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Case study Writing Case Studies Checklist

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Writing Case Studies Checklist
Prepared by T. Grandon Gill
Stage 1: Before the case development begins
Stage 1A: What is the purpose of the case are you envisioning?
X
Type
Comments
Research
Objective is to examine cause and effect, typically in a situation
where phenomenon being observed are too complex for controlled
experiment. May be single case or part of a collection of cases.
Discussion
Objective is to create a case study that can be used as the basis for
class discussion. Typically, such cases present a situation which
requires discussants develop and/or evaluate solutions.
Illustration
Objective is to provide a concrete example of some phenomenon of
interest, with the objective of creating a more lasting impression than
could be achieved with a more abstract form of presentation.
Walkthrough
Objective is to provide an example of the analytical process
(quantitative or qualitative) that is appropriate for a particular
situation, often used within the context of a lecture.
Exercise
Objective is to present a contextually rich situation that can be
analyzed using to one or more approaches. It is similar to the
traditional word problem in intent.
Other
Describe:
Stage 1B: What is its expected relationship to other cases?
X
Type
Comments
Independent
The case stands alone and can be meaningfully discussed,
presented or analyzed without reference to other cases. It can be
used by itself without creating false impressions.
Comparative
The case is specifically intended to be used with one or more other
cases, where it serves as a basis for comparison. It will normally not
be used by itself.
Cumulative
The case is to be developed as part of an inductive framework (e.g.,
a multi-case class, a multi-case research project) and could be
misleading if used as the only example, situation or observation.
Questions: If comparative or cumulative:
1. What is the source of the other cases?
2. What role should the case being developed play?

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Stage 1C: How will case material be acquired and presented?
X
Type
Reported
Observation
Lightly
Disguised
Heavily
Disguised
Public
sources
Fictional
Stage 1D: What is the anticipated outlet for the case?
X
Type
Comments
Local
The case will be used locally, in the classroom or as an exercise.
Write up may assume certain common knowledge (e.g., where the
organization is located, its size, role, etc.)
External
The case is designed for use outside the local organization but is to
be distributed informally (e.g., web, email, working paper). Should
include information relevant to understanding the local context.
Published
The case is intended for publication as a research case, teaching
case or learning object. Similar to local case except publication
criteria (e.g., length) must be considered.
Stage 2: After case site has been identified
Explore publicly available sources related to the case situation:
X
Type
Comments
Search
Google the protagonist and other relevant keywords
Research
Examine research databases for relevant literature
Web
Browse organization-department-project/course web sites
Repositories
Look for similar cases in sites like HBS (business) or MERLOT
Records
Is topic described in press, reports (e.g., LexisNexis search).
Other
Describe:

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Writing Case Studies Checklist Prepared by T. Grandon Gill Stage 1: Before the case development begins Stage 1A: What is the purpose of the case are you envisioning? X Type Comments Research Objective is to examine cause and effect, typically in a situation where phenomenon being observed are too complex for controlled experiment. May be single case or part of a collection of cases. Discussion Objective is to create a case study that can be used as the basis for class discussion. Typically, such cases present a situation which requires discussants develop and/or evaluate solutions. Illustration Objective is to provide a concrete example of some phenomenon of interest, with the objective of creating a more lasting impression than could be achieved with a more abstract form of presentation. Walkthrough Objective is to provide an example of the analytical process (quantitative or qualitative) that is appropriate for a particular situation, often used within the context of a lecture. Exercise Objective is to present a contextually rich situation that can be analyzed using to one or more approaches. It is similar to the traditional word problem in intent. Other Describe: Stage 1B: What is its expected relationship to other cases? X Type Comments Independent The case stands alone and can be meaningfully discussed, presented or analyzed without reference to other cases. It can be used by itself without creating false impressions. Comparative The case is specifical ...
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