Answer & Explanation:Please read the following article that deals with case study preparation: Explain how you would plan and prepare a research study for this business. What specific details should you include in your research study to ensure an effective and convincing presentation? 2-3 paragraphs!

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Journal of Case Studies
May 2014, Vol. 32, No. 1, p. 1-9
TOTAL CASE: Suggestions for Improving Case Writing
Craig Davis, Ohio University
Cara Peters, Winthrop University
Leigh Cellucci, East Carolina University
The Society for Case Research held a preconference workshop to help authors improve
their case research skills. It was held the day prior to the 2013 summer workshop and was
informally called” the Case Writer’s Boot Camp” as it focused on the basics of case
writing. The speakers for the workshop, Karen Berger, Craig Davis, and Cara Peters,
addressed topics that ranged from what is in a case and teaching note to tips for writing
and publishing cases. Evaluation by the twenty attendees was positive, and the editors
thought this was another way to share as least part of the workshop with the JCS readers.
One component of the workshop, presented by Craig Davis, focused on how to write
stronger and well written cases. He framed his tips for case writing around the
pneumonic: TOTAL CASE. This acronym and pneumonic was developed to make it easy
for authors to remember the important criteria needed to publish a case.
TOTAL CASE stands for:
T = Tense
O = Objectivity
T = Tone
A = Authenticity
L = Length
C = Characters
A = All-in-order
S = Suspense
E = Ending
Thus, the focus of this article is to enhance and improve case writing prose by applying
the TOTAL CASE criteria to help authors produce more interesting, accurate and
publishable cases.
T = Tense
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Journal of Case Studies
May 2014, Vol. 32, No. 1, p. 1-9
The letter T represents tense. Cases have already happened. Cases are in the past, so they
should be written in past tense. It may be helpful for authors might think of case
narratives like the genre of historical non-fiction.
Consider the example sentence below.
Counter framing theory provides an opposing argument to neutralize or override
the original framed message.
Because the counter framing theory exists today, it is easy for authors to write in the
present tense. However, case writing requires past tense. Thus, the sentence should be
rewritten as follows.
Counter framing theory provided an opposing argument to neutralize or override
the original framed message.
But, ensuring that a case is in the past tense can be tricky. One suggestion is for authors
to find the main verb of each sentence and ask: “Is the main verb in each sentence in past
When rewriting a sentence to ensure that it remains in the past tense, authors should also
be cognizant of the active versus passive nature of the writing. Writing in the past tense
and writing in an active voice are required.
See the two sentences below and compare the differences.
Nancy Upton, a college student from Texas, read the article and decided to create
a satirical entry to the contest.
Nancy Upton, a college student from Texas, read the article and created a
satirical entry to the contest.
While the first sentence is in past tense, it is written in a passive form. The second
sentence is better because it is written in past tense, but it also uses the active voice. In
general, to create a publishable case, authors should write in the past tense using the
active voice.
O = Objective
The second letter O indicates objectivity. The writing of a case should be as factual and
objective as possible. While some believe stories can never be unbiased, authors should
strive for objectivity. Authors should comb through their cases and eliminate biased
writing. As authors proof and edit their drafts, they should look for opinionated-sounding
clauses in the writing. If opinionated, biased language appears then the author should rewrite these phrases or eliminate them altogether.
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May 2014, Vol. 32, No. 1, p. 1-9
An example of an opinionated-sounding clause is:
As any good marketing person would do, Gerry re-examined the sales data from
2012 year.
The phrase, “as any good marketing person would do,” presents a biased opinion about
Gerry’s actions. Thus, it would be best to remove the biased language from that sentence
and simply write:
Gerry re-examined the sales data.
Or by adding more information the author might write:
To develop a benchmark for revenue, Gerry re-examined the sales data from last
The case “When ‘You’re Fired is not an Option: A CEO’s Dilemma” illustrates the O =
Objective. The authors Joyner, Frantz, and Smolnikar present the human resource
decision options directly. What does a CEO do when she cannot fire an employee, but
she reasonably suspects said employee has violated confidentiality? The options are
presented without bias; the decision is for the students to make.
T = Tone
The second T in TOTAL CASE prompts the word tone. The academic training in
doctoral programs requires students to write in a scholarly tone. However, case writing is
different from scholarly writing. Case writing requires a more conversational tone. As
explained by Gina Vega in her book titled, The Case Writing Workbook: A Self-Guided
Workshop, she said, “Case writing requires a lighter hand, a more relaxed presentation,
and the deft use of descriptive and evocative writing to stimulate the reader’s
imagination” (Vega, 2013). With case writing, authors should be more concerned with
making their cases read like a news story or a magazine feature article. If a particular case
does not read like this, then the author should rewrite the case with a more conversational
The case “Flash Mob ‘Invades’ Sleepy Rural Town” exemplifies the T=Tone
recommendation. Authors Tuma, Cook, and Waldecker describe how university students
participated in a project of urban renewal that combined philanthropy with an attempt to
affect tourism-based economic development. The tone of the case reflects the upbeat,
student project and provides the reader a clear picture of the flash mob performance and
citizen positive response.
While tone is similar to the voice of the author, tone is not style. Style refers to the
stylistic guidelines required for publication. The Society for Case Research organization
requires authors to use the most recent version of the APA Style Guide. The Society for
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May 2014, Vol. 32, No. 1, p. 1-9
Case Research website provides guidelines related to the style of all aspects of an
author’s case such as figures, tables, formatting, headers, typeface, font size, file size,
abstracts and more.
With respect to style, the following are helpful:
1. Society for Case Research Manuscript Guidelines for Authors found at
2. Publication Manual of the American Psychological Association, latest version.
Have these documents in an easy to access location while writing the case. Or, visit the
Society for Case Research website to obtain the guidelines for publication, purchase a
new APA style manual or find an up-to-date website that contains the correct APA style
There are many experienced case writers in our organization that would be happy to share
examples of cases that they recently published. Alternatively, examine recently
published cases for each of the journals published by the organization: Business Case
Journal; Journal of Case Studies; Journal of Critical Incidents.
The Journal of Case Studies is published online. Aspiring authors can easily find current
and past issues on the journal websites at, and
A = Authenticity
The letter A stands for authenticity. Simply put, all cases and critical incidents published
by the Society for Case Research must be real. In the words of Craig Davis, during the
preconference workshop, “You can’t make this stuff up. No way. No how.” An author
cannot invent companies, locations, actions, conversations, people, scenarios, or
With authenticity being so important, an author might wonder, How do I write a case if I
was not there? How can I write from the perspective of one individual if I do not know
them? How can I remember every word from a meeting?
This leads to an important dilemma for case writers — how to represent a case as factual
history. When does setting a scene or describing characters cross into fiction and
imagination? What is the line between historical inference and invention?
Clearly, these are gray areas that require authors to use their best judgment. The question
that all case writers should ask and answer to the best of their ability is: “Am I honoring
the mission of the Society for Case Research?”
The Society for Case Research views cases as real life, true stories. “The story is told
about a real event in a real organization in a real industry,” said William Stratton, Past
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May 2014, Vol. 32, No. 1, p. 1-9
President of Society for Case Research. He defined a case as “an authentic description of
a real situation . . .” (as cited in Berger, Stratton, Thomas, and Cook, 2011). Silverman
and Welty (1994) define a case as “a real-life problem or dilemma, which has no
immediate, obvious, single or correct solution” (as cited in Millis and Cottell, 1998.). The
key points about cases are that they are true; the event(s) really happened; and there has
been research conducted that provides an organizational scenario.
When submitting to one of the Society for Case Research workshops, conferences, or
journals, the author has entered into an implicit agreement with the organization and they
are creating real experiences, not in-class exercises.
Another suggestion for the authors who find themselves in this gray area is to think about
the content. ‘Are we inventing or re-creating a situation?’ The Society for Case Research
allows for a “reasonable” re-creation of events, situations, discussions, or meetings that
mirror the facts of the case. However, the Society for Case Research does not allow for
the invention of events, situations, discussions or meetings.
The best way to make sure that content is not invented is to ask the person(s) giving
consent to publish to read the case and help verify the accuracy of the writing.
L = Length
The letter L in TOTAL CASE implies length. Cases are typically 7 to 15 pages in length.
When they get longer than 15 pages, the author is asking a lot of the reviewer and student
reader. Reviewers and students seem to tire of a case after 15 pages of reading. There
are exceptions, however, and SCR has published cases that were 30-40 pages long.
The case “Succession Planning and Leadership at DRYCO, Inc.” is an example of a
complex case that addresses the L = Length recommendation. As the case focused on
succession planning of an organization, readers should be made aware of the
organization’s timeline, family involvement in the organization, and stakeholder
opinions. The authors Whaley and Walker supplied this additional information in
appendices. Thus, the case story follows the recommended length guidelines (11 pages)
with the additional information provided in four appendices.
Sometimes authors do reject the premise that their case is too long. Because authors
conduct many interviews and extensive research on the company and related problems,
they become immersed in details, and granted, some topics are more complex. However,
we encourage the author to listen to the feedback provided by the workshop or
conference attendees. Moreover, if reviewers or journal editors state it is too long, then
the author must meet the reviewers and editors request.
Also at times authors are so immersed in their work that they have a hard time seeing the
case from the perspective of an unknown faculty member who might adopt the case, or
from the perspective of the student who will be assigned the case in the classroom. It may
help to get an initial “friendly” read by someone in the Society for Case Research
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May 2014, Vol. 32, No. 1, p. 1-9
organization who can suggest ways to reduce the length. It also may even be worth an
author’s time to include this person as a co-author and let them revise the case to be
C = Character(s)
The letter C recalls the word for character. The best cases have characters. An author
can certainly write a case without characters, but the narrative and storytelling aspects of
the case tends to be weak. Characters provide depth, detail, and interest. Do not be
afraid to build in information about the character’s personality, leadership style, or any
other interesting details if they emerged during the data collection.
Our suggestion is to include a character, also known as the protagonist, when writing a
case, even in disguised cases and descriptive cases. When a case is descriptive or written
from secondary sources, character details can usually be obtained from reading public
documents, such as popular press articles, financial reports, or websites that may contain
information or quotes from people within a company. An author can creatively describe
a person’s personality and leadership style without revealing the character’s name and
Furthermore, we suggest that authors introduce the character in the introductory hook and
reveal information about them with action and dialogue throughout the rest of the case.
Once the character is introduced, the author can return to them when telling the story.
This provides a consistent thread throughout the case and improves flow and student
In the case “Theo Chocolate: Doing Well by Doing Good,” authors Butcher and Wilson
develop the character of Joe Whinney, the founder of Theo Chocolate. Throughout the
case, the reader learns more about Joe, a man who cared about people, the environment,
and chocolate.
A = All-in-order
The second A hints at the hyphenated word all-in-order. All-in-order means that cases
are historical in nature and require a beginning, middle, and end. A case is really a
chronological story from beginning to end. Authors should convey a sense of time
throughout the case. It should read chronologically from beginning to end or end to
beginning, depending on how the narrative is structured.
In order to check the chronological nature of a case, authors should ask themselves,
“Have I committed a time-stamp error?” Below is a fictional example to illustrate this
kind of error.
On Wednesday, August 8 at 11:49 p.m., Jane Doe, account manager from ACE
Public Relations, gathered her team in the conference room of the New York
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May 2014, Vol. 32, No. 1, p. 1-9
office. It had been a long day. Now they were going to hold a conference call
with Dick Smith, Marketing Manager for the Delicious Hotdog brand, to review
what had happened that day and to discuss next steps and agency
The day before, Village News writer had picked up ACE’s press release and had
written a story in the advertising and media section titled, “A Weener Surprise.”
The word was out. Delicious Hotdogs would be distributing 10,000 free hotdogs
in New York City and ACE’s guerilla plan to give away hotdogs was off to a great
The activation program began the next day, August 8 at 9 a.m., with Delicious
Hotdog Carts, similar to carts used by hotdog and food vendors in the city,
making their official debut at Times Square outside of Harold Stein’s studio.
During Mr. Stein’s morning radio show, he encouraged fans to check out the
carts around the city. By 11a.m., over 1000 hotdogs were distributed.
The time-stamp error in this example makes it difficult to follow what is happening. The
case begins with a meeting late on a Wednesday night. It then jumps to sometime the day
before and then jumps back to Wednesday morning. The jumps in time create confusion
for the reader. Authors can use a timeline to help maintain a chronological thread
throughout the story to keep important events all-in-order.
Case authors Gavino, Portugal, and Briones demonstrate mindfulness of A = All-in-order
in “Change Management at Mars Publishing House.” In this descriptive case, the IT
manager was charged with successfully implementing the new Enterprise Resource
Planning (ERP) system within a ten-month timeframe. Their careful attention to
maintaining the chronological thread throughout the case allows readers to understand
how the IT manager proceeded with the project and was, indeed, successful.
S = Suspense
The S means suspense. All cases should have a built-in sense of suspense and
tensiveness. The writing of a case should create the kind of suspense that makes the
reader want to read on to find out what is going to happen in the end, or what action will
the protagonist take.
When writing a case, authors should ask themselves two questions:
1. Does the case build suspense for the decision point?
2. Does the case have “tensive pull?”
Professor Hannah Harvey, in The Art of Storytelling: From Parents to Professionals,
discusses the importance of tensiveness in storytelling. With stories and with cases, the
places, times and characters should work together toward an outcome or decision. The
dynamic quality within cases making them interesting is called suspense, or more
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May 2014, Vol. 32, No. 1, p. 1-9
accurately tensiveness. Another way to think of tension is the think of it as a “stretching
or straining among opposing forces” (Harvey, 2012).
An example of tensiveness can be seen in the following statement below. It shows the
conflict or tensiveness of hand labor vs intellectual labor.
We work with our hands so other people can work with their heads (Bill, Coal
Suspense should keep the reader interested in the ongoing story line and draw the reader
toward the decision point that appears later in the ending hook of case. Tensiveness in the
body of the case connects the elements of the story.
The case, “You’re Not Good Enough,” illustrates the S = Suspense recommendation as
the protagonist Clint learns about the importance of mentoring, leadership, and
motivation. Authors Carpenter and Hodge provide a poignant account of early work
experience when Clint learns that company leaders thought he was not “good enough.”
E = Ending
The letter E implies ending. Every case requires a conclusion that is congruent with, and
ties back to the opening hook. We suggest thinking of the ending as a “closing hook.”
Like the hook, the ending should be interesting, provocative, and draw the reader into
analysis or discussion. In other words, a good ending should summarize the issue at hand
while presenting the reader with the issue to be analyzed or the decision point.
Moreover, the ending should present a wide range of possible perspectives and
alternatives. It may also require the readers to test their assumptions and knowledge.
Finally, the ending should lead into what is to come in the teaching note. An example of a
closing hook that provides a summary along with a wide range of possible perspectives
for the reader to consider is presented below.
Looking at her 2008 sales figures, Lynne was quite distraught. She had invested
years of her life and savings in developing her fledgling business resulting in
respectable sales with a diverse product line, reliable supply sources, and
popular products. “The NYC Subway Line brand has become part of popular
cultures of New York, and that’s an accomplishment,” she noted. However, with
a license that was subject to annual review, she was reliant on the licensing
vagaries of the MTA and, at the same time, had to remain vigilant against
unlicensed competitors. The marginal profitability of her business barely
afforded her a salary, and she …
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