The Case Writing Workbook

In 2013 a new style of case writing book will be published and we would like you to get involved.

Written by Gina Vega, Professor and Director of the Center for Entrepreneurial Activity at Bertolon School of Business, Salem State University, The Case Writing Workbook: A Self-Guided Workshop will offer something unique in the world of case writing manuals. Designed in individual modules, it will serve as an individualised case writing workshop. In advance of formal publication Gina is making modules of the workbook available to interested colleagues for feedback.

Gina VegaThe motivation

Gina has been writing and teaching with cases since 1995 and during the last decade has run case writing workshops at a variety of organisations worldwide. She has seen the demand for these events grow and believes that The Association to Advance Collegiate Schools of Business (AACSB) has played a significant role in extending interest in using cases for experiential learning and in increasing scholarly publication, “The ongoing pressure for business schools to obtain AACSB accreditation requires faculty even at so-called ‘teaching schools’ to conduct scholarly work that results in publication, often in the area of pedagogy or the development of teaching materials. This emphasis creates a new market for materials that support the development of research and publication skills, as many academics find they must return to publication to maintain their own academic qualifications.”

As editor of The CASE Journal Gina has first hand experience with the struggles of novice case writers, as well as the ongoing challenges of more experienced authors, and wanted to provide a new approach, “The workbook will serve as an individualised case writing workshop for those who cannot attend one, either due to financial or time constraints. It will offer both convenience and a cost-effective solution to participation in an actual workshop by providing the same tools and activities. Authors who finish each assignment will end up with a complete case and instructor’s manual that can be classroom tested and submitted for publication, if desired.”

The workbook

Designed in individual modules, The Case Writing Workbook: A Self-Guided Workshop will provide nine standalone units that will focus specifically on challenges related directly to the writing process. It is meant for day-to-day use and will help authors get the case writing process structured painlessly. The workbook will be replete with exercises, worksheets, and training activities that will guide readers through the entire process of writing a case and instructor’s manual (teaching note).


  1. Getting started **free to download for educators**
    Background about case writing, description of teaching cases, where to draw the line between reality and fiction in case writing, why and how to use cases in the classroom, and why you might want to write one yourself.
  2. The research process
    Where to find case subjects, how to get approval, the basics of qualitative research (including a refresher on applicable methodologies), techniques of interviewing, and how to manage data with or without the use of technology.
  3. Writing the case
    Discussion of the key elements of cases, guide to the entire case writing process including selecting an appropriate writing style, and identifying hazards to avoid (and how to avoid them).
  4. Writing the instructor’s manual
    Guidelines for establishing professional credibility, description of the key elements of the instructor’s manual, design assistance in developing learning objectives and a focus on preparing and answering discussion questions.
  5. Team case writing
    Learn to design interview guides for use by multiple researchers and to develop knowledge management protocols to facilitate group case writing.
  6. Undergraduate case writing - The Case Research Study Model
    A look at this process that combines case and instructor’s manual for undergraduate production. The model’s eleven elements are defined, and technical instructions and lecture material are provided.
  7. Reviewing and publishing cases
    Learn how to respond to reviews, get your cases published, and do case reviews for others. The characteristics of ‘good’ reviews and ‘good’ reviewers, the value of participation in case conferences, and how to establish an institutional case-writing mindset.
  8. Alt text Teaching with cases:
    Suggests a variety of methods and exercises, including role playing, brainstorming, student presentations, traditional 3-board format, structured controversy, instant jeopardy, mock trials, and others.
  9. Specialised case formats
    Suggestions about how to write and use vignettes, A/B/C Cases, critical incidents, and other innovative case formats.


The Case Writing Workbook by Gina Vega has now been published and is available to buy from The Case Centre. Find out more.

The author

Gina Vega is Professor and Director of the Center for Entrepreneurial Activity at Bertolon School of Business, Salem State University, US. Gina was the President of the CASE Association from 2003-2007, is currently a CASE Fellow and has been Editor of The CASE Journal ( since 2009.

The Case Writing Workbook: A Self-Guided Workshop, will be published by M.E. Sharpe, Inc in 2013.

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Case method training

Case method training
If you'd like to learn more about the case method why not take time out to participate in one of our case teaching or writing workshops?
These short, practical workshops cover topics such as:
  • what is a case and why use cases?
  • course planning using cases
  • preparing to lead a case class
  • managing the classroom process
  • the case writing process
  • developing a teaching note

Our open events are held regularly at a variety of locations worldwide. We also provide customised programmes that are often held at an institution's own site.

Find out more