Case Studies

What are case studies?

Case studies are stories or scenarios, often in narrative form, created and used as a tool for analysis and discussion. They have long been used in higher education, particularly in business and law. Hatcher et al. (2018, pp. 274-5) write:

Case studies, at their core, are metaphors for larger, more general classes of administrative problems. When presented to a class, they are narratives allow students to envision themselves in the role of the protagonist and experience the application of theory to practice by struggling with and attempting to solve the problem or issue that the protagonist faces.... Out of the metaphor students can derive a series of “lessons learned” that they can apply or transfer to other, more general issues that may arise in their professional careers.

They further note (p. 276) that "[a] good case is one that achieves its learning objectives by means of a story and a critical analysis of the situation".

Cases are often based on actual events, which adds a sense of urgency or reality. Case studies have elements of simulations, although for case studies the students tend to be observers rather than participants.

Why use case studies?

Case studies are effective ways to get students to practically apply their skills and their understanding of learned facts to a real-world situation. They are particularly useful where situations are complex and solutions are uncertain.

They can serve as the launching pad for a class discussion, or as a project for individuals or small groups. A single case may be presented to several groups, with each group offering its solutions.

Used as a teaching tool, a case study:

• engages students in research and reflective discussion
• encourages higher-order thinking
• facilitates creative problem solving
• allows students to develop realistic solutions to complex problems
• develops students' ability to identify and distinguish between critical and extraneous factors
• enables students to apply previously acquired skills
• creates an opportunity for students to learn from one another.

Case studies bridge the gap between a more teacher-centred lecture method and pure problem-based learning. They leave room for teachers to give direct guidance, and the scenarios themselves provide hints and parameters within which the students operate.

Common issues using case studies

The challenges with case studies are similar to those with discussions:

• getting students to talk and keeping the class moving
• pointless arguments, which can throw a case analysis off track.

Since case-study analysis is student-led, it can be difficult to get the class to move through various stages of analysis and arrive at a reasonable conclusion.

How to write or choose case studies

Hatcher et al. (2018, p. 276) categorise case studies as either issue-driven (focusing on a particular problem or aspects of the course material) or organisationally based (focusing on the various issues faced by a particular type of organisation). They can be based on general knowledge or adopt the viewpoint of a single protagonist, an organisation as a whole or information gathered from governent, company or other public documents.

"Like any good story" (Hatcher et al., 2018, p. 279), a case study begins with an exposition that introduces the problem and the protagonist and launches the action. Next, the narrative escalates, with complications exacerbating the problem and constraining the protagonist's choices. These complications are revealed as the protagonist discovers them, rather than as part of the background information, to increase the verisimilitude of the case study. Eventually the situation comes to a head, and the protagonist must decide on a solution. Finally, the case study relates the consequences of that solution.

A case study should be engaging, relevant and clearly written. In particular it needs to be economical: every aspect must be directly relevant to the problem the case study is examining, with no extraneous details or digressions.

How to teach effectively with case studies

Case content should reflect the purposes of the course, and should align with the course learning outcomes, other teaching strategies and assessment in your course or program.

1) Use complex cases requiring multiple perspectives

A good case has sufficient detail to:

• necessitate research and
• stimulate analysis from a variety of viewpoints or perspectives.

It places the learner in the position of problem-solver. Students actively engage with the materials, discovering underlying issues, dilemmas and conflict issues.

2) Assess the process of analysis, not only the outcome

The resolution of a case is only the last stage of a process. You can observe or evaluate:

• the quality of research
• structural issues in written material
• organisation of arguments
• the feasibility of solutions presented
• intra-group dynamics
• evidence of consideration of all case factors.

Case studies may be resolved in more than one manner.

3) Use a variety of questions in case analysis

Various ways to use questions in teaching are discussed in detail on the Questioning page. If you are using the Harvard Business School Case Method, when analysing case studies, use a range of question types to enable the class to move through the stages of analysis:

• clarification / information seeking (what?)
• analysis / diagnosis (why?)
• conclusion / recommendation (what now?)
• implementation (how?) and
• application / reflection (so what? what does it mean to you?)