# Case Study Brief

Plan a credible case study covering consent, starting context, challenge, intervention, evidence, results, attribution, and meaningful limitations.

## Usage note

Use this brief before interviews and data collection, not after a promotional narrative has already been approved. Obtain permission for names, quotations, logos, metrics, and confidential details through the appropriate process. A case study describes a bounded experience; it does not prove that every customer will obtain the same result or that one intervention caused every observed change.

## How to use this template

1. Confirm the case's reader value, participant consent, disclosure needs, and permitted identifiers.
2. Capture the starting context, baseline, objective, constraints, and measurement method.
3. Build a dated sequence of actions, owners, adaptations, and external influences.
4. Verify every result, quotation, and causal implication with evidence and named reviewers.
5. Complete participant and editorial approval, then assign future update or withdrawal ownership.

## Blank template

### Scope and permission

- **Working title:** [Describe the outcome without guaranteeing it]
- **Subject organization or approved label:** [Name or anonymized description]
- **Primary reader:** [Who can learn from the case]
- **Participation contact:** [Authorized reviewer]
- **Consent covers:** [Name, logo, quotes, data, screenshots, links]
- **Material relationship:** [Customer, payment, discount, partner, or other]
- **Review rights and deadline:** [Facts, quotations, full draft, or other]

### Context, action, and evidence

- **Starting challenge:** [Observable condition]
- **Baseline:** [Value, method, source, and period]
- **Objective:** [Defined target or decision]
- **Constraints:** [Budget, timing, systems, policy, or people]
- **Intervention:** [Actions, owners, and sequence]
- **Other influences:** [Concurrent changes]
- **Result:** [Value or qualified observation]
- **Result source:** [Record, calculation, or approved interview]
- **Limitation:** [What cannot be concluded]

### Publication checks

- [ ] Consent covers every identifier and asset used.
- [ ] The baseline and result use compatible definitions and periods.
- [ ] Quotations match the speaker's meaning and approved attribution.
- [ ] Measured, estimated, and perceived outcomes are labeled.
- [ ] Customer work and external factors are not erased.
- [ ] The story avoids unsupported universal or causal claims.
- [ ] Material incentives and relationships are disclosed.
- [ ] Final approval and future withdrawal contact are documented.