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Essentials of Developing Case Studies

Engage participants with learner-centered case studies.

Learn a step-by-step approach to designing and developing custom case studies for learning programs. Take this opportunity to draft a case study and share it to gain feedback.

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Credits: CEU 0.45 MORE
Level: Foundational
Role(s): Instructional Designer More
Language(s): English


Course Info

In today’s business world, your learners need to be able to gain knowledge at a faster pace. This streamlined procedure makes that happen. This course will provide a step-by-step approach to guide you in designing and developing custom case studies for your learning programs.

... Read More

In today’s business world, your learners need to be able to gain knowledge at a faster pace. This streamlined procedure makes that happen. This course will provide a step-by-step approach to guide you in designing and developing custom case studies for your learning programs.

You will also learn how to modify a traditional, 15- to 20-page case study scenario into a simple, one- to three-page text that incorporates all essential elements. Additionally, you will write a case study example and share it in the final session to gain feedback. Read Less

What You Will Learn
  • Define the term “case study.”
  • Identify the benefits for using a case study method versus other methods, such as stories or role plays.
  • Identify when a case study is a good fit for the learning content.
  • Create a case study by following a step-by-step approach to design and development.
  • Write a simplified case study format (1-2 pages).
  • Apply a job aid to help determine when and where to use the case study method in your learning programs.
  • Apply a job aid that provides a step-by-step approach for designing and developing case studies.
  • Apply a template for a simplified case study format.
Essential Topics INSIGHT

Essential Topics. Essential Learning. Essentials Series.

I recently sat down with ATD’s Jason Sturges to learn more about the more than 50 Essentials Series online workshops that ATD Education now offers. Jason manages content curation and development for...

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The Essentials Series

ATD’s Essentials Series Annual Pass offers a flexible and affordable way to increase your performance via interactive, online learning taught by the industry’s leading subject matter experts.

Topic 1 - What Is a Case Study? Fundamentals of the Method
In this session, you’ll learn the fundamentals of the case study method, including the following topics:
  • the definition of a case study
  • benefits of the case study method
  • when to use a case study versus another learning method.
Topic 2 - A Step-by-Step Approach to Building Case Studies
In this session, you’ll learn to use a step-by-step approach to building effective case studies for your learning programs, including the following topics: 
  • five steps to building effective case studies 
  • create case study objectives
  • design case study content
  • plan/organize the case study
  • develop the case study materials
  • test/revise the case study materials.
Topic 3 - Creating a Case Study to Implement in a Learning Program
During this session, the facilitator will share examples of case studies and how they relate to content areas of a learning program. You’ll share examples of case studies used in your organization’s programs and how they relate to the content covered. The final session includes: 
  • two examples of case studies and how they apply to specific training content
  • breakout sessions for you to share your own case studies with fellow participants
  • an opportunity to ask questions and provide feedback to fellow participants.
Who Should Attend

This program is best for trainers, instructional designers, and other learning professionals who have at least one year of experience developing training programs.

ATD Education programs are designed primarily for learning professionals—trainers, instructional designers, and organization development practitioners—but also greatly benefit anyone within an organization who is responsible for developing others, from managers to human resources specialists.

Level: Foundational
Roles: Instructional Designer, Trainer
Language: English
What Our Participants Are Saying
Dustin Staiger

"My involvement in ATD has given me guidance in a dynamically changing market, while making me more valuable to my organization. Joining ATD has literally been a career-defining decision for me."

Jane Loda

"I can rely on ATD to present material that is very well constructed, timely, content-rich, and relevant to the challenges workplace learning professionals face every day."

Cindy Lam

"ATD is an organization dedicated to talent development - with their research and expertise, I trust that their programs can give me what I am looking for to implement within my organization."

Dates & Locations
  • Oct 11-25, 2019
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Barbara Greenstein

Things To Know


Essentials Workshops
Participation in all online sessions at their currently scheduled day and time is mandatory to receive completion for the program and any applicable credits. Please note that viewing a recording will not fulfill the attendance requirement. Participants who fulfill all program requirements will see their completion status reflected on their transcript in the ATD Learning Portal and will receive an email verifying their completion of the program.

ATD requires active participation through the program to receive credit for the class. Active participation includes, but is not limited to, participating in virtual classroom activities, discussions, breakout sessions, and intersession work. Please note that using a tablet or mobile device severely limits your ability to fully and actively participate.

All sessions will be recorded and available in the Learning Portal for participants to review throughout the program for your review.


4.5 Learning Hours

0.45 CEUs awarded

Up to 4.5 APTD Recertification Points through the ATD Certification Institute.

Up to 4.5 CPLP Recertification Points through the ATD Certification Institute.


Enrolled in a program? Sign in to the ATD Learning Portal with your ATD account credentials two weeks before the first day of class to:

  • Engage with your facilitator and peers.
  • Access pre-work assignments.
  • View any technical requirements.
  • Review logistical information.


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