Case Study Workshop Outline Template

Nowadays, reviews are more important than ever -- 9 out of 10 people are looking at online product reviews and posts on social networks before making a purchasing decision. Do you have a plan in place to take advantage of this trend?

Enter the ever useful and efficient case study. Case studies give your audience more information about your product or service in the context of a specific company size or vertical. Though each case study may have slightly differing details, the core messaging will fundamentally remain the same: how your product and/or service has helped one of your existing customers overcome a challenge, achieve  a goal, and/or better their lives.

Download our free case study study template here.

Case studies are also crucial to your sales process. Having a variety of case studies based on various categories such as industry, location, company size, or type of business can help your sales team convert leads into customers and upsell existing customers.

We know that building out an awesome case study that shares a compelling story can be both time-consuming and difficult if you’re not sure how to go about it. You may be wondering where to start, who to speak to, and what to ask.

To help you to focus on creating content that drives both your sales team and process forward, we have created The Ultimate Case Study Creation Guide and Template. With this helpful kit you’ll be able to:

  • Select perfect-fit participants to help your case study shine the spotlight on your product and/or service.
  • Reach out to potential participants and engage them in the process.
  • Devise great questions to ask your perfect-fit participants. 
  • Layout the case study in a comprehensive, clear, and informative manner -- giving you more time to focus on the actual content at hand.

Click here to download the case study template and guide, and if you want to share this resource with others, use the click-to-tweet links and image below.

A case studies session consists of several detailed description of events that are used for discussion and learning. The events can be taken from a real life situation or can be completely fictional. The purpose of a case study is take the group closer to the real context of a situation or problem and identify its cause and solution.

A case study can be used as part of a training workshop to facilitate a learning point or as part of an assessment programme to gauge candidate’s response and analysis of situations. Case studies can be great for sharing experiences and reaffirming knowledge and understanding.

Here are some reasons to give a case study a try:

  • increases awareness of a problem and helps teams formulate possible solutions.
  • exchanges ideas and helps team members share past experiences.
  • helps to analyse a problem and reach a decision as a team.
  • facilitates and reaffirms key learning points.

Pre-printed scenario cards (optional)

Space Required:

Small. Classroom or training room

Group Size:

6 to 16 people

Total Time:

50 minutes

  • 5 minutes to introduction and setup
  • 10 minutes per case study for analysis and discussion (based on 4 case studies)
  • 5 minutes for final review and case study debrief

Case Study Setup

Select the topic or theme that you were like to focus on during the training exercise. Prepare some possible scenarios or research articles related to the subject.

Case studies should be descriptions of events that really happened or fictional but based on reality. When leading the exercise, you can present the case study yourself, provide it in written form or even use videos or audio clips.

When I lead case studies sessions, I normally print the question on a piece of A4 paper and laminate them ready for workshop.

Case Study Instructions

From experience, I have found that a case studies session can be delivered two different ways.

The first way is to simply provide the group with a scenario and let them discuss it together as one big group.

The alternative is to split the group into smaller sub-groups and provide each group with the scenario. Once all groups have an opportunity to analyse and discuss the scenario, ask each group to present their findings back. This is a good way to get participants that are less likely to open up in bigger groups involved.

Look at your group and think about what will work best and give you the results you need.

When leading the case studies session, actively listen to discussion and provide necessary assistance to facilitate (guide) the analysis and discussion in the proper direction. Make sure you lead the discussion towards the learning objectives of the training workshop.

If you have people that conflicting views, then let them argue their points. If the discussion becomes too heated, stop them and summarise the discussion points and move on.

If everyone in the group agrees on something, or the discussion becomes stagnant then try playing devil’s advocate to get participants to look at the scenario from a different point of view.

When introducing the scenario, ask the group to think about the following 5 questions:

  • What’s the problem?
  • What’s the cause of the problem?
  • How could the problem have been avoided?
  • What are the solutions to the problem?
  • What can you learn from this scenario?

Try to be flexible with your timings. If you need to stop a scenario early because the group become too heated or the group have explored the subject completely, stop them and summarise before moving on. If the scenario leads to valuable learning and you’re running out of time, allow an extra five minutes and skip another scenario.

Tips and Guidance

A good way to lead up to a case study is to present the scenario to the group at the end of the day and ask them to read up on the material and prepare in the evening. The first part of the following days’ workshop should then be the case study.

I like to lead a case study session by simply handed over the question cards and letting the group begin the discussion on their own. At the end of the discussion, I’ll summarise the key points – help them identify why the case study was important to the learning and move on to the next one.

If you’re discussing any sensitive subjects such as child protection etc then it is important to tell the group at the beginning of the case study. Explain that anything discussed exercise must not be mentioned again and if anyone needs to leave for a couple of minutes then they are more than welcome to.

Further Reading

10 Tips for Better Facilitation 

How To Facilitate Group Discussions: The “Gallery” Exercise

Questions? Comments?  Let us know in the comments below!

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