A case study needs proof the reader can trace. Use this template to keep source facts, permission and unsupported outcome claims separate.

Prepare the source before you fill it

Approved customer quote, measured adoption result and customer approval for publication.

How to use this template

  1. Freeze the evidence packet

    Collect approved facts, customer permission and named sources before writing.

  2. Draft the narrative

    Map context, action and outcome only where evidence supports each section.

  3. Approve before publication

    Confirm quotes, numbers, customer name and final claims with their owners.

Copy the template

Download .md
# Case study

## Publication record
- Customer name and approved naming:
- Customer approval owner:
- Internal editor:
- Publication date:

## Evidence ledger
| Claim | Source | Date | Approval owner | Status |
| --- | --- | --- | --- | --- |
|  |  |  |  | Not approved |

## Story draft
### Context
- Confirmed starting situation:
- Customer-approved problem statement:

### Action
- What was implemented:
- Scope and conditions:

### Outcome
- Measured result and source:
- Customer quote and permission:
- What remains unknown:

## Final review
- Claims linked to evidence:
- Quote approved:
- Customer naming approved:
- Legal or brand check complete:

Filled example

Context: the customer approved naming a reporting problem. Action: the approved source pack documents the implementation scope. Outcome: an adoption result appears in the approved report with its capture date and conditions. Quote: customer approval is attached. Unknown: long-term retention remains open and is not claimed. Final review: editor, customer contact and brand owner approved the publication record.

A case study with a source label and approver for every customer-specific statement.

Review before you share it

  • Every customer-specific statement has a source
  • Quotes and names have explicit approval
  • Unknown outcomes remain unknown
  • Conditions are not removed from measured results
What the template cannot establish
  • The template cannot create customer permission
  • A case study does not establish results for a different customer