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Case Study Cover Page

A cover page briefs the exact topic of that particular study. A cover page of a case study is a short prolong to that specific strategy that will be used in the upcoming report. It should highlight the definite outline to its readers instantly.

Moreover, your case study cover page sets the accurate scene, displays the vision of the organization, and does not forget the advertisements.

One of the necessities of creating a compelling cover page is to be direct and exact in the tone. Your page should be precise and short to its readers. They should be able to get the basic idea of your case study through its cover page. Hence, the base of it should be as clear as possible.

What is the right way to create the case study cover page apa format?

Writing an attractive case study is not an easy thing. A lot of students try it but fail miserably due to the lack of knowledge and guidance. Hence, we have come up with some brief outlines for your cover page for case study. They Should be specific, and short. It should also exactly refer to the construction of your apa style case study. Here go the following points;

  • Introduction: Firstly, your case study should clearly define the proper introduction. The story or the topic should be straightforward.
  • Problems: In this step, you will likely be following the issues that you will normally face.
  • Solutions: It’s now time to find out the ways to look for possible solutions to your problems.
  • Advantages: Students should lay more emphasis on the most impactful benefits.
  • Results: The detailed outlines should be presented of the successful outcomes that a customer has earned.

Like any other academic formal document, a case study has a definite and a concise format to follow. The above mentioned points are the core of any good case study format you wish to construct for your tutors.

Case Study Cover Page Examples

Related: Case Study Conclusion

The Best Case Study Cover Page Examples For The Students 

The ideal cover page examples are an excellent way to write an impressive case study on your own. One of the key points of writing a good case study comes from planning ahead of it. Moreover, it is also advisable for the students to refer to a good case study cover page apa format that will further guide them in the writing process.

In order to let you relax in peace, we have settled a few case study format samples on our website. They will help you in creating one best case study with a proper format.

Hire Our Best Guidance For A Perfect Case Study Cover Page

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Free MS Word Case Study Templates

By Kate Eby | January 18, 2024

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We’ve collected the top free Microsoft Word case study templates for marketing managers, writers, digital marketing specialists, sales teams, and analysts. Customize these templates for documenting, communicating, and analyzing marketing activities. 

On this page, you'll find eight dynamic monthly marketing report templates, including those for a  case study report , a  project case study , a  marketing case study , a  one-page case study template , and more.

Microsoft Word Simple Case Study Template

Simple Case Study Example Template for Microsoft Word

Download the Sample Simple Case Study Template for Microsoft Word  

Download the Blank Simple Case Study Template for Microsoft Word  

When to Use This Template:  This straightforward template is ideal for junior or entry-level marketing associates to kickstart their journey in writing case studies. Download the version with sample copy for helpful pointers on crafting a case study.  

Notable Template Features: This template features a basic structure for presenting a case study without overwhelming details. Fill in the  Introduction, Customer Challenge, Marketing Strategies, Results, and  Call-to-Action (CTA)  sections to craft a simple case study.

Microsoft Word Case Study Report Template

Case Study Report Example Template for Microsoft Word

Download the Sample Case Study Report Template for Microsoft Word  

Download the Blank Case Study Report Template for Microsoft Word  

When to Use This Template:  This template is suitable for professionals who need to produce comprehensive case study reports with detailed analysis. Download the version with a sample case study for guidance on writing a report. 

Notable Template Features:  This case study report template provides a structured format for presenting data, research findings, and in-depth insights. There are editable sections for adding an executive summary, introduction, statement of the problem, decision criteria and assumptions, data analysis, alternative courses of action, recommendations, and more. 

For resources on marketing case studies in presentation-ready format, check out this collection of free marketing case studies in PowerPoint format .

Microsoft Word Project Case Study Template

Project Case Study Template for Microsoft Word

Download the Sample Project Case Study Template for Microsoft Word   Download the Blank Project Case Study Template for Microsoft Word  

When to Use This Template:  This template is for project management or cross-functional teams that need to produce comprehensive case study reports with a detailed analysis. Download the version with sample copy to get a clear idea of what to include in each section.  

Notable Template Features: You’ll find a structured layout, starting with an introduction page featuring visual elements such as a line chart for success measurement, a pie chart for impact analysis, and a bar chart for metric comparison.

These free case study templates in Google Docs format can help your marketing team efficiently create and collaborate.

Microsoft Word Marketing Case Study Template

Marketing Case Study Template for Microsoft Word

Download the Sample Marketing Case Study Template for Microsoft Word   Download the Blank Marketing Case Study Template for Microsoft Word  

When to Use This Template:  Marketing managers, content marketers, and sales teams can use this template to showcase the success of marketing initiatives to internal and external stakeholders. Download the sample version to get a quick start on crafting your case study report. 

Notable Template Features:  Filled with sample images and featuring a professional layout, the template’s visual appeal helps you present complex information in an easily digestible and compelling format. Complete the  About Us, Challenge, Solution, Case Study,  and  Benefits  sections to build a structured narrative that showcases your marketing strategy from problem identification to solution implementation. 

Explore these free marketing case study templates to find more options in multiple formats. Whereas a marketing case study template showcases marketing strategies and their outcomes, a business case template provides a broader analysis of business decisions and impacts. See this  article with free business case study resources , ready-to-use templates, and guidance on analyzing and presenting business scenarios. 

Microsoft Word One-Page Case Study Template

One-Page Case Study Example Template for Microsoft Word

Download the Sample One-Page Case Study Template for Microsoft Word Download the Blank One-Page Case Study Template for Microsoft Word

When to Use This Template:  Sales reps and teams can use this template to create one-page case studies for sales pitches and presentations. Download the sample version with example text for an easy guide on creating concise reports. 

Notable Template Features:  The template is designed to condense complex information into a concise, easy-to-glean format. Use the space allotted for each section to keep the case study to one page.

Microsoft Word Problem-Solution-Impact Case Study Template

Problem-Solution-Impact Case Study Example Template for Microsoft Word

Download the Sample Problem-Solution-Impact Case Study Template for Microsoft Word

Download the Blank Problem-Solution-Impact Case Study Template for Microsoft Word

When to Use This Template:  Marketing teams can use this template to showcase a complete narrative, from identifying a specific challenge through the solutions applied to the tangible impacts achieved. Download the sample version that includes an example case study for helpful guidance on crafting a comprehensive report. 

Notable Template Features: This template sports a structured, three-part storytelling approach, emphasizing the cause-and-effect relationship in case studies. Complete side-by-side comparisons, past vs. current year analyses, and year-over-year bar charts to present comparative data.

Microsoft Word Comparative Study Template

Comparative Study Example Template for Microsoft Word

Download the Sample Comparative Study Template for Microsoft Word

Download the Blank Comparative Study Template for Microsoft Word

When to Use This Template:  Users who need to conduct side-by-side comparisons of products, strategies, or performance metrics should download this template. Opt for the version with sample copy to get an idea of how the completed document should look. 

Notable Template Features: This template’s structured design facilitates direct comparisons with sections such as side-by-side comparisons and year-over-year performance analysis — unlike others that may focus on narrative or single-subject analysis. It's specifically crafted to simplify the visualization of comparative data, making it a go-to for analytical and data-driven presentations.

Microsoft Word Case Study Storyboard Template

Case Study Storyboard Example Template for Microsoft Word

Download the Sample Case Study Storyboard Template for Microsoft Word

Download the Blank Case Study Storyboard Template for Microsoft Word

When to Use This Template:  This template is tailor-made for those who want to present their case studies in a visually compelling storytelling format and make complex information more relatable and memorable. Leverage the sample version of this template, which uses an example of a fictional EV-charging company as a visual guide to help you create an engaging storyboard case study. 

Notable Template Features: Unlike other templates that focus on traditional text-heavy layouts, this storyboard template emphasizes visual storytelling, using a series of illustrations and graphics to guide the audience through the case study.

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55 Amazing Cover Page Templates (Word, PowerPoint + PSD)

In the academic and professional arenas, you often need to prepare reports or projects which need a cover page template. The cover page is the very first thing that the reader would see. Therefore, the cover page for project should be well-made.

Table of Contents

  • 1 Title Page Templates
  • 2 When do you use a cover page?
  • 3 The important elements of a cover page template
  • 4 Report Cover Page Templates
  • 5.1 Academic cover page
  • 5.2 Business cover page
  • 5.3 Report cover page
  • 6 Cover Sheet Examples
  • 7 How to make a cover page?
  • 8 Cover Page For Project
  • 9 How to create a title page?

Title Page Templates

Free Annual Report Cover Page Template

When do you use a cover page?

A cover page template is also known as a title page template, and you can use it in different kinds of projects such as:

  • academic essays
  • business plans
  • professional reports
  • white papers

However, this template differs from cover sheets and cover letters. A cover sheet is a type of document sent with fax which provides the recipient with additional information. On the other hand, a cover letter is usually attached to a resume when you apply for a job .

The important elements of a cover page template

Before making your portfolio cover page, you should know what elements to include in it. Simple as this page may seem, there are some things which you need to incorporate into it. These are:

  • The title or subtitle of the document
  • The name of the author
  • The title of the author
  • The cover image or cover photo
  • The completion or submission date
  • The description of the document

Also, the color spread, style, and layout of the report cover page should blend together with the rest of the document seamlessly. Also, you should follow any other requirements set by your instructor or the recipient of the document.

Report Cover Page Templates

Free Cover Page Template 7

Common types of cover page templates

When you look at different cover sheet examples online, you’ll discover that there are different types to choose from. Here are the most common ones:

Academic cover page

In the academic world, making a cover page template requires some rules. In fact, following these guidelines is just as essential as the content within the paper or the document. Also, the cover page should follow the proper format depending on the style set by the instructor. The most common format styles of academic cover pages are:

  • American Psychological Association or APA This format is now in its 6th Edition, and it’s commonly used in the field of social sciences. When following this format style, the cover page should include a title, a running header, the name of the author, the name of the institution, and any other notes the author wants to include.
  • Modern Language Association or MLA This format is now in its 8th Edition, and it’s commonly used in the fields of humanities and arts. Normally, this format doesn’t require a cover page, but some instructors still ask for it. If you’re required to make a cover page, follow the guidelines set by your instructor .
  • Chicago Manual of Style or CMS This format is now in its 16th Edition, and it’s also commonly used in the fields of humanities and arts. In such a format, you might need to make a standalone cover page, or you may add the title on the first page of your document.

Business cover page

This style is very common in the corporate world, and its design would depend on the nature of the company or the organization. Some cover pages require formality and professionalism while others may need more flair and creativity. For instance, some technical reports only show figures and facts which means that you would only need to use a conservative design for the template. But marketing and business plans might need more imagery and color to attract more readers.

Report cover page

There are different styles you can use when making a template for a cover page template for a report. You would use a different style when making a template for a marketing report compared to when making a template for a business proposal . Use your professionalism or creativity as you see fit to impress your target audience.

Cover Sheet Examples

Free Business Cover Page

How to make a cover page?

When you’re thinking about preparing a cover page template, remember that it’s all about the first impression. Your document might have a lot of good content, but without a well-made report cover page, your target audience might not even read it. There are many crucial things to keep in mind when creating your report’s cover page.

The cover page is at the very start of a document. From the beginning, the purpose of this page is to provide the reader with a good idea of what your document is all about. You communicate this information by including all the relevant information on this page. Here are some helpful steps to follow when making a cover page for the project in Microsoft Word:

  • First, open a new document in Microsoft Word.
  • Click on the Insert tab to find the drop-down menu for cover page templates. From there, you can choose which template you’d like to use for your project.
  • When you click on a template, it will appear as the first page of your document.
  • Click on the fields which have already been pre-formatted and start typing the information. First, the title of your document then the subtitle, the date, your name, and more.
  • If you don’t see a style you like in among the available templates, you can also customize one of the pre-formatted templates. For instance, you’d like to change the background image of the template, simply right-click on that picture then select “Click Picture” in the menu.
  • If in the middle of making your document, you’d like to change the cover page, you can do this too. Just go back to the first page then choose a new template from the menu. In doing this, the information you’ve added won’t get changed.
  • After you’ve added all the information on your cover page, don’t forget to save it in a location that’s easily accessible.

As we’ve said, making a cover page doesn’t require much effort. Even if you want to make your own customized template, you can do this in a matter of steps and in very quick time. The pre-formatted templates available in Microsoft Word will save you a lot of time and effort. However, using such a template would mean that you can’t make your own personality and style shine through. Here are some steps to follow if you plan to design your own portfolio cover page:

  • Choose one of the pre-formatted templates from the Insert tab then start editing the template. Change the colors, font styles, and all the other elements in the template.
  • You can get stock-free images online and use those for your cover page. Move the elements around and see which arrangement is the most aesthetically appealing.
  • When you’re happy with how you cover page, save your document to preserve your customized design.

No matter how you choose to make your cover page, make sure to add all of the important elements which we have discussed in the previous section.

Cover Page For Project

Free Final Exam Cover Page Template

How to create a title page?

Title pages are simple and easy to make. However, you need to follow some specific guidelines when making them. You can download our title page template if it fits into the style you’re instructed to follow. Since making such a template isn’t complicated, you can also make it yourself. Just follow these steps:

  • Space the title of the document about a third down the page. If your document has a long title or it has a colon somewhere in it, you can use two lines for the title.
  • Make use of “title case capitalization” wherein you use a capital letter at the beginning of the important words such as the verbs, nouns, adjectives, and adverbs.
  • Add your name as the author of the document right below the title. Use your complete name and start with your first name, middle initial, then your surname. If more than one person wrote the document, include all of the full names.
  • Add the name of your institution, organization or university. This will tell the readers where you performed most of your research. If several authors from different institutions wrote the document, add the name of the institution right below the name of the author/s.
  • Now it’s time to format your template. Your title page should be double-spaced. To do this, highlight the text and choose the double space option in the line spacing drop-down menu.
  • Your title should have a horizontal center alignment.
  • Then add a running header which appears at the top of the page and continues throughout the document. But the header isn’t the title of the document, just a few keywords or about 50 characters.
  • The next thing to add is the page number which appears at the upper right-hand corner of the cover page and all the other pages in the document.

More Templates

Magazine Cover Templates

Magazine Cover Templates

Binder Cover Templates

Binder Cover Templates

Graph Paper Templates

Graph Paper Templates

Reference Page Templates

Reference Page Templates

Homework Planners

Homework Planners

Attendance Sheet Templates

Attendance Sheet Templates

How to Write a Case Study: Bookmarkable Guide & Template

Braden Becker

Published: July 18, 2024

Earning the trust of prospective customers can be a major challenge. Before you can expect to earn their business, you’ll need to demonstrate your ability to deliver on the promises of your product or service. The best way to win new business is with cold, hard proof.

person at computer writing a case study

A great way to prove your worth is through a compelling case study. HubSpot’s 2024 State of Marketing report found that case studies are so captivating that they were the fifth most commonly used type of content that marketers relied on.

That statistic still holds true in Forbes Advisor’s 2024 study, which adds that 78% of B2B businesses report using case studies and customer stories because they are “ crucial for demonstrating real-world value. ”

Having written these ever more frequently over the past ten years, I hope to serve as your guide through a process that can feel daunting, but I promise is worth the effort. Below, I'll walk you through what a case study is, how to prepare for writing one, what to include in it, and how it can be an effective tactic.

Table of Contents

Case Study Definition

  • Why Write a Case Study?
  • How Long Should a Case Study Be?

Case Study Templates

How to write a case study, case study format, business case study examples.

cover page for case study

Free Case Study Templates

Showcase your company's success using these three free case study templates.

  • Data-Driven Case Study Template
  • Product-Specific Case Study Template
  • General Case Study Template

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A case study is coverage of a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.

In professional settings, it‘s common for a case study to tell the story of a successful business partnership between a vendor and a client.

Perhaps the success you’re highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.

When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers, helping you attract new clients.

Why write a case study?

I know, it sounds like a huge endeavor — is it really worth it?

The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples.

Here are a few reasons why you should write case studies.

1. Explain complex topics or concepts.

Case studies give you the space to break down complex concepts, ideas, and strategies, showing how they can be applied in a practical way.

You can use real-world examples, like an existing client, and use their story to create a compelling narrative that demonstrates how your product solved their issue. Most importantly, it explains how those strategies can be repeated to help other customers get similar, successful results.

2. Show expertise.

Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with.

3. Build trust and credibility.

In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework.

A robust case study instills confidence in the solutions you present because the reader has now vicariously experienced the problem — and they followed, step-by-step, what it took to solve it. These elements work together, enabling you to build trust with potential customers.

4. Create social proof.

Using existing clients that have seen success working with your brand builds social proof .

People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — put your success on display for potential customers to see.

All of these attributes play together like an orchestra to help you gain more clients. Afterward, the case study acts as a reference. You can pull quotes from customers that were featured in these studies to repurpose them in other marketing content.

How long should a case study be?

Now that you’re more acquainted with the benefits of producing a case study, let’s explore how long these documents should be.

The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words.

Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved.

This may be easier said than done, but it‘s important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader’s interest.

The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Make it attractive to dive into by using headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers.

I’ve also seen more and more brands incorporate video elements into case studies listed on their site for a more engaging experience, which is highly recommended given that video is currently the best performing marketing content format.

case study format, forbes table of best performing content marketing formats

In terms of the interview structure, I recommend categorizing the questions in a way that the answers flow into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.

Open with the customer's business.

The goal of this section is to generate a better understanding of the company's current challenges and goals, plus how they fit into the landscape of their industry. Sample questions might include:

  • How long have you been in business?
  • How many employees do you have?
  • What are some of the objectives of your department at this time?

Cite a problem or pain point.

To tell a compelling story, you need context that helps match the customer's needs with your solution. Sample questions might include:

  • What challenges and objectives led you to look for a solution?
  • What might have happened if you did not identify a solution?
  • Did you explore other solutions before this that did not work out? If so, what happened?

Discuss the decision process.

Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes.

Sample questions might include:

  • How did you hear about our product or service?
  • Who was involved in the selection process?
  • What was most important to you when evaluating your options?

Explain how a solution was implemented.

The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:

  • How long did it take to get up and running?
  • Did that meet your expectations?
  • Who was involved in the process?

Explain how the solution works.

The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:

  • Is there a particular aspect of the product or service that you rely on most?
  • Who is using the product or service?

End with the results.

In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:

  • How is the product or service helping you save time and increase productivity?
  • In what ways does that enhance your competitive advantage?
  • How much have you increased metrics X, Y, and Z?

It’s a smart idea to send a copy of your interview questions to your subject ahead of time so they can prepare strong answers and collect the numerical data you need from them.

10. Lay out your case study format.

When it comes time to take all of the information you‘ve collected and actually turn it into something useful, it’s easy to feel overwhelmed. I always do, but I also know that it works out in the end, so I just jump on in and work it through.

So where should you start? What should you include? What's the best way to structure it?

It‘s important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study.

They can be very visual, which you’ll see in some of the examples we've included below, and can sometimes be communicated through video or photos with a bit of accompanying text.

Here are the sections I’d suggest, and I'll cover these in more detail after #11 below:

  • Title. Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
  • Subtitle. Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
  • Executive Summary . A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
  • About the Subject. An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
  • Challenges and Objectives. A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
  • How Product/Service Helped. A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
  • Results. A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
  • Supporting Visuals or Quotes. Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
  • Future Plans. Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
  • Call-to-Action (CTA). Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.

When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible.

Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.

11. Publish and promote your case study.

Once you‘ve completed your case study, it’s time to publish and promote it.

Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.

But there are still other ways to publish and promote your case study. Here are a couple of ideas.

Lead Gen in a Blog Post

As stated earlier, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF.

To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client‘s success and asking readers to fill out a form with their name and email address if they’d like to read the rest in your PDF.

Then, promote this blog post on social media, through a Facebook post or a tweet.

Published as a Page on Your Website

As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.

Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people to it from your homepage with a “Case Studies” or “Testimonials” button along your homepage's top navigation bar.

The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.

case study format, crunch fitness title

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Showcase your company's success using these free case study templates.

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How to Create an Impressive Case Study One Pager [Including Templates]

How to Create an Impressive Case Study One Pager [Including Templates]

Written by: Idorenyin Uko

How to Create an Impressive Case Study One Pager [Including Templates]

Case studies are a powerful tool for increasing sales and driving revenue. They share real-life proof of how your company has helped clients solve their pain points.

With shrinking customer attention spans, a case study one pager is a great way to quickly communicate the value of your product or service. That’s because they distill the key points of the customer's story into a concise and compelling narrative.

The best part? Readers can quickly grasp the essence of the case study and take action without getting bogged down in unnecessary details.

Ready to create yours? In this article, we’ll show you how to create high-converting case studies that build trust and credibility and ultimately drive business results. We’ve also rounded up professionally-designed case study templates to get you started on the right foot.

Let’s get to it.

Table of Contents​​

What is a case study one pager, what is the purpose of a case study one pager, 10 case study one pager templates, how to create a case study one pager with visme, case study best practices, case study faqs.

  • A case study one pager is a brief document that details concise stories about a customer's experience with a product or service.
  • Writing a case study one-pager helps you attract leads, demonstrate credibility and expertise, drive customer retention and loyalty, support sales and marketing efforts and build social proof.
  • Visme has everything you need to create a winning case study one pager regardless of your industry or niche. Access professionally designed templates that are easily customizable with multiple sharing and download options.
  • Here are a few best practices for crafting a high-converting one pager: define the purpose, make it relatable to your target audience, prove the value of your brand, be specific and include real numbers and follow a consistent structure.

A case study one pager is a summarized document that shares the success existing clients have had with your product, service or solution. Not only are case studies one pager valuable sales collateral, but they also demonstrate:

  • The value of your product and service
  • The specific problem or pain point clients struggled with before discovering your product
  • How your business helped them solve their problem
  • The specific goals, results and outcomes they achieved

The beauty of case study one pagers is that they are concise and less overwhelming. They're single-page documents, typically one page long. Compared to multi-paged case studies, prospects who are short on time can quickly grasp the main takeaways and take action.

If you already have a multi-page case study , you can condense key points and highlights into this one pager. With Visme’s interactive tools , you can link to the full case study document or your company’s case study landing page.

There’s no doubt that case studies work. When it comes to proving the value and quality of your product, case studies are an invaluable asset. HubSpot's report indicates that 42% of marketers use case studies as a top media format in their content strategy.

A well-crafted case study one pager can serve several purposes:

Attract Leads

There is no better selling point to prospects than proof of real-world examples of challenges your company has helped solve. That’s why case study one-pagers can be a catalyst for lead generation .

Case studies are strong proof that your product or service works. This increases your prospect’s confidence in choosing your brand over your competitors.

During a case study presentation , you can leave your case study one pagers with prospects so they can refer back to it.

Additionally, case studies are great for nurturing and re-engaging leads. If your previous outreach was successful, you can share it as part of a drip campaign to pique their interest and encourage them to learn more about your solutions.

Demonstrates Credibility and Expertise

Writing any type of one-pager is a chance to show your expertise in your field, especially a one pager case study. It proves your company's ability to deliver results and solve real-world problems.

Also, case studies position your brand as a thought leader and build trust with prospects. They can easily make informed decisions about doing business with you.

Drive Customer Retention and Loyalty

Once your customer has made the first purchase, it’s easy to get carried away. Well, your job isn’t done. Customer success teams can share case studies to nurture leads and turn them into paying customers.

In addition, case studies can be a great way to showcase and engage satisfied customers. When existing customers read case studies, they gain deeper insight into your company's capabilities . It then validates why customers chose you and why they should continue to do so.

Also, when you highlight customers in your case studies, it builds a deeper connection and customers feel a sense of loyalty to your brand.

Support Sales and Marketing Efforts

Case studies are hard-hitting sales enablement content .

You can support your sales and marketing teams by providing them with compelling, data-driven case studies to share with prospects. This helps sales representatives build stronger relationships with potential customers, maximize conversions and close more deals.

Builds Social Proof

Case studies include customer testimonials. And research shows that 72% of people develop more trust for brands that have positive reviews and testimonials. Another study shows that testimonials boost revenue by 62% .

With case studies, you’re able to showcase the genuine satisfaction and appreciation of your clients. This element provides social proof and an extra layer of authenticity.

Case studies also have great referral value. Satisfied customers featured in case studies are more likely to recommend your business, as they feel proud to be associated with your brand and want to share their positive experiences with others.

RELATED: 15 Real-Life Case Study Examples & Best Practices

In this section, we’ve rounded up ten customizable case study templates to get you started, each covering a wide range of case study topics.

As you go through this section, don’t forget that one pager case studies can be combined with other marketing materials, such as whitepapers, webinars, or demos, to create a comprehensive marketing strategy.

1. Hospitality One-Pager Case Study

This modern and sleek case Study template is perfect for showcasing your company's success stories in a visually appealing way.

The template has a clean design and a minimalist layout structure. Key sections, including objectives, program overview, revenue impact, key metrics and findings are neatly arranged into two columns.

Notice how the ratings and total sales revenue breakdown are captured using engaging charts and graphs. With Visme’s data visualization tool, you get unlimited access to different types of charts, graphs, maps and widgets to easily capture results and financial data.

Hospitality One Pager Case Study

2. Fintech One-Pager Case Study

Whether you're looking to demonstrate the expertise and credibility of your fintech company, this template has everything you need.

The template features a striking deep navy blue background design. This dark theme sharply contrasts the white and yellow text and gray visuals, making them stand out and grab the viewer's attention.

The case study format is carefully crafted to guide the reader's eye through the page, with clear section headers and visually appealing icons and graphics. With Visme’s intuitive editor, you can change the color of the background, text or charts to match your branding.

Fintech One Pager Case Study

3. Online Learning One-Pager Case Study

Are you an educator, trainer and learning professional? This one pager case study template is not just great sales material; it’s perfect for showing social proof. It’s designed to help you communicate the effectiveness of your training methods.

The template can be adapted to any industry or project. It begins with a bold header followed by key sections—introduction, innovation, KPIs, key takeaways and more. The stunning image aligned at the top right draws attention, captivates readers and leaves a lasting impression.

Online Learning One Pager Case Study

Feel free to tap into Visme’s rich library of stock photos , icons, widgets and other design elements to make your document shine.

And if you can’t find your preferred graphics, Visme has your back. With the AI image generator , you whip up unique and professional quality photos, paintings, pencil drawings, 3D graphics, icons, abstract art and more.

4. Industrial One Pager Case Study

Make your success stories stand out with this engaging case study template. Featuring a unique layout, colorful text and eye-catching visuals, this template is sure to capture readers' attention and keep them engaged until the very end.

The logo and social media icons highlight your company’s branding. You can link these icons to your social media accounts using Visme’s interactive and animation tool .

But that’s just the tip of the iceberg regarding what you can do with the animation and interactive features. Users can create animated graphics or hotspots that reveal additional information when clicked or hovered over. This helps to keep your one pager from getting cluttered with information.

Heavy Equipments One Pager Case Study

5. Gadget Brand One Pager Case Study

If you sell physical or industrial products, this template is for you. With plenty of space for showcasing your study, solution and results, this template is the ideal tool to build trust and establish your reputation.

The template includes a variety of sections, such as key performance indicators, findings and outcomes, decision and more. Each section is designed to be easily customizable. You can easily swap them with your own text, images and graphics to make the template truly yours.

The design elements in this case study make it a head turner. The left bar has an incredible blend of a logo and title on a white and sky-blue background. The right bar houses most of the information and has a bold blue background.

The white and light blue fonts and purple icons complement each other with great visual contrast. To top it off, the stunning visuals and multimedia elements provide more context for your readers.

Gadget Brand One Pager Case Study

If you have multiple people on your team using this template, you can use Visme’s User permissions to control who can view it or what changes are made. Each Visme project allows you to control user permissions, which can be assigned by the creator or workspace admin.

You can assign various levels of access to your case study one pager, such as view-only, edit or comment directly on projects. Additionally, you have the option to make it password-protected, limiting access to those who truly need it.

6. Real Estate One Pager Case Study

With a strong emphasis on outcomes and achievements, this template is the perfect way to demonstrate the value of your real estate business and showcase your successes.

The template is split into six main blocks, each housing a different section. Each section has different background color themes with light-colored text for better visual contrast. With its user-friendly design and pre-built sections, this template saves you time and effort.

With the dynamic fields feature, you can easily customize this template for multiple clients. When designing it, add custom dynamic fields for sections like the title, client name, contact, etc. And then simply swap the text in the custom fields and your changes will reflect in a matter of seconds.

Real Estate One Pager Case Study

7. Ecommerce One Pager Case Study

Take your case studies to the next level with this e-commerce one pager case study template. Featuring engaging visuals like charts, widgets and icons, this template brings your success stories to life and engages readers in a whole new way.

The template includes sections for introducing the problem, outlining the solution and showcasing the results. With the customizable charts, you can add a professional touch and enhance your case study’s narrative.

Not sure what to write in your case study, or perhaps you need help proofreading your copy before you send it off to a client? Visme’s AI writer is a powerful assistant for crafting killer content. You can even use it to proofread your content.

Ecommerce One Pager Case Study

8. Nutritional One Pager Case Study

Whether you're preparing a case study for publication, presentation, or educational purposes, this captivating nutritional case study template can help you communicate your findings effectively and engage your audience.

The template includes a range of colorful, eye-catching graphics, illustrations and visualizations that help break up the text and highlight key findings.

In addition to its visual appeal, this template is also highly customizable. Our user-friendly interface allows you to easily modify the layout, colors and fonts to suit your needs and branding preferences. You can even collaborate with colleagues and co-authors in real time. Team members can tag each other, leave feedback, resolve comments and more.

Nutritional Product One Pager Case Study

9. Training Workshop One Pager Case Study

If you're looking to highlight your training agency's capabilities and achievements, this template is an excellent starting point. Having amassed impressive results, you can even share them with new trainees to showcase the outcomes you expect.

With its flexible design and customizable elements, this template helps you tailor your message to any audience and make a lasting impression.

The template features two backgrounds—one with white and the other with different shades of red. With data visualization, you’re able to easily convey the results and help readers understand key insights.

Keep your branding consistent across multiple projects with Visme’s brand wizard . Simply input your URL and the tool will pull up your logo, colors and fonts from your website. You can easily add branding to your project with a single click.

Training Workshop One Pager Case Study

10. Service Workshop One Pager Case Study

The modern and sleek design of the template is ideal for companies that want to showcase their innovative and forward-thinking approach.

CV Service One Pager Case Study

The template includes a variety of fonts, colors and graphics that can be easily customized to match your brand identity. Easily find anything you need in Visme’s editor using the shortcut feature. Once you tap the forward-slash (/) on your keyboard, you’ll find a search bar where you can type the feature you’re looking for.

Additionally, the template is fully responsive, meaning that it can be easily viewed on a variety of devices, including laptops, tablets and smartphones. You can easily share your case study with others, regardless of how they prefer to access information.

Now that you know how case studies work and ten editable templates for creating a one-page case study, let’s cover how you can create and customize one using Visme.

Keep in mind that you can follow these steps when creating a company one pager or startup one pager .

Here’s what one of our customers has to say about Visme’s design software

“Visme saves time and is a whole lot more affordable than most other content development programs out there now. It makes it easy to develop professional, polished content.”

- Kendra Bradley, Graphic Content Developer at WOW! Read the full case study.

In this section, we’ll walk you through the process of creating a case study one pager in Visme.

Step 1: Register or Log in to your Visme Account

Sign up for a new Visme account or log into your account (if you’re an existing user). Fill in your login details in the form and you’ll be redirected to the dashboard. Either way, you can start exploring all the amazing features and tools that Visme has to offer!

cover page for case study

Step 2: Leverage Editable Templates or Start from Scratch

The next step is to create your single-page case study. You have the option of starting from scratch or using premade templates. In the Visme dashboard, click Create New>Project. Browse through the collection of templates until you find one that best fits your needs.

Step 3: Write the Content

After choosing a template, the next step is to create the content. All you have to do is replace the template's content with yours. Visme's user-friendly editor allows you to effortlessly add, edit or delete content or move design elements around the canvas.

You have complete control over your text, including the ability to modify, add, remove and adjust the font size, style and color. The editor also offers options to change the text alignment and arrangement and animate your text.

Not sure what to write in your case study, or maybe you need help proofreading your copy before you send it off to a client? Visme has got you covered with its AI writing assistant .

Enter your prompt and the tool will generate a high-quality copy within minutes. You can even ask the tool to improve your grammar or help develop your ideas.

Step 4: Customize Your Case Study One-Pager

Want to make your proposal visually stunning? Visme's customization options can help you achieve just that!

Maintain consistent branding across your case study with Visme's Brand Design Tool . Simply enter your website URL and the tool will pull up your logo, colors, fonts and other design elements. With your branding assets saved in your brand kit, you can easily apply your branding to your document with just one click.

Use interactive elements , such as pop-ups, hover effects, clickable menus, hotspots and the flipbook effect to captivate your readers and keep them engaged throughout your proposal. You can also embed videos and incorporate animated icons, illustrations and special effects to make your proposal even more compelling.

Easily communicate findings and outcomes with Visme’s data visualization software . The tool has a rich variety of charts, graphs, maps and widgets to get you on the right track.

Step 5: Download and Share Your Case Study One Pager

After you have designed your project, you can easily share it with your audience via an online link. This feature allows you to keep all the interactive elements in your design as well as make real-time edits or changes with ease.

cover page for case study

You can also download your case study as a high-resolution file in JPEG, PNG, PDF or HTML5 format, which can be shared offline.

cover page for case study

That’s not all. Visme supports social sharing via its social media scheduling tool. This means you can schedule and share your case study directly on Instagram, Facebook, LinkedIn, Instagram, Slack and more.

With Visme’s analytics tool , you can easily monitor the performance of your design. The tool lets you track the number of views, engagement and other actions your audience takes.

Ready to squeeze the most value out of your next case study? Here are some best practices for creating effective case studies:

Structure Your Case Study to Focus on the Customer

The customer should be at the center of the case study.

When writing your case study, it makes sense to understand who your ideal customer is. Consider what they want to know and what will resonate with them.

If your clients are in the tech industry, share a case study about that niche. Tailoring the case study to their needs and interests will grab their attention and drive action.

Set the scene for the case study by providing relevant background information, such as the company, industry and challenges faced. Also, highlight the goals and achievements they had before you stepped in. This will help readers understand the severity of the problem and why the case study matters.

Prove the Value of Your Product, Service or Solution

When writing a case study make it persuasive and show clear results. Explain how your product or service helped customers achieve their objectives and improve their business outcomes. Think of it as showing a “before” and “after”!

However, make sure to focus on outcomes that matter most to the customer. This could include cost savings, revenue growth, or improved customer satisfaction.

Include quotes and testimonials from customers, stakeholders, or experts. This can add credibility and depth to the case study. They can also provide insight into the customer's perspective and experience.

Storytelling never goes out of fashion. Tell a story that engages the reader and makes them want to keep reading. Start with a captivating title and introduction to draw in the reader. Lace the middle with persuasive words, vivid visuals, data visualizations and detailed examples to bring the case study to life.

End with an action-oriented conclusion. Let your prospects know what to do next and how to do it.

Be Specific and Include Real Numbers

Avoid generalizations and vague statements. Instead, use specific details and metrics to demonstrate the impact of your product or service.

For example, instead of saying, "Our software increased efficiency," say, "Our software reduced processing time by 50%."

Include visual elements such as charts, images and infographics to break up the text and make it more engaging. They are also useful for illustrating key concepts, showcasing products or services and highlighting benefits and outcomes.

Follow a Consistent Structure

Use a case study outline that makes your case study scannable and easy to read. For example, you can follow this simple structure.

  • Introducing the customer
  • Describing the challenge
  • Explaining the solution
  • Summarizing the benefits and outcomes.
  • Highlighting the customer testimonials and quotes

This structure will make it easier for readers to follow along and understand the key points.

Finally, edit and proofread the case study to ensure it's error-free and flows smoothly. Ask others for feedback to ensure it meets your audience's needs.

Got some questions about case studies? Find the answers to some of the frequently asked questions here:

Q. How to Write a Case Study

Here's a step-by-step guide on how to write a case study:

  • Choose a subject. Select a customer who has achieved significant results using your product or service.
  • Define the objective. Is it to demonstrate your product's effectiveness, showcase a successful implementation, or highlight the benefits of your service? Knowing the objective will help you craft a focused case study.
  • Collect relevant data and information about the customer's situation, including their goals, challenges and achievements. This may involve conducting interviews with the customer, gathering data from surveys or analytics tools and reviewing any relevant documentation.
  • Create a case study outline. Develop a framework for the case study that includes an introduction, a description of the customer's situation, a discussion of the solution and an analysis of the results.
  • Consider using a storytelling technique , such as the hero's journey, to make the case study more engaging.
  • Write the first draft. Start writing the case study using the framework. Focus on telling a clear and concise story that highlights the customer's journey and the impact of your product or service. Use quotes and anecdotes from the customer to add depth and authenticity.
  • Get feedback. Share the draft with the customer and ask for their feedback. Use their input to further refine the case study and ensure it accurately reflects their experience.
  • Finalize the case study. Once you have incorporated the customer's feedback, finalize the case study by proofreading it carefully and formatting it appropriately. To enhance the story, consider adding visual elements, such as charts, photos, screenshots, or infographics.
  • Publish and promote. Once the case study is complete, publish it on your website, social media channels and other relevant platforms. Promote it through email marketing, paid advertising and other channels to reach your target audience.

Q. How to Format a Case Study

There are various formats for presenting a case study, such as one-pagers and multi-paged documents, videos, infographics and more.

Typically, the case study structure and format are straightforward. A case study usually describes a problem faced by the customer, along with how the product or service provided a solution, the outcomes and an analysis of the data. The study may also highlight any limitations or challenges that were encountered and conclude with key takeaways.

Q. Can a Case Study Be One Page?

Yes, a case study can be on one page. Case study one pagers are commonly used by sales and marketing departments that want to attract or warm up potential leads in their pipeline who are short on time or need to be quickly engaged.

Q. What Are the Most Important Areas of a Case Study?

The text below outlines the key elements that should be included when studying a product or service:

  • Identify the pain point, problem, or challenge faced by the customer or client.
  • Describe the solution the product or service provides to address the identified issue.
  • Show the results and data obtained from implementing the solution or approach. Highlight any limitations or challenges encountered during the process.
  • Conclude with key takeaways that summarize the overall impact of the solution or approach.

Additionally, you can include a well-crafted title and introduction that grabs the reader’s attention and sets the tone for the rest of the case study.

Create & Share Stunning Case Studies with Visme

There you have it. Case studies are valuable assets for driving sales and conversions.

In this article, we’ve shared stunning templates and best practices for creating a winning case study one-pager. We also discussed the advantages of a case study.

Now it’s time to get to work. Visme has everything you need to create stunning case study one-pagers. With our intuitive and user-friendly interface, editable template and cutting-edge features, you can easily create different types of marketing, sales and product one-pagers. Access interactive features, visuals, charts and other design elements to drive engagement over the top.

Ready to take Visme for a test drive? Sign up to discover how Visme can help you drive maximum results for your business.

Create stunning case study one pagers with Visme

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  • Organize Information Effectively: Arrange the information in a logical and visually appealing manner. Use headings, subheadings, and bullet points to break down content and make it easier to read. Highlight key details such as the assignment title, your name, course information, and submission date.
  • Maintain Simplicity: While it’s important to make it visually appealing, avoid cluttering it with excessive elements. Keep the design clean and uncluttered, allowing the key information to stand out. Remember, simplicity often has a greater impact than complexity.
  • Preview and Proofread: Before finalizing, preview it to ensure that all elements are properly aligned and visually balanced. Proofread the content to eliminate any spelling or grammatical errors. A polished and error-free cover demonstrates your attention to detail and professionalism.

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  • Medical Case Study Cover Pages

Posted By: admin 08/03/2024

The medical field is an important one, and professionals working here need to follow procedures carefully. A medical case study is a necessary part of this industry, and it includes an intensive study concerning a person, group of people, or some unit that aims to generalize over several units.

Case reports often describe some unusual or novel occurrence and, therefore, are a part of medical progress. Therefore, these can provide new ideas in medicine. This is why these are considered important in the medical industry. If you are carrying out a medical case study, it is important to make a medical case study cover page properly.

What is a medical case study cover page?

This is often the first page of a medical case study that introduces the particular medical case study to readers. It includes important details about the study, letting people know briefly what it is concerned with.

What does a medical case study cover page do?

The cover page will include basic details about the medical case study and also about the person carrying it out. The details that are included in it help people know what they can expect in the overall medical case study. Therefore, it lets people know if the case study is concerned with their field.

Medical case study cover page

Cover Page File 2MB

Medical case study cover page

How to create a medical case study cover page?

To make a medical case study cover page, you need to design it so that it looks formal and interesting. The following points can be kept in mind when making the cover page:

Structure of cover page:

When people look at the cover page they should know it is concerned with scientific and thorough research. It should be able to give people a good impression of what they can expect in the overall medical case study. You should include the details in a readable and professional font such as Times New Roman. The font size and color need to be perfect so that no confusion is present when people are reading it.

Details to include:

The cover page should include a headline letting people know what they can expect from the overall medical case study. You can state that it is a medical case study and what the case study is concerned with. The heading must be precise and clear. You may include who the case study has been prepared by and who it is prepared for. The date that it has been published must be given also.

Be professional:

It would help if you designed the case study professionally so that it does not look childish. Do not add too many colors and pictures on it and only add the necessary details. You can include an image related to the medical field and the case study that you are considering. You can include a brief description of the medical case study so that people can know what it is about and if it is connected to what they are concerned with. You can include the contact details of the concerned individual or individuals.

Importance of a medical case study cover page

The cover page of a medical case study is an important part of the overall medical case study because it is usually the first impression you will be providing people of the case study. With the cover page, you must be able to let people want to read the medical case study. Therefore the cover page should look interesting and be readable.

If it can give a good first impression, people will want to continue reading it and finding out all about it. The reader will know who has prepared it and who it has been prepared for, this will give them a general impression of what they can expect.

The medical field is a progressing one with much competition and research. It is important to concentrate on being professional here so that people can consider the research you have done. A cover page for a medical case study can give people a certain impression of what type of medical case study has been presented. If you want your medical case study to be taken seriously, you need to make its cover page carefully.

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15 Best Case Study Templates to Use in Word and ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

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Case studies are valuable tools for sharing customer success stories and analyzing problem-solving approaches in a structured and informative manner. They can be used to provide detailed insights into specific projects, strategies, or challenges and offer valuable lessons and best practices for professionals across various fields. 

Content marketing teams often create case studies as a way to gain more customers and get new business. Case studies can give potential customers a better understanding of your company brand , what it does and how you could potentially help them. 

However, creating a compelling case study from scratch can be a time-consuming task. That’s where marketing case study examples and templates can help. 

What is a Case Study Template?

What makes a good case study template, 1. clickup case study template, 2. clickup case study design template, 3. clickup research report template, 4. clickup market research template, 5. clickup user research plan template, 6. clickup data analysis findings template, 7. clickup campaign report template, 8. clickup research whiteboard, 9. google docs case study template by wordstream, 10. word case study report template by template.net, 11. word case brief summary template by template.net, 12. word case study report template by template.net, 13. word case study research template by template.net, 14. word psychology case study template by template.net, 15. word media case study template by template.net.

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A case study template is a pre-designed framework that serves as a starting point for creating comprehensive and structured case study documents. It provides a standardized, traditional case study format for organizing and presenting information about a particular project, problem-solving scenario, success story, or real-life situation.

Case study templates typically include sections for outlining the background and context of the case study, project documentation , describing the methodology or approach used, presenting data and analysis, and highlighting key findings and recommendations that tell the entire story. 

Business case study examples like templates can work as a guide to help content marketers, blog post writers, and anyone else creating quality content that’s customer-facing, focus on important aspects and maintain a logical flow while telling a compelling story.

Some key elements that make a case study template stand out include:

  • Clarity and organization: A well-designed template should be easy to navigate. Each section should be labeled appropriately, enabling readers to quickly find the information they seek
  • Flexibility: A good case study template should be easily customizable and able to accommodate diverse scenarios. It should be adaptable to different industries, research methodologies, and presentation styles
  • Visual appeal: Incorporating visual elements like charts, graphs, and other images can enhance a case study template’s look and make it more visually appealing. They can also aid in the comprehension of complex data. A visually engaging template can captivate readers and make the case study more impactful

15 Case Study Templates to Use in 2024

You don’t have to start from scratch when making your next case study. Instead, take a look at these carefully curated case study templates from ClickUp and Microsoft Word.

ClickUp Case Study Template

ClickUp’s Case Study Template can provide a great start for just about any type of case study you and your team want to write. It kicks off with a section for introducing both your business and the client or customer that the case study focuses on. 

After introducing both yourself and the customer, you briefly highlight the customer’s experience and the successes you achieved before delivering a more detailed description of the work you performed and the measurable results you achieved. 

The next section focuses on the objective of the case study—what the client’s goal and pain point was and why they decided you were the right company to help them achieve these goals. 

The case study template then launches into a section describing the solutions you presented and the data that backs up your success. We created this marketing case study template for a marketing agency that helps customers achieve growth through paid media campaigns, but it can easily be edited to highlight any type of solution.

ClickUp Case Study Design Template

One of the best ways of telling a customer story using a case study is by allowing the customer to do most of the work themselves. When a case study is written by current or even previous customers, it feels more sincere and honest, especially to potential customers in the evaluation process. 

If you want to try this technique out, use this ClickUp Study Design Template . You can send your customer this great case study template and allow them to fill it out themselves and basically write a case study for you. This gives you unfiltered and unbiased answers to the questions you want answered in the case study. 

The case study template helps them understand what you want the case study to look like and how the customer’s story should be described. It also helps you get great customer quotes. 

A template makes it easier for your customer to frame their experiences with you and easily explain how your product or service helped them. Hearing a peer’s success story from a firsthand perspective can be a more convincing read for prospective customers. 

Manage customers with customer database software !

ClickUp Research Report Template

Case studies are essentially customer stories, which can be told in many ways and come in many formats. A research report is another excellent way to frame a case study. 

This ClickUp Research Report Template is a step-by-step guide that can help your team create an easy-to-follow research report that allows you to clearly detail your research methods, findings, and the insights that you’ve gained from the research being presented. 

This template has a very clear structure, allowing you to simply add the following: an executive summary (brief description), introduction, the methodology used, your results, references, and any necessary appendices if supplementary material needs to be referenced in your research report. 

If you need more templates like this, check out this list of research plan templates .

ClickUp Market Research Template

Companies perform market research in order to define what their customers want and need from them. This type of research also helps you to improve product and service offers and learn more about what your competitors are doing and where the success of other businesses stems from. 

ClickUp’s Market Research Template gives you a simple-to-follow document that helps you gather and present information related to your target audience, the state of your product/service, and the state of your industry at large. 

When you perform marketing research, you are aiming to confirm your hunches about customer needs through scientific research and tangible data. 

Marketing case study examples like this are perfect because they’re very simplified and easily customizable. It offers you a section for presenting your company and why you are performing marketing research first.

The template then guides you in describing the type of research you’re doing, how you went about performing market research, data collection techniques, and what insights were garnered—whether it was from existing or potential customers.

Check out these research management tools !

Download This Template

Another type of customer-centric report that you can put together is a user research report. ClickUp’s User Research Plan Template makes it easy for you to define all of the goals and details that you want included in your user research.

The template is particularly useful for user experience (UX) teams that want to perform user persona research in order to better understand what users need and how they behave when using their product, in order to deliver a better experience to them and to new clients. 

The template starts with a “ problem statement ” where you can define the problem that the user research report is aiming to solve. Next, you’ll list the goals that you want to achieve and then clearly define the research process.

This type of marketing case study template and report can show you what a satisfied customer looks like and give you insights that help to attract and retain future customers.

Check out these user persona templates !

ClickUp Data Analysis Findings Template

Another important study that your business can perform in order to make smarter decisions is data analysis. ClickUp’s Data Analysis Findings template makes it easy for your team to perform data analysis and present it clearly to key stakeholders. 

This template also starts by setting the stage for the study and explaining it, first with a problem statement and then by explaining the significance of the study. 

Next, the template recommends that you define the scope and limitations of the study to set expectations for its potential impact. The next step is to frame your analysis methods and provide the data sources that you used in the analysis, as well as the statistical methods used.

Finally, you can present your findings in a clear and concise way. The template also includes charts and other data visualization tools you can use to make the study more engaging.

ClickUp Campaign Report Template

This ClickUp Campaign Report template is pre-built to make it incredibly easy to present the results of any ad campaign to stakeholders very easily. 

It starts with a section describing your strategy in detail, including the total costs, and the total revenue, conversions, and clicks that you expect to achieve with the campaign. 

The marketing case study template then provides charts and graphs that you can use to detail the performance of your campaigns on every single channel that you use. Case study templates like this are great for detailing information on potential customers to know how to better run your campaigns in the future.

ClickUp Research Whiteboard

Make your next user research project a collaborative, visual experience. Give everyone on your team a chance to add their thoughts and findings with virtual sticky notes using the ClickUp Research Whiteboard Template .

This is one of the more flexible case study templates in this list. Its user research tool makes it easy to take all the random bits of information your team gathers through interviews, surveys, user sessions, and other methods of feedback into one location.

Then, you can quickly organize all of that data into clear categories that make this case study template easy to see at a glance what direction you need to take your project to satisfy your customers.

Case Study Template by WordStream

If you’re writing many case studies, it’s a good idea to try out a bunch of templates over time for added inspiration. Even if you’ve found one structure works great for your case studies, changing your structure up every now and then can give you a fresh perspective on how to present a featured client. 

Another good case study you can check out is Wordstream’s Case Study Template. It has an excellent structure and provides pre-built visual cues that give you some ideas for breaking up business case study examples and making them more appealing with pictures and charts. 

Use this template to showcase particular customers’ results and share customer pain points and how they were solved. This will help you provide clear evidence to potential customers that you will be able to help them as well.

Case Study Template from Template.net

Template.net is one of the biggest websites if you’re looking for business templates. It’s especially popular for businesses that prefer creating documents in Microsoft Word and Excel.

This Case Study Template from Template.net is sparse, but it gets right to the point and is very well-structured and easy to follow.

cover page for case study

This Microsoft Word case study template is a great way to get right down to business! It features a clean and organized layout with clear headings and subheadings, making it easy for readers to navigate. This template also includes space for a brief summary of the case study, perfect for giving readers an overview before diving into the details.

cover page for case study

This Microsoft Word case study template is a great option for creating an in-depth report on your findings. The template includes sections for an executive summary, introduction, methodology, results, references, and appendices. It also features a clear structure to make it easy to gather and present information in a cohesive manner. The template also includes sections for an introduction, methodology, findings, and recommendations, ensuring that all the essential elements of a case study are covered.

cover page for case study

This Word case study template features a professional and organized design with clearly labeled sections for the introduction, methodology, findings, and conclusion. It also includes space for charts and graphs to visually represent data.

cover page for case study

Psychology case studies can be complex and detailed, making it important to have a well-organized template to present the information. The Psychology Case Study Template is perfect for this task, with clear headings and subheadings that guide readers through each section of the study. It also includes sections for summarizing key points and providing recommendations based on the findings.

cover page for case study

This media case study template from Template.net is perfect for showcasing the success of a marketing or advertising campaign! It includes space for key metrics, such as reach and engagement, and also has sections for outlining the challenges faced and solutions implemented. With its clean design and easy-to-follow layout, this template is ideal for presenting media case studies to clients or stakeholders.

It’s Easy to Make a Case for Using ClickUp Case Study Templates

People trust other people. That’s why personal recommendations are one of the most effective marketing tactics. A case study provides your company with just that—a personal recommendation from a client you’ve helping, telling others that you can do the same for them. 

In the selection process of choosing a product or service to go with, companies will always look at the experiences of other organizations similar to them. Marketing case studies are sincere yet persuasive and clearly show how you help others and can be a very effective differentiator.

ClickUp was designed to serve teams in any industry and of any size. So it makes sense the case study templates we offer are just as diverse and customizable.

Best of all, they are completely free to use!  Sign up for free to ClickUp to get immediate access to a massive amount of templates, free cloud storage, and of course, industry-leading project and team management features.

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19 Case Study Templates (MS Word) + How to Write Tutorial

Download this Case Study Template Pack with  19 pre-formatted templates in MS Word format , which can be easily modified to meet your next project.

You also get a free 21 page tutorial on How to Write a Case Study and an Information Gathering Form for gathering data when writing your case study.

19 Case Study Templates for only $19.99

19 MS Word Case Study Templates

Artistic Case Study (Chinese Dream of the Red Chamber)

Case Study Template – Sample Pages

The following screenshots show the inside pages in the MS Word template.

Note that each MS Word document includes a cover page with image, a page with trademark, disclaimers and other legal text, then the table of contents, followed by the actual case study chapters. Each of these includes guidelines to help you and your team write the material, which of course, is also included in the 21-page tutorial.

2 Column Case Study Templates

If you want to write shorter case studies, the following templates should be helpful.  These follow the classic 2-column layout and are four pages each.

Case Study: Free Downloads

You also get the following documents in your Case Study Template Pack.

How to Write a Great Case Study

If you’ve been commissioned to write a case study, or are interested in starting a lucrative career as a marketing writer, this 21 page tutorial should give you a solid understanding of the fundamentals involved. The tutorial explains:

  • What is a Case Study
  • Why write a Case Study
  • Length, Format and Presentation
  • How to Structure your Case Study
  • Areas to Highlight

How to Write a Case Study

Case Study Information Gathering Form

Use this form to gather information for your case study, such as your client’s background, partners involved in the project, and technical aspects of the technologies deployed in the solution. Once you have this information at your disposal, you are in a much stronger position to begin your case study.

Case Study Checklist

Use this checklist to ensure that you covered, or have at least considered, the following areas that may be related to your case study. Please note that not every case study will require all of these sections; however you can consult this checklist both before and after preparing your draft to double-check that you have addressed all relevant areas.

Case Study Template Pack

The templates are in Microsoft Word and can be downloaded online for only $19.99 . The template pack includes the following documents:

Case Study Templates 19 x MS Word
Case Study Checklist 1 x MS Word
How to Write a Case Study 1 x MS Word
Case Study Information Gathering Form 1 x MS Word

All Case Study Templates for only $19.99

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File Format : The templates are in  Microsoft Word   (.docx) and  Excel  format (.xlsx).

File Size:  The Download file is 10 MBs.

Opening the Files:  You don’t need any special software to unzip the files. To unzip the files, right click on it, then select  Extract , and save it to your computer.

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Marketing tips

16 case study examples (+ 3 templates to make your own)

Hero image with an icon representing a case study

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

1. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll

On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.

People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable

Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

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Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma

My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

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Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds

Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

5. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI

Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature

In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

6. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub

Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background

GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful

Screenshot of the Audible and Contentful case study showing images of titles on Audible

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

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Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"

Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp

Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

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Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

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Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY

I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

12. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio

Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points

Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

13. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce

Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"

Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

14. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable

Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency

Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

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Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant

The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

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Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft

I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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Blog Graphic Design 20 Professional Report Cover Page Examples & Templates

20 Professional Report Cover Page Examples & Templates

Written by: Michelle Martin Aug 11, 2023

cover page for case study

The combination of reports and business resembles the harmonious pairing of peanut butter and jelly, yet the process of crafting reports is often more intricate than assembling the yummy sandwich.

Fret not! Behold these 20 report cover page templates, seamlessly blending professionalism with style. These templates are guaranteed to bestow a flawless final flourish upon your most recent statistical masterpiece.

The cherry on top? Every single one of them is both cost-free and effortlessly adaptable, allowing you to personalize them to your liking in under a minute.

Looking for even more convenience? The Venngage report maker , along with an array of versatile report templates , stands ready to provide you with exceptional assistance in your endeavor.

Click to jump ahead:

What’s the purpose of a report cover page?

20 free report cover page templates, how to make a report cover page, report cover page faqs.

You didn’t spend umpteen hours researching, writing, editing, proofing and perfecting your  business report  just for nobody to read it, right? Your report cover page, also known as your title page, matters because it’s the first thing people see. Your report cover page is a first impression.

From it, people make snap judgments like:

  • What is this about?
  • Do I need to read this?
  • Is this going to be worth my time?

Several things subconsciously make up those judgments, including:

  • Your title, and how intriguing it is (or isn’t).
  • The cover page’s design.

Because it’s your first page, seeing a polished and professional report cover page / title page subconsciously makes people assume your report is equally as high quality, too. And that makes them more likely to actually read it and have a positive opinion of it afterwards.

All ready to impress? Let’s take a look at 20 report cover page templates that’ll help you nail those first impressions and  create an amazing report !

Classic report cover page templates

Work for a large company or presenting to a conservative audience? Play it safe with this classic professional report cover page template.

Non Profit Annual Report

For most reports, a simple cover page is all you need. Swap out the tea mug for your own logo, or another illustration that better fits your company from our collection of  over 20,000 icons .

Web Analytics Report

This report cover page template also features a large photo, but with a more refined design that’s perfect for corporations,  consulting firms  and institutions.

cover page for case study

An academic vibe emanates from this report cover page template, so it’s perfect for technical reports or institutions.

Simple Healthcare Annual Report

I love that this report cover features key insights on the cover to hook your potential reader right away. This would be perfect for a  white paper  or study, or even to highlight the best data from your sales or  annual report .

Blue Tech McKinsey Consulting Report Template

This template also features a large cover photo, but keeps the rest of the  report design  minimal with only a title and company name. Because of the huge photo space, it’s perfect for showing off physical projects, like real estate developments.

Project Status Report Template

This report cover page template is ideal for any type of report, although it’s particularly suited to making your  financial reports  shine.

Payroll Report Template

Bold report cover page templates

The bright color and chunky border set this report cover page template / title page apart from the rest. Go big and get your report noticed.

Corporate Annual Report Template

Show off your work or team with this professional, but splashy, report cover template.

Transportation Agency Annual Report Template

Perfect for promoting your brand colors, this bold template is sure to get your reader’s attention.

Simple Annual Report Template

This colorful cover page template packs a punch while being super quick to customize. Change the text to your report title and you’re done. You could leave the colored bars as is, or change them to match your brand colors.

Retro Year End Annual Report Template

An eye-catching report cover with the most minimal approach possible: Only a title. Unlike the others featured here, this one doesn’t include a company name, date, or any other text fields. You can stay with the minimal approach, or add more text fields easily in the  Venngage editor .

Annual Finance Report

This report cover template brings boldness not only with bright colors and shapes, but also being in landscape format. Ooh, rebellious.

Color Block Sales Call Report Template

Simple yet elegant, this report cover puts your products or  project  front and center with a modern flair sure to get attention.

Teal Competitor Analysis Consulting Report Template

Creative report cover page templates

Punch it up a notch with this colorful cover page. It’s perfect for  marketing presentations  or any report geared toward design-minded folks.

cover page for case study

This fun cover page template reminds me of an old-school composition notebook. Changing the colors to black and white would emphasize that effect — sure to be a hit with the elder Millennials on your team. 😉

Vibrant Business Marketing Quarterly Report Template

While it may not be suitable for a boardroom of C-suite executives, this report cover’s illustrative style will certainly turn heads. Reimagine this scene with entirely new elements from our library of  over 40,000 icons and illustrations , or simply replace a few individual items to better suit  your HR reporting  needs.

Illustrative Company Employee Handbook Template

If the above template is too casual for your audience, try this title page. It has a more classic layout while still utilizing creative illustration elements.

Annual Report Cover Template

Customizing this illustrated report cover is quick and easy: Replace the icons inside the silhouette with graphics or text that represents your industry or the subject matter of your report.

cover page for case study

Featuring a modern, minimal border and cute, yet still professional, illustrations, this report cover page template is perfect for study results and insightful reports.

Statistical Report Template

  • Choose a template

Pick any of the report cover page templates featured in this article, or browse our  full collection of report templates . I’ve shown you the cover pages here, but every template also comes with a full set of inner pages to make your entire report shine.

I’m using  this report cover template  for this example.

Click  Create  on the template you want to use.

Step 1: Choose a template

  • Add your branding

Clicking  Create  on a template opens the editor tool where you can easily swap out colors, fonts, images, edit text and more.

To swap a color, click on the element you want to change, then click the  color icon  in the top bar and choose a new one. You can use the eyedropper to pick another color from your template, or enter a HEX or RGB color code. You can also adjust the opacity.

Need some inspiration? Check out these top  color palette generators .

Step 2: Add your branding - change your color

To edit text, click on the text box you want to change. Double-clicking automatically selects the text. Start typing to overwrite it, or select just the section you want to change.

With the text box selected, change the font, color, size or other styles using the formatting bar at the top.

You can also upload your own font file to ensure your report cover perfectly matches the rest of your report, and brand.

Step 2: Add your branding - change or upload your own font

  • Swap out images

To edit an image, click on it and choose  Replace .

Step 3: Swap out images

You can upload your own image, or search and choose from over 3 million  royalty-free stock images  from Pexels and Pixabay, conveniently accessible right inside the editor.

You may run into what I have with this report cover page template: I changed the photo, but it’s still got the blue overlay on it. Not to worry, here’s how to change that.

Open the left side menu and click  Background . You can choose a new background color based on other colors used in your document — an easy way to keep designs on-brand — or, specify your own color. You can even add a gradient background with one click, or add a pattern on top of your background color.

The possibilities are endless for customizing your visual elements.

Once you change the background color, your photo may be too dark or too light to show up properly. To adjust this, click on the photo, then  Opacity  at the top. Play around with it until it looks just right.

Step 3: Swap out images - change opacity

  • Optional: Create the rest of your report

Click on any page to edit it and add in your report content. Click the  plus icon  to add a new blank page, or the  double-rectangle icon  to duplicate an existing page.

Step 4: Create the rest of your report [Optional]

No time for that level of detail, or already have a completed report and only need a cover? No problem — just  export the first page  as your new cover and attach it to your existing PDF with  Adobe Acrobat ,  Preview  for Mac, or with an online tool like  MergePDF .

  • Wow your boss/team/mom

Whoever’s gonna be reading your report will be heckin’ impressed by your top notch style, friend. Nicely done.

What should be on a report cover page?

There is only one “must-have” thing on your report cover: your report title.

But, most people also include:

  • Your company name
  • Company website URL
  • Contact information, like email or phone number (usually only if giving a presentation)
  • An identifier of what type of report it is (e.g. “ Annual Report ,” “Q4 Earnings Report,” “ Progress Update ,” etc)

Ultimately, what you include is up to you and the requirements of your report. You can easily add new text fields or images — or edit existing ones — to any of our  report cover page templates  to suit your needs.

Does my report cover page need to match the rest of my report?

Well… it’d be nice if it did. But no, it’s not required.

For example, your report may be in a spreadsheet format, or listing out balance sheets and financial statements. Most of these types of reports are automatically generated from software. Trying to brand them by copy and pasting that content into a nice looking template probably isn’t worth your time.

Plus, the people reviewing those reports are likely expecting the familiar format they’re used to and may be put off by a big change.

But your report cover page and actual report don’t need to be identical to “match.”

As long as the font in your report isn’t size 36 Comic Sans, attaching a nicely designed cover page will make any report appear more professional and put together. (If your report  is  in Comic Sans, sorry, nothing can redeem it.)

Make a report cover page in 60 seconds or less

A professional, well-designed report cover page communicates the value of your report right away. It immediately gives your reader the impression of importance and competence, which is probably what you want your boss to think about you.

Plus, a great title page makes it much more likely your report will actually be read.

To recap, here’s how to make your own report cover page in less than 60 seconds:

  • Step 1:  Sign up for a free  Venngage account .
  • Step 2:  Choose a report cover page template.
  • Step 3:  Add your branding, colors, fonts, and edit the text.
  • Step 4 (Optional):  Create the rest of your report with matching report page templates.
  • Step 5:  Save, share, print or export your cover and attach it to your existing report.

It’s really that quick to make a professional report cover page using a Venngage report cover page template. Gather your brand elements and report title and go forth and rock that report!

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Case study templates

Present your project in pre-built editable templates to get you started.

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UX Case study template

UX Case Study Template made to help UX Designers create and organize their case study without any struggle.

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Case study presentation template

Case study presentation to frame key insights and outcomes.

99 free illustrations

Long form research case study template with customizable styles.

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Design presentation deck

Modern design deck template with multiple sections.

Visual portfolio template

Visual portfolio template

Modern visual portfolio template with 12 column grid and light and dark themes.

Behance Presentation Template

Behance Presentation Template

Case study template with multiple components, visual styles and frame sizes.

Case study template

Case study template

Case study template with pastel style coloring.

Holistic Case Study Template

Holistic Case Study Template

Case study presentation template complete with project overview, wireframes and key journey insights.

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Portfolio UI - Web & Mobile

A portfolio UI for designers and developers which has 4 unique pages includes blog, case study.

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Apple device mockups

Complete Apple device mockup screens for iPhone, Mac, iPad and Apple Watch.

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Writing A Case Study

Case Study Format

Barbara P

Simple Case Study Format for Students to Follow

Case Study Format

People also read

A Complete Case Study Writing Guide With Examples

Understand the Types of Case Study Here

Brilliant Case Study Examples and Templates For Your Help

Having trouble making your case studies stand out? Finding it hard to organise your story? You're not alone! 

Many students struggle with case study writing !

Imagine spending a lot of time on your case studies, but they don't grab your reader's interest.  But don't worry! 

In this guide, we will go step by step through case study formatting, along with practical tips to make your research stand out from the rest! By following our step-by-step approach, you can understand how to write a case study assignment well. 

So, let’s get started!

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  • 1. How to Format a Case Study 
  • 2. Case Study Format Template
  • 3. Case Study Format Examples

How to Format a Case Study 

When it comes to crafting a compelling case study, understanding how to write case study format is key to presenting your research effectively. 

If you are wondering how to make case study format, here are the elements to include in your case study paper format.

Create an interesting title for your work. Keep it simple and short.

Here you need to briefly elaborate on the accomplishment. What you have done and how you got there.

Write about the entire story in one paragraph followed by 2-3 bullet points to display the case study contents.

An introduction about what the case study is all about.

Describe the challenges of the customer prior to using your product or service. Explain the long-term goals or objectives that the customer set out to achieve.

In this 2-3 paragraph section describe how your product or service specifically benefited and helped achieve the goals. You can also use percentages to show your contributions.

In the relevant section of your case study, add 1-2 quotes and visuals to support the story you are telling. You can also use icons to summarise information and highlight areas of your research.

Figure out what a study means and look at where else we can learn more are really important for making academic work have a bigger impact.

Call to action is optional but adding one can encourage your readers to take some action after learning your work.

Case Study Formatting Guidelines 

Effective case study formatting is essential to convey your insights clearly and engage your audience. Follow these guidelines to ensure your case study is well-organised and impactful:

  • Opt for easily readable fonts like Arial, Calibri, or Times New Roman.
  • Maintain a consistent font size, typically 12 points for the body text.
  • Set line spacing to double-spaced for the entire document.
  • Use bullet points for concise and scannable information presentation.
  • Employ numbered lists for sequences of steps or chronological order of events.
  • Bold or italicize key phrases to draw attention to critical points; use underline sparingly.
  • Choose left, center, or justified alignment based on your overall design.
  • Make your headings clear and organized so readers know what's important.

If you need further assistance, check our case study format for students pdf here:

How To Write A Case Study Pdf

Case Study Format Template

Case studies can be used for different purposes. In social sciences, it can help you understand the problems of other people.

In businesses, it can help you earn the trust of potential customers. But do you even know what are the different  types of case study  and how to write one?

Refer to this case study format pdf before you start writing your own document. This student case study format sample contains all the information you might need when gathering information for your case study.

Case Study Format Examples

Case study examples are the best way to learn the basic techniques for writing a great case study on your own. 

Explore these short case study sample pdfs to gain insights into presenting your research cohesively:

For your help, we have also compiled real-life  case study examples  along with a format that you can refer to while writing your own.

APA Case Study Format

If you are asked to write a case study in APA format, keep in mind there are some specific requirements that you need to adhere to.

Here is a case study APA format example for you to learn how to format a case study.

Business Case Study Format

Business case studies can help businesses sell products or services to prospects. Here is a perfect example for you to learn how to write an impressive business case study.

Case Study Format For MBA Students

Case Study Format Nursing

Writing a great nursing case study can be tough. That’s why we have provided a case study format for nursing students to use as a guide in creating their work. 

Refer to this family case study format example if you are writing a nursing case study for the first time.

Nursing Case Study Format

Harvard Business School Case Study Format

Looking for HBS style business case study? Here is one for you to read and take hints and ideas to prepare this type of case study like a professional.

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Medical Case Study Format

Writing medical case studies is helpful in medical practices as it gives a lot of information about different diseases. Look at this example and learn how to write a detailed medical case study.

Case Study Format Psychology 

To study how the human mind works, you need a clear and organised method. Follow this easy psychology case study format to explore the details of psychological research:

Case Study Format Psychology

To sum it up, getting good at writing case studies means combining a clear structure, good storytelling, and smart presentation. If you follow the tips I've shared in this blog, you're on your way to making interesting stories that grab people's attention.

If your case study is causing problems, consider getting professional help. 

Our essay writing company  aims to help you secure top grades by meeting the criteria set by professors. 

Our skilled writers are here to assist with any type of assignment you may have. Explore our case study writing service to relieve your stress and excel academically.

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Barbara P

Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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Case Study

American Psychological Association

Title Page Setup

A title page is required for all APA Style papers. There are both student and professional versions of the title page. Students should use the student version of the title page unless their instructor or institution has requested they use the professional version. APA provides a student title page guide (PDF, 199KB) to assist students in creating their title pages.

Student title page

The student title page includes the paper title, author names (the byline), author affiliation, course number and name for which the paper is being submitted, instructor name, assignment due date, and page number, as shown in this example.

diagram of a student page

Title page setup is covered in the seventh edition APA Style manuals in the Publication Manual Section 2.3 and the Concise Guide Section 1.6

cover page for case study

Related handouts

  • Student Title Page Guide (PDF, 263KB)
  • Student Paper Setup Guide (PDF, 3MB)

Student papers do not include a running head unless requested by the instructor or institution.

Follow the guidelines described next to format each element of the student title page.

Paper title

Place the title three to four lines down from the top of the title page. Center it and type it in bold font. Capitalize of the title. Place the main title and any subtitle on separate double-spaced lines if desired. There is no maximum length for titles; however, keep titles focused and include key terms.

Author names

Place one double-spaced blank line between the paper title and the author names. Center author names on their own line. If there are two authors, use the word “and” between authors; if there are three or more authors, place a comma between author names and use the word “and” before the final author name.

Cecily J. Sinclair and Adam Gonzaga

Author affiliation

For a student paper, the affiliation is the institution where the student attends school. Include both the name of any department and the name of the college, university, or other institution, separated by a comma. Center the affiliation on the next double-spaced line after the author name(s).

Department of Psychology, University of Georgia

Course number and name

Provide the course number as shown on instructional materials, followed by a colon and the course name. Center the course number and name on the next double-spaced line after the author affiliation.

PSY 201: Introduction to Psychology

Instructor name

Provide the name of the instructor for the course using the format shown on instructional materials. Center the instructor name on the next double-spaced line after the course number and name.

Dr. Rowan J. Estes

Assignment due date

Provide the due date for the assignment. Center the due date on the next double-spaced line after the instructor name. Use the date format commonly used in your country.

October 18, 2020
18 October 2020

Use the page number 1 on the title page. Use the automatic page-numbering function of your word processing program to insert page numbers in the top right corner of the page header.

1

Professional title page

The professional title page includes the paper title, author names (the byline), author affiliation(s), author note, running head, and page number, as shown in the following example.

diagram of a professional title page

Follow the guidelines described next to format each element of the professional title page.

Paper title

Place the title three to four lines down from the top of the title page. Center it and type it in bold font. Capitalize of the title. Place the main title and any subtitle on separate double-spaced lines if desired. There is no maximum length for titles; however, keep titles focused and include key terms.

Author names

 

Place one double-spaced blank line between the paper title and the author names. Center author names on their own line. If there are two authors, use the word “and” between authors; if there are three or more authors, place a comma between author names and use the word “and” before the final author name.

Francesca Humboldt

When different authors have different affiliations, use superscript numerals after author names to connect the names to the appropriate affiliation(s). If all authors have the same affiliation, superscript numerals are not used (see Section 2.3 of the for more on how to set up bylines and affiliations).

Tracy Reuter , Arielle Borovsky , and Casey Lew-Williams

Author affiliation

 

For a professional paper, the affiliation is the institution at which the research was conducted. Include both the name of any department and the name of the college, university, or other institution, separated by a comma. Center the affiliation on the next double-spaced line after the author names; when there are multiple affiliations, center each affiliation on its own line.

 

Department of Nursing, Morrigan University

When different authors have different affiliations, use superscript numerals before affiliations to connect the affiliations to the appropriate author(s). Do not use superscript numerals if all authors share the same affiliations (see Section 2.3 of the for more).

Department of Psychology, Princeton University
Department of Speech, Language, and Hearing Sciences, Purdue University

Author note

Place the author note in the bottom half of the title page. Center and bold the label “Author Note.” Align the paragraphs of the author note to the left. For further information on the contents of the author note, see Section 2.7 of the .

n/a

The running head appears in all-capital letters in the page header of all pages, including the title page. Align the running head to the left margin. Do not use the label “Running head:” before the running head.

Prediction errors support children’s word learning

Use the page number 1 on the title page. Use the automatic page-numbering function of your word processing program to insert page numbers in the top right corner of the page header.

1

COMMENTS

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  18. Case Study Format

    Case study examples are the best way to learn the basic techniques for writing a great case study on your own. Explore these short case study sample pdfs to gain insights into presenting your research cohesively: For your help, we have also compiled real-life case study examples along with a format that you can refer to while writing your own.

  19. Title Page Setup

    Student title page The student title page includes the paper title, author names (the byline), author affiliation, course number and name for which the paper is being submitted, instructor name, assignment due date, and page number, as shown in this example.