Case study

Skill alectivism/organization-ai-skills/org-content/skills/case-study

Claude Code / claude.ai Agent Skills for organizational knowledge work — marketing, comms, research, ops. Install: npx skills add alectivism/organization-ai-skills

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npx -y skills add alectivism/organization-ai-skills --skill case-study

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Write case studies from program results, client/member experiences, or initiative outcomes. Use for "write a case study", "document this result", "success story about", or "case study from this experiment".

SKILL.md

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Template skill. Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you.

Case Study Generator — [YOUR ORGANIZATION]

Case Study Structure

Standard Format

Title: [Client/Company] + [Key Result] + [Program or Context] Example: "Acme Co Achieves 3x ROI Through [YOUR PROGRAM]"

The Challenge

2-3 sentences on what the organization was trying to solve
Industry context — why is this a common challenge?
What had they tried before?

The Approach

Which [YOUR ORGANIZATION] program, tool, or framework was used
Methodology (brief, accessible — avoid jargon)
Timeline and scope
Partner involvement (if any)

The Results

Lead with the headline number — bold and prominent
Supporting metrics in bullets
Comparison to industry benchmarks or prior baseline (if available)
Statistical confidence or sample details (if relevant)

Key Takeaways

2-3 actionable insights others can apply
What made this work (conditions for success)
What surprised the team

About [Client/Company]

1-2 sentence company description

About [YOUR ORGANIZATION]'s [Program Name]

1-2 sentence program description
How to participate or learn more
Contact or CTA

Quick-Hit Format (for newsletters, social, sales)

Length: 150-200 words Structure:

Challenge (1 sentence)
Solution (1 sentence)
Result (1 sentence with headline number)
CTA (1 sentence)

Data Sources for Case Studies

[YOUR PROGRAM/LAB] experiment or pilot results
[CLIENT/MEMBER] testimonials from events or surveys
[INITIATIVE] outcomes and assessments
Certification or training program metrics
[Add your organization's relevant data sources]

Key Results to Reference

Populate this table with your organization's documented results:

Program	Organization	Result
[YOUR PROGRAM 1]	[Organization name]	[Key metric — e.g., X% lift]
[YOUR PROGRAM 2]	[Organization name]	[Key metric]
[YOUR PROGRAM 3 / Cross-study]	[Aggregate]	[Cross-study finding]

Guidelines

Get approval before using a client/member's name in a case study
Verify all numbers against source data
Don't fabricate quotes — use real ones or omit
Frame results honestly — include context (sample size, conditions, timeline)
Make it useful, not just promotional — readers should learn something

Process

Identify the subject (which organization, program, result)
Gather data from internal sources ([YOUR DOCUMENT STORAGE], program reports, meeting notes)
Draft in the appropriate format
Flag any numbers that need verification
Note if client/member approval is needed before publication
Present for review