Case study documentation form

Case Study Documentation Form

Use this tool to document a whole case study Part I: Basic Information Client Name: Project Name: Involvement Duration: Type of Involvement: Client Contact Person: Client Contact Info: E-mail: Phone: Account Manager: Consulting Team: Date: PART II: Background Information: 1. Describe the situation in the organization 2. List the main challenges facing the organization which called for SKOPOS involvement. 3. Why did the organization choose SKOPOS? PART III: SKOPOS Involvement 1. How did the team diagnose the company? Please detail the steps used 2. What was the organization Diagnosis? 3. Provide the original project plan including: timeline, interventions to be executed (programs, exercises, tools or activities), expected deliverables 4. Describe the implemented project including: timeline, executed interventions (programs, exercises, tools or activities), actual deliverables and challenges 5. Describe each intervention in details: methodology/ approach used, tools, activities carried out, results, consultants involved, people involved from the client side etc PART IV: Results 1. List the results of SKOPOS involvement 2. Describe changes in the organization after SKOPOS involvement PART V: Analysis 1. List the key success factors for SKOPOS intervention 2. List the challenges SKOPOS faced in this intervention 3. Identify the key learnt lessons from this intervention PART VI: Appendix Please attach any documents related to the project. (Surveys, Interview Questions, Presentations, Templates, Time-plan, Useful Background Documents etc)

1 RCT. V.1 Nov. 09