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5 Benefits of Learning Through the Case Study Method
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- 28 Nov 2023
While several factors make HBS Online unique —including a global Community and real-world outcomes —active learning through the case study method rises to the top.
In a 2023 City Square Associates survey, 74 percent of HBS Online learners who also took a course from another provider said HBS Online’s case method and real-world examples were better by comparison.
Here’s a primer on the case method, five benefits you could gain, and how to experience it for yourself.
Access your free e-book today.
What Is the Harvard Business School Case Study Method?
The case study method , or case method , is a learning technique in which you’re presented with a real-world business challenge and asked how you’d solve it. After working through it yourself and with peers, you’re told how the scenario played out.
HBS pioneered the case method in 1922. Shortly before, in 1921, the first case was written.
“How do you go into an ambiguous situation and get to the bottom of it?” says HBS Professor Jan Rivkin, former senior associate dean and chair of HBS's master of business administration (MBA) program, in a video about the case method . “That skill—the skill of figuring out a course of inquiry to choose a course of action—that skill is as relevant today as it was in 1921.”
Originally developed for the in-person MBA classroom, HBS Online adapted the case method into an engaging, interactive online learning experience in 2014.
In HBS Online courses , you learn about each case from the business professional who experienced it. After reviewing their videos, you’re prompted to take their perspective and explain how you’d handle their situation.
You then get to read peers’ responses, “star” them, and comment to further the discussion. Afterward, you learn how the professional handled it and their key takeaways.
HBS Online’s adaptation of the case method incorporates the famed HBS “cold call,” in which you’re called on at random to make a decision without time to prepare.
“Learning came to life!” said Sheneka Balogun , chief administration officer and chief of staff at LeMoyne-Owen College, of her experience taking the Credential of Readiness (CORe) program . “The videos from the professors, the interactive cold calls where you were randomly selected to participate, and the case studies that enhanced and often captured the essence of objectives and learning goals were all embedded in each module. This made learning fun, engaging, and student-friendly.”
If you’re considering taking a course that leverages the case study method, here are five benefits you could experience.
5 Benefits of Learning Through Case Studies
1. take new perspectives.
The case method prompts you to consider a scenario from another person’s perspective. To work through the situation and come up with a solution, you must consider their circumstances, limitations, risk tolerance, stakeholders, resources, and potential consequences to assess how to respond.
Taking on new perspectives not only can help you navigate your own challenges but also others’. Putting yourself in someone else’s situation to understand their motivations and needs can go a long way when collaborating with stakeholders.
2. Hone Your Decision-Making Skills
Another skill you can build is the ability to make decisions effectively . The case study method forces you to use limited information to decide how to handle a problem—just like in the real world.
Throughout your career, you’ll need to make difficult decisions with incomplete or imperfect information—and sometimes, you won’t feel qualified to do so. Learning through the case method allows you to practice this skill in a low-stakes environment. When facing a real challenge, you’ll be better prepared to think quickly, collaborate with others, and present and defend your solution.
3. Become More Open-Minded
As you collaborate with peers on responses, it becomes clear that not everyone solves problems the same way. Exposing yourself to various approaches and perspectives can help you become a more open-minded professional.
When you’re part of a diverse group of learners from around the world, your experiences, cultures, and backgrounds contribute to a range of opinions on each case.
On the HBS Online course platform, you’re prompted to view and comment on others’ responses, and discussion is encouraged. This practice of considering others’ perspectives can make you more receptive in your career.
“You’d be surprised at how much you can learn from your peers,” said Ratnaditya Jonnalagadda , a software engineer who took CORe.
In addition to interacting with peers in the course platform, Jonnalagadda was part of the HBS Online Community , where he networked with other professionals and continued discussions sparked by course content.
“You get to understand your peers better, and students share examples of businesses implementing a concept from a module you just learned,” Jonnalagadda said. “It’s a very good way to cement the concepts in one's mind.”
4. Enhance Your Curiosity
One byproduct of taking on different perspectives is that it enables you to picture yourself in various roles, industries, and business functions.
“Each case offers an opportunity for students to see what resonates with them, what excites them, what bores them, which role they could imagine inhabiting in their careers,” says former HBS Dean Nitin Nohria in the Harvard Business Review . “Cases stimulate curiosity about the range of opportunities in the world and the many ways that students can make a difference as leaders.”
Through the case method, you can “try on” roles you may not have considered and feel more prepared to change or advance your career .
5. Build Your Self-Confidence
Finally, learning through the case study method can build your confidence. Each time you assume a business leader’s perspective, aim to solve a new challenge, and express and defend your opinions and decisions to peers, you prepare to do the same in your career.
According to a 2022 City Square Associates survey , 84 percent of HBS Online learners report feeling more confident making business decisions after taking a course.
“Self-confidence is difficult to teach or coach, but the case study method seems to instill it in people,” Nohria says in the Harvard Business Review . “There may well be other ways of learning these meta-skills, such as the repeated experience gained through practice or guidance from a gifted coach. However, under the direction of a masterful teacher, the case method can engage students and help them develop powerful meta-skills like no other form of teaching.”
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How to Experience the Case Study Method
If the case method seems like a good fit for your learning style, experience it for yourself by taking an HBS Online course. Offerings span eight subject areas, including:
- Business essentials
- Leadership and management
- Entrepreneurship and innovation
- Digital transformation
- Finance and accounting
- Business in society
No matter which course or credential program you choose, you’ll examine case studies from real business professionals, work through their challenges alongside peers, and gain valuable insights to apply to your career.
Are you interested in discovering how HBS Online can help advance your career? Explore our course catalog and download our free guide —complete with interactive workbook sections—to determine if online learning is right for you and which course to take.
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About the Author
47 case interview examples (from McKinsey, BCG, Bain, etc.)
![case study for skills Case interview examples - McKinsey, BCG, Bain, etc.](https://d3no4ktch0fdq4.cloudfront.net/public/CACHE/images/blog-articles/images/green-chameleon-21532-unsplash2_f2dce933-74af-44f4-9130-c1dd820d5643/98ab8b3ac7fe8f3a4e88ebe1a2019277.webp)
One of the best ways to prepare for case interviews at firms like McKinsey, BCG, or Bain, is by studying case interview examples.
There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.
The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.
- McKinsey examples
- BCG examples
- Bain examples
- Deloitte examples
- Other firms' examples
- Case books from consulting clubs
- Case interview preparation
Click here to practise 1-on-1 with MBB ex-interviewers
1. mckinsey case interview examples.
- Beautify case interview (McKinsey website)
- Diconsa case interview (McKinsey website)
- Electro-light case interview (McKinsey website)
- GlobaPharm case interview (McKinsey website)
- National Education case interview (McKinsey website)
- Talbot Trucks case interview (McKinsey website)
- Shops Corporation case interview (McKinsey website)
- Conservation Forever case interview (McKinsey website)
- McKinsey case interview guide (by IGotAnOffer)
- Profitability case with ex-McKinsey manager (by IGotAnOffer)
- McKinsey live case interview extract (by IGotAnOffer) - See below
2. BCG case interview examples
- Foods Inc and GenCo case samples (BCG website)
- Chateau Boomerang written case interview (BCG website)
- BCG case interview guide (by IGotAnOffer)
- Written cases guide (by IGotAnOffer)
- BCG live case interview with notes (by IGotAnOffer)
- BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
- BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below
3. Bain case interview examples
- CoffeeCo practice case (Bain website)
- FashionCo practice case (Bain website)
- Associate Consultant mock interview video (Bain website)
- Consultant mock interview video (Bain website)
- Written case interview tips (Bain website)
- Bain case interview guide (by IGotAnOffer)
- Digital transformation case with ex-Bain consultant
- Bain case mock interview with ex-Bain manager (below)
4. Deloitte case interview examples
- Engagement Strategy practice case (Deloitte website)
- Recreation Unlimited practice case (Deloitte website)
- Strategic Vision practice case (Deloitte website)
- Retail Strategy practice case (Deloitte website)
- Finance Strategy practice case (Deloitte website)
- Talent Management practice case (Deloitte website)
- Enterprise Resource Management practice case (Deloitte website)
- Footloose written case (by Deloitte)
- Deloitte case interview guide (by IGotAnOffer)
5. Accenture case interview examples
- Case interview workbook (by Accenture)
- Accenture case interview guide (by IGotAnOffer)
6. OC&C case interview examples
- Leisure Club case example (by OC&C)
- Imported Spirits case example (by OC&C)
7. Oliver Wyman case interview examples
- Wumbleworld case sample (Oliver Wyman website)
- Aqualine case sample (Oliver Wyman website)
- Oliver Wyman case interview guide (by IGotAnOffer)
8. A.T. Kearney case interview examples
- Promotion planning case question (A.T. Kearney website)
- Consulting case book and examples (by A.T. Kearney)
- AT Kearney case interview guide (by IGotAnOffer)
9. Strategy& / PWC case interview examples
- Presentation overview with sample questions (by Strategy& / PWC)
- Strategy& / PWC case interview guide (by IGotAnOffer)
10. L.E.K. Consulting case interview examples
- Case interview example video walkthrough (L.E.K. website)
- Market sizing case example video walkthrough (L.E.K. website)
11. Roland Berger case interview examples
- Transit oriented development case webinar part 1 (Roland Berger website)
- Transit oriented development case webinar part 2 (Roland Berger website)
- 3D printed hip implants case webinar part 1 (Roland Berger website)
- 3D printed hip implants case webinar part 2 (Roland Berger website)
- Roland Berger case interview guide (by IGotAnOffer)
12. Capital One case interview examples
- Case interview example video walkthrough (Capital One website)
- Capital One case interview guide (by IGotAnOffer)
12. EY Parthenon case interview examples
- Candidate-led case example with feedback (by IGotAnOffer)
14. Consulting clubs case interview examples
- Berkeley case book (2006)
- Columbia case book (2006)
- Darden case book (2012)
- Darden case book (2018)
- Duke case book (2010)
- Duke case book (2014)
- ESADE case book (2011)
- Goizueta case book (2006)
- Illinois case book (2015)
- LBS case book (2006)
- MIT case book (2001)
- Notre Dame case book (2017)
- Ross case book (2010)
- Wharton case book (2010)
Practice with experts
Using case interview examples is a key part of your interview preparation, but it isn’t enough.
At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.
If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.
Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!
Related articles:
![case study for skills Deloitte case interview](https://d3no4ktch0fdq4.cloudfront.net/public/CACHE/images/blog-articles/images/jonathan-denney-325762-unsplash_-_resize_e31c51ee-cc53-41a7-a2cb-8c218de4a6/e34b32a0a3cbca4540a809b52d517486.webp)
Skills-based success: 10 recruiting case studies
![case study for skills](https://images.ctfassets.net/vztl6s0hp3ro/ZuBJgzo86dzKHJgsjPs5u/d5f3cd8fa23d95c199cdf828e761c2fd/Skills-based-success-10-recruiting-case-studies.webp)
The working world has been turned on its head with the pandemic, the Great Reshuffle, and the resulting skills shortage. Companies are searching for a powerful, sustainable way to recruit and retain talent, and 81% of them are now opting for skills-based hiring practices.
Skills-based recruitment practices are for everyone. Don’t believe us? We've put together 10 recruiting case studies that demonstrate how different individuals, industries, and regions have successfully implemented skills-based hiring.
Table of contents
What's the purpose of a recruiting case study, 3 personal recruiting case studies, 3 recruiting case studies by industry, 4 recruiting case studies by region, looking for more recruiting case studies, the state of skills-based hiring 2024.
Read TestGorilla's annual report to discover why over 81% of companies are choosing to adopt skills-based hiring methods in 2024.
![case study for skills](https://images.ctfassets.net/vztl6s0hp3ro/6PNKS7MQ7UDCv3GpjgAkj9/fb42f33c4e4559f03199f2829c757c05/Human_resource_director_Roles__responsibilities__and_outlook_main_CTA.webp)
In recruitment, case studies are helpful tools for employers seeking to build, develop, or optimize their recruitment processes. They can be great sources of information and inspiration. By understanding the successes and failures others have had with their hiring processes, hiring managers can take any relevant learnings without having to make the same mistakes that others have.
To make these recruiting case studies relevant for as many people as possible, we've divided them into personal case studies, case studies by industry, and case studies by region. Let's dive in.
Let’s first look at the personal stories of some stellar individuals who were recruited into their ideal industries using skills-based practices. These people didn’t have traditional backgrounds, but because of their unique skills, they got into amazing roles. All that was needed was a chance to prove those skills during recruitment.
![case study for skills The individuals benefitting from skills-based hiring: Personal recruiting case studies](https://images.ctfassets.net/vztl6s0hp3ro/1F1EcBoIvArH0lVzL0f51o/d393d6745663b871a7fe44a34a42bfbc/The-individuals-Skills-based-hiring-benefits-the-employees.jpg)
1. Justin Hutchinson
Justin Hutchinson wanted a future in football, but he was faced with a hard choice at age 14: Focus on his career prospects or take care of his father with cancer.
Justin, of course, chose his father and has never regretted that choice, but it did mean giving up the chance of achieving his dream job.
After his father’s passing, Justin attended a community college to fulfill his father’s wish for him to get a degree. To pay rent and living expenses, Justin got a job at a smoothie franchise.
His aim was to simply support his cost of living by making fast food – but it turns out Justin’s real skill was people and communication.
Justin would study the cars that drove up, memorize their orders, and have them ready so he could spend time talking and getting to know the customers instead of making drinks.
One of Justin’s customers was a chief executive of a marketing company and was so impressed with his people skills, he offered Justin an internship.
It wasn’t long before Justin used his soft skills to turn that internship into a full-time position. He dropped out of college, poured his heart and soul into the role, and attained the role of Director of Business Development.
Justin attributes his success to his best skills:
Workplace empathy
Strategic and critical thinking
Sales management
Justin didn’t have a typical marketing background – his experience was a partial college education with no degree, on-the-job experience (and not a traditionally “relevant” job), and his internship.
Not everyone can find the perfect marketer in a charismatic smoothie server, but online skills testing holds the same principles: Look at abilities first and ask questions later.
Sales and marketing are industries that are uniquely dependent on soft skills, which makes skills-based hiring an obvious choice for recruiting. For information on how it helps with the tricky subject of ramp time, read our article on skills-based hiring and ramp time.
2. Latisha Carter
Latisha Carter had a dream of excelling in corporate America, but she never got the opportunity to attend college.
At age 17, Latisha became a single mother. This put her dreams of college on hiatus for the foreseeable future.
Three years later, after having another child, Latisha got a job as a nursing assistant. But she still couldn’t shake her desire to make it in the corporate world.
She secured a call center job with NCR, a software company, driven by their offer of extensive employee training.
Offering extensive upskilling and reskilling is one of the best things you can put on the table for potential candidates. A study by Lorman showed that 59% of Millennials believe that development opportunities are extremely important when deciding whether to apply for a position.
Latisha used her experience at NCR to get a role in customer service at the software company Sage.
With determination and hard work, she continued to work her way up for 20 years until she became a director at Xero, an accounting technology company.
Latisha is now proudly a director in corporate America with no college degree. Her company is reaping the benefits of her presence and skills.
In the second half of 2021, Xero’s approach to skills-based hiring and its emphasis on diversity pushed a 7% increase in racial and ethnic diversity.
Jana Galbraith, the executive general manager for people experience partnering for Xero, says: “ [H]istorically, hiring based on degree exclusively has perpetuated discrimination .”
This boost is great news for Xero because the benefits of diversity are broad and include increased productivity, innovation, and financial performance.
Latisha’s struggle to succeed is unfortunately common for working mothers. To learn more about this, read our article on the motherhood penalty .
3. Cindy Veach
Cindy Veach didn’t have a traditional background. She had all the tech know-how, but she only had experience involving massage therapy and social services.
But she had the skills and she knew it. Cindy says it was a happenstance that she stumbled upon her perfect role; she just wanted a role where she could use her best talents.
“I was looking for jobs I had the right skills for, organizational skills in particular,” said Cindy.
She happened upon a tech administration apprenticeship program at IBM. Before then, she saw her tech skills as just a hobby and never imagined herself in the tech industry – but she applied and was accepted.
Cindy had a steep learning curve ahead of her. She possessed the base tech skills but needed the training to reach the right level.
She attributes much of her success to the flexibility of her mentors. They continually told her that if a path “didn’t feel right,” she was welcome to experiment and try something new.
At the end of the apprenticeship, she applied for a network operations technician role and was hired. She took a position with flexible work options so she could still care for her two children comfortably.
Skills-based hiring made this outcome possible. Cindy’s communication skills, digital expertise, and problem-solving abilities helped her secure her role, and the focus on continuous improvement is helping her develop it .
She says that the combination of her appetite for learning and her employer’s support for her success is the perfect duo for creating limitless growth.
We’ve heard plenty of people say “skills-based hiring doesn’t work in my industry.” But that’s just yet another myth we’ve debunked . Let’s take a look at a handful of case studies about how companies within certain industries have succeeded with skills-based recruitment initiatives.
![case study for skills The industries using skills-based hiring: recruiting case studies from different industries](https://images.ctfassets.net/vztl6s0hp3ro/nEJk0FXDtoSlUWeOr0N2m/326f84b03ce8f605d7925f9c6a7e6791/The-industries-Every-industry-can-benefit-from-skills-based-practices.jpg)
4. Healthcare
Healthcare administration is an industry that’s notoriously difficult to get into. Between receiving a bachelor’s degree and completing a master’s program, it can take six to eight years of rigorous commitment.
However, more opportunities are arising that allow equally qualified candidates to get in without obtaining specific educational requirements.
Sam Saucedo-Hernandez had a tumultuous life, but she only ever wanted a solid career. As a child of parents who emigrated from Mexico, she wanted to be the first generation in her family to attain a degree.
Sam watched her parents struggle with low-wage jobs and promised herself she would do better for herself.
Her first attempt was at law school where she spent several years studying hard. Sam was ecstatic to get her degree and begin a career in law.
But two weeks after she got her associate of science degree, the school got shut down for fraud, leaving Sam jobless and $60,000 in debt.
Sam faced many challenges, but the turning point in her story was the day she received a letter promoting a no-cost medical administrative assistant job training program from JVS.
JVS is a program that helps people build skills and find solid career connections – particularly in the healthcare industry.[1]
JVS has seen amazing success with over 500 employer partners and an emphasis on promoting diversity: 88% of their participants are Black, Hispanic, Asian, or a wide range of other ethnicities.
Sam applied for the program and was accepted. She secured a position as a medical administrative assistant, but her training has led her to her current role in the audiology department.
Though she’s fortunate for her position, Sam says she’s still looking forward, wondering where her skills can take her from here.
Programs like JVS are working tirelessly to make more stories like this possible. With a focus on skills over experience, they bring in valuable candidates to industries that may otherwise be restricted to them.
5. Manufacturing
Steelcase, a furniture manufacturing company, wanted to build a fairer place for employment opportunities and encourage better representation for employees of color. So they adopted skills-based hiring practices.
They’re far from the only ones. According to TestGorilla’s State of Skills-Based Hiring report, 85% of businesses in 2023 had the goal to increase diversity.
And companies are succeeding at this by implementing skills-based hiring: 91% of organizations saw an increase in diversity due to skills-based hiring.
Steelcase realized that if they truly wanted to boost their DE&I initiatives , traditional hiring methods wouldn’t do.
They decided their hiring processes needed to be revamped for the better, so they adopted some new practices:
Prioritizing skills over resume and pedigree
Removing experience requirements wherever possible
Favoring continuous improvement over perfection
Revamping job descriptions to reduce biased language
Prioritizing diversity among equally qualified candidates
Steelcase decided that practices like these would enable them to reach diverse talent organically, and it worked. Since the program started, Steelcase’s new hires are 55% women and 30% racial or ethnic minorities.
Steelcase’s initiatives are amazing, so we encourage similar active moves to boost diversity. To read more about this topic, read our blog on why being intentional about workplace diversity is non-negotiable .
6. Software
ADP, an HR management software company, adopted a recruiting strategy to focus on skills , rely less on credentials, and make an effort to provide opportunities for candidates with nontraditional backgrounds.
This strategy included training talent acquisition professionals on best practices, hiring specific diversity recruiters, removing degree requirements from high-volume recruiting roles, and leveraging better training and mentorship for new hires.
What were the results? ADP saw great success in one year:
An increase in the number of candidates with no college degree
An increase in Black representation in the candidate pool
An increase in Hispanic representation in the candidate pool
This program was heavily inspired and backed by Maria Black, the chief executive of ADP, and her strong belief in corporate social responsibility.
She has a strong passion for supporting working women, veterans, and other underrepresented talents.[2]
Maria is an excellent example of the power of leading from the top. When your company’s leadership supports a great cause, it benefits both employees and company alike and builds a better organizational culture .
Next, let’s take a look at some case studies about the regions and countries that are taking on skills-based recruitment practices. For more on this subject, check out our post on skills-based hiring around the world .
![case study for skills The countries and regions using skills-based hiring: recruiting case studies from around the world](https://images.ctfassets.net/vztl6s0hp3ro/mShpSrf7Q7kX6fR8gash7/52251f201629e57aa4f671a9821cf387/The-countries-and-regions-Skills-based-hiring-around-the-world.jpg)
7. Maryland, USA
In 2022, the state of Maryland dropped four-year degree requirements for thousands of jobs in the government sector.
The aim of this initiative was to draw attention to the value of alternative credentials and experience. State officials want to give people a better shot at securing a stable, fulfilling job.
Governor Larry Hogan was quoted as saying:
“[W]e are ensuring qualified, non-degree candidates are regularly being considered for these career-changing opportunities.”[3]
Over 38,000 people work for the state of Maryland and it’s estimated that more than half of those jobs can be performed by people whose alternative skill routes can easily substitute for a college education.
These alternative routes include:
Life experience
Non-relevant job experience
Hobbies and volunteer work
Alternative training
Community college education
Maryland estimates that about 47% of its working population are STARs (skilled through alternative routes). That’s 2.8 million workers, and these people need solid opportunities – opportunities that they can access through skills-based hiring.
To learn more about how unnecessary degree requirements are holding top talent back, read our blog on degree inflation .
8. Indiana, USA
Indiana’s tech leaders are struggling to attract and retain great talent. They’re facing a major skill shortage and they can’t solve it with the “usual” hiring methods.
Traditional recruiting methods exclude over 95% of Indiana’s workforce.
Indiana has a workforce of 3,332,239 people, but consider this:
A four-year degree requirement removes 75%
Biases can eliminate up to 30% of the pool
Requiring specific past experience removes 93% of the talent pool
With all of that in mind, a pool of more than three million candidates is reduced to just over 42,000.
Indiana’s Office of Technology (IOT) realized that skills-based hiring practices could fix this problem and solve their shortage.
They started by removing degree requirements from most job descriptions, then took the next step and started offering reskilling opportunities to workers from alternative industries, such as line cooks and truck drivers.
Tracy Barnes, IOT’s chief information officer, said that the results of the program have been positive and they’re “very pleased” so far. She also said that she’s equally excited to see the positive life impacts for the candidates involved.
9. Asia-Pacific
Skills-based hiring is quickly gaining traction in the Asia-Pacific area.
One study showed that 79% of businesses in the Asia-Pacific area look for skills when hiring versus the 21% that prioritize education and experience.[4]
The same study found that internal mobility is more important than ever and that companies want to prioritize gender equality and disability inclusion . These points can also be accomplished by adopting skills-based hiring.
Asia-Pacific is looking to skills-based practices to improve the future of their recruitment processes, but Singapore-based TruTrip is already reaping the benefits .
TruTrip is a business travel management company that needed help assessing candidate skills and hiring the best candidates, so they gave TestGorilla a try.
Here are a few ways that TestGorilla’s pre-employment skills testing helped TruTrip’s recruitment processes:
Gives them a way to objectively assess applicants’ skills and knowledge
Helps them eliminate bias from the hiring process
Enables them to consistently make better hiring decisions
Reduces their reliance on resume screening
Enhances teamwork and communication
Improves the employee experience of new hires
According to Hugh Batley, the founder of TruTrip, their new hires are a better fit. These employees become great contributors and have a better initial experience with the company.
TestGorilla also helps TruTrip save thousands of dollars by reducing the chances of a costly mis-hire.
This isn’t unusual. According to TestGorilla’s State of Skills-Based Hiring report, 92.5% of organizations using skills-based practices saw a reduction in mis-hires in 2022.
10. The UK and the EU
The UK and the EU have developed a strong focus on skills over the past few years.
Interest in skills-based hiring in the UK rose 63% from 2021 to 2022 . This drastic increase is due to employers wanting a wider talent pool and candidates prioritizing and valuing their alternative experience.
This move is helping job opportunities reach the 73.6% of people in the United Kingdom who don’t possess a four-year degree. [5]
As for the European Union, they developed the “Pact For Skills” program in 2020. This program was created to encourage and fund better upskilling and reskilling while also promoting greater diversity and gender equality.[6]
A good example from both areas is the British-Lithuanian bank, Revolut.
Revolut adopted skills-based hiring by using TestGorilla’s skills tests and, as a result, improved their time-to-hire by 40% .
Among many other benefits, Revolut found TestGorilla’s language tests life-saving. Assessing language proficiency is essential for a multinational company, but traditional methods are time-consuming and laborious.
TestGorilla’s language tests help Revolut to quickly and easily evaluate their candidates’ reading, writing, listening, and speaking skills. This helped them to nearly fully automate their screening process, improving time-to-hire greatly.
To read more case studies and success stories about skills-based hiring, check out our 10 stories that demonstrate the power of skills-based hiring or our collection of customer case studies .
Here are 3 top picks from our case studies:
Revolut improves time-to-hire by 40% using TestGorilla
Design Pickle uses TestGorilla to boost application completion rate by 25%
TestGorilla helps TruTrip to save money and improve employee experience
If you’d like to acquaint yourself with a solid skills-based hiring practice, browse our test library and review our skills tests.
“JVS 2022 Impact Report”. (2022). JVS . Retrieved March 6, 2023. https://impact2022.jvs.org/
“Maria Black, president and CEO”. (n.d). Business Roundtable. Retrieved March 6, 2023. https://www.businessroundtable.org/about-us/members/maria-black-president-and-ceo-adp
McGraw, Mark. (April 4, 2022). “Dropping Degree Requirements: Do Employers Still Care About Education?”. World at Work . Retrieved March 6, 2023. https://worldatwork.org/resources/publications/workspan-daily/dropping-degree-requirements-do-employers-still-care-about-education
“The Future of Talent”. (2021). LinkedIn . Retrieved March 6, 2023. https://business.linkedin.com/content/dam/me/business/en-us/talent-solutions/resources/pdfs/future-of-talent-whitepaper.pdf
“Overview of the education system”. (2022). Education GPS . Retrieved March 6, 2023. https://gpseducation.oecd.org/CountryProfile?primaryCountry=GBR&treshold=10&topic=EO
“Pact for Skills”. (November 10, 2020). European Commission . Retrieved March 6, 2023. https://ec.europa.eu/social/main.jsp?catId=1517&langId=en
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Case Study: Tips and Strategy
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- Analytical Skills: The core competence of an MBA is analysis of the situation: breaking down data, formulating it into a pattern that makes sense and deriving an efficient conclusion or recommendation. You should display this skill through targeted and accurate piecing together of the data while simultaneously wrestling the group towards a solution for the case. After self-analysis, you should cogently present the findings and recommendations for the group to discuss further.
Quantitative Skills: Some case studies involve working with numbers to reach an effective solution. In such a situation, a quick calculation on rough sheet to present the relevant figures for the group will make you stand in very good light with the evaluator.
Flexibility: This refers to the ability of the candidate to consider the opposing point of view in light of the facts/figures presented in the case. There is no single solution to the case and thus a flexible candidate should not leave out good options in his analysis even if they were presented with an opposing point of view.
- Leadership Skills: Leadership is demonstrated by taking charge of the discussion and trying to achieve a consensus. The consensus does not have to be the best; instead, it should aim to incorporate all viewpoints.
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- Presentation/Communication Skills: Just like group discussion, effective communication forms an integral part of case study too. The skills tested are: articulation in presentation, fluency, body language, eye contact and coherence. Remember, when speaking, it is always better to take a small pause rather than babble!
- Behavioral/Personality traits: The personality traits being evaluated during case studies are: attitude, well balanced conduct, patience, team work, cogency and assertiveness.
- Goal Orientation: This parameter is evaluated through the candidate's willingness to arrive at a solution and intelligent use of other's content.
- Confidence: Last but not the least, the level of confidence, pro-activeness and action orientation form an important part of a candidate's performance in a case.
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Action plan to handle challenges in case studies
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The following action plan should enable you to sail your way past the case study with ease:
- Situation/Context Analysis: The first step in a case analysis is to go over the case line-by-line and jot down the relevant points, facts and data. The aim of this exercise is to capture the crux of the case in brief. Both the internal as well as the external factors relevant to the case should be elucidated. This analysis provides a shape for things to come in further analysis. The factors external to a case , say, related to an organization would comprise things like level of competition, market share, raw material prices, tight labour market conditions, price-cutting, customer preferences, etc. The factors internal to the organization comprise mainly of its labour policies, dispute-redressal systems, project approval schemes, marketing strategy, capacity expansions, etc.
- P- Problem Definition: The problem should ideally be defined in a crisp, single line, incorporating the most important decision issue to be solved in the case. To have a better grasp of the problem, being quantitative at this stage helps. An important thing to remember is not to mistake the symptoms for the root problem. For example, a falling market share or a decline in sales is, invariably, a symptom while the real problem may lie with the nature of the industry or the quality of the product.
- A- Alternatives Generation: The next step is to list down the various alternatives to resolve the problem and achieve the objectives set out in the case study. At this stage, all the alternatives that come to mind should be listed even if an alternative provides only a part solution to the problem at hand. Sometimes, this part solution can be later combined with some other alternative to provide a complete solution.
- C- Criteria for evaluation of alternatives: List down the parameters that are important to the solution of the problem at hand. These parameters can be profitability, growth in market share, image, sales, etc.
- E- Evaluate the alternatives: This stage uses the criteria to evaluate the various alternatives generated earlier. The positive and negative aspects of each alternative are to be kept in mind while evaluating the alternatives.
- R- Recommendations: At the end of the analysis, provide recommendations to resolve the situation. Also look at short-term as well as long-term implications of the recommendations in solving the problem.
Popular “Do's” and “Don'ts” in a case study
- Take time to analyze and think through the case
- Weigh the pros and cons and various trade-offs between two or more choices
- Break down the complex problem into small, distinct pieces to enable better articulation
- Listen attentively, even to conflicting ideas, as they might provide part solution to the problem
- Summarize the analysis periodically
- Be consistent, and not monotonous
- Jump to a conclusion at the start
- Worry about speaking all the time
- Worry about not having specific industry knowledge
- Worry if you are not able to completely solve the case. Remember, the structure of thoughts is as important as the final result
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280 Free Case Interview Examples
Do you want to get access to over 280 free case interview examples (with answers)?
If you have interviews planned at McKinsey , The Boston Consulting Group , or any other consulting firm, you are probably looking for case interview examples.
So, to help you prepare, I have compiled a list of 280 free case interview examples:
- Over 30 free case interview examples (+ interview prep tips) from the websites of top consulting firms
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Moreover, you’ll get my take on which case studies you will likely have in interviews.
In short, the resources listed hereafter will be very helpful if you are starting out or have already made good progress in preparing for your case interviews.
One last word : check out this free case-cracking course to learn how to crack the most recent types of case questions consulting firms use in actual interviews.
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Table of Contents
Get the latest data about salaries in consulting, mckinsey: tips and case interview examples.
McKinsey & Company’s website is definitely one of my favorites.
Because this gives so much insightful information about the role of a consultant and what the hiring process looks like.
Therefore, I highly recommend spending time on their website, even if you are not targeting McKinsey.
In the meantime, here are 8 McKinsey case interview examples
- Electro-light
- GlobaPharma
- National Education
- Talbot trucks
- Shops corporation
- Conservation forever
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Check out the McKinsey Hub : A library of 20+ free resources that cover everything you need to secure a job offer at McKinsey.
Besides, here is another McKinsey case interview example.
This case interview question has been recently asked in a real interview:
𝘦𝘊𝘢𝘳𝘊𝘰, 𝘢 𝘑𝘢𝘱𝘢𝘯𝘦𝘴𝘦 𝘭𝘦𝘢𝘥𝘪𝘯𝘨 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘳 𝘰𝘧 𝘦𝘭𝘦𝘤𝘵𝘳𝘪𝘤 𝘱𝘢𝘴𝘴𝘦𝘯𝘨𝘦𝘳 𝘷𝘦𝘩𝘪𝘤𝘭𝘦𝘴, 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘴𝘵𝘳𝘶𝘨𝘨𝘭𝘪𝘯𝘨 𝘸𝘪𝘵𝘩 𝘢 𝘭𝘰𝘸 𝘮𝘢𝘳𝘬𝘦𝘵 𝘴𝘩𝘢𝘳𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘉2𝘉 𝘴𝘦𝘨𝘮𝘦𝘯𝘵. 𝘛𝘩𝘦𝘺 𝘦𝘯𝘫𝘰𝘺 𝘴𝘵𝘳𝘰𝘯𝘨 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘉2𝘊 𝘴𝘱𝘢𝘤𝘦, 𝘣𝘰𝘵𝘩 𝘥𝘰𝘮𝘦𝘴𝘵𝘪𝘤𝘢𝘭𝘭𝘺 𝘢𝘯𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘮𝘢𝘳𝘬𝘦𝘵. 𝘏𝘰𝘸𝘦𝘷𝘦𝘳, 𝘦𝘊𝘢𝘳𝘊𝘰’𝘴 𝘴𝘢𝘭𝘦𝘴 𝘵𝘰 𝘴𝘮𝘢𝘭𝘭 𝘢𝘯𝘥 𝘮𝘦𝘥𝘪𝘶𝘮 𝘴𝘪𝘻𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘴𝘵𝘢𝘺𝘪𝘯𝘨 𝘧𝘢𝘳 𝘣𝘦𝘭𝘰𝘸 𝘦𝘹𝘱𝘦𝘤𝘵𝘢𝘵𝘪𝘰𝘯𝘴. 𝘛𝘩𝘦 𝘊𝘌𝘖 𝘩𝘢𝘴 𝘪𝘯𝘷𝘪𝘵𝘦𝘥 𝘺𝘰𝘶 𝘵𝘰 𝘩𝘦𝘭𝘱 𝘵𝘩𝘦𝘮 𝘰𝘶𝘵.
How would you approach this business problem?
When ready, check this video below where I present how to approach this problem.
BCG: Tips And Case Interview Examples
The Boston Consulting Group website states something very important: the goal of the hiring process is to get to know you better, which means, in the context of Consulting interviews, understanding how you solve problems .
Remember this: in case interviews, to show how you think is MUCH MORE IMPORTANT than to find an answer to the case .
As a result, you will have case study questions to showcase your problem-solving skills. Likewise, fit interviews have the same purpose: to show what problems you faced and how you resolved them.
- BCG interview prep tips
- BCG’s interactive case tool
- BCG case interview example: climate change challenge
- BCG case interview example: GenCo
- BCG case interview example: FoodCo
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Check out the BCG Hub : A library of 20+ free resources that cover everything you need to secure a job offer at BCG.
Bain: Tips And Case Interview Examples
Bain & Company’s website highlights something very important: successful applicants manage to turn a case interview into a conversation between two consultants .
In other words, you don’t want to appear as a candidate but as a consultant !
To do this, you need to master the main problem-solving techniques that consulting firms want to see.
- Bain interview prep tips here and here
- Bain case interview examples: coffee , fashioco
- Bain case interview sample videos: a first video , a second video
![case study for skills](https://careerinconsulting.com/wp-content/uploads/2019/12/Bain-hub-1024x228.png)
Check out the Bain Hub : A library of 20+ free resources that cover everything you need to secure a job offer at Bain & Company.
Deloitte: Tips And Case Interview Examples
As for the BCG’s section above, the Deloitte website clearly states that in case interviews , it is much more important to show how you think and interact with your interviewer than to find the right answer to the case.
- Deloitte interview prep tips
- Deloitte case interview examples: here (more than 15 case interview examples)
- Deloitte case interview example: Federal Agency
- Deloitte case interview example: Recreation Unlimited
- Deloitte case interview example: Federal benefits Provider
- Deloitte case interview example: Federal Civil Cargo protection Bureau
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Oliver Wyman: Tips And Case Interview Examples
Like the Deloitte website, Oliver Wyman’s website points out that, above all, you must demonstrate your ability to think in a structured, analytical, and creative way.
In other words, there are no right or wrong answers, but only showing how you solve problems matters.
- Oliver Wyman interview prep tips
- Oliver Wyman case interview examples: here (Aqualine) and here (Wumbleworld)
Kearney: Tips And Case Interview Examples
Now it’s time to tell you something you could have heard a hundred times.
Yet too many candidates do it.
Do NOT force your solution to adapt to a standard framework . As a result, this will only take you to a place you don’t want to go: the pool of rejected candidates .
To learn more about this, check the “What Not To Do” section on the AT Kearney website .
- Kearney interview prep tips
- Kearney case interview examples: here and here
- Kearney case book: here
Strategy&: Interview Prep Tips
Strategy& doesn’t provide case study examples on its website, but it shares insights on career progression, which I recommend reading when you prepare for your fit interviews.
- Strategy& interview prep tips
Roland Berger: Tips And Case Interview Examples
I like the examples of case studies presented on the Roland Berger website .
Because the two examples of case studies are very detailed and illustrate the kind of solutions your interviewers expect during case discussions.
- Roland Berger interview prep tips
- A first Roland Berger case interview example: part 1 and part 2
- A second Roland Berger case interview example: part 1 and part 2
Alix Partners: Interview Prep Tips
Like Strategy&, Alix Partners doesn’t provide case study examples on its website.
However, they give an overview of what they are looking for: they want entrepreneurial, self-starter, and analytical candidates, which are skills that all consulting firms highly appreciate .
- Alix Partners interview prep tips
OC&C: Interview Prep Tips
Here are two case study examples from OC&C:
- Imported spirit
- Leisure clubs
253 Case Studies From Business School Case Books
Most of these 253 case study examples are based on case interviews used by consulting firms in real job interviews .
As a result, you can have a good idea of the case study questions you can have when interviewing at these firms .
The Full List Of 253 Free Case Study Examples
- Chicago business school
- Australian Graduate School of Management
- Columbia business school
- Harvard business school
- Wharton business school (2009)
- Wharton busines school (2017)
- Darden business school
Do you want to practice a specific type of case study? Now you can…
I have sorted this list of 253 case studies by type: profitability, market expansion, industry analysis, pricing, investment or acquisition, and guesstimates (also known as market sizing questions).
![case study for skills Full list of case study examples sorted by type](https://careerinconsulting.com/wp-content/uploads/2019/12/Full-list-of-case-studies-sorted-by-type-1024x549.png)
Bonus #1: Know The Types Of Cases You Are Likely To have During Your Interviews
- Profitability cases (29% of cases from that list)
- Investment cases (19% of cases from that list)
- Market sizing questions (15% of cases from that list)
As a result, assuming you’ll have 6 interviews (and therefore 6 case interviews) during the recruitment process:
- “Profitability cases are 29%” means that chances to have 2 profitability case studies during your recruitment process are very high
- “Investment cases are 19%” means that chances to have 1 investment case study during your recruitment process are very high.
- “ Guesstimates are 15%” means that chances of having 1 market sizing question during your recruitment process are high.
Bonus #2: The 10 Cases I Recommend You Doing Now
Over 250 examples of case interviews are a great list, and you may not know where to start.
So, I’ve compiled a list of my 10 favorite case studies.
The 5 case studies I recommend doing if you are a BEGINNER
1. stern case book: drinks gone flat (starting at page 24).
This is a good introduction to a common type of case (declining sales here). I liked the solution presented for this case, particularly how it started by isolating declining sales (what range of products? Volumes or prices, or both?).
2. Stern case book: Sport bar (starting at page 46)
This is an investment case (should you invest in a new bar). Even if the solution presented in this case book is not MECE , it covers the most common quantitative questions you might have in such a case. I recommend doing this case.
3. Stern case book: MJ Wineries (starting at page 85)
This is a profitability case. I liked the solution presented in this case because it illustrates how specific good candidates should be. The case concerns wine, so a good candidate should mention the quality of lands and grapes as important factors.
4. AGSM case book: Piano tuners (starting at page 57)
This is a typical market sizing question. How to answer this type of question is a must-know before going to your interviews.
5. Darden case book: National Logistics (starting at page 49)
Again, this is a very common case (how to reduce costs). I liked the broad range of questions asked in this case, covering key skills assessed by consulting firms during case interviews: brainstorming skills (or creativity), quantitative skills, and business sense.
The 5 case studies I recommend if you are more ADVANCED in your preparation
1. stern: the pricing games (starting at page 55).
This case study asks you to help your client assess different business models. I liked this case because the range of issues to tackle is quite broad.
2. Wharton 2017: Engineer attrition at SLS Oil & Gas Services (starting at page 55)
I liked this case study because the case prompt is uncommon: your client has been facing a very high attrition rate among its population of Engineers. As a result, it’s very unlikely that your solution fits a well-known framework, and you’ll have to demonstrate your problem-solving skills by developing a specific solution.
3. Wharton 2017: Pharma Company Goes International, Outsources Benefits, Integrates New Technology (starting at page 95)
This case is about a client considering outsourcing a part of their activity. Even though I don’t know if this type of case study is very common, I had many case studies like this when I passed my interviews a few years ago. And I always found them difficult!
4. Insead: Gas retail case (starting at page 73)
The question in the problem statement is very broad, making this case difficult. So, only good candidates can have a structured case discussion here.
5. Darden: Fire Proof (starting at page 84)
This is a market entry case. Try to solve it by developing a structure as MECE as possible.
CareerInConsulting.com's Free Resources
Access my exclusive free training to help you prepare for your case interviews .
Besides, you can learn my step-by-step guide to answering market sizing questions .
You’ll get my formula to solve all market sizing questions.
Moreover, if you are a beginner, you can read my article on how to solve business cases (+ a 4-week prep plan to get case interview ready).
Also, check these 11 must-know frameworks to ace your case interviews.
Finally, you can read the articles in the blog section of my website.
That’s quite a list.
To complete this list, check this free case interview course , where you’ll find case questions recently asked in actual interviews.
Now, I’d like to hear from you.
Which key insights were new to you?
Or maybe I have missed something.
Either way, let me know by leaving a comment below.
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You need 4 skills to be successful in all case interviews: Case Structuring, Case Leadership, Case Analytics, and Communication. Enroll in our 4 free courses and discover the proven systems +300 candidates used to learn these 4 skills and land offers in consulting.
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Making Learning Relevant With Case Studies
The open-ended problems presented in case studies give students work that feels connected to their lives.
![case study for skills Students working on projects in a classroom](https://wpvip.edutopia.org/wp-content/uploads/2022/10/00005072_hg.jpg?w=200&quality=85)
To prepare students for jobs that haven’t been created yet, we need to teach them how to be great problem solvers so that they’ll be ready for anything. One way to do this is by teaching content and skills using real-world case studies, a learning model that’s focused on reflection during the problem-solving process. It’s similar to project-based learning, but PBL is more focused on students creating a product.
Case studies have been used for years by businesses, law and medical schools, physicians on rounds, and artists critiquing work. Like other forms of problem-based learning, case studies can be accessible for every age group, both in one subject and in interdisciplinary work.
You can get started with case studies by tackling relatable questions like these with your students:
- How can we limit food waste in the cafeteria?
- How can we get our school to recycle and compost waste? (Or, if you want to be more complex, how can our school reduce its carbon footprint?)
- How can we improve school attendance?
- How can we reduce the number of people who get sick at school during cold and flu season?
Addressing questions like these leads students to identify topics they need to learn more about. In researching the first question, for example, students may see that they need to research food chains and nutrition. Students often ask, reasonably, why they need to learn something, or when they’ll use their knowledge in the future. Learning is most successful for students when the content and skills they’re studying are relevant, and case studies offer one way to create that sense of relevance.
Teaching With Case Studies
Ultimately, a case study is simply an interesting problem with many correct answers. What does case study work look like in classrooms? Teachers generally start by having students read the case or watch a video that summarizes the case. Students then work in small groups or individually to solve the case study. Teachers set milestones defining what students should accomplish to help them manage their time.
During the case study learning process, student assessment of learning should be focused on reflection. Arthur L. Costa and Bena Kallick’s Learning and Leading With Habits of Mind gives several examples of what this reflection can look like in a classroom:
Journaling: At the end of each work period, have students write an entry summarizing what they worked on, what worked well, what didn’t, and why. Sentence starters and clear rubrics or guidelines will help students be successful. At the end of a case study project, as Costa and Kallick write, it’s helpful to have students “select significant learnings, envision how they could apply these learnings to future situations, and commit to an action plan to consciously modify their behaviors.”
Interviews: While working on a case study, students can interview each other about their progress and learning. Teachers can interview students individually or in small groups to assess their learning process and their progress.
Student discussion: Discussions can be unstructured—students can talk about what they worked on that day in a think-pair-share or as a full class—or structured, using Socratic seminars or fishbowl discussions. If your class is tackling a case study in small groups, create a second set of small groups with a representative from each of the case study groups so that the groups can share their learning.
4 Tips for Setting Up a Case Study
1. Identify a problem to investigate: This should be something accessible and relevant to students’ lives. The problem should also be challenging and complex enough to yield multiple solutions with many layers.
2. Give context: Think of this step as a movie preview or book summary. Hook the learners to help them understand just enough about the problem to want to learn more.
3. Have a clear rubric: Giving structure to your definition of quality group work and products will lead to stronger end products. You may be able to have your learners help build these definitions.
4. Provide structures for presenting solutions: The amount of scaffolding you build in depends on your students’ skill level and development. A case study product can be something like several pieces of evidence of students collaborating to solve the case study, and ultimately presenting their solution with a detailed slide deck or an essay—you can scaffold this by providing specified headings for the sections of the essay.
Problem-Based Teaching Resources
There are many high-quality, peer-reviewed resources that are open source and easily accessible online.
- The National Center for Case Study Teaching in Science at the University at Buffalo built an online collection of more than 800 cases that cover topics ranging from biochemistry to economics. There are resources for middle and high school students.
- Models of Excellence , a project maintained by EL Education and the Harvard Graduate School of Education, has examples of great problem- and project-based tasks—and corresponding exemplary student work—for grades pre-K to 12.
- The Interdisciplinary Journal of Problem-Based Learning at Purdue University is an open-source journal that publishes examples of problem-based learning in K–12 and post-secondary classrooms.
- The Tech Edvocate has a list of websites and tools related to problem-based learning.
In their book Problems as Possibilities , Linda Torp and Sara Sage write that at the elementary school level, students particularly appreciate how they feel that they are taken seriously when solving case studies. At the middle school level, “researchers stress the importance of relating middle school curriculum to issues of student concern and interest.” And high schoolers, they write, find the case study method “beneficial in preparing them for their future.”
![case study for skills Counselling Tutor](https://wehya4wsbzj3-u5142.pressidiumcdn.com/wp-content/uploads/2020/08/cropped-Counselling-Tutor-logo-403-x-93-160x39.png)
Writing a Counselling Case Study
As a counselling student, you may feel daunted when faced with writing your first counselling case study. Most training courses that qualify you as a counsellor or psychotherapist require you to complete case studies.
Before You Start Writing a Case Study
![Writing a counselling case study - hands over a laptop keyboard Writing a counselling case study - hands over a laptop keyboard](https://wehya4wsbzj3-u5142.pressidiumcdn.com/wp-content/uploads/2018/04/Writing-a-counselling-case-study-hands-over-a-laptop-keyboard.jpg)
However good your case study, you won’t pass if you don’t meet the criteria set by your awarding body. So before you start writing, always check this, making sure that you have understood what is required.
For example, the ABC Level 4 Diploma in Therapeutic Counselling requires you to write two case studies as part of your external portfolio, to meet the following criteria:
- 4.2 Analyse the application of your own theoretical approach to your work with one client over a minimum of six sessions.
- 4.3 Evaluate the application of your own theoretical approach to your work with this client over a minimum of six sessions.
- 5.1 Analyse the learning gained from a minimum of two supervision sessions in relation to your work with one client.
- 5.2 Evaluate how this learning informed your work with this client over a minimum of two counselling sessions.
If you don’t meet these criteria exactly – for example, if you didn’t choose a client who you’d seen for enough sessions, if you described only one (rather than two) supervision sessions, or if you used the same client for both case studies – then you would get referred.
Check whether any more information is available on what your awarding body is looking for – e.g. ABC publishes regular ‘counselling exam summaries’ on its website; these provide valuable information on where recent students have gone wrong.
Selecting the Client
When you reflect on all the clients you have seen during training, you will no doubt realise that some clients are better suited to specific case studies than others. For example, you might have a client to whom you could easily apply your theoretical approach, and another where you gained real breakthroughs following your learning in supervision. These are good ones to choose.
Opening the Case Study
It’s usual to start your case study with a ‘pen portrait’ of the client – e.g. giving their age, gender and presenting issue. You might also like to describe how they seemed (in terms of both what they said and their body language) as they first entered the counselling room and during contracting.
![Counselling case study - Selecting the client Counselling case study - Selecting the right client for your case study](https://wehya4wsbzj3-u5142.pressidiumcdn.com/wp-content/uploads/2018/04/counselling-case-study-selecting-the-client.jpg)
If your agency uses assessment tools (e.g. CORE-10, WEMWBS, GAD-7, PHQ-9 etc.), you could say what your client scored at the start of therapy.
Free Handout Download
Writing a Case Study: 5 Tips
Describing the Client’s Counselling Journey
This is the part of the case study that varies greatly depending on what is required by the awarding body. Two common types of case study look at application of theory, and application of learning from supervision. Other possible types might examine ethics or self-awareness.
Theory-Based Case Studies
If you were doing the ABC Diploma mentioned above, then 4.1 would require you to break down the key concepts of the theoretical approach and examine each part in detail as it relates to practice. For example, in the case of congruence, you would need to explain why and how you used it with the client, and the result of this.
Meanwhile, 4.2 – the second part of this theory-based case study – would require you to assess the value and effectiveness of all the key concepts as you applied them to the same client, substantiating this with specific reasons. For example, you would continue with how effective and important congruence was in terms of the theoretical approach in practice, supporting this with reasoning.
In both, it would be important to structure the case study chronologically – that is, showing the flow of the counselling through at least six sessions rather than using the key concepts as headings.
Supervision-Based Case Studies
When writing supervision-based case studies (as required by ABC in their criteria 5.1 and 5.2, for example), it can be useful to use David Kolb’s learning cycle, which breaks down learning into four elements: concrete experience, reflective observation, abstract conceptualisation and active experimentation.
Rory Lees-Oakes has written a detailed guide on writing supervision case studies – entitled How to Analyse Supervision Case Studies. This is available to members of the Counselling Study Resource (CSR).
Closing Your Case Study
In conclusion, you could explain how the course of sessions ended, giving the client’s closing score (if applicable). You could also reflect on your own learning, and how you might approach things differently in future.
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Writing A Case Study
Case Study Examples
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Brilliant Case Study Examples and Templates For Your Help
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A Complete Case Study Writing Guide With Examples
Simple Case Study Format for Students to Follow
Understand the Types of Case Study Here
It’s no surprise that writing a case study is one of the most challenging academic tasks for students. You’re definitely not alone here!
Most people don't realize that there are specific guidelines to follow when writing a case study. If you don't know where to start, it's easy to get overwhelmed and give up before you even begin.
Don't worry! Let us help you out!
We've collected over 25 free case study examples with solutions just for you. These samples with solutions will help you win over your panel and score high marks on your case studies.
So, what are you waiting for? Let's dive in and learn the secrets to writing a successful case study.
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- 1. An Overview of Case Studies
- 2. Case Study Examples for Students
- 3. Business Case Study Examples
- 4. Medical Case Study Examples
- 5. Psychology Case Study Examples
- 6. Sales Case Study Examples
- 7. Interview Case Study Examples
- 8. Marketing Case Study Examples
- 9. Tips to Write a Good Case Study
An Overview of Case Studies
A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied.
Case studies are often used in psychology, business, and education to explore complicated problems and find solutions. They usually have detailed descriptions of the subject, background info, and an analysis of the main issues.
The goal of a case study is to provide a comprehensive understanding of the subject. Typically, case studies can be divided into three parts, challenges, solutions, and results.
Here is a case study sample PDF so you can have a clearer understanding of what a case study actually is:
Case Study Sample PDF
How to Write a Case Study Examples
Learn how to write a case study with the help of our comprehensive case study guide.
Case Study Examples for Students
Quite often, students are asked to present case studies in their academic journeys. The reason instructors assign case studies is for students to sharpen their critical analysis skills, understand how companies make profits, etc.
Below are some case study examples in research, suitable for students:
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Case Study Example in Software Engineering
Qualitative Research Case Study Sample
Software Quality Assurance Case Study
Social Work Case Study Example
Ethical Case Study
Case Study Example PDF
These examples can guide you on how to structure and format your own case studies.
Struggling with formatting your case study? Check this case study format guide and perfect your document’s structure today.
Business Case Study Examples
A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on several details related to the initial challenge and proposed solution.
To help you out, here are some samples so you can create case studies that are related to businesses:
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Here are some more business case study examples:
Business Case Studies PDF
Business Case Studies Example
Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It allows your prospects to see how your solutions address their needs.
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Medical Case Study Examples
Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients.
Here are some medical case study examples to help you.
Medical Case Study Example
Nursing Case Study Example
Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.
Psychology Case Study Examples
Case studies are a great way of investigating individuals with psychological abnormalities. This is why it is a very common assignment in psychology courses.
By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior.
For your help, here are some interesting psychology case study examples:
Psychology Case Study Example
Mental Health Case Study Example
Sales Case Study Examples
Case studies are important tools for sales teams’ performance improvement. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.
By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.
Sales Case Study Example
Interview Case Study Examples
Interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.
Interview Case Study Example
Marketing Case Study Examples
Marketing case studies are real-life stories that showcase how a business solves a problem. They typically discuss how a business achieves a goal using a specific marketing strategy or tactic.
They typically describe a challenge faced by a business, the solution implemented, and the results achieved.
This is a short sample marketing case study for you to get an idea of what an actual marketing case study looks like.
: ABC Solutions, a leading provider of tech products and services.
Engaging and informative content highlighting products and services. Incorporating real-world examples to showcase the impact of ABC Solutions. Utilizing analytics to refine content strategies. Aligning content with customer needs and pain points. Content marketing efforts led to a significant boost in brand visibility. Compelling narratives highlighting how products and services transformed businesses.
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Here are some more popular marketing studies that show how companies use case studies as a means of marketing and promotion:
“Chevrolet Discover the Unexpected” by Carol H. Williams
This case study explores Chevrolet's “ DTU Journalism Fellows ” program. The case study uses the initials “DTU” to generate interest and encourage readers to learn more.
Multiple types of media, such as images and videos, are used to explain the challenges faced. The case study concludes with an overview of the achievements that were met.
Key points from the case study include:
- Using a well-known brand name in the title can create interest.
- Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
- Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.
“The Met” by Fantasy
“ The Met ” by Fantasy is a fictional redesign of the Metropolitan Museum of Art in New York City, created by the design studio Fantasy. The case study clearly and simply showcases the museum's website redesign.
The Met emphasizes the website’s features and interface by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.
For those who prefer text, each feature includes an objective description. The case study also includes a “Contact Us” call-to-action at the bottom of the page, inviting visitors to contact the company.
Key points from this “The Met” include:
- Keeping the case study simple and clean can help readers focus on the most important aspects.
- Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
- Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.
“Better Experiences for All” by Herman Miller
Herman Miller's minimalist approach to furniture design translates to their case study, “ Better Experiences for All ”, for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.
The case study presents a wealth of information in a concise format, enabling users to grasp the complexities of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.
Key points from the “Better Experiences” include:
- Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
- Include a list of products that were used in the project to guide potential customers.
“NetApp” by Evisort
Evisort's case study on “ NetApp ” stands out for its informative and compelling approach. The study begins with a client-centric overview of NetApp, strategically directing attention to the client rather than the company or team involved.
The case study incorporates client quotes and explores NetApp’s challenges during COVID-19. Evisort showcases its value as a client partner by showing how its services supported NetApp through difficult times.
- Provide an overview of the company in the client’s words, and put focus on the customer.
- Highlight how your services can help clients during challenging times.
- Make your case study accessible by providing it in various formats.
“Red Sox Season Campaign,” by CTP Boston
The “ Red Sox Season Campaign ” showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, there are videos of Red Sox players, their images, and print ads that can be enlarged with a click.
The page features an intuitive design and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. There’s also a CTA that prompts viewers to learn how CTP can create a similar campaign for their brand.
Some key points to take away from the “Red Sox Season Campaign”:
- Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
- Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.
“Airbnb + Zendesk” by Zendesk
The case study by Zendesk, titled “ Airbnb + Zendesk : Building a powerful solution together,” showcases a true partnership between Airbnb and Zendesk.
The article begins with an intriguing opening statement, “Halfway around the globe is a place to stay with your name on it. At least for a weekend,” and uses stunning images of beautiful Airbnb locations to captivate readers.
Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.
Some key points to take away from this case study are:
- Use client's offerings' images rather than just screenshots of your own product or service.
- To begin the case study, it is recommended to include a distinct CTA. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.
“Influencer Marketing” by Trend and WarbyParker
The case study "Influencer Marketing" by Trend and Warby Parker highlights the potential of influencer content marketing, even when working with a limited budget.
The “Wearing Warby” campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use.
This strategy enhanced the brand's relatability with influencers' followers. While not detailing specific tactics, the case study effectively illustrates the impact of third-person case studies in showcasing campaign results.
Key points to take away from this case study are:
- Influencer marketing can be effective even with a limited budget.
- Showcasing products being used in everyday life can make a brand more approachable and relatable.
- Third-person case studies can be useful in highlighting the success of a campaign.
Marketing Case Study Template
Marketing Case Study Example
Now that you have read multiple case study examples, hop on to our tips.
Tips to Write a Good Case Study
Here are some note-worthy tips to craft a winning case study
- Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
- Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
- Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
- Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
- Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.
There you go!
We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!
Having said that, we do understand that some of you might be having a hard time writing compelling case studies.
But worry not! Our expert case study writing service is here to take all your case-writing blues away!
With 100% thorough research guaranteed, our online essay service can craft an amazing case study within 24 hours!
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Customer Service Case Studies: Real-Life Examples Of Service Scenarios.
Are you looking for real-life examples of customer service scenarios that can help you improve your own customer service skills? Look no further!
In this article, we will explore a series of case studies that highlight different aspects of effective customer service. These case studies will provide you with valuable insights into how to handle challenging situations, resolve issues, and create positive experiences for your customers.
Customer service plays a crucial role in the success of any business. It is not just about answering phone calls or responding to emails; it is about building relationships and exceeding customer expectations. By studying real-life examples, you can gain a deeper understanding of the importance of effective customer service and learn strategies to enhance your own skills.
In each case study, we will delve into different scenarios and examine how businesses successfully handled them. From resolving product quality issues to dealing with difficult customers, these case studies will showcase various approaches and solutions that you can apply in your own work.
Get ready to dive into these insightful stories that demonstrate the power of exceptional customer service!
Table of Contents
Key Takeaways
- Effective customer service is crucial for the success of a business.
- Empathy and proactive customer service are essential aspects of providing excellent customer service.
- Prompt resolution of product quality issues, with notification and compensation for affected customers, helps maintain customer satisfaction and loyalty.
- Handling difficult customers with a calm and empathetic approach, offering alternatives, and empowering them to make choices can build trust and loyalty.
The Importance of Effective Customer Service
You can’t underestimate the impact of great customer service – it’s like a warm cup of coffee on a chilly morning, instantly making you feel valued and appreciated.
In today’s competitive business landscape, providing effective customer service is more important than ever. Customers have numerous options at their fingertips, and one bad experience can send them running to your competitors. That’s why empathy plays a crucial role in customer service.
When customers feel understood and cared for, they’re more likely to become loyal advocates for your brand. Empathy is the ability to understand and share the feelings of others. In customer service, this means putting yourself in the shoes of your customers and genuinely listening to their concerns.
By showing empathy, you demonstrate that you value their emotions and are committed to finding a solution that meets their needs. This not only helps resolve issues effectively but also builds trust and strengthens the relationship with your customers.
Proactive customer service is another essential aspect of providing exceptional support. Instead of waiting for customers to come to you with problems or complaints, proactive customer service involves anticipating their needs and addressing any potential issues before they arise.
This approach shows that you’re dedicated to delivering an outstanding experience from start to finish. By taking the initiative, you can prevent problems from escalating and create positive interactions that leave a lasting impression on your customers.
The importance of effective customer service cannot be overstated. Empathy allows you to connect with your customers on a deeper level by understanding their emotions and concerns. Proactive customer service demonstrates your commitment to going above and beyond expectations by anticipating needs before they become problems.
By prioritizing these aspects in your approach to customer service, you can foster loyalty, build strong relationships with customers, and ultimately drive success for your business.
Case Study 1: Resolving a Product Quality Issue
Resolving a product quality issue can be challenging, but did you know that 86% of customers are more likely to repurchase from a company that resolves their complaint? When faced with a product quality issue, it’s important for companies to take immediate action and address the problem effectively.
One notable case study involves a product recall due to safety concerns. The company promptly notified customers about the recall through multiple channels such as email, social media, and website announcements. This proactive approach not only ensured customer safety but also demonstrated the company’s commitment to resolving the issue.
To further enhance customer satisfaction during this challenging time, the company offered compensation to affected customers. The compensation included a full refund for the recalled product as well as additional discounts on future purchases. By going above and beyond in compensating their customers, the company not only mitigated any potential negative feelings but also showed genuine concern for their customers’ wellbeing.
In addition to addressing individual complaints, the company took steps towards preventing similar issues in the future. They implemented stricter quality control measures throughout their production process and conducted thorough inspections before releasing any products into the market. This proactive approach reassured customers that their concerns were taken seriously and instilled confidence in the brand’s commitment to delivering high-quality products.
By resolving a product quality issue promptly and ensuring customer satisfaction through compensation and preventive measures, companies can not only retain existing customers but also build trust with new ones. It’s crucial for businesses to recognize that effective customer service goes beyond simply resolving complaints; it requires taking responsibility for failures, implementing meaningful solutions, and continuously improving processes to prevent similar issues from arising again in the future.
Case Study 2: Handling a Difficult Customer
Navigating through challenging interactions with clients can be a test of your company’s ability to handle difficult situations. Dealing with angry customers requires a delicate balance of empathy, patience, and problem-solving skills.
One real-life example of a company successfully managing a difficult situation involved an irate customer who had received a damaged product.
In this case, the customer contacted the company’s customer service department immediately after receiving the damaged product. The representative on the phone remained calm and empathetic throughout the conversation, acknowledging the customer’s frustration. They apologized sincerely for any inconvenience caused and assured the customer that they would resolve the issue promptly.
The representative then offered several options to address the problem, including sending a replacement or providing a refund. By presenting these alternatives, they empowered the customer to choose what solution best suited their needs. This approach helped defuse tension and created an atmosphere of collaboration rather than confrontation.
Ultimately, by effectively managing this difficult situation and prioritizing customer satisfaction, the company not only resolved the issue but also built trust and loyalty with their client base.
Case Study 3: Going Above and Beyond for a Customer
Exceeding expectations and leaving a lasting impression, one company went the extra mile to ensure a memorable experience for a dissatisfied client. The customer, let’s call her Sarah, had purchased a high-end laptop from this company but encountered numerous technical issues soon after receiving it. Frustrated with the product’s performance and the lack of support she received initially, Sarah reached out to the company’s customer service department for assistance.
To address Sarah’s concerns promptly, the customer service representative assigned to her case took immediate action. Recognizing that resolving her technical issues alone would not suffice in restoring Sarah’s trust and satisfaction, they decided to go above and beyond what was expected. The representative personally followed up with Sarah daily to provide updates on their progress in fixing her laptop. They also offered additional compensation for the inconvenience caused by sending her a complimentary accessory package.
In addition to their exceptional level of communication, this company created a personalized experience for Sarah through small gestures that left an indelible mark on her overall perception of their brand. One example was when they surprised her by upgrading her laptop’s warranty without any additional cost. This unexpected act not only demonstrated their commitment to providing quality products but also highlighted their dedication towards ensuring customer satisfaction.
Action Taken | Outcome | Result |
---|---|---|
Daily follow-ups | Keeping Sarah informed about progress | Strengthened trust and confidence in the company |
Complimentary accessory package | Compensation for inconvenience | Positive brand perception and increased loyalty |
Upgraded warranty | Enhanced product value | Increased customer satisfaction and long-term relationship |
By going above and beyond in addressing Sarah’s concerns and surpassing her expectations at every turn, this company exemplified outstanding customer service. Their proactive approach not only resolved technical issues efficiently but also left a lasting impression on Sarah concerning how much they valued her as a loyal customer. Through personalized attention, generous compensation, and unexpected upgrades, they not only ensured Sarah’s satisfaction but also fostered a long-term relationship based on trust and loyalty. This case study serves as a powerful reminder that going the extra mile can make all the difference in customer satisfaction and retention.
Case Study 4: Turning a Negative Review into a Positive Experience
If your business has ever received negative feedback, it’s important to know how to turn that experience into a positive one.
In this case study, we will explore how a business addressed a customer’s concerns and transformed their perception from negative to positive.
By taking the necessary steps and going above and beyond, the business not only resolved the issue but also improved their reputation in the process.
The negative feedback received by the business
Despite your best efforts, your business was bombarded with a barrage of scathing feedback that left you reeling. Customers expressed their dissatisfaction with the quality of your products and the poor customer service they received.
These negative reviews not only affected customer retention but also posed a threat to your brand reputation. The negative feedback highlighted areas where improvements were needed. It pointed out flaws in your product design, manufacturing processes, and communication channels.
While it may be disheartening to receive such criticism, it presents an opportunity for you to address these issues and enhance the overall customer experience. By acknowledging the shortcomings and taking immediate action to rectify them, you can regain customers’ trust and loyalty while rebuilding your brand’s reputation.
The steps taken to address the customer’s concerns
After receiving the negative feedback, we quickly took action to address the customer’s concerns and improve our products and services. We understand that addressing customer complaints is essential for maintaining a positive reputation and ensuring customer satisfaction.
Our first step was to reach out to the customer directly, expressing our apologies for any inconvenience caused and assuring them that their concerns were being taken seriously.
To resolve the customer’s issues, we implemented a thorough investigation into the matter. This involved examining the specific details of their complaint, evaluating our internal processes, and identifying any areas where improvements could be made. By conducting this analysis, we were able to pinpoint the root cause of the problem and develop an effective solution.
Once we identified areas for improvement, we promptly made necessary changes to prevent similar issues from occurring in the future. This included updating our training programs for staff members involved in customer service interactions and enhancing quality control measures throughout our production process. We also communicated these updates transparently with all relevant stakeholders to ensure everyone understood our commitment to resolving customer issues.
Addressing customer complaints is not just about solving individual problems; it is about continuously improving our overall products and services. By taking immediate action upon receiving negative feedback, we demonstrate our dedication to providing exceptional experiences for every customer.
We remain committed to resolving any issues promptly while striving to exceed expectations in delivering high-quality products and top-notch service.
The transformation of the customer’s perception and improved reputation
Now that the steps have been taken to address the customer’s concerns, let’s discuss the transformation of their perception and the improved reputation of your business.
By promptly addressing the customer’s issues and providing a satisfactory resolution, you’ve demonstrated your commitment to customer satisfaction. This level of responsiveness not only resolves the immediate problem but also leaves a lasting impression on the customer.
As a result, their perception of your brand is likely to improve significantly. They’ll appreciate your willingness to listen, understand, and take action to rectify any issues they may have faced. This positive experience can lead to increased brand loyalty as customers recognize that you value their feedback and are committed to delivering exceptional service.
To further enhance customer satisfaction and foster brand loyalty, consider implementing these strategies:
- Personalized follow-up: Reach out to customers after resolving their concerns with personalized messages or phone calls. This gesture shows that you genuinely care about their experience and want to ensure their ongoing satisfaction.
- Proactive communication: Keep customers informed about any changes or improvements related to the issue they encountered. Sharing updates showcases transparency and builds trust in your ability to continuously improve.
- Loyalty rewards program: Offer incentives or exclusive benefits for loyal customers who continue choosing your brand despite any initial challenges they may have faced. Rewarding their loyalty encourages repeat business and strengthens long-term relationships.
By investing in improving customer satisfaction and building brand loyalty, you can create a positive reputation for your business while fostering long-term success in an increasingly competitive market.
Frequently Asked Questions
What are the key elements of effective customer service.
Effective customer service requires several key elements.
One interesting statistic is that 86% of customers are willing to pay more for a better customer experience. This highlights the importance of providing exceptional service.
Effective communication plays a crucial role in customer service as it allows you to understand the needs and concerns of your customers, while also conveying information clearly and concisely.
Empathy and understanding are equally important, as they enable you to connect with customers on an emotional level, showing them that their satisfaction is your top priority.
By incorporating these elements into your customer service approach, you can create positive experiences that leave a lasting impression on your customers.
How can companies measure the success of their customer service efforts?
To measure the success of your customer service efforts, you can utilize various customer satisfaction metrics and conduct thorough customer feedback analysis.
Customer satisfaction metrics, such as Net Promoter Score (NPS) or Customer Effort Score (CES), provide valuable insights into how satisfied your customers are with the service they received. These metrics allow you to quantify customer sentiment and identify areas for improvement.
Additionally, analyzing customer feedback through surveys or social media monitoring enables you to understand specific pain points and address them proactively.
By consistently measuring these indicators and taking action based on the results, you can continuously enhance your customer service performance and ensure a positive experience for your customers.
What are some common challenges faced by customer service representatives?
Handling difficult customers and managing high call volumes can be incredibly challenging for customer service representatives. Dealing with irate customers can feel like trying to calm a hurricane with a feather, as their frustrations can reach astronomical levels. It requires an extraordinary level of patience and empathy to navigate through their anger and find a resolution that satisfies both parties.
Additionally, managing high call volumes can feel like juggling flaming swords while walking on a tightrope. The constant influx of calls puts immense pressure on representatives to provide quick and efficient assistance without compromising the quality of service.
However, despite these Herculean tasks, customer service representatives rise above the challenges by employing exceptional communication skills, problem-solving abilities, and an unwavering commitment to customer satisfaction.
How can companies improve their customer service skills and knowledge?
To improve their customer service skills and knowledge, companies should invest in comprehensive training programs that provide employees with the necessary tools and techniques to handle different scenarios. These programs can include modules on effective communication, problem-solving, and empathy to ensure that representatives are equipped to handle any customer interactions.
Additionally, implementing feedback systems that allow customers to provide their input and suggestions can also be beneficial. This feedback can help identify areas for improvement and enable companies to make necessary adjustments in their processes or training programs.
By prioritizing ongoing training initiatives and actively seeking customer feedback, companies can continually enhance their customer service skills and knowledge, leading to improved overall customer satisfaction levels.
What are some best practices for handling customer complaints and resolving issues?
When it comes to handling customer complaints and resolving issues, think of yourself as a skilled navigator guiding a ship through stormy waters. Customer feedback is like the wind, sometimes gentle and other times fierce, but always pushing you towards improvement.
Conflict resolution is your compass, helping you find the right path to address concerns and turn unhappy customers into satisfied ones. Actively listen to their grievances, empathize with their frustrations, and offer swift solutions that demonstrate your commitment to their satisfaction.
By taking ownership of the problem and going above and beyond to resolve it, you can transform a dissatisfied customer into a loyal advocate for your brand.
In conclusion, effective customer service is crucial for businesses to thrive in today’s competitive market. As demonstrated by the case studies discussed, handling product quality issues, difficult customers, and negative reviews with empathy and proactive solutions can turn potentially negative experiences into positive ones.
One interesting statistic that highlights the impact of great customer service is that 86% of consumers are willing to pay more for a better customer experience (Source: PwC). This statistic evokes an emotional response as it emphasizes the value customers place on exceptional service. By investing in providing top-notch customer service, businesses not only create loyal customers but also have the potential to increase their revenue.
To ensure success in customer service scenarios, it is essential for businesses to empower their employees with proper training and resources. By equipping them with problem-solving skills, effective communication techniques, and a genuine desire to help customers, companies can build strong relationships and foster trust. Additionally, embracing technology solutions such as AI-powered chatbots or self-service options can streamline processes and provide faster resolutions.
In summary, delivering exceptional customer service requires a proactive approach that focuses on resolving issues promptly while exceeding expectations. By prioritizing the needs of customers and going above and beyond to provide personalized solutions, businesses can create memorable experiences that result in increased customer satisfaction and loyalty. Remember, investing in superior customer service is not just about satisfying your current customers; it’s about attracting new ones who’re willing to pay more for an outstanding experience.
The eSoft Editorial Team, a blend of experienced professionals, leaders, and academics, specializes in soft skills, leadership, management, and personal and professional development. Committed to delivering thoroughly researched, high-quality, and reliable content, they abide by strict editorial guidelines ensuring accuracy and currency. Each article crafted is not merely informative but serves as a catalyst for growth, empowering individuals and organizations. As enablers, their trusted insights shape the leaders and organizations of tomorrow.
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Case Studies Showcase
Educational stage, award level.
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Elevating a Manufacturing Company’s Retail Leadership Skills and Competencies
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Executive Summary
The American-based retail arm of a multinational manufacturing company partnered with Judge to revolutionize its leadership development, creating a program that embeds essential skills early and supports continuous leader growth. This strategic collaboration resulted in a tailored curriculum, fostering leadership unity and enhancing internal promotion capabilities.
The Challenge: A n eed for an im proved leadership development program
The American-based retail arm of a multinational manufacturing company sought to unify its leadership under a cohesive philosophy, emphasizing the development of soft skills and strategic thinking. Despite an initial training program for new leaders, the company recognized the need for a continuous development framework that would evolve with its leaders’ journey up the corporate ladder. The company required a program designed to embed essential soft skills and strategies early on, while also ensuring continuous growth and development for leaders as they advanced within the organization. Initially, leaders received training at the beginning of their roles, but there was no continuous development program in place to support them as they took on new responsibilities over the years.
The company’s desire to increase internal promotion rates highlighted the necessity for such a program. However, it lacked the internal bandwidth and a team large enough to develop and implement this initiative. Moreover, the company needed to foster more connection and collaboration across departments, as there was a noticeable disconnect affecting the overall synergy.
The Solution: A thorough needs assessment
The company partnered with The Judge Group to establish a standardized leadership process aligned with the company’s core philosophies and policies. The ultimate output goal was a sustainable leadership development program that would support leaders continuously throughout their careers within the organization. The collaboration with stakeholders was integral, characterized by regular weekly meetings, fostering a true partnership from inception to completion. Judge initiated the project by conducting a thorough needs assessment to pinpoint the essential competencies required. Subsequently, Judge crafted a tailored curriculum addressing the skills and knowledge required for multiple levels of leadership to succeed within each identified competency.
Throughout the three-year engagement, Judge always maintained a team of at least six professionals, including a learning strategist, 3 instructional designers, and a program and a project manager, dedicated to this project. Central to this endeavor was the learning strategist, who played a pivotal role in creating a partnership with subject matter experts, identifying core competencies, designing a comprehensive curriculum map, and delving into extensive areas of expertise.
Judge developed curriculum for twelve competencies, encompassing e-learning modules, videos, virtual instructor led sessions and practical exercises, resulting in numerous deliverables. Judge demonstrated adaptability and flexibility, calibrating the project’s pace to match the client’s workload and velocity requirements.
The Result: Creating an impact
The meticulous needs assessment by Judge a t the very start of the engagement proved to be a cornerstone in pinpointing the company ’s challenges, which paved the way for an impactful leadership training program. This initiative has significantly bolstered the executive team’s confidence in their leadership offerings. With a clearer grasp of its leadership requirements, the company has now positioned Judge at the forefront of its operations, and there is now a se cond project pending. This engagement has not only solidified Judge ’s status as the company ’s premier partner but also stands as a testament to the substantial outcomes derived from their collaboration.
Collaborating with Judge Learning on this project has truly been a transformative experience. Clear communication and timely deliverables showcased their professionalism, and we are eager to continue working with this outstanding team in the future. Their impact on our organization and the lessons learned will undoubtedly resonate for years to come. – Sr. Manager of Learning in Retail
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8 coaches share the case studies they would highlight to show results.
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Case studies are an excellent way to prove that your business produces good results for its clients and that you are an authority in your industry. They can be an especially effective way for a coach to share information on their processes and proven results, especially for clients who may be new to the coaching process and unsure of its ultimate purpose or value.
However, to maximize the effectiveness of a case study for sharing with potential coaching clients, you need to be strategic in choosing which success stories you’ll highlight. So which cases are likely to prove the most persuasive? Here, eight members of Forbes Coaches Council share the focus and results of cases from their own careers that they would choose to feature in case studies.
Members of Forbes Coaches Council share the case studies they would highlight to show results.
1. A Client Who Saw An Increase In Income Over A Short Period
I’d highlight a client who more than doubled her income in eight months. The case would relate to three things: the struggles my ideal client is experiencing now, the potential roadblocks and/or hesitancy my ideal client might have about investing in working with me, and the optimal results my ideal client desires. I’d avoid sharing results that seem too far out of reach from where my ideal client is now. - Simone Craig , SLC Global LLC
2. A Client Who Is Open-Minded And Consistent
I focus on highlighting the clients who are the most open-minded and consistent. These are the clients who are executing the plans we have worked on and who actually do the work. They are the clients worth highlighting because they trust the process, invest in themselves and show the best results. - Jon Dwoskin , The Jon Dwoskin Experience
Forbes Coaches Council is an invitation-only community for leading business and career coaches. Do I qualify?
3. A Client Who Made Me Question All That I Know
I would highlight a case that made me think and question all that I know. These kinds of cases, although challenging, have the greatest lessons for me. They push me to sit down with people who hold contrary perspectives, challenge my existing mindset and question my knowledge and beliefs. They force me—the coach—to extend my self solution differently and effectively meet the client where they are. - Rittu Sinha , The Balanced Bandwagon
4. A Client Who Made Significant Incremental Strides
As a neuroscience coach, one of the outcomes of my coaching interventions is greater neuro-agility. A recent client of mine made significant strides over a 12-month period, increasing her neuro-agility through optimizing key brain drivers—specifically, her brain fitness and sleep. Her results, both professionally and personally, were outstanding. Incremental change delivers progress. - Arthi Rabikrisson , Prerna Advisory
5. A Client Who Saw Success Through Learning New Skills
We have a multitude of clients who were promoted to managerial positions but who lacked the necessary skills to be effective managers. As a result of our training, they’ve become coaches and more effective leaders of their teams. One example is a leader who went through our training program and, as a result of his new skills and tools, increased his team engagement and overall sales substantially. - Aaron Levy , Raise The Bar
6. A Client Who Gained Motivation And Perspective
The cases that have intrigued me have been those in which a client who was initially unresponsive, unmotivated and uninterested at the onset suddenly discovered newfound energy and zest for life when “something clicked” in their mind. In one case, it was a trigger brought about by a new perspective that the client had not considered, achieved by using visualization to unlock a sense of new possibilities. - Thomas Lim , Singapore Public Service, SportSG
7. A Client Who Made It Through A Major Transition
I wrote a case study on a functional lead moving from one role to leading a tremendous growth effort in another organization. This individual was extremely humble, worried about how they were perceived and focused at the project level. As they were walking into the new company and new role, we worked to build a team of top talent, set a strategy and build relationships. They had outrageous success. - Kimberly Janson , Janson Associates, LLC
8. A Client Who Inspired Me After A Career Change
One that comes to mind is a client who started in one direction in her career during our work but made progress and changed careers by the end of our coaching sessions. This inspired me. It let me know our work with her mattered, and it made a big difference to both her and her family—not just money-wise, but also because she reinvented herself to take on much more meaningful work. Finding and pursuing a mission like this matters. - John M. O’Connor , Career Pro Inc.
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25 Skills needed for case management – Skill set checklist…
Home » 25 Skills needed for case management – Skill set checklist…
Do you think you have what it takes to become a case manager?
Take a look at skill set checklist below to see if you have the traits needed to succeed in this industry.
Of course, there is much more to case management than these 25 skills, such as training, qualifications, education, experience… but it’s a good place to start!
With our extensive knowledge and experience of this industry, we believe a successful case manager is…
- Responsible
- Knowledgeable
- Resourceful
- Collaborative.
These are umbrella terms, but there are plenty of skills that fall into these categories.
Keep reading to find out exactly what we mean by these 5 terms, the skills that fall under each one and how your personality traits might fit into them…
![case study for skills Responsible - case manager skills](https://ajcasemanagement.com/wp-content/uploads/2018/10/Responsible-case-manager-skills.jpg)
1. Responsible
Of course, taking on this kind of role is a big responsibility. You may be responsible for the client’s medication, therapy, rehabilitation, finance management, involvement with the community and education.
Although you might not necessarily provide these things for the client yourself, you will have the responsibility of managing and organising these aspects…
2. Organisation
Organisation is the key to handling your responsibilities. With multiple clients, rehabilitation plans, medical appointments, therapy sessions, meetings (the list goes on…) you will need to rely on your organisation in this profession.
3. Delegation
With all the duties and tasks you’ve got the responsibility of managing, delegation is a skill any successful case manager needs to learn.
It can be easy to feel overwhelmed, but it’s vital not to spread yourself too thin. Always remember, quality over quantity. If you need a helping hand, make sure to delegate tasks to the appropriate team members.
4. Time management
A big part of being a responsible case manager is having excellent time management.
Turning up to appointments in plenty of time, making sure care plans have suitable time frames and allowing time for admin work all rely on this crucial skill.
5. Commitment
The final skill that showcases how responsible you are in your role – commitment.
Whether this is going the extra mile for a client, team member or medical professional, your commitment to the job is an infectious trait shows how enthusiastic you are. This is sure to go a long way in case management!
![case study for skills Personable - case manager skills](https://ajcasemanagement.com/wp-content/uploads/2018/10/Personable-case-manager-skills.jpg)
6. Personable
The dictionary defines personable as someone who is friendly, outgoing and easily able to talk to people.
In this industry you will deal with a vast array of different personalities and characters. No matter who you’re working with, you must stay positive and approachable…
7. Approachable
This is important in many client-facing roles, but it is especially significant in this industry. When you begin to work with a new client, they may be vulnerable, anxious, frustrated or frightened.
There is no ‘normal’ when dealing with serious injuries, so you can’t predict how they are going to interact with you.
That is why you need to enter all situations in an approachable manner, so clients feel comfortable working with you.
8. Friendly
This goes hand in hand with approachability. Displaying an unpleasant attitude will have a negative affect on anyone you work with, not just clients.
An open mind and a friendly attitude will see you far in case management (a big smile helps too!).
9. Kind
As a case managers job is to help, support and guide, a kind-hearted nature is at the core of everything we do.
This helps us to make the right decisions that are truly in the client’s best interest, and not just simply going with the easiest or most direct route of rehabilitation.
10. Courteous
Who doesn’t appreciate a courteous ‘please’ and ‘thank you’?
This isn’t all that this skill requires. It is about being considerate and respectful to everyone you work with, and not over stepping any boundaries.
![case study for skills Knowledgeable - case manager skills](https://ajcasemanagement.com/wp-content/uploads/2018/10/Knowledgeable-case-manager-skills-1.jpg)
11. Knowledgeable
At AJCM we are constantly topping up our knowledge of the latest news and developments in the industry. From training courses, new qualifications and study days, like the one we hosted below…
A case manager never stops learning and you must be open to gaining knowledge of new practices and techniques.
12. Understanding
By this we mean an openness to gaining understanding of new models and ways of working, but also an understanding of people.
You may think we are being vague, but a deeper understanding that everyone has their own unique journey is key to succeeding in this job. You very quickly learn in this industry that there is no ‘one size fits all’, and you need to take the time to understand each and every individual.
13. IT knowledge
Writing accurate reports, filing client information in online systems and navigating online booking systems all require a good level of computer knowledge.
You certainly don’t need to be an expert, but this knowledge is important for being efficient in your role.
14. Cultural sensitivity
Knowledge of different cultures, religions, societies and ethnic backgrounds is extremely helpful for being a successful case manager.
Cultural sensitivity is an important skill when working with a wide range of clients so that you are aware of their requirements or boundaries.
15. Background knowledge
Having good background knowledge of your clients or team members is certainly a useful skill to have in this profession.
Not only this, but remembering important background knowledge and using it to tailor your care or work is the key to being a fantastic case manager.
![case study for skills Resourceful - case manager skills](https://ajcasemanagement.com/wp-content/uploads/2018/10/Resourceful-case-manager-skills.jpg)
16. Resourceful
Any case manager will know that resourcefulness is the lifeline you need to get through challenging everyday tasks.
‘Having the ability to find quick and clever ways to overcome difficulties’ is the official definition and is the perfect description of this job role.
There is no easy rehabilitation and recovery, and just when you think you’ve dealt with every kind of obstacle, a new one is on its way to greet you. But, it is incredibly fulfilling when you use your resourcefulness to solve the greatest of challenges…
17. Adaptable
You could be in a new and different environment every day. Medical facilities, client homes, therapy centres, doctors’ offices, nursing homes are some examples, just to name a few.
You need the ability to adapt to different situations and environments so that you can continue to deliver support and high standard services.
18. Creative
Although you may not realise it, this role does require a lot of creativity.
It might not be in the traditional sense (we don’t write up our reports with acrylic paint), but tactical creativity is a resourceful skill we use to overcome everyday challenges.
This could be finding ways to transport an immobile client, adapting someone’s job role to the requirements of their injury or sparking a young person’s interest in education again.
19. Persuasive
This can sometimes go hand in hand with resourceful creativity. If you’ve created a fantastic solution that might be a little bit out of the ordinary, you may need to use appropriate persuasion skills to educate the client or team member on why it’s the best choice.
20. Decision making
Every day as a case manager you will need to use your initiative to make important decisions.
You may sometimes refer with team members or other professionals, but as you develop in your career and gain more experience you will rely more on your decision-making skills.
![case study for skills Collaborative - case manager skills](https://ajcasemanagement.com/wp-content/uploads/2018/10/Collaborative-case-manager-skills.jpg)
21. Collaborative
As we tell those suffering with an injury that no one should face rehabilitation on their own, the same can be said for a case manager.
Working as a team is a vital part of the job and you certainly need collaborative skills to get the best out of yourself and your colleagues.
22. Communication
When dealing with rehabilitation, medication and therapy plans you will rely heavily on your ability to communicate effectively.
If your message gets misconstrued it could have serious consequences, so you always need to be certain that you are being understood clearly by team members and clients.
23. Tolerance
Working collaboratively can require a certain level of tolerance at times. Whether this is with team members, clients or medical professionals, you need to be tolerant of other people’s requirements, workloads and boundaries.
24. Problem solving
Although you will make many decisions by yourself to solve problems, you will also need to work as a team to find solutions to challenging tasks.
A collaborative approach to problem solving isn’t something everyone is used to, but it is certainly a skill you quickly learn in case management.
25. Role modelling
All of these skills will create the perfect case manager role model that others can look up to.
Even with years of experience in the industry, we always recommend looking up to someone and learning from their expertise or way of working.
After all, there is always room for improvement!
Using our skills to deliver the best service at AJ Case Management
At AJCM we have strong core values that guide us through our everyday work.
Each day we strive to be better and improve our knowledge of this ever-growing industry.
These 25 skills are just a small insight into our roles to give you a better understanding of what we do.
If there are any skills you think we have missed, please feel free to let us know in the comments.
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Skills Training Links Psychological Safety to Revenue Growth
Skills training for executives highlighting psychological safety and perspective-taking have been shown to improve business outcomes..
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Many organizations around the world recognize psychological safety (PS) as being crucial for innovation, collaboration, and transformation. Briefly put, psychological safety describes an environment in which candor is expected and won’t be penalized. Although it’s often covered in leadership training, most organizations struggle to convert a theoretical understanding of PS into bottom-line results. We’ve found that this gap can be closed through skills training in the context of real work.
The investment bank at Skandinaviska Enskilda Banken (SEB), a 168-year-old Nordic financial firm, was able to realize the financial upside of improved PS by employing a management team intervention in which the concept was introduced to help the organization overcome transformation roadblocks. Members of the senior management team credit a specific two-hour training session as a turning point that enabled them to better pool their knowledge and expertise. As a result, they were able to achieve revenues 25% above yearly targets in a strategically important market segment.
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Organizational performance can be improved by viewing psychological safety as a trainable skill that individuals develop with practice. Specifically, the ability to create an atmosphere in which people feel safe in taking interpersonal risks — by expressing unpopular opinions, disagreeing constructively, and sharing mistakes, failures, and other potentially embarrassing information — is an important skill in times of great change.
When Skills Training Leads to Revenue Growth: A Case Study
When SEB restructured its investment bank to better capture opportunities in the rapidly evolving financial industry landscape, the group’s newly appointed head of investment banking, Kristian Skovmand, launched a program called Collaborative Decision-Making and Strategic Progress. The program had already been used successfully by other senior leaders at SEB . This time, it involved the 10 leaders on the senior management team, including Skovmand, in a five-month team training initiative focused on two key areas:
- Training in PS skills to increase the level of candor, and in perspective-taking — that is, intentionally putting aside one’s own perspective to envision another’s viewpoint, motivations, and emotions.
- Applying and practicing these skills to make progress on specific complex challenges using structured dialogue techniques.
Importantly, the program combined skills training with hands-on work to solve real problems and make important decisions. The theory underlying this approach is simple: Demonstrate how interpersonal skills advance the business agenda while supporting participants in doing just that.
About the Authors
Per Hugander is an adjunct professor of practice at Hult International Business School, an agenda contributor to the World Economic Forum, and the founder of Transformation Backbone. Amy C. Edmondson is the Novartis Professor of Leadership and Management at Harvard Business School. Her latest book is Right Kind of Wrong: The Science of Failing Well (Simon Element, 2023).
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McKinsey Interview 2024 – Get Useful Advices from an Ex Consultant
The McKinsey Case Interview , called the 'Problem Solving Interview' by the firm, is arguable the hardest challenge for candidates in their recruiting process. Among all consulting firms, it is the most feared since McKinsey eliminates a significant proportion of candidates during the case interview .
The case plays a crucial role in the evaluation of candidates, besides the Personal Experience Interview (PEI) . In fact, performing well in the case interview does not guarantee an offer. Rather candidates need to show clear and consistent spikes in performance across all interviews . That is the reason why only a minute percentage of interviewees will receive their desired offer and Forbes has ranked McKinsey as the toughest firm to interview for .
Unfortunately, our coach Florian found that the information on the McKinsey application process and specifically the case interviews is often wrong, outdated, or assumed to be the same as for every other consulting firm.
Consequently, the advice given is detrimental to your recruiting success with the firm.
In this article, I want to shed some light on this mysterious, often-talked about, even more often misunderstood McKinsey interview by answering the following questions:
- What is the McKinsey Problem Solving Interview?
- What skills are assessed in a case interview?
- What is the format of a McKinsey case?
- What questions are typical in a McKinsey case interview?
- How is the McKinsey case interview different from other consulting firms?
- How should you prepare for a McKinsey interview?
- What Is the McKinsey Problem Solving Interview?
- What Skills Are Assessed by McKinsey?
- What Is the Format of the McKinsey Case Study?
- What Are the Main McKinsey Interview Questions?
- Structuring/Exhibit Interpretation
- Importance of the Overall Picture
- McKinsey Case Examples
- How Is the McKinsey Case Interview Different from Other Consulting Case Interviews?
- Interviewer-led vs. Candidate-led Case Interview
- Structuring the Case
- How Should I Prepare for a McKinsey Case Interview?
- Tailored Case Frameworks
- Math And Chart Reading
- About the Author
At the core, the McKinsey Problem Solving Interview is a case interview as it is employed by most consulting firms to test the analytical capabilities and communication skills of applicants . The interview simulates a client situation, where you are tasked to solve a specific problem that they are facing.
However, it comes with a twist. You will have to answer a succession of several questions rather than driving the case yourself as would be the case in other consulting firms. Within the interview, which is a dialogue between you and the interviewer, you need to iteratively
- structure problems
- propose concrete ideas
- gather information
- spot insights in data tables and charts
- solve quantitative problems
- deliver insights, implications, and test hypotheses
- communicate in a professional and calm manner
The case is the hardest part for most candidates since it involves a number of different skills that need to be demonstrated consistently across all questions and multiple cases in succession. Depending on the office, applicants need to go through four to six case interviews before receiving an offer.
You need to convince the interviewers about your performance in all cases.
Let’s have a brief look at the different skills and the format of the interview.
![case study for skills McKinsey Case Interview Skills](https://www.preplounge.com/uploads/content-pages/29/1718183143-1cmg64coksoo.webp)
Broadly, there are six skills that are assessed in a case interview and that you need to demonstrate consistently:
- Structure: Are you able to derive a MECE (mutually exclusive, collectively exhaustive) framework, breaking a problem down into smaller problems, accurately covering all aspects of the problem?
- Creativity: Do you think about a problem holistically, offering broad, deep, and insightful perspectives. Are you able to come up with different angles to the problem (breadth) and draft rich descriptions that qualify why these areas are important to investigate (depth)?
- Analytical rigor and logical thinking : Can you link the structure to creative thinking? Are you using a hypothesis-driven approach to your problem solving , i.e. have a clear picture of where you think the solution of the case is buried most likely or where you want to go next? Do you qualify your thinking, follow your structure, tackle (likely) high-impact issues first and lead the interviewer?
- Mental math and basic calculus : Are you able to structure quantitative problems and comfortably perform calculations ? Can you derive the correct approach to calculate the desired outcome variable? Can you plug in the numbers and perform the calculations, relying on basic pen-and-paper math, shortcuts, and mental math ?
- Business sense and intuition : Are you able to quickly understand the business and the situation of the client? Can you swiftly interpret data, charts, exhibits, and statements made by the interview? Are you asking the right questions? Are you able to make sense of new information quickly and interpret it properly in the context of the case?
- Communication and maturity. Are you able to communicate like a consultant ? Are you following a top-down communication approach similar to the Pyramid Principle taught by Minto? Do all of your statements add value, and do you guide the interviewer through your thinking with numbering and signposting? Are you leading the conversation or are merely getting dragged along by the interviewer? Are you confident and mature? Are you comfortable with silence while taking time to structure your thinking?
Now, these skills are assessed in a very specific interviewing format , which is not natural for most applicants and needs significant practice to become second nature.
A typical McKinsey case follows the PEI in a one-hour interview session. It lasts for 25 to 30 minutes in an interviewer-led format , meaning that the interviewer takes the lead and guides you through the case. Your role as the interviewee is to answer the questions asked by the interviewer before they will move on to the next question.
That means that you should not be worried if the interviewer asks a question that goes in a different direction than what you recommended or proposed.
While it is the interviewer’s responsibility to provide hints and move you through the different questions, you should take the lead within each question and almost treat every question like a mini case within itself.
Depending on your performance and speed, you will be asked three or more questions . Only receiving three questions is actually a positive sign since the interviewer was happy with your answers to each question. Going above three questions usually happens when the interviewer wants to dig deeper into a specific question type to see if your performance is consistent or was just an outlier.
Most candidates need more than three questions to convince the interviewer, so don’t be scared when your case gets a little bit longer and consists of more than three questions.
Some offices also offer a phone case interview as a first screening device, which follows the same structure as the in-person interview.
What questions are asked in a McKinsey interview? Let’s have a look!
In a McKinsey case interview, you will have to answer three different question types – broadly speaking:
- Structuring/ idea generation
- Exhibit Interpretation
A case interview structure is used to break the problem you are trying to solve for the client down into smaller problems or components. It is the roadmap you establish at the beginning of the interview that will guide your problem-solving approach throughout the case. Idea generation on the other hand is a structured brainstorming exercise that should generate a variety of concrete ideas with a specific goal in mind.
For chart or data interpretation , you are tasked to find the key insights of 1-2 Powerpoint slides and relate them back to the case question and the client situation at hand.
Case math questions have you analyze a problem mathematically before qualitatively investigating the particular reason for the numerical result or deriving specific recommendations from the outcome.
Now for structure and exhibit interpretation , there is no right or wrong. Some answers are better than others because they are
- hypothesis-driven, implications-oriented, and forward-thinking
- well communicated (top-down, numbered & signposted)
That being said, there is no 100% that you can reach or single correct answers. It is important that your answers display the characteristics specified above and are supported well with strong arguments.
As for math questions , usually, there are answers which are objectively correct (not always 100% the same since some candidates simplify or round differently – which is ok), and others that are wrong, due to issues with the
- calculation approach
- calculation itself
Now, for the interviewer, the overall picture counts. Small mistakes or ‘just-good’ performance in one area need to be balanced by a strong performance in other areas . Bigger mistakes must be avoided at all costs (e.g., answering the wrong question, completely wrong calculation approach, several calculation errors, or taking 3x longer than needed in math).
McKinsey wants to see spikes in performance in certain areas and a good enough performance in other areas. Just performing well in all questions is not enough .
Be aware that in 99% of McKinsey cases, there is no recommendation question in the end. The case just ends with the last case question. This is something many candidates are surprised by when they get out of their McKinsey interviews since they specifically practice for this.
If you answer each case question properly, you could almost say that the recommendation is included in each individually.
Lastly, be aware that for generalist consulting roles you do not have to expect any technical interview questions and you are not expected to have any relevant domain knowledge.
Have a look at some of our interviewer-led cases from our Case Library !
Baby Clothing Market Entry
While there are many similarities in McKinsey interviews and interviews with other firms, McKinsey interviews are interviewer-led, while other firms employ a candidate-led format .
McKinsey, BCG, Bain, and others’ cases have certain things in common:
- The individual elements of the cases are the same . You will have to structure problems, interpret exhibits, and work through some calculations, come up with hypotheses, recommendations, implications, next steps, etc.
- The skills that are assessed are the same . You need to exhibit strong problem-solving skills, creativity, ability to work under pressure, top-down communication, etc.
However, there is one key difference:
- In interviewer-led cases, you take ownership of every question and go into greater detail here, while the interviewer guides you from question to question. In the interviewee-led case, you drive the whole case to ask for the correct information to work with, analyze the problem to then deduct a recommendation in the end
In a McKinsey case , the interviewer will guide you through a series of connected questions that you need to answer, synthesize, and develop recommendations from, within each individual question. There are clear directions and a flow of questions, which you need to answer with a hypothesis-driven mindset (prioritization, implications, next steps) . These are arguably easier to prepare for and to go through since the flow and types of questions will always be the same.
In a candidate-led case interview, due to the nature of your role as an investigator, it is much easier to get lost , walk down the wrong branch of the issue tree , and waste a ton of time. While the interviewers will try to influence you to move in the right direction (pay attention to their hints), it is still up to you what elements of the problem you would like to analyze first . Each answer should lead to a new question (hypothesis-driven) on your quest to find the root cause of the problem to come up with a recommendation on how to overcome it.
Another common misconception between McKinsey and other interviews relates to the structuring part of the case. The framework derived for McKinsey vs. a framework created for other consulting firms is usually quite different.
At the core, McKinsey wants to see creative ideas communicated in a structured manner, the more exhaustive the better.
Your goal should be to come up with a tailored and creative answer that fits the question. The framework should - broadly speaking - follow these three characteristics:
- insightful / creative
At the lowest level of your structure, you need to showcase concrete ideas , qualify your answer with practical examples and more details.
While for BCG, Bain , etc. you need to present your framework relatively swiftly within 1-3 minutes, to then dive deeper into the buckets where you think the solution of the case is buried, for McKinsey, there is no single solution (as discussed above).
In a McKinsey interview, you can take up to 5-8 minutes to present your structure , your qualification, and hypotheses. This is due to the interviewer-led format that McKinsey employs. The interviewer will only ask 'what else' if you
- haven't gone broad or deep enough
- did not explain your ideas well enough for them to stand out (again, you have time here)
The firm wants to see exhaustive and creative approaches to specific problems, which more often than not do not fit into the classic case interview frameworks that were en vogue 10 years ago...
Again, this only applies if everything you say
- adds value to the problem analysis
- is well qualified
- includes a detailed discussion of your hypotheses at the end
The difference in format and way of answering a question is the reason why I recommend preparing very differently for McKinsey interviews vs. other consultancies , which brings us to the last point.
Most candidates prepare by learning generic frameworks.
Do not learn case-specific frameworks by heart , expecting them to work for every case you will encounter. There are no specific frameworks that will always work in a McKinsey Problem Solving Interview.
It is much more important to learn the right approach that will help you tackle all types of cases. While in 2024 this applies to all consulting firms, this is even more relevant for McKinsey interviews and the interviewer-led format.
What you need to do is to study each individual question type , the associated skills in a case interview and learn how to approach it , regardless of the client situation, the context of the case, the industry, or function.
Many candidates ask if there are specific cases for specific practices (e.g., operations) and then tailor their preparation for that practice, i.e. just practicing operations cases and learning operations frameworks by heart. The reality is that you will usually face a mix of cases in a domain-relevant context as well as cases set in a completely different context from the role you are applying for.
Be aware that frameworks were applicable in the 2000 years , the era of Victor Cheng. McKinsey has long caught up on this and the cases you will get during the interviews are tailored in a way to test your creativity and ability to generate insights on the spot, not remember specific frameworks.
In fact, it will hurt you when you try to use a framework on a case that calls for a completely different approach and fail to come up with creative and concrete ideas that are relevant, tailored, and actionable. Also, it gives a false sense of security that will translate to stress once you figure out how your approach won’t work during the real interview – I have seen this way too often…
Similarly, there is no math problem or type of chart that is typical for a McKinsey interview. As with the structure, learn to deal with any math or chart problem that is thrown at you.
Your goal should be - no matter the context, industry, or function of the case - to learn how to
- build issue trees for structure and idea generation
- interpret charts, derive the key insights, implications and relate them back to the case
- set-up approaches for quantitative problems, swiftly and accurately calculate with pen and paper, and interpret the results, derive implications, and relate it back to the case
That is all there is, really.
Once you have learned an approach that works from a coach that is experienced with McKinsey interviews, internalize the habits by practicing drills and live interviews with case partners and your chances of belonging to the minute percentage of candidates that receive an offer will significantly increase.
Now that you have reached the end of this article and have collected a lot of valuable information on how to crack the McKinsey Interview which allows you to further tackle your case interview preparation.
As Florian explained in his article, it is important to internalize the habits that are needed to ace the McKinsey interview process by practicing with peers. On PrepLounge, you have the opportunity to schedule meetings with peers and coaches at any time! Just accept a meeting on our Meeting Board or propose one yourself! Alternatively, you can browse through the vast Candidate Listing to find a suitable meeting partner according to your needs and wishes! If you feel like you need some more support during your case interview preparation, there are a lot of ex-management consultants in our Coach Listing who are happy to share their knowledge with you. So, make sure to schedule your meetings as soon as possible!
Of course, your preparation for mathematical tasks should not be neglected! Use our Mental Math Tool to train your case interview math with respect to all basic operations. You can even compare yourself to the performance of the whole PrepLounge community. This will help you to be prepared for any calculation in your consulting interview. Lastly, make sure to practice your chart-reading skills by solving our Quizzes! The sooner you develop this useful skill, the better!
If you still have questions after that, feel free to ask them in our Consulting Q&A . Our experienced coaches are happy to share their personal experiences and have valuable tips for you at hand!
![case study for skills Profile Picture Florian](https://www.preplounge.com/uploads/content-pages/27/images/profilbild.jpg)
#1 rated McKinsey Case and PEI Coach | 5 years at McKinsey | Interviewer Experience | Imbellus Expert
- Professional Experience: Bitpanda, StrategyCase, McKinsey & Company, Kearney, Lufthansa
- Languages: English, German
- Location: Austria
Florian became the #1 McKinsey coach (based on recommendation rate) within the first month of starting on PrepLounge. With 5 years at McKinsey , he knows the recruiting process inside out. He can help you ace the case interview and the PEI exactly like McKinsey wants you to succeed. His coachees continuously receive feedback from McKinsey interviewers that they seem to be much better prepared than other candidates . Interviewing and coaching 100s of candidates, he has developed a system to tackle every McKinsey case and question type successfully, regardless of the context, industry, or functional expertise. You will learn how to think like a McKinsey consultant and not rely on pre-learned frameworks that would only hurt your performance in the real case.
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20 Best UI UX Design Skills Required for UI/UX Designers in 2024
Written By The IoT Academy
Published on August 27th, 2024
In the fast-changing world of digital design, having strong UI/UX skills is key to making products that are easy to use and look great. As technology and user needs evolve, skilled UI/UX designers are in high demand. This blog covers the top 20 UI UX design skills you need in 2024. As well as from user research and wireframing to visual design and coding basics. Mastering these user experience designer skills will help you succeed in the field and create great user experiences. Whether you are an experienced designer or just starting.
Table of Contents
What is UI/UX?
UI/UX stands for User Interface (UI) and User Experience (UX), which are two important parts of designing digital products. In the realm of UI UX design skills, UI design focuses on the look and feel of a product, like buttons, icons, and layout. Also, make sure everything is visually appealing and easy to use.
UX design is about how the product feels to use, ensuring it is easy to navigate, meets user needs, and provides a good overall experience. Together, UI/UX design works to create products. They are not only functional but also enjoyable to use, giving users a smooth and satisfying experience. This is especially important today, as happy users are essential for a product’s success. So, here are some of the UI UX designer required skills:
1. User Research
User research is the first step in good UI/UX design. It’s about understanding what your audience needs, how they behave, and what problems they face. To do this, UI/UX designers use surveys, interviews, and tests to gather important information. This also helps them make smart design choices that improve the user experience and create products that users will love.
2. Wireframing and Prototyping
Wireframing and prototyping are important UI UX design skills. Wireframes are like blueprints that show how a product will be structured. Prototypes are interactive models that let designers test how things work before the final version is built. Using tools like Sketch, Adobe XD, Figma, and InVision helps UI/UX designers create these blueprints and models. As well as making it easier for everyone to see and understand what the final product will look like.
3. Visual Design
Visual design is about making interfaces that look good and work well. It includes using text styles, colors, layouts, and images to create attractive designs. UI/UX designers need to understand how to use things like visual hierarchy, contrast, balance, and alignment. So, tools like Adobe Photoshop and Illustrator help them create these great visuals.
4. Interaction Design
Interaction design makes sure interfaces are fun and easy to use. It includes designing how users interact with a product, such as adding animations, smooth transitions, and feedback when they click or tap. For example, user experience design examples might show a button that changes color when pressed. UI/UX designers must be skilled at these interactions to make the experience enjoyable.
5. Information Architecture
Information architecture (IA) is about organizing and structuring content so users can easily find what they need. It includes making sitemaps, user flows, and navigation systems to help users move through a product. Good IA design is key to making sure users have a positive experience.
6. Responsive Design
With more people using mobile devices, responsive design is really important as well as one of the UI UX design skills for designers. It makes sure a digital product looks and works well on different screen sizes and devices. Knowing how to use CSS frameworks like Bootstrap and media queries is key to creating designs that adjust properly.
7. User Testing and Usability Testing
User testing and usability testing are important for checking if a design works well. As well as these tests involve watching real users use the product to find any problems. Hard skills UX designers need to plan, run, and review these tests to improve the design based on what they learn.
8. Typography
A typography design system is important for making designs look good and easy to read. UI/UX designers need to understand how to pair fonts, adjust line spacing, and choose typefaces that fit the mood of the design. Good typography helps create designs that are both attractive and easy to read.
9. Color Theory
Color theory is about how colors work together and how they affect people’s feelings. UI/UX designers need to know how to use different color schemes, like complementary and analogous colors. These UI UX design skills also help them create designs that look good and make people feel the way they want them to.
10. Design Thinking
Design thinking solves problems by focusing on users. It involves understanding what users need, figuring out their problems, coming up with ideas, creating prototypes, and testing them. For example, a UI UX design example could be adding a new feature based on what users say they want. UI/UX designers use this approach to create new and easy-to-use products.
11. User Interface (UI) Design
UI design is about making the visual parts of a digital product, like buttons, icons, and menus. UI/UX designers need to be detail-oriented and create interfaces that look good and work well. They must understand design systems and keep everything consistent to ensure a smooth user experience.
12. User Experience (UX) Design
UX design is about making products better for users by improving how easy and enjoyable they are to use. UI/UX designers need to understand how users behave and create designs that fit their needs. Moreover, this involves doing user research, creating user profiles, and planning out how users will interact with the product.
13. Coding Skills
UI/UX designers don’t always need to code, but knowing some HTML, CSS, and JavaScript can be very useful. These technical skills for UX designers help them talk better with developers and understand what’s possible with a design. Knowing how to code also lets designers make interactive prototypes and see their designs in action.
14. Accessibility
Accessibility means designing products so that people with disabilities can use them. UI/UX designers need to know about rules and guidelines, like WCAG, to make sure their products are accessible to everyone. This helps create a user experience that includes all users.
15. Content Strategy
It is one of the most important UI UX design skills, which is about planning and managing content that fits the goals of a digital product. UI/UX designers need to make sure the content is clear and matches what users need. This also helps to create a smooth and engaging experience for users.
16. Collaboration and Communication
UI/UX design involves working with developers, product managers, and others so these UI UX design skills are important. Because good communication and teamwork skills are important. To make sure everyone is on the same page and working towards the same goals. UI/UX designers need to explain their design choices clearly and work well with the team.
17. Project Management
Project management skills are important for UI/UX designers to handle many projects and meet deadlines. They need to know how to prioritize tasks and manage their time. As well as work well with their team to finish projects on time.
18. Problem-Solving
Problem-solving is key in UI/UX design. Designers need to spot design problems and find creative solutions that work for users. This involves thinking carefully, analyzing data, and refining designs through UI UX sample projects until the best solution is reached.
19. Adaptability and Continuous Learning
UI/UX design is always changing with new tools, technologies, and trends. To be successful, designers need to be flexible and keep learning. Staying updated with the latest trends, attending workshops, and learning new things are important to stay competitive.
20. UI/UX Design Portfolio
A good UI/UX design portfolio is important for showing your skills to employers or clients. Designers need to include their best work, such as sample projects, and user experience examples. As well as case studies that show how they solve design problems.
In conclusion, learning a variety of UI UX design skills is crucial to succeed in digital design in 2024. Key skills include user research, wireframing, visual design, and basic coding. Keeping up with new trends, having strong communication and project management skills, and building a strong portfolio are also important. By continually learning and adapting to new tools and technologies. UI/UX designers can create outstanding products that meet users’ needs and shine in the fast-changing design world. Mastering these skills will help you become a top-notch UI/UX designer.
Frequently Asked Questions (FAQs)
Ans. To be a UI/UX designer, you need both hard skills, like wireframing and visual design, and soft skills. Like communication and problem-solving. Having a strong portfolio that shows your design skills and experience is also very important.
Ans. Coding isn’t required for UI/UX designers, but knowing basics like HTML, CSS, and JavaScript can help. It lets designers talk better with developers and understand what’s possible with a design.
About The Author:
The IoT Academy as a reputed ed-tech training institute is imparting online / Offline training in emerging technologies such as Data Science, Machine Learning, IoT, Deep Learning, and more. We believe in making revolutionary attempt in changing the course of making online education accessible and dynamic.
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