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A management case study contains a description of real-life management issues and proposed solutions. Students, practitioners and professionals write case studies to thinking critically about issues, and devise and implement remedies for challenging management situations. A case study generally contains facts, theories, assumptions, analysis, and prioritized solutions. The following are the steps for writing a management case study.

Method 1
Method 1 of 5:

Identify the Objective, Method and Facts

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  1. You may be writing a case study to fulfill an academic requirement or to help solve problems in real-life situations. An academic assignment typically will come with a specific objective and instructions, whereas a professional assignment might require you to define the objective. [1]
  2. [2]
    • Choose an analytical approach to increase awareness. In the preliminary stages of solving management problems, an analytical case study might best meet the goal of alerting upper management to core facts and issues. An analytical case study primarily focuses on what has occurred and why.
    • Select a problem-solving approach to pinpoint and solve major issues. If the goal is to make solution recommendations, write a problem-solving case study that clearly outlines problems and solutions.
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  3. Examine the facts, dynamics, communications and all relevant aspects of the particular situation. Research might involve interviewing people in an organization, reviewing written documents or looking up relevant statistics.
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Method 2
Method 2 of 5:

Set the Scope for Readers

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  1. The goal may be to understand the challenges of an organization or to solve interdepartmental conflicts.
  2. Certain facts or challenges may be common in the particular industry. For example, software bugs may be a common problem in the technology industry, requiring extensive product testing and quality control teams. Explain relevant factors to readers.
  3. Case studies for academic programs typically require reference to theories and information presented in class. Refer to these theories and explain their relevance to solving the real-life issues in the case. For example, a theory may be that training employees in too large a group leads to less individualized attention and inadequate skills mastery.
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Method 3
Method 3 of 5:

Focus on Issues and Solutions

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  1. If many issues exist, focus on the most important ones. Some issues may be caused by underlying problems. For example, conflicts between team members may be due to unclear workplace policies or employee responsibilities.
  2. List the most effective solutions first and explain how they will solve core issues.
    • Address the challenges that might accompany suggested solutions. For example, cross-cultural conflicts in an organization might require additional training for managers, which may require funds or an extensive search for topic experts.
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Method 4
Method 4 of 5:

Provide a Clear Conclusion

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  1. Emphasize the most effective recommendations. [3]
  2. Explain in a few sentences how these theories support your conclusions.
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Method 5
Method 5 of 5:

Cite References

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  1. Cite sources for all statistics, definitions, facts and other research.
  2. Check with your professor or manager, and/or review prior case studies in your workplace to identify the required citation format.
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  • Question
    Do you have any other tips for writing a management case study?
    Pete Canalichio
    Brand Strategist & Licensing Expert
    Pete Canalichio is a Brand Strategist, Licensing Expert, and Founder of BrandAlive. With nearly 30 years of experience at companies such as Coca-Cola and Newell Brands, he specializes in helping brands find the most authentic parts of their story to build a brand strategy. Pete holds an MBA from the University of North Carolina at Chapel Hill and a BS in Physics from the United States Naval Academy. In 2006, he won an MVP Award from Newell Brands for his contributions to their Global Licensing department. He’s also penned the award-winning book, Expand, Grow, Thrive.
    Brand Strategist & Licensing Expert
    Expert Answer
    You can also apply the STAR acronym when writing a management case study. Begin with the Situation. That means including all the background and context that might be helpful in understanding what was happening before and during the case and who the key players were. Then describe the Task, describing what specific problem or objective the person or team was given. The next section describes in detail the Actions taken, which are everything that the key person and supporting parties did. Then you state your Results: what was achieved as a result of the actions. You can also optionally add a noteworthy comment to point out what is important or of long-lasting significance about your results, which will add value to your case study.
  • Question
    I need an example of managerial skill in a project assignment. What is a good one?
    Community Answer
    Planning -- List out steps needed for the assignment, include your own tasks and those of others, and show what tasks depend on what other tasks. Show who needs to complete the tasks that are not yours, show due dates for tasks, and negotiate these with others involved.
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      About This Article

      Article Summary X

      To write a management case study, first give a clear industry overview of the problem and explain theories and current knowledge. Next, pinpoint all the important issues and identify any underlying problems. For example, conflicts between team members might stem from unclear workplace policies. Finally, generate effective solutions and explain why they will work. Wrap it up with a conclusion that summarizes the problems and solutions you discussed. Read on for more details on how to conduct research for a management case study and cite your sources.

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