Case Studies

Definition

Case Studies: Practical improvement examples, before-and-after operating states, countermeasures, results, and follow-up learning.

History

Case Studies supports the deployment side of improvement: moving changes into daily work, keeping gains from fading, and learning from what fails in practice.

When to Use

Use Case Studies when improvement work must survive handoff, behavior change, leadership review, training reinforcement, and daily operating pressure.

Step-by-Step

• Define the change, operating condition, or failure mode tied to Case Studies.
• Assign ownership, communication, training, standard work, and review cadence.
• Monitor adoption through process evidence and leading indicators.
• Adjust the sustainment system when behavior, metrics, or results drift.

Examples

• Apply Case Studies to a real process, project, role, or learning path where the entry can guide a decision.
• Connect the entry to at least one guide, tool, template, case study, or implementation review before treating it as complete.

Common Pitfalls

• Using Case Studies as terminology only, without connecting it to behavior, evidence, or process results.
• Skipping operational definitions, ownership, context, or follow-up when applying the entry.
• Forcing the entry into a situation where another BoK method or reference would fit better.

Related Tools

• Training Reinforcement and Knowledge Transfer (Guide)
• Project SENTINEL Case Study (Guide)

Further Reading

• Training Reinforcement and Knowledge Transfer
• Project SENTINEL Case Study