case study project proposal

Case Study Proposal Template

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Prepared by: ​ [Sender.FirstName]

​ [Sender.LastName] ​

​ [Sender.Company] ​

Prepared for: ​ [Client.FirstName] ​

​ [Client.LastName] ​

​ [Client.Company] ​

Cover Letter

Dear [Client.FirstName] ,

It’s been a pleasure being your service provider for the past (Years) years, and we’re excited to know that you’re planning to be featured in one of our case studies.

Before the process begins, I wanted to personally thank you for agreeing to be part of our case study, and I’d like to briefly explain why we’re doing this.

The mission of [Sender.Company] has always been to provide outstanding service to all of our customers. And as we grow, we need social proof to attest to our skills so that we can continue partnering with clients like you and further extend our business operations.

This study synthesizes how our service has helped you achieve exceptional results, and we hope your experience with us thus far aligns with that statement.

With this case study, we plan to discuss challenges that [Client.Company] faced, the proposed methodology [Sender.Company] put forth to address them, the impact of our solutions and measurable outcomes that followed.

I hope this provides sufficient background on how the case study not only helps define our ongoing business model and where we are headed, but how it also frames a business achievement for you, our trusted client.

The attached proposal discusses our process in further detail. It will provide a step-by-step summary of how we plan to write the case study.

​ [Sender.FirstName] [Sender.LastName]

​ [Sender.Company]

Introduction

We are thrilled to hear that [Client.Company] is interested in being featured as one of [Sender.Company] ’s case studies! Our case studies are an excellent opportunity to highlight all the success stories of those who have benefited from our [Specific.Product/Service] .

This case study is also a great way to showcase [Client.Company] . It allows current or potential customers to recognize similar pain points and see how [Client.Company] benefited from

solving them by using our solution. In this document, you will gain a better understanding of what you can expect from [Sender.Company] throughout the case study creation process.

Below, I have outlined the project, such as timeframes, what kind of questions you can expect, and the approval process for all deliverables. We thank you again for your support. Without customers like you, we would not be able to spread the word about [Sender.Company] !

Case Study Process

What to expect.

Start to finish, the entire process should take [Time.Period] depending on you and your team’s availability and turnaround time of drafts. Your involvement will require approximately [Hours.Number] hours of your time. This includes completion of any forms and questionnaires, a short phone interview (if necessary), and review and sign-off on draft versions of the case study.

Once [Client.FirstName] [Client.LastName] has signed off on this proposal, [Sender.FirstName] will be sending a questionnaire to [Client.Email] . Based on your responses, we may set up a follow-up call to elaborate or dig deeper into your answers.

When we have gathered all your responses, along with any other relevant information about [Client.Company] , we will put together a case study draft which [Sender.FirstName] will send to [Client.FirstName] to review for accuracy. [Sender.FirstName] will also notify you once the case study is finalized and will send you a link to where the case study is on our website, along with any other promotional material where your information has been used.

Proposed Title And Case Study Direction

Proposed title: (name of the suggested title).

Since this case study is extremely niche, it will be used to target our BoFu (bottom of the funnel) prospects to inform them of the similar results they, too, can achieve with our product. This is going to be an exploratory case study and we will use questionnaires and phone interviews as research methods.

Our prime goal is to address three areas: challenges, solutions, and key outcomes. Challenges refer to the problems you faced before using the services of [Sender.Company] , solutions refer to the areas in which [Sender.Company] was able to assist, and key outcomes refer to the results you saw after using [Sender.Company] ’s services.

We also plan to repurpose this case study time and again (meaning that its content will be refreshed to meet SEO requirements, and we will be promoting this case study using our social channels, email newsletters, blogs, advertising content, and other marketing materials).

Sample Questions

Below you will find some questions that you should be prepared to answer on the questionnaire and if necessary, during a phone interview.

Please note that the aforementioned call will be of around (X) minutes to (X) hour(s), and the amount of questions may increase if the amount of relevant subject matter increases during the interview. The interview time can be discussed by both parties and confirmed at a later date depending upon their time zone differences and to make it as convenient as possible for you and your team.

Past Case Studies and Client Testimonials

Here are the links to some of our recently published case studies. The case study that we will create with you will follow a similar structure:

Link to Case Study 1

Link to Case Study 2

Link to Case Study 3

And here are a few testimonials from clients who have been featured in our case studies:

Client Testimonial 1

Client Testimonial 2

Client Testimonial 3

Terms and Conditions

​ [Client.Company] agrees that all rights regarding the publication and the usage of the case study content are reserved with [Sender.Company] . [Sender.Company] is the rightful owner of the case study and its content.

​ [Client.Company] agrees that there is no form of compensation (monetary or otherwise) involved, and [Client.Company] agrees to be a part of the case study with no expectation of payment.

​ [Client.Company] agrees that once the case study is published, it can be edited or taken down as per [Sender.Client] ’s discretion.

​ [Client.Company] can use the case study for marketing material and other activities only with the written consent of [Sender.Company] .

If under any circumstances [Client.Company] does not wish to be a part of the case study process after signing the contract, they will need to inform [Sender.Company] (X) days prior to the interview.

In case of any disputes, all matters will be under the [Sender.State] , [Sender.Company] local laws and jurisdiction for review.

​ [Client.Company] promises to provide accurate information and [Sender.Company] agrees to publish all information as provided in good faith and with utmost accuracy.

​ [Client.Company] agrees that [Sender.Company] is only responsible for publishing the case study. If any liabilities arise due to inaccurate information provided by [Client.Company] , [Sender.Company] will not be responsible for any repercussions that may occur in the wake of its publication.

Both parties agree to enter into the contract with the professional relationship of “client” and “service provider.”

Matters discussed in regard to this case study will remain confidential, unless otherwise specified. Confidential information pertains to the information that has not been published or is being put in the case study.

Your signature below indicates acceptance of this Case Study Proposal and entrance into a contractual agreement with [Sender.Company] beginning on the signature date below. Your story and logo will primarily be featured on our customer page on [Sender.Company] 's website. We may also repurpose parts of the story in our sales collateral and proposals, on our blog, or create a small testimonial.

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Must-Have Case Study Proposal Templates With Examples And Samples

Umang Malhotra

Case study proposals are imperative for the growth and development of an organization. A case study proposal outlines the achievements or success of a company’s service, product, or project and serves as an instance for the target audience and clients. It helps clients understand how your company has achieved its goals via real examples.

While case study proposals are lucrative, they are also an essential asset for the sales team. These proposals are based on real incidents that help leverage a company’s relationship with its existing clientele and help acquire new clients as well.

However, case study proposals must be easy to understand, and crafting them can take up more time than one expects. What if you had access to some of the best case study proposal templates that you just have to download and edit?

Our case study proposal templates are tools that aid in sales collateral and propose your services and products case study with ease. These presentations reduce the burden on the staff and help the company focus on its goals while being able to harness editable templates developed by SlideTeam.

Using them, you can showcase the experience your company has as well as its success stories via real examples. Our templates will increase your chances of landing a deal with the clientele you have been eyeing.

Explore our top case study proposal templates and grab the ones perfect for you!

Template 1: Customer Case Study Proposal Powerpoint Slide

Do you require a fresh approach to presenting case studies during client meetings? Do you wish to wow your coworkers with a polished presentation? Then look no further than our customer case study proposal deck! Using it, you can quickly and easily produce amazing presentations that will leave an impression on your audience. Business professionals can impress stakeholders and close more business deals.

Download Now!

Template 2: Project Overview for Customer Case Study PPT Template

Introducing another PPT Set that highlights how a customer case study in project management tells the success story of how well a business managed a particular customer project. Present this template to your clients as well as employees, informing them of what you propose for creating a case study along with the deliverables. Deliverables like custom interview guides, customer survey reports, written content for case studies, design services, and project management could be simply demonstrated along with the requirements of the customer.

Template 3: Presenting Case Study Methods PPT Template

To build or present any case study to your consumer base, it is important to state your case study methods deployed to create them. This content-ready template is perfect for you to exhibit the case study methods you have imbibed in crafting one. Present how illustrative, exploratory, and cumulative your case study proposal is.

Template 4: Customer Case Study with Phases and Timeline PPT Template

Timelines, successful presentation & development of customer case studies go hand in hand. Deploy this PPT Theme and just fill in the phases, milestones, descriptions, and project timeframes, and you are all set to go. Grab this right away and not only exhibit your customer case study in a persuasive way but also keep your entire team on the same page.

Template 5: Joint Accountabilities of Customer Case Study PPT Template

Utilize this PPT template and exhibit the joint responsibilities involved in the development of a customer case study. Commitments that need to be fulfilled by the companies during a project and commitments that need to be fulfilled by the client to make sure every detail is provided can all be exhibited through this PPT Slide.

Template 6: Investment Incurred for Case Study PPT Template

An important question that comes to the mind of the audience while reviewing a case study is the cost incurred in accomplishing one. Use this PPT Layout and jot down the services included and the cost incurred in offering them. People would relate to the success of your customer case study more if everything is specified simply than direct observations.

Template 7: Case Study PPT Template

Case studies are essential for garnering clients' buy-in through a sales cycle since they present actual instances of successful customer results and outlook. This template's case study format design will assist you in presenting the challenges you faced, the solutions you deployed, and the results you wanted.

Template 8: Case Study for Digital Transformation Proposal to Improve Customer Experience

Companies are being compelled by digital transformation to alter their business paradigms and conform to brand-new market conditions. Your digital transformation proposal presented via case study helps any firm improve its client experience, automate corporate operations, and enable data-driven decisions to be made. Get this template and state the problems faced by clients, solutions infused by your company to resolve them, and the impact of those solutions on their business performance.

Template 9: Case Study for Digital Marketing Agency Proposal

When it comes to digital marketing services, clients usually require assistance in order to comprehend how your solutions relate to their circumstances or issues. A well-written case study is an account of how one of your client's companies was impacted favorably by your services or thrived as a result. This PPT Set serves as a thorough manual for presenting what you offer whether you're a digital marketing firm, freelancer, or agency. Demonstrate your background, campaign strategies, and tactical services you offer, along with presenting how much audience you reached through advertisement engagement.

Template 10: Case Study Virtual Assistant Proposal One-Pager Sample 

Deploy this PPT Framework to promote your products or services to the prospective client if you are a business that offers customers virtual help services. You just have to fill in the blanks and customize the template as you see fit because our team has already included all the necessary components, including the project description, results, and project budget, along with the project timeframe.

Case Study Proposal Templates: The Best Way To Showcase Your Success!

Showcase your company’s expertise with our case study proposal templates. Designed keeping professionals in mind, these templates are available in multiple design sets, allowing you to choose whichever suits the hierarchy and vision of your company. Use them to build a better client relationship and to ace client acquisition. After all, it is a well-written, well-presented case study proposal that makes an important impact on client retention and acquisition. Download these content-ready, editable, and completely customizable case study proposal templates and build impressive presentations within no time.

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Case Studies: Win More Proposals With These 9 Tips and Examples

9 Tips to Win More Proposals with Case Studies

If you’re not including case studies in your proposals, you’re missing out on a huge opportunity. When it comes to winning new work, sales case studies are more than the icing on the cake, they’re the proof that’s in the pudding.

During the preparation of the countless number of proposals I worked on during my years in the agency trenches (and sadly we had no Proposify back in those dark ages), inevitably someone would raise the question, “Do you think we should include case studies?”.

As if it were a choice.

My strong belief is that you should ALWAYS include sales case studies with your proposals, especially when going after new leads who don’t know your experience, ability, or successes.

The exception to this rule might be when you’re doing up a quick proposal as a formality for a new project with an existing client. But be careful. It can be easy to assume existing clients already know everything you do and have done, but often they only know you in the context of the work you’ve done for them already.

Proposals outline what you’re going to do for a client. Case studies prove that you can do it. 

Proposals outline what you’re going to do for a client. Case studies prove that you can actually do it. 

No matter how many times you claim to have “extensive experience”, without a case study to back it up, those words can be meaningless, and risky, to a new prospect.

Businesses are often resistant to including proposal case studies because it’s more work to create them on top of everything else, especially when you’re in the time-sensitive throes of preparing a proposal.

The key is to stop seeing case studies as optional and instead view them as an essential selling tool; the tool that just might be the tipping point between you and competition.

Here at Proposify, we've seen a really good return from featuring case studies on our site:

Proposal case studies don’t have to be complicated; they just have to be convincing.

Here’s a simple guide to creating compelling case studies that close deals. You can expand on these to make your particular case studies more elaborate if you like, but as long as you have the basics, it should do the trick.

1. Develop sales case studies before you need them

I admit I have groaned at the thought of doing up case studies when we’re T-minus zero trying to get a proposal out the door. But the trick is to have them ready to go BEFORE you need them in a crisis.

Assign case study writing to your team as a proper internal project and start developing them between proposals.

It will be a lot easier if you’re regularly doing debriefs with clients after each project to see how things went and then following up a few months down the road to track results. This way you’ll already have source material to work with plus compelling stats that make your case studies stand out.

You can customize them to fit the particular need of each proposal once the time comes, but at least you won’t be running around trying to decide which projects to do, getting permission from clients, writing the copy, getting approval, hunting down images, and designing them all at the last minute.

2. Make them representative and recent

When deciding on which projects to turn into case studies, make sure they represent the range of your services. That way you have case studies ready to go that reflect all the types of projects you might be bidding on in a proposal.

Ideally, you have a couple of case studies for each service and main industry but if you can focus on having at least one good, results-driven case study for each area of your business offering then you’re covered.

Also, make sure each case study is fairly recent. Technology, markets, and industries change quickly, so you want to be sure you’re demonstrating that you’re relevant, leading edge, and in demand.

Depending on the industry and service two years, three tops is a good life cycle for a case study.

3. Get client permission

Once you have your list of projects you want to feature as case studies, the first thing you should do before actually going to work on them is to get permission from the client to feature their company.

Some clients don’t want their business challenges or practices talked about publicly for a variety of reasons. Issues related to liability, privacy, and competition can make clients a little shy of the spotlight.

Government clients can be hesitant about case studies, but sometimes they’ll work with you to omit sensitive details so you still get a solid case study that makes everyone happy.

For other clients, case studies can be a great way to promote their business. You can let them know the case studies will be featured on your website and blog in addition to being included in proposals.

Since you’re only going to feature projects that had a positive outcome, clients will be happy to be seen as “successes”. It makes them look smart for choosing the right solution, and they get to show off their good results.

4. Get a client testimonial

You can say all you want about how great your work was for Client X but a direct quote from Client X, about how awesome it was to work with your company or how their business improved as a result of your solution is GOLD.

Ask your client for a quote on the project you’re highlighting and make it as simple as possible for them respond. It’s helpful if you give them some direction, but you want to be careful that they don’t feel you’re putting words in their mouth. Sometimes a client will prefer to have you to write it for them, and then they tweak and approve it. You can offer that as an option to make it easier for them.

If you can, get a couple of quotes related to different aspects of the project that way you can mix and match depending on what you need for the proposal. You can make this easier by giving the client some framework for their testimonials by asking them questions like:

• What was it like working with the team at our agency? Did you find the process simple? Did you find people knowledgeable? Easy to work with? Flexible?
• What kind of benefits have you seen in your business since we did X project for your company?
• Would you work with us again? Why?

Here at Proposify, we book calls with our customers to get their feedback and we use this information as the basis for our proposal case studies. 

We like the direct contact with our customers and it’s sometimes an easier way to get information from them compared to waiting for a response to an email when they’re super busy. Plus it allows us to get quotes that sound like they’re from real humans as we use their owns words. 

We usually asks these five questions:

• What made you try Proposify?
• What was your ‘a-ha!’ moment to sign up for a paid account?
• Has Proposify improved your sales?
• Does using Proposify influence your close rate?
• Was there a situation where Proposify saved the day? Or helped you out?

We record the call so the content team can listen to it later and transform the conversation into a case study that we'll feature on our website and promote through social media. Check out some of our business case study examples on our site.

Obviously, you’ve picked this client because you already know these types of questions are going to prompt positives answers. Depending on how complete the answers are you may need to edit the testimonials a bit and if you do, be sure to send them back to the client for their approval.

5. Tell a story

When it comes to writing a case study, lead your reader on the journey of the project and keep it focused on the client. Don’t just say, “We built a new website for Bob’s Burgers because the other one was really out of date and not responsive.”

Tell a story that includes the following elements:

Background: Briefly introduce the company, what they do, their industry. It gives some context for the reader.  

The Challenge: Why did the client come to you? What problem were they looking to solve? What issues were they facing in their industry that made them reach out? Why did they choose your company to help them? Be careful that you don’t paint your client or their business in too negatively when describing their challenges.  

The Approach : What did your team do to address the problem? What was the process you went through to come up with that solution? Why did you decide that solution was the right one?

The Result: Explain the results your solution delivered to the client, whether anecdotally or even better with hard numbers if you have them. How it made life better for them, how it helped them achieve their goals, solved their challenge, and how they are now positioned for a successful future. RESULTS ARE CRITICAL. If you can’t demonstrate positive results, don’t include the case study. Results are everything.  

In fact, we put results front and centre by including them in our case study headlines.

I find breaking a case study down into these chunks makes it less daunting to prepare, giving you a clear framework to follow.

6. Keep the format simple

There are lots of different formats for case studies. I like my case studies to be concise (one page TOPS, including images), easy to skim, and easy to determine the result of the project.

You don’t have to literally use the subheads of background, challenge, approach and results but like blog post subheads, it makes the whole thing easier to read and they get right to the point.

Just like your proposal, the client is likely skimming everything but the pricing page so make it easy for them to get the important juicy bits you want to drive home.

7. Use beautiful images or video

Include images of your work in your case study and for the love of PNG, make sure they are high res and LOOK GOOD.

If the project is non-visual like strategy, design a sharp-looking infographic that demonstrates some aspect of the project, like the results or something related to the client’s business.

Where appropriate show before and after shots but again tread carefully in this area. While it can illustrate how far the company has come and the awesome work you did for them, you want to be sure the company is not made to look bad.

To make your testimonial even more powerful, include a video clip in your proposal of the client talking about the project. Online proposal software like, oh, I don’t know...Proposify?...lets you seamlessly add videos to your proposal. But just like images, make sure the video quality is good, the sound is clear, and the whole thing is professionally shot and edited.

8. Customize case studies to your proposal

The question often falls to “how many case studies should we include?”. I think three is plenty and you can always direct the reader to the portfolio/work/customers section of your website for more (you do have a portfolio section on your site, right?).

The case studies you include should correspond to the needs of your prospect for the particular proposal. Maybe it’s a client who had a similar challenge or who experienced benefits from a similar solution that you’re proposing.

Take the time to review each case study before including it in a proposal to find ways to tailor it to help demonstrate to your sales lead that you have experience solving their particular challenge and you know how to deliver.

For example, if your prospect is looking for a new website that’s responsive with an e-commerce solution and requires copywriting, don’t just send them a case study about how you built a kick-ass website. Make sure it demonstrates all those services.

9. Practice plain language

As with anything you write, be sure to follow the rules of plain language writing.  Don’t use jargon, be concise, be straightforward, be positive, avoid the passive voice, and if you need to use technical terms or acronyms, include explanations. Don’t assume your client knows what CSS is.

Case studies are the best way to put the walk in the talk of your proposals. They can help build trust with a prospect with whom you don’t yet have a relationship.

They don’t have to be long, complicated, or with earth-shattering results for the biggest brands in the land. They just need to demonstrate that you can do what you say you do and when it comes right down to it, that’s all a client really wants to know.

Director of Communications @proposify. Channeling Maria Von Trapp, Queen Elizabeth II, and my taxi-driving, yard-sale-obsessed grandmother. Professional word nerd and unapologetic disciple of the Oxford comma. Connect on LinkedIn

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• 6 steps for writing a persuasive projec ...

6 steps for writing a persuasive project proposal

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives, and goals. Your project proposal should summarize your project details and sell your idea so stakeholders buy in to the initiative. In this guide, we’ll teach you how to write a project proposal so you can win approval and succeed at work.

All projects have creation stories, but they don’t start with someone declaring, “Let there be resources!” To move forward with a project, teams must submit a proposal to decision-makers within their organization or to external stakeholders. 

What is a project proposal?

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives , and goals. Your project proposal should summarize your project details and sell your idea so stakeholders feel inclined to get involved in the initiative.

The goal of your project proposal is to:

Secure external funding

Allocate company resources to your project

Gain stakeholder buy-in

Build momentum and excitement

Project proposals vs. project charters vs. business cases

Project proposals and project charters serve different purposes in the project creation process, and it’s important to understand the difference between the two. While a project proposal takes place in the initiation phase of the project, the project charter takes place in the planning phase. 

As mentioned above, a project proposal is a persuasive document meant to convince stakeholders why the project should be carried out. A project charter is a reference document that defines project objectives, and it can’t be created until the project proposal is approved.

People also confuse the business case with the project proposal, but the business case also comes after the proposal. Once the project is approved through a proposal, a business case may be used to secure additional funding for the project.

Types of project proposals

There are six types of proposals you may encounter as a project manager, and understanding the different formats can be useful as you write yours. Each type has a different goal.

Solicited: You’ll send solicited proposals in response to a Request for Proposal (RFP). An RFP announces a project in detail and asks for bids from qualified teams. Because you’re competing against other companies for this type of proposal, you must do thorough research and write persuasively.

Unsolicited: You’ll send unsolicited proposals without an RFP, meaning no one asked for your proposal. In this case, you won’t be up against other companies or teams, but you’ll still need to be persuasive because you have no knowledge of whether the stakeholder you’re pitching to needs you.

Informal: You may have a client send you an informal request for a project proposal, in which case you can respond with your project pitch. Because this isn’t an official RFP, the rules are less concrete.

Renewal: You’ll send renewals to existing clients in hopes that they’ll extend their services with your organization. In this type of project proposal, the goal is to emphasize past results your team has produced for the client and persuade them you can produce future results.

Continuation: You’ll send continuations as a reminder to a stakeholder letting them know the project is beginning. In this project proposal, you’ll simply provide information about the project instead of persuading the stakeholder.

Supplemental: Similar to a continuation proposal, you’ll send a supplemental proposal to a stakeholder already involved in your project. In this type of proposal, you’re letting the stakeholder know the project is beginning, while also asking for additional resources. You should persuade the stakeholder to contribute more to the project in this proposal.

The tone of voice and content of your project proposal will differ based on the type of proposal you’re sending. When you know your project goals, you can write your proposal accordingly.

How to write a project proposal

These step-by-step instructions apply to most project proposals, regardless of type. You’ll need to customize your proposal for the intended audience, but this project proposal outline can serve as a reference to ensure you’re including the key components in your document. 

1. Write an executive summary

The executive summary serves as the introduction to your project proposal. Similar to a report abstract or an essay introduction, this section should summarize what’s coming and persuade the stakeholder to continue reading. Depending on the complexity of your project, your executive summary may be one paragraph or a few paragraphs. 

Your executive summary should include:

The problem your project plans to solve

The solution your project provides for that problem

The impact your project will have 

You should only address these items briefly in your executive summary because you’ll discuss these topics in more detail later in your proposal. 

2. Explain the project background

In this section, you’ll go into the background of the project. Use references and statistics to convince your reader that the problem you’re addressing is worthwhile.

Some questions to include are:

What is the problem your project addresses?

What is already known about this problem?

Who has addressed this problem before/what research is there?

Why is past research insufficient at addressing this problem?

You can also use this section to explain how the problem you hope to solve directly relates to your organization. 

3. Present a solution

You just presented a problem in the project background section, so the next logical step in proposal writing is to present a solution. This section is your opportunity to outline your project approach in greater detail. 

Some items to include are:

Your vision statement for the project

Your project schedule , including important milestones

Project team roles and responsibilities  

A risk register showing how you’ll mitigate risk

The project deliverables

Reporting tools you’ll use throughout the project

You may not have all these items in your proposal format, but you can decide what to include based on the project scope . This section will likely be the longest and most detailed section of your proposal, as you’ll discuss everything involved in achieving your proposed solution. 

4. Define project deliverables and goals

Defining your project deliverables is a crucial step in writing your project proposal. Stakeholders want to know what you’re going to produce at the end of your project, whether that’s a product, a program, an upgrade in technology, or something else. As the stakeholder reads through your vision, this will be the section where they say, “Aha, this is what they’ll use my resources for.”

When defining your deliverables, you should include:

The end product or final objective of your project 

A project timeline for when deliverables will be ready

SMART goals that align with the deliverables you’re producing

While it’s important to show the problem and solution to your project, it’s often easier for stakeholders to visualize the project when you can define the deliverables.

5. List what resources you need

Now that you’ve outlined your problem, approach, solution, and deliverables, you can go into detail about what resources you need to accomplish your initiative.

In this section, you’ll include:

Project budget : The project budget involves everything from the supplies you’ll need to create a product to ad pricing and team salaries. You should include any budget items you need to deliver the project here.

Breakdown of costs: This section should include research on why you need specific resources for your project; that way, stakeholders can understand what their buy-in is being used for. This breakdown can also help you mitigate unexpected costs.

Resource allocation plan : You should include an overview of your resource allocation plan outlining where you plan to use the specific resources you need. For example, if you determine you need $50,000 to complete the project, do you plan to allocate this money to salaries, technology, materials, etc.

Hopefully, by this point in the proposal, you’ve convinced the stakeholders to get on board with your proposed project, which is why saving the required resources for the end of the document is a smart strategic move.

6. State your conclusion

Finally, wrap up your project proposal with a persuasive and confident conclusion. Like the executive summary, the conclusion should briefly summarize the problem your project addresses and your solution for solving that problem. You can emphasize the impact of your project in the conclusion but keep this section relevant, just like you would in a traditional essay. 

Tips for writing an effective project proposal

Following the steps listed above will ensure your project proposal has all the right elements. But if you want to impress your readers and win their approval, your writing must shine. In addition to the above, a project proposal includes:

Know your audience

As you write your proposal, keep your audience (i.e. the stakeholders) in mind at all times. Remember that the goal of the proposal is to win your audience over, not just to present your project details. For example, if you’re creating a new editing tool for a children’s publishing house, can you determine whether your stakeholders are parents and appeal to their emotional side when persuading them to buy in to your product?

Be persuasive

Persuasion is important in a project proposal because you’re hoping your audience will read your proposal and do something for you in return. If your reader isn’t intrigued by your project, they won’t feel inclined to help you. If you describe your editing tool but don’t mention the many features it will offer, how it will benefit clients, and its positive impact in the industry, your audience will wonder, “Why should I care about this project?” 

Keep it simple

While you should go into detail on your problem, approach, and solution, you shouldn’t make your project proposal overly complex. This means you can discuss the project plan for your proposed editing tool without discussing what codes the engineers will use to make each feature work. 

Do your research

A successful project proposal includes thorough research. Be prepared to back up your problem—and solution—with reputable sources, case studies, statistics, or charts so you don’t leave your audience with questions. When writing your proposal, put yourself in the reader’s shoes and ask:

Why is this a problem?

How is this a solution to the problem?

Has anyone addressed this problem before?

What are the project costs?

If you can answer these questions, then you’ve likely done enough research to support your proposed initiative.

Use project management tools to strengthen your project proposal

Good project proposals require team collaboration . With the right management tools, your team can communicate, share information, and work together on one shared document. 

When you store all your project information in one place, it’s easy to access that data when you need it. Project proposals stem from well-organized and properly planned projects, which is why project management software is a key resource to effectively write a project proposal. Ready to get started? Try Asana .

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Methodology

• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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How to Write a Case Study Document - (2024)

How to Write a Case Study Document

Did you know? Proposal Packs are designed for writing complex studies as well as proposals with pre-written templates, samples, graphic design options and automation software.

Do you need to describe in detail the effectiveness of a project, or document the situation or experiences of an individual or a group of people? This sort of detailed study is called a case study.

Case studies are used to test hypotheses, help plan for real-world problems, and generate a discussion of potential needs and solutions, among other things.

For example, a pharmaceutical company might do a case study to determine how a group of individuals has benefited from a drug therapy, or a school administrator might do a case study to show whether or not individual students have benefited from tutoring programs.

Case study reports are usually complete standalone documents. However, if you write business proposals or grant applications, you may find that including summaries of case studies within your proposal can show how your product or service has benefited groups or provided the solution to needs in the past. And if you write business proposals, you may already be aware of a product called Proposal Kit. But you might not realize that Proposal Kit includes everything you need to write all sorts of studies and reports, too.

Each case study report should include these sections within the body of the report:

• Goal(s) of the study. Do you want to determine whether a past process, product, or service has been successful in order to modify it for future use? Are you trying to determine if there's a need for a product or service among a certain group of people, or show the benefits of a project your organization has done in the past?
• A hypothesis or proposition you want to test. Depending on your organization, this might be demonstrating that a group has a specific need or that recipients of a product or service benefited in measurable ways.
• The specific questions you want to answer. These will be derived from the goals and hypothesis of the study.
• The methodology (how information was collected). This might include interviews, measurements, sampling, and so forth. Be sure to include all relevant details such as schedules, dates and times, locations, and personnel who performed the collection. You may want to summarize this information in the body of the report and include details in an appendix.
• Participants. How did you select participants or subjects for the study? What is each participant's background and history?
• The data that was or will be collected. Depending on what you are studying, this section could include videos, transcripts of interviews, collections of documents, descriptions of test results, recorded observations - all kinds of topics could go in this section. If your data is extensive, you may want to summarize it in the body of your report and provide the details in an appendix.
• Analysis of the data. This section is likely to include statistical summaries and patterns found in the data.
• Conclusions. Were your questions answered? Did the study meet the goals? Was the hypothesis supported or refuted? What are the implications for the future?

As with any report, you'll start off with a Title Page and a Table of Contents (Proposal Kit can produce one for you). You'll probably want to include a summary of the important summary points, too, for the high-level readers who will only skim your report. After the body of the report, you may need all sorts of appendices, too - lists of statistics, diagrams, charts, a bibliography or list of sources, and so forth. Proposal Kit will contain all of the individual topics used to flesh out the details of your study.

Remember to always keep your readers in mind. What do they know about you and the study? What do you need to tell them so they can judge the results? You may need to include background information about your organization, the resumes of personnel who participated, your training or education credentials, and so forth.

Here are some related samples included in every Proposal Pack

• Feasibility Study Sample
• Case Study Sample

Here are some related templates:

• Case Study Report
• Extinction and Climate Change Study
• Healthcare Case Study
• Case Study Proposal Template

It's important that your case study sounds professional, so be sure to proofread every page. If possible, get someone who is unfamiliar with the study to read and comment on your work. It's always a good idea to choose a reviewer with a similar background to your readers so that he or she can ask appropriate questions and provide useful comments to improve your report.

After you have all the information written for your proposal, work on making your document visually appealing. Add some color and graphics by incorporating your company logo, using colored borders, and selecting custom bullet points and fonts that match your business's style. Learn how to effectively select colors for a winning business proposal.

You also want your report to look professional, too. Proposal Kit can help with that because it allows you to choose from a variety of graphic designs.

There's no need to start each section of your case study report by staring at a blank page. Proposal Kit includes templates for all the topics mentioned in this article. Each template includes instructions and examples of information to include on that page to give you a jump start on writing. And Proposal Kit includes samples of all kinds of proposals and studies, too. You'll find yourself using the product for business documents and reports of all kinds.

How to Write a Case Study

This video demonstrates how to use Proposal Kit to create a customized case study document. While Proposal Kit is typically used to write proposals, quotes and business plans it can also create many types of business documents such as case studies.

Using our professional quality proposal and contract packages, wizards, and support documents to develop your proposals, business plans, and other business documents will give you a comprehensive final document that will present you and your organization as a highly professional alternative that instantly inspires trust.

It will provide you with the inside track. You can order and instantly download the Proposal Kit that best suits your needs.

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How to Create a Case Study + 14 Case Study Templates

Written by: Brian Nuckols

When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand’s stuff. 

In this post, I’ve put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today. 

Let’s begin! 

Here’s a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:

What is a Case Study?

A case study is a way for you to demonstrate the success you’ve already had with existing clients. When you create a case study, you explore how previous clients have used your product or service to reach their goals. 

In particular, a case study highlights a specific challenge or goal one of your clients was struggling with before they discovered your product. 

It then demonstrates how your work has assisted them on the journey towards overcoming the challenge or accomplishing the goal. 

A case study’s outcome is typically to share the story of a company’s growth or highlight the increase of metrics the company tracks to understand success. 

The case study includes an analysis of a campaign or project that goes through a few steps from identifying the problem to how you implemented the solution. 

How to Write a Case Study

When it comes to adding irresistible design to your content from the start, using a helpful tool is a great start. Sign up for a free Visme account and start highlighting your own client success stories using one of our case study templates today. 

Also, while you’re beginning to transition your case study workflow to include a professional design tool, it’s helpful to review some high level principles you can incorporate into your case study. 

We’ll start by reviewing some of the critical style tips and structural elements to include in your case study before progressing to a more detailed design section. 

Pinpoint Your Main Message

When designing an impactful case study, it’s essential to stay clear on the metrics that you’re highlighting. The process of overcoming business challenges is a dynamic process with many moving parts. 

If you do not stay focused on what matters in your case study, you risk obscuring the big win your client experienced by using your product or service. 

This is why you need to focus on a single message or metric. This is often called the north star metric . 

The north star metric is the single most crucial rate, count or ratio that helped your client move closer towards their goals or overcame an obstacle. 

While north star metrics are context dependent, a useful heuristic you can utilize is to figure out the most predictive metric of your client’s long term success. 

In the template I’ll highlight below, cost per lead was the north star metric that The College for Adult Learning needed to optimize. 

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Use Emotionally Rich Language 

Recently researchers at Presado did an interesting study to understand the types of language that help readers take action. They broke the content included in marketing assets into several categories, including functional, emotional and descriptive. 

In the most successful pieces of content, the researchers found that emotionally coded words were present in 61% of the content’s total volume.

This research shows the benefit of using emotionally engaging content in your case study. While it’s essential to focus on the concrete evidence of how you helped your client get from where they started to a successful outcome, do not forget to highlight the emotional journey. 

Use Data For Concrete Evidence 

Once you’ve decided on the north star metric to highlight and you choose the emotional response you want to reinforce in your case study, it’s important to use actual data from the project to share the concrete results your product helped to achieve. 

To make sure your audience can follow your line of thinking, make sure the data in your case study is precise. If you track data across time, your readers must know whether you chose to track by month or years. 

If there are any apparent trends, you can use color to highlight specific areas in a chart. 

If you want to dig deeper into using data to tell compelling stories, check out our video data storytelling tips to improve your charts and graphs. 

In the template below, The College for Adult Learning case study is an excellent example of how these elements can work together. 

Cost per lead was a critical north star metric, so we chose to emphasize the increase in revenue and a decrease in cost per lead. 

Additionally, the background section uses emotionally rich language by highlighting how the school helps students get ahead with their career goals. Also, the factual data is the centerpiece of this page in the case study.

If you’re ready to share how you impacted a client, use the College for Adult Learning case study template right now! 

Include All Necessary Parts of a Case Study

After you’ve interviewed your client and you’re getting ready to start writing, it’s important to remember each piece you need to cover.

All good case studies consist of five parts: Introduction, Challenge, Solution, Benefit and Result.

While you don’t necessarily need to label each section like that, be sure that the flow makes sense and covers each section fully to give your audience the full scope of your case study.

RELATED: 15 Real-Life Case Study Examples & Best Practices

14 Case Study Templates

Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 

1. Fuji Xerox Australia Case Study Template

Use the Fuji Xerox case study template to showcase the concrete results you achieved for your clients. It has sections where you can explain the goals you started with and the results you achieved. 

2. College for Adult Learning Case Study Template

As we’ve explored already, the College for Adult Learning template has sections where you can embrace a data driven storytelling approach while also connecting with your audience using emotionally rich language. 

Utilize the professionally designed business case study to connect with your audience. 

3. Intel Case Study Template

The Intel case study has beautiful visual elements and gives you space to share the project’s context and the goals you set out to achieve. It also allows you to get concrete with the results you achieved. 

You can always use the Visme Brand Kit to incorporate your unique brand colors into this stunning design. 

4. Bit.ly Case Study Template

Bit.ly is a marketing product that helps brands track how they are doing with campaign results. The bit.ly business case study template showcases how they drove impressive results for an eCommerce business. 

You can modify the professionally designed case study template to illustrate the key results you drive for your clients. 

5. NVISIONCenters Case Study Template

The NVISIONCenters case study template is an excellent example of how powerful it is to pair beautiful designs with the results you generate for your clients. In this case study, we see how you can transform your past accomplishments into a powerful marketing asset. 

6. Adobe Case Study Template

The Adobe case study is an exciting example of a business case study because it does a great job illustrating how you can use a specific result to create a powerful marketing asset. 

Adobe had a particular goal of branding to position itself as a leader for the future of digital marketing. LinkedIn sponsored messages was an effective tactic to drive the outcome Adobe needed. 

You can use the Adobe case study template to demonstrate the success of your most effective tactics. 

7. Inkjet Wholesale Case Study Template

The Inkjet wholesale case study template is an excellent choice if you want to experiment with your case study’s visual element. The roadmap to objectives diagram is a powerful graphic that illustrates the journey of a successful campaign. 

8. Neutrogena Case Study Template

If you have a strong visual brand to tell your case study’s story with visuals, the Neutrogena template is a great choice. It is already designed with plenty of space to highlight your visuals. 

When it is all said and done, you have the results section to complete a successful client partnership story.

9. Weebly Case Study Template

The Weebly case study template is your choice if you want to add visual flair to your case study. The beautiful layout is a testament to the power of pairing minimal design with an exciting statistic. 

10. Patagonia Case Study Template

The Patagonia case study is a perfect example of how crucial it is to make design choices based on your brand’s unique personality. 

It is a fantastic choice if you have a project to showcase featuring a brand with a distinct brand aesthetic.  

11. Think With Google Case Study Template

The Think With Google case study template tells the story of a mobile game that needed to create more engagement on their app. 

It is a visually impactful case study design template that you can use to tell a compelling story about your results. 

12. Kleenex Case Study Template

This case study template is the perfect way to show off search marketing results for a client or other highly specific KPIs that you managed to accomplish.

Insert the initial challenge followed by your company’s solution and adjust the included data visualization tools to showcase your specific results.

13. Customer Experience Presentation Case Study Template

The presentation case study template is an excellent choice for blending beautiful visual elements with the ability to give detailed information about the results you generated, as well as showcasing that data in a unique format. 

If you are ready to show how the unique features of your product or service drove real world business results then it is a good choice for your case study. 

14. Webinar Presentation Case Study Template

One small business saw incredible results when using Visme to optimize their webinar workflow. They saved 100 hours of their precious time by incorporating our collaborative design tools. 

We designed the small business template using those results as an example. When you have an eye catching effect to showcase to your audience, you can use this template as a starting point. 

Case Study Design Tips

Now that we’ve explored the 14 templates you can use with Visme to create your case study, let’s take a look at some practical design tips that will take your content to the next level. 

Be Brief In Your Case Study 

In discussions about writing with style, brevity is a common topic. However, it’s also an important design principle. 

Brevity in design is when you find the best way to perform your intended objective in as few steps as possible. 

When designing your case study, make sure you do not add extraneous visual elements where they are not needed. Instead, think of the effect you want to have on your reader and try to do it simply. 

Describe Your Vision Clearly

Earlier in this article, I wrote about the north star metric, your case study’s emotional effect and using data to make the case study concrete. Your design choices should serve to reinforce these primary goals. 

Clarity in design is when all of the visual elements add up to a whole. 

A great example of this is in the small business case study template where the shapes, typography and color scheme all emphasize the main idea that Visme helps the reader save time. 

Create A Consistent Style 

Visual consistency is a fundamental design principle that you can not afford to ignore in your case study. It will help you increase readability and make sure your audience does not get frustrated with jarring visual elements. 

In short, a consistent style is when you use a uniform color scheme, typography and the same kinds of visual elements throughout the case study. 

Use A Case Study Template For Readability

Readability is a crucial element of design, especially for case studies that are experienced on mobile devices. Contrast is an impactful readability principle. 

Make sure any contrasting colors you chose are easy on the eye and your reader does not have to strain to read your case study. 

Use Proper Alignment In Your Case Study 

Alignment is one of the principles of design that sets professionally designed business case study templates apart. Great designers have an intuitive eye for the mathematically based ratios of proximity invisible in sound design and an eyesore in lousy design. 

The good news is that you do not have to be a mathematician nor a professional designer to have a perfect alignment for your case study. Visme utilizes an easy to use drag and drop design tool that helps you achieve proper alignment in your case study. 

Let Your Brand Personality Speak

When we make intentional design decisions, we want to create a positive emotional experience for our audience. One of the best ways to do that is to make decisions that showcase your brand’s unique personality .

Is the case study you are creating like a well dressed business person who is serious, trustworthy and capable of doing a great job? Is it more like an extravert at a party bouncing from person to person lighting up the room? 

There is no right answer, but you need to infuse your viewpoint into the case study you create if you want to create a unique design. 

Start Designing Your Case Study Today 

A professionally designed case study template will help you create a stunning case study. While reviewing some high level design strategies is an important step, a tool like Visme will help you make a real impact on your audience.

If you’re ready to create your next case study, get started with Visme today .

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About the Author

Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.

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18 project proposal templates to accurately capture your vision

So you have an idea. And you're here looking for the best way to frame it so that whoever needs to approve your proposal doesn't dismiss you out of hand. 

If you haven't made a video of yourself proposing this idea and played it during a meeting while proudly standing in the corner, mouthing along to your epic speech, I'm happy to report that you're doing great so far.

My design team and I have put together some templates for project proposals, designed and formatted to suit different purposes. They're Google Docs that you can copy, and once you've filled them in, you can download them as PDFs. Have at 'em.

1. Business project proposal template

This template outlines the basic elements of a project proposal. It contains sections for your executive summary, project goals, tasks, schedule, budget, and resources. It's flexible enough to adapt to business proposals of every size and purpose. Pageantry aside, this template represents the essentials of a business proposal.

Tip: Tie your schedule section to the task list you have in mind, so readers can get a clear view of the project's timeline.

2. Research project proposal template

Research proposals demand a focus on context. Whatever kind of research it is, it will always require an overview of existing information, gaps in knowledge, and any theoretical frameworks that may already be out there. It focuses heavily on explaining how you'll approach the project and how you'll collect and analyze the data.

Tip: Include as much context and background information about the industry or area you're researching. Display expertise and knowledge of the subject matter.

3. Grant project proposal template

It's never easy getting your project funded. But a good grant proposal can definitely boost your chances of getting free money. This template is designed to shine a light on the project details, timeline, goals, and team. It allows you to go into greater detail regarding where you intend to spend your funding. I'm told companies and entities that grant grants like transparency.

Tip: Break down the costs and be as transparent as possible about your goals and how this funding will help you reach them.

4. Marketing project proposal template

Tip: Make use of the company section to highlight the team working on the project. Some proposals include detailed bio sections for each member.

5. Event project proposal template

Every successful event needs a roadmap that incorporates event objectives, venue options, budget breakdowns, strategies, and contingency plans. You can tailor this template to match events of different sizes. It'll do wonders for a company's product reveal and launch event, just the same as it would your CTO's daughter's 15th birthday party.

Tip: Highlight the unique selling points of your event, and incorporate engaging visuals or themes.

6. Software development project proposal template

This template emphasizes past experience and successful projects, as these are the most important software development selling points. It outlines the project scope, functionalities, development stages, projected timeline, budget estimation, and case studies.

Tip: Emphasize the scalability and user-friendliness of your software. Illustrate how it solves specific problems or improves efficiency.

7. Web design project proposal template

Much like software development, web design is the type of industry that requires a portfolio, making testimonials and imagery very important elements. This template will also help you outline ideas for the project, detailing pages and features you plan to implement. It's adaptable for freelance projects or agency pitches.

Tip: Showcase previous successful projects or design concepts to illustrate your creativity and technical expertise.

8. Training project proposal template

You can use this template to present comprehensive training programs. It includes training goals, methodologies, curriculum outlines, delivery modes, assessment strategies, and budget breakdowns.

Tip: Highlight the anticipated impact on learners and how your training program addresses specific skill gaps.

9. Consulting project proposal template

As a consultant, you want to emphasize problem-solving strategies, proposed methodologies, deliverables, costs, and expected outcomes. This proposal template helps frame that information and remains customizable enough to work with consulting services across multiple industries.

10. Education project proposal template

This template is structured to outline educational initiatives, curriculum changes, or program enhancements. It focuses on educational objectives, teaching methodologies, resource allocation, budget estimation, and evaluation criteria. 

It can work great for corporate training, leadership development, or any other educational work you're leading at your business.

Tip: Emphasize how the proposed changes or initiatives align with educational standards or contribute to student success.

11. Non-profit project proposal template

For a non-profit project proposal, it's important to highlight its social impact, community engagement, fundraising strategies, budget allocation, and volunteer involvement. It's designed to convey your mission and its significance.

Tip: Highlight successful initiatives or stories of changed lives to illustrate the impact of your non-profit.

12. Sales project proposal template

Tip: Identify your client's pain points and include them in your proposal alongside your solution.

13. Human resources project proposal template

This template is best used to outline initiatives such as recruitment strategies, training programs, employee benefits, or policy changes. This template focuses on HR objectives, methodologies, implementation plans, and budget allocation.

Tip: Showcase the anticipated positive impact on employee satisfaction and company performance. Provide evidence and proof that your approach has yielded positive results in the past and has a proven track record.

14. IT infrastructure project proposal template

Tip: Emphasize scalability, security, and technological advancements when you pitch your services.

15. Real estate project proposal template

This template outlines property details, market analysis, project scope, and financial details. You can use this project proposal for property development, sales, or investments.

Tip: Include visuals like property images or location maps to help readers visualize your ideas.

16. Financial project proposal template

Unsurprisingly, a financial proposal highlights financial strategies, budget allocation, ROI projections, risk assessment, and expected outcomes. It's best used for funding requests, investment proposals, or financial planning.

Tip: Emphasize the projected financial returns and risk mitigation strategies.

17. Arts and culture project proposal template

To best represent cultural initiatives, art projects, or events in a compelling manner, it's important to lean heavily on displaying artistic significance, community involvement, budget allocation, and expected cultural impact.

Tip: Showcase previous successful cultural events or artistic collaborations to highlight credibility and creativity. Make sure to include promotion strategies for your project.

18. Engineering project proposal template

For engineering projects, it's important to focus on technical specifications and design alongside project scope, methodologies, technical specifications, budget estimates, and anticipated outcomes.

Tip: Make sure your technical approach and specifications are as detailed as possible. This information can raise issues for your client if your technical specifications aren't compatible with their existing infrastructure.

Tips and best practices

Writing a great project proposal comes down to filtering the most important information for your industry, business, services, and client. There's a lot you can include in this document, but if it's irrelevant, too long, or way off-topic, it may cause more damage than good.

Write for your audience: Write each proposal with your audience in mind. A research project proposal, for example, should focus on clearly defined objectives and adhere to academic standards, while a non-profit project proposal should highlight social impact and take on a storytelling approach. 

Structure an effective approach: Your approach needs to match the nuances of each proposal type. Whether it's research, marketing, or education, customize your methodology and strategies to align with the project's objectives. For example, if you're writing a research project proposal, your objectives should focus on the gap in knowledge that your research fills.

Allocate resources and prepare your budget plans: Develop a detailed and realistic budget plan. Allocate resources considering the unique needs of each project. Prioritize expenditures and ensure alignment with project goals. For example, if you're writing an engineering proposal, it's important to consider necessary expenses like hiring costs, technology, and software.

Set evaluation and success metrics: Different project scopes demand different metrics. Whether it's ROI for financial proposals or community impact for non-profit projects, establish measurable criteria to assess success.

Related reading:

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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Project Case Study

Ai generator.

Who wouldn’t want to bask in the glory of success and sit at the top of one’s chosen trade? We can put too much emphasis on the results that we tend to neglect the arduous process that comes with the glitz and glitters. Overnight success will not stand the rigors of long term subsistence. Stories of toils and triumph against adversity are what make our achievement motivating and noteworthy to the rest of the industry. That is why a project case study showing how you overcame ordeals from day zero tells more than the product will of your competency in your chosen field. 

Case studies provide in-depth treatment of a subject matter because of the extensive reporting and comprehensive writing style they entail. They put the spotlight on how a team made a project a success despite the challenges and how it is making strides in the industry. Project case studies are a useful project management apparatus for documenting initiatives, programs, and strategy for future reference of the company and concerned entities. Instead of using hard-sell strategies on marketing your craft, let project case studies make the case for you.

End Game Goggles

We don’t just tune in to the recognition of the Olympic gold medalists, Nobel Prize winners, and Pulitzer Prize awardees for their crowning moments. We listen to their backstories, their journey of getting to where they are now. It could be that we find comfort in knowing that the prominent personalities in different world arenas are also humans, that they, too, face adversities. We may be seeking motivation in our own lives in knowing that others made it to greatness so we can, also. Success stories sell for many reasons, but not all generate the same effect in us. 

“Powerball” Success

The problem with instant success is that it skips the phenomenon of delayed gratification. When it bypasses the hard work that is equivalent to working for an equivalent prize, people tend to put less value on the amount. In other words, money is worth less when earned with a lottery ticket. This isn’t meant to poke fun on lottery winners nor devaluate what they have done to win. The point is that, in general, it is easier to spend money when you didn’t shed blood and tears to earn every penny.

On Reporting the Process 

Although the end product is the biggest tell-tale of the success of a project, it doesn’t paint a complete picture. There is a chasm between the start to finish of a project. When you keep the two detached from each other, you lose valuable information that you can use for future ventures. You also keep up this erroneous image that success comes easy. One, that misleads an audience that you might not even know you have. Forget about inspiring a new batch of leaders, world changers, and entrepreneurs. Two, it is difficult to sustain a pristine and perfect image. It will always crumble sooner than convenient.

Where Pragmatism Fails

On the other hand, veiling the work that came with your success is counterintuitive in making your mark in the field. Achievement is not handed out on a silver platter. Case studies show the rest of the industry how you accomplished a project. It shows your capability in marketing project strategy and management. It tells of your expertise and your work ethic in handling the tasks and meeting strict deadlines. It boasts of your prowess in getting the job done. For a company, project case studies tell the clients how professional you are in meeting their expectations and demands. It tells of your command of the trade and skill in the craft.

It’s time to take off the end game goggles and gain a new perspective on how you should measure success.

10+ Project Case Study Examples

The success of an endeavor takes a stroke of brilliance, perseverance, and hard work. Illustrate for your and the rest of the world’s benefit how you made a project successful against the odds through publishing case studies. Because each study is a detailed accomplishment and  performance report on how you went above and beyond what’s good enough for clients, your portfolio and business library will certainly benefit from these documents. With the world becoming aware of the usefulness of case studies, be at the top of your game and tell your success story differently. Look into the following case study templates and samples from different fields and improve your storytelling.

1. Project Case Study Template Example

• Google Docs

Size: 79 KB

2. Design Project and Case Study Example

Size: 815 KB

3. Construction of Highway Project case Study Example

Size: 390 KB

4. Primary School Pilot Project Case Study Example

5. Funded Project Case Study Example

6. Phono-Post Project case study Example

Size: 116 KB

7. Formal Project Case Study Example

Size: 299 KB

8. Water Quality Project Case Study Example

Size: 927 KB

9. Educational Project Case Study Example

10. Project Agreement Case Study Example

Size: 417 KB

11. Bridges Project Case Studies Example

Size: 217 KB

12. Project Case Study in DOC

Size: 11 KB

How To Make A Project Case Study

Success stories are not made equal. Revamp your or your business’s portfolio with project management case study that shows why you are trustworthy and reliable in a competitive industry. Keeping case studies in your library will also guide your next decisions. This is how you design your success story that converts audience into clients.

1. Identify a Highlight

Of the projects that you have worked on, which ones would you consider your best? List your top contenders and indicate a summary why you think it so. Perhaps you can ask a colleague to help you identify which of these are your best. Make each study caption concise, detailed, and interesting.

2. Tell it Effectively

Make the format easier to understand on the first reading. Include the description of the client and their problem, the project’s objectives, how you came about the case, and the results. Indicate the challenges and your solutions, and how the project was received by the clients. You should explain how you made the project a success. Remember, even if it was successful, there is a lot going in the background that will put off any interested client, may that be internal team tension or terrible work ethic.

3. Credit All Involved

Most likely, you worked with a team for the project. Therefore, you have to give them credit for what they have accomplished. You should also explain your role in the project and how you contributed to its success. When your client knows how you are involved instead of just your work title in the project, it will help you gain their trust.

4. Describe Project’s Impact

Although case studies are about the process of success, don’t forget to make it clear how the project wasn’t just a money-making scheme. It helps your image if you communicate that you also care for your clients. Write about how the project made or will make a significant difference in the community. Describe how it affected the people involved and its benefactors. Show your heart by including societal and environmental responsibility in your business ventures.

How the work is done is part of the success and should be given a huge chunk of the performance indicator pie. The glorious end of any successful endeavor is only half the picture. Build a respectable career on stable and dependable work that gives importance to the laborious grind as it does the trophy at the end.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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Top 15+ Project Management Case Studies with Examples 2024

Home Blog Project Management Top 15+ Project Management Case Studies with Examples 2024

Having worked for more than 9 years in the dynamic field of project management, I would strongly refer to real-world case studies as invaluable resources for both budding and experienced professionals. These case studies provide critical insights into the challenges and triumphs encountered in various industries, illustrating the application of project management principles in practical scenarios.   I have curated the project management case studies as a part of this article in such a way that it delves into a selection of compelling case studies, ranging from the healthcare sector to infrastructure and technology. Each case study is a testament to the strategic planning, adaptability, and innovative problem-solving skills necessary in today's fast-paced business environment. These narratives not only highlight past successes but also offer guidance for future projects, making them essential tools for anyone eager to excel in project management.

What is Case Study?

A case study refers to an in-depth examination of a specific case within the real-world context. It is a piece of content that sheds light on the challenges faced, solutions adopted, and the overall outcomes of a project. To understand project management case studies, it is important to first define what a project is . A project is a temporary endeavor with a defined beginning and end, aimed at achieving a specific goal or objective. Case studies are generally used by businesses during the proposal phase. However, they are also displayed on the websites of companies to provide prospects with a glance at the capabilities of the brands. It can even serve as an effective tool for lead generation. In simple words, case studies are stories that tell the target audience about the measures and strategies that the organization adopted to become successful.

What is Project Management Case Study?

A project management case study is a piece of content that highlights a project successfully managed by the organization. It showcases the challenges that the organization faced, the solutions adopted, and the final results. Keep reading in order to explore examples of successful project management case studies.

Top 15 Project Management Case Studies and Examples 

Are you looking for some project management case study examples? If yes, here are some of the best examples you can explore. Let’s dive in! Before diving in, here is the list of top 15 project management case studies: 

• Mavenlink Helps Improve Utilization Rates by 15% for BTM Global
• Boncom Reduces Billing Rate Errors by 100%
• whyaye! Reaches 80% Billable Utilization
• Metova Increases Billable Utilization by 10%
• Appetize Doubles Length of Forecasting Outlook
• RSM Improves Client Satisfaction and Global Business Processes
• CORE Business Technologies Increases Billable Utilization by 35%
• Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery
• Optimus SBR Improves Forecasting Horizon by 50%
• PlainJoe Studios Increases Projects Closing Within Budget by 50%
• RPI Consultants Decreases Admin Time by 20%
• CBI's PMO Increases Billable Utilization By 30%
• Butterfly Increases Billable Time by 20%
• TeleTracking Increases Billable Utilization by 37%
• Taylors Improves Utilization Rates by 15%
• Hospital El Pilar improves Patient Care With implementing Disciplined Agile
• British Columbia’s Ministry of Technology and Infrastructure (MoTI)

1. Mavenlink Helps Improve Utilization Rates by 15% for BTM Global

The case study is all about how Mavenlink helped BTM Global Consulting to save hours of work and enhance utilization with resource management technology. BTM Global Consulting offers system development and integration services to diverse clients. The challenges that the company faced were that tools like Netsuite OpenAir and Excel spreadsheets were not able to meet the customization needs as the company grew. It impacted their overall productivity.

BTM Global saw the following benefits: 

• 15% increase in utilization for project managers
• 10% increase in companywide utilization
• 4-hour resource allocation work reduced to 10 minutes
• 100% Company-wide time tracking adoption

In order to overcome the challenge, the solution they adopted was to switch to Mavenlink. The result was that it increased the utilization of the company by 10% and enhanced project manager utilization by 15%. It also reduced resource allocation work from 4 hours to just 10 minutes.

2. Boncom Reduces Billing Rate Errors by 100% With Mavenlink

Boncom is an advertising agency that collaborates with different purpose driven brands to create goods worldwide. The challenge was that the company relied on several-point solutions for delivering client-facing projects. However, the solutions failed to offer the required operational functionality. An ideal solution for Boncom was to adopt Mavenlink. The result was that the billing rate error got reduced by 100%. Accurate forecasting became possible for Boncom, and the company could generate reports in much less time.

3. whyaye! Reaches 80% Billable Utilization with Mavenlink

Here are the top benefits whyaye got: 

• 6% increase in utilization
• Tripled company size
• Doubled in number of new clients every quarter
• Support through constant business scaling

whyaye is a digital transformation consultancy delivering IT transformation solutions to businesses operating in diverse sectors. The challenge was that whyaye used to manage resources and projects using tools such as emails, PowerPoint, and Microsoft Excel. However, with the growth of the company, they were not able to access project data or gain insights for effective management of the projects . The ultimate solution to this challenge was to make a switch to Mavenlink. The result was an increase in the utilization by 6%, doubling of new clients, tripling of the company size, and seamless support through business growth.

4. Metova Increases Billable Utilization by 10% With Mavenlink

If you are looking for a project planning case study, Metova can be the right example. Metova is a technology firm, a Gold Partner of Microsoft, and an advanced consulting partner of AWS. The challenge was that the company handled several projects at a time. However, its heavy dependence on tools like Google Sheets limited the growth capabilities of the organization. So, the company looked for a solution and switched to Mavenlink. The result was that it was able to increase its billable utilization by 10%, increase its portfolio visibility, and standardize its project management process.

5. Hospital El Pilar improves Patient Care With implementing Disciplined Agile

If you are looking for an example of one of the best hospital related project management case studies, then Hospital El Pilar can be the ideal one. Hospital El Pilar is a private hospital in Guatemala City, Guatemala, that provides comprehensive care to patients in various medical specialties. The challenge was that the hospital’s application development team faced several obstacles in managing and delivering projects, such as unclear priorities, a lack of visibility, little interaction with users, and competing demands. The solution that the team adopted was to use Disciplined Agile® (DA™), a flexible and pragmatic approach to project management that optimizes the way of working (WoW). The result was improved project outcomes, increased user satisfaction, greater transparency, and more trust from stakeholders and customers.

6. British Columbia’s Ministry of Technology and Infrastructure (MoTI) gets its principal corridor for transportation up in 35 days

Reconnecting Roads After Massive Flooding (2022) is a case study of how the British Columbia Ministry of Transportation and Infrastructure (MoTI) used a project management approach based on the PMBOK® Guide to restore critical routes after a catastrophic weather event. It is one of the examples of successful project management case studies you can look into. The challenge was that an atmospheric river caused severe flooding, landslides, and bridge collapses, cutting off the lower mainland from the rest of Canada2. The solution was to prioritize the reopening of Highway 5, the principal corridor for transportation of goods and people, by creating scopes, work breakdown structures, and schedules for each site3. The result was that Highway 5 was reopened to commercial traffic in 35 days, despite additional weather challenges and risks4. The construction project management case study we discussed demonstrated the benefits of flexibility, collaboration, and communication in emergency response.

7. Appetize Doubles Length of Forecasting Outlook with Mavenlink

Here the the benefits Appetize got with Mavenlink: 

• Forecasting horizon increases to 12 weeks
• Management of 40+ major projects per quarter
• Support for rapid companywide scaling
• Salesforce integration supports project implementation

Appetize is one of the leading cloud-based points of sale (POS), enterprise management, and digital ordering platform that is trusted by a number of businesses. The challenge of the company was that its legacy project tracking systems were not able to meet the growing needs of the company. They experienced growth and manual data analysis challenges. The solution they found was to switch to Mavenlink. The result was an increase in the forecast horizon to 12 weeks, support for effective companywide scaling, easy management of over 40 major projects, and Salesforce integration for project implementation.

8. RSM Improves Client Satisfaction and Global Business Processes with Mavenlink

RSM is a tax, audit, and consulting company that provides a wide array of professional services to clients in Canada and the United States. The challenge of the company was that its legacy system lacked the necessary features required to support their work- and time-intensive projects and delivered insights relating to the project trends. An ideal solution to this challenge was to switch to Mavenlink. The result was better to risk mitigation in tax compliance, improved client-team communication, templatized project creation, and better use of the KPIs and project status.

9. CORE Business Technologies Increases Billable Utilization by 35% with Mavenlink

Here are the top benefits CORE Business Technologies got with Mavenlink: 

• Simultaneous in-progress projects doubled
• 100% company-wide time entry compliance
• 35% Increase in Billable Utilization
• 50% Increase in Team Productivity

Another top project management case study is the Core Business Technologies. CORE Business Technologies is a reputed single-source vendor self-service, in-person, and back-office processing to the clients. It offers SaaS-based payment solutions to clients. The challenge faced by the company was that its tools like spreadsheets, Zoho, and Microsoft Project led to a hectic work schedule owing to a huge number of disconnected systems. The solution to the challenge was to switch to Mavenlink. The result was the enhancement of team productivity by 50%, time entry compliance by 100%, and enhancement of the billable utilization rate by 35%.

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10. Client Success: Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery with Mavenlink

Here are the top benefits Health Catalyst saw with Mavenlink:   

• Consistency in Successful Project Delivery 
• Improved Interdepartmental Communication 
• Deeper Resource Data Insights 
• Stronger Resource Forecasting

Health Catalyst is a company that delivers data and analytics services and technology to different healthcare organizations. The firm provides assistance to technicians and clinicians in the healthcare sector. The challenge of the company was that the tools like Intacct and spreadsheets that is used for project management were not able to provide the required data insights and clarity for better project management. It also limited effective resource management. The solution was to embrace Mavenlink. The result was better resource forecasting, enhanced interdepartmental communication, consistency in project delivery, and better resource data insights .

11. Client Success: Optimus SBR Improves Forecasting Horizon by 50% with Mavenlink

Optimus SBR is a leading professional service provider in North America. It offers the best results to companies operating in diverse sectors, including healthcare, energy, transportation, financial services, and more. The challenge was that legacy software tools that the firm used gave rise to project management issues. The company was not able to get a real-time revenue forecast or gain insights into its future financial performance. The solution that the company adopted was to switch to Mavenlink. The result was better data-driven hiring decisions, efficient delivery of remote work, and enhancement of the forecasting horizon by 50%.

12. Client Success: PlainJoe Studios Increases Projects Closing Within Budget by 50% With Mavenlink

Here are the benefits how Mavenlink helped PlainJoe: 

• Improved data insights for project success
• Enablement of fast shift to remote work
• Improved budgeting
• Increased rates in billing

PlainJoe Studios is an experimental design studio that focuses on digitally immersive and strategic storytelling. The company has a team of strategists, architects, and problem solvers to create value for the clients. The challenge of the company was that the manual processing of the company affected its ability to grow and manage the diverse project effectively. They lacked clarity about their project needs and profitability. The solution to deal with the challenge was to switch to Mavenlink. The result was an enhancement in the billing rates by 15%, better project closing within budget by 50%, better data insights for the success of different projects, and a faster shift to remote work.

13. Client Success: RPI Consultants Decreases Admin Time by 20% With Mavenlink

If you are looking for an example of one of the best software project management case studies, then RPI Consultants can be the ideal one. RPI Consultants offer expert project leadership and software consulting services for enterprise-level implementation of solutions and products. The challenge was that the task management solutions adopted by the company gave rise to a number of complications. It resulted in poor interdepartmental transparency and time-consuming data entry. The ultimate solution that the company embraced was to switch to Mavenlink. The result was a rise in the utilization rate by 5%, lowing of admin time by 20%, better forecasting and resource management, and a single source for gaining insights into the project data.

14. Client Success: CBI's PMO Increases Billable Utilization By 30% With Mavenlink

CBI is a company that is focused on protecting the reputations, data, and brands of its clients. The challenge that the company faced was that the solutions used were unable to meet the growing needs of the organization. The systems were outdated, data sharing was not possible, and time tracking was inconsistent. The solution to the challenge was to switch to Mavenlink. The result was better interdepartmental alignment, enhancement of time tracking to support business growth, an increase in the billable utilization rate by 30%, and detailed insights for a greater success of the projects.

15. Client Success: Butterfly Increases Billable Time by 20% with Mavenlink

Butterfly is a leading digital agency that provides digital strategy, website design and development services, and ongoing support to businesses across Australia. The challenge was that the different legacy systems used by the agency limited its capability of effective project management and reporting. The systems were time consuming and cumbersome. In order to deal with the challenge, the solution was to make a switch to Mavenlink. The result was the enhancement of billable time by 20%, fast reporting insights, enhancement of productive utilization by 16%, and better Jira integration.

16. Client Success: TeleTracking Increases Billable Utilization by 37% With Mavenlink

TeleTracking Technologies is a leading provider of patient flow automation solutions to various hospitals in the healthcare sector. The challenge of the company was that it used different systems such as Microsoft Excel, Sharepoint, MS Project, Jira, and Netsuite. The use of a variety of solutions created a number of challenges for the company. It had poor forecasting capability, an insufficient time tracking process, and unclear resource utilization. The solution was to switch to Mavenlink. The result was the enhancement of time tracking compliance by 100%, rise in hours to date by 18%, and enhancement of billable utilization by 37%.

17. Client Success: Taylors Improves Utilization Rates by 15% with Mavenlink

This is a perfect example of a construction project management case study. Taylor Development Strategists is a leading civil engineering and urban planning organization in Australia. The challenge that the company faced was that the systems that it used were not able to support the growth of the business. There were a lot of inefficiencies and limitations. The solution to the challenge was to switch to Mavenlink. The result was better global collaboration, an increase in the utilization rate by 15%, consistency of timesheet entry, and in-depth insights relating to utilization and project targets.

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Start Creating Your Project Management Case Study

Not that you have a detailed idea about project management case studies, it is time to prepare your own. When doing the project management case study exercise, make sure to focus on covering all the important elements. Clearly stating the challenges and the solutions adopted by the company is important. If you want to get better at project management, getting a PMP Certification can be beneficial.

Case Study Best Practices and Tips 

• Involve your clients in the preparation of the case study. 
• Make use of graphs and data. 
• Mix images, texts, graphs, and whitespace effectively.

Project Management Case Study Template 

To create a well-crafted and highly informative case study template in the realms of project management, you should start by providing a brief overview of the client's company, focusing on its industry, scale, and specific challenges. Follow with a detailed section on the challenge, emphasizing the unique aspects of the project and obstacles faced. Next, you might want to describe the solution implemented, detailing the strategies, methodologies, and tools used. Then, you would need to present the results, quantifying improvements and highlighting objectives achieved. Finally, please conclude the case study with a summary, encapsulating key takeaways and emphasizing the project's success and its implications for future endeavors. By following this structure, you can present a comprehensive yet concise analysis that is ideal for showcasing project management expertise and insights. You can also refer to the template for crafting a better case study on project management – Template for writing case studies .

By now, you must have gained a comprehensive knowledge of preparing a project management case study. This article elaborately explains the significance of real life project management case studies as vital tools for demonstrating a company's expertise in handling complex projects. These case studies, showcasing real-world scenarios, serve as compelling evidence of a firm's capability to navigate challenges and implement effective solutions, thereby boosting confidence in potential clients and partners. They are not only a reflection of past successes but also a lighthouse guiding future project endeavors in the discipline of project management within the fields of construction, pharmacy, technology and finance, highlighting the importance of strategic planning, innovation, and adaptability in project management. If you are aspiring to excel in this field, understanding these case studies is invaluable. However, you would also need to learn from project management failures case studies which would provide a roadmap to mastering the art of project management in today's dynamic business landscape.

Frequently Asked Questions (FAQs)

In order to write a project management case study, keep everything brief but mention everything in detail. Make sure to write it with clarity and include graphs and images. 

A project study must include information about the client, how your company helped the client in resolving a problem, and the results.

The best-case studies on project management have been listed above. It includes BTM Global, Butterfly, Boncom, and more.

Kevin D.Davis

Kevin D. Davis is a seasoned and results-driven Program/Project Management Professional with a Master's Certificate in Advanced Project Management. With expertise in leading multi-million dollar projects, strategic planning, and sales operations, Kevin excels in maximizing solutions and building business cases. He possesses a deep understanding of methodologies such as PMBOK, Lean Six Sigma, and TQM to achieve business/technology alignment. With over 100 instructional training sessions and extensive experience as a PMP Exam Prep Instructor at KnowledgeHut, Kevin has a proven track record in project management training and consulting. His expertise has helped in driving successful project outcomes and fostering organizational growth.

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Organizing Your Social Sciences Research Assignments

• Annotated Bibliography
• Analyzing a Scholarly Journal Article
• Group Presentations
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• Types of Structured Group Activities
• Group Project Survival Skills
• Leading a Class Discussion
• Multiple Book Review Essay
• Reviewing Collected Works
• Writing a Case Analysis Paper
• Writing a Case Study
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Reflective Paper
• Writing a Research Proposal
• Generative AI and Writing
• Acknowledgments

The goal of a research proposal is twofold: to present and justify the need to study a research problem and to present the practical ways in which the proposed study should be conducted. The design elements and procedures for conducting research are governed by standards of the predominant discipline in which the problem resides, therefore, the guidelines for research proposals are more exacting and less formal than a general project proposal. Research proposals contain extensive literature reviews. They must provide persuasive evidence that a need exists for the proposed study. In addition to providing a rationale, a proposal describes detailed methodology for conducting the research consistent with requirements of the professional or academic field and a statement on anticipated outcomes and benefits derived from the study's completion.

Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005.

How to Approach Writing a Research Proposal

Your professor may assign the task of writing a research proposal for the following reasons:

• Develop your skills in thinking about and designing a comprehensive research study;
• Learn how to conduct a comprehensive review of the literature to determine that the research problem has not been adequately addressed or has been answered ineffectively and, in so doing, become better at locating pertinent scholarship related to your topic;
• Improve your general research and writing skills;
• Practice identifying the logical steps that must be taken to accomplish one's research goals;
• Critically review, examine, and consider the use of different methods for gathering and analyzing data related to the research problem; and,
• Nurture a sense of inquisitiveness within yourself and to help see yourself as an active participant in the process of conducting scholarly research.

A proposal should contain all the key elements involved in designing a completed research study, with sufficient information that allows readers to assess the validity and usefulness of your proposed study. The only elements missing from a research proposal are the findings of the study and your analysis of those findings. Finally, an effective proposal is judged on the quality of your writing and, therefore, it is important that your proposal is coherent, clear, and compelling.

Regardless of the research problem you are investigating and the methodology you choose, all research proposals must address the following questions:

• What do you plan to accomplish? Be clear and succinct in defining the research problem and what it is you are proposing to investigate.
• Why do you want to do the research? In addition to detailing your research design, you also must conduct a thorough review of the literature and provide convincing evidence that it is a topic worthy of in-depth study. A successful research proposal must answer the "So What?" question.
• How are you going to conduct the research? Be sure that what you propose is doable. If you're having difficulty formulating a research problem to propose investigating, go here for strategies in developing a problem to study.

Common Mistakes to Avoid

• Failure to be concise . A research proposal must be focused and not be "all over the map" or diverge into unrelated tangents without a clear sense of purpose.
• Failure to cite landmark works in your literature review . Proposals should be grounded in foundational research that lays a foundation for understanding the development and scope of the the topic and its relevance.
• Failure to delimit the contextual scope of your research [e.g., time, place, people, etc.]. As with any research paper, your proposed study must inform the reader how and in what ways the study will frame the problem.
• Failure to develop a coherent and persuasive argument for the proposed research . This is critical. In many workplace settings, the research proposal is a formal document intended to argue for why a study should be funded.
• Sloppy or imprecise writing, or poor grammar . Although a research proposal does not represent a completed research study, there is still an expectation that it is well-written and follows the style and rules of good academic writing.
• Too much detail on minor issues, but not enough detail on major issues . Your proposal should focus on only a few key research questions in order to support the argument that the research needs to be conducted. Minor issues, even if valid, can be mentioned but they should not dominate the overall narrative.

Procter, Margaret. The Academic Proposal.  The Lab Report. University College Writing Centre. University of Toronto; Sanford, Keith. Information for Students: Writing a Research Proposal. Baylor University; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences, Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

Structure and Writing Style

Beginning the Proposal Process

As with writing most college-level academic papers, research proposals are generally organized the same way throughout most social science disciplines. The text of proposals generally vary in length between ten and thirty-five pages, followed by the list of references. However, before you begin, read the assignment carefully and, if anything seems unclear, ask your professor whether there are any specific requirements for organizing and writing the proposal.

A good place to begin is to ask yourself a series of questions:

• What do I want to study?
• Why is the topic important?
• How is it significant within the subject areas covered in my class?
• What problems will it help solve?
• How does it build upon [and hopefully go beyond] research already conducted on the topic?
• What exactly should I plan to do, and can I get it done in the time available?

In general, a compelling research proposal should document your knowledge of the topic and demonstrate your enthusiasm for conducting the study. Approach it with the intention of leaving your readers feeling like, "Wow, that's an exciting idea and I can’t wait to see how it turns out!"

Most proposals should include the following sections:

I.  Introduction

In the real world of higher education, a research proposal is most often written by scholars seeking grant funding for a research project or it's the first step in getting approval to write a doctoral dissertation. Even if this is just a course assignment, treat your introduction as the initial pitch of an idea based on a thorough examination of the significance of a research problem. After reading the introduction, your readers should not only have an understanding of what you want to do, but they should also be able to gain a sense of your passion for the topic and to be excited about the study's possible outcomes. Note that most proposals do not include an abstract [summary] before the introduction.

Think about your introduction as a narrative written in two to four paragraphs that succinctly answers the following four questions :

• What is the central research problem?
• What is the topic of study related to that research problem?
• What methods should be used to analyze the research problem?
• Answer the "So What?" question by explaining why this is important research, what is its significance, and why should someone reading the proposal care about the outcomes of the proposed study?

II.  Background and Significance

This is where you explain the scope and context of your proposal and describe in detail why it's important. It can be melded into your introduction or you can create a separate section to help with the organization and narrative flow of your proposal. Approach writing this section with the thought that you can’t assume your readers will know as much about the research problem as you do. Note that this section is not an essay going over everything you have learned about the topic; instead, you must choose what is most relevant in explaining the aims of your research.

To that end, while there are no prescribed rules for establishing the significance of your proposed study, you should attempt to address some or all of the following:

• State the research problem and give a more detailed explanation about the purpose of the study than what you stated in the introduction. This is particularly important if the problem is complex or multifaceted .
• Present the rationale of your proposed study and clearly indicate why it is worth doing; be sure to answer the "So What? question [i.e., why should anyone care?].
• Describe the major issues or problems examined by your research. This can be in the form of questions to be addressed. Be sure to note how your proposed study builds on previous assumptions about the research problem.
• Explain the methods you plan to use for conducting your research. Clearly identify the key sources you intend to use and explain how they will contribute to your analysis of the topic.
• Describe the boundaries of your proposed research in order to provide a clear focus. Where appropriate, state not only what you plan to study, but what aspects of the research problem will be excluded from the study.
• If necessary, provide definitions of key concepts, theories, or terms.

III.  Literature Review

Connected to the background and significance of your study is a section of your proposal devoted to a more deliberate review and synthesis of prior studies related to the research problem under investigation . The purpose here is to place your project within the larger whole of what is currently being explored, while at the same time, demonstrating to your readers that your work is original and innovative. Think about what questions other researchers have asked, what methodological approaches they have used, and what is your understanding of their findings and, when stated, their recommendations. Also pay attention to any suggestions for further research.

Since a literature review is information dense, it is crucial that this section is intelligently structured to enable a reader to grasp the key arguments underpinning your proposed study in relation to the arguments put forth by other researchers. A good strategy is to break the literature into "conceptual categories" [themes] rather than systematically or chronologically describing groups of materials one at a time. Note that conceptual categories generally reveal themselves after you have read most of the pertinent literature on your topic so adding new categories is an on-going process of discovery as you review more studies. How do you know you've covered the key conceptual categories underlying the research literature? Generally, you can have confidence that all of the significant conceptual categories have been identified if you start to see repetition in the conclusions or recommendations that are being made.

NOTE: Do not shy away from challenging the conclusions made in prior research as a basis for supporting the need for your proposal. Assess what you believe is missing and state how previous research has failed to adequately examine the issue that your study addresses. Highlighting the problematic conclusions strengthens your proposal. For more information on writing literature reviews, GO HERE .

To help frame your proposal's review of prior research, consider the "five C’s" of writing a literature review:

• Cite , so as to keep the primary focus on the literature pertinent to your research problem.
• Compare the various arguments, theories, methodologies, and findings expressed in the literature: what do the authors agree on? Who applies similar approaches to analyzing the research problem?
• Contrast the various arguments, themes, methodologies, approaches, and controversies expressed in the literature: describe what are the major areas of disagreement, controversy, or debate among scholars?
• Critique the literature: Which arguments are more persuasive, and why? Which approaches, findings, and methodologies seem most reliable, valid, or appropriate, and why? Pay attention to the verbs you use to describe what an author says/does [e.g., asserts, demonstrates, argues, etc.].
• Connect the literature to your own area of research and investigation: how does your own work draw upon, depart from, synthesize, or add a new perspective to what has been said in the literature?

IV.  Research Design and Methods

This section must be well-written and logically organized because you are not actually doing the research, yet, your reader must have confidence that you have a plan worth pursuing . The reader will never have a study outcome from which to evaluate whether your methodological choices were the correct ones. Thus, the objective here is to convince the reader that your overall research design and proposed methods of analysis will correctly address the problem and that the methods will provide the means to effectively interpret the potential results. Your design and methods should be unmistakably tied to the specific aims of your study.

Describe the overall research design by building upon and drawing examples from your review of the literature. Consider not only methods that other researchers have used, but methods of data gathering that have not been used but perhaps could be. Be specific about the methodological approaches you plan to undertake to obtain information, the techniques you would use to analyze the data, and the tests of external validity to which you commit yourself [i.e., the trustworthiness by which you can generalize from your study to other people, places, events, and/or periods of time].

When describing the methods you will use, be sure to cover the following:

• Specify the research process you will undertake and the way you will interpret the results obtained in relation to the research problem. Don't just describe what you intend to achieve from applying the methods you choose, but state how you will spend your time while applying these methods [e.g., coding text from interviews to find statements about the need to change school curriculum; running a regression to determine if there is a relationship between campaign advertising on social media sites and election outcomes in Europe ].
• Keep in mind that the methodology is not just a list of tasks; it is a deliberate argument as to why techniques for gathering information add up to the best way to investigate the research problem. This is an important point because the mere listing of tasks to be performed does not demonstrate that, collectively, they effectively address the research problem. Be sure you clearly explain this.
• Anticipate and acknowledge any potential barriers and pitfalls in carrying out your research design and explain how you plan to address them. No method applied to research in the social and behavioral sciences is perfect, so you need to describe where you believe challenges may exist in obtaining data or accessing information. It's always better to acknowledge this than to have it brought up by your professor!

V.  Preliminary Suppositions and Implications

Just because you don't have to actually conduct the study and analyze the results, doesn't mean you can skip talking about the analytical process and potential implications . The purpose of this section is to argue how and in what ways you believe your research will refine, revise, or extend existing knowledge in the subject area under investigation. Depending on the aims and objectives of your study, describe how the anticipated results will impact future scholarly research, theory, practice, forms of interventions, or policy making. Note that such discussions may have either substantive [a potential new policy], theoretical [a potential new understanding], or methodological [a potential new way of analyzing] significance.   When thinking about the potential implications of your study, ask the following questions:

• What might the results mean in regards to challenging the theoretical framework and underlying assumptions that support the study?
• What suggestions for subsequent research could arise from the potential outcomes of the study?
• What will the results mean to practitioners in the natural settings of their workplace, organization, or community?
• Will the results influence programs, methods, and/or forms of intervention?
• How might the results contribute to the solution of social, economic, or other types of problems?
• Will the results influence policy decisions?
• In what way do individuals or groups benefit should your study be pursued?
• What will be improved or changed as a result of the proposed research?
• How will the results of the study be implemented and what innovations or transformative insights could emerge from the process of implementation?

NOTE:   This section should not delve into idle speculation, opinion, or be formulated on the basis of unclear evidence . The purpose is to reflect upon gaps or understudied areas of the current literature and describe how your proposed research contributes to a new understanding of the research problem should the study be implemented as designed.

ANOTHER NOTE : This section is also where you describe any potential limitations to your proposed study. While it is impossible to highlight all potential limitations because the study has yet to be conducted, you still must tell the reader where and in what form impediments may arise and how you plan to address them.

VI.  Conclusion

The conclusion reiterates the importance or significance of your proposal and provides a brief summary of the entire study . This section should be only one or two paragraphs long, emphasizing why the research problem is worth investigating, why your research study is unique, and how it should advance existing knowledge.

Someone reading this section should come away with an understanding of:

• Why the study should be done;
• The specific purpose of the study and the research questions it attempts to answer;
• The decision for why the research design and methods used where chosen over other options;
• The potential implications emerging from your proposed study of the research problem; and
• A sense of how your study fits within the broader scholarship about the research problem.

VII.  Citations

As with any scholarly research paper, you must cite the sources you used . In a standard research proposal, this section can take two forms, so consult with your professor about which one is preferred.

• References -- a list of only the sources you actually used in creating your proposal.
• Bibliography -- a list of everything you used in creating your proposal, along with additional citations to any key sources relevant to understanding the research problem.

In either case, this section should testify to the fact that you did enough preparatory work to ensure the project will complement and not just duplicate the efforts of other researchers. It demonstrates to the reader that you have a thorough understanding of prior research on the topic.

Most proposal formats have you start a new page and use the heading "References" or "Bibliography" centered at the top of the page. Cited works should always use a standard format that follows the writing style advised by the discipline of your course [e.g., education=APA; history=Chicago] or that is preferred by your professor. This section normally does not count towards the total page length of your research proposal.

Develop a Research Proposal: Writing the Proposal. Office of Library Information Services. Baltimore County Public Schools; Heath, M. Teresa Pereira and Caroline Tynan. “Crafting a Research Proposal.” The Marketing Review 10 (Summer 2010): 147-168; Jones, Mark. “Writing a Research Proposal.” In MasterClass in Geography Education: Transforming Teaching and Learning . Graham Butt, editor. (New York: Bloomsbury Academic, 2015), pp. 113-127; Juni, Muhamad Hanafiah. “Writing a Research Proposal.” International Journal of Public Health and Clinical Sciences 1 (September/October 2014): 229-240; Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005; Procter, Margaret. The Academic Proposal. The Lab Report. University College Writing Centre. University of Toronto; Punch, Keith and Wayne McGowan. "Developing and Writing a Research Proposal." In From Postgraduate to Social Scientist: A Guide to Key Skills . Nigel Gilbert, ed. (Thousand Oaks, CA: Sage, 2006), 59-81; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences , Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

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How to Write a Research Proposal: (with Examples & Templates)

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Before conducting a study, a research proposal should be created that outlines researchers’ plans and methodology and is submitted to the concerned evaluating organization or person. Creating a research proposal is an important step to ensure that researchers are on track and are moving forward as intended. A research proposal can be defined as a detailed plan or blueprint for the proposed research that you intend to undertake. It provides readers with a snapshot of your project by describing what you will investigate, why it is needed, and how you will conduct the research.  

Your research proposal should aim to explain to the readers why your research is relevant and original, that you understand the context and current scenario in the field, have the appropriate resources to conduct the research, and that the research is feasible given the usual constraints.  

This article will describe in detail the purpose and typical structure of a research proposal , along with examples and templates to help you ace this step in your research journey.  

What is a Research Proposal ?  

A research proposal¹ ,²  can be defined as a formal report that describes your proposed research, its objectives, methodology, implications, and other important details. Research proposals are the framework of your research and are used to obtain approvals or grants to conduct the study from various committees or organizations. Consequently, research proposals should convince readers of your study’s credibility, accuracy, achievability, practicality, and reproducibility.   

With research proposals , researchers usually aim to persuade the readers, funding agencies, educational institutions, and supervisors to approve the proposal. To achieve this, the report should be well structured with the objectives written in clear, understandable language devoid of jargon. A well-organized research proposal conveys to the readers or evaluators that the writer has thought out the research plan meticulously and has the resources to ensure timely completion.  

Purpose of Research Proposals  

A research proposal is a sales pitch and therefore should be detailed enough to convince your readers, who could be supervisors, ethics committees, universities, etc., that what you’re proposing has merit and is feasible . Research proposals can help students discuss their dissertation with their faculty or fulfill course requirements and also help researchers obtain funding. A well-structured proposal instills confidence among readers about your ability to conduct and complete the study as proposed.  

Research proposals can be written for several reasons:³  

• To describe the importance of research in the specific topic  
• Address any potential challenges you may encounter  
• Showcase knowledge in the field and your ability to conduct a study  
• Apply for a role at a research institute  
• Convince a research supervisor or university that your research can satisfy the requirements of a degree program  
• Highlight the importance of your research to organizations that may sponsor your project  
• Identify implications of your project and how it can benefit the audience  

What Goes in a Research Proposal?    

Research proposals should aim to answer the three basic questions—what, why, and how.  

The What question should be answered by describing the specific subject being researched. It should typically include the objectives, the cohort details, and the location or setting.  

The Why question should be answered by describing the existing scenario of the subject, listing unanswered questions, identifying gaps in the existing research, and describing how your study can address these gaps, along with the implications and significance.  

The How question should be answered by describing the proposed research methodology, data analysis tools expected to be used, and other details to describe your proposed methodology.   

Research Proposal Example  

Here is a research proposal sample template (with examples) from the University of Rochester Medical Center. 4 The sections in all research proposals are essentially the same although different terminology and other specific sections may be used depending on the subject.  

Structure of a Research Proposal  

If you want to know how to make a research proposal impactful, include the following components:¹  

1. Introduction  

This section provides a background of the study, including the research topic, what is already known about it and the gaps, and the significance of the proposed research.  

2. Literature review  

This section contains descriptions of all the previous relevant studies pertaining to the research topic. Every study cited should be described in a few sentences, starting with the general studies to the more specific ones. This section builds on the understanding gained by readers in the Introduction section and supports it by citing relevant prior literature, indicating to readers that you have thoroughly researched your subject.  

3. Objectives  

Once the background and gaps in the research topic have been established, authors must now state the aims of the research clearly. Hypotheses should be mentioned here. This section further helps readers understand what your study’s specific goals are.  

4. Research design and methodology  

Here, authors should clearly describe the methods they intend to use to achieve their proposed objectives. Important components of this section include the population and sample size, data collection and analysis methods and duration, statistical analysis software, measures to avoid bias (randomization, blinding), etc.  

5. Ethical considerations  

This refers to the protection of participants’ rights, such as the right to privacy, right to confidentiality, etc. Researchers need to obtain informed consent and institutional review approval by the required authorities and mention this clearly for transparency.  

6. Budget/funding  

Researchers should prepare their budget and include all expected expenditures. An additional allowance for contingencies such as delays should also be factored in.  

7. Appendices  

This section typically includes information that supports the research proposal and may include informed consent forms, questionnaires, participant information, measurement tools, etc.  

8. Citations  

Important Tips for Writing a Research Proposal  

Writing a research proposal begins much before the actual task of writing. Planning the research proposal structure and content is an important stage, which if done efficiently, can help you seamlessly transition into the writing stage. 3,5  

The Planning Stage  

• Manage your time efficiently. Plan to have the draft version ready at least two weeks before your deadline and the final version at least two to three days before the deadline.
• What is the primary objective of your research?  
• Will your research address any existing gap?  
• What is the impact of your proposed research?  
• Do people outside your field find your research applicable in other areas?  
• If your research is unsuccessful, would there still be other useful research outcomes?  

  The Writing Stage  

• Create an outline with main section headings that are typically used.  
• Focus only on writing and getting your points across without worrying about the format of the research proposal , grammar, punctuation, etc. These can be fixed during the subsequent passes. Add details to each section heading you created in the beginning.   
• Ensure your sentences are concise and use plain language. A research proposal usually contains about 2,000 to 4,000 words or four to seven pages.  
• Don’t use too many technical terms and abbreviations assuming that the readers would know them. Define the abbreviations and technical terms.  
• Ensure that the entire content is readable. Avoid using long paragraphs because they affect the continuity in reading. Break them into shorter paragraphs and introduce some white space for readability.  
• Focus on only the major research issues and cite sources accordingly. Don’t include generic information or their sources in the literature review.  
• Proofread your final document to ensure there are no grammatical errors so readers can enjoy a seamless, uninterrupted read.  
• Use academic, scholarly language because it brings formality into a document.  
• Ensure that your title is created using the keywords in the document and is neither too long and specific nor too short and general.  
• Cite all sources appropriately to avoid plagiarism.  
• Make sure that you follow guidelines, if provided. This includes rules as simple as using a specific font or a hyphen or en dash between numerical ranges.  
• Ensure that you’ve answered all questions requested by the evaluating authority.  

Key Takeaways   

Here’s a summary of the main points about research proposals discussed in the previous sections:  

• A research proposal is a document that outlines the details of a proposed study and is created by researchers to submit to evaluators who could be research institutions, universities, faculty, etc.  
• Research proposals are usually about 2,000-4,000 words long, but this depends on the evaluating authority’s guidelines.  
• A good research proposal ensures that you’ve done your background research and assessed the feasibility of the research.  
• Research proposals have the following main sections—introduction, literature review, objectives, methodology, ethical considerations, and budget.  

Frequently Asked Questions  

Q1. How is a research proposal evaluated?  

A1. In general, most evaluators, including universities, broadly use the following criteria to evaluate research proposals . 6  

• Significance —Does the research address any important subject or issue, which may or may not be specific to the evaluator or university?  
• Content and design —Is the proposed methodology appropriate to answer the research question? Are the objectives clear and well aligned with the proposed methodology?  
• Sample size and selection —Is the target population or cohort size clearly mentioned? Is the sampling process used to select participants randomized, appropriate, and free of bias?  
• Timing —Are the proposed data collection dates mentioned clearly? Is the project feasible given the specified resources and timeline?  
• Data management and dissemination —Who will have access to the data? What is the plan for data analysis?  

Q2. What is the difference between the Introduction and Literature Review sections in a research proposal ?  

A2. The Introduction or Background section in a research proposal sets the context of the study by describing the current scenario of the subject and identifying the gaps and need for the research. A Literature Review, on the other hand, provides references to all prior relevant literature to help corroborate the gaps identified and the research need.  

Q3. How long should a research proposal be?  

A3. Research proposal lengths vary with the evaluating authority like universities or committees and also the subject. Here’s a table that lists the typical research proposal lengths for a few universities.  

Q4. What are the common mistakes to avoid in a research proposal ?  

A4. Here are a few common mistakes that you must avoid while writing a research proposal . 7  

• No clear objectives: Objectives should be clear, specific, and measurable for the easy understanding among readers.  
• Incomplete or unconvincing background research: Background research usually includes a review of the current scenario of the particular industry and also a review of the previous literature on the subject. This helps readers understand your reasons for undertaking this research because you identified gaps in the existing research.  
• Overlooking project feasibility: The project scope and estimates should be realistic considering the resources and time available.   
• Neglecting the impact and significance of the study: In a research proposal , readers and evaluators look for the implications or significance of your research and how it contributes to the existing research. This information should always be included.  
• Unstructured format of a research proposal : A well-structured document gives confidence to evaluators that you have read the guidelines carefully and are well organized in your approach, consequently affirming that you will be able to undertake the research as mentioned in your proposal.  
• Ineffective writing style: The language used should be formal and grammatically correct. If required, editors could be consulted, including AI-based tools such as Paperpal , to refine the research proposal structure and language.  

Thus, a research proposal is an essential document that can help you promote your research and secure funds and grants for conducting your research. Consequently, it should be well written in clear language and include all essential details to convince the evaluators of your ability to conduct the research as proposed.  

This article has described all the important components of a research proposal and has also provided tips to improve your writing style. We hope all these tips will help you write a well-structured research proposal to ensure receipt of grants or any other purpose.  

References  

• Sudheesh K, Duggappa DR, Nethra SS. How to write a research proposal? Indian J Anaesth. 2016;60(9):631-634. Accessed July 15, 2024. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5037942/  
• Writing research proposals. Harvard College Office of Undergraduate Research and Fellowships. Harvard University. Accessed July 14, 2024. https://uraf.harvard.edu/apply-opportunities/app-components/essays/research-proposals  
• What is a research proposal? Plus how to write one. Indeed website. Accessed July 17, 2024. https://www.indeed.com/career-advice/career-development/research-proposal  
• Research proposal template. University of Rochester Medical Center. Accessed July 16, 2024. https://www.urmc.rochester.edu/MediaLibraries/URMCMedia/pediatrics/research/documents/Research-proposal-Template.pdf  
• Tips for successful proposal writing. Johns Hopkins University. Accessed July 17, 2024. https://research.jhu.edu/wp-content/uploads/2018/09/Tips-for-Successful-Proposal-Writing.pdf  
• Formal review of research proposals. Cornell University. Accessed July 18, 2024. https://irp.dpb.cornell.edu/surveys/survey-assessment-review-group/research-proposals  
• 7 Mistakes you must avoid in your research proposal. Aveksana (via LinkedIn). Accessed July 17, 2024. https://www.linkedin.com/pulse/7-mistakes-you-must-avoid-your-research-proposal-aveksana-cmtwf/  

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Case Study + Project Proposal

Hello, I have a case study presentation that is to be framed as a project proposal. Given a project proposal is typically written on paper, how do I combine the elements of the two gracefully? Thanks!

There are mixed approaches for proposals. While MBB provides proposals in pptx form, some boutique consulting companies write in docx form. I suggest you check with the company whether they require pptx or docx, and then you can google to find some samples. If you are stuck, you can PM me and I can provide you with a high-level structure.

Hi Anonymous,

project proposals are normally prepared with slides in consulting, thus unless otherwise requested you can structure slides including the elements of the proposal. A structure based on slides should allow to both present and discuss the proposal.

A typical proposal includes the following areas:

• Industry overview
• Client situation
• Opportunity offered by the company to solve the problem
• Project details (timeline, deliverables)
• Success stories
• Team profile
• Final remarks

Nort sure if I completely understand the question. The project proposal is usually a set of slides. If it's a written case study - you can draw the slides on paper. It's it's a take-home exercise, you can do the slides.

Hi Vlad, basically, I was provided a case study with a basic data appendix and was asked to 1) present the case to the interviewer as if they were the client and 2) discuss a project proposal for the client with the interviewer. So it seems to me it is both, and I must combine them in a single presentation.

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Negotiating for Lower Drug Prices Works, Saves Billions

Biden-Harris Administration delivers on promise to lower prescription drug costs for Americans

In a historic moment that will help lower prescription drug prices for millions of people across America, the Biden-Harris Administration announced that it has reached agreements for new, lower prices for all 10 drugs selected for negotiations. These negotiated drugs are some of the most expensive and most frequently dispensed drugs in the Medicare program and are used to treat conditions such as heart disease, diabetes, and cancer. The new prices will go into effect for people with Medicare Part D prescription drug coverage beginning January 1, 2026. 

If the new prices had been in effect last year, Medicare would have saved an estimated $6 billion, or approximately 22 percent, across the 10 selected drugs. These negotiated prices range from 38 to 79 percent discounts off of list prices. About nine million people with Medicare use at least one of the 10 drugs selected for negotiation. People with Medicare prescription drug coverage are expected to see aggregated estimated savings of $1.5 billion in their personal out-of-pocket costs in 2026. For more detailed information about the negotiated prices please see the Centers for Medicare & Medicaid Services (CMS) Negotiated Prices Fact Sheet .  

“Americans pay too much for their prescription drugs. That makes today’s announcement historic. For the first time ever, Medicare negotiated directly with drug companies and the American people are better off for it,” said U.S. Department of Health and Human Services (HHS) Secretary Xavier Becerra. “Congressional budget estimators (Congressional Budget Office) predicted about $100 billion savings over 10 years from drug negotiations, and a $3.7 billion savings in the first year alone. Today we’re announcing that in our first year of negotiations we are saving Medicare an estimated $6 billion and Americans who pay out of pocket will be saving another $1.5 billion moving forward. Empowering Medicare to negotiate prices not only strengthens the program for generations to come, but also puts a check on skyrocketing drug prices.”

“CMS is proud to have negotiated drug prices for people with Medicare for the first time. These negotiations will not only lower the prices of critically important medications for cancer, diabetes, heart failure, and more, but will also save billions of dollars,” said CMS Administrator Chiquita Brooks-LaSure. “Medicare drug price negotiation and the lower prices announced today demonstrate the commitment of CMS and the Biden-Harris Administration to lower health care and prescription drug costs for Americans. We made a promise to the American people, and today, we are thrilled to share that we have fulfilled that promise.”

As a hypothetical example, a senior with Medicare who takes Stelara pays a 25% coinsurance on the drug which may amount to about $3,400 today for a 30-day supply. When the negotiated price goes into effect in 2026, that same 25% coinsurance would cost the beneficiary about $1,100 before the person reaches the catastrophic cap, after which the beneficiary will pay no more out of pocket on their prescription drugs. A beneficiary’s actual costs will depend on their plan’s benefit design.

In August 2023, HHS announced the first 10 drugs covered under Medicare Part D selected for the first cycle of negotiations.

The selected drugs accounted for $56.2 billion in total Medicare spending, or about 20 percent of total Part D gross spending in 2023. Overall, total Part D gross spending for the 10 selected drugs more than doubled from 2018 to 2022, from about $20 billion to about $46 billion, an increase of 134 percent. Medicare enrollees paid a total of $3.4 billion in out-of-pocket costs in 2022 for these drugs.

“CMS negotiated in good faith on behalf of the millions of people who rely on these 10 drugs for their health and well-being. The new negotiated prices will bring much needed financial relief, affordability, and access,” said Meena Seshamani, MD, PhD, CMS Deputy Administrator and Director of the Center for Medicare. “Throughout the process, we remained true to our commitment to be thoughtful and transparent, meeting publicly with patients, providers, health plans, pharmacies, drug companies and others to help inform the process. We will continue to do so for future cycles. Our team is actively working on the next cycle of negotiations where we will combine what we have learned from this first cycle and apply it in negotiating prices for the next round of up to 15 selected drugs.”

The Office of the Assistant Secretary for Planning and Evaluation (ASPE) also released new data today detailing historic pricing trends of the 10 drugs selected for the first cycle of the negotiation program. The report finds that from 2018 to 2023, list prices increased as much as 55 percent.

CMS will select up to 15 more drugs covered under Part D for negotiation for 2027 by February 1, 2025. CMS will select up to 15 more drugs covered by Part B or Part D for 2028, and up to 20 more Part B or Part D drugs for each year after that, as required by the Inflation Reduction Act.

In addition to these newly negotiated prices, people with Medicare are already experiencing lower drug costs thanks to the Inflation Reduction Act. And, next year, all Medicare Part D enrollees will benefit from a $2,000 out-of-pocket cap on their prescription drug costs, further making prescription drugs more affordable for seniors and people with disabilities.

View the CMS Negotiated Prices Fact Sheet at https://www.cms.gov/files/document/fact-sheet-negotiated-prices-initial-price-applicability-year-2026.pdf

View the Historic Trends Fact Sheet from the Office of the Assistant Secretary for Planning and Evaluation (ASPE) at https://aspe.hhs.gov/reports/medicare-drug-price-negotiation-program-comparing-drug-price

View a CMS Plain Language infographic at https://www.cms.gov/files/document/infographic-negotiated-prices-maximum-fair-prices.pdf

For more information about the Inflation Reduction Act, including plain language materials, please visit LowerDrugCosts.gov .  For more information available in Spanish, please visit MedicamentosBajoPrecio.gov .

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Commemorating the 2nd anniversary of the biden-harris lower cost prescription drug law, biden-harris administration releases final part two guidance to help people with medicare prescription drug coverage manage prescription drug costs, hhs announces cost savings for 64 prescription drugs thanks to the medicare rebate program established by the biden-harris administration’s lower cost prescription drug law, media inquiries.

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Synergizing bim and value engineering in the construction of residential projects: a novel integration framework.

1. Introduction

2. literature review, 3. research methodology, 3.1. preparation module, 3.2. 5d bim model development module, 3.3. value engineering module.

• Pre-Workshop Stage

3.4. Integration of 5D BIM Model and VE Module

4. framework implementation, 4.1. value engineering module, 4.2. information phase, 4.3. function analysis phase, 4.4. creative phase, 4.5. evaluation phase, 4.6. integration of 5d bim model and ve module, 5. discussion, 6. conclusions, author contributions, data availability statement, acknowledgments, conflicts of interest.

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Share and Cite

Gouda Mohamed, A.; Alqahtani, F.K.; Ismail, E.R.; Nabawy, M. Synergizing BIM and Value Engineering in the Construction of Residential Projects: A Novel Integration Framework. Buildings 2024 , 14 , 2515. https://doi.org/10.3390/buildings14082515

Gouda Mohamed A, Alqahtani FK, Ismail ER, Nabawy M. Synergizing BIM and Value Engineering in the Construction of Residential Projects: A Novel Integration Framework. Buildings . 2024; 14(8):2515. https://doi.org/10.3390/buildings14082515

Gouda Mohamed, Ahmed, Fahad K. Alqahtani, Elhassan Reda Ismail, and Mohamed Nabawy. 2024. "Synergizing BIM and Value Engineering in the Construction of Residential Projects: A Novel Integration Framework" Buildings 14, no. 8: 2515. https://doi.org/10.3390/buildings14082515

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