case study questionnaire example

How to Write a Case Study in Research? (with Examples) 

how to write a case study

A case study is a powerful tool in research and education, offering deep insights into complex phenomena through the lens of a single subject or group. Case studies zoom in to the details of a specific situation, examining context, history, and behavior to reveal certain patterns and highlight practical applications of theories.   

A case study in research can be used when:  

  • atypical or abnormal behavior or development is observed,  
  • an unexplained outcome to treatment is found, or  
  • an emerging disease or condition occurs.  

Thus, case studies enable researchers and practitioners to analyze specific instances, identify trends, and obtain learnings that can inform broader decision-making and problem-solving. In this post, you will learn all about case studies, including how to conduct a case study , limitations and benefits of a case study , and case study methods .  

What is a Case Study ?   

Case study definition : A case study is an in-depth or intensive study of a person, group, or event. Case studies involve deep analyses of an individual or group to identify patterns and are used across fields such as psychology and medicine to draw broad conclusions. They are descriptive studies based on qualitative data such as observations, interviews, questionnaires, clinical notes.  

Here are some historically significant case study examples:  

The curious case of Phineas Gage: This is arguably the most cited case study in psychology, which sheds light on how different areas of the brain affect personality and cognition. While working as a construction foreman on a railroad, Phineas Gage was involved in an accident in which a rod impaled his brain. Gage survived the physical trauma, but his personality and his ability to learn new skills were altered. This case report was crucial to research on brain function, memory, and personality.  

Anna O and the talking cure : Anna O (pseudonym) was a German woman who was one of the first patients to undergo psychoanalysis. Her case inspired many of the theories of Freud and other prominent psychologists of the time to mitigate the symptoms of depression through “talk therapy.” This case study is still cited as a reason psychologists believe that psychotherapy, or talk therapy, can be helpful to many patients.  

When to Do a Case Study ?  

The case study design may be chosen by a researcher in the following situations:  

Need for deep understanding: When you require detailed insights about a specific situation, and you want to understand complex relationships and processes.  

Resource constraints: When you have limited time and finances available for research and/or limited access to large sample sizes.  

Research context: Certain real-world phenomena need to be studied in their natural context, especially when you cannot control variables.  

Accordingly, the types of research questions best suited for a case study are exploratory (e.g., when investigating a new or poorly understood phenomenon, emerging conditions, adverse reactions to treatments, new methods of treatment) or involve unique situations (e.g., rare or exceptional cases, atypical behavior, breakthrough events). See Table 1 for developing a case study from a research question.  

The case study design might be for a single case study, such as for unique cases or when studying a representative or typical case, or multiple case studies (a case series, comparative analysis, or to identify patterns across different contexts). Note that a case study is not recommended if you require statistical generalization or broad population-level insights.  

case study questionnaire example

How Long Should a Case Study Be?  

Case studies are structured very differently from research articles (see “ How to write a case study in Research ” below and the case study template in Figure 1). However, as a general guideline, note that case studies might range from 500 to 1,500 words. The word count would depend on factors such as the target journal’s specifications, case type, and study discipline. Case reports also have a limit on the number of references to be cited. Remember, you must always check the target journal for word and reference limits before submission.  

How to Write a Case Study in Research  

Let’s delve into how to conduct a case study and write one. First, you need to understand how to create a case study .

Before writing

  • On the basis of your research problem and research question , select the case that you want to study. 
  • Perform an in-depth literature review to develop a relevant theoretical framework, wherein you aim to demonstrate, expand upon, or challenge an existing theory in your field. 
  • Collect the data, which will typically be qualitative in nature. Data collection, therefore, will be collected by direct observations , interviews , or analysis of primary and secondary sources of information. Be as thorough as you can at this step.
  • Analyze the case, highlighting key facts and problems, identify key problems and their causes and impacts, and explore potential solutions.

Drafting and writing your case study

The structure of the case report may vary—some follow the format of scientific papers, while others adopt a narrative style for a deeper exploration.  

  • State the key problem and present a concise thesis under an “Introduction” or “Background” section. Provide background, facts, and evidence of research.
  • Describe the specific case, group, or event.
  • 3. Provide specific solutions, suggest strategies for implementing the solution and, if needed, additional
  • Discuss the case, including the strengths and limitations of the study. Summarize the outcome of your analysis and highlight specific strategies for implementing the proposed solution. 

When describing and analyzing a case, be sure to include contextual details, link findings to existing literature and theory, and discuss broader implications. For medical case reports, follow the CARE guidelines (EQUATOR) to ensure completeness and transparency. Please also refer to the CARE Checklist of information to include when writing a case report. Finally, check the target journal requirements for word count and formatting guidelines. See Figure 1 for a case study template .  

Figure 1. Case study template

Figure 1. Case study template

Table 1. From research question to case study : Some fictional examples  

Real case study examples (published):  

  • Baker et al. (2024) Enhanced family-based treatment for an adolescent with binge-eating disorder: A case report. Cognitive and Behavioral Practice . 31(2), 272–282.  
  • da Silva et al. (2024) Impacts of oil palm monocultures on freshwater ecosystems in the Amazon: a case study of dragonflies and damselflies (Insecta: Odonata). Aquatic Science 87, 1.   
  • Sakamoto et al. (2024) Online gaming reduces psychological distress in a patient with schizophrenia: A case report. PCN Reports. 3(3), e70015.  

case study questionnaire example

What Are the Benefits of a Case Study ?  

On the topic of the case study , a quote by Ivy Mckenzie comes to mind: “The physician is concerned [unlike the naturalist]…with a single organism, the human subject, striving to preserve its identity in adverse circumstances .”   

A physician’s meticulous documentation of an unusual or rare condition might not only help the patient but also revolutionize current understanding of the disorder and lead to a revision of treatment protocols. In fact, clinicians and psychologists are often encouraged to publish more case studies documenting the methods they use.  

Let’s look at some more benefits of a case study :   

  • They can be published quickly.  
  • They are suitable under situations of time and budget crunches.  
  • They are appropriate to study phenomena in their natural context  
  • They allow detailed investigation into situations that would otherwise be impractical to perform using another study design.  
  • They are sometimes used in therapy to guide the best course of treatment.   

What Are the Limitations of a Case Study ?  

Case studies provide critical information and galvanize further research; however, there are some caveats. The following are the limitations of a case study :  

  • A case study is not definitive proof of a theory and cannot demonstrate cause and effect.  
  • Case studies with insufficient or incorrect information or based on a flawed premise can harm future research.  
  • Ethical issues may arise if the reported patients have not provided consent for publication of their case or are not treated with dignity and respect.  
  • If a patient declines to provide consent, the case report cannot be written or published.  
  • A case study cannot necessarily be generalized to the larger population.  
  • A case study might be impossible or difficult to replicate.  
  • Case reports can lead to bias.  

Key Takeaways  

  • A case study in research is an in-depth or intensive study of a person, group, or event using qualitative data. It is used to examine complex phenomena through detailed analysis of specific instances. Case studies are particularly valuable in psychology, medicine, and other fields for drawing broader conclusions  
  • Case study methods involve data collection through direct observations, interviews, and analyses of primary and secondary sources.  
  • Case reports are typically 500–1,500 words long. You may develop single case studies (for unique cases) or multiple case studies (case series, for comparative analysis). Where applicable, be sure to follow specific guidelines (e.g., CARE guidelines for medical cases).  
  • A case study design is best used when deep understanding is needed, time and resources are limited, and the natural context must be preserved. It is suited to studying exploratory research questions, unique situations, emerging conditions, and atypical behavior.  
  • Writing case studies involves the following steps:  
  • Pre-writing phase:

   – Select appropriate case based on research problem  

  – Conduct literature review  

   – Collect thorough qualitative data  

   – Analyze case to identify key problems  

  • Writing phase:

  – State key problem and thesis in introduction  

   – Describe specific case/event  

   – Provide solutions and implementation strategies  

  – Discuss strengths and limitations  

   – Link findings to existing literature  

  • The advantages of case studies are that they permit quick writing and publication, are cost-effective, are suitable for natural context study, and are extremely valuable for rare or unusual cases. The limitations of case studies, however, are that they cannot prove cause and effect, may not be generalizable, are difficult to replicate, are prone to bias, and require patient consent in medical cases.  

case study questionnaire example

Frequently Asked Questions  

What is a case study in research, why are case studies important in research, what are the key components of a case study, what is the difference between case studies and case series.

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Research Method

Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

Case Study Research

A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

  • Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
  • Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
  • Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
  • Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
  • Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
  • Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
  • Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

  • The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
  • The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
  • The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
  • The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
  • The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

  • Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
  • Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
  • Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
  • Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

  • In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
  • Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
  • Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
  • Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
  • Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
  • Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

  • Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
  • Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
  • Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
  • Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
  • Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
  • Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

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VIDEO

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  2. How to Write a Case Study in Research? (with Examples)

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