What Is a Case Report?

A business case report is a document containing the analysis of why a project was implemented. Think of it a bit like a court case but instead of defending a person, it gives the reason why money should be spent for said project, its benefits, and how it will improve the company as a whole.

How to Write a Case Report

case report template

When writing a case report, you need to make sure that the objective or reason is clear as to why the project plan should be implemented, explain how the objectives are met and if they are practical, must be in an understandable layout that flows smoothly, should be written in a professional manner yet use simple words, and it must be enticing to be effective. Writing a quality case report takes a lot of effort, but it is doable, and we're here to give you a few helpful steps:

1. Have a Clear Purpose

As stated before, a case report is only effective if it has a clear purpose. This means that it should study one topic and one topic only, integrating similar topics and researches, and giving concise and informative details. A general tip is to pick a solid and specific topic; it's more effective to have a specified outline on why your software company needs better and more updated programs than when you report about general employee satisfaction that branches out to subtopics like lack of motive, to better wages, and even a particular individual stealing people's lunches.

2. Follow a Format

A case report, like any document, has a set format that everyone is familiar with and has a rough idea about. You can get creative with how you make your case report, but the usual layout looks a bit like this:

  • Cover Page – Contains the (hopefully) emphatic title of the report, who wrote the report and who it is directed to, and of course the corresponding dates.
  • Rationale – A brief outline report on the project, what it is, why it was created, and how it was managed.
  • Executive Summary – This is a concise version of the entire report. It contains the project's scope and analysis, main findings, the recommendations, and limits.
  • Analysis – This is the segment of the report that shows how the project was broken down and thoroughly examined both in a business-wise perspective and in its technicalities.
  • Recommendations, Limits, and Appendix – These are three separate segments but they wrap up the report by providing the recommendations based on the analyzed data, the limits of the report (not the project), and the appendix, which contains the graphs, illustrations, and spreadsheets possibly used in the report form.

This is the usual layout of a case report, but you can make it more detailed and more creative if you wish.

3. Do Reseach on Each Segment

Gather as much valid and truthful information as you can. The more support your case report has from legitimate sources of data, the better the chances of it being approved.

4. Have a Compelling Summary

Your executive summary must be compelling. It needs to be detailed enough that it can answer possible questions right off the bat but not look like a great wall of text. Using simple yet professional writing is a must in all parts of your sample report but most especially in the summary report.

5. Triple "C" It

Check, cut, and correct—as simple as that. You want to proofread your work and correct any grammatical errors, cut out unnecessary and redundant sentences, and correct your work until you are satisfied with it.

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