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Case Method









Usually, case studies:

-are written in third person and in pass tense, in a fluent, dynamic, attractive and, at the same time, credible manner (they describe real situations);

-should be not too long, allowing their analysis and discussion in the classroom;

-include some characters or protagonists, people playing different roles;

-are set on the timeline; dates are useful for a better follow-up of the case’s sequence;

-are written in a descriptive manner, presenting facts and avoiding authors’ judgements;

-have to include, at the end, one or more question marks to motivate the discussion, making clear what the students have to do and what decisions have to be made;

-tell the undergraduate students the problems to be analyzed and resolved; in postgraduate courses (such as MBA programs) the problems are not told explicitly, but the students have to find them, as in real business life;

-should be approved by the company; ask for its permission.

As an appendix, the teaching notes are obligatory, including a synthesis of the case, appropriate topics for discussion, activities to be carried out by the students, time breakdown, suggestions for the facilitator (theories to take into account, techniques or models to be used, etc.), even an epilogue. If possible, the blackboard plan could be added.

So, first identify your teaching objectives and then write the script to be followed in the writing process.



  • World Association for Case Method Research and Application (WACRA), Needham, Massachusetts, USA, http://www.wacra.com


Some of my own references

-The attachment to a social purpose as leverage for change: the case of the first Certified B Corp in Spain.  Referred Electronic Conference Proceedings of Sinergie-Sima Management Conference, 2020, Vol. FP-II, pp. 369-382.

-The Largest European Blackberry Producer: A Research Case Study on Entrepreneurship and Family Business. International Journal of Family Business Practices, Vol. 1, 1, 2018, pp. 17-35.

-Authentrex: Technology Meets Tourism in an Entrepreneurial Venture. Journal of Hospitality and Tourism Cases, Vol. 1, nº 1, 2011, pp. 59-74.

-The case of GIVSA. Application of the Balanced Scorecard to a local publicly owned company. International Journal of Case Method Research & Application. Vol. XVIII, 3, 2006, pp. 258-272.

-Understanding Information Technology Adoption in Organizations. Paper presented at the 20 International Conference of WACRA. Bordeaux (Framce), 29 June-2 July 2003. In: Interactive Innovative Teaching & Training. Case Method & Other Techniques. Hans E. Klein (Ed.), Massachusetts, USA, 2003, pp. 287-300.

-CORA, Europe's largest strawberry producer. In: Creative Teaching, ACT 5. Hans E. Klein (Ed.), Massachusetts, USA, 2002, pp.149-166.

-The Case of Spanish Cooperative Societies in the Olive Oil Market: Basis for a New Competitive Strategy. In: Creative Teaching, ACT 4. Hans E. Klein (Ed.), Massachusetts, USA, 2001, pp.141-155.


Universidad de Huelva - Unidad para la Calidad de las Universidades Andaluzas - 2005