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Idiom:  make a case (for something)

Idiom:  make a case (for something)

Example sentences

—  I’m meeting with my boss this morning and I’m going to  make a case for some extra workers  since we have several new clients.

—  Our children  made a good case for an increase in their allowance  so we're giving them an extra $25 each week.

—  The prosecution failed to  make a case for a murder conviction  so the defendant will be tried on manslaughter charges instead.

—  My children  made a good case for getting a rescue dog  so we adopted one from our local shelter last month.

—  You could  make a case for providing free healthcare  to everyone as a basic human right.

—  My assistant made a case for providing free healthy snacks to improve morale at the office and it's been very successful.

—  My professor said I didn't make a case for my argument because I didn't have empirical data to support my conclusion.

—  We have tried to make a case for educating girls and boys about contraceptives  but many parents insist on abstinence-only sex education.

—  You have failed to make a case for us to support this project so we are unable approve your request for funding at this time.

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More idioms will be added in the future so check back frequently or sign-up for my free newsletter to learn about new updates to my website.

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how to make a case meaning

Outbreak Investigations

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Step 3: Establish a Case Definition; Identify Cases

Case definitions, example #1: cdc case definition for giardiasis, example #2: cdc case definitions for viral hepatitis, clinical criteria for a case definition, categories of cases: confirmed, probable, and possible cases, case finding.

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By a case definition we mean the standard criteria for categorizing an individual as a case. Establishing a case definition (the criteria that need to be met in order to be considered "a case") can be tricky, particularly in the initial phases of the investigation. You want your definition to specific enough to identify true cases of disease, but you also want it to be broad enough and sensitive enough that it will identify most, if not all of the cases. As a result, the case definition may change during the investigation. In the earliest stages, it might be broader and less specific in order to make sure you identify all of the potential cases ("possible" cases), but later on, it might include more specific clinical or laboratory criteria that enable you to categorize individuals as "probable" or "confirmed" cases.

Case definitions may include four types of information:

The CDC also makes well established case definitions available:

Clinical description

An illness caused by the protozoan Giardia lamblia and characterized by diarrhea, abdominal cramps, bloating, weight loss, or malabsorption. Infected persons may be asymptomatic.

Laboratory criteria for diagnosis

Case classification

Clinical case definition

An illness with a) discrete onset of symptoms and b) jaundice or elevated serum aminotransferase levels

Comment: A serologic test for IgG antibody to the recently described hepatitis C virus is available, and many cases of non-A, non-B hepatitis may be demonstrated to be due to infection with the hepatitis C virus. With this assay, however, a prolonged interval between onset of disease and detection of antibody may occur. Until a more specific test for acute hepatitis C becomes available, these cases should be reported as non-A, non-B hepatitis. Chronic carriage or chronic hepatitis should not be reported.

These should be simple, objective, and discriminating (i.e. able to distinguish between people with disease and those without disease. For example,

Also, case definitions should not include risk factors that you may want to evaluate, since all of the cases would have the risk factor, and this would be misleading. A case definition is not the same as a clinical diagnosis. Case definitions are an aid to conducting an epidemiologic investigation, whereas a clinical diagnosis is used to make treatment decisions for individual patients.

Sometimes investigators will use a loose definition early on to help them identity the extent of the outbreak. However, once the investigation progresses to the stage of conducting analytic studies to test hypotheses, a more specific definition should be used in order to reduce misclassification which would bias the results.

Once a case definition has been established, there should be a concerted effort to identify as many cases as possible in order to accurately establish the magnitude and scope of the outbreak. The cases that are reported to the state and local health departments may represent only a small fraction of the total cases for the outbreak. Therefore, in addition to cases identified via passive surveillance (i.e., cases that self-report or are reported to the state and local health department by physicians' offices, clinics, hospitals, and laboratories) it is often fruitful to conduct active surveillance by calling hospitals, laboratories, clinics, and physicians offices in order to identify potential cases that otherwise would have gone unreported. As cases are identified, it can also be useful to ask them if they know of others who are similarly affected, e.g., family members and acquaintances. Occasionally, investigators will try to identify cases by posting notices in the media. These serve the dual purpose of alerting the public about potential hazards and identifying possible cases that have already become ill. For more information on case finding see Case Finding and Line Listing: A Guide for Investigators .

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Content ©2016. All Rights Reserved. Date last modified: May 3, 2016. Wayne W. LaMorte, MD, PhD, MPH

Definition of case

 (Entry 1 of 3)

Definition of case  (Entry 2 of 3)

Definition of case  (Entry 3 of 3)

transitive verb

instance , case , illustration , example , sample , specimen mean something that exhibits distinguishing characteristics in its category.

instance applies to any individual person, act, or thing that may be offered to illustrate or explain.

case is used to direct attention to a real or assumed occurrence or situation that is to be considered, studied, or dealt with.

illustration applies to an instance offered as a means of clarifying or illuminating a general statement.

example applies to a typical, representative, or illustrative instance or case.

sample implies a part or unit taken at random from a larger whole and so presumed to be typical of its qualities.

specimen applies to any example or sample whether representative or merely existent and available.

Example Sentences

These examples are programmatically compiled from various online sources to illustrate current usage of the word 'case.' Any opinions expressed in the examples do not represent those of Merriam-Webster or its editors. Send us feedback about these examples.

Word History

Middle English cas , from Anglo-French, from Latin casus fall, chance, from cadere to fall — more at chance

Middle English cas , from Anglo-French case, chase , from Latin capsa chest, case, probably from capere to take — more at heave entry 1

before the 12th century, in the meaning defined at sense 3a

14th century, in the meaning defined at sense 1a

circa 1525, in the meaning defined at sense 1

Phrases Containing case

Articles Related to case

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The Fossil Encased in "Case In Point"

"In point" only lives on in this phrase.

Dictionary Entries Near case

Cite this entry.

“Case.” Merriam-Webster.com Dictionary , Merriam-Webster, https://www.merriam-webster.com/dictionary/case. Accessed 7 Jun. 2023.

Kids Definition

Kids definition of case.

 (Entry 1 of 2)

Kids Definition of case  (Entry 2 of 2)

Middle English cas "situation needing action," from early French cas (same meaning), from Latin casus "fall, chance," from cadere "to fall, happen, come by chance"

Middle English cas "box, container," from early French case, chase (same meaning), from Latin capsa "chest, box," from capere "to take" — related to capture , cash

Medical Definition

Medical definition of case, legal definition, legal definition of case.

Note: A test case is selected from a number of cases in order to avoid a flood of litigation. All of the parties to the cases must agree to accept the outcome of the test case as binding.

Legal Definition of case  (Entry 2 of 2)

Latin casus accident, event, set of circumstances, literally, act of falling

More from Merriam-Webster on case

Nglish: Translation of case for Spanish Speakers

Britannica English: Translation of case for Arabic Speakers

Britannica.com: Encyclopedia article about case

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How to Write a Business Case (Template Included)

ProjectManager

Table of Contents

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

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

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

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

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

how to make a case meaning

Get your free

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

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

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

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They have a goal. Usually, they’re initiated to solve a specific business problem or create a business opportunity.

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

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

Step 2: Identify the Alternative Solutions

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

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

Step 3: Recommend a Preferred Solution

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

Some methodologies you can apply include:

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

Step 4: Describe the Implementation Approach

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

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

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

Free Business Case Template for Word

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

1. Executive Summary

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

2. Project Definition

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

3. Vision, Goals and Objectives

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

4. Project Scope

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

5. Background Information

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

6. Success Criteria and Stakeholder Requirements

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

7. Project Plan

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

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

kanban card moving into next column on the board

8. Project Budget

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

9. Project Schedule

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

10. Project Governance

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

11. Communication Plan

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

12. Progress Reports

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

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

ProjectManager’s dashboard view, which shows six key metrics on a project

13. Financial Appraisal

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

14. Market Assessment

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

15. Competitor Analysis

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

16. SWOT Analysis

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

17. Marketing Strategy

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

18. Risk Assessment

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

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

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

Gantt chart from ProjectManager

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

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

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

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

Here’s a screenshot for your reference.

how writing a business case for your project is good business strategy

Transcription:

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

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

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

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

Why Do You Need a Business Case?

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

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

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

And then you literally document it.

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

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

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

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

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

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

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

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

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Lesson 1: Introduction to Epidemiology

Section 5: the epidemiologic approach.

As with all scientific endeavors, the practice of epidemiology relies on a systematic approach. In very simple terms, the epidemiologist:

An epidemiologist:

Before counting cases, however, the epidemiologist must decide what a case is. This is done by developing a case definition. Then, using this case definition, the epidemiologist finds and collects information about the case-patients. The epidemiologist then performs descriptive epidemiology by characterizing the cases collectively according to time, place, and person. To calculate the disease rate, the epidemiologist divides the number of cases by the size of the population. Finally, to determine whether this rate is greater than what one would normally expect, and if so to identify factors contributing to this increase, the epidemiologist compares the rate from this population to the rate in an appropriate comparison group, using analytic epidemiology techniques. These epidemiologic actions are described in more detail below. Subsequent tasks, such as reporting the results and recommending how they can be used for public health action, are just as important, but are beyond the scope of this lesson.

Defining a case

Before counting cases, the epidemiologist must decide what to count, that is, what to call a case. For that, the epidemiologist uses a case definition. A case definition is a set of standard criteria for classifying whether a person has a particular disease, syndrome, or other health condition. Some case definitions, particularly those used for national surveillance, have been developed and adopted as national standards that ensure comparability. Use of an agreed-upon standard case definition ensures that every case is equivalent, regardless of when or where it occurred, or who identified it. Furthermore, the number of cases or rate of disease identified in one time or place can be compared with the number or rate from another time or place. For example, with a standard case definition, health officials could compare the number of cases of listeriosis that occurred in Forsyth County, North Carolina in 2000 with the number that occurred there in 1999. Or they could compare the rate of listeriosis in Forsyth County in 2000 with the national rate in that same year. When everyone uses the same standard case definition and a difference is observed, the difference is likely to be real rather than the result of variation in how cases are classified.

To ensure that all health departments in the United States use the same case definitions for surveillance, the Council of State and Territorial Epidemiologists (CSTE), CDC, and other interested parties have adopted standard case definitions for the notifiable infectious diseases.( 25 ) These definitions are revised as needed. In 1999, to address the need for common definitions and methods for state-level chronic disease surveillance, CSTE, the Association of State and Territorial Chronic Disease Program Directors, and CDC adopted standard definitions for 73 chronic disease indicators.( 29 )

Other case definitions, particularly those used in local outbreak investigations, are often tailored to the local situation. For example, a case definition developed for an outbreak of viral illness might require laboratory confirmation where such laboratory services are available, but likely would not if such services were not readily available.

Components of a case definition for outbreak investigations

A case definition consists of clinical criteria and, sometimes, limitations on time, place, and person. The clinical criteria usually include confirmatory laboratory tests, if available, or combinations of symptoms (subjective complaints), signs (objective physical findings), and other findings. Case definitions used during outbreak investigations are more likely to specify limits on time, place, and/or person than those used for surveillance. Contrast the case definition used for surveillance of listeriosis (see box below) with the case definition used during an investigation of a listeriosis outbreak in North Carolina in 2000.( 25 , 26 )

Both the national surveillance case definition and the outbreak case definition require a clinically compatible illness and laboratory confirmation of Listeria monocytogenes from a normally sterile site, but the outbreak case definition adds restrictions on time and place, reflecting the scope of the outbreak.

Listeriosis — Surveillance Case Definition

Clinical description

Infection caused by Listeria monocytogenes , which may produce any of several clinical syndromes, including stillbirth, listeriosis of the newborn, meningitis, bacteriemia, or localized infections

Laboratory criteria for diagnosis

Isolation of L. monocytogenes from a normally sterile site (e.g., blood or cerebrospinal fluid or, less commonly, joint, pleural, or pericardial fluid)

Case classification

Confirmed : a clinically compatible case that is laboratory confirmed

Source: Centers for Disease Control and Prevention. Case definitions for infectious conditions under public health surveillance. MMWR Recommendations and Reports 1997:46(RR-10):49-50.

Listeriosis — Outbreak Investigation

Case definition

Clinically compatible illness with L. monocytogenes isolated

Source: MacDonald P, Boggs J, Whitwam R, Beatty M, Hunter S, MacCormack N, et al. Listeria-associated birth complications linked with homemade Mexican-style cheese, North Carolina, October 2000 [abstract]. 50th Annual Epidemic Intelligence Service Conference; 2001 Apr 23–27; Atlanta, GA.

Many case definitions, such as that shown for listeriosis, require laboratory confirmation. This is not always necessary, however; in fact, some diseases have no distinctive laboratory findings. Kawasaki syndrome, for example, is a childhood illness with fever and rash that has no known cause and no specifically distinctive laboratory findings. Notice that its case definition (see box below) is based on the presence of fever, at least four of five specified clinical findings, and the lack of a more reasonable explanation.

Kawasaki Syndrome — Case Definition

A febrile illness of greater than or equal to 5 days’ duration, with at least four of the five following physical findings and no other more reasonable explanation for the observed clinical findings:

Confirmed : a case that meets the clinical case definition

Comment : If fever disappears after intravenous gamma globulin therapy is started, fever may be of less than 5 days’ duration, and the clinical case definition may still be met.

Source: Centers for Disease Control and Prevention. Case definitions for infectious conditions under public health surveillance. MMWR Recommendations and Reports 1990:39(RR-13):18.

Criteria in case definitions

A case definition may have several sets of criteria, depending on how certain the diagnosis is. For example, during an investigation of a possible case or outbreak of measles, a person with a fever and rash might be classified as having a suspected, probable, or confirmed case of measles, depending on what evidence of measles is present (see box below).

Measles (Rubeola) — 1996 Case Definition

An illness characterized by all the following:

Comment: Confirmed cases should be reported to National Notifiable Diseases Surveillance System. An imported case has its source outside the country or state. Rash onset occurs within 18 days after entering the jurisdiction, and illness cannot be linked to local transmission. Imported cases should be classified as:

An indigenous case is defined as a case of measles that is not imported. Cases that are linked to imported cases should be classified as indigenous if the exposure to the imported case occurred in the reporting state. Any case that cannot be proved to be imported should be classified as indigenous.

Source: Centers for Disease Control and Prevention. Case definitions for infectious conditions under public health surveillance. MMWR Recommendations and Reports 1997:46(RR-10):23–24.

A case might be classified as suspected or probable while waiting for the laboratory results to become available. Once the laboratory provides the report, the case can be reclassified as either confirmed or “not a case,” depending on the laboratory results. In the midst of a large outbreak of a disease caused by a known agent, some cases may be permanently classified as suspected or probable because officials may feel that running laboratory tests on every patient with a consistent clinical picture and a history of exposure (e.g., chickenpox) is unnecessary and even wasteful. Case definitions should not rely on laboratory culture results alone, since organisms are sometimes present without causing disease.

Modifying case definitions

Case definitions can also change over time as more information is obtained. The first case definition for SARS, based on clinical symptoms and either contact with a case or travel to an area with SARS transmission, was published in CDC’s Morbidity and Mortality Weekly Report (MMWR) on March 21, 2003 (see box below).( 27 ) Two weeks later it was modified slightly. On March 29, after a novel coronavirus was determined to be the causative agent, an interim surveillance case definition was published that included laboratory criteria for evidence of infection with the SARS-associated coronavirus. By June, the case definition had changed several more times. In anticipation of a new wave of cases in 2004, a revised and much more complex case definition was published in December 2003.( 28 )

CDC Preliminary Case Definition for Severe Acute Respiratory Syndrome (SARS) — March 21, 2003

Suspected case

Respiratory illness of unknown etiology with onset since February 1, 2003, and the following criteria:

* Defined as having cared for, having lived with, or having had direct contact with respiratory secretions and/or body fluids of a person suspected of having SARS.

Source: Centers for Disease Control and Prevention. Outbreak of severe acute respiratory syndrome–worldwide, 2003. MMWR 2003:52:226–8.

Variation in case definitions

Case definitions may also vary according to the purpose for classifying the occurrences of a disease. For example, health officials need to know as soon as possible if anyone has symptoms of plague or anthrax so that they can begin planning what actions to take. For such rare but potentially severe communicable diseases, for which it is important to identify every possible case, health officials use a sensitive case definition. A sensitive case definition is one that is broad or “loose,” in the hope of capturing most or all of the true cases. For example, the case definition for a suspected case of rubella (German measles) is “any generalized rash illness of acute onset.” ( 25 ) This definition is quite broad, and would include not only all cases of rubella, but also measles, chickenpox, and rashes due to other causes such as drug allergies. So while the advantage of a sensitive case definition is that it includes most or all of the true cases, the disadvantage is that it sometimes includes other illnesses as well.

On the other hand, an investigator studying the causes of a disease outbreak usually wants to be certain that any person included in a study really had the disease. That investigator will prefer a specific or “strict” case definition. For instance, in an outbreak of Salmonella Agona infection, the investigators would be more likely to identify the source of the infection if they included only persons who were confirmed to have been infected with that organism, rather than including anyone with acute diarrhea, because some persons may have had diarrhea from a different cause. In this setting, the only disadvantages of a strict case definition are the requirement that everyone with symptoms be tested and an underestimation of the total number of cases if some people with salmonellosis are not tested.

Exercise 1.4

Investigators of an outbreak of trichinosis used a case definition with the following categories:

Clinical Criteria

Using this case definition, assign the appropriate classification to each of the persons included in the line listing below. Use the highest rate classification possible. (All were residents of Atlanta with acute onset of symptoms in November.)

Check your answer.

Exercise 1.5

Consider the initial case definition for SARS presented (on page 1–26 in the book) . Explain how the case definition might address the purposes listed below.

Using counts and rates

As noted, one of the basic tasks in public health is identifying and counting cases. These counts, usually derived from case reports submitted by health-care workers and laboratories to the health department, allow public health officials to determine the extent and patterns of disease occurrence by time, place, and person. They may also indicate clusters or outbreaks of disease in the community.

Counts are also valuable for health planning. For example, a health official might use counts (i.e., numbers) to plan how many infection control isolation units or doses of vaccine may be needed.

the number of cases

the size of the population per unit of time

However, simple counts do not provide all the information a health department needs. For some purposes, the counts must be put into context, based on the population in which they arose. Rates are measures that relate the numbers of cases during a certain period of time (usually per year) to the size of the population in which they occurred. For example, 42,745 new cases of AIDS were reported in the United States in 2002.( 30 ) This number, divided by the estimated 2002 population, results in a rate of 15.3 cases per 100,000 population. Rates are particularly useful for comparing the frequency of disease in different locations whose populations differ in size. For example, in 2003, Pennsylvania had over twelve times as many births (140,660) as its neighboring state, Delaware (11,264). However, Pennsylvania has nearly ten times the population of Delaware. So a more fair way to compare is to calculate rates. In fact, the birth rate was greater in Delaware (13.8 per 1,000 women aged 15–44 years) than in Pennsylvania (11.4 per 1,000 women aged 15–44 years).( 31 )

Rates are also useful for comparing disease occurrence during different periods of time. For example, 19.5 cases of chickenpox per 100,000 were reported in 2001 compared with 135.8 cases per 100,000 in 1991. In addition, rates of disease among different subgroups can be compared to identify those at increased risk of disease. These so-called high risk groups can be further assessed and targeted for special intervention. High risk groups can also be studied to identify risk factors that cause them to have increased risk of disease. While some risk factors such as age and family history of breast cancer may not be modifiable, others, such as smoking and unsafe sexual practices, are. Individuals can use knowledge of the modifiable risk factors to guide decisions about behaviors that influence their health.

References (This Section)

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What is a use case? Definition, template, and how to write one

November 8, 2022 5 min read 1621

What is a use case? Definition, template, and how to write one

For requirements collection and high-level stakeholder communication, product managers need to be able to describe how a consumer will interact with a system or product. This can include a description of the product’s users, how they interact with the product, and what it does.

A great way to visually represent this information is by creating a use case.

In this guide, we’ll define what a use case is, describe the elements therein and what they are designed to do, and walk through how to build a use case step by step.

We’ll also look at some use case examples to show what they look like in practice.

If you’d like to write your own use case while following along with this article, here is a free use case template . To use the template, select File > Make a copy from the top menu bar.

Table of a contents

What is a use case, who creates use cases, what is a use case designed to do, preconditions, alternative flows, what does a use case diagram look like, how to write a use case, use case template, use case example.

A use case is a description of how a user interacts with a system or product. Companies build use cases to establish success scenarios, failure scenarios, and any important variants or exceptions.

Many organizations leverage use case modeling tools — such as Miro, LucidChart, and SmartDraw, for some examples — to write or visually represent a use case.

Use cases are frequently employed in software development environments to simplify complicated concepts, but they can be just as important in project management for gathering requirements and defining a project’s scope.

Product management , product development , and product testing domains all use the use case methodology. Product managers and developers employ use cases in a similar manner: as a design tool to specify how the system will react to user activities. However, there are some key differences.

Product managers typically document user-focused use cases whereas developers document product-focused use cases. The user-focused use cases are primarily concerned with the user and their objectives. These are then passed to developers to guide decision-making during the product development process.

Product developers frequently add technical and design elements to provide crucial context. This set of improved use cases gives the development team the insight it needs to start designing, creating, and testing the product and its features.

A use case is designed to reveal system demands early on in the process.

how to make a case meaning

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Use cases concentrate on the system’s users rather than the system itself. A user case should be understandable to all stakeholders , not only developers and testers, because they are mostly narrative prose. This includes customers, users, and executives.

During the early planning stages, you should involve whichever roles are best suited to solve the problem at hand. This encourages end users to buy into the solution and reduces surprises once the system is put into place.

Each use case is designed specifically to cover only one application of the system. That said, a key advantage of use case modeling is that it also covers all potential problems. Finding minor requirements early on in the project saves a ton of time by identifying exceptions to a successful scenario.

Finally, after you create a use case, you can use it to guide the creation of many other software development components, such as object models, test case definitions, user documentation, and project planning (cost, complexity, and scheduling estimations).

As a product manager, one of the best justifications for creating use cases is that they serve as genuine connecting points. They should be truly understandable to both business and technical users so that everybody can comment on them.

Business analysts leverage use cases as a communication tool to align people to take a common approach and share a common understanding of what the software aims to accomplish.

A technical product manager, on the other hand, might employ use cases to reach business stakeholders without using tech jargon — talking more about what the system does than how it does it. When you get down to the dirty work of coding, this will really help you accelerate and clarify communication to ensure that you’re building what the business genuinely needs and desires.

Elements of a use case

Let’s break down the components of a typical use case and explain the purpose and objective of each:

Actors are the people or things that interact with your system. An actor could be an individual, a company, a team, or something else entirely. Anything that exists outside of a system and engages in some sort of interaction with it qualifies as an actor.

The stakeholder who gets the ball rolling with an interaction to achieve a goal using your system is known as the primary actor.

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Your system, which some people refer to as a scene, is composed of a number of decisions and interactions made by your actors.

The results of an actor’s interactions with the system are your goals.

Your system may produce several outputs in some circumstances while only producing one in others. Before continuing, consider modifying your method if you encounter any barriers to achieving your goal.

Preconditions are assertions or realities regarding what must occur prior to and following the use case.

Often, software developers are aware of the actions that must come before the next one.

For example, let’s say an online shopper clicks on a product to get a detailed description and customer feedback. The Add to cart button won’t show up until the item is in stock and accessible at the warehouse.

A use case that operates flawlessly and exactly as intended with no exceptions or mistakes in the run is known as the fundamental flow or main success scenario. This frequently serves as a starting point when developing various features.

Knowing how a typical scenario operates can help you write accurate code and come up with alternative flows.

A deviation from the primary success scenario is known as an alternative path or alternative flow. This typically manifests when a system-level error occurs.

In this section of the use case, you frequently list the most probable or noteworthy exceptions an actor might make. Alternative flows in the e-commerce example might include:

In a use case diagram, stick figures are the most typical way to depict actors .

The use cases/ goals you create will be horizontal ovals with a few words of text inside detailing each activity; you can use various colors to indicate different goals.

Associations that depict the connections between components use solid and dotted lines.

Each set of use cases within a system are grouped together by system boundary boxes , which are rectangles.

An example of a use case diagram for a medical clinic application might look something like this:

Use Case Diagram Example

To write a use case, complete the following steps:

You can use the template below to assist you in writing your own use case:

Use Case Template

To use this use case template , click here and make a copy by selecting File > Make a copy from the top menu bar.

To show how the steps outlined above work in practice, let’s look at an example use case of a housekeeper doing laundry:

The basic flow for this use case example is as follows:

The housekeeper comes to the laundry room on Friday. They organize the available laundry. After that, they clean and then dry each load. They folds the articles that need folding, then iron and hang the wrinkled items

Alternative flows :

Use cases help product teams understand a system’s functions from the viewpoint of distinct users. They help stakeholders across the organization visually understand the various flows and how user groups interact with the system.

Use cases also support the development team when generating concepts and assessing the viability of the use cases. Use case definition is a crucial phase in the software development process and is a critical skill for any product manager.

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how to make a case meaning

Barrista Solutions

Philippine Bar Exam Preparation Guide

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  • Mar 3, 2021

Law School 101: Tips on How to Effectively Write Case Digests

By: Archiebald Faller Capila

Barrista Solutions lists effective tips on how to digest cases.

Aside from the common works of memorizing codal provisions, understanding legal doctrines, and reading the annotations of legal luminaries, there are still some tasks in law school that law students need to finish.

Among the additional works required to be submitted are the written or type-written case digests in different subjects. Most, if not all professors, require their students to submit specific sets of digests in order to improve the memory of those writing them. It is a proven fact that retention is better if and when students write what they are reading. Accordingly, professors see this as a tool in order to help their students learn more about various topics.

Case digests have been in law school since time immemorial. They have been said to be additional tasks for law students so that the latter may have a better understanding of the landmark cases which explain several laws and doctrines our legal system has adopted. While some law students see this as a task without a point, law professors from all over the country beg to disagree. For professors of the law, case digests must be submitted in order to inculcate discipline to law students—a character which is eventually carried out in practice.

However, most law students have a hard time writing them. Not only because some cases are kilometric in nature, but also because understanding such text-heavy materials is a different kind of burden. In several interviews with some students of the law, they see case digests as assignments that only give additional burden in the study. However, some law students believe that these case digests help them better understand an assigned case and even help them craft a good understanding of the facts, issues, and decision of an important cause. Accordingly, according to them, they better understand a case if it is them who crafted the digest and if it is them who fully discussed a case for a specific subject.

But, as mentioned, writing a case digests is not for everyone. In line with our advocacy to help students in several aspects of the study of law, we compiled some tips which would help you finish such a daunting task. In order to write an effective case digest, Barrista Solutions came up with a shortlist of tips on how to help law students write an effective case digest. Take a look at the steps on how to ease the burden of finishing the said task.

Know the syllabus first

Cases decided by the Supreme Court often explain a multitude of topics and doctrines. If you are a beginner in reading a full-text of the case and eventually writing a digest, it will be hard to determine what your professor wants to see. Accordingly, a case includes several subject matters that may not even be related to the topic of the syllabus.

In order to be effective, you must first read the syllabus and look at the topic where the case is included before reading the full text. In that way, you will be able to know what the relevant details are.

If the professor did not give a syllabus, take a look at the prescribed textbook of your professor and look at the Table of Contents of the same. More often than not, this will point out the specific topic or the most relevant topic to which the case is assigned. If there are multiple topics in which the case is designated, jot them all down and compare the same to where you are with respect to the discussion and recitations of the professor. In that way, you will know if whether your topics are behind or ahead. This is the first thing you should do before engaging in the next steps of writing a digest.

how to make a case meaning

Read the full-text of the case

One of the misconceptions in reading the full-text of the case is that one needs to understand the whole of the text. This is not entirely true. As mentioned, a case decided by the Supreme Court has a multitude of topics that are discussed exhaustively. From substantive to procedural aspects, these topics are more often than not taxing and text-heavy.

Go back to tip number one and know the syllabus. If you know the topic which is related to the case you are studying, then it is now easy to read through the text of the case. In reading the full-text, it is not necessary that you memorize word for word the pronouncement of the Supreme Court. What is important is that you are able to single out specific facts, issues, and ruling that are related to the topics assigned for you to read.

how to make a case meaning

Upon knowing the issue which you are assigned to read, it will already be easy to spot the proper facts and issues of the case. Understanding the full text before proceeding with writing the digest is important for you to retain the proper knowledge and wisdom behind the decision.

In short, do not rush into writing the digest. Understand first the topics of the case assigned so you can write your case digest effectively and efficiently. Accordingly, you will be able to retain in full what you have read and what you will eventually write. It will help you better understand your reading assignments as well.

how to make a case meaning

Divide your digest into three parts

There are only three important parts in a case digest: the FACTS, the ISSUE, and the RULING. Upon knowing the topic you are looking for, you must be able to pinpoint these three elements in what you are reading. Remember that you must only write the relevant details pertaining to the assigned topic.

For the FACTS, you must take into consideration the pertinent discussions of the Court. Irrelevant and minute details should be dispensed with. Only write or type those which are important under your assigned topic. Backstories are not necessary UNLESS they are relatively connected to the outcome of the case. For the ISSUE, check on whether or not the topic of the case assigned is under a substantive or procedural discussion. Remember that the Supreme Court discusses these two aspects of a case. If the subject in which the case is assigned focuses on the substantive aspect of the law, then the issue of the case digest must focus on the same. If the subject in which the case is assigned focuses on the procedural aspect of the law, then the issue of the case digest must focus on the same. Do not include in your case digest issues not related to the topic. For the RULING, answer the issue you posited in the case digest.

For example, the issue is “Whether or not X is an employee of Y”

The decision or ruling should only discuss that issue. In answering the same, you must point out the elements of an employer-employee relationship, the relevant facts of the case, and the explanation of the Supreme Court in ruling the same. You do not have to include other circumstances not related to the issue you just wrote or included.

how to make a case meaning

Avoid including irrelevant details

The essence of a case digest is that it is a shortened version of the actual decision. Refrain from including in your case digest irrelevant details such as the history of the case, backgrounders on the topics at hand, and matters not related to the main issue of the case.

A case digest is only effective if it summarizes the FACTS, ISSUES, and the RULING. By including irrelevant details, you will be destroying the purpose of a case digest which is to put into perspective the most important facets of the case assigned. The point of a case digest is to present in a concise manner what the case is all about and what should eventually be highlighted for a particular topic. Unless required by a professor, a law student should refrain from including in his work unnecessary words which would not only lengthen the digest but make it ineffective as well

how to make a case meaning

Don’t change the text of the case

One of the common misconceptions in writing a digest is paraphrasing the decision. One must remember that the text of the case is binding. One misplaced word could change the very essence of the decision. Remember to write in verbatim what you want to include in your digest. Don’t take shortcuts. Don’t change the wordings of the Court.

In several cases decided by the Court, it was held that what is binding is not only the thought of the Supreme Court but the words written as well. If a law student tries to change or inadvertently deletes or adds a word, he or she is already committing a mistake. The word of the Supreme Court must be quoted as is where is every time there arises an opportunity to do so. In case digests, considering that these are shortened versions of the full-text decision, they must mirror the words the Supreme Court used.

One wrong word or punctuation mark could lead to an entire change in the decision. As discussed in several cases of Statutory Construction, these minute but important details must be given due attention so as to avoid altering what the Supreme Court means to discuss in a particular topic of the case.

Limit it to one or two pages

As mentioned earlier, the essence of writing a case digest is to shorten the actual decision of the Court. It would be contrary to the essence if you will be writing or producing a case digest with a lot of pages. Limiting your work to one or two pages would be appropriate not only for the professor reading your work but for you as well.

Do not listen to those who are saying that the longer the digest, the better. The essence of a case digest is to mirror the Supreme Court’s words as short as possible, without sacrificing the integrity of the case. If you really followed the steps mentioned before this last tip, then you will be able to streamline your reading assignment in a manner that it would not exceed two pages.

A better understanding of the case would lead to a short but effective case digest.

These are just some of the basic tips on how to effectively write a case digest. To all those law students who will be applying this strategy, may you all be able to grasp the essence of our means, and may this help you in your journey to become a lawyer.

For more tips, view more articles on Law School 101 .

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

Published on May 8, 2019 by Shona McCombes . Revised on January 30, 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.

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.

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:

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.

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

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how to make a case meaning

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:

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.

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

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.

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The beginner’s guide to writing an effective business case

Julia Martins contributor headshot

Nearly every project needs to be approved—whether that means getting the simple go-ahead from your team or gaining the support of an executive stakeholder. You may be familiar with using a project plan or project charter to propose a new initiative and get the green light for a project. But if your proposed project represents a significant business investment, you may need to build a business case.

If you’ve never written a business case, we’re here to help. With a few resources and a little planning, you can write a business case that will help you get the resources and support you need to manage a successful project.

What is a business case?

A business case is a document that explains the value or benefits your company will gain if you pursue a significant business investment or initiative. This initiative can be anything from the messaging for a new product or feature launch, a proposal to increase spend on a current initiative, or a significant investment with a new agency or contractor—to name a few. A compelling business case will outline the expected benefits of this significant investment decision. Key stakeholders will use the business case you provide to determine whether or not to move forward with an initiative.

If you’ve never created a business case, it may sound similar to other early project planning documentation. Here’s how it stacks up:

The difference between a business case and business plan

A  business case  is a proposal for a new strategy or large initiative. It should outline the business needs and benefits your company will receive from pursuing this opportunity.

A  business plan , on the other hand, is an outline for a totally new business. Typically, you’d draft a business plan to map out your business strategy, your mission and vision statements, and how you’re planning on getting there. There may be a case where you create a business plan for an already-existing business, but you’d only do so if you’re trying to take your business in a significantly new direction.

Business case vs. executive summary

Business case vs. project charter.

If you need to create an elevator pitch for your project but you don’t quite need the full business case treatment, you might need a project charter. Much like a business case, a project charter outlines key details of an initiative. Specifically, a project charter will cover three main elements of your project: project objectives, project scope, and key project stakeholders. Your management team will then use the project charter to approve further project development.

Do you need a business case?

Not every project needs a business case—or even a project charter. Plan to build a business case only for initiatives or investments that will require significant business resources. If you’re working on a smaller initiative, consider creating a project charter to pitch your project idea to relevant stakeholders.

Even if you don’t need to pitch your project to any stakeholders, you should be ready to answer basic questions about your proposed project, like:

What is this project’s purpose?

Why are we working on this project?

How does this project connect to organizational goals and objectives?

Which metrics will we use to measure the success of the project ?

Who is working on this project?

When is this project going to be completed?

5 steps for creating and pitching a business case

Your business case shouldn’t just include key facts and figures—it should also tell a story of why pursuing a particular investment or initiative is a good idea for your business. When in doubt, avoid jargon and be brief—but always focus on communicating the value of the project. If this is your first time creating a business case, don’t worry. Follow these five steps to create a solid one.

1. Gather input

You don’t have to write a business case on your own. Instead, make sure appropriate team members and stakeholders are contributing to the relevant sections. For example, the IT team should be involved in any tooling and timeline decisions, while the finance team should review any budget and risk management sections. If you’re creating a business case to propose a new initiative, product line, or customer persona, make sure you also consult subject matter experts.

2. Plan to write your business case out of order

Some of the first things that appear in your business case—like your executive summary—should actually be drafted last, when you have all of the resources and information to make an informed suggestion. Your executive summary will present all of your findings and make a recommendation for the business based on a variety of factors. By gathering all of those details first—like project purpose, financial information, and project risk—you can ensure your executive summary has all of the relevant information.

3. Build your business case incrementally

A business case describes a significant investment for your company. Similarly, simply writing a business case is a significant investment of your time. Not every initiative is right for your business—so make sure you’re checking your work with stakeholders as you go. You don’t want to sink hours and weeks into this document only for it to be rejected by executive stakeholders right off the bat.

Consider doing a “soft launch” with an outline of your business case to your project sponsor or an executive stakeholder you have a good relationship with to confirm this initiative is something you should pursue. Then, as you build the different sections of your business case, check back in with your key stakeholders to confirm there are no deal-breakers.

4. Refine the document

As you create sections of your business case, you may need to go back and refine other sections. For example, once you’ve finished doing a cost-benefit analysis with your financial team, make sure you update any budget-related project risks.

Before presenting your business case, do a final read through with key stakeholders to look for any sections that can be further refined. At this stage, you’ll also want to write the executive summary that goes at the top of the document. Depending on the length of your business case, your executive summary should be one to two pages long.

5. Present the business case

The final step is to actually present your business case. Start with a quick elevator pitch that answers the what, why, and how of your proposal. Think of this presentation as your chance to explain the current business need, how your proposal addresses the need, and what the business benefits are. Make sure to address any risks or concerns you think your audience would have.

Don’t go through your business case page by page. Instead, share the document with stakeholders before the presentation so they have a chance to read through it ahead of time. Then, after your presentation, share the document again so stakeholders can dig into details.

A business case checklist

Start with the why.

The first section of the business case is your chance to make a compelling argument about the new project. Make sure you draft an argument that appeals to your audience’s interests and needs. Despite being the first section in your business case, this should be the last section you write. In addition to including the  traditional elements of an executive summary , make sure you answer:

What business problem is your project solving?  This is your chance to explain why your project is important and why executive stakeholders should consider pursuing this opportunity.

What is your business objective ?  What happens at the end of a successful project? How will you measure success—and what does a successful project mean for your business?

How does this business case fit into your overall company business strategy plan?  Make sure your proposed business case is connected to important  company goals . The initiative proposed in your business case should move the needle towards your company's  vision statement .

Outline financials and the return on investment

At this point in your business case, you should outline the project finance fundamentals. Don’t expect to create this section on your own—you should draft this in partnership with your company’s finance team. In particular, this section should answer:

How much will this project cost?  Even if the initiative is completely new to your company, do some research to estimate the project costs.

What does each individual component of the project cost?  In addition to estimating the total overall cost, break down the different project costs. For example, you might have project costs for new tools and resources, competitive intelligence resourcing, agency costs, etc.

What is the expected return on investment (ROI)?  You’ve talked about the costs—now talk about how your company will benefit from this initiative. Make sure to explain how you calculated the ROI, too.

How will this project impact cash flow?  Cash flow is the amount of money being transferred into and out of your business. Significant investments are going to cost a lot of money, so they’ll negatively impact cash flow—but you should also expect a high ROI, which will positively impact cash flow.

What is the sensitivity analysis?  Sensitivity analysis is a summary of how uncertain your numbers are. There will be a variety of variables that impact your business case. Make sure to explain what those variables are, and how that could impact your projections.

Preview project details

Your business case is proposing a new initiative. In addition to the financial risks, take some time to preview project details. For example, your business case should include:

Your  project objectives  and  key project deliverables .  What will happen at the end of the project? What are you expecting to create or deliver once the project is over?

Your  project plan .  A project plan is a blueprint of the key elements your team needs to accomplish in order to successfully achieve your project goals.

The  project scope .  What are the boundaries of your project? What exact goals, deliverables, and deadlines will you be working towards?

A list of relevant  project stakeholders .  Who are the important project stakeholders and key decision makers for this work? This can include the members of the project team that would be working on this initiative, executive stakeholders who would sponsor the project, and any external stakeholders who might be involved.

A general  project roadmap  in a Gantt-chart like view.  At this stage in the process, you don’t need to provide a detailed project timeline, but you should outline a general sense of when each project stage will happen in relation to the others. To do this, create a project roadmap in  Gantt-chart like software . Make sure to include any important  project milestones  in your roadmap as well.

Any important project dependencies.  Is there anything that would get in the way of this project getting started? Does this work rely on any other work that’s currently in flight?

Discuss project risks

Once you’ve outlined the financial impact and important project details, make sure you include any potential project risks. If you haven’t already, create a  project risk management plan  for your business case. Project risk management isn’t the process of eliminating risk—instead, it’s about identifying, analyzing, and proactively responding to any potential project risks. Clearly defining each project risk and how that risk might impact your project can best equip you and the project team to manage and avoid those risks.

In the risk section of your business case, include:

A risk analysis of any potential project risks.  What is the risk? How likely is it to happen? What is the priority level of this risk?

What, if any, assumptions you are making.  In project risk management, assumptions are anything you think will be true about the project, without those details being guaranteed facts. Basing project decisions around an assumption can open your project up to risk. Make sure you ratify every project assumption to avoid jeopardizing project success.

Any comparable alternatives in the market.  If you’re writing a business case to pitch a new product or angle in the market, evaluate anything that already exists. Could the alternative impact your financial assessment or project success?

Develop an action plan

In the final section of your business case, outline how you will turn this business case into an actionable project. This section should answer questions like:

How will decisions be made?  Who is responsible for the project? Who is the project sponsor? If you haven’t already, consider creating a  RACI chart  to outline project responsibilities.

How will progress be measured and reported?  Not every project stakeholder needs to be notified of every project change. Outline key parts of your project communication plan , as well as how you’ll communicate  project status updates .

What is the next course of action?  If the management team ratifies this business case, what next steps will you take to put this into action?

Bring your business case to life

You’ve built a solid business case and it’s been ratified—congratulations! The next step is to bring your business case to life. It can be intimidating to  initiate large-scale change , and implementing your business case is no exception.

If you haven’t already, make sure you have a  project management tool  in place to manage and organize your new initiative. With a central source of truth to track who’s doing what by when, share status updates, and keep project stakeholders in the loop, you can turn a great business case into a successful project.

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Grammarhow

Case by case or Case-by-case? (Helpful Examples)

When you want to use “case by case” in your writing, it will help to know whether it’s hyphenated or not. Some people write it as more than one or two words, so this article will help to clear up any confusion you might have surrounding it.

Case by case vs. Case-by-case

“Case by case” does not need to be hyphenated when it is used as a noun phrase. We use it in this form when no other nouns are present to modify. “Case-by-case” should be hyphenated whenever a noun is present, and a modification is required.

Case by case or Case-by-case?

According to Google Ngram Viewer , “case-by-case” is more popular as a hyphenated variation. However, it’s also clear that “case by case” is still a suitable option. It depends entirely on what you are writing about and whether another noun is present.

Case by case or Case-by-case - Statistics

The Oxford Dictionary defines “case by case” without any hyphens present, while The Cambridge Dictionary defines “case-by-case” with the hyphens. Oxford states the unhyphenated form is a “phrase,” while Cambridge states the hyphenated form is an “adjective.”

However, The Oxford Dictionary also provides examples showing how the hyphenated form works as an adjective. When a noun comes directly after the words, we can see that we must group them up with hyphens to change the meaning.

If you’re struggling to understand the main differences between the noun and adjective form, you can refer to the following:

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Case by case

“Case by case” is correct when it is a noun phrase. We do not use it to modify any other part of the sentence, and it shows that something will be tackled systematically or with a “case by case” approach. Any hyphenation in this form would be unnecessary.

The idea of using it without hyphens is to show that “case” and “case” are affected by the preposition “by.” This shows that each “case” will be looked at independently until an answer is worked out.

You might benefit from a couple of these examples:

Case-by-case

“Case-by-case” should be hyphenated when it’s used as an adjective. In this form, it’s common for a noun to come directly after it. The hyphens work as connectors to show that the three words all group up to change the meaning of the noun.

According to the AP Stylebook, we must hyphenate more than one word when they are used to modify the same noun. We can figure out whether this is required based on the position of the noun in a sentence.

For example, if a noun like “basis” is written after “case by case,” then AP Style teaches us to hyphen “case-by-case” to show that all three words modify “basis.”

Here are a few examples to help you with it:

Is “By-Case” Capitalized In The Word “Case-By-Case”?

You typically do not need to capitalize any part of “case-by-case.” You would only capitalize it if it’s a proper noun, but we use the hyphenated form as an adjective with no proper nouns inside it.

However, when writing it as part of a title, you might choose to capitalize every part of the word. This only works if you like to capitalize every other word that’s written in your title.

martin lassen dam grammarhow

Martin holds a Master’s degree in Finance and International Business. He has six years of experience in professional communication with clients, executives, and colleagues. Furthermore, he has teaching experience from Aarhus University. Martin has been featured as an expert in communication and teaching on Forbes and Shopify. Read more about Martin here .

Cambridge Dictionary

Meaning of case in English

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case noun ( SITUATION )

You can also find related words, phrases, and synonyms in the topics:

case noun ( PROBLEM )

case noun ( CONTAINER )

case noun ( ARGUMENT )

case noun ( GRAMMAR )

case noun ( WRITING )

case | American Dictionary

Case noun [c] ( situation ), case noun [c] ( problem ), case noun [c] ( argument ), case noun [c] ( container ), case noun [c] ( grammar ), case | business english, examples of case, collocations with case.

These are words often used in combination with case .

Click on a collocation to see more examples of it.

Translations of case

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consisting of separate parts that, when combined, form a complete whole

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Did YNW Melly win his murder case or has the trial begun in 2023?

Did YNW Melly win his murder case or has the trial begun in 2023?

Chaitra Krishnamurthy

YNW Melly fans want to know if he has already won his court case and if the rapper is set free in 2023, thanks to a lot of misinformation flying around since the latest development in his murder trial.

YNW Melly has been locked up in the Broward Country Jail in Florida since February 2019 after he was charged with two counts of first-degree murder following the death of two of his childhood friends.

The murder trial which was initially slated for June 5 is reportedly moved to a few weeks later, while the jury selection has begun.

US-NEWS-FLA-RAPPER-MURDERTRIAL-2-MI

Did YNW Melly win his murder case in 2023?

No, YNW Melly hasn’t won the case stemming from his murder charges as of Tuesday, June 6, 2023. The trial is yet to begin and it is reportedly expected to start in the third week of June.

If convicted of the murder of his fellow rappers, Melly could face the death penalty. Although the jury is yet to give its verdict, following the trial which will only begin a few weeks later, trolls are spreading rumors that the rapper is dead .

And some fans, who appear to be unaware of the law and its implication on the case, are under the assumption he’s already free, while others are hoping it comes true soon.

As the rapper was denied bond, he is currently in prison in Florida.

Prosecutors are seeking the death penalty

For the unversed, Melly’s would be one of the first cases to go on trial for the death penalty after Florida Gov. Ron DeSantis signed the bill to allow jurors to propose capital punishment without a unanimous vote.

Earlier in May this year, Ron signed the bill after the jury’s decision to sentence the Marjory Stoneman Douglas High School shooter to life when the votes stood at 9 to 3 in favor of the death penalty.

However, the tweaked law, which also has the lowest threshold for the death penalty, can sentence the convict to death with votes as few as 8-4. Meaning, capital punishment can be issued against a criminal even if four of the twelve jurors vote against the motion in the case of a split decision.

Previously, the votes had to be unanimous for the court to proceed with the death penalty.

Rapper charged with murder of his friends

In February 2019, Melly was arrested and charged with two counts of first-degree murder after it was reported that the rapper, along with another suspect, YNW Bortlen, had fatally shot two of his friends.

The victims, Christopher Thomas Jr and Anthony Williams, and Melly were of the same crew based in Florida.

The rapper’s music career was at its peak at the time of his arrest, having collaborated with Kanye West for the mixtape, We All Shine, and it was also around the same time his 2017 single, Murder on My Mind, was certified gold.

He pleaded not guilty, but the bond was denied. The motion for the death penalty was also dropped in July 2022, before the prosecutors decided to propose it again a few months later.

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how to make a case meaning

Is Zoom Settlement Email Mentioning EpiqPay a Scam or Legit?

The email message contained this name and number for the case: "zoom video communications, inc. privacy litigation, case no. 3:20-cv-02155-lb.", jordan liles, published may 31, 2023.

Legit

About this rating

This email was part of a genuine settlement and not a scam. It notified Zoom users who had filed claims before March 5, 2022, that they would soon be able to choose a payment method to receive payment. Further, any email messages from reward[email protected] about settlement payments were also legitimate.

In late May 2023, we received inquiries from readers asking if an email message from the company EpiqPay about a class-action lawsuit settlement involving Zoom, the video conferencing software company, was a scam or legit. The subject line read, "Zoom Video Communications Settlement: Notice of Upcoming Settlement Payment."

We can confirm that a message from [email protected] that directs recipients to the URL  zoommeetingsclassaction.com was a legitimate notification about a class-action settlement. The email notified Zoom users who previously filed claims that they would soon be able to choose a payment method for a payout.

EpiqPay is one of several products from the legal and business services company Epiq. According to epiqglobal.com , EpiqPay is "an easy, convenient, fast, and secure payment distribution method [for] claimants."

We reached out to both Zoom and EpiqPay by email for further information. We did not receive responses before this story published, and any further details about the in-question email message will be added to this article when we have them.

What's the Lawsuit About?

According to The Guardian , this settlement began with 14 class-action complaints from Zoom users who said the video conferencing platform violated their privacy and security.

The complaints were filed between March and May of 2020. At the time, the U.S. was experiencing its first major COVID-19 outbreak. Businesses and churches turned to Zoom's video conferencing software to hold virtual meetings, as workers and parishioners stayed home.

The settlement website, zoommeetingsclassaction.com, listed four reasons why the lawsuit was brought against the company.

Among them was "Zoom-bombing," a term that refers to situations in which someone who was not invited to a video conferencing meeting joins the call to disrupt its proceedings. For example, members of at least two California churches sued, joining the lawsuit, after they said they were  traumatized  by uninvited users joining Zoom meetings and displaying images of child sex abuse and physical abuse.

Other reasons for the lawsuit referenced two separate purported methods of Zoom allegedly sharing users' information without authorization and a dispute over whether end-to-end encryption was properly implemented in the video conferencing software.

Who Won the Lawsuit?

According to the settlement website, a judge did not decide in favor of either side in the case. Instead, the two sides settled. The website stated:

Zoom denies these allegations, denies any liability whatsoever, and believes that no member of the Settlement Class, including the Plaintiffs, has sustained any damages or injuries due to these allegations. The Court did not decide in favor of the Plaintiffs or Zoom. Instead, both sides have agreed to the Settlement. Both sides want to avoid the risk and cost of further litigation. Plaintiffs and Class Counsel also believe that the Settlement is in the best interests of the Settlement Class. Zoom has agreed to pay $85 million to settle the Action. As part of the Settlement, Zoom also has agreed to make certain changes to its policies and practices that benefit Settlement Class Members, pursuant to Section 3 of the  Settlement Agreement .

How Much Money Will Users Who Filed Claims Receive?

For users who submitted claims before the March 5, 2022, deadline, here's what the settlement website says they can expect:

Paid Subscription Claim: If you are a Class Member who paid for a Zoom Meetings App subscription between March 30, 2016, and July 30, 2021, you are eligible to file a claim for $25 or 15% of the money you paid to Zoom for the core App subscription (i.e., not including optional add-on features/support that customers may add to their subscriptions) during that time, whichever is greater. For example, if you spent $75 on a Zoom Meetings App subscription during the relevant time period, 15% of $75 is $11.25. Because $11.25 is less than $25, your claim will be treated as a claim for $25. User Claim: If you registered, used, opened, or downloaded the Zoom Meeting App between March 30, 2016, and July 30, 2021, and you are not eligible to submit a Paid Subscription Claim, you are eligible to file a claim for $15.

How Will Users Get Paid?

According to the Zoom settlement website, EpiqPay payment and reminder emails contain a "Claim Payment" link that takes users to a "payment dashboard" where they can select a method for receiving a payout. Any correspondence from rewards@tremendous.com would also be legitimate, the website explained:

Depending on the method of payment you choose, you may be asked to confirm your selection or provide one or two pieces of information so your payment can be processed. After that, you will receive a small number of interim notifications from our payment partner [email protected] letting you know your payment is 'in process', and eventually you will receive a link to your payment card, if you chose that as your option. Contact information for our payment partner is available on these notifications, in case you experience any issues using your card. ... Emails regarding digital payments for this matter commenced on May 31, 2023, and digital payments will be available to claim through September 28, 2023. During that window, Epiq digital payment emails were or will be sent from [email protected], so please review your inbox for messages from that email address. Due to variability in individual recipient email account SPAM and junk security settings, users are encouraged to review their junk and SPAM folders in case the digital payment emails went to those locations.

The settlement website also said that while digital payments will be processed quickly, the money may take up to five business days to arrive, and that any users who chose to receive a check should expect it within four to six weeks.

"EpiqPay - Class Action Payments." Epiq , https://www.epiqglobal.com/en-us/technologies/epiqpay.

"US Church Sues after Bible Study 'Zoombombed' by Child Abuse." BBC News , 14 May 2020, https://www.bbc.com/news/world-us-canada-52668124.

Webster, Sophie. "Zoom to Pay $85M to Users Affected by the Zoombombing Lawsuit." Tech Times , 23 Apr. 2022, https://www.techtimes.com/articles/274667/20220423/zoom-agrees-pay-85m-part-zoombombing-lawsuit.htm.

Yang, Maya. "Zoom Agrees to 'Historic' $85m Payout for Graphic Zoombombing Claims." The Guardian , 23 Apr. 2022, https://www.theguardian.com/technology/2022/apr/22/zoom-settlement-zoombombing-lawsuit.

Zoom Video Communications Litigation - Home . https://www.zoommeetingsclassaction.com/.

By Jordan Liles

Jordan Liles is a Senior Reporter who has been with Snopes since 2016.

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Turned Away and Left at Sea

How a video sent to the times exposed what happened to migrants in greece..

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A few weeks ago, footage showing asylum seekers, including young children, being rounded up, taken to sea and abandoned on a raft by the Greek Coast Guard was sent to The New York Times.

Matina Stevis-Gridneff, The Times’s bureau chief in Brussels, discusses how she proved the truth of the tip that a major European government was carrying out an illegal scheme risking the lives of civilians.

On today’s episode

how to make a case meaning

Matina Stevis-Gridneff , the Brussels bureau chief for The New York Times.

A blue and white ferry is floating at sea. A speedboat is at the stern. Multiple people are moving between the two vessels.

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Greece has said that it doesn’t ditch migrants at sea. But it was caught in the act .

The Times’s investigation into the video points to a slew of Greek, European Union and international law violations .

There are a lot of ways to listen to The Daily. Here’s how.

We aim to make transcripts available the next workday after an episode’s publication. You can find them at the top of the page.

Matina Stevis-Gridneff contributed reporting.

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how to make a case meaning

Facebook's $725 Million Privacy Settlement: How to Get Your Share of the Money

A class-action lawsuit alleges that Facebook's parent company, Meta, improperly shared users' data with Cambridge Analytica and others.

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If you're among the estimated 190 million Facebook users in the US, you may have heard that you're eligible for part of a massive $725 million settlement.

Many users have received a message about a lawsuit alleging the social media giant "shared people's data with third parties and didn't monitor how that data was accessed and shared."

This may seem fishy, but it's actually legit: In 2018, Facebook was accused of improperly sharing members' personal information with outside organizations,  including Cambridge Analytica , a UK political consulting firm with ties to Donald Trump's 2016 presidential campaign. 

It's believed info associated with  as many as 87 million Facebook users  was shared.

how to make a case meaning

After years of legal maneuvering, Meta finally  agreed to settle a subsequent class action lawsuit  in December 2022. Eligible Facebook users are now filing claims  for a portion of the settlement.  

In a statement, Facebook's parent corporation, Meta, said it agreed to the deal because "it's in the best interest of our community and shareholders." "Over the last three years, we revamped our approach to privacy and implemented a comprehensive privacy program," the company added. "We look forward to continuing to build services people love and trust with privacy at the forefront." Here's what you need to know about the Facebook settlement, including who is eligible for payment and how to file a claim.  

Read on:  Meta Agrees to $5 Billion FTC Settlement Over Cambridge Analytica  

Who can get money from the Facebook settlement?

Anyone who lived in the US and used Facebook between May 24, 2007, and Dec. 22, 2022, is considered eligible for the class settlement.

How do I file a claim in the Facebook case?

You must submit a valid claim online or mail in a completed print form to:

Facebook Consumer Privacy User Profile Litigation c/o Settlement Administrator 1650 Arch Street, Suite 2210 Philadelphia, PA 19103 All claims must be submitted or postmarked by Aug. 25, 2023, at 11:59 p.m. PT.

How much money can I get from the Facebook settlement?

The amount of money each individual will receive depends on how long they had a Facebook account and how many total valid claims are submitted. Class members can choose to have their funds distributed by direct deposit, Venmo, Zelle, PayPal or prepaid Mastercard.

When will I receive my money?

A final approval hearing for the settlement is scheduled for Sept. 7, 2023. Any distribution would happen after that, though the process could be delayed by appeals. 

If you want to retain your right to pursue litigation against Meta separately, you must request to opt out of the settlement by July 26, 2023. 

The editorial content on this page is based solely on objective, independent assessments by our writers and is not influenced by advertising or partnerships. It has not been provided or commissioned by any third party. However, we may receive compensation when you click on links to products or services offered by our partners.

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We Need Arnold Schwarzenegger's FUBAR Season 2 ASAP

The action/comedy spy show is a blast—and we can't wait for more.

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The following story contains spoilers for FUBAR Season 1 on Netflix.

THIS YEAR has already been a big year for spies and espionage on TV. We aren't even halfway through the 2023, and already we've seen The Night Agent and The Diplomat on Netflix, Rabbit Hole on Paramount+, and the mega-budgeted Citadel on Prime Video. Netflix's latest entry in this expansive field is FUBAR, an action/comedy that may not have a $300 million budget, but has something those other shows could only dream of: Arnold Schwarzenegger.

The 75-year-old movie icon leads FUBAR as super spy Luke Brunner to what it works absolutely best as: a True Lies -esque story that jumps from thrills to jokes and is never boring for even a minute. Schwarzenegger is cracking jokes just as often as he's kicking ass, and just as it worked throughout his career (and especially in the James Cameron-directed True Lies) , it works here. FUBAR is a fun show that audiences will likely binge in only a handful of sittings at the most and not regret their choice one bit.

But when you're done making your way through the action and the laughs, there's going to be one more question: will FUBAR be back ASAP? Or is this show going to go MIA?

Will there be a Season 2 of FUBAR?

fubar l to r monica barbaro as emma brunner, jay baruchel as carter perlmutter, arnold schwarzenegger as luke brunner in episode 101 of fubar cr amanda matlovichnetflix © 2023

We don't know for sure whether there will be a Season 2 of FUBAR just yet, but given the way Season 1 of the show ends (with a cliffhanger) and with the streamer's seemingly overwhelmingly positive relationship with Mr. Schwarzenegger—it also has a three-part documentary on his life coming out, and prominently featured him in a new marketing video—it seems very likely that the show will return for another go-around.

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That said, it will always ultimately depend on the audience turning out. FUBAR seems likely to be liked, watched, and embraced by audiences, but stranger things have happened in the past. We will have to wait and see.

When could we expect Season 2 of FUBAR to come out?

fubar l to r travis van winkle as aldon reece, fortune feimster as roo russell, monica barbaro as emma brunner, arnold schwarzenegger as luke brunner in episode 107 of fubar cr courtesy of netflix © 2023

Filming for Season 1 of FUBAR began in April 2022, in time for the show to be released in May 2023. So by that logic, if the show is a hit and gets a relatively quick season 2 pickup, we could expect to see Season 2 on Netflix about a year and change later.

Fall 2024 may be the optimistic timing for FUBAR Season 2.

What would Season 2 of FUBAR be about?

fubar l to r aparna brielle as tina mukerji, scott thompson as dr louis pfeffer, milan carter as barry putt in episode 107 of fubar cr courtesy of netflix © 2023

There's lots to dive into for Season 2 of FUBAR, starting with the cliffhanger from the end of Season 1; Luke, Emma, and the rest of their close friends and family are all on the run after their identities were compromised. Luke declares it as the season comes to a close: It's FUBAR (meaning Fucked Up Beyond All Recognition).

That means Season 2 will likely be first and foremost about our heroes finding new identities and new missions in a brand new location.

There are more throughlines of FUBAR to consider for Season 2 as well, though. Just as the chaos broke out at the wedding, Luke had just professed his love for Tally, finally able to open himself up now that he was really retired. Except, whoops, seem like the job may have found him again. We'll see how that turns out (and if poor Donnie gets the short end of the stick again).

There's also the unresolved love triangle between Emma, Carter, and Alden. Who knows where that will go but it's likely to come up again. One relationship going well is that between Barry and Tiny, except... well, Tina was very mysteriously and sketchily talking to someone in Russian on the phone at the tail end of the Season 1 finale. So she's probably a mole and poor Barry is probably being played like a fiddle. Not cool, but it's a spy show after all.

Who would be in the FUBAR Season 2 cast?

fubar l to r fortune feimster as roo russell, milan carter as barry putt, aparna brielle as tina mukerji, travis van winkle as aldon reece, arnold schwarzenegger as luke brunner in episode 104 of fubar cr christos kalohoridisnetflix © 2023

We could expect most of our primary FUBAR Season 1 cast to return for a potential Season 2. That means Arnold Schwarzenegger (as Luke), Monica Barbaro (as Emma), Jay Baruchel (as Carter), Fortune Feimster (as Roo), Travis Van Winkle (as Alden), Milan Carter (as Barry), Fabiana Udenio (as Tally), Andy Buckley (as Donnie), and Aparna Brielle (as Tina) are all likely to return. We could even expect special guest stars Tom Arnold (in a great True Lies reunion) and Adam Pally (in a very funny brief appearance) back in the same limited capacity.

The one person we can probably rule out from making a return, however, is Gabriel Luna as the villainous Boro, considering he got shot about 50 times (including one final time by Roo at close range) in the Season 1 finale. But he also survived a nuclear blast earlier in the episode, so all the Boro stans out there can hold out a sliver of hope if they really want to.

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Evan is the culture editor for Men’s Health, with bylines in The New York Times, MTV News, Brooklyn Magazine, and VICE. He loves weird movies, watches too much TV, and listens to music more often than he doesn’t.

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Variety Print Plus Subscriber

‘Here Lies Love’ Producers and the Union Demanding a Live Orchestra Debate What’s at Stake for Broadway’s Future (EXCLUSIVE)

While the Broadway musicians' union insists 'Here Lies Love' needs a 19-piece orchestra, Filipino producers say they qualify for an exemption to use tracks, because the 'karaoke' aspect is essential to the milieu of the Philippines. With both sides standing on principle, it may not get settled before the show opens.

"Here Lies Love" at the Broadway Theatre

In front of the Broadway Theatre at the corner of Broadway and 53rd Street in Manhattan are posters for the venue’s incoming production, “ Here Lies Love ,” advertising a score by David Byrne and Fatboy Slim and direction by the ground-breaking Tony winner Alex Timbers. The show’s logo is superimposed over a mirror ball, literally reflecting the production’s highly unusual immersive nightclub setting, a semi-ironic counterpoint to a sobering story about the rise and fall of fascistic Filipino power couple Ferdinand and Imelda Marcos in the ‘60s, ‘70s and ‘80s. The tag line above that disco totem: “The Revolutionary Music Experience.”

The union is demanding the employment of a 19-piece live orchestra, as mandated by contracts, barring negotiated “special situation” exemptions. Producers want the show to be presented as it has been in other productions for the last 10 years, with actors singing mostly to pre-recorded backing tracks, which they say is not a cost measure but an inherent reflection of the dance-club ethos and karaoke culture of the Phillipines. The 802 said in its initial statement that the union is acting as a “gatekeeper for standards of live performance in theatre, pushing back against the cheapening of our art.” The show’s Filipino producers, meanwhile, are expressing offense to being subject to “gatekeepers” and what they see as “the language of exclusion” in the “offensive” notion that “karaoke, essential in Filipino spirit and how we are as people, is a cheapened way of art.”

Variety spoke with “Here Lies Love’s” Clint Ramos and Jose Antonio Vargas, the two Filipinos among the show’s five producers, who haven’t spoken publicly about the dispute until now, as well as Tino Gagliardi, president of Local 802, who went public at the end of May with a dispute that had been quietly simmering since the production was first announced five months ago.

“This is an artistic enterprise, where the use of the tracks and karaoke and how that’s deployed has artistic merit and value,” says Vargas. “And that’s what’s been missing in this entire conversation, with this idea that we’re greedy producers. We are not career producers; basically, we look at this as a cultural project. This is so deeply tied to our identity as Filipinos that we actually came on and raised money and have been in conversations with the creative team guiding the show in a binational way all along.

“They said, ‘As artists, we are constantly the gatekeeper for the standards of live performance in theater, pushing back against the cheapening of our art.’ To us, that is the coded language of exclusion,” Vargas continues. “Them saying that karaoke is not a valid piece of art reeks of marginialization. This idea that we are somehow cheapening the art with it is just deeply insulting and offensive.”

Adds Ramos, “The form of the show, in the way David (Byrne) conceived of it through karaoke and also through dance track acts, is inherent to the show. And their dismissing a tradition that’s deeply inculcated in our culture is triggering. I know this because I’m from the Philippines and Jose is from the Philippines, where karaoke is embedded in our daily life. We celebrate with karaoke, and we mourn with karaoke. The Marcoses used karaoke as a political tool. And also, I would say that in the larger AAPI diaspora, it is a way for AAPI folks in the United States to actually tether themselves to home.

“This is in the DNA of the show,” he continues. “The dichotomy of recorded music and live music present in our show is absolutely important.” Actors portraying revolutionaries sing and play acoustic instruments at the very end of the show — the first and only time live instrumentation is heard — which is meant to provide a stark contrast to the often fun but synthetic quality of the tracks that otherwise predominate. “It’s actually central to the show’s thesis, which has always been like this ever since it’s been performed. So the moment we announced the transfer, the Broadway League, which represents us, started this conversation with Local 802. We have been in good faith following this process, saying this is why we qualify for ‘special situations’ [as an exemption]. We are following the rules. And then, during Memorial Day weekend, they decided to adjudicate this over media.”

But the 802’s Gagliardi is not buying the other side’s contention that foregoing a live band for tracks is essential to the cultural ethos of “Here Lies Love” and not just about cost-cutting, pure and simple.

Gagliardi is also not impressed by the argument that “Here Lies Love” was done with tracks in its three previous productions — at the Public in New York in 2013, followed by Seattle Rep and the National Theatre in London. “I look at what David Byrne had done in the past in regard to the other productions of the show that he did, which were small regional theaters off-Broadway that didn’t have the tech or the resources that Broadway has to offer in order to make this something really substantial. … But if this is really what he wanted to do, then Terminal 5, I understand, is looking for people to rent their place. And maybe that’s the more appropriate spot for something like this. Why are you taking up space in a Broadway theater, which is where a particular cultural icon of America lives, which is musical theater?”

These questions won’t be just theoretical for long. The production is moving into the Broadway Theatre for previews that begin June 17, in advance of an official opening night July 20. If the mandated negotiations continue to be at a stalemate and the dispute finally proceeds to arbitration — as both sides have suggested is strongly possible — a judgment would likely arrive well after the show is up and running.

So it’s possible “Here Lies Love” could open in its existing form, and then be compelled to hire and write scores for a large band weeks into its run, if an arbitration board favors the union. Or, if arbiters were to rule in favor of the production, no change of plans would be necessary… but union members and supporters could still bring negative attention to the show, if their wants are thwarted. Any negotiated compromise seems far off, with both sides claiming the philosophical as well as practical high ground.

If the idea is to not have the music sound “live,” Gagliardi says a live band can produce music just as synthetic-sounding as the tracks being used. “The fact of the matter is there are musicals running on Broadway right now that are creating exactly the same kind of musical effect that David Byrne is looking for,” says the union head. “With ‘MJ, the Musical,’ the whole concept behind that uses a live orchestra to recreate the songs of Michael Jackson exactly the way you would’ve remembered it if you were listening on your Walkman with your headphones. And the other one that I would cite as an example is ‘& Juliet.’ So what David Byrne is trying to accomplish is not unusual. This is something we do as professional musicians, and we have the tech on the boards that can absolutely make a way to find whatever nuance that David Byrne wants to add to this.”

“David Byrne and we and the creative team revere live music,” says Ramos. “The idea that we’re not going to use live musicians is something that I want to correct, because there are live actor-musicians on stage. Live music here is actually deployed in a such a powerful way, that it represents freedom, it represents liberation, it represents the highest of human values. Because what you have before this live music moment are the tracks, which represent the artificiality and the sort of false world that the Marcoses had created. David has considered the quality of music that is inherent to the storytelling of this show. These actor-musicians are playing those instruments in a part where they’ve actually as people set themselves free.” Adds Vargas, “We basically pull a rug out from under you … The show has always been a Trojan horse. You’re dancing around with dictators in this disco track music and then by the end when the people’s revolution happens, that’s when it’s a solo guitar…”

Not that he means to disparage the disco tracks as inherently fascistic. “Every Filipino can tell you what their first karaoke song was, from when they were 7 or 8. … That’s why it was brilliant that David went to the Philippines, saw there’s a karaoke machine anywhere, whether it’s a poor family or the Marcoses, and made that a part of the show in respecting and appreciating the culture… As a Filipino, this idea that this is less a piece of art is insulting and reductive.”

Opinions differ, obviously, over whether “Here Lies Love” should qualify for the exemption from 19 musicians that can either be negotiated or, as seems likely here, go to arbitration.

Says Gagliardi, “In 2003, Broadway musicians went on strike; we shut down Broadway for about a week. It was devastating for everybody because the opening proposal from the Broadway League was to eliminate the minimum number of musicians required for the theaters altogether. They wanted zero. At the time, the union that represents Broadway musicians was trying to find an artistic way to accommodate when a show or a producer shows up with a different concept — for example, ‘The Buddy Holly Story.’ How many musicians were in the Buddy Holly band? There were four. So we have a clause in the contract called ‘special situations.’ But that provision was never created to offer an opportunity to hire no musicians. You know, this is zero here. These are tracks, and our contract explicitly prohibits the use of tracks in the place of live musicians. And they’re trying to use the special situation in order to eliminate that altogether. I’m telling you, man, the Broadway community is up in arms over this.”

One significant factual dispute is over whether “Here Lies Love” will be eligible for the Tony for best musical in 2024 if it proceeds without an orchestra. The 802 has pointed back to a controversy over the 2000 musical “Contact,” which caused a huge stir at the time by winning the best musical Tony despite having only tracks and no live music or even singing. Union reps say that rules for eligibility were changed as a result of that brouhaha, and believe that “Here Lies Love” will be ineligible for Tonys in musical categories if it continues without a live band. The producers of “Here Lies Love,” for their part, are firm in contending no such Tony rules exist.

Gagliardi says, “What happened with ‘Contact’ — and why it was such an uproar with the Broadway community was that it was a musical that was eligible for the Tony Award that had no musicians. It was all tracks. So the agreement that was reached with the Tony committee was that no musical that uses no musicians can be eligible for a (musical) Tony Award. That’s how that panned out. Basically what happened after that, because they won the Tony, was that the Tony committee was no longer going to consider musicals that don’t hire any musicians at all to be eligible for a Tony Award. Now, how that’s going to pan out with this, I have no idea.”

But “Contact,” an all-dance show, went beyond having no musicians; it didn’t have any songs or any actors doing any singing, either. The result of the controversy at the time was that the Tonys created a new award, best special theatrical event, that would cover shows lacking those traditional elements of theater that wouldn’t normally fall under either play or musical… but it was discontinued after 2009.

Meanwhile, “Here Lies Love” producers strongly dispute that the Tonys ever made a rule that band-less musicals could not compete, and forwarded to Variety a recent copy of the Tonys’ eligibility requirements, which make no mention of criteria for what constitutes an eligible musical. Says show publicist Adrian Bryan-Brown, “Everything we know of the guidelines for Tony Award eligibility, which are publicly available on the Tony Awards website for reference, give confidence that ‘Here Lies Love’ will be determined by the Tony Awards Administration Committee to be eligible as a Broadway musical.”

What comes next in potentially resolving the dispute? A couple of steps: First, a committee is to be formed with members of the Broadway League, the 802 and some mutually agreed-upon neutral parties, to attempt to find a solution that is satisfactory to everyone involved. If a solution or compromise is not found to mollify both sides, then the case will be heard and decided upon by the American Arbitration Association. How long this process could take is anyone’s guess.

The production is unhappy that, in their view, the union is already applying undue pressure by circulating petitions and statements, and the producers cite instances in which their cast members are being DM-ed or tagged online. Says Vargas, “Can you imagine that so many of our company members are making their Broadway debuts, in a historic all-Filipino cast, and some of the messages they’re getting with people DMing them on social media? We need them to stop that and follow the procedure.”

The show’s meaning to the Filipino community is one that Vargas and Ramos continually state, in relation to but also apart from the current dispute. Ironically, perhaps, the controversy that was headed off when the show was first produced in the 2010s was whether, as a so-called “disco musical,” it would trivialize or even glorify the Marcos regime. With a historic number of Filipinos ultimately involved in the creative and production teams as well as, obviously, the cast, the danger of the show being misunderstood in that regard seemed to have been happily overcome… only for a wholly different controversy to arise.

Ramos says that Filipinos “see this as a watershed moment for our people. Having been part of this team since 2005, I believe this is a show that makes us look at our own identity as it applies to the global population.” Adds Vargas, “One thing to know about Filipinos is, we throw the best parties, and when we throw the parties, everybody’s invited. And that is totally the ethos of this show. But the ethos of this show is also that we’re telling a very specific Filipino story that, by the way, is completely relevant in this era of fascism. How do dictators happen? How does fascism happen? And what can ordinary people do to go up against it? Well, guess what? The Filipino people did it in the ‘80s — here’s proof. So in many ways, this show cannot come at a better time.”

He speaks of its historical significance to the direct participants: “Most of the coverage hasn’t even mentioned the fact that we are putting the first Filipino show on Broadway with an all-Filipino cast. And there’s never been this many Filipinos who are actually producing a Broadway show.  Filipinos are the largest Asian group in California, and we are among the largest Asian groups in the country, and yet we’re marginalized within the marginalized. Even other AAPI people sometimes say, ‘Wait, we don’t have to make sure the Filipinos are included, right?’…  This whole process actually reeks of that kind of marginalization, with this deeply insulting idea that we are somehow cheapening the art.”

Both sides talk in dramatic terms about the very future of Broadway being at stake from the issues that concern them.

For the show’s producers, a lack of reinvention is the real threat to Broadway.

“I have an organization called Define American. In some ways what’s happening here is Define Broadway,” says Vargas, a Pulitzer Prize winner known for his documentaries and books addressing cross-cultural issues prior to becoming a theatrical producer with “What the Constitution Means to Me.” “Like, what is a Broadway musical? Here’s Broadway after the pandemic. How do we attract new audiences? How do we innovate? How do we think outside the box? All you have to do is enter the Broadway Theatre and know that this is not a traditional Broadway show. We ripped out all the orchestra seats and literally changed this venue so it actually is a nightclub. We are innovating, trying to move Broadway forward.”

Vargas mentions that Ramos is “one of the few Filipino Tony Award-winning creatives on Broadway” (as a veteran costume and production designer before moving into a producer role with this show). “In our producing team, there’s five lead producers; we’re two of the five and we’re the two Filipinos. I’m the newest in this industry, and I have to say, if Broadway is to survive post-COVID in a demographically changing America, it must adapt. And that the fact that this show is actually helping lead to try to get us to this new place where we’re talking to new audiences, where we’re trying to expand the form. This show is actually pushing the form and it is inviting new audiences to Broadway. It is giving an option to audiences of what they could potentially like, because the repertoire is not that wide.

“So for them to say that we’re not respecting Broadway and that we are ‘cheapening’ it… People are excited about the show and buying tickets way into the fall. We trust our audiences to decide whether our show has value to them. They don’t need protectors or gatekeepers to infantalize them or prejudge for them what has artistic value.”

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