google docs case study template

Free Case Study Templates

By Kate Eby | February 28, 2024

• Share on Facebook
• Share on LinkedIn

Link copied

We've collected free marketing case study templates for marketing managers, project coordinators, business strategists, and sales teams. Use these templates to organize and showcase your case studies for problem-solving and data analysis.

Simple Case Study Template

Download a Sample Simple Case Study Template for  Microsoft Word  |  Adobe PDF  | Google Docs  

Download a Blank Simple Case Study Template for  Microsoft Word  |  Adobe PDF | Google Docs  

When to Use This Template:  This simple case study template available with or without sample copy has a straightforward, user-friendly format. It's ideal for junior marketers or entry-level associates who are just starting to write case studies. This template is also perfect for situations that require a quick, clear understanding of the basics.

Notable Template Features:  This simple case study template sports an easy-to-follow structure, focusing on the essentials without overwhelming the user with complex details. It features fundamental sections such as  Introduction, Challenge, Solution, and  Results , laid out in an intuitive, no-frills manner. 

While a marketing case study template showcases strategy outcomes, a  business case template evaluates broader business impacts.

Single-Slide Case Study Presentation Template

Download a Sample Single-Slide Case Study Presentation Template for  PowerPoint | Google Slides  

Download a Blank Single-Slide Case Study Presentation Template for PowerPoint  | Google Slides  

When to Use This Template:   Ideal for sales representatives and quick-paced meetings, use  this single-slide case study presentation template to deliver a concise yet impactful presentation.

Notable Template Features:  The standout feature of this template is its ability to condense the entire case study into one slide. If you want some guidance on formatting, download the template with sample copy. This template differs from more elaborate versions by focusing on essential elements such as the problem, solution, and results.

Case Study Report Template

Download a Sample Case Study Report Template for  Microsoft Word  | Google Docs  

Download a Blank Case Study Report Template for  Microsoft Word  | Google Docs  

When to Use This Template:  Choose this case study report template when you need to create an in-depth, detailed analysis of a marketing case. It's especially useful for marketing managers and product managers who need to delve into extensive data analysis and provide a thorough overview of their findings. 

Notable Template Features:  The defining feature of this template — available with or without sample copy — is its detailed and comprehensive structure, which sets it apart from simpler formats. It facilitates an examination of complex cases, providing ample space for data presentation, detailed analyses, and in-depth discussions. This template is ideal for producing clear, professional, and exhaustive reports that cover every aspect of the case study in depth.

Data-Driven Case Study Template

Download a Sample Data-Driven Case Study Template for  Excel  |  Microsoft Word  | Google Docs  

Download a Blank Data-Driven Case Study Template for  Excel  |  Microsoft Word  | Google Docs  

When to Use This Template:  Utilize the data-driven case study template — available with or without example copy — to showcase the measurable outcomes and analytics of a case study. The template is ideal for marketers and analysts who want to emphasize the quantitative results and data-backed aspects of their strategies and campaigns. 

Notable Template Features:  This template emphasizes data visualization and metrics. It incorporates graphs, charts, and tables to present for a clear and detailed presentation of statistical information. Its strength lies in transforming complex data sets into understandable, visually engaging formats.

Marketing Case Study Template

Download a Sample Marketing Case Study Template for  Microsoft Word  | Google Docs  

Download a Blank Marketing Case Study Template for  Microsoft Word  | Google Docs 

When to Use This Template:  Turn to this marketing case study template to showcase marketing strategies, campaigns, and their outcomes. It’s particularly well suited for marketing managers, sales representatives, and content creators who aim to clearly illustrate the impact and success of their marketing efforts. 

Notable Template Features:  What sets this template apart is its focus on the storytelling aspects of marketing. Download the version with sample data to see how to structure the section on your company details, the challenge, and the solution.

One-Page Case Study Template

Download a Sample One-Page Case Study Template for  Microsoft Word  | Google Docs

Download a Blank One-Page Case Study Template for  Microsoft Word  | Google Docs

When to Use This Template:  Choose this one-page case study template to deliver a powerful message quickly and succinctly. The template is ideal for sales representatives and marketing managers who need to present a compelling, brief summary of a case study when time is limited and the impact is crucial, such as in sales pitches or high-stakes meetings.

Notable Template Features:  The hallmark of this template is its streamlined, one-page format, which sets it apart from more extensive options. Download the version with example text to see how it distills the case study into key highlights and results, presented in an easy-to-digest format. 

Check out this  article featuring free Google Docs case study templates for more options.

Problem-Solution-Impact Case Study Template

Download a Sample Problem-Solution-Impact Case Study Template for  Microsoft Word  |  PowerPoint  | Google Docs

Download a Blank Problem-Solution-Impact Case Study Template for  Microsoft Word  |  PowerPoint  | Google Docs  

When to Use This Template:  This problem-solution-impact case study template is effective for projects where you need to delineate a specific problem, outline the applied solutions, and discuss the subsequent effects. Download the version with sample text to see how to use the template to craft a case study with a logical flow and clear outcome. 

Notable Template Features:  This template's distinctive feature is its structured approach, dividing the case study into  Problem, Solution,  and Impact  sections. Unlike templates that might blend these elements together, this one provides a distinct, sequential framework.

In-Depth Analysis Case Study Template

Download a Sample In-Depth Analysis Case Study Template for  Microsoft Word  |  Adobe PDF  | Google Docs  

Download an Blank In-Depth Analysis Case Study Template for  Microsoft Word  |  Adobe PDF  | Google Docs  

When to Use This Template:  Deploy this in-depth analysis case study template and delve into a complex case study. It's perfect for situations where a thorough understanding and comprehensive analysis of all aspects of the case are needed, such as in research-heavy projects, detailed marketing strategy reviews, or complex product development scenarios.

Notable Template Features:  This template — available with or without sample data — has an expansive and detailed structure. Use the  In-Depth Analysis section to thoroughly explore the various facets of the case, including situation analysis, stakeholder analysis, and a deep dive into relevant data and evidence. Unlike simpler templates, this one offers a platform for comprehensive dissection and examination of intricate case studies, providing space for a detailed problem-specific analysis (such as  SWOT or PESTLE).

Testimonial-Based Case Study Template

Download a Sample Testimonial-Based Case Study Template for Microsoft Word  |  Adobe PDF  | Google Docs  

Download a Blank Testimonial-Based Case Study Template for Microsoft Word  |  Adobe PDF  | Google Docs  

When to Use This Template:  Utilize this testimonial-based case study template to emphasize the real-world impact and customer satisfaction of your service or product, especially in scenarios where customer experiences and endorsements are crucial. This template is ideal when you have strong, positive feedback from clients that can illustrate the benefits of your offerings. 

Notable Template Features:  This template focuses on customer testimonials. Unlike other case study formats, this one dedicates a significant portion to showcasing direct quotes and stories from clients. The sample-text version includes real-life examples and endorsements, demonstrating the practical benefits and satisfaction of your clients.

Key Elements in a Case Study Template

The key elements in a case study template include a clear title, executive summary, background information, and problem statement. They also cover objectives, solutions, results, and lessons learned to help you create a complete, engaging story of a project's success.  

The following elements help to structure a case study:   

• Title:  Add a concise and informative title that captures the essence of the case study. 
• Executive Summary:  Provide a brief overview of the case study, summarizing the problem, solution, and results. 
• Background Information: Include detailed context about the company, situation, or environment relevant to the case study. 
• Problem Statement:  Clearly define the challenge or issue addressed.
• Objectives: Outline what the case study aims to achieve or resolve. 
• Methodology or Approach: Describe the methods or strategies used to address the problem. 
• Solution: Detail the specific actions taken or solutions implemented to solve the problem. 
• Results: Provide quantifiable outcomes and data showing the impact of the solution.
• Analysis: Write a critical examination of the solution's effectiveness and the achieved results. 
• Visuals (Charts, Graphs, Images): These visuals should help viewers understand complex data and break up text-heavy content. 
• Testimonials/Quotes: Add credibility with direct quotes from clients, customers, or team members involved. 
• Challenges and Limitations: Discuss any obstacles faced during the project and how they were overcome. 
• Lessons Learned: Include any insights or knowledge gained from the experience. 
• Conclusion:  Summarize the main points, and restate the significance of the case study. 
• Call to Action (CTA):  Add content to encourage the audience to take a specific action, such as contacting the company or learning more about a service.

Types of Case Study Templates

Case study templates include single-slide overviews for quick summaries, in-depth analysis for detailed exploration, and customer testimonial templates that track the user's experience. Others focus on comparing strategies, showcasing data-driven results, and more. 

Here’s a list of case study templates:   

• Single-Slide Overview Case Study Template: Ideal for quick summaries, this template condenses the entire case study onto one slide, highlighting the problem, solution, and results. 
• In-Depth Analysis Case Study Template: Designed for detailed exploration, this template type has sections for background, market analysis, strategy implementation, and results. 
• Problem-Solution-Results Case Study Template: Structured around identifying a challenge, detailing the solution, and showcasing the outcomes, use this template when you want to take a narrative approach. 
• Data-Driven Case Study Template: Use this template to emphasize quantitative results and include charts and graphs to illustrate key metrics and successes.
• Testimonial-Based Case Study Template: This option uses customer reviews and testimonials to highlight real-world applications and satisfaction.

Streamline and Collect All the Elements Needed for a Case Study with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Filter by Keywords

15 Best Case Study Templates to Use in Word and ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

Start using ClickUp today

• Manage all your work in one place
• Collaborate with your team
• Use ClickUp for FREE—forever

Case studies are valuable tools for sharing customer success stories and analyzing problem-solving approaches in a structured and informative manner. They can be used to provide detailed insights into specific projects, strategies, or challenges and offer valuable lessons and best practices for professionals across various fields. 

Content marketing teams often create case studies as a way to gain more customers and get new business. Case studies can give potential customers a better understanding of your company brand , what it does and how you could potentially help them. 

However, creating a compelling case study from scratch can be a time-consuming task. That’s where marketing case study examples and templates can help. 

What is a Case Study Template?

What makes a good case study template, 1. clickup case study template, 2. clickup case study design template, 3. clickup research report template, 4. clickup market research template, 5. clickup user research plan template, 6. clickup data analysis findings template, 7. clickup campaign report template, 8. clickup research whiteboard, 9. google docs case study template by wordstream, 10. word case study report template by template.net, 11. word case brief summary template by template.net, 12. word case study report template by template.net, 13. word case study research template by template.net, 14. word psychology case study template by template.net, 15. word media case study template by template.net.

A case study template is a pre-designed framework that serves as a starting point for creating comprehensive and structured case study documents. It provides a standardized, traditional case study format for organizing and presenting information about a particular project, problem-solving scenario, success story, or real-life situation.

Case study templates typically include sections for outlining the background and context of the case study, project documentation , describing the methodology or approach used, presenting data and analysis, and highlighting key findings and recommendations that tell the entire story. 

Business case study examples like templates can work as a guide to help content marketers, blog post writers, and anyone else creating quality content that’s customer-facing, focus on important aspects and maintain a logical flow while telling a compelling story.

Some key elements that make a case study template stand out include:

• Clarity and organization: A well-designed template should be easy to navigate. Each section should be labeled appropriately, enabling readers to quickly find the information they seek
• Flexibility: A good case study template should be easily customizable and able to accommodate diverse scenarios. It should be adaptable to different industries, research methodologies, and presentation styles
• Visual appeal: Incorporating visual elements like charts, graphs, and other images can enhance a case study template’s look and make it more visually appealing. They can also aid in the comprehension of complex data. A visually engaging template can captivate readers and make the case study more impactful

15 Case Study Templates to Use in 2024

You don’t have to start from scratch when making your next case study. Instead, take a look at these carefully curated case study templates from ClickUp and Microsoft Word.

ClickUp’s Case Study Template can provide a great start for just about any type of case study you and your team want to write. It kicks off with a section for introducing both your business and the client or customer that the case study focuses on. 

After introducing both yourself and the customer, you briefly highlight the customer’s experience and the successes you achieved before delivering a more detailed description of the work you performed and the measurable results you achieved. 

The next section focuses on the objective of the case study—what the client’s goal and pain point was and why they decided you were the right company to help them achieve these goals. 

The case study template then launches into a section describing the solutions you presented and the data that backs up your success. We created this marketing case study template for a marketing agency that helps customers achieve growth through paid media campaigns, but it can easily be edited to highlight any type of solution.

One of the best ways of telling a customer story using a case study is by allowing the customer to do most of the work themselves. When a case study is written by current or even previous customers, it feels more sincere and honest, especially to potential customers in the evaluation process. 

If you want to try this technique out, use this ClickUp Study Design Template . You can send your customer this great case study template and allow them to fill it out themselves and basically write a case study for you. This gives you unfiltered and unbiased answers to the questions you want answered in the case study. 

The case study template helps them understand what you want the case study to look like and how the customer’s story should be described. It also helps you get great customer quotes. 

A template makes it easier for your customer to frame their experiences with you and easily explain how your product or service helped them. Hearing a peer’s success story from a firsthand perspective can be a more convincing read for prospective customers. 

Manage customers with customer database software !

Case studies are essentially customer stories, which can be told in many ways and come in many formats. A research report is another excellent way to frame a case study. 

This ClickUp Research Report Template is a step-by-step guide that can help your team create an easy-to-follow research report that allows you to clearly detail your research methods, findings, and the insights that you’ve gained from the research being presented. 

This template has a very clear structure, allowing you to simply add the following: an executive summary (brief description), introduction, the methodology used, your results, references, and any necessary appendices if supplementary material needs to be referenced in your research report. 

If you need more templates like this, check out this list of research plan templates .

Companies perform market research in order to define what their customers want and need from them. This type of research also helps you to improve product and service offers and learn more about what your competitors are doing and where the success of other businesses stems from. 

ClickUp’s Market Research Template gives you a simple-to-follow document that helps you gather and present information related to your target audience, the state of your product/service, and the state of your industry at large. 

When you perform marketing research, you are aiming to confirm your hunches about customer needs through scientific research and tangible data. 

Marketing case study examples like this are perfect because they’re very simplified and easily customizable. It offers you a section for presenting your company and why you are performing marketing research first.

The template then guides you in describing the type of research you’re doing, how you went about performing market research, data collection techniques, and what insights were garnered—whether it was from existing or potential customers.

Check out these research management tools !

Another type of customer-centric report that you can put together is a user research report. ClickUp’s User Research Plan Template makes it easy for you to define all of the goals and details that you want included in your user research.

The template is particularly useful for user experience (UX) teams that want to perform user persona research in order to better understand what users need and how they behave when using their product, in order to deliver a better experience to them and to new clients. 

The template starts with a “ problem statement ” where you can define the problem that the user research report is aiming to solve. Next, you’ll list the goals that you want to achieve and then clearly define the research process.

This type of marketing case study template and report can show you what a satisfied customer looks like and give you insights that help to attract and retain future customers.

Check out these user persona templates !

Another important study that your business can perform in order to make smarter decisions is data analysis. ClickUp’s Data Analysis Findings template makes it easy for your team to perform data analysis and present it clearly to key stakeholders. 

This template also starts by setting the stage for the study and explaining it, first with a problem statement and then by explaining the significance of the study. 

Next, the template recommends that you define the scope and limitations of the study to set expectations for its potential impact. The next step is to frame your analysis methods and provide the data sources that you used in the analysis, as well as the statistical methods used.

Finally, you can present your findings in a clear and concise way. The template also includes charts and other data visualization tools you can use to make the study more engaging.

This ClickUp Campaign Report template is pre-built to make it incredibly easy to present the results of any ad campaign to stakeholders very easily. 

It starts with a section describing your strategy in detail, including the total costs, and the total revenue, conversions, and clicks that you expect to achieve with the campaign. 

The marketing case study template then provides charts and graphs that you can use to detail the performance of your campaigns on every single channel that you use. Case study templates like this are great for detailing information on potential customers to know how to better run your campaigns in the future.

Make your next user research project a collaborative, visual experience. Give everyone on your team a chance to add their thoughts and findings with virtual sticky notes using the ClickUp Research Whiteboard Template .

This is one of the more flexible case study templates in this list. Its user research tool makes it easy to take all the random bits of information your team gathers through interviews, surveys, user sessions, and other methods of feedback into one location.

Then, you can quickly organize all of that data into clear categories that make this case study template easy to see at a glance what direction you need to take your project to satisfy your customers.

If you’re writing many case studies, it’s a good idea to try out a bunch of templates over time for added inspiration. Even if you’ve found one structure works great for your case studies, changing your structure up every now and then can give you a fresh perspective on how to present a featured client. 

Another good case study you can check out is Wordstream’s Case Study Template. It has an excellent structure and provides pre-built visual cues that give you some ideas for breaking up business case study examples and making them more appealing with pictures and charts. 

Use this template to showcase particular customers’ results and share customer pain points and how they were solved. This will help you provide clear evidence to potential customers that you will be able to help them as well.

Template.net is one of the biggest websites if you’re looking for business templates. It’s especially popular for businesses that prefer creating documents in Microsoft Word and Excel.

This Case Study Template from Template.net is sparse, but it gets right to the point and is very well-structured and easy to follow.

This Microsoft Word case study template is a great way to get right down to business! It features a clean and organized layout with clear headings and subheadings, making it easy for readers to navigate. This template also includes space for a brief summary of the case study, perfect for giving readers an overview before diving into the details.

This Microsoft Word case study template is a great option for creating an in-depth report on your findings. The template includes sections for an executive summary, introduction, methodology, results, references, and appendices. It also features a clear structure to make it easy to gather and present information in a cohesive manner. The template also includes sections for an introduction, methodology, findings, and recommendations, ensuring that all the essential elements of a case study are covered.

This Word case study template features a professional and organized design with clearly labeled sections for the introduction, methodology, findings, and conclusion. It also includes space for charts and graphs to visually represent data.

Psychology case studies can be complex and detailed, making it important to have a well-organized template to present the information. The Psychology Case Study Template is perfect for this task, with clear headings and subheadings that guide readers through each section of the study. It also includes sections for summarizing key points and providing recommendations based on the findings.

This media case study template from Template.net is perfect for showcasing the success of a marketing or advertising campaign! It includes space for key metrics, such as reach and engagement, and also has sections for outlining the challenges faced and solutions implemented. With its clean design and easy-to-follow layout, this template is ideal for presenting media case studies to clients or stakeholders.

It’s Easy to Make a Case for Using ClickUp Case Study Templates

People trust other people. That’s why personal recommendations are one of the most effective marketing tactics. A case study provides your company with just that—a personal recommendation from a client you’ve helping, telling others that you can do the same for them. 

In the selection process of choosing a product or service to go with, companies will always look at the experiences of other organizations similar to them. Marketing case studies are sincere yet persuasive and clearly show how you help others and can be a very effective differentiator.

ClickUp was designed to serve teams in any industry and of any size. So it makes sense the case study templates we offer are just as diverse and customizable.

Best of all, they are completely free to use!  Sign up for free to ClickUp to get immediate access to a massive amount of templates, free cloud storage, and of course, industry-leading project and team management features.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Semrush helps you:

• Do keyword research
• Audit your local listings
• Perform competitor analyses
• Manage social media accounts
• And much more!

Backlinko readers get unlimited access for 14 days. 55+ tools.

Case Study Template

• Content Marketing Templates

Craft an incredible case study the easy way with this free case study template (available in Word, Google Docs and as a PDF). Whether you want to use your case study as a piece of blog content, or as a sales tool to close more clients, this template will give you everything you need.

Download the Case Study Template

The Digital Marketing Templates Library

Download as Microsoft Word

Download as PDF

Open as Google Doc

Why Use a Case Study Template?

Case studies are one of my favorite types of content. They’re useful like a how-to guide. But they’re backed up with proof to show that the steps actually work.

Plus, bloggers LOVE linking to case studies. Why? Because they contain real numbers. Case studies also get a lot of social media shares (people love to share a good story) In fact, one of my most popular posts ever is when I first introduced the Skyscraper Technique . And it’s a case study.

Now: I’ve written a lot of case studies over the years. And I’ve noticed that there’s one particular structure that works like a charm. Every time.

So I created a template to help me bang out case studies FAST. Now, rather than staring at a blank page, I just whip out my tried-and-true template and start filling in the blanks. Starting today, you’ll be able to do the same.

What’s Included

Here’s what’s included in this case study template:

• The 3 major components to any winning case study: How to capture your audience’s attention, make them want to read the entire thing, and get them to share your post when they’re done.
• How to write your case study: What to include, what to leave out, and where to put everything in order.
• Paint-by-numbers walkthrough of every section of your case study: From the “setting the scene”, outlining the results, wrapping things up and more.

How to Use This Template

• Identify an accomplishment you’d like to highlight, whether your own or someone else’s (like a friend or client’s)
• Download the free Case Study Template on this page
• Follow the instructions in the template and fill in the blanks, adding plenty of detail
• Paste the template into the content editor of your website, format it and add images
• Publish and promote your case study

How to Make Sure Your Case Study Gets the Attention It Deserves

94% of all blog posts have 0 external links . Using a template will help you nail the fundamentals of your case study. Which is important. But if you want to attract lots of links and social shares, you’ll need to go above and beyond.

• Spend lots of time on your title. After all, people will only click through and read if your title draws them in. I include two things in every case study title: a very specific result with a number (like “How I Increased My Organic Traffic 652%”) and another detail that provides context and makes it more impressive (like “in 7 Days”).
• Speaking of titles, for more social shares, use a title that’s 14-17 words long .
• Make your case study beautiful and easy-to-read. According to Nielsen Norman Group , good visual design is one of the best ways to make your content appear more trustworthy. Definitely use as many high-quality images as you can. But don’t forget about font. Go with a font that’s between 15 – 18 pixels for the body of your content.
• Create a new, “branded” name for the technique your case study covers. (I call this the Branded Strategy Case Study , which is itself a branded name.) Giving your technique a branded name makes people more likely to remember and link to your case study.
• See my Complete Guide to SEO and Content Marketing for more best practices to follow.

Here Are The Templates One More Time...

Hi, I’m Sarah Doody, founder of Career Strategy Lab.

Want to advance your career in 2024? Our career coaching clients have been hired at Blue Origin, Capital One, IBM, Wells Fargo, and more.

Apply to our UX career coaching program  →

No fee to apply, we have 5 spots open:

FREE UX CASE STUDY TEMPLATE

This UX case study template will help you write the story of each project for your UX portfolio

This free Google Doc will show you how to write about your UX projects and stand out as a candidate.

• Learn the 7 questions a UX case study should answer
• Find the right balance of detail recruiters look for
• How to write for the users of your UX portfolio

Free Student Case Study Template

Free Download this Student Case Study Template Design in Word, Google Docs Format. Easily Editable, Printable, Downloadable.

Conduct case studies with the help of Template.net 's Student Case Study Template! The template helps you create case studies or any research fast and hassle-free so that you can focus more on other academic loads. It includes original suggestive content and an easily customizable layout. Get the template now!

Already a premium member?  Sign in

• , Google Docs

You may also like

Sales Proposal Case Study Template

Sales Lead Success Case Study Template

Sales Key Client Case Study Template

Marketing Affiliate Success Case Study Template

Marketing User Retention Case Study Template

Marketing Content Strategy Case Study Template

Milestone Recognition Case Study Compilation HR Template

Multicultural Engagement Case Study HR Template

Workers' Compensation Claims Case Study HR Template

Case Study Research Template For Students

Case Study Analysis Template For Students

Nursing Student Study Template

Financial Sustainability Study Template

Finance Economic Impact Study Template

Health & Safety Awareness Campaign Study Template

Health & Safety Awareness Impact Study Template

Workplace Ergonomic Solutions Impact Study Template

Health & Safety Legal Compliance Program Feasibility Study Template

Health & Safety Legal Compliance Impact Study Template

Health & Safety Workplace Compliance Study Template

Workplace Ergonomics Study Template

Employee Wellness Program Impact Study Template

Workplace Ergonomics Feasibility Study Template

Employee Wellness Initiative Study Template

Health & Safety Committee Study Template

Workplace Incident Study Template

PPE Utilization Study Template

Safety Compliance Study Template

Hazard Study Template

Health & Safety Training Methodology Study Template

Workplace Risk Management Study Template

Health & Safety Training Program Evaluation Study Template

Workplace Ergonomics Improvement Study Template

Emergency Feasibility Study Template

Emergency Management Study Template

• Google Season of Docs
• Español – América Latina
• Português – Brasil
• Tiếng Việt
• Previous Seasons

Creating a case study

Current phase: The 2021 Season of Docs program finished on December 14, 2021. See timeline .

As part of the 2021 Season of Docs, organizations are required to submit a final evaluation and case study. Use our case study template and sample case study as guides to create your own project's case study.

The final evaluation form will be available no less that one month before November 30, 2021 at 18:00 UTC.

Case study overview

The case study template will include these sections:

• Problem statement: what problem were you trying to solve with new or improved documentation?
• Proposal abstract: a brief summary of the original organization proposal
• How you created your proposal (and link to the original project ideas page).
• How you recruited and selected a technical writer or other participants.
• Who worked on the project (use usernames if requested by participants).
• How long did the project take to complete (if completed).
• What went well?
• What was unexpected? What hurdles or setbacks did you face?
• What documentation was created, updated, improved, or removed?
• Did this project result in any new or updated processes or procedures in your organization?
• What metrics were chosen to measure the success of the project?
• Were you able to collect those metrics?
• Did they correlate with the behaviors or benchmarks you expected?
• Did your chosen metrics change? Did you remove or add any metrics?
• According to your metrics, is your project successful? (It may be too early to tell.)
• How often do you intend to gather metrics going forward?
• In 2-4 paragraphs, summarize your project experience. What did you learn? What would you do differently in the future? What advice would you give projects trying to solve a similar problem with documentation?

Case study guidance

• Keeping a weekly log of project updates will help you create your case study. For each week, record project progress (including links to pull requests, issues, or conversations, where useful), what went well (or not well), things you learned, and questions that were asked.
• When writing your case study, be kind. Avoid blame and keep it constructive. Remember that case studies are public!
• Use the same tone in your case study as you would for a blog post or tutorial; don’t be overly formal.

Related information

• Read the organization administrator guide for help with your report-related tasks.

Except as otherwise noted, the content of this page is licensed under the Creative Commons Attribution 4.0 License . For details, see the Google Developers Site Policies . Java is a registered trademark of Oracle and/or its affiliates.

Last updated 2024-09-03 UTC.