Print this page Share

Instant Case Studies: How to Design, Adapt, and Use Case Studies in Training

ISBN: 978-0-7879-6885-4
336 pages
November 2003, Pfeiffer
Instant Case Studies: How to Design, Adapt, and Use Case Studies in Training (0787968854) cover image


If you want to:
  • improve learning retention
  • create discovery learning
  • make training interactive
  • increase participation, and
  • make training fun...

...this book is for you! In this easy-to-use resource, author and training expert Jean Barbazette gives you 71 case studies to use instantly or modify to meet your specific learning needs. She defines the five types of case studies and their different purposes, shows the benefits of using case studies, and offers clear-cut suggestions for writing your own original case studies or customizing existing case studies. Barbazette also offers step-by-step instructions for processing each case study to maximizing the potential for learning. In addition, all of the 71 case studies and discussion questions in the second half of this book are contained on the book's companion CD-ROM for your use. Answers to all case study questions are provided in the book.

See More

Table of Contents

List of Case Studies.

Key Terms for five types of case studies.

List of case studies by title.




Product description.

Explanation of the five-step adult learning model.

PART 1: Develop, Adapt, and Use Case Studies.

Introduction to Part 1.

Chapter 1: Case study uses and benefits.

What is a case study?

Why use case studies?

What are the benefits of using case studies?


Examples of the five types of case studies.

1. Identification.

2. Problem Solving.

3. Practice.

4. Application.

5. Serial.


Chapter 2: How to write a case study.

Where do case studies fit in workshop design?

How do you develop a case study?

How to overcome problems in developing case studies.


Case Study Checklist.

Case Study Critique Sheet.

Customize a Case Study Worksheet.

Sample questions for the five types of case studies.

Facilitator processing questions to promote learning.


Chapter 3: How to facilitate a case study.

Using your case studies in Training.

Five steps of adult learning.

Facilitator processing questions.

Using basic facilitation techniques.


PART 2: Case Study Exercises.

Introduction to Part 2.

Each chapter in Part 2 offers five types of case studies for twelve workshops available on CD. Suggestions to use each case study are given, including discussion questions and suggested answers to case study questions. Facilitator processing questions and suggested answers to facilitator processing questions help you use these 71 cases instantly.

Case Study Topics by Chapter Number.

Chapter 4: Adult Learning Case Studies.

Adult Learning Identification Case Study 6.

Adult Learning Problem Solving Case Study 7.

Adult Learning Practice Case Study 8.

Adult Learning Application Case Study 9.

Chapter 5: Assertion Case Studies.

Assertion Identification Case Study 10.

Assertion Problem Solving Case Study 11.

Assertion Practice Case Studies 12 and 13.

Assertion Application Case Studies 14, 15, 16.

Assertion Serial Case Study 17.

Chapter 6: Change Management.

Change Management Identification Case Studies 18 and 19.

Change Management Problem Solving Case Study 20.

Change Management Practice Case Studies 21 and 22.

Change Management Application Case Study 23.

Chapter 7: Coaching and Mentoring.

Coaching and Mentoring Identification Case Study 24.

Coaching and Mentoring Problem Solving Case Study 25.

Coaching and Mentoring Practice Case Study 26.

Coaching and Mentoring Application Case Study 27.

Chapter 8: Customer Service.

Customer Service Identification Case Study 28.

Customer Service Problem Solving Case Study 29.

Customer Service Practice Case Study 30.

Customer Service Application Case Study 31.

Customer Service Serial Case Study 32.

Chapter 9: Diversity.

Diversity Identification Case Study 33.

Diversity Problem Solving Case Study 34.

Diversity Practice Case Study 35.

Diversity Application Case Study 36.

Chapter 10: Effective Business Writing.

Effective Writing Identification Case Study 37.

Effective Writing Problem Solving Case Study 38.

Effective Writing Practice Case Study 39.

Effective Writing Application Case Study 40.

Effective Writing Serial Case Study 41.

Chapter 11: Facilitation.

Facilitation Identification Case Study 42.

Facilitation Problem Solving Case Study 43.

Facilitation Practice Case Studies 44, 45, and 46.

Facilitation Application Case Study 47.

Chapter 12: Influencing.

Influencing Identification Case Study 48.

Influencing Problem Solving Case Study 49.

Influencing Practice Case Study 50.

Influencing Application Case Study 51.

Influencing Serial Case Study 52.

Chapter 13: Needs Assessment.

Needs Assessment Identification Case Study 53.

Needs Assessment Problem Solving Case Study 54.

Needs Assessment Practice Case Study 55.

Needs Assessment Application Case Study 56.

Needs Assessment Serial Case Study 57.

Chapter 14: New Employee Orientation.

New Employee Orientation Identification Case Study 58.

New Employee Orientation Problem Solving Case Study 59.

New Employee Orientation Practice Case Study 60.

New Employee Orientation Application Case Study 61.

New Employee Orientation Serial Case Study 62.

Chapter 15: Supervision.

Supervision Identification Case Study 63.

Supervision Problem Solving Case Study 64.

Supervision Practice Case Study 65.

Supervision Application Case Study 66.

Supervision Serial Case Study 67.



Author Contact Information.

How to Use the CD-ROM.

See More

Author Information

Jean Barbazette is the president of The Training Clinic, a training consulting firm, and author of Successful New Employee Orientation, Second Edition, from Pfeiffer, and The Trainer’s Support Handbook.
See More


"These cases will certainly streamline the length of time you would have to spend creating a case." (IACET (International Assoc. for Continuing Education & Training, January 2004)

"Jean Barbazette's eight-step procedure and ready-to-use case studies will immediately increase your training effectiveness. This book is an essential addition to every trainer's bookshelf."
— Sivasailam Thiagarajan, author, Design Your Own Games and Activities

"Wow! What a practical and complete book on the development and use of case studies. I wish I had it years ago when I was teaching management and using case studies."
— Donald L. Kirkpatrick, professor emeritus, University of Wisconsin

"Interactive teaching-learning works. Jean Barbazette has created a wonderful, easy-to-apply volume that allows us to broaden our training repertoire instantly. What a rich source for developing and running cases."
— Harold D. Stolovitch, emeritus professor, Instructional and Performance Technology, Universite de Montreal; clinical professor, Human Performance at Work, University of Southern California; and principal, HAS Learning & Performance Solutions LLC

"Jean Barbazette's latest book is a must for every instructional designer's tool kit."
— Richard G. Wong, manager, training and development, Orange County Transportation Authority

"You can't get more practical than this book! It is filled with how-to's, templates, checklists, and actual cases which can be used, as is, in your own training programs. This book is the 'one-stop shop' for creating and using case studies."
— Dana Gaines Robinson, coauthor, Performance Consulting

"Chock-full of great examples, important cautions, and wonderful lessons of experience, Jean helps her readers not only write better case studies, but also understand their use as a critical learning tool."
— Beverly Kaye, founder and CEO, Career Systems International, coauthor, Love 'Em or Lose 'Em: Getting People to Stay and author, Up is Not the Only Way

"A must read if you want learning to be active. It's an extremely clear, step-by-step guide that will shorten your preparation time, yet enhance your creativity as a case study writer. No serious trainer can be without it."
— Mel Silberman, author, Active Training and 101 Ways to Make Training Active

See More


Download TitleSizeDownload
Chapter 1: Case Studies Uses & Benefits
Case Study 1: Sue Weldon, New Supervisor; Case Study 2: Rumors Abound!; Case Study 3: Giving Orders; Case Study 4: Prioritize Training Projects; Case Study 5, Part I: Manager's Role; Case Study 5, Part II: Managers Support Their Own Change; Case Study 5, Part III: Managers Support Associates' Change
32.54 KB Click to Download
Chapter 2: How to Write a Case Study
Case Study Checklist; Case Study Critique Sheet; Customize a Case Study Worksheet; Sample Questions for the Five Types of Case Studies; Facilitator Processing Questions to Promote Learning
23.73 KB Click to Download
Chapter 4: Adult Learning Case Studies
Case Study 6: What's Gone Wrong; Case Study 7: Asking for Trouble; Case Study 8: Security First; Case Study 9: Refresher Training
20.67 KB Click to Download
Chapter 5: Assertion Case Studies
Case Study 10: How Do You Feel?; Case Study 11: Customer Is Calling; Case Study 12: She's All I Need Right Now; Case Study 13: Her Kids Call All the Time; Case Study 14: Staying in Control; Case Study 15: Resolving Differences; Case Study 16: Unresolved Differences; Case Study 17: Situations 1-3
28.44 KB Click to Download
Chapter 6: Change Management
Case Study 18: New Workflow Process; Case Study 19: Support Person; Case Study 20: Merger Mania; Case Study 21: It's Too Difficult; Case Study 22: This Isn't Fair; Case Study 23: Change Is Never Easy
37.68 KB Click to Download
Chapter 7: Coaching and Mentoring
Case Study 24: You Don't Say!; Case Study 25: Get Back on Track; Case Study 26: Situations 1-3; Case Study 27: Coaching Isn't Doing
20.95 KB Click to Download
Chapter 8: Customer Service
Case Study 28: Personal Job Responsibilities; Case Study 29: Hurry Up!; Case Study 30: What's the Question; Case Study 31: Principles of Customer Service; Case Study 32: Customer Service Standards
25.09 KB Click to Download
Chapter 9: Diversity
Case Study 33: What Do You See?; Case Study 34: What's the Problem?; Case Study 35: Let Me Tell You; Case Study 36: Understanding Us
20.31 KB Click to Download
Chapter 10: Effective Business Writing
Case Study 37: What's Wrong?; Case Study 38: E-Mail Goes Unanswered; Case Study 39: Memo to Staff; Case Study 40: Write It Right; Case Study 41: Pull It All Together
22.73 KB Click to Download
Chapter 11: Facilitation
Case Study 42: Meetings That Matter; Case Study 43: Stay or Stray?; Case Study 44: Side Covnersations; Case Study 45: Space Cadet; Case Study 46: Keeping the Group Together; Case Study 47: Facilitate Meetings with Ease
24.03 KB Click to Download
Chapter 12: Influencing
Case Study 48: How to Get Results; Case Study 49: Just Say "No"; Case Study 50: Influencing Through Questions; Case Study 51: Influencing Decision Makers; Case Study 52: Is Retraining the Right Answer?
23.42 KB Click to Download
Chapter 13: Needs Assessment
Case Study 53: Going Downhill; Case Study 54: Damage Control; Case Study 55: Is This a Sweet Deal?; Case Study 56: Supervisory Development Plan; Case Study 57: Just-in-Time Training
26.37 KB Click to Download
Chapter 14: New Employee Orientation
Case Study 58: A Boring Orientation; Case Study 59: Get Supervisors Involved; Case Study 60: Improvement Needed; Case Study 61: Commitment is Critical; Case Study 62: There's Got to Be a Better Way
24.10 KB Click to Download
Chapter 15: Supervision
Case Study 63: Sue Weldon, New Supervisor; Case Study 64: That's My Job; Case Study 65: Giving Orders; Case Study 66: How to Support Employees; Case Study 67: One Step From Retirement
24.44 KB Click to Download
See More
Back to Top