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State of Proposals 2023

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Case Studies: Win More Proposals With These 9 Tips and Examples

9 Tips to Win More Proposals with Case Studies

If you’re not including case studies in your proposals, you’re missing out on a huge opportunity. When it comes to winning new work, sales case studies are more than the icing on the cake, they’re the proof that’s in the pudding.

During the preparation of the countless number of proposals I worked on during my years in the agency trenches (and sadly we had no Proposify back in those dark ages), inevitably someone would raise the question, “Do you think we should include case studies?”.

As if it were a choice.

My strong belief is that you should ALWAYS include sales case studies with your proposals, especially when going after new leads who don’t know your experience, ability, or successes.

The exception to this rule might be when you’re doing up a quick proposal as a formality for a new project with an existing client. But be careful. It can be easy to assume existing clients already know everything you do and have done, but often they only know you in the context of the work you’ve done for them already.

Proposals outline what you’re going to do for a client. Case studies prove that you can do it. 

Proposals outline what you’re going to do for a client. Case studies prove that you can actually do it. 

No matter how many times you claim to have “extensive experience”, without a case study to back it up, those words can be meaningless, and risky, to a new prospect.

Businesses are often resistant to including proposal case studies because it’s more work to create them on top of everything else, especially when you’re in the time-sensitive throes of preparing a proposal.

The key is to stop seeing case studies as optional and instead view them as an essential selling tool; the tool that just might be the tipping point between you and competition.

Here at Proposify, we've seen a really good return from featuring case studies on our site:

Proposal case studies don’t have to be complicated; they just have to be convincing.

Here’s a simple guide to creating compelling case studies that close deals. You can expand on these to make your particular case studies more elaborate if you like, but as long as you have the basics, it should do the trick.

1. Develop sales case studies before you need them

I admit I have groaned at the thought of doing up case studies when we’re T-minus zero trying to get a proposal out the door. But the trick is to have them ready to go BEFORE you need them in a crisis.

Assign case study writing to your team as a proper internal project and start developing them between proposals.

It will be a lot easier if you’re regularly doing debriefs with clients after each project to see how things went and then following up a few months down the road to track results. This way you’ll already have source material to work with plus compelling stats that make your case studies stand out.

You can customize them to fit the particular need of each proposal once the time comes, but at least you won’t be running around trying to decide which projects to do, getting permission from clients, writing the copy, getting approval, hunting down images, and designing them all at the last minute.

2. Make them representative and recent

When deciding on which projects to turn into case studies, make sure they represent the range of your services. That way you have case studies ready to go that reflect all the types of projects you might be bidding on in a proposal.

Ideally, you have a couple of case studies for each service and main industry but if you can focus on having at least one good, results-driven case study for each area of your business offering then you’re covered.

Also, make sure each case study is fairly recent. Technology, markets, and industries change quickly, so you want to be sure you’re demonstrating that you’re relevant, leading edge, and in demand.

Depending on the industry and service two years, three tops is a good life cycle for a case study.

3. Get client permission

Once you have your list of projects you want to feature as case studies, the first thing you should do before actually going to work on them is to get permission from the client to feature their company.

Some clients don’t want their business challenges or practices talked about publicly for a variety of reasons. Issues related to liability, privacy, and competition can make clients a little shy of the spotlight.

Government clients can be hesitant about case studies, but sometimes they’ll work with you to omit sensitive details so you still get a solid case study that makes everyone happy.

For other clients, case studies can be a great way to promote their business. You can let them know the case studies will be featured on your website and blog in addition to being included in proposals.

Since you’re only going to feature projects that had a positive outcome, clients will be happy to be seen as “successes”. It makes them look smart for choosing the right solution, and they get to show off their good results.

4. Get a client testimonial

You can say all you want about how great your work was for Client X but a direct quote from Client X, about how awesome it was to work with your company or how their business improved as a result of your solution is GOLD.

Ask your client for a quote on the project you’re highlighting and make it as simple as possible for them respond. It’s helpful if you give them some direction, but you want to be careful that they don’t feel you’re putting words in their mouth. Sometimes a client will prefer to have you to write it for them, and then they tweak and approve it. You can offer that as an option to make it easier for them.

If you can, get a couple of quotes related to different aspects of the project that way you can mix and match depending on what you need for the proposal. You can make this easier by giving the client some framework for their testimonials by asking them questions like:

• What was it like working with the team at our agency? Did you find the process simple? Did you find people knowledgeable? Easy to work with? Flexible?
• What kind of benefits have you seen in your business since we did X project for your company?
• Would you work with us again? Why?

Here at Proposify, we book calls with our customers to get their feedback and we use this information as the basis for our proposal case studies. 

We like the direct contact with our customers and it’s sometimes an easier way to get information from them compared to waiting for a response to an email when they’re super busy. Plus it allows us to get quotes that sound like they’re from real humans as we use their owns words. 

We usually asks these five questions:

• What made you try Proposify?
• What was your ‘a-ha!’ moment to sign up for a paid account?
• Has Proposify improved your sales?
• Does using Proposify influence your close rate?
• Was there a situation where Proposify saved the day? Or helped you out?

We record the call so the content team can listen to it later and transform the conversation into a case study that we'll feature on our website and promote through social media. Check out some of our business case study examples on our site.

Obviously, you’ve picked this client because you already know these types of questions are going to prompt positives answers. Depending on how complete the answers are you may need to edit the testimonials a bit and if you do, be sure to send them back to the client for their approval.

5. Tell a story

When it comes to writing a case study, lead your reader on the journey of the project and keep it focused on the client. Don’t just say, “We built a new website for Bob’s Burgers because the other one was really out of date and not responsive.”

Tell a story that includes the following elements:

Background: Briefly introduce the company, what they do, their industry. It gives some context for the reader.  

The Challenge: Why did the client come to you? What problem were they looking to solve? What issues were they facing in their industry that made them reach out? Why did they choose your company to help them? Be careful that you don’t paint your client or their business in too negatively when describing their challenges.  

The Approach : What did your team do to address the problem? What was the process you went through to come up with that solution? Why did you decide that solution was the right one?

The Result: Explain the results your solution delivered to the client, whether anecdotally or even better with hard numbers if you have them. How it made life better for them, how it helped them achieve their goals, solved their challenge, and how they are now positioned for a successful future. RESULTS ARE CRITICAL. If you can’t demonstrate positive results, don’t include the case study. Results are everything.  

In fact, we put results front and centre by including them in our case study headlines.

I find breaking a case study down into these chunks makes it less daunting to prepare, giving you a clear framework to follow.

6. Keep the format simple

There are lots of different formats for case studies. I like my case studies to be concise (one page TOPS, including images), easy to skim, and easy to determine the result of the project.

You don’t have to literally use the subheads of background, challenge, approach and results but like blog post subheads, it makes the whole thing easier to read and they get right to the point.

Just like your proposal, the client is likely skimming everything but the pricing page so make it easy for them to get the important juicy bits you want to drive home.

7. Use beautiful images or video

Include images of your work in your case study and for the love of PNG, make sure they are high res and LOOK GOOD.

If the project is non-visual like strategy, design a sharp-looking infographic that demonstrates some aspect of the project, like the results or something related to the client’s business.

Where appropriate show before and after shots but again tread carefully in this area. While it can illustrate how far the company has come and the awesome work you did for them, you want to be sure the company is not made to look bad.

To make your testimonial even more powerful, include a video clip in your proposal of the client talking about the project. Online proposal software like, oh, I don’t know...Proposify?...lets you seamlessly add videos to your proposal. But just like images, make sure the video quality is good, the sound is clear, and the whole thing is professionally shot and edited.

8. Customize case studies to your proposal

The question often falls to “how many case studies should we include?”. I think three is plenty and you can always direct the reader to the portfolio/work/customers section of your website for more (you do have a portfolio section on your site, right?).

The case studies you include should correspond to the needs of your prospect for the particular proposal. Maybe it’s a client who had a similar challenge or who experienced benefits from a similar solution that you’re proposing.

Take the time to review each case study before including it in a proposal to find ways to tailor it to help demonstrate to your sales lead that you have experience solving their particular challenge and you know how to deliver.

For example, if your prospect is looking for a new website that’s responsive with an e-commerce solution and requires copywriting, don’t just send them a case study about how you built a kick-ass website. Make sure it demonstrates all those services.

9. Practice plain language

As with anything you write, be sure to follow the rules of plain language writing.  Don’t use jargon, be concise, be straightforward, be positive, avoid the passive voice, and if you need to use technical terms or acronyms, include explanations. Don’t assume your client knows what CSS is.

Case studies are the best way to put the walk in the talk of your proposals. They can help build trust with a prospect with whom you don’t yet have a relationship.

They don’t have to be long, complicated, or with earth-shattering results for the biggest brands in the land. They just need to demonstrate that you can do what you say you do and when it comes right down to it, that’s all a client really wants to know.

Director of Communications @proposify. Channeling Maria Von Trapp, Queen Elizabeth II, and my taxi-driving, yard-sale-obsessed grandmother. Professional word nerd and unapologetic disciple of the Oxford comma. Connect on LinkedIn

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• Project planning |
• 6 steps for writing a persuasive projec ...

6 steps for writing a persuasive project proposal

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives, and goals. Your project proposal should summarize your project details and sell your idea so stakeholders buy in to the initiative. In this guide, we’ll teach you how to write a project proposal so you can win approval and succeed at work.

All projects have creation stories, but they don’t start with someone declaring, “Let there be resources!” To move forward with a project, teams must submit a proposal to decision-makers within their organization or to external stakeholders. 

What is a project proposal?

A project proposal is a written document outlining everything stakeholders should know about a project, including the timeline, budget, objectives , and goals. Your project proposal should summarize your project details and sell your idea so stakeholders feel inclined to get involved in the initiative.

The goal of your project proposal is to:

Secure external funding

Allocate company resources to your project

Gain stakeholder buy-in

Build momentum and excitement

Project proposals vs. project charters vs. business cases

Project proposals and project charters serve different purposes in the project creation process, and it’s important to understand the difference between the two. While a project proposal takes place in the initiation phase of the project, the project charter takes place in the planning phase. 

As mentioned above, a project proposal is a persuasive document meant to convince stakeholders why the project should be carried out. A project charter is a reference document that defines project objectives, and it can’t be created until the project proposal is approved.

People also confuse the business case with the project proposal, but the business case also comes after the proposal. Once the project is approved through a proposal, a business case may be used to secure additional funding for the project.

Types of project proposals

There are six types of proposals you may encounter as a project manager, and understanding the different formats can be useful as you write yours. Each type has a different goal.

Solicited: You’ll send solicited proposals in response to a Request for Proposal (RFP). An RFP announces a project in detail and asks for bids from qualified teams. Because you’re competing against other companies for this type of proposal, you must do thorough research and write persuasively.

Unsolicited: You’ll send unsolicited proposals without an RFP, meaning no one asked for your proposal. In this case, you won’t be up against other companies or teams, but you’ll still need to be persuasive because you have no knowledge of whether the stakeholder you’re pitching to needs you.

Informal: You may have a client send you an informal request for a project proposal, in which case you can respond with your project pitch. Because this isn’t an official RFP, the rules are less concrete.

Renewal: You’ll send renewals to existing clients in hopes that they’ll extend their services with your organization. In this type of project proposal, the goal is to emphasize past results your team has produced for the client and persuade them you can produce future results.

Continuation: You’ll send continuations as a reminder to a stakeholder letting them know the project is beginning. In this project proposal, you’ll simply provide information about the project instead of persuading the stakeholder.

Supplemental: Similar to a continuation proposal, you’ll send a supplemental proposal to a stakeholder already involved in your project. In this type of proposal, you’re letting the stakeholder know the project is beginning, while also asking for additional resources. You should persuade the stakeholder to contribute more to the project in this proposal.

The tone of voice and content of your project proposal will differ based on the type of proposal you’re sending. When you know your project goals, you can write your proposal accordingly.

How to write a project proposal

These step-by-step instructions apply to most project proposals, regardless of type. You’ll need to customize your proposal for the intended audience, but this project proposal outline can serve as a reference to ensure you’re including the key components in your document. 

1. Write an executive summary

The executive summary serves as the introduction to your project proposal. Similar to a report abstract or an essay introduction, this section should summarize what’s coming and persuade the stakeholder to continue reading. Depending on the complexity of your project, your executive summary may be one paragraph or a few paragraphs. 

Your executive summary should include:

The problem your project plans to solve

The solution your project provides for that problem

The impact your project will have 

You should only address these items briefly in your executive summary because you’ll discuss these topics in more detail later in your proposal. 

2. Explain the project background

In this section, you’ll go into the background of the project. Use references and statistics to convince your reader that the problem you’re addressing is worthwhile.

Some questions to include are:

What is the problem your project addresses?

What is already known about this problem?

Who has addressed this problem before/what research is there?

Why is past research insufficient at addressing this problem?

You can also use this section to explain how the problem you hope to solve directly relates to your organization. 

3. Present a solution

You just presented a problem in the project background section, so the next logical step in proposal writing is to present a solution. This section is your opportunity to outline your project approach in greater detail. 

Some items to include are:

Your vision statement for the project

Your project schedule , including important milestones

Project team roles and responsibilities  

A risk register showing how you’ll mitigate risk

The project deliverables

Reporting tools you’ll use throughout the project

You may not have all these items in your proposal format, but you can decide what to include based on the project scope . This section will likely be the longest and most detailed section of your proposal, as you’ll discuss everything involved in achieving your proposed solution. 

4. Define project deliverables and goals

Defining your project deliverables is a crucial step in writing your project proposal. Stakeholders want to know what you’re going to produce at the end of your project, whether that’s a product, a program, an upgrade in technology, or something else. As the stakeholder reads through your vision, this will be the section where they say, “Aha, this is what they’ll use my resources for.”

When defining your deliverables, you should include:

The end product or final objective of your project 

A project timeline for when deliverables will be ready

SMART goals that align with the deliverables you’re producing

While it’s important to show the problem and solution to your project, it’s often easier for stakeholders to visualize the project when you can define the deliverables.

5. List what resources you need

Now that you’ve outlined your problem, approach, solution, and deliverables, you can go into detail about what resources you need to accomplish your initiative.

In this section, you’ll include:

Project budget : The project budget involves everything from the supplies you’ll need to create a product to ad pricing and team salaries. You should include any budget items you need to deliver the project here.

Breakdown of costs: This section should include research on why you need specific resources for your project; that way, stakeholders can understand what their buy-in is being used for. This breakdown can also help you mitigate unexpected costs.

Resource allocation plan : You should include an overview of your resource allocation plan outlining where you plan to use the specific resources you need. For example, if you determine you need $50,000 to complete the project, do you plan to allocate this money to salaries, technology, materials, etc.

Hopefully, by this point in the proposal, you’ve convinced the stakeholders to get on board with your proposed project, which is why saving the required resources for the end of the document is a smart strategic move.

6. State your conclusion

Finally, wrap up your project proposal with a persuasive and confident conclusion. Like the executive summary, the conclusion should briefly summarize the problem your project addresses and your solution for solving that problem. You can emphasize the impact of your project in the conclusion but keep this section relevant, just like you would in a traditional essay. 

Tips for writing an effective project proposal

Following the steps listed above will ensure your project proposal has all the right elements. But if you want to impress your readers and win their approval, your writing must shine. In addition to the above, a project proposal includes:

Know your audience

As you write your proposal, keep your audience (i.e. the stakeholders) in mind at all times. Remember that the goal of the proposal is to win your audience over, not just to present your project details. For example, if you’re creating a new editing tool for a children’s publishing house, can you determine whether your stakeholders are parents and appeal to their emotional side when persuading them to buy in to your product?

Be persuasive

Persuasion is important in a project proposal because you’re hoping your audience will read your proposal and do something for you in return. If your reader isn’t intrigued by your project, they won’t feel inclined to help you. If you describe your editing tool but don’t mention the many features it will offer, how it will benefit clients, and its positive impact in the industry, your audience will wonder, “Why should I care about this project?” 

Keep it simple

While you should go into detail on your problem, approach, and solution, you shouldn’t make your project proposal overly complex. This means you can discuss the project plan for your proposed editing tool without discussing what codes the engineers will use to make each feature work. 

Do your research

A successful project proposal includes thorough research. Be prepared to back up your problem—and solution—with reputable sources, case studies, statistics, or charts so you don’t leave your audience with questions. When writing your proposal, put yourself in the reader’s shoes and ask:

Why is this a problem?

How is this a solution to the problem?

Has anyone addressed this problem before?

What are the project costs?

If you can answer these questions, then you’ve likely done enough research to support your proposed initiative.

Use project management tools to strengthen your project proposal

Good project proposals require team collaboration . With the right management tools, your team can communicate, share information, and work together on one shared document. 

When you store all your project information in one place, it’s easy to access that data when you need it. Project proposals stem from well-organized and properly planned projects, which is why project management software is a key resource to effectively write a project proposal. Ready to get started? Try Asana .

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Cost control: How to monitor project spending to increase profitability

• Project Management

Top 15+ Project Management Case Studies with Examples 2024

Home Blog Project Management Top 15+ Project Management Case Studies with Examples 2024

Having worked for more than 9 years in the dynamic field of project management, I would strongly refer to real-world case studies as invaluable resources for both budding and experienced professionals. These case studies provide critical insights into the challenges and triumphs encountered in various industries, illustrating the application of project management principles in practical scenarios.   I have curated the project management case studies as a part of this article in such a way that it delves into a selection of compelling case studies, ranging from the healthcare sector to infrastructure and technology. Each case study is a testament to the strategic planning, adaptability, and innovative problem-solving skills necessary in today's fast-paced business environment. These narratives not only highlight past successes but also offer guidance for future projects, making them essential tools for anyone eager to excel in project management.

What is Case Study?

A case study refers to an in-depth examination of a specific case within the real-world context. It is a piece of content that sheds light on the challenges faced, solutions adopted, and the overall outcomes of a project. To understand project management case studies, it is important to first define what a project is . A project is a temporary endeavor with a defined beginning and end, aimed at achieving a specific goal or objective. Case studies are generally used by businesses during the proposal phase. However, they are also displayed on the websites of companies to provide prospects with a glance at the capabilities of the brands. It can even serve as an effective tool for lead generation. In simple words, case studies are stories that tell the target audience about the measures and strategies that the organization adopted to become successful.

What is Project Management Case Study?

A project management case study is a piece of content that highlights a project successfully managed by the organization. It showcases the challenges that the organization faced, the solutions adopted, and the final results. Keep reading in order to explore examples of successful project management case studies.

Top 15 Project Management Case Studies and Examples 

Are you looking for some project management case study examples? If yes, here are some of the best examples you can explore. Let’s dive in! Before diving in, here is the list of top 15 project management case studies: 

• Mavenlink Helps Improve Utilization Rates by 15% for BTM Global
• Boncom Reduces Billing Rate Errors by 100%
• whyaye! Reaches 80% Billable Utilization
• Metova Increases Billable Utilization by 10%
• Appetize Doubles Length of Forecasting Outlook
• RSM Improves Client Satisfaction and Global Business Processes
• CORE Business Technologies Increases Billable Utilization by 35%
• Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery
• Optimus SBR Improves Forecasting Horizon by 50%
• PlainJoe Studios Increases Projects Closing Within Budget by 50%
• RPI Consultants Decreases Admin Time by 20%
• CBI's PMO Increases Billable Utilization By 30%
• Butterfly Increases Billable Time by 20%
• TeleTracking Increases Billable Utilization by 37%
• Taylors Improves Utilization Rates by 15%
• Hospital El Pilar improves Patient Care With implementing Disciplined Agile
• British Columbia’s Ministry of Technology and Infrastructure (MoTI)

1. Mavenlink Helps Improve Utilization Rates by 15% for BTM Global

The case study is all about how Mavenlink helped BTM Global Consulting to save hours of work and enhance utilization with resource management technology. BTM Global Consulting offers system development and integration services to diverse clients. The challenges that the company faced were that tools like Netsuite OpenAir and Excel spreadsheets were not able to meet the customization needs as the company grew. It impacted their overall productivity.

BTM Global saw the following benefits: 

• 15% increase in utilization for project managers
• 10% increase in companywide utilization
• 4-hour resource allocation work reduced to 10 minutes
• 100% Company-wide time tracking adoption

In order to overcome the challenge, the solution they adopted was to switch to Mavenlink. The result was that it increased the utilization of the company by 10% and enhanced project manager utilization by 15%. It also reduced resource allocation work from 4 hours to just 10 minutes.

2. Boncom Reduces Billing Rate Errors by 100% With Mavenlink

Boncom is an advertising agency that collaborates with different purpose driven brands to create goods worldwide. The challenge was that the company relied on several-point solutions for delivering client-facing projects. However, the solutions failed to offer the required operational functionality. An ideal solution for Boncom was to adopt Mavenlink. The result was that the billing rate error got reduced by 100%. Accurate forecasting became possible for Boncom, and the company could generate reports in much less time.

3. whyaye! Reaches 80% Billable Utilization with Mavenlink

Here are the top benefits whyaye got: 

• 6% increase in utilization
• Tripled company size
• Doubled in number of new clients every quarter
• Support through constant business scaling

whyaye is a digital transformation consultancy delivering IT transformation solutions to businesses operating in diverse sectors. The challenge was that whyaye used to manage resources and projects using tools such as emails, PowerPoint, and Microsoft Excel. However, with the growth of the company, they were not able to access project data or gain insights for effective management of the projects . The ultimate solution to this challenge was to make a switch to Mavenlink. The result was an increase in the utilization by 6%, doubling of new clients, tripling of the company size, and seamless support through business growth.

4. Metova Increases Billable Utilization by 10% With Mavenlink

If you are looking for a project planning case study, Metova can be the right example. Metova is a technology firm, a Gold Partner of Microsoft, and an advanced consulting partner of AWS. The challenge was that the company handled several projects at a time. However, its heavy dependence on tools like Google Sheets limited the growth capabilities of the organization. So, the company looked for a solution and switched to Mavenlink. The result was that it was able to increase its billable utilization by 10%, increase its portfolio visibility, and standardize its project management process.

5. Hospital El Pilar improves Patient Care With implementing Disciplined Agile

If you are looking for an example of one of the best hospital related project management case studies, then Hospital El Pilar can be the ideal one. Hospital El Pilar is a private hospital in Guatemala City, Guatemala, that provides comprehensive care to patients in various medical specialties. The challenge was that the hospital’s application development team faced several obstacles in managing and delivering projects, such as unclear priorities, a lack of visibility, little interaction with users, and competing demands. The solution that the team adopted was to use Disciplined Agile® (DA™), a flexible and pragmatic approach to project management that optimizes the way of working (WoW). The result was improved project outcomes, increased user satisfaction, greater transparency, and more trust from stakeholders and customers.

6. British Columbia’s Ministry of Technology and Infrastructure (MoTI) gets its principal corridor for transportation up in 35 days

Reconnecting Roads After Massive Flooding (2022) is a case study of how the British Columbia Ministry of Transportation and Infrastructure (MoTI) used a project management approach based on the PMBOK® Guide to restore critical routes after a catastrophic weather event. It is one of the examples of successful project management case studies you can look into. The challenge was that an atmospheric river caused severe flooding, landslides, and bridge collapses, cutting off the lower mainland from the rest of Canada2. The solution was to prioritize the reopening of Highway 5, the principal corridor for transportation of goods and people, by creating scopes, work breakdown structures, and schedules for each site3. The result was that Highway 5 was reopened to commercial traffic in 35 days, despite additional weather challenges and risks4. The construction project management case study we discussed demonstrated the benefits of flexibility, collaboration, and communication in emergency response.

7. Appetize Doubles Length of Forecasting Outlook with Mavenlink

Here the the benefits Appetize got with Mavenlink: 

• Forecasting horizon increases to 12 weeks
• Management of 40+ major projects per quarter
• Support for rapid companywide scaling
• Salesforce integration supports project implementation

Appetize is one of the leading cloud-based points of sale (POS), enterprise management, and digital ordering platform that is trusted by a number of businesses. The challenge of the company was that its legacy project tracking systems were not able to meet the growing needs of the company. They experienced growth and manual data analysis challenges. The solution they found was to switch to Mavenlink. The result was an increase in the forecast horizon to 12 weeks, support for effective companywide scaling, easy management of over 40 major projects, and Salesforce integration for project implementation.

8. RSM Improves Client Satisfaction and Global Business Processes with Mavenlink

RSM is a tax, audit, and consulting company that provides a wide array of professional services to clients in Canada and the United States. The challenge of the company was that its legacy system lacked the necessary features required to support their work- and time-intensive projects and delivered insights relating to the project trends. An ideal solution to this challenge was to switch to Mavenlink. The result was better to risk mitigation in tax compliance, improved client-team communication, templatized project creation, and better use of the KPIs and project status.

9. CORE Business Technologies Increases Billable Utilization by 35% with Mavenlink

Here are the top benefits CORE Business Technologies got with Mavenlink: 

• Simultaneous in-progress projects doubled
• 100% company-wide time entry compliance
• 35% Increase in Billable Utilization
• 50% Increase in Team Productivity

Another top project management case study is the Core Business Technologies. CORE Business Technologies is a reputed single-source vendor self-service, in-person, and back-office processing to the clients. It offers SaaS-based payment solutions to clients. The challenge faced by the company was that its tools like spreadsheets, Zoho, and Microsoft Project led to a hectic work schedule owing to a huge number of disconnected systems. The solution to the challenge was to switch to Mavenlink. The result was the enhancement of team productivity by 50%, time entry compliance by 100%, and enhancement of the billable utilization rate by 35%.

Discover the leading KnowledgeHut's Project Management Courses:

10. Client Success: Health Catalyst Improves Business Processes and Increases Consistency in Project Delivery with Mavenlink

Here are the top benefits Health Catalyst saw with Mavenlink:   

• Consistency in Successful Project Delivery 
• Improved Interdepartmental Communication 
• Deeper Resource Data Insights 
• Stronger Resource Forecasting

Health Catalyst is a company that delivers data and analytics services and technology to different healthcare organizations. The firm provides assistance to technicians and clinicians in the healthcare sector. The challenge of the company was that the tools like Intacct and spreadsheets that is used for project management were not able to provide the required data insights and clarity for better project management. It also limited effective resource management. The solution was to embrace Mavenlink. The result was better resource forecasting, enhanced interdepartmental communication, consistency in project delivery, and better resource data insights .

11. Client Success: Optimus SBR Improves Forecasting Horizon by 50% with Mavenlink

Optimus SBR is a leading professional service provider in North America. It offers the best results to companies operating in diverse sectors, including healthcare, energy, transportation, financial services, and more. The challenge was that legacy software tools that the firm used gave rise to project management issues. The company was not able to get a real-time revenue forecast or gain insights into its future financial performance. The solution that the company adopted was to switch to Mavenlink. The result was better data-driven hiring decisions, efficient delivery of remote work, and enhancement of the forecasting horizon by 50%.

12. Client Success: PlainJoe Studios Increases Projects Closing Within Budget by 50% With Mavenlink

Here are the benefits how Mavenlink helped PlainJoe: 

• Improved data insights for project success
• Enablement of fast shift to remote work
• Improved budgeting
• Increased rates in billing

PlainJoe Studios is an experimental design studio that focuses on digitally immersive and strategic storytelling. The company has a team of strategists, architects, and problem solvers to create value for the clients. The challenge of the company was that the manual processing of the company affected its ability to grow and manage the diverse project effectively. They lacked clarity about their project needs and profitability. The solution to deal with the challenge was to switch to Mavenlink. The result was an enhancement in the billing rates by 15%, better project closing within budget by 50%, better data insights for the success of different projects, and a faster shift to remote work.

13. Client Success: RPI Consultants Decreases Admin Time by 20% With Mavenlink

If you are looking for an example of one of the best software project management case studies, then RPI Consultants can be the ideal one. RPI Consultants offer expert project leadership and software consulting services for enterprise-level implementation of solutions and products. The challenge was that the task management solutions adopted by the company gave rise to a number of complications. It resulted in poor interdepartmental transparency and time-consuming data entry. The ultimate solution that the company embraced was to switch to Mavenlink. The result was a rise in the utilization rate by 5%, lowing of admin time by 20%, better forecasting and resource management, and a single source for gaining insights into the project data.

14. Client Success: CBI's PMO Increases Billable Utilization By 30% With Mavenlink

CBI is a company that is focused on protecting the reputations, data, and brands of its clients. The challenge that the company faced was that the solutions used were unable to meet the growing needs of the organization. The systems were outdated, data sharing was not possible, and time tracking was inconsistent. The solution to the challenge was to switch to Mavenlink. The result was better interdepartmental alignment, enhancement of time tracking to support business growth, an increase in the billable utilization rate by 30%, and detailed insights for a greater success of the projects.

15. Client Success: Butterfly Increases Billable Time by 20% with Mavenlink

Butterfly is a leading digital agency that provides digital strategy, website design and development services, and ongoing support to businesses across Australia. The challenge was that the different legacy systems used by the agency limited its capability of effective project management and reporting. The systems were time consuming and cumbersome. In order to deal with the challenge, the solution was to make a switch to Mavenlink. The result was the enhancement of billable time by 20%, fast reporting insights, enhancement of productive utilization by 16%, and better Jira integration.

16. Client Success: TeleTracking Increases Billable Utilization by 37% With Mavenlink

TeleTracking Technologies is a leading provider of patient flow automation solutions to various hospitals in the healthcare sector. The challenge of the company was that it used different systems such as Microsoft Excel, Sharepoint, MS Project, Jira, and Netsuite. The use of a variety of solutions created a number of challenges for the company. It had poor forecasting capability, an insufficient time tracking process, and unclear resource utilization. The solution was to switch to Mavenlink. The result was the enhancement of time tracking compliance by 100%, rise in hours to date by 18%, and enhancement of billable utilization by 37%.

17. Client Success: Taylors Improves Utilization Rates by 15% with Mavenlink

This is a perfect example of a construction project management case study. Taylor Development Strategists is a leading civil engineering and urban planning organization in Australia. The challenge that the company faced was that the systems that it used were not able to support the growth of the business. There were a lot of inefficiencies and limitations. The solution to the challenge was to switch to Mavenlink. The result was better global collaboration, an increase in the utilization rate by 15%, consistency of timesheet entry, and in-depth insights relating to utilization and project targets.

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Start Creating Your Project Management Case Study

Not that you have a detailed idea about project management case studies, it is time to prepare your own. When doing the project management case study exercise, make sure to focus on covering all the important elements. Clearly stating the challenges and the solutions adopted by the company is important. If you want to get better at project management, getting a PMP Certification can be beneficial.

Case Study Best Practices and Tips 

• Involve your clients in the preparation of the case study. 
• Make use of graphs and data. 
• Mix images, texts, graphs, and whitespace effectively.

Project Management Case Study Template 

To create a well-crafted and highly informative case study template in the realms of project management, you should start by providing a brief overview of the client's company, focusing on its industry, scale, and specific challenges. Follow with a detailed section on the challenge, emphasizing the unique aspects of the project and obstacles faced. Next, you might want to describe the solution implemented, detailing the strategies, methodologies, and tools used. Then, you would need to present the results, quantifying improvements and highlighting objectives achieved. Finally, please conclude the case study with a summary, encapsulating key takeaways and emphasizing the project's success and its implications for future endeavors. By following this structure, you can present a comprehensive yet concise analysis that is ideal for showcasing project management expertise and insights. You can also refer to the template for crafting a better case study on project management – Template for writing case studies .

By now, you must have gained a comprehensive knowledge of preparing a project management case study. This article elaborately explains the significance of real life project management case studies as vital tools for demonstrating a company's expertise in handling complex projects. These case studies, showcasing real-world scenarios, serve as compelling evidence of a firm's capability to navigate challenges and implement effective solutions, thereby boosting confidence in potential clients and partners. They are not only a reflection of past successes but also a lighthouse guiding future project endeavors in the discipline of project management within the fields of construction, pharmacy, technology and finance, highlighting the importance of strategic planning, innovation, and adaptability in project management. If you are aspiring to excel in this field, understanding these case studies is invaluable. However, you would also need to learn from project management failures case studies which would provide a roadmap to mastering the art of project management in today's dynamic business landscape.

Frequently Asked Questions (FAQs)

In order to write a project management case study, keep everything brief but mention everything in detail. Make sure to write it with clarity and include graphs and images. 

A project study must include information about the client, how your company helped the client in resolving a problem, and the results.

The best-case studies on project management have been listed above. It includes BTM Global, Butterfly, Boncom, and more.

Kevin D.Davis

Kevin D. Davis is a seasoned and results-driven Program/Project Management Professional with a Master's Certificate in Advanced Project Management. With expertise in leading multi-million dollar projects, strategic planning, and sales operations, Kevin excels in maximizing solutions and building business cases. He possesses a deep understanding of methodologies such as PMBOK, Lean Six Sigma, and TQM to achieve business/technology alignment. With over 100 instructional training sessions and extensive experience as a PMP Exam Prep Instructor at KnowledgeHut, Kevin has a proven track record in project management training and consulting. His expertise has helped in driving successful project outcomes and fostering organizational growth.

Avail your free 1:1 mentorship session.

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Must-Have Case Study Proposal Templates With Examples And Samples

Umang Malhotra

Case study proposals are imperative for the growth and development of an organization. A case study proposal outlines the achievements or success of a company’s service, product, or project and serves as an instance for the target audience and clients. It helps clients understand how your company has achieved its goals via real examples.

While case study proposals are lucrative, they are also an essential asset for the sales team. These proposals are based on real incidents that help leverage a company’s relationship with its existing clientele and help acquire new clients as well.

However, case study proposals must be easy to understand, and crafting them can take up more time than one expects. What if you had access to some of the best case study proposal templates that you just have to download and edit?

Our case study proposal templates are tools that aid in sales collateral and propose your services and products case study with ease. These presentations reduce the burden on the staff and help the company focus on its goals while being able to harness editable templates developed by SlideTeam.

Using them, you can showcase the experience your company has as well as its success stories via real examples. Our templates will increase your chances of landing a deal with the clientele you have been eyeing.

Explore our top case study proposal templates and grab the ones perfect for you!

Template 1: Customer Case Study Proposal Powerpoint Slide

Do you require a fresh approach to presenting case studies during client meetings? Do you wish to wow your coworkers with a polished presentation? Then look no further than our customer case study proposal deck! Using it, you can quickly and easily produce amazing presentations that will leave an impression on your audience. Business professionals can impress stakeholders and close more business deals.

Download Now!

Template 2: Project Overview for Customer Case Study PPT Template

Introducing another PPT Set that highlights how a customer case study in project management tells the success story of how well a business managed a particular customer project. Present this template to your clients as well as employees, informing them of what you propose for creating a case study along with the deliverables. Deliverables like custom interview guides, customer survey reports, written content for case studies, design services, and project management could be simply demonstrated along with the requirements of the customer.

Template 3: Presenting Case Study Methods PPT Template

To build or present any case study to your consumer base, it is important to state your case study methods deployed to create them. This content-ready template is perfect for you to exhibit the case study methods you have imbibed in crafting one. Present how illustrative, exploratory, and cumulative your case study proposal is.

Template 4: Customer Case Study with Phases and Timeline PPT Template

Timelines, successful presentation & development of customer case studies go hand in hand. Deploy this PPT Theme and just fill in the phases, milestones, descriptions, and project timeframes, and you are all set to go. Grab this right away and not only exhibit your customer case study in a persuasive way but also keep your entire team on the same page.

Template 5: Joint Accountabilities of Customer Case Study PPT Template

Utilize this PPT template and exhibit the joint responsibilities involved in the development of a customer case study. Commitments that need to be fulfilled by the companies during a project and commitments that need to be fulfilled by the client to make sure every detail is provided can all be exhibited through this PPT Slide.

Template 6: Investment Incurred for Case Study PPT Template

An important question that comes to the mind of the audience while reviewing a case study is the cost incurred in accomplishing one. Use this PPT Layout and jot down the services included and the cost incurred in offering them. People would relate to the success of your customer case study more if everything is specified simply than direct observations.

Template 7: Case Study PPT Template

Case studies are essential for garnering clients' buy-in through a sales cycle since they present actual instances of successful customer results and outlook. This template's case study format design will assist you in presenting the challenges you faced, the solutions you deployed, and the results you wanted.

Template 8: Case Study for Digital Transformation Proposal to Improve Customer Experience

Companies are being compelled by digital transformation to alter their business paradigms and conform to brand-new market conditions. Your digital transformation proposal presented via case study helps any firm improve its client experience, automate corporate operations, and enable data-driven decisions to be made. Get this template and state the problems faced by clients, solutions infused by your company to resolve them, and the impact of those solutions on their business performance.

Template 9: Case Study for Digital Marketing Agency Proposal

When it comes to digital marketing services, clients usually require assistance in order to comprehend how your solutions relate to their circumstances or issues. A well-written case study is an account of how one of your client's companies was impacted favorably by your services or thrived as a result. This PPT Set serves as a thorough manual for presenting what you offer whether you're a digital marketing firm, freelancer, or agency. Demonstrate your background, campaign strategies, and tactical services you offer, along with presenting how much audience you reached through advertisement engagement.

Template 10: Case Study Virtual Assistant Proposal One-Pager Sample 

Deploy this PPT Framework to promote your products or services to the prospective client if you are a business that offers customers virtual help services. You just have to fill in the blanks and customize the template as you see fit because our team has already included all the necessary components, including the project description, results, and project budget, along with the project timeframe.

Case Study Proposal Templates: The Best Way To Showcase Your Success!

Showcase your company’s expertise with our case study proposal templates. Designed keeping professionals in mind, these templates are available in multiple design sets, allowing you to choose whichever suits the hierarchy and vision of your company. Use them to build a better client relationship and to ace client acquisition. After all, it is a well-written, well-presented case study proposal that makes an important impact on client retention and acquisition. Download these content-ready, editable, and completely customizable case study proposal templates and build impressive presentations within no time.

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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How to Create a Case Study + 14 Case Study Templates

Written by: Brian Nuckols

When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand’s stuff. 

In this post, I’ve put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today. 

Let’s begin! 

Here’s a short selection of 12 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:

What is a Case Study?

A case study is a way for you to demonstrate the success you’ve already had with existing clients. When you create a case study, you explore how previous clients have used your product or service to reach their goals. 

In particular, a case study highlights a specific challenge or goal one of your clients was struggling with before they discovered your product. 

It then demonstrates how your work has assisted them on the journey towards overcoming the challenge or accomplishing the goal. 

A case study’s outcome is typically to share the story of a company’s growth or highlight the increase of metrics the company tracks to understand success. 

The case study includes an analysis of a campaign or project that goes through a few steps from identifying the problem to how you implemented the solution. 

How to Write a Case Study

When it comes to adding irresistible design to your content from the start, using a helpful tool is a great start. Sign up for a free Visme account and start highlighting your own client success stories using one of our case study templates today. 

Also, while you’re beginning to transition your case study workflow to include a professional design tool, it’s helpful to review some high level principles you can incorporate into your case study. 

We’ll start by reviewing some of the critical style tips and structural elements to include in your case study before progressing to a more detailed design section. 

Pinpoint Your Main Message

When designing an impactful case study, it’s essential to stay clear on the metrics that you’re highlighting. The process of overcoming business challenges is a dynamic process with many moving parts. 

If you do not stay focused on what matters in your case study, you risk obscuring the big win your client experienced by using your product or service. 

This is why you need to focus on a single message or metric. This is often called the north star metric . 

The north star metric is the single most crucial rate, count or ratio that helped your client move closer towards their goals or overcame an obstacle. 

While north star metrics are context dependent, a useful heuristic you can utilize is to figure out the most predictive metric of your client’s long term success. 

In the template I’ll highlight below, cost per lead was the north star metric that The College for Adult Learning needed to optimize. 

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Use Emotionally Rich Language 

Recently researchers at Presado did an interesting study to understand the types of language that help readers take action. They broke the content included in marketing assets into several categories, including functional, emotional and descriptive. 

In the most successful pieces of content, the researchers found that emotionally coded words were present in 61% of the content’s total volume.

This research shows the benefit of using emotionally engaging content in your case study. While it’s essential to focus on the concrete evidence of how you helped your client get from where they started to a successful outcome, do not forget to highlight the emotional journey. 

Use Data For Concrete Evidence 

Once you’ve decided on the north star metric to highlight and you choose the emotional response you want to reinforce in your case study, it’s important to use actual data from the project to share the concrete results your product helped to achieve. 

To make sure your audience can follow your line of thinking, make sure the data in your case study is precise. If you track data across time, your readers must know whether you chose to track by month or years. 

If there are any apparent trends, you can use color to highlight specific areas in a chart. 

If you want to dig deeper into using data to tell compelling stories, check out our video data storytelling tips to improve your charts and graphs. 

In the template below, The College for Adult Learning case study is an excellent example of how these elements can work together. 

Cost per lead was a critical north star metric, so we chose to emphasize the increase in revenue and a decrease in cost per lead. 

Additionally, the background section uses emotionally rich language by highlighting how the school helps students get ahead with their career goals. Also, the factual data is the centerpiece of this page in the case study.

If you’re ready to share how you impacted a client, use the College for Adult Learning case study template right now! 

Include All Necessary Parts of a Case Study

After you’ve interviewed your client and you’re getting ready to start writing, it’s important to remember each piece you need to cover.

All good case studies consist of five parts: Introduction, Challenge, Solution, Benefit and Result.

While you don’t necessarily need to label each section like that, be sure that the flow makes sense and covers each section fully to give your audience the full scope of your case study.

14 Case Study Templates

Now that we have explored some of the high level strategies you can use to create a business case study, we will transition to 14 case study design templates you can use with Visme. 

1. Fuji Xerox Australia Case Study Template

Use the Fuji Xerox case study template to showcase the concrete results you achieved for your clients. It has sections where you can explain the goals you started with and the results you achieved. 

2. College for Adult Learning Case Study Template

As we’ve explored already, the College for Adult Learning template has sections where you can embrace a data driven storytelling approach while also connecting with your audience using emotionally rich language. 

Utilize the professionally designed business case study to connect with your audience. 

3. Intel Case Study Template

The Intel case study has beautiful visual elements and gives you space to share the project’s context and the goals you set out to achieve. It also allows you to get concrete with the results you achieved. 

You can always use the Visme Brand Kit to incorporate your unique brand colors into this stunning design. 

4. Bit.ly Case Study Template

Bit.ly is a marketing product that helps brands track how they are doing with campaign results. The bit.ly business case study template showcases how they drove impressive results for an eCommerce business. 

You can modify the professionally designed case study template to illustrate the key results you drive for your clients. 

5. NVISIONCenters Case Study Template

The NVISIONCenters case study template is an excellent example of how powerful it is to pair beautiful designs with the results you generate for your clients. In this case study, we see how you can transform your past accomplishments into a powerful marketing asset. 

6. Adobe Case Study Template

The Adobe case study is an exciting example of a business case study because it does a great job illustrating how you can use a specific result to create a powerful marketing asset. 

Adobe had a particular goal of branding to position itself as a leader for the future of digital marketing. LinkedIn sponsored messages was an effective tactic to drive the outcome Adobe needed. 

You can use the Adobe case study template to demonstrate the success of your most effective tactics. 

7. Inkjet Wholesale Case Study Template

The Inkjet wholesale case study template is an excellent choice if you want to experiment with your case study’s visual element. The roadmap to objectives diagram is a powerful graphic that illustrates the journey of a successful campaign. 

8. Neutrogena Case Study Template

If you have a strong visual brand to tell your case study’s story with visuals, the Neutrogena template is a great choice. It is already designed with plenty of space to highlight your visuals. 

When it is all said and done, you have the results section to complete a successful client partnership story.

9. Weebly Case Study Template

The Weebly case study template is your choice if you want to add visual flair to your case study. The beautiful layout is a testament to the power of pairing minimal design with an exciting statistic. 

10. Patagonia Case Study Template

The Patagonia case study is a perfect example of how crucial it is to make design choices based on your brand’s unique personality. 

It is a fantastic choice if you have a project to showcase featuring a brand with a distinct brand aesthetic.  

11. Think With Google Case Study Template

The Think With Google case study template tells the story of a mobile game that needed to create more engagement on their app. 

It is a visually impactful case study design template that you can use to tell a compelling story about your results. 

12. Kleenex Case Study Template

This case study template is the perfect way to show off search marketing results for a client or other highly specific KPIs that you managed to accomplish.

Insert the initial challenge followed by your company’s solution and adjust the included data visualization tools to showcase your specific results.

13. Customer Experience Presentation Case Study Template

The presentation case study template is an excellent choice for blending beautiful visual elements with the ability to give detailed information about the results you generated, as well as showcasing that data in a unique format. 

If you are ready to show how the unique features of your product or service drove real world business results then it is a good choice for your case study. 

14. Webinar Presentation Case Study Template

One small business saw incredible results when using Visme to optimize their webinar workflow. They saved 100 hours of their precious time by incorporating our collaborative design tools. 

We designed the small business template using those results as an example. When you have an eye catching effect to showcase to your audience, you can use this template as a starting point. 

Case Study Design Tips

Now that we’ve explored the 14 templates you can use with Visme to create your case study, let’s take a look at some practical design tips that will take your content to the next level. 

Be Brief In Your Case Study 

In discussions about writing with style, brevity is a common topic. However, it’s also an important design principle. 

Brevity in design is when you find the best way to perform your intended objective in as few steps as possible. 

When designing your case study, make sure you do not add extraneous visual elements where they are not needed. Instead, think of the effect you want to have on your reader and try to do it simply. 

Describe Your Vision Clearly

Earlier in this article, I wrote about the north star metric, your case study’s emotional effect and using data to make the case study concrete. Your design choices should serve to reinforce these primary goals. 

Clarity in design is when all of the visual elements add up to a whole. 

A great example of this is in the small business case study template where the shapes, typography and color scheme all emphasize the main idea that Visme helps the reader save time. 

Create A Consistent Style 

Visual consistency is a fundamental design principle that you can not afford to ignore in your case study. It will help you increase readability and make sure your audience does not get frustrated with jarring visual elements. 

In short, a consistent style is when you use a uniform color scheme, typography and the same kinds of visual elements throughout the case study. 

Use A Case Study Template For Readability

Readability is a crucial element of design, especially for case studies that are experienced on mobile devices. Contrast is an impactful readability principle. 

Make sure any contrasting colors you chose are easy on the eye and your reader does not have to strain to read your case study. 

Use Proper Alignment In Your Case Study 

Alignment is one of the principles of design that sets professionally designed business case study templates apart. Great designers have an intuitive eye for the mathematically based ratios of proximity invisible in sound design and an eyesore in lousy design. 

The good news is that you do not have to be a mathematician nor a professional designer to have a perfect alignment for your case study. Visme utilizes an easy to use drag and drop design tool that helps you achieve proper alignment in your case study. 

Let Your Brand Personality Speak

When we make intentional design decisions, we want to create a positive emotional experience for our audience. One of the best ways to do that is to make decisions that showcase your brand’s unique personality .

Is the case study you are creating like a well dressed business person who is serious, trustworthy and capable of doing a great job? Is it more like an extravert at a party bouncing from person to person lighting up the room? 

There is no right answer, but you need to infuse your viewpoint into the case study you create if you want to create a unique design. 

Start Designing Your Case Study Today 

A professionally designed case study template will help you create a stunning case study. While reviewing some high level design strategies is an important step, a tool like Visme will help you make a real impact on your audience.

If you’re ready to create your next case study, get started with Visme today .

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About the Author

Brian Nuckols is a writer working in Pittsburgh, Pennsylvania. He enjoys communicating visionary ideas in clear, action oriented language. When he’s not working on content for a transformative company you can find him analyzing dreams, creating music, and writing poetry.

Project Case Study

Ai generator.

Who wouldn’t want to bask in the glory of success and sit at the top of one’s chosen trade? We can put too much emphasis on the results that we tend to neglect the arduous process that comes with the glitz and glitters. Overnight success will not stand the rigors of long term subsistence. Stories of toils and triumph against adversity are what make our achievement motivating and noteworthy to the rest of the industry. That is why a project case study showing how you overcame ordeals from day zero tells more than the product will of your competency in your chosen field. 

Case studies provide in-depth treatment of a subject matter because of the extensive reporting and comprehensive writing style they entail. They put the spotlight on how a team made a project a success despite the challenges and how it is making strides in the industry. Project case studies are a useful project management apparatus for documenting initiatives, programs, and strategy for future reference of the company and concerned entities. Instead of using hard-sell strategies on marketing your craft, let project case studies make the case for you.

End Game Goggles

We don’t just tune in to the recognition of the Olympic gold medalists, Nobel Prize winners, and Pulitzer Prize awardees for their crowning moments. We listen to their backstories, their journey of getting to where they are now. It could be that we find comfort in knowing that the prominent personalities in different world arenas are also humans, that they, too, face adversities. We may be seeking motivation in our own lives in knowing that others made it to greatness so we can, also. Success stories sell for many reasons, but not all generate the same effect in us. 

“Powerball” Success

The problem with instant success is that it skips the phenomenon of delayed gratification. When it bypasses the hard work that is equivalent to working for an equivalent prize, people tend to put less value on the amount. In other words, money is worth less when earned with a lottery ticket. This isn’t meant to poke fun on lottery winners nor devaluate what they have done to win. The point is that, in general, it is easier to spend money when you didn’t shed blood and tears to earn every penny.

On Reporting the Process 

Although the end product is the biggest tell-tale of the success of a project, it doesn’t paint a complete picture. There is a chasm between the start to finish of a project. When you keep the two detached from each other, you lose valuable information that you can use for future ventures. You also keep up this erroneous image that success comes easy. One, that misleads an audience that you might not even know you have. Forget about inspiring a new batch of leaders, world changers, and entrepreneurs. Two, it is difficult to sustain a pristine and perfect image. It will always crumble sooner than convenient.

Where Pragmatism Fails

On the other hand, veiling the work that came with your success is counterintuitive in making your mark in the field. Achievement is not handed out on a silver platter. Case studies show the rest of the industry how you accomplished a project. It shows your capability in marketing project strategy and management. It tells of your expertise and your work ethic in handling the tasks and meeting strict deadlines. It boasts of your prowess in getting the job done. For a company, project case studies tell the clients how professional you are in meeting their expectations and demands. It tells of your command of the trade and skill in the craft.

It’s time to take off the end game goggles and gain a new perspective on how you should measure success.

10+ Project Case Study Examples

The success of an endeavor takes a stroke of brilliance, perseverance, and hard work. Illustrate for your and the rest of the world’s benefit how you made a project successful against the odds through publishing case studies. Because each study is a detailed accomplishment and  performance report on how you went above and beyond what’s good enough for clients, your portfolio and business library will certainly benefit from these documents. With the world becoming aware of the usefulness of case studies, be at the top of your game and tell your success story differently. Look into the following case study templates and samples from different fields and improve your storytelling.

1. Project Case Study Template Example

• Google Docs

Size: 79 KB

2. Design Project and Case Study Example

Size: 815 KB

3. Construction of Highway Project case Study Example

Size: 390 KB

4. Primary School Pilot Project Case Study Example

5. Funded Project Case Study Example

6. Phono-Post Project case study Example

Size: 116 KB

7. Formal Project Case Study Example

Size: 299 KB

8. Water Quality Project Case Study Example

Size: 927 KB

9. Educational Project Case Study Example

10. Project Agreement Case Study Example

Size: 417 KB

11. Bridges Project Case Studies Example

Size: 217 KB

12. Project Case Study in DOC

Size: 11 KB

How To Make A Project Case Study

Success stories are not made equal. Revamp your or your business’s portfolio with project management case study that shows why you are trustworthy and reliable in a competitive industry. Keeping case studies in your library will also guide your next decisions. This is how you design your success story that converts audience into clients.

1. Identify a Highlight

Of the projects that you have worked on, which ones would you consider your best? List your top contenders and indicate a summary why you think it so. Perhaps you can ask a colleague to help you identify which of these are your best. Make each study caption concise, detailed, and interesting.

2. Tell it Effectively

Make the format easier to understand on the first reading. Include the description of the client and their problem, the project’s objectives, how you came about the case, and the results. Indicate the challenges and your solutions, and how the project was received by the clients. You should explain how you made the project a success. Remember, even if it was successful, there is a lot going in the background that will put off any interested client, may that be internal team tension or terrible work ethic.

3. Credit All Involved

Most likely, you worked with a team for the project. Therefore, you have to give them credit for what they have accomplished. You should also explain your role in the project and how you contributed to its success. When your client knows how you are involved instead of just your work title in the project, it will help you gain their trust.

4. Describe Project’s Impact

Although case studies are about the process of success, don’t forget to make it clear how the project wasn’t just a money-making scheme. It helps your image if you communicate that you also care for your clients. Write about how the project made or will make a significant difference in the community. Describe how it affected the people involved and its benefactors. Show your heart by including societal and environmental responsibility in your business ventures.

How the work is done is part of the success and should be given a huge chunk of the performance indicator pie. The glorious end of any successful endeavor is only half the picture. Build a respectable career on stable and dependable work that gives importance to the laborious grind as it does the trophy at the end.

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How to Write a Business Case (Template Included)

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What is a business case, business case template, how to write a business case, key elements of a business case, how projectmanager helps with your business case, watch our business case training video.

A business case is a project management document that explains how the benefits of a project overweigh its costs and why it should be executed. Business cases are prepared during the project initiation phase and their purpose is to include all the project’s objectives, costs and benefits to convince stakeholders of its value.

A business case is an important project document to prove to your client, customer or stakeholder that the project proposal you’re pitching is a sound investment. Below, we illustrate the steps to writing one that will sway them.

The need for a business case is that it collects the financial appraisal, proposal, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization. Once your business case is approved by the project stakeholders, you can begin the project planning phase.

Our business case template for Word is the perfect tool to start writing a business case. It has 9 key business case areas you can customize as needed. Download the template for free and follow the steps below to create a great business case for all your projects.

Projects fail without having a solid business case to rest on, as this project document is the base for the project charter and project plan. But if a project business case is not anchored to reality, and doesn’t address a need that aligns with the larger business objectives of the organization, then it is irrelevant.

The research you’ll need to create a strong business case is the why, what, how and who of your project. This must be clearly communicated. The elements of your business case will address the why but in greater detail. Think of the business case as a document that is created during the project initiation phase but will be used as a reference throughout the project life cycle.

Whether you’re starting a new project or mid-way through one, take time to write up a business case to justify the project expenditure by identifying the business benefits your project will deliver and that your stakeholders are most interested in reaping from the work. The following four steps will show you how to write a business case.

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

You should “Lead with the need.” Your first job is to figure out what that problem or opportunity is, describe it, find out where it comes from and then address the time frame needed to deal with it.

This can be a simple statement but is best articulated with some research into the economic climate and the competitive landscape to justify the timing of the project.

Step 2: Identify the Alternative Solutions

How do you know whether the project you’re undertaking is the best possible solution to the problem defined above? Naturally, prioritizing projects is hard, and the path to success is not paved with unfounded assumptions.

One way to narrow down the focus to make the right solution clear is to follow these six steps (after the relevant research, of course):

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

Get your free

Use this free Business Case Template for Word to manage your projects better.

Step 3: Recommend a Preferred Solution

You’ll next need to rank the solutions, but before doing that it’s best to set up criteria, maybe have a scoring mechanism such as a decision matrix to help you prioritize the solutions to best choose the right one.

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

Regardless of your approach, once you’ve added up your numbers, the best solution to your problem will become evident. Again, you’ll want to have this process also documented in your business case.

Step 4: Describe the Implementation Approach

So, you’ve identified your business problem or opportunity and how to reach it, now you have to convince your stakeholders that you’re right and have the best way to implement a process to achieve your goals. That’s why documentation is so important; it offers a practical path to solve the core problem you identified.

Now, it’s not just an exercise to appease senior leadership. Who knows what you might uncover in the research you put into exploring the underlying problem and determining alternative solutions? You might save the organization millions with an alternate solution than the one initially proposed. When you put in the work on a strong business case, you’re able to get your sponsors or organizational leadership on board with you and have a clear vision as to how to ensure the delivery of the business benefits they expect.

One of the key steps to starting a business case is to have a business case checklist. The following is a detailed outline to follow when developing your business case. You can choose which of these elements are the most relevant to your project stakeholders and add them to our business case template. Then once your business case is approved, start managing your projects with a robust project management software such as ProjectManager.

1. Executive Summary

The executive summary is a short version of each section of your business case. It’s used to give stakeholders a quick overview of your project.

2. Project Definition

This section is meant to provide general information about your projects, such as the business objectives that will be achieved and the project plan outline.

3. Vision, Goals and Objectives

First, you have to figure out what you’re trying to do and what is the problem you want to solve. You’ll need to define your project vision, goals and objectives. This will help you shape your project scope and identify project deliverables.

4. Project Scope

The project scope determines all the tasks and deliverables that will be executed in your project to reach your business objectives.

5. Background Information

Here you can provide a context for your project, explaining the problem that it’s meant to solve, and how it aligns with your organization’s vision and strategic plan.

6. Success Criteria and Stakeholder Requirements

Depending on what kind of project you’re working on, the quality requirements will differ, but they are critical to the project’s success. Collect all of them, figure out what determines if you’ve successfully met them and report on the results .

7. Project Plan

It’s time to create the project plan. Figure out the tasks you’ll have to take to get the project done. You can use a work breakdown structure template  to make sure you are through. Once you have all the tasks collected, estimate how long it will take to complete each one.

Project management software makes creating a project plan significantly easier. ProjectManager can upload your work breakdown structure template and all your tasks are populated in our tool. You can organize them according to your production cycle with our kanban board view, or use our Gantt chart view to create a project schedule.

8. Project Budget

Your budget is an estimate of everything in your project plan and what it will cost to complete the project over the scheduled time allotted.

9. Project Schedule

Make a timeline for the project by estimating how long it will take to get each task completed. For a more impactful project schedule , use a tool to make a Gantt chart, and print it out. This will provide that extra flourish of data visualization and skill that Excel sheets lack.

10. Project Governance

Project governance refers to all the project management rules and procedures that apply to your project. For example, it defines the roles and responsibilities of the project team members and the framework for decision-making.

11. Communication Plan

Have milestones for check-ins and status updates, as well as determine how stakeholders will stay aware of the progress over the project life cycle.

12. Progress Reports

Have a plan in place to monitor and track your progress during the project to compare planned to actual progress. There are project tracking tools that can help you monitor progress and performance.

Again, using a project management tool improves your ability to see what’s happening in your project. ProjectManager has tracking tools like dashboards and status reports that give you a high-level view and more detail, respectively. Unlike light-weight apps that make you set up a dashboard, ours is embedded in the tool. Better still, our cloud-based software gives you real-time data for more insightful decision-making. Also, get reports on more than just status updates, but timesheets, workload, portfolio status and much more, all with just one click. Then filter the reports and share them with stakeholders to keep them updated.

13. Financial Appraisal

This is a very important section of your business case because this is where you explain how the financial benefits outweigh the project costs . Compare the financial costs and benefits of your project. You can do this by doing a sensitivity analysis and a cost-benefit analysis.

14. Market Assessment

Research your market, competitors and industry, to find opportunities and threats

15. Competitor Analysis

Identify direct and indirect competitors and do an assessment of their products, strengths, competitive advantages and their business strategy.

16. SWOT Analysis

A SWOT analysis helps you identify your organization’s strengths, weaknesses, opportunities and threats. The strengths and weaknesses are internal, while the opportunities and threats are external.

17. Marketing Strategy

Describe your product, distribution channels, pricing, target customers among other aspects of your marketing plan or strategy.

18. Risk Assessment

There are many risk categories that can impact your project. The first step to mitigating them is to identify and analyze the risks associated with your project activities.

ProjectManager , an award-winning project management software, can collect and assemble all the various data you’ll be collecting, and then easily share it both with your team and project sponsors.

Once you have a spreadsheet with all your tasks listed, you can import it into our software. Then it’s instantly populated into a Gantt chart . Simply set the duration for each of the tasks, add any dependencies, and your project is now spread across a timeline. You can set milestones, but there is so much more you can do.

You have a project plan now, and from the online Gantt chart, you can assign team members to tasks. Then they can comment directly on the tasks they’re working on, adding as many documents and images as needed, fostering a collaborative environment. You can track their progress and change task durations as needed by dragging and dropping the start and end dates.

But that’s only a taste of what ProjectManager offers. We have kanban boards that visualize your workflow and a real-time dashboard that tracks six project metrics for the most accurate view of your project possible.

Try ProjectManager and see for yourself with this 30-day free trial .

If you want more business case advice, take a moment to watch Jennifer Bridges, PMP, in this short training video. She explains the steps you have to take in order to write a good business case.

Here’s a screenshot for your reference.

Transcription:

Today we’re talking about how to write a business case. Well, over the past few years, we’ve seen the market, or maybe organizations, companies or even projects, move away from doing business cases. But, these days, companies, organizations, and those same projects are scrutinizing the investments and they’re really seeking a rate of return.

So now, think of the business case as your opportunity to package your project, your idea, your opportunity, and show what it means and what the benefits are and how other people can benefit.

We want to take a look today to see what’s in the business case and how to write one. I want to be clear that when you look for information on a business case, it’s not a briefcase.

Someone called the other day and they were confused because they were looking for something, and they kept pulling up briefcases. That’s not what we’re talking about today. What we’re talking about are business cases, and they include information about your strategies, about your goals. It is your business proposal. It has your business outline, your business strategy, and even your marketing plan.

Why Do You Need a Business Case?

And so, why is that so important today? Again, companies are seeking not only their project managers but their team members to have a better understanding of business and more of an idea business acumen. So this business case provides the justification for the proposed business change or plan. It outlines the allocation of capital that you may be seeking and the resources required to implement it. Then, it can be an action plan . It may just serve as a unified vision. And then it also provides the decision-makers with different options.

So let’s look more at the steps required to put these business cases together. There are four main steps. One, you want to research your market. Really look at what’s out there, where are the needs, where are the gaps that you can serve? Look at your competition. How are they approaching this, and how can you maybe provide some other alternatives?

You want to compare and finalize different approaches that you can use to go to market. Then you compile that data and you present strategies, your goals and other options to be considered.

And then you literally document it.

So what does the document look like? Well, there are templates out there today. The components vary, but these are the common ones. And then these are what I consider essential. So there’s the executive summary. This is just a summary of your company, what your management team may look like, a summary of your product and service and your market.

The business description gives a little bit more history about your company and the mission statement and really what your company is about and how this product or service fits in.

Then, you outline the details of the product or service that you’re looking to either expand or roll out or implement. You may even include in their patents may be that you have pending or other trademarks.

Then, you want to identify and lay out your marketing strategy. Like, how are you gonna take this to your customers? Are you going to have a brick-and-mortar store? Are you gonna do this online? And, what are your plans to take it to market?

You also want to include detailed information about your competitor analysis. How are they doing things? And, how are you planning on, I guess, beating your competition?

You also want to look at and identify your SWOT. And the SWOT is your strength. What are the strengths that you have in going to market? And where are the weaknesses? Maybe some of your gaps. And further, where are your opportunities and maybe threats that you need to plan for? Then the overview of the operation includes operational information like your production, even human resources, information about the day-to-day operations of your company.

And then, your financial plan includes your profit statement, your profit and loss, any of your financials, any collateral that you may have, and any kind of investments that you may be seeking.

So these are the components of your business case. This is why it’s so important. And if you need a tool that can help you manage and track this process, then sign up for our software now at ProjectManager .

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Case Study Proposal

The Problem

The solution, our services.

Customer Testimonials

Terms and Conditions

• Payment: The Customer shall make the payment upon the deliverables of the services rendered from the Company. The amount varies as per different services opted for by the Customers. The mode of payment shall be cash/bank transfer/online payment or any other mode of payment as per the Company standards.
• Performance of Services: The Company agrees to prepare such case study as agreed by the Customer. The Company further agrees to provide such services with its available skills, resources, and expertise in a professional and timely manner with the highest quality.
• Relationship of Parties: It is hereby agreed that the Parties herein are independent contractors and the relationship between both the Parties shall not constitute a partnership or a joint venture.
• Termination: Either party may terminate this proposal by written notice to the other party. In case of breach of the terms and conditions herein by a party, the other party shall remedy the breach within [Number of Days] days upon receiving such notice of breach. Failure to remedy the breach will lead to termination of this proposal without prior notice.
• Governing Law: The Parties agree that this Proposal and the Contract arising out of acceptance of this Proposal shall be governed by the laws of [State] .

Acceptance and Signature

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on October 12, 2022 by Shona McCombes and Tegan George. Revised on November 21, 2023.

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

• Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, other interesting articles, frequently asked questions about research proposals.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

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Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

• Example research proposal #1: “A Conceptual Framework for Scheduling Constraint Management”
• Example research proposal #2: “Medical Students as Mediators of Change in Tobacco Use”

Like your dissertation or thesis, the proposal will usually have a title page that includes:

• The proposed title of your project
• Your supervisor’s name
• Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

• Introduce your topic
• Give necessary background and context
• Outline your  problem statement  and research questions

To guide your introduction , include information about:

• Who could have an interest in the topic (e.g., scientists, policymakers)
• How much is already known about the topic
• What is missing from this current knowledge
• What new insights your research will contribute
• Why you believe this research is worth doing

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As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

• Comparing and contrasting the main theories, methods, and debates
• Examining the strengths and weaknesses of different approaches
• Explaining how will you build on, challenge, or synthesize prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasize again what you aim to contribute and why it matters.

For example, your results might have implications for:

• Improving best practices
• Informing policymaking decisions
• Strengthening a theory or model
• Challenging popular or scientific beliefs
• Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

• Cost : exactly how much money do you need?
• Justification : why is this cost necessary to complete the research?
• Source : how did you calculate the amount?

To determine your budget, think about:

• Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
• Materials : do you need access to any tools or technologies?
• Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

Methodology

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

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How to Write a Business Case (with Examples & Template to Help)

You have a great idea. Now, you want to gather an expert team and show stakeholders that your project is viable.

But how exactly do you do that?

Before your idea is approved, you need to cover how you will finance and sustain your project. That’s where a business case comes in.

A business case shows key stakeholders exactly how you will execute your idea. It’s important because research shows that ineffective business cases can cause projects to fail .

In this post, we’ll break down everything you need to build a business case that will impress your stakeholders and help your project succeed. We’ll even provide a few examples and give you a template to help.

What is a Business Case?

Business cases often accompany or follow a project proposal and help show why your project is worth the company’s or client’s time, money, and resources.

When writing a business case, always define the scope and include an executive summary, detailed info about finances, and an overview of the project’s structure. Each member of the project team should contribute to the business case.

Overall, the business case should be concise and only include relevant information. It should cover the benefits, costs, potential risks, and an assessment of how the team will handle any setbacks.

The Most Important Components of a Business Case

A business case should convince key stakeholders of the importance and viability of your project. Be sure to include these things to create an effective business case:

An executive summary, which is a concise overview of your project’s definition and goals. Use this section to briefly explain the problem and how you’ll solve it.

The problem statement. Although you already addressed it in the executive summary, take some time to dive deeper into the problem. Share any relevant research that helps frame the problem as a story, and make sure you draw a strong connection to the company’s goals or mission.

Share any relevant research that helps frame the problem as a story, and make sure you draw a strong connection to the company’s goals or mission

An analysis supported by research and data to show the project is necessary. This is also a good place to include information about the team members involved in the project.

A projection of financial needs. Explain how much money you need and exactly how it will be used. This is one of the most important parts of the business case.

A strong recommendation. Explain the project you’ve chosen to pursue and why you think this is the best solution. You should also address the risks for this recommendation.

Discussion of other possible options. Offer multiple solutions to the problem. The key stakeholders will review your data and business case to help decide the best course of action.

Business Case Examples

Before you write your own business case, let’s look at a few examples.

This example from Expert Program Management is a concise and effective business case. It includes an executive summary, financial information, analysis, and risks. It could be used for a business case in any industry. This quick overview is a great option to send to key stakeholders before meeting to discuss the project further.

In some cases, you need a longer document to present your business case. This sustainability business case from the National Environmental Education Foundation offers an in-depth look at the project. It includes detailed research and examples from other sustainability projects.

Making an Effective Business Case

A business case is an important part of a successful project. By creating a business case, you show key stakeholders exactly how you plan to solve a problem.

Download the template above as a guide for a business case for your next project. As you work on your business case, focus on explaining your solutions and how you will work toward the goal throughout the entire project.

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Bids and proposals

How to write a case study for a bid

5 minute read

Most of a bid is dedicated to projecting the future – how you will help your prospect if you’re chosen to work with them.

In contrast, a case study lets you base your argument on something more concrete – what you’ve proven you can do in the past.

And few things establish your reputation more effectively than reliable, relevant information about your past actions. Think of a boxer being announced with the record of their previous matches. An introduction like ’38 wins, ten by knockout’ leaves a big impression in very little time.

But to make a case study as persuasive as possible, you can’t just describe what you did. You need to show off your organisation’s strengths and achievements in a way that will resonate with your prospect. This article will show you how.

How to begin writing a case study

The best way to get started is to get your research and planning done before you begin. It’ll make the writing process much more straightforward.

Getting relevant information about your previous client is key. If you’re not client-facing yourself, it’s a good idea to talk to someone who is (eg someone in sales or account management).

Ask them why the previous client liked the work you did. If they liked it, there’s a good chance it will resonate with your new prospect, too (as long as you’ve picked a suitably similar organisation for your case study).

Your client-facing colleagues should also have access to the relevant facts and figures that illustrate the benefits of the work.

Basic information to include

Make sure to give your case study a specific title, such as ‘Training 100 people in technical writing at HP’. This immediately gives your readers an idea of what you’ve done before, even if they don’t go on to read the rest of the case study.

After the title, give basic information such as the name of the contract, whom it was for, what it delivered, its value and when you did the work. (You can set this out as a list.)

And if you’re using the case study as a reference – as some PQQs (pre-qualification questionnaires) require – then include some contact details for the previous client. (Obviously always ask permission of your previous client before you name them as a referee.)

Giving your case study a logical structure

There are lots of ways of structuring a case study. And, of course, if you’re writing to a short word count, or to a particular bid or tender template, you’ll have to adapt to that.

That said, a common and logical structure is to explain how you helped a client, step by step.

Begin with a short, factual background. Don’t put too much detail here. You just need to make sure your prospect understands the basics of what you were doing. Include information like whom you worked for, and what the contract was for.

Outlining the problems

Then you can talk about any particular challenges or problems that your previous client had. This is where you can really emphasise the similarities between your previous client and your current prospect.

With the problems sketched out, you’re well placed to talk about the actions you took to solve those problems.

Many case studies fall down at this point, because they become just a description of facts. But to make your case study stand out, you need to show what benefits your work had for your previous client.

Remember to spell out these benefits. Did your previous client become more efficient because of your work? If so, how much time did they save? Or were you able to make them more profitable? If so, how much more profitable and over what amount of time?

Which benefits you need to detail will depend on the sector and the kind of work you’re doing. But the main thing to keep in mind is that you do need to highlight the benefits of your work and provide good evidence to support them.

Finally, there are some other things you can include to make your case study really stand out. A good testimonial quote from your previous client can make your case study seem much more authentic (again, ask permission to use this). You can also consider using a particularly compelling graphic or image if it illustrates a key benefit of your work with your previous client.

Things to avoid

Try to avoid writing case studies at the last minute. It can take time to put all the relevant information together – and that may not be time you have when you’re actively writing to a deadline.

Be careful as well about putting in too much irrelevant detail (this is all too common). You’ve got to ask why your prospect would care about whatever it is you’re telling them. Do they really need to know when you first responded to the ITT or RFP? Or how many of your staff worked on part of the project?

When you have detail you’re sure will be relevant to your prospect, use it. Avoid being vague. Don’t write general statements like, ‘We dramatically improved conversion rate on PPC campaigns and boosted sales.’

Instead say, ‘We increased conversion rate on PPC campaigns by 50% – while reducing the overall ad spend by 10%. This resulted in over £10,000 in net profit for our client.’ (You may also want to highlight these key benefits by setting them out in bullet points.)

Showing your strengths

Above all, remember that the person reading the case study is trying to find evidence that you’re the best organisation for the job. Make it as easy as possible for them to do this.

If you keep the reader in mind throughout your writing, you’ll be much more likely to write a case study that resonates with them. And that could be the extra nudge you need to win them over.

  If you’d like to improve your own case studies – and the proposal they accompany – have a look at our bid, tender and sales proposal writing courses for teams and for individuals .

Image credit: ArtFamily / Shutterstock

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After working for years as a client relationship and project manager for two major media owners and over a decade as sales director at Emphasis, what Tom doesn't know about project management, business development and client liaison isn't worth mentioning. (So we won't.)

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Case Study Sample

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Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

1. Get a Proposal Pack such as Environmental #3

This sample was created using the design theme Proposal Pack Environmental #3 . You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Case Study Sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business . We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

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While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Case Study Sample'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Case Study Sample - The Narrative

Environmental Case Study Green Community

Seven years ago Verdanz Partners new environmental design consortium received grant money from the Green County Pilot Program in Mallard County Texas to make the Coyote Canyon Development an environmentally friendly community. The goal of this case study is to determine whether or not their efforts were successful. Seven years ago Verdanz Partners new environmental design consortium received grant money from the Green County Pilot Program in Mallard County Texas to make the Coyote Canyon Development an environmentally friendly community.

The goal of this case study is to determine whether or not their efforts were successful. The goals of the Verdanz Partners were to dramatically lower the use of electricity and water and to create renewable energy for the community when possible. To do this Verdanz Partners and the Coyote Canyon developers Dos Hermanas Corporation did the following. Added green roofs to the clubhouse and fitness center to drastically cut heating and cooling costs for these common buildings.

Added energy efficient skylights to all communal buildings to cut down on lighting costs at all times of year and heating costs in winter. Added solar collectors to roofs of all communal buildings to heat water and generate electricity. Added solar heat generation system and ultraviolet cleaning system to the community pool.

Replaced all lawns existing or planned with approved xeriscape plantings to cut down on water usage and maintenance costs. Installed solar powered lights in all outdoor fixtures to cut down on electricity usage. Installed windmill to pump water and installed ultraviolet treatment panels at sewage treatment plant to reduce electricity and chemical usage.

Use resulting ‘safe sludge’ to fertilize communal landscaping. Installed two wind generators flanking the cliff at the back of the planned community park to generate electricity for community buildings. This area is consistently windy and the cliff edge is already safety hazard that must be fenced to keep the community safe. It was anticipated that at many times of year much of the electricity created by these wind generators could be sold back to the utility company for community profit.

Added skylights solar panels solar water heaters and solar powered outdoor lights to all houses planned for the community. We’ll examine each of these strategies to see how well they accomplished their objectives. The Coyote Canyon Development is now fully built out and functioning very successfully generating all its own electricity and handling its own sewage.

The only commodity routinely purchased from the county is water and the community uses approximately 25% on average of what similar homes and community facilities elsewhere use. Homes in Coyote Canyon sell for premium price and there’s even waiting list of prospective buyers in the community office. Residents of Coyote Canyon are so enthusiastic about living in an environmentally friendly manner that they have become major force in the county lobbying for more recycling bicycle trails and electric car share programs.

Mallard County is fast becoming one of the ‘greenest’ counties in Texas. Dos Hermanas Corporation in conjunction with Verdanz Partners is planning another similar community miles away. Verdanz Partners has become leader in environmentally friendly design recognized across the United States.

The grant money Verdanz Partners received from the Green County Pilot Program in Mallard County Texas has been paid back many times over in savings to the county in water sewage treatment and electricity generation. The following are interviews conducted with residents of Coyote Canyon Development. The interviewer asked them to comment on what it was like to live in neighborhood that emphasized renewable energy and resource conservation.

Lindsay Brewer – Homeowner for years; lives with husband Michael Black and three children ages and "I believe that this type of neighborhood should be the wave of the future. We pay community dues to maintain the windmills and solar panels and sewage treatment facility but we pay virtually no utility bills—only little bit for water.

It makes me feel good to know we’re teaching our children to live in tune with nature."

Dave Ramiro – Coyote Creek Community Facilities Manager for years "I’ve got pretty easy job. Most times everything works like clockwork—the solar panels the windmills and the pool ultraviolet cleaning system just all do their thing. The only hassles are during periods of extreme temperatures or wild weather conditions. In really hot weather we’ve got to remember to cover the skylights before midday or the air conditioning cannot keep up and after hail storm all the solar panels need to be checked and on those rare occasions when there’s snow I’ve got to get someone up on the roof to sweep off the panels ASAP.

The wind generators get little noisy when it’s really windy—some of the residents that are closest to them complain. And then we had to patch the sod roofs in couple of places. We’re planning to add another layer of sod this summer to get rid of the problem of drying out. But in general it’s pretty cool and takes care of itself better than most traditional systems I’ve worked with.

I’m proud to live here too."

Felipe Gomez Smith – Homeowner years; lives with wife Susan "My wife and were one of the first people to buy house here and I’ve never been sorry. Love how we can stick it to the utility company and generate our own electricity; have friends who are always complaining how their electrical rates go up every year. The only thing don’t like is all the rocks and bunch grasses and cactus everywhere—it’s kind of monotonous.

Grew up with big lawn so guess miss that. But this is in harmony with the rest of the landscape around here so it’s really more natural. And don’t miss having to mow the lawn that’s for sure.

Around here you just pick up few leaves now and then and that’s pretty much it."

Raven Robertson – Resident years lives with parents Karen Robertson and Richard Robertson

"All the kids from school want to come to my neighborhood because it’s so cool and we’re so green and that’s the way it should be everywhere.

We love hanging out by the wind generators—it’s supposed to be park for everyone but the parents don’t go there."

In general all the environmentally friendly plans implemented in Coyote Canyon worked out well. However there are always things that could have been done better and Verdanz Partners and Dos Hermanas Corporation plan to learn from the following problems experienced at Coyote Canyon. Green roofs must be designed for the most extreme conditions of the local climate.

Coyote Canyon Community Facilities Manager

A four inch thick sod green roof was laid down on community buildings. During the course of the second summer after installation portions of the sod completely dried out and died during drought period. Then in the ensuing rains dirt in these dead patches were washed away effectively leaving ‘holes’ in the green roof that caused uneven heating and cooling in the roof.

We learned that in southern Texas where droughts are frequent green roof must be minimum of six inches thick; eight inches would be even better. Skylights need shades covers in hot climates. Coyote Canyon Community Facilities Manager homeowners Skylights were installed in all buildings and homes in Coyote Canyon to save on electricity used for lighting and for heating in winter. In general the skylights worked well but in summer months skylights caused buildings to overheat if the sunlight was not blocked before mid day.

Skylights with built in light blocking or heavy light filtering shades will be installed in future projects in this area. Pumping water with windmill requires control system in periods of high winds. Coyote Canyon Community Facilities Manager windmill is used to pump water in the Coyote Canyon sewage treatment facility.

In periods of high wind the mill pumped too quickly and would have caused an overflow if the system had not been turned off at times. The Coyote Canyon windmill pumping system is being changed to allow for more recirculation and to automatically shut down when velocities reach certain rate. Better alternative would be some sort of step down system that maintains steady pump rate even when windmill blades are accelerating. Noise from wind generators can be problem.

Coyote Canyon Community Facilities Manager homeowners The wind generators at the back of the Coyote Canyon Development do great job of generating electricity. But in periods of high winds they create whining noise that can be disturbing to nearby residents. The Coyote Canyon Development is planting windbreak of heat resistant evergreen trees that will hopefully provide bit of noise screen for the nearest residents.

Different models of wind generators and other noise amelioration methods will be studied for future projects. Each of Verdanz Partners’ strategies to reduce energy and water usage is examined below. Add green roofs to clubhouse and fitness center to drastically cut heating and cooling costs for these common buildings.

Four inch thick Bermuda grass sod was added to sealed roofs to create ‘green roofs.’ This did cut heating and cooling costs by approximately 45% for these buildings but in some places the sod died over the course of dry summer leaving patches of bare dirt that gradually washed away when the rains returned resulting in need to patch the green roof. Add energy efficient skylights to all communal buildings to cut down on lighting costs at all times of year and heating costs in winter. Skylights cut typical electricity costs by 40% eight months of the year.

During June July August and September though the buildings became too hot and used 10% more electricity for air conditioning until sun blocking shades were added to interior of the skylights. This electricity was not at additional cost though—see next item. Add solar collectors to roofs of all communal buildings to heat water and generate electricity.

The solar collectors effectively heated water in dressing rooms and kitchen all year round. The panels generated sufficient electricity to run all electrical circuits in the buildings. Add solar heat generation system and ultraviolet cleaning system to community pool.

The solar heat generation system and ultraviolet cleaning system worked well all year round although during the coldest months cover had to be added to the swimming pool at night to retain sufficient heat. Replace all lawns existing or planned with approved xeriscape plantings to cut down on water usage and maintenance costs. Lawn watering is not separated from other water usage but average water usage in the Coyote Canyon development is approximately 25% of the average use in Mallard County.

Maintenance on common area landscapes is minimal and performed by community volunteers once month. Install solar powered lights in all outdoor fixtures to cut down on electricity usage. This worked very well providing lighting for all areas after dark without any cost other than the original installation.

Install windmill to pump water and add ultraviolet treatment panels at sewage treatment plant to reduce electricity and chemical usage. Use resulting ‘safe sludge’ to fertilize communal landscaping. This worked as planned although during few periods of high wind the water pumping system had to be disengaged so as not to cause flooding. Transporting the ‘safe sludge’ turned out to be hassle that was not initially scheduled or planned for but is now done twice year by renting equipment and helpers from local landscaping company.

Install two wind generators flanking the cliff at the back of the planned community park to generate electricity for community buildings and hopefully sell electricity back to the utility company for community profit. In combination with solar generators on the roofs of community buildings this worked even better than planned giving Coyote Canyon constant surplus of electricity to sell back to the utility company. Add skylights solar panels solar water heaters and solar powered outdoor lights to all houses planned for the community.

The residents of Coyote Canyon all rave about who wonderfully this works. See the Interviews section of this case study to read their comments.

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Length of Sample

There are 200 complete sample proposals including this one in each proposal pack.

The following related samples are also included in Proposal Pack:

• Environmental Program Sample Proposal
• Energy Efficiency Sample Proposal
• Environmental Cleanup Sample Proposal
• Feasibility Study Sample
• Research Funding Request Proposal
• Records Management Survey Analysis Sample
• Annual Report Sample

These template layouts are related to this sample

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• Feasibility Study and Analysis
• Feasibility Study for Business Startup
• Franchise Purchasing Proposal
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