Case Study Roles & Responsibilities

As you assemble your case study project team, it’s essential to have the right skills and capabilities assigned to the team. Here’s a brief description of the essential roles and responsibilities we use for our projects.

First, a little about roles and responsibilities as we define them. A clear definition of roles and responsibilities is crucial in marketing projects as they help in effective project management, coordination, and ensuring that all necessary functions are fulfilled to achieve project objectives. By defining roles and assigning specific responsibilities to team members, it becomes easier to track progress, allocate resources, and ensure successful project execution.


A role refers to a specific position or function that an individual or a team plays within a marketing project. It defines the area of expertise or the contribution expected from a person or a group of people involved in the project. Roles help establish clarity and delineate the scope of work for each participant, ensuring that all necessary aspects of the project are covered.


Responsibilities are the specific tasks, duties, and obligations associated with a particular role within a marketing project. They outline the actions and deliverables that individuals or teams are accountable for, ensuring that everyone understands what is expected of them. Responsibilities may include activities such as conducting market research, creating marketing strategies, designing promotional materials, executing campaigns, analyzing data, or managing project timelines and budgets. Depending on the size of a project it’s common for one or more roles to be assigned to the same person. As the number of case studies under development increase in scale and are developed in parallel, these roles may be assigned to specific individuals without responsibility overlap.

Case Study Project Team Roles and Responsibilities

A typical case study team can look like this:

  • Project Lead / Project Manager
  • Writer / Copywriter
  • Editor
  • Graphic Designer
  • Legal representative / or designated representative
  • Brand representative

Project Lead

Person assigned to oversee and manage the overall success of a case study project. Typically, we assign this to an account manager or a project manager. This person is very detailed-oriented, facilitates meetings well, and is well-organized with their work. This person will work closely with the internal or external client to define the project scope, gather information, and assemble project plans and teams.



Writers play a key role in researching, organizing, and presenting information in a compelling and informative manner. Here are the key responsibilities of a writer in the context of case study development:

  • Research and Information Gathering: Writers conduct thorough research to gather relevant information about the project, its background, objectives, challenges, solutions, and outcomes. They may interview key stakeholders, subject matter experts, or individuals involved in the project to gather insights and firsthand accounts.
  • Storytelling and Narrative Development: Writers are responsible for crafting a coherent and engaging narrative that tells the story of the case study. They structure the information in a logical and compelling way, highlighting the key aspects of the project and its impact. Writers use storytelling techniques to make the case study relatable and engaging for the intended audience.
  • Clarity and Conciseness: Writers ensure that the case study is written in clear and concise language, making it easily understandable for the readers. They communicate complex concepts in a simple and accessible manner, avoiding jargon and technical terms that may confuse or alienate the audience.
  • Formatting and Presentation: Writers organize the content of the case study in a visually appealing and reader-friendly format. They use headings, subheadings, bullet points, and other formatting techniques to enhance readability and enable readers to navigate through the case study efficiently. Writers may also collaborate with graphic designers to incorporate visual elements that support the narrative.
  • Proofreading and Editing: Writers review and revise the case study to ensure grammatical accuracy, clarity, and coherence. They eliminate spelling errors, grammatical mistakes, and inconsistencies in tone and style. Writers may also work closely with editors to refine the content and improve its overall quality.
  • Collaboration with the Project Team: Writers collaborate with other members of the project team, such as subject matter experts, project managers, and stakeholders. They gather feedback, incorporate revisions, and ensure that the case study aligns with the project’s objectives and requirements. Writers may also work closely with designers, illustrators, or photographers to integrate visual elements into the case study.
  • Adhering to Guidelines: Writers follow any specific guidelines or templates provided for the case study development. They ensure that the case study meets the formatting, style, and length requirements. Writers also adhere to any branding or messaging guidelines to maintain consistency with the organization’s identity.

Graphic Designer

The role of a graphic designer in a case study project is to visually enhance and communicate the information presented in the case study. They are responsible for creating visually appealing and engaging designs that support the narrative and effectively convey key messages. Here are some key responsibilities of a graphic designer in a case study project:

      • Layout and Formatting: Graphic designers are responsible for the layout and formatting of the case study. They organize the content, including text, images, charts, and graphs, in a visually appealing and logical manner. They ensure that the design elements are consistent with the branding guidelines and align with the overall look and feel of the project.
      • Visualizing Data
        Graphic designers help transform complex data and statistics into visually understandable and compelling visual representations. They create charts, graphs, infographics, and other visual assets to present data in a clear and visually appealing manner. This helps readers grasp the information more easily and enhances the overall comprehension of the case study.
      • Illustrations and Visual Assets
        Graphic designers may create custom illustrations or visuals to support the case study content. These visuals can include diagrams, process flows, icons, or any other visual elements that enhance the understanding of concepts, illustrate scenarios, or add visual interest to the case study.
      • Typography and Branding Graphic designers choose appropriate fonts, typography styles, and colors that align with the project’s branding guidelines. They ensure that the typography enhances readability and reinforces the overall visual aesthetic of the case study.
      • Collaboration with the Project Team
        Graphic designers collaborate closely with the project team, including writers, editors, and stakeholders, to understand the project objectives, key messages, and target audience. They incorporate feedback, address any concerns, and make revisions or iterations to ensure that the visual design effectively supports and enhances the case study content.
      • Visual Consistency and Quality
        Graphic designers maintain visual consistency throughout the case study, ensuring that the design elements, color schemes, and typography are harmonious and aligned. They also ensure that the final deliverables meet quality standards and are visually appealing across different platforms and devices.


The core responsibilities of the case study editor are:

        • Reviewing and Proofreading: Editors thoroughly review the case study to identify and correct errors in grammar, spelling, punctuation, and sentence structure. They ensure that the writing is clear, concise, and free from any typographical or formatting mistakes.
        • Ensuring Consistency and Clarity: Editors maintain consistency in the writing style, tone, and formatting throughout the case study. They ensure that the information is presented in a logical and organized manner, making it easy for readers to follow and comprehend.
        • Enhancing Readability and Flow: Editors focus on improving the overall readability and flow of the case study. They may rephrase or restructure sentences, paragraphs, or sections to enhance the narrative, eliminate redundancy, and improve the overall coherence of the document.
        • Fact-Checking and Verification: Editors verify the accuracy and authenticity of the information presented in the case study. They cross-check data, statistics, and references to ensure that all the information is reliable, up-to-date, and supported by credible sources.
        • Adhering to Guidelines and Objectives: Editors ensure that the case study aligns with the project’s guidelines, objectives, and target audience. They may work closely with the project team or stakeholders to understand the purpose and goals of the case study, and make necessary revisions to meet those requirements.
        • Collaborating with the Project Team: Editors collaborate with the project team, authors, and subject matter experts to gather feedback, address any concerns, and incorporate revisions or additional information as needed. They work in conjunction with the team to ensure that the final case study meets the project’s objectives and exceeds quality standards.


The role of a legal representative in the case study development context is to provide legal guidance, ensure compliance, and protect the interests of the organization or individuals involved in the case study. Legal representatives play a crucial role in reviewing the case study content to ensure that it adheres to relevant laws, regulations, and ethical considerations.

  • Legal Compliance: Legal representatives review the case study to ensure that the content complies with applicable laws, regulations, and industry standards. They assess potential legal risks and provide guidance to ensure that the case study does not contain any information that could result in legal issues or liability for the organization or individuals involved.
  • Confidentiality and Privacy: Legal representatives ensure that sensitive and confidential information is handled appropriately in the case study. They assess the need for anonymizing or redacting certain details to protect the privacy of individuals or organizations mentioned in the case study. They also ensure compliance with data protection and privacy laws.
  • Intellectual Property: Legal representatives assess and address any intellectual property concerns related to the case study. They ensure that the case study does not infringe upon the intellectual property rights of any third parties and that appropriate permissions or licenses are obtained for the use of copyrighted materials.
  • Disclaimers and Disclosures: Legal representatives may advise on including disclaimers and disclosures in the case study to provide transparency and mitigate potential legal risks. This may include disclaimers regarding the accuracy of information, the purpose of the case study, and any potential conflicts of interest.
  • Reviewing Contracts and Agreements: If the case study involves partnerships, collaborations, or contractual relationships, legal representatives may review relevant contracts and agreements to ensure that the case study accurately represents the terms and obligations of the parties involved.
  • Risk Assessment and Mitigation: Legal representatives assess potential legal risks associated with the publication and dissemination of the case study. They provide guidance on mitigating those risks and may suggest strategies to protect the organization or individuals involved.
  • Legal Review and Approval: Legal representatives may be responsible for reviewing and approving the final version of the case study before its publication to ensure that it meets legal requirements and mitigates any potential legal issues.

Brand Marketing

The role of a brand marketer in the case study development context is to strategically position and promote the brand within the case study. Brand marketers play a vital role in showcasing the organization’s products, services, or initiatives in a positive light, and leveraging the case study as a marketing tool to build brand reputation and attract potential customers or clients. Here are some key responsibilities of a brand marketer in the case study development context:

  • Brand Strategy and Alignment: Brand marketers ensure that the case study aligns with the overall brand strategy and messaging. They identify the key brand attributes, value propositions, and unique selling points that should be highlighted in the case study to reinforce the brand identity and differentiate it from competitors.
  • Target Audience Analysis: Brand marketers analyze the target audience for the case study to understand their needs, preferences, and pain points. They ensure that the case study content resonates with the intended audience, addressing their specific challenges and showcasing how the brand’s solutions or offerings can meet their requirements.
  • Storytelling and Narrative Development: Brand marketers collaborate with the project team, including writers and designers, to develop a compelling and authentic brand narrative within the case study. They ensure that the storytelling aligns with the brand’s values, positioning, and messaging, effectively communicating the brand’s impact, success stories, and customer satisfaction.
  • Brand Identity Integration: Brand marketers ensure that the case study incorporates the brand’s visual identity elements, such as logo, color scheme, typography, and brand guidelines. They work closely with designers to create visually appealing and cohesive case study layouts that reflect the brand’s aesthetics and reinforce brand recognition.
  • Value Proposition Demonstration: Brand marketers emphasize the unique value proposition of the brand within the case study. They highlight the key benefits, advantages, or outcomes achieved through the brand’s products, services, or initiatives, demonstrating how they have made a positive impact on customers or clients.
  • Promotion and Distribution: Brand marketers play a role in promoting and distributing the case study to reach a wider audience. They leverage various marketing channels, such as social media, email marketing, website, or industry publications, to disseminate the case study and maximize its exposure. They may also collaborate with the PR or communications team to amplify the reach of the case study through media outreach or press releases.
  • Performance Measurement: Brand marketers monitor and measure the performance and impact of the case study as a marketing asset. They track key metrics, such as engagement, reach, conversions, or brand sentiment, to assess the effectiveness of the case study in achieving marketing objectives. They use these insights to refine future case study development strategies.



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Project discussion summary

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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.


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