Case Formatting Guidelines

(please refer to SCR manuscript guidelines for case authors located at )

Case The case submitted must be based on real events in an actual organization, although individuals and/or the organization may be disguised to preserve anonymity.

Your submission may be a decision case in which the student is placed in the manager's (decision maker's) position and asked to make recommendations appropriate to the problems and issues described therein. Teaching notes accompanying decision cases feature questions designed to facilitate problem identification, analysis and recommended solutions. Alternately, your case can be a descriptive case study. A descriptive case study describes a real problem or issue faced by people in an organization and the actions undertaken by decision makers to resolve the problem. Descriptive case studies allow students to critique the decision maker's analysis and actions in a retrospective fashion. Author(s) must present sufficient background information so students can evaluate the performance of the managers described in the case study. Teaching notes of case studies require that students analyze, assess, evaluate and determine the effectiveness of the solutions described in the case study.

Both decision cases and descriptive case studies from all business disciplines are accepted in Society for Case Research journals.

Teaching Note: A teaching note (TN) must be included with your case submission. The TN should contain the following information:

  • Case Title: The title of the case with authors, their affiliations and contact numbers / e-mail addresses
  • Case Overview: The case overview summarizes and identifies key issues in the case.
  • Learning Objectives: the learning objectives should describe what the student should learn, or what the student will be doing to demonstrate her or his knowledge, as a result of reading and analyzing the case.
  • Questions and Answers: The questions should be linked and ordered in accordance with the learning objectives. These questions are for the instructors who will be using the case. Answers to the questions should be thorough and supported by current theory and practices. Good answers are supported with references to current textbooks, books, book chapters, journal articles or other forms of scholarly work.
  • Suggestions for Classroom Use: Identify courses, conditions, and student levels (e.g., undergraduate, advanced undergraduate, graduate, executive education) for which the case is suitable. If you have field-tested the case in your own classroom, include a statement of how it was used and describe student reactions to the case.
  • Epilogue: If known, you might want to provide the actual outcome of the situation described in the case (students and instructors love to know what happened).
  • Appendix: Any figures or tables featured in the TN should be placed here.
  • References: Any references used should be cited using APA format.

Workshop Preparation: All cases must be submitted on or before May 13th 2013 to be considered for inclusion in the workshop. Cases should be submitted via the Society for Case Research Summer Case Workshop website. You will be notified about the status of your case on or before May 31st 2013. After your case is accepted, you will receive several cases to review before the beginning of the workshop. This will occur around June 17th 2013.

During the workshop, you will be a member of a small group giving feedback to the author(s) of the cases you've been assigned. The goal is to offer constructive criticism and suggestions that will help to improve the case. As you review a case and TN, I strongly urge you to make notes and corrections directly on the case and TN. These can be handed directly to the author at the workshop session where the case is discussed. You may also want to write out more specific recommendations and comments on a separate sheet of paper.

Participation.  Your full participation is expected throughout all workshop sessions. The case reviewing sessions will begin at 8:00 a.m. on Friday, July 12th and conclude at 1:00 pm on Saturday, July 13th. You are expected to participate in all sessions for which you are scheduled! We believe that it is unprofessional when participants arrive, present their case, receive feedback, and leave without returning the favor to others.

The number of case submissions is not limited; authors may submit multiple cases. Cases submitted may be in various stages of development (rough draft to finished product). However, one author will be expected to review cases and be a discussant in at least three other sessions. Thus, co-authors will need to consider attending the conference, particularly if multiple cases are submitted. If you have any questions regarding workshop scheduling or logistics, please contact Karen L Koza,

Questions and Additional Information: Contact Karen L Koza via the email listed above or at (203) 837-9036).



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