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Blog Case Study

How to Present a Case Study like a Pro (With Examples)

By Danesh Ramuthi , Sep 07, 2023

In today’s world, where data is king and persuasion is queen, a killer case study can change the game. Think high-powered meetings at fancy companies or even nailing that college presentation: a rock-solid case study could be the magic weapon you need.

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, you’ll learn all about crafting and presenting powerful case studies. From selecting the right metrics to using persuasive narrative techniques, I will cover every element that transforms a mere report into a compelling case study. 

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

Purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation templates, tips for delivering an effective case study presentation, common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1) Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

2) Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3) Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4) Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5) Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Crafting and presenting a case study is a skillful task that requires careful planning and execution. While a well-prepared case study can be a powerful tool for showcasing your successes, educating your audience or encouraging discussion, there are several pitfalls you should avoid to make your presentation as effective as possible. Here are some common mistakes to watch out for:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides:

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actually stifle your growth, leading to lost sales and overlooked opportunities. When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully, proving that the winning deck is not a monologue but a conversation that involves the reader.

Benefits of including interactive elements in your case study presentation

More decks read in full

Longer average reading time

In this post, I’ll help you shape your case studies into compelling narratives that hook your audience, make your successes shine, and drive the results you're aiming for.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Here's a visual representation of what a successful case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action. In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

I also recommend watching this video breaking down the 9-step process for writing a case study:

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to write a compelling narrative for your case study presentation?

Storytelling is the heart of an engaging case study presentation. It involves more than just stringing events together. You should weave an emotional journey that your audience can relate to.

Begin with the challenge —illustrate the magnitude of the problem that was faced. Then, introduce your solution as the hero that comes to the rescue.

As you progress, ensure your narrative highlights the transformative journey from the problem state to the successful outcome.

Here’s our recommended storyline framework:

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

Motivation is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution. Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

Ability refers to making the desired action easy to perform. Show how straightforward it is to implement your solution. Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

Prompt is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built. It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with a website builder.

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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We’ve collected the top free PowerPoint case study presentation templates with or without sample text. Marketing and product managers, sales execs, and strategists can use them to arrange and present their success stories, strategies, and results.

On this page, you'll find six PowerPoint case study presentation templates, including a  marketing case study template , a  problem-solution-impact case study , and a  customer journey case study template , among others. Plus, discover the  key components of successful case study presentations , find out the  different types of case study presentations , and get  expert tips .

PowerPoint Single-Slide Case Study Presentation Template

Download the Sample Single-Slide Case Study Presentation Template for PowerPoint Download the Blank Single-Slide Case Study Presentation Template for PowerPoint

When to Use This Template:  Use this single-slide case study presentation template when you need to give a quick but effective overview of a case study. This template is perfect for presenting a case study when time is limited and you need to convey key points swiftly.

Notable Template Features: You can fit everything you need on one slide. Download the version with sample text to see how easy it is to complete the template. Unlike more detailed templates, it focuses on the main points, such as the problem, solution, approach, and results, all in a compact format. It's great for keeping your audience focused on the key aspects of your case study without overwhelming them with information.

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

When to Use This Template: Choose this marketing case study template when you need to dive deep into your marketing strategies and results. It's perfect for marketing managers and content marketers who want to showcase the detailed process and successes of their campaigns. 

Notable Template Features: This template focuses on the detailed aspects of marketing strategies and outcomes. It includes specific sections to outline business needs, results, and strategic approaches.

PowerPoint Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for PowerPoint

Download the Blank Problem-Solution-Impact Case Study Template for PowerPoint

When to Use This Template:  This problem-solution-impact case study template is useful for focusing on how a challenge was solved and the results. Project managers and strategy teams that want to clearly portray the effectiveness of their solutions can take advantage of this template. 

Notable Template Features: This template stands out with its clear structure that breaks down the case into problem, solution, and impact. Use the template — available with or without sample data — to help you tell a complete story, from the issue faced to the solution and its results, making it perfect for presentations that need to show a clear cause-and-effect relationship.

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

When to Use This Template:  Choose this comparative study template — available with or without sample data — to illuminate how different products, strategies, or periods stack up against each other. It's great for product managers and research teams who want to do side-by-side comparisons. 

Notable Template Features: This template lets you put things next to each other to see their differences and similarities, with a focus on direct comparisons. Use the columns and split slides to make the content easy to understand and visually appealing, perfect for highlighting changes or different approaches.

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

When to Use This Template: This template is useful for customer experience managers and UX designers who need to understand and improve how customers interact with what they offer. Use the customer journey case study template with sample data to see how to show every step of a customer's experience with your product or service. 

Notable Template Features:  This template focuses on the whole path a customer takes with a product or service. It follows them, from first learning about the offering to after they buy it.

PowerPoint Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for PowerPoint   Download the Blank Case Study Storyboard Template for PowerPoint  

When to Use This Template:  Creative teams and ad agencies should use this case study storyboard template — with or without sample data — to tell a story using more images than text.

Notable Template Features: This template transforms a case study into a visual story. Effectively communicate the journey of a business case, from the challenges faced to the solutions implemented and the results achieved.

Key Components of Successful Case Study Presentations

The key components of successful case study presentations include clear goals, engaging introductions, detailed customer profiles, and well-explained solutions and results. Together they help you present how your strategies succeed in real-world scenarios. 

The following components are fundamental to crafting a compelling and effective marketing case study presentation:   

• Clear Objective:  Define the goal of your case study, ensuring it addresses specific questions or goals. 
• Engaging Introduction:  Start with an overview of the company, product, or service, as well as the context to provide necessary background information. 
• Customer Profile:  Detail your target customer demographics and their needs to help the audience understand who the marketing efforts are aimed at and their relevance. 
• The Challenge:  Clearly articulate the primary problem or issue to overcome to establish the context for the solution and strategy, highlighting the need for action. 
• Solution and Strategy:  Describe the specific strategies and creative approaches used to address the challenge. These details should demonstrate your approach to problem-solving and the thought process behind your decisions. 
• Implementation:  Explain how the solution was put into action to show the practical application. This description should bring your strategy to life, allowing the audience to see how you executed plans. 
• Results and Impact:  Present measurable outcomes and impacts of the strategy to validate and show its effectiveness in real-world scenarios. 
• Visual Elements:  Use charts, images, and infographics to make complex information more accessible and engaging, aiding audience understanding. 
• Testimonials and Quotes:  Include customer feedback or expert opinions to add credibility and a real-world perspective, reinforcing your strategy’s success. 
• Lessons Learned and Conclusions:  Summarize key takeaways and insights gained to show what the audience can learn from the case study. 
• Call to Action (CTA):  End with an action you want the audience to take to encourage engagement and further interaction.

Different Types of Case Study Presentations

The types of case study presentations include those that compare products, showcase customer journeys, or tell a story visually, among others. Each is tailored to different storytelling methods and presentation goals.

The following list outlines various types of case study presentations:   

• Problem-Solution-Impact Case Study:  This type focuses on a clear narrative structure, outlining the problem, solution implemented, and final impact. It's straightforward and effective for linear stories. 
• Comparative Case Study:  Ideal for showcasing before-and-after scenarios or comparisons between different strategies or time periods. This option often uses parallel columns or split slides for comparison. 
• Customer Journey Case Study:  Centered on the customer's experience, this option maps out their journey from recognizing a need to using the product or service, and the benefits they gained. It's a narrative-driven and customer-focused case study format. 
• Data-Driven Case Study:  Emphasizing quantitative results and data, this format is full of charts, graphs, and statistics. This option is perfect for cases where numerical evidence is the main selling point. 
• Storyboard Case Study:  Use this type to lay out the case study in a storytelling format. This option often relies on more visuals and less text. Think of it as a visual story, engaging and easy to follow. 
• Interactive Case Study:  Designed with clickable elements for an interactive presentation, this type allows the presenter to dive into different sections based on audience interest, making it flexible and engaging.
• Testimonial-Focused Case Study:  This format is best for highlighting customer testimonials and reviews. It leverages the power of word of mouth and is highly effective in building trust.

Expert Tips for Case Study Presentations

Expert tips for case study presentations include knowing your audience, telling a clear story, and focusing on the problem and solution. They can also benefit from using visuals and highlighting results.

“Case studies are one of the most powerful tools in an organization’s marketing arsenal,” says Gayle Kalvert, Founder and CEO of  Creo Collective, Inc. , a full-service marketing agency. “Done correctly, case studies provide prospective buyers with proof that your product or service solves their business problem and shortens the sales cycle.”   

“Presentations are probably the most powerful marketing asset, whether for a webinar, a first meeting deck, an investor pitch, or an internal alignment/planning tool,” says marketing expert  Cari Jaquet . “Remember, the goal of a case study presentation is not just to inform, but also to persuade and engage your audience.” 

Use these tips to make your presentation engaging and effective so that it resonates with your audience:   

• Know Your Audience:  Tailor the presentation to the interests and knowledge level of your audience. Understanding what resonates with them helps make your case study more relevant and engaging. “Presentations can also be a forcing function to define your audience, tighten up your mission and message, and create a crisp call to action,” explains Jaquet.
• Tell a Story:  Structure your case study like a story, with a clear beginning (the problem), middle (the solution), and end (the results). A narrative approach keeps the audience engaged. 
• Focus on the Problem and Solution:  Clearly articulate the problem you addressed and how your solution was unique or effective. This section is the core of a case study and should be given ample attention. 
• Use Data Wisely:  Incorporate relevant data to support your points, but avoid overwhelming the audience with numbers. Use charts and graphs for visual representation of data to make it more digestible. 
• Highlight Key Results:  Emphasize the impact of your solution with clear and quantifiable results. This could include increased revenue, cost savings, improved customer satisfaction, and similar benefits.
• Incorporate Visuals:  Use high-quality visuals to break up text and explain complex concepts. Consider using photos, infographics, diagrams, or short videos.  “I put together the graphics that tell the story visually. Speakers often just need a big image or charts and graphs to help guide their talk track. Of course, if the audience expects details (for example, a board deck), the graphic helps reinforce the narrative,” shares Jaquet.
• Include Testimonials:  Adding quotes or testimonials from clients or stakeholders adds credibility and a real-world perspective to your presentation. 
• Practice Storytelling:  A well-delivered presentation is as important as its content. Practice your delivery to ensure you are clear, concise, and engaging. At this point, it also makes sense to solicit feedback from stakeholders. Jaquet concurs: “Once my outline and graphics are in place, I typically circulate the presentation draft for review. The feedback step usually surfaces nuances in the story or key points that need to show up on the slides. There is no point in building out tons of slides without alignment from the speaker or subject matter experts.”
• End with a Strong Conclusion:  Summarize the key takeaways and leave your audience with a final thought or call to action. 
• Seek Feedback:  After your presentation, request feedback to understand what worked well and what could be improved for future presentations. 

“Don't underestimate the power of a great presentation. And don't wait until the last minute or try to invent the wheel on your own,” advises Jaquet. “Many times, getting the next meeting, winning the deal, or getting the project kicked off well, requires your audience to understand and believe your story.”

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10+ Successful Case Study Presentation Templates

Immerse yourself in a collection of successful case study presentations that inspire and captivate. Check out different types of case study presentation templates tailored for highlighting long-term engagements, successful product implementations, and problem-solving approaches.

Case studies are and will always be an integral part of the business world hence the need for winning case study templates. Whether it is to analyze internal problems and find solutions or convince a client of your capabilities; case study presentations are always involved in the process.

In the following sections, you will understand what goes into making an impactful case study presentation. Using this information, you will find it easy to convince your audience about your solutions, using a well-structured argument.

What Is A Case Study?

A case study is your concise and well-reasoned argument, that talks about the why, how, where, and who, that convinces the audience for your research. Think of it as a solution, to a well-defined question asked of you. Should the company expand in this market? Should we launch this product? What is the reason for our reduced sales? Why are you the best person for the client’s project offering? All these questions are backed by immaculate case study presentations.

This begs the question, when should one do a case study analysis? Some of the scenarios where case studies become necessary are –

• Convincing clients of the benefits of your services and capabilities.
• Analyzing and presenting solutions to internal issues for a company.
• Offering real-life examples to back your arguments.
• Systematic discussion on the viability of an idea, with respect to the effect on the firm (client or self).

The task here is not only to find a solution but also to influence the audience with your findings. Organizing a lot of information in a succinct and engaging manner for your clients and stakeholders is important. Hence, is a need for an excellent case study presentation template.

Features Of Effective Case Study Presentations

A good case study presentation should be:

• Brief and highlight the essentials
• Clear and concise
• Describe your vision clearly
• Demonstrate the value and benefit the project brings to the business or client
• Consistent in style

Key Elements Of A Winning Case Study Presentation

Before we jump into case study examples, let’s understand the effective structure of a good case study presentation template. A good case study design can be generally structured in the following sections:

This section provides a succinct and effective executive summary for corporate leaders to peruse through quickly.READ MORE: How to write an executive summary?

This section of your case analysis template details the purpose of your analysis. This puts together all the problems that you intend to answer through your case study.

The idea description section is the heart of your case study. It is where you detail your solution, explain the reasoning, and describe why your solution is the best one to follow.

Here is where the administration will be convinced that your idea is worth consideration. You need to explain to your audience that what you are proposing, has a considerable impact on their business or project. Or something like – how clients who used your solution, services, or products benefited financially.

In this final section of your case study slide, you discuss all the planning, considerations, risks, and metrics you will need to execute your solution. Or how you conducted the action steps for your clients to achieve the desired results. What were the Project KPIs , issues, and risks, for the managers and how did you mitigate them?

Tips For Excellent Case Study Presentation

Follow the tips below for a successful case study presentation:

• The Key Points
• Icons and Data
• Designing Scientifically
• Content Is King

1. The Key Points

It is important to highlight the key takeaway in your study, throughout your case study. While choosing or designing your PowerPoint template , you should make sure that each section has enough potential to show the key takeaway, which is your strongest argument, in prominence. Look at the case study presentation template below, and see how you cannot miss the key point without going into the entire report.

2. Icons and Data

Nothing backs your arguments more than hard, quantifiable facts. In today’s terminology, we call these facts, data. Use relevant and key data points and present them in a structured manner in your case study PPT to convince the audience.

Further, use understandable PowerPoint icons to summarize and anchor data points, such that they draw direct attention of the viewer. Icons also provide easier readability to the case study template, as one can simply look for the icon to search for the required information.

3. Designing Scientifically

Presentation designing is not only an art but also a part of science. There are well-studied visual design principles , that raise your chances of success.

• Visual Hierarchy:  Use the  principles of visual hierarchy , and create a contrast between the important information, and the background matter, to draw attention to the right material on the page
• Professional Colors:  Use  effective color schemes  that suit the environment and your pitch, to showcase your professionalism. It takes one wrong color, to create the impression of a sloppy firm. A good tip will be to use the monochromatic theme, which is a classic professional color scheme.
• Engaging Visuals:  You can load your pages with a plethora of information, believing that it will convince your audience. But an overload of text and numbers just disinterests the viewer, weakening your case. Hence use engaging visuals, images, icons, graphs, charts, etc., that keep your viewer interested and convey the information without stressing too much of their grey matter .

4. Content is King

While I have mentioned a general structure for case study examples in the previous section, some points should be remembered to create engaging content.

• Research Thoroughly:  It goes without saying that you should keep your research thorough and inclusive. Research the company, the client, the problem statement, the solution, and every single data you have mentioned in your solution. Also be prepared for things that you are not writing about, such as alternate solutions, market changes, legal hassles, and finer details of your proposals. Under-preparedness or false claims will definitely pull the rug from under you!
• Language of the Professionals:  Instead of using passive language like that of a research paper, use active and action-based language. This language should be persuasive, and engaging. For example, instead of writing “customer numbers increased by 10% in the last year”, use “10% more customers choose our services over others, over the last year.” This simple shift makes it more convincing and exciting for the reader.
• Be client-oriented:  Case studies are an effective marketing tool to convince your clients. So, while creating a case study PPT, keep your clients in your mind. Wear their shoes and ask, what is it that they are looking for, and how can you present it right in front of them!

Different Type Of Case Study Presentation Templates

Find below a multitude of attractive, and impactful case study PowerPoint templates that are ready to use, specifically for business professionals:

To highlight a long-term successful engagement with the client

To showcase a successful product implementation with the client

To showcase detailed client engagement

To present a project’s success in a concise manner

To showcase a detailed problem-solving approach

BONUS: Free Case Study Template

Conducting a case study is a delicate yet enormous task, which needs to be performed carefully, and comprehensively. You need to be well aware of the problem you are solving, and bring out the best solution possible for it. A good case study helps you to support your argument, and convince your audience. Following the tips mentioned above, you can create a sharp, professional, and complete case study for your business, which will give impact and strengthen your argument.

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Top 10 Case Report Examples with Templates and Examples

Aishwarya Pillai

A case report, which could be completed within 2-3 hours, can take up to two when written without proper tools. As a working professional, it is not feasible to dedicate extra hours to writing a case report. Creating a case report can become daunting with the nuances and formatting it demands.

That's where we chip in.

SlideTeam brings you an array of customizable and content-ready temples to create power-packed presentations. From Business to Medicine, we have got you covered.

Keep reading to learn about our must-have case report templates to give your presentations a good shake-up.

Our ready-to-use templates give your reports and presentations a much-needed structure. They have been designed considering the latest trends, offering a polished look to the overall presentation.

Let’s explore these templates one by one!

Template 1: Medical Case Report PowerPoint

An excellent medical case report can help state two interrelated perspectives for the patient and the physician. Use our template to simplify the diagnosis for the patient and help them understand the treatment along with the required follow-ups. The editable deck also allows adding extra sections for topics like therapeutic approaches.

Download Now!

Template 2: Urology Case Report Presentation Deck

Medical research is an integral part of the lives of medical professionals, and every research calls for presentation. Impress your fellow professionals with our Urology case report customizable deck, designed to identify various parts of a report efficiently.

Template 3: Radiology Case Report PowerPoint Presentation Template

Medical case reports are significant in furthering clinical knowledge on topics such as evidence-based medicine and can be a versatile teaching aid. Our Radiology Case Report template offers an overview through a linear design, thus creating a flow in the presentation.

Template 4: Radiology Case Report PowerPoint Template

Case studies are invaluable sources of remarkable information that could lead to new research and developments in the medical field. The pictorial presentation in this template will streamline the data for you to highlight the best points in the presentation.

Template 5: Project Management Business Case Template Report

A well-written Project Report can double your chances of getting your investors and stakeholders on board. Use our demonstrative PowerPoint Template to construct one for your venture. It summarizes other venture essentials such as strategies, business objectives, vision, and mission.  The bar graph and the pie chart in the case template illustrate the approach crafted for your organization's advantage.

Template 6: One-Page Business Planning Template

A great deal is involved in crafting an exhaustive business case report. This business planning case template comes with all the necessary details of a case report to make this task easy for you. It covers essential topics such as business strategies, expenditure, and income projection, making it a wholesome template for your report.

Template 7: One-Page Data Analytics Use Case Template

It can get tricky to present data in a way your audience understands. Our professionally curated template lets you present your data concisely without diluting its essence. Use this expertly created slide to map out a plan for achieving your target and goals. This template will speak numbers to your investors.

Template 8: Project Business Analysis Case Template

Systematically presenting your data can have a significant impact on your stakeholders. This presentable deck lets you showcase your report in an orderly manner, keeping the main points as highlights.  You can adjust the components of this customizable template according to your needs.

Template 9: Business Plan and Strategy Case Template

Firms with a business strategy see growth 30% quicker than those sans one, and 71% of rapidly expanding firms possess one. Want to join their league? Use our customizable document to create an impact on your audience. Our deck has proper sections to give your overall presentation a natural flow.

Template 10: Business Plan and Management Case Template

A Business plan is a roadmap to your organization's success. How you create that road map will define the final results. To create a robust roadmap, use our template designed to provide clarity to your audience. The deck overviews management essentials such as cost, benefit statements, and maintenance history.

A well-crafted case report is crucial to success in any venture, medical or business. Creating a sleek and professional case report presentation can be intimidating, but it need not be so. Luckily, you have access to the topmost templates that can formalize the process and offer an extensive and flexible framework that includes all the required elements of a case report. Highlighting essential points such as demographic information, expenditure, or business objectives could never be more accessible. Our templates don't end up here. We also have templates curated for medical professionals to present their medical research or diagnosis dignifiedly. Take advantage of our Case Report Presentation Templates and begin your path to success today!

Apart from a case report, a business needs a robust business process. If you want to create one, here are some unique Business Process Flow Templates with examples.

If case reports interest you, look at our guide to Technical Report Templates with examples.

FAQs Case Reports

What is a case report.

A case report is a detailed account of a business or a process. Medically speaking, it is a research design where a unique occurrence in a patient is recorded in great detail. It includes the patient's demographic information, diagnosis, clinical course, and available treatment. Case reports are medical research focusing on individuals or small groups. They provide evidence for medical practice and research and share knowledge about rare or previously unknown medical conditions.

From a business perspective, a case report is a detailed dissection of a firm's functioning. It includes business goals, expenditures, project history, projected revenue, etc.

How to write a case report?

To write a case report, a lot of data analysis needs to be done, followed by full-fledged research on your chosen topic.

The following sections are to be included to write a good case report:

• Abstract: This summarizes the objective of the report. It includes the problem or the situation it addresses.
• Introduction: This provides a brief overview of the problem or the situation being addressed. It mainly starts with quoting statistics or describing the patient's condition.
• Case: It includes case history, treatment plans, expected and actual outcomes, etc. A business case report replaces this with projected cost, strategies, KPIs, etc.
• Discussion: This is the essential part of the report, where the problem is discussed in detail.
• Conclusion: This marks the ending of the case report with summary points.
• References: It includes the sources from where you had the information contained.

What are the types of case reports?

The Types of case reports are as follows:

• Under Business case reports:
• Business Planning Case Report : It is a document that provides an overview of a business plan, its objectives and strategies, and the results of its implementation. It is a detailed analysis of the project, its purpose, and potential outcomes.
• Project Management Case Report: It is a document that outlines the results of a specific project and is typically used to share lessons learned and provide best practices for similar projects in the future. It includes an overview of the project, a timeline, a summary of the results, and a detailed analysis of its successes and failures.

2. Under Medical case reports:

• Narrative case reports: A narrative case report is a detailed story or description of a patient's experience.
• Systematic case reports : Systematic case reports are based on a systematic literature review and data gathered from various sources.
• Statistical case reports : Statistical case reports are based on a statistical analysis of data from a single case or a group of cases.
• Clinical case reports : Clinical case reports are based on the clinical examination and observation of a single patient or more patients.
• 5 . Pathological case reports: These reports present detailed descriptions of diseases or their symptoms and the results of laboratory tests or other tests.
• Audited case reports: Audited case reports are based on the overview of the medical charts of one or more patients.

What is case report research?

The research that goes into creating a case report is called case report research. It involves a deep investigation into the patient's medical history. It also dwells into the medical condition in-depth and the present treatments available. The research part of a case report holds prime importance as the accuracy of the data depends upon it. When it comes to business, it's more of analysis, data interpretation, and forecasting.

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Home Blog PowerPoint Tutorials How To Prepare and Deliver a Business Case Presentation

How To Prepare and Deliver a Business Case Presentation

No matter how junior or senior an individual is in an organization, there will always be times when they need to convince others why they should fund them, choose them, or do anything else they want them to do. Sometimes an informal, but convincing, argument is enough. Often, it isn’t. Those are the times you’ll need to prepare a business case in order to change their mind.

What is a Business Case?

A business case is a document that presents the costs, risks, and benefits of a particular initiative, justifies the investment , and pitches why decision-makers should approve of the recommendation. Students pursuing an  MBA with a specialization in marketing  are often asked to prepare different business case studies to improve their business forecasting and analytics skills.

Depending on your organization and endeavor, this will be anything from an informal document to a formal presentation before stakeholders. Regardless of the format, a business case aims to convince people if a project or initiative is worth investing in and why one particular approach is better than others.

A Business Case Is Not a Project Proposal or a Project Plan

Don’t get a business case mixed up with a project proposal . While they have similar goals and will cover some of the same topics, they’re not quite the same thing. A project proposal focuses on what a project is, delving into many of the details like deliverables and timelines. They are also different from project plans , which explain how a project will be executed and have much more detail. A business case, on the other hand, is about why people should invest in your initiative.

When You Should Create a Business Case Presentation?

You should create a business case presentation any time you need to convince a manager or stakeholder to make a decision, where an informal conversation is not appropriate or enough.

Common reasons to create a business case presentation:

• Asking for new funding, more funding, or a continuation of funding
• Changing the scope of a project
• Starting a new project
• Requesting a policy change
• Asking for an exception to a rule
• Adding resources to a project or team

How to Create a Business Case Presentation?

While you might be eager to jump in and share the initiative you believe in, it’s a good idea to step back and make sure you prepare a solid case. The more concrete details, facts, and figures you have, the stronger your business case will be. The main sections of a business case will be the context of the situation, problem statement, opportunities, financial analysis, and solution description.

If you’ve never made a business case presentation before, consider using a business case template or try our AI presentation maker to help guide you through each step. Here’s a short summary of each of the parts of a convincing business case presentation.

Step 1. Establish Context about the Current Situation

Not all audience members will immediately know what the current situation is leading up to your initiative. Briefly lay out the background of the idea. Note that this isn’t the problem statement, which will follow.

Step 2. State the Problems

This slide is where you can impress upon your audience the importance of the problem, and therefore, why the solution you’ll soon present is necessary.

When describing the problems, think about the direct and indirect effects of the situation, as well as the internal and external implications. Include statistical analysis if you’re already seeing negative effects because of the situation.

Step 3. Evaluate Opportunities

Your solution needs to be directly related to the stated problem. Here you can list, side-by-side, the opportunities you foresee to address problems. This section is a segway from your problem to your solution.

Another way to present this section is to analyze potential causes of the previously stated problem. This would then be the step to introduce the possible approaches, before settling on the one you’ve chosen to pitch.

Step 4. Analyze Finances

The numbers are probably the most important thing on stakeholder’s minds. They can make or break your business case. Present the current financial situation and compare it to the numbers you could be achieving if they choose to fund your initiative. Additionally, emphasize the potential for increased revenue through the implementation of a recurring payment system , which can provide a steady stream of income for your business.

Step 5. Describe Solution

Now that you’ve impressed the need for a change on your audience, it’s time to propose your solution. The format of your solution description will depend on what kind of decision you’re promoting. Generally speaking, you’ll want to briefly outline what needs to be done, how it will be done, who will do it, and when it will be done. Let’s look at sample solution formats for each of the examples from the introduction:

• Convincing the project manager to add you to a team: List the skills you have, how they relate to the needs of the project, and what you’ll be able to achieve once part of that team.
• Convincing your boss to commit time to fixing a product issue: List how you can fix the issue, how much time it will take, how many resources it will take, and how much it will cost, especially when compared to the alternative.
• Convincing HR to give an employee a raise: List how much of a raise your employee will need, any other non-monetary benefits that could work, and the advantages of retaining that talent.
• Convincing the board to open a new office: This initiative is clearly much more complex than the previous examples, which means it will require a much more in-depth business case document. However, in the business case presentation, you can list the costs, forecasted ROI, resources needed, and potential benefits of opening up the satellite office.

10 Tips for Presenting Effective Business Cases

• Use unique and attention-grabbing visuals. Chances are a board of directors or management team has seen a lot of business cases. Make sure yours doesn’t look just like everyone else’s.
• Clearly state your recommendation and required investment.
• Don’t shy away from costs and risks.
• Evaluate various scenarios when presenting your solution.
• Don’t forget to practice presenting your business case when preparing the documentation.
• Use an appropriate story alongside facts and figures to hook your audience, as recommended by the Harvard Business Review . 
• Don’t add too much data to your PPT slides. Remember that the rest of your details will be in the business case document.
• Involve your audience by making eye contact, mentioning specific examples they may have heard about or been involved in, and even making appropriate jokes.
• Brainstorm potential questions your audience may ask and incorporate them into your presentation. 
• Prepare both a long version and a short version of your business case presentation. You might be expecting an hour to pitch your idea to stakeholders, but you might just get a few minutes while walking down the hall to an emergency meeting.

Conclusion: Do Your Initiative Justice

You have a good idea. Maybe it’s a project you really believe in, a decision that just has to be made, or a strategy that will change the game for your organization. Whatever the case, your initiative won’t get approval if you communicate it ineffectively. Create a convincing business case and present it effectively and you’ll see decisions going your way in no time.

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Business Analysis Tools, Business Presentations, Presentation, Presentation Approaches Filed under PowerPoint Tutorials

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