CASE STUDY
A good case study
tells a compelling story
Here's a general outline to follow:
SECTION 1 ——
Show the wow
– Show intro & final product shots
– Video or interactive content is a plus
– Show some real-world context
– Wow the viewer
SECTION 2 ——
Give context
– Product Name
– Your role & team
– Company mission & logo
– Feature(s) you worked on
SECTION 3 ——
Show the goals
and/or risk
– Business goals
– Risks that you mitigated
– Team goals (if any)
– Your goal (if any)
SECTION 4 ——
Show your process
– Chapters of the story you're telling
– Make it visual to increase visual scanning
– Bullet list sub steps underneath each step
SECTION 5 ——
What is the problem(s)
that you're solving for
and why?
– Show your problem statement from the pov of your user(s)
– Talk about the problem from the business pov (if any)
SECTION 6 ——
Introduce your target audience
– High level (market level) introduction
– Keep is short, basic user profile information (about them & their goal)
– You can show a quote of you'd like that summarizes their goal
SECTION 7 ——
Introduce research
– Learning goals
– Assumptions
– Why you're doing research
SECTION 8 ——
Research artifacts
– Example of important questions you have
– Interview guides/scripts
SECTION 9 ——
Conducting research
– Show how many people you interviewed
– Pictures/videos of your users (with their permission)
– Pictures of you interviewing users
– Show quotes that help validate your problem or assumptions
– Highlight any real world context that is important based on the problem you're solving
SECTION 10 ——
Survey findings and/or
competitive analysis
– Show your survey findings
– If you did any competitive analysis or SWAT, you can show here
SECTION 11 ——
Research synthesis
and findings
– Show pictures of your synthesis board
– Show your findings & patterns
– Show what you found that is important based on what you set out to learn (learning goals)
– Show the assumptions you validated or invalidated
– Show what all this information means
SECTION 12 ——
Persona(s)
– Show your perona(s)
– Show with a talk bubble that highlights their problem
– About them, behaviors activities, needs/goals
SECTION 13 ——
Problem statement and
solution statement
– Good to just highlight again the problem your solving
– If you can summarize your solution, show it here
SECTION 14 ——
Sketches, concepts,
and testing
– Show any sketches you may have
– Solution assumption experiments
– Paper prototyping
– If you made concepts to test show them here
– Show which & what part of the concepts performed well during testing
– If you conducted any team sketching exercises, can show here
SECTION 15 ——
User journey maps
and any modeling
– Show any service design here
– Show customer journey maps or service blue prints
– Show any site mapping if needed
SECTION 16 ——
Low fidelity designs
and features your designing
– Show workflows based on scenarios
– Link to the prototype
– Show pictures of your design board
– Show what you want to learn from testing based on each screen
– Highlight & speak to assumptions you're making within the designs
SECTION 17 ——
Introduce usability testing
– Show how many people you testing with
– Pictures/videos of you testing the product with users (with their permission)
– Show pictures of real-world context
– Show some quotes of confusion
– Show some quotes of validation
– If you tested multiple iterations, speak to the iterations but don't show any yet
SECTION 18 ——
Testing synthesis
and analysis
– Show pictures of your testing board
– Show what you validated or invalidated based on the workflows and/or screens
– Show quotes that help inform why something was invalidated or validated
– Show any important findings or learnings
– Show the iterations you made (before & after)
SECTION 19 ——
Show the final designs
– Show workflows based on each feature or scenario
– Include a link to the final prototype
– Included labels underneath each screen/section
– Help bridge context for the viewer
– Highlight value
SECTION 20 ——
Launch outcomes
– Speak to your launch, team and dates
– What did you learn
– What metrics were you tracking
– How did the launch & iteration impact the business goals
– Where there any surprises or pivots
– If you have more iteration and testing you can show here
SECTION 21 ——
Show the design system
and style guide
– Show UI components
– Include color palettes
– Anything brand related
– Show icons, illustrations, animations etc
– Show your type system
– Show your spacing system
– Show pictures of your design system board
SECTION 22 ——
Reflection
– Speak do any things you would have done differently (in hindsight)
– Speak to anything you think you could have done better
– Speak to anything you wanted to do, but didn't because (fill in the blank)
SECTION 23 ——
Thank you
– Thank you viewer
– Include other case study links that the view can jump to
Some more examples: