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Blog What is an Action Plan & How to Write One [With Examples]

What is an Action Plan & How to Write One [With Examples]

Written by: Danesh Ramuthi Oct 26, 2023

An action plan is a meticulously structured strategy that pinpoints specific steps, tasks and resources vital to turning a goal into reality. It is extremely useful in any project management. 

Crafting an action plan is like plotting a route for a cross-country journey. It’s the strategic map that outlines every step, decision and pitstop needed to reach your ultimate destination.

With a well-thought-out action plan, you’re not just shooting in the dark; you’re making informed, purposeful strides towards your goals. Dive deep with our guide and witness real-world examples that will inspire and guide you.

Need a tool to kickstart your planning? Try out the Venngage business plan maker and explore their extensive collection of action plan templates .

Click to jump ahead: 

What is the purpose of an action plan?

When to develop an action plan, 7 components of a actions plan, 15 action plan examples.

• How to Write an action plan?

Final thoughts

An action plan serves as a strategic tool designed to outline specific steps, tasks and goals necessary to achieve a particular objective.

Its primary purpose is to provide a clear roadmap and direction for individuals, teams or organizations to follow in order to efficiently and effectively accomplish their goals. 

Action plans break down complex projects into manageable, actionable components, making it easier to track progress and stay on course.

Moreover, action plans play a crucial role in fostering accountability and coordination among team members. By assigning responsibilities and deadlines for each task or milestone, they ensure that everyone involved is aware of their roles and the overall timeline, reducing confusion and enhancing teamwork. 

Additionally, action plans help in resource allocation, budgeting and risk management by enabling stakeholders to identify potential challenges and plan for contingencies. 

Overall, the purpose of an action plan is to transform abstract goals into concrete actions, making them more achievable and measurable while ensuring that the resources and efforts are aligned with the desired outcomes.

Developing an action plan is crucial when you’re looking to achieve a specific goal or outcome. Here are instances when you should consider developing an action plan:

• Start of an organization : Ideally, an action plan should be developed within the first six months to one year of the start of an organization. This initial plan lays the groundwork for the future direction and growth of the entity.
• Project initiation : At the start of any project, an action plan helps to clearly define the tasks, responsibilities, and timelines.
• Goal setting : Whenever you or your organization sets a new goal. Action plans transform these goals from abstract ideas into concrete steps.
• Strategic planning : For long-term visions and missions, action plans break down the journey into manageable pieces, each with its timeline and responsible parties.
• Performance improvement : If there are areas where performance is lacking, whether it’s personal or organizational, an action plan can outline the steps needed to elevate performance.

An action plan is a detailed outline that breaks down the steps necessary to achieve a specific goal. Here are the typical components of an action plan.

1. Objective or Goal

The cornerstone of your action plan is the objective or goal. This should be a clear and concise statement outlining the desired outcome or result. Having a well-defined objective provides a direction and purpose to the entire plan, ensuring all tasks and actions are aligned towards achieving this singular aim.

2. Tasks or Actions

Once the objective is set, the next step is to list down the specific tasks or actions required to achieve this goal. These tasks should be broken down into detailed steps, ensuring no essential activity is overlooked. The granularity of these tasks can vary based on the complexity of the goal.

3. Set deadline

For each task or action, set a realistic and achievable deadline. This timeline ensures that the plan stays on track and that momentum is maintained throughout the execution. It also allows for monitoring progress and identifying potential delays early.

4. Resources needed to complete the project

It’s crucial to recognize and list the resources you’ll need to complete the tasks. This can encompass financial resources, human resources, equipment, technological tools or any other assets. Identifying these early ensures that there are no bottlenecks during execution due to a lack of necessary resources.

5. Person responsible

Assign a person or a team for each task. This designation ensures accountability and clarity. When individuals are aware of their responsibilities, it reduces overlap, confusion and ensures that every task has someone overseeing its completion.

6. Potential barriers or challenges

Every plan will face challenges. By anticipating potential barriers or obstacles, you can be better prepared to address them. This proactive approach ensures smoother execution and less reactionary problem-solving.

7. Measurement of key performance indicators (KPIs)

Determine how you’ll measure the success of each task or the plan overall. KPIs are tangible metrics that allow you to gauge progress and determine whether you’re moving closer to your goals and objectives. They offer a quantifiable means to evaluate success.

Action plans serve as blueprints, guiding the steps and resources needed to achieve a specific goal. 

They come in various formats, tailored to different scenarios and objectives. Here, we present a range of action plan examples that cater to diverse purposes and situations. 

From business strategies to simple task lists, these examples illustrate the versatility and importance of well-structured planning.

Business action plan example

A business action plan is essentially a strategy roadmap, meticulously tailored for realizing broader business objectives. By crafting a solid action plan, businesses can channel their resources, manpower and strategies in a direction that harmonizes with their larger vision.

Key to this plan is the identification and alignment of steps that resonate with the company’s comprehensive strategy, ambitions of growth and aspirations for operational enhancements. 

While this might entail a myriad of specific steps based on unique business goals, some common elements include setting clear key performance indicators (KPIs), undertaking a thorough SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to grasp the current business landscape and establishing a timeline to keep track of progress.

Furthermore, allocating responsibilities to team members or individuals ensures that every aspect of the strategy has a dedicated focus. Budgeting, essential to the success of the action plan, ensures that every initiative is financially viable and sustainable. 

Regular reviews and iterations based on feedback and changing market dynamics keep the action plan agile and relevant.

Related: 5 Steps to Create an Actionable Employee Development Plan [with Templates & Examples]

Company action plan example

A comprehensive company action plan serves as the strategic linchpin, ensuring a coherent and coordinated approach to realizing organizational goals. Central to this plan is the incorporation of rigorous market research and analysis, which provides insights into consumer behaviors, market trends and potential opportunities. 

Equally vital is the focus on product development and procurement, ensuring that the offerings align with market demands and stand out in terms of quality and relevance. 

Alongside, adept legal and financial management safeguards the company’s interests, ensuring compliance with regulations and prudent fiscal oversight.

Moreover, the essence of any successful company action plan lies in its sales and marketing strategies. These define how the products or services are positioned and promoted in the market, ensuring visibility and engagement with the target audience. 

However, while acquisition is crucial, retention plays an equally significant role. Hence, impeccable customer service and nurturing relationships become indispensable components, fostering loyalty and ensuring that clients remain ambassadors for the brand long after the initial transaction.

Related: 30+ Project Plan Examples to Visualize Your Strategy (2023)

Sales action plan example

A well-structured sales action plan serves as the backbone for systematic and efficient progress. Central to this plan is the identification and utilization of the most effective sales channels, whether they are direct, online or through third-party avenues. 

Clarity on the products and services on offer, combined with their unique selling propositions, facilitates tailored and resonant sales pitches. 

Budget considerations ensure that resources are judiciously allocated, balancing the act between expenditures and potential returns. This financial prudence is complemented by setting realistic sales projections, which act as both a motivational target and a yardstick for success.

Timelines, or proposed deadlines, infuse the process with a sense of urgency, ensuring that the momentum of the sales drive is maintained. 

However, the true measure of the action plan’s efficacy lies in its key performance indicators (KPIs). These metrics, be it lead conversion rates or customer retention figures, serve as tangible markers, highlighting the plan’s strengths and signaling areas that might require recalibration to increase sales.

Corrective action plan example

The essence of a corrective action plan lies in its meticulous structure, tailored to address and rectify deviations or inefficiencies identified within an organization. At its core, each action item serves as a focal point, detailing specific areas or processes that require intervention. 

Accompanying each action item is a clear description that provides a comprehensive understanding of the issue at hand. 

However, merely identifying a problem isn’t enough; delving deep into its origins through root cause analysis ensures that solutions target the fundamental issues, rather than just addressing superficial symptoms. 

This analysis then paves the way for defining the corrective action, a tangible step or series of steps designed to mitigate the identified problem and prevent its recurrence.

Besides, to ensure the plan’s effectiveness, assigning a responsible person to each action item is paramount. This individual or team is entrusted with the task’s execution, ensuring accountability and focus. 

The status of each action keeps stakeholders informed about the progress, be it in the planning phase, ongoing, or completed. 

Lastly, setting a due date for each corrective action introduces a sense of urgency and purpose, ensuring that issues are addressed in a timely manner, minimizing disruptions and maximizing operational efficiency.

Simple action plan example

A simple action plan strips away the layers of complexity, offering a concise and direct approach to achieving a goal or addressing an issue. This type of plan is characterized by its straightforward structure, devoid of extraneous details, yet powerfully effective in its clarity. 

It is specifically designed for tasks or objectives that don’t necessitate elaborate strategies or multi-layered approaches.

The core components of a simple action plan usually include a clear statement of the task or objective at hand, followed by a sequence of actions or steps to be taken. 

Each step is described succinctly, ensuring that anyone involved has a clear understanding of what is expected. Responsibilities are defined clearly, with each task allocated to an individual or a team, ensuring accountability. Timelines might be integrated, providing a clear framework for completion, even if they’re just broad milestones. 

Regular check-ins or assessments, although minimal, might be incorporated to monitor progress. 

The beauty of a simple action plan lies in its agility and adaptability, making it particularly suited for individual projects, short-term tasks or situations where a rapid response is required.

How to write an action plan?

Creating an effective action plan is a foundational step towards turning aspirations into tangible results. It provides a clear roadmap, ensuring that each step taken aligns with the overall objective.

Whether you’re aiming to enhance a business process or achieve a personal goal, a well-drafted action plan can be your guiding light. Here’s key steps on how you can craft one:

• Step 1: Establish SMART goals: Initiating with a goal that is specific, measurable, achievable, relevant and time-bound ensures you have a clear and focused endpoint in sight. Smart goals serves as the cornerstone for your entire strategic blueprint.
• Step 2: Determine necessary tasks: Decompose your overarching objective into smaller, actionable tasks. This modular approach not only makes the mission less daunting but also provides a sequential pathway to goal attainment.
• Step 3: Assign essential resources: Depending on the tasks at hand, designate necessary resources, be they human, financial or technological. This ensures that every activity has the backing it needs for successful execution.
• Step 4: Prioritize tasks by importance: Not all tasks hold equal weight. Determine the hierarchy of tasks based on their impact on the goal and their time sensitivity. This allows for a systematic progression.
• Step 5: Outline timelines and key markers: With tasks in hand, set clear deadlines for each. Introduce milestones, which act as periodic check-ins, ensuring you’re on track and allowing for celebrations of smaller victories.
• Step 6: Oversee and modify your strategy blueprint: As you progress, there will invariably be learnings and challenges. Regularly review your plan to make necessary adjustments, ensuring its relevance and effectiveness.
• Step 7: Consider ready-to-use templates: If starting from scratch feels overwhelming, lean on structured templates to guide your planning. There’s plenty of business plan softwares and platforms such as  Venngage that offer a plethora of action plan templates , tailored to various needs, which can significantly streamline the process.

An action plan is more than just an action steps, it’s a strategic blueprint that bridges the gap between aspirations and realizations. 

Through this comprehensive guide, I’ve walked you through the purpose, ideal timings, core components, and practical examples of action plans across various domains. 

Leveraging tools of project management , you can track progress, assign tasks and ensure every team member stays on the same page. 

It’s not just about setting goals, but about strategically planning every step, ensuring tasks completed align with the larger project goals. 

Remember, success isn’t just about having goals but about charting the right course to achieve them

And if you’re looking to supercharge your planning efforts, don’t miss out on the Venngage business plan maker. 

Dive into their extensive collection of action plan templates and make your strategic planning both efficient and effective. 

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How to Write an Action Plan: Step-by-Step (Examples)

By Status.net Editorial Team on November 9, 2023 — 9 minutes to read

An action plan is a detailed roadmap of the necessary steps you need to take to achieve a specific goal or objective. It’s like a GPS that guides you from your starting point to your desired destination. Creating an action plan helps you break down a large goal into smaller, more manageable tasks, which makes the goal feel less overwhelming.

To start, you should first identify your end goal and be as specific as possible. For example, if you want to increase sales for your business, set a target like “Increase sales by 20% within the next six months.” This will give you a clear vision of what you want to achieve and make it easier to measure your progress.

Next, list the necessary actions or tasks required to reach your goal. These can be further divided into smaller tasks that are easy to understand and implement. For example, to increase sales, you could:

• Improve your online presence by revamping your website, optimizing it for search engines, and posting regularly on social media platforms.
• Reach out to potential clients through email campaigns and cold calls.
• Offer promotions or discounts to incentivize new customers to try your product or service.

Now, it’s time to set a timeline for each task. Deadlines will enable you to monitor your progress and stay on track. Assign realistic due dates for each task, and if needed, break them down into smaller milestones.

To ensure your action plan’s success, make sure to assign responsibility for each task. If you’re working with a team, delegate tasks according to each team member’s strengths, skills, and workload. This will help ensure everyone knows what their responsibilities are, and they are held accountable.

Lastly, always monitor your progress and evaluate your action plan’s effectiveness. Regularly review the tasks you’ve accomplished, and make note of the tasks that were challenging or required more time than anticipated. This self-assessment will help you improve your action plan and make necessary adjustments as you work towards your goal.

Example Action Plan

Goal : Increase sales by 20% within the next 6 months (By January 1st, 2025)

Actions : 1. Improve online presence a) Revamp website design – Due October 15th b) Optimize website for SEO – Due November 1st c) Post regularly on social media (1x/week min) – Ongoing

2. Reach out to potential clients a) Create email marketing campaign – Due September 15th b) Start cold calling campaign (10 calls/day) – Start October 1st

3. Offer promotions a) Design promotion flyers – Due September 1st b) Run month-long 20% off sale – October 1-31st

Monitoring : – Check website analytics weekly – Track new clients monthly – Evaluate sales figures monthly – Adjust plan as needed at monthly meetings

Responsibilities : – John to revamp website – Susan to handle social media – Michael to create promotions – Jennifer to manage outreach campaigns

Steps to Creating a Powerhouse Action Plan

First, identify your goal . Be specific about what you want to achieve and set a time frame for accomplishing it. This will help keep your efforts focused and prevent you from getting overwhelmed by smaller tasks. For example, instead of “increase sales”, choose “increase sales by 20% in the next six months”.

Next, break your goal down into smaller, manageable tasks . Create a list of activities or steps that must be completed in order to reach your goal. If your goal is to Increase sales by 20%, some tasks might be:

• Research your target market
• Develop a marketing strategy
• Improve product offerings
• Train your sales team

Assign a deadline and responsible party for each task on your list. This will help ensure that all tasks are completed on time and that everyone knows their role in achieving the goal. Make sure to set realistic timelines for each task, taking into consideration the resources and time available.

Here’s an example:

• Research your target market – due in one week – assigned to Jane (marketing specialist)
• Develop a marketing strategy – due in two weeks – assigned to marketing team

Monitor your progress regularly. Keep track of your progress by using tools such as calendars, project management software, or a simple spreadsheet. Regularly assess whether you’re on track to meet your goal and adjust your action plan if needed. For example, if a task is taking longer than expected, you may need to reassign resources or revise the deadline.

Celebrate your milestones and learn from setbacks . Along the way, take the time to acknowledge and celebrate your successes, as well as learn from any setbacks or challenges. This will help maintain motivation and encourage continuous improvement.

Finally, communicate your action plan to all stakeholders involved, such as employees, investors, or clients. Clear communication ensures everyone understands the goal, their responsibilities, and the expectations for the project.

Defining Clear and Smart Goals

Specific goals.

When creating your action plan, start by setting specific goals. These are clear, well-defined goals that leave no room for ambiguity. You should know exactly what needs to be accomplished and how you plan to achieve it. For example, instead of aiming for “increasing sales,” set a goal like “increase sales by 15% over the next six months.”

Measurable Goals

Your goals should be measurable so that you can track your progress and know when you’ve achieved them. This involves identifying quantifiable indicators that will help you determine your progress. For instance, if your goal is to increase sales, a measurable component can be the number of units sold or the amount of revenue generated within a specific timeframe.

Achievable Goals

When setting goals, make sure they are achievable and realistic based on your current resources and constraints. Consider your team’s capabilities, time, and budget. Unattainable goals may negatively impact your motivation and morale. For example, if you have a small team with limited resources, setting a goal to double your company’s size within a month might be unrealistic. Instead, aim for a modest yet challenging growth rate that can be achieved with your available resources.

Relevant Goals

Your action plan goals should also be relevant to your organization’s mission and vision. These are goals that align with your overall strategic plan and contribute to its long-term success. Relevant goals ensure that your efforts are focused on high-impact areas and avoid unnecessary distractions. For example, if your business is focused on sustainability, a relevant goal might be to reduce your company’s carbon footprint by 20% in the next year.

Time-bound Goals

Finally, ensure that your goals are time-bound, meaning they have a deadline for completion. Deadlines keep your team accountable and help maintain a sense of urgency, which is crucial for staying on track and achieving your objectives. A clear timeframe also allows you to measure your progress and adjust your plans as needed. For instance, you could set a goal to expand your customer base by 10% within the next quarter.

Assigning Roles and Responsibilities

When creating an action plan, it’s important to assign roles and responsibilities to your team members. This helps ensure tasks are completed efficiently and everyone is clear about their duties. Here’s how to do it effectively:

• First, identify the necessary tasks to achieve your goal. Be specific about what needs to be done and break it down into smaller steps if needed. For example, if your action plan involves promoting a new product, tasks could include designing promotional materials, creating social media posts, and reaching out to potential partners.
• Next, evaluate the skills and expertise of your team members. Consider their strengths, weaknesses, and past experiences with similar projects. This will help you match team members with tasks that best suit their abilities. For instance, someone with graphic design expertise should be responsible for creating promotional materials.
• Once you’ve determined which team members are best suited for each task, clearly communicate their roles and responsibilities. This can be done through a project management tool, an email, or a team meeting. Make sure everyone is aware of their duties and the deadlines for each task.
• Keep track of everyone’s progress, and hold regular check-ins to see how each team member is doing with their assigned tasks.
• Be open to adjusting your action plan and roles as necessary. Sometimes, unforeseen challenges can arise and require you to modify your plan.

Creating a Time Frame

When working on your action plan, it’s important to establish a realistic time frame for achieving your goals. This helps you stay on track and prioritize tasks effectively. We will walk you through the process of creating a time frame for your action plan.

• First, break down your primary goal into smaller, manageable tasks. Think of these tasks as stepping stones that will lead you toward your overall objective. For example, if your goal is to start a new business, your tasks might include researching your target market, establishing a budget, and developing a marketing strategy.
• Next, assign a deadline to each task. Deadlines should be specific and set in stone but make sure to be flexible enough to adjust as necessary. Use a calendar or planner to visualize your timeline, marking important dates and milestones. For example, you could set a four-month deadline for completing market research and a six-month deadline for securing initial funding.
• To keep yourself accountable, set reminders or notifications for important deadlines. This can be done using digital tools like smartphone apps or traditional methods, such as sticky notes on your workspace. Regularly reviewing your progress and adjusting your time frame when needed will help you stay on track.
• Lastly, consider any external factors that might impact your time frame. Are there seasonal events, holidays, or industry-specific deadlines that could affect your ability to complete tasks? Factor in these considerations as you build your timeline.

Resource Allocation

When creating an action plan, resource allocation plays a major role. You’ll need to determine the resources required for each task and how they’ll be distributed among team members. This usually includes time, budget, and human resources.

• Start by estimating the time each task will take. Break tasks down into smaller chunks and allocate a specific deadline to each. This will help you prioritize tasks and balance workloads for your team members. For example, if designing a marketing campaign takes four weeks, divide it into weekly tasks like conducting market research, creating promotional materials, and setting up advertisements.
• Next, determine the budget needed to complete your project. Identify any expenses such as salaries, equipment, software, and project-related costs like travel. Create a budget for each task to avoid overspending, and allocate funds accordingly. Using our marketing campaign example, allocate separate budgets for market research tools, graphic design tools, and advertising platforms.
• Lastly, allocate human resources to tasks based on their skills and expertise. Delegate responsibilities to your team members, ensuring that everyone has a clear understanding of their role in the project. If needed, identify additional hires or outside consultants to fill gaps in your team’s expertise. For instance, if your team lacks graphic design experience, consider hiring a graphic designer or outsourcing the work to a design agency.
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• Create an action plan that drives resul ...

Create an action plan that drives results

An action plan outlines precisely how you’re planning to accomplish your goals. It’s the perfect way to approach goals systematically and keep your team on target. In this article, we will cover how to create an action plan in six steps and how to implement it successfully. Plus, learn more about the differences between action plans, project plans, and to-do lists.

It can feel good to make goals. After all, you’re defining what you want to accomplish. But goals won’t do much without clear action steps. ​​An action plan is a popular project management technique that lists your action steps so you know exactly how you’re going to accomplish your goals. 

We’re going to show you how to create this clear roadmap step by step and other tools you should utilize to get the most out of your action plan. Let’s dive in.

What is an action plan?

An action plan is a list of tasks or steps you need to complete to achieve your goals. An effective action plan works like a management plan for your company’s initiatives, outlining the steps you need to take to make these larger goals a success. Once you go through the goal-setting process, create an action plan with specific tasks and timeframes to reach each goal. 

Who needs an action plan?

An action plan is useful for anyone who needs a step-by-step planning process. When you create an action plan, you detail exactly what actions you'll take to accomplish your project goals. These plans can help you organize your to-dos and ensure you have the necessary information and resources to accomplish your goals.

But you can create action plans for more than just strategic planning. Use this tool to reach any specific goals in a systematic way. Try setting up:

Business action plan

Marketing action plan

Corrective action plan

Sales action plan

Project action plan

Personal development action plan

Regardless of the type of action plan you create, make sure you create it in task management software . That way, you can easily share action items and timelines with your team to track progress. Instead of manual status updates and unclear deliverables, your team has one central source of truth for everything they need to do in order to hit their goals. 

Now let’s get into how you can create an action plan that increases your team’s efficiency and accountability.

6 steps to create an action plan

Step 1: set a smart goal.

When it comes to setting goals, clarity is the single most important quality. With the SMART goal method, your goal is clearly defined and attainable. Set specific, measurable, achievable, realistic, and time-bound goals to benefit from this tactic.

For example, your goal could be to deliver your current project (measurable) in four months (time-bound) without overspending (specific). Assuming this goal is both achievable and realistic based on your available resources, it’s a great SMART goal to set for yourself.

Step 2: Identify tasks

Now that your goal is clearly defined and written down, you’ll want to identify the steps you have to take to reach it. Identify all of the tasks that you and your team need to complete to reach milestones and, eventually, the main objective.

Here are a few action plan examples with tasks for different kinds of goals:

Goal: Expand team from seven to nine team members by June.

Meet with Human Resources to discuss the recruitment campaign.

Create a template project to track candidates.

Schedule three interviews per week.

Goal: Select and onboard new work management software to the entire company by the end of Q2.

Apply for the budget.

Create a roll-out plan for Q2.

Schedule training for team members.

Goal: Host 5k charity run in May to raise $15,000 for the local food bank.

Find volunteers and determine responsibilities

Prepare marketing materials and PR plans

Secure sponsors

Step 3: Allocate resources

Once you’ve outlined all of your tasks, you can allocate resources like team members, project budget, or necessary equipment. Whether it’s assigning team members to certain tasks, applying for a budget, or gathering helpful tools—now is the time to plan and prepare.

Sometimes, you can’t allocate all of your resources before you put your action plan in motion. Perhaps you have to apply for funding first or need executive approval before you can move on with a task. In that case, make the resource an action item in your plan so you can take care of it later.

Step 4: Prioritize tasks

When your team is clear on their priorities, they know what work to do first and what work they can reschedule if necessary. No action plan is set in stone, so the best way to empower your team is to let them know what tasks have a high priority and which ones are a bit more flexible.

To make this clear, sort all of your action items by priority and sequence:

Priority: Important and less important tasks.

Sequence: Order in which tasks have to be completed so others can start.

When you’re organizing and prioritizing your action items , you’ll notice that some action items are dependent on others. In other words, one task can’t begin until the previous task is completed. Highlight these dependencies and factor the sequence into your prioritization. This reduces bottlenecks , removing obstacles that would make a less important action item delay a high-priority item.  

Step 5: Set deadlines and milestones

When your team knows what they're working towards, they have the context to effectively prioritize work and the motivation to get great work done. Team members tend to be more motivated when they directly understand how their work is contributing to larger goals.

To engage your teammates from the get go, assign deadlines to all action items and define milestones . Milestones mark specific points along your project timeline that identify when activities have been completed or when a new phase starts

Create a timeline or Gantt chart to get a better overview of your prioritized tasks, milestones, and deadlines. Your timeline also serves as a visual way to track the start and end dates of every task in your action plan. You can use it as a baseline to make sure your team stays on track.

Step 6: Monitor and revise your action plan

Your ability to stay on top of and adapt to changes is what makes you a great project manager. It’s crucial that you monitor your team’s progress and revise the plan when necessary.

Luckily, your action plan isn’t set in stone. The best way to track potentially changing priorities or deadlines is to use a dynamic tool like a work management software . That way, you can update to-dos and dependencies in real time, keep your team on the same page, and your action plan moving.

Action plan vs. plan B vs. project plan vs. to-do list

So how exactly does an action plan differ from all these other plans and lists? To clear this up once and for all, we’re going to explain what these plans are and when to use which plan to maximize your team’s efforts.

Action plan vs. plan B

You may have heard the terms action plan and plan B used interchangeably. But in fact, an action plan and plan B are two completely different types of plans. Here’s how to tell them apart:

Your action plan outlines actions in much detail so you and your team know exactly what steps to take to reach your goal.

A plan B is a secondary action plan, an alternative strategy, that your team can apply if your original plan fails. Whether that’s because of an internal issue or an external factor—having a plan B is a great way to be prepared for the worst case scenario.

Action plan vs. project plan

A project plan is a bit more complicated than an action plan. Project plans are blueprints of the key elements your team needs to accomplish to successfully achieve your project goals. A project plan includes seven elements:

Goals and project objectives

Success metrics

Stakeholders and roles

Scope and budget

Milestones and deliverables

Timeline and schedule

Communication plan

Once you’ve created a project plan, use an action plan to outline and document how your team will execute your tasks and hit your goals. This will ensure that everyone on your team knows what their responsibilities are and what to get done by when.

Action plan vs. to-do list

A to-do list is typically used to write down single tasks that don’t necessarily lead to one common goal. To-do lists can change daily and are much less organized than action plans. An action plan will follow specific steps and include tasks that all lead to the completion of a common goal.

How to implement your action plan successfully

You know how to create an action plan, but in order to implement it successfully, you need to use the right tools and use them correctly. Here are our top five tips to ensure your action plan is effective:

Use task management software

Streamline your action plan by keeping all of your tasks and timelines in one central source of truth. Task management software, like Asana , is perfect for your action plan because it allows you to keep track of pending tasks, declare task ownership, assign dependencies, and connect with your team in real time or asynchronously .

Use or create templates

Create or use a template that lists all the action items with notes, status, priority, and ownership. When you create a template that fits your project type, you can reuse it time and time again.

Set up real-time alerts and assign dependencies

Make sure all action items are time-bound and that you assign dependencies. That way, your team can react when an item is ready for them and easily track what other items depend on theirs. 

Check action items off as you complete them

When action items are completed, check them off! Make sure it’s visible to everyone and happens in real time so the person responsible for the next action item can start their work as soon as possible.

Discuss late or pending tasks

If you run into issues or delays, talk to your team to uncover potential bottlenecks and find solutions that keep the action plan on track. You can add notes directly into your action plan or set up calls to discuss more complex issues.

Ready, set, action plan

Like Benjamin Franklin once said: “If you fail to plan, you are planning to fail.” Creating an action plan helps you stay focused, on track, and brings your goals to life.

Plan to succeed with a structured action plan and helpful tools like Asana’s task management software. Connect and align with your team in a central source of truth while staying flexible enough to revise your action plan when necessary.

Related resources

How Asana streamlines strategic planning with work management

What is management by objectives (MBO)?

7 steps to complete a social media audit (with template)

How to accomplish big things with long-term goals

What is an Action Plan? Learn with Templates and Examples

Planning on turning your vision into reality? And what’s your best way to avoid challenges and problems during this journey? A solid action plan.

We have outlined 6 steps explaining how to write an action plan. Once you familiarize yourself with them, go ahead and use the editable templates below to start planning right away.

What is an Action Plan?

Why you need an action plan, how to write an action plan, action plan templates.

An action plan is a specific list of tasks in order to achieve a particular goal. It can be regarded as a proposed strategy to execute a specific project to achieve a specific or general goal effectively and efficiently. It outlines steps to take and helps stay focused and organized, whether it’s personal or work-related. Breaking down the goal into smaller, manageable steps, makes it easier to stay motivated and track progress.

It’s an essential part of the strategic planning process and helps with improving teamwork planning Not only in project management, but action plans can be used by individuals to prepare a strategy to achieve their own personal goals as well.

Components of an action plan include

• A well-defined description of the goal to be achieved
• Tasks/ steps that need to be carried out to reach the goal
• People who will be in charge of carrying out each task
• When will these tasks be completed (deadlines and milestones)
• Resources needed to complete the tasks
• Measures to evaluate progress

What’s great about having everything listed down on one location is that it makes it easier to track progress and effectively plan things out.

An action plan is not something set in stone. As your organization grows, and surrounding circumstances change, you will have to revisit and make adjustments to meet the latest needs.

Sometimes businesses don’t spend much time on developing an action plan before an initiative, which, in most cases, leads to failure. If you haven’t heard, “failing to plan is planning to fail” said Benjamin Franklin supposedly once.

Planning helps you prepare for the obstacles ahead and keep you on track. And with an effective action plan, you can boost your productivity and keep yourself focused.  

Here are some benefits of an action plan you should know;

• It gives you a clear direction. As an action plan highlights exactly what steps to be taken and when they should be completed, you will know exactly what you need to do.
• Having your goals written down and planned out in steps will give you a reason to stay motivated and committed throughout the project.  
• With an action plan, you can track your progress toward your goal.
• Since you are listing down all the steps you need to complete in your action plan, it will help you prioritize your tasks based on effort and impact.

From the looks of it, creating an action plan seems fairly easy. But there are several important steps you need to follow with caution in order to get the best out of it. Here’s how to write an action plan explained in 6 easy steps.

Step 1: Define your end goal

If you are not clear about what you want to do and what you want to achieve, you are setting yourself up for failure.

Planning a new initiative? Start by defining where you are and where you want to be.

Solving a problem? Analyze the situation and explore possible solutions before prioritizing them.

Then write down your goal. And before you move on to the next step, run your goal through the SMART criteria . Or in other words, make sure that it is

• Specific – well-defined and clear
• Measurable – include measurable indicators to track progress  
• Attainable – realistic and achievable within the resources, time, money, experience, etc. you have
• Relevant – align with your other goals
• Timely – has a finishing date

Use this SMART goal worksheet to simplify this process. Share it with others to get their input as well.  

• Ready to use
• Fully customizable template
• Get Started in seconds

And refer to our easy guide to the goal-setting process to learn more about setting and planning your goals.

Step 2: List down the steps to be followed

The goal is clear. What exactly should you do to realize it?

Create a rough template to list down all the tasks to be performed, due dates and people responsible.

It’s important that you make sure that the entire team is involved in this process and has access to the document. This way everyone will be aware of their roles and responsibilities in the project.

Make sure that each task is clearly defined and is attainable. If you come across larger and more complex tasks, break them down to smaller ones that are easier to execute and manage.

Tips: Use a RACI Matrix template to clarify project roles and responsibilities, and plan projects

Step 3: Prioritize tasks and add deadlines

It’s time to reorganize the list by prioritizing the tasks . Some steps, you may need to prioritize as they can be blocking other sub-steps.

Add deadlines, and make sure that they are realistic. Consult with the person responsible for carrying it out to understand his or her capacity before deciding on deadlines.

Step 4: Set milestones

Milestones can be considered mini goals leading up to the main goal at the end. The advantage of adding milestones is that they give the team members to look forward to something and help them stay motivated even though the final due date is far away.

Start from the end goal and work your way back as you set milestones . Remember not to keep too little or too much time in between the milestone you set. It’s a best practice to space milestones two weeks apart.  

Step 5: Identify the resources needed

Before you start your project, it’s crucial to ensure that you have all the necessary resources at hand to complete the tasks. And if they are not currently available, you need to first make a plan to acquire them.

This should also include your budget. You can assign a column of your action plan to mark the cost of each task if there are any.  

Step 6: Visualize your action plan

The point of this step is to create something that everyone can understand at a glance and that can be shared with everyone.

Whether your action plan comes in the shape of a flowchart , Gantt chart , or table , make sure that it clearly communicates the elements we have identified so far – tasks, task owners, deadlines, resources, etc.

This document should be easily accessible to everyone and should be editable.

Step 7: Monitor, evaluate and update

Allocate some time to evaluate the progress you’ve made with your team.

You can mark tasks that are completed as done on this final action plan, bringing attention to how you’ve progressed toward the goal.

This will also bring out the tasks that are pending or delayed, in which case you need to figure out why and find suitable solutions. And then update the action plan accordingly.

Business action plan

You may like to read: The Easy Guide to Making a Business Plan for Presentations

Marketing action plan

Strategic action plan, corrective action plan template.

Learn more about: Corrective Action Plan template .

Additional resources: The Easy Guide to Creating a Business Contingency Plan

Simple action plan template

Any more tips on creating an action plan.

An action plan is designed to guide your way to accomplishing your goals. It turns your vision into actionable goals and steps. And it helps you stay focused and motivated.

From an individual employee in an organization to larger departments can make use of action plans to steer their way towards completing their goals.

Maybe you are about to create your very first action plan, or you are already a pro at writing them. Either way, we’d like to hear your opinions on how to write an action plan. Do share them with us in the comments section below.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

FAQs About Action Plan

Lack of clarity on goals: Make sure the team understands the goals and objectives of the action plan. The goals should be specific, measurable, attainable, relevant, and time-bound (SMART).

Unclear responsibilities: Assign clear roles and responsibilities for each team member to avoid confusion and ensure accountability.

Overcomplicating the plan: Keep the action plan simple and easy to understand. Avoid adding unnecessary complexity or detail that may confuse the team.

Failure to prioritize tasks: Prioritize tasks based on their importance and urgency. This will ensure that the team focuses on the most critical tasks first.

Inadequate resources: Ensure that the team has access to the necessary resources such as time, budget, and equipment, to carry out the action plan successfully.

Lack of communication: Effective communication is crucial to the success of any action plan. Ensure that team members are regularly updated on progress and any changes to the plan.

Failure to monitor progress: Regularly monitor progress and adjust the action plan as needed to ensure that it stays on track and achieves its goals.

Strategic action plan: This type of plan outlines the long-term goals and objectives of an organization, and the actions that will be taken to achieve them. It typically covers a period of several years and includes high-level strategies and initiatives.

Operational action plan: This plan focuses on the day-to-day operations of an organization, outlining the actions that will be taken to achieve short-term goals and objectives. It typically covers a period of one year or less and includes specific actions and timelines.

Project action plan: This type of plan is used for individual projects and outlines the actions that will be taken to achieve specific project goals and objectives. It includes a detailed breakdown of tasks, timelines, and responsibilities.

Sales action plan: This plan focuses on the actions that will be taken to increase sales and revenue. It includes specific strategies for marketing, sales, and customer service.

Marketing action plan: This plan outlines the actions that will be taken to promote a product or service and increase brand awareness. It includes strategies for advertising, social media, public relations, and other marketing initiatives.

Crisis management action plan: This type of plan outlines the actions that will be taken in the event of a crisis, such as a natural disaster or security breach. It includes specific protocols for communication, evacuation, and other emergency procedures.

An action plan can be used by anyone who wants to achieve specific goals or objectives. It is a useful tool for individuals, teams, and organizations in a variety of contexts. Here are some examples:

Individuals: An individual can use an action plan to achieve personal goals such as losing weight, completing a degree, or starting a business.

Teams: A team can use an action plan to achieve goals related to a specific project or initiative. For example, a marketing team may use an action plan to launch a new product.

Small businesses: Small businesses can use an action plan to achieve goals related to sales, marketing, operations, or finance.

Non-profit organizations: Non-profit organizations can use an action plan to achieve goals related to fundraising, volunteer recruitment, or program implementation.

Government agencies: Government agencies can use an action plan to achieve goals related to policy implementation, disaster response, or public safety.

Educational institutions: Educational institutions can use an action plan to achieve goals related to improving student outcomes, increasing enrollment, or expanding programs.

More Related Articles

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

• [email protected]

How to Write a Case Study: The Compelling Step-by-Step Guide

Is there a poignant pain point that needs to be addressed in your company or industry? Do you have a possible solution but want to test your theory? Why not turn this drive into a transformative learning experience and an opportunity to produce a high-quality business case study? However, before that occurs, you may wonder how to write a case study.

You may also be thinking about why you should produce one at all. Did you know that case studies are impactful and the fifth most used type of content in marketing , despite being more resource-intensive to produce?

Below, we’ll delve into what a case study is, its benefits, and how to approach business case study writing:

Definition of a Written case study and its Purpose

A case study is a research method that involves a detailed and comprehensive examination of a specific real-life situation. It’s often used in various fields, including business, education, economics, and sociology, to understand a complex issue better. 

It typically includes an in-depth analysis of the subject and an examination of its context and background information, incorporating data from multiple sources, such as interviews, observations, and existing literature. 

The ultimate aim is to provide a rich and detailed account of a situation to identify patterns and relationships, generate new insights and understanding, illustrate theories, or test hypotheses.

Importance of Business Case Study Writing

As such an in-depth exploration into a subject with potentially far-reaching consequences, a case study has benefits to offer various stakeholders in the organisation leading it.

• Business Founders: Use business case study writing to highlight real-life examples of companies or individuals who have benefited from their products or services, providing potential customers with a tangible demonstration of the value their business can bring. It can be effective for attracting new clients or investors by showcasing thought leadership and building trust and credibility.
• Marketers through case studies and encourage them to take action: Marketers use a case studies writer to showcase the success of a particular product, service, or marketing campaign. They can use persuasive storytelling to engage the reader, whether it’s consumers, clients, or potential partners.
• Researchers: They allow researchers to gain insight into real-world scenarios, explore a variety of perspectives, and develop a nuanced understanding of the factors that contribute to success or failure. Additionally, case studies provide practical business recommendations and help build a body of knowledge in a particular field.

How to Write a Case Study – The Key Elements 

Considering how to write a case study can seem overwhelming at first. However, looking at it in terms of its constituent parts will help you to get started, focus on the key issue(s), and execute it efficiently and effectively.

Problem or Challenge Statement

A problem statement concisely describes a specific issue or problem that a written case study aims to address. It sets the stage for the rest of the case study and provides context for the reader. 

Here are some steps to help you write a case study problem statement:

• Identify the problem or issue that the case study will focus on.
• Research the problem to better understand its context, causes, and effects.
• Define the problem clearly and concisely. Be specific and avoid generalisations.
• State the significance of the problem: Explain why the issue is worth solving. Consider the impact it has on the individual, organisation, or industry.
• Provide background information that will help the reader understand the context of the problem.
• Keep it concise: A problem statement should be brief and to the point. Avoid going into too much detail – leave this for the body of the case study!

Here is an example of a problem statement for a case study:

“ The XYZ Company is facing a problem with declining sales and increasing customer complaints. Despite improving the customer experience, the company has yet to reverse the trend . This case study will examine the causes of the problem and propose solutions to improve sales and customer satisfaction. “

Solutions and interventions

Business case study writing provides a solution or intervention that identifies the best course of action to address the problem or issue described in the problem statement. 

Here are some steps to help you write a case study solution or intervention:

• Identify the objective , which should be directly related to the problem statement.
• Analyse the data, which could include data from interviews, observations, and existing literature.
• Evaluate alternatives that have been proposed or implemented in similar situations, considering their strengths, weaknesses, and impact.
• Choose the best solution based on the objective and data analysis. Remember to consider factors such as feasibility, cost, and potential impact.
• Justify the solution by explaining how it addresses the problem and why it’s the best solution with supportive evidence.
• Provide a detailed, step-by-step plan of action that considers the resources required, timeline, and expected outcomes.

Example of a solution or intervention for a case study:

“ To address the problem of declining sales and increasing customer complaints at the XYZ Company, we propose a comprehensive customer experience improvement program. “

“ This program will involve the following steps:

• Conducting customer surveys to gather feedback and identify areas for improvement
• Implementing training programs for employees to improve customer service skills
• Revising the company’s product offerings to meet customer needs better
• Implementing a customer loyalty program to encourage repeat business “

“ These steps will improve customer satisfaction and increase sales. We expect a 10% increase in sales within the first year of implementation, based on similar programs implemented by other companies in the industry. “

Possible Results and outcomes

Writing case study results and outcomes involves presenting the impact of the proposed solution or intervention. 

Here are some steps to help you write case study results and outcomes:

• Evaluate the solution by measuring its effectiveness in addressing the problem statement. That could involve collecting data, conducting surveys, or monitoring key performance indicators.
• Present the results clearly and concisely, using graphs, charts, and tables to represent the data where applicable visually. Be sure to include both quantitative and qualitative results.
• Compare the results to the expectations set in the solution or intervention section. Explain any discrepancies and why they occurred.
• Discuss the outcomes and impact of the solution, considering the benefits and drawbacks and what lessons can be learned.
• Provide recommendations for future action based on the results. For example, what changes should be made to improve the solution, or what additional steps should be taken?

Example of results and outcomes for a case study:

“ The customer experience improvement program implemented at the XYZ Company was successful. We found significant improvement in employee health and productivity. The program, which included on-site exercise classes and healthy food options, led to a 25% decrease in employee absenteeism and a 15% increase in productivity . “

“ Employee satisfaction with the program was high, with 90% reporting an improved work-life balance. Despite initial costs, the program proved to be cost-effective in the long run, with decreased healthcare costs and increased employee retention. The company plans to continue the program and explore expanding it to other offices .”

Case Study Key takeaways

Key takeaways are the most important and relevant insights and lessons that can be drawn from a case study. Key takeaways can help readers understand the most significant outcomes and impacts of the solution or intervention. 

Here are some steps to help you write case study key takeaways:

• Summarise the problem that was addressed and the solution that was proposed.
• Highlight the most significant results from the case study.
• Identify the key insights and lessons , including what makes the case study unique and relevant to others.
• Consider the broader implications of the outcomes for the industry or field.
• Present the key takeaways clearly and concisely , using bullet points or a list format to make the information easy to understand.

Example of key takeaways for a case study:

• The customer experience improvement program at XYZ Company successfully increased customer satisfaction and sales.
• Employee training and product development were critical components of the program’s success.
• The program resulted in a 20% increase in repeat business, demonstrating the value of a customer loyalty program.
• Despite some initial challenges, the program proved cost-effective in the long run.
• The case study results demonstrate the importance of investing in customer experience to improve business outcomes.

Steps for a Case Study Writer to Follow

If you still feel lost, the good news is as a case studies writer; there is a blueprint you can follow to complete your work. It may be helpful at first to proceed step-by-step and let your research and analysis guide the process:

• Select a suitable case study subject: Ask yourself what the purpose of the business case study is. Is it to illustrate a specific problem and solution, showcase a success story, or demonstrate best practices in a particular field? Based on this, you can select a suitable subject by researching and evaluating various options.
• Research and gather information: We have already covered this in detail above. However, always ensure all data is relevant, valid, and comes from credible sources. Research is the crux of your written case study, and you can’t compromise on its quality.
• Develop a clear and concise problem statement: Follow the guide above, and don’t rush to finalise it. It will set the tone and lay the foundation for the entire study.
• Detail the solution or intervention: Follow the steps above to detail your proposed solution or intervention.
• Present the results and outcomes: Remember that a case study is an unbiased test of how effectively a particular solution addresses an issue. Not all case studies are meant to end in a resounding success. You can often learn more from a loss than a win.
• Include key takeaways and conclusions: Follow the steps above to detail your proposed business case study solution or intervention.

Tips for How to Write a Case Study

Here are some bonus tips for how to write a case study. These tips will help improve the quality of your work and the impact it will have on readers:

• Use a storytelling format: Just because a case study is research-based doesn’t mean it has to be boring and detached. Telling a story will engage readers and help them better identify with the problem statement and see the value in the outcomes. Framing it as a narrative in a real-world context will make it more relatable and memorable.
• Include quotes and testimonials from stakeholders: This will add credibility and depth to your written case study. It also helps improve engagement and will give your written work an emotional impact.
• Use visuals and graphics to support your narrative: Humans are better at processing visually presented data than endless walls of black-on-white text. Visual aids will make it easier to grasp key concepts and make your case study more engaging and enjoyable. It breaks up the text and allows readers to identify key findings and highlights quickly.
• Edit and revise your case study for clarity and impact: As a long and involved project, it can be easy to lose your narrative while in the midst of it. Multiple rounds of editing are vital to ensure your narrative holds, that your message gets across, and that your spelling and grammar are correct, of course!

Our Final Thoughts

A written case study can be a powerful tool in your writing arsenal. It’s a great way to showcase your knowledge in a particular business vertical, industry, or situation. Not only is it an effective way to build authority and engage an audience, but also to explore an important problem and the possible solutions to it. It’s a win-win, even if the proposed solution doesn’t have the outcome you expect. So now that you know more about how to write a case study, try it or talk to us for further guidance.

Are you ready to write your own case study?

Begin by bookmarking this article, so you can come back to it. And for more writing advice and support, read our resource guides  and  blog content . If you are unsure, please reach out with questions, and we will provide the answers or assistance you need.

Categorised in: Resources

This post was written by Premier Prose

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What is an action plan? (Example and template)

May 3, 2024 - 10 min read

An action plan is a definitive checklist of tasks and resources needed to complete a project or achieve a goal. You can think of it as a visual countdown to the project delivery or a breakdown of the list of tasks needed to achieve desired results.

Now you may be thinking, “What is the purpose of an action plan vs. a to-do list ?” 

The most significant difference between action plans and to-do lists is that action plans focus on achieving a specific goal . In contrast, to-do lists are ongoing and include tasks for different goals and projects. 

Understanding this distinction, it becomes clear that action plans are powerful tools for goal setting and project execution. They help teams manage necessary resources, adhere to schedules, and track progress toward specific goals and project initiatives. 

In this article, we’ll go through the purposes of action plans, the key steps usually included in them, how you can use action plans to help your project management, and step-by-step instructions on how to put one together yourself. 

And, as a bonus, we’ll also give you information on Wrike’s prebuilt action plan template , which can jump-start your action plan process. 

What is the purpose of an action plan?

An action plan , also sometimes referred to as a plan of action , helps order project tasks in a sequential and timely manner to achieve a goal. Project managers and individuals can use action plans to achieve their work and personal project goals.

Developing an action plan clarifies the goals to be achieved, the teams and service providers to involve, and the tasks, dependencies, milestones, and resources needed to complete the project.

Working with an action plan ensures you complete every task and requirement to meet the expected standards of a project. As you develop an action plan, you identify any critical paths and dependencies. 

Keep in mind that a developed action plan isn’t set in stone, because the environment in which projects operate is often subject to change . External factors such as market conditions, economic influences, technology advancements or failures, regulatory requirements, and unexpected events can impact the execution of any plan. A dynamic document allows for flexibility and adaptability so you can adjust your strategies in response to evolving circumstances.

Why are action plans important in project management?

​​An action plan in project management is a quick and easy way to keep projects on track. Creating an action plan means you can quickly map out the resources and requirements you need and sketch a timeline to complete tasks. 

Here are several benefits of using a strategic action plan in project management:

• They’re simple and easy to set up, helping to maintain operational efficiency without taking much time.
• They declutter managers’ minds by providing a framework for structuring new projects in a sensible order.
• They clarify the objectives of the project and build consensus on how the work should be done.
• They prepare you for predictable and preventable challenges and focus your resources to achieve your main goals for the project. 
• They maximize personal and team productivity and resource allocation.
• They reduce the possibility of forgetting tasks in the project.
• They generate a goal-driven workflow, so you know what to work on throughout the project.
• They provide a way to track progress as you check tasks off the action plan as you complete them.

Action plan vs. project plan

Action plans should not be confused with project plans . Both list the tasks, resources, and timelines required to achieve a desired goal, but project plans go deeper, including details such as contingency plan action steps, risk mitigation strategies, quality assessment criteria, and stakeholder communication schedules. In contrast, action plans simply list the tasks, resources, and timelines needed to achieve a goal. 

Think of it this way: For big, complex, or long-term projects, you create a project plan first. Once your project plan is in place, an action plan helps you detail the steps and flow for allocating resources, sharing and executing tasks, and setting deadlines.

In summary, action plans and project plans differ in the following ways: 

• Complexity : Action plans are simpler than project plans. They focus solely on the tasks, resources, and timelines required to achieve a goal. Project plans include additional sections for other measures, standards, and procedures for completing a project. 
• Duration : Action plans focus on specific, short-term goals. These may be for standalone goals or part of a larger project. Project plans are more encompassing, covering longer-term objectives, which may take months or years to complete. 
• Flow : Action plans are linear, with one task following another until the goal is achieved. Project plans may have multiple phases, e.g., planning, executing, monitoring, controlling, and reviewing, with each stage containing its own distinct tasks and deliverables.

The components of an action plan

Let’s take a look at the essential components of an action plan:

• Action plan objectives: The action plan objectives serve as the main guide for the action plan, defining and communicating what the plan seeks to achieve. 
• Action plan steps: Action plan steps form the core of the action plan. They detail crucial targets and set milestones that must be completed to reach the goal. These steps divide the goal or project into manageable chunks and provide a framework for identifying tasks (action items), allocating resources, and determining timelines. 
• Action plan items: Action plan items are the nitty-gritty details of the action plan — the actual tasks to be performed. Each action plan item must be clearly defined, actionable, and understood by the team involved. 
• Action plan timeline: The action plan timeline maps out the plan schedule from start to finish. It’s crucial for setting expectations, tracking progress and performance, and ensuring the project stays on schedule. 
• Action plan resources: These are the inputs required to execute the plan, e.g., labor, time, tools, and funds. Identifying action plan resources before delving into execution helps ensure tasks are not delayed or compromised due to resource constraints. 
• Action plan matrix: The action plan matrix provides a structured layout for the strategic planning of tasks. It serves as a roadmap and helps to categorize your action steps and tasks based on priority, status, and resource allocation. This alignment helps identify any dependencies or potential bottlenecks.
• Action plan report: The action plan report provides an overview of the progress made in executing the action plan. It includes details like the tasks completed, time taken, costs incurred, resources used, and any deviations from the plan.
• Assignments: Each task should be assigned to a person, team, or group. Clear assignment of responsibility is crucial for accountability and the successful execution of any action plan.

What are the key steps of an action plan?

The main point of a plan of action is to ensure you don’t overlook critical tasks and milestones of your project. In its simplest form, developing an effective action plan entails listing tasks you need to complete and prioritizing them.

As you develop your action plan, you decide which tasks you can delegate, outsource, or delay. The steps below map out how to write a sound action plan to increase your chance of success.

Step 1: Define your goal 

Get clear on what you want to achieve with your project. Define the action plan in terms of where you are and where you want to be. If you have alternative methods to achieve your goal, assess your situation and decide the best chances of success depending on your resources.

Step 2: List tasks

Once you have your goal, list the tasks and activities you must complete to achieve it. Then order them sequentially by adding key dates and deadlines. This should include a time frame with start and end dates for each task.

Step 3: Identify critical tasks

Are there any specific steps that must be completed before others can start? These are critical time-bound tasks with dependencies. Prioritize these tasks and set realistic deadlines. If you plan to assign them to team members, be sure to let them know the dependencies and allow enough time to deliver them.

Step 4: Assign tasks

Now that the project is broken down, you can start assigning tasks. Will you be handling some yourself in addition to managing the project? Make sure you allocate time and human resources carefully — you may choose to delegate or outsource specific tasks.

Step 5: Assess and improve

At the end of each project, assess performance, analyze key performance indicators (KPIs) and metrics, and learn from mistakes or missteps to improve your action planning and project execution. If you work with a team, collect feedback and improvement suggestions from team members for better performance in the future.

Action plan best practices

Following these best practices will mean you ’ re more likely to succeed: 

• Involve your team: When working with a team, involve them early in the planning process to get their input and save time. Get team members’ work schedules before assigning tasks to avoid conflicts. Clear communication enables responsible parties to prepare for their specific project tasks.
• Set SMART goals: SMART goals are s pecific, m easurable, a ttainable, r elevant, and t imely. Ensure your action plan starts with a strong foundation by defining clear and SMART goals that add value, either as a personal project or at work.
• Make your action plans into templates: To get more benefits from your action plans, make them into templates. After assessing your action plan at the end of a completed project, make a copy of the plan and remove all project-specific details, so you’re able to use the action planning template in future projects. This minimizes the need to repeat work, saving a lot of time and reducing errors.

Who needs to write an action plan?

Action plans aren’t just for project managers — they’re handy for all sorts of professionals and individuals tackling personal or business projects. Action plans can also be used alone or with a team. When working with a team, the leader puts together the action plan with everyone’s input.

Developing an action plan helps individuals, managers, and organizations finish their projects more successfully. They’re great for getting started, keeping track of what needs to be done, and maintaining progress on any project. Remember to check off tasks as they are done, update the plans, and communicate with your team as your project progresses.

A variation of a traditional action plan is a corrective action plan. Project managers and individuals use corrective action plans when they need to fix recurring problems or deviations in a project, process, or organization, so they don’t happen again in the future.

An example of an action plan 

Action plans are quick and easy to create. It’s all about putting down what you need to accomplish your goal or project. 

Here’s a simple action plan example for a marketing team working on a new campaign:

Action plan objective: Increase brand awareness and boost product sales by 30% by the end of Q4 2023 through a localized multimedia marketing campaign.

			Jun 1, 2024	Jun 15, 2024
			Jun 16, 2024	Jul 15, 2024
			Jul 16, 2024	Jul 31, 2024
			Aug 1, 2024	Dec 31, 2024
			Jan 1, 2025	Jan 15, 2025

Other action plan examples in project management include:

• Launching a new product
• Organizing an event
• Improving customer service
• Enhancing employee training
• Expanding into new markets
• Increasing your social media following

Maximizing efficiency with action plan templates

A project action plan template is a preformatted document providing a framework to outline, execute, and track the tasks and specific actions needed to accomplish your larger goal. It streamlines the action planning process by providing a ready-to-use format you can quickly fill out to create a robust action plan. This way, you don’t waste time making one from scratch using Excel, Google Docs, or Microsoft Word. 

Wrike’s simple action plan template manages projects and goals with an intuitive interface designed to help plan and launch projects with teams of any size. This template’s features enable real-time collaboration, easy task assignments, time tracking, and reporting.

Common issues like a lack of visibility on remote workers’ assignments and confusing project priorities are mitigated with functionalities such as: 

• Organizing tasks by departments into folders, making the journey from “To Do” to “In Progress” to “Completed” smooth
• Identifying dependencies and defining the priority of tasks to determine which tasks need to be done first
• Providing a snapshot of the tasks due now and in the coming weeks, ensuring the project schedule is adhered to
• Securing sensitive data from unauthorized personnel with permissions offering various levels of access and visibility for collaborators and stakeholders

How to create an action plan with Wrike

Using project management tools helps to organize your business action plan visually and make it feel more achievable. With project management software like Wrike , you get a free action plan template included with your subscription — so you can easily input your project resources, requirements, and timelines, and track your progress throughout the project. 

As outlined above, the best way to jump-start your action plan is to use our prebuilt plan of action and milestones template . It helps you take control of your task management by providing sample folders to organize tasks, a calendar for project scheduling, and prebuilt dashboards for monitoring progress. All you have to do is add your tasks and due dates to get a complete overview of all project work. 

Our template works for all different types of action plans. You can use it as:

• A personal action plan template for personal projects
• A business action plan template to simplify project management
• A corrective action plan template to fix issues with an existing project

If you’re ready to develop action plans and track your progress while better managing your projects, you need Wrike. We make it easy to plan, execute, and ensure success, even when you’re on the go.

Click here to start your free two-week trial and kick off your action plan today.

Kelechi Udoagwu

Kelechi is a freelance writer and founder of Week of Saturdays, a platform for digital freelancers and remote workers living in Africa.

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15 Real-Life Case Study Examples & Best Practices

Written by: Oghale Olori

Case studies are more than just success stories.

They are powerful tools that demonstrate the practical value of your product or service. Case studies help attract attention to your products, build trust with potential customers and ultimately drive sales.

It’s no wonder that 73% of successful content marketers utilize case studies as part of their content strategy. Plus, buyers spend 54% of their time reviewing case studies before they make a buying decision.

To ensure you’re making the most of your case studies, we’ve put together 15 real-life case study examples to inspire you. These examples span a variety of industries and formats. We’ve also included best practices, design tips and templates to inspire you.

Let’s dive in!

Table of Contents

What is a case study, 15 real-life case study examples, sales case study examples, saas case study examples, product case study examples, marketing case study examples, business case study examples, case study faqs.

• A case study is a compelling narrative that showcases how your product or service has positively impacted a real business or individual. 
• Case studies delve into your customer's challenges, how your solution addressed them and the quantifiable results they achieved.
• Your case study should have an attention-grabbing headline, great visuals and a relevant call to action. Other key elements include an introduction, problems and result section.
• Visme provides easy-to-use tools, professionally designed templates and features for creating attractive and engaging case studies.

A case study is a real-life scenario where your company helped a person or business solve their unique challenges. It provides a detailed analysis of the positive outcomes achieved as a result of implementing your solution.

Case studies are an effective way to showcase the value of your product or service to potential customers without overt selling. By sharing how your company transformed a business, you can attract customers seeking similar solutions and results.

Case studies are not only about your company's capabilities; they are primarily about the benefits customers and clients have experienced from using your product.

Every great case study is made up of key elements. They are;

• Attention-grabbing headline: Write a compelling headline that grabs attention and tells your reader what the case study is about. For example, "How a CRM System Helped a B2B Company Increase Revenue by 225%.
• Introduction/Executive Summary: Include a brief overview of your case study, including your customer’s problem, the solution they implemented and the results they achieved.
• Problem/Challenge: Case studies with solutions offer a powerful way to connect with potential customers. In this section, explain how your product or service specifically addressed your customer's challenges.
• Solution: Explain how your product or service specifically addressed your customer's challenges.
• Results/Achievements : Give a detailed account of the positive impact of your product. Quantify the benefits achieved using metrics such as increased sales, improved efficiency, reduced costs or enhanced customer satisfaction.
• Graphics/Visuals: Include professional designs, high-quality photos and videos to make your case study more engaging and visually appealing.
• Quotes/Testimonials: Incorporate written or video quotes from your clients to boost your credibility.
• Relevant CTA: Insert a call to action (CTA) that encourages the reader to take action. For example, visiting your website or contacting you for more information. Your CTA can be a link to a landing page, a contact form or your social media handle and should be related to the product or service you highlighted in your case study.

Now that you understand what a case study is, let’s look at real-life case study examples. Among these, you'll find some simple case study examples that break down complex ideas into easily understandable solutions.

In this section, we’ll explore SaaS, marketing, sales, product and business case study examples with solutions. Take note of how these companies structured their case studies and included the key elements.

We’ve also included professionally designed case study templates to inspire you.

1. Georgia Tech Athletics Increase Season Ticket Sales by 80%

Georgia Tech Athletics, with its 8,000 football season ticket holders, sought for a way to increase efficiency and customer engagement.

Their initial sales process involved making multiple outbound phone calls per day with no real targeting or guidelines. Georgia Tech believed that targeting communications will enable them to reach more people in real time.

Salesloft improved Georgia Tech’s sales process with an inbound structure. This enabled sales reps to connect with their customers on a more targeted level. The use of dynamic fields and filters when importing lists ensured prospects received the right information, while communication with existing fans became faster with automation.

As a result, Georgia Tech Athletics recorded an 80% increase in season ticket sales as relationships with season ticket holders significantly improved. Employee engagement increased as employees became more energized to connect and communicate with fans.

Why Does This Case Study Work?

In this case study example , Salesloft utilized the key elements of a good case study. Their introduction gave an overview of their customers' challenges and the results they enjoyed after using them. After which they categorized the case study into three main sections: challenge, solution and result.

Salesloft utilized a case study video to increase engagement and invoke human connection.

Incorporating videos in your case study has a lot of benefits. Wyzol’s 2023 state of video marketing report showed a direct correlation between videos and an 87% increase in sales.

The beautiful thing is that creating videos for your case study doesn’t have to be daunting.

With an easy-to-use platform like Visme, you can create top-notch testimonial videos that will connect with your audience. Within the Visme editor, you can access over 1 million stock photos , video templates, animated graphics and more. These tools and resources will significantly improve the design and engagement of your case study.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

2. WeightWatchers Completely Revamped their Enterprise Sales Process with HubSpot

WeightWatchers, a 60-year-old wellness company, sought a CRM solution that increased the efficiency of their sales process. With their previous system, Weightwatchers had limited automation. They would copy-paste message templates from word documents or recreate one email for a batch of customers.

This required a huge effort from sales reps, account managers and leadership, as they were unable to track leads or pull customized reports for planning and growth.

WeightWatchers transformed their B2B sales strategy by leveraging HubSpot's robust marketing and sales workflows. They utilized HubSpot’s deal pipeline and automation features to streamline lead qualification. And the customized dashboard gave leadership valuable insights.

As a result, WeightWatchers generated seven figures in annual contract value and boosted recurring revenue. Hubspot’s impact resulted in 100% adoption across all sales, marketing, client success and operations teams.

Hubspot structured its case study into separate sections, demonstrating the specific benefits of their products to various aspects of the customer's business. Additionally, they integrated direct customer quotes in each section to boost credibility, resulting in a more compelling case study.

Getting insight from your customer about their challenges is one thing. But writing about their process and achievements in a concise and relatable way is another. If you find yourself constantly experiencing writer’s block, Visme’s AI writer is perfect for you.

Visme created this AI text generator tool to take your ideas and transform them into a great draft. So whether you need help writing your first draft or editing your final case study, Visme is ready for you.

3. Immi’s Ram Fam Helps to Drive Over $200k in Sales

Immi embarked on a mission to recreate healthier ramen recipes that were nutritious and delicious. After 2 years of tireless trials, Immi finally found the perfect ramen recipe. However, they envisioned a community of passionate ramen enthusiasts to fuel their business growth.

This vision propelled them to partner with Shopify Collabs. Shopify Collabs successfully cultivated and managed Immi’s Ramen community of ambassadors and creators.

As a result of their partnership, Immi’s community grew to more than 400 dedicated members, generating over $200,000 in total affiliate sales.

The power of data-driven headlines cannot be overemphasized. Chili Piper strategically incorporates quantifiable results in their headlines. This instantly sparks curiosity and interest in readers.

While not every customer success story may boast headline-grabbing figures, quantifying achievements in percentages is still effective. For example, you can highlight a 50% revenue increase with the implementation of your product.

Take a look at the beautiful case study template below. Just like in the example above, the figures in the headline instantly grab attention and entice your reader to click through.

Having a case study document is a key factor in boosting engagement. This makes it easy to promote your case study in multiple ways. With Visme, you can easily publish, download and share your case study with your customers in a variety of formats, including PDF, PPTX, JPG and more!

4. How WOW! is Saving Nearly 79% in Time and Cost With Visme

This case study discusses how Visme helped WOW! save time and money by providing user-friendly tools to create interactive and quality training materials for their employees. Find out what your team can do with Visme. Request a Demo

WOW!'s learning and development team creates high-quality training materials for new and existing employees. Previous tools and platforms they used had plain templates, little to no interactivity features, and limited flexibility—that is, until they discovered Visme.

Now, the learning and development team at WOW! use Visme to create engaging infographics, training videos, slide decks and other training materials.

This has directly reduced the company's turnover rate, saving them money spent on recruiting and training new employees. It has also saved them a significant amount of time, which they can now allocate to other important tasks.

Visme's customer testimonials spark an emotional connection with the reader, leaving a profound impact. Upon reading this case study, prospective customers will be blown away by the remarkable efficiency achieved by Visme's clients after switching from PowerPoint.

Visme’s interactivity feature was a game changer for WOW! and one of the primary reasons they chose Visme.

“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.” - Kendra, L&D team, Wow!

Visme’s interactive feature allowed them to animate their infographics, include clickable links on their PowerPoint designs and even embed polls and quizzes their employees could interact with.

By embedding the slide decks, infographics and other training materials WOW! created with Visme, potential customers get a taste of what they can create with the tool. This is much more effective than describing the features of Visme because it allows potential customers to see the tool in action.

To top it all off, this case study utilized relevant data and figures. For example, one part of the case study said, “In Visme, where Kendra’s team has access to hundreds of templates, a brand kit, and millions of design assets at their disposal, their team can create presentations in 80% less time.”

Who wouldn't want that?

Including relevant figures and graphics in your case study is a sure way to convince your potential customers why you’re a great fit for their brand. The case study template below is a great example of integrating relevant figures and data.

This colorful template begins with a captivating headline. But that is not the best part; this template extensively showcases the results their customer had using relevant figures.

The arrangement of the results makes it fun and attractive. Instead of just putting figures in a plain table, you can find interesting shapes in your Visme editor to take your case study to the next level.

5. Lyte Reduces Customer Churn To Just 3% With Hubspot CRM

While Lyte was redefining the ticketing industry, it had no definite CRM system . Lyte utilized 12–15 different SaaS solutions across various departments, which led to a lack of alignment between teams, duplication of work and overlapping tasks.

Customer data was spread across these platforms, making it difficult to effectively track their customer journey. As a result, their churn rate increased along with customer dissatisfaction.

Through Fuelius , Lyte founded and implemented Hubspot CRM. Lyte's productivity skyrocketed after incorporating Hubspot's all-in-one CRM tool. With improved efficiency, better teamwork and stronger client relationships, sales figures soared.

The case study title page and executive summary act as compelling entry points for both existing and potential customers. This overview provides a clear understanding of the case study and also strategically incorporates key details like the client's industry, location and relevant background information.

Having a good summary of your case study can prompt your readers to engage further. You can achieve this with a simple but effective case study one-pager that highlights your customer’s problems, process and achievements, just like this case study did in the beginning.

Moreover, you can easily distribute your case study one-pager and use it as a lead magnet to draw prospective customers to your company.

Take a look at this case study one-pager template below.

This template includes key aspects of your case study, such as the introduction, key findings, conclusion and more, without overcrowding the page. The use of multiple shades of blue gives it a clean and dynamic layout.

Our favorite part of this template is where the age group is visualized.

With Visme’s data visualization tool , you can present your data in tables, graphs, progress bars, maps and so much more. All you need to do is choose your preferred data visualization widget, input or import your data and click enter!

6. How Workato Converts 75% of Their Qualified Leads

Workato wanted to improve their inbound leads and increase their conversion rate, which ranged from 40-55%.

At first, Workato searched for a simple scheduling tool. They soon discovered that they needed a tool that provided advanced routing capabilities based on zip code and other criteria. Luckily, they found and implemented Chili Piper.

As a result of implementing Chili Piper, Workato achieved a remarkable 75–80% conversion rate and improved show rates. This led to a substantial revenue boost, with a 10-15% increase in revenue attributed to Chili Piper's impact on lead conversion.

This case study example utilizes the power of video testimonials to drive the impact of their product.

Chili Piper incorporates screenshots and clips of their tool in use. This is a great strategy because it helps your viewers become familiar with how your product works, making onboarding new customers much easier.

In this case study example, we see the importance of efficient Workflow Management Systems (WMS). Without a WMS, you manually assign tasks to your team members and engage in multiple emails for regular updates on progress.

However, when crafting and designing your case study, you should prioritize having a good WMS.

Visme has an outstanding Workflow Management System feature that keeps you on top of all your projects and designs. This feature makes it much easier to assign roles, ensure accuracy across documents, and track progress and deadlines.

Visme’s WMS feature allows you to limit access to your entire document by assigning specific slides or pages to individual members of your team. At the end of the day, your team members are not overwhelmed or distracted by the whole document but can focus on their tasks.

7. Rush Order Helps Vogmask Scale-Up During a Pandemic

Vomask's reliance on third-party fulfillment companies became a challenge as demand for their masks grew. Seeking a reliable fulfillment partner, they found Rush Order and entrusted them with their entire inventory.

Vomask's partnership with Rush Order proved to be a lifesaver during the COVID-19 pandemic. Rush Order's agility, efficiency and commitment to customer satisfaction helped Vogmask navigate the unprecedented demand and maintain its reputation for quality and service.

Rush Order’s comprehensive support enabled Vogmask to scale up its order processing by a staggering 900% while maintaining a remarkable customer satisfaction rate of 92%.

Rush Order chose one event where their impact mattered the most to their customer and shared that story.

While pandemics don't happen every day, you can look through your customer’s journey and highlight a specific time or scenario where your product or service saved their business.

The story of Vogmask and Rush Order is compelling, but it simply is not enough. The case study format and design attract readers' attention and make them want to know more. Rush Order uses consistent colors throughout the case study, starting with the logo, bold square blocks, pictures, and even headers.

Take a look at this product case study template below.

Just like our example, this case study template utilizes bold colors and large squares to attract and maintain the reader’s attention. It provides enough room for you to write about your customers' backgrounds/introductions, challenges, goals and results.

The right combination of shapes and colors adds a level of professionalism to this case study template.

8. AMR Hair & Beauty leverages B2B functionality to boost sales by 200%

With limits on website customization, slow page loading and multiple website crashes during peak events, it wasn't long before AMR Hair & Beauty began looking for a new e-commerce solution.

Their existing platform lacked effective search and filtering options, a seamless checkout process and the data analytics capabilities needed for informed decision-making. This led to a significant number of abandoned carts.

Upon switching to Shopify Plus, AMR immediately saw improvements in page loading speed and average session duration. They added better search and filtering options for their wholesale customers and customized their checkout process.

Due to this, AMR witnessed a 200% increase in sales and a 77% rise in B2B average order value. AMR Hair & Beauty is now poised for further expansion and growth.

This case study example showcases the power of a concise and impactful narrative.

To make their case analysis more effective, Shopify focused on the most relevant aspects of the customer's journey. While there may have been other challenges the customer faced, they only included those that directly related to their solutions.

Take a look at this case study template below. It is perfect if you want to create a concise but effective case study. Without including unnecessary details, you can outline the challenges, solutions and results your customers experienced from using your product.

Don’t forget to include a strong CTA within your case study. By incorporating a link, sidebar pop-up or an exit pop-up into your case study, you can prompt your readers and prospective clients to connect with you.

9. How a Marketing Agency Uses Visme to Create Engaging Content With Infographics

SmartBox Dental , a marketing agency specializing in dental practices, sought ways to make dental advice more interesting and easier to read. However, they lacked the design skills to do so effectively.

Visme's wide range of templates and features made it easy for the team to create high-quality content quickly and efficiently. SmartBox Dental enjoyed creating infographics in as little as 10-15 minutes, compared to one hour before Visme was implemented.

By leveraging Visme, SmartBox Dental successfully transformed dental content into a more enjoyable and informative experience for their clients' patients. Therefore enhancing its reputation as a marketing partner that goes the extra mile to deliver value to its clients.

Visme creatively incorporates testimonials In this case study example.

By showcasing infographics and designs created by their clients, they leverage the power of social proof in a visually compelling way. This way, potential customers gain immediate insight into the creative possibilities Visme offers as a design tool.

This example effectively showcases a product's versatility and impact, and we can learn a lot about writing a case study from it. Instead of focusing on one tool or feature per customer, Visme took a more comprehensive approach.

Within each section of their case study, Visme explained how a particular tool or feature played a key role in solving the customer's challenges.

For example, this case study highlighted Visme’s collaboration tool . With Visme’s tool, the SmartBox Dental content team fostered teamwork, accountability and effective supervision.

Visme also achieved a versatile case study by including relevant quotes to showcase each tool or feature. Take a look at some examples;

Visme’s collaboration tool: “We really like the collaboration tool. Being able to see what a co-worker is working on and borrow their ideas or collaborate on a project to make sure we get the best end result really helps us out.”

Visme’s library of stock photos and animated characters: “I really love the images and the look those give to an infographic. I also really like the animated little guys and the animated pictures. That’s added a lot of fun to our designs.”

Visme’s interactivity feature: “You can add URLs and phone number links directly into the infographic so they can just click and call or go to another page on the website and I really like adding those hyperlinks in.”

You can ask your customers to talk about the different products or features that helped them achieve their business success and draw quotes from each one.

10. Jasper Grows Blog Organic Sessions 810% and Blog-Attributed User Signups 400X

Jasper, an AI writing tool, lacked a scalable content strategy to drive organic traffic and user growth. They needed help creating content that converted visitors into users. Especially when a looming domain migration threatened organic traffic.

To address these challenges, Jasper partnered with Omniscient Digital. Their goal was to turn their content into a growth channel and drive organic growth. Omniscient Digital developed a full content strategy for Jasper AI, which included a content audit, competitive analysis, and keyword discovery.

Through their collaboration, Jasper’s organic blog sessions increased by 810%, despite the domain migration. They also witnessed a 400X increase in blog-attributed signups. And more importantly, the content program contributed to over $4 million in annual recurring revenue.

The combination of storytelling and video testimonials within the case study example makes this a real winner. But there’s a twist to it. Omniscient segmented the video testimonials and placed them in different sections of the case study.

Video marketing , especially in case studies, works wonders. Research shows us that 42% of people prefer video testimonials because they show real customers with real success stories. So if you haven't thought of it before, incorporate video testimonials into your case study.

Take a look at this stunning video testimonial template. With its simple design, you can input the picture, name and quote of your customer within your case study in a fun and engaging way.

Try it yourself! Customize this template with your customer’s testimonial and add it to your case study!

11. How Meliá Became One of the Most Influential Hotel Chains on Social Media

Meliá Hotels needed help managing their growing social media customer service needs. Despite having over 500 social accounts, they lacked a unified response protocol and detailed reporting. This largely hindered efficiency and brand consistency.

Meliá partnered with Hootsuite to build an in-house social customer care team. Implementing Hootsuite's tools enabled Meliá to decrease response times from 24 hours to 12.4 hours while also leveraging smart automation.

In addition to that, Meliá resolved over 133,000 conversations, booking 330 inquiries per week through Hootsuite Inbox. They significantly improved brand consistency, response time and customer satisfaction.

The need for a good case study design cannot be over-emphasized.

As soon as anyone lands on this case study example, they are mesmerized by a beautiful case study design. This alone raises the interest of readers and keeps them engaged till the end.

If you’re currently saying to yourself, “ I can write great case studies, but I don’t have the time or skill to turn it into a beautiful document.” Say no more.

Visme’s amazing AI document generator can take your text and transform it into a stunning and professional document in minutes! Not only do you save time, but you also get inspired by the design.

With Visme’s document generator, you can create PDFs, case study presentations , infographics and more!

Take a look at this case study template below. Just like our case study example, it captures readers' attention with its beautiful design. Its dynamic blend of colors and fonts helps to segment each element of the case study beautifully.

12. Tea’s Me Cafe: Tamika Catchings is Brewing Glory

Tamika's journey began when she purchased Tea's Me Cafe in 2017, saving it from closure. She recognized the potential of the cafe as a community hub and hosted regular events centered on social issues and youth empowerment.

One of Tamika’s business goals was to automate her business. She sought to streamline business processes across various aspects of her business. One of the ways she achieves this goal is through Constant Contact.

Constant Contact became an integral part of Tamika's marketing strategy. They provided an automated and centralized platform for managing email newsletters, event registrations, social media scheduling and more.

This allowed Tamika and her team to collaborate efficiently and focus on engaging with their audience. They effectively utilized features like WooCommerce integration, text-to-join and the survey builder to grow their email list, segment their audience and gather valuable feedback.

The case study example utilizes the power of storytelling to form a connection with readers. Constant Contact takes a humble approach in this case study. They spotlight their customers' efforts as the reason for their achievements and growth, establishing trust and credibility.

This case study is also visually appealing, filled with high-quality photos of their customer. While this is a great way to foster originality, it can prove challenging if your customer sends you blurry or low-quality photos.

If you find yourself in that dilemma, you can use Visme’s AI image edit tool to touch up your photos. With Visme’s AI tool, you can remove unwanted backgrounds, erase unwanted objects, unblur low-quality pictures and upscale any photo without losing the quality.

Constant Contact offers its readers various formats to engage with their case study. Including an audio podcast and PDF.

In its PDF version, Constant Contact utilized its brand colors to create a stunning case study design.  With this, they increase brand awareness and, in turn, brand recognition with anyone who comes across their case study.

With Visme’s brand wizard tool , you can seamlessly incorporate your brand assets into any design or document you create. By inputting your URL, Visme’s AI integration will take note of your brand colors, brand fonts and more and create branded templates for you automatically.

You don't need to worry about spending hours customizing templates to fit your brand anymore. You can focus on writing amazing case studies that promote your company.

13. How Breakwater Kitchens Achieved a 7% Growth in Sales With Thryv

Breakwater Kitchens struggled with managing their business operations efficiently. They spent a lot of time on manual tasks, such as scheduling appointments and managing client communication. This made it difficult for them to grow their business and provide the best possible service to their customers.

David, the owner, discovered Thryv. With Thryv, Breakwater Kitchens was able to automate many of their manual tasks. Additionally, Thryv integrated social media management. This enabled Breakwater Kitchens to deliver a consistent brand message, captivate its audience and foster online growth.

As a result, Breakwater Kitchens achieved increased efficiency, reduced missed appointments and a 7% growth in sales.

This case study example uses a concise format and strong verbs, which make it easy for readers to absorb the information.

At the top of the case study, Thryv immediately builds trust by presenting their customer's complete profile, including their name, company details and website. This allows potential customers to verify the case study's legitimacy, making them more likely to believe in Thryv's services.

However, manually copying and pasting customer information across multiple pages of your case study can be time-consuming.

To save time and effort, you can utilize Visme's dynamic field feature . Dynamic fields automatically insert reusable information into your designs.  So you don’t have to type it out multiple times.

14. Zoom’s Creative Team Saves Over 4,000 Hours With Brandfolder

Zoom experienced rapid growth with the advent of remote work and the rise of the COVID-19 pandemic. Such growth called for agility and resilience to scale through.

At the time, Zoom’s assets were disorganized which made retrieving brand information a burden. Zoom’s creative manager spent no less than 10 hours per week finding and retrieving brand assets for internal teams.

Zoom needed a more sustainable approach to organizing and retrieving brand information and came across Brandfolder. Brandfolder simplified and accelerated Zoom’s email localization and webpage development. It also enhanced the creation and storage of Zoom virtual backgrounds.

With Brandfolder, Zoom now saves 4,000+ hours every year. The company also centralized its assets in Brandfolder, which allowed 6,800+ employees and 20-30 vendors to quickly access them.

Brandfolder infused its case study with compelling data and backed it up with verifiable sources. This data-driven approach boosts credibility and increases the impact of their story.

Bradfolder's case study goes the extra mile by providing a downloadable PDF version, making it convenient for readers to access the information on their own time. Their dedication to crafting stunning visuals is evident in every aspect of the project.

From the vibrant colors to the seamless navigation, everything has been meticulously designed to leave a lasting impression on the viewer. And with clickable links that make exploring the content a breeze, the user experience is guaranteed to be nothing short of exceptional.

The thing is, your case study presentation won’t always sit on your website. There are instances where you may need to do a case study presentation for clients, partners or potential investors.

Visme has a rich library of templates you can tap into. But if you’re racing against the clock, Visme’s AI presentation maker is your best ally.

15. How Cents of Style Made $1.7M+ in Affiliate Sales with LeadDyno

Cents of Style had a successful affiliate and influencer marketing strategy. However, their existing affiliate marketing platform was not intuitive, customizable or transparent enough to meet the needs of their influencers.

Cents of Styles needed an easy-to-use affiliate marketing platform that gave them more freedom to customize their program and implement a multi-tier commission program.

After exploring their options, Cents of Style decided on LeadDyno.

LeadDyno provided more flexibility, allowing them to customize commission rates and implement their multi-tier commission structure, switching from monthly to weekly payouts.

Also, integrations with PayPal made payments smoother And features like newsletters and leaderboards added to the platform's success by keeping things transparent and engaging.

As a result, Cents of Style witnessed an impressive $1.7 million in revenue from affiliate sales with a substantial increase in web sales by 80%.

LeadDyno strategically placed a compelling CTA in the middle of their case study layout, maximizing its impact. At this point, readers are already invested in the customer's story and may be considering implementing similar strategies.

A well-placed CTA offers them a direct path to learn more and take action.

LeadDyno also utilized the power of quotes to strengthen their case study. They didn't just embed these quotes seamlessly into the text; instead, they emphasized each one with distinct blocks.

Are you looking for an easier and quicker solution to create a case study and other business documents? Try Visme's AI designer ! This powerful tool allows you to generate complete documents, such as case studies, reports, whitepapers and more, just by providing text prompts. Simply explain your requirements to the tool, and it will produce the document for you, complete with text, images, design assets and more.

Still have more questions about case studies? Let's look at some frequently asked questions.

How to Write a Case Study?

• Choose a compelling story: Not all case studies are created equal. Pick one that is relevant to your target audience and demonstrates the specific benefits of your product or service.
• Outline your case study: Create a case study outline and highlight how you will structure your case study to include the introduction, problem, solution and achievements of your customer.
• Choose a case study template: After you outline your case study, choose a case study template . Visme has stunning templates that can inspire your case study design.
• Craft a compelling headline: Include figures or percentages that draw attention to your case study.
• Work on the first draft: Your case study should be easy to read and understand. Use clear and concise language and avoid jargon.
• Include high-quality visual aids: Visuals can help to make your case study more engaging and easier to read. Consider adding high-quality photos, screenshots or videos.
• Include a relevant CTA: Tell prospective customers how to reach you for questions or sign-ups.

What Are the Stages of a Case Study?

The stages of a case study are;

• Planning & Preparation: Highlight your goals for writing the case study. Plan the case study format, length and audience you wish to target.
• Interview the Client: Reach out to the company you want to showcase and ask relevant questions about their journey and achievements.
• Revision & Editing: Review your case study and ask for feedback. Include relevant quotes and CTAs to your case study.
• Publication & Distribution: Publish and share your case study on your website, social media channels and email list!
• Marketing & Repurposing: Turn your case study into a podcast, PDF, case study presentation and more. Share these materials with your sales and marketing team.

What Are the Advantages and Disadvantages of a Case Study?

Advantages of a case study:

• Case studies showcase a specific solution and outcome for specific customer challenges.
• It attracts potential customers with similar challenges.
• It builds trust and credibility with potential customers.
• It provides an in-depth analysis of your company’s problem-solving process.

Disadvantages of a case study:

• Limited applicability. Case studies are tailored to specific cases and may not apply to other businesses.
• It relies heavily on customer cooperation and willingness to share information.
• It stands a risk of becoming outdated as industries and customer needs evolve.

What Are the Types of Case Studies?

There are 7 main types of case studies. They include;

• Illustrative case study.
• Instrumental case study.
• Intrinsic case study.
• Descriptive case study.
• Explanatory case study.
• Exploratory case study.
• Collective case study.

How Long Should a Case Study Be?

The ideal length of your case study is between 500 - 1500 words or 1-3 pages. Certain factors like your target audience, goal or the amount of detail you want to share may influence the length of your case study. This infographic has powerful tips for designing winning case studies

What Is the Difference Between a Case Study and an Example?

Case studies provide a detailed narrative of how your product or service was used to solve a problem. Examples are general illustrations and are not necessarily real-life scenarios.

Case studies are often used for marketing purposes, attracting potential customers and building trust. Examples, on the other hand, are primarily used to simplify or clarify complex concepts.

Where Can I Find Case Study Examples?

You can easily find many case study examples online and in industry publications. Many companies, including Visme, share case studies on their websites to showcase how their products or services have helped clients achieve success. You can also search online libraries and professional organizations for case studies related to your specific industry or field.

If you need professionally-designed, customizable case study templates to create your own, Visme's template library is one of the best places to look. These templates include all the essential sections of a case study and high-quality content to help you create case studies that position your business as an industry leader.

Get More Out Of Your Case Studies With Visme

Case studies are an essential tool for converting potential customers into paying customers. By following the tips in this article, you can create compelling case studies that will help you build trust, establish credibility and drive sales.

Visme can help you create stunning case studies and other relevant marketing materials. With our easy-to-use platform, interactive features and analytics tools , you can increase your content creation game in no time.

There is no limit to what you can achieve with Visme. Connect with Sales to discover how Visme can boost your business goals.

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About the Author

5 Steps for Writing a Case Study for Business (+Templates)

Get professional tips for writing a case study that drives business impact. Learn the best format and research method to use alongside examples & templates.

John McTale

7 minute read

SHORT ANSWER

What is a case study.

• Open with an introductory overview
• Explain the problem in question
• Detail the solutions that solved the problem
• Refer to key results
• Finish with recommendations and next steps

Why you need a case study

“I climbed Mount Everest and I did it all by myself.” “Yeah mate, pics or it didn’t happen.” The same logic applies to case studies. In business, it’s “case studies or it didn’t happen.” A well-written case study legitimizes your product or services. It proves the impact your actions have on the bottom line and is the single most important element of building trust amongst prospective clients. But… How do you write a *perfect* case study? One that engages readers and makes them care about your offering and excited to work with you?

In business, a case study , or customer success story, is a marketing tool that showcases how your product or service helped clients overcome business challenges. It uses statistics, quotes, and specific examples to convincingly highlight your ability to produce results.

What is the purpose of a case study?

The purpose of a case study, usually, is to provide your prospective clients with specific examples of how your products or services can help solve business problems they might be facing.

Case studies legitimize your business activities allowing you to go beyond explaining what you do and focus on how well you do it. (And, in case you were wondering just HOW important case studies are, here’s an item of data to ponder: according to a DemandGen report , 78% of B2B buyers want to review case studies before making a purchase decision. Another study by Uplift found that at the end of 2023, f or the third year in a row, marketers ranked case studies the #1 most effective marketing tactic to increase sales—ahead of general website content, SEO, blog posts, social media, paid ads and other tactics. )

There’s no magic behind it. Just a proven, simple formula I’m about to share with you. Spend the next 7 minutes reading this guide and you’ll learn how to write case studies better than any case study you’ve created in the past. Important caveat: this article explains how to write a case study for business purposes. If you’re interested in writing research case studies for academia, refer to this excellent guide by University of Southern California. If, in turn, you’re struggling with putting together a medical case study, here’s a fantastic 101 by the BMJ . I’m not going to pretend I know better than these guys do.

For your reference, here’s an example of our very own case study, showing how, at Storydoc, we helped the Spot company boost some of their key metrics: Learn How Spot by NetApp boosted their conversion rates 2x.

Spot's team used this deck to boost their conversion 2x

By drawing the bigger picture even deep-tech software products can be easily explained.

Browse interactive case study templates

No matter how great the contents of your case study might be, if you fail to present it in an eye-pleasing way, most likely, no one will really read it. The good news? I’ve put together a gallery of the most professional, attention-grabbing case study templates available online. You can find it here: Case Study Templates & Design Tips Or, take a shortcut to great case study design and use our presentation maker . Have a look below to see what your case study might look like.

And now, let’s get to the case study 101. (If you’re only interested in a specific section of a case study, simply click on a jump-to link in the table of contents below.

Here's how to write a case study:

1. Open with an introductory overview

The last thing you want is for someone to open your case study, give it a quick glance, and decide to skip. See— People don’t usually read case studies. At least not immediately. First, they skim the contents to see if the subject is relevant enough. How to make sure your case study sticks? At the beginning, place an introductory overview (also called an “executive summary”). Provide an overview of the whole case. It’s not supposed to be a catchy intro but a full synopsis, detailing the problem at hand, your assumptions, the solutions implemented, and the results achieved.

How to write a case study introduction?

Introduce the purpose of the case study—specify exactly what you were aiming to achieve.

Define the problem or the most significant challenge. For instance, low conversion rates, a technological issue or high costs. (It could also be a combination of such factors!)

Explain briefly what the solution to the problem was.

Share the most important results your actions produced. Don’t go into too much detail, a few key points will do. It’s best if you can quantify the results: numbers pop!

Keep it short. Usually, 2–4 paragraphs + a few bullet points with key results will do.

While, as its name implies, this section comes at the beginning of your case study, write it last. First, craft the rest of your document, then pick the most important bits and compile them into the introductory overview.

2. Explain the problem in question

“Adam caught a flat tire. In the middle of the desert. He had no spare, no signal, no food, and only enough water to keep him alive for 48 hours.” Oh dear, poor Adam! What could possibly be done to help him?! See, in your case study, make the client seem like Adam so that, later on, you can paint your company like the miraculous savior. Of course, I’m exaggerating, but only so much. The purpose of the “problem” section in a case study is to arouse emotions from the readers. Ideally, in such a way that they can picture themselves as Adam. Highlight a problem your product or services solve and present an example of when that problem was troubling a client really badly.

How to write a “problem” section in a case study?

In a single sentence, describe your customer’s business challenges and objectives.

Explain the problem your customer faced that prevented them from achieving those objectives prior to working with you.

If that was the case, mention other solutions your client experimented with that didn’t work out and explain why.

Make it clear how the issue or problem impacted the client’s business results so that it’s easy to understand why a solution was badly needed.

3. Detail the solutions implemented to solve the problem

Here comes the moment to toot your own horn a bit (and also that moment when you can get slightly technical). Present your solutions in reference to the issue your client was dealing with and make it obvious that those are easily replicable for all future cases. Of course, the exact formula for this section will depend on your industry and mode of operation. Sometimes a 2–3 paragraph summary will be enough, in other cases, you’ll need to include more detailed technical specs regarding the solution you implemented.

How to write a solutions section in a case study?

Focus on your customer’s experience in using your product or services.

Explain the process: say how long it took to get the solution up and running and what teams on your customer’s end were involved.

Highlight the features of your product or service that turned out to be the most beneficial to your customer.

If possible, attach or link to relevant assets that will work as real-life examples of your solution (unless, of course, the information is highly sensitive).

Always run your case study by your client’s marketing team before you go live. Even if you’re using direct quotes or verifiable results, it’s ultimately their decision whether or not to make certain information freely available.

4. Refer to key results

In business, nothing speaks louder than ROI and you know it. Prospective customers reading your case study won’t be bothered to take notice of your state-of-the-art technology or innovative approach. Neither will they care about your past customers’ happiness. What they want to know is this: Will that help me save or make money? When writing a case study, your job is to present results in a way that answers the above question with a resounding YES. You need to make it blatantly obvious that your solutions heavily impact the bottom line of the client in question and that such results are easily replicable.

Here’s how to write about results:

In a few bullet points, list numerical results your solution delivered to the client.

Ideally, you’ll want to include revenue-related data: increase in clients’ base, more demos booked, higher conversion rates, or optimized pricing.

If you can’t (or aren’t allowed to) share hard sales numbers, refer to softer KPIs: time saved, customer happiness scores, expanding the community, or enhancing brand visibility.

If possible, by all means include quotes from your client. Results should speak for themselves, obviously, but showing the real human whose problems you solved makes for a much more powerful narrative. Plus, it further adds credibility to the case study. Start by preparing a list of powerful case study questions to guide your client interviews.8

5. Finish with recommendations and next steps

Everyone enjoys a solid epilogue. To end on a high note, include a list of key findings from your case study. Even if a given reader won’t decide to get in touch with you, at least you’ll provide them with a valuable source of knowledge—sometimes that’s enough to keep your company top of mind in the future. Plus, if you’re planning to continue working with the subject of your case study, definitely mention that! It shows that your support is valuable enough to warrant long-term collaboration, not just a one-off endeavor. Now, not every case study requires a call to action (especially if your main purpose is to inform and educate rather than convert, which is okay, too), but for those more commercially-oriented ones, do add it. Make your CTA singular and clear —if the most desired action is to reach out to you, leave your contact details, if you’d rather direct prospects to a landing page or a welcome screen, add a button.

And that’s a wrap!

Here are the key points to keep in mind when writing a case study:

Put an introductory overview at the beginning.

Present the problem you were solving and your exact solutions to that problem.

Include numerical, verifiable results your product or services delivered for the client.

Explain what the next steps are, especially if you plan to continue working with the client.

Finish with a strong, clear CTA, making it easy for prospects to reach out to you.

Thanks for reading the guide. Keeping my fingers crossed for your case study and wishing many successful cases so that you’ll always have something to write about.

Hi, I'm John, Editor-in-chief at Storydoc. As a content marketer and digital writer specializing in B2B SaaS, my main goal is to provide you with up-to-date tips for effective business storytelling and equip you with all the right tools to enable your sales efforts.

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10 Case Study Examples to Inspire Your Marketing Efforts

Sudarshan Somanathan

Head of Content

June 20, 2024

When your prospects are nearing a decision in their buyer’s journey, a strong case study can sway them your way. After all, everyone, even corporate decision-makers, loves a good story.

That’s why having satisfied customers showcase your strengths is more impactful than any self-promotion. It boosts credibility and earns you valuable recognition when potential customers come across these case studies.

No matter what you offer, case studies work because they build trust. They showcase real-life success stories , their detailed analysis proving your expertise and the quality of your products or services. 

That’s why they’re crucial for organizational growth.

Intrigued? Read on to explore the different types of case studies, their practical applications, and some marketing case study examples. 

By the end of this blog post, you will also have learned how to write a case study using a case study template. ✍️

Understanding Case Studies 

1. illustrative case studies, 2. exploratory case studies, 3. descriptive case studies, 4. cumulative case studies, 5. critical instance case studies, 6. instrumental case studies, 1. lucanet and hubspot, 2. cartoon network and clickup , 3. callingly and zapier , 4. philips and github , 5. google ads and samsung, 6. movingwaldo and mailchimp, 7. shutterstock and workday, 8. pidilite and salesforce , 9. sentinelone and storylane , 10. benchling and airtable , stage 1: research and preparation, stage 2: producing the case study, use the clickup case study template.

A case study is a detailed study of how your product or service has helped past customers. 

It acts as a track record of your company’s association with past customers and an insight into how they benefitted from your product offerings.

You can think of case studies as story-telling based on real-world data and results. 

Potential customers trust them because of their attention to detail in describing exactly how you delivered results for past customers. And if the past customer is someone they know or identify with, acquiring their trust is far easier.

According to the Content Marketing Institute, 73% of marketers use case studies , as they are proven tactics to drive sales. 

These studies are tailored to various industries, from business and marketing to psychology, technology, and healthcare. 

Creating compelling business case studies requires precision and clarity, like drafting a professional document. That’s where creative brief templates come in handy. They provide a structured framework to outline key details and create case study examples that resonate with your target audience.

Types of Case Studies 

Knowing the distinct kinds of case studies will help you use the best combination to influence your potential customers. We’ll also cover a few case study examples later on so you can see the different ways in which you or your marketing team can create your own case studies.

While one type of case study may help customers solve a business problem through a product/solution, others may be more suited for studying a specific event or business phenomenon. 

Let’s explore the commonly used types and case study examples.

Illustrative case studies describe a particular situation, phenomenon, or event. They use two or more instances to show just what a situation is like . The aim is to provide context, make the unfamiliar more accessible, and provide a real-world context for abstract concepts or theories.

For instance, SaaS case study examples highlight how a software solution significantly improved a client’s sales and efficiency.

Lids, a leading sports apparel retailer, has experienced rapid growth in recent years. To manage this growth effectively, Lids implemented ClickUp , a project management platform, to expedite workflows, save time, streamline administration, and improve results.

With ClickUp, our teams are more collaborative, efficient and we’re all more on-top of our work. It has made the way we work so much better.

The case study demonstrates how integrating a robust project management platform like ClickUp can streamline operations, enhance efficiency, and support substantial organizational growth.

Exploratory case studies are conducted before a large-scale investigation to help pinpoint research questions and methods for a more extensive study. 

These are often used when there is limited prior knowledge or existing theories about the subject. They are more frequently employed in social science disciplines.

For example, a research case study investigates the link between mental health disorders and social media usage in younger populations.

Researchers conducted a systematic review focusing on the impact of social media use on mental health . The study aimed to provide insights for future mental health strategies by analyzing the relationship between social media use and mental health outcomes. 

Utilizing research plan templates can help structure such investigations, ensuring an in-depth analysis and data collection and analysis efficiency.

A descriptive case study starts with a descriptive theory as a foundation. It then attempts to find connections between the subject of discussion and the theory. These case studies rely on detailed qualitative data analysis to develop an argument.

Let’s consider a descriptive case study example on the usage of technology in classrooms focused on an elementary school in a suburban district during the 2011-2012 academic year.

This compelling case study highlights the importance of detailed, qualitative data in developing its argument.

A cumulative case study collects information from various sources to summarize past studies without increasing costs or time. It aims to aggregate data from multiple sources to draw broader conclusions.

For example, a case study on the impact of climate change on the Indian coastline aggregates data from various sources to provide a comprehensive summary of past research. 

It highlights that climate change and climate variability pose significant challenges to this ecosystem.

Critical instance case studies focus on a unique or critical event to learn more about its causes and consequences. They are often used to investigate rare or significant events.

For instance, Blackboard utilized Amazon EC2 Spot Instances to scale its virtual classroom solution amidst the COVID-19 pandemic. 

This case study demonstrates how Blackboard effectively managed a staggering 4,800% surge in video conferencing usage while optimizing costs and enhancing performance.

Instrumental case studies use a specific case to generate insights into a broader issue or to refine a theoretical explanation. They are more frequently used to explore complex concepts or theories.

The story of Accenture’s Global SAP System serves as an instrumental case study example. 

It uses Accenture’s journey to create a unified SAP system to generate strategic insights into broader issues related to aligning business and IT strategies, standardizing business processes, and establishing global governance structures.

10 Case Study Examples for Different Use Cases 

Exploring a variety of case study examples can help you understand the nuances of their formatting, data presentation, and brand positioning. Here are ten case study examples to inspire you.

LucaNet is an international finance company that provides performance management solutions. With a global customer base, it wanted to opt for automated, personalized marketing in addition to handling complex lead management. 

HubSpot helped LucaNet automate its global marketing operations and bring all customer data into a centralized hub.

What do we like best about this case study presentation? HubSpot immediately showcases its key achievements at the top and provides compelling data on time savings, lead generation, and increase in MQLs.

✔️Takeaway : Highlight your measurable impact to showcase your ability to deliver tangible outcomes.

Cartoon Network’s social media team struggled with managing complicated workflows across different project management tools. 

ClickUp provided them with a unified platform to execute their social media management needs and ensure all team members are on the same page.

ClickUp’s case study of Cartoon Network is a good example of the appropriate use of supporting visuals. Rather than simply stating that ClickUp’s flexible views improved Cartoon Network’s project management, it demonstrates them in practical use.

✔️Takeaway : Create separate sections highlighting your client’s problem and the benefits offered by your solution in bullet points. The usage of supporting visuals is a major plus.

Callingly noticed that Zapier customers tend to get more value from their platform. To capitalize on this, they wanted to educate their customers on how to use Zapier effectively. 

Callingly embedded Zapier into its app, allowing customers to discover, create, and edit Zaps directly within the platform. This integration aims to give customers more control over their workflows and automate tasks seamlessly.

The integration makes it easier for customers to discover and use Zapier, reducing the need for customers to switch between platforms or manually set up Zaps.

This makes for one of the brilliant business case study examples, thoughtfully capturing how the company helped Callingly through compelling video demonstrations.

Their ‘why’ and ‘how’ sections are particularly impressive.

✔️Takeaway : Use impactful videos to engage users and educate customers on how your product works and help clients achieve impressive results.

GitHub’s case study of Philips concisely lists the customer’s problems, solutions, and products right on top for readers prone to TL; DR. It introduces the customer before presenting figures on how collaborating with GitHub helps Philips centralize their codebase. 

You’ll also find excerpts from conversations with several Philips employees, including the principal engineer and the program director, who elaborate on their need for software and how GitHub assisted. 

This case study example isn’t limited to products and solutions—it’s about listening to customers and providing real-world value.

✔️Takeaway : Having a well-written case study summary helps. Real conversations with customers and end-users can add interesting detail and value to otherwise serious (and sometimes boring) textual documents.

Google’s case study of Samsung is well-documented. It elaborately covers how Samsung utilized Performance Max, a goal-based campaign that lets advertisers access their advertising campaign across all of Google’s products from a single interface. 

What we like about the case study example is how it is a potential guide for newer businesses to experiment with Performance Max for their own ad campaigns.  

As with all of Google’s UI, the case study is minimalistic and straightforward. Yet, it leaves you wanting to experiment and try things out yourself.

✔️Takeaway : A good case study and a how-to guide don’t always need to be different. Great case studies don’t just make a point; they compel readers to take action and see the results for themselves.

Mailchimp’s case study is a detailed report on how MovingWaldo leveraged features like email and marketing automation, segmentation, A/B testing, and email marketing. It addresses the ‘how’, ‘why’, and ‘when.’ 

The case study page provides specific dates detailing when MovingWaldo implemented solutions and began observing their impact. They have also posted a short video describing the process, which breaks the monotony of reading long documents. 

Another highlight is a brief section detailing the future course of action, conveying that the journey of success is ongoing with additional feature enhancements. The case study transcends from being an account of the past to offering insights for the future.

✔️Takeaway : Specificity, such as adding exact dates, helps strengthen your case studies. Video and other multimedia content can take it up a notch.

Workday offers glimpses of its case studies, letting you choose between reading the story or watching the video. 

The case study begins with a powerful quote from the customer that demonstrates the impact of the solution. It then provides a brief description of the success metrics and highlights the core impact of the integration. 

It addresses Shutterstock’s pain points, such as diverse data sources, team members, and workflows, and showcases Workday’s effectiveness in countering those. 

While Workday keeps the case study short, it includes all the key details to educate the customer about the implementation. This is a great example of crafting a brief yet powerful case study.

✔️Takeaway : Short case studies are effective when well written because they pack a punch and tell a compelling story. Utilizing relevant quotes is also helpful.

 In this case study example, Salesforce brings out its value with the opening lines. It then lists each point of impact created by the software integration and explains its process. 

One of the best things about this case study is its organization (value summarized upfront) and thorough explanation of Pidilite’s challenges and how they were solved. 

They also feature a ‘what next’ section detailing the next steps Pidilite plans to take in its collaboration with Salesforce, implying that they continue providing value to the customer. 

✔️Takeaway : End your case study with a brief overview of your future collaboration plans with your customer. This tells your readers that the collaboration is ongoing and that you aim to keep improving your services to add value.

This case study example is an excellent showcase of customer success. What stands out is the use of a tabular format to list different use cases of Storylane’s software and provide a before-and-after for each use case. 

The table works well to summarize key achievements in a way that’s easy on the eye. The ‘Before’ column details the company’s pain points, and the ‘After’ column highlights the results that were brought about once Storylane entered the picture.

✔️Takeaway : Using ‘before’ and ‘after’ succinctly in your case studies helps drive impact and make your case studies stand out.

We liked this case study example because it simply explains how Airtable assists Benchling in prioritizing collaboration and addressing customer needs. 

It explains the functioning of the biology-first platform in a way that helps even non-technical readers understand the context. 

The case study ends with an insight into Airtable and Benchling’s future collaboration plans, indicating that more is to come in the years ahead. 

✔️Takeaway : Write a case study using simple language so customers can easily understand the product and software integration.

How to Create Your Own Case Study

We hope these case study examples have inspired you to portray your success over the years with some fantastic case studies.

While you may have ideas, feeling stuck with the marketing planning process is natural. 

Here’s how you can create your own case study in six easy steps. We’ll divide the process into two stages, research and prep, and production.

• Choose the customer: First, choose a customer willing to share their story and provide a testimonial and results. It’s important to choose a customer who has experienced significant benefits from your product or service since this will make your case study more compelling

Pro Tip: Not sure how to write an effective outreach email to enlist customer support for your case study program? Take help from ClickUp Brain’ s AI Writer to write persuasive copy. Moreover, you can email your customers directly from ClickUp!

• Outline the customer’s journey: Detail the customer’s journey from start to finish, including their actions before, during, and after using your services

Pro Tip: Storyboard your case study with your team using collaborative ClickUp Whiteboards . Once you’re happy with the outcome, create a ClickUp Task directly from the whiteboard. Assign it to the relevant owners, add tags for easy filtering, and use ClickUp Brain to generate sub-tasks and a brief task description automatically.

• Collect data: Gather quantitative and qualitative data on the company’s performance after using your services. This could include metrics like increased sales, improved efficiency, or higher customer satisfaction
• Draft the case study: Begin writing the case study by introducing the company and providing background information. Next, discuss the challenges they faced before using your product or service. Then, detail the solution you provided and how it was implemented. Finally, showcase the results and benefits the customer experienced after using your product or service, using the data you collected to support these points

Pro Tip: Brainstorm possible case study formats and outlines with ClickUp Brain, your creative partner in this endeavor.

• Get approval from the customer: Once you’ve drafted the case study, share it with the customer for their feedback and approval. This ensures that all the information is accurate and that the customer is comfortable with how their story is presented. It also provides an opportunity to make any necessary revisions

Pro Tip: Create a shareable case study in ClickUp Docs and share it with your customer in a single click for approval

• Publish and promote: After obtaining the customer’s approval, publish the case study on your website, blog, or other relevant platforms. Promote it through various channels such as social media, email newsletters, and sales presentations

Pro Tip: When your case study is ready to be distributed, add the relevant owners for social media and email distribution by simply mentioning them in a task comment

Instead of the process we just outlined, you can also use ClickUp’s free case study templates to plan, structure, and execute your case studies to maximize the efficiency of your content marketing efforts.

With ClickUp’s Case Study Template , you can: 

• Gather data from distinct sources to analyze it and identify key takeaways
• Craft compelling stories using an organized template to drive real impact 
• Collect ideas and note testimonials from clients to showcase real-life results
• Create a visual journey of the customer’s software integration steps
• Monitor and analyze the case study’s engagement
• Collaborate with marketing team members to create the case study together

ClickUp helps marketing teams optimize the entire process of writing a case study, from collecting data to finally sending customers an email for approval.

Craft Effective Case Studies with ClickUp 

Case studies are an excellent way to build trust with prospective clients and provide evidence for your claims. They exemplify how your products and services have aided others in reaching their business and marketing goals . Studying popular case study examples can help you ideate and find the perfect format for your own customer stories.

Collaborative work management platforms like ClickUp can help you plan and execute your case study project with ease. Draft customer success case studies showcasing results effectively using ClickUp’s Case Study Template. It not only provides you with a rough layout but also improves team collaboration, helps maintain consistency with the format, collects data, and much more.

Use the integrated AI assistant, ClickUp Brain, to generate outlines, write catchy copy, and brainstorm ideas. Put your case story together, along with the relevant links, images, and rich formatting, in ClickUp Docs and share it with stakeholders for input and approval.

Sign up for ClickUp today to create the most impactful marketing case studies to attain your marketing goals.

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How to make an action plan to achieve your goals and follow it

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What’s the purpose of an action plan?

It starts with smart goals, what does an action plan look like, sample action plan, push yourself across the finish line.

Here’s a statistic that may surprise you: 92% of people fail to achieve their goals . Despite the popular belief that goals are vital to success, most people rarely make it across the finish line.

There could be many reasons for this. If you regularly set targets but rarely hit them, you may not have leveraged the correct intrinsic or extrinsic motivators . You may also have an underlying fear of failure or success that’s holding you back. 

But most likely, it’s because you don’t create strong action plans.

An action plan is your roadmap to achieving your goal. Without one, you risk succumbing to pressures like procrastination or self-doubt that pull you away from reaching your full potential. 

Here’s a practical example. You may want to train for an upcoming marathon. You start strong, spending every weeknight on the treadmill. But, due to the excitement, you push too hard and feel sore and tired. So you skip one day, then another. Eventually, enough time elapses that it’s too late to restart. You’re behind in your training and decide not to register.

Training for a marathon is difficult, but that’s not why you failed. Had you created clear action steps, you could have performed more consistently without hurting yourself. In this case, you were the obstacle standing between you and your goal. 

If this example resonates with you, don’t beat yourself up. As we said earlier, most people don’t reach the milestones they set for themselves. But if you can learn how to make an action plan to achieve your goals, you can beat the odds. Here’s how.

An action plan is a document that lays out the steps or tasks you must complete to achieve a goal. Like an instruction manual, each item builds on the last, inching you toward a finish line.

In the business world, this is a fundamental strategic planning and project management tool that keeps teams on task. You’d assign a team member to each item and give them a clear due date to ensure everyone is working on a specific task to move the project forward. 

In your personal life, an action plan can help you meet your goals related to your well-being or self-improvement . But instead of having a team to back you up, you're responsible for completing each item on your own. 

The nature of your goal is the biggest determinant of whether you will reach it. You have to ensure your targets are SMART, meaning they have each of these qualities:

Specific: What does success look like? Make sure you have a clear vision that’s beyond misinterpretation. Instead of, “I want to improve my sleep hygiene ,” you can try, “I want to sleep for eight hours for 30 nights straight.”

Measurable: What metric will you use to track progress? In the example above, the number of nights slept for eight hours would be a clear and appropriate measurement. Using a sleep tracker could help you track the data. 

Attainable: Can you reach your goal with your current resources? If you have a toddler who regularly cries in the middle of the night, eight hours of sleep may be an unreasonable goal. Aim for something smaller instead, like six hours a night and an afternoon nap.

Relevant: Does your goal fit within your wider life ambitions? Eight hours of sleep is a noble target, but you will likely fail unless you have a clear “why.” A good reason would be “to give me more energy to excel at work and improve my work-life balance.”

Time-bound: What’s your deadline? You may be unable to sleep for 30 nights straight away. A more reasonable target would be to achieve this goal within the next six months. This would give you time to make the necessary lifestyle changes and develop healthy habits , like going to sleep earlier and getting more exercise .

It’s normal to have several SMART goals in your life. You might have a long-term professional goal of becoming a manager and a short-term personal goal of learning one song on the guitar. Both are valid, and both benefit from action plans. 

Try listing and saving all your goals in one place to constantly remind you what you’re working toward.

Now that you have your targets, it’s time to take action. Open a document or notebook and prepare to create a step-by-step task list for achieving your goals.

Here’s what to do.

1. Focus on one goal at a time

Taking on too much too fast dooms you to failure. Review your list of goals and choose one to focus on in each area of your life. Try putting your energy into a short-term goal that feels most valuable right now or inch you toward one of your long-term goals. 

For example, in your personal life, you might prioritize finishing a book in your free time rather than learning a new instrument. At work, you could choose to learn a new skill in service of your wider ambition of earning a promotion.

This is more reasonable than trying to learn to code, improve your leadership skills, and take on extra projects to get noticed by upper management all at once.

2. Do your research

Study as much as you can about how to achieve your goal. Read blogs, listen to informative podcasts, and talk to people who have done it before. This will help you define the important steps necessary for hitting your targets. If you want to become an entrepreneur, who better to ask than people who have successfully launched their own businesses? 

3. Lay out your steps in a timeline

Armed with the right information, you can start the planning process. The steps of an action plan act as mini goals toward your desired outcome. As SMART goals demand, each item should have the following:

A specific and clear result. If you’re learning a new song, your first step might be to master the chorus. Then you can move on to the next step, which is memorizing the verse and the bridge. Afterward, you can learn how to connect them together. By the end of your task list, you’ll have achieved multiple concrete outcomes that add up to the whole song.

Clear deadlines. Any good to-do list will have time frames for each item. Look at the deadline of your SMART goal and work backward from there. Can you reasonably complete each task item between now and then? If not, you may have to extend your deadline to give yourself some breathing room or divide this goal into several smaller ones.

The success of some items may depend on the completion of earlier ones. It’s important to order your to-do list based on what should be completed first and set your deadlines accordingly. You can’t run before you know how to walk.

4. Track your progress

The best part of having an effective action plan involves witnessing your progress. Once you set goals, brainstorm tasks, and put them in a document, print out your list and put it somewhere visible. As you complete each item, tick them off one by one. This helps you feel accomplished with each step. 

Alternatively, you could download an app that serves the same function. If you digitize your list of tasks, your smartphone can remind you of key deadlines before you reach them — a useful feature to encourage good time management .

5. Reward yourself

After working diligently toward your end goal, remember to treat yourself . Decide on a reward schedule and stick to it. You could eat your favorite snack after a week of running three miles every day or pay for a night out with your employees after collectively meeting your business goals.

6. Don’t give up!

Achieving goals is hard work . Creating an action will help you stay motivated , but that doesn’t mean the path will be easy. Sometimes, you’ll want to stay in bed rather than wake up to write another book chapter. It’s important to rest if you need it, but powering through could give you the second wind you need.

As you work on your own action items, here’s an action plan example to inspire you. Here, we want to launch a personal website showcasing a creative portfolio . Pay attention to how the smaller tasks align with our big goal and how each deadline builds on the last.

GOAL: It’s currently September. I want to launch my personal creative website by mid-October.

To accomplish this goal, I need to:

Pick a web host and purchase a domain name (due September 5)

Curate the work I want to showcase on my website (due September 8)

Choose a website template that would be suitable for my work (due September 10)

Reach out to previous clients for testimonials about the quality of my work (due September 11)

Follow up with previous clients who haven’t yet sent their testimonials (due September 15)

Create a generic resume to feature on my website highlighting my biggest accomplishments (due September 15)

Draft descriptions for the videos I want to feature on my “Audio/Visual Production” page (due September 18)

Draft descriptions for the photos I want to feature on my “Photography” page (due September 18)

Create separate web pages titled “About Me,” “Resume,” “Photography,” “Writing,” “Audio/Visual Production,” and “Client testimonials” (due September 20)

Write the information for the “About Me” page (due September 23)

Upload my resume to my website’s “Resume” page and format it appropriately (due September 25)

Upload client testimonials to my “Client Testimonials” page (due September 25)

Upload my bio and a headshot to my “About Me” page (due September 25)

Upload and organize my photography to my “Photography” page (due September 25)

Upload and format my writing samples on my “Writing” page (due September 30)

Upload my videos and descriptions to my “Audio/Visual Production” page (due September 30)

Have a friend review my website privately for any typos, broken links, or other glaring errors (due October 10)

Launch website (due October 15)

Whether you’re shooting for a promotion or training for a marathon, learning how to make an action plan to achieve goals can ensure you succeed. A well-developed task list will help keep you motivated and accountable on days when you’d rather stay in bed.

An action plan isn’t a silver bullet. Your success will live or die based on whether you can overcome these obstacles: 

Procrastination

Self-criticism

Lack of confidence

Perfectionism

But if you remember to be kind to yourself, work hard, and set realistic goals , we’re confident you’ll succeed.

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Elizabeth Perry, ACC

Elizabeth Perry is a Coach Community Manager at BetterUp. She uses strategic engagement strategies to cultivate a learning community across a global network of Coaches through in-person and virtual experiences, technology-enabled platforms, and strategic coaching industry partnerships. With over 3 years of coaching experience and a certification in transformative leadership and life coaching from Sofia University, Elizabeth leverages transpersonal psychology expertise to help coaches and clients gain awareness of their behavioral and thought patterns, discover their purpose and passions, and elevate their potential. She is a lifelong student of psychology, personal growth, and human potential as well as an ICF-certified ACC transpersonal life and leadership Coach.

10 tips to set goals and achieve them

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Alternative Courses of Action in Case Study: Examples and How To Write

The ultimate goal of creating a case study is to develop a feasible action that can solve the problem it raised.

One way to achieve this is by enumerating all the possible solutions for your case study’s subject. The portion of the case study where you perform this is called ACA or Alternative Courses of Action.

Are you struggling with writing your case study’s ACA?  Do not worry; we have provided you with the most detailed guide on writing the Alternative Courses of Action (ACA) of a case study.

Table of Contents

What are alternative courses of action (aca) in a case study.

Alternative Courses of Action (ACA) are the possible actions a firm or organization can implement to address the problem indicated in the case study. These are suggested actions that a firm can consider to arrive at the most feasible and effective solution to the problem. 

This portion doesn’t provide the actual and optimal solution yet. Instead, it contains proposed alternatives that will still undergo an evaluation of their respective advantages and disadvantages to help you come up with the best solution. 

The ACA you will offer and indicate will be based on your case study’s SWOT analysis in the “ Areas of Consideration ” portion. Thus, a SWOT analysis is performed first before writing the ACA.

What Is the Importance of Alternative Courses of Action (ACA) in a Case Study?

Given the financial, logistical, and operational limitations, developing solutions that the firm can perform can be challenging. By enumerating and evaluating the ACA of your case study, you can filter out the alternatives that can be a potential solution to the problem, given the business’s constraints 1 . This makes your proposed solutions feasible and more meaningful.

How To Write Alternative Courses of Action in Case Study

Here are the steps on how to write the Alternative Courses of Action for your case study:

1. Analyze the Results of Your SWOT Analysis

Using the SWOT analysis, consider how the firm can use its strengths and opportunities to address its weaknesses, mitigate threats, and eventually solve the case study’s problem. 

Suppose that the case study’s problem is declining monthly sales, and the SWOT analysis showed the following:

• Strength : Creative marketing team 
• Opportunity : Increasing trend of using social media to promote products

Then, you may include an ACA about developing the digital marketing arm of the firm to attract more customers and boost monthly sales. This can also address one of the possible threats the firm faces, which is increasing direct marketing costs.

2. Write Your Proposed Solutions/Alternative Courses of Action (ACA) for Your Case Study’s Problem

Once you have reviewed your SWOT analysis and come up with possible solutions, it’s time to write them formally in your manuscript. Each solution does not have to be too detailed and wordy. State the specific action that the firm must perform concisely.

Going back to our previous example in Step 1, here is one of the possible ACA that can be included:

ACA #1: Utilize digital platforms such as web pages and social media sites as an alternative marketing platform to reach a wider potential customer base. Digital marketing, together with the traditional direct marketing strategy currently employed, maximizes the business’ market presence, attracting more customers, and potentially driving revenues upward.

In our example above, there is a clear statement of the firm’s action: to use web pages and social media sites to reach more potential customers and increase market presence. Notice how the ACA above provides only an overview of “what to do” and not a complete elaboration on “how to do it.” 

3. Identify the Advantages and Disadvantages of Each ACA You Have Proposed

After specifying the ACA, you must evaluate them by stating their respective advantages (pros) and disadvantages (cons). In other words, you must state how your ACA favors the firm (advantages) and its downsides and limitations (disadvantages).

Again, your evaluation does not have to be too detailed but make sure that it is relevant to the ACA that it pertains to. 

Let’s return to the ACA we developed from step 2, utilizing digital platforms (e.g., social media sites) to reach more potential customers. What do you think will be the pros and cons of this ACA?

Let’s start with its potential benefits (advantages). Using digital platforms is cheaper than using print ads or direct marketing. So, this will save some funds for the firm. In short, it is cost-effective. 

Second, digital platforms offer analytical tools to measure your ads’ reach, making it easier to evaluate people’s perceptions of your offering. 

Third, using social media sites makes communicating with any potential customer easier. You can quickly respond to their queries, especially if they are interested in your product. 

Lastly, you can reach as many types of people as possible by taking advantage of the internet algorithm.

Now, let us consider its disadvantages 2 . First, using digital marketing takes time and effort to learn, and you must be able to adapt quickly to the changes in trends and new strategies to keep up with the competition. 

Second, you must deal with the increasing market competition, as many businesses already use digital platforms. 

Third, you have to deal with negative feedback from your customers that are visible to the public and may affect their perception of your brand.

After pondering over the pros and cons of your ACA, it’s time to write them concisely in your manuscript. You can present it in two ways: by tabulating it or by simply listing them.

Example in Table Form:

– Cost-effective – Provide analytical tools to evaluate ad reach and performance – A more accessible and more convenient platform to communicate with potential customers and address their queries and concerns – Maximize reach to potential customers anywhere – Time-consuming and challenging to learn due to changes in trends and strategies – Increasing market competition as many businesses also use digital platforms. – Negative feedback reflected in the digital platform could affect people’s perception of the firm

Examples of Alternative Courses of Action (ACA) in a Case Study

Case Study Problem: Xenon Pastries faces a problem handling larger orders as Christmas Day approaches. With an estimated 15% increase in customer demand, this is the most significant increase in their daily orders since 2012. The management aims to maximize profit opportunities given the rise in customer demand. 

ACA #1: Hire part-time workers to increase staff numbers and meet the overwhelming seasonal increase in customer orders. Currently, Xenon Pastries has a total of 9 workers who are responsible for the accommodation of orders, preparation, and delivery of products, and addressing customers’ inquiries and complaints. Hiring 2 – 3 part-time workers can increase productivity and meet the daily order volume.

• Do not require too much effort to implement since hiring announcements only require signages or social media postings
• High certainty of finding potential workers due to the high unemployment rate
• Improve overall productivity of the business and the well-being of other workers since their workload will be lessened

Disadvantages

• Increase in operating expense in the form of wages to the new workers
• Managing more employees and monitoring their performance can be challenging
• New workers might find it challenging to adapt essential skills required in the operation of the business

ACA #2: Increase the prices of Xenon pastries’ products to increase revenues . This option can maximize Xenon Pastries’ profit even if not all customers’ orders are accommodated. 

• Cost-effective
• Easy to implement since it only requires changing the price tags of the products
• If customers’ desire to buy the products does not change, the price increase will certainly increase the business’ revenue
• Some customers might be discouraged from buying because of an increase in prices
• There’s a possibility that the increase in the price of the products will make it more expensive relative to competitors’ products

Case Study Problem: Delta Motors has been manufacturing motorcycles for ten years. Recently, the business suffered a gradual shrink in its quarterly revenues due to the increasing popularity of traditional and newly-developed electric bikes. Delta Motors seeks a long-term strategy to attract potential customers to bounce back sales.  

ACA #1: Develop a “regular installment payment” scheme to attract customers who wish to purchase motorcycles but have insufficient lump-sum money to acquire one.  This payment scheme allows customers to pay an initial deposit and the remaining amount through smaller monthly payments.

• Enticing for middle to low-income individuals who comprise a large chunk of the population
• Requires low initial capital to implement 
• Provides a new source of monthly income streams that can benefit the financial standing of the company
• Risk of default or delays in installment payments
• Requires additional human resources to manage and collect installment payments
• The payment scheme requires time to gain returns due to the periodic flow of funds
• Requires a careful creation of guidelines and terms and conditions to ensure smooth facilitation of the installment payment scheme

ACA #2: Introduce new motorcycle models that can entice different types of customers. These models will feature popular designs and more efficient engines.

• This may capture the public’s interest in Delta Motors, which can lead to an increase in the number of potential customers and earning opportunities
• Enables the business to keep up with the intense market competition by providing something “fresh” to the public
• Provides more alternatives for those who already support Delta Motors, strengthening their loyalty to the brand
• Conceptualization of a new model takes a lot of brainstorming to test its feasibility and effectiveness
• Requires sufficient funds to sustain the investment for the development of a new model
• It requires effective marketing strategies to promote the new model to the public

Tips and Warnings

• Do not include in this portion your case study’s conclusion . Think of ACA as a list of possible ways to address the problem. In other words, you suggest the possible alternatives to be selected here. The “ Recommendation ” portion of your case study is where you pick the most appropriate way to solve the problem.
• Use statistical data to support the advantages and disadvantages of each ACA. Although this is optional, presenting numerical data makes your analysis more concrete and factual than just stating them descriptively. 
• Do not fall into the “meat sandwich” trap. This happens when you intently make some of the alternatives less desirable so that your preferred choice stands out. This can be done by refusing to elaborate on their benefits or excessively concentrating on their disadvantages. Make sure that each ACA has potential and can be implemented realistically.

Frequently Asked Questions

1. how many alternative courses of action (aca) can a case study have.

Sometimes your instructor or teacher will tell you the required number of ACA that must be included in your case study . However, there’s no “standard” limit to how many ACA you can indicate.

2. What is the difference between Alternative Courses of Action (ACA) and Recommendations?

As mentioned earlier, the case study’s ACA aims to enumerate all possible solutions to the problem. It is not the stage where you state the “final” action you deem most appropriate to address the issue. The case study portion where you explicitly mention your “best” alternative is called the “Recommendation.” 

To help you understand the point above, let’s return to our Delta Motors example. In our previous section, we have provided two ACA that can solve the problem, namely (1) developing a regular installment payment plan and (2) introducing a new motorcycle model. 

Suppose that upon careful analysis and evaluation of these ACA, you came up with ACA #2 as the more fitting solution to the problem. When you write your case study’s recommendation, you must indicate the ACA you chose and your reasons for selecting it. 

Here’s an example of the Recommendation of the case study:

Recommendation

Introducing new motorcycle models that feature popular designs and more efficient engines to entice different types of customers is the most promising alternative course of action that Delta Motors can implement to bounce back its quarterly revenues and keep up with the competitive market. This creates a strong impression on the public of the company’s dedication to promoting high-quality motorcycles that can withstand changes in consumer preferences and market trends. Furthermore, this action proves that the company is continuously evolving to offer a variety of alternative models to suit everyone’s tastes. With proper promotion, these models can rekindle the company’s popularity in the automotive and motorcycle industry.

• How to Analyze a Case Study. Retrieved 23 May 2022, from https://wps.prenhall.com/bp_laudon_essbus_7/48/12303/3149605.cw/content/index.html
• Develop a Digital Marketing Plan. Retrieved 23 May 2022, from https://www.nibusinessinfo.co.uk/content/advantages-and-disadvantages-digital-marketing

Written by Jewel Kyle Fabula

in Career and Education , Juander How

Jewel Kyle Fabula

Jewel Kyle Fabula is a Bachelor of Science in Economics student at the University of the Philippines Diliman. His passion for learning mathematics developed as he competed in some mathematics competitions during his Junior High School years. He loves cats, playing video games, and listening to music.

Browse all articles written by Jewel Kyle Fabula

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How to Write a Business Case (Template Included)

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

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

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

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

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

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

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

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

Step 1: Identify the Business Problem

Projects aren’t created for projects’ sake. They should always be aligned with business goals . Usually, they’re initiated to solve a specific business problem or create a business opportunity.

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

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

Step 2: Identify the Alternative Solutions

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

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

• Note the alternative solutions.
• For each solution, quantify its benefits.
• Also, forecast the costs involved in each solution.
• Then figure out its feasibility .
• Discern the risks and issues associated with each solution.
• Finally, document all this in your business case.

Get your free

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

Step 3: Recommend a Preferred Solution

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

Some methodologies you can apply include:

• Depending on the solution’s cost and benefit , give it a score of 1-10.
• Base your score on what’s important to you.
• Add more complexity to your ranking to cover all bases.

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

Step 4: Describe the Implementation Approach

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

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

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

1. Executive Summary

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

2. Project Definition

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

3. Vision, Goals and Objectives

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

4. Project Scope

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

5. Background Information

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

6. Success Criteria and Stakeholder Requirements

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

7. Project Plan

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

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

8. Project Budget

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

9. Project Schedule

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

10. Project Governance

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

11. Communication Plan

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

12. Progress Reports

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

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

13. Financial Appraisal

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

14. Market Assessment

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

15. Competitor Analysis

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

16. SWOT Analysis

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

17. Marketing Strategy

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

18. Risk Assessment

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

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

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

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

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

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

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

Here’s a screenshot for your reference.

Transcription:

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

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

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

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

Why Do You Need a Business Case?

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

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

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

And then you literally document it.

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

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

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

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

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

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

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

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

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How to make an action plan for your studies and achieve your goals

Everyone has goals, be that for lifestyle, health, work or study. These goals give you focus, generate new habits and keep you moving forward in life. However, life is tough, particularly at the moment, so the thought of setting goals can sometimes feel overwhelming. This post will take you through how creating an action plan will help you clarify your goal journey; exploring what your goal is and why you’re setting it, what it will take to achieve, and how you will motivate yourself to reach your destination.

The examples we will focus on will be for study goals, however you can apply this method of goal setting to any aspect of your life.

1. Start with reflection

Before embarking on your shiny new goals, take some time to reflect on your previous goals. Which goals have you successfully achieved? Why were they a success? Is there anything you would do differently this time? Is there a common theme in the goals that you didn’t achieve, such as a lack of purpose?

Ask yourself ‘why’ you are setting this new goal, doing so will help you stay focused and give you meaning and purpose for this potentially challenging journey that you are embarking on.

2. Make them SMART

Your goals need to be SMART:

• S pecific – a specific and focused goal to allow for effective planning
• M easurable – how will you measure the success of your goal? 
• A chievable  – a goal that you will realistically accomplish within a time frame
• R elevant  – a goal that is important and benefits you
• T ime bound – a goal that has a realistic deadline

What is your goal and how can you make it SMART?

EXAMPLE : Your goal is to hand in your dissertation early this summer. This goal, as it is, may feel daunting and unachievable, so how can we make it SMART?

• S pecific – You want to hand in your dissertation two weeks early because you are going on holiday.
• M easurable – You will set measurable targets daily/weekly, such as X amount of words written by X.
• A chievable – You have 10 weeks to complete your goal, so you feel it is very attainable if you plan your time carefully (if you only had 2 weeks, you might want to reconsider your goal).
• R elevant – This goal is very relevant as you need to do well in your dissertation so you can pass your degree, but you also need to complete it early so you can go on your booked holiday.
• T ime bound – You have a clear ideal deadline of two weeks before hand-in.

Use our Goal Setting Template to get you started on your SMART goal:

3. Put your goal into action

An action plan is a flexible checklist or document for the steps or tasks that you need to complete in order to successfully achieve the goal(s) you have set yourself.

This could be written in a notebook, diary or using the Action Plan Template we have created that you can print off and use. It’s important that you get out your pen and actually write your goals down on paper. Research has shown that this will engage the left-hand, logical, side of the brain – basically telling your brain that you mean business!

Use our Action Plan Template to put your SMART goal(s) into action:

4. Plan for obstacles

There are always going to be challenges and events that may disrupt your goal, but instead of letting that obstacle derail you, plan for it.

Look at your study goal and identify what the obstacle(s) will be.

EXAMPLE : You want to submit your dissertation in early, but there’s a big family birthday coming up and a Uni field trip planned. So, get your action plan out and make sure these events are accounted for and plan your studies around them.

5. Check it off

There is nothing more satisfying in life (well apart from popping bubble wrap) than crossing or checking items off a to-do list – it’s that sense of accomplishment, feeling like you are finally getting there, which in turn reduces stress. So remember to break down your goal into small attainable actions and checklists, and for big projects, such as a dissertation or research project, you might have multiple checklists on the go. Just think of the satisfaction you will feel when it’s all done!

6. Reward yourself

This a very personal aspect of goal setting, but an important one.

To boost your motivation we recommend that you choose a reward for all your successful hard work, but select something that’s in relation to the size of the goal – maybe a piece of cake for getting a First Class degree is a bit out of proportion! Add this reward to your action plan and remind yourself of your incentive on a regular basis. It will keep you motivated when you feel like giving up.

EXAMPLE : If you hand-in your dissertation early you will treat yourself to a night out with your friends before you go on holiday.

7. A bit more reflection

You made this goal for a reason – it’s something that you really, REALLY want to achieve, so if your plan isn’t working, change it! Take some time to reflect on what’s working or not working in your action plan, be that daily, weekly, or monthly. Consider – How are you progressing? What changes can you make to bring you closer to your goals? It hard to keep on track when you feel like you aren’t getting anywhere, so are there any quick wins to give you a sense of accomplishment?

EXAMPLE : It’s late at night, you’re tired and struggling to write your dissertation conclusion. Your self-given deadline is in a days time and you are starting to doubt that your goal is achievable – maybe you need to postpone the holiday?

What you need to do is pivot your method – this isn’t working, so what can you change to still achieve your goal? Maybe leave the conclusion for the morning when you feel more awake, but spend the next hour focusing on your reference list so you can tick that off your action plan instead.

Final thoughts

Your SMART goals can be about anything and should be quite simple to plan. There’s lots of help online on using SMART goals, but working your way through the acronym for your particular goal is an excellent start. Don’t forget to use our Goal Setting Template and our Action Plan Template to help keep your goals manageable and reduce that feeling of overwhelm with your studies.

• Explore our Academic Skills Kit website for more study skills help and tips
• Goal Setting Template
• Action Plan Template

P.S. I had to set myself a SMART goal for writing this blog post and my reward was a very tasty lunch ❤

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Breaking News

SCOTUS NEWS

Court adds seven cases to next term’s docket.

The Supreme Court on Monday added seven new cases to its merits docket for the 2024-25 term, including a challenge to Tennessee’s ban on gender-affirming care for minors. (That case is covered in a separate story .) In a list of orders from the justices’ private conference on June 20, the court agreed to take up a wide variety of issues, ranging from the interpretation of the Foreign Sovereign Immunities Act to compensation for civilians called up for active-duty military service.

Just a few weeks after the 80th anniversary of the D-Day landings, the Supreme Court agreed to take up a case by survivors of the Hungarian Holocaust seeking compensation for the seizure of their property by the Hungarian government.

The issue at the center of Republic of Hungary v. Simon is the interpretation of the Foreign Sovereign Immunities Act, which generally bars lawsuits against foreign governments in U.S. courts but carves out an exception – known as the “expropriation exception” – when (among other things) the lawsuit involves property taken in violation of international law and there is a commercial connection between that property and the United States.

The plaintiffs allege that the Hungarian government took their property, sold it, put the proceeds from the sales in the general state treasury, and then later used funds from the treasury in connection with the country’s commercial activities in the United States.

A federal appeals court in Washington, D.C., agreed that these allegations were enough unless the Hungarian government can show otherwise, while a federal appeals court in New York ruled that the plaintiffs needed to show a connection between the funds from the expropriated property and the commercial activity in the United States. On Monday, the justices agreed to weigh in.

In United States v. Miller , the justices agreed to decide a complicated bankruptcy question that arose after All Resort Group, a Utah transportation firm, filed for bankruptcy in 2017. The bankruptcy trustee attempted to reverse a 2014 payment that the company had made of approximately $145,000 to the Internal Revenue Service to cover the personal tax debts of two company officials. It relied on state law that allows four years to recover fraudulent transfers.

Federal bankruptcy law allows bankruptcy trustees to reverse transfers that a bankruptcy debtor made before filing for bankruptcy if they would be invalid “under applicable law” outside bankruptcy by one of the debtor’s actual creditors. In ARG’s case, the trustee pointed to a debt owed to a former employee, who had sued the company for discrimination and won. But the federal government contended that sovereign immunity would have barred the former employee from suing it to recover the tax payments that ALG had made to the IRS. The question that the justices agreed to take up on Monday is whether a bankruptcy trustee can reverse a debtor’s tax payment to the United States when no actual creditor could have obtained relief.

In Feliciano v. Department of Transportation , the justices agreed to weigh in on whether a federal civilian employee who is called to active military duty during a national emergency is entitled to receive differential pay – compensation for the difference between his civilian pay and his military pay – even if his duty is not directly connected to that national emergency. The question comes to the court in the case of Nick Feliciano, an air traffic controller who was called to active duty in the Coast Guard, where he manned a vessel in and around the Charleston, S.C., harbor.

In Stanley v. City of Sanford, Fla. , the justices will consider a question arising under the Americans with Disabilities Act: Does a former employee lose her right to sue over discrimination in the provision of benefits that she earned while she was employed? The question comes to the court in the case of Karyn Stanley, who worked as a firefighter for the city of Sanford, Fla., for more than two decades before Parkinson’s disease forced her to retire. She filed a lawsuit under the ADA alleging that the city’s benefits policy discriminated against disabled retirees, but the U.S. Court of Appeals for the 11th Circuit ruled that she was not a “qualified individual” protected by the ADA because she was not currently employed by the city. 

In Seven County Infrastructure v. Eagle County, Colo. , the court agreed to decide whether the National Environmental Policy Act, which requires federal agencies to examine the environmental effects of proposed actions by the federal government and inform the public of the environmental issues that it considered when making its decisions, requires an agency to study environmental impacts beyond the immediate effects of the action that the agency has authority to regulate. The question comes to the court in a challenge to the scope of an environmental review by the Surface Transportation Board of a new rail line in Utah.

And in Dewberry Group v. Dewberry Engineers , the justices will consider whether, when a plaintiff obtains an award of the “defendant’s profits” in a lawsuit brought under the Lanham Act for a trademark violation, that award can include an order for the defendant to turn over the profits by a separate corporate affiliate that is not part of the case.

The justices declined to hear the case of James Broadnax , a Black man who was convicted and sentenced to death for the robbery and shooting death of two men, Stephen Swan and Matthew Butler, both of whom were white. At his trial in Dallas, prosecutors used almost half of their peremptory strikes – for which no explanation is required – to remove all seven of the potential Black jurors from the jury pool. (The judge later returned one of the Black jurors to the jury.)

In 2016, the Dallas County District Attorney’s Office disclosed a spreadsheet that its prosecutors had used during jury selection to track the race of potential jurors – and in particular, to highlight all of the prospective Black jurors. Five years later, the office disclosed handwritten notes from jury selection about the one of the Black jurors – mentioning that that the prosecutors’ “[o]nly concern” was the parallel between Broadnax’s age and race and that of the juror’s son.

After the Texas state courts rejected Broadnax’s efforts to obtain post-conviction relief, Broadnax came to the Supreme Court, asking the justices to take up his case. Arguing that [r]eview is necessary here because the newly disclosed evidence establishes that a DA’s office with a long and notorious history of racially discriminatory jury selection continued to flout this Court’s direction,” he argued that the new evidence establishes “multiple” violations of the Supreme Court’s 1986 landmark decision in Batson v. Kentucky , holding that prosecutors cannot use their peremptory challenges to exclude potential jurors based on their race.

In a brief unsigned order and without any explanation, the justices turned down Broadnax’s request. Justices Sonia Sotomayor and Ketanji Brown Jackson indicated that they would have reversed the state court’s decision.

The addition of seven new cases to the court’s docket brings the total number of cases granted for next term to 23. The cases granted on Monday’s order list will be argued in the fall, with a decision to follow sometime next year.

This article was originally published at Howe on the Court .

Posted in Capital cases , Merits Cases , Cases in the Pipeline

Cases: Stanley v. City of Sanford, Florida , Broadnax v. Texas , United States v. Skrmetti , United States v. Miller , Feliciano v. Department of Transportation , Republic of Hungary v. Simon , Dewberry Group, Inc. v. Dewberry Engineers, Inc. , Seven County Infrastructure Coalition v. Eagle County, Colorado

Recommended Citation: Amy Howe, Court adds seven cases to next term’s docket , SCOTUSblog (Jun. 24, 2024, 10:29 AM), https://www.scotusblog.com/2024/06/court-adds-seven-cases-to-next-terms-docket/

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3 focus points for building a stronger business case to prospects.

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Julie Thomas, President & CEO of ValueSelling Associates and a noted speaker, author and consultant.

To sell to the C-suite, adding value is essential. It sounds simple, but execution can be tricky. As a sales leader, you must guide your team to craft a compelling business case by emphasizing return on investment (ROI), cost of inaction (COI) and competing initiatives. When your sales team helps customers build this case, they’ll achieve greater success and establish themselves as trusted advisors.

Selling On Value Vs. Your Value Proposition

I’m sure your sales team understands a business case is vital to justify actions such as initiating projects, making investments or allocating resources. Building a tailored business case is the next step and involves examining the specific circumstances and financials of each customer, including volume, throughput and measurable outcomes. To do this most successfully, sales professionals can implement the principles of value selling to ensure the business case they present is timebound, measurable and effectively mapped to the business issue an individual client must solve.

When we train B2B sales teams, I often see confusion between the value proposition and value selling. To make the distinction, the value proposition is the company’s “big promise” to the marketplace, but that’s not the same as value selling. Value selling is a sales professional’s ability to take that broad promise of their product or service and sit down with an individual client to quantify the specific impact on the client’s business. It might seem like a small distinction, yet our research shows it’s often the difference that wins the deal.

Value selling aids in the creation of a tailored business case by translating your company's value proposition into measurable, quantifiable outcomes for the customer. It answers the question, “What tangible benefits can we expect from this investment?” This customer-centric approach not only strengthens the business case but also positions your sales team as valued collaborators.

These Are The Likely Democratic Presidential Candidates If Biden Drops Out—As Rough Debate Prompts Calls To Stand Down

Biden loses train of thought and corrects himself repeatedly in debate with trump, biden’s debate performance torched—even by trump foes—over weak voice and verbal stumbles: ‘hard to watch’.

To make a business case more effective, include specifics about ROI and COI, and understand the impact of other initiatives that could compete with your company’s proposed solution. Let’s delve into how these can be included in the business case.

Return On Investment

Understanding ROI is crucial: Will the benefits outweigh the costs? For example, at our company, we show clients how investing in a proven sales methodology yields measurable revenue increases. ROI can also encompass cost savings, such as replacing multiple software solutions with one platform to cut expenses.

However, ROI alone isn't sufficient. The change must be significant and address a pressing problem. Sales leaders should guide their teams to ask, “Would they use our product or service if it were free?” If customers don’t see the value, they won’t buy it. Sales professionals must help prospects connect the dots, drawing a straight line of acknowledgment and confirmation from the business issue to the underlying problems and ultimately to your solution.

When building a business case, use realistic numbers to drive decision-making. While ROI calculators can be helpful, the figures must be believable to create urgency. Overstated savings can backfire, diminishing trust and urgency.

The Cost Of Inaction

Recognizing the COI is also essential to craft a compelling business case. COI represents the losses incurred from not taking action or delaying decisions when opportunities arise or problems persist. This concept, also known as opportunity cost, is a powerful motivator for decision-makers.

A classic example is Kodak , where engineer Steve Sasson invented the portable digital camera in the 1970s, but the company allegedly didn't fully develop the technology due to concerns about impacting film sales, the company’s bread and butter. When Kodak's digital camera patent expired in 2007, they subsequently filed for bankruptcy in 2012 and faced significant losses for their inaction.

Encourage your sales team to identify and quantify these costs clearly to understand the potential negative consequences of maintaining the status quo. Whether it’s market share erosion, lost revenue opportunities or increased operational inefficiencies, illustrating COI can drive home the necessity for change. By doing so, your team can effectively motivate clients to move forward with confidence, positioning themselves as trusted resources in the decision-making process.

Non-Competing Initiatives

Help your team understand that even in non-competitive scenarios, their proposals compete for internal funding against other initiatives. Senior management often compares investments across departments. For instance, if the VP of Operations proposes software to automate shipping, the CFO or COO will weigh this against other requests, such as the VP of Sales wanting to hire more staff. Your team needs to build cases that highlight your solution’s superiority and strategic value. They must ensure their proposal stands out against other internal priorities as well. Help them understand that winning in their category is just the first step—they must also make a strong case for securing capital in the boardroom.

What Goes Into The Business Case?

Building a robust business case is pivotal for your sales team's success. Guide your team to have meaningful conversations with clients to uncover metrics that demonstrate increased returns and hidden savings. Encourage them to think like an executive and review financial statements, annual reports and relevant news. For privately held companies, investor plans can provide valuable insights.

Aligning sales efforts with the customer’s strategic goals adds value at every step of building a business case. Instill confidence and illustrate clear, quantifiable benefits for your prospects. This value-selling approach helps your team secure the necessary buy-in to win the deal and ultimately create customers for life.

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Democrats are talking about replacing Joe Biden. That wouldn't be so easy.

President Joe Biden's performance in the first debate Thursday has sparked a new round of criticism from Democrats , as well as public and private musing about whether he should remain at the top of the ticket.

In the modern era, a national party has never tried to adversarially replace its nominee, in part, because knows it would most likely fail. The issue came before both parties in 2016, but neither took action.

Party rules make it almost impossible to replace nominees without their consent, let alone smoothly replace them with someone else. And doing so would amount to party insiders’ overturning the results of primaries when Democratic voters overwhelmingly to nominate Biden. He won almost 99% of all delegates.

And at the moment, there’s no known, serious effort to push him off the top of the ticket.

Still, the Democratic National Committee's charter does make some provisions in case the party’s nominee is incapacitated or opts to step aside, and an anti-Biden coup at the convention is theoretically possible, if highly unlikely. So how would it work?

What happens if Biden drops out before the convention?

The only plausible scenario for Democrats to get a new nominee would be for Biden to decide to withdraw, which he has sworn off repeatedly during other bumpy stretches of his campaign.  

He could do so while serving out the rest of his term in the White House, as Lyndon Johnson did in 1968. 

If Biden were to drop out before he is scheduled to be formally nominated in August, it would create a free-for-all among Democrats, because there’s no mechanism for him or anyone else to anoint a chosen successor.

It takes a majority of the roughly 4,000 pledged delegates to win the party’s nomination. Biden’s won 3,900 of them. Under recent reforms, the party’s more than 700 superdelegates — Democratic lawmakers and dignitaries — are allowed to vote only if no one wins a majority of pledged delegates on the first ballot, so their votes could be crucial in a contested convention. 

Because Biden's opponents all won effectively no delegates throughout the Democratic nominating process, there'd be a virtual clean slate heading into the convention, and the decision would most likely come down to the convention delegates who were initially pledged to Biden.

Biden would have some influence over his pledged delegates, but ultimately, they can vote as they please, so candidates would most likely campaign aggressively to win over each individual delegate.

However, there's a potentially important wrinkle: Democrats plan to formally nominate Biden virtually ahead of the late-August convention to sidestep any potential concerns about ballo t access in Ohio, where a technical quirk has complicated things

Democrats decided to plan a virtual nomination for Biden after Ohio Republicans balked at passing pro forma legislation that would allow Biden to be on the ballot, even though the convention falls after a state deadline. But while Republicans passed a law to shift the deadline, Democrats decided to move forward with a virtual nomination nonetheless.

Could Democrats replace Biden against his will?

There’s no evidence the party would entertain a change without Biden’s consent. But even if it did, there’s no mechanism for it to replace a candidate before the convention, and certainly no way for it to anoint a chosen successor.

If large swaths of the Democratic Party lost faith in Biden, delegates to the national convention could theoretically defect en masse. Of course, they were chosen to be delegates because of their loyalty to Biden and have pledged to support him at the convention.

But, unlike many Republican delegates, Democratic delegates aren’t technically bound to their candidate. DNC rules allow delegates to “in all good conscience reflect the sentiments of those who elected them,” providing some wiggle room.

The party’s charter does include provisions to replace the nominee in the event of a vacancy. The measure is intended to be used in case of death, resignation or incapacitation, not to replace someone who has no desire to step down.

That was the measure that Donna Brazile, then the interim DNC chair, considered invoking after Hillary Clinton collapsed two months before the 2016 election, she wrote in her memoir .

In her memoir, released a year later, Brazile wrote that she was worried “not just about Hillary’s health but about her anemic campaign ... so lacking in the spirit of fight.” 

“Perhaps changing the candidate was a chance to win this thing, to change the playing field in a way that would send Donald Trump scrambling and unable to catch up,” she wrote, adding that aides to other would-be candidates contacted her, including then-Vice President Biden’s chief of staff.

But after less than 24 hours of consideration, Brazile realized the idea was untenable without Clinton’s cooperation and likely to only divide her party further. “I could not make good on my threat to replace her," she wrote.

Current DNC Chair Jaime Harrison is a longtime Biden ally who serves, essentially, at the pleasure of the president. And the national party has certainly given no indication it’s anything but fully behind his re-election.  

What happens if Biden withdraws after the convention?

To fill a vacancy on the national ticket, the chair can call a “special meeting” of the full DNC, which includes about 500 members. On paper, at least, all it takes is a majority vote of those present to pick new presidential and vice presidential nominees. But that process would most likely be anything but smooth and be filled with behind-the-scenes jockeying and public pressure campaigns. 

If a vacancy were to occur close to the November election, however, it could raise constitutional, legal and practical concerns. Among other issues, ballots have to be printed well in advance of the election, and it might not be possible to change them in time.

Would Kamala Harris replace Biden?

If Biden were to relinquish the presidency, Vice President Kamala Harris would automatically become president — but not the Democratic Party’s nominee. Nor would she necessarily be the nominee if Biden withdrew from his re-election bid while he remained in the White House.

She might be politically favored, but party rules give the vice president no major mechanical benefit over other candidates. 

Biden’s delegates wouldn’t automatically transfer to Harris, and the convention holds separate votes on nominees for president and vice president. So she would still need to win a majority of delegates at the convention. 

If the top of the ticket were vacated after the convention, she would still need to win a majority of votes at the special meeting of the DNC.

That is all, at least, under current party rules. But a vacancy at the top of the ticket is the kind of dramatic moment that might lead party leaders to revisit them in the name of easing the transition. Harris has some close allies in key places at the DNC, including a co-chair of the party’s Rules and Bylaws Committee. But nothing would be likely to happen without a fight.

Ben Kamisar is a national political reporter for NBC News.

Alex Seitz-Wald is a senior politics reporter for NBC News.

Research/Study Research/Study

Project 2025 partners join right-wing media and climate deniers to celebrate SCOTUS decision overturning Chevron deference

Special Programs Climate & Energy

Written by Allison Fisher , Ilana Berger , Evlondo Cooper , Jack Wheatley & John Knefel

Published 06/28/24 6:18 PM EDT

On June 28, the Supreme Court upended 40 years of precedent by overturning Chevron deference , a decision that will restrict federal agencies' regulatory abilities that will also make it easier for corporations to challenge environmental protections, climate action, and rules that protect workers and regulate drugs and financial practices, among other issues.

Undoing Chevron deference has been a central goal of the conservative legal movement and corporate lobbyists for decades, with right-wing think tank the Heritage Foundation arguing that “the modern administrative state creates a pervasive system of consolidated power that weakens the checks and balances carefully constructed by the United States Constitution.” Now, Heritage has joined with over 100 other conservative organizations to organize Project 2025 , a comprehensive transition plan to guide the next GOP presidential administration with policy proposals and staffing recommendations. In response to the Supreme Court ruling finally overturning Chevron deference, multiple Project 2025 partners joined right-wing media figures and climate deniers in celebrating the decision.

What is Chevron deference and why overturning it matters

• Chevron deference was a legal principle that required courts to defer to federal agencies’ reasonable interpretations of ambiguous statutes they administer. Chevron deference, established in the 1984 decision Chevron U.S.A., Inc. v. Natural Resources Defense Council, Inc., required courts to defer to federal agencies' “reasonable interpretation” of ambiguous statutes they administer when Congress had not directly addressed the issue. It applied to agency interpretations with the force of law, such as those from formal adjudications or notice-and-comment rulemaking. [Cornell Legal Information Institute, accessed 6/28/24 ]
• The overturning of Chevron deference will significantly shift power away from federal agencies to the courts, potentially impacting a wide range of public protections and regulations. This shift could undermine decades of established policies and practices across many areas of governance. Without Chevron deference, courts may now substitute their own interpretations for complex technical and scientific issues ranging from financial regulations to environmental protections. This could reduce agencies’ ability to respond effectively to evolving challenges, such as the climate crisis, and weaken the government’s ability to implement laws as Congress intended. [Natural Resources Defense Council, accessed 6/28/24 ]
• In her dissenting opinion, Justice Elena Kagan argued that the majority decision upends the balance and separation of power and will impact decision-making around all major issues. “It gives courts the power to make all manner of scientific and technical judgments," Kagan wrote. “It gives courts the power to make all manner of policy calls, including about how to weigh competing goods and values. (See Chevron itself.) It puts courts at the apex of the administrative process as to every conceivable subject—because there are always gaps and ambiguities in regulatory statutes, and often of great import. What actions can be taken to address climate change or other environmental challenges? What will the Nation’s health-care system look like in the coming decades? Or the financial or transportation systems? What rules are going to constrain the development of A.I.? In every sphere of current or future federal regulation, expect courts from now on to play a commanding role. It is not a role Congress has given to them, in the APA or any other statute. It is a role this Court has now claimed for itself, as well as for other judges.” [Supreme Court, Loper Bright Enterprises v. Raimondo , 6/28/24 ]
• Legal expert Neal Katyal argued on MSNBC that overturning Chevron deference is “going to impact you and me every single day of our lives.” “This is a massive game change to the way our government is going to operate,” Katyal said. “Justice Kagan's dissent at the very last lines say how dangerous this is, how this shows that this court has no respect for the role of precedent, for stare decisis. She points out that the Supreme Court has relied on this principle of deference, Chevron deference, over 70 times since 1984. Lower courts have relied on it more than 18,000 times. And yet the court blew past all that and totally changed the law in a way that's going to impact you and me every single day of our lives.” [MSNBC, Ana Cabrera Reports , 6/28/24 ]

Project 2025 partners celebrate court’s decision to overturn Chevron and the demise of the “administrative state”

• Heritage senior legal fellow Sarah Parshall Perry posted on X (formerly Twitter) that “SCOTUS overrules the judicially created Chevron doctrine - which has for years given federal executive agencies authority never congressionally delegated to them. … This is a massive shift in judicial dynamics that will curb the advances of the administrative state.” [Twitter/X, 6/28/24 ]
• The Center for Renewing America, headed by former Trump Cabinet official Russ Vought, posted a clip from War Room with a quote from CRA senior fellow Jeff Clark saying, “The Deep State wanted to create a 4th branch of government who would rule over the American people … the Supreme Court wiped that away today.” [Twitter/X, 6/28/24 ]
• Texas Public Policy Foundation executive Chuck DeVore posted on X that “Chevron Deference is dead. … Now Congress will have to do its job, not simply passing vague laws and then letting unelected bureaucrats do their dirty work.” DeVore also claimed that former President Donald Trump’s Supreme Court appointments “made it happen.” [Twitter/X, 6/28/24 ]
• Moms For Liberty co-founder Tiffany Justice posted: “Today was a good day for limiting the power of the federal bureaucracy. Chevron is overruled. The Supreme Court limits federal agency power. Citizens have rights in court that federal agencies can’t take away.” [Twitter/X, 6/28/24 ]
• The Job Creators Network released a press statement from its CEO  saying, “The Supreme Court’s decision to overrule the Chevron precedent is a major victory for American small businesses. It finally reins in out-of-control regulators and bureaucrats who have for too long acted as unelected and unaccountable enemies of Main Street.” The group posted a similar message on X, adding, “Overregulation is one of the biggest challenges small businesses face, and this ruling is transformational in diminishing this threat and regulators’ power.” [Job Creators Network, 6/28/24 , 6/28/24 ]
• Competitive Enterprise Institute President Kent Lassman posted: “It’s morning in the Imperial City. Big changes demand long-term vision and a steady application of the correct combination of tools. Today radical and necessary changes to the regulatory state took big steps forward toward the light of liberty.” [Twitter/X, 6/28/24 ]
• Heartland Institute policy adviser Jeff Stier responded, “Don’t believe the headline ‘SCOTUS guts regulators’ power to protect the environment & public health. The end of Chevron Deference is a win for the constitution & We the People. Elected representatives must clearly delegate any power it wants to delegate.” [Twitter/X, 6/28/24 ]
• Former Trump HUD Secretary Ben Carson of the American Cornerstone Institute wrote, “This is a huge victory for limited, constitutional government and reining in the unelected administrative state.” Carson added that his group “urged the Supreme Court to reach just this conclusion in the amicus brief we submitted. We are proud to have played a part in this monumental win.” [Twitter/X, 6/28/24 ]
• Former Trump DHS official and Center for Renewing America senior fellow Ken Cuccinelli wrote that “we have another part of our constitution back … Chevron deference is GONE!” [Twitter/X, 6/28/24 ]
• Horace Cooper of the National Center for Public Policy Research posted that “Supreme Court takes sledgehammer to federal agency power in Chevron case.” He added, “Make no mistake, having a majority of constitutionalists on the Supreme Court ultimately does protect the American people.” [Twitter/X, 6/28/24 ]

Right-wing media figures and climate deniers cheer on the Supreme Court decision overturning 40 years of legal precedent

• Mike Davis, a former law clerk for Justice Neil Gorsch and president of the Article III Project, told Steve Bannon on War Room that the doctrine was unconstitutional and the decision “means a lot for real Americans and real America.” Davis said. “This just shows you how important elections are and how consequential Trump's first term was. He transformed the left-of-center Supreme Court to the Clarence Thomas Supreme Court.” [Real America’s Voice, Steve Bannon’s War Room , 6/28/24 ]
• The Federalist CEO and co-founder Sean Davis wrote: “BREAKING: In a major blow to the unelected administrative state, the Supreme Court has overruled the Chevron doctrine, which required courts to defer to the legal interpretations of unelected bureaucrats.” [Twitter/X, 6/28/24 ]
• National Review senior editor Charles C.W. Cooke: “Chevron is overruled. A great day for the Constitution.” [Twitter/X, 6/28/24 ]
• Climate denier and frequent Fox News contributor Steve Milloy wrote on X that the decision was a “HUGE WINNING,” adding that Trump “made this possible!” [Twitter/X, 6/28/24 , Media Matters, 10/13/21 ]
• Daily Signal editor Tyler O’Neil posted on X that the ruling is “a huge step forward for holding the administrative state—and the deep state—accountable.” [Twitter/X, 6/28/24 ]
• Cato Institute Senior Vice President Clark Neily wrote that “SCOTUS just withdrew a deep reservoir of power from the administrative state.” [Twitter/X, 6/28/24 ]
• Carrie Severino, a former legal clerk for Justice Clarence Thomas and the president of the Leonard Leo-connected Concord Fund (formerly the Judicial Crisis Network), wrote: “Good riddance to Chevron deference, which put a two-ton judicial thumb on the scale of government bureaucrats against the little guy. This is a big victory for the rule of law.” [Twitter/X, 6/28/24 ; ProPublica, 10/11/23 ; CNN, 6/13/24 ]
• Reason Magazine editor Billy Binion wrote: “Congress has ceded its authority to executive agencies & given unelected bureaucrats immense power to interpret vague laws. Today's Chevron decision will force the legislative branch to do its job: Write laws that make sense. That's not a scandal.” [Twitter/X, 6/28/24 ]
• Former GOP candidate and climate denier Vivek Ramaswamy wrote on X that “this is a *seismic* ruling,” claiming Chevron deference “has poisoned our country in recent decades.” He added that “unelected bureaucrats in the administrative state” will no longer make the laws, and “America is better off for it.” [Twitter/X, 6/28/24 ; Rolling Stone, 8/23/23 ]
• The Daily Wire’s Michael Knowles posted a video about the “Earth-shattering, groundbreaking” decision, saying that the Supreme Court “just gutted the deep state” and that it’s nearly as consequential for the right as Roe v. Wade getting overturned. “Conservatives have considered this a major source of the unaccountability of government, the bloat of government, the capricious rule that we have,” Knowles said in the video. “I’m not saying that it rises to the level of a Dobbs decision overruling Roe,” he concluded, “but in some ways, from a structure of government perspective, it sort of does.” [Twitter/X, 6/28/24 ]
• Far-right influencer Ian Miles Cheong wrote on X that the decision prevents agencies from “coming up with onerous regulations that force companies to pay salaries to government observers whose job is to act like unwanted nannies,” celebrating that it “stops federal agencies from being able to force compliance with mask mandates and COVID vaccines onto companies.” [Twitter/X, 6/28/24 ]
• Climate denier Chris Martz wrote that the Chevron doctrine “allowed unelected bureaucrats to interpret the law as they pleased and create boundless rules and regulations on businesses,” calling the new ruling overturning it “a major win for the Constitution. ” [Twitter/X, 6/28/24 ; AFP Fact Check, 5/1/24 ]
• Epoch Times contributor Hans Mahncke wrote: “The invalidation of the Chevron deference, which gave DC bureaucrats largely unchecked authority to create rules and regulations, is arguably the most significant constraint of the administrative state in generations. This is a major victory for rule of law and democracy.” [Twitter/X, 6/28/24 ]

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America’s Top Doctor on Why He Wants Warning Labels on Social Media

The surgeon general says parents should be aware that using the platforms might harm adolescents’ mental health..

This transcript was created using speech recognition software. While it has been reviewed by human transcribers, it may contain errors. Please review the episode audio before quoting from this transcript and email [email protected] with any questions.

From “The New York Times,” I’m Sabrina Tavernise and this is “The Daily.”

[MUSIC PLAYING]

A rising tide of mental health problems among teens has sent parents, teachers, and doctors searching for answers. This week, the nation’s top doctor offered one. Today, I talk with Surgeon General Vivek Murthy about his plan to take on what he sees as a central threat facing American teens, social media.

It’s Friday, June 21.

Dr. Murthy, nice to see you.

Hey, Sabrina, it’s good to see you, too. You can call me Vivek, by the way. I’m very informal.

Vivek, OK, well, being the nation’s top doctor, I’m inclined to call you doctor, but we can go with Vivek.

Yeah, I’ll tell you, Sabrina. I still think of Dr. Murthy as my dad, so.

Aha, interesting. So you are the country’s surgeon general, and we’re talking to you today because earlier this week, you made a pretty big announcement about the dangers of social media for young people. And you suggested a potential fix for it.

You actually announced this move by writing an op-ed in “The New York Times.” But before we get to that fix that you’re proposing, let’s talk about the problem. When did you start thinking of this as an issue that you should be focused on?

Well, I first started seeing the roots of the youth mental health crisis during my first term as surgeon general. This was during 2014 to ‘17. I was traveling the country listening to communities in big cities and small towns, and I was hearing often about these struggles that young people were having with loneliness and isolation, with depression and anxiety. Over the course of two terms, I have seen this ratchet up with the pandemic pouring fuel on a fire, but a fire that was already burning before the pandemic arrived.

And what specifically were you hearing? I mean, was there a patient you saw or was it something that happened to a friend or your own family that made this problem especially real for you?

Well, actually, there have been a series of things that made it real. One is my own experience personally. As a young person, I struggled a lot with my mental health, with feeling alone and isolated. I was very shy and introverted as a child. And at that time, I thought I was the only one who was struggling. It was only years later, Sabrina, that I actually realized a lot of my classmates were struggling too.

But then I think about the conversations I had as surgeon general, and I heard some stories I expected but many I did not. I remember stopping at a college, and one young woman said to me, I feel like I’m on this campus surrounded by thousands of other students, but nobody really knows me. And I feel like I can’t be myself, and I feel all alone.

I think about the moms and dads who have come to visit me, who have talked about how social media is impacting the mental health of their kids. The one mother whose son was also shy and introverted and struggled a lot with his mental health, was being bullied and was having a really difficult time. And then the algorithm on his social media platform started suggesting to him that he take his own life and started directing him as to how to do that. And he ultimately followed his directions and took his own life.

I heard just countless stories like this of young people who are struggling, parents who are struggling, as well. And those are stuck with me. And those go along with the many statistics we now have that demonstrate that we are indeed living in a profound mental health crisis.

OK, so you’re noticing this problem or this looming problem, and you’re hearing these really tragic stories. How did you go from that kind of anecdotal information gathering to actually studying this issue more closely, to inspect this as a potential health hazard?

Well, once I started hearing those stories and hearing them at such volume and consistency, they’re what really compelled me to dig more deeply into the data and to try to understand what is driving this deeper mental health crisis? It turns out it’s not just one thing. Loneliness and isolation are contributing. The experiences of violence and the fear of violence, particularly gun violence, are contributing to the daily stress and strain that so many families are going through right now. But it turns out, again and again, the issue of social media kept coming up.

So when I decided I needed to dig into this more deeply, I began, essentially, a research project with my team to understand more deeply what is the data telling us about social media and youth mental health? And the data tells us that there is, in fact an association between social media use among young people and the mental health harms that they are experiencing.

The second thing, though, that we know, and this is very important, is we know a lot based on what young people are telling us themselves. 6 out of 10 adolescent girls talk about being approached by strangers on social media in ways that make them feel uncomfortable. A third of young people say they’re staying up till past midnight on their devices. A lot of that is social media use. But nearly half of adolescents are also telling us, on these studies, that using social media makes them feel worse about their body image.

And I want to just caveat this by saying there are still open questions. We want to know more about which populations are most deeply impacted by social media, both positively and negatively.

We want to know what types of use of social media seem to contribute to the most harm and the most benefit. These are really important questions to address, and we should be investing more research in understanding them.

I want to return to something that you said, which is that there’s an association between social media use and mental health problems among young people. So this is a point of dispute within the scientific community, right? There are some studies that show that these two things are associated, in other words, that there’s some relationship there, but there really isn’t much evidence that one actually causes the other, that social media is the reason for the rise in mental health problems.

One of my colleagues, this week, talked to the chief science officer at the American Psychological Association, and she was asking about whether the time a child spent on social media contributed to poor mental health? And he said, and I quote, “the results have been really mixed with probably the consensus being that, no, it’s not related.” What is your response to that?

Well, I think — look, it’s important to look at the research question broadly. What we’re trying to understand, first and foremost, is the answer to the question parents are asking us, which is, is social media safe for my kids? And if you ask researchers, what is the data, tell us about safety, where is the data that tells us these platforms are safe? That data is not there.

So there’s not evidence of safety. There is growing evidence of harm. There is data showing an association between social media use and youth mental health harm. Now, where there are debates and discussions, in the research community, is how big is that association? Is it bigger for boys versus girls? And it seems like it is bigger for girls. Does it differ based on your socioeconomic status, based on other indicators? And those are important questions to debate.

But one of the things that you learn in medicine and in public health, when you’re faced with the real-world problems, is that you have to assess when you have enough information to act, recognizing that you want to continue to get clarity that will continue to hone your approach as time goes on.

To give you an example from a clinical circumstance, if I have a patient in front of me whose blood pressure is dropping rapidly and who is in danger of losing their life, I have to rapidly assess what are the potential causes of that. There could be many different reasons. I’ve got to quickly assess it, and I’ve got to move forward with treating it. And I keep gathering data along the way.

But the risk of inaction, of saying, hold on, let me not take action here, until every question I have is answered, the risk of that is the patient’s life. And that is literally what we are seeing taking place right now. It’s not to say that there aren’t kids who are having some benefits, but the measure of whether we should take action or not is not are some kids getting benefits from social media or not? That is not the threshold.

I lay out in my advisory last year, that there are certain benefits, but getting some benefits does not justify forcing kids to endure significant harms. We can make social media safer. We should so that kids can get the benefits without having to sustain the harms.

So I want to talk more about the warning advisory that you issued last year. As you said, the moment when you first started to act on this. Basically, your thinking was that there were these findings on social media and mental health. They seemed to be related. You were raising the alarm, and you called on parents, on tech companies, and on lawmakers to do more to protect young people. Why did you take that approach?

Well, because I think to address the harms of social media does, in fact, require all of us to ask the question, what can we do to protect our kids? And we all do have a role and responsibility here. But I do think up until now, the vast majority of the burden of managing the harms of social media has been placed almost entirely on the shoulders of parents and kids alone.

Now, think about this for a moment. Because the platforms themselves are designed by some of the best product engineers in the world, supported and resourced by some of the wealthiest companies in the world, and informed by cutting-edge brain science, ultimately to maximize how much time our kids are spending on the platforms. And to tell a parent, who didn’t grow up with these platforms, that they should somehow manage these rapidly evolving tools and keep their kids safe when they don’t even understand the full extent of harms here, that is both unreasonable and unfair. And that is why in the advisory I issued, I called on a number of other players to step up.

And what did you hope would happen after you issued your report last year?

Well, my hope was that a few things would happen. Number one, that policymakers would respond and would come together to start putting in place the kind of safety standards and data transparency requirements and privacy protections that we need. My hope also was that parents and young people would feel seen, would recognize that they’re not alone in their struggles. And finally, I wanted platforms to know that they also have a role here that they still have an opportunity to fulfill.

Social media has been around for nearly two decades. There’s been plenty of time for platforms to make the experience of young people safe, sufficiently safe. It’s one thing to say we’re implementing safety measures. It’s another thing to actually provide evidence that those measures are working to keep our kids safe.

So now we come to this week when you decide to put forward your suggested fix to the problem, and that is a warning label.

Which is something we’re used to seeing on cigarette packages, Surgeon General’s Warning. How exactly would a warning work in practice? I mean, which social media platforms are we talking about, and what would it look like in your ideal scenario?

So a warning label would be a digital warning. It would pop up at a regular basis when individuals used social media. There are important details of what that warning label looks like, what kind of font size it is, what are the literal wording of the warning label, does it have graphics associated with it, what part of your screen does it appear on? Those questions are typically answered in a scientific process that takes place after Congress authorizes a label.

Lastly, it’s important for people to know that there is data about warning labels and their effectiveness. We have now decades of experience with tobacco and alcohol warning labels. And what they tell us, particularly from tobacco, is that these labels, when done right, can be effective in increasing awareness and changing behavior.

But what gave you the idea to propose this? Is it a reflection of any frustration that not enough has been done after you issued your report last year?

Well, it’s a reflection more of the fact that we all have to look at every tool we have in our toolbox and use them to help address the harms that we may be seeing here with social media. And in our case, a surgeon general’s warning is one of those tools.

I want to be very clear that a warning label, in my mind, is not the entire fix to the harms that social media poses to our kids. I still firmly believe what I stated last year in my advisory and what I called for this week in the op-ed, which is Congress ultimately needs to make social media safer. And the way to do that is by putting in place measures that protect kids from harmful content and from manipulative features that lead them to excessive use. That is what Congress has to do. Alongside that, a warning would help parents and kids understand the risks that we see.

But let me separately say that if you’re asking, am I frustrated or concerned that there hasn’t been enough action? Absolutely yes. Look, I think all of us should be deeply concerned about how long it has taken for us to ultimately take action to make social media safer. We’ve got to do better. And that starts, ultimately, with the platforms as well as with Congress stepping up to take action.

We’ll be right back.

I wanted to ask you, Dr. Murthy, about the benefits, actually, because we’re talking that this is a complicated problem, but that there are benefits, of course. You know, social media can be particularly helpful for marginalized kids, people maybe who don’t have access to a supportive group of people around them, that it is meaningfully good in their lives. So how do you think about putting a warning label, kind of, just in a blanket way on all social media platforms in that respect?

So, I think about a warning label is providing people with information about their risk of harms. Now, risk of harm doesn’t mean that every single person is harmed. It doesn’t mean that there aren’t benefits, as well. That’s true with tobacco. It’s true with alcohol. And we have warning labels on both of those products.

But what it does mean is that there are significant risks that people should be aware of. And when it comes to special populations and groups of people and individuals who are helped by social media, we also have to look at the full picture there. Think about LGBTQ youth for a moment.

We do know, that in some cases, social media can be a way for LGBTQ youth to find community, to find support that, in some cases, they may not have in person, right? That can be positive. But what is less mentioned, is the fact that LGBTQ youth are much more likely to be bullied and harassed on social media compared to straight youth.

So how do we put that together? How do we balance those? The bottom line is, that we can’t assume, as I worry we have been doing in some of the debate around this, that because there are some benefits, that justifies all the harms, that it means we shouldn’t talk about the harms.

People have compared this moment in social media to moments in America when new media arrived on the scene and created a kind of social panic or say, new things arrived on the scene and created a kind of social panic TV, video games. That these things would be dangerous for kids. That these things would be bad for kids growing up and for their brains and all of that. What do you say to that criticism that maybe right now we’re just in the midst of another moral panic about this because we don’t quite understand it yet? What do you say to that?

Well, I think it’s an important question to consider. We want to make sure our responses are appropriate to the gravity of the situation. But in the case of social media, there’s something here that is fundamentally different from some of the other technologies that have cropped up and created temporary moral panics, whether that was TV, radio, even going way back, the printing press and books.

What’s different here, is that social media has fundamentally transformed childhood in a way that these previous technologies did not. When TV came onto the scene, I wasn’t bringing my TV into my bed and watching it throughout the night. I wasn’t able to be contacted by strangers through the TV in ways that would lead to bullying and exploitation. I didn’t have my personal data stolen because I was watching TV in ways that also could lead to exploitation and abuse.

All of these things are very unique to social media and the pervasiveness of it, the fact that young people can now carry it in their pockets and have 24/7 access to it, that has fundamentally changed the game. And this point is just important to underscore. Adolescents are not little adults. They are fundamentally in a very different stage of brain development.

And in that stage of brain development, their impulse control hasn’t developed as much. They are more susceptible to social comparison and social suggestion. So the things that, even to us adults, might seem as just willpower questions, you might just say it’s a balance. Just draw a few boundaries around your use of social media, no problem. One would argue it’s quite hard for adults to do that, by the way, but especially for young people, this is exceedingly hard.

And Sabrina, I got to say that, for me, and I know for many others, this is very personal. I’m a father of two young kids who’s watching them grow up you faster than I would like every day and who’s seeing the world coming at them rapidly. And I know I’m not alone as a parent.

And I think about the day when they come up to me and ask me if they can have a social media account. I think about what’s going to happen when their friends are bullied and harassed online. How are they going to respond? Are their friends going to feel comfortable talking to them about it? These are the questions that all of us have to grapple with as parents.

How old are your children?

My kids are six and seven now, and even though they’re young, I will say that a couple of years ago, when my daughter was in preschool, she came home one day and asked us about posting a picture on social media.

That’s how early it’s coming at us.

And what did you say to her?

We said no, and she went on her way, and she was fine. But this is going to happen more and more. It’s happening earlier and earlier to kids. And parents are out there trying to manage this all on their own. There’s no manual for how to manage social media for your kids. There’s no set of ideal practices for how to tailor your kid’s needs to the evolving nature of social media.

That’s actually why I believe that parents need to also come together and support one another around taking a set of shared rules so that not only is it easier for us, but it’s easier for our kids. When we tell our kid, for example, as my wife and I are planning to do for our kids, that we are not going to consider them being on social media until at least after middle school, it will be helpful to us if there are other parents in our friend community and our school community who are doing the same because then we can say, no, you’re not the only one, but Bobby and Mary and Jack are also waiting until after middle school.

And are there other parents who want to do the same to wait until after middle school? Or are you guys outliers?

Well, so this is what has been fascinating, obviously, even in our own school community. In the last few weeks alone, there has been more conversation in our school about how to manage technology for our kids. And there are many more parents than I had even realized, in our school, who want to wait until later. But the reason many don’t is because they want to assume that everyone is just doing this. They don’t want their kid to be left out. So this is a collective action problem.

But many of them are also unsure how to manage some of those harms or may not even be sure what the harms are. And there’s a lot of pressure too. The number of parents I talked to who say, my child came up to me and said, if you don’t let me open up an account on social media, I’ll be the only one —

— in my class. I’ll be left out. Do you want me to be more lonely? And if you’re a parent facing that, of course you don’t want your child to be lonely. So I really feel for parents because our kids shouldn’t be alone in this, and we shouldn’t be alone either, as parents, in managing social media.

So as the daughter of parents who decided that their child should not have a television, I can identify with those kids who say, I feel more lonely.

You’re not part of the conversation. You can’t participate in the games because you don’t hear, and you don’t see, and it is difficult. It’s the hardest thing for a parent, right? Are you worried that could happen to you that your kids — you would somehow kind of deepen the loneliness? I mean, you yourself were a lonely child growing up, you said. How do you think about this?

Well, this is why I think it’s so important for us to build this broader movement together, to reengineer the relationship that our kids have with technology. Because imagine if we delay the age at which kids start using social media. Imagine even after they use social media, if we build tech free zones in their lives, in their days to protect sleep, in-person interaction, physical activity, and learning. Think about what we would do and could do with that time.

I think about the school in Indiana that I went to, which had put in place restrictions around the use of social media and phones during class time. And they said that what they noticed was kids started playing games together in the library, and in the hallway, they were talking more. The volume in the hallways went up. And this has been one of the most striking things to me about the college tours that I’ve done. I remember college as a time where the most noisy place on campus was the dining hall.

Because everyone was coming together to talk about what they did. It was just you could barely hear yourself think.

These days, when I go to college campuses, and particularly the dining halls, it’s quiet because people are on their devices, they’re listening to music on their iPod, they’re on their laptops. And one of the most chilling questions that I got on the college tour, again and again, from kids, was how were we supposed to build connection with one another when the culture isn’t for people to talk to each other anymore? Just think about that for a minute.

They’re saying the culture is not for people to talk to each other anymore. We have to rebuild the spaces where people can talk to each other, where our kids can talk to each other, where they can discover things together, where they can agree and disagree together, but where they can do that in a way that helps them build healthy relationships, negotiate disagreement, and build friendships.

So let’s say that Congress goes along with this, and warning labels start to appear on social media online. We’re now almost 20 years since the advent of the smartphone. 2007 was the first iPhone. I remember getting one. Entire generations have formed their habits around these devices.

And as we’ve discussed, there have been some real benefits, but also there are some steep societal costs.

Someone, I read somewhere, put it that our kids are now this giant human, real-time, real-life laboratory of what all of this is going to mean. So is a label actually going to unwind that? Is it too late to unwind this?

I don’t think it’s too late. I think about smoking in our country. In 1964, when the first Surgeon General’s Report on Tobacco was issued. At that time, 42 percent of Americans smoked. There were advertisements everywhere for smoking that kids could see. It was just seen as part of the culture.

And there were people, at that time, who said, the notion that you’re going to get people to stop smoking just seems unrealistic. But the combination of not just a report but all of the action that that report helped to promote and unleash community education programs, advocacy from parents, legislation from Congress and from state and local legislatures. Together, over the years, that helped us take us from 42 percent to below 12 percent. That helped us save countless lives.

So is it going to be easy to change and re-engineer our relationship to social media and to make social media safer? No, it’s not going to be easy. It’s going to be complicated. But I firmly believe that, as a nation, America can do hard things. We’ve done hard things before. And what better time than on this issue when what’s at stake is the mental health and well-being of our kids?

Do your kids know what your job is?

[LAUGHS]: My kids now know that I’m the surgeon general, but I don’t know that they know what that means. They know that I wear a uniform. And they know that I do a lot of interviews and talks, but I’m not sure that they entirely know what my day job is. They just know it has to do with health.

In my house, when you ask who’s a doctor in the house —

— my kids point to my wife. And we often have to remind them that, hey, daddy’s a doctor, too. So [LAUGHS]: it’s one of the humbling things about being a parent, and I love it.

Do they know anything about what you did this week?

They know that I was doing a lot of media because they saw me on TV here and there when they were walking past their grandparents’ television. But they don’t really know, otherwise. They don’t really know what — really, what social media is, at this point. But that is going to change any day now. It’s coming.

Do you think that, potentially, what you’re doing now means that they will be more protected?

I hope so, yeah. I mean, we do the work we do, as parents, I do the work I do, as a dad, not only because I want to serve, but because I want the world to be better for my kids.

And that’s what guides me here too.

I want my kids to grow up in a world where the technology and the tools that are in front of them help them and don’t harm them. I want them to grow up in a world where we are more connected with one another, where they can build friendships, and they can seek out other kids who may be struggling with loneliness and help them feel less alone and know that there’s somebody who’s got their back.

If I’ve learned one thing, in my life, it’s that we really do need each other. My wife and I, as much as we love our kids, we can’t make sure the whole world is safe for them by ourselves. We can’t make sure that they grow and encounter healthy levels of adversity just on our own. This is something we’ve got to do together as parents.

And so I do hope that the work that I do will have some small contribution to making the world better for them. But I also know that to fulfill that hope, it’s going to take all of us working hand in hand and keeping our North star clear, which is, ultimately, taking care of our kids. Because as a dad, I just don’t know what’s more important than that.

Dr. Murthy, thank you so much for your time.

Thank you so much, Sabrina. I really appreciate the chance to talk with you about this. [MUSIC PLAYING]

You can hear more discussion of the surgeon general’s social media recommendation on this week’s episode of “Hard Fork.”

Here’s what else you should know today. On Thursday, the Supreme Court upheld a tax on foreign income that helped finance the tax cuts that President Donald Trump imposed in 2017 in a case that many experts had cautioned could undercut the nation’s tax system. The vote was 7 to 2, with Justice Brett Kavanaugh writing the majority opinion. He was joined by Chief Justice John Roberts and by the court’s three liberals. The ruling avoided what many feared could have been fiscal chaos by upholding, for now, the structure of the income tax system.

And Donald Sutherland, the actor who played a laid-back battlefield surgeon in the film “M*A*S*H” and a soulful father in the movie “Ordinary People,” died on Thursday, in Miami, at the age of 88. Sutherland was known for his wide range. He had the ability to both charm and unsettle, to reassure and repulse. Across six decades, starting in the early 1960s, he appeared in nearly 200 films and television shows. Some years, he was in as many as half a dozen movies.

A quick reminder to catch a new episode of “The Interview” right here tomorrow. This week, Lulu Garcia-Navarro talks with Michigan Governor Gretchen Whitmer about why she wants to meet one of the men convicted of plotting to kidnap her in 2020.

I’d like to understand what drove this group of people to undergo this exercise to try to kidnap me and kill me. I want to understand it. What is happening —

You think there’s something to understand?

Maybe. Maybe there’s not. But I’d like to see.

Today’s episode was produced by Lynsea Garrison, Rob Szypko, Alex Stern, and Rikki Novetsky. It was edited by Lexie Diao and Michael Benoist, contains original music by Dan Powell and Chelsea Daniel and was engineered by Alison Moxley. Special thanks to Ellen Barry. Our theme music is by Jim Brunberg and Ben Landsverk of Wonderly.

That’s it for “The Daily.” I’m Sabrina Tavernise. See you on Monday.

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Hosted by Sabrina Tavernise

Produced by Lynsea Garrison ,  Rob Szypko ,  Alex Stern and Rikki Novetsky

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Engineered by Alyssa Moxley

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Warning: This episode contains mentions of bullying and suicide.

A rising tide of mental health problems among teenagers has sent parents, teachers and doctors searching for answers. This week, the U.S. surgeon general, Dr. Vivek H. Murthy, offered one: social media.

Today, Dr. Murthy discusses his proposal to require platforms such as YouTube, TikTok and Instagram to include warning labels, like those that appear on tobacco and alcohol products.

On today’s episode

Dr. Vivek H. Murthy , the U.S. surgeon general.

Background reading

Dr. Murthy cannot unilaterally impose warnings on social media; the action requires approval by Congress .

Read a guest essay by Dr. Murthy: Why I’m Calling for a Warning Label on Social Media Platforms .

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

The Daily is made by Rachel Quester, Lynsea Garrison, Clare Toeniskoetter, Paige Cowett, Michael Simon Johnson, Brad Fisher, Chris Wood, Jessica Cheung, Stella Tan, Alexandra Leigh Young, Lisa Chow, Eric Krupke, Marc Georges, Luke Vander Ploeg, M.J. Davis Lin, Dan Powell, Sydney Harper, Mike Benoist, Liz O. Baylen, Asthaa Chaturvedi, Rachelle Bonja, Diana Nguyen, Marion Lozano, Corey Schreppel, Rob Szypko, Elisheba Ittoop, Mooj Zadie, Patricia Willens, Rowan Niemisto, Jody Becker, Rikki Novetsky, John Ketchum, Nina Feldman, Will Reid, Carlos Prieto, Ben Calhoun, Susan Lee, Lexie Diao, Mary Wilson, Alex Stern, Sophia Lanman, Shannon Lin, Diane Wong, Devon Taylor, Alyssa Moxley, Summer Thomad, Olivia Natt, Daniel Ramirez and Brendan Klinkenberg.

Our theme music is by Jim Brunberg and Ben Landsverk of Wonderly. Special thanks to Sam Dolnick, Paula Szuchman, Lisa Tobin, Larissa Anderson, Julia Simon, Sofia Milan, Mahima Chablani, Elizabeth Davis-Moorer, Jeffrey Miranda, Maddy Masiello, Isabella Anderson, Nina Lassam and Nick Pitman.

An earlier version of this episode misstated one of Donald Sutherland’s most notable roles. He starred in the film M*A*S*H, not the television series that followed.

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