Case Study Template

The Case Study Template Serious Consultants Use

Many case studies are full of inflated claims, vague outcomes, and tidy success stories that no experienced buyer believes.

This case study template is different.

It’s designed to help you write case studies that sound like a trusted advisor explaining decisions, not a vendor trying to impress.


What This Template Helps You Do

This template helps you turn real client work into case studies that:

  • Demonstrate judgement, not just execution

  • Show how you think under constraints and uncertainty

  • Make trade-offs and decisions visible

  • Tie outcomes to business priorities, not activity metrics

  • Signal calm, senior credibility to experienced buyers

It’s the kind of case study someone forwards internally and says:

“This is how we should be thinking about this.”


What’s Inside the Template

The template guides you through:

  • Framing the problem the way an executive would recognise it

  • Explaining context and constraints without defensiveness

  • Showing how decisions were made, not just implemented

  • Highlighting outcomes in credible, measured terms

  • Positioning yourself naturally for follow-on work

Every section prompts clarity, restraint, and insight.

Click the link below to download our template.

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