A case study is an in-depth exploration of a particular phenomenon, event, or situation within its real-life context. It is a qualitative research method that involves an intensive analysis of a single unit or multiple units, such as an individual, group, organization, or community. 

Sometimes, quantitative methods can be used. Case studies allow researchers to examine complex issues, gain a comprehensive understanding, and generate insights that can inform theory, practice, or future research.

When to do a case study

A case study is an ideal research approach when the goal is to gain in-depth, contextualized knowledge about a specific real-world situation or phenomenon. It enables researchers to delve into the key characteristics, nuances, and implications of the case under investigation, providing a rich and detailed understanding.

Case studies are particularly well-suited for thesis or dissertation projects, as they offer a focused and manageable scope when time and resources are limited, making large-scale research efforts challenging. They allow researchers to concentrate their efforts on a specific case or set of cases, facilitating a comprehensive exploration within practical constraints.

Researchers can choose to conduct a single, complex case study, where they immerse themselves in one subject, exploring it in profound depth. Alternatively, they may opt for multiple case studies, which involve examining several cases to compare and contrast different aspects, perspectives, or dimensions of the research problem.

Case study examples

Case studies can be conducted in various fields and disciplines, including business, education, psychology, sociology, and healthcare. Here are some examples of research questions that could be addressed using a case study approach:

Research QuestionCase Study
How did a particular company successfully navigate a crisis and rebuild its reputation?A case study of a specific company’s crisis management strategies and recovery process.
What factors contribute to the success or failure of educational reforms in a particular school district?A case study of a school district’s implementation of educational reforms and the outcomes.
How does a specific family cope with and adapt to a chronic illness or disability?A case study of a family’s experiences, challenges, and coping mechanisms when dealing with a chronic condition.
What are the cultural and social factors that influence consumer behavior in a particular market or region?A case study of a specific market or cultural context, exploring consumer preferences and purchasing decisions.
How does a community respond to and recover from a natural disaster or environmental event?A case study of a community’s resilience, coping strategies, and recovery efforts after a specific natural disaster.

Steps for writing a case study

While the specific steps may vary depending on the research question and discipline, here is a general outline for conducting and writing a case study:

Step 1: Select a case

When selecting a case for your study, it is crucial to identify one that has the potential to contribute meaningful insights and further understanding of the subject matter. An ideal case should possess the capacity to:

  • Offer fresh or unanticipated perspectives that can deepen or challenge existing knowledge about the topic.
  • Complicate or call into question prevailing assumptions and theories, prompting a re-examination of established beliefs.
  • Propose practical solutions or courses of action that can address real-world problems or issues related to the subject.
  • Open up new avenues for future exploration, inspiring additional research questions or directions.

Unlike quantitative or experimental approaches, the strength of a case study does not hinge on random or representative sampling. In fact, case studies often intentionally focus on unusual, overlooked, or outlying cases that have the potential to shed new light on the research problem by virtue of their distinctiveness.

However, researchers also have the option to select a more typical or representative case that serves as an exemplar of a particular category, experience, or phenomenon of interest. Such cases can provide valuable insights into common or widespread occurrences, patterns, or situations.

Step 2: Build a theoretical framework

Although case studies emphasize detailed, context-specific exploration over broad generalizations, they should maintain a connection to theoretical foundations within the field. This ensures that the case study contributes to the existing body of knowledge, rather than serving merely as an isolated description.

A well-designed case study can serve several purposes in relation to theory:

  • It can exemplify an established theory by demonstrating how the theory elucidates and explains the specific case under investigation.
  • A case study can expand the boundaries of a theory by uncovering novel concepts or insights that necessitate the incorporation of new ideas into the theoretical framework.
  • It can challenge prevailing theories by examining an outlier case that contradicts or does not conform to the assumptions inherent in existing theoretical models.

To ground the analysis of the case within a robust academic context, researchers should conduct a comprehensive literature review of relevant sources. This review informs the development of a theoretical framework that identifies key concepts and theories to guide the analysis and interpretation of the case study findings.

Step 3: Collect your data

Case studies employ a variety of research methods to gather comprehensive data about the subject under investigation. While the emphasis is typically on qualitative data collection techniques, case studies may also incorporate quantitative methods when appropriate.

Qualitative approaches commonly utilized in case studies include in-depth interviews, direct observations, and the analysis of primary and secondary sources such as newspaper articles, photographs, official records, and archival materials. These methods allow researchers to explore the complexities, and contextual factors surrounding the case.

However, case studies are not limited to qualitative data alone. In some instances, researchers may also gather quantitative data to provide additional context, support, or triangulation for their findings. This mixed-methods approach can strengthen the robustness and validity of the case study by combining rich qualitative insights with numerical data or statistical analyses.

Step 4: Describe and analyze the case

Present a comprehensive picture of the case by bringing together all relevant aspects and contextual details. Analyze the case through the lens of your theoretical framework, connecting it back to the literature and discussing how it fits into wider patterns or debates. 

Structure your analysis in a narrative style, exploring the case from various angles and examining its meanings and implications. Throughout the process, ensure that your case study is well-grounded in theory, draws upon multiple data sources, and provides a rich, contextual understanding of the subject under investigation.