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Case Study: How to Write and Present It

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post!
What is a Case Study?
Let’s start with this great case study definition by the University of South Caroline:
In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.
In simpler terms — a case study is an investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.
A standard business case study provides insights into:
- General business/market conditions
- The main problem faced
- Methods applied
- The outcomes gained using a specific tool or approach
Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm.
But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips!

Why Case Studies are a Popular Marketing Technique
Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.
A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist).
For the above purpose, case studies work like a charm. Per the same report:
- For 9% of marketers, case studies are also the best method for nurturing leads.
- 23% admit that case studies are beneficial for improving conversions.
Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credits.
Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject.

Popular Case Study Format Types
Most case studies come either as a slide deck or as a downloadable PDF document.
Typically, you have several options to distribute your case study for maximum reach:
- Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc.
- Dedicated website page — highlighting case study examples on your website is a great way to convert middle on the funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

- Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell.
- Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.
How to Write a Case Study: a 4-Step Framework
Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data.
But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it.

1. Identify the Problem
Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.
Be sure to mention:
- What’s the purpose of the case study? What will the audience learn?
- Set the scene. Explain the before, aka the problems someone was facing.
- Advertise the main issues and findings without highlighting specific details.
The above information should nicely fit in several paragraphs or 2-3 case study template slides
2. Explain the Solution
The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at lengths about how the subject went from before to the glorious after.
Here are some writing prompts to help you articulate this better:
- State the subject’s main objective and goals. What outcomes were they after?
- Explain the main solution(s) provided. What was done? Why this, but not that?
- Mention if they tried any alternatives. Why did those work? Why were you better?
This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.
3. Collect Testimonials
Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution work. These provide extra social proof and credibility to all the claims you are making.
So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain the quantifiable result.
4. Package The Information in a Slide Deck
Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information.
As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.
For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.
Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides.

How to Do a Case Study Presentation: 3 Proven Tips
Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques.
Focus on Telling a Great Story
A case study is a story of overcoming a challenge, achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed.
The premises of your story can be as simple as:
- Help with overcoming a hurdle
- Gaining major impact
- Reaching a new milestone
- Solving a persisting issue no one else code
Based on the above, create a clear story arc. Show where your hero started. Then explain what type of a journey they went through. Inject some emotions in the mix to make your narrative more relatable and memorable.
Experiment with Copywriting Formulas
Copywriting is the art and science of organizing words into compelling and persuasive combinations which help readers retain the right ideas.
To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:
- AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more.
- PADS — short for P roblem, A gitation, D iscredit, S olution. This is more of a salesy approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option.
- 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes.
Take an Emotion-Inducing Perspectives
The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through.
One of the ways to build this connection is speaking from an emotion-inducing perspective. This is best illustrated with an example:
- A business owner went to the bank
- A business owner came into a bank branch
In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches.

Final Tip: Use Compelling Presentation Visuals
Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as:
- A product demo/preview
- Processes chart
- Call-out quotes or numbers
- Custom illustrations or graphics
- Customer or team headshots
Use icons to minimize the volume of texts. Also, opt for readable fonts which can look good in a smaller size too.
Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-moment refinements!
1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.
Use This Template
2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

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Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business
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- 15.7 Evaluation: Presentation and Analysis of Case Study
- 1 Unit Introduction
- Introduction
- 1.1 "Reading" to Understand and Respond
- 1.2 Social Media Trailblazer: Selena Gomez
- 1.3 Glance at Critical Response: Rhetoric and Critical Thinking
- 1.4 Annotated Student Sample: Social Media Post and Responses on Voter Suppression
- 1.5 Writing Process: Thinking Critically About a “Text”
- 1.6 Evaluation: Intention vs. Execution
- 1.7 Spotlight on … Academia
- 1.8 Portfolio: Tracing Writing Development
- Further Reading
- Works Cited
- 2.1 Seeds of Self
- 2.2 Identity Trailblazer: Cathy Park Hong
- 2.3 Glance at the Issues: Oppression and Reclamation
- 2.4 Annotated Sample Reading from The Souls of Black Folk by W. E. B. Du Bois
- 2.5 Writing Process: Thinking Critically about How Identity Is Constructed Through Writing
- 2.6 Evaluation: Antiracism and Inclusivity
- 2.7 Spotlight on … Variations of English
- 2.8 Portfolio: Decolonizing Self
- 3.1 Identity and Expression
- 3.2 Literacy Narrative Trailblazer: Tara Westover
- 3.3 Glance at Genre: The Literacy Narrative
- 3.4 Annotated Sample Reading: from Narrative of the Life of Frederick Douglass by Frederick Douglass
- 3.5 Writing Process: Tracing the Beginnings of Literacy
- 3.6 Editing Focus: Sentence Structure
- 3.7 Evaluation: Self-Evaluating
- 3.8 Spotlight on … The Digital Archive of Literacy Narratives (DALN)
- 3.9 Portfolio: A Literacy Artifact
- Works Consulted
- 2 Unit Introduction
- 4.1 Exploring the Past to Understand the Present
- 4.2 Memoir Trailblazer: Ta-Nehisi Coates
- 4.3 Glance at Genre: Conflict, Detail, and Revelation
- 4.4 Annotated Sample Reading: from Life on the Mississippi by Mark Twain
- 4.5 Writing Process: Making the Personal Public
- 4.6 Editing Focus: More on Characterization and Point of View
- 4.7 Evaluation: Structure and Organization
- 4.8 Spotlight on … Multilingual Writers
- 4.9 Portfolio: Filtered Memories
- 5.1 Profiles as Inspiration
- 5.2 Profile Trailblazer: Veronica Chambers
- 5.3 Glance at Genre: Subject, Angle, Background, and Description
- 5.4 Annotated Sample Reading: “Remembering John Lewis” by Carla D. Hayden
- 5.5 Writing Process: Focusing on the Angle of Your Subject
- 5.6 Editing Focus: Verb Tense Consistency
- 5.7 Evaluation: Text as Personal Introduction
- 5.8 Spotlight on … Profiling a Cultural Artifact
- 5.9 Portfolio: Subject as a Reflection of Self
- 6.1 Proposing Change: Thinking Critically About Problems and Solutions
- 6.2 Proposal Trailblazer: Atul Gawande
- 6.3 Glance at Genre: Features of Proposals
- 6.4 Annotated Student Sample: “Slowing Climate Change” by Shawn Krukowski
- 6.5 Writing Process: Creating a Proposal
- 6.6 Editing Focus: Subject-Verb Agreement
- 6.7 Evaluation: Conventions, Clarity, and Coherence
- 6.8 Spotlight on … Technical Writing as a Career
- 6.9 Portfolio: Reflecting on Problems and Solutions
- 7.1 Thumbs Up or Down?
- 7.2 Review Trailblazer: Michiko Kakutani
- 7.3 Glance at Genre: Criteria, Evidence, Evaluation
- 7.4 Annotated Student Sample: "Black Representation in Film" by Caelia Marshall
- 7.5 Writing Process: Thinking Critically About Entertainment
- 7.6 Editing Focus: Quotations
- 7.7 Evaluation: Effect on Audience
- 7.8 Spotlight on … Language and Culture
- 7.9 Portfolio: What the Arts Say About You
- 8.1 Information and Critical Thinking
- 8.2 Analytical Report Trailblazer: Barbara Ehrenreich
- 8.3 Glance at Genre: Informal and Formal Analytical Reports
- 8.4 Annotated Student Sample: "U.S. Response to COVID-19" by Trevor Garcia
- 8.5 Writing Process: Creating an Analytical Report
- 8.6 Editing Focus: Commas with Nonessential and Essential Information
- 8.7 Evaluation: Reviewing the Final Draft
- 8.8 Spotlight on … Discipline-Specific and Technical Language
- 8.9 Portfolio: Evidence and Objectivity
- 9.1 Breaking the Whole into Its Parts
- 9.2 Rhetorical Analysis Trailblazer: Jamil Smith
- 9.3 Glance at Genre: Rhetorical Strategies
- 9.4 Annotated Student Sample: “Rhetorical Analysis: Evicted by Matthew Desmond” by Eliana Evans
- 9.5 Writing Process: Thinking Critically about Rhetoric
- 9.6 Editing Focus: Mixed Sentence Constructions
- 9.7 Evaluation: Rhetorical Analysis
- 9.8 Spotlight on … Business and Law
- 9.9 Portfolio: How Thinking Critically about Rhetoric Affects Intellectual Growth
- 10.1 Making a Case: Defining a Position Argument
- 10.2 Position Argument Trailblazer: Charles Blow
- 10.3 Glance at Genre: Thesis, Reasoning, and Evidence
- 10.4 Annotated Sample Reading: "Remarks at the University of Michigan" by Lyndon B. Johnson
- 10.5 Writing Process: Creating a Position Argument
- 10.6 Editing Focus: Paragraphs and Transitions
- 10.7 Evaluation: Varied Appeals
- 10.8 Spotlight on … Citation
- 10.9 Portfolio: Growth in the Development of Argument
- 11.1 Developing Your Sense of Logic
- 11.2 Reasoning Trailblazer: Paul D. N. Hebert
- 11.3 Glance at Genre: Reasoning Strategies and Signal Words
- 11.4 Annotated Sample Reading: from Book VII of The Republic by Plato
- 11.5 Writing Process: Reasoning Supported by Evidence
- 12.1 Introducing Research and Research Evidence
- 12.2 Argumentative Research Trailblazer: Samin Nosrat
- 12.3 Glance at Genre: Introducing Research as Evidence
- 12.4 Annotated Student Sample: "Healthy Diets from Sustainable Sources Can Save the Earth" by Lily Tran
- 12.5 Writing Process: Integrating Research
- 12.6 Editing Focus: Integrating Sources and Quotations
- 12.7 Evaluation: Effectiveness of Research Paper
- 12.8 Spotlight on … Bias in Language and Research
- 12.9 Portfolio: Why Facts Matter in Research Argumentation
- 13.1 The Research Process: Where to Look for Existing Sources
- 13.2 The Research Process: How to Create Sources
- 13.3 Glance at the Research Process: Key Skills
- 13.4 Annotated Student Sample: Research Log
- 13.5 Research Process: Making Notes, Synthesizing Information, and Keeping a Research Log
- 13.6 Spotlight on … Ethical Research
- 14.1 Compiling Sources for an Annotated Bibliography
- 14.2 Glance at Form: Citation Style, Purpose, and Formatting
- 14.3 Annotated Student Sample: “Healthy Diets from Sustainable Sources Can Save the Earth” by Lily Tran
- 14.4 Writing Process: Informing and Analyzing
- 15.1 Tracing a Broad Issue in the Individual
- 15.2 Case Study Trailblazer: Vilayanur S. Ramachandran
- 15.3 Glance at Genre: Observation, Description, and Analysis
- 15.4 Annotated Sample Reading: Case Study on Louis Victor "Tan" Leborgne
- 15.5 Writing Process: Thinking Critically About How People and Language Interact
- 15.6 Editing Focus: Words Often Confused
- 15.8 Spotlight on … Applied Linguistics
- 15.9 Portfolio: Your Own Uses of Language
- 3 Unit Introduction
- 16.1 An Author’s Choices: What Text Says and How It Says It
- 16.2 Textual Analysis Trailblazer: bell hooks
- 16.3 Glance at Genre: Print or Textual Analysis
- 16.4 Annotated Student Sample: "Artists at Work" by Gwyn Garrison
- 16.5 Writing Process: Thinking Critically About Text
- 16.6 Editing Focus: Literary Works Live in the Present
- 16.7 Evaluation: Self-Directed Assessment
- 16.8 Spotlight on … Humanities
- 16.9 Portfolio: The Academic and the Personal
- 17.1 “Reading” Images
- 17.2 Image Trailblazer: Sara Ludy
- 17.3 Glance at Genre: Relationship Between Image and Rhetoric
- 17.4 Annotated Student Sample: “Hints of the Homoerotic” by Leo Davis
- 17.5 Writing Process: Thinking Critically and Writing Persuasively About Images
- 17.6 Editing Focus: Descriptive Diction
- 17.7 Evaluation: Relationship Between Analysis and Image
- 17.8 Spotlight on … Video and Film
- 17.9 Portfolio: Interplay Between Text and Image
- 18.1 Mixing Genres and Modes
- 18.2 Multimodal Trailblazer: Torika Bolatagici
- 18.3 Glance at Genre: Genre, Audience, Purpose, Organization
- 18.4 Annotated Sample Reading: “Celebrating a Win-Win” by Alexandra Dapolito Dunn
- 18.5 Writing Process: Create a Multimodal Advocacy Project
- 18.6 Evaluation: Transitions
- 18.7 Spotlight on . . . Technology
- 18.8 Portfolio: Multimodalism
- 19.1 Writing, Speaking, and Activism
- 19.2 Podcast Trailblazer: Alice Wong
- 19.3 Glance at Genre: Language Performance and Visuals
- 19.4 Annotated Student Sample: “Are New DOT Regulations Discriminatory?” by Zain A. Kumar
- 19.5 Writing Process: Writing to Speak
- 19.6 Evaluation: Bridging Writing and Speaking
- 19.7 Spotlight on … Delivery/Public Speaking
- 19.8 Portfolio: Everyday Rhetoric, Rhetoric Every Day
- 20.1 Thinking Critically about Your Semester
- 20.2 Reflection Trailblazer: Sandra Cisneros
- 20.3 Glance at Genre: Purpose and Structure
- 20.4 Annotated Sample Reading: “Don’t Expect Congrats” by Dale Trumbore
- 20.5 Writing Process: Looking Back, Looking Forward
- 20.6 Editing Focus: Pronouns
- 20.7 Evaluation: Evaluating Self-Reflection
- 20.8 Spotlight on … Pronouns in Context
Learning Outcomes
By the end of this section, you will be able to:
- Revise writing to follow the genre conventions of case studies.
- Evaluate the effectiveness and quality of a case study report.
Case studies follow a structure of background and context , methods , findings , and analysis . Body paragraphs should have main points and concrete details. In addition, case studies are written in formal language with precise wording and with a specific purpose and audience (generally other professionals in the field) in mind. Case studies also adhere to the conventions of the discipline’s formatting guide ( APA Documentation and Format in this study). Compare your case study with the following rubric as a final check.
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Want to cite, share, or modify this book? This book uses the Creative Commons Attribution License and you must attribute OpenStax.
Access for free at https://openstax.org/books/writing-guide/pages/1-unit-introduction
- Authors: Michelle Bachelor Robinson, Maria Jerskey, featuring Toby Fulwiler
- Publisher/website: OpenStax
- Book title: Writing Guide with Handbook
- Publication date: Dec 21, 2021
- Location: Houston, Texas
- Book URL: https://openstax.org/books/writing-guide/pages/1-unit-introduction
- Section URL: https://openstax.org/books/writing-guide/pages/15-7-evaluation-presentation-and-analysis-of-case-study
© Jan 9, 2023 OpenStax. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution License . The OpenStax name, OpenStax logo, OpenStax book covers, OpenStax CNX name, and OpenStax CNX logo are not subject to the Creative Commons license and may not be reproduced without the prior and express written consent of Rice University.
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Case Study PowerPoint Templates and Slide Designs for Presentations
We present to you our productive library of case study PowerPoint templates to help you showcase your success stories, services, or product analysis that impress your clients. We provide professionally designed case study slides that lessen your efforts in conducting a case study. Our presentation templates in general offer you attractive designs, appealing color themes, and 100% customization. These business case study templates will help you create great case study ppts to showcase and analyze your products, customers, and market conditions. The different case study formats serve multiple business presentations, such as showing numerous product success stories, marketing success stories, long-term relationships with the clients, and much more. Find unique and creative case study PowerPoint examples and case study samples to create effective case study presentations. Download case study templates collection available in Google Slides as well. Also, browse through our ready-to-use free PowerPoint themes , they can help you to build impressive presentations in no time.
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What Is A Case Study?
A case study is a research technique used for an in-depth study or research that provides a better understanding of a topic. A business case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, necessary to convince the audience of your solution. Consider a case study as a way to highlight a strong explanation to a well-defined question regarding your business. For example: Why should the client give you the project? Or Why should your product be used by the client? etc.
Why Use Case Study Templates?
A case study is a significant marketing tool that helps tell the story of how your product or service helps a company achieve its goals. The task is to convince your customers about your company's capabilities, success stories, and previous experiences. And that requires an excellent case study presentation template. A well-structured business case analysis template can exponentially increase your chances of convincing your clients.
Case study PowerPoint templates outline a company's success or efficiency to deal with different customers and their demands. Whether it's a product or a service, a case study template is a useful approach to showcase your strengths and achievements.
Who Can Use A Case Study Template?
Case study template design is widely used for several types of presentations by a number of business professionals, entrepreneurs, organizations, companies, etc. Business case study templates can be used to:
- Promote your products and services
- Cover short-term and long-term goals of a company
- Gather positive feedback from their existing customers
- Emotionally persuade your target audience
What Are The Features Of A Good Case Study Template?
A good case study analysis template should:
- Highlight key points or your strongest argument in every section to present your in-depth research on the topic
- Use icons and data that back up your arguments and make your presentation appealing to the audience
- Design scientifically to make your presentation impactful and raises your chances of success
- Show a visual hierarchy that creates a contrast between the key facts, significant information, and background data
- Use a professional color scheme that does not distract the audience from the key content
- Use engaging visuals that keep the audience interested and encourage two-way communication
What Is The Purpose Of A Case Study Presentation?
The case study is one of the significant marketing tools that help you tell the story of how your product or service helps your clients achieve their goals. The purpose is to convince your customers about your company's potential, success stories, and previous experiences. And that requires an excellent case study format. A well-structured case study slide design can exponentially increase your chances of convincing your clients.
What Background Is Best For A Case Study PowerPoint Presentation?
The background matters in a PowerPoint presentation, use the principles of visual hierarchy and create a contrast between the content and background, to draw attention to the right material on the page. Use color schemes that suit your case study topic, Using the monochromatic theme, which is a classic professional color scheme, will be a safe bet. Typically, use relevant images or clear background to highlight the case study details.
What Is The Structure Of A Case Study PowerPoint Template?
The objective of the case study PowerPoint template is to highlight the company's offerings and success with the clients and customers. Keeping that in mind, the case study template should have the following sections:
Problems: This section of your case study template details of the problems of clients you have solved. This is to showcase your experience and area of expertise.
Solutions: This section of the case study showcases the solutions and approaches that you have provided to your existing clients and resulted in success.
Results: This part is an important one, here you showcase positive results your clients got by your solutions and approaches. Showing some specific and detailed examples such as market share, profit margin, etc.
How Long Should A Case Study PPT Template Be?
A case study ppt template is typically one page and in a few cases where you need to show your product or service offerings in detail, it could be an entire presentation. Usually, case studies are appended to the business proposal or sales presentations.
What Is The Main Advantage Of A Case Study?
A case study is your concise and well-reasoned argument that convinces the audience for whatever you are trying to convey to them whether it is your research or a business proposal. The main advantage of the case study is that it showcases your potential, success stories, and previous experiences. A well-structured case study can exponentially increase your chances of convincing your clients.
Where Can I Download Case Study PPT Templates?
SlideUpLift has a vast collection of premium and free Case Study PowerPoint Templates to help you showcase your success stories, services, or product analysis in your case study presentation that impresses your clients. We offer unique designs, appealing color themes, and 100% customization. These business case study templates will help you create effective case studies to showcase and analyze your products, customers, and market conditions. .
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CASE STUDY ANALYSIS
CASE STUDY ANALYSIS. Rational Thinking Approach to Case Study Analysis Means making full use of a person’s thinking ability in analysing a problem and arriving at a rational decision statement. Premises of Rational Thinking. Four Basic Patterns of Thinking:

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- problem statement
- happen problem analysis
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Presentation Transcript
CASE STUDY ANALYSIS Rational Thinking Approach to Case StudyAnalysis Means making full use of a person’s thinking ability in analysing a problem and arriving at a rational decision statement.
Premises of Rational Thinking Four Basic Patterns of Thinking: Are reflected in these four basic questions: 1. WHAT’S GOING ON?-Situation Appraisal 2. WHY DID THIS HAPPEN?-Problem Analysis 3. WHICH COURSE OF ACTION SHOULD WE TAKE? –Decision Analysis 4. WHAT LIES AHEAD? –Potential Problem Analysis
Basic Patterns of Thinking…. 1. WHAT’S GOING ON? Demands Assessing and Clarifying. Separating a complex situation into its component. Assessing, clarifying, sorting out and imposing order on a confusing situation.
Why Did This Happen? • Indicates the need for “cause and effect” thinking.. • Enables observation of the effect of the problem and understanding its cause so that we can take appropriate action to correct the problem or lessen its adverse effects
Which Course of Action Should WeTake? • Implies that some choice of decisions must be made. • Enables a person to decide on the course of action most likely to solve the problem.
What Lies Ahead? • Looks into the future. • Assessing the probable or potential problem that might happen in the future and the possible consequences
Case Study Analysis Outline 1. Viewpoint 2. Time Context 3. Problem Statement 4. Statement of the Objective 5. Areas of Consideration (SWOT Analysis) 6. Assumptions 7. Alternative Courses of Actions (ACAs) 8. Analysis of ACA 9. Conclusion a. Decision Matrix b. Selection of Best ACA 10. Plan of Action 11. Implementation and Control
Case Analysis Outline… • VIEWPOINT • Refers to the person who is the decision maker or who can effectively recommends the solution to the case or problem under study. It can also refer to a consultant hired to recommend a solution to the problem.
Case Analysis Outline… • TIME CONTEXT • Delineates the take-off point of the analysis.
Problem Statement • Refers to the concise statement of the existing problem. • Should be objective and written in clear and simple terms. • We define the problem by a “Deviation Statement”.
Structure of a Problem • Deviation Statement • The deviation statement is the precise description of the “change” from the “should” to “actual” situation. • “ A probem well-defined is a problem half-solved.” • Develop a problem statement that actually and clearly describes the current situation you want to change.
Problem Statement Consider the following questions: 1. Is the problem stated objectively? 2. Is the problem limited in scope? 3. Does everyone involved have a common understanding of the problem?
Problem Statement… When developing problem statement: 1. Avoid including any “implied cause” in the problem statement. 2. Avoid including any “implied solution” in the problem statement. Example of Problem Statement: “The customer satisfaction index has declined from 89% to 81% in the last 12 months.”
Statement of the Objective Refers to the “desired state” or where you want to be or what you want to achieve after the problem has been resolved. Should satisfy the criteria of SMART: • S-pecific • M-easurable • A-ttainable • R-ealistic • T-Time-bound
Statement of the Objective Example of Statement of the Objective: • “The customer satisfaction Index should be at least 89% by the end of 2006” • It should be able to pass the “so what” test. Meaning is the problem worth solving and why? • “The problem is important to solve because the decline in the customer index will eventually lead to a loss in sales and market share”.
Areas of Consideration(SWOT ANALYSIS) • Refer to internal and external factors or environment mentioned in the case study and that can positively or negatively affect the resolution of the problem or case under study. • Factors for consideration is the SWOT criteria: • Internal Factors: -Strength -Weaknesses • External Factors: -Opportunities -Threats • From the SWOT analysis, you can identify factors that are the most likely root causes of the problem.
SWOT-STRENGTHS • Potential resource strengths and competitive opportunities (present & future): - A powerful strategy supported by good skill and expertise in key areas. - Ability to keep talent. -Proven skills in key areas. -A strong financial condition; ample financial resources. -Strong brand name/image/company reputation. -Efficient operations/economies of scale. -Proprietary technology/superior technological skills/ important patent cost advantage. -Strong advertising and promotions. -Product innovation skills and high product quality.
SWOT-WEAKNESSES • Potential resource weaknesses and competitive deficiencies (present & future): -No clear strategies. -Inability to keep talent. -Missing some skills or competencies/lack of management depth. -A weak balance sheet: burden with heavy debts. -Weak brand image/reputation. -Plagued with internal operating problems. -Falling behind in R & D. -Higher overall unit cost relative to key competitors. -Sub-par marketing skills relative to rivals. -Behind in product innovation and quality.
SWOT-OPPORTUNITIES • Potential Present and Future Opportunities: -New customer groups or expanding into new geographic markets or product segments. -Expanding product line to meet broader range of customers’ needs. -Falling trade barriers in attractive foreign markets. -Openings to take market share from rival firms. -Alliances or joint ventures to expand market coverage and competitive capability. -Acquisition of rival firms, customers, or suppliers. -Openings to explore emerging new technologies.
SWOT-THREATS • Potential external threats (Present & Future): -Likely entry of potent competitors through existing or new channels of distribution. -A shift in buyers’ needs and tastes away from the industry’s products. -Adverse demographic changes narrowing demands for products. -Loss of sales to substitute products or new channels of distribution. -Adverse shifts in foreign exchange rates and trade policies of foreign governments. -Slowdowns in market growth. -Growing bargaining power of customers or suppliers. -Takeover by another firm. -Unanticipated changes in the value of core technology. -Vulnerability to recession and business cycle.
ASSUMPTIONS (Optional) • Refers to factors that are not specifically mentioned in the case study but need to be stated to either limit or enhance the scope of the analysis.
ALTERNATIVE COURSES OFACTIONS (ACAs) • Refer to possible solutions to the defined problem. • Each ACA must be able to solve the problem and attain the objective. • Must be able to come up with at least two or three ACAs from which to choose the best solution/ACA.
ANALYSIS OF THE ACAs • Refers to the analysis of each ACA considering the factors stated in the areas of consideration (SWOT) and assumptions. • State the PROs and CONs of each ACA
CONCLUSION/SELECTION OF THE BEST ACA • DECISION MATRIX • Preparing a decision matrix will ensure that you reach the best solution/ACA for the problem. -Determine decision criteria that are appropriate for selecting the best ACA. -Define clearly the decision criteria. -Assign weights to the criteria to show how important they are relative to each other. (This can be done by assigning a number or percentage to each criterion so that all the criteria shall total to 100%).
Decision Matrix • Example of Decision Matrix: Decision Criteria Defined As Weight 1. Ease of Imple- How easy would mentation. It be to implement the solution/ACA 30% 2 Probability of How likely is it that Success. the ACA could be successfully imple- mented. 50% 3. Relative How much resistance Resistance might there be to imple- menting the ACA. 20% Total Weights 100%
Decision Matrix • Decision Criteria ACA 1 ACA 2 ACA 3 1. Ease of Imple- mentation- 30% 15% 10% 5% 2. Probability of Success- 50% 25% 15% 10% 3. Relative Resistance- 20% 10% 5% 5% Total 100% 50%** 30% 20% The best ACA is ACA # 1
ACTION PLAN Refers to the detailed plans to efficiently and effectively implement the selected ACA. The action plan shall indicate the: 1. WHAT activities to undertake? 2. WHO (persons/groups) will perform the specific activities? 3. WHEN (time frame) will be the start and completion of the activities? 4. HOW MUCH (cost/budget) is allotted to implement the activities of the action plan.
Action Plan Task/ Responsible Begin End Activities Person/Unit Date Date Costs 1.Design HRD Training Dept. 7/1/06 8/31/06 P50,000 Program Note: Tied with your action plan is the contingency plan, just in case some of your action plan activities get stalled, sidetracked, or had to be changed midstream, because of something that came up along the way. Even the best of plans could go wrong, so you should be ready what to do.
Implementation & Control • Refers to the actual implementation and monitoring of the action plan to ensure: 1. That the action plan is implemented as planned. 2. That the best ACA is achieved. 3. That the stated problem is solved. 4. That the defined objective is attained. 5. That the corrective measures are made (if necessary)
THE END THANK YOU AND GOOD DAY PROF. P. B. SAN JOSE, JR. CPA, MBA, DBA (Cand.)
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- 1. QUALITATIVE METHOD – CASE STUDY
- 2. Introduction To graduate students and researchers unfamiliar with case study methodology, there is often misunderstanding about what a case study is and how it, as a form of qualitative research. Case study is a form of qualitative descriptive research that is used to look at individuals, a small group of participants, or a group as a whole. This qualitative method of study emphasizes detailed contextual analysis of a limited number of events or conditions and their relationships. Researchers have used the case study research method for many years across a variety of disciplines.
- 3. Case Study - Defined • It is a systematic inquiry into an event or a set of related events which aims to describe and explain the phenomenon of interest. • It refers to the collection and presentation of detailed information about a particular participant or small group, frequently including the accounts of subjects themselves. • It is an in depth study of a particular situation rather than a sweeping statistical survey.
- 4. When is a case study appropriate? According to Yin (2003), a case study can be considered when: a. the focus of the study is to answer “how” and “why” questions b. you cannot manipulate the behavior of those involved in the study c. you want to cover contextual conditions because you believe they are relevant to the phenomenon under study d. the boundaries are not clear between the phenomenon and context
- 5. What may be revealed? • Through case study, a researcher can closely examine the data within a specific context. • Through case study, a researcher can examine contemporary real-life situations and provide the basis for the application of ideas and extension of methods. • Through case study, a researcher can test theoretical models by using them in real world situations. • A case study may not answer a question completely, but it will give some indications and allow further elaboration and hypothesis creation on a subject.
- 6. Why use a case study? • Case studies are a great way to improve a learning experience, because they get the learner involved, and encourage immediate use of newly acquired skills. • They differ from lectures or assigned readings, because they require participation and deliberate application of a broad range of skills. • Case studies help researchers make the difference between knowing what to do. and knowing how, when, and why to do it.
- 7. Case Study Applications • Utilization of the case study as a teaching method. • Practical application and testing of scholarly knowledge. • Provides an approximation of various professional environments (i.e. classroom, board room, courtroom, or hospital). • Incorporates the idea that students can learn from one another "by engaging with each other and with each other's ideas, by asserting something and then having it questioned, challenged and thrown back at them so that they can reflect on what they hear, and then refine what they say“. (Boehrer 1990)
- 8. Designs of Case Study To obtain as complete a picture of the participant as possible, case study researchers can employ a variety of a variety of case study designs. Some common designs include single-case and multiple-case design. Single-case design – It is where events are limited to a single occurrence. However, the drawback of this design is its inability to provide a generalizing conclusion, in particular when the events are rare. Multiple-case design - It can be adopted with real-life events that show numerous sources of evidence through replication rather than sampling logic.
- 9. Types of Case Study 1. Explanatory - This type of case study would be used if you were seeking to answer a question that sought to explain the presumed causal links in real-life interventions that are too complex for the survey or experimental strategies. Example: Joia (2002). Analysing a web-based e-commerce learning community: A case study in Brazil. Internet Research, 12, 305-317. 2. Exploratory – It is a type of case study that is used to explore those situations in which the intervention being evaluated has no clear, single set of outcomes. Example: Lotzkar & Bottorff (2001). An observational study of the development of a nurse-patient relationship. Clinical Nursing Research, 10, 275-294
- 10. Types of Case Study 3. Descriptive - This type of case study is used to describe an intervention or phenomenon and the real-life context in which it occurred. Example: Tolson, Fleming, & Schartau (2002). Coping with menstruation: Understanding the needs of women with Parkinson’s disease. Journal of Advanced Nursing, 40, 513- 521. 4. Multiple Case Study - It enables the researcher to explore differences within and between cases. Example: Campbell & Ahrens (1998). Innovative community services for rape victims: An application of multiple case study methodology. American Journal of Community Psychology, 26, 537-571.
- 11. Types of Case Study 5. Intrinsic - The term ‘intrinsic’ suggests that researchers who have a genuine interest in the case should use this approach when the intent is to better understand the case. It is not undertaken primarily because the case represents other cases or because it illustrates a particular trait or problem, but because in all its particularity and ordinariness, the case itself is of interest. Example: Hellström, Nolan, & Lundh (2005). “We do things together” A case study of “couplehood” in dementia. Dementia, 4 (1), 7-22. 6. Instrumental – It is used to accomplish something other than understanding a particular situation. It provides insight into an issue or helps to refine a theory. Example: Luck, Jackson, & Usher (2007). STAMP: Components of observable behaviour that indicate potential for patient violence in emergency departments. Journal of Advanced Nursing, 59, 11-19.
- 12. Types of Case Study 7. Collective – It is similar in nature and description to multiple case studies. Example: Scheib (2003). Role stress in the professional life of the school music teacher: A collective case study. Journal of Research in Music Education, 51 ,124-136
- 13. Advantages and Limitations of Case Study The primary advantage of case study is that it provides much more detailed information than what is available through other methods, such as surveys. Case studies also allow one to present data collected from multiple methods. Can be lengthy - Because they provide detailed information about the case in narrative form, it may be difficult to hold a reader’s interest if too lengthy. Concern that case studies lack rigor - Case studies have been viewed in the evaluation and research fields as less rigorous than surveys or other methods. Reasons for this include the fact that qualitative research in general is still considered unscientific by some and in many cases, case study researchers have not been systematic in their data collection or have allowed bias in their findings.
- 14. Advantages and Limitations of Case Study Not generalizable - A common complaint about case studies is that it is difficult to generalize from one case to another. But case studies have also been prone to overgeneralization, which comes from selecting a few examples and assuming without evidence that they are typical or representative of the population.
- 15. Steps Involved in a Case Study The steps involved in a case study are as follows: 1. Plan • Identify stakeholders who will be involved. • Brainstorm a case study topic, considering types of cases and why they are unique or of interest. • Identify what information is needed and from whom • Identify any documents needed for review. • List stakeholders to be interviewed or surveyed (national, facility, and beneficiary levels) and determine sample if necessary. • Ensure research will follow international and national ethical research standards, including review by ethical research committees.
- 16. Steps Involved in a Case Study 2. Develop Instruments • Develop interview/survey protocols — the rules that guide the administration and implementation of the interview/survey. Put simply, these are the instructions that are followed to ensure consistency across interviews/surveys, and thus increase the reliability of the findings. • Develop an interview guide/survey that lists the questions or issues to be explored and includes an informed consent form. Please note that you will likely need interview guides/surveys for each group of stakeholders, as questions may differ. • Where necessary, translate guides into local languages and test translation.
- 17. Steps Involved in a Case Study 3. Train Data Collectors • Identify and train data collectors (if necessary). 4. Collect Data • Gather all relevant documents. • Set up interviews/surveys with stakeholders. • Seek informed consent of each respondent (written or documented oral). • If the respondent has consented, conduct the interview/survey.
- 18. Steps Involved in a Case Study 5. Analyze Data • Review all relevant documents. • Review all interview/survey data. 6. Disseminate Findings • Write report. • Solicit feedback. • Revise • Disseminate.
- 19. What are the potential sources of information? Case studies typically rely on multiple sources of information and methods to provide as complete a picture as possible. Information sources could include: • Project documents • Project reports, including quarterly reports, midterm reviews • Monitoring visits • Mystery client reports • Facility assessment reports • Interviews • Questionnaire/survey results • Evaluation reports • Observation • Others
- 20. Elements of a Case Study A case study do not have set elements that are needed to be included. These elements will vary depending on the case or story chosen, the data collected, and the However, case studies typically describe a program or intervention put in place to address a particular problem.
- 21. Elements of a Case Study Here are some elements that you could draw out from in order to conduct your case study: 1. Problem. (It is essential to identify what the problem was. ) i. Identify your problem ii. Explain why the problem is important iii. How was the problem identified? iv. Was the problem for identifying the problem effective? 2. Steps taken to address the problem. (What was done (activities/ interventions/inputs), where, by whom, for whom?) 3. Results. (What were the results of your intervention, particularly the significant or unique results?)
- 22. Elements of a Case Study 4. Challenges and how they were met. (This focuses on what challenges or difficulties you encountered and what you did to overcome them.) 5. Beyond Results. (Are the results mentioned above sustainable? Why or why not?) 6. Lessons learned. (What lessons were learned: programmatic, technical, financial, process, etc.?)
- 23. How are Case Studies Presented? Case studies are flexible in that they can be presented in a number of ways — there is no specific format to follow. Here is a suggested report outline that could be use in presenting a case study: I. Introduction and Justification II. Methodology a. How was the process carried out? (Describe the process of selecting the case and data collection sources, as well as how data was collected.) b. What assumptions are there (if any)? c. Are there any limitations with this method?
- 24. How are Case Studies Presented? d. What instruments were used to collect data? (You may want to include some or all in the appendix.) e. What sample(s) is/are being used? f. Over which period of time was this data collected? III. The Problem IV. The Steps Taken to Address the Problem V. The Results VI. The Challenges and How They were Met VII. Beyond Results VIII. Lessons Learned IX. Conclusion X. Appendices
- 25. THANK YOU FOR LISTENING!
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Creating a Professional Case Study Presentation: Templates & Tips

Written by: Unenabasi Ekeruke

Winning over clients is tough work. You're going to need cold hard proof and real-world results to prove the value of your solution.
One of the best ways to show your product or solution works is by using compelling case studies . According to a Content Marketing Institute report, 69% of B2B marketers believe in the persuasive power of case studies and use them for marketing.
Case studies weave captivating stories about the positive results and experiences previous clients have had with your solution. When done right, a professional presentation around your case study can help you market your brand, win over new customers and increase sales .
Not sure how to create or deliver top-notch case study presentations? You've come to the right place.
In this article, we'll show you how to create winning case study presentations, plus templates you can use right away.
Let's get to it.
Here’s a short selection of 6 easy-to-edit case study presentation templates you can edit, share and download with Visme. View more templates below:

Table of Contents
What is a case study presentation, why are case study presentations important, what to include in a case study presentation, case study example, 6 case study presentation templates, tips to nail your case study presentation, your turn: put together compelling case study presentations with visme.
A case study is an in-depth examination of a subject, group, event, or entity within a real-world context. The goal is to better understand key functionalities, outcomes and successes.
When used for educational purposes, they are effective teaching tools. They are engaging and enable students to:
- Understand research methodologies and analytical tools
- Develop problem-solving skills
- Learn complex decision-making
When it comes to marketing, case studies are stories that highlight the effectiveness of your solution and your success in solving client problems.
Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more. You can either pre-record it, present it virtually, or opt for an in-person presentation.
No matter the type of business you're doing, case studies can be invaluable for sales and marketing.
If you're still in doubt about the potency of case studies, check out these compelling statistics.
- According to HubSpot's State of Marketing Report, 13% of marketers say case studies are one of the key assets used within their content strategy.
- Additionally, 23% of marketers agree that case studies help boost conversions. Also, 9% of marketers say case studies are best for nurturing leads.

According to the Content Marketing Institute, 80% of tech content marketers use case studies in their marketing strategy.
There's often a misconception that case studies are just marketing content meant to stroke your company's ego. The truth, however, is that case studies are more about making customers understand how your company can help them.
When pitching your solution, case studies add a layer of social proof. Rather than focusing solely on your product or its features, your case study should spotlight real-world results and the impact of your solution on customers, industry and society.
There are various scenarios for developing case studies, including:
- Showing prospects how your solution has worked for similar users, their positive experiences and how it can meet their needs
- Presenting real-life examples, use cases and results to boost credibility and the client's confidence in your brand
- Convincing customers of the benefits of your products, services and capabilities
- Scheduled discussion on the viability of an idea and its effects on your business
- Analyzing and recommending solutions to problems for your company or clients
Simplify content creation and brand management for your team
- Collaborate on designs , mockups and wireframes with your non-design colleagues
- Lock down your branding to maintain brand consistency throughout your designs
- Why start from scratch? Save time with 1000s of professional branded templates
Sign up. It’s free.

Before we show you how to present your case study, let's discuss what should go in a case study. A well-written case study design should include the following sections:
1. Executive Summary
This section provides a brief overview of the entire case study. Readers should be able to scan it and get the hang of everything you want to discuss.
2. Problem Statement
This section should detail the goals and purpose of your case study.
You should highlight the problem you've identified that your study is looking to solve or questions you intend to answer through your case study. What are the main issues that led to the case study and what will your audience learn?

3. Solution
This section forms the core of your case study. Here you want to explain how you solved the problem.
Discuss how other clients found you, what solutions they chose, why they chose them and how you implemented them.
4. Execution
This section should detail the journey to helping the client achieve the results.
You want to touch on the planning, processes, risks, metrics, KPI and factors you need to get an even better result. Describe the issues you faced during execution and how you mitigated them.
Here, you need to explain the positive impact or benefits of your solution on the client's project or business.
It could be financial results, growth results, improvements, or increases in productivity. Be sure to provide clear evidence like images, videos, statistical data and numbers.
6. Conclusion
Share reviews, quotes, testimonials and recommendations from existing customers about your solution.

Here's an example of a case study we created for Lincoln Learning Solutions, an online K12 curriculum provider founded in 2005.
Problem: The company was forced to downsize and ended up without a professional graphics designer on its team. As a result, they struggled to create visually appealing graphics.
Solution: By using Visme, they're now able to create visually appealing marketing content, graphics and visuals without the aid of any professional graphic designer. They use Visme to create various visual content, including educational infographics, presentations, newsletters, social media graphics and more.
Results: Lincoln Learning Solutions now creates 3x more content and other collaborative projects with Visme than if they had opted to continue working with a single graphic designer.
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To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study.
1. Marketing Case Study
This generic case study template is a powerful marketing tool for businesses of any size.
You can use it to elaborate on projects or solutions provided to satisfied clients—from the problem that led them to use your tool to your approach to the outcomes or results they've seen. Each section tells a compelling story, offers social proof and spotlights your biggest achievements.
In addition to its rich and bright color combination, this template is interactive. You can liven up your presentations by embedding images, videos and animations. Make this template work for you by editing content and inserting your logo, fonts, images and other design assets.

2. Business Case Presentation
Whether you're doing an in-person or virtual case study presentation, this template has everything you need to impress your audience. You can present a compelling business case that wins over your prospective clients and partners.
Visme has an extensive repository of customizable assets, including icons, charts, shapes, backgrounds, animated assets, stock photos and videos. Customizing this template takes only a few minutes, thanks to our intuitive and easy-to-use drag and drop template.

3. Clinical Case Study Presentation
This presentation template is ideal for drawing attention to rare clinical cases. It provides details about the patient's medical history, medications, results and follow-up. The template heavily relies on bright colors, icons, shapes and visuals to make important data stand out.
There's no limit to what you can achieve with Visme's presentation software . You can use charts and graphs to show compelling figures, patterns and relationships and leave important clues for your audience. The tool supports collaboration across teams. It lets you work with your team on your presentation and get feedback in real-time.

4. UX Case Study
Showcase your past clients' impressive results after working with your company using this stunning case study template. The cover page features a unique style, layout and color theme that blends with the rest of the document.
Notice how the template chronicles the customer's journey, starting with the problem. It elaborates on the approach to solving the problem and the measurable outcomes.
This template makes good use of shapes, images and icons to present the results in a captivating way. You can customize this template for different niches in which you've found notable success.
Use our intuitive editor to add or remove slides and swap your content, images, fonts and other assets to suit your taste.

5. Software Demo Platform Case Study
This case study examines the importance of using demos to increase sales. With this case study format, you can position your brand as a topical authority in your niche.
The template introduces the subject in the case study, their approach to ramping up sales and the effect. It highlights the results and key takeaways from the case study.
Here's what makes this template stand out. The template has a dark blue background while using bright-colored fonts and charts to maintain a strong visual contrast.
Go ahead and customize this template to reflect your brand image and content. Once done, you can embed it on your site using a snippet of code, download it in PDF or PPTX format or share it online with a public or private link.

6. HR Consulting Case Study
If you're looking to entice prospects with the success stories of your previous clients, this case study template is a perfect fit. In it, you'll find real-world examples of how your product or service addressed a client's challenge and impressive results backed by data.
The cover page has a bold headline and summary of the results that catches the eye. At a glance, the reader gets a sneak peek of your notable accomplishments and the type of results they can expect from your brand.
Create your ideal case study presentation by adding new design elements like elegant fonts and icons, high-resolution images, videos and animations.

Below are some helpful tips for designing and presenting your case study to clients, prospects, investors and key stakeholders.
1. Determine Your Goals
This is the first step to designing your case study. What are you looking to achieve, or what message do you want to convey in your case study?
We get it. Case studies are created to demonstrate the value of your solution to customers. However, we recommend aligning your objectives with the value (solution and results) you want your customers to see.
For example, depending on your client's pain points, your objective may be to show your solution helped other clients to:
- Increase productivity, revenue and profit
- Minimize employee turnover
- Gain a competitive advantage
- Drive sustainability or energy efficiency
2. Pick a Compelling Case Study
Once you have outlined what your case study is set to achieve, you need to pick a suitable case study.
We recommend having an arsenal of case studies at your disposal. This will give you the variety you need to whip out and present the best and most relevant case study for each prospect.
Stand-out case studies boost credibility and drive prospects' interest in your solution. For example, you should prioritize case studies featuring reputable brands.
Another top choice is case studies of clients who had complicated problems or clients who left your competitors to work with you. These case study examples typically provide a more compelling story and outcomes.
3. Use Templates
Case studies riddled with design and visual flaws can put off prospects. Using templates keeps your presentation structure organized and visually appealing. Beautiful case study templates like the ones above make your job much easier. It allows you to spend your time on content rather than aesthetics.
4. Use High-Quality Visual Aids
When preparing your presentation, use quality visual aids to break up the text and keep your audience engaged.
You don't want to bore your audience with large walls of irrelevant text and vague statements. Instead, use more numbers and visual aids like charts , graphs , images and videos to show compelling proof of success. They make your message clear and lend credence to your arguments.
Did you help your clients increase sales? If yes, show the percentage increase in numbers and charts or graphs to show a spike.
Notice how the case study template highlights compelling figures using graphs and charts.

5. Deliver a Flawless Presentation
You've already put in a lot of effort to create a solid professional case study. However, even the best-written case study will fail to deliver without a winning delivery.
So how do you get your clients to buy into your case study during the critical presentation phase? How do you present your case study in a simple, clear and persuasive way?
Keep reading.
Tell an Emotional Story
Think of storytelling as a hook that draws your audience into your presentation. Your story could clearly describe the problem a similar client faced, the solution you implemented and what they're currently enjoying.
It's not enough to use facts and figures alone. Injecting an emotional appeal into your narrative will make your case study memorable and impactful.
One way to create a human connection is by painting a clear picture that your audience can relate to. You want to visualize their journey to success based on your results with existing clients.
Focus on the Client
Remember that the case study is not about you or your salesperson. Companies that focus more on themselves often come off as self-centered.
You should research your prospects and focus on their needs and challenges. Not only will your presentation be relatable, but it will have an emotional appeal and motivate your clients to take action.
So dig deep to find out these things:
- Your client's concerns and pain points
- The goals and outcomes your clients are looking to achieve and
- The problems holding them back from achieving their goals
The more you can align your presentation with the client's needs and clearly articulate them, the faster you can secure their buy-in. Otherwise, your case study will sound like a thinly disguised sales pitch.
Connect and Engage Your Audience
Do you want to avoid situations where your audience zones off or nods off to sleep during your presentations?
Make your presentation a two-way dialogue. The more you can engage your audience, the more impactful your presentation will be.
Here are some effective ways to engage your audience.
- Grab your audience's attention with a strong presentation opening . You can introduce yourself, tell a joke and review the agenda.
- Ask thought-provoking questions or seek their opinions to understand what value means to them.
- Smile and make eye contact to build rapport with your audience.
- Weave relatable visual aids, colorful metaphors, or other multimedia into your presentations to make your point stand out.
- Keep the conversation going and avoid sounding like you're giving a lecture or reading off a script.
You can also use Visme's interactive presentation tool to wow your audience by zooming into a key point in your presentation.
Keep It Brief and Interesting
No matter how much time you're allotted, keep your presentation brief.
Why does it matter? Humans have short attention spans. So to avoid losing audience attention, spend more time on slides that drive home your points.
In the middle of the presentation, you may be asked to dive deeper into a particular aspect or answer other questions.
Whatever happens, be prepared to answer questions in the middle of your presentations. You can create appendix slides to expand on some aspects of your case study.
So there you have it. We've discussed everything you need to know about creating and delivering a stunning case study presentation.
Case studies can be an effective sales and marketing tool for convincing and converting prospects into paying customers. However, to deliver a smashing presentation that wows your audience, we recommend using Visme's case study templates . You'll find templates for every niche and use case.
Visme offers a wide array of design assets, visual aids, images, videos and animations to make your presentation pop. After tweaking your template, you can embed your case study on your blog or website. Also, you can share it online using a link or download it for offline use in multiple formats, like PDF and HTML5.
Easily put together professional case study presentations that impress your clients

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Jun 18 How to do a case study presentation
Case studies are one of the most effective marketing tools you can have at your disposal and for good reason. Instead of just talking about what your product or service does, case studies allow you to show potential clients why your product or service is useful and the positive experiences your past clients have had. When done right, a good case study is visual, engaging, and weaves a captivating narrative that embodies the value of your business.
Moreover, they are also hugely effective teaching tools that can engage your students and help them to develop problem-solving skills, understand analytical tools, and learn complex decision making. Additionally, they provide an effective way for students to present their projects or research. Below are some helpful tips for writing your own case study. While this article focuses primarily on case studies as marketing tools, the same concepts apply across the board for educational case studies as well.
Pick the perfect case
First things first—to create a great case study you need a great case. Any random client won't necessarily translate into a story that will result in new customers, so use the following list and tick off to see who stacks up:
A representative of your ideal customer: The potential candidate should first and foremost be someone to whom your ideal customer can relate. The more your future customers can see themselves in the case study, the more impactful the success story will be.
Well-versed in how your product/service works: You'll be relying on your client quite heavily to create this case study, so the more they understand your business, the more clearly they'll be able to relate to its value.
Incredible outcome: It probably goes without saying but the better the results, the more influential your case study will be. These clients are also more likely to be excited about your product and feel compelled to share their experiences in a case study.
As a bare minimum, your candidate should meet all three of the above criteria. Once you've narrowed down your customers, see if any of them stand out. Companies with big, recognizable names are great because it gives your service credibility. Additionally, customers who had unique or complicated situations make for effective case studies because they can help to eliminate doubt. Another worthwhile quality for a case study to have is if the client left one of your competitors to work with you instead. Use your best judgment to determine who has the most compelling story, and run with it. The same concept can be applied to an educational case study, bearing in mind the goal of the analysis. Choose a case with a powerful outcome that is exemplary as far as the point you plan to get across is concerned. Then start constructing your case study.
Use a case study template
Quite seriously, this is one of the best things you can do when it comes to making an outstanding presentation and avoiding the dreaded death by PowerPoint. Beautiful and intriguing case study templates can make your job much easier and will allow you to spend your time focused on content rather than aesthetics. While easy to overlook, the way your case study looks is just as important as what it says.
Think of it this way: Are you more likely to trust a company with a presentation riddled with clip art, visual inconsistencies, and reckless use of Comic Sans, or would a company with an attractive, streamlined presentation that is pleasant to look at, make the case study more credible? The same goes for an educational case study—you want to grab the attention of your students, and putting thought into the visual aspects of your case study is the best way to start. Looks aside, case study templates can also help you to structure your presentation. Templates with pre-filled decks (such as those from Slidebean) contain curated slides to guide you and save you time that you can devote to putting together your content!
While easy to overlook, the way your case study looks is just as important as what it says.
Tell a story
A case study is a narrative. As a business, the narrative is about how your client came to work with you, and why they're happy they did, so why not construct it accordingly? A jumble of numbers and data is simply not as intriguing without the build up and flow of a story, so start at the beginning and walk your potential customer through the process by answering these questions:
Who is the customer you're talking about and what is their business?
What problem did they bring you to solve?
What made them choose you?
What were any unique challenges?
How did you help the customer to reach their goals and solve their problem?
How have things improved for the customer since working with you?
Answer these questions the best you can to construct a story from beginning to end, then work with your sample customer to help you fill in the blanks. Some customers may be enthusiastic and take the initiative by providing you with information for the case study, but others may simply be too busy. For that reason, it's best to provide as much information as you can from the start to make it easier on your customer. Educational case studies, while different, have sufficient similarities for you to follow the same fundamental route map: You're still building a story from beginning to end, explaining the issue and how it panned out. When creating an educational case study, ask yourself the following questions:
What issue is being faced?
What is the goal of doing the analysis?
What is the context of the situation?
What solution was implemented?
Did it work? Why, or why not?
Related Read: Basic Storytelling
Gather quotes—or come up with your own
This part is going to be specific to businesses and startups and for their purposes, it is key. As far as direct testimonials are concerned, you have two main options when creating a case study you plan to use as a marketing tool. First, of course, is to obtain actual quotes from your sample client. This has a few advantages. Most importantly, the quote will be in your client's own words, and they may be able to make some points and address issues that may not be as obvious to you, but could be very compelling to potential customers. Your second option is to write your own quotes and then obtain written approval from your sample client to attribute the quote to them. This is advantageous because it saves your customer time. Some customers may simply not be confident in their writing skills and prefer to have the quote created by someone else. In addition to doing your busy customer a favor, it gives you the ability to focus the quote on whatever you think is the most important aspect of the study.
No matter which option you go with, it should be the choice of the customer you are featuring in the case study. If whatever information they've provided during the process of creating the case study is lacking usable quotes, simply get in touch with them and ask for some. Tell them you would love a few short testimonials (no more than a sentence or two, each) for your case study, and if they're too busy or prefer not to write them themselves, you'd be happy to draft a few for their approval. If you do wind up writing them yourself, always get written approval from the person to whom you are attributing these quotes; you wouldn't want things to get nasty for whatever reason later on!
Use real numbers and appealing visuals
This is vital. While the story will grab your potential customer and keep them engaged, it's the numbers that will ultimately show them what you were able to do for your client. Vague statements such as you tripled engagement doesn't lend much credence if there aren't actual numbers behind them, so dig up that data and find the most compelling proof of your success. Additionally, when creating an educational case study, real numbers have the same effect—credibility.
Once you've gathered those numbers, it's time to decide how best to show them off. Sometimes the numbers speak for themselves, but often you can make solid impact by showing them visually. Were you able to help your customer to boost sales after a trend of sales being limp? Consider an attractive line graph to show the spike. Did you help your client to increase traffic from their target demographic? Two before-and-after bar charts are a nice way to show how you helped them improve. As the adage goes: seeing in believing, so give your potential customers something smashing to consider.
Related Read: Presentation Design Inspiration
Case studies are powerful. They can attract clients to you as a startup, engage your class as an educator, or give you a clear way to present projects and research as a student. Use the simple tips outlined above and you'll wind up with an attractive case study that is as entertaining as it is educational.

Jun 18 Presentation Outline Template and Example

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What Is a Case Study?
An in-depth study of one person, group, or event
Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.
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Benefits and Limitations
Types of case studies, how to write a case study.
A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.
The purpose of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.
While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, it is important to follow the rules of APA format .
A case study can have both strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.
One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult to impossible to replicate in a lab. Some other benefits of a case study:
- Allows researchers to collect a great deal of information
- Give researchers the chance to collect information on rare or unusual cases
- Permits researchers to develop hypotheses that can be explored in experimental research
On the negative side, a case study:
- Cannot necessarily be generalized to the larger population
- Cannot demonstrate cause and effect
- May not be scientifically rigorous
- Can lead to bias
Researchers may choose to perform a case study if they are interested in exploring a unique or recently discovered phenomenon. The insights gained from such research can help the researchers develop additional ideas and study questions that might be explored in future studies.
However, it is important to remember that the insights gained from case studies cannot be used to determine cause and effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.
Case Study Examples
There have been a number of notable case studies in the history of psychology. Much of Freud's work and theories were developed through the use of individual case studies. Some great examples of case studies in psychology include:
- Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
- Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
- Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language could be taught even after critical periods for language development had been missed. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.
Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse had denied her the opportunity to learn language at critical points in her development.
This is clearly not something that researchers could ethically replicate, but conducting a case study on Genie allowed researchers the chance to study phenomena that are otherwise impossible to reproduce.
There are a few different types of case studies that psychologists and other researchers might utilize:
- Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those living there.
- Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
- Explanatory case studies : These are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
- Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
- Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
- Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic cast study can contribute to the development of a psychological theory.
The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.
The type of case study that psychology researchers utilize depends on the unique characteristics of the situation as well as the case itself.
There are also different methods that can be used to conduct a case study, including prospective and retrospective case study methods.
Prospective case study methods are those in which an individual or group of people is observed in order to determine outcomes. For example, a group of individuals might be watched over an extended period of time to observe the progression of a particular disease.
Retrospective case study methods involve looking at historical information. For example, researchers might start with an outcome, such as a disease, and then work their way backward to look at information about the individual's life to determine risk factors that may have contributed to the onset of the illness.

Where to Find Data
There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:
- Archival records : Census records, survey records, and name lists are examples of archival records.
- Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
- Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
- Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
- Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
- Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.
Section 1: A Case History
This section will have the following structure and content:
Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.
Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.
Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.
Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.
Section 2: Treatment Plan
This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.
- Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
- Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
- Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
- Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.
This section of a case study should also include information about the treatment goals, process, and outcomes.
When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research.
In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?
Here are a few additional pointers to keep in mind when formatting your case study:
- Never refer to the subject of your case study as "the client." Instead, their name or a pseudonym.
- Read examples of case studies to gain an idea about the style and format.
- Remember to use APA format when citing references .
A Word From Verywell
Case studies can be a useful research tool, but they need to be used wisely. In many cases, they are best utilized in situations where conducting an experiment would be difficult or impossible. They are helpful for looking at unique situations and allow researchers to gather a great deal of information about a specific individual or group of people.
If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines that you are required to follow. If you are writing your case study for professional publication, be sure to check with the publisher for their specific guidelines for submitting a case study.
Simply Psychology. Case Study Method .
Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100
Gagnon, Yves-Chantal. The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.
Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.
By Kendra Cherry Kendra Cherry, MS, is an author and educational consultant focused on helping students learn about psychology.
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Case Analysis and Presentation: Amazon Case Example - PowerPoint PPT Presentation

Case Analysis and Presentation: Amazon Case Example
Background including company history, the events leading up to the critical ... what about increases in interest rates 'irrational exuberance' quote by greenspan ... – powerpoint ppt presentation.
- Dr. Tom Housel
- Naval Postgraduate School
- Ø background including company history, the events leading up to the critical part of the case and the environment
- Ø state the problem concisely (principal problems, challenges)
- Ø primary decision-makers and stakeholders
- Ø what are the goals and objectives of the company
- Ø a list of your recommendations
- Ø support your recommendations with logic and facts
- (Optional Future challenges/opportunities)
- Opens virtual doors in 1995
- 3.5 million titles by 1996
- 1999 - 1Billion from bond offering
- Contract with AOL
- Diversified product offerings (e.g., toys, CDs, videos)
- 19 million items -- 300 million, 5 million square foot warehouse
- Person-to-person auctions
- Technical Architecture
- Dist, Order, Fulfillment
- Passion for Innovation
- E-Commerce Know-How
- Business Development
- Partnership Know-How
- 20M Loyal Customers
- Investors analysts, VCs, big and small
- Management and employees
- Government-regulators (e.g., SEC)
- (Possible discussion point Role of stakeholders in influencing-formulating strategy comparable stakeholders in DoD environment)
- Continued exponential growth
- DiversificationeCom portal intermediary
- Piece-of-the-action
- One-stop-shopping
- Survival Buy.com, eBay, others
- (Possible discussion point Are these the right goals given the environment, customer base, stakeholders Comparable goals for DoD agencies, initiatives, e.g., e-bus in government)
- Market value justification and slowing growth rate
- Need to continued high growth (33 down to 7)
- Competition bricks and mortar to clicks an mortar, eBay
- Creating complete supply chain and distribution network
- (Possible discussion point Are these their only big problems? What about increases in interest rates irrational exuberance quote by Greenspan? Comparable DoD
- Loss of control over customer relationship
- Possible damage to reputation
- Potential delivery problems
- Cost of guarantees
- Need to attract top-tier, best of breed brands
- Need for full range of products
- SWOT analysis
- Stick with Brand Names
- Personalize customer interface
- Co-Brand with Merchants
- Provide data mining services for Merchants
- Provide billing services for Merchants
- Enroll service companies
- Create communities of interest based on data mining
- Offer other services to Merchants (e.g., manage their IT, electronic supply chains, distribution, co-marketing)
- Reliability and Credibility
- Brand recognition
- Access to larger customer base
- Sharing Amazons e-com infrastructure
- Guarantee and credibility
- Access to Amazons customer database
- Added revenue using subscription model
- Customer intelligence
- Chapter 10 Amazon case review
- 1. What were the potential problems for Amazon when they entered the warehouse phase of their development?
- What was the impact on investors perceptions?
- What was the impact on the organizational priorities?
- What is the corollary problem for DoD organizations?
- 2. How should the DoD foster an organizational environment to stimulate entrepreneurs such as Bezos?
- What reward system should be used?
- How would the financing work?
- What changes in organizational culture and structure would be necessary?
- 3. What role did the stakeholders play in the creation of zShops?
- a. Investors
- b. Customers
- c. Amazon Employees management
- d. Merchants
- 4. How can zShops add value for these stakeholders?
- Key take-away from last class meeting?
- Scaling the information technology platform
- Secure transactions
- Going Global
- Competition
- Get organizational buy-in
- Make sure you know who the stakeholders (e.g., customer) are for your service/product
- Understand the implications of a slow or fast adoption rate
- Brand your e-Bus service/application
- Offer service guarantees (service level agreements)
- Clearly identify the value-addeds of your service
- Clearly identify the potential risks of your service
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20+ Best Free Business Case Study PowerPoint PPT Templates Downloads

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6. Formal Slides PowerPoint Templates
This free case study template for PPT has green shaded geometric shapes. There are twenty-one slides in this business case template PowerPoint.
7. Free Plan PowerPoint Business Template
This is a very basic free case study PPT. It's got a gray background with a pencil and blueprint graphic on the bottom left corner.

8. Analysis Consultant PowerPoint Templates
This case study presentation template for free has three master slides. The page size is 1024px x 768px and is 451 Kb download size.
9. Free Consultation PowerPoint Template
This template has business men and women graphics in the background. The template has a wood graphic background.
10. Business Work PowerPoint Templates
This case study presentation template for free has a world globe image with an arrow shape to show a business background. Included are three master slides.

11. Free Corporate Presentation with Curves PowerPoint Template
This is a very basic presentation template. It's got abstract curve graphics in the background. The template was downloaded 178k times.
12. Dark Blue Stripes
Included are twenty-five different slides in this template. The template is fully editable.
13. Free Conference Room PowerPoint Template
The template features a conference room image on the main slide. The download size is 443Kb.

14. Upward Arrows
Included are thirty-five slides in this business case study template PPT for free. The business case template PowerPoint slides feature a pattern of upward arrows and green tones.
15. Free Consensus PowerPoint Template
This template is a very basic PowerPoint. It's got a 3D cube in the background.
16. Geometric Corporate
This is a corporate style free case study template for PPT. This template features twenty-five different slides.

17. Industry 4.0 Revolution PowerPoint Templates
There are drag-and-drop image placeholders in this case study PowerPoint template (free.) The aspect ratio of the slides is 16:9.
18. Double Exposure Business PowerPoint Templates
This free case study template PPT contains vector graphics that are fully resizable. There are one hundred and thirty-five icons in this business case template PPT.
19. Premium Business
There are twenty-five slides in this free case study template PPT. All the slides are fully editable.

20. City Buildings Business PowerPoint Template
This case study PowerPoint template free contains many charts. The aspect ratio of the slides is 16:9.
Still not sure how to make a great case study PowerPoint? We'll now go over a few tips that'll help you get the most out of your templates.
Best Case Study PowerPoint Templates on Envato Elements (With Unlimited Use)
Explore the hundreds of high-quality case study PowerPoint templates on Envato Elements. For one low monthly fee, download as many case study PPTs as you want.
Explore Case Study PowerPoint Templates Now

You can also download all the other resources available on Envato Elements such as:
- presentation templates
All Elements design templates available come ready to use. They feature stylish designs and are fully customizable to help you make the best possible case study template in PPT.
Let's look at a few premium case study templates for PPT.
How to Make a Case Study PowerPoint Presentation Quickly
Sure, you can find a case study PowerPoint template free around the web. But to ensure a winning impression, you need to go premium. With a design from Envato Elements, you’ll enjoy unmatched styling.
Premium templates shine because of their ease of use. In fact, you can customize them in just five quick steps! In no time, you’ll have your own business case template PPT ready to share with the world. Let’s learn how.

Want to follow along? Download the premium Ombar Creative Brief template from Envato Elements today.
1. Add Case Study PowerPoint Text
With a case study PowerPoint template open, it’s time to add custom text. Notice that on premium slides, you’ll see words already in place. These are placeholder text boxes, and they’re meant to save you a ton of time.
All you've got to do is remove the existing text and drop in your own words.

To do this, click into a text box. Then, drag your cursor to select the contents. Finally, start typing. Your own words appear.
Simply repeat these easy steps across other slides to fill out your own case study in PPT for 2023.
2. Customize Font Designs
When you’ve added text to your business case template PowerPoint, it’s time to style your font designs. It’s easy to forget that text is really a key part of your design aesthetic. But PPT makes it easy to adapt to your own tastes and project needs.

Begin by selecting text on a slide. Then, find the Home tab on PowerPoint’s ribbon. In the Font group, you’ll see an array of options.
For example, you can click on the drop-down menus to change the font size and style. Then, using the buttons, add cool font effects like italics, highlights, and more.
3. Edit Shape Colors
A premium case study PowerPoint template like this includes a beautiful color palette. It’s an elegant design that fits any project well. But you don’t have to use it!
Thanks to premium templates and PPT features, you can easily edit shape colors to meet your needs.

To edit shape colors, begin by clicking on a shape or object to select it. You’ll see a tab appear on the ribbon: Shape Format . Click there, then choose Shape Fill.
From the color chooser, select a new shade to apply. Click on its thumbnail and watch the shape you've selected transform. It’s a powerful, fast way to bring your own sense of style to your favorite case study template PPT.
4. Insert Photos and Images
No case study template PPT is complete without plenty of images. Photos let you show off the results your projects have achieved. And they add context to your goals and future plans. They’re an essential part of every top case study presentation in 2023 and beyond.

Find a slide like #2 in the Ombar template deck. In the upper left, you’ll see an image placeholder. To add a photo, browse to a stored image file on your computer. Click on it, then drag and drop it onto the placeholder in PPT.
PowerPoint instantly imports the photo, sized and scaled to be a perfect fit. It’s amazingly easy, and you can repeat on other slides as needed.
5. Save Slides for Sharing
When you’ve finished editing your business case template PPT, it’s time to share it with the world. The goal here is to make your presentation accessible for your audience. You've got two options:
- saving your slides in PowerPoint format
- saving your slides as a PDF file.
Let’s look at both.
Begin by clicking File > Save As . Choose Browse , then give your file a name. Now, you can choose your format by clicking on the Save As Type drop-down. When you save a PowerPoint Presentation (.pptx) file, you’ll be saving and sharing a fully featured copy of your presentation.

You can also choose PDF from the dropdown. This keeps a static copy of your slides. But they’ll be more widely shareable, since a PDF file is viewable on almost any device. Consider your audience and project needs as you decide!
Finally, click Save . In just five easy steps, you’ve learned how to customize a business case template PPT from scratch. Get started now!
5 Quick Tips To Make Great Business Case Study Presentations in 2023
In this next section, we'll go over five tips to help you create your business case study presentation:
1. Give Background Information
Before you go into your case study, it's important to detail the current situation. Not all of your audience will understand the context of your case study, so you need to outline it first.
2. Include Charts & Graphs

The statistics that you provide for your case study are one of the most important parts of the presentation. Charts and graphs help you visually display your researched facts. Be sure to include these throughout the business case template PPT.
3. Evaluate From All Angles
A case study PowerPoint template isn't just about detailing your point of view. Detail other points of view and compare it with yours. This shows the audience that you've taken into consideration other points of view.

4. Collect Testimonials
Testimonials in your case study provide extra social proof and credibility to all the claims that you're making. Include these testimonials on their own slides in your case study template PPT.
5. Focus on the Story
Creating an engaging story from your case study helps your presentation. It'll give the audience more of an emotional connection to the case study. Be sure to use images in your presentation to help tell your case studies story.

So far, we've covered many premium and free case study PowerPoint templates that you can download. If these templates don't fit your presentation, then check out the next section.
Discover More Top Premium PowerPoint PPT Template Designs
Looking for even more case study PowerPoint templates? Check out the articles below to get access to even more best-selling PowerPoint templates.

Still now sure how to get the most out of a case study PowerPoint template? Check out the resources in the next section. They show you how to leverage business case template PPT's.
Learn More About Making Great PowerPoint Presentations in 2023
Microsoft PowerPoint is a fully featured software. To help you get the most out of PowerPoint, be sure to take a look at the articles below.

Get Your Case Study PowerPoint Template Today!
Making great case study PowerPoints couldn't be easier. If you start with a high-quality case study PowerPoint template, you're sure to get amazing results.
If you need a regular supply of case study PowerPoint templates and other design assets, then sign up for Envato Elements. It’s the best creative value in 2023. And it’s the top source for premium case study PowerPoint template designs.
What are you waiting for? Download your case study PowerPoint template now! Use your case study template PPT to tell a story that needs to be shared.
Editorial Note: This post has been updated with contributions from Andrew Childress . Andrew is a freelance instructor for Envato Tuts+.


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Top 20+ Case Study Templates
Instantly draft and send a case study template to establish the terms and conditions between your business and clients.
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Case Study Templates
Popular templates

Nursing Case Study Template
Preparing a presentation doesn't have to be complicated. With this template, you can get up and running in less than 15 minutes! It's made for nurses but is usable by those who are interested in the medical field. You get to select your own colors, fonts, design themes - everything that reflects your personality as a professional and makes for an engaging presentation! The best thing about this template? You get two formats: powerpoint and PDF export! Thank goodness because there's no need to do any work after you're done designing.

Patient Case Study Template
Keeping up with the latest research is a difficult task for busy medical professionals who are often faced with more work than they can handle. Decktopus saves your time and sanity – it’s the easiest way to create patient case studies that are attractive, and professional. All you need is 15 minutes of your day to fill out the presentation template with information from your last patients visit—you'll be ready for any presentation in no time!

Case Study Template For Sales Teams
As any sales team knows, case studies are an essential part of the sales process. They help potential customers understand how your product or service has helped others, and they can be a powerful closing tool.

Customer Case Study Template
Business professionals need to be able to discuss case studies with customers in a professional and engaging manner. The customer case study template allows you to create eye-catching presentations that will help you make your case and close more deals. With this template, you can quickly and easily create slides that highlight your company's successes with customers.

Client Case Study Template
Introducing the perfect tool for small business professionals looking to present case studies in sales meetings! This presentation template is easy to use, and helps you discuss case studies in a clear and concise manner. So why wait? Get started today and see the results for yourself!

SEO Case Study Template
SEO is a science. It helps you rank your website to bring in more traffic and interest from potential clients. Sure, it can seem like there's an infinite amount of resources out there to choose from, but what if we told you that we already have one for you?! Meet our SEO Case Study Template - the perfect starting point for any social media marketer or professional marketing their services! Rock on with demonstrations of best practices while making your message clear as day. Includes an informative deck template complete with slides on client-specific projects showcasing results, insider tips, how-tos, lessons learned and best practices based in data & research. Brought to by: Your friends here at Decktopus.

UX Case Study Template
With UX Case Study Template on Decktopus you can create your portfolio quickly and easily. There are over 50 templates to choose from and they have a professional-looking layout that makes it easy for novices that don't know how to use Powerpoint or other complex softwares without feeling lost.

Psychology Case Study Template
Develop and present psychology case studies with our ready-to-go presentation templates. Try these for developing clinical case presentations to stay on point with academic standards - they'll make you look so professional! Improve the way your computer scrambles information, because when it comes to presentation templates... nothing can compare.
All templates

Counseling Case Study Template
Create a presentation for your company, or for clients with this professional template and branding pack.Creating your next presentation when life happens, without the graphic design. Step 1: Open Decktopus and upload an image of yourself or company logo. Choose your font (many fonts are preloaded) and choose your color scheme - it's like mood board! You can add info boxes in seconds to keep you on track with what you need to say.

Art Case Study Template
Your case studies will look like masterpieces with this clever and stylish template. Designed specifically for artist professionals, it provides an attractive canvas on which to display your work. With its easy-to-use format, you'll be able to create polished presentations that will convince your audience of the power of your art.

Psychology Case Study Presentation Template
Introducing the Psychology Case Study Presentation Template – perfect for your next big project or class presentation! Customizable colors, fonts and more make it easy to personalize, while always looking sharp and consistent. Make a great impression and ace your next project with this template!

SEN Case Study Template
Looking for a creative way to present case studies? Look no further than the sen case study template! This handy presentation template is perfect for special needs teachers who want to discuss case studies with their students. With its easy-to-use format, you'll be able to create engaging presentations that will capture your students' attention. So why wait? Get the sen case study template today and start making your presentations stand out from the rest!

Case Study Template About Water Refilling Station
This Case Study Template About Water Refilling Station is perfect for those who want to have a well-designed, professional document. It is easy to customize colors, fonts, and many more to make it look great every time! Plus, you can be sure that it always looks good with its watermark feature.

OT Case Study Template
Introducing the ot case study template, designed specifically for doctors who want to present case studies in a clear and concise manner. With this template, you'll be able to easily organize your thoughts and present your findings in an engaging way. So why wait? Start using the ot case study template today!

Clinical Case Study Example-Template
A Clinical Case Study Example Template can serve as a helpful guide for organizing and presenting a thorough and accurate case study. It helps to ensure that all relevant information is included, such as the patient's history, physical examination findings, diagnostic tests, treatment plan, and follow-up assessment. Clinical case studies can also provide valuable insights into unique or rare cases that may not be addressed in typical textbooks or research articles. Overall, having a Clinical Case Study Example Template can help healthcare professionals effectively communicate their clinical findings to their colleagues and contribute to the broader medical community.

Brand Case Study Template
The brand case study template is the perfect way to present and discuss your case studies with clients or colleagues. With a modern and professional design, this template will help you make a great impression while brainstorming potential solutions to problems.

APA Case Study Template
APA Case Study Template is a beautiful presentation template that helps create APA styles in your researches. Incorporating this into any scholarly or professional document can make you seem well prepared and confident, because these templates make it easy to worry less about looking good on paper. Download here at Decktopus!

Sales Case Study Template
Looking to give your sales pitch a boost? Start by using our sales case study template! This presentation template is designed for salespeople to present and discuss case studies in sales meetings. With its professional look and engaging layout, your clients will be impressed with the level of detail you put into your analysis. So why wait? Get started on your next case study today with our helpful template!

Case Study Format Template
Make your next case study presentation stand out from the rest with this business case study template. This professional and stylish template will help you impress your clients and make a great impression. With easy to edit slides, you'll be able to create a presentation that is unique to your agency and showcases your best work.

PR Case Study Template
Looking to impress prospective clients with your case study presentations? Look no further than our pr case study template! This professionally designed template will help you organize and present your findings in a powerful, persuasive way. So why wait? Get started today and wow your audience!

UI Case Study Template
Present your UI case studies like a pro with ui case study template. This presentation template is specifically designed for UI designers, making it easy to discuss your design process and findings. With ui case study template, you'll be able to showcase your work in a clear, professional manner.

Product Case Study Template
This product is a presentation template for founders to present and discuss case studies in sales meetings. It's a great way to keep your presentations organized and looking professional.

Template For Business Case Study
Make your next business presentation stand out from the rest with this professional case study template. This template includes slide designs and layouts for discussing case studies in meetings, making your case clear and easy to understand. With this template, you'll be able to wow your colleagues and clients with a presentation that is both informative and engaging.

Business Case Study Template
The business case study template is the perfect way to present your agency's work. With a modern design and an easy-to-use interface, this template will help you make a great impression with potential clients.

Medical Case Study Template
When it comes to creating case studies in the medical field, time is the essence – save hours by using this versatile templates on Decktopus. With one click, your presentation will be customized and ready to go in minutes!

Marketing Case Study Template
Stop spending your time recreating your product's presentation again and again! With our one-click platform, you can easily create beautiful presentations for yourself or your clients.

Creative Marketing Case Study Template
A presentation template that will help you organize your thoughts and present a clear and concise case study. This template is perfect for marketing professionals who want to brainstorm with a team or clients. The sleek design will make you look polished and professional.

Company Case Study Template
Our case study presentation templates make it easy to create beautiful presentations with key features like Powerpoint and PDF exports, as well as a ton of themes. You can also insert your own content, tell the story behind your data in bullets, and even use images to spice up your slides and captivate an audience. Decktopus is by far one of the best tools for presentations ever created!
What's Inside?
Case study templates let you create case studies quickly. Instead of wasting time for formatting & outlining the content, you can focus on your content.
Frequently Asked Questions
How to create a case study template.
There are plenty of ways to create a case study template based on the type of content that you want your site visitors or customers to take away. This includes brainstorming, keeping a journal, creating a mind map , and using the process of discovery.
There are several types of case studies, depending on the situation. For example, if you are working on a course or an online course then it would be beneficial for you to create a detailed course assessment questionnaire template to track progress and participant feedback.
If you're trying to improve something in your personal life such as your health goals, you should use the habit tracker template because it provides the tools necessary for tracking behaviors that result in long-term improvements such as more hours of sleep and lower levels of stress.
Decktopus offers many different types of templates with detailed instructions on how to fill them out for various purposes including education and business advice. We hope we've helped make your search for information about case studies easier!
How Do You Write A Case Study From Beginning?
The best starting point is to search the internet for an example, either written or video. You could also watch tutorials online or ask someone more experienced than you. Once you've found a good model, use it as a guide to writing your own. It will help you understand how one should be structured so you can fit yours in with ease and still focus on presenting your data uniquely in case any of your data isn't different enough to warrant covering (e.g., if others have looked at this problem).
Another way would be to skim books that are available in library databases for good examples - they're not written specifically for research papers, but they often walk through cases in much greater detail than web pages.
How Do You Create A Good Title For Your Case Study?
A good title for your case study is often tied to what you're trying to communicate about the outcome of the ramifications from your experimentation. For example, an experiment with time as the main factor would have a different outcome than using geography as a variable. In order to determine which factors are important, you need to first identify what information will be relevant or show correlation with your topic, and then pick out those variables for further analysis.
What Are The Parts Of The Case Study Report?
The case study report has several parts, including an introduction, a problem statement, data analysis and findings, and a conclusion.
The introduction provides readers with background information on the case study and introduces the problem that is to be addressed. The data analysis and findings section include a detailed description of the data collected and how it was analyzed. The conclusion summarizes the main points of the case study report.
What Are The 4 Most Important Parts Of The Case Study?
The four most important parts of a case study are the problem statement, literature review, methodology, and results/analysis.
Problem statement : This section should concisely state the problem that is being investigated.
Literature review : This section should provide an overview of the existing research on the topic.
Methodology : This section should describe how the study was conducted.
Results/analysis : This section should present and analyze the results of the study.
How To Write A Case Study Analysis Template?
A case study analysis template is a document that outlines the structure and format of any case studies. It includes different sections such as an introduction, background information and conclusions.
It really depends on what you're looking for, but you should use decktopus.com . We offer templates for all sorts of events from small family meetings to international conferences so it's pretty versatile.
Template's got a nice clean design and can be tailored to fit your needs so it's easy to navigate too. A lot of users say “It’s THE BEST site for this kind of thing (and their customer service was helpful and courteous and knowledgeable).”. Give it a try today!
How To Make A Basic Case Study Template?
1. Search for an option on Decktopus or start on a template
2. Open the template and complete the format fields, subheader questions, subheadings, headlines, and subheadings if necessary.
3. Use the "customize" icon to make any changes you want to your document's design
4. Preview your project by clicking 'rehearsal mode' on Decktopus - this will allow you to view your work
5. Make any final corrections before downloading or use the share link so that even after you share you can make changes.
How To Write A Case Study Report Template About A Childs Behavior?
It depends on the occasion. For a formal event, use Business Sase Study Template .
For a more casual occasion, try the Psychology Case Study Template .
All of our templates come with guidelines specific to your situation so you can choose an appropriate question and direction for your report template project. It doesn't matter what type of case study you have, we have one for it! Take some time to browse through our different options today and find which is perfect for you!
How To Write Medical Case Study Template?
Decktopus offers multiple case study options for different occasions. Try one!
Decktopus offers medical student case studies, research paper templates, and other formats to meet your academic needs. Why not take a look? Bad art or writing is expensive to fix later on. Don't be stuck staring at terrible formatting as you prepare to submit your work! Get help now before it's too late. Asking for help makes you stronger than beating yourself up over the details that could have been ironed out ahead of time!
How To Write A Case Study Template About Education?
We offer you different templates for inspiration to come up with the perfect design for your event, budget, and needs. The only thing left to do is have an amazing time at your class! With plenty of goal-setting exercises , creative thinking prompts , relationship tools, fun games to play on small tables or in large groups,...uhh...AND ice cream sandwiches during our meetings!, Decktopus has something for everyone!
How To Write A Criminal Case Study Template?
A criminal case study template can be an excellent example of judicial writing . They have been used as historical legal documents, as well as a means for scholarly communication. In other words, they are an absolute necessity for those who aspire to enter the world of law. Criminal case studies often outline the charges and punishment against a specific individual, and might even examine institutional failures that led to circumstances that resulted in crimes being committed. The following provides a couple of different services that offer free criminal case study templates that might come in handy during your research process: Decktopus offers multiple crime case study options for different occasions from various lawyers from around the country! Try one out today!
How To Create An Easy Case Study Template?
There are many templates online, but if you're looking for a fast and easy one the Decktopus template offers multiple case study options for many different occasions. Try one!
How To Analyze A Clinical Case Study For Social Work Template?
- Introduce Yourself
- Introduce the Client
- Introduce your Role
- Evaluate the situation and assess what you need to do to help
- Provide an action plan of next steps for advocate, client, family members/caregivers, etc.
We have templates you can use directly so that it's easy to find these necessary parts for this type of case study.
Ready to dive in? Start your free trial today.
Prepare a good-looking presentation in no time.

IMAGES
VIDEO
COMMENTS
In simpler terms — a case study is an investigative research into a problem aimed at presenting or highlighting solution (s) to the analyzed issues. A standard business case study provides insights into: General business/market conditions The main problem faced Methods applied The outcomes gained using a specific tool or approach
Learning Outcomes. By the end of this section, you will be able to: Revise writing to follow the genre conventions of case studies. Evaluate the effectiveness and quality of a case study report. Case studies follow a structure of background and context, methods, findings, and analysis. Body paragraphs should have main points and concrete details.
A case study analysis requires you to investigate a business problem, examine the alternative solutions, and propose the most effective solution using supporting evidence. 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
A case study is a research technique used for an in-depth study or research that provides a better understanding of a topic. A business case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, necessary to convince the audience of your solution.
Case studies are one of the most effective marketing tools you can have at your disposal and for good reason. Instead of just talking about what your product or service does, case studies allow you to show potential clients why your product or service is useful and the positive experiences your past clients have had.
Case Study Analysis Outline 1. Viewpoint 2. Time Context 3. Problem Statement 4. Statement of the Objective 5. Areas of Consideration (SWOT Analysis) 6. Assumptions 7. Alternative Courses of Actions (ACAs) 8. Analysis of ACA 9. Conclusion a. Decision Matrix b. Selection of Best ACA 10. Plan of Action 11. Implementation and Control
Case Study Analysis Power Point Presentation 1. El Paso Independent School District Case Study Analysis Preventing Future Dropouts through Good Communication 2. Presented by Business Team 7: Dianne Soto Josie Trejo Salvador Valenzuela, Jr. Leola Young 3.
Case study-research-method Renu Susan Thomas 81.9k views • 31 slides Qualitative Research Abhimanyu Singh 91.4k views • 52 slides Case study method in research Aslı Tuğçe GÜLER 19.3k views • 40 slides Questionnaire Dr.D.Kavitha Prabakar 52.2k views • 26 slides Interview method in research Vinay Kumar 205k views • 32 slides
Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more.
Here's our case study ppt template to use online or download to PDF. You'll just need to enter your project name on the cover and give an overview on the second slide. Give details on the matter of study or client you're analyzing via name, size, location, and a short bio.
Description: step case study analysis. thise ppt containds the step how to solve any case study Copyright: Attribution Non-Commercial (BY-NC) Available Formats Download as PPT, PDF, TXT or read online from Scribd Flag for inappropriate content Download now of 30 CASE STUDY ANALYSIS
On this article we explain how to do a case study presentation. ... The same concept can be applied to an educational case study, bearing in mind the goal of the analysis. Choose a case with a powerful outcome that is exemplary as far as the point you plan to get across is concerned. Then start constructing your case study.
A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in various fields, including psychology, medicine, education, anthropology, political science, and social work.
Case Analysis and Presentation: Amazon Case Example Description: background including company history, the events leading up to the critical ... What about increases in interest rates 'irrational exuberance' quote by Greenspan? ... - PowerPoint PPT presentation Number of Views: 5093 Avg rating:3.0/5.0 Slides: 15 Provided by: tjho7 Category:
Case Study PowerPoint Presentation is one of the many stunning-looking PowerPoint presentations on Envato Elements. Detail your case study in great detail with premium case study PowerPoint templates. A case study template for PPT will help you quickly create a case study presentation.
Case study for marketing research ppt slides. Use of latest trends to boost profitability case competition powerpoint presentation slides. Brand Maintenance Case Study Logo Rebranding To Manage Brand Performance. Marketing Agency Company Profile Case Study Approach Ppt Slides Background Image.
The Case Study Analysis Template PowerPoint Slide looks highly attractive with eye-catching color infographics. It helps you to present the challenges, solutions, and results in a simple way so that your audience will feel more comfortable with your business case study information. It has a black and white color background and colorful graphics, which is visually appealing.
A case analysis in business is a study of a business problem. Anyone conducting a case analysis can use evidence to propose viable solutions to business problems, then provide recommendations on the best way to implement these solutions to produce the desired results. Related: Analytical Skills: Definitions and Examples
Give students an opportunity to practice the case analysis methodology via an ungraded sample case study. Designate groups of five to seven students to discuss the case and the six steps in breakout sessions (in class or via Zoom). Ensure case analyses are weighted heavily as a grading component. We suggest 30-50 percent of the overall course ...
Counseling Case Study Template. Create a presentation for your company, or for clients with this professional template and branding pack.Creating your next presentation when life happens, without the graphic design. Step 1: Open Decktopus and upload an image of yourself or company logo.
[FREE DOWNLOAD LINK PROVIDED BELOW]: In today's tutorial, I have explained how to make a Case Study slide in PowerPoint(🚫This is copyright content and canno...