harvard case study examples

What is the Case Study Method?

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Overview dropdown down, celebrating 100 years of the case method at hbs.

The 2021-2022 academic year marks the 100-year anniversary of the introduction of the case method at Harvard Business School. Today, the HBS case method is employed in the HBS MBA program, in Executive Education programs, and in dozens of other business schools around the world. As Dean Srikant Datar's says, the case method has withstood the test of time.

Case Discussion Preparation Details Expand All Collapse All

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How Cases Unfold In the Classroom

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Most programs begin with registration, followed by an opening session and a dinner. If your travel plans necessitate late arrival, please be sure to notify us so that alternate registration arrangements can be made for you. Please note the following about registration:

HBS campus programs – Registration takes place in the Chao Center.

India programs – Registration takes place outside the classroom.

Other off-campus programs – Registration takes place in the designated facility.

What happens in class if nobody talks? Dropdown down

Professors are here to push everyone to learn, but not to embarrass anyone. If the class is quiet, they'll often ask a participant with experience in the industry in which the case is set to speak first. This is done well in advance so that person can come to class prepared to share. Trust the process. The more open you are, the more willing you’ll be to engage, and the more alive the classroom will become.

Does everyone take part in "role-playing"? Dropdown down

Professors often encourage participants to take opposing sides and then debate the issues, often taking the perspective of the case protagonists or key decision makers in the case.

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Case Study: Was That Harassment?

• J. Neil Bearden

A salesperson wonders how to respond to a colleague’s joke.

• JB J. Neil Bearden is an associate professor at INSEAD.

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7 Favorite Business Case Studies to Teach Undergrads—and Why

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• Case Teaching
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FEATURED CASES

Chris and Alison Weston (A) , selected by Amy Wallis of Wake Forest University School of Business, United States

Cynthia Carroll at Anglo American (A) , selected by Mihran A. Aroian of McCombs College of Business, United States

Merck: Managing Vioxx (A) , selected by Johanna Glauber of IE University, Spain

Starbucks: Delivering Customer Service , selected by Joseph C. Miller of St. Ambrose University, United States

Swoon: Mixing Up the Perfect Marketing Cocktail , selected by Sheri L. Lambert of Fox School of Business, Temple University, United States

Tesla Motors: Financing Growth , selected by Oscar Melo-Vega Angeles of the University of Lima, Peru

Trader Joe’s , selected by Michael Roberto of Bryant University, United States

To understand how undergraduate educators use the case method and find out which cases they gravitate toward, we asked several experienced case instructors, “What is your favorite case to teach undergrads and why does it work particularly well with them?”

The cases they shared range in industry and topic—from mining to pharmaceuticals and finance to marketing—but all offer valuable learning for undergraduate students.

1. Chris and Alison Weston (A)

Chris and Alison Weston (A) is an exceptional tool to help undergraduate students grasp moral disengagement and its ethical implications. The Westons are characters that students identify with—a married couple seeking to have fulfilling, lucrative careers—which makes the case personal for them. By examining a real-world scenario and the slippery slope that the Westons found themselves on, students see how easy it is to begin practicing unethical behavior. Reading about the implications of the Westons’ actions also highlights the situation through multiple ethical lenses, driving home the importance of perspective-taking and critical-thinking skills.

Coupling this case with “ A Note on Moral Disengagement ”—which expertly explains Bandura’s work on the psychological elements of ethical decision-making—brings the concepts to life for students; they find it intriguing to identify moral disengagement mechanisms at work in the case and eye-opening to see how easily the Westons fall into predictable traps of their own making.

I like to divide the class into breakout groups so students can practice both anticipating and preventing moral disengagement, as well as intervening when they see it happening. This builds important skills for ethical leadership.

2. Cynthia Carroll at Anglo American (A)

This semester, I’m teaching undergraduate students minoring in business. Since it’s an overview course, I needed a case study that touches upon several different areas of management. My favorite case this semester is Cynthia Carroll at Anglo American (A) .

Located in South Africa, Anglo American is one of the largest mining companies in the world. The case opens with then-new (now former) CEO Cynthia Carroll learning about a fatality at one of the mining facilities. She finds the incident unacceptable and immediately closes the mine. The case is powerful—Carroll brings radical change to the organization not only in addressing worker safety but also in addressing the overall operations of an organization that employs more than 150,000 workers.

The case shows us how, despite opposition from all sides, Carroll transforms the operations of a large corporation in which worker fatality is accepted as a norm. How she engages with skeptical stakeholders and moves the mining workforce (where the illiteracy rate was 70 percent) to participate is a tremendous example of great leadership. The way she conceives her strategy is an uplifting story for undergraduates and how she improves the operational and financial performance of the company is inspiring. The opportunity to teach about leadership, organizational transformation, crisis management, changing organizational culture, and employee empowerment in one case is simply elegant.

3. Merck: Managing Vioxx (A)

When teaching cases to undergraduates, I encourage my students to put themselves in the shoes of the decision maker(s) and get their hands sweaty under the pressure. When students have less work experience, case discussions are fabulous for allowing them to apply frameworks in business decisions. Students directly experience the challenges and complexities, gaining hands-on skills for their future careers.

One of my favorite cases to teach is Merck: Managing Vioxx (A) . Students are explicitly asked to stand in the shoes of CEO Ray Gilmartin, who learns about potentially severe cardiovascular risks of the painkiller drug Vioxx. A great strength of the case is that information is presented step by step—through six supplements—simulating Ray Gilmartin’s decision situation. This setup and great supplementary video material make it an exceptionally strong case for undergraduate teaching.

4. Starbucks: Delivering Customer Service

When I teach marketing strategy to undergraduates, I like to ask the students, “Have you ever shopped at a store that felt like it was made for you, but then one day it just seemed like it sold out by becoming more mainstream?” The question elicits responses consisting of various clothing stores, restaurants, and so forth. When discussing their experiences, students often seem to suspect that the growth of a service business comes at the cost of the elements that initially drew a core group of dedicated customers.

I find that students love giving definition to marketing phenomena they’ve actually experienced and they love talking about the products and services they use. For that reason, the case Starbucks: Delivering Customer Service is a favorite of mine to introduce to strategy undergrads.

Today’s students are interested in understanding the kind of service organization Starbucks was at its onset. They are interested in knowing who Starbucks’s initial core customers are and eager to discuss Starbucks’ growth intentions in the 90s and early 2000s, as well as how it coincided with changes to the external social environment.

As a coda, I often call upon the students’ experiences with today’s Starbucks. We discuss how the company has learned to bifurcate its operation to appeal to the service-intensive core consumer as well as the product-intensive casual consumer. It’s a great case to explain the pitfalls of the wheel of retailing to undergraduates.

5. Swoon: Mixing Up the Perfect Marketing Cocktail

There are several cases that I love to use for my marketing strategy capstone course with undergraduates. One of those is Swoon: Mixing Up the Perfect Marketing Cocktail , which centers around a nimble beverage startup. Students put themselves in the shoes of the two cofounders to design a marketing strategy for branding.

Many times, I’ve had students approach me wondering, “Why don’t any of the protagonists look like me?” The Swoon case is perfect: The cofounders are young women and many of my students can relate to them or see themselves in the protagonists. The case also comes with a “meet the protagonist” video, which immerses the students in a conversation between the two founders.

Two other cases I love to use, Opera Philadelphia: Segmentation Strategies for Changing Markets and Hamilton Won More Than Twitter , deal with non-traditional businesses (an opera company and a Broadway show). Students love interacting with these cases and applying marketing theory to the arts. On top of that, the Opera Philadelphia case enables students to roll up their sleeves, analyze consumer data, and formulate a plan forward.

It is all about engagement. Teaching concepts through these cases gets our students fully engaged.

6. Tesla Motors: Financing Growth

I use several cases for my undergraduate classes. My favorite one now is Tesla Motors: Financing Growth . This case can be applied to intermediate finance courses and can be used at many levels: undergraduate, MBA, and executive education. It is also specifically perfect to use in the Financial Management in International Business course, an undergraduate course in the Faculty of Business and Economics department at the University of Lima.

These are the main reasons I love teaching with it:

It is stimulating and provocative for students. They get excited about the numbers and the discussion. It incites them to participate, explain their assumptions, and compare their answers.

The company is trending and students around the world know about it; the case provides new information on a company they know. It is also great for discussing the impact of sustainability in company valuations.

It provides the opportunity to apply various finance learnings, including the shifting price of the company and shares according to valuation method, the value stock and growth stock and why investors pay more or less for it, equity financing, comparison with the market’s price, and companies with negative profit and positive value.

I can link the concepts back to other core curriculum readings I use for the course, including Financial Accounting Reading: Introduction to Valuation and Finance Reading: Cost of Capital .

It uses simple but technical language. And while it involves many numbers, and it can be discussed in a 90-minute class.

7. Trader Joe’s

WEBINAR: USING ACTIVE LEARNING STRATEGIES WITH UNDERGRADS

For more about using active learning strategies with undergrads, watch the recording of a recent HBP webinar with Michael Roberto, Trustee Professor of Management at Bryant University. In the webinar, Why Undergraduate Students (and Faculty) Struggle with Active Learning , Roberto speaks to the challenges faculty face and recommends strategies to address those problems.

Trader Joe’s is a highly successful firm in a very challenging industry, so the case provides a great platform for exploring many concepts in competitive strategy. Moreover, the company seems to be executing a rather counterintuitive strategy, forgoing many of the services and offerings that rivals consider essential in the supermarket business. That sparks the interest of inquisitive undergraduates.

SHARE WITH US Do you have a favorite case to teach your undergraduate students? We would love to hear about it!

To find other great cases to teach undergrads, check out this collection of Engaging Cases for Undergraduate Students or browse best-selling undergraduate cases by discipline .

Amy Wallis is a full teaching professor at the Wake Forest University School of Business. As an organizational development leader and academic professional, Wallis’s teaching and expertise are in leadership, ethics, organizational behavior, team development, and change management.

Mihran A. Aroian is an assistant professor of instruction in the department of management at McCombs College of Business, University of Texas at Austin. He is a graduate of Worcester Polytechnic Institute and has an MBA from the University of Texas at Austin.

Johanna Glauber is an assistant professor in the strategy department at IE University. Her research focuses on firms’ strategy and behavior in case of failure. Having a background in management and mechanical engineering, Glauber is particularly interested in product failures in manufacturing industries, such as product recalls in the automotive industry. She also is an active member of the international research community.

Joseph C. Miller is professor and chair of the marketing and sales departments at St. Ambrose University.

Sheri L. Lambert is an associate professor of practice in the department of marketing at Temple University’s Fox School of Business where she teaches marketing strategy, digital innovation in marketing, and consumer buyer behavior at the undergraduate, graduate, and executive levels. Lambert is also academic director of the MS-Market Research Program and managing director of the Fox Center for Executive Education.

Oscar Melo-Vega Angeles is an associate professor of finance, a researcher, and the international financing area coordinator at the University of Lima. He is also responsible for the University of London program at the University of Lima. Melo-Vega has experience in researching and consulting in economics and finance. He has used cases in undergraduate classes for 15 years.

Michael Roberto  is the Trustee Professor of Management and the director of the Center for Program Innovation at Bryant University. He joined the tenured faculty at Bryant after serving for six years on the faculty at Harvard Business School.

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What is the Case Method?

The core pedagogy of Harvard Business School since the early 20th century, the case method boasts a unique ability to make complex concepts accessible and develop students’ leadership skills, all while creating an engaging intellectual atmosphere.

A “case” is a short narrative document – a story – that presents a particular challenge facing an individual or organization. Each case reflects the information available to decision-makers at the time, and builds to a particular decision point, but without revealing what decision was actually made. For each class, students are asked to read the case and to put themselves in the shoes of the actual decision-makers to consider what they themselves would have done given the information available at the time.

To help situate the decision, each case also provides background history on the most relevant issues and events leading up to the decision point. For example, a case that focuses on a decision facing Martin Luther King Jr. during the campaign for black voting rights in 1965 also traces the broader civil rights movement, as well as the history of segregation and black disenfranchisement in the U.S. since the Civil War.

In the classroom, the instructor poses questions to guide student discussion. These carefully designed questions are the key to any successful case-method course. An experienced case-method teacher is often thinking several steps ahead, anticipating what points and questions might be raised and standing ready with follow-up questions to guide the group. Active participation in class is essential to the case method’s success, and the grading metrics reflect its importance. Students quickly learn to speak up, to challenge each other, and to build on each other’s ideas.

Any professor or teacher can teach by the case method. Content expertise beyond the case itself is helpful but not required. To assist both experienced and new case-method teachers, each case has its own teaching plan: a flexible road-map for the instructor that suggests specific questions, strategies for eliciting key insights, and ideas for organizing student responses visually on a blackboard. For some cases, more extensive supporting documents known as “teaching notes” are available to fully brief the instructor on the relevant history and the multiple levels of questions he or she might consider.

“ I’ve never had this experience as a teacher before, and it's explicitly due to the case method — it's a game changer. ”

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Harvard T.H. Chan School of Public Health Case-Based Teaching & Learning Initiative

Teaching cases & active learning resources for public health education, case library.

The Harvard Chan Case Library is a collection of teaching cases with a public health focus, written by Harvard Chan faculty, case writers, and students, or in collaboration with other institutions and initiatives.

Use the filters at right to search the case library by subject, geography, health condition, and representation of diversity and identity to find cases to fit your teaching needs. Or browse the case collections below for our newest cases, cases available for free download, or cases with a focus on diversity. 

Using our case library

Access to cases.

Many of our cases are available for sale through Harvard Business Publishing in the  Harvard T.H. Chan case collection . Others are free to download through this website .

Cases in this collection may be used free of charge by Harvard Chan course instructors in their teaching. Contact  Allison Bodznick , Harvard Chan Case Library administrator, for access.

Access to teaching notes

Teaching notes are available as supporting material to many of the cases in the Harvard Chan Case Library. Teaching notes provide an overview of the case and suggested discussion questions, as well as a roadmap for using the case in the classroom.

Access to teaching notes is limited to course instructors only.

• Teaching notes for cases available through  Harvard Business Publishing may be downloaded after registering for an Educator account .
• To request teaching notes for cases that are available for free through this website, look for the "Teaching note  available for faculty/instructors " link accompanying the abstract for the case you are interested in; you'll be asked to complete a brief survey verifying your affiliation as an instructor.

Using the Harvard Business Publishing site

Faculty and instructors with university affiliations can register for Educator access on the Harvard Business Publishing website,  where many of our cases are available . An Educator account provides access to teaching notes, full-text review copies of cases, articles, simulations, course planning tools, and discounted pricing for your students.

What's New

Atkinson, M.K. , 2023. Organizational Resilience and Change at UMass Memorial , Harvard Business Publishing: Harvard T.H. Chan School of Public Health. Available from Harvard Business Publishing Abstract The UMass Memorial Health Care (UMMHC or UMass) case is an examination of the impact of crisis or high uncertainty events on organizations. As a global pandemic unfolds, the case examines the ways in which UMMHC manages crisis and poses questions around organizational change and opportunity for growth after such major events. The case begins with a background of UMMHC, including problems the organization was up against before the pandemic, then transitions to the impact of crisis on UMMHC operations and its subsequent response, and concludes with challenges that the organization must grapple with in the months and years ahead. A crisis event can occur at any time for any organization. Organizational leaders must learn to manage stakeholders both inside and outside the organization throughout the duration of crisis and beyond. Additionally, organizational decision-makers must learn how to deal with existing weaknesses and problems the organization had before crisis took center stage, balancing those challenges with the need to respond to an emergency all the while not neglecting major existing problem points. This case is well-suited for courses on strategy determination and implementation, organizational behavior, and leadership.

The case describes the challenges facing Shlomit Schaal, MD, PhD, the newly appointed Chair of UMass Memorial Health Care’s Department of Ophthalmology. Dr. Schaal had come to UMass in Worcester, Massachusetts, in the summer of 2016 from the University of Louisville (KY) where she had a thriving clinical practice and active research lab, and was Director of the Retina Service. Before applying for the Chair position at UMass she had some initial concerns about the position but became fascinated by the opportunities it offered to grow a service that had historically been among the smallest and weakest programs in the UMass system and had experienced a rapid turnover in Chairs over the past few years. She also was excited to become one of a very small number of female Chairs of ophthalmology programs in the country. 

Dr. Schaal began her new position with ambitious plans and her usual high level of energy, but immediately ran into resistance from the faculty and staff of the department.  The case explores the steps she took, including implementing a LEAN approach in the department, and the leadership approaches she used to overcome that resistance and build support for the changes needed to grow and improve ophthalmology services at the medical center. 

This case describes efforts to promote racial equity in healthcare financing from the perspective of one public health organization, Community Care Cooperative (C3). C3 is a Medicaid Accountable Care Organization–i.e., an organization set up to manage payment from Medicaid, a public health insurance option for low-income people. The case describes C3’s approach to addressing racial equity from two vantage points: first, its programmatic efforts to channel financing into community health centers that serve large proportions of Black, Indigenous, People of Color (BIPOC), and second, its efforts to address racial equity within its own internal operations (e.g., through altering hiring and promotion processes). The case can be used to help students understand structural issues pertaining to race in healthcare delivery and financing, to introduce students to the basics of payment systems in healthcare, and/or to highlight how organizations can work internally to address racial equity.

Kerrissey, M.J. & Kuznetsova, M. , 2022. Killing the Pager at ZSFG , Harvard Business Publishing: Harvard T.H. Chan School of Public Health case collection. Available from Harvard Business Publishing Abstract This case is about organizational change and technology. It follows the efforts of one physician as they try to move their department past using the pager, a device that persisted in American medicine despite having long been outdated by superior communication technology. The case reveals the complex organizational factors that have made this persistence possible, such as differing interdepartmental priorities, the perceived benefits of simple technology, and the potential drawbacks of applying typical continuous improvement approaches to technology change. Ultimately the physician in the case is not able to rid their department of the pager, despite pursuing a thorough continuous improvement effort and piloting a viable alternative; the case ends with the physician having an opportunity to try again and asks students to assess whether doing so is wise. The case can be used in class to help students apply the general concepts of organizational change to the particular context of technology, discuss the forces of stasis and change in medicine, and to familiarize students with the uses and limits of continuous improvement methods. 

Yatsko, P. & Koh, H. , 2021. Dr. Joan Reede and the Embedding of Diversity, Equity, and Inclusion at Harvard Medical School , Harvard T.H. Chan School of Public Health case collection. Available from Harvard Business Publishing Abstract For more than 30 years, Dr. Joan Reede worked to increase the diversity of voices and viewpoints heard at Harvard Medical School (HMS) and at its affiliate teaching hospitals and institutes. Reede, HMS’s inaugural dean for Diversity and Community Partnership, as well as a professor and physician, conceived and launched more than 20 programs to improve the recruitment, retention, and promotion of individuals from racial and ethnic groups historically underrepresented in medicine (UiMs). These efforts have substantially diversified physician faculty at HMS and built pipelines for UiM talent into academic medicine and biosciences. Reede helped embed the promotion of diversity, equity, and inclusion (DEI) not only into Harvard Medical School’s mission and community values, but also into the DEI agenda in academic medicine nationally. To do so, she found allies and formed enduring coalitions based on shared ownership. She bootstrapped and hustled for resources when few readily existed. And she persuaded skeptics by building programs using data-driven approaches. She also overcame discriminatory behaviors and other obstacles synonymous with being Black and female in American society. Strong core values and sense of purpose were keys to her resilience, as well as to her leadership in the ongoing effort to give historically marginalized groups greater voice in medicine and science.

Cases Available for Free Download

Weinberger, E. , 2014. Beauty and the Breast: Mobilizing Community Action to Take on the Beauty Industry , Harvard T.H. Chan School of Public Health: Strategic Training Initiative for the Prevention of Eating Disorders (STRIPED). Download free of charge Abstract How does one learn to become an effective advocate? “Beauty and the Breast: Mobilizing Community Action to Take on the Beauty Industry” tells the story of protagonist Joe Wendell, known as Wendell, an emergency room nurse and widower raising a teenage daughter in Franklin, a largely working class town in the fictional US state of Columbia. One day his daughter announces she would like to have breast implants. The distressing news prompts Wendell into new, unforeseen directions as he learns all he can about implants and surgery, the “beauty culture” permeating society especially in his community, and the psychological development of teenagers. Though relieved to find out that as long as she is a minor she cannot legally obtain the surgery without his consent (and, no doubt, without his cash), Wendell starts to believe that greater protections for teen girls in Columbia are needed. In this effort he is guided by the confident figure of Anna Pinto, director of a community center in an East Franklin neighborhood with a vibrant Brazilian-American community where cosmetic surgery, especially for girls and young women, is something she perceives to be a particular problem and has some ideas about how to address. Teaching note available for faculty/instructors .

Weinberger, E. , 2015. Weighing the Evidence: One University Takes a Hard Look at Disordered Eating Among Athletes , Harvard T.H. Chan School of Public Health: Strategic Training Initiative for the Prevention of Eating Disorders (STRIPED). Download free of charge Abstract Colburn University is the largest private university in the fictitious state of Columbia and is often recognized by people from distant parts of the country for its award-winning Division I athletic teams. That’s why when athletic director Harry Ritchie makes an offhanded comment about Colburn student-athletes with eating disorders, the press pounces. This incident coupled with a complaint from a parent draws the attention of Dean Francis Reilly, who finds himself needing to peel back some of the layers embedding college athletics on the issue of eating disorders among athletes. Throughout the narrative, different perspectives on sports and eating disorders are revealed from top-level administrators, like Dean Reilly, to the student-athletes themselves. As the story concludes, the conversation about eating disorders has begun, but questions still remain on how to make Colburn University a healthy environment for its student-athletes. Intermediate and advanced level teaching notes  available for faculty/instructors .

In February 2015, technical staff reviewed the results from a jointly conducted study on malaria control. This study had major implications for malaria in Zambia—and elsewhere. The preliminary analysis strongly suggested that the study’s Mass Drug Administration (MDA) strategy was reducing the incidence of malaria disease. In addition, MDA seemed to be driving down the infection reservoir among asymptomatic people in the study area of the Southern Province of Zambia. Further analysis with mathematical models indicated that if the intervention was sustained so current trends continued, then the MDA strategy would make it possible to eliminate malaria in the Southern Province. 

If malaria could be eliminated in one region of Zambia, that would provide new evidence and motivation to work towards elimination throughout the country, an ambitious goal. But it would not be easy to move from conducting one technical study in a single region to creating a national strategy for malaria elimination. The scientists realized that their new data and analyses—of malaria infections, mosquito populations, and community health worker activities—were not enough. A national malaria elimination effort would require mobilizing many partners, national and local leaders, and community members, and convincing them to get on board with this new approach. 

Teaching note available for faculty/instructors .

Rossano, P. & Johnson, P. , 2015. Adrienne Germain: A Leader in Women's Health Rights , Harvard University: Global Health Education and Learning Incubator. Access online Abstract This case explores strategies for changing policy and attitudes at national and international levels through the lens of women’s health. Adrienne Germain: A Leader in Women’s Health Rights charts the career of Adrienne Germain, a leader in the field of women’s sexual and reproductive health and rights (SRHR). Germain successfully broadened and shifted the area of reproductive health to encompass SRHR. While the context of this case is women’s health, Germain’s strategies and choices would also interest those focused on generating lasting social change. The lessons students could learn from the use of this case in classroom discussion easily extend beyond women’s health to areas of social change, political advocacy, and the importance of judicious negotiation in health policy efforts. 

Alidina, S., Paulus, J. & Kane, N.M. , 2009. Malaria and DDT in Uganda , Harvard Business Publishing: Harvard T.H. Chan School of Public Health case collection. Download free of charge Abstract In October 2008, Dr. Richard Mgaga, Head of the Malaria Control Programme in Uganda reviewed the monthly malaria statistics report for the district of Apac, which in April of 2008 had undergone a pilot indoor residual spraying (IRS) program using DDT in a campaign to prevent mosquitoes from biting and spreading malaria. The campaign was halted by a court injunction requested by organic farmers, exporters and environmentalists in May 2008, and the injunction was upheld by the High Court in June. In early August, the Uganda Health Ministry began spraying a pyrethroid insecticide in place of DDT. Meanwhile the Ugandan Attorney General was challenging the High Court’s decision.  Dr. Mugaga was under pressure by the Presidential Malaria Initiative (PMI) to undertake a full program of IRS in 300,000 households in the northern districts of Uganda, including Apac. However, he was unsure whether to proceed, given the opposition and apparent problems that surfaced when the Apac pilot was implemented. Teaching note available for faculty/instructors .

Focus on Diversity, Equity, and Inclusion

On February 1, 2020, Jessie Gaeta, the chief medical officer for Boston Health Care for the Homeless Program (BHCHP), received news that a student in Boston had tested positive for the novel coronavirus virus that causes COVID-19 disease. Since mid-January, Gaeta had been following reports of the mysterious virus that had been sickening people in China. Gaeta was concerned. Having worked for BHCHP for 18 years, she understood how vulnerable people experiencing homelessness were to infectious diseases. She knew that the nonprofit program, as the primary medical provider for Boston’s homeless population, would have to lead the city’s response for that marginalized community. She also knew that BHCHP, as the homeless community’s key medical advocate, not only needed to alert local government, shelters, hospitals, and other partners in the city’s homeless support network, but do so in a way that spurred action in time to prevent illness and death. 

The case study details how BHCHP’s nine-person incident command team quickly reorganized the program and built a detailed response, including drastically reducing traditional primary care services, ramping up telehealth, and redeploying and managing staff. It describes how the team worked with partners and quickly designed, staffed, and made operational three small alternative sites for homeless patients, despite numerous challenges. The case then ends with an unwelcome discovery: BHCHP’s first universal testing event at a large city shelter revealed that one-third of nearly 400 people there had contracted COVID-19, that most of the infected individuals did not report symptoms, and that other large city shelters were likely experiencing similar outbreaks. To understand how BHCHP and its partners subsequently popped up within a few days a 500-bed field hospital, which BHCHP managed and staffed for the next two months, see Boston Health Care for the Homeless (B): Disaster Medicine and the COVID-19 Pandemic.  

Weinberger, E. , 2017. Coloring the Narrative: How to Use Storytelling to Create Social Change in Skin Tone Ideals , Harvard T.H. Chan School of Public Health: Strategic Training Initiative for the Prevention of Eating Disorders (STRIPED). Download free of charge Abstract Many millions of people around the world experience the pervasive, and often painful, societal messages of colorism, where lighter skin tones are asserted to be more attractive and to reflect greater affluence, power, education, and social status. Even in places where the destructive effects of colorism are fairly well understood, far less is known about the problem of skin-lightening (really, it’s “skin bleaching”) creams and lotions, and the health risks that consumers assume with these products. In this teaching case, the protagonists are two women who have recently immigrated to the United States from Nigeria and Thailand, both with a life-time of experience with these products like many of the women of their home countries. As the story unfolds, they struggle along with the rest of the characters to copy with the push and pull of community norms vs. commercial influences and the challenge of promoting community health in the face of many societal and corporate obstacles. How can the deeply ingrained messages of colorism be effectively confronted and transformed to advance social change without alienating the community members we may most want to reach? Teaching note and supplemental slides available for faculty/instructors .

Al Kasir, A., Coles, E. & Siegrist, R. , 2019. Anchoring Health beyond Clinical Care: UMass Memorial Health Care’s Anchor Mission Project , Harvard Business Publishing: Harvard T.H. Chan School of Public Health case collection. Available from Harvard Business Publishing Abstract As the Chief Administrative Officer of UMass Memorial Health Care (UMMHC) and president of UMass Memorial (UMM) Community Hospitals, Douglas Brown had just received unanimous and enthusiastic approval to pursue his "Anchor Mission" project at UMMHC in Worcester, Massachusetts. He was extremely excited by the board's support, but also quite apprehensive about how to make the Anchor Mission a reality. Doug had spearheaded the Anchor Mission from its earliest exploratory efforts. The goal of the health system's Anchor Mission-an idea developed by the Democracy Collaborative, an economic think tank-was to address the social determinants of health in its community beyond the traditional approach of providing excellent clinical care. He had argued that UMMHC had an obligation as the largest employer and economic force in Central Massachusetts to consider the broader development of the community and to address non-clinical factors, like homelessness and social inequality that made people unhealthy. To achieve this goal, UMMHC's Anchor Mission would undertake three types of interventions: local hiring, local sourcing/purchasing, and place-based community investment projects. While the board's enthusiasm was palpable and inspiring, Doug knew that sustaining it would require concrete accomplishments and a positive return on any investments the health system made in the project. The approval was just the first step. Innovation and new ways of thinking would be necessary. The bureaucracy behind a multi-billion-dollar healthcare organization would need to change. Even the doctors and nurses would need to change! He knew that the project had enormous potential but would become even more daunting from here.

Yatsko, P. & Koh, H. , 2017. Dr. Jim O'Connell, Managing Crisis, and Advocating for Boston's Chronically Homeless Community , Harvard Business Publishing: Harvard T.H. Chan School of Public Health case collection. Available from Harvard Business Publishing Abstract A deep sense of foreboding filled Dr. James O'Connell and his team at Boston Health Care for the Homeless (BHCHP) in October 2014. The Boston mayor's office had just condemned the 64-year-old bridge that provided the only passage to the island in Boston Harbor housing the city's largest homeless shelter. It did not have a long-term contingency shelter plan in place and the city's other shelters were full. With winter fast approaching, O'Connell, who had been serving Boston's homeless population for over a quarter century, feared some of the city's dispossessed would die on the streets from cold. BHCHP would be hard pressed to provide them the medical care they needed. To implement his solution-reopening the Boston Night Center-O'Connell had to overcome the disinterest of BHCHP's traditional allies in the homeless service provider community, who for a number of years had been channeling their energies away from sheltering toward permanent housing solutions. The Boston Night Center's reopening helped achieve an unprecedented feat for the City of Boston: Not a single homeless person died from the elements that winter, the harshest in the city's recorded history. O'Connell parlayed this achievement into city and state financial support for the Boston Night Center for the next several years. How did O'Connell work with stakeholders to accomplish his goal? What could he do to maintain financial support for the Boston Night Center and shelter programs in Boston more generally?

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Browse our case library

Bossert, T. , 2007. Lowering the Cost of Drugs in the Philippines: A Health Sector Reform Agenda , Harvard T.H. Chan School of Public Health. Abstract Governor A was preparing for a forum on health sector reforms to be held the next week. The Governor wanted to make health reform one of her flagship programs during the upcoming local elections, and, in particular, wanted to consider ways of lowering the cost of drugs for the poor who were faced with huge out-of-pocket expenses for medications. The case focuses on issues of health reform implementation, using the problem of high cost pharmaceuticals as an example. Case available upon request from author .

Holman, S.R. & Balsari, S. , 2017. Stampede at the Kumbh Mela: Preventable Accident? , Harvard University: Global Health Education and Learning Incubator. Access online Abstract This teaching case describes the fatal stampede in Allahabad, India during the 2013 Kumbh Mela festival, and the lessons it offers for thinking about global health risks and responses to unintentional accidents and injuries related to mass gatherings. The case is part of a teaching pack, “Accidents & Injuries: Lessons from a Stampede,” which also includes a companion instructor’s guide, discussion guide, role-play exercise, annotated bibliography, and glossary of terms. The case is suitable for undergraduate and graduate classes in the study of religion, humanitarian aid, public health, and emergency medicine with a focus on disaster management.

Carrasco, H., et al. , 2019. The Story of Esdras: Child Malnutrition as a Social Condition , Harvard University: Social Medicine Consortium. Download free of charge Abstract This case tells the story of Dr. Roblero, a newly-graduated Mexican physician working in the rural community of La Soledad, who cares for Esdras, a young boy suffering from chronic malnutrition and pneumonia. Dr. Roblero and a team of providers subsequently seek to address the structural determinants of malnutrition through numerous interventions including education campaigns, homestead gardens, and poultry husbandry. This case details the challenges they encounter as they explore novel ways to improve child nutrition in La Soledad. Teaching note available for faculty/instructors.

• “Everybody’s Business": Mobilizing Citizens During Liberia’s Ebola Outbreak, 2014–2015
• All Hands on Deck: The US Response to West Africa’s Ebola Crisis, 2014-2015
• Chasing an Epidemic: Coordinating Liberia’s Response to Ebola, 2014–2015
• Filling Skill Gaps: Mobilizing Human Resources in the Fight Against Ebola, 2014-2015
• Offering a Lifeline: Delivering Critical Supplies to Ebola-Affected Communities in Liberia, 2014-2015
• The Hunt for Ebola: Building a Disease Surveillance System in Liberia, 2014–2015

Quelch, J.A. & Rodriguez, M. , 2014. Royal Caribbean Cruises, Ltd.: Safety, Environment and Health , Harvard Business Publishing. Available from Harvard Business Publishing Abstract In January 2014, Gary Bald, senior vice president of Safety, Environment and Health at Royal Caribbean Cruise Lines (RCL), prepared for a review meeting with the company's chief executive, Adam Goldstein, and chairman, Richard Fain. Prior to joining RCL in 2006, Bald had spent 28 years with the Federal Bureau of Investigation. After seven years of upgrading security for the cruise line, Bald stated, "We've come a long way, but what keeps me up at night is what I don't know." As he prepared for his meeting with Fain and Goldstein, Bald considered whether his department's current initiatives would be sufficient to maintain RCL's position at the cutting edge of cruise industry best practice, and whether RCL could and should differentiate itself in marketing from its competitors in the areas of safety, environment and health.

2019. The Case Centre . Visit website A non-profit clearing house for materials on the case method, the Case Centre holds a large and diverse collection of cases, articles, book chapters and teaching materials, including the collections of leading business schools across the globe.

Holman, S.R. & Shayegan, L. , 2014. Toilets and Sanitation at the Kumbh Mela , Harvard University: Global Health Education and Learning Incubator. Access online Abstract This case describes efforts to balance public health concerns with religious and cultural practices of religion pilgrims in India. The Kumbh Mela festival, the largest mass gathering in the world, takes place every 12 years in Allahabad, India. Pilgrims at the 2013 festival followed toilet and water sanitation practices common in South Asia, practicing defecation in both designated areas (contained squat toilets and private “flag” areas for open defecation) as well as public defecation in the sand or by the riverbanks. The construction of the site - and organization of the facilities to support it - follow a detailed system that has developed over decades of close collaborations with national, state, and regional governments and religious leaders, and includes the provision of clean drinking water and public toilets. This case describes efforts by government officials during the 2013 festival to ensure and maintain adequate and appropriate sanitation facilities (toilets and the use of safe drinking water) and the long-term impact of the observed practices on the physical environment. The case introduces students to the conditions and challenges of water and sanitation as it relates to cultural issues (social determinants of health) in global communities with limited resource for optimal health governance.

Novick, L.F., Morrow, C.B. & Novick, C. , 2017. JPHMP’s 21 Public Health Case Studies on Policy & Administration , Taylor & Francis. Publisher's Version Abstract From the Journal of Public Health Management and Practice , these 21 cases showcase real-life examples of how to strategize and execute policies and practices when confronted with issues such as disease containment, emergency preparedness, and organizational, management, and administrative problems. These cases can be used as tools to develop competencies designated in the new CEPH (Council on Education for Public Health) accreditation criteria.

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The Case Study Teaching Method

It is easy to get confused between the case study method and the case method , particularly as it applies to legal education. The case method in legal education was invented by Christopher Columbus Langdell, Dean of Harvard Law School from 1870 to 1895. Langdell conceived of a way to systematize and simplify legal education by focusing on previous case law that furthered principles or doctrines. To that end, Langdell wrote the first casebook, entitled A Selection of Cases on the Law of Contracts , a collection of settled cases that would illuminate the current state of contract law. Students read the cases and came prepared to analyze them during Socratic question-and-answer sessions in class.

The Harvard Business School case study approach grew out of the Langdellian method. But instead of using established case law, business professors chose real-life examples from the business world to highlight and analyze business principles. HBS-style case studies typically consist of a short narrative (less than 25 pages), told from the point of view of a manager or business leader embroiled in a dilemma. Case studies provide readers with an overview of the main issue; background on the institution, industry, and individuals involved; and the events that led to the problem or decision at hand. Cases are based on interviews or public sources; sometimes, case studies are disguised versions of actual events or composites based on the faculty authors’ experience and knowledge of the subject. Cases are used to illustrate a particular set of learning objectives; as in real life, rarely are there precise answers to the dilemma at hand.

Our suite of free materials offers a great introduction to the case study method. We also offer review copies of our products free of charge to educators and staff at degree-granting institutions.

For more information on the case study teaching method, see:

• Martha Minow and Todd Rakoff: A Case for Another Case Method
• HLS Case Studies Blog: Legal Education’s 9 Big Ideas
• Teaching Units: Problem Solving , Advanced Problem Solving , Skills , Decision Making and Leadership , Professional Development for Law Firms , Professional Development for In-House Counsel
• Educator Community: Tips for Teachers

Watch this informative video about the Problem-Solving Workshop:

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• Case Teaching Resources

Teaching With Cases

Included here are resources to learn more about case method and teaching with cases.

What Is A Teaching Case?

This video explores the definition of a teaching case and introduces the rationale for using case method.

Narrated by Carolyn Wood, former director of the HKS Case Program

Learning by the Case Method

Questions for class discussion, common case teaching challenges and possible solutions, teaching with cases tip sheet, teaching ethics by the case method.

The case method is an effective way to increase student engagement and challenge students to integrate and apply skills to real-world problems. In these videos,  Using the Case Method to Teach Public Policy , you'll find invaluable insights into the art of case teaching from one of HKS’s most respected professors, Jose A. Gomez-Ibanez.

Chapter 1: Preparing for Class (2:29)

Chapter 2: How to begin the class and structure the discussion blocks (1:37)

Chapter 3: How to launch the discussion (1:36)

Chapter 4: Tools to manage the class discussion (2:23)

Chapter 5: Encouraging participation and acknowledging students' comments (1:52)

Chapter 6: Transitioning from one block to the next / Importance of body (2:05)

Chapter 7: Using the board plan to feed the discussion (3:33)

Chapter 8: Exploring the richness of the case (1:42)

Chapter 9: The wrap-up. Why teach cases? (2:49)

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Harvard Style Guide: Case studies

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Reference : Author/editor Last name, Initials. (Year) 'Title of case study' [Case Study], Journal Title, Volume (Issue), pp. page numbers. Available at: URL [Accessed Day Month Year].

Ofek, E., Avery, J., Rudolph, S., Martins Gomes, V., Saadat, N., Tsui, A., & Shroff, Y. (2014) 'Case study second thoughts about a strategy shift' [Case Study], Harvard Business Review , 92(12), pp. 125-129. Available at: http://search.ebscohost.com/login.aspx?direct=true&db=bth&AN=99621003&site=ehost-live [Accessed 10 December 2014].

In-Text-Citation :

• (Author last name, Year)
• Author last name (Year)...
• In their case study Ofek et al. (2014) describe how marketing to the young generation...

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In This Section

The program has developed an extensive catalogue of case studies addressing crisis events. These cases serve as an important tool for classroom study, prompting readers to think about the challenges different types of crises pose for public safety officials, political leaders, and the affected communities at large.

The following cases, here organized into three broad categories, are available through the  Harvard Kennedy School Case Program ; click on a case title to read a detailed abstract and purchase the document. A selection of these cases are also available in the textbooks Managing Crises: Responses to Large-Scale Emergencies  (Howitt and Leonard, with Giles, CQ Press) and Public Health Preparedness: Case Studies in Policy and Management (Howitt, Leonard, and Giles, APHA Press), both of which contain fifteen cases as well as corresponding conceptual material to support classroom instruction.

Natural Disasters, Infrastructure Failures, and Systems Collapse

At the Center of the Storm: San Juan Mayor Carmen Yulín Cruz and the Response to Hurricane Maria (Case and Epilogue) This case profiles how Carmen Yulín Cruz, Mayor of San Juan, Puerto Rico, led her City’s response to Hurricane Maria, which devastated the island and neighboring parts of the Caribbean in the fall of 2017. By highlighting Cruz’s decisions and actions prior to, during, and following the storm’s landfall, the case provides readers with insight into the challenges of preparing for and responding to severe crises like Maria. It illustrates how several key factors—including San Juan’s pre-storm preparedness efforts, the City’s relationships with other jurisdictions and entities, and the ability to adapt and improvise in the face of novel and extreme conditions—shaped the response to one of the worst natural disasters in American history.

A Cascade of Emergencies: Responding to Superstorm Sandy in New York City (A and B) On October 29, 2012, Superstorm Sandy made landfall near Atlantic City, New Jersey. Sandy’s massive size, coupled with an unusual combination of meteorological conditions, fueled an especially powerful and destructive storm surge, which caused unprecedented damage in and around New York City, the country’s most populous metropolitan area, as well as on Long Island and along the Jersey Shore. This two-part case study focuses on how New York City prepared for the storm’s arrival and then responded to the cascading series of emergencies – from fires, to flooding, to power failures – that played out as it bore down on the region. Profiling actions taken at the local level by emergency response agencies like the New York City Fire Department (FDNY), the case also explores how the city coordinated with state and federal partners – including both the state National Guard and federal military components – and illustrates both the advantages and complications of using military assets for domestic emergency response operations.

Part B of the case highlights the experience of Staten Island, which experienced the worst of Sandy’s wrath. In the storm’s wake, frustration over the speed of the response triggered withering public criticism from borough officials, leading to concerns that a political crisis was about to overwhelm the still unfolding relief effort.

Surviving the Surge: New York City Hospitals Respond to Superstorm Sandy Exploring the experiences of three Manhattan-based hospitals during Superstorm Sandy in 2012, the case focuses on decisions made by each institution about whether to shelter-in-place or evacuate hundreds of medically fragile patients -- the former strategy running the risk of exposing individuals to dangerous and life-threatening conditions, the latter being an especially complex and difficult process, not without its own dangers. "Surviving the Surge" illustrates the very difficult trade-offs hospital administrators and local and state public health authorities grappled with as Sandy bore down on New York and vividly depicts the ramifications of these decisions, with the storm ultimately inflicting serious damage on Manhattan and across much of the surrounding region. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Ready in Advance: The City of Tuscaloosa’s Response to the 4/27/11 Tornado On April 27, 2011, a massive and powerful tornado leveled 1/8 of the area of Tuscaloosa, AL. Doctrine called for the County Emergency Management Agency (EMA) to take the lead in organizing the response to the disaster – but one of the first buildings destroyed during the event housed the County EMA offices, leaving the agency completely incapacitated. Fortunately, the city had taken several steps in the preceding years to prepare for responding to a major disaster. This included having sent a delegation of 70 city officials and community leaders, led by Tuscaloosa Mayor Walter Maddox, to a week-long training organized by FEMA. “Ready in Advance” reveals how that training, along with other preparedness activities undertaken by the city, would pay major dividends in the aftermath of the tornado, as the mayor and his staff set forth to respond to one of the worst disasters in Tuscaloosa’s history.

The Deepwater Horizon Oil Spill: The Politics of Crisis Response (A and B) Following the sinking of the Deepwater Horizon drilling rig in late April 2010, the Obama administration organized a massive response operation to contain the oil spreading across the Gulf of Mexico. Attracting intense public attention, the response adhered to the Oil Pollution Act of 1990, a federal law that the crisis would soon reveal was not well understood – or even accepted – by all relevant parties.

This two-part case series profiles how senior officials from the U.S. Department of Homeland Security sought to coordinate the actions of a myriad of actors, ranging from numerous federal partners; the political leadership of the affected Gulf States and sub-state jurisdictions; and the private sector. Case A overviews the disaster and early response; discusses the formation of a National Incident Command (NIC); and explores the NIC’s efforts to coordinate the actions of various federal entities. Case B focuses on the challenges the NIC encountered as it sought to engage with state and local actors – an effort that would grow increasingly complicated as the crisis deepened throughout the spring and summer of 2010.

The 2010 Chilean Mining Rescue (A and B) On August 5, 2010, 700,000 tons of rock caved in Chile's San José mine. The collapse buried 33 miners at a depth almost twice the height of the Empire State Building-over 600 meters (2000 feet) below ground. Never had a recovery been attempted at such depths, let alone in the face of challenges like those posed by the San José mine: unstable terrain, rock so hard it defied ordinary drill bits, severely limited time, and the potentially immobilizing fear that plagued the buried miners. The case describes the ensuing efforts that drew the resources of countless people and multiple organizations in Chile and around the world.

The National Guard’s Response to the 2010 Pakistan Floods Throughout the summer of 2010, Pakistan experienced severe flooding that overtook a large portion of the country, displacing millions of people, causing extensive physical damage, and resulting in significant economic losses. This case focuses on the role of the National Guard (and of the U.S. military, more broadly) in the international relief effort that unfolded alongside that of Pakistan’s government and military. In particular it highlights how various Guard and U.S. military assets that had been deployed to Afghanistan as part of the war there were reassigned to support the U.S.’s flood relief efforts in Pakistan, revealing the successes and challenges of transitioning from a war-footing to disaster response. In exploring how Guard leaders partnered with counterparts from other components of the U.S. government, Pakistani officials, and members of the international humanitarian community, the case also examines how they navigated a set of difficult civilian-military dynamics during a particularly tense period in US-Pakistan relations.

Inundation: The Slow-Moving Crisis of Pakistan’s 2010 Floods (A, B, and Epilogue) In summer 2010, unusually intense monsoon rains in Pakistan triggered slow-moving floods that inundated a fifth of the country and displaced millions of people. This case describes how Pakistan’s Government responded to this disaster and highlights the performance of the country’s nascent emergency management agency, the National Disaster Management Authority, as well as the integration of international assistance.

"Operation Rollback Water": The National Guard’s Response to the 2009 North Dakota Floods   ( A ,  B , and   Epilogue ) In spring 2009, North Dakota experienced some of the worst flooding in the state’s history. The state's National Guard responded by mobilizing thousands of its troops and working in concert with personnel and equipment from six other states. This case profiles the National Guard’s preparations for and response to the floods and focuses on coordination within the National Guard, between the National Guard and civilian government agencies, and between the National Guard and elected officials.

Typhoon Morakot Strikes Taiwan, 2009 (A, B, and C) In less than four days, Typhoon Morakot dumped close to 118 inches of rain on Taiwan, flooding cities, towns, and villages; washing away roads and bridges; drowning farmland and animals; and triggering mudslides that buried entire villages. With the typhoon challenging its emergency response capacity, Taiwan’s government launched a major rescue and relief operation. But what began as a physical disaster soon became a political disaster for the President and Prime Minister, as bitter criticism came from citizens, the opposition party, and the President’s own supporters.

Getting Help to Victims of 2008 Cyclone Nargis: AmeriCares Engages with Myanmar's Military Government (Case and Epilogue) In May 2008, Cyclone Nargis in Myanmar (Burma) left 138,373 dead or missing and 2.4 million survivors’ livelihoods in doubt, making it the country’s worst natural disaster and one of the deadliest cyclones ever. Friendly Asian countries as well as western governments which previously had used economic sanctions to isolate Myanmar’s military government now sought to provide aid to Myanmar’s people. But they met distrust and faced adversarial relationships from a suspicious government, reluctant to open its borders to outsiders.

China's Blizzards of 2008 From January 10-February 6, a series of heavy snow storms intertwined with ice storms and subzero temperatures created China’s worst winter weather in 50 years. The storms closed airports and paralyzed trains and roads, damaged power grids and water supplies, caused massive black-outs, and left several cities in hard-hit areas isolated and threatened. The disruption of the power supply and transport also severely affected the production and flow of consumer goods and industrial materials, triggering a cascade of crisis nationwide. Coal reserves at power plants were nearly exhausted, production was significantly cut back at big factories, the chronic winter power shortage was exacerbated, and food prices spiked sharply in many areas because of shortages.

Thin on the Ground: Deploying Scarce Resources in the October 2007 Southern California Wildfires  When wildfires swept across Southern California in October 2007, firefighting resources were stretched dangerously thin. Readers are prompted to put themselves in the shoes of public safety authorities and consider how organizations can best address resource scarcities in advance of and during emergency situations.

"Broadmoor Lives:" A New Orleans Neighborhood’s Battle to Recover from Hurricane Katrina (A, B, and Sequel) Stunned by a city planning committee’s proposal to give New Orleans neighborhoods hard-hit by Hurricane Katrina just four months to prove they were worth rebuilding, the Broadmoor community organized and implemented an all-volunteer redevelopment planning effort to bring their neighborhood back to life.

Gridlock in Texas (A and B) As Hurricane Rita bore down on the Houston metro area in mid-September 2005, just a few weeks after Hurricane Katrina had devastated the Gulf Coast, millions of people flocked to the roadways. Part A details the massive gridlock that ensued, illustrating the challenges of implementing safe evacuations and of communicating effectively amidst great fear. Part B explores post-storm efforts to improve evacuation policies and procedures -- and how the resulting plans measured up in 2008, when the area was once again under threat, this time from Hurricane Ike.

Wal-Mart’s Response to Hurricane Katrina: Striving for a Public-Private Partnership (Case and Sequel) This case explores Wal-Mart's efforts to provide relief in the immediate aftermath of Hurricane Katrina, raising important questions about government’s ability to take full advantage of private sector capabilities during large-scale emergencies. (Included in Howitt & Leonard, Managing Crises)

Moving People out of Danger: Special Needs Evacuations from Gulf Coast Hurricanes (A and B ) In the face of Hurricanes Katrina and Rita, officials in Louisiana and Texas grappled with the challenging task of evacuating people with medical and other special needs to safety. The shortcomings of those efforts sparked major initiatives to improve evacuation procedures for individuals requiring transportation assistance – plans that got a demanding test when Hurricanes Gustav and Ike threatened the Gulf Coast in the fall of 2008. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Hurricane Katrina:  (A) Preparing for the Big One , and  (B) Responding to an "Ultra-Catastrophe" in New Orleans Exploring the failed response to Hurricane Katrina and its implications for the greater New Orleans area, the case begins with a review of pre-event planning and preparedness efforts. Part B details the largely ineffective governmental response to the rapidly escalating crisis.  (Included in Howitt & Leonard, Managing Crises; Also available in abridged form.)

Rebuilding Aceh: Indonesia's BRR Spearheads Post-Tsunami Recovery (Case and Epilogue) The December 26, 2004, Indian Ocean tsunami caused tremendous damage and suffering on several continents, with Indonesia's Aceh Province, located on the far northern tip of Sumatra Island, experiencing the very worst. In the tsunami's wake, the Indonesian government faced a daunting task of implementing a large-scale recovery effort, and to coordinate the many reconstruction projects that soon began to emerge across Aceh, Indonesia's president established a national-level, ad hoc agency, which came to be known by its acronym BRR. This case examines the challenges encountered by BRR's leadership as it sought to implement an effective recovery process.

When Imperatives Collide: The 2003 San Diego Firestorm   (Case and Epilogue) In October 2003, multiple wildfires burned across southern California. Focusing on the response to the fires, this case explores what can happen when an operational norm — to fight fires effectively but safely — collides with the political imperative to override established procedures to protect the public.  (Included in Howitt & Leonard, Managing Crises)

"Almost a Worst Case Scenario:" The Baltimore Tunnel Fires of 2001 (A, B, and C) When a train carrying hazardous materials derailed under downtown Baltimore, a stubborn underground fire severely challenged emergency responders. Readers are prompted to give particular attention to the significant challenges of managing a multi-organizational response.  (Included in Howitt & Leonard, Managing Crises)

Safe But Annoyed: The Hurricane Floyd Evacuation in Florida When far more citizens than necessary evacuated in advance of Hurricane Floyd, Florida’s roadways were quickly overloaded and emergency management operations overwhelmed. In detailing these (and other) problems, the case highlights the challenges of managing evacuations in advance of potentially catastrophic events. (Included in Howitt & Leonard, Managing Crises)

The US Forest Service and Transitional Fires This case outlines the operational challenges of decision making in a high stress, high stakes situation – in this instance during rapidly evolving wildland fires, also known as "transitional fires." (Included in Howitt & Leonard, Managing Crises)

The Tzu Chi Foundation's China Relief Mission Tzu Chi is one of the largest charities in Taiwan, and one of the swiftest and most effective relief organizations internationally. Rooted in the value of compassion, the organization has many unusual operating features -- including having no long term plan. This case explores the basic operating approach of the organization and invites students to explain the overall effectiveness and success of the organization and its surprising success (as a faith-based, Taiwanese, direct-relief organization -- all of which are more or less anathema to the Chinese government) in securing an operating license in China.

Security Threats

Ce Soir-Là, Ils n'Arrivent Plus Un par Un, Mais par Vagues: Coping with the Surge of Trauma Patients at L'Hôpital Universitaire La Pitié Salpêtrière-Friday, November 13, 2015 On November 13, 2015, Dr. Marie Borel, Dr. Emmanuelle Dolla, Dr. Frédéric Le Saché, and Prof. Mathieu Raux were the doctors in charge of the trauma center at L'Hôpital de la Pitié Salpêtrière in Paris, where dozens of wounded and dying patients, most with severe gunshot wounds from military grade firearms, arrived in waves after a series of terrorist attacks across the city. The doctors had trained for a mass-casualty event but had never envisioned the magnitude of what they now saw. This case describes how they rapidly expanded the critical care capacity available so as to be able to handle the unexpectedly large number of patients arriving at their doors.

Into Local Streets: Maryland National Guard and the Baltimore Riots (Case and Epilogue) On April 19, 2015, Freddie Gray, a young African American male, died while in the custody of the Baltimore Police. In response to his death, protestors mobilized daily in Baltimore to vocalize their frustrations, including what they saw as law enforcement’s long-standing mistreatment of the African American community. Then, on April 27, following Gray’s funeral, riots and acts of vandalism broke out across the city. Overwhelmed by the unrest, the Baltimore police requested assistance from other police forces. Later that evening, Maryland Governor Larry Hogan declared a state of emergency and activated the Maryland National Guard. At the local level, Baltimore Mayor Stephanie Rawlings-Blake issued a nightly curfew beginning Tuesday evening.

“Into Local Streets” focuses on the role of the National Guard in the response to the protests and violence following Gray’s death, vividly depicting the actions and decision-making processes of the Guard’s senior-most leaders. In particular, it highlights the experience of the state’s Adjutant General, Linda Singh, who soon found herself navigating a complicated web of officials and agencies from both state and local government – and their different perspectives on how to bring an end to the crisis.

Defending the Homeland: The Massachusetts National Guard Responds to the 2013 Boston Marathon Bombings On April 15, 2013, Dzhokhar and Tamerlan Tsarnaev placed and detonated two homemade bombs near the finish line of the Boston Marathon, killing three bystanders and injuring more than two hundred others. This case profiles the role the Massachusetts National Guard played in the complex, multi-agency response that unfolded in the minutes, hours, and days following the bombings, exploring how its soldiers and airmen helped support efforts on multiple fronts – from performing life-saving actions in the immediate aftermath of the attack to providing security on the region’s mass transit system and participating in the search for Dzhokhar Tsarnaev several days later. It also depicts how the Guard’s senior officers helped manage the overall response in partnership with their local, state, and federal counterparts. The case reveals both the emergent and centralized elements of the Guard’s efforts, explores the debate over whether or not Guard members should have been armed in the aftermath of the bombings, and highlights an array of unique assets and capabilities that the Guard was able to provide in support of the response.

Recovery in Aurora: The Public Schools' Response to the July 2012 Movie Theater Shooting (A and B) In July 2012, a gunman entered a movie theater in Aurora, Colorado and opened fire, killing 12 people, injuring 58 others, and traumatizing a community. This two-part case briefly describes the shooting and emergency response but focuses primarily on the recovery process in the year that followed. In particular, it highlights the work of the Aurora Public Schools, which under the leadership of Superintendent John L. Barry, drew on years of emergency management training to play a substantial role in the response and then unveiled an expansive recovery plan. This included hiring a full-time disaster recovery coordinator, partnering with an array of community organizations, and holding mental health workshops and other events to support APS community members. The case also details the range of reactions that staff and community members had to APS' efforts, broader community-wide recovery efforts, and stakeholders' perspectives on the effectiveness of the recovery.

"Miracle on the Hudson" (A, B, and C) Case A describes how in January 2009, shortly after takeoff from LaGuardia Airport, US Airways Flight 1549 lost all power when Canada geese sucked into its engines destroyed them. In less than four harrowing minutes, Flight 1549’s captain and first officer had to decide whether they could make an emergency landing at a nearby airport or find another alternative to get the plane down safely. Cases B and C describe how emergency responders from many agencies and private organizations on both sides of the Hudson River – converging on the scene without a prior action plan for this type of emergency – effectively rescued passengers and crew from the downed plane.

Security Planning for the 2004 Democratic National Convention in  Boston (A, B, and Epilogue) When the city of Boston applied to host the 2004 Democratic Party presidential nominating convention, it hoped to gain considerable prestige and significant economic benefits. But convention organizers and local officials were forced to grapple with a set of unanticipated planning challenges that arose in the aftermath of the 9/11 terrorist attacks.  (Included in Howitt & Leonard, Managing Crises)

Command Performance: County Firefighters Take Charge of the 9/11 Pentagon Emergency This case describes how the Arlington County Fire Department – utilizing the Incident Management System – took charge of the large influx of emergency workers who arrived to put out a massive fire and rescue people in the Pentagon following the September 11, 2001, suicide jetliner attack.  (Included in Howitt & Leonard, Managing Crises)

Rudy Giuliani: The Man and His Moment Although not long before the September 11, 2001 terrorist attacks, New York Mayor Rudolph Giuliani had been under fire for aspects of his mayoralty, the post 9/11 Giuliani won national and international acclaim as a leader. This case recounts the details of Giuliani’s response such that students of effective public leadership can analyze both Giuliani’s decisions and style as examples.

Threat of Terrorism: Weighing Public Safety in Seattle (Case and Epilogue) When a terrorist was arrested in late December 1999 at the Canadian-Washington State border in a car laden with explosives, public safety officials worried that the city of Seattle had been a possible target. This case explores the debate that ensued concerning the seriousness of the threat and whether the city should proceed with its planned Millennium celebration.  (Included in Howitt & Leonard, Managing Crises)

Protecting the WTO Ministerial Conference of 1999 (Case and Epilogue) Two very different sets of actors made extensive preparations in advance of the World Trade Organization's Ministerial Conference of 1999 — protesters opposing international trade practices and public safety officials responsible for event security. This case examines the efforts of both, highlighting why security arrangements ultimately fell short.  (Included in Howitt & Leonard, Managing Crises)

The Shootings at Columbine High School: Responding to a New Kind of Terrorism (Case and Epilogue) Within minutes of the shootings at Columbine, numerous emergency response agencies – including law enforcement, fire fighters, emergency medical technicians, and others – dispatched personnel to the school site. Under intense media scrutiny and trying to coordinate their actions, they sought to determine whether the shooters were still active and rescue the injured.

To What End? Re-Thinking Terrorist Attack Exercises in San Jose (Case, Sequel 1, Sequel 2) In the late 1990s, a task force in San Jose, CA mounted several full-scale terrorist attack exercises, but—despite the best of intentions—found all of them frustrating, demoralizing, and divisive. In response, San Jose drew on several existing prototypes to create a new “facilitated exercise” model that emphasized teaching over testing, and was much better received by first responders.

Security Preparations for the 1996 Centennial Olympic Games (A, B, and C) This case describes efforts by state and federal government entities to plan in advance for security protection for the Atlanta Olympics. It also recounts the Centennial Park bombing and emergency response.  (Included in Howitt & Leonard, Managing Crises)

The Flawed Emergency Response to the 1992 Los Angeles Riots (A, B, and C) Following the announcement of the not guilty verdicts for the law enforcement officers accused of beating Rodney King, the City of Los Angeles was quickly overrun by severe rioting. This case reviews how local, county, state, and federal agencies responded and coordinated their activities in an effort to restore order.  (Included in Howitt & Leonard, Managing Crises)

Public Health Emergencies

Mission in Flux: Michigan National Guard in Liberia ( Case and Epilogue ) In summer and fall of 2014, thousands of individuals in Liberia, Sierra Leone, and Guinea contracted the Ebola virus. This outbreak of the deadly disease, which until then had been highly uncommon in West Africa, prompted a major (albeit delayed) public health response on the part of the international community, including an unprecedented commitment made by the United States, which sent almost 3,000 active military soldiers to Liberia. “Mission in Flux” focuses on the US military’s role in the Ebola response, emphasizing the Michigan National Guard’s eventual involvement. In particular, it provides readers with a first-hand account of the challenges the Michigan Guard faced as it prepared for and then deployed to Liberia, just as the crisis had begun to abate and federal officials in Washington began considering how to redefine the mission and footprint of Ebola-relief in West Africa. 

Fears and Realities: Managing Ebola in Dallas   ( Case   and  Epilogue ) “Fears and Realities” describes how public health authorities in Dallas, TX - along with their counterparts at the state and local levels, elected officials, and hospital administrators - responded to the first case of Ebola identified on U.S. soil during the 2014 outbreak of the disease. The hugely difficult tasks of treating the patient and mounting a response was made all the more challenging by confusion over the patient's background and travel history, and, eventually, by the intense focus and considerable concern on the part of the media and public at large. Efforts to curtail the spread of the disease were further complicated when two nurses who had cared for the patient also tested positive for Ebola, even though they apparently had followed CDC protocols when interacting with him. With three confirmed cases of the disease in Dallas – each patient with their own network of contacts – authorities scrambled to understand what was happening and to figure out a way to bring the crisis to an end before more people were exposed to the highly virulent disease.  (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Confronting a Pandemic in a Home Rule State: The Indiana State Department of Health Responds to H1N1 When Indiana State Health Commissioner Dr. Judy Monroe learned of the emergence of H1N1 in late April 2009, she had to quickly figure out how to coordinate an effective response within a highly balkanized public health system in which more than 90 local health departments wielded considerable autonomy. She would rely heavily on relationships she had worked hard to establish with local health officials upon becoming commissioner -- but she and her senior advisors would still have to scramble to find new ways to communicate and coordinate with their local partners.

On the Frontlines of a Pandemic: Texas Responds to 2009 Novel H1N1 Influenza A  As cases of a new strain of influenza strike in the spring of 2009, Texas, just over the border from the initial epicenter of the epidemic in Mexico, faces great uncertainty about the severity and extent of the epidemic. State officials, presiding over a highly decentralized public health and health care system and needing to work with school systems and other non-health actors, strive to improvise their response to reduce the spread of this disease, while providing anti-viral drugs and, ultimately, a new vaccine to its citizens. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Tennessee Responds to the 2009 Novel H1N1 Influenza A Pandemic Tennessee, not so severely struck by H1N1 in the spring of 2009 as some other states, expects to encounter worse in the fall. Working through a hybrid state- and local government-run health system, as well as a network of privately run pharmacies, Tennessee officials mobilize to cope with the expected demand for anti-viral medications and to distribute an expected new vaccine. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Harvard Encounters H1N1 In the spring of 2009, as the H1N1 epidemic was beginning to emerge, Harvard University’s medical, dental, and public health schools had to be shut down when a rash of cases and the possibility of widespread exposure emerged among the student body. The case tracks the decision-making by University officials as they cope with the uncertainties surrounding the outbreak of a potentially dangerous emergent infectious disease. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Beijing’s Response to the 2009 H1N1 Pandemic In spring 2009, H1N1 emerged in North America and began to spread rapidly throughout the world. Municipal government officials in Beijing, China – who feared a repeat of their painful experience with SARS in 2003 – responded by conducting health screenings at the airport, quarantining people with flu-like symptoms, and scaling capacity at Beijing’s hospitals. The case describes Beijing’s expansive effort to combat H1N1 and is designed to teach students about Beijing’s government as well as China’s public health system.

Keeping an Open Mind in an Emergency: CDC Experiments with 'Team B'   ( Case   and  Epilogue ) In the early 2000s, the US Centers for Disease Control and Prevention (CDC) sought to adapt its protocols for coping with public health emergencies. This case examines the usefulness of one such method, "Team B," which was designed to provide the principal investigating team with alternative explanations for and approaches to the incident at hand.  (Included in Howitt & Leonard, Managing Crises; and Howitt, Leonard, and Giles, Public Health Preparedness)

X-Treme Planning: Ohio Prepares for Pandemic Flu With concern developing about the possibility of a worldwide pandemic of avian flu, the Ohio Department of Health developed plans for how it would handle such an emergency, while at the same time seeking to exercise its nascent incident management system and continue its efforts to develop as an emergency response agency. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Emergency Response System Under Duress: Public Health Doctors Fight to Contain SARS in Toronto (A, B, and Epilogue) When an emergent infectious disease arrived in Toronto in 2003, the Canadian public health system struggled to bring it under control. This case explores the efforts of Canadian public health authorities to identify and understand the mysterious illness, which threatened the health — and lives — of Toronto’s residents and healthcare workers for months on end.  (Included in Howitt & Leonard, Managing Crises; and Howitt, Leonard, and Giles, Public Health Preparedness)

Hong Kong Copes with SARS, 2003: The Amoy Gardens (Case and Epilogue) In the last days of March 2003, the frightening new disease known as Severe Acute Respiratory Syndrome, or SARS, seemed to threaten to spread out of control in one of the world’s most densely-populated cities: Hong Kong. The SARS outbreak at Amoy Gardens became an exercise in crisis management for public health officials in Hong Kong—with their counterparts around the world either observing or actively advising.

When Prevention Can Kill: Minnesota and the Smallpox Vaccine Program (Case and Epilogue) Following the 2001 terrorist attacks, President Bush launched a program to vaccinate health workers and emergency responders against smallpox. This case describes that effort, placing particular emphasis on the difficulties that emerged in making that program work in Minnesota. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Charting a Course in a Storm: US Postal Service and the Anthrax Crisis This case describes how the USPS responded when it was struck by devastating anthrax attacks through the mails. It covers the initial response to protect employees, efforts to keep the mails moving to the greatest extent possible, and early steps toward decontamination of facilities and recovery.  (Included in Howitt & Leonard, Managing Crises; and Howitt, Leonard, and Giles, Public Health Preparedness)

White Powders in Georgia: Responding to Cases of Suspected Anthrax After 9/11 Although no spore of real anthrax showed up in Georgia during the anthrax attack period, the state was inundated with thousands of calls about suspect white powders. The case describes efforts by local and state officials to develop appropriate procedures to triage and prioritize possible cases, conduct tests of possible anthrax, and protect and reassure worried first responders. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

The West Nile Virus Outbreak in New York City (A, B, and Sequel) Case A tells how in the summer of 1999 New York City public health officials discovered sentinel cases of a hitherto unknown disease and identified it with assistance from the state, CDC, veterinary pathologists at the Bronx Zoo, and university researchers. Case B and the Sequel describe how the city organized a massive mosquito spraying effort, first in a single borough and then citywide. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Anthrax Threats in Southern California This case recounts how California officials responded (and over-responded) to an Anthrax hoax in late 1998, as well as how they then developed protocols of response and disseminated them to multiple jurisdictions. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

Coping with Crisis: Hong Kong Public Health Officials and the "Bird Flu"  In 1997, public health authorities in Hong Kong worked to identify and control a dangerous new flu virus not previously known to infect humans. The case focuses on the authorities' communication with the public, as they sought to quell public fears notwithstanding their own incomplete knowledge of the disease. The case, too, describes the crisis management decision to undertake a massive slaughter of Hong Kong chickens, once they were shown to be the host of the deadly but difficult-to-transmit virus.

The City of Chicago and the 1995 Heat Wave (A and B) During the summer of 1995, more than 700 people died of heat-related illness in Chicago, Illinois. With most deaths occurring before the city recognized that an “epidemic” was going on, this case explores the silent crisis that overtook the city. (Included in Howitt, Leonard, and Giles, Public Health Preparedness)

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Team-Building Strategies: Building a Winning Team for Your Organization

Discover how to build a winning team and boost your business negotiation results in this free special report, Team Building Strategies for Your Organization, from Harvard Law School.

Teach by Example with These Negotiation Case Studies

By Lara SanPietro — on January 17th, 2024 / Teaching Negotiation

Negotiation case studies use the power of example to teach negotiation strategies. Looking to past negotiations where students can analyze what approaches the parties took and how effective they were in reaching an agreement, can help students gain new insights into negotiation dynamics. The Teaching Negotiation Resource Center (TNRC) has a variety of negotiation case studies to help students learn by example.

Negotiating About Pandas for San Diego Zoo – Featured Case Study 

The  Negotiating About Pandas for San Diego Zoo case study centers on the most challenging task for a negotiator: to reach a satisfactory agreement with a tough counterpart from a position of low power—and to do so in an uncommon context. This case focuses on the executive director of a zoo in the U.S. who seeks two giant pandas, an endangered species, from their only source on the planet: China. Compounding the difficulty, many other zoos are also trying to obtain giant pandas—the “rock stars” of the zoo world. Yet, as if relative bargaining power were not enough to preoccupy the zoo director, it is not his only major challenge.

His zoo’s initiative attracts attention from a wide range of stakeholders, from nongovernmental (NGO) conservation groups to government agencies on both sides of the Pacific Ocean. Several of these organizations ardently oppose the zoo’s efforts, while others change their positions over time. All of this attention influences the zoo’s negotiations. Therefore, a second challenging task for the zoo director is to monitor events in the negotiating environment and manage their effects on his negotiations with Chinese counterparts.

This three-part case is based on the actual negotiations and offers lessons for business, law and government students and professionals in multiple subject areas. Preview a Negotiating About Pandas for San Diego Zoo Teacher’s Package to learn more.

Camp Lemonnier Case Study – Featured Case Study 

In the spring of 2014, representatives from the United States of America and the Republic of Djibouti were in the midst of renegotiations over Camp Lemonnier, the only permanent U.S. base on the continent of Africa. Djibouti, bordering Somalia, Ethiopia, Eritrea, the Red Sea and the Gulf of Aden, has been home to Camp Lemonnier since the September 11, 2001 attacks prompted the United States to seek a temporary staging ground for U.S. Marines in the region. Since then, Camp Lemonnier has expanded to nearly 500 acres and a base of unparalleled importance, in part because it is one of the busiest Predator drone bases outside of the Afghan warzone.

Tensions between the United States and Djibouti have flared in recent years, due in large part to a string of collisions and close calls because of Djiboutian air-traffic controllers’ job performance at the airport. Americans have complained about the training of air-traffic controllers at the commercial airport. Additionally, labor disputes have arisen at the base where the United States is one of the largest non-government employers within the country.

Major lessons of this case study include:

• Defining BATNA: what is each party’s BATNA?
• Understanding the Zone of Possible Agreement (ZOPA)
• The impact of culture in negotiation.
• Uncovering interests.
• Principal-agent dynamics.
• Uncovering sources of power in negotiation.

This case is based on the real 2014 negotiations between the United States of America and the Republic of Djibouti. Preview a Camp Lemonnier Case Study Teacher’s Package to learn more.

A Green Victory Against Great Odds, But Was It Too Little Too Late? – Featured Case Study 

This case study provides an intimate view into the fierce battle among major US nonprofit environmental groups, Members of Congress, and industry over energy policy in 2007. The resulting law slashed pollution by raising car efficiency regulations for the first time in three decades. For negotiators and advocates, this case provides important lessons about cultivating champions, neutralizing opponents, organizing the masses, and using the right message at the right time.

This case is based on the actual negotiations and offers lessons for business, government, climate change, sustainability, corporate social responsibility, and more. Preview A Green Victory Against Great Odds Teacher’s Package to learn more.

Negotiating a Template for Labor Standards – Featured Case Study

Negotiating a Template for Labor Standards: The U.S.-Chile Free Trade Agreement is a detailed factual case study that tracks the negotiation of the labor provisions in the U.S.-Chile Free Trade Agreement signed into law on January 1, 2004. It draws upon a range of published and unpublished sources and interview with some of the primary players to give a true inside look into a challenging international negotiation. Written primarily from the point of view of the lead U.S. negotiator for the labor chapter, the case study discusses the two countries’ interests and positions on the labor provisions, the possible templates available from prior agreements, the complex political maneuvering involved, and the course of the negotiations themselves – from the opening talks to the various obstacles to the final post-agreement celebration. Preview a Negotiating a Template for Labor Standards Teacher’s Package to learn more.

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Take your training to the next level with the TNRC

The  Teaching Negotiation Resource Center  offers a wide range of effective teaching materials, including

• Over 250 negotiation exercises and role-play simulations
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TNRC  negotiation exercises and teaching materials are designed for educational purposes. They are used in college classroom settings or corporate training settings; used by mediators and facilitators seeking to introduce their clients to a process or issue; and used by individuals who want to enhance their negotiation skills and knowledge.

Negotiation exercises and role-play simulations introduce participants to new negotiation and dispute resolution tools, techniques and strategies.  Our videos, books, case studies, and periodicals are also a helpful way of introducing students to key concepts while addressing the theory and practice of negotiation.

Check out all that the TNRC has in store >>

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Preparing for negotiation.

Understanding how to arrange the meeting space is a key aspect of preparing for negotiation. In this video, Professor Guhan Subramanian discusses a real world example of how seating arrangements can influence a negotiator’s success. This discussion was held at the 3 day executive education workshop for senior executives at the Program on Negotiation at Harvard Law School.

Guhan Subramanian is the Professor of Law and Business at the Harvard Law School and Professor of Business Law at the Harvard Business School.

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• Top 10 International Business Negotiation Case Studies
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A Case Study is a way to let students interact with material in an open-ended manner. The goal is not to find solutions, but to explore possibilities and options of a real-life scenario.

Examples of Case Study in the Activity Database

• Simulated Investment in Genome Editing Technology
• Being in the White House Situation Room: Developing Strategic Options
• A Before and After Close Paper Reading: Hydrogeology Edition
• Why use a Case Study?
• How-To-Guide
• Annotated Examples

Case studies allow students to evaluate real-world scenarios then compare and contrast possible outcomes and solutions. It forces students to think through multiple sides of a situation, challenging them to understand that there is not always a correct answer. 

• Before class pick the case study topic/scenario. You can either generate a fictional situation or can use a real-world example.
• Clearly let students know how they should prepare. Will the information be given to them in class or do they need to do readings/research before coming to class?
• Have a list of questions prepared to help guide discussion (see below)
• Sessions work best when the group size is between 5-20 people so that everyone has an opportunity to participate. You may choose to have one large whole-class discussion or break into sub-groups and have smaller discussions. If you break into groups, make sure to leave extra time at the end to bring the whole class back together to discuss the key points from each group and to highlight any differences.
• What is the problem?
• What is the cause of the problem?
• Who are the key players in the situation? What is their position?
• What are the relevant data?
• What are possible solutions – both short-term and long-term?
• What are alternate solutions? – Play (or have the students play) Devil’s Advocate and consider alternate view points
• What are potential outcomes of each solution?
• What other information do you want to see?
• What can we learn from the scenario?
• Be flexible. While you may have a set of questions prepared, don’t be afraid to go where the discussion naturally takes you. However, be conscious of time and re-focus the group if key points are being missed
• Role-playing can be an effective strategy to showcase alternate viewpoints and resolve any conflicts
• Involve as many students as possible. Teamwork and communication are key aspects of this exercise. If needed, call on students who haven’t spoken yet or instigate another rule to encourage participation.
• Write out key facts on the board for reference. It is also helpful to write out possible solutions and list the pros/cons discussed.
• Having the information written out makes it easier for students to reference during the discussion and helps maintain everyone on the same page.
• Keep an eye on the clock and make sure students are moving through the scenario at a reasonable pace. If needed, prompt students with guided questions to help them move faster.  
• Either give or have the students give a concluding statement that highlights the goals and key points from the discussion. Make sure to compare and contrast alternate viewpoints that came up during the discussion and emphasize the take-home messages that can be applied to future situations.
• Inform students (either individually or the group) how they did during the case study. What worked? What didn’t work? Did everyone participate equally?
• Taking time to reflect on the process is just as important to emphasize and help students learn the importance of teamwork and communication.

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The Derek Bok Center for Teaching and Learning

Harvard Kennedy School: Case Teaching Resources

KIM, SARA ET AL. 2006. "A CONCEPTUAL FRAMEWORK FOR DEVELOPING TEACHING CASES: A REVIEW AND SYNTHESIS OF THE LITERATURE ACROSS DISCIPLINES." MEDICAL EDUCATION 40: 867–876.

SWIERCZ, PAUL MICHAEL. "SWIF LEARNING: A GUIDE TO STUDENT WRITTEN-INSTRUCTOR FACILITATED CASE WRITING."

Below we have annotated lesson plans for selected examplary activities from our database that highlight various ways to incorporate case studies into the classroom. 

(1) Case Construction : Students familiar with case study analysis construct their own cases to capture a specific ethical question. They then lead their classmates through the case. This case construction gives students the opportunity to try to stump one another with new ethical dilemmas in civil and focused fashion. Find the original activity in our database here .

• Concept Map
• Game/Simulation
• Presentation
• Quick Write
• Sequence Reconstruction
• Speed Dating
• Statement Correction
• Think, Pair, Share