Case Analysis: Examples + How-to Guide & Writing Tips (2023)

A case study analysis is a typical assignment in business management courses. The task aims to show high school and college students how to analyze a current situation, determine what problems exist, and develop the best possible strategy to achieve the desired outcome.

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Many students feel anxious about writing case analyses because being told to analyze a case study and provide a solution can seem like a big task. That is especially so when working with real-life scenarios. However, you can rest assured writing a case analysis paper is easier than you think. Just keep reading this article and you will find case study examples for students and the advice provided by Custom-writing experts!


  1. 👣 Main Steps

  2. 🕵 Preparing the Case

  3. 🔬 Analyzing the Case

  4. 🙅 Things to Avoid

  5. 👀 Examples

  6. 🏁 Conclusion

  7. ✏️ FAQ

  8. 🔗 References

👣 Writing a Case Study Analysis: Main Steps

Business management is built on case analysis. Every single economic result shows that the methods and instruments employed were either well-timed and expedient, in the event of success, or not, in case of failure. These two options indicate whether the strategy is efficient (and should be followed) or requires corrections (or complete change). Such an approach to the case study will make your writing piece more proficient and valuable for the reader. The following steps will direct your plan for writing a case study analysis.

Step 1: Preliminary work

  • Critical reading of the case

    • Make notes and highlight the numbers and ideas that could be quoted.

  • Focusing the analysis

    • Single out as many problems as you can, and briefly mark their underlying issues. Then make a note of those responsible. In the report, you will use two to five of the problems, so you will have a selection to choose from.

      (Video) Main Tips On How To Write Case Study Analysis

  • Brainstorming the solutions

    • Outline a possible solution to each of the problems you found. Course readings and outside research shall be used here. Highlight your best and worst solution for further reference.

Case Analysis: Examples + How-to Guide & Writing Tips (1)

Step 2: Drafting the Case

Step 3: Finalizing the Case

Like any other piece of writing, a case analysis requires post-editing. Carefully read it through, looking for inconsistencies and gaps in meaning. Your purpose is to make it look complete, precise, and convincing.

🕵 Preparing a Case for Analysis

Your professor might give you various case study examples from which to choose, or they may just assign you a particular case study. To conduct a thorough data analysis, you must first read the case study. This might appear to be obvious. However, you’d be surprised at how many students don’t take adequate time to complete this part.

Read the case study very thoroughly, preferably several times. Highlight, underline, flag key information, and make notes to refer to later when you are writing your analysis report.

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If you don’t have a complete knowledge of the case study your professor has assigned, you won’t conduct a proper analysis of it. Even if you make use of a business case study template or refer to a sample analysis, it won’t help if you aren’t intimately familiar with your case study.

🔬 Analyzing the Case

You will also have to conduct research. When it comes to research, you will need to do the following:

  • Gather hard, quantitative data (e.g. 67% of the staff participated in the meeting).

  • Design research tools, such as questionnaires and surveys (this will aid in gathering data).

  • Determine and suggest the best specific, workable solutions.

It would be best if you also learned how to analyze a case study. Once you have read through the case study, you need to determine the focus of your analysis. You can do this by doing the following:

Identify the main research problem E.g., the loss of brand identity as a problem faced by Starbucks
Analyze the main underlying causes of the existing problem
  • When and why did Starbucks lose its brand identity?

  • Were there certain changes in the company’s strategy before the problem occurred?

Establish the cause-and-effect relations between the various factors

Starbucks’ brand image – possible sources of influence:

  • The inner vision of the company

  • Advertising

  • The design of the stores

Formulate the best solutions to address the problem
  • Paying more attention to advertising campaigns

  • Reconsidering the vision and mission statements

  • Improving the design of stores

Write a report or express your position during a class discussion
(Video) QUICK-START guide to writing a CASE STUDY analysis | University Tips

Compare your chosen solutions to the solutions offered by the experts who analyzed the case study you were given or to online assignments for students who were dealing with a similar task. The experts’ solutions will probably be more advanced than yours simply because these people are more experienced. However, don’t let this discourage you; the whole point of doing this analysis is to learn. Use the opportunity to learn from others’ valuable experience, and your results will be better next time.

If you are still in doubt, the University of South Carolina offers a great guide on forming a case study analysis.

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📑 Case Analysis Format & Structure

When you are learning how to write a case study analysis, it is important to get the format of your analysis right. Understanding the case study format is vital for both the professor and the student. The person planning and handing out such an assignment should ensure that the student doesn’t have to use any external sources.

In turn, students have to remember that a well-written case analysis provides all the data, making it unnecessary for the reader to go elsewhere for information.

Regardless of whether you use a case study template, you will need to follow a clear and concise format when writing your analysis report. There are some possible case study frameworks available. Still, a case study should contain eight sections laid out in the following format:

  • Executive Summary. Also known as a synopsis, this acts as the introduction to the case study analysis. The University of Wollongong provides examples of good and poor executive summaries. In the executive summary, you will:

    • Describe the purpose of the current case study;

    • Provide a summary of the company;

    • Briefly introduce the problems and issues found in the case study

    • Discuss the theory you will be using in the analysis;

    • Present the key points of the study and present any assumptions made during the analysis.

  • Findings. This is where you present in more detail the specific problems you discovered in the case study. In this section, you will:

  • Discussion. This is the section in which you summarize each issue or problem and present your argument for each chosen solution. Here you will:

    • Present a summary of each problem you have identified;

    • Present plausible solutions for each of the problems, keeping in mind that each problem will likely have more than one possible solution;

    • Provide the pros and cons of each solution in a way that is practical.

  • Conclusion. This is a summary of your findings and discussion.

  • Recommendations. This is the section of your analysis where you make your recommendations based on your research and conclusions. Here you will:

    • Decide which solution best fits each of the issues you identified;

    • Explain why you chose this solution and how it will effectively solve the problem;

    • Be persuasive when you write this section so that you can drive your point home;

    • Be sure to bring together theory and what you have learned throughout your course to support your recommendations.

  • Implementation. In this section, you will provide information on how to implement the solutions you have recommended. You will:

    • Provide an explanation of what must be done, who should take action, and when the solution should be carried out;

    • Where relevant, you should provide an estimate of the cost in implementing the solution, including both the financial investment and the cost in terms of time.

      (Video) Analyzing Case Study and Writing Case Study Analysis l STRATEGIC MANAGEMENT

  • References. While you generally do not need to refer to many external sources when writing a case study analysis, you might use a few. When you do, you will need to properly reference these sources, which is most often done in one of the main citation styles, including APA, MLA, or Harvard. There is plenty of help when citing references, and you can follow these APA guidelines, these MLA guidelines, or these Harvard guidelines.

  • Appendices. This is the section you include after your case study analysis if you used any original data in the report. These data, presented as charts, graphs, and tables, are included here because to present them in the main body of the analysis would be disruptive to the reader. The University of Southern California provides a great description of appendices and when to make use of them.

When you’ve finished your first draft, be sure to proofread it. Look not only for potential grammar and spelling errors but also for discrepancies or holes in your argument.

You should also know what you need to avoid when writing your analysis.

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🙅 Things to Avoid in Case Analysis

Whenever you deal with a case study, remember that there are some pitfalls to avoid! Beware of the following mistakes:

  • Excessive use of colloquial language. Even though it is a study of an actual case, it should sound formal.

  • Lack of statistical data. Give all the important data, both in percentages and in numbers.

  • Excessive details. State only the most significant facts, rather than drowning the reader in every fact you find.

  • Inconsistency in the methods you have used. In a case study, theory plays a relatively small part, so you must develop a specific case study research methodology.

  • Trivial means of research. It is critical that you design your own case study research method in whatever form best suits your analysis, such as questionnaires and surveys.

It is useful to see a few examples of case analysis papers. After all, a sample case study report can provide you with some context so you can see how to approach each aspect of your paper.

👀 Case Study Examples for Students

It might be easier to understand how a case study analysis works if you have an example to look at. Fortunately, examples of case studies are easy to come by. Take a look at this video for a sample case study analysis for the Coca-Cola Company.

If you want another example, then take a look at the one below!

Business Case Analysis: Example


CRM’s primary focus is customers and customer perception of the brand or the company. The focus may shift depending on customers’ needs. The main points that Center Parcs should consider are an increase in customer satisfaction and its market share. Both of these points will enhance customer perception of the product as a product of value. Increased customer satisfaction will indicate that the company provides quality services, and increased market share can reduce the number of switching (or leaving) customers, thus fostering customer loyalty.

Case Study Analysis: CRM in Center Parcs (APA)

Download the free sample

🏁 Concluding Remarks

Writing a case study analysis can seem incredibly overwhelming, especially if you have never done it before. Just remember, you can do it provided you follow a plan, keep to the format described here, and study at least one case analysis example.

If you still need help analyzing a case study, your professor is always available to answer your questions and point you in the right direction. You can also get help with any aspect of the project from a custom writing company. Just tackle the research and hand over the writing, write a rough draft and have it checked by a professional, or completely hand the project off to an expert writer.

Regardless of the path you choose, you will turn in something of which you can be proud!

✏️ Case Study Analysis FAQ

❓ What is a case study analysis?

Students (especially those who study business) often need to write a case study analysis. It is a kind of report that describes a business case. It includes multiple aspects, for example, the problems that exist, possible solutions, forecasts, etc.

❓ What should be included in a case study?

There should be 3 main points covered in a case study analysis:

  1. The challenge(s) description,

  2. Possible solutions,

  3. Outcomes (real and/or foreseen).

(Video) Case Study (Examples, Definition, Format) | EssayPro

❓ How to write a case study analysis?

Firstly, study some examples available online and in the library. Case study analysis should be a well-structured paper with all the integral components in place. Thus, you might want to use a template and/or an outline to start correctly.

❓ How to present a case study analysis?

A case study analysis is a popular task for business students. They typically hand it in the format of a paper with several integral components:

  1. Description of the problem

  2. Possible ways out

  3. Results and/or forecasts

Students sometimes tell about the outcome of their research within an oral presentation.

🔗 References


What are the steps in conducting a case analysis? ›

A case study research design usually involves qualitative methods, but quantitative methods are sometimes also used.
  1. Step 1: Select a case. ...
  2. Step 2: Build a theoretical framework. ...
  3. Step 3: Collect your data. ...
  4. Step 4: Describe and analyze the case.
8 May 2019

How do you analyze a case study example? ›

The case study analysis can be broken down into the following steps:
  1. Identify the most important facts surrounding the case.
  2. Identify the key issue or issues.
  3. Specify alternative courses of action.
  4. Evaluate each course of action.
  5. Recommend the best course of action.

How do you start a case analysis essay? ›

How to write a case study response
  1. Introduction. Introduce the main purpose of the case study and briefly outline the overall problem to be solved.
  2. Description. Write a brief description of the case under discussion giving an outline of the main issues involved. ...
  3. Discussion. ...
  4. Conclusion / Recommendations.
10 Feb 2022

What is a case analysis format? ›

Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.

What are the 5 essential elements of a great case study? ›

The Elements of a Great Case Study
  • (1) A time- and issue-bounded dilemma.
  • (2) Explanations of issues and concepts.
  • (3) A story, with vivid characters and moments.
  • (4) Data and other information.
  • (5) Scenarios that lead in different directions.
26 Feb 2019

What are the 7 steps to write a convincing case study? ›

7 Easy Steps to Make a Good Case Study
  1. Don't have over expectations about your case studies. ...
  2. Find something interesting to engage readers. ...
  3. Make your case study for the target audience. ...
  4. Follow the right structure in your document. ...
  5. Use relevant data in your case study. ...
  6. Draw your company or service as a helping hand.

What are the 6 parts of case study? ›

6 parts of a case analysis
  • Preparation. Just like with any study, it's important to first prepare to conduct the case analysis. ...
  • Introduction. ...
  • Background information. ...
  • Proposed solutions. ...
  • Recommendations. ...
  • Review.

What is a good example of a case study? ›

Types of Case Studies

Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those living there.

How do you answer a case analysis question? ›

There are several steps to writing an answer to a case study assignment:
  7. STEP 7: SUBMIT.

What are the types of case analysis? ›

Types of Case Studies
  • Illustrative Case Studies. These are primarily descriptive studies. ...
  • Exploratory (or pilot) Case Studies. ...
  • Cumulative Case Studies. ...
  • Critical Instance Case Studies. ...
  • Individual Theories. ...
  • Organizational Theories. ...
  • Social Theories. ...
  • Strengths.

What makes a good case analysis? ›

Good case studies include key details that show how the customer got from A to B using the product—something you don't get with customer reviews. Don't make your reader work too hard to visualize the story. If you can use images and videos, use them!

What are the five steps to write a case report? ›

Case reports should encompass the following five sections: an abstract, an introduction with a literature review, a description of the case report, a discussion that includes a detailed explanation of the literature review, and a brief summary of the case and a conclusion.

How do you properly write a case? ›

A case study example
  1. Start with a clear headline. This should be like a newspaper headline that gives the most important information. ...
  2. Provide a snapshot. ...
  3. Introduce the client. ...
  4. State the problem, consequences, & hesitations. ...
  5. Describe the solution. ...
  6. Share the results & benefits. ...
  7. Conclude with words of advice and a CTA.
3 Apr 2017

How do you write a case analysis report? ›

Executive Summary.
  1. Describe the purpose of the current case study;
  2. Provide a summary of the company;
  3. Briefly introduce the problems and issues found in the case study.
  4. Discuss the theory you will be using in the analysis;
  5. Present the key points of the study and present any assumptions made during the analysis.
12 Jul 2022

What are case analysis tools? ›

CASE tools are set of software application programs, which are used to automate SDLC activities. CASE tools are used by software project managers, analysts and engineers to develop software system.

How do you write an analysis? ›

How to write an analysis
  1. Choose your argument.
  2. Define your thesis.
  3. Write the introduction.
  4. Write the body paragraphs.
  5. Add a conclusion.

What are the Four A's in case management? ›

A successful case management process consists of four core components: intake, needs assessment, service planning, and monitoring and evaluation.

What are the three most important areas of a case study? ›

Again, there are generally three parts: 1) restate POV + meta-statement regarding observations; 2) specific observations and their implications; 3) implications for future research and/or design.

What are the three characteristics of case study? ›

Characteristics of Case Study

It is qualitative as well as quantitative. It covers sufficient wide cycle of time. It has continuity in nature.

How do I start preparing for a case study? ›

  1. Find Cases That Are Suitable for Practicing Alone. ...
  2. Synthesize the Case Background Information. ...
  3. Ask Clarifying Questions. ...
  4. Structure a Framework and Present it Out Loud. ...
  5. Propose an Area to Start the Case. ...
  6. Answer Each Case Question Out Loud. ...
  7. Deliver a Recommendation Out Loud. ...
  8. Review Your Answers and Identify Improvement Areas.

What is the fastest way to memorize a case study? ›

A case study on one side

Condensing information onto one side of A4 or A3 is a really useful way of streamlining the case study and making it easier for a student to memorise. Writing out the notes forces the student to read (and hopefully process) the material which reinforces learning.

How do you impress a case study? ›

Preparation for the case study
  1. Listen to the interviewer and ask questions. ...
  2. Structure the problem and form a framework. ...
  3. Think before speaking. ...
  4. Focus on high-impact issues. ...
  5. Generate a hypothesis and explore options creatively. ...
  6. Demonstrate business judgment. ...
  7. Make quick and accurate calculations.

What is the difference between case study and case analysis? ›

Your case can be a single-subject case study which provides the statistical framework for making inferences from quantitative case-study data. A case study analysis requires you to investigate a business problem, examine the alternative solutions, and propose the most effective solution using supportive evidence.

What are the 8 sections of a case study? ›

In a previous issue, I discussed the need to include the following components in an effective case study: Introduction/context, Goals, Obstacles, Solution, Results, Benefits and Call to action.

What are the 3 types of case? ›

Types of Cases
  • Criminal Cases. Criminal cases involve enforcing public codes of behavior, which are codified in the laws of the state. ...
  • Civil Cases. Civil cases involve conflicts between people or institutions such as businesses, typically over money. ...
  • Family Cases.

How do you write a good topic for a case study? ›

How To Choose Good Case Study Topics?
  1. Choose something that inspires you.
  2. Narrow things down to reflect your main idea the best way possible.
  3. Explore similar research ideas on the topic.
  4. Identify the problem(s) and opinions related to your chosen subject.

What are the three steps in a strategic case analysis? ›

Let's breakdown each of these three steps.
  • Step 1 - Research and Planning. ...
  • Step 2 – Strategic Execution. ...
  • Step 3 – Presentation of Information. ...
  • 8 inbound marketing strategies to grow your business. ...
  • 4 Winning Direct to Consumer (D2C) Marketing Strategies.
8 Nov 2018

What is the objective of case analysis? ›

The aim of case analysis is for you to become actively engaged in diagnosing the business issues and managerial problems posed in the case, to propose workable solutions, and to explain and defend your assessments— this is how cases provide you with meaningful practice at being a manager.

What are the two approaches of case analysis? ›

Case studies may be approached in different ways depending on the epistemological standpoint of the researcher, that is, whether they take a critical (questioning one's own and others' assumptions), interpretivist (trying to understand individual and shared social meanings) or positivist approach (orientating towards ...

What are the 4 types of case study? ›

What Are The Types Of Case Study?
  • Illustrative Case Study.
  • Exploratory Case Study.
  • Cumulative Case study.
  • Critical Instance Case Study.
24 Nov 2021

What is case method example? ›

As an example of the case method group activity, a faculty member teaching an industrial/organizational psychology course divided the students into groups based on time zones and created a discussion forum for each group. They completed a learning team charter to establish their group covenant.

What are the 7 Steps of report writing? ›

How to write a report in 7 steps
  1. 1 Choose a topic based on the assignment.
  2. 2 Conduct research.
  3. 3 Write a thesis statement.
  4. 4 Prepare an outline.
  5. 5 Write a rough draft.
  6. 6 Revise and edit your report.
  7. 7 Proofread and check for mistakes.
9 Dec 2021

How do you structure a case note? ›

Case notes usually require you to provide a summary of the case which outlines the relevant facts, explains the legal issues and the judge's reasoning (ratio). This is followed by a critique of the judge's decisions and a discussion of the implications of the case.

What are the parts of a case? ›

elements (of a case)
  • The existence of a legal duty that the defendant owed to the plaintiff.
  • The defendant's breach of that duty.
  • The plaintiff's sufferance of an injury.
  • Proof that defendant's breach caused the injury (typically defined through proximate cause)

What is the most important part of a case? ›

The Reasoning: The most important component of your case brief is the court's reasoning, or its rationale, for the holding. To determine what the court's reasoning was, ask: “How did the court arrive at the holding?

How many steps are there in case analysis framework? ›

6 Steps of a Case Analysis (With Example)

What are the four 4 steps to preparing a business case? ›

Four Steps for Developing a Business Case and Putting it to Work
  1. Build your team, including sponsor and stakeholders.
  2. Develop and evaluate your financial analysis.
  3. Communicate and socialize the business case vision across the organization.
30 Sept 2020

What is included in a case analysis? ›

A case study analysis is a form of academic writing which analyses a situation, event, place or person to form a conclusion. They are useful for phenomena that can't be studied in a laboratory or via quantitative methods.

How do you prepare a case method? ›

8 Tips to Help You Prepare for the Case Method
  1. Develop Your Viewpoint. ...
  2. Participate in Discussion Groups to Practice Vocalizing Your Perspective. ...
  3. Always Expect the Cold Call. ...
  4. Work With Your Section Mates to Create a Safe Discussion Environment. ...
  5. Engage in Active Listening. ...
  6. Find Out Where to Get Late Night Coffees.
10 Jan 2018

What are the five 5 forms of strategy? ›

Each of the 5 Ps stands for a different approach to strategy:
  • Plan.
  • Ploy.
  • Pattern.
  • Position.
  • Perspective.

What are the 3 C's of implementing strategy? ›

Sucess begins by focusing on the three Cs of implementing strategy: clarity, communication, and cascade. Each of these three Cs rolls into the next.

How do you write objectives in case analysis? ›

How should your objectives be stated? Your objectives should be stated using action verbs that are specific enough to be measured, for example: to compare, to calculate, to assess, to determine, to verify, to calculate, to describe, to explain, etc.

What is the 5 case business model? ›

The Five Case Model is a method of creating better business cases. It is a structured and standardised format for constructing business cases. In a government sense, The Five Case Model is usually used for securing funding to proceed with large scale projects in the Public Sector.

What are the five components of a business case? ›

Five elements of a business case

Strategic context: The compelling case for change. Economic analysis: Return on investment based on investment appraisal of options. Commercial approach: Derived from the sourcing strategy and procurement strategy. Financial case: Affordability to the organisation in the time frame.

What are the 4 key elements that a business case should contain? ›

  • The problem and business need - why you are putting forward your Business Case.
  • Benefits and risks of the options - solutions to the problem.
  • Return on investment - what the overall gain will be to the business.
  • Final recommendation - based on the information presented.
11 Dec 2014


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2. Case Study Analysis Tips
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3. How To Write A Case Study? | Amazon Case Study Example
(Assignment Desk UK)
4. Learn Case Interviews in Under 30 minutes
(Hacking the Case Interview)
5. Case Analysis & Critical Thinking
6. How To Write A Research Question for Case Studies
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