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Developing and Using Case Studies: A Hero's Journey Approach
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Developing and Using Case Studies: A Hero's Journey Approach

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A case study is an explanatory narrative that presents a problem and lets the readers participate in the journey to the conclusion. The hero’s journey provides a metaphor for effectively and …

A case study is an explanatory narrative that presents a problem and lets the readers participate in the journey to the conclusion. The hero’s journey provides a metaphor for effectively and coherently structuring a case study.

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  • 1. DEVELOPING AND USINGCASE STUDIESThe Hero’s Journey ApproachDr. Pamela Rutledge
  • 2. What is a Case Study?A case study is an explanatory narrative that presents a problem andlets the readers participate in the journey to the conclusionCOMPONENTSClear explanation of the problem(Exposition)Background informationGoal articulationPresentation of potential solutionsActors (protagonists, antagonists)Path chosen (Journey)Twists and turns on the trailPerspectives of different charactersObstacles and challenges (Conflict)Outcomes (Climax and resolution)Postmortem (Transformation and lessonslearned)
  • 3. Case Study Format:Required ingredients:•  Introduction•  Context, problem and goal•  Plan•  Strategies and expectations of results relativeto goal•  Measures for success•  Challenges•  The process of implementation•  Outcomes•  Results (not explanation)•  Conclusion•  Analysis of results relative to goal andexpectations.•  Explanations and recommendations forfuture.
  • 4. 1.Context• Information about the organization• Climate of the organization or setting• History or conditions influencing thesituation• Current problemsor issues
  • 5. 2.Plan• Explanation of strategy• Stakeholders involved• Strategic adjustments orchanges• Goals or outcomesexpected•  Quantitative andqualitative
  • 6. 3.Challenges Encountered• Challenges that emerged• Perspectives andinfluence of variousstakeholders• Adjustments, actions orchanges
  • 7. 4.Outcomes• Results (Just the facts)• Accomplishments
  • 8. Conclusion•  Analysis of strategies and resulting outcomes•  What happened and why?•  What could have been done to further enhanceoutcomes•  How could this experience be adapted and/orreplicated•  Summarize principles and lessons learned

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