case study beginners guide

How to Write a Case Study: Bookmarkable Guide & Template

Published: November 30, 2023

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.

Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.

Case Study Definition

Case study templates, how to write a case study.

• How to Format a Case Study

Business Case Study Examples

A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.

Free Case Study Templates

Showcase your company's success using these three free case study templates.

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

You're all set!

Click this link to access this resource at any time.

Why write a case study? 

I know, you’re thinking “ Okay, but why do I need to write one of these? ” The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies. 

1. Explain Complex Topics or Concepts

Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.  

2. Show Expertise

Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with. 

3. Build Trust and Credibility

In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework. They can have confidence in the solutions you’ve presented because they’ve read through as you’ve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.

4. Create Social Proof

Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — putting your success on display for potential customers to see. 

All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, let’s check out how long these documents should be. 

How long should a case study be?

The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words. 

Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.

The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. We’ve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience. 

Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, let’s look at some templates to take the guesswork out of creating one. 

To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.

Tell us a little about yourself below to gain access today:

And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.

1. General Case Study Template

Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.

This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.

4. Bold Social Media Business Case Study Template

You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.

In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.

5. Lead Generation Business Case Study Template

It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.

If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.

Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.

• Get started with case study templates.
• Determine the case study's objective.
• Establish a case study medium.
• Find the right case study candidate.
• Contact your candidate for permission to write about them.
• Ensure you have all the resources you need to proceed once you get a response.
• Download a case study email template.
• Define the process you want to follow with the client.
• Ensure you're asking the right questions.
• Layout your case study format.
• Publish and promote your case study.

1. Get started with case study templates.

Telling your customer's story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.

If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.

2. Determine the case study's objective.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.

Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

• Complying with government regulation
• Lowering business costs
• Becoming profitable
• Generating more leads
• Closing on more customers
• Generating more revenue
• Expanding into a new market
• Becoming more sustainable or energy-efficient

3. Establish a case study medium.

Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?

Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.

Here are some different case study mediums to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they'll know the partnership between you and your client was a genuine success.

4. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers — in industries that you don't usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.

Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.

5. Contact your candidate for permission to write about them.

To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format — both of which you will have come up with in the first two steps above.

To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.

Benefits to Offer Your Case Study Candidate

Here are four potential benefits you can promise your case study candidate to gain their approval.

Brand Exposure

Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.

Employee Exposure

Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.

Product Discount

This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.

Backlinks and Website Traffic

Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website — known as a "backlink" — this small gesture can give them website traffic from visitors who click through to your subject's website.

Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.

6. Ensure you have all the resources you need to proceed once you get a response.

So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.

Let's break those two down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

• A clear explanation of why you are creating this case study and how it will be used.
• A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
• An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
• A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.

7. Download a case study email template.

While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.

A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:

8. Define the process you want to follow with the client.

Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.

The Acceptance

First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.

The Draft Review

After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.

9. Ensure you're asking the right questions.

Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

• What are your goals?
• What challenges were you experiencing before purchasing our product or service?
• What made our product or service stand out against our competitors?
• What did your decision-making process look like?
• How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple — ask open-ended questions.

If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."

In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

• How long have you been in business?
• How many employees do you have?
• What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:

• What challenges and objectives led you to look for a solution?
• What might have happened if you did not identify a solution?
• Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

• How did you hear about our product or service?
• Who was involved in the selection process?
• What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

• How long did it take to get up and running?
• Did that meet your expectations?
• Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

• Is there a particular aspect of the product or service that you rely on most?
• Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

• How is the product or service helping you save time and increase productivity?
• In what ways does that enhance your competitive advantage?
• How much have you increased metrics X, Y, and Z?

10. Lay out your case study format.

When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?

To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Here are the sections we suggest, which we'll cover in more detail down below:

• Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
• Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
• Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
• About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
• Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
• How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
• Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
• Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
• Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
• Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Lead Gen in a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.

Format for a Case Study

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

Image Source

The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:

• State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: “A Marketer…”, “A CFO…”, and so forth.
• State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
• Allude to the results achieved . You don’t necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesn’t stay to read, they can walk away with the most essential information: Your product works.

The example above, “Crunch Fitness Increases Leads and Signups With HubSpot,” achieves all three — without being wordy. Keeping your title short and sweet is also essential.

2. Subtitle

Your subtitle is another essential part of your case study — don’t skip it, even if you think you’ve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.

The above example reads:

“Crunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.”

We like that the case study team expressed the urgency of the problem — opening more locations in the midst of a pandemic — and placed the focus on the customer’s ability to stay agile.

3. Executive Summary

The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think it’s too much? Think again — the purpose of the case study is to emphasize, again and again, how well your product works.

The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the “About the Company” section. Many times, this section doesn’t need an explicit “Executive Summary” subheading. You do need, however, to provide a convenient snapshot for readers to scan.

In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: “Business Challenge” and “How ADP Helped.” We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.

4. About the Company

Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.

Feel free to keep this section as simple as possible. You can simply copy and paste information from the company’s LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.

In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.

5. Challenges and Objectives

The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you — and what they hoped to achieve when they enlisted your help.

In this section, you can be as brief or as descriptive as you’d like, but remember: Stress the urgency of the situation. Don’t understate how much your customer needed your solution (but don’t exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.

Take the above example from design consultancy IDEO:

“Educational opportunities for adults have become difficult to access in the United States, just when they’re needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.”

We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.

6. How Product/Service Helped

This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.

Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers aren’t looking to just purchase a product. They’re looking for a dependable provider that will strive to exceed their expectations.

In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.

The results are essential, and the best part is that you don’t need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you don’t have numbers, you can provide quotes from your customers.

We can’t overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.

8. Supporting Visuals or Quotes

Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.

Visuals can also help, even if they’re stock images. On one side, they can help you convey your customer’s industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional — even if they’re not your customer — will communicate that your product can lead to a happy client.

In this example from IDEO, we see a man standing in a boat. IDEO’s customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.

9. Future Plans

This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customer’s tech stack for years to come, or that your services will continue to be instrumental to your customer’s success.

Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.

10. Call to Action (CTA)

Not every case study needs a CTA, but we’d still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.

It will also make it easier for them to reach out, if they’re ready to start immediately. You don’t want to lose business just because they have to scroll all the way back up to reach out to your team.

To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .

You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot

What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the additional text on the page. So, while case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.

2. "New England Journal of Medicine," by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign — a project that included the goal of promoting the client's digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we've suggested — but lets the visuals do the talking, allowing users to really absorb the studio's services.

3. "Designing the Future of Urban Farming," by IDEO

Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — "The Challenge" and "The Outcome."

Immediately, IDEO has communicated two of the case study's major pillars. And while that's great — the company created a solution for vertical farming startup INFARM's challenge — it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot

In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.

6. Small Desk Plant Business Ups Sales by 30% With Trello

This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.

It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.

7. Facebook's Mercedes Benz Success Story

Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.

Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.

Showcasing Your Work

You work hard at what you do. Now, it's time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.

Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.

Don't forget to share this post!

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How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

How To Write A Consulting Case Study: Guide, Template, & Examples

When you deliver a successful project, do you publish a consulting case study about it?

A consulting case study is a short story about a successful project that explains…

• The problem your client was dealing with before hiring you;
• your expertise and process for solving that problem;
• and the results your expertise and process created for the client and their business.

In my experience, our consulting case studies are among the most powerful pieces of content we publish. They’re a big reason why people are comfortable signing up for our Clarity Coaching Program .

Because our case studies prove our program helps our clients get results.

I can say that our coaching program is the best on the market until I’m blue in the face.

But it’s much more powerful for consultants to see the results others have experienced for themselves: through our case studies and testimonials.

If you don’t have something of value on your website like a case study — something that actually shows you can achieve results for your clients — then your website will only serve as “confirmational marketing.”

It will confirm what people hear about you. But it won’t help you generate interest and leads.

So, if you want to shift your website beyond mere confirmational marketing to an asset that helps you generate leads and conversions, consider writing consulting case studies using the method below.

In this article, you’ll learn how to write compelling case studies that help you win more consulting clients.

Ready? Let’s dive in…

Your case study is proof that not only can you talk the talk, but you can also walk the walk.

What Is A Consulting Case Study?

When a potential client is deciding on whether they will hire you or not, a big question in their mind is…

“Can this person or company really do what they say they can for my business?”

There are many forms of thought leadership you can use to prove you can deliver results.

The consulting case study is one of them.

A case study, in the context of consulting, is typically a written document that describes…

• the problem a client was facing,
• the actions you took to solve that problem,
• and the outcomes it created for your client.

You write case studies to demonstrate the results and value you created for a past or current client.

What makes them so effective as marketing material?

• They are relatively easy to put together (especially when you use our template below).
• Your potential clients enjoy reading them.
• And they are a highly effective way to demonstrate your authority and expertise in your field.

Next, I’ll walk you through how to write a consulting case study.

In our program, one of the things we teach consultants is how to better understand their clients’ problems and articulate their ability to solve those problems in a way that will attract new clients.

How To Write A Consulting Case Study

Here are the steps to writing your consulting case study. You can follow along with our consulting case study template .

1. Get Permission From The Client

You shouldn’t write a case study that names your client without their permission.

So, before you start writing it, ask them if they’d be OK with you publishing a case study about the project.

Now, I’m not a lawyer, and nothing in this article or anything I write is legal or financial advice. But here’s what we’ve found, through running consulting businesses for over two decades, often works best:

A question we often receive from consultants is “What if I can’t use the name of my client or the company I worked with?” Generally, this isn’t an issue. If your contract says you can’t use the client’s company name, or the client says “No” to your request, all is not lost.

What tends to work extremely well is still writing the case study, but without using the client’s name. Instead, describe the client.

For example, let’s say your client is the automaker Mazda. If you can’t use their name, consider “Working with a top 20 global automaker…”

This gives prospective buyers a good idea of the caliber and type of company you worked with.

When you ask your client for their permission to create a case study that features them, you’ll generally find that 9 times out of 10 they won’t have a problem with you doing so, but make sure you ask before publishing.

2. Introduce The Client’s Business

Once you’ve gotten permission from the client, you’ll begin writing your case study. Follow along using our template .

The first section is the introduction. Set the stage here by introducing your client, their business, and their industry.

This section gives context to the case study. Ideally, your ideal client is intrigued by being in a similar industry or situation as the client in your case study.

3. Describe The Problem Or Challenge

In this section, you outline the problem your client was facing.

Be as specific as you can be.

Simply saying they had marketing issues or a problem with their PR is not enough.

The more detail you include the clearer the picture will become and the more effective your case study copywriting will be.

If your ideal client reads this and has a similar problem as the client in the case study, you can guarantee that their eyes will be glued to the screen, salivating to learn how you solved it.

4. Summarize Your Action Steps

Now that you’ve described the problem your client was up against, you’ll explain what you did to help solve the problem.

In this section, break down each part of the process you used or the steps you took to solve it.

The reader should get the sense that you have a process or system capable of solving the problem and getting results.

This is where you get to demonstrate your know-how and expertise. Get as technical as you can. Show your reader “Hey, this is how I can get YOU results too.”

5. Share The Results

It’s time to demonstrate results.

Write the results that were achieved and how they impacted the business/organization/person.

In many cases, the outcome isn’t just dollars and cents — it can also be less tangible value.

Are they less stressed? Do they have more free time? Are they finding more meaning and enjoyment in their work?

Mention if you’re continuing to work with this client through a retainer . If you’re not, describe how the results will impact their business in the future.

This is also a great place to include a quote or testimonial from your client.

The “Results” section is key because it shows prospective clients that you’ve solved the problems they are facing and have delivered the actual results that they likely desire.

6. Write A Call To Action

At the end of the case study, you should always include a sentence or two inviting the ideal client to reach out.

They’ve just read about the problems you can solve, how you solve them, and the results you can create.

They are primed and ready to reach out to inquire about how you can do it for them.

But if you don’t have a direct call to action for them to do that, many of them will leave without taking action.

So, write a direct, clear call to action that takes them to a page where it’s easy to book a consultation with you or where you provide your contact information.

7. Share It

Marketing for consultants is all about providing value to your ideal clients, being known for something specific, and positioning yourself as an expert and authority that your ideal clients want to work with. So, whenever you publish a piece of valuable content like a case study, your mission is to get as many eyes on the case study as possible.

The best place to publish your case study is on your website or blog.

You can also submit case studies to industry publications. These are a great way to spread the word about you and your client’s business.

Make sure to also share your case study on all social media platforms where your ideal clients hang out online. For consultants, that means LinkedIn.

Work your “marketing muscle” by actively promoting your case study, and you’ll reap the rewards of this powerful piece of authority-building content.

Writing case studies for your consulting business not only helps you land new clients, but it’s also a great way for you to review past projects.

Doing this helps you to find what worked and what didn’t.

And you’ll continue to learn from your experiences and implement your best practices into your next consulting project.

Consulting Case Study Template

Click here to access our Consulting Case Study Template .

This template is designed using a “fill in the blank” style to make it easy for you to put together your case studies.

Save this template for yourself. Use it to follow along with the examples below.

Consulting Case Study Examples

Here are some example case studies from our Clarity Coaching Program clients.

1. Larissa Stoddart

Larissa Stoddart teaches charities and nonprofits how to raise money.

To do that, she provides her clients with a training and coaching program that walks them through twelve modules of content on raising money for their organization, creating a fundraising plan, putting an information management system into place, finding prospects, and asking those prospects for money.

Through her case studies, Larissa provides a comprehensive overview of how she helps her clients build robust fundraising plans and achieve and win more donations.

2. Dan Burgos

Danila “Dan” Burgos is the president and CEO of Alphanova Consulting, which works with US manufacturers to help them increase their profitability through operational improvements.

The goal of Alphanova is to increase their clients’ quality and on-time delivery by 99 percent and help them increase their net profits by over 25 percent.

Through his case studies, Dan lays out the problem, his solution, and the results in a clear simple way.

He makes it very easy for his prospects to envision working with his firm — and then schedule a consultation to make it happen.

3. Vanessa Bennet

Through her company Next Evolution Performance, Vanessa Bennett and her business partner Alex Davides, use neuroscience to help driven business leaders improve their productivity, energy, profitability, and staff retention, while avoiding burnout.

Through her “Clients” page, she provides a list of the specific industries she works with as well as specific case studies from clients within those industries.

She then displays in-depth testimonials that detail the results that her consulting services create for her clients.

These are powerful stories that help Vanessa’s clients see their desired future state — and how her firm is the right choice to help them get there.

As you see, our clients have taken our template and made them work for their unique style, clients, and services.

I encourage you to do the same.

And if you’d benefit from personal, 1-on-1 coaching and support from like-minded consultants, check out our Clarity Coaching Program .

Get Help & Feedback Writing Consulting Case Studies

If writing and demonstrating your authority were easy, then every consultant would be publishing case studies.

But that’s not the case.

Sometimes it helps to have a consulting coach to walk you through each step — and a community of like-minded consultants with whom you can share your work and get feedback from.

That’s why we’ve built the Clarity Coaching Program.

Inside the program, we teach you how to write case studies (among dozens of other critical subjects for consulting business founders).

And we’ve also created a network of coaches and other consultants who are in the trenches — and who are willing to share their hard-fought knowledge with you.

Inside the Clarity Coaching program , we’ve helped over 850 consultants to build a more strategic, profitable, and scalable, consulting business.

Learn More About Clarity Coaching

We’ll work hands-on with you to develop a strategic plan and then dive deep and work through your ideal client clarity, strategic messaging, consulting offers, use an effective and proven consulting pricing strategy, help you to increase your fees, business model optimization, and help you to set up your marketing engine and lead generation system to consistently attract ideal clients.

15 thoughts on “ How To Write A Consulting Case Study: Guide, Template, & Examples ”

This is a great outline and I found it quite helpful. Thanks.

Shana – glad you found this post helpful!

I have used case studies to get new clients and you're right, They work.

Jay – thanks for sharing. I've worked with many clients to implement case studies and have used them in several businesses and have always found them to be great at supporting proof and establishing authority and credibility.

Dumb question: guess you can't charge if you're doing a case study, huh?

Terri – No such thing as a dumb question where I come from. Always good to ask.

You definitely can charge for case studies. Michael Stelzner has a lot more information on writing white papers (and case studies) as projects.

This post was really aimed at using case studies to win more business and attract clients. But you can definitely offer this service to companies and they'll pay handsomely for it.

That was a great question!

Hello,I am really glad I stumbled upon your consulting site. This outline is very helpful and I love the e-mails I recieve as well Thanks!

Happy to hear that

This is a great site for consultants – great information for the team to share with consultants that reach out to us. Thank you!

Thanks Deborah

It is a good steps if we know how we start and control our working.

All I wanted to know about putting together a case study I have got. Thanks so much.

to put together your consulting case study: to put together your consulting case study:

I have used your outline today to write one case. Thank you for sharing.

Hi – This is a great piece, and covers all the core elements of a case study with impact.

Couple of extra points…

1. it’s really powerful to provide a mix of qualitative and quantitative results where possible e.g. ‘we saved the client $500 per month and feedback tells us morale improved’

2. We are seeing more and more consultancies include images and video in their case studies. This obviously depends on the context, so while it’s not necessarily appropriate within the confines of a bid, it is definitely something to think about for those case studies that you want to publish online or in a marketing brochure.

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What Is a Case Study?

Weighing the pros and cons of this method of research

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Cara Lustik is a fact-checker and copywriter.

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

How to Craft an Outstanding Case Study for Your UX Portfolio

Writing case studies for your UX portfolio can feel opaque and overwhelming. There are so many examples out there, and often the ones that make the rounds are the stunning portfolios of top visual designers. It can be inspiring to see the most beautiful work, but don’t let that distract you from the straightforward format of a good UX case study. 

At the core, a UX case study relies on excellent storytelling with a clear, understandable structure . This article breaks down the anatomy of a UX case study to help you tell a simple and effective story that shows off your skills. We’ll start with some general guidelines and structure, then break it down one piece at a time:

UX portfolio overview

What is a ux case study, general guidelines, how to structure a case study, how to fill in the details, defining the problem, understanding your users, early or alternate ideation, final design solution, next steps and learnings.

• Final thoughts

1. Before we get started

Before we dive into all the art and science of the case study, here’s a quick refresher on what a job-winning UX portfolio looks like. In this video, pro designer Dee analyses various design portfolios to pick out what works—and what doesn’t:

Simply put, a case study is the story of a design project you’ve worked on. The goal, of course, is to showcase the skills you used on the project and help potential employers envision how you’d use those skills if you worked for them.

A case study is typically written like a highly visual article, with text walking readers through a curated set of images. Curated is an important word here, because it should be short and sweet. It’s a chance to share what you want potential employers to know about your work on this project.

With that in mind, case studies are really a UX designer’s secret weapon in two ways. First, they get you in the door by showing more about your work than a resume and a top UX cover letter ever could. Another benefit is that they’re really handy in job interviews. If someone asks about a past project, you can walk them through the case study you’ve already created (this is sometimes a requirement anyway).

I mentioned that UX case studies are about storytelling. I’d actually say they’re about stories-telling, since they need to tell two intertwined stories .

The first is the story of your project. This answers questions like what problem you solved, who your users were, what solutions you explored, and what impact they had.

The second story is about you as a designer and your process. This is more about which methods you chose to use and why, how you worked within constraints, and how you worked as a member of a team (or without one).

So what are the steps for an effective case study? Well, like most things in design (and life), it depends. Every case study will be different, depending on what stories you’re telling. The six-part outline below, though, should guide you through an effective format for any UX project story. Here’s the outline (we’ll dive into each component in just a minute):

• Defining the Problem
• Understanding your Users
• Final solution

It’s worth it to add a few general notes before we dive into each of the list items above. For each section, include 1-2 short paragraphs and an image of a deliverable that visually tells the story your paragraphs explain. A reader should be able to either just read or just look at the images and roughly get what this moment in the story is communicating.

When choosing images to include, focus on quality over quantity.  Choose your best deliverables for each stage and briefly relate them back to the larger narrative. It can be tempting to overload the page with everything you created along the way, but these extra details should stay in your back pocket for interviews.

Lastly, make sure your case study is scannable . In the best of circumstances, people don’t read word for word on the web. Make sure your text is reasonably concise, use headers and strong visual hierarchy, and use bullet points and lists when possible. If you need a refresher on how to achieve this, check out our guide to the principles of visual hierarchy .

Ok, let’s take a look at each step in a bit more detail.

2. Anatomy of a UX case study

Like any story, the introduction sets the stage and gives much of the necessary context readers will need to understand your project. This is one section where people actually might take some extra time to read carefully as they try to discern what this case study is about. Make sure they have all the details they need.

Some key questions to answer are:

• What is your company and/or product?
• What user problem did you try to solve?
• What was your role?
• What tools and methods did you use?
• What are the major insights, impacts, or metrics related to the project

After introducing the project, dive more deeply into the problem you tackled. You touched upon this in the introduction, but this section is an opportunity to make a strong case for why this project exists. Did a competitor analysis or market research demand a new product? Was there past user research in your company that suggests a needed redesign of the product?

Remember that you’ll want to create a through line in the narrative, so try to lay out the problem in a way that frames your design work as a solution.

Deliverables that work really well for this section would be:

• Analytics or usage data
• Market research of internal business metrics
• Survey results or interview highlights

After explaining the problem, show how it impacts your users and their interaction with your product. If you did original user research or you’re seeking user research-oriented jobs, sharing interview scripts, affinity maps , and spreadsheets can be useful in showing your process.

However, this section shouldn’t be only about your process. A key goal of this section is articulating who your users are and what their needs are. These findings should set up your design work that follows, so try to set up that connection.

A few types of the deliverables you might share here are:

• User personas
• Mental models
• Journey maps or customer experience maps

Keep in mind you want to communicate users’ key motivations and challenges, as well as any more specific user groups you identified.

This section can really scale up or down depending on what you have to show. Research shows that hiring managers  don’t just want the final product , so it’s clear that showing some of your process is helpful. Especially for students or designers without a fully built product to show, this can be a moment for you to shine.

Don’t worry about the low fidelity of these documents, but the rougher they are, the more you’ll need to guide readers through them. Everything you show here should teach the reader something new about your process and/or your users.

Artifacts you might include are:

• Pen and paper or low fidelity digital wireframes

If you did early testing or faced constraints that determined your future design work, be sure to include them here, too.

This section should include the most final work you did on the project (e.g. wireframe flows or color mockups) and any final product it led to (if you have it). Be clear, though, about which work is yours and which isn’t.

Explain any key decisions or constraints that changed the design from the earlier stages. If you incorporated findings from usability testing, that’s great. If not, try to call out some best practices to help you explain your decisions. Referring to Material Design, WCAG, or Human Interface Guidelines can show the why behind your design.

If you’re able to show the impact of your work, this can take a good case study and make it outstanding. If your project has already been built and made available to users, have a look at any analytics, satisfaction data, or other metrics. See what you could highlight  in your case study to show how your design improved the user experience or achieved business goals. Ideally, you can refer back to your original problem statement and business goals from the introduction.

If you don’t have any way of showing the impact of your project, lay out how you would measure the impact. Showing you know how to measure success demonstrates you could do this on future projects.

Lastly, conclude your case study by sharing either your next design steps and/or some key insights you learned from the project. This isn’t just fluff! No project is perfect or final. Showing next steps is a great way to demonstrate your thinking iterative approach (without having to do the work!).

Also, many companies do (or should do) retrospectives after each project to identify challenges and improve future processes. Use this process and the insights you gain from it to inform your case study. Letting employers know you’re capable of reflection shows humility, self-awareness, and the value you can bring to a team.

Career in Consulting

Case interview prep: The definitive guide

This is the complete guide to boosting your case interview prep in 2023.

In this in-depth guide, you’ll learn:

• How to effectively prepare for case interviews
• How to turn your case interviews into job offers
• How to avoid the mistakes that lead to rejection
• And lots more

So, if you want to secure offers at McKinsey, BCG, or Bain & Company, this guide is for you.

Let’s dive right in.

Table of Contents

Case interview fundamentals.

In this section, you’ll get a handle on the fundamentals.

Whether you are new to case interviews or want to ensure you are on the right track, you’ll love this section.

Then, in later sections, we’ll cover advanced tips, techniques, and strategies to ace your management consulting interviews.

But first, let’s cover the basics of case interview prep.

What is a case interview?

A case interview is a job interview technique.

A case interview – or case study – is a job interview technique to assess a candidate’s potential to become a successful consultant.

To do so, management consulting firms ask candidates to solve real-life problems their clients face .

Hence, this perfectly simulates the job you must do as a Consultant.

For instance, here are two sample case questions from Bain & Company’s website .

And here are more examples from the McKinsey & Company website .

A case interview is a problem-solving test

To solve these real-life problems, you must go through a certain number of steps, such as identifying the key drivers of the problem, asking the right questions to walk your way through the case, analyzing data, and presenting a solution to the problem.

But don’t worry: I’ll detail these steps later in this guide.

The problems you have to solve in a case interview are diverse both in terms of industry (Hospitality, Transportation, Chemical, Banking, Oil & Gas, Private Equity, etc.) and business situation (improving sales or profits, decreasing costs, rethinking an organization, acquiring a company, etc.)

And they are usually taken from real-life projects done by the interviewers .

Another important rule in a case interview:

There is no right answer (but plenty of wrong answers).

Hence, what’s important for your interviews is your reasoning.

And this means they are more interested in your thinking process than a solution for the problem.

Here is an example from Bain’s website:

What is NOT a case interview?

I’ve been coaching candidates for over a decade.

And I’ve seen this misunderstanding too many times:

A case interview is NOT an exam .

Case interviewers are NOT testing your KNOWLEDGE or your memory.

They are testing your COGNITIVE SKILLS .

Which means:

Your ability to effectively use and adapt your knowledge to solve complex problems.

That’s why memorizing frameworks or formulas is useless… and often counterproductive.

There is no shortcut to ace a case interview.

Instead, you must develop your problem-solving and communication skills.

Remember this:

A case interview should be a conversation between 2 consultants solving a business problem.

This is far from being a student answering exam questions on a piece of paper alone.

Who uses case interviews and why?

All top management consulting firms use case interviews to assess a candidate’s problem-solving skills.

So, why do consulting firms use case interviews in their interview process?

You must understand this:

Management Consultants consider themselves professional problem solvers.

And during the case interview process, they want to see if you are one of them .

They want to see if you think and speak like them.

Here is a non-exhaustive list of consulting firms using case interviews in their interview process:

McKinsey & Company

Boston Consulting Group

Bain & Company

Oliver Wyman

Roland Berger

Strategy&

Monitor Deloitte

Note: This list is by no means exhaustive. Lots – if not all – boutique consulting firms use case interviews as well as part of their interview process.

The formats of case interviews differ from one firm to another.

And that’s what we are going to discuss in the next paragraph.

What are the different types of case interview formats?

Now, it’s time to discuss the two formats of case interviews:

Candidate-led case interviews

Interviewer-led case interviews

More specifically, you’ll learn what are the differences between a candidate-led and an interviewer-led case interview.

Also, you’ll learn what are the implications of these formats for your case interview preparation.

The first case interview format: Candidate-led case interviews

Most firms use a candidate-led format.

What does candidate-led mean?

In candidate-led interviews, the candidate is expected to drive the case from start to finish.

This means they are responsible for structuring the problem, asking the right questions, and leading the discussion towards a solution.

In other words, the candidate is in the driver’s seat.

They must proactively identify issues, prioritize them, and decide on the next steps.

Therefore, there’s often more room for creativity and exploration.

If the candidate decides to explore a particular area of the case in-depth, they have the freedom to do so.

The second case interview format: Interviewer-led case interviews

McKinsey uses interviewer-led interviews (so do – sometimes – Oliver Wyman and Strategy&).

In interviewer-led cases, the interviewers are more active in guiding the discussion.

After the candidates present the key topics to be analyzed to solve the business problem, the interviewers lead the direction on where to start diving into the analysis. 

While the candidate must still showcase their problem-solving skills, the interviewer largely determines the case’s direction.

The interviewer might direct the candidate to specific areas they want to test, making the case feel more structured and segmented.

The implications of the case interview format for your case interview prep

For Candidate-led Interviews, you need to be comfortable with taking the lead.

This means you should practice deciding which areas to probe further and which to deprioritize.

And I’ve created a free consulting case interview preparation course to show you how to do it:

Get 4 Complete Case Interview Courses For Free

You need 4 skills to be successful in all case interviews: Case Structuring, Case Leadership, Case Analytics, and Communication. Join this free training and learn how to ace ANY case questions.

For Interviewer-led Interviews, you must be quick, adapt to new information, and change your approach as needed.

Therefore, active listening is crucial to ensure that you’re addressing the issues raised.

However, while there are distinct differences between candidate-led and interviewer-led case interviews, the core skills being tested are consistent across both formats .

What to expect in case interviews?

Most candidates hear “case interviews” for the first time when they decide to apply for consulting jobs.

And for most candidates, this is the biggest obstacle between them and their dream job.

So, in this section, we will go through the 5 steps of a case interview.

All interviewers from McKinsey, BCG, Bain, or other top consulting firms expect you to follow these 5 steps.

Note : The techniques and strategies to ace these steps will be discussed in the section “How to ace your case interviews.” later in this guide.

Open the case

A case interview starts with the interviewer sharing the case prompt with you.

In the case prompt?

The interviewer shares a client’s situation and the problem they are trying to solve.

While the interviewer speaks, you must take notes.

You must write down all the critical information and keywords of the case prompt on a piece of paper.

Don’t worry:

This guide will address how to recognize the “critical information and keywords” of a case prompt.

And after the interviewer finishes sharing the case question, it’s your turn to speak…

Clarify the problem

You can assume that all the case prompts will be ambiguous.

Some critical information will be missing.

Or some keywords will be ambiguous.

And it’s your first job to remove any ambiguity.

An example?

Imagine this case prompt:

Your client manufactures cars. They have been experiencing declining sales and are asking for your help .

In the above case prompt, you should clarify what types of cars they manufacture.

A mass-market model like a Toyota Corolla?

or a luxury model like a Ferrari Spider 488?

The case’s direction will be very different whether we discuss one model or another.

Consequently:

You must ask clarifying questions to understand precisely the situation and goal.

Also, if you don’t understand a word, ask your interviewer to define it.

Develop a tailored framework

For most candidates, this is the scariest part.

During this step?

You must develop a mutually exclusive and collectively exhaustive (known by its acronym: MECE ) issue tree.

An issue tree can also be called a case interview framework (or case interview structure ).

Now, let’s address the following questions:

What is a case interview framework?

Why is this important?

What are the characteristics of a good case interview framework?

First, let’s define what a case interview framework is.

A case interview framework is your plan to solve the problem.

In other words:

This is your roadmap to move from the problem to the solution.

And during the case, you’ll walk your interviewer through this roadmap.

This roadmap must include all the factors that influence the behavior of the problem.

For instance: volume and price influence the behavior of sales.

And these factors must be organized by following certain principles (the infamous MECE principle ).

All these factors must be organized in a mutually exclusive and collectively exhaustive way to ensure that there is no gap (no important factor is missing) and no overlap (no factor is counted twice).

Now, what makes a great case interview framework?

Watch this video detailing the three characteristics of a superior case interview framework:

MECE (mutually exclusive and collectively exhaustive)

Logic-driven

Solve the problem

After you’ve presented your roadmap, you must ask relevant and insightful questions to the interviewer.

Get data and information to solve the case.

Your interviewer can provide you with data in three forms:

Then your job is to interpret these data.

You must turn these data into business insights.

Note: an insight is the meaning of the data in the context of the problem (more detail on that later).

This is called the “so-what” in top consulting firms.

At this stage, your interviewers mainly test your analytical skills and business judgment.

For instance, they ask themselves:

Can you connect the dots between different sets of data?

And can you derive conclusions from these sets of data?

Besides, interviewers also test your quantitative skills.

They might ask you to perform quick mental calculations (also known as case interview math).

And when you have formed many conclusions from the data analysis, you can derive a recommendation.

Now, it’s time to move to the next step.

Close the case with a solid recommendation

The final step consists of delivering your recommendation to your client.

This is when you tell your client what to do, why they should do it, and why it’s important.

This is when you shift from an “analysis mode” to a “presentation mode.”

You are now talking to your client’s CEO.

To deliver your recommendation, you must follow the top-down communication principles popularized by Barbara Minto in her book “ The Pyramid Principle ” (a must-read if you want to have a successful business career).

Hence, you must:

Start with your recommendation (or your answer to the client’s question).

Provide supporting arguments, usually taken from the analyses you performed during the case.

Discuss the next steps your client must take.

At this stage, your interviewers mainly test your communication skills.

But they also test your business judgment.

For instance, by asking themselves if your recommendation is actionable or not.

And… that’s it!

You are now done with your case interview.

Or at least you have an overview of the different steps of a case interview.

Now, you can watch this video where I present the 5 steps in detail:

What do case interviewers look for?

In this section, you will understand how you’ll be evaluated .

There is no secret: You must understand the rules of the game to have a chance to win.

And most consultancies – if not all – use the same criteria to assess a candidate’s case interview performance.

But let’s be clear:

In a competitive sector like Consulting, you must be in the top 1% of candidates across all these criteria to land an offer .

So, if you’ve ever wondered what it takes to be in the top 1%, you’ll learn a lot from this section.

Hard skills: the 4Cs and business acumen

During the screening phase, HR professionals check your resume and cover letter to establish if you have the potential to be a good candidate.

And during the case interview process, Consultants test this potential to establish if you’ll become a best-in-class consultant.

Consultants want to see if you have the skill set to become this best-in-class consultant.

Case structuring

Interviewers assess your ability to identify all the relevant components of a problem, to organize these components in a MECE way , and to explain clearly how each of these components helps solve the overall problem.

Case leadership

Interviewers assess your ability to prioritize the issues to analyze. You must demonstrate your 80/20 thinking (your ability to identify the 20% of issues that will solve 80% of the problem).

Case analytics

Interviewers assess your ability to transform data into insights. If data is the “what,” then the insight should be the “so what.” In other words, your ability to say what the implications of data are.

Communication skills

Interviewers assess your ability to communicate your ideas clearly and keep the interviewer engaged and aligned with your thinking process during the entire case discussion.

Also, clear and concise communication shows your interviewers that you are client-ready.

Business acumen

Business acumen – or business sense skills- is the top 1% factor.

This is how:

An issue tree is more tailored to the problem to solve

Only the most impactful issues are addressed

The interpretations of data are more insightful

In short, this is your ability to understand what moves the needle in problem solving.

Soft skills: personal characteristics

Besides the above hard skills, consulting firms check if you have the personal characteristics demonstrated by the best-in-class consultants.

Coachability

Feedback is a significant part of the culture in consulting.

Consultants receive formal feedback every 3 months (after each project) and informal feedback throughout the project.

So, interviewers check how you react to feedback.

Do you listen well, understand, and implement feedback?

Or do you defend your opinion at all costs?

And be careful: lack of coachability is a red flag for many interviewers.

Are you excited about working on a new project (in a new industry) every 3 months?

If the answer is yes, consulting can be a good career option for you.

A curious mind (or “growth mindset”) is an important characteristic of being a successful consultant.

Therefore, your answers in fit interviews or your attitude during case interviews should showcase your burning desire to learn new things.

Comfort with ambiguity

In management consulting, you’ll have to solve tough business problems while having incomplete information.

So, your case interviewers test how you deal with ambiguity.

And a consulting case interview is full of ambiguities!

Check this article to learn how to clarify a case prompt .

Confidence & maturity

Consulting is a client-facing job.

And top consulting firm clients – corporations or public organizations – pay tons of money for their services.

So, interviewers ask themselves, “Do I feel comfortable putting this person in front of my client?”.

Important note : Since I sometimes get the question, you’ll have your chance regardless of your personality (introvert or extrovert).

Case interview examples from different consulting firms

I will share two in-depth case interview examples with you in this chapter.

That way, you can see the strategies and techniques from this guide in action.

Specifically, we will discuss the two types of case interviews used by top consulting firms:

Business cases

Market sizing questions

And for each type of case interview, I’ll share examples with you.

Note: per my experience, top consulting firms do not use brainteaser questions .

Therefore, this guide will not discuss this type of question.

However, I encourage you to check if your target company uses such questions (other consulting firms might still use brainteasers in their hiring process).

Business problem examples

Business cases are the most common questions you can have in a case interview.

You are asked to solve a business problem for a fictional client.

Similar to real consulting engagements, business cases are typically organized by industry and functional category.

The industries you might encounter in a case interview are:

Agriculture,

Automotive & Mobility,

Consumer Goods,

Electronics,

Energy (Oil, Gas, Power),

Financial Services,

Healthcare & Life Science,

Industrial,

Infrastructure,

Metals and Mining,

Paper and Packaging,

Pharmaceuticals,

Private Equity,

Public and Social Sector,

Real Estate,

Semiconductors,

Technology & Telecommunication,

Transportation,

Travel and Tourism

Utilities & renewables.

The functions you might encounter in a case interview are:

Corporate Finance,

Digital & Technology,

Manufacturing,

Mergers and Acquisitions,

Operations,

People and Organizational Performance,

Recovery and Transformation,

Risk and Resilience,

Sales & Marketing,

ESG & Sustainability.

The following topics, which are not MECE , could be covered in case interviews depending on the function and the industry:

Growth strategies

Market entry

Cost optimization

Organization optimization

Product launch

Profitability case interview

Here is a first McKinsey case interview example:

Source: https://www.mckinsey.com/careers/interviewing/diconsa

Another example?

Here is another McKinsey case interview example:

Source: https://www.mckinsey.com/careers/interviewing/talbot-trucks

And here is a BCG case interview example:

Source: https://careers.bcg.com/case-interview-preparation .

Finally, over 250 case interview examples (with answers) are found on this page .

Sample market sizing questions

A market sizing question is a case interview where you have to estimate the size of something with no (or little) data available .

Market sizing questions can be embedded in business cases or can be asked as standalone questions.

For instance, here are some sample market sizing questions:

How many coffee cups does Starbucks sell in a year?

What volumes of beer are sold during an LA Lakers basketball game?

How many iPhones are currently being used in China?

What is the monthly profit of an average hair salon in the UK?

Market sizing questions are a very popular type of case interview at top consulting firms.

So let me be clear:

You can NOT land an offer at McKinsey, BCG, or Bain if you don’t know how to solve market sizing questions.

That’s why I’ve written a comprehensive step-by-step guide on market sizing questions here .

In this guide, you’ll learn my best strategies to solve the 3 types of market sizing questions .

Also, you’ll find plenty of examples to see how these strategies work.

Old vs. New cases (2021 - present)

For the past few years, case interviews have changed.

Until a few years ago, case questions looked like this:

Declining sales

Declining profits

In short, the types of questions you can find in books like “ case in point” or “ case interview secrets.”

Less than 40% of case interviews are questions from the above list.

The other 60%?

Non-traditional case questions.

For instance, McKinsey recently asked this question:

Your client is a fictional country. They want to develop a plan to fight climate change. How would you help them with this question?

So, why have consulting firms decided to use this new type of question?

Because the goal of case interviews is to understand how you think.

And more precisely:

How you think outside your comfort zone.

Have you learned all the well-known business frameworks?

👉 They test your ability to solve business problems where these frameworks are irrelevant.

Do you have an Engineering degree?

👉 They will give you a case involving lots of business concepts.

Don’t have quantitative experience?

👉 They will give you a case with lots of math, charts, and numbers.

And it makes a lot of sense.

Because it mimics the day-to-day job of a consultant:

Consultants are constantly outside their comfort zone.

And they are constantly exposed to new topics.

Now, the implications for you are very important.

You can’t only rely on well-known frameworks.

Instead: you must learn how to build your own tailored frameworks.

You must learn how to think with First Principles and top-down logic.

You must learn how to organize your ideas in a MECE way .

Even for non-traditional case questions.

And I’ve created 4 free consulting case courses to learn just that:

How to ace your case interviews

In this section, I’ll show you how to turn your case interviews into offers.

In fact, the strategies in this section have helped over 350 candidates land job offers at McKinsey, BCG, Bain, or any boutique consulting firms.

And the strategies I share here can be used in all types of cases: market entry, profitability case interview, M&A, etc.

Let’s start with how to open a case like a pro!

Acing the opening: remove ambiguities

There is a lot of misleading information online about how to open a case:

Paraphrase the case prompt (aka repeat information your interviewers already know).

Ask a maximum of 3 clarifying questions.

End by asking if there is any other objective you should know.

But there is a better way to open a case:

Add business colors.

Take the lead.

Ask clarifying questions (as much as necessary).

Do a smart recap.

Here’s the truth:

How you open a case sets the tone for the entire case.

Start poorly, and your interviewer won’t guide you much during the case.

On the other hand:

Give a strong first impression, and your interviewer will see you as one of them from the first seconds of the case.

And that can be a game changer in your performance and chances to land an offer.

Therefore, this must-read guide will show you how to start your case interview correctly.

Acing the case structuring: create the perfect issue trees

We discussed this before:

An issue tree is the strategic framework that guides your analyses and helps you answer the client’s question effectively.

Before we dive into the nitty-gritty, let’s revisit the three essential characteristics of a robust case structure:

1. MECE (Mutually Exclusive, Collectively Exhaustive): Your structure should cover all possible areas without any overlaps.

2. Logic-Driven: The structure should follow a logical flow, making the logical connection between the different areas and the problem clear.

3. Tailored: Your framework should be customized to the specific problem at hand, not a one-size-fits-all template.

It shows that you can think strategically, organize your thoughts, and approach problems methodically—all essential skills in consulting.

Take Your Case Structuring Skills to the Next Level

Ready to master the art of case structuring?

Sign up for our free 4-hour video case interview training course .

This comprehensive course will walk you through the intricacies of developing a winning case structure, complete with real-world examples and actionable tips.

Acing quantitative questions: conquering numbers!

The mere mention of case interview math questions can send shivers down the spines of candidates with weaker quantitative backgrounds.

But hold on!

These questions aren’t just about doing quick mental calculations.

In fact, interviewers are looking for three crucial elements:

Structured Approach : Can you systematically break down the problem?

Numerical Comfort : Are you at ease with numbers and capable of swift mental calculations?

Business Sense : Can you interpret the results in a way that makes business sense for the client?

In the realm of case interviews, math questions often serve to calculate data that fills in the gaps in a given problem.

For example, you might be tasked with:

Market Sizing : For instance, estimating the potential size of a market.

Financial Metrics : For instance, calculating performance indicators like Payback Period or ROI.

Solution Impact : For instance, assessing the potential cost savings or productivity gains from a particular initiative.

The Truth About Mental Math

The world of mental calculations in case interviews is fraught with myths.

Let’s debunk some:

Reality : Calculators are a no-go. You’re on your own.

Reality : A significant math mistake is often a one-way ticket to rejection.

Reality : While some may tell you it’s okay to round numbers, most interviewers would disagree.

The rules can vary depending on who’s sitting across the table from you, so always be prepared for the strictest guidelines.

Follow This 4-Step Approach to Ace Quantitative Questions

Step 1: Define an Arithmetic Equation

The first step is to translate the business problem into an arithmetic equation.

This is where your structured approach comes into play.

Step 2: Do the Math

The data needed to solve the equation are usually provided by the interviewer.

If not, don’t hesitate to ask.

Occasionally, you’ll need to make educated estimates.

When calculating, remember: accuracy trumps speed.

Step 2bis: Do a Sanity Check

Before you share your answer, do a quick sanity check.

Does the result make sense in the context of the problem?

If something feels off, revisit your calculations.

Step 3: Share Your Insights

This is where your business sense shines.

Interpret the numbers and discuss their implications for the client’s situation.

Step 4: Lead the Case

Based on your calculations and insights, guide the conversation toward actionable recommendations.

Here is an example:

Interviewer : “How many units does a car manufacturer need to sell to break even?”

Candidate : “To find the breakeven volume, we can use the equation: Fixed Costs / (Selling Price – Variable Costs). Given that the fixed costs are $10 million, the selling price per unit is $20,000, and the variable costs are $15,000, the breakeven volume would be 1,000 units.”

How to Practice Math Questions

To sharpen Your Skills:

Mock GMAT Tests : These tests are excellent for practicing a wide range of quantitative problems.

Case Interviews : Simulate the real experience by going through case interviews that include math questions.

But don’t limit yourself to traditional methods.

Various online platforms and apps are designed to help you practice mental calculations and case-specific math problems.

By mastering case interview math, you’re not just showcasing your ability to crunch numbers.

You’re proving that you can think critically, make data-driven decisions, and lead a case to its logical conclusion.

Acing chart interpretation questions

Knowing how to interpret charts should be part of your consulting toolbox.

And to crack the case, you’ll have to analyze data presented in the form of charts or data tables.

While it looks straightforward, the challenges are numerous:

The quantity of data presented can be huge, and your time to analyze these data is limited. And some firms – like BCG – like to present charts with lots of irrelevant data…

Charts can come in many forms: bar charts, line charts, pie charts, scatter plots, etc. You must know how to decode each type of chart.

The game you’re playing here is not to read the data correctly but to turn these data into insights (the “so-what”). Your business judgment will make the difference here.

You sometimes need to use data presented 5 minutes ago in another chart to complete the actual analysis.

Understand the different types of charts

A chart is an immensely powerful way of presenting numerical data. All the information is summarised in one go in a way that the eye can readily absorb.

Trends, proportions, and other relationships are revealed at a glance.

If you are unfamiliar with the different types of charts, I recommend reading the book: “Say It with Charts” by Gene Zelazny.

This book is a masterpiece when it comes to explaining why a type of chart is used to convey a certain type of message.

But if you don’t have time to read these books, remember just this:

Each chart has one (and one only) objective.

The main objective a chart can have is:

Identifying a trend (line charts or column charts)

Showing the relative contribution of different categories to a whole (pie charts)

Comparing different items against a metric (bar charts)

Identifying the correlation between 2 data sets (scatter plots)

So, the next time you see a chart, ask yourself:

What’s the chart type (pie chart, line chart, etc.)

What’s the objective of this chart (showing a trend, comparing items, etc.)

What do data say?

Let’s discuss how to master the exhibit reading.

Follow this 5-step approach to ace chart interpretation questions

Here is a 5-step approach to ensure you’ll never miss any insightful information from a chart:

Step 1: Understand the data represented.

Take the time to read the information about the chart (titles, labels, X-axis, Y-axis, units, footnotes, etc.)

And clarify any word or information that is not clear. Asking questions is part of the consultant’s job!

Per my experience, 80% of the chart interpretation mistakes come from misunderstanding the data represented.

Step 2: Ask for time to structure your thoughts.

It’s okay to ask for 30 seconds to 1 minute to structure your thoughts.

Don’t be afraid of the silence… your interviewer prefers to have a structured and insightful conversation rather than rambling.

Step 3: Define your goal (top-down vs. bottom-up approach)

This is the biggest mistake I see:

Candidates use a bottom-up approach instead of a top-down approach.

The difference?

With a bottom-up approach, candidates jump into the data and hope to find something insightful.

In other words, they start their analysis without a plan.

Candidates with a top-down approach start with a plan before jumping into the data presented in the chart.

Their plan?

They start with the issue they were analyzing.

And list the data they need to solve this issue.

Finally, search for these data in the chart presented.

With this top-down approach, you will be able to sort the relevant data from the irrelevant information easily.

Step 4: Communicate your key insights and implications.

During this step, you tell your interviewer what the data means regarding the client’s problem.

Do NOT say obvious observations!

“This data is going down…”

“The value of <any metric> has been stable for the past 2 years…”

These are not insights… but obvious observations.

Your job is to interpret the data.

Here are some questions to ask yourself:

What do these data mean for the client? 👉 Insights

What does the client should do? 👉 Implications

  Step 5: Lead the case.

Regardless of the format of the case interview (interviewer-led or interviewee-led), I recommend proactively saying what the next steps are.

Discuss, based on your findings, what you want to discuss next.

How to practice chart interpretation questions?

First, you can practice with GMAT tests.

Here are some examples .

Besides, visit websites full of charts like The Economist, The Wall Street Journal, etc.

Find charts, draw conclusions from these charts, and read the article to check if your conclusions make sense.

Also, practice with the case examples you can find in these case books .

Acing market sizing questions

Do you struggle with market sizing questions?

This can include: How to start the case? Which clarifying questions to ask? How to organize my thoughts and build an issue tree? Which assumptions to make? Do I have to check if my estimate makes sense? If yes, how?

Answering a market sizing question can be very SIMPLE.

Actually, it is very simple: there is a PROVEN FORMULA for solving market sizing questions.

This PROVEN FORMULA is like a comprehensive guide: if you follow each step, you’ll QUICKLY answer ANY market sizing questions SUCCESSFULLY.

In this guide, I’ll reveal my PROVEN FORMULA to answer market sizing questions and show how to use it with two full examples (with answers).

You can find this comprehensive guide here .

Acing the closing: The Art of giving a Winning Recommendation to the CEO

You’ve analyzed the data, solved complex problems, and navigated through the case interview.

Now, it’s time to wrap it up with a compelling recommendation for the client’s CEO.

Your closing remarks can make or break your chances of landing that coveted consulting role.

Here’s how to avoid common mistakes and structure an impactful recommendation.

Mistake #1 When Closing the Case: Repeating the Analyses You've Done

You’re now speaking to the CEO, not a fellow analyst.

The CEO doesn’t care about the number of Excel models you’ve built or interviews you’ve conducted.

They want a clear, actionable solution to their problem.

So, skip the methodology and get straight to the point.

Mistake #2 When Closing the Case: Not Being Assertive

This is not the time for ambiguity or hedging.

CEOs seek decisive, confident recommendations.

If you’re not assertive in your closing, you risk losing the CEO’s trust and, consequently, the case.

Mistake #3 When Closing the Case: Not Having a Clear Recommendation

If the CEO is left wondering, “Okay, but what should I do?” after your presentation, that’s a red flag.

Your recommendation must be crystal clear, leaving no room for interpretation or doubt.

How to Close the Case: The Structure of an Amazing Recommendation

To craft a recommendation that hits the mark, follow this structure:

Step 1: Initial Question Asked

Begin with a one-sentence summary of the question you’re answering.

For example, “You asked us to determine whether you should launch this new shampoo?”

Step 2: Your Recommendation

Provide a straightforward answer to the initial question.

For instance, “You should launch this new shampoo.”

Step 3: The Supporting Arguments

List all the logical reasons that back your recommendation.

For example, “This new shampoo will add $10 million in profits and doesn’t require significant investment in R&D or new production equipment.”

Step 4 (Optional): The Next Steps

If applicable, outline the immediate actions the CEO should take to implement your recommendation.

The Role of Risk in Your Recommendation

While some coaches advise discussing risks separately, I believe risks should be integrated into your supporting arguments.

If you can’t mitigate the risks, your recommendation loses its value.

The Timeframe for Impact

Lastly, ensure your recommendation can deliver impact within the CEO’s tenure—typically less than five years.

A great recommendation is not just insightful but also timely.

Where to start: A comprehensive case interview preparation plan

Are you feeling overwhelmed by the thought of case interviews?

You’re not alone.

With all the resources available online, knowing what’s relevant and how to separate the wheat from the chaff is difficult.

But with the right preparation plan, you can make it!

This 3-step plan takes you from discovery to mastery, ensuring you’re well-prepared for your case interviews:

Step #1: Discovery

Step #2: Practice

Step #3: Mastery

Bonus step: Mastery+

Step 1: Discovery

The first step is all about understanding the landscape. You need to know what you’re up against before conquering it.

Key Activities

Research different types of case interviews and consulting firms.

Identify the skills commonly tested.

Conduct informational interviews with current consultants (this can also be an opportunity to validate whether consulting is a good fit for you).

Major Pitfalls to Avoid

Don’t assume all case interviews are the same.

Avoid neglecting the importance of networking early on.

Don’t underestimate the emotional job; build your confidence from the start.

Step 2: Practice

You’ve done your homework; now it’s time to get your hands dirty. Practicing case interviews is where you turn knowledge into skill.

Work on mock case interviews with peers or mentors.

Use case interview prep books and online resources to practice cases.

Track your performance to identify areas for improvement.

Don’t practice going through the motions; make each session count.

Avoid practicing only with friends who might not give honest feedback.

Don’t ignore your weaknesses; confront them head-on.

Step 3: Mastery

This is the final stretch. Mastery is where you develop and fine-tune your skills to become a top 1% candidate.

Think using first principles .

Seek feedback from industry professionals.

Develop your business acumen:: while you are not expected to have an in-depth knowledge of an industry, a high-level understanding will help to generate better ideas and insights.

Practice with a diverse set of cases (different situations and industries).

Practice with recent cases (read the section Old vs. New cases).

Conduct mock interviews under timed conditions.

Do you know the Dunning-Kruger effect?

If not, read this article because it can be what you need to land offers in consulting.- Don’t get complacent; always look for ways to improve.

Therefore, avoid the trap of overconfidence; humility can be your greatest asset.

Step 3bis: Mastery+

Think you’re ready?

Mastery+ is your chance to test your skills in a lower-stakes environment by practicing with Plan-B firms.

Yes, you read me well: practice case interviews with Plan-B firms.

Apply to consulting firms that are not your first choice.

Go through their interview process as if they were your top choice.

Use the experience to identify any remaining gaps in your preparation.

Don’t treat these interviews as mere practice; give them your all.

Avoid burning bridges; you never know when a Plan B could become a Plan A.

Don’t ignore feedback; even a rejection can be a valuable learning experience.

From Discovery to Mastery+, each step is a building block towards your ultimate goal: acing that case interview and landing your dream consulting job.

Many candidates without business or consulting experience did it, and so can you.

So, are you ready to embark on this transformative journey?

Start by learning how to solve case interviews and get tips to help you navigate this exciting path.

Finally, watch this video about how to prepare for case study interviews on the BCG website :

Frequently Asked Questions

How much time is needed to prepare for case interviews.

This is a tricky question.

Because it depends on factors such as:

Your strengths and weaknesses

The time you can dedicate to your preparation

Your learning pace

However, there is an important rule:

Start as soon as you can.

It takes time to be ready.

A case interview is NOT an exam: you can’t cram your consulting interview preparation in a week or two.

What are the most common case interview mistakes?

Check this article to find out what are the 16 case interview mistakes to avoid at all costs.

What are the differences between Round 1 (R1) and Round 2 (R2) cases?

Here are the main differences between first round interview and second round interview:

The seniority of your interviewers : R2 case interviewers are often Directors or Partners, while R1 case interviewers are Senior Consultants or Managers

Stress : Second-round interviews are usually more stressful. The reasons are numerous: the offer is getting closer and closer, interviewing with a Partner from a prestigious firm, etc.

Competitiveness : R2 candidates are competing with other R2 candidates. This tautology means that all the candidates who have made it so far are good, and the selection will be made on details.

The weight on assessment criteria : R2 assessment criteria are the same as R1 criteria (see the section “What do case interviewers look for?”). However, the importance of these criteria differs. Partners tend to value more criteria such as communication, confidence, leadership, and maturity.

Focus on your weaknesses : after an R1 case interview, the consulting firm lists your strengths and weaknesses. Therefore, an R2 case interview includes questions to validate (or invalidate) any doubt about your capacity to be a world-class consultant. For instance, if your quantitative performance was not positive, you can expect an R2 case interview with many quantitative questions.

However, I believe these differences should NOT influence your interview prep.

And, as discussed in this article, your goal is to be in the top 1% across the 4 main performance assessment criteria.

Finally, since we are talking about R2 interviews:

I can not stress enough the importance of fit interviews.

Your answers to questions such as “ Why consulting? ” or “ Why McKinsey? ” greatly influence the final decision.

Will my case interview be in person or via Zoom?

Check with your HR contact to validate this point.

Besides, you can read this McKinsey guide about virtual interviews.

Do you recommend practicing with a coach?

Being a coach myself, I’m obviously biased.

But I tried to give you a fair answer to help you decide what’s best for you.

First, let’s define what a good coach is.

A coach is someone with an extensive experience in consulting and in helping others land offers.

For instance, your friend who just got an offer at McKinsey is NOT a coach.

Receiving an offer and explaining to others how to receive offers are two different things.

Therefore, the first criterion to decide if a coach can help you is to look at how much time they spend in:

Consulting,

Supporting candidates.

That being said, I recommend using coaching services if you can afford it.

Because this is the best way to get qualitative feedback.

You’ll know PRECISELY:

What is the distance between your performance and the performance of the top 1% of candidates.

How to quickly reduce this distance and become a top 1% candidate yourself.

At careerinconsulting.com, we have a unique coaching model:

We coach and support our clients until they receive an offer.

Interested?

If yes, check this page .

What are the basic business concepts to know?

I’ve written an article discussing some basic business concepts that might be helpful in acing your case interviews.

Any final tips?

Check these 16 case interview tips to move your skills to the next level.

For instance, you’ll learn the mistakes to avoid when developing an issue tree.

Also, check these case interview examples by clicking here .

How to get a case interview?

You get it:

Acing case interviews require a ton of hard work.

And you don’t want to put all this hard work into the trash by not being invited for interviews .

Unfortunately, the odds are against you: less than 30% of applicants are invited for interviews.

And don’t fool yourself:

Your prestigious college name and high GPA are insufficient.

Consulting firms look at a combination of factors to select the applicants invited for interviews.

So, how to pass the screening phase and be invited for interviews ?

But don’t worry, I’ve written comprehensive guides that tell you how to do it.

Write a consulting resume

How to make your resume stand out?

By writing EPIC bullet points!

So, check this step-by-step guide to turn your resume into an outstanding resume.

In this comprehensive guide, you’ll learn:

What matters the most to recruiters in consulting

How to stand out from the hordes of other applicants

What are the most common mistakes that lead to rejection (and how to avoid them)

Also, you can download templates for McKinsey, BCG, and Bain & Company.

And here is the best part:

You’ll get an exhaustive checklist to assess the readiness of your CV.

Write a consulting cover letter

At the beginning of the interview process, recruiters from top consulting firms want to know you better.

They want to know who the person is beyond the amazing achievements on your CV.

So, if you wonder how to express your motivation to join a firm, this step-by-step guide is for you.

Also, you can download winning cover letter examples that passed the screening phase at top consulting firms.

See you there !

Beyond case interview prep: Fit interview questions

Your case interview performance counts for 50% of the interviewer’s decision.

The other 50%?

Your fit interview (aka personal experience interview) performance.

So, you can’t overlook your personal experience interview preparation.

Are you in one of the following situations?

I’ve just been accepted at [fancy MBA program]. So, I know how to present myself.

I’ve just been accepted at [fancy non-consulting company]. So, I know how to present myself.

I’ve had lots of job interviews in the past. This is not new to me. Instead, I prefer to spend my time on case interview preparation because case interview is new to me.

Your preparation must be aligned with the specific requirements of consulting firms.

In other words, even if some questions are typical job interview questions (e.g., “Tell me about yourself”), their expectations are different.

For instance, consulting firms assess your strategic thinking skills even in fit interviews.

Besides, they want to understand why you are genuinely interested in pursuing a career in consulting.

Thus, here is a series of articles to help stand out during your fit interviews:

How to answer the “ Tell me about yourself ” question

How to answer the “ Why consulting ” question

How to answer the “ Why Mckinsey or BCG or Bain ” question

How to answer behavioral interview questions using the STAR framework

Read these articles, and you’ll be covered for the main personal experience interview questions.

Case interviews mimic what consultants do: solving business problems.

And often, there is no right answer.

What’s important is to show how you think.

So, I hope this guide will help ace your consulting interviews and start your career in management consulting at Boston Consulting Group or any top consulting firm.

I’d love to hear from you: What’s your biggest challenge in case interview prep?

Let me know by leaving a quick comment below right now.

-Want to know all the secrets of the consulting interview process?

👉 Check this article about the McKinsey recruitment process .

👉 Also, check this article about the Boston Consulting Group recruitment process .

Want more case interview examples? Or start to practice cases?

👉 Check this page: https://careerinconsulting.com/case-interview-examples/

You’ll find plenty of Bain case interview examples, for instance.

Finally, want to ace personal experience interview questions?

👉 Check this page: https://careerinconsulting.com/mckinsey-pei/

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4 thoughts on “Case interview prep: The definitive guide”

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Hi Sebastien, thank you for your informative article. I do struggle to assign 7 McKinsey cases into the above-provided groups, they seem to get a bit more creative every year! Do you mind commenting or advising on those?

Case/Type: 1) Case: Beautify, Potential Type: Take a strategic decision 2) Case: Diconsa, Potential Type: Take a strategic decision 3) Case: Eletro-Light, Potential Type: Take a strategic decision) 4) Case: National Education System, Potential Type: ? 5) Case: Talbot Trucks, Potential Type: Take a strategic decision 6) Case: Shops Corporation, Potential Type: ? 7) Case: Conservation Forever, Potential Type: ?

Hi. thank you for your message. Where can I find the above cases?

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Writing A Case Study

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• 1. An Overview of Case Studies
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An Overview of Case Studies

A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied. 

Case studies are often used in psychology, business, and education to explore complicated problems and find solutions. They usually have detailed descriptions of the subject, background info, and an analysis of the main issues.

The goal of a case study is to provide a comprehensive understanding of the subject. Typically, case studies can be divided into three parts, challenges, solutions, and results. 

Here is a case study sample PDF so you can have a clearer understanding of what a case study actually is:

Case Study Sample PDF

How to Write a Case Study Examples

Learn how to write a case study with the help of our comprehensive case study guide.

Case Study Examples for Students

Quite often, students are asked to present case studies in their academic journeys. The reason instructors assign case studies is for students to sharpen their critical analysis skills, understand how companies make profits, etc.

Below are some case study examples in research, suitable for students:

Case Study Example in Software Engineering

Qualitative Research Case Study Sample

Software Quality Assurance Case Study

Social Work Case Study Example

Ethical Case Study

Case Study Example PDF

These examples can guide you on how to structure and format your own case studies.

Struggling with formatting your case study? Check this case study format guide and perfect your document’s structure today.

Business Case Study Examples

A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on several details related to the initial challenge and proposed solution. 

To help you out, here are some samples so you can create case studies that are related to businesses: 

Here are some more business case study examples:

Business Case Studies PDF

Business Case Studies Example

Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It allows your prospects to see how your solutions address their needs. 

Medical Case Study Examples

Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients. 

Here are some medical case study examples to help you.

Medical Case Study Example

Nursing Case Study Example

Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.

Psychology Case Study Examples 

Case studies are a great way of investigating individuals with psychological abnormalities. This is why it is a very common assignment in psychology courses. 

By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior. 

For your help, here are some interesting psychology case study examples:

Psychology Case Study Example

Mental Health Case Study Example

Sales Case Study Examples

Case studies are important tools for sales teams’ performance improvement. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.

By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.

Sales Case Study Example

Interview Case Study Examples

Interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.

Interview Case Study Example

Marketing Case Study Examples

Marketing case studies are real-life stories that showcase how a business solves a problem. They typically discuss how a business achieves a goal using a specific marketing strategy or tactic.

They typically describe a challenge faced by a business, the solution implemented, and the results achieved.

This is a short sample marketing case study for you to get an idea of what an actual marketing case study looks like.

 Here are some more popular marketing studies that show how companies use case studies as a means of marketing and promotion:

“Chevrolet Discover the Unexpected” by Carol H. Williams

This case study explores Chevrolet's “ DTU Journalism Fellows ” program. The case study uses the initials “DTU” to generate interest and encourage readers to learn more. 

Multiple types of media, such as images and videos, are used to explain the challenges faced. The case study concludes with an overview of the achievements that were met.

Key points from the case study include:

• Using a well-known brand name in the title can create interest.
• Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
• Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.

“The Met” by Fantasy

“ The Met ” by Fantasy is a fictional redesign of the Metropolitan Museum of Art in New York City, created by the design studio Fantasy. The case study clearly and simply showcases the museum's website redesign.

The Met emphasizes the website’s features and interface by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.

For those who prefer text, each feature includes an objective description. The case study also includes a “Contact Us” call-to-action at the bottom of the page, inviting visitors to contact the company.

Key points from this “The Met” include:

• Keeping the case study simple and clean can help readers focus on the most important aspects.
• Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
• Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.

“Better Experiences for All” by Herman Miller

Herman Miller's minimalist approach to furniture design translates to their case study, “ Better Experiences for All ”, for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.

The case study presents a wealth of information in a concise format, enabling users to grasp the complexities of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.

Key points from the “Better Experiences” include:

• Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
• Include a list of products that were used in the project to guide potential customers.

“NetApp” by Evisort 

Evisort's case study on “ NetApp ” stands out for its informative and compelling approach. The study begins with a client-centric overview of NetApp, strategically directing attention to the client rather than the company or team involved.

The case study incorporates client quotes and explores NetApp’s challenges during COVID-19. Evisort showcases its value as a client partner by showing how its services supported NetApp through difficult times. 

• Provide an overview of the company in the client’s words, and put focus on the customer. 
• Highlight how your services can help clients during challenging times.
• Make your case study accessible by providing it in various formats.

“Red Sox Season Campaign,” by CTP Boston

The “ Red Sox Season Campaign ” showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, there are videos of Red Sox players, their images, and print ads that can be enlarged with a click.

The page features an intuitive design and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. There’s also a CTA that prompts viewers to learn how CTP can create a similar campaign for their brand.

Some key points to take away from the “Red Sox Season Campaign”: 

• Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
• Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.

“Airbnb + Zendesk” by Zendesk

The case study by Zendesk, titled “ Airbnb + Zendesk : Building a powerful solution together,” showcases a true partnership between Airbnb and Zendesk. 

The article begins with an intriguing opening statement, “Halfway around the globe is a place to stay with your name on it. At least for a weekend,” and uses stunning images of beautiful Airbnb locations to captivate readers.

Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.

Some key points to take away from this case study are:

• Use client's offerings' images rather than just screenshots of your own product or service.
• To begin the case study, it is recommended to include a distinct CTA. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.

“Influencer Marketing” by Trend and WarbyParker

The case study "Influencer Marketing" by Trend and Warby Parker highlights the potential of influencer content marketing, even when working with a limited budget. 

The “Wearing Warby” campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use. 

This strategy enhanced the brand's relatability with influencers' followers. While not detailing specific tactics, the case study effectively illustrates the impact of third-person case studies in showcasing campaign results.

Key points to take away from this case study are:

• Influencer marketing can be effective even with a limited budget.
• Showcasing products being used in everyday life can make a brand more approachable and relatable.
• Third-person case studies can be useful in highlighting the success of a campaign.

Marketing Case Study Example

Marketing Case Study Template

Now that you have read multiple case study examples, hop on to our tips.

Tips to Write a Good Case Study

Here are some note-worthy tips to craft a winning case study 

• Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
• Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
• Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
• Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
• Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.

There you go!

We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!

Having said that, we do understand that some of you might be having a hard time writing compelling case studies.

But worry not! Our expert case study writing service is here to take all your case-writing blues away! 

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Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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• Methodology
• Open access
• Published: 20 September 2023

Co-producing principles to guide health research: an illustrative case study from an eating disorder research clinic

• Cat Papastavrou Brooks   ORCID: orcid.org/0000-0002-3055-5301 1 , 2 ,
• Eshika Kafle 2 ,
• Natali Butt 2 ,
• Dave Chawner 2 , 3 ,
• Anna Day 2 ,
• Chloë Elsby-Pearson   ORCID: orcid.org/0000-0002-2235-2379 2 ,
• Emily Elson 2 ,
• John Hammond 2 ,
• Penny Herbert 2 ,
• Catherine L. Jenkins 2 ,
• Zach Johnson 2 ,
• Sarah Helen Keith-Roach 2 ,
• Eirini Papasileka 2 , 4 ,
• Stella Reeves 2 , 5 ,
• Natasha Stewart 2 ,
• Nicola Gilbert 2 , 6 &
• Helen Startup 2  

Research Involvement and Engagement volume  9 , Article number:  84 ( 2023 ) Cite this article

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There is significant value in co-produced health research, however power-imbalances within research teams can pose a barrier to people with lived experience of an illness determining the direction of research in that area. This is especially true in eating disorder research, where the inclusion of co-production approaches lags other research areas. Appealing to principles or values can serve to ground collaborative working. Despite this, there has not been any prior attempt to co-produce principles to guide the work of a research group and serve as a basis for developing future projects.

The aim of this piece of work was to co-produce a set of principles to guide the conduct of research within our lived experience led research clinic, and to offer an illustrative case for the value of this as a novel co-production methodology. A lived experience panel were recruited to our eating disorder research group. Through an iterative series of workshops with the members of our research clinic (composed of a lived experience panel, clinicians, and researchers) we developed a set of principles which we agreed were important in ensuring both the direction of our research, and the way in which we wanted to work together.

Six key principles were developed using this process. They were that research should aim to be: 1) real world—offering a clear and concrete benefit to people with eating disorders, 2) tailored—suitable for marginalised groups and people with atypical diagnoses, 3) hopeful—ensuring that hope for recovery was centred in treatment, 4) experiential—privileging the ‘voice’ of people with eating disorders, 5) broad—encompassing non-standard therapeutic treatments and 6) democratic—co-produced by people with lived experience of eating disorders.

Conclusions

We reflect on some of the positives as well as limitations of the process, highlighting the importance of adequate funding for longer-term co-production approaches to be taken, and issues around ensuring representation of minority groups. We hope that other health research groups will see the value in co-producing principles to guide research in their own fields, and will adapt, develop, and refine this novel methodology.

Plain English summary

It important that when researchers are trying to understand illnesses they do this together with people who have experienced them. This can be difficult, because researchers often take over—even if everyone is meant to be working as a team. We are a group of people trying to understand eating disorders and help people who have them get better. In our group there are some people that have experienced an eating disorder, health workers and researchers.

We thought it might be helpful if we could start by working out what things were most important to us as a group, and then try to stick by them. We talked a lot together to come up with a list of principles.

The six principles we thought were the most important were that research should make a difference to people’s lives, see people as individuals, be hopeful, make sure that people have a voice, look at things that aren’t traditional therapies, and always work together as equals.

There are some issues with what we did; we found it hard to get a good mix of people in our group, and we were lucky in having enough money to pay people to do what we wanted to do, which is not always true. Despite this, we still hope that other teams might look at what we have done, and see if they could build on it, or change it, so it would work for them.

Peer Review reports

Co-production approaches

Co-production has been defined as the delivery of “public services in an equal and reciprocal relationship between professionals, people using services, their families and their neighbours” [ 21 ], placing a strong emphasis on the importance of citizens’ power and worth [ 26 ]. The initial emergence of co-production within health services stemmed from a critique of the limited power patients had to shape the service they received, and the failure of services to acknowledge and respond to patients’ often negative experiences [ 32 ]. Despite the argued importance of co-production in terms of its substantive, instrumental, normative and political value [ 94 ] there have been significant criticisms of what is typically described as ‘co-production’ in health services. This includes the claim that co-production rarely involves a transfer of power to patients [ 136 ], instead involving a co-option of people’s lived experience to be used for agendas which are foreign to them and their interests [ 102 ]. Genuine co-production is often impossible due to the reality of the power imbalances present in the psychiatric system [ 97 ], and—by masking and de-politicising these imbalances—it can serve to exacerbate them [ 124 ].

Within health research, co-production approaches come with their own associated set of difficulties [ 79 ]. Relationships within research often mirror those between patient and clinician and there can be a division between researchers who are seen as active, knowing and rational in contrast to the passive, known and irrational objects of health research—patients [ 66 ]. Although evidence-based practice is often reified as a values-neutral methodology [ 14 ], it involves the privileging a specific scientific or rationalistic voice, excluding ways of knowing which do not conform to this and often constituting a form of injustice against epistemically marginalized groups [ 30 , 37 ]. This critique is foundational to the emerging field of mad studies, which seeks not to just include mad people within mental health research by forcing them to assimilate within traditional methodological frameworks but demands instead substantial changes to the way we conceive of and conduct research [ 44 , 63 ]. Thus the aims of mad studies include both “showing that there is method in our madness; and on the other side, preserving madness in our method” [ 63 ].

In addition to these theoretical issues, co-producing research with patients can often have significant psychological and emotional costs for them, partially as a result of increased interpersonal conflict which often occurs [ 94 ]. Collaborating with patients on mental health research has been conceptualised as occurring on one of three distinct levels: consultation, collaboration, and user-controlled,Rose and Kalathil [ 105 ] argue that consultation is superficial and lacks value, and that collaboration only requires power imbalances to be hidden as opposed to abolished, meaning it inevitably collapses into consultation. On this model, methodologies like participatory action research—which centre around collaboration between researchers and participants [ 54 ] though do not challenge either the conceptual distinction or the power-relations between them typically fall under the category of collaboration. Only user-controlled research can preserve patients’ autonomy and ability to affect the research process without the risk of co-option [ 105 ].

Co-producing eating disorder research

Eating disorders (EDs) are a classification of disorders which involve feeding and eating disturbances which cause significant clinical distress [ 76 ]. An estimated 725,000 people in the UK are affected by EDs, at an estimated cost of 3.9–4.6 billion pounds annually to the NHS [ 15 ]. Anorexia Nervosa (AN) and Bulimia Nervosa (BN) are two eating disorders with high mortality rates, compared to the general population [ 11 , 128 ] with AN leading to the highest mortality rates compared to all other psychiatric illnesses [ 11 ].

Despite this, the strength of evidence for eating disorder treatments is modest [ 23 , 58 ] with no gold standard psychological interventions available for adult presentations of AN [ 83 ] or BN [ 96 ]. Systematic reviews of randomised control trials (RCTs) in eating disorders have found the evidence for psychological therapies for eating disorders inconclusive [ 24 , 58 ]. Therapies for eating disorders have a minimal evidence base, consisting of a very small number of studies [ 113 ], with and high impact factor journals publish significantly fewer papers on eating disorders than other psychiatric conditions [ 113 ]. This may be due, in part, to a deficit in funding for eating disorder research in comparison to the burden of illness [ 38 , 83 ], mirroring a lack of funding for clinical services [ 6 ].

However, another reason for the lack of effective evidence-based treatments for people with eating disorders could be comparative failings of integrating lived-experience perspectives into research in this area. Aspects of co-production have been incorporated into case-studies [ 4 , 5 , 19 ], the development of novel pathways such as FREED [ 7 ], within service delivery [ 75 ] and in research priority setting [ 9 , 92 ]. Feminist approaches within an eating disorder context have also been significant in challenging the politics and validity of diagnoses and power-imbalances within treatment, through drawing on women’s embodied and socially situated lived experience of having an eating disorder [ 72 ]. However, co-production within eating disorder research is not as established as service-user /survivor led research in other areas [ 44 , 104 ], where research teams and projects are either headed by or predominantly composed of lived-experience researchers.

Principles for co-production

A barrier to co-production in health research more generally, and eating disorder research specifically, might be that people with lived experience of an illness are often brought in to work on a specific research project, the parameters, aims and methodology of which have been set prior to their involvement. This contrasts with longer term work conducted by research teams including people with lived experience as key members—who might have the capacity to work together over a longer time-period to decide the direction they want their research to go in, and co-produce projects from the ground-up. Developing projects according to research principles has been found to be helpful in enabling this kind of longer-term collaboration, particularly around ideas of sharing power and building trust [ 31 ]. Many historically significant groups of mental patients advocating for their rights and to change mental health services have manifestos structured around shared values they collectively organize on the basis of CAPO [ 28 ], Mental Patients Union [ 81 ], MPU [ 82 ]. Within mental health services, there has been work carried on co-producing principles to guide the development and evaluation of peer worker roles [ 50 ], for best practice in school mental health [ 133 ] and within health research to develop principles for community-based research [ 107 ]. However, to our knowledge, there has not been an attempt to develop principles to form the basis for co-producing research between people with lived experience of a particular mental health issue and researchers, who though they might happen to have lived experience of what they are researching, are not employed in that capacity. Principles may help to guide the research process, facilitate collaborative working, and form the shared basis from which to derive research priorities. We believe that doing so could be an important way of preventing the collapse of collaboration into consultation [ 105 ].

The SPIRED research clinic

SPIRED (Sussex Partnership Innovation and Research in Eating Disorders) research clinic was founded in January 2021 and is composed of people with lived experience of eating disorders, researchers and clinicians working in the Sussex Eating Disorders Services within Sussex Partnership NHS Foundation Trust (SPFT). These identities are not mutually exclusive; many SPIRED clinic members will fall under two or more of these categories, and we aspire to be a team where clinicians and researchers are able to share their own experiences of mental health issues, regardless of their formal role [ 70 ].

To ensure those with lived experience had oversight in the research activities of the clinic, a lived experience panel was recruited in collaboration with SPFT’s Patient and Public Involvement (PPI) team [ 115 ]. The PPI team oversees the development of lived experience advisory panels (LEAPs) to ensure that those with lived experience can provide insight into the research conducted within SPFT. An advert was circulated on social media, within SPFT and with partner organisations to recruit individuals with diverse experiences of eating disorders and eating disorder treatment and was also circulated to patients within the trust eating disorder service who were at point of discharge. Sixteen individuals were recruited to the lived experience panel, and consequently SPIRED. The criteria for recruitment were that they had to identify as having experienced an eating disorder, regardless of whether that had been formally diagnosed. They were not required to reveal any information about their eating disorder. Since the eating disorder service SPIRED is connected to is for adults, all SPIRED lived experience panel members are over eighteen. Although these individuals were specifically recruited for a lived experience role, some of them also had clinical experience within the NHS, as well as research expertise. A co-production approach is followed in research conducted by SPIRED [ 32 ], echoing the rhetoric 'no decision about me without me' [ 41 ]. Within SPIRED, those with lived experience of EDs contribute to developing ideas, overseeing projects and conducting research.

To co-produce a set of principles to guide research, within an eating disorder research clinic composed of people with lived experience of an eating disorder, clinicians, and other researchers.

To provide an illustrative case for our approach as a novel co-production methodology, by demonstrating how co-producing developing principles can lead to a clear and defined research agenda.

Development of principles

Prior to the first SPIRED team meeting, the lived experience panel and SPIRED team members were invited to complete a questionnaire. The questionnaire was developed by the SPIRED clinic research assistant, a Service User and Carer Involvement Coordinator from the SPFT PPI team, and a member of the lived experience panel.

The questionnaire consisted of four open ended questions, and asked members to share whatever they felt comfortable sharing: their experience of eating disorders and eating disorder services, their view of what lived experience involvement in research meant, what they wanted to contribute to SPIRED aside from their lived experience of an eating disorder, and what they felt should be the key priorities for eating disorder research.

Responses were loosely summarised by theme and presented at the first SPIRED clinic meeting (facilitated over an online platform), where seventeen members were present, including eleven members of the lived experience panel. Small group discussions were held in break-out rooms to develop key principles, followed by feedback and a discussion with the whole group. Extensive notes were taken of all these discussions.

These notes formed the starting point of a smaller working group, with three lived experience panel members and two other SPIRED clinic members. A consensus-based decision making methodology [ 56 ] was used to derive core principles from the discussions of the wider SPIRED group. All the key principles derived from the initial meeting were discussed individually, with each working group member holding veto-power for any decision around a particular principle (whether that was to include or to exclude it). This then halted the decision, and the principle was then re-discussed and modified until consensus could be reached [ 56 ]. Following agreement about which principles to include, this consensus-based process was used for decision-making around which of the principles could be synthesized.

A group facilitator chaired the meeting and made notes on ongoing discussions to enable further reflection. The lead author then wrote up the main sections of this paper, which were then circulated to all SPIRED clinic members for comments and feedback, following which extensive changes were made to this paper.

Reflexivity

Everyone who has contributed to this paper at any stage has been invited to co-author (including the lived experience panel). Although we felt it was vital to highlight the extent of the contribution of the lived experience panel in the co-production of these principles, we did not want to force any individual to identify themselves as someone with lived experience of an eating disorder. Therefore, all authors are listed solely as SPIRED clinic members.

The SPIRED clinic consists of individuals with a range of experiences of different eating disorders, eating disorder services, clinicians, and researchers. We aimed to ensure representation from neurodivergent people, LGBTIA people, men, and people of colour (POC), all of which are often marginalised within eating disorder treatment. However, we recognise that POC are particularly underrepresented on our lived experience panel, which may have impacted on the principles that our research team chose to prioritise.

The SPFT Research Governance department confirmed that ethical approval was not necessary for this project, as there were no participants.

Because of the increased sensitivity of sharing personal information about mental health, co-authors who were lived experience panel members also signed a consent form to be anonymously quoted in this paper.

As a result of the process outlined above, the following six principles were determined to be fundamental in guiding our research. We believe in eating disorder research which is: real world, tailored, hopeful, experiential, broad and democratic (see Fig.  1 ).

Overview of SPIRED principles

We have chosen in this section to integrate the ‘results’ of our decision-making with existing literature, as this best reflects both our aims in doing this work and the process through which the principles came about. Traditional qualitative research results focus solely on ‘participant data’, viewing people experiences, viewpoints, and theorizing as data-points to be analysed by a researcher, and then contextualized within the discussion section of a paper. However, our lived experience panel (along with other clinic members) are not participants, but researchers, and drew on both their own individual experiences but also their understanding and critical assessment of the research literature during this process. This demonstrates the capacity of lived-experience led research to create new forms of knowing outside traditional research binaries, such as those between researcher and researched [ 63 ]. Because our discussions as a group, both in the meetings, and over email, involved sharing and reflecting on research findings, this structure has been mirrored in our write-up. The point of this work was to create a set of principles that would be foundational for our work together and could be shared with others. Although this paper describes the process by which we developed these principles, we consider the below results section not the output of a novel co-production process, but also an argument for change [ 16 ].

Given the paucity of research on efficacy and acceptability of ED treatments, there is an urgent need for research which is ‘real world’ and makes an immediate, practical impact on the lives of people with eating disorders. Within SPIRED, this could include developing and evaluating novel interventions for eating disorders [ 93 ], evaluating, improving and developing ED service provision [ 109 ] or engaging with policymaking to ensure it is evidence-based.

Current research does not seem to consistently meet the needs of those with EDs. Although recent research has established connections between the presence of an ED and brain structure and functioning [ 42 , 117 ], translating findings on neurofeedback and biofeedback into effective treatment has proven difficult, with current therapeutic options proving too invasive and costly [ 126 ].

Due to the high mortality rate of EDs and current lack of evidence-based treatment, we call for urgent prioritisation of funding for well-targeted research that can be translated into concrete and immediate changes in service provision [ 55 ].

Where evidence-based treatments do exist, researchers have often been slow to adapt them effectively for marginalised groups [ 2 ]. We believe that eating disorder treatments and services should adopt an intersectional approach [ 25 ], recognising that people have differing identities, such as race, class, gender and sexuality, which interact and result in differing experiences of oppression [ 36 ]. Consequently, ED research should offer evidence-based ways of tailoring existing interventions to include minority groups and acknowledge the systemic factors which may create inequalities in accessing ED treatment [ 17 ].

Within ED research, particular groups have been excluded from treatment development, and treatment and service provision, so are often missing in the dialogue within eating disorder research. These include: people with other comorbid mental health issues [ 10 , 17 , 69 , 137 ], autistic spectrum conditions [ 3 , 22 , 40 , 62 , 118 , 121 ], people with binge-eating disorder, EDNOS/OSFED or ARFID [ 11 , 13 , 106 ], men [ 103 , 112 , 120 , 134 , 138 , 140 ], racially minoritized groups [ 1 , 20 , 52 , 53 , 77 , 114 , 119 , 139 ] and LGBTIA people [ 8 , 27 , 51 , 80 , 85 , 95 , 98 ].

Whilst acknowledging the issues within current ED research is important, it is vital to hold an optimistic and forward-thinking stance on treatment for EDs. Individuals with eating disorders often experience high levels of hopelessness [ 116 ], and as a result interventions which target “hope” and forward looking thinking have been found to be effective in facilitating recovery [ 64 , 116 ]. Empathy and the provision of hope have been repeatedly found to be the most important features in health professionals working with patients with eating disorders [ 43 , 46 , 65 , 135 ].

Evidence suggests that peer support can provide the support and connection necessary to increase people’s sense of hope for recovery, as a key mechanism of change [ 29 , 48 , 86 , 101 , 110 ].

Interventions which harness peer support have included online discussion forums [ 67 , 86 ], formal mentoring programmes [ 57 , 99 , 100 ] and clinicians use of their own personal recovery in the treatment of eating disorders [ 34 , 131 ].

Experiential

Eating disorder research often focuses on quantitative outcomes such as BMI to evaluate interventions [ 12 , 24 ]. However solely focusing on BMI as an indicator of recovery is not recommended by NICE guidelines [ 90 ]. This narrow focus on BMI can cause iatrogenic harm to patients [ 88 ], and marginalise patients with diagnoses aside from AN [ 130 ].

The importance placed on measuring people with eating disorders bodies, over listening to their experience, can be understood utilizing the philosophical concept of epistemic injustice; whereby patients’ knowledge about their own condition is disregarded, and they are reduced to passive ‘objects’ to be measured, instead of active and knowing subjects [ 37 ].

A significant part of recovery from eating disorders can involve developing a “recovery” voice separate from the illness [ 18 ], with effective therapeutic interventions utilising creative ways of developing this [ 59 , 60 ]. The current focus on BMI as an indicator of recovery does not take patients own knowledge and understanding of their illness into account and overlooks the subjective experiences of those with EDs receiving treatment.

We feel there is a need for an increase in qualitative research which explores the perspectives of ED sufferers and aims to understand their experiences. This may be key for developing more effective interventions in this area [ 35 ].

Although traditional therapies for EDs can form an important part of ED recovery, they do not address all the factors which have the capacity to have a positive impact of the lives of those with EDs. It is well established in the literature that carers play an important role in recovery [ 108 , 123 ], as well as peers [ 57 ]. Despite acknowledgment that carers might struggle in these roles [ 33 ], research exploring which factors impact carer wellbeing, and what support they might benefit from, is still a comparatively new field [ 122 ].

There is an emerging evidence base on the impact of holistic therapies on EDs, including art therapy [ 47 , 61 ], dance [ 71 ] and comedy [ 78 ]. This is consistent with an understanding that ED recovery involves rebuilding a life outside the ED [ 135 ] beyond simply managing the illness [ 39 , 74 , 111 ].

We believe that it is important to broaden out the research focus from the development and evaluation of therapies, to consider provision of support to all parts of the ‘system’ (family members, carers, peers, clinicians) as well as focusing on the development of novel and creative interventions.

Despite the importance of involving patients and carers in eating disorder research and service provision there is often limited ‘co-production in this area’ [ 87 ], with inclusion of lived-experience perspectives “scarce to date” [ 84 ].

It is our belief that many of the current issues we have highlighted in eating disorder research are the result of not including the perspectives and expertise of people who have experience of eating disorders. Co-production in eating disorder research is particularly important in determining how to define and evaluate recovery in eating disorders (moving away from narrow outcomes like BMI) [ 68 , 125 ] and towards a richer understanding of the recovery process [ 135 ].

We advocate an approach to research that involves service-users/survivors and clinicians working in partnership with other researchers, in all aspects of eating disorder research. This could include setting research priorities, designing research projects, conducting all aspects of research, and disseminating research and engaging the public.

We wanted to trial a ‘principles-first’ approach in developing research projects within our eating disorder research clinic (SPIRED), as we hoped that it would give us a direction and mandate for our work stemming from all members of the clinic. Through a series of workshops, we co-produced a set of principles to guide the direction and process of our work together, agreeing that the eating disorder research we conducted would be real world, tailored, hopeful, experiential, broad, and democratic.

In this section we first offer some reflections on the process from clinic members, highlighting strengths and weaknesses of the approach we took, before setting these in the context of the broader literature.

Reflections

Members of the SPIRED research clinic wrote reflections on their experience of co-producing principles to guide our research and collaborating on this paper. We present these in their individuality and diversity, instead of coming to a single reflexive position (as authors) on the strengths and limitations of the process we took.

There was consensus that any division between members of the lived experience panel and other researchers and clinicians was not only artificial (as members had a multiplicity of roles and identities in their lives), but also undermined the democratic way we aimed to work together. People are identified here by whether they are a professional member or a lived experience panel member within the SPIRED clinic, however we wanted to emphasize that they will have other identities and areas of expertise. We identified people in this way as we thought it was important to acknowledge the power imbalances that exist between lived experience panel members, and those employed by the trust in a more permanent capacity.

“[Contrasting lived experience perspectives with clinicians and researchers] creates an artificial binary where our ED defines us—instead of recognising multiple identities. I fit into each of these 'categories’, but the research process runs the risk of reinforcing power differentials and that we ARE the ED. An ED can silence our sense of self and other aspects of identity—the research process shouldn't replay this.” -Lived Experience Panel Member

"I was looking forward to contributing as someone with Lived Experience, because I work as a research student in my day job, so I wear two hats and have seen first-hand the value in incorporating Lived Experience perspectives.” -Lived Experience Panel Member

“As a clinician and researcher who has also had experiences of being on the other side of service provision, I was acutely aware of the ‘us and them’ divisions that play out in both clinical and research settings, and how these divisions can make it harder for people to open up and express fully their views about any care they might or might not have received. We are then missing important information around how to develop interventions and improve care delivery.” -Professional Member

One of the most significant things about the process for many SPIRED members was that the initial meeting was one of the first times they were able to be open about, integrate and use their multiple identities. This meeting was felt by many as cathartic, hopeful and powerful, as well as providing a solid foundation for collaboration.

“As a mental health professional, who was sharing my experiences of being a service user for the first time in front of other professionals, I felt scared and shy at first. Everyone was supportive and reassuring, and I never felt “less than” for sharing my lived experience.” -Lived Experience Panel Member

“I was keen that the LEAP was a place that welcomed all perspectives and we put a lot of thought into the initial meetings to create a psychologically safe arena for people to know they could be open and honest. An example of this was me sharing that I had not had good experiences of service use, to help others feel that all perspectives were welcome and to counter the us and them divide.” -Professional Member

“There was such a really open atmosphere in that first meeting—I shared things about my mental illness for the first time in a work context. I think this was such a respectful and trusting basis for the later consensus-based decision-making work we did together in developing the principles.” -Professional Member

Part of why the process of co-producing principles was felt to be successful, was because everyone shared similar motivations for wanting to be part of the SPIRED research clinic. These included a motivation to improve eating disorder treatment, alongside a commitment to genuine co-production, as opposed to lived experience involvement just having a ‘rubber-stamping’ function.

“Having been denied help because of a “normal BMI”, deteriorating and then being on a waiting list for months I felt the need to do something- just anything to take this disappointment and anger towards services and turn it into something a bit positive.” -Lived Experience Panel Member

“I think my main motivations for helping out are guilt, being bluntly honest. I had amazing treatment—the best. Not everyone is so lucky. So, I want to pay that forward and try in any meagre way to give back.” -Lived Experience Panel Member

“I really wanted to work at SPIRED because the people who set it up were so clear about how much they valued co-production as core to the way they worked.” -Professional Member

“I was happy that everyone seemed to be on the same page and have a shared passion for improving lives for people with eating disorders.” -Lived Experience Panel Member

All the co-authors of this paper except two, were present for the initial meeting and subsequent discussions. However even those who joined the process later, felt aligned with what had already been done.

“I have been struck by the paucity of research focused on ED interventions, particularly the lack of research which is co-produced with those with lived experience. Despite not being involved in the discussions in which SPIRED principles emerged, I believe the research priorities outlined by SPIRED are incredibly important and reflective of my own values.” -Professional Member

“As I was reading through, I couldn’t believe how aligned they were with my own personal views on co-production and the importance of lived experience perspectives in research […]. This is such a hopeful piece of work.” -Professional Member

Those responsible for facilitating the initial meeting, and supporting the lived experience panel going forward, were keen to reduce the burden on them from engaging in this work.

“I was also aware that speaking about your own difficult experiences can be exhausting, triggering and recovery is not neat; people can relapse and struggle. I didn’t want there to be only a couple of people who were relied on excessively for contributions, so there was an idea that people could dip in and out depending on capacity and interest.” -Professional Member

However, despite the shared wish to make lived experience work core to the SPIRED clinic, structural inequalities between the clinic members were a significant barrier to democratic working. Clinicians and researchers were employed on a substantive basis, whereas the lived experience panel were employed on a casualized basis, occasionally doing work—but with limited funding. This meant that often they were not able to lead on aspects of the research.

“Although I do have lived experience of mental illness (including disordered eating) I’m not one of the Lived Experience Panel members for SPIRED, and it should have been one or many of them that wrote up this paper—which they would have been much better placed to do than me. However sadly we didn’t have a permanently employed lived experience researcher, or enough in our PPI budget to pay for this work to be done on a casualised basis.” -Professional Member

Some people felt that this led to differences between how lived experience panel members and other SPIRED clinic members were treated, though others didn’t share this view.

“[There was a] 'distance' between the researchers and those assigned a 'lived experience' identity in having limited communications from the project.” -Lived Experience Panel Member

"Every communication I had from the PPI team felt like they were talking to an equal member of the team. Same for the paper- I didn’t feel like my thoughts and comments counted less because I was a LEAP member and not a researcher." -Lived Experience Panel Member

In general, people felt pride in what we’d achieved together and positive about the personal benefits of creating this paper.

“I remember feeling very proud of having contributed on that piece of collective work.” -Lived Experience Panel Member

“Lived Experience contributors don't often have a "career pathway" or professional development opportunities, so helping to shape an academic paper—and this was before I had published anything in my own field, as a student—was a really valuable experience.” -Lived Experience Panel Member

Our work in context

We set-up our lived experience led research clinic due to a belief that ED research was not currently adequately meeting the needs of the population it aimed to serve.

It is our view current issues in ED research are partially due to the distinct absence of the voices of those with lived experience of EDs and a lack of co-production in ED research.

We wanted to address the absence or superficiality of co-production in ED research by co-producing a set of principles which would be a mandate for our work together and ensure that it was grounded in what we cared about as a team. Although it initially seemed unlikely that a consensus-based decision-making methodology [ 56 ] would be successful, given the range of people with different backgrounds and experiences and priorities in our initial clinical meeting, this has not been our experience. Even the initial questionnaires that were completed by all clinic members — prior to meeting —s howed significant overlap in which principles people wanted to prioritize, and discussions further solidified these shared understandings and commitment. There was debate at all stages of the process of developing the principles, from initial workshops through to comments on drafts of the paper. These issues were resolved through discussion (during meetings as well as via email),this resolution tended to occur by describing the principles in a nuanced way that incorporated critical feedback from clinic members. All members enthusiastically agreed with the way the principles were framed in the final draft of this paper.

We were fortunate as a research clinic in having funding allocated to us for about 60 h of PPI time annually, as well as a dedicated PPI co-ordinator for our clinic, and a broader PPI team within our NHS trust who were able to advise on issues. This enabled us to take a longer-term strategy for PPI, as opposed to only having funding tied to specific research projects — where the aims and the method of the project had already been determined. Even though UK funders often include a requirement for PPI to have occurred at the project development stage [ 91 ], meaning that research institutions often have funding available for this specific purpose, it is rarer that PPI funding is allocated to a research team to spend in any way they think appropriate. However, this was essential to the kind of approach we were able to take. Additional funding would have allowed us time and research capacity to use a wider variety of methodological approaches to co-produce principles,we would love to see the work outlined in this paper built on and added to by other researchers trialling different and more systematic approaches for doing so. We believe that it is important to have more substantive lived-experience positions in research, something that we would like to see in our research clinic.

We recruited our PPI panel from social media, as well as patients who were at the point of discharge. As outlined above, POC are not adequately represented on our lived experience advisory panel, something that is a significant issue with many cases of co-production and PPI within research [ 49 ]. Developing ongoing collaborations with organisations focused on health research specific to POC, as well as putting systems in place to enhance recruitment of POC to senior positions within research teams [ 45 ] are both strategies that could improve these issues. However, neither of these constitutes a ‘quick fix’, and we were keen to work to address the underlying issue causing under-presentation of POC on our LEAP, as opposed to just advertising specifically for more POC which we felt was tokenistic.

We wanted to ensure that the research funding that we applied for corresponded to our research agenda — which was derived directly from our principles. However, in trying to develop competitive funding applications which fell under the ‘broad’ principle (i.e., developing and evaluating non-standard therapeutic treatments, including peer-support) it became clear that fewer health research funding sources would consider these kinds of treatments, as opposed to more traditional therapies. It appears that currently, ED research priorities can be guided by funders [ 38 ], rather than those with lived experience of EDs, who can provide valuable insight into where research efforts need to be urgently directed.

Priorities and principles and developed as a result of co-production approaches such as that one taken in this paper are often critical in approach and conflict with existing recommendations for eating disorder treatments [ 89 ], as approaches which seek to elevate the voices of service users have found in other areas [ 129 ]. However, we feel that this conflict has arisen because of the historic marginalization of lived experience voices within mental health research, and the lack of power people with lived experience still have in collaborating on research projects [ 73 ]. Given the evidence that research priorities determined by ED service-users produce better interventions and outcomes [ 132 ], and the ineffectiveness of current ED treatments [ 58 ], we believe it time for a new approach—led by those with lived-experience of eating disorders.

To our knowledge, we are the first health research group to have co-produced principles as the basis for our work together—putting us more in line with grassroots campaigning organisations [ 81 , 82 ]. However, these historic organizations rarely outline the process by which they produce their manifestos, which makes it hard to replicated and develop their methodology. There are several limitations to this piece of work, however we hope that other researchers will both build upon and refine the approach outlined in this paper and develop new methodologies for enhancing co-production within health research through the creation of principles to guide their collaborative work. More broadly, we wanted to provide an illustrative case for the value and generative potential of co-producing principles to guide health research and enable long-term collaboration between people with lived experience of an illness, and other researchers [ 127 ].

Following the development of SPIRED principles they were included in an All-Party parliamentary group report on eating disorders led by BEAT [ 16 ], as an example of how "a relatively small investment can make a big impact in building local research capacity and supporting the application of research findings into clinical practice."

Availability of data and materials

Not applicable.

Abbreviations

• Anorexia nervosa
• Bulimia nervosa

Eating disorder

Patient and public involvement (in research)

Sussex Partnership NHS Foundation Trust

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How to build a keyboard: Beginner-friendly gaming keyboard build guide

I f you want to learn how to build a keyboard, this easy gaming build is a great place to start. DIY keyboards can be a bit overwhelming at first, especially when it comes to gaming. For a good gaming keyboard, you want light and fast switches, a wired case, and preferably some RGB. This build has all of that and it’s beginner friendly! 

This guide covers all of the parts you need and the step-by-step build process.

How to build a keyboard: DIY gaming build overview

 I build and test keyboards for a living, so I specifically chose the parts for this list with gaming in mind. There is some room for personalization, though. For instance, you can get the case kit with or without switches. Adding switches is only about $20 extra, so if you want to save a bit of money, that could be a great solution. 

Here’s an overview of the parts you’ll need: 

Case kit: Ducky ProjectD Tinker65

This build starts with the ProjectD Tinker65 case kit. ProjectD is a sub-brand of Ducky, which is known for its colorful premium mechanical keyboards. The Tinker65 is a DIY kit, which means it comes pre-assembled with the case, PCB, plate, sound-dampening foam, gasket pads, and USB-C cable. I highly recommend beginners use a DIY kit like the Tinker65. It makes building your first keyboard much easier while still leaving room for customization in the future.

The Tinker65 has a sleek case design and includes a braided detachable USB-C cable. It’s compatible with 3-pin and 5-pin switches, so you can use virtually any switches you want with this board. 

It also includes south-facing RGB that’s fully customizable through the free VIA app , which you can use through your browser. It’s one of my favorite keyboard customization apps since it’s so easy to use, so it’s nice that the Tinker65 is compatible out of the box. 

Overall, the Tinker65 is a good choice for anyone who wants to learn how to build a keyboard without making it too complicated. The RGB and USB-C wired connection also make this perfect for gaming. 

The only downside is the somewhat awkward process of opening the case. If you want to do any mods, like a tape mod, you will need to take the keyboard apart. Unfortunately, the way the Tinker65 is designed can make that a little challenging. The top half of the case snaps onto the lower half, so you need to be very careful popping the two halves apart to ensure the plastic doesn’t break. I was able to disassemble it, though, and successfully did a few mods on mine. 

Switches: Kailh Box Jellyfish

It’s hard to go wrong with Kailh Box switches, but there are a lot to choose from. For this build, I selected the Kailh Box Jellyfish since it’s a balanced switch that’s good for both gaming and typing. 

The Kailh Box Jellyfish is a 5-pin linear switch with 50g actuation force and 4mm of total key travel. The body is fully clear, which is perfect for the RGB included on the Tinker65. These switches are a bit pricey, coming in at $52 for 70 switches (or $0.60 per switch), so if you want a cheaper alternative, go for a Cherry-style linear switch.

Keycaps: Ducky Dino MDA

When it comes to keycaps, you can choose almost anything. This is the easiest (and often most fun) part of learning how to build a keyboard since you can choose whatever keycaps you want. Your keycaps don’t impact the performance of your keyboard much, although the shape of the keycap can change how your switches sound. 

For this build, I went with a set of Ducky Dino MDA keycaps . They’re made of PBT, which is much more durable and high-quality compared to cheaper ABS. I love the font and color scheme of this set and they only cost $29, which is a great price for a full set of PBT keycaps. 

A keycap profile is the shape of the keycap. Cherry and OEM keycaps are the most popular and usually what most people are used to. XDA keycaps have a wide, flat top that’s great for typing but not as convenient for gaming. MDA was the perfect mix of XDA and Cherry, making this set of Ducky keycaps good for both typing and gaming. You can swap them out for any keycaps you want, though.

Tools: Switch puller, keycap puller, and switch lubrication kit

Lastly, you will need a few tools for this build, including a keycap puller, a switch puller, a small screwdriver, and a switch lubrication kit. I recommend lubricating your switches to make them as smooth, fast, and quiet as possible, but that step is completely optional. 

The ProjectD Tinker65 includes a switch puller and keycap puller, so you shouldn’t need to buy those. If you do want to lubricate your switches, you can pick up a kit on Amazon for $15. 

Build process: 3 easy steps

Now that you have all the parts you need for this easy gaming build, it’s time to learn how to build a keyboard. It only requires three steps, although if you want to lubricate your switches, you will have to do that first. 

Step 1: Install switches

Since the ProjectD Tinker65 is a case kit, it’s ready to go right out of the box. So, we can jump straight to installing the switches. This step works the same way regardless of whether or not you lubricated your switches first. 

Line up a switch so the two metal pins on the bottom match up with the two slots in the north edge of a switch socket. The ProjectD Tinker65 has south-facing RGB so the RGB lighting gap on the switch should be facing south (toward the spacebar). When you have the switch lined up, sit it in the switch socket and press down until it clicks into place. 

The Kailh Box Jellyfish was a bit of a tight fit in the sockets on the Tinker65, so it may require a bit of force. Don’t be worried if the plastic plate on the Tinker65 flexes, though – that’s just the keyboard’s gasket structure. 

Step 2: Install keycaps

After each switch is snapped into place on the Tinker65, you can install your keycaps. This is super easy, but you may want to pull up a picture or another keyboard to make sure you put all your keycaps in the right spot. Simply sit a keycap on top of a switch and press down. 

The keycap should pop into place on the switch without much force. Keep in mind, you’ll need to press larger keys down on each side to make sure the stabilizers are in place, as well.

Step 3: Test keys and customize RGB

The final step in the keyboard build process is testing. You can use a typing tool to make sure each key is working right. My personal favorite is monkeytype , which is easy to use and has a bunch of fun color themes. Alternatively, you can open a blank text document and press each key to make sure it registers. 

If any keys aren’t working, remove the keycap and the switch. Usually this is due to a bent switch pin. If so, simply take a pair of tweezers or needlenose pillars and gently bend the pin straight again then reinstall it. 

During this step, you can also use VIA to customize the RGB on the Tinker65. VIA allows you to customize your RGB per-key or use a few pre-made lighting patterns. It’s free and you can use it directly through your browser so you don’t even need to download anything.  

Learn how to build a keyboard with the Ducky ProjectD Tinker65

Learning how to build a keyboard is a great way to get into the custom keyboard hobby. This gaming keyboard build with the ProjectD Tinker65 is perfect for beginners since the pre-assembled case kit streamlines the build process. At the same time, you get a fast USB-C wired connection and RGB, both must-have features on any gaming keyboard. 

If you’re looking for ways to upgrade your custom keyboard or build your keyboard modding skills, check out our guide to the top six cheap and easy mechanical keyboard mods next. 

Biology and management of wild lupine ( Lupinus perennis L.): a case study for conserving rare plants in edge habitat

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Wild lupine ( Lupinus perennis ) is a perennial plant originally found primarily throughout the United States and Canada in oak savannas, which are considered an ecotone between prairie and forest. Because of primary habitat loss, this early successional plant is declining and now persists in managed edge habitats such as power line rights-of-way and roadsides across much of its range. Many edge populations of wild lupine are small and isolated, which can hinder the reproduction of this pollinator-dependent plant. Here, we synthesize current literature about the biology and management of wild lupine and associated plants and insects. We also highlight current gaps of knowledge to guide future research on wild lupine and, more generally, on savanna-like habitats. The information provided here on lupine serves as a case study for how edge habitat conserves rare plant species reliant on disturbance. Overall, habitat characteristics that seem best for wild lupine include a gradient of canopy cover from moderate to open, well-drained soils, and a low abundance of understory woody plants. Land management, including prescribed burning, mowing, and mechanical thinning, can promote the conservation of wild lupine and other forest edge plants. However, additional research in regards to ideal management regimes and intensity is needed to further plant conservation in forest edge habitat.

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Acknowledgements

We thank Kelly Sitch, Andrew Rohrbaugh, Neil Gifford, Pat McElhenny, Brian Williamson, and Roy Brubaker for their land management insights. We also thank Claire Zimmerman of Mt. Cuba Center for information about wild lupine propagation. Thank you to Grace Gutierrez and Nash Turley for guidance on figure development. Finally, we thank editor, Dr. Karen Harper, and two anonymous reviewers for their comments on our manuscript.

This work was supported by the USDA National Institute of Food and Agriculture and McIntire-Stennis Appropriations under Project #PEN04785 and Accession #1027694 and the Pennsylvania’s Department of Conservation and Natural Resources’s Wild Resources Conservation Program Grant No. 21637. IRP was supported by the National Science Foundation Graduate Research Fellowship Program under Grant No. DGE1255832. MMLU was supported by the USDA NIFA Appropriations Projects PEN04716 and PEN04620.

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Isabella R. Petitta, Margarita M. López-Uribe & Autumn E. Sabo

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IRP, MMLU, and AES conceived the paper. MMLU and AES secured funding. IRP developed the first draft, figures, table, and compiled literature. All authors revised and approved the final manuscript.

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Petitta, I.R., López-Uribe, M.M. & Sabo, A.E. Biology and management of wild lupine ( Lupinus perennis L.): a case study for conserving rare plants in edge habitat. Plant Ecol 225 , 373–389 (2024). https://doi.org/10.1007/s11258-023-01371-9

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Received : 01 June 2023

Accepted : 21 October 2023

Published : 05 December 2023

Issue Date : April 2024

DOI : https://doi.org/10.1007/s11258-023-01371-9

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• Conservation
• Wild lupine ( Lupinus perennis )
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• Edge habitat
• Prescribed fire

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