in Figure ​ Figure1 1 .

An external file that holds a picture, illustration, etc.
Object name is cureus-0011-00000006370-i01.jpg

Study participants

Junior doctors in our healthcare institution were invited by email to look at the online PowerPoint presentation and complete an online evaluation form thereafter. There was also the facility to download the presentation. Invited doctors were given four weeks to respond while a reminder invitation email was sent every week for the same four-week period.

Study design

As part of the email, a web-based evaluation form was administered to junior doctors so that they could evaluate the online PowerPoint presentation after going through it. The evaluation form distribution and data collection were carried out over a four-week period. Ethics approval was sought through the Research & Development department of our institute. This study did not require ethical approval on the account of it being registered with our Quality, Governance and Compliance Department as a Quality of Education Improvement Project. Participants were assured of strict anonymity and confidentiality during this study.

Evaluation questionnaire

The evaluation questionnaire was prepared online using SurveyMonkey [ 5 ]. The questions were adapted from the Evaluation Form for Teaching and Presentations provided by the Joint Royal Colleges of Physicians Training Board [ 6 ]. The questionnaire contained six questions: (1) were the objectives of the online presentation identified, (2) were the objectives met, (3) was the delivery of the presentation effective and clear, (4) what aspects of the presentation was useful, (5) any suggestions for improvement, and (6) overall, what is your evaluation of the online presentation. Questions 1-3 required a “yes” or “no” answer. Questions 4-5 were open-ended questions requiring input into a comment box. Question 6 required an answer from “very bad”, “poor”, “fair”, “good”, “very good” or “excellent”. A web-link to the questionnaire was sent via email to participants.

Data analysis

The responses to questions 1, 2, 3, and 6 were analyzed and presented as whole numbers (and percentages). The answers to questions 4 and 5 were transcribed verbatim and analyzed qualitatively by the process of thematic analysis [ 7 , 8 ]. The data was reviewed for initial codes, subthemes and subsequently developed themes related to what was found useful and suggestions for improvement. The raw data, subthemes and themes were continuously reflected upon to ensure credibility and trustworthiness of this survey [ 9 ].

There were 65 respondents to the invitation emails. Therefore, 65 junior doctors looked at the presentation and completed the online evaluation form.

Objectives, clearness and effectiveness

All 65 respondents (100%) agreed that the objectives of the presentation were identified. All 65 respondents (100%) agreed that the objectives of the presentation were met. Sixty-four respondents (98.5%) agreed that the presentation was effective and clear. This is shown in Table ​ Table1 1 .

Useful aspects and suggestions for improvement

The answers to questions 4 and 5 were analysed thematically. The raw data (answers to both questions along with the thematic analysis) used to support the findings of this study has been deposited in the Harvard Dataverse and is freely accessible [ 10 ]. The main themes derived from the analysis are presented here.

Question 4 - What Aspect of the Presentation Was Useful?

All respondents answered question 4, and several major themes emerged from the thematic analysis. Thirty-nine respondents (60%) indicated that they found the information and instructions provided in the presentation useful (e.g., they highlighted the stepwise approach, breakdown, clear, concise and systematic structure of the information provided). Nine respondents (13.85%) indicated they found the whole presentation useful without specifying any aspect. Five respondents (7.69%) indicated that they found the summary slide useful. Three respondents (4.62%) indicated that they found the case selection criteria slide to be useful. A similar number of respondents (4.62%) indicated that they found the permission and patient consenting slide useful. One respondent particularly found the abstract slide useful. Two respondents indicated that the subject/topic was useful. Two respondents made an abbreviated text comments which could not be deciphered while one respondent indicated that the presentation was “a bit vague”.

Question 5 - Any Suggestions for Improvement?

Sixty-two respondents answered question 5, and several major themes emerged from the thematic analysis. Thirteen respondents (20%) indicated that they would like the inclusion of examples of good abstracts and case reports. Nine respondents (13.85%) indicated that they would like more presentations and teaching sessions (e.g., workshop sessions, online sessions and circulation of the presentation to more junior doctors and medical students). Nine respondents (13.85%) indicated that the slide-presentation format could be improved (e.g., add more colour, make the slides more interactive, less crowded, less rushed, shorter presentation). Thirty respondents (46.15%) indicated “nil” or “none” in response to the question “any suggestions for improvement”. Two respondents just gave praises (e.g., good job, well done), one respondent made an abbreviated text comment which could not be deciphered, and another left that question blank.

Overall evaluation of the presentation

Sixty-four respondents (98.46%) remarked that the presentation was good, very good or excellent. One respondent remarked that the presentation was poor. This is shown in Table ​ Table2 2 .

Formal training and adequate mentorship are key ingredients required to help junior doctors with writing and presenting case reports. The importance of lack of these factors has been highlighted in a previous study looking at the perceptions of fourth-year medical students on writing case reports [ 11 ]. In this study, medical students indicated that lack of formal training and lack of mentorship were significant barriers to writing and presenting cases. There are several journal-specific guides and instructions on how to write clinical case reports but despite this, junior doctors still find it difficult to write up a case report. This fact emphasizes the importance of mentorship and training, which could be provided by a curriculum-based medical article publishing club or forum, which should include an easy-to-follow guide to writing case reports for junior doctors. While developing such a guide it is important that there is continuous evaluation by the junior doctors. Evaluation should be a continuous and periodic process, as it helps teachers and learners to improve the teacher-learner process.

There are several articles and journal-specific instructions published concerning writing clinical case reports but there is scarcity of reports of evaluation of these published guides and instructions by their intended audience. A guide to writing case reports directed at junior doctors in a user-friendly format and evaluated by junior doctors may go a long way in helping junior doctors write up clinical case reports. Such a guide can be included in the junior doctors’ teaching curriculum alongside an adequate mentorship program.

Action points from this pilot study

This study has demonstrated the importance of evaluation of teaching material by the intended learners, the junior doctors in this case. Junior doctors found the PowerPoint presentation about a “guide to writing a clinical case report” useful. In particular: the layout of the instructions, the information about permission and patient consenting, the information about case selection criteria, and the summary slide at the end of the presentation. The junior doctors also suggested ways of improving the presentation, namely, inclusion of examples and illustrations of good abstracts and case reports, adding colour to the presentation and making it more interactive and providing more teaching sessions and presentations on the topic of writing clinical case reports. These factors will be taken into account while making the improvements to this guide.


This study has some limitations that should be acknowledged. First, this study assumes that everyone who looked at the presentation went on to complete the evaluation form. We have no way of knowing how many junior doctors looked at the presentation without going on to complete the online evaluation form. There are various forms of page-view/download counters that can be used to access this data when arranging future studies. Second, the results of this pilot study may not be generalizable as the sample size (respondents) makes up 25% of the total junior doctor population in just one healthcare institution. However, this was a pilot study. Third, the invited population of doctors are employees within the same healthcare establishment as the organiser of the study. Therefore, any non-responder or responder bias based on this cannot be ruled out. A sample size including junior doctors from different healthcare institutions would limit this bias.

This study has demonstrated the importance of evaluation of teaching material by junior doctors while developing a beginner’s guide to writing a clinical case report. Once the above action points and limitations have been taken into account and improvements made, further repeat evaluations by junior doctors will need to be undertaken while developing a robust beginner’s guide to writing a clinical case report.


The author would like to thank all the junior doctors who participated in this evaluation study.

The content published in Cureus is the result of clinical experience and/or research by independent individuals or organizations. Cureus is not responsible for the scientific accuracy or reliability of data or conclusions published herein. All content published within Cureus is intended only for educational, research and reference purposes. Additionally, articles published within Cureus should not be deemed a suitable substitute for the advice of a qualified health care professional. Do not disregard or avoid professional medical advice due to content published within Cureus.

The authors have declared that no competing interests exist.

Human Ethics

Consent was obtained by all participants in this study. Not applicable issued approval Not applicable. This study did not require ethical approval on the account of it being registered with our Quality, Governance and Compliance Department as a Quality of Education Improvement Project. Participants were assured of strict anonymity and confidentiality during this study.

Animal Ethics

Animal subjects: All authors have confirmed that this study did not involve animal subjects or tissue.

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How to present patient cases

  • Related content
  • Peer review
  • Mary Ni Lochlainn , foundation year 2 doctor 1 ,
  • Ibrahim Balogun , healthcare of older people/stroke medicine consultant 1
  • 1 East Kent Foundation Trust, UK

A guide on how to structure a case presentation

This article contains...

-History of presenting problem

-Medical and surgical history

-Drugs, including allergies to drugs

-Family history

-Social history

-Review of systems

-Findings on examination, including vital signs and observations

-Differential diagnosis/impression



Presenting patient cases is a key part of everyday clinical practice. A well delivered presentation has the potential to facilitate patient care and improve efficiency on ward rounds, as well as a means of teaching and assessing clinical competence. 1

The purpose of a case presentation is to communicate your diagnostic reasoning to the listener, so that he or she has a clear picture of the patient’s condition and further management can be planned accordingly. 2 To give a high quality presentation you need to take a thorough history. Consultants make decisions about patient care based on information presented to them by junior members of the team, so the importance of accurately presenting your patient cannot be overemphasised.

As a medical student, you are likely to be asked to present in numerous settings. A formal case presentation may take place at a teaching session or even at a conference or scientific meeting. These presentations are usually thorough and have an accompanying PowerPoint presentation or poster. More often, case presentations take place on the wards or over the phone and tend to be brief, using only memory or short, handwritten notes as an aid.

Everyone has their own presenting style, and the context of the presentation will determine how much detail you need to put in. You should anticipate what information your senior colleagues will need to know about the patient’s history and the care he or she has received since admission, to enable them to make further management decisions. In this article, I use a fictitious case to show how you can structure case presentations, which can be adapted to different clinical and teaching settings (box 1).

Box 1: Structure for presenting patient cases

Presenting problem, history of presenting problem, medical and surgical history.

Drugs, including allergies to drugs

Family history

Social history, review of systems.

Findings on examination, including vital signs and observations

Differential diagnosis/impression


Case: tom murphy.

You should start with a sentence that includes the patient’s name, sex (Mr/Ms), age, and presenting symptoms. In your presentation, you may want to include the patient’s main diagnosis if known—for example, “admitted with shortness of breath on a background of COPD [chronic obstructive pulmonary disease].” You should include any additional information that might give the presentation of symptoms further context, such as the patient’s profession, ethnic origin, recent travel, or chronic conditions.

“ Mr Tom Murphy is a 56 year old ex-smoker admitted with sudden onset central crushing chest pain that radiated down his left arm.”

In this section you should expand on the presenting problem. Use the SOCRATES mnemonic to help describe the pain (see box 2). If the patient has multiple problems, describe each in turn, covering one system at a time.

Box 2: SOCRATES—mnemonic for pain


Time course

Exacerbating/relieving factors

“ The pain started suddenly at 1 pm, when Mr Murphy was at his desk. The pain was dull in nature, and radiated down his left arm. He experienced shortness of breath and felt sweaty and clammy. His colleague phoned an ambulance. He rated the pain 9/10 in severity. In the ambulance he was given GTN [glyceryl trinitrate] spray under the tongue, which relieved the pain to 5/10. The pain lasted 30 minutes in total. No exacerbating factors were noted. Of note: Mr Murphy is an ex-smoker with a 20 pack year history”

Some patients have multiple comorbidities, and the most life threatening conditions should be mentioned first. They can also be categorised by organ system—for example, “has a long history of cardiovascular disease, having had a stroke, two TIAs [transient ischaemic attacks], and previous ACS [acute coronary syndrome].” For some conditions it can be worth stating whether a general practitioner or a specialist manages it, as this gives an indication of its severity.

In a surgical case, colleagues will be interested in exercise tolerance and any comorbidity that could affect the patient’s fitness for surgery and anaesthesia. If the patient has had any previous surgical procedures, mention whether there were any complications or reactions to anaesthesia.

“Mr Murphy has a history of type 2 diabetes, well controlled on metformin. He also has hypertension, managed with ramipril, and gout. Of note: he has no history of ischaemic heart disease (relevant negative) (see box 3).”

Box 3: Relevant negatives

Mention any relevant negatives that will help narrow down the differential diagnosis or could be important in the management of the patient, 3 such as any risk factors you know for the condition and any associations that you are aware of. For example, if the differential diagnosis includes a condition that you know can be hereditary, a relevant negative could be the lack of a family history. If the differential diagnosis includes cardiovascular disease, mention the cardiovascular risk factors such as body mass index, smoking, and high cholesterol.

Highlight any recent changes to the patient’s drugs because these could be a factor in the presenting problem. Mention any allergies to drugs or the patient’s non-compliance to a previously prescribed drug regimen.

To link the medical history and the drugs you might comment on them together, either here or in the medical history. “Mrs Walsh’s drugs include regular azathioprine for her rheumatoid arthritis.”Or, “His regular drugs are ramipril 5 mg once a day, metformin 1g three times a day, and allopurinol 200 mg once a day. He has no known drug allergies.”

If the family history is unrelated to the presenting problem, it is sufficient to say “no relevant family history noted.” For hereditary conditions more detail is needed.

“ Mr Murphy’s father experienced a fatal myocardial infarction aged 50.”

Social history should include the patient’s occupation; their smoking, alcohol, and illicit drug status; who they live with; their relationship status; and their sexual history, baseline mobility, and travel history. In an older patient, more detail is usually required, including whether or not they have carers, how often the carers help, and if they need to use walking aids.

“He works as an accountant and is an ex-smoker since five years ago with a 20 pack year history. He drinks about 14 units of alcohol a week. He denies any illicit drug use. He lives with his wife in a two storey house and is independent in all activities of daily living.”

Do not dwell on this section. If something comes up that is relevant to the presenting problem, it should be mentioned in the history of the presenting problem rather than here.

“Systems review showed long standing occasional lower back pain, responsive to paracetamol.”

Findings on examination

Initially, it can be useful to practise presenting the full examination to make sure you don’t leave anything out, but it is rare that you would need to present all the normal findings. Instead, focus on the most important main findings and any abnormalities.

“On examination the patient was comfortable at rest, heart sounds one and two were heard with no additional murmurs, heaves, or thrills. Jugular venous pressure was not raised. No peripheral oedema was noted and calves were soft and non-tender. Chest was clear on auscultation. Abdomen was soft and non-tender and normal bowel sounds were heard. GCS [Glasgow coma scale] was 15, pupils were equal and reactive to light [PEARL], cranial nerves 1-12 were intact, and he was moving all four limbs. Observations showed an early warning score of 1 for a tachycardia of 105 beats/ min. Blood pressure was 150/90 mm Hg, respiratory rate 18 breaths/min, saturations were 98% on room air, and he was apyrexial with a temperature of 36.8 ºC.”

Differential diagnoses

Mentioning one or two of the most likely diagnoses is sufficient. A useful phrase you can use is, “I would like to rule out,” especially when you suspect a more serious cause is in the differential diagnosis. “History and examination were in keeping with diverticular disease; however, I would like to rule out colorectal cancer in this patient.”

Remember common things are common, so try not to mention rare conditions first. Sometimes it is acceptable to report investigations you would do first, and then base your differential diagnosis on what the history and investigation findings tell you.

“My impression is acute coronary syndrome. The differential diagnosis includes other cardiovascular causes such as acute pericarditis, myocarditis, aortic stenosis, aortic dissection, and pulmonary embolism. Possible respiratory causes include pneumonia or pneumothorax. Gastrointestinal causes include oesophageal spasm, oesophagitis, gastro-oesophageal reflux disease, gastritis, cholecystitis, and acute pancreatitis. I would also consider a musculoskeletal cause for the pain.”

This section can include a summary of the investigations already performed and further investigations that you would like to request. “On the basis of these differentials, I would like to carry out the following investigations: 12 lead electrocardiography and blood tests, including full blood count, urea and electrolytes, clotting screen, troponin levels, lipid profile, and glycated haemoglobin levels. I would also book a chest radiograph and check the patient’s point of care blood glucose level.”

You should consider recommending investigations in a structured way, prioritising them by how long they take to perform and how easy it is to get them done and how long it takes for the results to come back. Put the quickest and easiest first: so bedside tests, electrocardiography, followed by blood tests, plain radiology, then special tests. You should always be able to explain why you would like to request a test. Mention the patient’s baseline test values if they are available, especially if the patient has a chronic condition—for example, give the patient’s creatinine levels if he or she has chronic kidney disease This shows the change over time and indicates the severity of the patient’s current condition.

“To further investigate these differentials, 12 lead electrocardiography was carried out, which showed ST segment depression in the anterior leads. Results of laboratory tests showed an initial troponin level of 85 µg/L, which increased to 1250 µg/L when repeated at six hours. Blood test results showed raised total cholesterol at 7.6 mmol /L and nil else. A chest radiograph showed clear lung fields. Blood glucose level was 6.3 mmol/L; a glycated haemoglobin test result is pending.”

Dependent on the case, you may need to describe the management plan so far or what further management you would recommend.“My management plan for this patient includes ACS [acute coronary syndrome] protocol, echocardiography, cardiology review, and treatment with high dose statins. If you are unsure what the management should be, you should say that you would discuss further with senior colleagues and the patient. At this point, check to see if there is a treatment escalation plan or a “do not attempt to resuscitate” order in place.

“Mr Murphy was given ACS protocol in the emergency department. An echocardiogram has been requested and he has been discussed with cardiology, who are going to come and see him. He has also been started on atorvastatin 80 mg nightly. Mr Murphy and his family are happy with this plan.”

The summary can be a concise recap of what you have presented beforehand or it can sometimes form a standalone presentation. Pick out salient points, such as positive findings—but also draw conclusions from what you highlight. Finish with a brief synopsis of the current situation (“currently pain free”) and next step (“awaiting cardiology review”). Do not trail off at the end, and state the diagnosis if you are confident you know what it is. If you are not sure what the diagnosis is then communicate this uncertainty and do not pretend to be more confident than you are. When possible, you should include the patient’s thoughts about the diagnosis, how they are feeling generally, and if they are happy with the management plan.

“In summary, Mr Murphy is a 56 year old man admitted with central crushing chest pain, radiating down his left arm, of 30 minutes’ duration. His cardiac risk factors include 20 pack year smoking history, positive family history, type 2 diabetes, and hypertension. Examination was normal other than tachycardia. However, 12 lead electrocardiography showed ST segment depression in the anterior leads and troponin rise from 85 to 250 µg/L. Acute coronary syndrome protocol was initiated and a diagnosis of NSTEMI [non-ST elevation myocardial infarction] was made. Mr Murphy is currently pain free and awaiting cardiology review.”

Originally published as: Student BMJ 2017;25:i4406

Competing interests: None declared.

Provenance and peer review: Not commissioned; externally peer reviewed

  • ↵ Green EH, Durning SJ, DeCherrie L, Fagan MJ, Sharpe B, Hershman W. Expectations for oral case presentations for clinical clerks: opinions of internal medicine clerkship directors. J Gen Intern Med 2009 ; 24 : 370 - 3 . doi:10.1007/s11606-008-0900-x   pmid:19139965 . OpenUrl CrossRef PubMed Web of Science
  • ↵ Olaitan A, Okunade O, Corne J. How to present clinical cases. Student BMJ 2010;18:c1539.
  • ↵ Gaillard F. The secret art of relevant negatives, Radiopedia 2016; http://radiopaedia.org/blog/the-secret-art-of-relevant-negatives .

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