Case Study Template

For

      PROJECT: [Name]

PREPARED BY: [Name]

 

 

Case studies can play the vital parallel roles of recording project history and learning (i.e., they can be used to widely share ideas and learning). If used properly, case studies can stimulate further creativity and innovation. Case studies also serve as a valuable resource for publication and recognition. Case studies should be generated, therefore, both for successful and unsuccessful implementations.

This is a template that can be printed out or copied and pasted within a word document.

BACKGROUND
 
 

 

PROJECT DETAILS
The project details section is meant to make visible the critical components of the project.
Item
Metric
Detail
1

Project Benefits

Eg, Increased revenue

Improved process

1

2

3

4
2

Project Intent

Eg, Streamline invoicing

New productdevelopment

1

2

3

4
3

Estimated Revenue

(3 years)

$
4

Estimated Cost

(3 years)

$
5

Estimated Implementation

Time Frame
months
6
Implementation Resource Requirements
person days
7
Approval Provisos

1

2

3

 

 

SOLUTION APPROVED
 
 

 

KEY DELIVERABLES and CURRENT PROJECTED ACHIEVEMENT
 
1.
 
 
 
 
 

 

INDIVIDUAL/TEAM WHO DEVELOPED THIS IDEA
 
MEMBER NAME
REPRESENTING
TEAM ROLE
     
     
     
     
     
     
     
     
     
     
     

 

NOTES
 
 

 

Current Status of Project
 
1. Resources
2. Sponsorship
3. Buy-in
4. Variations from plan
5. Likely impediments
6. Support needs
7. Other aspects