how to write a case study in third person

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Training and Development
• Beginner Guides

Blog Case Study

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

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!

• Skip to main content
• Skip to primary sidebar
• Skip to footer

Additional menu

Damien Elsing Copywriter

Copywriting & Marketing Consulting

How to Write a Case Study (with Bonus Template)

March 27, 2014 By Damien

This article was originally published in 2014 – last updated August 2020. 

A lot of people over-think case studies and panic at the mere mention of them.

I know this because as a freelance copywriter I’m forever gently nudging clients to collect case studies – a process that’s a lot like pulling teeth sometimes!

But a case study doesn’t need to be long — it just needs to explain the result that your product or service achieved for your customer. It can be as short as a paragraph or two, provided it checks all the boxes we’ll look at below. In fact, the shorter it is, the more people will read it. Who wants to sit down and read a 1000-word document about how great your business is?

I’m going to explain how to write a great case study quickly, and I’ll also include a simple template for gathering case studies you can simply fill in the blanks and present to your customers.

But first…

What are case studies and why should you use them?

A case study is like a testimonial on steroids. It takes random client feedback that everyone uses as “testimonials” and puts it into a real world, relevant context in the form of a story.

They work because they allow customers to see first hand how your product or service specifically helped others in the same situation as they now find themselves.

The format for a case study should be a story. It should follow a structure of beginning, middle, and end.

The “beginning” is the challenge facing your customer. The “middle” is the way you approached solving this problem or challenge. The “end” is the result experienced by the customer.

Where to use case studies

There are a few points to keep in mind when using case studies:

Terminology – Firstly, don’t call a case study a “case study”. Call it a “success story”. “Case study” sounds boring. Success story, on the other hand, promises not only a story, but a story about somebody’s success! We all love stories, and we all love success – especially when it’s success we too could be experiencing really soon (do you see where this is going?).

Placement – You should make your existing case studies as prominent as possible when making initial contact with prospects. This includes on important pages of your website and in sales and marketing collateral such as a price list or brochure. There’s also a place for creating separate case studies for lead generation – you can position these like a “How to” – showing the way you solved the client’s problem. In general though, case studies are best used when integrated with other material as supporting information rather than used in isolation.

Relevance – Ideally you’ll have more than one case study, and then you can figure out the best place to use them. For example, if you offer three distinct services, include a success story about a particular service on the relevant service page of your website (or when in sales conversations with that persona). Try not to lump them all in together (although there’s nothing wrong with also  having a section on your website called “success stories” that repeats the information).

How to gather the raw information for the case study

There are three ways you can get the information you need to write a case study:

1. Phone – Calling your customer for a chat is going to yield great results. Make sure you use hands free so you can type notes, or better yet record the call so you can go over it later at your leisure. The great thing about a phone (or face to face) chat is that you can prompt them to go into more detail about certain points. Also, people are naturally more effusive verbally than they are when writing. Of course, explain you’re going to be using this information in a case study and make sure they’re okay with that before you start asking questions. Also reassure them they will get final say and you won’t put words in their mouth – this will make them more relaxed about what they say.

2. Email/Survey – This is not as good as using the phone, but if you can’t call your customers or have a lot of customers and simply want to ask them all for case studies (call it “feedback” though) then text/email will have to do. Use the questions outlined below, and when you’ve got the answers back, choose the ones you’ll be using and follow up to say thank you, we loved the feedback so much we’d like to use the information in an individual case study.

3. Video   (advanced tactic) – this is where you film the customer answering the questions. Yep, this is the granddaddy of customer success stories. You’ll basically be making a mini documentary about your customer and how you helped them. Nothing beats that face to face connection of seeing and hearing the person talk about how you helped them achieve their desired outcome. If they are willing, you can do this via a Zoom call, or they can just record some video on their phone running through the questions below.

You can then upload this video to Youtube (with the customer’s permission of course) and use it on your website, in the footer of emails, in pitches/presentations, online PDFs, and anywhere else you can think of. If you have the budget then hire a videographer to make this as professional as possible, or just record it on your phone or tablet, which is still far better than no video at all.

Questions to ask

This isn’t set in stone, but this is the loose flow of questions you want to take your customer through:

• What challenge were you facing when you went looking for [name of solution]?
• What made you choose [business name] to overcome this challenge?
• What concerns (if any) did you have about using a [general product/service name]?
• What was it like using [specific product/service name]? Describe the process.
• What was the outcome of using [specific product/business name]?
• What would you say to other people considering using [specific business/product name]?

(Click here to download these questions as a case study template in a Google doc (no opt-in required))

You might not want to use all these questions if they don’t quite fit. It’ll depend on the nature of your product or service, but you want to be asking at least four of the above six questions, and 1, 2, 4, and 5 are crucial for getting the whole picture.

Writing your case study

Once you’ve got the answers to the above questions, you want to put it all together in a narrative. It’s not going to work as well if you use a Q&A format because it takes away from the flow of the story, so this is where some creativity is required in putting it all together. You can use some creative license here, provided you capture the spirit of what the person was trying to say and don’t twist their intention. Remember, you’ll be getting their permission before publishing this so don’t worry too much about writing what they say word for word.

Another thing to consider is whether you want to make it first or third person. For example, first person would be from the customer’s perspective (“I found they were really easy to work with…”) and third person would be “Judy loved how easy ABC Widgets were to work with…”. I think first person is always stronger because it sounds like the praise is coming from the customer, not you. You might use third person for a more detailed case study and just include elements of the first person story.

Let’s look at a real world example for a client I worked with…

Here’s the raw data that the customer sent back to my client, a property investment and buyer’s advocacy firm, via email:

1)      What make you seek out a Buyer’s / Vendor’s Advocate. What problem were you having? To get an advantage over other buyers in the market.  I engaged [business] due to their unique group block buying strategy.  The strategy is market leading in my view as I was able to purchase an apartment below market value, in a blue chip location, and with the attraction of adding immediate value from renovations. The issues I was experiencing prior to engaging [business] was competing against too many emotional buyers who were constantly driving up prices, particularly at auction.  Using the services of [business] gave me an advantage over my competition. 2)      What were your concerns about using a Buyers / Vendor’s Advocate to solve these problems? Whether the apartment purchased would be renovated in a timely manner.  My other concern was whether my apartment would be tenanted quickly given that other investors would be renting out their apartment (within the same block) at the same time.  As usually these type of purchases attract investors. 3)      Why did you choose Advantage? For the reasons outlined above.  Plus [business owner’s] reputation in the market.  [business owner] has the runs on the board which makes my decision easy every time. 4)      What did you enjoy about working together? One word, they got the results over and over again.  I have now purchased 3 properties via the group block strategy and each time they have outperformed the market. 5)      What results did you get from the service? Outstanding.  This also includes the property management service [business] provide.  The guys who manage my properties are sharp, proactive and treat my investments as if it was their own.

And here’s how we can weave this into a success story:

“They outperform the market every time…” “As an experienced investor, I was looking for a way to get an advantage over the market. I found I was constantly competing against emotional buyers who were driving up prices. I needed to find an edge over the competition. I chose [business name] because of their reputation. They have the runs on the board, which made the decision easy. My only concerns were whether the apartment we purchased would be renovated fast, and whether we’d be able to rent it out, given that there were several other investors in the same block.  But not only did [business name] get a great return for me, they even managed the property for me! And the guys who manage the property are sharp, proactive, and treat my investment like it was their own. I’ve now used [business name] three times, and they’ve outperformed the market for me every time.”

See how putting this into a story format makes it much more engaging and easy to read?

You could approach the “story” part in any number of ways, leading with whatever is most important to your customers. But the important thing is that it has a clear structure: problem, solution, result. 

Points to keep in mind

Note the headline – you want to take the most impressive (or relevant) quote from your entire case study and use it as the headline to grab attention. Keep your customer in mind. In the above example it’s property investors, so they’ll be most interested in a strong return on their investment.

Stick to the structure of the questions – use the original questions to guide you. The customer will often answer the questions out of order and add irrelevant information, so it’s up to you to do some fancy editing and just keep the good stuff, sticking to the original flow of questions as you go.

Include the customer’s concerns – you might be wondering “why add the negative concerns the person had?” It might seem counter-intuitive to do this, but it’s important to keep them in. Here’s why: it’s likely the reader has the exact same concerns , so acknowledging these objections and addressing them will help overcome them. It’s important to address your customer’s objections in any type of sales or marketing, not just ignore them and hope the’ll go away.

Come back with fresh eyes – as with any sort of writing or editing, it’s important that you come back to your case study a day or two later and just make sure it all makes sense and you haven’t left anything out. Better yet, show it to a friend or colleague for their feedback and ask them for any suggestions to make the story more compelling.

Add a photo and the person’s full name – You need to make the case study as real as possible. Anonymous success stories aren’t going to cut it, and neither will a last initial such as “John B.”. These look made up. So you need to at least add the person’s full name (and their company name/position if it’s B2B – suburb or city if it’s B2C). It can be weird asking, but also try to get a photo of the person to use with the case study. The worst that can happen is that they say no and you’ll be no worse off than you are now!

The bottom line on gathering and writing case studies

Case studies are a valuable and relatively cheap and easy way to convince customers that your product or service will work for them. These type of success stories should be part of your overall business story, and should be used strategically so that they’re relevant to the customer and used at the right stage of the buying cycle.

Share your own case study tips and experiences in the comments section below!

Reader Interactions

March 31, 2014 at 8:02 am

Great article! I really appreciate your idea to call the case study a “success story”. It really helps frame the piece. Afterall, that’s what it is! Also, many companies use e-mail surveys regularly (possibly with an incentive at the end) to get honest feedback from clients. I think that could still be a good alternative to making phone calls, where the customer may feel like they’re being put on the spot. The survey would allow you to get exact quotes for the case study content, and maybe even find some areas for improvement, too. Thanks for all of these ideas — and for posting the template! I’m definitely going to be using this.

March 31, 2014 at 10:35 am

Good points, Annie. The phone call option is really for people who have a fairly personal relationship with the clients, such as a service business or consultancy.

Yeah surveys would be great for any kind of business where you don’t have a one-to-one relationship with the customer. Also a great way to gather constructive criticism, killing two birds with one stone.

Thanks for your feedback!

March 31, 2014 at 7:02 am

April 2, 2014 at 1:45 pm

I never wrote a case study but I have seen a lot of them through my day job. They are usually pretty interesting reads. Always wondered if I need to have case studies for my illustration business but wasn’t sure.

April 2, 2014 at 2:08 pm

Hey BD, I think they can be really useful for any business in an industry where people are making decisions about hiring you or buying your product. Give it a go!

January 2, 2016 at 5:44 pm

Enjoyable article but template cannot be found and image of answers to case study questions missing.

August 3, 2020 at 1:36 pm

All fixed now, sorry about that Lsai.

Get Started

Get the edge on your competitors with compelling copywriting, done for you.

Let’s Talk

• Bipolar Disorder
• Therapy Center
• When To See a Therapist
• Types of Therapy
• Best Online Therapy
• Best Couples Therapy
• Best Family Therapy
• Managing Stress
• Sleep and Dreaming
• Understanding Emotions
• Self-Improvement
• Healthy Relationships
• Student Resources
• Personality Types
• Guided Meditations
• Verywell Mind Insights
• 2023 Verywell Mind 25
• Mental Health in the Classroom
• Editorial Process
• Meet Our Review Board
• Crisis Support

What Is a Case Study?

Weighing the pros and cons of this method of research

Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

Cara Lustik is a fact-checker and copywriter.

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

All You Wanted to Know About How to Write a Case Study

What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples — so that you won’t have any other questions left.

What Is a Case Study?

A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an idea—their scope is quite vast.

What Is the Difference Between a Research Paper and a Case Study?

While research papers turn the reader’s attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.

Case studies involve a lot of storytelling – they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.

The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.

Here is a rough formula for you to use in your case study:

Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.

Types of Case Studies

The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:

• Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
• Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine you’re working for a startup and you’ve just noticed a significant flaw in your product’s design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
• Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
• Critical case studies explore the causes and effects of a certain case.
• Illustrative case studies describe certain events, investigating outcomes and lessons learned.

Need a compelling case study? EssayPro has got you covered. Our experts are ready to provide you with detailed, insightful case studies that capture the essence of real-world scenarios. Elevate your academic work with our professional assistance.

Case Study Format

The case study format is typically made up of eight parts:

• Executive Summary. Explain what you will examine in the case study. Write an overview of the field you’re researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
• Background. Provide background information and the most relevant facts. Isolate the issues.
• Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
• Proposed Solutions. Offer realistic ways to solve what isn’t working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
• Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
• Implementation. Explain how to put the specific strategies into action.
• References. Provide all the citations.

How to Write a Case Study

Let's discover how to write a case study.

Setting Up the Research

When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:

• Define your objective. Explain the reason why you’re presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
• Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidate’s situation and note down what caused it.
• Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
• Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
• Focus on several key issues – why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.

Read Also: 'CREDIBLE SOURCES: WHAT ARE THEY?'

Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:

• Correctly identify the concepts, theories, and practices in the discipline.
• Identify the relevant theories and principles associated with the particular study.
• Evaluate legal and ethical principles and apply them to your decision-making.
• Recognize the global importance and contribution of your case.
• Construct a coherent summary and explanation of the study.
• Demonstrate analytical and critical-thinking skills.
• Explain the interrelationships between the environment and nature.
• Integrate theory and practice of the discipline within the analysis.

Need Case Study DONE FAST?

Pick a topic, tell us your requirements and get your paper on time.

Case Study Outline

Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.

Introduction

• Statement of the issue: Alcoholism is a disease rather than a weakness of character.
• Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
• Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
• Hypotheses: Drinking in excess can lead to the use of other drugs.
• Importance of your story: How the information you present can help people with their addictions.
• Background of the story: Include an explanation of why you chose this topic.
• Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
• Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
• Strong argument 2: ex. X amount of people started drinking by their mid-teens.
• Strong argument 3: ex. X% of respondents’ parents had issues with alcohol.
• Concluding statement: I have researched if alcoholism is a disease and found out that…
• Recommendations: Ways and actions for preventing alcohol use.

Writing a Case Study Draft

After you’ve done your case study research and written the outline, it’s time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:

• Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references.
• In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your work—presenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research.
• Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world.
• Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case.
• At the end of your case study, you should offer possible solutions, but don’t worry about solving them yourself.

Use Data to Illustrate Key Points in Your Case Study

Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :

‍ With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.

Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.

Finalizing the Draft: Checklist

After you finish drafting your case study, polish it up by answering these ‘ask yourself’ questions and think about how to end your case study:

• Check that you follow the correct case study format, also in regards to text formatting.
• Check that your work is consistent with its referencing and citation style.
• Micro-editing — check for grammar and spelling issues.
• Macro-editing — does ‘the big picture’ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?

Problems to avoid:

• Overgeneralization – Do not go into further research that deviates from the main problem.
• Failure to Document Limitations – Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
• Failure to Extrapolate All Possible Implications – Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.

How to Create a Title Page and Cite a Case Study

Let's see how to create an awesome title page.

Your title page depends on the prescribed citation format. The title page should include:

• A title that attracts some attention and describes your study
• The title should have the words “case study” in it
• The title should range between 5-9 words in length
• Your name and contact information
• Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff

Here is a template for the APA and MLA format title page:

There are some cases when you need to cite someone else's study in your own one – therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.

Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.

Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

To give you an idea of a professional case study example, we gathered and linked some below.

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .

Get Help Form Qualified Writers

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

Don't Know Where to Start?

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. Request ' write my case study ' assistance from our service.

What Is A Case Study?

How to cite a case study in apa, how to write a case study, related articles.

How to write a case study — examples, templates, and tools

It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.

That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.

A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.

In this article, you’ll learn:

What is a case study?

How to write a case study, case study templates, case study examples, case study tools.

A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.

The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:

• Celebrate the customer and make them — not a product or service — the star of the story.
• Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
• Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
• Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
• Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.

Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.

Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.

Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.

Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.

Here are the basic steps to writing a good case study.

1. Identify your goal

Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.

The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.

2. Choose your client or subject

Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.

The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.

Some of the most compelling case studies feature customers who:

• Switch from one product or service to another while naming competitors that missed the mark.
• Experience measurable results that are relatable to others in a specific industry.
• Represent well-known brands and recognizable names that are likely to compel action.
• Advocate for a product or service as a champion and are well-versed in its advantages.

Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.

3. Conduct research and compile data

Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.

This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.

4. Choose the right format

There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:

• An engaging headline
• A subject and customer introduction
• The unique challenge or challenges the customer faced
• The solution the customer used to solve the problem
• The results achieved
• Data and statistics to back up claims of success
• A strong call to action (CTA) to engage with the vendor

It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.

5. Write your case study

We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.

• Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
• Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
• Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
• Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
• Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
• Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.

6. Promote your story

Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.

Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.

Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.

Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.

Template 1 — Challenge-solution-result format

• Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
• Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
• Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
• Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
• Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
• Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.

Template 2 — Data-driven format

• Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
• Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
• Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
• Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
• Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.

While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.

Juniper Networks

One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.

The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.

Tata Consulting

When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.

Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.

When you’re ready to get started with a case study:

• Think about a few goals you’d like to accomplish with your content.
• Make a list of successful clients that would be strong candidates for a case study.
• Reach out to the client to get their approval and conduct an interview.
• Gather the data to present an engaging and effective customer story.

Adobe can help

There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.

To learn more, watch the Adobe Experience Platform story .

Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.

Watch the Real-Time CDP overview video to learn more.

Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.

Request a demo to learn more about Adobe Analytics.

https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you

https://business.adobe.com/blog/basics/business-case

https://business.adobe.com/blog/basics/what-is-real-time-analytics

• Learning Development
• Learning Blog
• Cloud Services
• Cloud Services Blog

Writing Case Studies – a How To Guide

Matt Archer

December 31, 2020, what is a case study.

A case study is a descriptive, exploratory or explanatory document that analyzes a person, object, event, situation, or idea.   People may find themselves writing case studies in different industries for different purposes.  Some examples include:

• Marketing or sales case study to highlight a product or service and its benefits
• Educational or learning case study that highlights a situation and a resolution
• Life or social science case study that explores causation and principles
• Medical case study to record clinical interactions with patients

Marketing or Sales Case Study

Marketing and sales case studies are success stories of a product or service used with a customer. The case study explains how the product or service was used and its return on investment. Most marketing and sales case studies have the following three sections:

• Challenge or problem (introduction and description of the business or customer’s problem)
• Solution (how was the solution selected and implemented)
• Results and benefits (benefits and return on investment for the customer, use data)

Determine the Goal

One of the first steps in creating a case study is determining the purpose and goal. The following questions can help you determine the goals you want to accomplish:

• Who is the audience?
• What product or service are you featuring?
• What is it that you want the reader to know?
• What do you want the reader to learn or do after reading this document?

Capture the Information

A marketing and sales case study is usually a story of success. Once you determine the purpose, you will decide the topic or subject area you want to highlight. Be sure to stick to one topic, as addressing multiple topics in one case study can be confusing.  For the chosen topic, you will need the following information:

• Rationale for the case study and information about the customer
• Background information, data and description about the challenge or problem experienced by the customer. Any data, stats, or numbers that relate to the problem.
• The service or product you used to solve the problem. This can include why it was chosen, the process and methodology used for implementation.
• Details and data about the results and benefits. Data with measurable results is essential for this section.

Next, you will need to determine if you have all the information. In many cases, you may have to interview the customer and/or others to get all the pertinent information and data to support the case study. When interviewing others, make sure you are prepared with a list of specific questions to ask the customer and others. You want to be sure that you are getting the specific data you need to write the case.

Depending on the case study, in general it can vary from 1 – 3 pages long with 1 – 3 paragraphs for each section. Often, each page has a graphic or picture for visual interest. The font and colors should be easy for printing the case study. A white background with a standard font is best, especially if potential customers and others are downloading the case study.

Sample Marketing or Sales Case Study

Educational or Learning Case Study

Writing Case Studies for Educational or Learning purposes often involves a type of problem-based teaching where a situation or challenge is presented along with a resolution or various resolution options. The document will include information about the situation, background information, challenges highlighted, data presented, and solutions evaluated. Sections may include:

• Project or situation summary
• Challenges/Key Issues
• Team/Individual Activity

Determine the Learning Goal

One of the first steps in writing this type of case study is determining the objective or learning goals. The following questions can help you determine the learning goals:

• What do you want the reader to know or do after reading this document?
• Do you want the reader to learn about multiple aspects of a problem or solution or just a single solution?
• Do you want to present all of the data or do you want the learner to determine what additional data or information is needed?
• How will the case study be presented? Will it be part of a learning classroom with group discussion and team exercises? Will it be part of a team meeting and discussion? Will it be a stand-alone document that an individual can read without an instructor?

The information for the case study can be ascertained from your own professional experience, from current or historical events, from books or other resources. In writing an educational or learning case study, you will need the following:

• A structured and engaging story that tells an interesting situation or challenge.
• Understanding of the key issues or challenges. In many cases there are no clear solutions or may have more than one solution.
• Data and background information about the people, location, situation, actions, etc.
• A scenario that provokes questions and encourages the reader to analyze the situation and solutions.
• Information about the key decision makers and stakeholders in the case and their roles and perspective.

Determine if you have all the necessary information or if you will need to conduct research or interviews. When interviewing others, make sure you are prepared with a list of specific questions to be sure you are getting the specific data you need to write the case.

The case study can vary in depth from one to 20 pages or more. The font and colors should be easy for printing the case study. A white background with a standard font is best, especially if the case study is downloaded and printed numerous times.

Sample Learning Case Study

Project or situation summary.

Consultant met with a client who was struggling to determine the proper path to move their business due to some key factors and issues.  The Client Company is 17 years old with 51 employees, 10 of which are sales, 24 are in operations, and the rest in administration.  The company has been struggling to determine the best method to manage all aspects of its human resource, accounting, operations, and sales systems.

The Client Company worked with an IT firm over a 2-year period with little success in integrating all key solutions.

Challenges and Key Issues

• Already invested nearly $100k into current infrastructure
• Losing productivity because systems are not well integrated
• Poor internal selection processes of solutions
• Staff is not trained on the current applications and their cross functionality
• Accounting and Operations applications are not communicating which leaves staff double entering data
• Cross-over of duplicated functionality in various systems which makes determination of where to enter data challenging

Consultant met with his key team members to determine which solutions were most reliable to create integration of software solutions, reduction in IT overhead, improvement in system processing and better training for The Client Company personnel.

The solution offered by Consultant cost $150k, plus the total cost of year-over-year ownership of $35k in recurring software licensing fees.  The solution could be implemented within 6-months from a signed statement of work.

In addition, the Consultant offered a phased implementation approach to help reduce the initial financial start-up burden.

The solution virtually reduces the client’s software applications from 7 internal and external facing applications to 5.  Of the five applications, four exist in the infrastructure and one is a new application to eliminate the gaps in the Accounting and Operations department.

The new application is expected to reduce wasted employee hours by 25% through the elimination of double entry, improved synchronicity, and better notifications when tasks are complete.  This reduction in wasted time equals nearly workforce cost savings of $200k per year.

Client Company decided to stay with the existing infrastructure because they had invested so much money over a two-year period that they felt an additional $150k outlay of capital was cost prohibitive. While there was a real ROI for the Accounting and Operations system, they felt it was important to preserve existing jobs and would consider a more reliable solution in 18-months.

Team Discussion

• What additional challenges should have been uncovered during the business analysis phase?
• Determine which challenges were the most significant impact to their current pain points?
• Discuss how those challenges could have been used to sell the consultant’s solution with more persuasion.
• What other solution could you have offered that may have been successful in off-setting more of the cost?
• What different approach may have been taken to create a different outcome (e.g. working with their existing applications and improving process?)

General Tips for Writing Case Studies

• Grab the reader’s attention with a catchy and descriptive title
• Write the case study in first person (“I”) or third person (“he/she”).
• Make the case study easy to read and scan. Use bulleted lists, short paragraphs, and highlight your point.
• Consider the reader’s point of view and what information is important to them.
• Write out acronyms and consider your audience when using industry-specific terms and jargon.
• Always include the author or your business contact information.
• If you gathered data or information from others in helping you write the case study, send them a copy to review. They should be checking to make sure the information is correct.
• Use professional-looking photographs, graphics, layouts, etc.
• Have someone proofread and edit the case study.
• Decide how you will use and share the case study once it is complete.

Final Thoughts

When writing case studies, they should be customized to your needs. It could include additional sections such as background or evaluation sections.  It can contain graphics and pictures related to the specific topic. It should also reflect your company’s branding.

If you have additional questions or need support, contact us at:

Positive Results™ Custom Business Solutions

440.499.4944

https://PositiveResults.com

7 Essential Tips for Writing in the Third Person

Table of contents

Alana Chase

Whether you’re a student, business professional, or writer, knowing how to write well in the third person is an essential skill.

But you may not be sure of all the rules or how to make your third-person writing shine.

As an editor and writing coach of 11 years, I’ve taught students and writers at all levels how to master the third-person point of view (POV). All you need to get started is a good understanding of third-person pronouns and a bit of practice for consistency. 

By the end of this article, you’ll know when and how to use third-person perspective. You'll also find helpful tips for taking your third-person writing to the next level.

Key takeaways 

• In the third-person perspective, the narrator is separate from the story. 
• Third-person perspective uses he/him/his, she/her/hers, and they/them/their pronouns. 
• Consistency is key: Don’t switch between perspectives in a single document.
• Practicing third-person writing and editing your work is vital to improving your skills.

What is third-person point of view (POV)?

In writing, there are three ways to tell a story: first-person, second-person, or third-person POV. 

First-person POV is from the narrator’s perspective: 

“ I saw the bird steal my sandwich, and I ran after it.”

Second-person POV is from the reader’s perspective: 

“ You saw the bird steal your sandwich, and you ran after it.”

Third-person POV, however, separates the narrator from the story and uses third-person pronouns (like he/him, she/her, and they/them) to describe events, actions, thoughts, and emotions. Characters are referred to by name or one of these pronouns: 

“ Alex saw the bird steal his/her/their sandwich, and he/she/they ran after it.”

Third-person POV is used in all kinds of writing — from novels to research papers, journalistic articles, copywriting materials, and more. Check out some examples below.

Examples of third-person perspective

• In a novel: “Robb and Jon sat tall and still on their horses, with Bran between them on his pony, trying to seem older than seven, trying to pretend that he’d seen all this before.” (From A Game of Thrones by George R. R. Martin)
• In a news article : “This weekend, Iceland experienced nearly 2,000 earthquakes within 48 hours. And they’ve kept coming since then – in swarms.” (From “Thousands of earthquakes have scientists watching for a volcanic eruption in Iceland” on NPR’s website )
• In copywriting : “Balm Dotcom’s formula has antioxidants and natural emollients to nourish dry lips.” (Website copy describing Glossier’s Balm Dotcom lip product )

7 tips for writing in the third person

Just like the first and second person, you’ve probably already written in the third person before. But to do it well , you’ll need some key tips and tricks in your writing toolkit. 

Let’s dive into the seven essentials for third-person writing.

Tip 1: Use third-person determiners and pronouns 

In grammar, determiners introduce and modify nouns. They’re used to specify what a noun refers to (like “ my laptop”) or the quantity of it (like “ many sandwiches”). 

Meanwhile, pronouns are substitutes for nouns, referring to people, places, or things. For example, “Caroline [noun] is a skilled musician, and she [pronoun] especially loves playing the piano.”

When you write in the third person, use only third-person determiners and pronouns. Let’s take a look at the different types of pronouns. 

Tip 2: Use names for clarity

In third-person writing, using names is crucial for clarity, especially when multiple people/characters share similar pronouns. Strategically incorporate names into your writing to help readers keep track of who’s who. 

For example:

‍ “She submitted the script draft to her, and she made suggestions for changes.”

‍ “Mira submitted the script draft to Lynn, and Lynn made suggestions for changes.”

Tip: Use a character or person’s name when introducing them in your writing. Then, alternate between using pronouns and their name to prevent confusion.

Tip 3: Keep the narration neutral

When you write in the third person, your narrator is an uninvolved observer. They have no opinions on the people, places, things, or events they describe. Their words and tone should be neutral (but not boring).

To achieve this in your writing:

• Think of your narrator as a reporter. Their job is to detail what’s happening, when and why it’s occurring, who’s involved, and any background information that can give context. They don’t offer a personal interpretation of events. Instead, they provide facts and supporting details.
• Save the judgment for characters. Rather than having your narrator share their critique of events or individuals, have a character offer their opinion — either through dialogue, actions, or reactions. For instance, instead of writing, “Dr. Shaw was a courageous woman,” let a character convey admiration by telling Dr. Shaw, “I’ve always admired your fearlessness.”
• Be objective with your descriptions. Avoid subjective adjectives and focus on observable features. For example, instead of describing a landscape as “breathtaking,” write that it’s “marked with snow-capped mountains and patches of tall pine trees.” 

Tip 4: Use descriptive language

Showing — and not just telling — is essential when writing in the third person. Instead of stating emotions and experiences outright, immerse your reader in your character’s reality. Create vivid descriptions of their thoughts, feelings, and surroundings. Use language that engages the senses: sight, sound, smell, touch, and taste. 

For example: 

“Aisha was nervous.”

‍ “Aisha’s hands trembled, and her tongue felt dry against the roof of her mouth. The spotlight above the stage shone white-hot, causing beads of sweat to form along Aisha’s hairline.”

Tip 5: Be consistent

Once you establish a third-person POV, stick to it . Avoid switching from the third person to the first or second person. Otherwise, you’ll confuse the reader and disrupt the flow of your writing.

“Hannah felt a surge of excitement when her telephone rang, anticipating good news about her mortgage application. I felt my heart rate quicken as I answered.” (Switches from the third person to the first person)

“Hannah felt a surge of excitement when her telephone rang, anticipating good news about her mortgage application. She felt her heart rate quicken as she answered.” (Remains in the third person)

Tip 6: Practice

Writing in the third person might feel strange at first, especially if you’re used to using the first or second person. However, it’ll come more naturally to you with practice.

Here are two writing exercises you can try right now:

Writing Exercise #1

Take an excerpt from an article or book written in the first or second person and rewrite it in the third person. Below is an example using The Catcher in the Rye , whose main character is named Holden.

Before: “The other reason I wasn’t down at the game was because I was on my way to say good-by to old Spencer, my history teacher.”

After: “The other reason Holden wasn’t down at the game was because he was on his way to say good-by to old Spencer, his history teacher.”

Writing Exercise #2

Turn on a movie or television show, mute the sound, and closely observe two characters. Give them each a name. Using third-person pronouns and their names, describe the characters’ actions and what you believe they’re thinking and feeling. 

Above all, write in the third person as often as possible , following the tips in this guide. Remember, your writing skills are like muscles: The more you exercise them, the stronger they become. 

Tip 7: Carefully revise 

After you’ve written something in the third person, carefully review and revise your work. 

Check that your writing :

• Uses third-person determiners and pronouns accurately and consistently
• Incorporates names where pronouns may cause confusion
• Maintains a neutral tone, where your narrator doesn’t offer personal opinions or interpretations
• Doesn’t shift to the first or second person

Make changes where necessary, then read through your work a final time.

AI tip: Wordtune can help you self-edit and help improve your writing overall.

Paste your work into Wordtune’s Editor, or write in it directly, and use the features to shorten or expand your sentences, make your tone more casual or formal, and more. Wordtune will also automatically flag spelling and grammar errors and suggest ways to improve concision, clarity, and flow.

Get Wordtune for free > Get Wordtune for free >

Bonus tip (advanced): Learn the different types of third-person POV

Did you know there are three types of third-person POV? Getting familiar with them can help you make your writing even more impactful.

• Third-person objective , where the narrator is “a fly on the wall”: They provide an objective account of events without exploring people/characters’ emotions or thoughts.
• Third-person omniscient , where the narrator has unlimited knowledge of all events and characters’ thoughts and feelings. 
• Third-person limited , also called “close third,” where the narrator has access to just one character’s emotions, thoughts, and experiences. 

With this knowledge, you can choose the right perspective for your writing depending on its purpose, tone, and goals. 

For instance, use third-person omniscient to show readers what’s happening with everyone in your novel. Or, you could go for third-person objective in an academic paper where you must present facts without sharing your interpretation of them.

Writing well in the third person takes thought and effort. You must use third-person determiners and pronouns, weave in descriptive language, and keep your narration neutral. You also need to be consistent with your POV, ensuring you don’t accidentally switch to the first or second person. Finally, review and revise your work to make sure it’s clear and error-free. 

Using this guide — and Wordtune’s tools to polish your writing — you’ll get the hang of the third-person perspective in no time.

To continue sharpening your writing skills, read our articles on mastering tone of voice and writing concisely (with help from AI). Then, check out our proofreading guide to keep your work flawless . 

What is a third-person word example?

Third-person words are pronouns like “he,” “her,” “they,” “it,” “hers,” and “theirs.”

Should I write in the first or third person?

It depends on the closeness you want to create with your audience. The first person allows for a personal connection between the narrator and the reader, while the third person creates distance between the narrator and the audience.

What are the disadvantages of writing in the third person?

Third-person writing can lead to a lack of intimacy with the reader. This can be a disadvantage for some writers but an advantage for others, like those in academic and professional settings.

Share This Article:

How to Master Concise Writing: 9 Tips to Write Clear and Crisp Content

Title Case vs. Sentence Case: How to Capitalize Your Titles

How to Properly Conduct Research with AI: Tools, Process, and Approach

Looking for fresh content, thank you your submission has been received.

Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, generate accurate citations for free.

• Knowledge Base

Methodology

• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Prevent plagiarism. Run a free check.

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

Receive feedback on language, structure, and formatting

Professional editors proofread and edit your paper by focusing on:

• Academic style
• Vague sentences
• Style consistency

See an example

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, November 20). What Is a Case Study? | Definition, Examples & Methods. Scribbr. Retrieved April 9, 2024, from https://www.scribbr.com/methodology/case-study/

Is this article helpful?

Shona McCombes

Other students also liked, primary vs. secondary sources | difference & examples, what is a theoretical framework | guide to organizing, what is action research | definition & examples, what is your plagiarism score.

• PRO Courses Guides New Tech Help Pro Expert Videos About wikiHow Pro Upgrade Sign In
• EDIT Edit this Article
• EXPLORE Tech Help Pro About Us Random Article Quizzes Request a New Article Community Dashboard This Or That Game Popular Categories Arts and Entertainment Artwork Books Movies Computers and Electronics Computers Phone Skills Technology Hacks Health Men's Health Mental Health Women's Health Relationships Dating Love Relationship Issues Hobbies and Crafts Crafts Drawing Games Education & Communication Communication Skills Personal Development Studying Personal Care and Style Fashion Hair Care Personal Hygiene Youth Personal Care School Stuff Dating All Categories Arts and Entertainment Finance and Business Home and Garden Relationship Quizzes Cars & Other Vehicles Food and Entertaining Personal Care and Style Sports and Fitness Computers and Electronics Health Pets and Animals Travel Education & Communication Hobbies and Crafts Philosophy and Religion Work World Family Life Holidays and Traditions Relationships Youth
• Browse Articles
• Learn Something New
• Quizzes Hot
• This Or That Game New
• Train Your Brain
• Explore More
• Support wikiHow
• About wikiHow
• Log in / Sign up
• Education and Communications
• Editing and Style

How to Write in Third Person

Last Updated: March 27, 2024 Fact Checked

This article was co-authored by Alicia Cook . Alicia Cook is a Professional Writer based in Newark, New Jersey. With over 12 years of experience, Alicia specializes in poetry and uses her platform to advocate for families affected by addiction and to fight for breaking the stigma against addiction and mental illness. She holds a BA in English and Journalism from Georgian Court University and an MBA from Saint Peter’s University. Alicia is a bestselling poet with Andrews McMeel Publishing and her work has been featured in numerous media outlets including the NY Post, CNN, USA Today, the HuffPost, the LA Times, American Songwriter Magazine, and Bustle. She was named by Teen Vogue as one of the 10 social media poets to know and her poetry mixtape, “Stuff I’ve Been Feeling Lately” was a finalist in the 2016 Goodreads Choice Awards. There are 7 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 1,133,279 times.

Writing in third person can be a simple task, with a little practice. For academic purposes, third person writing means that the writer must avoid using subjective pronouns like “I” or “you.” For creative writing purposes, there are differences between third person omniscient, limited, objective, and episodically limited points of view. Choose which one fits your writing project.

Writing in Third Person Academically

• Third person helps the writing stay focused on facts and evidence instead of personal opinion.

• Third person pronouns include: he, she, it; his, her, its; him, her, it; himself, herself, itself; they; them; their; themselves.
• Names of other people are also considered appropriate for third person use.
• Example: “ Smith believes differently. According to his research, earlier claims on the subject are incorrect.”

• First person pronouns include: I, me, my, mine, myself, we, us, our, ours, ourselves. [3] X Research source
• The problem with first person is that, academically speaking, it sounds too personalized and too subjective. In other words, it may be difficult to convince the reader that the views and ideas being expressed are unbiased and untainted by personal feelings. Many times, when using first person in academic writing, people use phrases like "I think," "I believe," or "in my opinion."
• Incorrect example: “Even though Smith thinks this way, I think his argument is incorrect.”
• Correct example: “Even though Smith thinks this way, others in the field disagree.”

• Second person pronouns include: you, your, yours, yourself. [4] X Research source
• One main problem with second person is that it can sound accusatory. It runs to risk of placing too much responsibility on the shoulders of the reader specifically and presently reading the work.
• Incorrect example: “If you still disagree nowadays, then you must be ignorant of the facts.”
• Correct example: “Someone who still disagrees nowadays must be ignorant of the facts.”

• Indefinite third person nouns common to academic writing include: the writer, the reader, individuals, students, a student, an instructor, people, a person, a woman, a man, a child, researchers, scientists, writers, experts.
• Example: “In spite of the challenges involved, researchers still persist in their claims.”
• Indefinite third person pronouns include: one, anyone, everyone, someone, no one, another, any, each, either, everybody, neither, nobody, other, anybody, somebody, everything, someone.
• Incorrect example: "You might be tempted to agree without all the facts."
• Correct example: “ One might be tempted to agree without all the facts.”
• This is usually done in an attempt to avoid the gender-specific “he” and “she” pronouns. The mistake here would be to use the “they” pronoun with singular conjugation. [5] X Research source
• Incorrect example: “The witness wanted to offer anonymous testimony. They was afraid of getting hurt if their name was spread.”
• Correct example: “The witness wanted to offer anonymous testimony. They were afraid of getting hurt if their name was spread.”

Writing in Third Person Omniscient

• For instance, a story may include four major characters: William, Bob, Erika, and Samantha. At various points throughout the story, the thoughts and actions of each character should be portrayed. These thoughts can occur within the same chapter or block of narration.
• Writers of omniscient narratives should be conscious of “head-hopping” — that is, shifting character perspectives within a scene. While this does not technically break the rules of Third Person Omniscience, it is widely considered a hallmark of narrative laziness.

• In a sense, the writer of a third person omniscient story is somewhat like the “god” of that story. The writer can observe the external actions of any character at any time, but unlike a limited human observer, the writer can also peek into the inner workings of that character at will, as well.
• Know when to hold back. Even though a writer can reveal any information they choose to reveal, it may be more beneficial to reveal some things gradually. For instance, if one character is supposed to have a mysterious aura, it would be wise to limit access to that character's inner feelings for a while before revealing his or her true motives.

• Do not use first person and second person points of view in the narrative or descriptive portions of the text.
• Correct example: Bob said to Erika, “I think this is creepy. What do you think?”
• Incorrect example: I thought this was creepy, and Bob and Erika thought so, too. What do you think?

Writing in Third Person Limited

• The thoughts and feelings of other characters remain an unknown for the writer throughout the duration of the text. There should be no switching back and forth between characters for this specific type of narrative viewpoint.
• Unlike first person, where the narrator and protagonist are the same, third person limited puts a critical sliver of distance between protagonist and narrator. The writer has the choice to describe one main character’s nasty habit — something they wouldn’t readily reveal if the narration were left entirely to them.

• In other words, do not use first person pronouns like “I,” “me,” “my,” “we,” or “our” outside of dialog. The main character's thoughts and feelings are transparent to the writer, but that character should not double as a narrator.
• Correct example: “Tiffany felt awful after the argument with her boyfriend.”
• Correct example: “Tiffany thought, “I feel awful after that argument with my boyfriend.”
• Incorrect example: “I felt awful after the argument with my boyfriend.”

• Note that the writer can offer insight or guesses regarding the thoughts of other characters, but those guesses must be presented through the perspective of the main character.
• Correct example: “Tiffany felt awful, but judging by the expression on Carl's face, she imagined that he felt just as bad if not worse.”
• Incorrect example: “Tiffany felt awful. What she didn't know was that Carl felt even worse.”

• Correct example: “Tiffany watched from the window as Carl walked up to her house and rang the doorbell.”
• Incorrect example: “As soon as Tiffany left the room, Carl let out a sigh of relief.”

Writing in Episodically Limited Third Person

• Limit the amount of pov characters you include. You don't want to have too many characters that confuse your reader or serve no purpose. Each pov character should have a specific purpose for having a unique point of view. Ask yourself what each pov character contributes to the story.
• For instance, in a romance story following two main characters, Kevin and Felicia, the writer may opt to explain the inner workings of both characters at different moments in the story.
• One character may receive more attention than any other, but all main characters being followed should receive attention at some point in the story.

• Multiple perspectives should not appear within the same narrative space. When one character's perspective ends, another character's can begin. The two perspectives should not be intermixed within the same space.
• Incorrect example: “Kevin felt completely enamored of Felicia from the moment he met her. Felicia, on the other hand, had difficulty trusting Kevin.”

• In a novel-length work, a good time to switch perspective is at the start of a new chapter or at a chapter break.
• The writer should also identify the character whose perspective is being followed at the start of the section, preferably in the first sentence. Otherwise, the reader may waste too much energy guessing.
• Correct example: “Felicia hated to admit it, but the roses Kevin left on her doorstep were a pleasant surprise.”
• Incorrect example: “The roses left on the doorstep seemed like a nice touch.”

• For instance, if Kevin had a talk with Felicia's best friend about Felicia's feelings for him, Felicia herself would have no way of knowing what was said unless she witnessed the conversation or heard about it from either Kevin or her friend.

Writing in Third Person Objective

• There does not need to be a single main character to focus on. The writer can switch between characters, following different characters throughout the course of the narrative, as often as needed.
• Stay away from first person terms like “I” and second person terms like “you” in the narrative, though. Only use first and second person within dialog.

• Imagine that you are an invisible bystander observing the actions and dialog of the characters in your story. You are not omniscient, so you do not have access to any character's inner thoughts and feelings. You only have access to each character's actions.
• Correct example: “After class, Graham hurriedly left the room and rushed back to his dorm room.”
• Incorrect example: “After class, Graham raced from the room and rushed back to his dorm room. The lecture had made him so angry that he felt as though he might snap at the next person he met.”

• Correct example: “When no one else was watching her, Isabelle began to cry.”
• Incorrect example: “Isabelle was too prideful to cry in front of other people, but she felt completely broken-hearted and began crying once she was alone.”

• Let the reader draw his or her own conclusions. Present the actions of the character without analyzing them or explaining how those actions should be viewed.
• Correct example: “Yolanda looked over her shoulder three times before sitting down.”
• Incorrect example: “It might seem like a strange action, but Yolanda looked over her shoulder three times before sitting down. This compulsive habit is an indication of her paranoid state of mind.”

Examples of Third Person POV

Expert Q&A

You Might Also Like

• ↑ https://stlcc.edu/student-support/academic-success-and-tutoring/writing-center/writing-resources/point-of-view-in-academic-writing.aspx
• ↑ http://studysupportresources.port.ac.uk/Writing%20in%20the%20third%20peson.pdf
• ↑ http://www.grammar-monster.com/glossary/third_person.htm
• ↑ https://www.grammarly.com/blog/use-the-singular-they/
• ↑ Alicia Cook. Professional Writer. Expert Interview. 11 December 2020.
• ↑ https://www.merriam-webster.com/words-at-play/point-of-view-first-second-third-person-difference
• ↑ https://ojs.library.dal.ca/YAHS/article/viewFile/7236/6278

About This Article

To write in third person, refer to people or characters by name or use third person pronouns like he, she, it; his, her, its; him, her, it; himself, herself, itself; they; them; their; and themselves. Avoid first and second person pronouns completely. For academic writing, focus on a general viewpoint rather than a specific person's to keep things in third person. In other types of writing, you can write in third person by shifting your focus from character to character or by focusing on a single character. To learn more from our Literary Studies Ph.D., like the differences between third person omniscient and third person limited writing, keep reading the article! Did this summary help you? Yes No

• Send fan mail to authors

Reader Success Stories

Jul 31, 2016

Did this article help you?

Jean Scicluna

Jan 31, 2021

Nov 4, 2016

Karen Evans

Aug 5, 2016

Oct 20, 2016

Featured Articles

Trending Articles

Watch Articles

• Terms of Use
• Privacy Policy
• Do Not Sell or Share My Info
• Not Selling Info

wikiHow Tech Help Pro:

Level up your tech skills and stay ahead of the curve

How to Write a Case Study

This guide explains how to write a descriptive case study. A descriptive case study describes how an organization handled a specific issue. Case studies can vary in length and the amount of details provided. They can be fictional or based on true events.

Why should you write one? Case studies can help others (e.g., students, other organizations, employees) learn about

• new concepts,
• best practices, and
• situations they might face.

Writing a case study also allows you to critically examine your organizational practices.

The following pages provide examples of different types of case study formats. As you read them, think about what stands out to you. Which format best matches your needs? You can make similar stylistic choices when you write your own case study.

ACF Case Studies of Community Economic Development This page contains links to nine case studies that describe how different organizations performed economic development activities in their communities.

National Asthma Control Program Wee Wheezers This case study describes a public health program.

CDC Epidemiologic Case Studies This page contains links to five classroom-style case studies on foodborne diseases.

ATSDR Environmental Health and Medicine This page contains links to approximately 20 classroom-style case studies focused on exposures to environmental hazards.

What are your goals ? What should your intended readers understand or learn after reading your case? Pick 1–5 realistic goals. The more goals you include, the more complex your case study might need to be.

Who is your audience? You need to write with them in mind.

What kind of background knowledge do they have? Very little, moderate, or a lot of knowledge. Be sure to explain special terms and jargon so that readers with little to moderate knowledge can understand and enjoy your case study.

What format do you need to use? Will your case study be published in a journal, online, or printed as part of a handout? Think about how word minimums or maximums will shape what you can talk about and how you talk about it. For example, you may be allowed fewer words for a case study written for a print textbook than for a webpage.

What narrative perspective will you use? A first-person perspective uses words such as “I” and” “we” to tell a story. A third-person perspective uses pronouns and names such as “they” or “CDC”. Be consistent throughout your case study.

Depending on your writing style, you might prefer to write everything that comes to your mind first, then organize and edit it later. Some of you might prefer to use headings or be more structured and methodical in your approach. Any writing style is fine, just be sure to write! Later, after you have included all the necessary information, you can go back and find more appropriate words, ensure your writing is clear, and edit your punctuation and grammar.

• Use clear writing principles, sometimes called plain language. More information can be found in the CDC’s Guide to Clear Writing [PDF – 5 MB] or on the Federal Plain Language website .
• Use active voice instead of passive voice. If you are unfamiliar with active voice, review resources such as NCEH/ATSDR’s Training on Active Voice , The National Archive’s Active Voice Tips , and USCIS’ Video on Active Voice .
• Word choice is important. If you use jargon or special terminology, define it for readers.
• CDC has developed many resources to help writers choose better words. These include the NCEH/ATSDR Environmental Health Thesaurus , CDC’s National Center for Health Marketing Plain Language Thesaurus for Health Communicators [PDF – 565 KB] , CDC’s Everyday Words for Public Health Communication [PDF – 282 KB] , and the NCEH/ATSDR’s Clear Writing Hub .

After writing a draft, the case study writer or team should have 2–3 people, unfamiliar with the draft, read it over. These people should highlight any words or sentences they find confusing. They can also write down one or two questions that they still have after reading the draft. The case study writer or team can use those notes make edits.

• Review your goals for the case study. Have you met each goal? Make any necessary edits.
• Check your sentence length. If your sentence has more than 20 words, it might be too long. Limit each sentence to one main idea.
• Use common words and phrases. Review a list of commonly misused words and phrases.
• Be sure you have been consistent with your verb tenses throughout.

Finally, the writer/team should have someone with a good eye for detail review the case study for grammar and formatting issues. You can review the CDC Style Guide [PDF – 1.36 MB]  for clarification on the use of punctuation, spelling, tables, etc.

Green BN, Johnson CD. How to write a case report for publication. Journal of Chiropractic Medicine. 2006;5(2):72-82. https://doi.org/10.1016/S0899-3467(07)60137-2

Scholz RW, Tietje O. Types of case studies. In: Embedded Case Study Methods . Thousand Oaks (CA): SAGE Publications, Inc.; 2002. P. 9-14. doi:10.4135/9781412984027

Warner C. How to Write a Case Study [online]. 2009. Available from URL: https://www.asec.purdue.edu/lct/HBCU/documents/HOWTOWRITEACASESTUDY.pdf [PDF – 14.5 KB]

Title: Organization: Author(s):

Goals: After reading this case study, readers should

Introduction Who is your organization? What is your expertise? Provide your audience with some background information, such as your expertise. This provides context to help them understand your decisions. (How much should you write? A few sentences to 1 paragraph)

What problem did you address? Who identified the problem? Provide some background on who noticed the problem and how it was reported. Were multiple organizations or people involved in identifying and addressing the problem? This will help the reader understand how and why decisions were made. (1 paragraph)

Case Details Provide more information about the community. What factors affected your decisions? Describe the community. The context, or setting, is very important to readers. What are some of the unique characteristics that affected your decisions? (1 paragraph)

How did you address the problem? Start at the beginning. Summarize what happened, in chronological order. If you know which section of the publication your case study is likely to be put in, you can specify how your actions addressed one or more of the main points of the publication/lesson.

What challenge(s) did you encounter? Address them now if you have not already.

What was the outcome? What were your notable achievements? Explain how your actions or the outcomes satisfy your learning goals for the reader. Be clear about the main point. For example, if you wanted readers to understand how your organization dealt with a major organizational change, include a few sentences that reiterate how you encountered and dealt with the organizational change. (A few sentences to 1 paragraph)

Conclusion Summarize lessons learned. Reiterate your main point(s) for the reader by explaining how your actions, or the outcomes, meet your goals for the reader.

Exit Notification / Disclaimer Policy

• The Centers for Disease Control and Prevention (CDC) cannot attest to the accuracy of a non-federal website.
• Linking to a non-federal website does not constitute an endorsement by CDC or any of its employees of the sponsors or the information and products presented on the website.
• You will be subject to the destination website's privacy policy when you follow the link.
• CDC is not responsible for Section 508 compliance (accessibility) on other federal or private website.

BibGuru Blog

Be more productive in school

• Citation Styles

How to write in third-person

Although there are three narratives you can use in any form of writing when it comes to your papers and anything academic you produce, it’s best to choose the third-person. It’s pretty simple with a bit of practice, but if you’re completely new to this writing style, here’s what you need to know about how to write in third-person.

What does writing in third-person mean?

Writing in third-person is one of the three styles you can use when describing a point of view. Even though you might not know it, chances are you’ve used first, second and third person in writing projects throughout your education.

It’s a narrative where you’re totally independent of the subject you’re analyzing and writing about. You don’t take sides. You don’t try to influence what readers feel. It’s a completely unbiased, objective way of writing that tells a story or dissects a topic right down the middle.

There’s a lot of information out there about how you can differentiate between the three in roundabout ways, making it unnecessarily complicated. Here’s a quick breakdown to understand the differences for when you write your following paper:

First-person

This is from the I/we perspective. It’s where we talk about us , ourselves, and our opinions. If we go down the first-person route, writing will include pronouns like I , me , myself, and mine .

Second-person

This point of view belongs to the person you’re addressing — so its a you perspective. In your writing, you’d use second-person pronouns such as you , your, and yourselves .

Third-person

The third-person point of view is aimed at the person or people being talked about, which is the type of writing you’d find in stories. In this perspective, you’d use pronouns like he , she , him , her , his , hers , himself , herself , it , them , their, and themselves . Or, you’d use a name. But that tends to happen more in stories than research papers.

Notice the difference between the three?

When to write in third-person

The third-person point of view tells the reader a story and it’s often the go-to when you’re taking an authoritative stance in your papers, which is why it’s so common in academic writing.

So, always choose the third-person stance when writing academic copy, such as essays and research papers.

The reason for this is it’ll make your papers less personal and more objective, meaning the objectivity will make you come across as more credible and less biased. Ultimately, this will help your grades as the third-person view keeps you focused on evidence and facts instead of your opinion.

You can break third-person perspectives into three other types, including omniscient, limited, and objective. Although they’re more associated with creative writing than academic work and essays, your writing is likely to fall under the third-person objective point of view.

A third-person objective point of view is about being neutral and presenting your findings and research in an observational way, rather than influencing the reader with your opinions.

How to use the third-person point of view

Rule number one: Never refer to yourself in your essay in the third-person. That’s a no-no.

For instance, here’s how you shouldn’t write a sentence in your essay if you’re writing about virtual learning as an example.

“I feel like students perform better at home because they have more freedom and are more comfortable.”

It’s a simple sentence, but there’s a lot wrong with it when you’re talking about research papers and adopting a third-person narrative. Why? Because you’re using first-person pronouns and, as it sounds like an opinion, you can’t back up your claims with a stat or any credible research. There’s no substance to it whatsoever.

Also, it isn’t very assertive. The person marking your work won’t be impressed by “I feel like,” because it shows no authority and highlights that it came from your brain and not anywhere of note.

By including terms like “I think” or “I feel” like in the example above, you’re already off to a bad start.

But when you switch that example to the third-person point of view, you can cite your sources , which is precisely what you need to do in your essays and research papers to achieve higher grades.

Let’s switch that sentence up and expand it using the third-person point of view:

“A psychological study from Karrie Goodwin shows that students thrive in virtual classrooms as it offers flexibility. They can make their own hours and take regular breaks. Another study from high school teacher, Ashlee Trip, highlighted that children enjoy freedom, the ability to work at their own pace and decide what their day will look like.”

With a third-person narrative, you can present evidence to the reader and back up the claims you make. So, it not only shows what you know, but it also shows you took the time to research and strengthen your paper with credible resources and facts — not just opinions.

6 tips for writing in third-person

1. understand your voice won’t always shine in your essays.

Every single piece of writing tends to have a voice or point of view as if you’re speaking to the reader directly. However, that can’t always happen in academic writing as it’s objective compared to a novel, for example. Don’t try to ‘fluff’ up your piece to try and cram your personality in, as your academic work doesn’t need it.

2. Don’t focus on yourself or the reader — focus on the text

An academic piece of work always has a formal tone as it’s objective. When you write your next paper, focus on the writing itself rather than the writer or the reader.

3. Coach yourself out of using first-person pronouns

This is easier said than done if all you’ve ever done is first- or second-person writing. When you write your next paper, scan through it to see if you’ve written anything in first-person and replace it with the third-person narrative.

Here are a few regular offenders that pop up in academic papers — along with how you can switch the statements to third-person:

• I argue should be this essay argues
• I found that should be it was found that
• We researched should be the group researched
• I will also analyze should be topic X will also be analyzed

The same applies to second-person, as there are plenty of cases where it tends to slip through in academic writing. Again, it’s pretty straightforward to switch the more you practice. For instance:

• Your paper will be marked higher if you use a citation tool should be the use of a citation tool will improve one’s grades

4. Be as specific as possible

This is where things can get a little bit confusing. Writing in third-person is all about including pronouns like he, she, it, and they. However, using them towards the beginning of sentences can be pretty vague and might even confuse the reader — this is the last thing you want from your essay or paper.

Instead, try using nouns towards the beginning of sentences. For example, use the actual subject, such as the interviewer or the writer, rather than he, she, or they when you begin the sentence.

The same applies to terms like it. Start the sentence with the ‘it’ is that you’re describing. If it’s a citation tool, begin the sentence by referencing what you’re discussing, so you aren’t vague. Clarity is key.

5. Write in the present tense when using third-person

In any form of academic writing, you need to write your reports, essays, and research papers in the present tense, especially when introducing different subjects or findings.

So, rather than saying “This paper analyzed” (which does seem correct as technically that part was in the past and the writing is in the present), you should write “This report analyzes” — as if you’re analyzing right here and now.

However, the difference is when you highlight how you did the research, that should be in the past tense. This means you’d use third-person phrases like “The equipment that was used” or “The results were analyzed by”, for instance.

6. Avoid adding your own thoughts

If your report is on a subject that’s close to your heart, it can be super tempting to sprinkle in your own thoughts. It’s a challenge, but you need to coach yourself out of it.

In academic writing, you aren’t a commentator. You’re a reporter. You need to let readers draw their conclusions without over-analyzing them or making the reader lean one way or another.

The easiest way to get to grips with writing your academic papers in the third-person is to be consistent and practice often. Criticize your work and analyze it until it becomes the norm. Yes, it can be a little complex in the early days, but before you know it, you’d have mastered the technique, helping you take your papers and reports up a level.

Frequently Asked Questions about writing in third-person

In third-person, you’d use pronouns like he , she , him , her , his , hers , himself , herself , it , them , their, and themselves . Or, you’d use a name.

You is used in second person and is therefore not used in third person. The second person is used for the person that is being addressed.

The third-person point of view is aimed at the person or people being talked about, which is the type of writing you’d find in stories. When writing in third-person view, make sure to write in the present tense and avoid adding your own thoughts.

When writing in third person, you should actually always write in the present tense since you are mostly presenting results in this view.

The second person point of view belongs to the person you’re addressing — so its a you perspective. In your writing, you’d use second-person pronouns such as you , your, and yourselves .

Make your life easier with our productivity and writing resources.

For students and teachers.

5 Common Mistakes When Writing A Case Study And How To Avoid Them

by Aaron Larson | Nov 18, 2015 | Marketing , Weekly Articles | 0 comments

Case studies are a powerful marketing tool, and even better piece of content that can positively impact your businesses sales.

Case studies are excellent at creating trust and credibility with customers and prospects, as well as excellent ways for your sales team to better target your audience.

Case studies are great for PR, too.

In reality, however, most case studies fail. They fail because they are either mind numbingly boring, or devoid of any quantitative information that aids buyers in understanding your company’s benefits.

For your pleasure, we’re counting the five most common case study mistakes companies make, how to avoid them, and most importantly how to write compelling, yet persuasive copy in order to publish case studies that your prospects will love.

1) You don’t tell a story (or don’t tell a good story)

Storytelling is the defining difference between other marketing tools such as testimonials. Testimonials talk about how great your company is, rather than making the focus on what you can do for another business. Case studies should be written in third person adding a credibility that first person can’t replicate. By shifting the role of protagonist onto someone else, you gain trust from your audience.

Your company should model the classic story telling arch.

• Conflict/Challenge : Set the scene by introducing the “hero” or company you’re using. Establish their business briefly and what obstacle they were facing. A story has no tension or sakes if there are no obstacles to overcome.
• Climax/Solution: The climax is usually the highest moment of tension in a story. It’s when the humans in The Two Towers are making a final stand against Sauron’s army, when the Rebels are making their life or death strike on the Death Star in Star Wars IV. It’s the moment in the case study when the business has made the choice to switch to your business. Explain why they made the choice, let them know from the previous conflict what was on the line for their business.
•  Resolution/Results: Describe what your solution did for the company, what they were able to achieve after implementing your help. Did they save money? Have better organization? Whatever the result, make sure to showcase it.

When a potential client reads your case study, they should be able to insert themselves into the hero’s shoes and image what results you can bring them, rather than flaunting your own company’s glory.

2) You provide no details

As listed in the Resolution/Results above, make sure you spell out in detail what your business did for the case study business. Whether it be “They were able to grow their business from the $300 a week they saved after using…” or, “They had more time to train their walrus army due to the time saved by using…”

Use graphs, pie charts, or any visual images that will highlight benefits.

Providing details like these will help potential clients visualize measurable results for their own business to replicate.

3) You aren’t addressing your audience

It is important when writing a case study to select just one audience to speak to. If you cater to multiple types of clients; tailor each case study to address one persona.

When writing, focus only on the details that this persona would care about, and address their needs and concerns.

4) You don’t have focus

Many times case study writers want to talk about all the aspects they’re working at fixing, but without focus you will confuse your readers and you’ll come across salesy.

Much like focusing on one persona, choose an angle that will highlight your company the best. Even if your company solved five problems for that business, pick the two strongest (or one) and emphasis that aspect.

Possible angles you might choose include:

• Customer Service

5) You don’t have customer quotes

You can tell the most epic story in your case study, but if it doesn’t have a quote from your client the case study will lack a sense of humanity. It’s also vital that you interview real customers, do not lie or make them up, even if your customer is going to approve them.

Quotes generated by a marketing team will sound flat and artificial compared to what your customer will say in his or her own words. Get your case study quotes in your customers own words, as this is the most impactful for those reading it.

Not sure how to develop an effective case study?

If you want to see how your peers have solved their marketing and website problems, take a look at our portfolio , and see what others have said about the result.

And if your IT firm wants to learn more about what steps to take with your own marketing initiatives, or would like a free consultation, contact us here .

We Vs. They: Using the First & Third Person in Research Papers

Writing in the first , second , or third person is referred to as the author’s point of view . When we write, our tendency is to personalize the text by writing in the first person . That is, we use pronouns such as “I” and “we”. This is acceptable when writing personal information, a journal, or a book. However, it is not common in academic writing.

Some writers find the use of first , second , or third person point of view a bit confusing while writing research papers. Since second person is avoided while writing in academic or scientific papers, the main confusion remains within first or third person.

In the following sections, we will discuss the usage and examples of the first , second , and third person point of view.

First Person Pronouns

The first person point of view simply means that we use the pronouns that refer to ourselves in the text. These are as follows:

Can we use I or We In the Scientific Paper?

Using these, we present the information based on what “we” found. In science and mathematics, this point of view is rarely used. It is often considered to be somewhat self-serving and arrogant . It is important to remember that when writing your research results, the focus of the communication is the research and not the persons who conducted the research. When you want to persuade the reader, it is best to avoid personal pronouns in academic writing even when it is personal opinion from the authors of the study. In addition to sounding somewhat arrogant, the strength of your findings might be underestimated.

For example:

Based on my results, I concluded that A and B did not equal to C.

In this example, the entire meaning of the research could be misconstrued. The results discussed are not those of the author ; they are generated from the experiment. To refer to the results in this context is incorrect and should be avoided. To make it more appropriate, the above sentence can be revised as follows:

Based on the results of the assay, A and B did not equal to C.

Second Person Pronouns

The second person point of view uses pronouns that refer to the reader. These are as follows:

This point of view is usually used in the context of providing instructions or advice , such as in “how to” manuals or recipe books. The reason behind using the second person is to engage the reader.

You will want to buy a turkey that is large enough to feed your extended family. Before cooking it, you must wash it first thoroughly with cold water.

Although this is a good technique for giving instructions, it is not appropriate in academic or scientific writing.

Third Person Pronouns

The third person point of view uses both proper nouns, such as a person’s name, and pronouns that refer to individuals or groups (e.g., doctors, researchers) but not directly to the reader. The ones that refer to individuals are as follows:

• Hers (possessive form)
• His (possessive form)
• Its (possessive form)
• One’s (possessive form)

The third person point of view that refers to groups include the following:

• Their (possessive form)
• Theirs (plural possessive form)

Everyone at the convention was interested in what Dr. Johnson presented. The instructors decided that the students should help pay for lab supplies. The researchers determined that there was not enough sample material to conduct the assay.

The third person point of view is generally used in scientific papers but, at times, the format can be difficult. We use indefinite pronouns to refer back to the subject but must avoid using masculine or feminine terminology. For example:

A researcher must ensure that he has enough material for his experiment. The nurse must ensure that she has a large enough blood sample for her assay.

Many authors attempt to resolve this issue by using “he or she” or “him or her,” but this gets cumbersome and too many of these can distract the reader. For example:

A researcher must ensure that he or she has enough material for his or her experiment. The nurse must ensure that he or she has a large enough blood sample for his or her assay.

These issues can easily be resolved by making the subjects plural as follows:

Researchers must ensure that they have enough material for their experiment. Nurses must ensure that they have large enough blood samples for their assay.

Exceptions to the Rules

As mentioned earlier, the third person is generally used in scientific writing, but the rules are not quite as stringent anymore. It is now acceptable to use both the first and third person pronouns  in some contexts, but this is still under controversy.  

In a February 2011 blog on Eloquent Science , Professor David M. Schultz presented several opinions on whether the author viewpoints differed. However, there appeared to be no consensus. Some believed that the old rules should stand to avoid subjectivity, while others believed that if the facts were valid, it didn’t matter which point of view was used.

First or Third Person: What Do The Journals Say

In general, it is acceptable in to use the first person point of view in abstracts, introductions, discussions, and conclusions, in some journals. Even then, avoid using “I” in these sections. Instead, use “we” to refer to the group of researchers that were part of the study. The third person point of view is used for writing methods and results sections. Consistency is the key and switching from one point of view to another within sections of a manuscript can be distracting and is discouraged. It is best to always check your author guidelines for that particular journal. Once that is done, make sure your manuscript is free from the above-mentioned or any other grammatical error.

You are the only researcher involved in your thesis project. You want to avoid using the first person point of view throughout, but there are no other researchers on the project so the pronoun “we” would not be appropriate. What do you do and why? Please let us know your thoughts in the comments section below.

I am writing the history of an engineering company for which I worked. How do I relate a significant incident that involved me?

Hi Roger, Thank you for your question. If you are narrating the history for the company that you worked at, you would have to refer to it from an employee’s perspective (third person). If you are writing the history as an account of your experiences with the company (including the significant incident), you could refer to yourself as ”I” or ”My.” (first person) You could go through other articles related to language and grammar on Enago Academy’s website https://enago.com/academy/ to help you with your document drafting. Did you get a chance to install our free Mobile App? https://www.enago.com/academy/mobile-app/ . Make sure you subscribe to our weekly newsletter: https://www.enago.com/academy/subscribe-now/ .

Good day , i am writing a research paper and m y setting is a company . is it ethical to put the name of the company in the research paper . i the management has allowed me to conduct my research in thir company .

thanks docarlene diaz

Generally authors do not mention the names of the organization separately within the research paper. The name of the educational institution the researcher or the PhD student is working in needs to be mentioned along with the name in the list of authors. However, if the research has been carried out in a company, it might not be mandatory to mention the name after the name in the list of authors. You can check with the author guidelines of your target journal and if needed confirm with the editor of the journal. Also check with the mangement of the company whether they want the name of the company to be mentioned in the research paper.

Finishing up my dissertation the information is clear and concise.

How to write the right first person pronoun if there is a single researcher? Thanks

Rate this article Cancel Reply

Your email address will not be published.

Enago Academy's Most Popular Articles

Sign-up to read more

Subscribe for free to get unrestricted access to all our resources on research writing and academic publishing including:

• 2000+ blog articles
• 50+ Webinars
• 10+ Expert podcasts
• 50+ Infographics
• 10+ Checklists
• Research Guides

We hate spam too. We promise to protect your privacy and never spam you.

I am looking for Editing/ Proofreading services for my manuscript Tentative date of next journal submission:

What should universities' stance be on AI tools in research and academic writing?

Succeed with the Learning Hub:  Assisting you to maximise your potential

Current Size: 100%

Essential Skills For Your VET Diploma Studies

Case study assessments.

• Short answer assessments
• Skills practice session and reflection assessments
• Professional documentation assessments
• Project assessments
• Presentation assessments
• Creating a strong paragraph
• Incorporating information from sources
• Using bullet points and sentences
• Revising and editing your assessments
• ACAP VET Student Calendar

Content The main part of the case study assignment involves applying the concepts and theories you have learnt about to the case study. You should also incorporate information from your course materials and other sources when writing your case study assignment to support your ideas. A case study might also require you to provide examples of what you would say to a client or another person in the case, and what they might say. 

Structure Some case study assignments are in short answer style, so it is a good idea to include the numbered questions in your assignment so it is clear exactly which question you are responding to. Other case study assignments need to be structured with an introduction, a series of body paragraphs and a conclusion. When presenting case studies in this way, you can use headings which can often be ‘created’ from information in the task description.  

Style Case studies require you to write in the third person (people’s names, he/she/they, ‘the case manager’, ‘the client’ etc) when discussing the theories or research of authors, or the client, the professional or the organisation in the case. A case study might require you to use first person (‘I’, ‘my’ etc) to provide your own reflections about the case, its personal impact on you, or how you would apply theories and skills to the case. 

Make sure you have a good balance between describing your case study and analysing it. Many students fall into the trap of being too descriptive when writing about their case. Some ways to include analysis are:

• Explaining and giving reasons
• Comparing and contrasting
• Making suggestions and recommendations
• Supporting your ideas with information from sources

Useful links

• Free Case Studies
• Business Essays

Write My Case Study

Buy Case Study

Case Study Help

• Case Study For Sale
• Case Study Service
• Hire Writer

How to Write a Case Study on a Person

A case study is a complicated assignment that reflects student’s activity as a practitioner in the field of the particular profession. When one is asked to make a case study about person, he should understand that he is expected to observe the suggested subject from all possible angles.

For example, there are case studies on patients, politicians, famous entrepreneurs, etc. The main idea of such an assignment is to analyze the personality’s biography and professional activity. A student is expected to define the factors that helped this personality become outstanding or dangerous (in case of the papers on criminals).

We Will Write a Custom Case Study Specifically For You For Only $13.90/page!

Way #1: Get Ready for Case Study Writing

Step One: Read about the Suggested Person When you analyze a famous personality, you are supposed to read about her a lot. The best approach is to look through several biographies published by different authors. Very often, authors manage to collect authentic information that is not mentioned in another book.

Therefore, the more you read the more objective image of a personality you receive. If you analyze the definite patient or criminal (for nursing or forensic sciences case studies), your opportunities increase. You can not only read the case of these people but also interview them and ask the questions that are considerable to you. In brief, you initial duty is to collect much information about the person under research. This information will help you analyze the subject objectively. Step Two: Make a Good Outline It is smart to plan every step of case study writing.

Think about every paragraph and subcategory. Devote enough time to the research of every section of your case study. For example, the first part of your assignment is called introduction. It demonstrates the major objective of your paper to the reader. The second part is an abstract that provides the audience with the brief summary of your case study. You can do it when the entire paper is written.

The following section is the case presentation. Then, there is management and outcome and discussion. The last pasts are devoted to the additional materials and bibliography. Make sure you build your case study logically according to the required algorithm.

Way #2: Make the Introductory Sections

Step One: Complete Your Introduction Your major task is to introduce the topic of your case study to the reader.

Describe the person under analysis in a few words and emphasize her importance and originality. Why did you choose her for research? What methods did you use to research the case? Make a sound thesis statement to mark the aim of your assignment. Step Two: Organize the Case Presentation This section introduces ‘the raw material’ to the audience. For example, you can present the most basic information about the patient and his primary diagnosis. In the same way, you introduce criminals, politicians and other people.

You do not need to write every detail about the person. Present only such facts that can be useful for the initial analysis of the problem. Step Three: Write Management and Outcome This part is the most important one whereas you conduct your research and analyze the case on the chosen person. Think about the cause and effect of the problem related to your subject and try to solve the problem. For instance, you can write about the diagnosis and any complications that occur in the way of treatment.

Describe the process of cure and the methods utilized for it. Introduce the actual procedure and the best alternative approach that could have been applied. In this section, you demonstrate your professionalism and your own research approach. Your teacher will evaluate your knowledge about the right methods. Students are supposed to know where and when to use every research method.

Step Four: Prepare the Discussion Section In these paragraphs, students analyze the results of their research. They evaluate the usefulness of the utilized methods and the understanding of the cause and effect of the problem. Discuss the strong sides of the case and say what you have learnt due to the analysis of the suggested person.

Way #3: Conclude Your Case Study

Step One: Introduce the References You have definitely used numerous additional sources for the analysis of the person. Enumerate these books, periodicals and the Internet articles.

Step Two: Make the Legends Section Every case study is based on tables, graphs and photographs. You can introduce them in the last chapter of your case study.

Related posts:

• How to Write a Case Study?
• How To Write A Psychology Case Study?
• Famous Person Case Study: Barbra Streisand
• How to Write a Case Study in APA Format
• How to Write a Case Study on a Company
• How to Write a Case Study on a Disease
• How to Write a Case Study in Strategic Management

Quick Links

Privacy Policy

Terms and Conditions

Testimonials

Our Services

Case Study Writing Service

Case Studies For Sale

Our Company

Welcome to the world of case studies that can bring you high grades! Here, at ACaseStudy.com, we deliver professionally written papers, and the best grades for you from your professors are guaranteed!

[email protected] 804-506-0782 350 5th Ave, New York, NY 10118, USA

Acasestudy.com © 2007-2019 All rights reserved.

Hi! I'm Anna

Would you like to get a custom case study? How about receiving a customized one?

Haven't Found The Case Study You Want?

For Only $13.90/page

How to do an assignment in 3rd person

Why is it important to write an assignment in the third person

If you are the beginner student, you may ponder on the question why it is important to create an academic paper in the third paper. If you are completing your paper yourself, you will probably want to express your ideas by using the words like “I,” “my,” “we,” “our.” However, if you study carefully the requirements stated for the academic papers, you will find out that all assignments are supposed to be completed in the third person and all the words of first or second person should be avoided.

The most common explanation for this occasion states that avoiding the first person is important for creating an objective voice. An academic paper is not your paper, and it should be written only in academic words. When writing an assignment, you are supposed to make an accent on the problem, not on your personality and that the main reason why you should think about how to write an assignment in the third person. Find more information on  how to do assignment about myself .

Don’t waste your time! Order your assignment!

5 different ways to write an assignment in 3rd person

There are five different ways of how to do an assignment in 3rd person:

Writing in the third person academically

Writing in third person omniscient, writing in third person limited, writing in episodically limited third person, writing in third person objective.

All of these ways will be helpful for you if you want to write a paper in the third person. They are different for the purpose of writing, so it is necessary for you to study all of them and choose the one that mostly fits your assignment.

If you are creating a project with formal writing, replace all first-person pronouns with third-person ones. This tip will allow you to sound more persuasive and reliable. You need not make the focus on your personal opinions as you are writing an academic paper and should accentuate on the facts and testimonies.

Using the third person in this way you include only third person pronouns. They are she, he, it, his, her, its; her, him, it; herself, himself, itself, them, they, their, themselves. You can also use the name of the person that has claimed something you want to include in your paper. The main rule is to omit first and second-person pronouns as they will lessen the quality of your paper.

In this way of creating a third person, the story follows from one character to another, instead of being narrated by only one person and being taken from his thoughts and words. If you are completing a narrating, you are supposed to be an omniscient narrator that knows everything about his characters and their feelings.

By this method, you needn’t tell the reader about the past or the future from your point. They can find it out from the words that your characters are speaking out, the thoughts that they are thinking and the actions that they are complete.

Another to create a third person that mostly refers to the narrative is to write in third person limited. This means you create an approach to the feelings, thoughts, actions, believes of the one particular character. As a writer, you can create a picture as if the character is thinking and acting or you can be more detached and objective.

You should be careful not to use the first person as you are not the same as a character in this case. You need to describe the character’s behavior and words from the outside and make the focus on the actions more than on his thoughts or feelings. The author is very close to his character, but they still need to be separated.

Creating a third person in this way, you are supposed to create a multiple vision by using several of the characters. Each of these characters is served to show the specific point of the picture and has its proper place in the narration. The information that the author wants to give his readers is divided between such characters and placed in the story by their thoughts, feelings, words, and actions.

Each character has his time in the story, and you need to use this time focusing only on this particular character. One narrative space should be filled with only one character, and then it can be replaced by another, showing another point of view.

If you have decided to use the third person objective, you can give a description of the words and action of any character in any order. You do not need to make a focus on the one particular character in this case. You can jump from one to another as many times as you need still omitting the words “I” and “me”.

It is different from the omniscient way in which the author knows everything about his character. In an objective way, you can watch the actions of the character but not his thoughts.

Related assignments:

• How to write an assignment in the first person guidelines
• How to do a diploma assignment
• How to write a good academic assignment
• Journal: Business Cycle and Character Assignment

Haven't Found The Paper You Want?

For Only $13.90/page