How to Write a Case Study: Business, Psychology, and Science

A case study is an in-depth examination of a specific real-world instance used to illustrate, test, or develop a theoretical argument. The case provides the primary evidence; the theoretical framework provides the analytical lens. Strong case studies do both: they describe the case accurately and analyse it rigorously through an appropriate framework.

What a case study does differently from an essay

In a standard essay, you move from theory to evidence: you state a claim, then cite literature to support it. In a case study, the movement is reversed: you describe a real instance, then apply theory to analyse what it shows or reveals.

The case is not the conclusion — it is the vehicle for reaching a conclusion. Describing a company's marketing strategy is not a case study. Analysing a company's marketing strategy through Porter's Five Forces to test whether the framework explains its competitive advantage is a case study.

General case study structure

1. Introduction (10% of word count)

• Introduce the case: what organisation, individual, event, or situation?
• State the analytical question: what does this case help answer?
• State the theoretical framework or criteria that will be applied
• Include the thesis: what does this case reveal or demonstrate?

2. Background / context (15–20%)

• Relevant factual background about the case
• Why this case is significant or appropriate for the question
• Historical context, organisational context, or patient history as relevant

This section should contain only the context necessary for the analysis. It is not a comprehensive description of the case — that would be description, not analysis.

3. Analysis (40–50%)

Apply the theoretical framework systematically to the case. Each section of the analysis examines one dimension or criterion.

For each analytical point:

• State the criterion or dimension being applied
• Describe what the case shows on this dimension (with evidence)
• Analyse what this means through the theoretical lens
• Connect to the overarching question

Example (business case study, Porter's Five Forces):

"Threat of New Entrants: Amazon's cloud computing market demonstrates high barriers to entry across all three entry barriers Porter (1980) identifies. Capital requirements for data centre infrastructure are substantial (estimated $1–2bn per major region, per AWS, 2023). Proprietary technology and accumulated operational expertise create non-replicable advantages. Network effects — as more customers adopt AWS tooling, third-party integrations increase, raising switching costs — further limit new entrants' ability to compete on more than price. The combined effect is that potential entrants face a competitive gap that is structural, not merely temporal."

4. Discussion (15–20%)

• What does the case reveal about the theory or framework being applied?
• Does the case confirm, challenge, qualify, or extend the theory?
• What are the limitations of the analysis (limits of data, generalisability)?

5. Recommendations (optional — business/policy cases)

• Specific, evidence-based recommendations arising from the analysis
• Each recommendation tied to a finding from the analysis
• Brief note on implementation considerations

6. Conclusion (10%)

• What does the case demonstrate about the research question?
• What is the broader significance of the findings?
• What questions remain open?

Discipline-specific variations

Business case studies

Business case studies typically include a Recommendations section and often emphasise practical implications alongside theoretical analysis. Common analytical frameworks: Porter's Five Forces, SWOT, McKinsey 7-S, Balanced Scorecard, PESTEL.

The analysis section should systematically apply the framework, not just mention it. Many weak business case studies name a framework and then describe the company without actually using the framework as an analytical tool.

Psychology case reports

Psychology case reports follow a clinical structure: presenting problem, background and history, examination findings, formulation (theoretical interpretation), intervention, and outcome. The APA format is standard. Ethics must be addressed: patient confidentiality (anonymisation or consent), potential harm of publication, limitations of single-case inference.

Key difference from other case studies: the analysis is a formulation — a theoretically grounded explanation of the presenting problem using a specific psychological model (cognitive-behavioural, psychodynamic, humanistic, etc.).

Medical case reports

Standard IMRaD-adjacent structure: Abstract, Introduction (why this case is noteworthy), Case Presentation (patient history, examination, investigations, management), Discussion (how this case relates to the literature), Conclusion. Patient anonymisation is required. Focus is typically on unusual presentations, rare diagnoses, or unexpected treatment outcomes.

Social science / policy case studies

These often adopt a comparative framework: the case is chosen because it exemplifies, deviates from, or tests a pattern observed in other cases. Single-case depth may be traded off against comparative breadth (comparative case study designs).

Common case study mistakes

Describing without analysing — A case study that is mostly narrative description of what happened, with thin theoretical application, is the most common failure mode. For every piece of description, ask: what does this tell us through the lens of the framework being applied?

Ignoring disconfirming evidence — Strong case studies acknowledge aspects of the case that do not fit the theory neatly and explain why the analysis still holds.

Losing the analytical question — By the middle of a long case study, students sometimes lose track of the question the case was chosen to address. The analytical question should be visible throughout.

Using the case to describe the theory — The case study should use the theory, not explain it. Brief theoretical background is appropriate; extended theory exposition belongs in an essay, not a case study.

For help structuring your analysis, use the Essay Structure Planner. For referencing your sources, use the Citation Reference Formatter.