12 Brainstorming Techniques for Unearthing Better Ideas From Your Team

If you want to hold brainstorms that unearth better, more creative ideas, it all starts with the people in the room. Like, the actual number of people in the room.

That’s my first tip for you: Follow the “pizza rule” for brainstorming. If you’re unfamiliar with the “pizza rule,” it’s the idea that if you have more people in a room than you could feed with a pizza, there are too many people in that room to hold a productive meeting.

Download our free introductory blogging guide here for more beginner business  blogging tips. 

The same rule goes for a brainstorming session: If you’ve got a dozen people sitting around a table, expect a really long list of truly mediocre ideas.

So, what else can you do other than bribe a group of two to six people with pizza to unearth good ideas? So glad you asked.

12 Team Brainstorming Techniques for Getting to Good Ideas

1) Invite a diverse group of people.

If your team works on all of the same projects together, goes to team meetings together, sits next to each other in the office, and hangs out in the same group chats all day … well, needless to say, the ideas will likely start to get pretty homogenous.

Instead, invite new people from other teams to your brainstorms — people with different skill sets and experiences to help get you out of your rut and see things in a new way. It’ll give you that great mix of new perspectives and contextual knowledge that’ll help you land on ideas that are both original and doable.

2) Keep the meeting to 22(ish) minutes.

Nicole Steinbok advocates this technique, and it’s one I’ve used with positive results. (I usually round up to 30 minutes, but what’s a few minutes among friends?) It works particularly well for people like myself that thrive under the threat of a deadline.

In my experience, having a limited amount of time to brainstorm only works if all participants are actually ready for the meeting. (More on that in a minute.) But two other tenets Steinbok harps on are a no-laptop rule, and a no off-topic-banter rule. While some might disagree with the latter, I have found that aggressive time constraints help keep people on task and delivering their best ideas as a result.

3) Provide context and goals well before the meeting.

“Well before the meeting” doesn’t mean that morning. Offer any pertinent information at least two business days in advance so people have a fighting chance at actually being prepared for the brainstorm.

In addition to providing any reading materials or contextual information that help set up the reason for the brainstorm (and explicitly asking that they read it, too), describe what the ideal outcome of the meeting looks like. This will help people come into the meeting understanding the scope of what you’re all trying to do. I think you’ll find this helps you avoid wasting time catching everyone up so you can get to the brainstorm right away.

If necessary, run your meeting like Amazon’s Jeff Bezos, and dedicate 30 minutes specifically to quietly reading in a group to bring everyone together — especially if they won’t have time to read before the meeting.

4) Ask people to come prepared with some ideas.

Often, great ideas don’t show themselves when you ask them to. They pop up on the train, in the shower, while you’re watching TV … basically any time you’re not actually trying to come up with the idea.

This is one reason why it’s good to provide a few days of lead-time before your meeting, but it’s also why you might want to explicitly ask people to think of some ideas beforehand. With this approach, you might find that you start the meeting off with pretty strong ideas from the get-go, and the group can add to and modify them to make them even stronger. In fact, this hybrid brainstorming approach was found to be more effective in a University of Pennsylvania study.

Frankly, I’ve also found that when everyone comes in cold turkey, the brainstorm often ends with a long list of very uninspired ideas. At the very least, whoever runs the brainstorm should come with a few ideas to kick off the brainstorm and give an indication of what a good idea looks like.

5) Say “no” to the bad ideas. Fast.

It might be brainstorm heresy to recommend people squash bad ideas, but I’ve seen one too many brainstorms go astray because people are too scared to say “no.” This is particularly important if you’re trying to run a quick brainstorm session.

Yes, there’s a fine line: Squashing bad ideas could lead people to fear speaking up, missing out on good ideas as a result. But if you’re giving every idea equal due regardless of merit, then you get off-track real fast and end up down a bad idea rabbit hole.

Better brainstorms that yield better ideas leave time to nurture the strongest inclinations.

On that note …

6) Foster an environment where bad ideas are okay.

Yes, you should call out bad ideas. But you should also make it okay that people had them. Call out your own ideas, in fact. If people can speak freely, but not feel stupid for doing so, you’ll get more ideas out — which makes it more likely you’ll land on a good one.

7) Lean into constraints.

If you have every resource and opportunity in the world, creativity will naturally stifle. Lay out the constraints you’re working within in terms of goals and resources for executing any idea you come up with. Then, try to see those as opportunities for creativity instead of roadblocks that make it impossible to come up with a good idea.

8) Lean into silence.

Anyone in sales already knows: Silence is power. In a brainstorm, silences are times when people get thinking done — either about their own ideas, or how to build on the last idea that came up.

And hey, it might also encourage more people to speak up with an idea, just out of their hatred of uncomfortable silences.

9) Lean into failure … outside of the brainstorm.

If you have a team where taking smart risks — regardless of outcome — is rewarded, people will have a better sense of what ideas are worth pursuing and what’s worth passing on. Because, you know, they do it a lot and get a second sense for these things.

If experimentation is a part of your team culture, that’ll manifest itself in better ideas than if your team is stuck in stasis. You’ll have better brainstorms where creative and smart, yet risky ideas come out.

10) Be prepared to ditch the meeting altogether.

Sometimes in-person meetings aren’t the right format for unearthing good ideas. Certain brainstorms can be better performed digitally.

For example, we often resort to Google Docs or Slack for brainstorms when curating blog post or title ideas across a large group of people. There’s really no need to pull everyone away from their work to participate in a brainstorm like that — and the benefit is that people can participate on their own time, when they’re ready and eager to contribute ideas, not when the meeting happens to occur.

11) Provide a place for anonymous submissions.

For some people, the “right” format might be an anonymous submission. Provide a place for anonymous idea submission both before and after the meeting. People might have some ideas that they’re reticent to bring up in front of the group. It’d be a shame to miss out on those ideas due to shyness, discomfort, or simply a preference for writing out ideas instead of speaking about them. This is easy to set up through a Google form.

12) Be prepared to pursue absolutely nothing that came out of that brainstorm.

Don’t feel like you have to choose and pursue an idea just because you had a brainstorm. If the brainstorm didn’t yield any good ideas, that’s fine. It wasn’t a waste of time. But you will waste your time if you pursue an idea that isn’t worth doing. Moving forward with the lesser of all evils is still … evil.

Instead, do some reflection on your own about why the ideas aren’t ready to see the light of day, and see if any are worth more thought before ditching them. Perhaps you’ll get another group of people in a room to iterate on them — or even the same group once they’ve had some distance from the ideas. Now that ideas have started flowing, you might find a second round of brainstorming yields something even better.

Editor’s Note: This post was originally published in March 2016 and has been updated for accuracy and comprehensiveness.

15 Business Blogging Mistakes

The post 12 Brainstorming Techniques for Unearthing Better Ideas From Your Team appeared first on Wicked Baron's Emporium.

If you want to hold brainstorms that unearth better, more creative ideas, it all starts with the people in the room. Like, the actual number of people in the room.

That’s my first tip for you: Follow the “pizza rule” for brainstorming. If you’re unfamiliar with the “pizza rule,” it’s the idea that if you have more people in a room than you could feed with a pizza, there are too many people in that room to hold a productive meeting.

Download our free introductory blogging guide here for more beginner business  blogging tips. 

The same rule goes for a brainstorming session: If you’ve got a dozen people sitting around a table, expect a really long list of truly mediocre ideas.

So, what else can you do other than bribe a group of two to six people with pizza to unearth good ideas? So glad you asked.

12 Team Brainstorming Techniques for Getting to Good Ideas

1) Invite a diverse group of people.

If your team works on all of the same projects together, goes to team meetings together, sits next to each other in the office, and hangs out in the same group chats all day … well, needless to say, the ideas will likely start to get pretty homogenous.

Instead, invite new people from other teams to your brainstorms — people with different skill sets and experiences to help get you out of your rut and see things in a new way. It’ll give you that great mix of new perspectives and contextual knowledge that’ll help you land on ideas that are both original and doable.

2) Keep the meeting to 22(ish) minutes.

Nicole Steinbok advocates this technique, and it’s one I’ve used with positive results. (I usually round up to 30 minutes, but what’s a few minutes among friends?) It works particularly well for people like myself that thrive under the threat of a deadline.

In my experience, having a limited amount of time to brainstorm only works if all participants are actually ready for the meeting. (More on that in a minute.) But two other tenets Steinbok harps on are a no-laptop rule, and a no off-topic-banter rule. While some might disagree with the latter, I have found that aggressive time constraints help keep people on task and delivering their best ideas as a result.

3) Provide context and goals well before the meeting.

“Well before the meeting” doesn’t mean that morning. Offer any pertinent information at least two business days in advance so people have a fighting chance at actually being prepared for the brainstorm.

In addition to providing any reading materials or contextual information that help set up the reason for the brainstorm (and explicitly asking that they read it, too), describe what the ideal outcome of the meeting looks like. This will help people come into the meeting understanding the scope of what you’re all trying to do. I think you’ll find this helps you avoid wasting time catching everyone up so you can get to the brainstorm right away.

If necessary, run your meeting like Amazon’s Jeff Bezos, and dedicate 30 minutes specifically to quietly reading in a group to bring everyone together — especially if they won’t have time to read before the meeting.

4) Ask people to come prepared with some ideas.

Often, great ideas don’t show themselves when you ask them to. They pop up on the train, in the shower, while you’re watching TV … basically any time you’re not actually trying to come up with the idea.

This is one reason why it’s good to provide a few days of lead-time before your meeting, but it’s also why you might want to explicitly ask people to think of some ideas beforehand. With this approach, you might find that you start the meeting off with pretty strong ideas from the get-go, and the group can add to and modify them to make them even stronger. In fact, this hybrid brainstorming approach was found to be more effective in a University of Pennsylvania study.

Frankly, I’ve also found that when everyone comes in cold turkey, the brainstorm often ends with a long list of very uninspired ideas. At the very least, whoever runs the brainstorm should come with a few ideas to kick off the brainstorm and give an indication of what a good idea looks like.

5) Say “no” to the bad ideas. Fast.

It might be brainstorm heresy to recommend people squash bad ideas, but I’ve seen one too many brainstorms go astray because people are too scared to say “no.” This is particularly important if you’re trying to run a quick brainstorm session.

Yes, there’s a fine line: Squashing bad ideas could lead people to fear speaking up, missing out on good ideas as a result. But if you’re giving every idea equal due regardless of merit, then you get off-track real fast and end up down a bad idea rabbit hole.

Better brainstorms that yield better ideas leave time to nurture the strongest inclinations.

On that note …

6) Foster an environment where bad ideas are okay.

Yes, you should call out bad ideas. But you should also make it okay that people had them. Call out your own ideas, in fact. If people can speak freely, but not feel stupid for doing so, you’ll get more ideas out — which makes it more likely you’ll land on a good one.

7) Lean into constraints.

If you have every resource and opportunity in the world, creativity will naturally stifle. Lay out the constraints you’re working within in terms of goals and resources for executing any idea you come up with. Then, try to see those as opportunities for creativity instead of roadblocks that make it impossible to come up with a good idea.

8) Lean into silence.

Anyone in sales already knows: Silence is power. In a brainstorm, silences are times when people get thinking done — either about their own ideas, or how to build on the last idea that came up.

And hey, it might also encourage more people to speak up with an idea, just out of their hatred of uncomfortable silences.

9) Lean into failure … outside of the brainstorm.

If you have a team where taking smart risks — regardless of outcome — is rewarded, people will have a better sense of what ideas are worth pursuing and what’s worth passing on. Because, you know, they do it a lot and get a second sense for these things.

If experimentation is a part of your team culture, that’ll manifest itself in better ideas than if your team is stuck in stasis. You’ll have better brainstorms where creative and smart, yet risky ideas come out.

10) Be prepared to ditch the meeting altogether.

Sometimes in-person meetings aren’t the right format for unearthing good ideas. Certain brainstorms can be better performed digitally.

For example, we often resort to Google Docs or Slack for brainstorms when curating blog post or title ideas across a large group of people. There’s really no need to pull everyone away from their work to participate in a brainstorm like that — and the benefit is that people can participate on their own time, when they’re ready and eager to contribute ideas, not when the meeting happens to occur.

11) Provide a place for anonymous submissions.

For some people, the “right” format might be an anonymous submission. Provide a place for anonymous idea submission both before and after the meeting. People might have some ideas that they’re reticent to bring up in front of the group. It’d be a shame to miss out on those ideas due to shyness, discomfort, or simply a preference for writing out ideas instead of speaking about them. This is easy to set up through a Google form.

12) Be prepared to pursue absolutely nothing that came out of that brainstorm.

Don’t feel like you have to choose and pursue an idea just because you had a brainstorm. If the brainstorm didn’t yield any good ideas, that’s fine. It wasn’t a waste of time. But you will waste your time if you pursue an idea that isn’t worth doing. Moving forward with the lesser of all evils is still … evil.

Instead, do some reflection on your own about why the ideas aren’t ready to see the light of day, and see if any are worth more thought before ditching them. Perhaps you’ll get another group of people in a room to iterate on them — or even the same group once they’ve had some distance from the ideas. Now that ideas have started flowing, you might find a second round of brainstorming yields something even better.

Editor’s Note: This post was originally published in March 2016 and has been updated for accuracy and comprehensiveness.

15 Business Blogging Mistakes

The post 12 Brainstorming Techniques for Unearthing Better Ideas From Your Team appeared first on Wicked Baron's Emporium.

12 Brainstorming Techniques for Unearthing Better Ideas From Your Team

If you want to hold brainstorms that unearth better, more creative ideas, it all starts with the people in the room. Like, the actual number of people in the room.

That’s my first tip for you: Follow the “pizza rule” for brainstorming. If you’re unfamiliar with the “pizza rule,” it’s the idea that if you have more people in a room than you could feed with a pizza, there are too many people in that room to hold a productive meeting.

Download our free introductory blogging guide here for more beginner business  blogging tips. 

The same rule goes for a brainstorming session: If you’ve got a dozen people sitting around a table, expect a really long list of truly mediocre ideas.

So, what else can you do other than bribe a group of two to six people with pizza to unearth good ideas? So glad you asked.

12 Team Brainstorming Techniques for Getting to Good Ideas

1) Invite a diverse group of people.

If your team works on all of the same projects together, goes to team meetings together, sits next to each other in the office, and hangs out in the same group chats all day … well, needless to say, the ideas will likely start to get pretty homogenous.

Instead, invite new people from other teams to your brainstorms — people with different skill sets and experiences to help get you out of your rut and see things in a new way. It’ll give you that great mix of new perspectives and contextual knowledge that’ll help you land on ideas that are both original and doable.

2) Keep the meeting to 22(ish) minutes.

Nicole Steinbok advocates this technique, and it’s one I’ve used with positive results. (I usually round up to 30 minutes, but what’s a few minutes among friends?) It works particularly well for people like myself that thrive under the threat of a deadline.

In my experience, having a limited amount of time to brainstorm only works if all participants are actually ready for the meeting. (More on that in a minute.) But two other tenets Steinbok harps on are a no-laptop rule, and a no off-topic-banter rule. While some might disagree with the latter, I have found that aggressive time constraints help keep people on task and delivering their best ideas as a result.

3) Provide context and goals well before the meeting.

“Well before the meeting” doesn’t mean that morning. Offer any pertinent information at least two business days in advance so people have a fighting chance at actually being prepared for the brainstorm.

In addition to providing any reading materials or contextual information that help set up the reason for the brainstorm (and explicitly asking that they read it, too), describe what the ideal outcome of the meeting looks like. This will help people come into the meeting understanding the scope of what you’re all trying to do. I think you’ll find this helps you avoid wasting time catching everyone up so you can get to the brainstorm right away.

If necessary, run your meeting like Amazon’s Jeff Bezos, and dedicate 30 minutes specifically to quietly reading in a group to bring everyone together — especially if they won’t have time to read before the meeting.

4) Ask people to come prepared with some ideas.

Often, great ideas don’t show themselves when you ask them to. They pop up on the train, in the shower, while you’re watching TV … basically any time you’re not actually trying to come up with the idea.

This is one reason why it’s good to provide a few days of lead-time before your meeting, but it’s also why you might want to explicitly ask people to think of some ideas beforehand. With this approach, you might find that you start the meeting off with pretty strong ideas from the get-go, and the group can add to and modify them to make them even stronger. In fact, this hybrid brainstorming approach was found to be more effective in a University of Pennsylvania study.

Frankly, I’ve also found that when everyone comes in cold turkey, the brainstorm often ends with a long list of very uninspired ideas. At the very least, whoever runs the brainstorm should come with a few ideas to kick off the brainstorm and give an indication of what a good idea looks like.

5) Say “no” to the bad ideas. Fast.

It might be brainstorm heresy to recommend people squash bad ideas, but I’ve seen one too many brainstorms go astray because people are too scared to say “no.” This is particularly important if you’re trying to run a quick brainstorm session.

Yes, there’s a fine line: Squashing bad ideas could lead people to fear speaking up, missing out on good ideas as a result. But if you’re giving every idea equal due regardless of merit, then you get off-track real fast and end up down a bad idea rabbit hole.

Better brainstorms that yield better ideas leave time to nurture the strongest inclinations.

On that note …

6) Foster an environment where bad ideas are okay.

Yes, you should call out bad ideas. But you should also make it okay that people had them. Call out your own ideas, in fact. If people can speak freely, but not feel stupid for doing so, you’ll get more ideas out — which makes it more likely you’ll land on a good one.

7) Lean into constraints.

If you have every resource and opportunity in the world, creativity will naturally stifle. Lay out the constraints you’re working within in terms of goals and resources for executing any idea you come up with. Then, try to see those as opportunities for creativity instead of roadblocks that make it impossible to come up with a good idea.

8) Lean into silence.

Anyone in sales already knows: Silence is power. In a brainstorm, silences are times when people get thinking done — either about their own ideas, or how to build on the last idea that came up.

And hey, it might also encourage more people to speak up with an idea, just out of their hatred of uncomfortable silences.

9) Lean into failure … outside of the brainstorm.

If you have a team where taking smart risks — regardless of outcome — is rewarded, people will have a better sense of what ideas are worth pursuing and what’s worth passing on. Because, you know, they do it a lot and get a second sense for these things.

If experimentation is a part of your team culture, that’ll manifest itself in better ideas than if your team is stuck in stasis. You’ll have better brainstorms where creative and smart, yet risky ideas come out.

10) Be prepared to ditch the meeting altogether.

Sometimes in-person meetings aren’t the right format for unearthing good ideas. Certain brainstorms can be better performed digitally.

For example, we often resort to Google Docs or Slack for brainstorms when curating blog post or title ideas across a large group of people. There’s really no need to pull everyone away from their work to participate in a brainstorm like that — and the benefit is that people can participate on their own time, when they’re ready and eager to contribute ideas, not when the meeting happens to occur.

11) Provide a place for anonymous submissions.

For some people, the “right” format might be an anonymous submission. Provide a place for anonymous idea submission both before and after the meeting. People might have some ideas that they’re reticent to bring up in front of the group. It’d be a shame to miss out on those ideas due to shyness, discomfort, or simply a preference for writing out ideas instead of speaking about them. This is easy to set up through a Google form.

12) Be prepared to pursue absolutely nothing that came out of that brainstorm.

Don’t feel like you have to choose and pursue an idea just because you had a brainstorm. If the brainstorm didn’t yield any good ideas, that’s fine. It wasn’t a waste of time. But you will waste your time if you pursue an idea that isn’t worth doing. Moving forward with the lesser of all evils is still … evil.

Instead, do some reflection on your own about why the ideas aren’t ready to see the light of day, and see if any are worth more thought before ditching them. Perhaps you’ll get another group of people in a room to iterate on them — or even the same group once they’ve had some distance from the ideas. Now that ideas have started flowing, you might find a second round of brainstorming yields something even better.

Editor’s Note: This post was originally published in March 2016 and has been updated for accuracy and comprehensiveness.

15 Business Blogging Mistakes

If you want to hold brainstorms that unearth better, more creative ideas, it all starts with the people in the room. Like, the actual number of people in the room.

That’s my first tip for you: Follow the “pizza rule” for brainstorming. If you’re unfamiliar with the “pizza rule,” it’s the idea that if you have more people in a room than you could feed with a pizza, there are too many people in that room to hold a productive meeting.

Download our free introductory blogging guide here for more beginner business  blogging tips. 

The same rule goes for a brainstorming session: If you’ve got a dozen people sitting around a table, expect a really long list of truly mediocre ideas.

So, what else can you do other than bribe a group of two to six people with pizza to unearth good ideas? So glad you asked.

12 Team Brainstorming Techniques for Getting to Good Ideas

1) Invite a diverse group of people.

If your team works on all of the same projects together, goes to team meetings together, sits next to each other in the office, and hangs out in the same group chats all day … well, needless to say, the ideas will likely start to get pretty homogenous.

Instead, invite new people from other teams to your brainstorms — people with different skill sets and experiences to help get you out of your rut and see things in a new way. It’ll give you that great mix of new perspectives and contextual knowledge that’ll help you land on ideas that are both original and doable.

2) Keep the meeting to 22(ish) minutes.

Nicole Steinbok advocates this technique, and it’s one I’ve used with positive results. (I usually round up to 30 minutes, but what’s a few minutes among friends?) It works particularly well for people like myself that thrive under the threat of a deadline.

In my experience, having a limited amount of time to brainstorm only works if all participants are actually ready for the meeting. (More on that in a minute.) But two other tenets Steinbok harps on are a no-laptop rule, and a no off-topic-banter rule. While some might disagree with the latter, I have found that aggressive time constraints help keep people on task and delivering their best ideas as a result.

3) Provide context and goals well before the meeting.

“Well before the meeting” doesn’t mean that morning. Offer any pertinent information at least two business days in advance so people have a fighting chance at actually being prepared for the brainstorm.

In addition to providing any reading materials or contextual information that help set up the reason for the brainstorm (and explicitly asking that they read it, too), describe what the ideal outcome of the meeting looks like. This will help people come into the meeting understanding the scope of what you’re all trying to do. I think you’ll find this helps you avoid wasting time catching everyone up so you can get to the brainstorm right away.

If necessary, run your meeting like Amazon’s Jeff Bezos, and dedicate 30 minutes specifically to quietly reading in a group to bring everyone together — especially if they won’t have time to read before the meeting.

4) Ask people to come prepared with some ideas.

Often, great ideas don’t show themselves when you ask them to. They pop up on the train, in the shower, while you’re watching TV … basically any time you’re not actually trying to come up with the idea.

This is one reason why it’s good to provide a few days of lead-time before your meeting, but it’s also why you might want to explicitly ask people to think of some ideas beforehand. With this approach, you might find that you start the meeting off with pretty strong ideas from the get-go, and the group can add to and modify them to make them even stronger. In fact, this hybrid brainstorming approach was found to be more effective in a University of Pennsylvania study.

Frankly, I’ve also found that when everyone comes in cold turkey, the brainstorm often ends with a long list of very uninspired ideas. At the very least, whoever runs the brainstorm should come with a few ideas to kick off the brainstorm and give an indication of what a good idea looks like.

5) Say “no” to the bad ideas. Fast.

It might be brainstorm heresy to recommend people squash bad ideas, but I’ve seen one too many brainstorms go astray because people are too scared to say “no.” This is particularly important if you’re trying to run a quick brainstorm session.

Yes, there’s a fine line: Squashing bad ideas could lead people to fear speaking up, missing out on good ideas as a result. But if you’re giving every idea equal due regardless of merit, then you get off-track real fast and end up down a bad idea rabbit hole.

Better brainstorms that yield better ideas leave time to nurture the strongest inclinations.

On that note …

6) Foster an environment where bad ideas are okay.

Yes, you should call out bad ideas. But you should also make it okay that people had them. Call out your own ideas, in fact. If people can speak freely, but not feel stupid for doing so, you’ll get more ideas out — which makes it more likely you’ll land on a good one.

7) Lean into constraints.

If you have every resource and opportunity in the world, creativity will naturally stifle. Lay out the constraints you’re working within in terms of goals and resources for executing any idea you come up with. Then, try to see those as opportunities for creativity instead of roadblocks that make it impossible to come up with a good idea.

8) Lean into silence.

Anyone in sales already knows: Silence is power. In a brainstorm, silences are times when people get thinking done — either about their own ideas, or how to build on the last idea that came up.

And hey, it might also encourage more people to speak up with an idea, just out of their hatred of uncomfortable silences.

9) Lean into failure … outside of the brainstorm.

If you have a team where taking smart risks — regardless of outcome — is rewarded, people will have a better sense of what ideas are worth pursuing and what’s worth passing on. Because, you know, they do it a lot and get a second sense for these things.

If experimentation is a part of your team culture, that’ll manifest itself in better ideas than if your team is stuck in stasis. You’ll have better brainstorms where creative and smart, yet risky ideas come out.

10) Be prepared to ditch the meeting altogether.

Sometimes in-person meetings aren’t the right format for unearthing good ideas. Certain brainstorms can be better performed digitally.

For example, we often resort to Google Docs or Slack for brainstorms when curating blog post or title ideas across a large group of people. There’s really no need to pull everyone away from their work to participate in a brainstorm like that — and the benefit is that people can participate on their own time, when they’re ready and eager to contribute ideas, not when the meeting happens to occur.

11) Provide a place for anonymous submissions.

For some people, the “right” format might be an anonymous submission. Provide a place for anonymous idea submission both before and after the meeting. People might have some ideas that they’re reticent to bring up in front of the group. It’d be a shame to miss out on those ideas due to shyness, discomfort, or simply a preference for writing out ideas instead of speaking about them. This is easy to set up through a Google form.

12) Be prepared to pursue absolutely nothing that came out of that brainstorm.

Don’t feel like you have to choose and pursue an idea just because you had a brainstorm. If the brainstorm didn’t yield any good ideas, that’s fine. It wasn’t a waste of time. But you will waste your time if you pursue an idea that isn’t worth doing. Moving forward with the lesser of all evils is still … evil.

Instead, do some reflection on your own about why the ideas aren’t ready to see the light of day, and see if any are worth more thought before ditching them. Perhaps you’ll get another group of people in a room to iterate on them — or even the same group once they’ve had some distance from the ideas. Now that ideas have started flowing, you might find a second round of brainstorming yields something even better.

Editor’s Note: This post was originally published in March 2016 and has been updated for accuracy and comprehensiveness.

15 Business Blogging Mistakes

How to Write a Case Study: Bookmarkable Guide & Template

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Writing a case study is a great way to do that.

Sure, you could say that you’re great at X, or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study.

What Is a Case Study?

A case study examines a person’s or business’s specific challenge or goal, and how they solved for it. Case studies can vary greatly in length and focus on a number of details related to the initial challenge and applied solution.

In professional settings, it’s common for a case study to tell the story of a successful business partnership between a vendor and a client.

Whether it’s a brief snapshot of your client’s health since working with you, or a long success story of the client’s growth, your case study will measure this success using metrics that are agreed upon by the client you’re featuring. Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company’s services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers. New Call-to-action

To help you arm your prospects with information they can trust, we’ve put together a step-by-step guide on how to create effective case studies for your business — as well as free case study templates for creating your own.

Want to learn as you write your case study? Listen to an audio summary of this post below.

Case Study Templates

How to Write a Business Case Study

1. Determine the case study’s objective and format.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives and take a few different forms.

Your first step when writing a case study is to determine the objective or goal of the subject you’re featuring, and the format in which you’ll create the case study. In other words, what will the client have succeeded in doing by the end of the piece? How will you tell this story?

Possible Case Study Objectives

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

  • Complying with government regulation
  • Lowering business costs
  • Becoming profitable
  • Generating more leads
  • Closing on more customers
  • Generating more revenue
  • Expanding into a new market
  • Becoming more sustainable or energy-efficient

Possible Case Study Formats

Case studies don’t have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest, and a video case study on your YouTube channel.

Here are some different case study formats to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they’ll know the partnership between you and your client was a genuine success.

2. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who’s well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they’re more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you’ve provided non-traditional customers — in industries that you don’t usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own — in some cases, having brand recognition can lead to 24.4X as much growth as companies without it.

Switchers

Customers that came to you after working with a competitor help highlight your competitive advantage, and might even sway decisions in your favor.

3. Reach out to your chosen subject.

To get the right case study candidate on board, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

It’s helpful to know what you’ll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick off the process with an email that runs through exactly what they can expect from you, as well as what is expected of them. To give you an idea of what that might look like, check out this sample email:

Case study permission email template for sending to a client or subject

You might be wondering, “What’s a Case Study Release Form?” or, “What’s a Success Story Letter?” Let’s break those down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

  • A clear explanation of why you are creating this case study and how it will be used.
  • A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
  • An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
  • A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you’ll want to be sure to define the following steps in the Success Story Letter.

The Acceptance

First, you’ll need to receive internal approval from the company’s marketing team. Once approved, the Release Form should be signed and returned to you. It’s also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you’ll want to ask the participant to complete a questionnaire prior to this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer’s experience with your product or service.

The Draft Review

After the case study is composed, you’ll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it’s best to contact the customer with a link to the page where the case study lives. Don’t be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results, but their impressive growth, as well.

4. Ensure you’re asking the right questions.

Before you execute the questionnaire and actual interview, make sure you’re setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

  • What are your goals?
  • What challenges were you experiencing prior to purchasing our product or service?
  • What made our product or service stand out against our competitors?
  • What did your decision-making process look like?
  • How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the “Golden Rule of Interviewing.” Sounds fancy, right? It’s actually quite simple — ask open-ended questions.

If you’re looking to craft a compelling story, “yes” or “no” answers won’t provide the details you need. Focus on questions that invite elaboration, such as, “Can you describe …?” or, “Tell me about …”

In terms of the interview structure, we recommend categorizing the questions and flow into six specific sections. Combined, they’ll allow you to gather enough information to put together a rich, comprehensive study.

The Customer’s Business

The goal of this section is to generate a better understanding of the company’s current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

The Need for a Solution

In order to tell a compelling story, you need context. That helps match the customer’s need with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions prior to this that did not work out? If so, what happened?

The Decision Process

Exploring how the customer arrived at the decision to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

The Implementation

The focus here should be placed on the customer’s experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

The Solution in Action

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

The Results

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

5. Lay out your case study outline.

When it comes time to take all of the information you’ve collected and actually turn it into something, it’s easy to feel overwhelmed. Where should you start? What should you include? What’s the best way to structure it?

To help you get a handle on this step, it’s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you’ll see in some of the examples we’ve included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below. Note: Even if you do elect to use a visual case study, it should still include all of this information, but presented in its intended format.

  1. Title: Keep it short. Focus on highlighting the most compelling accomplishment.
  2. Executive Summary: A 2-4 sentence summary of the entire story. You’ll want to follow it with 2-3 bullet points that display metrics showcasing success.
  3. About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
  4. Challenges and Objectives: A 2-3 paragraph description of the customer’s challenges, prior to using your product or service. This section should also include the goals or objectives the customer set out to achieve.
  5. Your method: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  6. Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company, and helped achieve its goals. Include numbers to quantify your contributions.
  7. Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.

To help you visualize this case study outline, check out this case study template, which can also be downloaded here.

Case study template with sample outline

Case study template with sample outline 2

When laying out your case study, focus on conveying the information you’ve gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

6. Publish and promote your case study.

Once you’ve completed your case study, it’s time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Gated Behind a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client’s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a “Case Studies” or “Testimonials” button along your homepage’s top navigation bar.

Business Case Study Examples

You drove the results, made the connect, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you’re left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. “New England Journal of Medicine,” by Corey McPherson Nash

Case study example on New England Journal of Medicine, by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that’s what they do. So in building the case study for the studio’s work on the New England Journal of Medicine’s integrated advertising campaign — a project that included the goal of promoting the client’s digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we’ve suggested — but really lets the visuals do the talking, allowing users to really absorb the studio’s services.

2. “Shopify Uses HubSpot CRM to Transform High Volume Sales Organization,” by HubSpot

Case study example on Shopify, by HubSpot

What’s interesting about this case study is the way it leads with the customer. That reflects a major HubSpot credo, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot, and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed-media. Yes, there is a short video, but it’s elaborated upon in the additional text on the page. So while your case studies can use one or the other, don’t be afraid to combine written copy with visuals to emphasize the project’s success.

3. “Designing the Future of Urban Farming,” by IDEO

Case study example on INFARM, by IDEO

Here’s a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — “The Challenge” and “The Outcome.”

Immediately, IDEO has communicated two of the case study’s major pillars. And while that’s great — the company created a solution for vertical farming startup INFARM’s challenge — it doesn’t stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. “Secure Wi-Fi Wins Big for Tournament,” by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard is able to do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

Showcase Your Work

You work hard at what you do. Now, it’s time to show it to the world — and, perhaps more important, to potential customers.

But before you show off the projects that make you the proudest, make sure you follow the important steps that will help ensure that work is effectively communicated, and leaves all parties feeling good about it.

case study creation kit - guide + template

The post How to Write a Case Study: Bookmarkable Guide & Template appeared first on Wicked Baron's Emporium.

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Writing a case study is a great way to do that.

Sure, you could say that you’re great at X, or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study.

What Is a Case Study?

A case study examines a person’s or business’s specific challenge or goal, and how they solved for it. Case studies can vary greatly in length and focus on a number of details related to the initial challenge and applied solution.

In professional settings, it’s common for a case study to tell the story of a successful business partnership between a vendor and a client.

Whether it’s a brief snapshot of your client’s health since working with you, or a long success story of the client’s growth, your case study will measure this success using metrics that are agreed upon by the client you’re featuring. Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company’s services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers. New Call-to-action

To help you arm your prospects with information they can trust, we’ve put together a step-by-step guide on how to create effective case studies for your business — as well as free case study templates for creating your own.

Want to learn as you write your case study? Listen to an audio summary of this post below.

Case Study Templates

How to Write a Business Case Study

1. Determine the case study’s objective and format.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives and take a few different forms.

Your first step when writing a case study is to determine the objective or goal of the subject you’re featuring, and the format in which you’ll create the case study. In other words, what will the client have succeeded in doing by the end of the piece? How will you tell this story?

Possible Case Study Objectives

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

  • Complying with government regulation
  • Lowering business costs
  • Becoming profitable
  • Generating more leads
  • Closing on more customers
  • Generating more revenue
  • Expanding into a new market
  • Becoming more sustainable or energy-efficient

Possible Case Study Formats

Case studies don’t have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest, and a video case study on your YouTube channel.

Here are some different case study formats to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they’ll know the partnership between you and your client was a genuine success.

2. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who’s well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they’re more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you’ve provided non-traditional customers — in industries that you don’t usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own — in some cases, having brand recognition can lead to 24.4X as much growth as companies without it.

Switchers

Customers that came to you after working with a competitor help highlight your competitive advantage, and might even sway decisions in your favor.

3. Reach out to your chosen subject.

To get the right case study candidate on board, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

It’s helpful to know what you’ll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick off the process with an email that runs through exactly what they can expect from you, as well as what is expected of them. To give you an idea of what that might look like, check out this sample email:

Case study permission email template for sending to a client or subject

You might be wondering, “What’s a Case Study Release Form?” or, “What’s a Success Story Letter?” Let’s break those down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

  • A clear explanation of why you are creating this case study and how it will be used.
  • A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
  • An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
  • A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you’ll want to be sure to define the following steps in the Success Story Letter.

The Acceptance

First, you’ll need to receive internal approval from the company’s marketing team. Once approved, the Release Form should be signed and returned to you. It’s also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you’ll want to ask the participant to complete a questionnaire prior to this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer’s experience with your product or service.

The Draft Review

After the case study is composed, you’ll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it’s best to contact the customer with a link to the page where the case study lives. Don’t be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results, but their impressive growth, as well.

4. Ensure you’re asking the right questions.

Before you execute the questionnaire and actual interview, make sure you’re setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

  • What are your goals?
  • What challenges were you experiencing prior to purchasing our product or service?
  • What made our product or service stand out against our competitors?
  • What did your decision-making process look like?
  • How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the “Golden Rule of Interviewing.” Sounds fancy, right? It’s actually quite simple — ask open-ended questions.

If you’re looking to craft a compelling story, “yes” or “no” answers won’t provide the details you need. Focus on questions that invite elaboration, such as, “Can you describe …?” or, “Tell me about …”

In terms of the interview structure, we recommend categorizing the questions and flow into six specific sections. Combined, they’ll allow you to gather enough information to put together a rich, comprehensive study.

The Customer’s Business

The goal of this section is to generate a better understanding of the company’s current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

The Need for a Solution

In order to tell a compelling story, you need context. That helps match the customer’s need with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions prior to this that did not work out? If so, what happened?

The Decision Process

Exploring how the customer arrived at the decision to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

The Implementation

The focus here should be placed on the customer’s experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

The Solution in Action

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

The Results

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

5. Lay out your case study outline.

When it comes time to take all of the information you’ve collected and actually turn it into something, it’s easy to feel overwhelmed. Where should you start? What should you include? What’s the best way to structure it?

To help you get a handle on this step, it’s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you’ll see in some of the examples we’ve included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below. Note: Even if you do elect to use a visual case study, it should still include all of this information, but presented in its intended format.

  1. Title: Keep it short. Focus on highlighting the most compelling accomplishment.
  2. Executive Summary: A 2-4 sentence summary of the entire story. You’ll want to follow it with 2-3 bullet points that display metrics showcasing success.
  3. About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
  4. Challenges and Objectives: A 2-3 paragraph description of the customer’s challenges, prior to using your product or service. This section should also include the goals or objectives the customer set out to achieve.
  5. Your method: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  6. Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company, and helped achieve its goals. Include numbers to quantify your contributions.
  7. Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.

To help you visualize this case study outline, check out this case study template, which can also be downloaded here.

Case study template with sample outline

Case study template with sample outline 2

When laying out your case study, focus on conveying the information you’ve gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

6. Publish and promote your case study.

Once you’ve completed your case study, it’s time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Gated Behind a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client’s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a “Case Studies” or “Testimonials” button along your homepage’s top navigation bar.

Business Case Study Examples

You drove the results, made the connect, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you’re left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. “New England Journal of Medicine,” by Corey McPherson Nash

Case study example on New England Journal of Medicine, by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that’s what they do. So in building the case study for the studio’s work on the New England Journal of Medicine’s integrated advertising campaign — a project that included the goal of promoting the client’s digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we’ve suggested — but really lets the visuals do the talking, allowing users to really absorb the studio’s services.

2. “Shopify Uses HubSpot CRM to Transform High Volume Sales Organization,” by HubSpot

Case study example on Shopify, by HubSpot

What’s interesting about this case study is the way it leads with the customer. That reflects a major HubSpot credo, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot, and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed-media. Yes, there is a short video, but it’s elaborated upon in the additional text on the page. So while your case studies can use one or the other, don’t be afraid to combine written copy with visuals to emphasize the project’s success.

3. “Designing the Future of Urban Farming,” by IDEO

Case study example on INFARM, by IDEO

Here’s a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — “The Challenge” and “The Outcome.”

Immediately, IDEO has communicated two of the case study’s major pillars. And while that’s great — the company created a solution for vertical farming startup INFARM’s challenge — it doesn’t stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. “Secure Wi-Fi Wins Big for Tournament,” by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard is able to do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

Showcase Your Work

You work hard at what you do. Now, it’s time to show it to the world — and, perhaps more important, to potential customers.

But before you show off the projects that make you the proudest, make sure you follow the important steps that will help ensure that work is effectively communicated, and leaves all parties feeling good about it.

case study creation kit - guide + template

The post How to Write a Case Study: Bookmarkable Guide & Template appeared first on Wicked Baron's Emporium.

How to Write a Case Study: Bookmarkable Guide & Template

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Writing a case study is a great way to do that.

Sure, you could say that you’re great at X, or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study.

What Is a Case Study?

A case study examines a person’s or business’s specific challenge or goal, and how they solved for it. Case studies can vary greatly in length and focus on a number of details related to the initial challenge and applied solution.

In professional settings, it’s common for a case study to tell the story of a successful business partnership between a vendor and a client.

Whether it’s a brief snapshot of your client’s health since working with you, or a long success story of the client’s growth, your case study will measure this success using metrics that are agreed upon by the client you’re featuring. Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company’s services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers. New Call-to-action

To help you arm your prospects with information they can trust, we’ve put together a step-by-step guide on how to create effective case studies for your business — as well as free case study templates for creating your own.

Want to learn as you write your case study? Listen to an audio summary of this post below.

Case Study Templates

How to Write a Business Case Study

1. Determine the case study’s objective and format.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives and take a few different forms.

Your first step when writing a case study is to determine the objective or goal of the subject you’re featuring, and the format in which you’ll create the case study. In other words, what will the client have succeeded in doing by the end of the piece? How will you tell this story?

Possible Case Study Objectives

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

  • Complying with government regulation
  • Lowering business costs
  • Becoming profitable
  • Generating more leads
  • Closing on more customers
  • Generating more revenue
  • Expanding into a new market
  • Becoming more sustainable or energy-efficient

Possible Case Study Formats

Case studies don’t have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest, and a video case study on your YouTube channel.

Here are some different case study formats to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they’ll know the partnership between you and your client was a genuine success.

2. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who’s well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they’re more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you’ve provided non-traditional customers — in industries that you don’t usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own — in some cases, having brand recognition can lead to 24.4X as much growth as companies without it.

Switchers

Customers that came to you after working with a competitor help highlight your competitive advantage, and might even sway decisions in your favor.

3. Reach out to your chosen subject.

To get the right case study candidate on board, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

It’s helpful to know what you’ll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick off the process with an email that runs through exactly what they can expect from you, as well as what is expected of them. To give you an idea of what that might look like, check out this sample email:

Case study permission email template for sending to a client or subject

You might be wondering, “What’s a Case Study Release Form?” or, “What’s a Success Story Letter?” Let’s break those down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

  • A clear explanation of why you are creating this case study and how it will be used.
  • A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
  • An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
  • A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you’ll want to be sure to define the following steps in the Success Story Letter.

The Acceptance

First, you’ll need to receive internal approval from the company’s marketing team. Once approved, the Release Form should be signed and returned to you. It’s also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you’ll want to ask the participant to complete a questionnaire prior to this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer’s experience with your product or service.

The Draft Review

After the case study is composed, you’ll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it’s best to contact the customer with a link to the page where the case study lives. Don’t be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results, but their impressive growth, as well.

4. Ensure you’re asking the right questions.

Before you execute the questionnaire and actual interview, make sure you’re setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

  • What are your goals?
  • What challenges were you experiencing prior to purchasing our product or service?
  • What made our product or service stand out against our competitors?
  • What did your decision-making process look like?
  • How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the “Golden Rule of Interviewing.” Sounds fancy, right? It’s actually quite simple — ask open-ended questions.

If you’re looking to craft a compelling story, “yes” or “no” answers won’t provide the details you need. Focus on questions that invite elaboration, such as, “Can you describe …?” or, “Tell me about …”

In terms of the interview structure, we recommend categorizing the questions and flow into six specific sections. Combined, they’ll allow you to gather enough information to put together a rich, comprehensive study.

The Customer’s Business

The goal of this section is to generate a better understanding of the company’s current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

The Need for a Solution

In order to tell a compelling story, you need context. That helps match the customer’s need with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions prior to this that did not work out? If so, what happened?

The Decision Process

Exploring how the customer arrived at the decision to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

The Implementation

The focus here should be placed on the customer’s experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

The Solution in Action

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

The Results

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

5. Lay out your case study outline.

When it comes time to take all of the information you’ve collected and actually turn it into something, it’s easy to feel overwhelmed. Where should you start? What should you include? What’s the best way to structure it?

To help you get a handle on this step, it’s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you’ll see in some of the examples we’ve included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below. Note: Even if you do elect to use a visual case study, it should still include all of this information, but presented in its intended format.

  1. Title: Keep it short. Focus on highlighting the most compelling accomplishment.
  2. Executive Summary: A 2-4 sentence summary of the entire story. You’ll want to follow it with 2-3 bullet points that display metrics showcasing success.
  3. About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
  4. Challenges and Objectives: A 2-3 paragraph description of the customer’s challenges, prior to using your product or service. This section should also include the goals or objectives the customer set out to achieve.
  5. Your method: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  6. Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company, and helped achieve its goals. Include numbers to quantify your contributions.
  7. Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.

To help you visualize this case study outline, check out this case study template, which can also be downloaded here.

Case study template with sample outline

Case study template with sample outline 2

When laying out your case study, focus on conveying the information you’ve gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

6. Publish and promote your case study.

Once you’ve completed your case study, it’s time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Gated Behind a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client’s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a “Case Studies” or “Testimonials” button along your homepage’s top navigation bar.

Business Case Study Examples

You drove the results, made the connect, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you’re left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. “New England Journal of Medicine,” by Corey McPherson Nash

Case study example on New England Journal of Medicine, by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that’s what they do. So in building the case study for the studio’s work on the New England Journal of Medicine’s integrated advertising campaign — a project that included the goal of promoting the client’s digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we’ve suggested — but really lets the visuals do the talking, allowing users to really absorb the studio’s services.

2. “Shopify Uses HubSpot CRM to Transform High Volume Sales Organization,” by HubSpot

Case study example on Shopify, by HubSpot

What’s interesting about this case study is the way it leads with the customer. That reflects a major HubSpot credo, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot, and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed-media. Yes, there is a short video, but it’s elaborated upon in the additional text on the page. So while your case studies can use one or the other, don’t be afraid to combine written copy with visuals to emphasize the project’s success.

3. “Designing the Future of Urban Farming,” by IDEO

Case study example on INFARM, by IDEO

Here’s a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — “The Challenge” and “The Outcome.”

Immediately, IDEO has communicated two of the case study’s major pillars. And while that’s great — the company created a solution for vertical farming startup INFARM’s challenge — it doesn’t stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. “Secure Wi-Fi Wins Big for Tournament,” by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard is able to do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

Showcase Your Work

You work hard at what you do. Now, it’s time to show it to the world — and, perhaps more important, to potential customers.

But before you show off the projects that make you the proudest, make sure you follow the important steps that will help ensure that work is effectively communicated, and leaves all parties feeling good about it.

case study creation kit - guide + template

Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.

Writing a case study is a great way to do that.

Sure, you could say that you’re great at X, or that you’re way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.

One of the best ways to prove your worth is through a compelling case study.

What Is a Case Study?

A case study examines a person’s or business’s specific challenge or goal, and how they solved for it. Case studies can vary greatly in length and focus on a number of details related to the initial challenge and applied solution.

In professional settings, it’s common for a case study to tell the story of a successful business partnership between a vendor and a client.

Whether it’s a brief snapshot of your client’s health since working with you, or a long success story of the client’s growth, your case study will measure this success using metrics that are agreed upon by the client you’re featuring. Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company’s services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers. New Call-to-action

To help you arm your prospects with information they can trust, we’ve put together a step-by-step guide on how to create effective case studies for your business — as well as free case study templates for creating your own.

Want to learn as you write your case study? Listen to an audio summary of this post below.

Case Study Templates

How to Write a Business Case Study

1. Determine the case study’s objective and format.

All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives and take a few different forms.

Your first step when writing a case study is to determine the objective or goal of the subject you’re featuring, and the format in which you’ll create the case study. In other words, what will the client have succeeded in doing by the end of the piece? How will you tell this story?

Possible Case Study Objectives

The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.

Your case study can focus on one of the following client objectives:

  • Complying with government regulation
  • Lowering business costs
  • Becoming profitable
  • Generating more leads
  • Closing on more customers
  • Generating more revenue
  • Expanding into a new market
  • Becoming more sustainable or energy-efficient

Possible Case Study Formats

Case studies don’t have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest, and a video case study on your YouTube channel.

Here are some different case study formats to consider:

Written Case Study

Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.

Video Case Study

Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.

Infographic Case Study

Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.

Podcast Case Study

Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they’ll know the partnership between you and your client was a genuine success.

2. Find the right case study candidate.

Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.

Product Knowledge

It helps to select a customer who’s well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.

Remarkable Results

Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they’re more likely to convey the enthusiasm that you want prospects to feel, too.

One part of this step is to choose clients who have experienced unexpected success from your product or service. When you’ve provided non-traditional customers — in industries that you don’t usually work with, for example — with positive results, it can help to remove doubts from prospects.

Recognizable Names

While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own — in some cases, having brand recognition can lead to 24.4X as much growth as companies without it.

Switchers

Customers that came to you after working with a competitor help highlight your competitive advantage, and might even sway decisions in your favor.

3. Reach out to your chosen subject.

To get the right case study candidate on board, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.

It’s helpful to know what you’ll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick off the process with an email that runs through exactly what they can expect from you, as well as what is expected of them. To give you an idea of what that might look like, check out this sample email:

Case study permission email template for sending to a client or subject

You might be wondering, “What’s a Case Study Release Form?” or, “What’s a Success Story Letter?” Let’s break those down.

Case Study Release Form

This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:

  • A clear explanation of why you are creating this case study and how it will be used.
  • A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
  • An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
  • A note about compensation.

Success Story Letter

As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you’ll want to be sure to define the following steps in the Success Story Letter.

The Acceptance

First, you’ll need to receive internal approval from the company’s marketing team. Once approved, the Release Form should be signed and returned to you. It’s also a good time to determine a timeline that meets the needs and capabilities of both teams.

The Questionnaire

To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you’ll want to ask the participant to complete a questionnaire prior to this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.

The Interview

Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer’s experience with your product or service.

The Draft Review

After the case study is composed, you’ll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.

The Final Approval

Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.

Once the case study goes live — on your website or elsewhere — it’s best to contact the customer with a link to the page where the case study lives. Don’t be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results, but their impressive growth, as well.

4. Ensure you’re asking the right questions.

Before you execute the questionnaire and actual interview, make sure you’re setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:

  • What are your goals?
  • What challenges were you experiencing prior to purchasing our product or service?
  • What made our product or service stand out against our competitors?
  • What did your decision-making process look like?
  • How have you benefited from using our product or service? (Where applicable, always ask for data.)

Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the “Golden Rule of Interviewing.” Sounds fancy, right? It’s actually quite simple — ask open-ended questions.

If you’re looking to craft a compelling story, “yes” or “no” answers won’t provide the details you need. Focus on questions that invite elaboration, such as, “Can you describe …?” or, “Tell me about …”

In terms of the interview structure, we recommend categorizing the questions and flow into six specific sections. Combined, they’ll allow you to gather enough information to put together a rich, comprehensive study.

The Customer’s Business

The goal of this section is to generate a better understanding of the company’s current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

The Need for a Solution

In order to tell a compelling story, you need context. That helps match the customer’s need with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions prior to this that did not work out? If so, what happened?

The Decision Process

Exploring how the customer arrived at the decision to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

The Implementation

The focus here should be placed on the customer’s experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

The Solution in Action

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

The Results

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

5. Lay out your case study outline.

When it comes time to take all of the information you’ve collected and actually turn it into something, it’s easy to feel overwhelmed. Where should you start? What should you include? What’s the best way to structure it?

To help you get a handle on this step, it’s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you’ll see in some of the examples we’ve included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.

Whether your case study is primarily written or visual, we recommend focusing on the seven-part outline, below. Note: Even if you do elect to use a visual case study, it should still include all of this information, but presented in its intended format.

  1. Title: Keep it short. Focus on highlighting the most compelling accomplishment.
  2. Executive Summary: A 2-4 sentence summary of the entire story. You’ll want to follow it with 2-3 bullet points that display metrics showcasing success.
  3. About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
  4. Challenges and Objectives: A 2-3 paragraph description of the customer’s challenges, prior to using your product or service. This section should also include the goals or objectives the customer set out to achieve.
  5. Your method: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  6. Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company, and helped achieve its goals. Include numbers to quantify your contributions.
  7. Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.

To help you visualize this case study outline, check out this case study template, which can also be downloaded here.

Case study template with sample outline

Case study template with sample outline 2

When laying out your case study, focus on conveying the information you’ve gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

6. Publish and promote your case study.

Once you’ve completed your case study, it’s time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas:

Gated Behind a Blog Post

As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client’s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a “Case Studies” or “Testimonials” button along your homepage’s top navigation bar.

Business Case Study Examples

You drove the results, made the connect, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you’re left with a little piece of sales enabling gold — a case study.

To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.

1. “New England Journal of Medicine,” by Corey McPherson Nash

Case study example on New England Journal of Medicine, by Corey McPherson Nash

When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that’s what they do. So in building the case study for the studio’s work on the New England Journal of Medicine’s integrated advertising campaign — a project that included the goal of promoting the client’s digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.

Notice that the case study does include some light written copy — which includes the major points we’ve suggested — but really lets the visuals do the talking, allowing users to really absorb the studio’s services.

2. “Shopify Uses HubSpot CRM to Transform High Volume Sales Organization,” by HubSpot

Case study example on Shopify, by HubSpot

What’s interesting about this case study is the way it leads with the customer. That reflects a major HubSpot credo, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot, and is accompanied by a short video and some basic statistics on the company.

Notice that this case study uses mixed-media. Yes, there is a short video, but it’s elaborated upon in the additional text on the page. So while your case studies can use one or the other, don’t be afraid to combine written copy with visuals to emphasize the project’s success.

3. “Designing the Future of Urban Farming,” by IDEO

Case study example on INFARM, by IDEO

Here’s a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — “The Challenge” and “The Outcome.”

Immediately, IDEO has communicated two of the case study’s major pillars. And while that’s great — the company created a solution for vertical farming startup INFARM’s challenge — it doesn’t stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.

4. “Secure Wi-Fi Wins Big for Tournament,” by WatchGuard

Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard is able to do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.

Showcase Your Work

You work hard at what you do. Now, it’s time to show it to the world — and, perhaps more important, to potential customers.

But before you show off the projects that make you the proudest, make sure you follow the important steps that will help ensure that work is effectively communicated, and leaves all parties feeling good about it.

case study creation kit - guide + template

How to Turn a Failed Startup Launch into a Success Story

We all make mistakes. Sometimes these errors are minor, but other times they are grave. You need to learn how to avoid these mistakes. Launching your own business is no easy task. As someone who has helped multiple startups to get off the ground, I know this process firsthand. Things don’t always go as planned. … Continue reading “How to Turn a Failed Startup Launch into a Success Story”

The post How to Turn a Failed Startup Launch into a Success Story appeared first on Wicked Baron's Emporium.

We all make mistakes. Sometimes these errors are minor, but other times they are grave. You need to learn how to avoid these mistakes. Launching your own business is no easy task. As someone who has helped multiple startups to get off the ground, I know this process firsthand. Things don’t always go as planned. … Continue reading “How to Turn a Failed Startup Launch into a Success Story”

The post How to Turn a Failed Startup Launch into a Success Story appeared first on Wicked Baron's Emporium.