How to Write a Case Study to Support Your Business Proposals

When bidding or tendering for a project, a case study should be used only to support the business proposal therefore it should be kept relevant and under 1,000 words. Its purpose is to provide an illustrative overview of the approach, evaluation and resolution of a similar situation.

A good example will include an innovative solution used to enhance delivery of products or services and will have some relevance to the current proposal. Include images, charts and data tables if appropriate. If cost savings can be proved as a result, this can be greatly influential.

It is important to aim for clarity, without making assumptions about the recipient’s knowledge level, and remove any jargon, which can confuse and annoy rather than impress! The case study, as well as the whole proposal, should be understood by an intelligent person who may not have specialist industry knowledge, as it may be passed between senior management in various sectors.

The case study should illustrate barriers and how they were overcome and, perhaps, how or why an initiative may have failed to deliver, which can often be as important as perceived successes. The summary can relate the adjustments that were encompassed in the light of lessons learned.

A case study is a useful but small part of any tender for business. If you need more help with bids, tenders or proposals, there are a number of professional companies with experienced staff who can manage the proposal for you or, if you prefer a higher return on your investment, there are training companies who will train and support your staff in the creation and management of successful tenders.

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