explanatory case study example

• Explanatory Research: Types, Examples, Pros & Cons

Explanatory research is designed to do exactly what it sounds like: explain, and explore. You ask questions, learn about your target market, and develop hypotheses for testing in your study. This article will take you through some of the types of explanatory research and what they are used for.

What is Explanatory Research?

Explanatory research is defined as a strategy used for collecting data for the purpose of explaining a phenomenon. Because the phenomenon being studied began with a single piece of data, it is up to the researcher to collect more pieces of data. 

In other words, explanatory research is a method used to investigate a phenomenon (a situation worth studying) that had not been studied before or had not been well explained previously in a proper way. It is a process in which the purpose is to find out what would be a potential answer to the problem.

This method of research enables you to find out what does not work as well as what does and once you have found this information, you can take measures for developing better alternatives that would improve the process being studied. The goal of explanatory research is to answer the question “How,” and it is most often conducted by people who want to understand why something works the way it does, or why something happens as it does.

Read: How to Write a Problem Statement for your Research

By using this method, researchers are able to explain why something is happening and how it happens. In other words, explanatory research can be used to “explain” something, by providing the right context. This is usually done through the use of surveys and interviews.

Importance of Explanatory Research

Explanatory research helps researchers to better understand a subject, but it does not help them to predict what might happen in the future. Explanatory research is also known by other names, such as ex post facto (Latin for “after the fact”) and causal research.

The most important goal of explanatory research is to help understand a given phenomenon. This can be done through basic or applied research . 

Basic explanatory research, also known as pure or fundamental research, is conducted without any specific real-world application in mind. Applied explanatory research attempts to develop new knowledge that can be used to improve humans’ everyday lives. 

Read: How to Write a Thesis Statement for Your Research: Tips + Examples

For example, you might want to know why people buy certain products, why companies change their business processes, or what motivates people in the workplace. Explanatory research starts with a theory or hypothesis and then gathers evidence to prove or disprove the theory. 

Most explanatory research uses surveys to gather information from a pool of respondents . The results will then provide information about the target population as a whole.

Purpose of Explanatory Research

The purpose of explanatory research is to explore a topic and develop a deeper understanding of it so that it can be described or explained more fully. The researcher sets out with a specific question or hypothesis in mind, which will guide the data collection and analysis process.

Explanatory research can take any number of forms, from experimental studies in which researchers test a hypothesis by manipulating variables, to interviews and surveys that are used to gather insights from participants about their experiences. Explanatory research seeks neither to generate new knowledge nor solve a specific problem; rather it seeks to understand why something happens.

For example, imagine that you would like to know whether one’s age affects his or her ability to use a particular type of computer software. You develop the hypothesis that older people will have more difficulty using the software than younger people. 

In order to test your hypothesis and learn more about the relationship between age and software usage, you design and conduct an explanatory study.

Read: How to Write An Abstract For Research Papers: Tips & Examples

Characteristics of Explanatory Research

Explanatory research is used to explain something that has already happened but it doesn’t try to control anything, nor does it seek to predict what will happen. Instead, its aim is to understand what has happened when it comes to a certain phenomenon.

Here are some of the characteristics of explanatory research, they include:

• It is used when the researcher wants to explain the relationship between two variables that the researcher cannot manipulate. This means that the researcher must rely on secondary data instead to understand the variables.
• In explanatory research, the data is collected before the study begins and is usually collected by a different individual/organization than that of the researcher.
• Explanatory research does not involve random sampling or random allocation (the process of assigning subjects and participants to different study groups).

Types of Explanatory Research

Explanatory research generally focuses on the “why” questions. For example, a business might ask why customers aren’t buying their product or how they can improve their sales process. Types of explanatory research include:

1. Case studies: Case studies allow researchers to examine companies that experienced the same situation as them. This helps them understand what worked and what didn’t work for the other company.

 Explore: Formplus Customer Success Stories and Case Studies

2. Literature research: Literature research involves examining and reviewing existing academic literature on a topic related to your projects, such as a particular strategy or method. Literature research allows researchers to see how other people have discussed a similar problem and how they arrived at their conclusions.

3. Observations: Observations involve gathering information by observing events without interfering with them. They’re useful for gathering information about social interactions, such as who talks to whom on a subway platform or how people react to certain ads in public spaces, like billboards and bus shelters.

4. Pilot studies: Pilot studies are small versions of larger studies that help researchers prepare for larger studies by testing out methods, procedures, or instruments before using them in the final study design.

Read: Research Report: Definition, Types + [Writing Guide]

5. Focus groups: Focus groups involves gathering a group of people so participants can share opinions, instead of answering questions

Difference between Explanatory and Exploratory Research

Explanatory research is a type of research that answers the question “why.” It explains why something happens and it helps to understand what caused something to happen.

Explanatory research always has a clear objective in mind, and it’s all about the execution of that objective. Its main focus is to answer questions like “why?” and “how?”

Exploratory research on the other hand is a form of observational research, meaning that it involves observing and measuring what already exists. Exploratory research is also used when the researcher doesn’t know what they’re looking for. 

Its purpose is to help researchers better understand a subject so that they can develop a theory. It is not about drawing any conclusion but about learning more about the subject. 

Examples of Explanatory Research

Explanatory research will make it easier to find explanations for things that are difficult to understand. 

For example, if you’re trying to figure out why someone got sick, explanatory research can help you look at all of your options and figure out what happened.

In this way, it is also used in order to determine whether or not something was caused by a person or an event. If a person was involved, you might want to consider looking at other people who may have been involved as well.

It can also be useful for determining whether or not the person who caused the problem has changed over time. This can be especially helpful when you’re dealing with a long-term relationship where there have been many changes.

Read: 21 Chrome Extensions for Academic Researchers in 2022

Let us assume a researcher wants to figure out what happened during an accident and how it happened. 

Explanatory research will try to understand if a person was driving while intoxicated, or if the person had been under the influence of alcohol or drugs at the time of their death. If they were not, then they may have had some other medical condition that caused them to pass away unexpectedly.

In the two examples, explanatory research wanted to answer the question of what happened and why did it happen.

Advantages of Explanatory Research

Here are some of the advantages of explanatory research:

• Explanatory research can explain how something happened
• It also helps to understand a cause of a phenomenon
• It is great in predicting what will happen in the future based on observations made today.
• It is also a great way to start your research if you are unfamiliar with the subject.

Disadvantages of Explanatory Research

Explanatory research is beneficial in many ways as listed above, but here are a few of the disadvantages of explanatory research.

1. Clarity on what is not known: The first disadvantage is that this kind of research is not always clear about what is and isn’t known. Which means it doesn’t always make the best use of existing information or knowledge.

You need to be specific about what you know already and how much more there might be left for future studies in order for this kind of research project to be useful at all times. This can help avoid wasting time by focusing on an issue that has already been studied enough without knowing it yet (or vice versa).

2. No clear hypothesis: Another disadvantage is that when designing experiments using this method there often isn’t any clear hypothesis about what will happen next which makes it impossible for scientists to predict

Explanatory research is taking a topic and explaining it thoroughly so that audiences have a better understanding of the topic in question. With explanatory research, having great explanations takes on more importance, so if you are a researcher in the social science field, you might want to put it to use.

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What Is a Case Study?

Weighing the pros and cons of this method of research

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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Explanatory Case Study Design—A Clarification

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Megan Anne Simons, Jenny Ziviani, Explanatory Case Study Design—A Clarification, Journal of Burn Care & Research , Volume 32, Issue 1, January-February 2011, Page e14, https://doi.org/10.1097/BCR.0b013e3182033569

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To the Editor:

For the purpose of clarity for the readership, we wish to address the description of the explanatory case study design (ECSD) as a qualitative research method in the invited critique to our original article. 1 Yin, 2 the primary source for ECSD, described case study as suitable when the number of variables of interest exceeds the number of data points (i.e., participants). He has positioned the case study as a stand-alone method, in which the collection of both quantitative and qualitative data is appropriate. 3 We agree that within a qualitative research paradigm, the sample size of seven participants 1 would likely be insufficient to satisfy the sampling strategy. However, ECSD is “driven to theory.” 3 , p. 1212 The use of multiple case studies (as in the original study) is deemed the equivalent of multiple experiments. 2 Generalization from the case studies is accomplished using replication logic derived from theoretical propositions (hypotheses) or theories about the case. Results are considered even more potent when two or more cases support the same theory but not an equally plausible, rival theory. 2 The problem of generalizing from case studies is the same as generalizing from experiments—where hypotheses and theory are the vehicles for generalization. 3 With this point of clarification, we acknowledge that the findings from the original study are limited to children with lower injury severity (when measured as %TBSA) within a shortened timeframe postburn injury (6 months).

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The Ultimate Guide to Qualitative Research - Part 1: The Basics

• Introduction and overview
• What is qualitative research?
• What is qualitative data?
• Examples of qualitative data
• Qualitative vs. quantitative research
• Mixed methods
• Qualitative research preparation
• Theoretical perspective
• Theoretical framework
• Literature reviews

Research question

• Conceptual framework
• Conceptual vs. theoretical framework

Data collection

• Qualitative research methods
• Focus groups
• Observational research

What is a case study?

Applications for case study research, what is a good case study, process of case study design, benefits and limitations of case studies.

• Ethnographical research
• Ethical considerations
• Confidentiality and privacy
• Power dynamics
• Reflexivity

Case studies

Case studies are essential to qualitative research , offering a lens through which researchers can investigate complex phenomena within their real-life contexts. This chapter explores the concept, purpose, applications, examples, and types of case studies and provides guidance on how to conduct case study research effectively.

Whereas quantitative methods look at phenomena at scale, case study research looks at a concept or phenomenon in considerable detail. While analyzing a single case can help understand one perspective regarding the object of research inquiry, analyzing multiple cases can help obtain a more holistic sense of the topic or issue. Let's provide a basic definition of a case study, then explore its characteristics and role in the qualitative research process.

Definition of a case study

A case study in qualitative research is a strategy of inquiry that involves an in-depth investigation of a phenomenon within its real-world context. It provides researchers with the opportunity to acquire an in-depth understanding of intricate details that might not be as apparent or accessible through other methods of research. The specific case or cases being studied can be a single person, group, or organization – demarcating what constitutes a relevant case worth studying depends on the researcher and their research question .

Among qualitative research methods , a case study relies on multiple sources of evidence, such as documents, artifacts, interviews , or observations , to present a complete and nuanced understanding of the phenomenon under investigation. The objective is to illuminate the readers' understanding of the phenomenon beyond its abstract statistical or theoretical explanations.

Characteristics of case studies

Case studies typically possess a number of distinct characteristics that set them apart from other research methods. These characteristics include a focus on holistic description and explanation, flexibility in the design and data collection methods, reliance on multiple sources of evidence, and emphasis on the context in which the phenomenon occurs.

Furthermore, case studies can often involve a longitudinal examination of the case, meaning they study the case over a period of time. These characteristics allow case studies to yield comprehensive, in-depth, and richly contextualized insights about the phenomenon of interest.

The role of case studies in research

Case studies hold a unique position in the broader landscape of research methods aimed at theory development. They are instrumental when the primary research interest is to gain an intensive, detailed understanding of a phenomenon in its real-life context.

In addition, case studies can serve different purposes within research - they can be used for exploratory, descriptive, or explanatory purposes, depending on the research question and objectives. This flexibility and depth make case studies a valuable tool in the toolkit of qualitative researchers.

Remember, a well-conducted case study can offer a rich, insightful contribution to both academic and practical knowledge through theory development or theory verification, thus enhancing our understanding of complex phenomena in their real-world contexts.

What is the purpose of a case study?

Case study research aims for a more comprehensive understanding of phenomena, requiring various research methods to gather information for qualitative analysis . Ultimately, a case study can allow the researcher to gain insight into a particular object of inquiry and develop a theoretical framework relevant to the research inquiry.

Why use case studies in qualitative research?

Using case studies as a research strategy depends mainly on the nature of the research question and the researcher's access to the data.

Conducting case study research provides a level of detail and contextual richness that other research methods might not offer. They are beneficial when there's a need to understand complex social phenomena within their natural contexts.

The explanatory, exploratory, and descriptive roles of case studies

Case studies can take on various roles depending on the research objectives. They can be exploratory when the research aims to discover new phenomena or define new research questions; they are descriptive when the objective is to depict a phenomenon within its context in a detailed manner; and they can be explanatory if the goal is to understand specific relationships within the studied context. Thus, the versatility of case studies allows researchers to approach their topic from different angles, offering multiple ways to uncover and interpret the data .

The impact of case studies on knowledge development

Case studies play a significant role in knowledge development across various disciplines. Analysis of cases provides an avenue for researchers to explore phenomena within their context based on the collected data.

This can result in the production of rich, practical insights that can be instrumental in both theory-building and practice. Case studies allow researchers to delve into the intricacies and complexities of real-life situations, uncovering insights that might otherwise remain hidden.

Types of case studies

In qualitative research , a case study is not a one-size-fits-all approach. Depending on the nature of the research question and the specific objectives of the study, researchers might choose to use different types of case studies. These types differ in their focus, methodology, and the level of detail they provide about the phenomenon under investigation.

Understanding these types is crucial for selecting the most appropriate approach for your research project and effectively achieving your research goals. Let's briefly look at the main types of case studies.

Exploratory case studies

Exploratory case studies are typically conducted to develop a theory or framework around an understudied phenomenon. They can also serve as a precursor to a larger-scale research project. Exploratory case studies are useful when a researcher wants to identify the key issues or questions which can spur more extensive study or be used to develop propositions for further research. These case studies are characterized by flexibility, allowing researchers to explore various aspects of a phenomenon as they emerge, which can also form the foundation for subsequent studies.

Descriptive case studies

Descriptive case studies aim to provide a complete and accurate representation of a phenomenon or event within its context. These case studies are often based on an established theoretical framework, which guides how data is collected and analyzed. The researcher is concerned with describing the phenomenon in detail, as it occurs naturally, without trying to influence or manipulate it.

Explanatory case studies

Explanatory case studies are focused on explanation - they seek to clarify how or why certain phenomena occur. Often used in complex, real-life situations, they can be particularly valuable in clarifying causal relationships among concepts and understanding the interplay between different factors within a specific context.

Intrinsic, instrumental, and collective case studies

These three categories of case studies focus on the nature and purpose of the study. An intrinsic case study is conducted when a researcher has an inherent interest in the case itself. Instrumental case studies are employed when the case is used to provide insight into a particular issue or phenomenon. A collective case study, on the other hand, involves studying multiple cases simultaneously to investigate some general phenomena.

Each type of case study serves a different purpose and has its own strengths and challenges. The selection of the type should be guided by the research question and objectives, as well as the context and constraints of the research.

The flexibility, depth, and contextual richness offered by case studies make this approach an excellent research method for various fields of study. They enable researchers to investigate real-world phenomena within their specific contexts, capturing nuances that other research methods might miss. Across numerous fields, case studies provide valuable insights into complex issues.

Critical information systems research

Case studies provide a detailed understanding of the role and impact of information systems in different contexts. They offer a platform to explore how information systems are designed, implemented, and used and how they interact with various social, economic, and political factors. Case studies in this field often focus on examining the intricate relationship between technology, organizational processes, and user behavior, helping to uncover insights that can inform better system design and implementation.

Health research

Health research is another field where case studies are highly valuable. They offer a way to explore patient experiences, healthcare delivery processes, and the impact of various interventions in a real-world context.

Case studies can provide a deep understanding of a patient's journey, giving insights into the intricacies of disease progression, treatment effects, and the psychosocial aspects of health and illness.

Asthma research studies

Specifically within medical research, studies on asthma often employ case studies to explore the individual and environmental factors that influence asthma development, management, and outcomes. A case study can provide rich, detailed data about individual patients' experiences, from the triggers and symptoms they experience to the effectiveness of various management strategies. This can be crucial for developing patient-centered asthma care approaches.

Other fields

Apart from the fields mentioned, case studies are also extensively used in business and management research, education research, and political sciences, among many others. They provide an opportunity to delve into the intricacies of real-world situations, allowing for a comprehensive understanding of various phenomena.

Case studies, with their depth and contextual focus, offer unique insights across these varied fields. They allow researchers to illuminate the complexities of real-life situations, contributing to both theory and practice.

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Understanding the key elements of case study design is crucial for conducting rigorous and impactful case study research. A well-structured design guides the researcher through the process, ensuring that the study is methodologically sound and its findings are reliable and valid. The main elements of case study design include the research question , propositions, units of analysis, and the logic linking the data to the propositions.

The research question is the foundation of any research study. A good research question guides the direction of the study and informs the selection of the case, the methods of collecting data, and the analysis techniques. A well-formulated research question in case study research is typically clear, focused, and complex enough to merit further detailed examination of the relevant case(s).

Propositions

Propositions, though not necessary in every case study, provide a direction by stating what we might expect to find in the data collected. They guide how data is collected and analyzed by helping researchers focus on specific aspects of the case. They are particularly important in explanatory case studies, which seek to understand the relationships among concepts within the studied phenomenon.

Units of analysis

The unit of analysis refers to the case, or the main entity or entities that are being analyzed in the study. In case study research, the unit of analysis can be an individual, a group, an organization, a decision, an event, or even a time period. It's crucial to clearly define the unit of analysis, as it shapes the qualitative data analysis process by allowing the researcher to analyze a particular case and synthesize analysis across multiple case studies to draw conclusions.

Argumentation

This refers to the inferential model that allows researchers to draw conclusions from the data. The researcher needs to ensure that there is a clear link between the data, the propositions (if any), and the conclusions drawn. This argumentation is what enables the researcher to make valid and credible inferences about the phenomenon under study.

Understanding and carefully considering these elements in the design phase of a case study can significantly enhance the quality of the research. It can help ensure that the study is methodologically sound and its findings contribute meaningful insights about the case.

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Conducting a case study involves several steps, from defining the research question and selecting the case to collecting and analyzing data . This section outlines these key stages, providing a practical guide on how to conduct case study research.

Defining the research question

The first step in case study research is defining a clear, focused research question. This question should guide the entire research process, from case selection to analysis. It's crucial to ensure that the research question is suitable for a case study approach. Typically, such questions are exploratory or descriptive in nature and focus on understanding a phenomenon within its real-life context.

Selecting and defining the case

The selection of the case should be based on the research question and the objectives of the study. It involves choosing a unique example or a set of examples that provide rich, in-depth data about the phenomenon under investigation. After selecting the case, it's crucial to define it clearly, setting the boundaries of the case, including the time period and the specific context.

Previous research can help guide the case study design. When considering a case study, an example of a case could be taken from previous case study research and used to define cases in a new research inquiry. Considering recently published examples can help understand how to select and define cases effectively.

Developing a detailed case study protocol

A case study protocol outlines the procedures and general rules to be followed during the case study. This includes the data collection methods to be used, the sources of data, and the procedures for analysis. Having a detailed case study protocol ensures consistency and reliability in the study.

The protocol should also consider how to work with the people involved in the research context to grant the research team access to collecting data. As mentioned in previous sections of this guide, establishing rapport is an essential component of qualitative research as it shapes the overall potential for collecting and analyzing data.

Collecting data

Gathering data in case study research often involves multiple sources of evidence, including documents, archival records, interviews, observations, and physical artifacts. This allows for a comprehensive understanding of the case. The process for gathering data should be systematic and carefully documented to ensure the reliability and validity of the study.

Analyzing and interpreting data

The next step is analyzing the data. This involves organizing the data , categorizing it into themes or patterns , and interpreting these patterns to answer the research question. The analysis might also involve comparing the findings with prior research or theoretical propositions.

Writing the case study report

The final step is writing the case study report . This should provide a detailed description of the case, the data, the analysis process, and the findings. The report should be clear, organized, and carefully written to ensure that the reader can understand the case and the conclusions drawn from it.

Each of these steps is crucial in ensuring that the case study research is rigorous, reliable, and provides valuable insights about the case.

The type, depth, and quality of data in your study can significantly influence the validity and utility of the study. In case study research, data is usually collected from multiple sources to provide a comprehensive and nuanced understanding of the case. This section will outline the various methods of collecting data used in case study research and discuss considerations for ensuring the quality of the data.

Interviews are a common method of gathering data in case study research. They can provide rich, in-depth data about the perspectives, experiences, and interpretations of the individuals involved in the case. Interviews can be structured , semi-structured , or unstructured , depending on the research question and the degree of flexibility needed.

Observations

Observations involve the researcher observing the case in its natural setting, providing first-hand information about the case and its context. Observations can provide data that might not be revealed in interviews or documents, such as non-verbal cues or contextual information.

Documents and artifacts

Documents and archival records provide a valuable source of data in case study research. They can include reports, letters, memos, meeting minutes, email correspondence, and various public and private documents related to the case.

These records can provide historical context, corroborate evidence from other sources, and offer insights into the case that might not be apparent from interviews or observations.

Physical artifacts refer to any physical evidence related to the case, such as tools, products, or physical environments. These artifacts can provide tangible insights into the case, complementing the data gathered from other sources.

Ensuring the quality of data collection

Determining the quality of data in case study research requires careful planning and execution. It's crucial to ensure that the data is reliable, accurate, and relevant to the research question. This involves selecting appropriate methods of collecting data, properly training interviewers or observers, and systematically recording and storing the data. It also includes considering ethical issues related to collecting and handling data, such as obtaining informed consent and ensuring the privacy and confidentiality of the participants.

Data analysis

Analyzing case study research involves making sense of the rich, detailed data to answer the research question. This process can be challenging due to the volume and complexity of case study data. However, a systematic and rigorous approach to analysis can ensure that the findings are credible and meaningful. This section outlines the main steps and considerations in analyzing data in case study research.

Organizing the data

The first step in the analysis is organizing the data. This involves sorting the data into manageable sections, often according to the data source or the theme. This step can also involve transcribing interviews, digitizing physical artifacts, or organizing observational data.

Categorizing and coding the data

Once the data is organized, the next step is to categorize or code the data. This involves identifying common themes, patterns, or concepts in the data and assigning codes to relevant data segments. Coding can be done manually or with the help of software tools, and in either case, qualitative analysis software can greatly facilitate the entire coding process. Coding helps to reduce the data to a set of themes or categories that can be more easily analyzed.

Identifying patterns and themes

After coding the data, the researcher looks for patterns or themes in the coded data. This involves comparing and contrasting the codes and looking for relationships or patterns among them. The identified patterns and themes should help answer the research question.

Interpreting the data

Once patterns and themes have been identified, the next step is to interpret these findings. This involves explaining what the patterns or themes mean in the context of the research question and the case. This interpretation should be grounded in the data, but it can also involve drawing on theoretical concepts or prior research.

Verification of the data

The last step in the analysis is verification. This involves checking the accuracy and consistency of the analysis process and confirming that the findings are supported by the data. This can involve re-checking the original data, checking the consistency of codes, or seeking feedback from research participants or peers.

Like any research method , case study research has its strengths and limitations. Researchers must be aware of these, as they can influence the design, conduct, and interpretation of the study.

Understanding the strengths and limitations of case study research can also guide researchers in deciding whether this approach is suitable for their research question . This section outlines some of the key strengths and limitations of case study research.

Benefits include the following:

• Rich, detailed data: One of the main strengths of case study research is that it can generate rich, detailed data about the case. This can provide a deep understanding of the case and its context, which can be valuable in exploring complex phenomena.
• Flexibility: Case study research is flexible in terms of design , data collection , and analysis . A sufficient degree of flexibility allows the researcher to adapt the study according to the case and the emerging findings.
• Real-world context: Case study research involves studying the case in its real-world context, which can provide valuable insights into the interplay between the case and its context.
• Multiple sources of evidence: Case study research often involves collecting data from multiple sources , which can enhance the robustness and validity of the findings.

On the other hand, researchers should consider the following limitations:

• Generalizability: A common criticism of case study research is that its findings might not be generalizable to other cases due to the specificity and uniqueness of each case.
• Time and resource intensive: Case study research can be time and resource intensive due to the depth of the investigation and the amount of collected data.
• Complexity of analysis: The rich, detailed data generated in case study research can make analyzing the data challenging.
• Subjectivity: Given the nature of case study research, there may be a higher degree of subjectivity in interpreting the data , so researchers need to reflect on this and transparently convey to audiences how the research was conducted.

Being aware of these strengths and limitations can help researchers design and conduct case study research effectively and interpret and report the findings appropriately.

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Case Studies

Case studies are a popular research method in business area. Case studies aim to analyze specific issues within the boundaries of a specific environment, situation or organization.

According to its design, case studies in business research can be divided into three categories: explanatory, descriptive and exploratory.

Explanatory case studies aim to answer ‘how’ or ’why’ questions with little control on behalf of researcher over occurrence of events. This type of case studies focus on phenomena within the contexts of real-life situations. Example: “An investigation into the reasons of the global financial and economic crisis of 2008 – 2010.”

Descriptive case studies aim to analyze the sequence of interpersonal events after a certain amount of time has passed. Studies in business research belonging to this category usually describe culture or sub-culture, and they attempt to discover the key phenomena. Example: “Impact of increasing levels of multiculturalism on marketing practices: A case study of McDonald’s Indonesia.”

Exploratory case studies aim to find answers to the questions of ‘what’ or ‘who’. Exploratory case study data collection method is often accompanied by additional data collection method(s) such as interviews, questionnaires, experiments etc. Example: “A study into differences of leadership practices between private and public sector organizations in Atlanta, USA.”

Advantages of case study method include data collection and analysis within the context of phenomenon, integration of qualitative and quantitative data in data analysis, and the ability to capture complexities of real-life situations so that the phenomenon can be studied in greater levels of depth. Case studies do have certain disadvantages that may include lack of rigor, challenges associated with data analysis and very little basis for generalizations of findings and conclusions.

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• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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Case Study Research Method in Psychology

Saul McLeod, PhD

Editor-in-Chief for Simply Psychology

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Case studies are in-depth investigations of a person, group, event, or community. Typically, data is gathered from various sources using several methods (e.g., observations & interviews).

The case study research method originated in clinical medicine (the case history, i.e., the patient’s personal history). In psychology, case studies are often confined to the study of a particular individual.

The information is mainly biographical and relates to events in the individual’s past (i.e., retrospective), as well as to significant events that are currently occurring in his or her everyday life.

The case study is not a research method, but researchers select methods of data collection and analysis that will generate material suitable for case studies.

Freud (1909a, 1909b) conducted very detailed investigations into the private lives of his patients in an attempt to both understand and help them overcome their illnesses.

This makes it clear that the case study is a method that should only be used by a psychologist, therapist, or psychiatrist, i.e., someone with a professional qualification.

There is an ethical issue of competence. Only someone qualified to diagnose and treat a person can conduct a formal case study relating to atypical (i.e., abnormal) behavior or atypical development.

 Famous Case Studies

• Anna O – One of the most famous case studies, documenting psychoanalyst Josef Breuer’s treatment of “Anna O” (real name Bertha Pappenheim) for hysteria in the late 1800s using early psychoanalytic theory.
• Little Hans – A child psychoanalysis case study published by Sigmund Freud in 1909 analyzing his five-year-old patient Herbert Graf’s house phobia as related to the Oedipus complex.
• Bruce/Brenda – Gender identity case of the boy (Bruce) whose botched circumcision led psychologist John Money to advise gender reassignment and raise him as a girl (Brenda) in the 1960s.
• Genie Wiley – Linguistics/psychological development case of the victim of extreme isolation abuse who was studied in 1970s California for effects of early language deprivation on acquiring speech later in life.
• Phineas Gage – One of the most famous neuropsychology case studies analyzes personality changes in railroad worker Phineas Gage after an 1848 brain injury involving a tamping iron piercing his skull.

Clinical Case Studies

• Studying the effectiveness of psychotherapy approaches with an individual patient
• Assessing and treating mental illnesses like depression, anxiety disorders, PTSD
• Neuropsychological cases investigating brain injuries or disorders

Child Psychology Case Studies

• Studying psychological development from birth through adolescence
• Cases of learning disabilities, autism spectrum disorders, ADHD
• Effects of trauma, abuse, deprivation on development

Types of Case Studies

• Explanatory case studies : Used to explore causation in order to find underlying principles. Helpful for doing qualitative analysis to explain presumed causal links.
• Exploratory case studies : Used to explore situations where an intervention being evaluated has no clear set of outcomes. It helps define questions and hypotheses for future research.
• Descriptive case studies : Describe an intervention or phenomenon and the real-life context in which it occurred. It is helpful for illustrating certain topics within an evaluation.
• Multiple-case studies : Used to explore differences between cases and replicate findings across cases. Helpful for comparing and contrasting specific cases.
• Intrinsic : Used to gain a better understanding of a particular case. Helpful for capturing the complexity of a single case.
• Collective : Used to explore a general phenomenon using multiple case studies. Helpful for jointly studying a group of cases in order to inquire into the phenomenon.

Where Do You Find Data for a Case Study?

There are several places to find data for a case study. The key is to gather data from multiple sources to get a complete picture of the case and corroborate facts or findings through triangulation of evidence. Most of this information is likely qualitative (i.e., verbal description rather than measurement), but the psychologist might also collect numerical data.

1. Primary sources

• Interviews – Interviewing key people related to the case to get their perspectives and insights. The interview is an extremely effective procedure for obtaining information about an individual, and it may be used to collect comments from the person’s friends, parents, employer, workmates, and others who have a good knowledge of the person, as well as to obtain facts from the person him or herself.
• Observations – Observing behaviors, interactions, processes, etc., related to the case as they unfold in real-time.
• Documents & Records – Reviewing private documents, diaries, public records, correspondence, meeting minutes, etc., relevant to the case.

2. Secondary sources

• News/Media – News coverage of events related to the case study.
• Academic articles – Journal articles, dissertations etc. that discuss the case.
• Government reports – Official data and records related to the case context.
• Books/films – Books, documentaries or films discussing the case.

3. Archival records

Searching historical archives, museum collections and databases to find relevant documents, visual/audio records related to the case history and context.

Public archives like newspapers, organizational records, photographic collections could all include potentially relevant pieces of information to shed light on attitudes, cultural perspectives, common practices and historical contexts related to psychology.

4. Organizational records

Organizational records offer the advantage of often having large datasets collected over time that can reveal or confirm psychological insights.

Of course, privacy and ethical concerns regarding confidential data must be navigated carefully.

However, with proper protocols, organizational records can provide invaluable context and empirical depth to qualitative case studies exploring the intersection of psychology and organizations.

• Organizational/industrial psychology research : Organizational records like employee surveys, turnover/retention data, policies, incident reports etc. may provide insight into topics like job satisfaction, workplace culture and dynamics, leadership issues, employee behaviors etc.
• Clinical psychology : Therapists/hospitals may grant access to anonymized medical records to study aspects like assessments, diagnoses, treatment plans etc. This could shed light on clinical practices.
• School psychology : Studies could utilize anonymized student records like test scores, grades, disciplinary issues, and counseling referrals to study child development, learning barriers, effectiveness of support programs, and more.

How do I Write a Case Study in Psychology?

Follow specified case study guidelines provided by a journal or your psychology tutor. General components of clinical case studies include: background, symptoms, assessments, diagnosis, treatment, and outcomes. Interpreting the information means the researcher decides what to include or leave out. A good case study should always clarify which information is the factual description and which is an inference or the researcher’s opinion.

1. Introduction

• Provide background on the case context and why it is of interest, presenting background information like demographics, relevant history, and presenting problem.
• Compare briefly to similar published cases if applicable. Clearly state the focus/importance of the case.

2. Case Presentation

• Describe the presenting problem in detail, including symptoms, duration,and impact on daily life.
• Include client demographics like age and gender, information about social relationships, and mental health history.
• Describe all physical, emotional, and/or sensory symptoms reported by the client.
• Use patient quotes to describe the initial complaint verbatim. Follow with full-sentence summaries of relevant history details gathered, including key components that led to a working diagnosis.
• Summarize clinical exam results, namely orthopedic/neurological tests, imaging, lab tests, etc. Note actual results rather than subjective conclusions. Provide images if clearly reproducible/anonymized.
• Clearly state the working diagnosis or clinical impression before transitioning to management.

3. Management and Outcome

• Indicate the total duration of care and number of treatments given over what timeframe. Use specific names/descriptions for any therapies/interventions applied.
• Present the results of the intervention,including any quantitative or qualitative data collected.
• For outcomes, utilize visual analog scales for pain, medication usage logs, etc., if possible. Include patient self-reports of improvement/worsening of symptoms. Note the reason for discharge/end of care.

4. Discussion

• Analyze the case, exploring contributing factors, limitations of the study, and connections to existing research.
• Analyze the effectiveness of the intervention,considering factors like participant adherence, limitations of the study, and potential alternative explanations for the results.
• Identify any questions raised in the case analysis and relate insights to established theories and current research if applicable. Avoid definitive claims about physiological explanations.
• Offer clinical implications, and suggest future research directions.

5. Additional Items

• Thank specific assistants for writing support only. No patient acknowledgments.
• References should directly support any key claims or quotes included.
• Use tables/figures/images only if substantially informative. Include permissions and legends/explanatory notes.
• Provides detailed (rich qualitative) information.
• Provides insight for further research.
• Permitting investigation of otherwise impractical (or unethical) situations.

Case studies allow a researcher to investigate a topic in far more detail than might be possible if they were trying to deal with a large number of research participants (nomothetic approach) with the aim of ‘averaging’.

Because of their in-depth, multi-sided approach, case studies often shed light on aspects of human thinking and behavior that would be unethical or impractical to study in other ways.

Research that only looks into the measurable aspects of human behavior is not likely to give us insights into the subjective dimension of experience, which is important to psychoanalytic and humanistic psychologists.

Case studies are often used in exploratory research. They can help us generate new ideas (that might be tested by other methods). They are an important way of illustrating theories and can help show how different aspects of a person’s life are related to each other.

The method is, therefore, important for psychologists who adopt a holistic point of view (i.e., humanistic psychologists ).

Limitations

• Lacking scientific rigor and providing little basis for generalization of results to the wider population.
• Researchers’ own subjective feelings may influence the case study (researcher bias).
• Difficult to replicate.
• Time-consuming and expensive.
• The volume of data, together with the time restrictions in place, impacted the depth of analysis that was possible within the available resources.

Because a case study deals with only one person/event/group, we can never be sure if the case study investigated is representative of the wider body of “similar” instances. This means the conclusions drawn from a particular case may not be transferable to other settings.

Because case studies are based on the analysis of qualitative (i.e., descriptive) data , a lot depends on the psychologist’s interpretation of the information she has acquired.

This means that there is a lot of scope for Anna O , and it could be that the subjective opinions of the psychologist intrude in the assessment of what the data means.

For example, Freud has been criticized for producing case studies in which the information was sometimes distorted to fit particular behavioral theories (e.g., Little Hans ).

This is also true of Money’s interpretation of the Bruce/Brenda case study (Diamond, 1997) when he ignored evidence that went against his theory.

Breuer, J., & Freud, S. (1895).  Studies on hysteria . Standard Edition 2: London.

Curtiss, S. (1981). Genie: The case of a modern wild child .

Diamond, M., & Sigmundson, K. (1997). Sex Reassignment at Birth: Long-term Review and Clinical Implications. Archives of Pediatrics & Adolescent Medicine , 151(3), 298-304

Freud, S. (1909a). Analysis of a phobia of a five year old boy. In The Pelican Freud Library (1977), Vol 8, Case Histories 1, pages 169-306

Freud, S. (1909b). Bemerkungen über einen Fall von Zwangsneurose (Der “Rattenmann”). Jb. psychoanal. psychopathol. Forsch ., I, p. 357-421; GW, VII, p. 379-463; Notes upon a case of obsessional neurosis, SE , 10: 151-318.

Harlow J. M. (1848). Passage of an iron rod through the head.  Boston Medical and Surgical Journal, 39 , 389–393.

Harlow, J. M. (1868).  Recovery from the Passage of an Iron Bar through the Head .  Publications of the Massachusetts Medical Society. 2  (3), 327-347.

Money, J., & Ehrhardt, A. A. (1972).  Man & Woman, Boy & Girl : The Differentiation and Dimorphism of Gender Identity from Conception to Maturity. Baltimore, Maryland: Johns Hopkins University Press.

Money, J., & Tucker, P. (1975). Sexual signatures: On being a man or a woman.

Further Information

• Case Study Approach
• Case Study Method
• Enhancing the Quality of Case Studies in Health Services Research
• “We do things together” A case study of “couplehood” in dementia
• Using mixed methods for evaluating an integrative approach to cancer care: a case study

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What is explanatory research?

Last updated

12 June 2023

Reviewed by

Miroslav Damyanov

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The search for knowledge and understanding never stops in the field of research. Researchers are always finding new techniques to help analyze and make sense of the world. Explanatory research is one such technique. It provides a new perspective on various areas of study.

So, what exactly is explanatory research? This article will provide an in-depth overview of everything you need to know about explanatory research and its purpose. You’ll also get to know the different types of explanatory research and how they’re conducted.

Analyze explanatory research

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• Explanatory research: definition

Explanatory research is a technique used to gain a deeper understanding of the underlying reasons for, causes of, and relationships behind a particular phenomenon that has yet to be extensively studied.

Researchers use this method to understand why and how a particular phenomenon occurs the way it does. Since there is limited information regarding the phenomenon being studied, it’s up to the researcher to develop fresh ideas and collect more data.

The results and conclusions drawn from explanatory research give researchers a deeper understanding and help predict future occurrences.

• Descriptive research vs. explanatory research

Descriptive research aims to define or summarize an event or population without explaining why it exists. It focuses on acquiring and conveying facts.

On the other hand, explanatory research aims to explain why a phenomenon occurs by working to understand the causes and correlations between variables.

Unlike descriptive research, which focuses on providing descriptions and characteristics of a given phenomenon, explanatory research goes a step further to explain different mechanisms and the reasons behind them. Explanatory research is never concerned with producing new knowledge or solving problems. Instead, it aims to explain why and how something happens.

• Exploratory research vs. explanatory research

Explanatory research explains why specific phenomena function as they do. Meanwhile, exploratory research examines and investigates an issue that is not clearly defined. Both methods are crucial for problem analysis.

Researchers use exploratory research at the outset to discover new ideas, concepts, and opportunities. Once exploratory research has identified a potential area of interest or problem, researchers employ explanatory research to delve further into the specific subject matter.

Researchers employ the explanatory research technique when they want to explain why and how something occurs in a certain way. Researchers who employ this approach usually have an outcome in mind, and carrying it out is their top priority.

• When to use explanatory research

Explanatory research may be helpful in the following situations:

When testing a theoretical model: explanatory research can help researchers develop a theory. It can provide sufficient evidence to validate or refine existing theories based on the available data.

When establishing causality: this research method can determine the cause-and-effect relationships between study variables and determine which variable influences the predicted outcome most. Explanatory research explores all the factors that lead to a certain outcome or phenomenon.

When making informed decisions: the results and conclusions drawn from explanatory research can provide a basis for informed decision-making. It can be helpful in different industries and sectors. For example, entrepreneurs in the business sector can use explanatory research to implement informed marketing strategies to increase sales and generate more revenue.

When addressing research gaps: a research gap is an unresolved problem or unanswered question due to inadequate research in that space. Researchers can use explanatory research to gather information about a certain phenomenon and fill research gaps. It also enables researchers to answer previously unanswered questions and explain different mechanisms that haven’t yet been studied.

When conducting program evaluation: researchers can also use the technique to determine the effectiveness of a particular program and identify all the factors that are likely to contribute to its success or failure.

• Types of explanatory research

Here are the different types of explanatory research:

Case study research: this method involves the in-depth analysis of a given individual, company, organization, or event. It allows researchers to study individuals or organizations that have faced the same situation. This way, they can determine what worked for them and what didn’t.

Experimental research: this involves manipulating independent variables and observing how they affect dependent variables. This method allows researchers to establish a cause-and-effect relationship between different variables.

Quasi-experimental research: this type of research is quite similar to experimental research, but it lacks complete control over variables. It’s best suited to situations where manipulating certain variables is difficult or impossible.

Correlational research: this involves identifying underlying relationships between two or more variables without manipulating them. It determines the strength and direction of the relationship between different variables.

Historical research: this method involves studying past events to gain a better understanding of their causes and effects. It’s mostly used in fields like history and sociology.

Survey research: this type of explanatory research involves collecting data using a set of structured questionnaires or interviews given to a representative sample of participants. It helps researchers gather information about individuals’ attitudes, opinions, and behaviors toward certain phenomena.

Observational research: this involves directly observing and recording people in their natural setting, like the home, the office, or a shop. By studying their actions, needs, and challenges, researchers can gain valuable insights into their behavior, preferences, and pain points. This results in explanatory conclusions.

• How to conduct explanatory research

Take the following steps when conducting explanatory research:

Develop the research question

The first step is to familiarize yourself with the topic you’re interested in and clearly articulate your specific goals. This will help you define the research question you want to answer or the problem you want to solve. Doing this will guide your research and ensure you collect the right data.

Formulate a hypothesis

The next step is to formulate a hypothesis that will address your expectations. Some researchers find that literature material has already covered their topic in the past. If this is the case with you, you can use such material as the main foundation of your hypothesis. However, if it doesn’t exist, you must formulate a hypothesis based on your own instincts or literature material on closely related topics.

Select the research type

Choose an appropriate research type based on your research questions, available resources, and timeline. Consider the level of control you need over the variables.

Next, design and develop instruments such as surveys, interview guides, or observation guidelines to gather relevant data.

Collect the data

Collecting data involves implementing the research instruments and gathering information from a representative sample of your target audience. Ensure proper data collection protocol, ethical considerations , and appropriate documentation for the data you collect.

Analyze the data

Once you have collected the data you need for your research, you’ll need to organize, code, and interpret it.

Use appropriate analytical methods, such as statistical analysis or thematic coding , to uncover patterns, relationships, and explanations that address your research goals and questions. You may have to suggest or conduct further research based on the results to elaborate on certain areas.

Communicate the results

Finally, communicate your results to relevant stakeholders , such as team members, clients, or other involved partners. Present your insights clearly and concisely through reports, slides, or visualizations. Provide actionable recommendations and avenues for future research.

• Examples of explanatory research

Here are some real-life examples of explanatory research:

Understanding what causes high crime rates in big cities

Law enforcement organizations use explanatory research to pinpoint what causes high crime rates in particular cities. They gather information about various influencing factors, such as gang involvement, drug misuse, family structures, and firearm availability.

They then use regression analysis to examine the data further to understand the factors contributing to the high crime rates.

Factors that influence students’ academic performance

Educators and stakeholders in the Department of Education use questionnaires and interviews to gather data on factors that affect academic performance. These factors include parental engagement, learning styles, motivation, teaching quality, and peer pressure.

The data is used to ascertain how these variables affect students’ academic performance.

Examining what causes economic disparity in certain areas

Researchers use correlational and experimental research approaches to gather information on variables like education levels, household income, and employment rates. They use the information to examine the causes of economic disparity in certain regions.

• Advantages of explanatory research

Here are some of the benefits you can expect from explanatory research:

Deeper understanding : the technique helps fill research gaps in previous studies by explaining the reasons, causes, and relationships behind particular behaviors or phenomena.

Competitive edge: by understanding the underlying factors that drive customer satisfaction and behavior, companies can create more engaging products and desirable services.

Predictable capabilities: it helps researchers and teams make predictions regarding certain phenomena like user behavior or future iterations of product features.

Informed decision-making: explanatory research generates insights that can help individuals make informed decisions in various sectors.

• Disadvantages of explanatory research

Explanatory research is a great approach for better understanding various phenomena, but it has some limitations.

It’s time-consuming: explanatory research can be a time-consuming process, requiring careful planning, data collection, analysis, and interpretation. The technique might extend your timeline.

It’s resource intensive: explanatory research often requires a significant allocation of resources, including financial, human, and technological. This could pose challenges for organizations with limited budgets or constraints.

You have limited control over real-world factors: this type of research often takes place in controlled environments. Researchers may find this limits their ability to capture real-world complexities and variables that influence a particular behavior or phenomenon.

Depth and breadth are difficult to balance : explanatory research mainly focuses on a narrow hypothesis, which can limit the scope of the research and prevent researchers from understanding a problem more broadly.

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Home » Explanatory Research – Types, Methods, Guide

Explanatory Research – Types, Methods, Guide

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Explanatory Research

Definition :

Explanatory research is a type of research that aims to uncover the underlying causes and relationships between different variables. It seeks to explain why a particular phenomenon occurs and how it relates to other factors.

This type of research is typically used to test hypotheses or theories and to establish cause-and-effect relationships. Explanatory research often involves collecting data through surveys , experiments , or other empirical methods, and then analyzing that data to identify patterns and correlations. The results of explanatory research can provide a better understanding of the factors that contribute to a particular phenomenon and can help inform future research or policy decisions.

Types of Explanatory Research

There are several types of explanatory research, each with its own approach and focus. Some common types include:

Experimental Research

This involves manipulating one or more variables to observe the effect on other variables. It allows researchers to establish a cause-and-effect relationship between variables and is often used in natural and social sciences.

Quasi-experimental Research

This type of research is similar to experimental research but lacks full control over the variables. It is often used in situations where it is difficult or impossible to manipulate certain variables.

Correlational Research

This type of research aims to identify relationships between variables without manipulating them. It involves measuring and analyzing the strength and direction of the relationship between variables.

Case study Research

This involves an in-depth investigation of a specific case or situation. It is often used in social sciences and allows researchers to explore complex phenomena and contexts.

Historical Research

This involves the systematic study of past events and situations to understand their causes and effects. It is often used in fields such as history and sociology.

Survey Research

This involves collecting data from a sample of individuals through structured questionnaires or interviews. It allows researchers to investigate attitudes, behaviors, and opinions.

Explanatory Research Methods

There are several methods that can be used in explanatory research, depending on the research question and the type of data being collected. Some common methods include:

Experiments

In experimental research, researchers manipulate one or more variables to observe their effect on other variables. This allows them to establish a cause-and-effect relationship between the variables.

Surveys are used to collect data from a sample of individuals through structured questionnaires or interviews. This method can be used to investigate attitudes, behaviors, and opinions.

Correlational studies

This method aims to identify relationships between variables without manipulating them. It involves measuring and analyzing the strength and direction of the relationship between variables.

Case studies

Case studies involve an in-depth investigation of a specific case or situation. This method is often used in social sciences and allows researchers to explore complex phenomena and contexts.

Secondary Data Analysis

This method involves analyzing data that has already been collected by other researchers or organizations. It can be useful when primary data collection is not feasible or when additional data is needed to support research findings.

Data Analysis Methods

Explanatory research data analysis methods are used to explore the relationships between variables and to explain how they interact with each other. Here are some common data analysis methods used in explanatory research:

Correlation Analysis

Correlation analysis is used to identify the strength and direction of the relationship between two or more variables. This method is particularly useful when exploring the relationship between quantitative variables.

Regression Analysis

Regression analysis is used to identify the relationship between a dependent variable and one or more independent variables. This method is particularly useful when exploring the relationship between a dependent variable and several predictor variables.

Path Analysis

Path analysis is a method used to examine the direct and indirect relationships between variables. It is particularly useful when exploring complex relationships between variables.

Structural Equation Modeling (SEM)

SEM is a statistical method used to test and validate theoretical models of the relationships between variables. It is particularly useful when exploring complex models with multiple variables and relationships.

Factor Analysis

Factor analysis is used to identify underlying factors that contribute to the variation in a set of variables. This method is particularly useful when exploring relationships between multiple variables.

Content Analysis

Content analysis is used to analyze qualitative data by identifying themes and patterns in text, images, or other forms of data. This method is particularly useful when exploring the meaning and context of data.

Applications of Explanatory Research

The applications of explanatory research include:

• Social sciences: Explanatory research is commonly used in social sciences to investigate the causes and effects of social phenomena, such as the relationship between poverty and crime, or the impact of social policies on individuals or communities.
• Marketing : Explanatory research can be used in marketing to understand the reasons behind consumer behavior, such as why certain products are preferred over others or why customers choose to purchase from certain brands.
• Healthcare : Explanatory research can be used in healthcare to identify the factors that contribute to disease or illness, as well as the effectiveness of different treatments and interventions.
• Education : Explanatory research can be used in education to investigate the causes of academic achievement or failure, as well as the factors that influence teaching and learning processes.
• Business : Explanatory research can be used in business to understand the factors that contribute to the success or failure of different strategies, as well as the impact of external factors, such as economic or political changes, on business operations.
• Public policy: Explanatory research can be used in public policy to evaluate the effectiveness of policies and programs, as well as to identify the factors that contribute to social problems or inequalities.

Explanatory Research Question

An explanatory research question is a type of research question that seeks to explain the relationship between two or more variables, and to identify the underlying causes of that relationship. The goal of explanatory research is to test hypotheses or theories about the relationship between variables, and to gain a deeper understanding of complex phenomena.

Examples of explanatory research questions include:

• What is the relationship between sleep quality and academic performance among college students, and what factors contribute to this relationship?
• How do environmental factors, such as temperature and humidity, affect the spread of infectious diseases?
• What are the factors that contribute to the success or failure of small businesses in a particular industry, and how do these factors interact with each other?
• How do different teaching strategies impact student engagement and learning outcomes in the classroom?
• What is the relationship between social support and mental health outcomes among individuals with chronic illnesses, and how does this relationship vary across different populations?

Examples of Explanatory Research

Here are a few Real-Time Examples of explanatory research:

• Exploring the factors influencing customer loyalty: A business might conduct explanatory research to determine which factors, such as product quality, customer service, or price, have the greatest impact on customer loyalty. This research could involve collecting data through surveys, interviews, or other means and analyzing it using methods such as correlation or regression analysis.
• Understanding the causes of crime: Law enforcement agencies might conduct explanatory research to identify the factors that contribute to crime in a particular area. This research could involve collecting data on factors such as poverty, unemployment, drug use, and social inequality and analyzing it using methods such as regression analysis or structural equation modeling.
• Investigating the effectiveness of a new medical treatment: Medical researchers might conduct explanatory research to determine whether a new medical treatment is effective and which variables, such as dosage or patient age, are associated with its effectiveness. This research could involve conducting clinical trials and analyzing data using methods such as path analysis or SEM.
• Exploring the impact of social media on mental health : Researchers might conduct explanatory research to determine whether social media use has a positive or negative impact on mental health and which variables, such as frequency of use or type of social media, are associated with mental health outcomes. This research could involve collecting data through surveys or interviews and analyzing it using methods such as factor analysis or content analysis.

When to use Explanatory Research

Here are some situations where explanatory research might be appropriate:

• When exploring a new or complex phenomenon: Explanatory research can be used to understand the mechanisms of a new or complex phenomenon and to identify the variables that are most strongly associated with it.
• When testing a theoretical model: Explanatory research can be used to test a theoretical model of the relationships between variables and to validate or modify the model based on empirical data.
• When identifying the causal relationships between variables: Explanatory research can be used to identify the causal relationships between variables and to determine which variables have the greatest impact on the outcome of interest.
• When conducting program evaluation: Explanatory research can be used to evaluate the effectiveness of a program or intervention and to identify the factors that contribute to its success or failure.
• When making informed decisions: Explanatory research can be used to provide a basis for informed decision-making in business, government, or other contexts by identifying the factors that contribute to a particular outcome.

How to Conduct Explanatory Research

Here are the steps to conduct explanatory research:

• Identify the research problem: Clearly define the research question or problem you want to investigate. This should involve identifying the variables that you want to explore, and the potential relationships between them.
• Conduct a literature review: Review existing research on the topic to gain a deeper understanding of the variables and relationships you plan to explore. This can help you develop a hypothesis or research questions to guide your study.
• Develop a research design: Decide on the research design that best suits your study. This may involve collecting data through surveys, interviews, experiments, or observations.
• Collect and analyze data: Collect data from your selected sample and analyze it using appropriate statistical methods to identify any significant relationships between variables.
• Interpret findings: Interpret the results of your analysis in light of your research question or hypothesis. Identify any patterns or relationships between variables, and discuss the implications of your findings for the wider field of study.
• Draw conclusions: Draw conclusions based on your analysis and identify any areas for further research. Make recommendations for future research or policy based on your findings.

Purpose of Explanatory Research

The purpose of explanatory research is to identify and explain the relationships between different variables, as well as to determine the causes of those relationships. This type of research is often used to test hypotheses or theories, and to explore complex phenomena that are not well understood.

Explanatory research can help to answer questions such as “why” and “how” by providing a deeper understanding of the underlying causes and mechanisms of a particular phenomenon. For example, explanatory research can be used to determine the factors that contribute to a particular health condition, or to identify the reasons why certain marketing strategies are more effective than others.

The main purpose of explanatory research is to gain a deeper understanding of a particular phenomenon, with the goal of developing more effective solutions or interventions to address the problem. By identifying the underlying causes and mechanisms of a phenomenon, explanatory research can help to inform decision-making, policy development, and best practices in a wide range of fields, including healthcare, social sciences, business, and education

Advantages of Explanatory Research

Here are some advantages of explanatory research:

• Provides a deeper understanding: Explanatory research aims to uncover the underlying causes and mechanisms of a particular phenomenon, providing a deeper understanding of complex phenomena that is not possible with other research designs.
• Test hypotheses or theories: Explanatory research can be used to test hypotheses or theories by identifying the relationships between variables and determining the causes of those relationships.
• Provides insights for decision-making: Explanatory research can provide insights that can inform decision-making in a wide range of fields, from healthcare to business.
• Can lead to the development of effective solutions: By identifying the underlying causes of a problem, explanatory research can help to develop more effective solutions or interventions to address the problem.
• Can improve the validity of research: By identifying and controlling for potential confounding variables, explanatory research can improve the validity and reliability of research findings.
• Can be used in combination with other research designs : Explanatory research can be used in combination with other research designs, such as exploratory or descriptive research, to provide a more comprehensive understanding of a phenomenon.

Limitations of Explanatory Research

Here are some limitations of explanatory research:

• Limited generalizability: Explanatory research typically involves studying a specific sample, which can limit the generalizability of findings to other populations or settings.
• Time-consuming and resource-intensive: Explanatory research can be time-consuming and resource-intensive, particularly if it involves collecting and analyzing large amounts of data.
• Limited scope: Explanatory research is typically focused on a narrow research question or hypothesis, which can limit its scope in comparison to other research designs such as exploratory or descriptive research.
• Limited control over variables: Explanatory research can be limited by the researcher’s ability to control for all possible variables that may influence the relationship between variables of interest.
• Potential for bias: Explanatory research can be subject to various types of bias, such as selection bias, measurement bias, and recall bias, which can influence the validity of research findings.
• Ethical considerations: Explanatory research may involve the use of invasive or risky procedures, which can raise ethical concerns and require careful consideration of the potential risks and benefits of the study.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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• How it works

A Quick Guide to Case Study with Examples

Published by Alvin Nicolas at August 14th, 2021 , Revised On August 29, 2023

A case study is a documented history and detailed analysis of a situation concerning organisations, industries, and markets.

A case study:

• Focuses on discovering new facts of the situation under observation.
• Includes data collection from multiple sources over time.
• Widely used in social sciences to study the underlying information, organisation, community, or event.
• It does not provide any solution to the problem .

When to Use Case Study? 

You can use a case study in your research when:

• The focus of your study is to find answers to how and why questions .
• You don’t have enough time to conduct extensive research; case studies are convenient for completing your project successfully.
• You want to analyse real-world problems in-depth, then you can use the method of the case study.

You can consider a single case to gain in-depth knowledge about the subject, or you can choose multiple cases to know about various aspects of your  research problem .

What are the Aims of the Case Study?

• The case study aims at identifying weak areas that can be improved.
• This method is often used for idiographic research (focuses on individual cases or events).
• Another aim of the case study is nomothetic research (aims to discover new theories through data analysis of multiple cases).

Types of Case Studies

There are different types of case studies that can be categorised based on the purpose of the investigation.

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How to Conduct a Case Study?

• Select the Case to Investigate
• Formulate the Research Question
• Review of Literature
• Choose the Precise Case to Use in your Study
• Select Data Collection and Analysis Techniques
• Collect the Data
• Analyse the Data
• Prepare the Report

Step1: Select the Case to Investigate

The first step is to select a case to conduct your investigation. You should remember the following points.

• Make sure that you perform the study in the available timeframe.
• There should not be too much information available about the organisation.
• You should be able to get access to the organisation.
• There should be enough information available about the subject to conduct further research.

Step2: Formulate the Research Question

It’s necessary to  formulate a research question  to proceed with your case study. Most of the research questions begin with  how, why, what, or what can . 

You can also use a research statement instead of a research question to conduct your research which can be conditional or non-conditional. 

Step 3: Review of Literature

Once you formulate your research statement or question, you need to extensively  review the documentation about the existing discoveries related to your research question or statement.

Step 4: Choose the Precise Case to Use in your Study

You need to select a specific case or multiple cases related to your research. It would help if you treated each case individually while using multiple cases. The outcomes of each case can be used as contributors to the outcomes of the entire study.  You can select the following cases. 

• Representing various geographic regions
• Cases with various size parameters
• Explaining the existing theories or assumptions
• Leading to discoveries
• Providing a base for future research.

Step 5: Select Data Collection and Analysis Techniques

You can choose both  qualitative or quantitative approaches  for  collecting the data . You can use  interviews ,  surveys , artifacts, documentation, newspapers, and photographs, etc. To avoid biased observation, you can triangulate  your research to provide different views of your case. Even if you are focusing on a single case, you need to observe various case angles. It would help if you constructed validity, internal and external validity, as well as reliability.

Example: Identifying the impacts of contaminated water on people’s health and the factors responsible for it. You need to gather the data using qualitative and quantitative approaches to understand the case in such cases.

Construct validity:  You should select the most suitable measurement tool for your research. 

Internal validity:   You should use various methodological tools to  triangulate  the data. Try different methods to study the same hypothesis.

External validity:  You need to effectively apply the data beyond the case’s circumstances to more general issues.

Reliability:   You need to be confident enough to formulate the new direction for future studies based on your findings.

Also Read:  Reliability and Validity

Step 6: Collect the Data

Beware of the following when collecting data:

• Information should be gathered systematically, and the collected evidence from various sources should contribute to your research objectives.
• Don’t collect your data randomly.
• Recheck your research questions to avoid mistakes.
• You should save the collected data in any popular format for clear understanding.
• While making any changes to collecting information, make sure to record the changes in a document.
• You should maintain a case diary and note your opinions and thoughts evolved throughout the study.

Step 7: Analyse the Data

The research data identifies the relationship between the objects of study and the research questions or statements. You need to reconfirm the collected information and tabulate it correctly for better understanding. 

Step 8: Prepare the Report

It’s essential to prepare a report for your case study. You can write your case study in the form of a scientific paper or thesis discussing its detail with supporting evidence. 

A case study can be represented by incorporating  quotations,  stories, anecdotes,  interview transcripts , etc., with empirical data in the result section. 

You can also write it in narrative styles using  textual analysis  or   discourse analysis . Your report should also include evidence from published literature, and you can put it in the discussion section.

Advantages and Disadvantages of Case Study

Frequently Asked Questions

What is the case study.

A case study is a research method where a specific instance, event, or situation is deeply examined to gain insights into real-world complexities. It involves detailed analysis of context, data, and variables to understand patterns, causes, and effects, often used in various disciplines for in-depth exploration.

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What are the different research strategies you can use in your dissertation? Here are some guidelines to help you choose a research strategy that would make your research more credible.

Textual analysis is the method of analysing and understanding the text. We need to look carefully at the text to identify the writer’s context and message.

Quantitative research is associated with measurable numerical data. Qualitative research is where a researcher collects evidence to seek answers to a question.

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Blog Beginner Guides 6 Types of Case Studies to Inspire Your Research and Analysis

6 Types of Case Studies to Inspire Your Research and Analysis

Written by: Ronita Mohan Sep 20, 2021

Case studies have become powerful business tools. But what is a case study? What are the benefits of creating one? Are there limitations to the format?

If you’ve asked yourself these questions, our helpful guide will clear things up. Learn how to use a case study for business. Find out how cases analysis works in psychology and research.

We’ve also got examples of case studies to inspire you.

Haven’t made a case study before? You can easily  create a case study  with Venngage’s customizable case study templates .

Click to jump ahead:

What is a case study?

6 types of case studies, what is a business case study, what is a case study in research, what is a case study in psychology, what is the case study method, benefits of case studies, limitations of case studies, faqs about case studies.

A case study is a research process aimed at learning about a subject, an event or an organization. Case studies are use in business, the social sciences and healthcare.

A case study may focus on one observation or many. It can also examine a series of events or a single case. An effective case study tells a story and provides a conclusion.

Healthcare industries write reports on patients and diagnoses. Marketing case study examples , like the one below, highlight the benefits of a business product.

Now that you know what a case study is, let’s look at the six different types of case studies next.

There are six common types of case reports. Depending on your industry, you might use one of these types.

Descriptive case studies

Explanatory case studies, exploratory case reports, intrinsic case studies, instrumental case studies, collective case reports.

We go into more detail about each type of study in the guide below.

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

When you have an existing hypothesis, you can design a descriptive study. This type of report starts with a description. The aim is to find connections between the subject being studied and a theory.

Once these connections are found, the study can conclude. The results of this type of study will usually suggest how to develop a theory further.

A study like the one below has concrete results. A descriptive report would use the quantitative data as a suggestion for researching the subject deeply.

When an incident occurs in a field, an explanation is required. An explanatory report investigates the cause of the event. It will include explanations for that cause.

The study will also share details about the impact of the event. In most cases, this report will use evidence to predict future occurrences. The results of explanatory reports are definitive.

Note that there is no room for interpretation here. The results are absolute.

The study below is a good example. It explains how one brand used the services of another. It concludes by showing definitive proof that the collaboration was successful.

Another example of this study would be in the automotive industry. If a vehicle fails a test, an explanatory study will examine why. The results could show that the failure was because of a particular part.

Related: How to Write a Case Study [+ Design Tips]

An explanatory report is a self-contained document. An exploratory one is only the beginning of an investigation.

Exploratory cases act as the starting point of studies. This is usually conducted as a precursor to large-scale investigations. The research is used to suggest why further investigations are needed.

An exploratory study can also be used to suggest methods for further examination.

For example, the below analysis could have found inconclusive results. In that situation, it would be the basis for an in-depth study.

Intrinsic studies are more common in the field of psychology. These reports can also be conducted in healthcare or social work.

These types of studies focus on a unique subject, such as a patient. They can sometimes study groups close to the researcher.

The aim of such studies is to understand the subject better. This requires learning their history. The researcher will also examine how they interact with their environment.

For instance, if the case study below was about a unique brand, it could be an intrinsic study.

Once the study is complete, the researcher will have developed a better understanding of a phenomenon. This phenomenon will likely not have been studied or theorized about before.

Examples of intrinsic case analysis can be found across psychology. For example, Jean Piaget’s theories on cognitive development. He established the theory from intrinsic studies into his own children.

Related: What Disney Villains Can Tell Us About Color Psychology [Infographic]

This is another type of study seen in medical and psychology fields. Instrumental reports are created to examine more than just the primary subject.

When research is conducted for an instrumental study, it is to provide the basis for a larger phenomenon. The subject matter is usually the best example of the phenomenon. This is why it is being studied.

Take the example of the fictional brand below.

Assume it’s examining lead generation strategies. It may want to show that visual marketing is the definitive lead generation tool. The brand can conduct an instrumental case study to examine this phenomenon.

Collective studies are based on instrumental case reports. These types of studies examine multiple reports.

There are a number of reasons why collective reports are created:

• To provide evidence for starting a new study
• To find pattens between multiple instrumental reports
• To find differences in similar types of cases
• Gain a deeper understanding of a complex phenomenon
• Understand a phenomenon from diverse contexts

A researcher could use multiple reports, like the one below, to build a collective case report.

Related: 10+ Case Study Infographic Templates That Convert

A business or marketing case study aims at showcasing a successful partnership. This can be between a brand and a client. Or the case study can examine a brand’s project.

There is a perception that case studies are used to advertise a brand. But effective reports, like the one below, can show clients how a brand can support them.

Hubspot created a case study on a customer that successfully scaled its business. The report outlines the various Hubspot tools used to achieve these results.

Hubspot also added a video with testimonials from the client company’s employees.

So, what is the purpose of a case study for businesses? There is a lot of competition in the corporate world. Companies are run by people. They can be on the fence about which brand to work with.

Business reports  stand out aesthetically, as well. They use  brand colors  and brand fonts . Usually, a combination of the client’s and the brand’s.

With the Venngage  My Brand Kit  feature, businesses can automatically apply their brand to designs.

A business case study, like the one below, acts as social proof. This helps customers decide between your brand and your competitors.

Don’t know how to design a report? You can learn  how to write a case study  with Venngage’s guide. We also share design tips and examples that will help you convert.

Related: 55+ Annual Report Design Templates, Inspirational Examples & Tips [Updated]

Research is a necessary part of every case study. But specific research fields are required to create studies. These fields include user research, healthcare, education, or social work.

For example, this UX Design  report examined the public perception of a client. The brand researched and implemented new visuals to improve it. The study breaks down this research through lessons learned.

Clinical reports are a necessity in the medical field. These documents are used to share knowledge with other professionals. They also help examine new or unusual diseases or symptoms.

The pandemic has led to a significant increase in research. For example,  Spectrum Health  studied the value of health systems in the pandemic. They created the study by examining community outreach.

The pandemic has significantly impacted the field of education. This has led to numerous examinations on remote studying. There have also been studies on how students react to decreased peer communication.

Social work case reports often have a community focus. They can also examine public health responses. In certain regions, social workers study disaster responses.

You now know what case studies in various fields are. In the next step of our guide, we explain the case study method.

In the field of psychology, case studies focus on a particular subject. Psychology case histories also examine human behaviors.

Case reports search for commonalities between humans. They are also used to prescribe further research. Or these studies can elaborate on a solution for a behavioral ailment.

The American Psychology Association  has a number of case studies on real-life clients. Note how the reports are more text-heavy than a business case study.

Famous psychologists such as Sigmund Freud and Anna O popularised the use of case studies in the field. They did so by regularly interviewing subjects. Their detailed observations build the field of psychology.

It is important to note that psychological studies must be conducted by professionals. Psychologists, psychiatrists and therapists should be the researchers in these cases.

Related: What Netflix’s Top 50 Shows Can Teach Us About Font Psychology [Infographic]

The case study method, or case method, is a learning technique where you’re presented with a real-world business challenge and asked how you’d solve it.

After working through it independently and with peers, you learn how the actual scenario unfolded. This approach helps develop problem-solving skills and practical knowledge.

This method often uses various data sources like interviews, observations, and documents to provide comprehensive insights. The below example would have been created after numerous interviews.

Case studies are largely qualitative. They analyze and describe phenomena. While some data is included, a case analysis is not quantitative.

There are a few steps in the case method. You have to start by identifying the subject of your study. Then determine what kind of research is required.

In natural sciences, case studies can take years to complete. Business reports, like this one, don’t take that long. A few weeks of interviews should be enough.

The case method will vary depending on the industry. Reports will also look different once produced.

As you will have seen, business reports are more colorful. The design is also more accessible . Healthcare and psychology reports are more text-heavy.

Designing case reports takes time and energy. So, is it worth taking the time to write them? Here are the benefits of creating case studies.

• Collects large amounts of information
• Helps formulate hypotheses
• Builds the case for further research
• Discovers new insights into a subject
• Builds brand trust and loyalty
• Engages customers through stories

For example, the business study below creates a story around a brand partnership. It makes for engaging reading. The study also shows evidence backing up the information.

We’ve shared the benefits of why studies are needed. We will also look at the limitations of creating them.

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

There are a few disadvantages to conducting a case analysis. The limitations will vary according to the industry.

• Responses from interviews are subjective
• Subjects may tailor responses to the researcher
• Studies can’t always be replicated
• In certain industries, analyses can take time and be expensive
• Risk of generalizing the results among a larger population

These are some of the common weaknesses of creating case reports. If you’re on the fence, look at the competition in your industry.

Other brands or professionals are building reports, like this example. In that case, you may want to do the same.

What makes a case study a case study?

A case study has a very particular research methodology. They are an in-depth study of a person or a group of individuals. They can also study a community or an organization. Case reports examine real-world phenomena within a set context.

How long should a case study be?

The length of studies depends on the industry. It also depends on the story you’re telling. Most case studies should be at least 500-1500 words long. But you can increase the length if you have more details to share.

What should you ask in a case study?

The one thing you shouldn’t ask is ‘yes’ or ‘no’ questions. Case studies are qualitative. These questions won’t give you the information you need.

Ask your client about the problems they faced. Ask them about solutions they found. Or what they think is the ideal solution. Leave room to ask them follow-up questions. This will help build out the study.

How to present a case study?

When you’re ready to present a case study, begin by providing a summary of the problem or challenge you were addressing. Follow this with an outline of the solution you implemented, and support this with the results you achieved, backed by relevant data. Incorporate visual aids like slides, graphs, and images to make your case study presentation more engaging and impactful.

Now you know what a case study means, you can begin creating one. These reports are a great tool for analyzing brands. They are also useful in a variety of other fields.

Use a visual communication platform like Venngage to design case studies. With Venngage’s templates, you can design easily. Create branded, engaging reports, all without design experience.

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What Is a Case Study?

March 11, 2024 |, contributors.

Case studies give marketers a deep dive into a specific problem, process, or achievement within a company. They offer detailed insights into real-life business challenges and triumphs. Case studies provide a narrative that's informative and engaging, allowing readers to glean practical knowledge from real-world scenarios.

Case studies stand out for their ability to present complex data in a digestible format. They turn abstract numbers and statistics into relatable stories, making them an invaluable resource in the arsenal of any marketer. By showcasing specific examples of strategies that worked (or didn’t), case studies provide a unique learning opportunity that can be applied to similar situations in different organizations.

Benefits and Limitations of Case Studies

The power of detailed insight.

One of the most significant benefits of case studies is their capacity to provide detailed insights. Unlike broader market research, case studies delve into the specifics of a single situation, offering an in-depth understanding of the dynamics at play. This level of detail can be incredibly useful for businesses looking to understand the nuances of a particular strategy or problem. It allows for a more nuanced approach to problem-solving, as the specificity of a case study often highlights unique variables and outcomes that broader analyses may overlook.

Real-World Application

Case studies are grounded in real-world scenarios, making their lessons and findings directly applicable to similar situations in other organizations. By examining how a particular strategy or decision played out in a real context, businesses can better anticipate potential outcomes in their own situations.

Limitations: Generalizability and Bias

However, the very strength of case studies – their detailed focus on a single instance – is also their limitation. The findings of a case study might not apply to all situations. Since case studies often focus on unique cases, there’s a risk of drawing conclusions that don’t apply broadly.

Another limitation is the potential for bias. Since case studies are often retrospective and rely on the interpretation of events, there’s a risk of subjective bias in both the collection and interpretation of data. This can skew the insights and lessons derived from the study.

Despite these limitations, case studies are a powerful tool in the marketer’s toolkit, offering a unique blend of storytelling and empirical investigation.

Types of Case Studies

Explanatory case studies.

Explanatory case studies are often used in fields like social sciences to explain how or why certain events occurred. In a business context, explanatory case studies can be instrumental in unraveling the intricacies of business processes or market dynamics. They typically involve a detailed analysis of a situation or series of events to understand the underlying causes and effects. An explanatory case study's strength is its ability to provide clear, logical insights into complex scenarios.

Exploratory Case Studies

Exploratory case studies are typically conducted before a more in-depth investigation. Their primary purpose is to identify the key variables and potential relationships in a situation, setting the stage for more detailed analysis later. In marketing, exploratory case studies can help identify the factors contributing to a product's success or failure in the market. They are particularly useful in the early stages of research, where the goal is to gather as much information as possible to formulate more precise questions for further study.

Collective Case Studies

Collective case studies involve studying a group of cases simultaneously or sequentially. This approach is beneficial when the objective is to understand a phenomenon, population, or general condition more comprehensively. By examining multiple cases, marketers and business leaders can compare and contrast different scenarios, leading to a more robust and well-rounded understanding of the subject. Collective case studies are particularly useful for observing variations across different contexts, offering insights that might be overlooked when focusing on a single case.

Each type of case study serves a unique purpose and offers different insights, making them versatile tools for understanding complex business scenarios.

Writing and Analysis Tips

Structuring and formatting a case study.

When crafting a case study, be mindful of structure and format. A well-structured case study ensures clarity and enhances the reader's engagement and comprehension. Typically, a case study should begin with an introduction that sets the context and outlines the problem or situation being addressed. This is followed by a detailed presentation of the facts, including background information and a description of the events or processes involved.

The next section should involve an analysis of the case. This is where the data is interpreted and insights are drawn. It's crucial to link the theoretical framework to the practical aspects of the case, demonstrating how specific concepts apply to real-world scenarios. Finally, conclude with a section that synthesizes the findings, offering conclusions and if applicable, recommendations. This closing part should summarize the key insights and highlight the implications for practice and further research.

Developing Theories and Analyzing Results

Developing theories in case studies involves identifying patterns and relationships within the data. The goal is to move beyond the description to interpret the significance of what has been observed. This process requires critical thinking and the ability to link empirical evidence to broader concepts and theories.

Analyzing results in a case study involves scrutinizing the data to understand the 'why' and 'how' of the case. It's about digging deeper into the findings to unearth underlying principles or truths. This analysis should be rigorous and creative, combining empirical evidence with insightful interpretation.

Ensuring Validity and Reliability

To ensure the validity and reliability of a case study, use robust and transparent methods in data collection and analysis. Validity refers to the accuracy and truthfulness of the findings, while reliability pertains to the consistency of the results over time. Triangulation of data sources, where information is corroborated from multiple sources or methods, can enhance validity and reliability.

Furthermore, being transparent about the limitations of the case study, such as potential biases or constraints, helps maintain the integrity of the research. Providing a clear and detailed description of the methodology also allows others to assess the credibility of the findings.

These tips, when applied, can enhance the quality and impact of a case study, making it a powerful tool in business and marketing research.

Case Study Examples

Here are a few links to case studies done by 97th Floor:

SOLD.com : An agent-centric approach fuels SOLD.com's 322% ROI increase amidst housing market Challenges

Gigamon : The holistic SEO approach that won Gigamon their #1 keyword

Tuft & Needle : Connecting with Sleep-Deprived Parents to Increase Tuft and Needle’s Revenue by 57% YoY

These case studies provide tangible examples of how different strategies and innovations can be effectively applied in real-world business scenarios.

Case studies provide a unique blend of narrative storytelling and empirical investigation, making abstract concepts and strategies relatable and understandable. Whether explanatory, exploratory, or collective, each type of case study offers a different lens through which to view and solve business problems.

The insights from well-crafted case studies illuminate past successes and failures and pave the way for future innovations and strategies. By providing detailed analysis and real-world applications, case studies serve as a crucial tool for marketers and business leaders aiming to navigate the ever-evolving landscape of business challenges.

Ultimately, the value of a case study lies in its ability to inspire, inform, and guide. It's a resource that combines theoretical knowledge with practical experience, offering a comprehensive understanding. For any business looking to grow, adapt, and excel, leveraging the power of case studies is not just beneficial—it's essential.

A good case study is well-structured, detailed, and provides clear insights. It should present a real-world problem, outline the steps taken to address it and detail the results. Clarity, relevance, and the ability to engage the reader are key elements.

The length of a case study can vary depending on the complexity of the subject. Generally, it should be long enough to cover all relevant aspects of the case but concise enough to maintain the reader's interest. Typically, anywhere from 500 to 1500 words is standard.

While case studies provide valuable insights, they should not replace traditional market research. They are best used in conjunction with other forms of research to provide a comprehensive understanding of a market or problem.

Ensuring objectivity involves using a systematic approach in gathering and analyzing data, avoiding bias in selecting cases, and being transparent about the limitations of the study.

Yes, case studies are versatile and can be beneficial for businesses of all types and sizes. They are particularly useful for understanding specific situations in depth and can provide valuable insights regardless of the industry.

Small businesses can use case studies to learn from the experiences of others, understand market dynamics, and formulate strategies based on proven methods. They can also create their own case studies to showcase their successes and attract customers or investors.

In digital marketing, case studies can be used as powerful content pieces to demonstrate expertise, build trust, and provide value to the audience. They can be shared across various digital platforms, including social media, blogs, and email newsletters.

The frequency depends on the business's goals and resources. Regularly publishing case studies can keep the content fresh and relevant, but it's more important to focus on quality and relevance than frequency.

Absolutely. Case studies are excellent tools for employee training, as they provide real-life examples and scenarios for employees to learn from and discuss.

The effectiveness can be measured by its impact, such as increased website traffic, engagement rates, lead generation, and feedback from readers. Analyzing these metrics can provide insights into how well the case study resonates with the target audience.

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Law School Case Briefs: Your Ultimate Guide

Last Updated: Aug 28, 2024

In U.S. law school, you’ll learn primarily by reviewing and discussing legal cases and opinions

Reviewing and analyzing a compilation of actual past legal cases and judicial opinions, or case law, is the primary manner of studying and learning law in U.S. law schools. This method of studying actual judicial opinions to learn legal rules and develop the ability to think like a lawyer is called the Case Method.

The actual compilation of past legal cases and opinions that you will use for a law school class is called a casebook. For many courses in law school, your casebook will be your only textbook. Case Briefs are simply a set of notes comprised of important points on each assigned case that you’ll use for class discussions.

The case brief is the end result of reading a case, re-reading it, taking it apart, and putting it back together again. In addition to being a useful tool for self-instruction and referencing, the case brief also provides a valuable “cheat sheet” for class participation. With a few techniques in hand, you will be able to master the art of briefing cases to be well on your way to owning class discussions.

You’ll also pull some information from your case briefs into outlines you’ll use to ultimately prepare for mid-terms and finals.

Useful beyond law school class prep

Learning to create a good case brief is extremely helpful well beyond participating in class. When you begin outlining and prepping for finals, you’ll find it easier and faster to reference your more concise case briefs vs. re-reading cases for a refresher.

In the future, when a client’s case requires legal research, you’ll be able to quickly examine dozens of cases to locate and document what you need in an organized and efficient manner. Case briefing is a skill worth honing.

Techniques for briefing a case

There are many ways to brief a case. You should find the format that is most useful for your class and exam preparation. Often, a case is misread because the student fails to break it down into its essential elements. Here are the main elements that are helpful to include:

Briefly state the name of the case and its parties, what happened factually and procedurally leading to the controversy, and the judgment. This information is necessary because legal principles are defined by the situations in which they arise, and a fact is legally relevant if it had an impact on the case’s outcome.

For example, in a personal injury action arising from a car accident, the color of the parties’ cars seldom would be relevant to the case’s outcome. Similarly, if the plaintiff and defendant presented different versions of the facts, you should describe those differences that are relevant to the court’s consideration of the case.

Trial court

State the trial court’s judgment or decision in the case. Did the court decide in favor of the plaintiff or the defendant? What remedy, if any, did the court grant?

State the issue or issues raised on appeal. This is where you will describe the opinion you are briefing. In this section of the brief, state the factual and legal questions that the court had to decide. To analyze a case properly, you want to break it down to its component parts. Be sure to stick to the relevant issue or issues, because these are the ones for which the court made a final decision and which are binding.

In a sentence or two, state the legal principle or the applied rule of law on which the court relied to reach its answer (the holding).

Describe why the court arrived at its holding. This section of the case brief may be the most important, because you must understand the court’s reasoning to be able to analyze it and apply it to other situations — such as those you will see on the bar exam and in real life scenarios when you are a practicing attorney.

Objective theory

Concurring and dissenting opinions can present an interesting alternative analysis or theory of the case. Therefore, you should describe the analysis in your case briefs. It will help you see the case in a different light.

The do's of case briefing

Use a roadmap for reading assignments

Before you start reading assigned cases, look at the chapter headings and the table of contents in the casebook. These will tell you the topic to which the assigned cases relate, and where this topic fits in the overall course.

Keep a good law dictionary close

Legal terminology is a technical language with technical meanings. When a word is used that you don’t understand, or when a word is used in some unusual sense, stop and look it up. Try to use that word in your case briefs so you’ll better recall the context and its meaning later.

Create your own briefing system

Briefing cases is core to learning to “think like a lawyer”. Once mastered, you’ll be able to efficiently distill facts and reasoning of a case. Try a format of breaking down the essential elements: Facts, Trial Court, Issue, Rule, Rationale and Objective Theory.

Keep your briefs brief

Your case briefs are there to help you quickly recall the case in sufficient detail during class discussion and to integrate into your class notes and outlines later. Regurgitating the entire case is not helpful. Avoid copying citations. Simply try to capture the gist of the facts and the court’s reasoning in just a few words.

Come to class prepared

You will be expected to come to class prepared to discuss assigned cases. That means learning how to read and brief those cases as efficiently as possible. You may not brief every case in every class throughout law school. Definitely brief cases until you’re good at it, which for most students means throughout 1L year.

Build case briefing time into your study routine

Time is a hot commodity in law school, and efficiency is key. Establishing a study routine that incorporates time to write case briefs will ensure that you prepare well for class and exams, from the very beginning. Briefing your cases throughout the year will ensure you are not only working hard but also smarter.

The don'ts of case briefing

Skip out on reading the actual case

Some law students attempt to save time by reading only a third-party case brief or another student’s hand-me-down outlines. While these can be helpful supplements, reading and analyzing the case is key to truly understanding and applying the information you are learning to other situations. This is what it means to think like a lawyer. Your professor also knows this is occurring and will change the question to things he or she knows are not in the case briefs.

Rely solely on book briefing

Book briefing, or simply highlighting information in different colors in your casebook, will not hardwire the material into your mind. Case briefs will. When you are just starting out, it will be difficult to understand and remember what you previously read without taking notes in some organized fashion — the final step of writing out a brief.

Copy holdings verbatim from the case

It’s important to state the holding (judgement in a case) in your own words as you brief. By doing so, you are more apt to fully understand the legal principles better and memorize them more easily.

Worry if your case briefs aren’t perfect

Most professors will promote the value of briefing but will never actually ask to see that you have, in fact, briefed. Remember, you are the person that the brief will serve, and briefing is a skill you will develop as you become more comfortable reading cases.

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