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Harvard T.H. Chan School of Public Health Case-Based Teaching & Learning Initiative

Teaching cases & active learning resources for public health education, writing a "teaching" case study: 10 easy steps, using our case library, access to cases.

Many of our cases are available for sale through Harvard Business Publishing in the  Harvard T.H. Chan case collection . Others are free to download through this website .

Cases in this collection may be used free of charge by Harvard Chan course instructors in their teaching. Contact  Allison Bodznick , Harvard Chan Case Library administrator, for access.

Access to teaching notes

Teaching notes are available as supporting material to many of the cases in the Harvard Chan Case Library. Teaching notes provide an overview of the case and suggested discussion questions, as well as a roadmap for using the case in the classroom.

Access to teaching notes is limited to course instructors only.

  • Teaching notes for cases available through  Harvard Business Publishing may be downloaded after registering for an Educator account .
  • To request teaching notes for cases that are available for free through this website, look for the "Teaching note  available for faculty/instructors " link accompanying the abstract for the case you are interested in; you'll be asked to complete a brief survey verifying your affiliation as an instructor.

Using the Harvard Business Publishing site

Faculty and instructors with university affiliations can register for Educator access on the Harvard Business Publishing website,  where many of our cases are available . An Educator account provides access to teaching notes, full-text review copies of cases, articles, simulations, course planning tools, and discounted pricing for your students.

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Using Case Studies to Teach

teaching case study template

Why Use Cases?

Many students are more inductive than deductive reasoners, which means that they learn better from examples than from logical development starting with basic principles. The use of case studies can therefore be a very effective classroom technique.

Case studies are have long been used in business schools, law schools, medical schools and the social sciences, but they can be used in any discipline when instructors want students to explore how what they have learned applies to real world situations. Cases come in many formats, from a simple “What would you do in this situation?” question to a detailed description of a situation with accompanying data to analyze. Whether to use a simple scenario-type case or a complex detailed one depends on your course objectives.

Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions. Requirements can range from a one-paragraph answer to a fully developed group action plan, proposal or decision.

Common Case Elements

Most “full-blown” cases have these common elements:

  • A decision-maker who is grappling with some question or problem that needs to be solved.
  • A description of the problem’s context (a law, an industry, a family).
  • Supporting data, which can range from data tables to links to URLs, quoted statements or testimony, supporting documents, images, video, or audio.

Case assignments can be done individually or in teams so that the students can brainstorm solutions and share the work load.

The following discussion of this topic incorporates material presented by Robb Dixon of the School of Management and Rob Schadt of the School of Public Health at CEIT workshops. Professor Dixon also provided some written comments that the discussion incorporates.

Advantages to the use of case studies in class

A major advantage of teaching with case studies is that the students are actively engaged in figuring out the principles by abstracting from the examples. This develops their skills in:

  • Problem solving
  • Analytical tools, quantitative and/or qualitative, depending on the case
  • Decision making in complex situations
  • Coping with ambiguities

Guidelines for using case studies in class

In the most straightforward application, the presentation of the case study establishes a framework for analysis. It is helpful if the statement of the case provides enough information for the students to figure out solutions and then to identify how to apply those solutions in other similar situations. Instructors may choose to use several cases so that students can identify both the similarities and differences among the cases.

Depending on the course objectives, the instructor may encourage students to follow a systematic approach to their analysis.  For example:

  • What is the issue?
  • What is the goal of the analysis?
  • What is the context of the problem?
  • What key facts should be considered?
  • What alternatives are available to the decision-maker?
  • What would you recommend — and why?

An innovative approach to case analysis might be to have students  role-play the part of the people involved in the case. This not only actively engages students, but forces them to really understand the perspectives of the case characters. Videos or even field trips showing the venue in which the case is situated can help students to visualize the situation that they need to analyze.

Accompanying Readings

Case studies can be especially effective if they are paired with a reading assignment that introduces or explains a concept or analytical method that applies to the case. The amount of emphasis placed on the use of the reading during the case discussion depends on the complexity of the concept or method. If it is straightforward, the focus of the discussion can be placed on the use of the analytical results. If the method is more complex, the instructor may need to walk students through its application and the interpretation of the results.

Leading the Case Discussion and Evaluating Performance

Decision cases are more interesting than descriptive ones. In order to start the discussion in class, the instructor can start with an easy, noncontroversial question that all the students should be able to answer readily. However, some of the best case discussions start by forcing the students to take a stand. Some instructors will ask a student to do a formal “open” of the case, outlining his or her entire analysis.  Others may choose to guide discussion with questions that move students from problem identification to solutions.  A skilled instructor steers questions and discussion to keep the class on track and moving at a reasonable pace.

In order to motivate the students to complete the assignment before class as well as to stimulate attentiveness during the class, the instructor should grade the participation—quantity and especially quality—during the discussion of the case. This might be a simple check, check-plus, check-minus or zero. The instructor should involve as many students as possible. In order to engage all the students, the instructor can divide them into groups, give each group several minutes to discuss how to answer a question related to the case, and then ask a randomly selected person in each group to present the group’s answer and reasoning. Random selection can be accomplished through rolling of dice, shuffled index cards, each with one student’s name, a spinning wheel, etc.

Tips on the Penn State U. website: http://tlt.its.psu.edu/suggestions/cases/

If you are interested in using this technique in a science course, there is a good website on use of case studies in the sciences at the University of Buffalo.

Dunne, D. and Brooks, K. (2004) Teaching with Cases (Halifax, NS: Society for Teaching and Learning in Higher Education), ISBN 0-7703-8924-4 (Can be ordered at http://www.bookstore.uwo.ca/ at a cost of $15.00)

Center for Teaching

Case studies.

Print Version

Case studies are stories that are used as a teaching tool to show the application of a theory or concept to real situations. Dependent on the goal they are meant to fulfill, cases can be fact-driven and deductive where there is a correct answer, or they can be context driven where multiple solutions are possible. Various disciplines have employed case studies, including humanities, social sciences, sciences, engineering, law, business, and medicine. Good cases generally have the following features: they tell a good story, are recent, include dialogue, create empathy with the main characters, are relevant to the reader, serve a teaching function, require a dilemma to be solved, and have generality.

Instructors can create their own cases or can find cases that already exist. The following are some things to keep in mind when creating a case:

  • What do you want students to learn from the discussion of the case?
  • What do they already know that applies to the case?
  • What are the issues that may be raised in discussion?
  • How will the case and discussion be introduced?
  • What preparation is expected of students? (Do they need to read the case ahead of time? Do research? Write anything?)
  • What directions do you need to provide students regarding what they are supposed to do and accomplish?
  • Do you need to divide students into groups or will they discuss as the whole class?
  • Are you going to use role-playing or facilitators or record keepers? If so, how?
  • What are the opening questions?
  • How much time is needed for students to discuss the case?
  • What concepts are to be applied/extracted during the discussion?
  • How will you evaluate students?

To find other cases that already exist, try the following websites:

  • The National Center for Case Study Teaching in Science , University of Buffalo. SUNY-Buffalo maintains this set of links to other case studies on the web in disciplines ranging from engineering and ethics to sociology and business
  • A Journal of Teaching Cases in Public Administration and Public Policy , University of Washington

For more information:

  • World Association for Case Method Research and Application

Book Review :  Teaching and the Case Method , 3rd ed., vols. 1 and 2, by Louis Barnes, C. Roland (Chris) Christensen, and Abby Hansen. Harvard Business School Press, 1994; 333 pp. (vol 1), 412 pp. (vol 2).

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Case Method Teaching and Learning

What is the case method? How can the case method be used to engage learners? What are some strategies for getting started? This guide helps instructors answer these questions by providing an overview of the case method while highlighting learner-centered and digitally-enhanced approaches to teaching with the case method. The guide also offers tips to instructors as they get started with the case method and additional references and resources.

On this page:

What is case method teaching.

  • Case Method at Columbia

Why use the Case Method?

Case method teaching approaches, how do i get started.

  • Additional Resources

The CTL is here to help!

For support with implementing a case method approach in your course, email [email protected] to schedule your 1-1 consultation .

Cite this resource: Columbia Center for Teaching and Learning (2019). Case Method Teaching and Learning. Columbia University. Retrieved from [today’s date] from https://ctl.columbia.edu/resources-and-technology/resources/case-method/  

Case method 1 teaching is an active form of instruction that focuses on a case and involves students learning by doing 2 3 . Cases are real or invented stories 4  that include “an educational message” or recount events, problems, dilemmas, theoretical or conceptual issue that requires analysis and/or decision-making.

Case-based teaching simulates real world situations and asks students to actively grapple with complex problems 5 6 This method of instruction is used across disciplines to promote learning, and is common in law, business, medicine, among other fields. See Table 1 below for a few types of cases and the learning they promote.

Table 1: Types of cases and the learning they promote.

For a more complete list, see Case Types & Teaching Methods: A Classification Scheme from the National Center for Case Study Teaching in Science.

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Case Method Teaching and Learning at Columbia

The case method is actively used in classrooms across Columbia, at the Morningside campus in the School of International and Public Affairs (SIPA), the School of Business, Arts and Sciences, among others, and at Columbia University Irving Medical campus.

Faculty Spotlight:

Professor Mary Ann Price on Using Case Study Method to Place Pre-Med Students in Real-Life Scenarios

Read more  

Professor De Pinho on Using the Case Method in the Mailman Core

Case method teaching has been found to improve student learning, to increase students’ perception of learning gains, and to meet learning objectives 8 9 . Faculty have noted the instructional benefits of cases including greater student engagement in their learning 10 , deeper student understanding of concepts, stronger critical thinking skills, and an ability to make connections across content areas and view an issue from multiple perspectives 11 . 

Through case-based learning, students are the ones asking questions about the case, doing the problem-solving, interacting with and learning from their peers, “unpacking” the case, analyzing the case, and summarizing the case. They learn how to work with limited information and ambiguity, think in professional or disciplinary ways, and ask themselves “what would I do if I were in this specific situation?”

The case method bridges theory to practice, and promotes the development of skills including: communication, active listening, critical thinking, decision-making, and metacognitive skills 12 , as students apply course content knowledge, reflect on what they know and their approach to analyzing, and make sense of a case. 

Though the case method has historical roots as an instructor-centered approach that uses the Socratic dialogue and cold-calling, it is possible to take a more learner-centered approach in which students take on roles and tasks traditionally left to the instructor. 

Cases are often used as “vehicles for classroom discussion” 13 . Students should be encouraged to take ownership of their learning from a case. Discussion-based approaches engage students in thinking and communicating about a case. Instructors can set up a case activity in which students are the ones doing the work of “asking questions, summarizing content, generating hypotheses, proposing theories, or offering critical analyses” 14 . 

The role of the instructor is to share a case or ask students to share or create a case to use in class, set expectations, provide instructions, and assign students roles in the discussion. Student roles in a case discussion can include: 

  • discussion “starters” get the conversation started with a question or posing the questions that their peers came up with; 
  • facilitators listen actively, validate the contributions of peers, ask follow-up questions, draw connections, refocus the conversation as needed; 
  • recorders take-notes of the main points of the discussion, record on the board, upload to CourseWorks, or type and project on the screen; and 
  • discussion “wrappers” lead a summary of the main points of the discussion. 

Prior to the case discussion, instructors can model case analysis and the types of questions students should ask, co-create discussion guidelines with students, and ask for students to submit discussion questions. During the discussion, the instructor can keep time, intervene as necessary (however the students should be doing the talking), and pause the discussion for a debrief and to ask students to reflect on what and how they learned from the case activity. 

Note: case discussions can be enhanced using technology. Live discussions can occur via video-conferencing (e.g., using Zoom ) or asynchronous discussions can occur using the Discussions tool in CourseWorks (Canvas) .

Table 2 includes a few interactive case method approaches. Regardless of the approach selected, it is important to create a learning environment in which students feel comfortable participating in a case activity and learning from one another. See below for tips on supporting student in how to learn from a case in the “getting started” section and how to create a supportive learning environment in the Guide for Inclusive Teaching at Columbia . 

Table 2. Strategies for Engaging Students in Case-Based Learning

Approaches to case teaching should be informed by course learning objectives, and can be adapted for small, large, hybrid, and online classes. Instructional technology can be used in various ways to deliver, facilitate, and assess the case method. For instance, an online module can be created in CourseWorks (Canvas) to structure the delivery of the case, allow students to work at their own pace, engage all learners, even those reluctant to speak up in class, and assess understanding of a case and student learning. Modules can include text, embedded media (e.g., using Panopto or Mediathread ) curated by the instructor, online discussion, and assessments. Students can be asked to read a case and/or watch a short video, respond to quiz questions and receive immediate feedback, post questions to a discussion, and share resources. 

For more information about options for incorporating educational technology to your course, please contact your Learning Designer .

To ensure that students are learning from the case approach, ask them to pause and reflect on what and how they learned from the case. Time to reflect  builds your students’ metacognition, and when these reflections are collected they provides you with insights about the effectiveness of your approach in promoting student learning.

Well designed case-based learning experiences: 1) motivate student involvement, 2) have students doing the work, 3) help students develop knowledge and skills, and 4) have students learning from each other.  

Designing a case-based learning experience should center around the learning objectives for a course. The following points focus on intentional design. 

Identify learning objectives, determine scope, and anticipate challenges. 

  • Why use the case method in your course? How will it promote student learning differently than other approaches? 
  • What are the learning objectives that need to be met by the case method? What knowledge should students apply and skills should they practice? 
  • What is the scope of the case? (a brief activity in a single class session to a semester-long case-based course; if new to case method, start small with a single case). 
  • What challenges do you anticipate (e.g., student preparation and prior experiences with case learning, discomfort with discussion, peer-to-peer learning, managing discussion) and how will you plan for these in your design? 
  • If you are asking students to use transferable skills for the case method (e.g., teamwork, digital literacy) make them explicit. 

Determine how you will know if the learning objectives were met and develop a plan for evaluating the effectiveness of the case method to inform future case teaching. 

  • What assessments and criteria will you use to evaluate student work or participation in case discussion? 
  • How will you evaluate the effectiveness of the case method? What feedback will you collect from students? 
  • How might you leverage technology for assessment purposes? For example, could you quiz students about the case online before class, accept assignment submissions online, use audience response systems (e.g., PollEverywhere) for formative assessment during class? 

Select an existing case, create your own, or encourage students to bring course-relevant cases, and prepare for its delivery

  • Where will the case method fit into the course learning sequence? 
  • Is the case at the appropriate level of complexity? Is it inclusive, culturally relevant, and relatable to students? 
  • What materials and preparation will be needed to present the case to students? (e.g., readings, audiovisual materials, set up a module in CourseWorks). 

Plan for the case discussion and an active role for students

  • What will your role be in facilitating case-based learning? How will you model case analysis for your students? (e.g., present a short case and demo your approach and the process of case learning) (Davis, 2009). 
  • What discussion guidelines will you use that include your students’ input? 
  • How will you encourage students to ask and answer questions, summarize their work, take notes, and debrief the case? 
  • If students will be working in groups, how will groups form? What size will the groups be? What instructions will they be given? How will you ensure that everyone participates? What will they need to submit? Can technology be leveraged for any of these areas? 
  • Have you considered students of varied cognitive and physical abilities and how they might participate in the activities/discussions, including those that involve technology? 

Student preparation and expectations

  • How will you communicate about the case method approach to your students? When will you articulate the purpose of case-based learning and expectations of student engagement? What information about case-based learning and expectations will be included in the syllabus?
  • What preparation and/or assignment(s) will students complete in order to learn from the case? (e.g., read the case prior to class, watch a case video prior to class, post to a CourseWorks discussion, submit a brief memo, complete a short writing assignment to check students’ understanding of a case, take on a specific role, prepare to present a critique during in-class discussion).

Andersen, E. and Schiano, B. (2014). Teaching with Cases: A Practical Guide . Harvard Business Press. 

Bonney, K. M. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains†. Journal of Microbiology & Biology Education , 16 (1), 21–28. https://doi.org/10.1128/jmbe.v16i1.846

Davis, B.G. (2009). Chapter 24: Case Studies. In Tools for Teaching. Second Edition. Jossey-Bass. 

Garvin, D.A. (2003). Making the Case: Professional Education for the world of practice. Harvard Magazine. September-October 2003, Volume 106, Number 1, 56-107.

Golich, V.L. (2000). The ABCs of Case Teaching. International Studies Perspectives. 1, 11-29. 

Golich, V.L.; Boyer, M; Franko, P.; and Lamy, S. (2000). The ABCs of Case Teaching. Pew Case Studies in International Affairs. Institute for the Study of Diplomacy. 

Heath, J. (2015). Teaching & Writing Cases: A Practical Guide. The Case Center, UK. 

Herreid, C.F. (2011). Case Study Teaching. New Directions for Teaching and Learning. No. 128, Winder 2011, 31 – 40. 

Herreid, C.F. (2007). Start with a Story: The Case Study Method of Teaching College Science . National Science Teachers Association. Available as an ebook through Columbia Libraries. 

Herreid, C.F. (2006). “Clicker” Cases: Introducing Case Study Teaching Into Large Classrooms. Journal of College Science Teaching. Oct 2006, 36(2). https://search.proquest.com/docview/200323718?pq-origsite=gscholar  

Krain, M. (2016). Putting the Learning in Case Learning? The Effects of Case-Based Approaches on Student Knowledge, Attitudes, and Engagement. Journal on Excellence in College Teaching. 27(2), 131-153. 

Lundberg, K.O. (Ed.). (2011). Our Digital Future: Boardrooms and Newsrooms. Knight Case Studies Initiative. 

Popil, I. (2011). Promotion of critical thinking by using case studies as teaching method. Nurse Education Today, 31(2), 204–207. https://doi.org/10.1016/j.nedt.2010.06.002

Schiano, B. and Andersen, E. (2017). Teaching with Cases Online . Harvard Business Publishing. 

Thistlethwaite, JE; Davies, D.; Ekeocha, S.; Kidd, J.M.; MacDougall, C.; Matthews, P.; Purkis, J.; Clay D. (2012). The effectiveness of case-based learning in health professional education: A BEME systematic review . Medical Teacher. 2012; 34(6): e421-44. 

Yadav, A.; Lundeberg, M.; DeSchryver, M.; Dirkin, K.; Schiller, N.A.; Maier, K. and Herreid, C.F. (2007). Teaching Science with Case Studies: A National Survey of Faculty Perceptions of the Benefits and Challenges of Using Cases. Journal of College Science Teaching; Sept/Oct 2007; 37(1). 

Weimer, M. (2013). Learner-Centered Teaching: Five Key Changes to Practice. Second Edition. Jossey-Bass.

Additional resources 

Teaching with Cases , Harvard Kennedy School of Government. 

Features “what is a teaching case?” video that defines a teaching case, and provides documents to help students prepare for case learning, Common case teaching challenges and solutions, tips for teaching with cases. 

Promoting excellence and innovation in case method teaching: Teaching by the Case Method , Christensen Center for Teaching & Learning. Harvard Business School. 

National Center for Case Study Teaching in Science . University of Buffalo. 

A collection of peer-reviewed STEM cases to teach scientific concepts and content, promote process skills and critical thinking. The Center welcomes case submissions. Case classification scheme of case types and teaching methods:

  • Different types of cases: analysis case, dilemma/decision case, directed case, interrupted case, clicker case, a flipped case, a laboratory case. 
  • Different types of teaching methods: problem-based learning, discussion, debate, intimate debate, public hearing, trial, jigsaw, role-play. 

Columbia Resources

Resources available to support your use of case method: The University hosts a number of case collections including: the Case Consortium (a collection of free cases in the fields of journalism, public policy, public health, and other disciplines that include teaching and learning resources; SIPA’s Picker Case Collection (audiovisual case studies on public sector innovation, filmed around the world and involving SIPA student teams in producing the cases); and Columbia Business School CaseWorks , which develops teaching cases and materials for use in Columbia Business School classrooms.

Center for Teaching and Learning

The Center for Teaching and Learning (CTL) offers a variety of programs and services for instructors at Columbia. The CTL can provide customized support as you plan to use the case method approach through implementation. Schedule a one-on-one consultation. 

Office of the Provost

The Hybrid Learning Course Redesign grant program from the Office of the Provost provides support for faculty who are developing innovative and technology-enhanced pedagogy and learning strategies in the classroom. In addition to funding, faculty awardees receive support from CTL staff as they redesign, deliver, and evaluate their hybrid courses.

The Start Small! Mini-Grant provides support to faculty who are interested in experimenting with one new pedagogical strategy or tool. Faculty awardees receive funds and CTL support for a one-semester period.

Explore our teaching resources.

  • Blended Learning
  • Contemplative Pedagogy
  • Inclusive Teaching Guide
  • FAQ for Teaching Assistants
  • Metacognition

CTL resources and technology for you.

  • Overview of all CTL Resources and Technology
  • The origins of this method can be traced to Harvard University where in 1870 the Law School began using cases to teach students how to think like lawyers using real court decisions. This was followed by the Business School in 1920 (Garvin, 2003). These professional schools recognized that lecture mode of instruction was insufficient to teach critical professional skills, and that active learning would better prepare learners for their professional lives. ↩
  • Golich, V.L. (2000). The ABCs of Case Teaching. International Studies Perspectives. 1, 11-29. ↩
  • Herreid, C.F. (2007). Start with a Story: The Case Study Method of Teaching College Science . National Science Teachers Association. Available as an ebook through Columbia Libraries. ↩
  • Davis, B.G. (2009). Chapter 24: Case Studies. In Tools for Teaching. Second Edition. Jossey-Bass. ↩
  • Andersen, E. and Schiano, B. (2014). Teaching with Cases: A Practical Guide . Harvard Business Press. ↩
  • Lundberg, K.O. (Ed.). (2011). Our Digital Future: Boardrooms and Newsrooms. Knight Case Studies Initiative. ↩
  • Heath, J. (2015). Teaching & Writing Cases: A Practical Guide. The Case Center, UK. ↩
  • Bonney, K. M. (2015). Case Study Teaching Method Improves Student Performance and Perceptions of Learning Gains†. Journal of Microbiology & Biology Education , 16 (1), 21–28. https://doi.org/10.1128/jmbe.v16i1.846 ↩
  • Krain, M. (2016). Putting the Learning in Case Learning? The Effects of Case-Based Approaches on Student Knowledge, Attitudes, and Engagement. Journal on Excellence in College Teaching. 27(2), 131-153. ↩
  • Thistlethwaite, JE; Davies, D.; Ekeocha, S.; Kidd, J.M.; MacDougall, C.; Matthews, P.; Purkis, J.; Clay D. (2012). The effectiveness of case-based learning in health professional education: A BEME systematic review . Medical Teacher. 2012; 34(6): e421-44. ↩
  • Yadav, A.; Lundeberg, M.; DeSchryver, M.; Dirkin, K.; Schiller, N.A.; Maier, K. and Herreid, C.F. (2007). Teaching Science with Case Studies: A National Survey of Faculty Perceptions of the Benefits and Challenges of Using Cases. Journal of College Science Teaching; Sept/Oct 2007; 37(1). ↩
  • Popil, I. (2011). Promotion of critical thinking by using case studies as teaching method. Nurse Education Today, 31(2), 204–207. https://doi.org/10.1016/j.nedt.2010.06.002 ↩
  • Weimer, M. (2013). Learner-Centered Teaching: Five Key Changes to Practice. Second Edition. Jossey-Bass. ↩
  • Herreid, C.F. (2006). “Clicker” Cases: Introducing Case Study Teaching Into Large Classrooms. Journal of College Science Teaching. Oct 2006, 36(2). https://search.proquest.com/docview/200323718?pq-origsite=gscholar ↩

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HKS Case Program

  • Case Teaching Resources

Teaching With Cases

Included here are resources to learn more about case method and teaching with cases.

What Is A Teaching Case?

This video explores the definition of a teaching case and introduces the rationale for using case method.

Narrated by Carolyn Wood, former director of the HKS Case Program

Learning by the Case Method

Questions for class discussion, common case teaching challenges and possible solutions, teaching with cases tip sheet, teaching ethics by the case method.

The case method is an effective way to increase student engagement and challenge students to integrate and apply skills to real-world problems. In these videos,  Using the Case Method to Teach Public Policy , you'll find invaluable insights into the art of case teaching from one of HKS’s most respected professors, Jose A. Gomez-Ibanez.

Chapter 1: Preparing for Class (2:29)

Chapter 2: How to begin the class and structure the discussion blocks (1:37)

Chapter 3: How to launch the discussion (1:36)

Chapter 4: Tools to manage the class discussion (2:23)

Chapter 5: Encouraging participation and acknowledging students' comments (1:52)

Chapter 6: Transitioning from one block to the next / Importance of body (2:05)

Chapter 7: Using the board plan to feed the discussion (3:33)

Chapter 8: Exploring the richness of the case (1:42)

Chapter 9: The wrap-up. Why teach cases? (2:49)

  • Harvard Business School →
  • Christensen Center →

Teaching by the Case Method

  • Preparing to Teach
  • Leading in the Classroom
  • Providing Assessment & Feedback
  • Sample Class

Case Method in Practice

Chris Christensen described case method teaching as "the art of managing uncertainty"—a process in which the instructor serves as "planner, host, moderator, devil's advocate, fellow-student, and judge," all in search of solutions to real-world problems and challenges.

Unlike lectures, case method classes unfold without a detailed script. Successful instructors simultaneously manage content and process, and they must prepare rigorously for both. Case method teachers learn to balance planning and spontaneity. In practice, they pursue opportunities and "teachable moments" that emerge throughout the discussion, and deftly guide students toward discovery and learning on multiple levels. The principles and techniques are developed, Christensen says, "through collaboration and cooperation with friends and colleagues, and through self-observation and reflection."

This section of the Christensen Center website explores the Case Method in Practice along the following dimensions:

  • Providing Assessment and Feedback

Each subsection provides perspectives and guidance through a written overview, supplemented by video commentary from experienced case method instructors. Where relevant, links are included to downloadable documents produced by the Christensen Center or Harvard Business School Publishing. References for further reading are provided as well.

An additional subsection, entitled Resources, appears at the end. It combines references from throughout the Case Method in Practice section with additional information on published materials and websites that may be of interest to prospective, new, and experienced case method instructors.

Note: We would like to thank Harvard Business School Publishing for permission to incorporate the video clips that appear in the Case Method in Practice section of our website. The clips are drawn from video excerpts included in Participant-Centered Learning and the Case Method: A DVD Case Teaching Tool (HBSP, 2003).

Christensen Center Tip Sheets

  • Characteristics of Effective Case Method Teaching
  • Elements of Effective Class Preparation
  • Guidelines for Effective Observation of Case Instructors
  • In-Class Assessment of Discussion-Based Teaching
  • Questions for Class Discussions
  • Teaching Quantitative Material
  • Strategies and Tactics for Sensitive Topics

Curriculum Innovation

The case method has evolved so students may act as decision-makers in new engaging formats:

Game Simulations

Multimedia cases, ideo: human-centered service design.

Smart. Open. Grounded. Inventive. Read our Ideas Made to Matter.

Which program is right for you?

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This 20-month MBA program equips experienced executives to enhance their impact on their organizations and the world.

Non-degree programs for senior executives and high-potential managers.

A non-degree, customizable program for mid-career professionals.

Teaching Resources Library

Case studies.

The teaching business case studies available here are narratives that facilitate class discussion about a particular business or management issue. Teaching cases are meant to spur debate among students rather than promote a particular point of view or steer students in a specific direction.  Some of the case studies in this collection highlight the decision-making process in a business or management setting. Other cases are descriptive or demonstrative in nature, showcasing something that has happened or is happening in a particular business or management environment. Whether decision-based or demonstrative, case studies give students the chance to be in the shoes of a protagonist. With the help of context and detailed data, students can analyze what they would and would not do in a particular situation, why, and how.

Case Studies By Category

teaching case study template

teaching case study template

Case Study Disciplines

We have created a substantial collection of unique and practical case studies that allow professors to educate at a fraction of the cost. All of the Value, with No more reoccurring Licenses.

Accounting ( 13 )

General Management ( 55 )

Finance ( 18 )

Information Systems ( 23 )

Operations Management ( 16 )

Communications ( 7 )

Marketing ( 26 )

International Business ( 19 )

Leadership ( 26 )

Economics & Public Policy ( 6 )

Human Resource MGMT ( 35 )

Strategy ( 63 )

Organizational Behaviour ( 34 )

Entrepreneurship ( 12 )

Legal ( 2 )

Ethics ( 37 )

Sustainability ( 9 )

“Complete Assessments ready for your Classroom. Simply Download and Use.”

teaching case study template

Featured Case Studies

teaching case study template

Salesforce’s Strategic Approach to B2B Sales Management

This case study explores Salesforce’s strategic approach to B2B sales management amidst growing market competition in the 2020s. Recognizing the need to evolve their sales practices, Salesforce implemented a consultative sales model and placed a strong emphasis on ethics. These initiatives improved their customer relationships,

teaching case study template

Sustainable Textiles (ST), a leading player in the eco-friendly clothing industry

This case study examines the operational challenges faced by Sustainable Textiles (ST), a leading player in the eco-friendly clothing industry, particularly focusing on its inventory management strategies. ST, a San Francisco-based, family-owned…

teaching case study template

Jessica’s Bakery – An Entrepreneurial Venture

“Jessica’s Bakery” is a case study that delves into the entrepreneurial journey of Jessica Bennett, a seasoned sous-chef from a Michelin-starred restaurant who aims to open her own bakery. Venturing into the highly competitive bakery industry, Jessica is confronted with the challenge of crafting an effective business plan….

Let’s Turn Ideas Into Authentic Assessments

Never Before have educators be able to create their very own Case Study or Collection of Case Studies for their course. We offer an exceptional service where we talk through the creation of your very own Cases. These Cases are your own! When we are done and there are no more Fees.

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Prepare your students to navigate business challenges by immersing them in real-world scenarios.

Transform business education

Bring excitement into your classroom with engaging case discussions and introduce students to the challenge and fun of making important decisions.

Illustrate business concepts

Help students learn by doing with over 50,000+ cases featuring real-world business scenarios spanning across multiple areas of business.

Encourage new ways of thinking

Student build confidence and critical thinking skills while learning to express their ideas and convince others, setting them up for success in the real world.

Explore Different Types of Cases

Find cases that meet your particular needs.

New! Quick Cases

Quickly immerse students in focused and engaging business dilemmas. No student prep time required.

Traditional cases from HBS and 50+ leading business schools.

Multimedia Cases

Cases that keep students engaged with video, audio, and interactive components.

Search Cases in Your Discipline

Select a discipline and start browsing available cases.

  • Business & Government Relations
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Case Teaching Seminar

Register now for our Teaching with Cases Seminar at Harvard Business School, held June 21 - 22 . Learn how to lead case discussions like a pro and earn a certificate from Harvard Business Publishing.

teaching case study template

Fundamentals of Case Teaching

Our new, self-paced, online course guides you through the fundamentals for leading successful case discussions at any course level.

teaching case study template

Case Companion: Build Students’ Confidence in Case Analysis

Case Companion is an engaging and interactive introduction to case study analysis that is ideal for undergraduates or any student new to learning with cases.

Discover Trending Cases

Stay up to date on cases from leading business schools.

Discover new ideas for your courses

Course Explorer lets you browse learning materials by topic, curated by our editors, partners, and faculty from leading business schools. 

Teach with Cases

Explore resources designed to help you bring the case method into your classroom.

Inspiring Minds Articles on Case Teaching

Insights from leading educators about teaching with the case method.

Book: Teaching with Cases: A Practical Guide

A book featuring practical advice for instructors on managing class discussion to maximize learning.

Webinar: How ChatGPT and Other AI Tools Can Maximize the Learning Potential of Your Case-Based Classes

Register now.

Supplements: Inside the Case

Teaching tips and insights from case authors.

Guide: Teaching Cases Online

A guide for experienced educators who are new to online case teaching.

Educator Training: Selecting Cases to Use in Your Classes

Find the right materials to achieve your learning goals.

Educator Training: Teaching with Cases

Key strategies and practical advice for engaging students using the case method.

Frequently Asked Questions

What support can I offer my students around analyzing cases and preparing for discussion?

Case discussions can be a big departure from the norm for students who are used to lecture-based classes. The Case Analysis Coach is an interactive tutorial on reading and analyzing a case study. The Case Study Handbook covers key skills students need to read, understand, discuss and write about cases. The Case Study Handbook is also available as individual chapters to help your students focus on specific skills.

How can I transfer my in-person case teaching plan to an online environment?

The case method can be used in an online environment without sacrificing its benefits. We have compiled a few resources to help you create transformative online learning experiences with the case method. Learn how HBS brought the case method online in this podcast , gather some quick guidance from the article " How to Teach Any Case Online ", review the Teaching Cases Online Guide for a deep dive, and check out our Teaching Online Resources Page for more insights and inspiration.

After 35 years as an academic, I have come to the conclusion that there is a magic in the way Harvard cases are written. Cases go from specific to general, to show students that business situations are amenable to hard headed analysis that then generalize to larger theoretical insights. The students love it! Akshay Rao Professor, General Mills Chair in Marketing at the University of Minnesota

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teaching case study template

The Case Centre logo

Guidance on writing teaching notes

teaching case study template

We strongly encourage you to write a teaching note to accompany your case, and cases submitted to us must include a teaching note. Faculty prefer cases with teaching notes, and most of our bestselling cases have one. Nearly half of the cases in our collection have a teaching note, but 95% of our 50 most popular cases have one.

Woman writing on teaching note alongside laptop, classroom plan and teaching cases books

What to include in your teaching note

There are no hard and fast rules for the style or format of a teaching note. However, it should include the following:

  • Synopsis of the case Provide a brief description of what the case is about, and the context in which it is set.
  • Target group Indicate the target learning group, for example, undergraduates, postgraduates, executive. We recommend this section details any prerequisite learning, and positions the session where the case may be used within the course/module.
  • Learning objectives and key issues Set out the learning/teaching objectives, and identify the key issues in the case that will help achieve them.
  • Teaching strategy Describe how the case may be used in class. For example, suggest trigger questions to open the case discussion; offer ideas for group work; suggest how learning can be consolidated at the end of the case session, and so on. This section will generally reflect your own teaching style. Also consider including information about your strategies and session plans for different teaching delivery modes (in-person, online, hybrid/dual-mode) and different levels (undergraduate, postgraduate, executive education etc.). We recommend including board plans, timings for the classroom session, alternate ways that the case could be used, and the technical requirements of any multimedia used.
  • Questions for discussion Include a list of questions designed to promote discussion of the key issues within the case.
  • Analysis of data If the case contains quantitative data for analysis it can be helpful if the results of essential ‘number crunching’ are provided in the teaching note. Teachers can use this to check their own calculations.
  • Background reading Provide references to relevant supplementary material on the case or related issues. You may also provide information on ‘what happened next’, something students are usually keen to know.
  • Experience of using the case Include feedback on how the case has worked in different classes, and the issues on which students have tended to focus. This can be useful for other teachers preparing to teach your case.
  • Heath, J (2015), Teaching and Writing Cases: A practical guide (The Case Centre) ISBN 978-0-907815-04-4
  • Leenders, M R and Erskine, J A (1989), Case Research: The Case Writing Process (The University of Western Ontario) ISBN 0-7714-1045-X
  • Reynolds, J I, Case Method in Management Development (International Labour Office)

Hear from the experts

In June 2023 we hosted a webinar with award-winning case teachers and writers Maria Ballesteros-Sola and Michael Goldman that explored the key elements for a great teaching note and provide guidance on how to write one.

The webinar can be watched back by educators, trainers and PhD students with teaching responsibility. Please login to view it.

Submit an alternative teaching note

Have you used another writer’s case and created an alternative teaching note that covers a new and different way of teaching the case? (Not an ‘improved’ version of the existing note.) If so, you can submit it online for other teachers to use. Simply login and use the ‘Add or revise a case’ option.

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Our Product Management Team are here to help, please do get in touch if you have a query.

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Using reverse mentoring to support inclusivity

Antonia Aluko, a student in Greek and Latin, worked with Dr Mazal Oaknin to reverse mentor a group of educators working in Gender Studies on how to make their teaching more inclusive.

group of students and staff talking around a table

15 April 2024

Only got a minute? Jump straight to Antonia's and Mazal's top tips

I worked with Dr Mazal Oaknin, Associate Professor (Teaching) in Spanish Language and Literature and Gender Studies, to formulate this project in response to our growing understanding of the non-inclusive teaching models in the Faculty of Arts and Humanities.

Our project “Decolonising Gender Studies Through Reverse Mentoring in the Faculty of Arts and Humanities” took place within the 2023-4 academic year. 

The aim this reverse mentoring project was to inform and equip teaching staff in our faculty on how to be more considerate of the multi-faceted experiences and interests of their students. 

Facilitated by students

We facilitated three sessions on inclusive teaching:

  • Session 1: we explored some of the legislation regarding inclusivity and engagement in the classroom, as well as introducing participants to key scholars that have not always been included in traditional Gender Studies reading lists.
  • Session 2: we focused on the benefits of inclusive teaching for students and how this increased student satisfaction and attainment
  • Session 3: we shared techniques and methods of inclusive teaching so that participants could have inclusive teaching resources to use in their everyday teaching experiences

Together, the group discussed their own personal experiences in classrooms as educators and students. They used these conversations to form opinions and strategies on how to approach the modules that they are teaching with intersectionality, diversity, and inclusion in mind . 

Each session included a lunch or coffee break where participants had time to interact and socialise. 

Our approach and preparation

Intersectionality was at the forefront of our approach. We ensured that our project answered questions in regard to disability, race, gender, class as well as other protected characteristics.

Over a month, Dr Mazal Oaknin offered training and support to equip me with the tools to facilitate the sessions with confidence and ease .  

I collated a questionnaire for prospective mentees and shortlisted candidates who were selected out of UCL’s teaching staff. I also prepared handouts and presentations for the sessions, to give mentees a sense of an agenda and structure.  

We were delighted with the feedback from staff after the sessions. 100% of the attendees found the sessions very helpful. All attendees all said they would recommend the project to their colleagues and felt they left with practical ideas for making their classes more inclusive.  

Antonia's top tips:

  • Always adapt sessions so participants are shown examples relevant to them. 
  • Use a range of materials, including videos, Mentimeters and interactive activities. 
  • Plan in tasks that get people talking, allowing there to be a space for open communication and discussion. 

Mazal's top tips and how staff can benefit from reverse mentoring:

  • Staff mentees are exposed to new ideas to make modules more diverse and inclusive . Be ready to apply the lessons learnt to the modules you are teaching.
  • Through participative discussions, professional friendships are developed between participants with different levels of seniority. Encourage a social atmosphere in the sessions and if possible offer food and drinks. Time for mingling is a must!
  • Staff mentees gain new perspectives, skills, and insights from the student mentor: Make sure you listen to your mentor. Offer your help, but make sure not to take the lead .
  • Staff mentees become more aware of different biases and more committed to escalating complaints.  Show cultural humility, become an ally, acknowledge power imbalances and practice self-reflection .
  • Participants can promote and share good practices with the rest of participants, and also with other colleagues in and beyond UCL. Share the lessons learnt in your departmental meetings, committees, conferences, townhalls. 

Antonia Aluko: 

“ I think it makes the case for the benefit of reverse mentoring and how it can benefit the experiences of teaching staff at UCL by being educated on the student experience by their students. Additionally, I think it combats issues of un-inclusive experiences as a student within UCL by considering the nuanced experiences and various backgrounds of students and their educators.  I think it makes the case for the benefit of reverse mentoring and how it can benefit the experiences of teaching staff at UCL by being educated on the student experience by their students. Additionally, I think it combats issues of un-inclusive experiences as a student within UCL by considering the nuanced experiences and various backgrounds of students and their educators. 

Anonymous attendee: 

It was very useful to hear practical suggestions from Antonia and colleagues, and to exchange experiences in different scenarios in a safe, friendly environment.” I think it makes the case for the benefit of reverse mentoring and how it can benefit the experiences of teaching staff at UCL by being educated on the student experience by their students. Additionally, I think it combats issues of un-inclusive experiences as a student within UCL by considering the nuanced experiences and various backgrounds of students and their educators. 

Case studies 

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COMMENTS

  1. Write a teaching case study

    Teaching plan and objectives. Provide a breakdown of the classroom discussion time into sections. Include a brief description of the opening and closing 10-15 minutes, as well as challenging case discussion questions with comprehensive sample answers. Provide instructors a detailed breakdown of how you would teach the case in 90 minutes.

  2. Writing a "Teaching" Case Study: 10 Easy Steps

    Teaching notes provide an overview of the case and suggested discussion questions, as well as a roadmap for using the case in the classroom. Access to teaching notes is limited to course instructors only. Teaching notes for cases available through Harvard Business Publishing may be downloaded after registering for an Educator account.

  3. Using Case Studies to Teach

    A major advantage of teaching with case studies is that the students are actively engaged in figuring out the principles by abstracting from the examples. This develops their skills in: Problem solving. Analytical tools, quantitative and/or qualitative, depending on the case. Decision making in complex situations.

  4. Case Studies

    Case Studies. Print Version. Case studies are stories that are used as a teaching tool to show the application of a theory or concept to real situations. Dependent on the goal they are meant to fulfill, cases can be fact-driven and deductive where there is a correct answer, or they can be context driven where multiple solutions are possible.

  5. PDF WRITING TEACHING CASES: A QUICK REFERENCE GUIDE

    The case method is a powerful approach to teaching and learning business subjects. Its main advantage is that it is a "question-oriented", as opposed to solution-based, approach to teaching and learning. It allows students to participate in "real-life" decision making processes by first identifying the major "question" in the case ...

  6. Case Method Teaching and Learning

    Case method 1 teaching is an active form of instruction that focuses on a case and involves students learning by doing 2 3. Cases are real or invented stories 4 that include "an educational message" or recount events, problems, dilemmas, theoretical or conceptual issue that requires analysis and/or decision-making.

  7. Case study template

    UCL (University College London) is London's leading multidisciplinary university, with 8,000 staff and 25,000 students.

  8. Teaching with Cases

    The case method is an effective way to increase student engagement and challenge students to integrate and apply skills to real-world problems. In these videos, Using the Case Method to Teach Public Policy, you'll find invaluable insights into the art of case teaching from one of HKS's most respected professors, Jose A. Gomez-Ibanez.

  9. PDF What exactly is a teaching Case Study?

    The teaching case studies have a unique literary style, they are written in the third person, past tense, and establish the objectivity of basic dilemmas related to the case. ... format and all the headings given in the template example below. It is expected that a teaching note would be a minimum of 4000 words but may go up to 10,000 words.

  10. PDF Template for Case Study Collection

    Case study template. The case study would seek to describe: A. Context Type and size of school; location. Project information. B. Pedagogy and space before transformation The pedagogical approach before transformation. The physical learning environment before transformation. C.

  11. Teaching by the Case Method

    Case Method in Practice. Chris Christensen described case method teaching as "the art of managing uncertainty"—a process in which the instructor serves as "planner, host, moderator, devil's advocate, fellow-student, and judge," all in search of solutions to real-world problems and challenges. Unlike lectures, case method classes unfold ...

  12. Case Studies

    Teaching cases are meant to spur debate among students rather than promote a particular point of view or steer students in a specific direction. Some of the case studies in this collection highlight the decision-making process in a business or management setting. Other cases are descriptive or demonstrative in nature, showcasing something that ...

  13. PDF A Collection of Teaching Case Studies

    How to use teaching case studies The use of case studies highly depends on teaching goals, the learning topics and the learning environment. A short case might be an excellent choice to use to enrich and make a lecture to a larger group of students more dynamic, while we can also have students divided into smaller groups.

  14. (PDF) Teaching Case: How to Write

    A teaching case study is slightly different from a research case study. Basically, the aim of a teaching case study is to ease knowledge transfer through the narration of an "interesting story" [77] .

  15. Case studies and practical examples: Supporting teaching and improving

    Case studies and practical examples: Supporting teaching and improving student outcomes. Sometime about 400,000 years ago, humans learned to fully control fire. This extended the day and allowed people to unleash their imaginations and tell stories, rather than merely focus on mundane topics. ... Case studies can help students gain a more ...

  16. Best Free Case Studies

    Case Study Disciplines. We have created a substantial collection of unique and practical case studies that allow professors to educate at a fraction of the cost. All of the Value, with No more reoccurring Licenses. Human Resource MGMT ( 35) Organizational Behaviour ( 34) "Complete Assessments ready for your Classroom.

  17. PDF Case Study and Teaching Note Template Guidelines

    Collection, HBP and Case Centre. 2. There are two templates; a standard and a partner version The partner. version is to be used when the case is brandedco-. The partner logo is to be added to the document. Where there is no partner, please use the standard template. 3. When creating a case study and teaching note please enter text into the ,

  18. Cases

    The Case Analysis Coach is an interactive tutorial on reading and analyzing a case study. The Case Study Handbook covers key skills students need to read, understand, discuss and write about cases. The Case Study Handbook is also available as individual chapters to help your students focus on specific skills.

  19. Guidance on writing teaching notes

    We strongly encourage you to write a teaching note to accompany your case, and cases submitted to us must include a teaching note. Faculty prefer cases with teaching notes, and most of our bestselling cases have one. Nearly half of the cases in our collection have a teaching note, but 95% of our 50 most popular cases have one.

  20. Free and customizable case study templates

    Teaching resources Free lessons, worksheets and templates, just for educators. ... Case Study templates. Browse our free templates for case study designs you can easily customize and share. Start of list. Skip to end of list. Skip to start of list. End of list. 842 templates. Create a blank Case Study Doc (opens in a new tab or window)

  21. Case Study Template

    A case study is an investigation or analysis of a particular person, situation, event, and other phenomena. By exploring the principal causes of something and researching it thoroughly, case studies allow us to learn more about the particular subject and formulate new theories and approaches to use in the future.

  22. Free and customizable case study templates

    Teaching resources Free lessons, worksheets and templates, just for educators. ... Case Study templates. Browse our free templates for case study designs you can easily customize and share. Start of list. Skip to end of list. Skip to start of list. End of list. 25,504 templates. Green Minimalist Company Case Study Flyer Portrait. Flyer by Epitomi.

  23. Using reverse mentoring to support inclusivity

    Antonia Aluko: " I think it makes the case for the benefit of reverse mentoring and how it can benefit the experiences of teaching staff at UCL by being educated on the student experience by their students. Additionally, I think it combats issues of un-inclusive experiences as a student within UCL by considering the nuanced experiences and various backgrounds of students and their educators.