Case Study Development Process

Here’s a workflow we use for the development of our client case studies. This workflow outlines the stages of case study development, the involvement of each role, and the flow of information between the team and our client.

Case Study Initiation

The brand marketer or project lead engages with the client to identify potential case study opportunities that align with the organization’s objectives and success stories.

The brand marketer collaborates with the writer to gather initial information about the project and its potential as a case study.

Case Study Planning

The brand marketer, writer, and project manager meet to discuss the case study objectives, target audience, messaging, and timeline.

The writer conducts preliminary research to gain a deeper understanding of the project and its context.

Case Study Interviews

The writer schedules an interview with the client to gather detailed information about the project. The legal representative may also be present to address any legal considerations.

During the interview, the writer asks relevant questions to capture the project’s background, challenges, strategies, outcomes, and other key details. The writer takes notes and records the interview for reference.

Content Development

The writer reviews and organizes the information gathered from the interview and additional research.

The writer collaborates with the graphic designer to determine the visual elements, such as charts, graphs, or images, that will enhance the case study’s content and presentation.

The writer begins crafting the case study narrative, ensuring it aligns with the brand’s messaging and reflects the project’s objectives and outcomes.

The writer consults with subject matter experts or stakeholders, if needed, to clarify any technical or industry-specific aspects of the case study.

Review and Editing

The writer shares the initial draft of the case study with the project team, including the brand marketer, graphic designer, and legal representative.

The brand marketer ensures that the case study effectively showcases the brand’s value proposition and aligns with the marketing objectives.

The graphic designer provides feedback on the visual elements and their integration into the case study.

The legal representative reviews the case study for legal compliance, confidentiality, and any necessary disclaimers or disclosures.

Revision and Finalization

The writer incorporates feedback and revisions from the project team into the case study.

The writer ensures the case study’s content is clear, concise, and effectively communicates the project’s story.

The legal representative approves the final version of the case study, ensuring it meets all legal requirements and mitigates potential legal risks.

The project manager confirms the timeline, finalizes the design layout, and prepares the case study for publication.

Publication and Promotion

The brand marketer leads the publication and promotion of the case study through various marketing channels, such as the organization’s website, social media, email marketing, or industry publications.

The brand marketer may collaborate with the PR or communications team to amplify the reach of the case study through media coverage or press releases.

The brand marketer tracks and analyzes the performance of the case study, gathering feedback and metrics to assess its effectiveness.

Throughout the workflow, there is ongoing communication and collaboration between the team members, the client, and the legal representative to ensure the case study accurately represents the project and complies with all necessary requirements. This collaborative approach helps create a high-quality case study that effectively communicates the project’s story and aligns with the organization’s objectives.

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What to expect when you work with Worksprings.


Project discussion summary

This key document outlines the objectives, scope, and resources required for a project. It serves as a guide for all stakeholders involved.


Project roadmap and milestones

You receive the key milestones for the project indicating a point in a project’s timeline that mark the completion of a major task or phase. This is essential for helping you track progress and ensure timely completion of any project.



Collaboration helps create diverse perspectives and enables different skill sets to come together, leading to innovative solutions, improved productivity and better outcomes for your projects.


Weekly project updates

Every week we send you a summary of completed tasks, key questions, and a view into our next steps as a projec team.


Quality and Satisfaction

You will receive your project delivered to your satisfaction. We’ll get it right or we’ll make it right!

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