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3 Problem statement examples and steps to write your own

We’ve all encountered problems on the job. After all, that’s what a lot of work is about. Solving meaningful problems to help improve something. 

Developing a problem statement that provides a brief description of an issue you want to solve is an important early step in problem-solving .

It sounds deceptively simple. But creating an effective problem statement isn’t that easy, even for a genius like Albert Einstein. Given one hour to work on a problem, he’d spend 55 minutes thinking about the problem and five minutes finding solutions. (Or so the story goes.)

Einstein was probably exaggerating to make a point. But considering his success in solving complex problems, we think he was on to something. 

As humans, we’re wired to jump past the problem and go directly to the solution stage. In emergencies, this behavior can be lifesaving, as in leaping out of the way of a speeding car. But when dealing with longer-range issues in the workplace, this can lead to bad decisions or half-baked solutions. 

That’s where problem statements come in handy. They help to meaningfully outline objectives to reach effective solutions. Knowing how to develop a great problem statement is also a valuable tool for honing your management skills .

But what exactly is a problem statement, when should you use one, and how do you go about writing one? In this article, we'll answer those questions and give you some tips for writing effective problem statements. Then you'll be ready to take on more challenges large and small.

What is a problem statement?

First, let’s start by defining a problem statement. 

A problem statement is a short, clear explanation of an issue or challenge that sums up what you want to change. It helps you, team members, and other stakeholders to focus on the problem, why it’s important, and who it impacts. 

A good problem statement should create awareness and stimulate creative thinking . It should not identify a solution or create a bias toward a specific strategy.

Taking time to work on a problem statement is a great way to short-circuit the tendency to rush to solutions. It helps to make sure you’re focusing on the right problem and have a well-informed understanding of the root causes. The process can also help you take a more proactive than reactive approach to problem-solving . This can help position you and your team to avoid getting stuck in constant fire-fighting mode. That way, you can take advantage of more growth opportunities.  

When to use a problem statement

The best time to create a problem statement is before you start thinking of solutions. If you catch yourself or your team rushing to the solution stage when you’re first discussing a problem, hit the brakes. Go back and work on the statement of the problem to make sure everyone understands and agrees on what the real problem is. 

Here are some common situations where writing problem statements might come in handy: 

• Writing an executive summary for a project proposal or research project
• Collaborating   on a cross-functional project with several team members
• Defining the customer issue that a proposed product or service aims to solve
• Using design thinking to improve user experience
• Tackling a problem that previous actions failed to solve 

How to identify a problem statement

Like the unseen body of an iceberg, the root cause of a specific problem isn’t always obvious. So when developing a problem statement, how do you go about identifying the true, underlying problem?

These two steps will help you uncover the root cause of a problem :

• Collect information from the research and previous experience with the problem
• Talk to multiple stakeholders who are impacted by the problem

People often perceive problems differently. Interviewing stakeholders will help you understand the problem from diverse points of view. It can also help you develop some case studies to illustrate the problem. 

Combining these insights with research data will help you identify root causes more accurately. In turn, this methodology will help you craft a problem statement that will lead to more viable solutions. 

What are problem statements used for?

You can use problem statements for a variety of purposes. For an organization, it might be solving customer and employee issues. For the government, it could be improving public health. For individuals, it can mean enhancing their own personal well-being . Generally, problem statements can be used to:

• Identify opportunities for improvement
• Focus on the right problems or issues to launch more successful initiatives – a common challenge in leadership
• Help you communicate a problem to others who need to be involved in finding a solution
• Serve as the basis for developing an action plan or goals that need to be accomplished to help solve the problem
• Stimulate thinking outside the box  and other types of creative brainstorming techniques

3 examples of problem statements

When you want to be sure you understand a concept or tool, it helps to see an example. There can also be some differences in opinion about what a problem statement should look like. For instance, some frameworks include a proposed solution as part of the problem statement. But if the goal is to stimulate fresh ideas, it’s better not to suggest a solution within the problem statement. 

In our experience, an effective problem statement is brief, preferably one sentence. It’s also specific and descriptive without being prescriptive. 

Here are three problem statement examples. While these examples represent three types of problems or goals, keep in mind that there can be many other types of problem statements.        

Example Problem Statement 1: The Status Quo Problem Statement

Example: 

The average customer service on-hold time for Example company exceeds five minutes during both its busy and slow seasons.

This can be used to describe a current pain point within an organization that may need to be addressed. Note that the statement specifies that the issue occurs during the company’s slow time as well as the busy season. This is helpful in performing the root cause analysis and determining how this problem can be solved. 

The average customer service on-hold time for Example company exceeds five minutes during both its busy and slow seasons. The company is currently understaffed and customer service representatives are overwhelmed.

Background:

Example company is facing a significant challenge in managing their customer service on-hold times. In the past, the company had been known for its efficient and timely customer service, but due to a combination of factors, including understaffing and increased customer demand, the on-hold times have exceeded five minutes consistently. This has resulted in frustration and dissatisfaction among customers, negatively impacting the company's reputation and customer loyalty.

Reducing the on-hold times for customer service callers is crucial for Example company. Prolonged waiting times have a detrimental effect on customer satisfaction and loyalty, leading to potential customer churn and loss of revenue. Additionally, the company's declining reputation in terms of customer service can have a lasting impact on its competitive position in the market. Addressing this problem is of utmost importance to improve customer experience and maintain a positive brand image.

Objectives:

The primary objective of this project is to reduce the on-hold times for customer service callers at Example company. The specific objectives include:

• Analyzing the current customer service workflow and identifying bottlenecks contributing to increased on-hold times.
• Assessing the staffing levels and resource allocation to determine the extent of understaffing and its impact on customer service.
• Developing strategies and implementing measures to optimize the customer service workflow and reduce on-hold times.
• Monitoring and evaluating the effectiveness of the implemented measures through key performance indicators (KPIs) such as average on-hold time, customer satisfaction ratings, and customer feedback.
• Establishing a sustainable approach to maintain reduced on-hold times, taking into account both busy and slow seasons, through proper resource planning, training, and process improvements.

Example Problem Statement 2: The Destination Problem Statement

Leaders at Example company want to increase net revenue for its premium product line of widgets by 5% for the next fiscal year. 

This approach can be used to describe where an organization wants to be in the future. This type of problem statement is useful for launching initiatives to help an organization achieve its desired state. 

Like creating SMART goals , you want to be as specific as possible. Note that the statement specifies “net revenue” instead of “gross revenue." This will help keep options open for potential actions. It also makes it clear that merely increasing sales is not an acceptable solution if higher marketing costs offset the net gains. 

Leaders at Example company aim to increase net revenue for its premium product line of widgets by 5% for the next fiscal year. However, the company currently lacks the necessary teams to tackle this objective effectively. To achieve this growth target, the company needs to expand its marketing and PR teams, as well as its product development teams, to prepare for scaling. 

Example company faces the challenge of generating a 5% increase in net revenue for its premium product line of widgets in the upcoming fiscal year. Currently, the company lacks the required workforce to drive this growth. Without adequate staff in the marketing, PR, and product development departments, the company's ability to effectively promote, position, and innovate its premium product line will be hindered. To achieve this kind of growth, it is essential that Example company expands teams, enhances capabilities, and strategically taps into the existing pool of loyal customers.

Increasing net revenue for the premium product line is crucial for Example company's overall business success. Failure to achieve the targeted growth rate can lead to missed revenue opportunities and stagnation in the market. By expanding the marketing and PR teams, Example company can strengthen its brand presence, effectively communicate the value proposition of its premium product line, and attract new customers.

Additionally, expanding the product development teams will enable the company to introduce new features and innovations, further enticing existing and potential customers. Therefore, addressing the workforce shortage and investing in the necessary resources are vital for achieving the revenue growth objective.

The primary objective of this project is to increase net revenue for Example company's premium product line of widgets by 5% in the next fiscal year. The specific objectives include:

• Assessing the current workforce and identifying the gaps in the marketing, PR, and product development teams.
• Expanding the marketing and PR teams by hiring skilled professionals who can effectively promote the premium product line and engage with the target audience.
• Strengthening the product development teams by recruiting qualified individuals who can drive innovation, enhance product features, and meet customer demands.
• Developing a comprehensive marketing and PR strategy to effectively communicate the value proposition of the premium product line and attract new customers.
• Leveraging the existing base of loyal customers to increase repeat purchases, referrals, and brand advocacy.
• Allocating sufficient resources, both time and manpower, to support the expansion and scaling efforts required to achieve the ambitious revenue growth target.
• Monitoring and analyzing key performance indicators (KPIs) such as net revenue, customer acquisition, customer retention, and customer satisfaction to measure the success of the growth initiatives.
• Establishing a sustainable plan to maintain the increased revenue growth beyond the next fiscal year by implementing strategies for continuous improvement and adaptation to market dynamics.

Example Problem Statement 3 The Stakeholder Problem Statement

In the last three quarterly employee engagement surveys , less than 30% of employees at Eample company stated that they feel valued by the company. This represents a 20% decline compared to the same period in the year prior. 

This strategy can be used to describe how a specific stakeholder group views the organization. It can be useful for exploring issues and potential solutions that impact specific groups of people. 

Note the statement makes it clear that the issue has been present in multiple surveys and it's significantly worse than the previous year. When researching root causes, the HR team will want to zero in on factors that changed since the previous year.

In the last three quarterly employee engagement surveys, less than 30% of employees at the Example company stated that they feel valued by the company. This indicates a significant decline of 20% compared to the same period in the previous year.

The company aspires to reduce this percentage further to under 10%. However, achieving this goal would require filling specialized roles and implementing substantial cultural changes within the organization.

Example company is facing a pressing issue regarding employee engagement and perceived value within the company. Over the past year, there has been a notable decline in the percentage of employees who feel valued. This decline is evident in the results of the quarterly employee engagement surveys, which consistently show less than 30% of employees reporting a sense of value by the company.

This decline of 20% compared to the previous year's data signifies a concerning trend. To address this problem effectively, Example company needs to undertake significant measures that go beyond superficial changes and necessitate filling specialized roles and transforming the company culture.

Employee engagement and a sense of value are crucial for organizational success. When employees feel valued, they tend to be more productive, committed, and motivated. Conversely, a lack of perceived value can lead to decreased morale, increased turnover rates, and diminished overall performance.

By addressing the decline in employees feeling valued, Example company can improve employee satisfaction, retention, and ultimately, overall productivity. Achieving the desired reduction to under 10% is essential to restore a positive work environment and build a culture of appreciation and respect.

The primary objective of this project is to increase the percentage of employees who feel valued by Example company, aiming to reduce it to under 10%. The specific objectives include:

• Conducting a comprehensive analysis of the factors contributing to the decline in employees feeling valued, including organizational policies, communication practices, leadership styles, and cultural norms.
• Identifying and filling specialized roles, such as employee engagement specialists or culture change agents, who can provide expertise and guidance in fostering a culture of value and appreciation.
• Developing a holistic employee engagement strategy that encompasses various initiatives, including training programs, recognition programs, feedback mechanisms, and communication channels, to enhance employee value perception.
• Implementing cultural changes within the organization that align with the values of appreciation, respect, and recognition, while fostering an environment where employees feel valued.
• Communicating the importance of employee value and engagement throughout all levels of the organization, including leadership teams, managers, and supervisors, to ensure consistent messaging and support.
• Monitoring progress through regular employee surveys, feedback sessions, and key performance indicators (KPIs) related to employee satisfaction, turnover rates, and overall engagement levels.
• Providing ongoing support, resources, and training to managers and supervisors to enable them to effectively recognize and appreciate their teams and foster a culture of value within their respective departments.
• Establishing a sustainable framework for maintaining high employee value perception in the long term, including regular evaluation and adaptation of employee engagement initiatives to address evolving needs and expectations.

What are the 5 components of a problem statement?

In developing a problem statement, it helps to think like a journalist by focusing on the five Ws: who, what, when, where, and why or how. Keep in mind that every statement may not explicitly include each component. But asking these questions is a good way to make sure you’re covering the key elements:

• Who: Who are the stakeholders that are affected by the problem?
• What: What is the current state, desired state, or unmet need? 
• When: When is the issue occurring or what is the timeframe involved?
• Where: Where is the problem occurring? For example, is it in a specific department, location, or region?
• Why: Why is this important or worth solving? How is the problem impacting your customers, employees, other stakeholders, or the organization? What is the magnitude of the problem? How large is the gap between the current and desired state? 

How do you write a problem statement?

There are many frameworks designed to help people write a problem statement. One example is outlined in the book, The Conclusion Trap: Four Steps to Better Decisions, ” by Daniel Markovitz. A faculty member at the Lean Enterprise Institute, the author uses many case studies from his work as a business consultant.

To simplify the process, we’ve broken it down into three steps:

1. Gather data and observe

Use data from research and reports, as well as facts from direct observation to answer the five Ws: who, what, when, where, and why. 

Whenever possible, get out in the field and talk directly with stakeholders impacted by the problem. Get a firsthand look at the work environment and equipment. This may mean spending time on the production floor asking employees questions about their work and challenges. Or taking customer service calls to learn more about customer pain points and problems your employees may be grappling with.    

2. Frame the problem properly  

A well-framed problem will help you avoid cognitive bias and open avenues for discussion. It will also encourage the exploration of more options.

A good way to test a problem statement for bias is to ask questions like these:

3. Keep asking why (and check in on the progress)

When it comes to problem-solving, stay curious. Lean on your growth mindset to keep asking why — and check in on the progress. 

Asking why until you’re satisfied that you’ve uncovered the root cause of the problem will help you avoid ineffective band-aid solutions.

What to avoid when writing a problem statement

When crafting a problem statement, it's essential to communicate the issue clearly and effectively. A well-formulated problem statement sets the stage for understanding and addressing the challenge at hand. However, there are common pitfalls that can undermine its clarity and purpose. Here's what you should avoid:

• Vagueness : Be specific about the problem and its context.
• Complexity : Keep the language simple and direct.
• Overgeneralization : Avoid broad statements that don’t address specific issues.
• Assumptions : Don’t presume solutions or causes without evidence.
• Jargon : Use clear, accessible language that can be understood by all stakeholders.

Refining your problem statements

When solving any sort of problem, there’s likely a slew of questions that might arise for you. In order to holistically understand the root cause of the problem at hand, your workforce needs to stay curious. 

An effective problem statement creates the space you and your team need to explore, gain insight, and get buy-in before taking action.

If you have embarked on a proposed solution, it’s also important to understand that solutions are malleable. There may be no single best solution. Solutions can change and adapt as external factors change, too. It’s more important than ever that organizations stay agile . This means that interactive check-ins are critical to solving tough problems. By keeping a good pulse on your course of action, you’ll be better equipped to pivot when the time comes to change. 

BetterUp can help. With access to virtual coaching , your people can get personalized support to help solve tough problems of the future.

Enhance your problem-solving skills

Discover effective strategies and personalized guidance to tackle complex challenges with confidence.

Madeline Miles

Madeline is a writer, communicator, and storyteller who is passionate about using words to help drive positive change. She holds a bachelor's in English Creative Writing and Communication Studies and lives in Denver, Colorado. In her spare time, she's usually somewhere outside (preferably in the mountains) — and enjoys poetry and fiction.

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How to Write Problem Statements You’ll Actually Use

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You have your project brief in hand, you’ve met with your client, maybe you’ve even held a productive discovery session with them. You understand what needs to be done and are eager to start ideating toward a solution.

But what about the problem statement?

This may be the last thing your team wants to do. Some may even think writing out a problem statement is old fashioned. And who even uses them anymore?

We’re here to change your mind. 

A well-written problem statement is how today’s most successful teams bring clarity and focus to the problems they face. Learning how to write a good one is a not-so-secret tool for coming up with more effective solutions.

What is a problem statement?

A problem statement is a clear, concise explanation of the problem or challenge you intend to solve. It is meant to give you, your team, and any other stakeholders clarity and focus around the problem. This not only helps you get buy-in from your client, but also makes it easier to prioritize what’s most important — and not get distracted by anything else.

You should write out your problem statement after you’ve done some initial research but before you have begun your work. This will give you the necessary context to create as accurate a statement as possible, while also helping guide your team as you move forward. 

You can either create it as a solo activity or as part of a larger workshop, depending on your circumstances. If you’ve already planned a discovery session, writing a problem statement could be a great way to cap off the meeting and ensure everyone is aligned.

What makes a good problem statement

First and foremost, a good problem statement is anything that helps spur you and your team into action by describing and clarifying the issues at hand.

While this can take many forms — and is often dependent on factors such as the scope and complexity of the problem — the most effective statements typically focus on the root cause of the issue by objectively describing it in as comprehensive a way as possible. The five Ws can be a good strategy for doing this: 

• Who is having the problem? This could refer to individuals, groups, or entire organizations. It is anyone (or anything) that is affected by the problem.
• What is the problem? This can be thought of as the gap that has formed between the current state and the desired state. Try to sketch out the boundaries of this gap and describe the unmet need that exists.
• Where does this problem occur? This could be a geographic location (such as a city or company), a physical object (such as a product), an entity (such as a marketing department), or even a process (such as commuting).
• When does this problem occur? Is there a certain timeframe in which the issue occurs? Is there a deadline by which it needs to be solved? 
• Why is the problem worth solving? This should focus on the importance of fixing the problem. What kind of impact will it make? How will solving it affect customers, employees, and other stakeholders ? In short, what makes a solution worthwhile?

Effective problem statement examples

Good problem statements don’t need to be complicated. In fact, as these examples show, they should be simple and direct. In one sentence, they describe exactly what the problem is, leaving little to no ambiguity about what should happen next.

Note: While some may recommend including a proposed solution in the problem statement, we think it’s best to leave this out. After all, the goal is to get people thinking creatively about their own solutions.

Problem statement example #1

“The lack of access to clean water in rural areas of developing countries is leading to increased incidence of water-borne diseases and impeding socio-economic development.”

This statement clearly identifies a specific problem — the lack of access to clean water — and highlights the negative consequences that result from it: an increase in diseases and a lack of socio-economic development. By focusing on the problem in this way, it provides a clear and concise foundation for any potential solutions. Additionally, the statement highlights the urgency of the issue and the need for action, making it more likely to inspire action and generate interest from stakeholders.

Problem statement example #2

“An employee turnover of 35% in company X is negatively impacting productivity, morale, and profitability.”

Notice how this statement identifies who the problem affects (company X and its employees), what is happening (a high turnover rate), and why it is important (productivity, morale, and profitability). This creates a clear place to focus action and start coming up with possible solutions. What’s more, by calling out the current state of turnovers (35%), it gives a specific metric to improve.

How to write effective problem statements

Writing a great problem statement should be thought of as less of an action and more of a process. You don’t just sit down and write one out (at least, most of us don’t). Instead, you should carefully seek to understand and frame every aspect of the problem at hand in order to capture it as clearly as possible.

Here is a step-by-step methodology you can follow in order to do this.

1. Identify and understand the problem

This can be thought of as the data-gathering stage. It’s when you get out into the field, interview stakeholders, and spend time in the environment where the problem exists so that you can experience it first-hand. Basically, you should be doing whatever it takes to gain as thorough an understanding of the problem as you can so that you can not only identify it , but describe its root causes.

2. Draft the problem statement

Now it’s time to start writing out a statement that is as clear and comprehensive as possible. As you do this, be aware of how you are framing the problem. You want to be careful to avoid any bias and to remain completely objective. Potential issues to look out for include:

• Describing a symptom instead of the root cause. If this happens, go back to your notes to try to uncover why something is happening, not what.
• Presenting a preferred solution. It can often be tempting to write a problem statement in such a way that only one solution is possible. Fix this by looking for ways you can broaden the focus.
• A lack of clarity. This can be caused by trying to capture too many problems at once, or not clearly framing the gap between how the current and desired states. 

3. Refine and iterate

Once you think you’ve captured the problem, don’t stop there. Continue to refine it by analyzing it from multiple perspectives. Would someone not familiar with the stakeholders and their background be able to understand the problem? Would someone from a different field altogether be able to identify the root cause? 

If you haven’t already, this can be a good opportunity to open up the problem statement to other members of your team to get their point of view. Ask them if it matches their understanding of the problem. Try to identify any potential ambiguities. When you’ve reached a point at which the problem lacks an obvious solution and is generating healthy discussion, you’re probably there. 

Templates to help you create actionable problem statements

When drafting your problem statement, there’s no reason to start from a completely blank slate. The following templates can help kickstart the process of drilling down into the root causes, framing the issue, and defining exactly what the problem is:

• 5 Whys Template
• Problem Framing Template
• Problem Statement Template

Define, understand, and solve problems faster

The art of writing problem statements shouldn’t be lost on your team. Learning to create effective statements enables you to get a better understanding of what has caused the problem, who and what the problem impacts, and why it should be solved in the first place. Knowing how to state this in language that is clear, concise, and impactful is one of the best ways to set you and your team up for success.

How have problem statements helped you come up with creative solutions? We’d love to hear how you’ve put them to use — and how you keep using them today.

Learn more about facilitation and how you can succeed at it wherever you are by downloading our Definitive Guide to Facilitating Remote Workshops .

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The Research Problem & Statement

What they are & how to write them (with examples)

By: Derek Jansen (MBA) | Expert Reviewed By: Eunice Rautenbach (DTech) | March 2023

If you’re new to academic research, you’re bound to encounter the concept of a “ research problem ” or “ problem statement ” fairly early in your learning journey. Having a good research problem is essential, as it provides a foundation for developing high-quality research, from relatively small research papers to a full-length PhD dissertations and theses.

In this post, we’ll unpack what a research problem is and how it’s related to a problem statement . We’ll also share some examples and provide a step-by-step process you can follow to identify and evaluate study-worthy research problems for your own project.

Overview: Research Problem 101

What is a research problem.

• What is a problem statement?

Where do research problems come from?

• How to find a suitable research problem
• Key takeaways

A research problem is, at the simplest level, the core issue that a study will try to solve or (at least) examine. In other words, it’s an explicit declaration about the problem that your dissertation, thesis or research paper will address. More technically, it identifies the research gap that the study will attempt to fill (more on that later).

Let’s look at an example to make the research problem a little more tangible.

To justify a hypothetical study, you might argue that there’s currently a lack of research regarding the challenges experienced by first-generation college students when writing their dissertations [ PROBLEM ] . As a result, these students struggle to successfully complete their dissertations, leading to higher-than-average dropout rates [ CONSEQUENCE ]. Therefore, your study will aim to address this lack of research – i.e., this research problem [ SOLUTION ].

A research problem can be theoretical in nature, focusing on an area of academic research that is lacking in some way. Alternatively, a research problem can be more applied in nature, focused on finding a practical solution to an established problem within an industry or an organisation. In other words, theoretical research problems are motivated by the desire to grow the overall body of knowledge , while applied research problems are motivated by the need to find practical solutions to current real-world problems (such as the one in the example above).

As you can probably see, the research problem acts as the driving force behind any study , as it directly shapes the research aims, objectives and research questions , as well as the research approach. Therefore, it’s really important to develop a very clearly articulated research problem before you even start your research proposal . A vague research problem will lead to unfocused, potentially conflicting research aims, objectives and research questions .

What is a research problem statement?

As the name suggests, a problem statement (within a research context, at least) is an explicit statement that clearly and concisely articulates the specific research problem your study will address. While your research problem can span over multiple paragraphs, your problem statement should be brief , ideally no longer than one paragraph . Importantly, it must clearly state what the problem is (whether theoretical or practical in nature) and how the study will address it.

Here’s an example of a statement of the problem in a research context:

Rural communities across Ghana lack access to clean water, leading to high rates of waterborne illnesses and infant mortality. Despite this, there is little research investigating the effectiveness of community-led water supply projects within the Ghanaian context. Therefore, this study aims to investigate the effectiveness of such projects in improving access to clean water and reducing rates of waterborne illnesses in these communities.

As you can see, this problem statement clearly and concisely identifies the issue that needs to be addressed (i.e., a lack of research regarding the effectiveness of community-led water supply projects) and the research question that the study aims to answer (i.e., are community-led water supply projects effective in reducing waterborne illnesses?), all within one short paragraph.

Need a helping hand?

Wherever there is a lack of well-established and agreed-upon academic literature , there is an opportunity for research problems to arise, since there is a paucity of (credible) knowledge. In other words, research problems are derived from research gaps . These gaps can arise from various sources, including the emergence of new frontiers or new contexts, as well as disagreements within the existing research.

Let’s look at each of these scenarios:

New frontiers – new technologies, discoveries or breakthroughs can open up entirely new frontiers where there is very little existing research, thereby creating fresh research gaps. For example, as generative AI technology became accessible to the general public in 2023, the full implications and knock-on effects of this were (or perhaps, still are) largely unknown and therefore present multiple avenues for researchers to explore.

New contexts – very often, existing research tends to be concentrated on specific contexts and geographies. Therefore, even within well-studied fields, there is often a lack of research within niche contexts. For example, just because a study finds certain results within a western context doesn’t mean that it would necessarily find the same within an eastern context. If there’s reason to believe that results may vary across these geographies, a potential research gap emerges.

Disagreements – within many areas of existing research, there are (quite naturally) conflicting views between researchers, where each side presents strong points that pull in opposing directions. In such cases, it’s still somewhat uncertain as to which viewpoint (if any) is more accurate. As a result, there is room for further research in an attempt to “settle” the debate.

Of course, many other potential scenarios can give rise to research gaps, and consequently, research problems, but these common ones are a useful starting point. If you’re interested in research gaps, you can learn more here .

How to find a research problem

Given that research problems flow from research gaps , finding a strong research problem for your research project means that you’ll need to first identify a clear research gap. Below, we’ll present a four-step process to help you find and evaluate potential research problems.

If you’ve read our other articles about finding a research topic , you’ll find the process below very familiar as the research problem is the foundation of any study . In other words, finding a research problem is much the same as finding a research topic.

Step 1 – Identify your area of interest

Naturally, the starting point is to first identify a general area of interest . Chances are you already have something in mind, but if not, have a look at past dissertations and theses within your institution to get some inspiration. These present a goldmine of information as they’ll not only give you ideas for your own research, but they’ll also help you see exactly what the norms and expectations are for these types of projects.

At this stage, you don’t need to get super specific. The objective is simply to identify a couple of potential research areas that interest you. For example, if you’re undertaking research as part of a business degree, you may be interested in social media marketing strategies for small businesses, leadership strategies for multinational companies, etc.

Depending on the type of project you’re undertaking, there may also be restrictions or requirements regarding what topic areas you’re allowed to investigate, what type of methodology you can utilise, etc. So, be sure to first familiarise yourself with your institution’s specific requirements and keep these front of mind as you explore potential research ideas.

Step 2 – Review the literature and develop a shortlist

Once you’ve decided on an area that interests you, it’s time to sink your teeth into the literature . In other words, you’ll need to familiarise yourself with the existing research regarding your interest area. Google Scholar is a good starting point for this, as you can simply enter a few keywords and quickly get a feel for what’s out there. Keep an eye out for recent literature reviews and systematic review-type journal articles, as these will provide a good overview of the current state of research.

At this stage, you don’t need to read every journal article from start to finish . A good strategy is to pay attention to the abstract, intro and conclusion , as together these provide a snapshot of the key takeaways. As you work your way through the literature, keep an eye out for what’s missing – in other words, what questions does the current research not answer adequately (or at all)? Importantly, pay attention to the section titled “ further research is needed ”, typically found towards the very end of each journal article. This section will specifically outline potential research gaps that you can explore, based on the current state of knowledge (provided the article you’re looking at is recent).

Take the time to engage with the literature and develop a big-picture understanding of the current state of knowledge. Reviewing the literature takes time and is an iterative process , but it’s an essential part of the research process, so don’t cut corners at this stage.

As you work through the review process, take note of any potential research gaps that are of interest to you. From there, develop a shortlist of potential research gaps (and resultant research problems) – ideally 3 – 5 options that interest you.

Step 3 – Evaluate your potential options

Once you’ve developed your shortlist, you’ll need to evaluate your options to identify a winner. There are many potential evaluation criteria that you can use, but we’ll outline three common ones here: value, practicality and personal appeal.

Value – a good research problem needs to create value when successfully addressed. Ask yourself:

• Who will this study benefit (e.g., practitioners, researchers, academia)?
• How will it benefit them specifically?
• How much will it benefit them?

Practicality – a good research problem needs to be manageable in light of your resources. Ask yourself:

• What data will I need access to?
• What knowledge and skills will I need to undertake the analysis?
• What equipment or software will I need to process and/or analyse the data?
• How much time will I need?
• What costs might I incur?

Personal appeal – a research project is a commitment, so the research problem that you choose needs to be genuinely attractive and interesting to you. Ask yourself:

• How appealing is the prospect of solving this research problem (on a scale of 1 – 10)?
• Why, specifically, is it attractive (or unattractive) to me?
• Does the research align with my longer-term goals (e.g., career goals, educational path, etc)?

Depending on how many potential options you have, you may want to consider creating a spreadsheet where you numerically rate each of the options in terms of these criteria. Remember to also include any criteria specified by your institution . From there, tally up the numbers and pick a winner.

Step 4 – Craft your problem statement

Once you’ve selected your research problem, the final step is to craft a problem statement. Remember, your problem statement needs to be a concise outline of what the core issue is and how your study will address it. Aim to fit this within one paragraph – don’t waffle on. Have a look at the problem statement example we mentioned earlier if you need some inspiration.

Key Takeaways

We’ve covered a lot of ground. Let’s do a quick recap of the key takeaways:

• A research problem is an explanation of the issue that your study will try to solve. This explanation needs to highlight the problem , the consequence and the solution or response.
• A problem statement is a clear and concise summary of the research problem , typically contained within one paragraph.
• Research problems emerge from research gaps , which themselves can emerge from multiple potential sources, including new frontiers, new contexts or disagreements within the existing literature.
• To find a research problem, you need to first identify your area of interest , then review the literature and develop a shortlist, after which you’ll evaluate your options, select a winner and craft a problem statement .

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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How to Write an Effective Problem Statement for Your Research Paper

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Table of Contents

The problem statement usually appears at the beginning of an article, making it one of the first things readers encounter. An excellent problem statement not only explains the relevance and importance of the research but also helps readers quickly determine if the article aligns with their interests by clearly defining the topic. Therefore, the problem statement plays a unique role in the widespread dissemination of the paper and enhancing the researcher’s academic influence.  

In this article, we will focus on writing ideas, structure, and practical examples of the problem statement, helping researchers easily write an excellent problem statement.  

Basic Writing Strategies for the Problem Statement  

The problem statement aims to highlight the pressing issue the research intends to address. It should be concise and to the point. Researchers can follow a two-step approach: first, think about the content of the problem statement, and then organize the writing framework.  

Before writing, clarify the following points¹ :  

• What is the reader’s level of understanding of the research topic?  
• How can the significance of the research be effectively conveyed to the reader?  

After addressing these two questions, you can organize the content according to the following structure:  

• Clarify what you aim to achieve with your research.  
• Explore why the problem exists and explain how solving it helps reach the goal.  
• Outline the potential impact of the research, such as possible outcomes, challenges, and benefits.  
• Recommend a plan for your experiment that follows the rules of science.  
• Explain the potential consequences if the problem is not resolved (if applicable).  

Three Important Parts of the Problem Statement  

The content and length of the problem statement can vary depending on the type of research. Although there’s no fixed format, it’s helpful to include these three key parts:  

  Research Background:  

Explain clearly what problem your research focuses on. Describe how things would be better if this problem didn’t exist. Also, talk about what other researchers have tried to do about this problem and what still needs to be figured out.  

  Research Significance:  

Clarify the impact of the problem on the research field and society, and analyze the cause of the problem. Explain who will benefit from solving the problem, thus demonstrating the relevance of the research and its contribution to the existing research system.²  To illustrate the relevance, consider aspects such as the geographical location or process where the problem occurs, the time period during which it exists, and the severity of the problem.  

Solution:  

Describe the research objective and the expected solution or results.  

Understanding the Writing Method Through Examples  

To further explore the writing method of the problem statement, let’s look at the following case.  

Research Topic: 

The benefits of vitamin D supplementation on the immune system.  

Problem Statement: 

• Review existing research on the role of vitamin D in the immune system, emphasizing the potential impacts of vitamin D deficiency on the human body.  
• List the obstacles encountered when trying to increase vitamin D levels in the body through supplements, and briefly mention the physiological or molecular mechanisms behind these obstacles.  
• Clarify feasible ways to overcome these obstacles, such as new methods to promote the absorption of vitamin D in the intestine. Then, focus on the benefits of these methods, such as helping postmenopausal women with breast cancer improve their blood vitamin D levels.   

Points to Note: 

When crafting your problem statement, focus on essential details and avoid unnecessary information. Additionally, absolute terms such as “must” should be avoided.  

( The examples in this article are used only to illustrate writing points, and the academic views contained therein are not for reference. )  

By mastering these techniques and methods, you can enhance the clarity and impact of their problem statements. This not only makes the articles more engaging for reviewers and readers but also increases the likelihood of broader dissemination.  

For efficient and professional assistance, consider reaching out to Elsevier Language Services. Our team of expert editors, who are native English speakers across various disciplines, can help refine every aspect of your article, including the problem statement. Our goal is to ensure your research achieves efficient publication and has wide-reaching impact, supporting your academic journey in the long term.  

Type in wordcount for Plus Total: USD EUR JPY Follow this link if your manuscript is longer than 9,000 words. Upload

References:  

• SURF Workshop Resources: Problem Statements – Purdue OWL® – Purdue University. (n.d.). https://owl.purdue.edu/owl/subject_specific_writing/writing_in_the_purdue_surf_program/surf_workshop_resources_problem_statements/index.html
• Problem Statement | A practical guide to delivering results. (n.d.). Copyright (C)2024 a Practical Guide to Delivering Results. All Rights Reserved. https://deliveringresults.leeds.ac.uk/delivering-results-lifecycle/problem-statement/

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How to write a problem statement

Writing problem statements for business cases.

In this post we discuss: how to develop a clear problem statement; why we need one; common mistakes to avoid, and provide tips on how they can be improved.

Why do we need one?

When developing a business case , it is often hugely useful to include a clear problem statement or similar.  It should be the starting point for many business cases. Sadly, far too many business cases do not contain a clear problem statement or sometimes even none at all (1) .

The reason we need one is that we should never commit to a business case without having a crystal clear definition of the problem it is intending to resolve.  This firstly helps us to judge whether the problem itself is a priority, relative to all the other things we might be able to at that point in time.

Going forward, if that business case results in a project, no person should ever work on that project without being totally aware of why the project is being done and what it is trying to resolve/improve.

So, what do we need to include in a problem statement and how do we write one?

Firstly, we should separate the problem/issue from any future desired state (goal).  The reason we want to do this is that we want to communicate the problem clearly and accurately before we make any decisions about what we are going to do.

Following this, we should agree that it is a problem worth addressing with the appropriate stakeholders before we then discuss and agree on the desired future state (goal) that we might commit to.

Next, and you cannot over-emphasize how important this is. We must ensure that the problem statement is crystal clear, specific and unambiguous (2) . It helps to achieve this if it is written in simple, plain (non-technical, non-jargonistic) language.

How do you create a problem statement?

Often, it should not be written by just one person.  We must minimise or even better eliminate assumptions about the issue or its impacts.

That involves talking to or involving subject matter experts (e.g. users) to confirm that we capture the issue correctly and clearly.

• Be totally specific about the issue. Qualify your statements so that they mean the same to many people and minimise assumptions and ambiguity.
• Explain why the problem matters. Even if it seems obvious.
• Describe the direct impact of the issue on for example: stakeholders; customers; users; revenue; conversion rates, security etc. etc.
• If the source of the issue cannot be proved beyond doubt, use root cause analysis or similar to support and confirm the problem statement.
• Don’t confuse issues with goals – “we need to be best in class” is more of a goal/gap statement than an issue.
• Problem statement: defines an issue and its impacts.
• Gap statement: describes something you don’t have that you either need or would benefit from. If it’s a gap statement call it that. Not a problem statement.
• Opportunity: defines the prospect of something of genuine value to stakeholders.
• Goal statement: describes an aspiration that would result in direct business benefits.
• Solution: is the specific change to be made to deliver the desired outcomes and benefits .
• Future state: describes the conditions (and potentially the results) that would be achieved if the goal is achieved.
• Road map: describes the steps that you need to take to get from your current state to your future state.

Simple example problem statement:

What we should never do: assume a solution, or even worse

It is often a huge mistake to assume the best solution before we have defined the problem properly. Even worse, is to start the problem statement or business case by proposing or describing a solution.

Also, in many cases, we should not expend the time to confirm the optimum solution until we have confirmed this is a problem worth resolving (2) .

We should resist the temptation to consider solutions until the problem is a) fully defined and b) confirmed by those who need to. Otherwise, our solution may well be ineffective.

For these reasons, we should hold back on considering or defining solutions until we have formally agreed with the relevant parties that this is a problem worth fixing.

Conclusion:

Having a clear problem statement is of huge value and importance. Assuming the idea/issue goes forward and results in a change, everyone involved in developing the chosen solution should be explicitly aware of the exact problem you are addressing and the impacts you are trying to resolve.

• This is not an isolated example. I was presented with a 27-page business case proposing a new system.  The opening pages and executive summary focused exclusively on extolling the virtues of the new system.  The language being used even made it very obvious where the whole text had come from.  Not once, in all 27 pages were any issues (that the new system was going to resolve) highlighted or discussed.  The Business case was full of words like ‘seamless’, ‘integrated’, ‘best in class’ etc. Totally meaningless, but resulted in an expensive project. Why? Personally, I have no idea.
• Real-world case-study. When facilitating the development of draft business cases among a large group of product managers, the first step was to agree on and present the problem statement to members of the leadership team. This was in a medium-sized software house. Following discussion between the individual product managers and leadership team, it was remarkable how many times: a) the initial text provided did not clearly or accurately describe the issue, and b) how many did not go forward to any further consideration once the issue was properly understood by all parties, as it was not considered a priority by the leadership team.

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Problem Statement: What It Is, How to Write + Examples

A well-defined problem statement is the foundation of any successful project, research, or initiative. Whether you’re a student, a professional, or an entrepreneur, understanding a problem statement and how to craft one effectively is crucial. 

In this blog post, we will dive deep into problem statements, explaining what they are, how to write them, and providing real-life examples to guide you.

What Is a Problem Statement?

A problem statement is a concise and clear description of an issue or challenge that needs to be addressed. It serves as a roadmap for problem-solving and decision-making, helping individuals and teams define the scope of their work and focus on the most critical aspects of a problem. 

The problem statement underscores the need for exploring viable solutions and potential solutions to tackle the rising energy consumption in our community.

A well-crafted problem statement should be:

• Specific: Clearly define the problem, avoiding vague or general descriptions.
• Measurable: Include criteria to assess the success or completion of the solution.
• Achievable: Ensure that the problem can be solved or improved within reasonable constraints.
• Relevant: Align the problem statement with your goals and objectives.
• Time-bound: Set a timeframe for solving the problem or achieving progress.

When to Use a Problem Statement

A problem statement is a concise and clear description of an issue or challenge that needs to be addressed. It is often used in various contexts, including business, research , project management, and problem-solving. 

Here are some key elements of situations in which you should use to write a problem statement in a brief and focused manner:

• Project Proposals: When proposing a project, whether it’s for a business world initiative or a research endeavor, concise writing problem statements help stakeholders understand why the project is necessary and what it aims to solve.
• Business Plans: A brief error statement can provide context for the business goals and objectives in a business plan or strategy document. It helps identify the specific market or industry challenges the business addresses.
• Research Proposals: In academic or scientific research proposals, a succinct error statement outlines the research question or problem the study intends to investigate. It sets the stage for the research objectives and methodology.
• Product Development: When creating a new product or service, a short problem statement helps the design process and development teams focus on solving a specific user or market problem.
• Policy Development: In the public sector, government agencies and policymakers often use error statements to define and communicate the issues that need attention, leading to the formulation of policies or regulations.
• Conflict Resolution: In conflict resolution or mediation processes, a concise error statement can help parties involved in a dispute to understand the core issues and work towards a resolution.
• Quality Improvement: In quality management or process improvement initiatives, a brief error statement helps identify the areas in a process where improvements are needed.
• Marketing and Advertising: When creating marketing campaigns or advertising materials, a problem statement can be used to highlight a consumer’s pain point and show how a product or service can solve it.
• Innovation Challenges: In innovation competitions or hackathons, participants often start by defining a clear and concise error statement before brainstorming a proposed solution.
• Personal Goals: Even in personal development or goal-setting, it can be helpful to formulate a concise problem statement to clarify what you want to achieve and why.

How to Write an Effective Problem Statement

Writing an effective problem statement is crucial for any project, research, or initiative because it sets the stage for addressing the issue at hand. A well-crafted problem statement clarifies the problem, provides context, and serves as a guide for developing and implementing solutions. 

Here are the steps to write an effective problem statement:

01. Understand the Problem:

Begin by thoroughly understanding the problem you intend to address. Conduct research, gather data, and talk to relevant stakeholders to gain insights into the issue. Identify the scope and boundaries of the problem.

02. Define the Problem Clearly:

Your problem statement should be clear and concise. Avoid vague or ambiguous language. State the problem in simple terms so anyone reading it can understand the issue.

03. Provide Context:

Give background information to help readers understand the problem’s significance. Explain why it is important, who it affects, and what its implications are. Provide relevant statistics, trends, or examples to illustrate the problem’s financial costs, scope and impact.

04. Identify the Root Cause:

Try to identify the underlying causes or factors contributing to the problem. This will help address the issue at its core rather than just its symptoms.

05. Be Specific:

Avoid broad or generic problem statements. Instead, narrow down the problem to a specific issue that can be tackled effectively. Specificity will make it easier to develop targeted solutions.

06. Use Measurable Criteria:

Include measurable criteria for success. This allows you to evaluate whether the problem has been resolved or improvements have been made. Quantifiable metrics help in tracking progress.

07. Make It Feasible:

Ensure that the problem statement reflects a realistic and achievable challenge. It should be addressed within your resources and constraints.

08. Avoid Solution Language:

This should focus on describing the problem, not proposing solutions. Avoid phrases like “we need to do X” or “we should implement Y.” Save the solution-oriented discussions for later in the design thinking process.

09. Consider the Audience:

Tailor your own problem statement to the audience it is intended for. Use language and terminology that your audience can understand and relate to. Adapt the level of technical detail accordingly.

10. Seek Feedback:

Share your problem statement with colleagues, experts, or stakeholders to gather feedback and refine it. Their input can help ensure clarity and completeness.

11. Revise and Refine:

Continue to revise and refine the error statement as you gather more information and insights. It may evolve as your understanding of the problem deepens.

12. Test for Objectivity:

Ensure that your problem statement is free from bias and reflects a balanced perspective. Avoid making assumptions or assigning blame without evidence.

Examples of Problem Statements

The problem statement serves as the foundation for your research, outlining the key challenges and issues we aim to address in just a few sentences and providing a clear direction for our study. To further illustrate how to create effective problem statements, let’s explore some real-life problem statement examples:

Example 1: Education

“The high school dropout rate in our community has risen by 20% over the past two years, negatively impacting our future workforce. We need to implement targeted intervention programs to reduce dropout rates and ensure a more educated workforce.”

Example 2: Healthcare

“Patients in our clinic often face long wait times for appointments, resulting in dissatisfaction and delays in medical care. We must streamline our appointment scheduling process to reduce wait times and improve patient’s customer satisfaction ratings.”

Example 3: Business

“Our e-commerce website experiences a high cart abandonment rate, leading to lost sales opportunities. We must identify the reasons for cart abandonment and implement strategies to increase conversion rates.”

A well-crafted problem statement is fundamental for effective problem-solving in any field or endeavor. Following the steps outlined in this blog post and studying the examples provided can enhance your ability to define, address, and ultimately solve complex problems. 

Whether you’re a student tackling a research project or a professional seeking to improve your organization’s processes, mastering the art of problem statement writing is a valuable skill that can lead to greater success.

QuestionPro streamlines problem-solving with versatile surveys, data analysis, segmentation, and real-time reporting. It offers a comprehensive toolkit for gathering valuable insights, facilitating informed decision-making, and addressing problem statements effectively.

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Home » Problem Statement – Writing Guide, Examples and Types

Problem Statement – Writing Guide, Examples and Types

Table of Contents

Problem Statement

Definition:

Problem statement is a clear, concise, and well-defined statement that outlines the issue or challenge that needs to be addressed. It is a crucial element in any project or research as it provides a clear understanding of the problem, its context, and its potential impact.

Types of Problem Statements

There are various types of problem statements, and the type of problem statement used depends on the context and purpose of the project or research. Some common types of problem statements are:

Business Problem Statement

Business Problem Statement identifies a problem or challenge within an organization that needs to be solved. It typically includes the impact of the problem on the organization and its stakeholders, such as customers, employees, or shareholders.

Research Problem Statement

Research Problem Statement outlines the research question or problem that the study aims to address. It describes the research objectives, the significance of the research, and the potential impact of the research findings.

Design Problem Statement

Design Problem Statement defines the problem or challenge that a design project aims to solve. It includes the user’s needs, the design constraints, and the desired outcomes of the design project.

Social Problem Statement

Social Problem Statement describes a problem or challenge in society that needs to be addressed. It typically includes the social, economic, or political impact of the problem and its effect on individuals or communities.

Technical Problem Statement

Technical Problem Statement defines a problem or challenge related to technology or engineering. It includes the technical requirements, constraints, and potential solutions to the problem.

Components of Problem Statement

The components of a problem statement may vary depending on the context and purpose of the project or research, but some common components include:

• Problem description : This component provides a clear and concise description of the problem, its context, and its impact. It should explain what the problem is, who is affected by it, and why it needs to be addressed.
• Background information : This component provides context for the problem by describing the current state of knowledge or practice related to the problem. It may include a review of relevant literature, data, or other sources of information.
• Objectives : This component outlines the specific objectives that the project or research aims to achieve. It should explain what the project or research team hopes to accomplish by addressing the problem.
• Scope : This component defines the boundaries of the problem by specifying what is included and excluded from the problem statement. It should clarify the limits of the project or research and ensure that the team remains focused on the core problem.
• Methodology : This component outlines the approach or methodology that the project or research team will use to address the problem. It may include details about data collection, analysis, or other methods used to achieve the objectives.
• Expected outcomes : This component describes the potential impact or outcomes that the project or research aims to achieve. It should explain how the solution or findings will address the problem and benefit the stakeholders.

How to write Problem Statement

Here are some general steps to follow when writing a problem statement:

• Identify the problem : Clearly identify the problem that needs to be addressed. Consider the context, stakeholders, and potential consequences of the problem.
• Research the problem: Conduct research to gather data and information about the problem. This may involve reviewing literature, analyzing data, or consulting with experts.
• Define the problem: Define the problem clearly and concisely, using specific language and avoiding vague or ambiguous terms. Be sure to include the impact of the problem and the context in which it occurs.
• State the objectives : Clearly state the objectives that the project or research aims to achieve. This should be specific and measurable, with clear outcomes that can be evaluated.
• Identify the scope: Identify the boundaries of the problem, including what is included and excluded from the problem statement. This helps to ensure that the team remains focused on the core problem.
• Outline the methodology : Outline the approach or methodology that the project or research team will use to address the problem. This should be based on research and best practices, and should be feasible and realistic.
• Describe the expected outcomes : Describe the potential impact or outcomes that the project or research aims to achieve. Be specific about how the solution or findings will address the problem and benefit the stakeholders.
• Revise and refine : Review the problem statement and revise it as needed to ensure clarity, accuracy, and completeness.

Applications of Problem Statement

Here are some of the applications of problem statements:

• Research : In academic research, problem statements are used to clearly define the research problem, identify the research question, and justify the need for the study. A well-crafted problem statement is essential for the success of any research project.
• Project management: In project management, problem statements are used to identify the issues or challenges that a project team needs to address. Problem statements help project managers to define project scope, set project goals, and develop project plans.
• Business strategy: In business strategy, problem statements are used to identify business challenges and opportunities. Problem statements help businesses to define their strategic objectives, develop action plans, and allocate resources.
• Product development : In product development, problem statements are used to identify customer needs and develop new products that address those needs. Problem statements help product developers to define product requirements, develop product features, and test product prototypes.
• Policy-making: In public policy-making, problem statements are used to identify social, economic, and environmental issues that require government intervention. Problem statements help policymakers to define policy objectives, develop policy options, and evaluate policy outcomes.

Examples of Problem Statements

Examples of Problem Statements are as follows:

• High student-to-teacher ratios are leading to decreased individualized attention and lower academic achievement.
• Limited funding for extracurricular activities is limiting opportunities for student development and engagement.
• The lack of diversity and inclusion in curriculum is limiting cultural understanding and perpetuating inequalities.
• The need for continuous professional development for teachers is crucial to improving teaching quality and student outcomes.
• Unequal access to education due to socio-economic status, geographical location, or other factors is contributing to disparities in academic achievement.
• The shortage of healthcare professionals is leading to increased patient wait times and decreased quality of care.
• Limited access to mental health services is contributing to the high prevalence of mental health issues and suicides.
• The over-prescription of opioids is contributing to the current opioid epidemic and increasing rates of addiction and overdose.
• Limited access to affordable and nutritious food is leading to poor nutrition and increased rates of chronic diseases.
• The lack of standardized electronic health record systems is limiting coordination of care and leading to medical errors.

Environmental Science

• Pollution from industrial and agricultural practices is contributing to climate change and increased health risks.
• The overexploitation of natural resources is leading to decreased biodiversity and ecological imbalance.
• Limited access to clean water is leading to health issues and affecting agriculture and economic development.
• The destruction of natural habitats is leading to the extinction of many species and disrupting ecosystems.
• Climate change is leading to more frequent and severe natural disasters, causing significant damage to infrastructure and displacement of populations.

Engineering

• The inadequate design and maintenance of bridges and roads is leading to increased accidents and fatalities.
• The lack of reliable and sustainable energy sources is contributing to environmental degradation and limiting economic growth.
• The lack of cybersecurity measures in critical infrastructure is making it vulnerable to cyber attacks and compromising public safety.
• The lack of efficient waste management systems is contributing to pollution and environmental degradation.
• The need for developing technologies that are environmentally friendly and sustainable is crucial to addressing climate change.

Social Work

• The lack of resources for mental health and social services is contributing to homelessness and the need for emergency assistance.
• The high prevalence of child abuse and neglect is leading to long-term physical and emotional harm to children.
• The lack of affordable and accessible childcare is limiting the opportunities for working parents, especially mothers.
• The stigmatization of mental health issues is limiting access to mental health services and perpetuating discrimination.
• The limited access to education, employment, and housing opportunities is contributing to poverty and social inequality.
• The increasing use of ad-blocking software is limiting the effectiveness of traditional digital advertising.
• The lack of transparency in digital advertising is leading to ad fraud and decreased trust in online marketing.
• The need to adapt marketing strategies to changing consumer behaviors and preferences is crucial to reaching target audiences effectively.
• The high competition in the marketplace is making it challenging for small businesses to compete with larger corporations.
• The need to balance marketing goals with ethical considerations is crucial to maintaining consumer trust and avoiding negative publicity.
• The high prevalence of anxiety and depression is leading to decreased productivity and increased healthcare costs.
• The limited access to mental health services in certain geographic areas is limiting access to care and contributing to disparities in mental health outcomes.
• The need for effective prevention and intervention programs for substance abuse and addiction is crucial to reducing rates of addiction and overdose.
• The lack of awareness and understanding of mental health issues is perpetuating stigma and limiting access to care.
• The need for culturally sensitive mental health services that are tailored to the needs of diverse populations is crucial to improving mental health outcomes.

Purpose of Problem Statement

The purpose of a problem statement is to clearly and concisely describe a specific problem or issue that needs to be addressed. It serves as a clear and succinct explanation of the problem, its context, and its importance, providing the necessary information to understand why the problem is worth solving. A well-crafted problem statement also helps to define the scope of the problem, which in turn helps to guide the research or problem-solving process. In essence, a problem statement sets the stage for identifying potential solutions and determining the best approach to solve the problem.

Characteristics of Problem Statement

The characteristics of a good problem statement include:

• Clear and concise : A problem statement should be written in clear and concise language, free of technical jargon, and easily understandable to the intended audience.
• Specific : The statement should clearly define the problem and its scope. It should identify the who, what, where, when, and why of the problem.
• Measurable : A problem statement should be measurable in some way, whether through quantitative or qualitative methods. This allows for objective assessment of progress towards solving the problem.
• Relevant : The problem statement should be relevant to the context in which it is presented. It should relate to the needs and concerns of stakeholders and the broader community.
• Feasible : The problem statement should be realistic and achievable, given the available resources and constraints.
• Innovative: A good problem statement should inspire creative and innovative solutions.
• Actionable : The problem statement should lead to actionable steps that can be taken to address the problem. It should provide a roadmap for moving forward.

Advantages of Problem Statement

Advantages of Problem Statement are as follows:

• Focus : A problem statement helps to clearly define the problem at hand and provides focus to the problem-solving process. It helps to avoid wasting time and resources on issues that are not relevant.
• Alignment : A well-written problem statement ensures that everyone involved in the problem-solving process is on the same page and understands the issue at hand. This alignment helps to ensure that efforts are focused in the right direction and that everyone is working towards the same goal.
• Clarity : A problem statement provides clarity about the nature of the problem and its impact. This clarity helps to facilitate communication and decision-making, making it easier to develop effective solutions.
• Innovation : A well-crafted problem statement can inspire creativity and encourage innovative thinking. By clearly defining the problem, it can help to identify new approaches and solutions that may not have been considered before.
• Measurability : A problem statement that is clear and specific can be used to measure progress and success. It helps to ensure that efforts are focused on addressing the root cause of the problem and that progress towards a solution can be tracked and evaluated.

Limitations of Problem Statement

While problem statements have many advantages, they also have some limitations, such as:

• Limited Scope: A problem statement is usually focused on a specific issue or challenge. As a result, it may not capture the full complexity of a larger problem, which can limit the effectiveness of the solutions developed.
• Lack of Detail : In some cases, problem statements may be too broad or lack sufficient detail, which can make it difficult to develop effective solutions. It’s important to ensure that the problem statement is specific enough to guide the problem-solving process.
• Bias : The way in which a problem statement is written can sometimes reflect the biases or assumptions of the person or group writing it. This can lead to a narrow or incomplete understanding of the problem and limit the effectiveness of the solutions developed.
• Inflexibility : A problem statement may be too rigid or inflexible, which can limit the exploration of alternative solutions. It’s important to keep an open mind and be willing to adapt the problem statement as new information or perspectives emerge.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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How to Write an Effective Problem Statement

Published: April 9, 2018 by Rod Morgan

Continuous improvement specialists are challenged to solve problems for their organizations or clients. They have acquired a wide array of tools, methods and techniques for that purpose.

If continuous improvement practitioners are able to establish the winning conditions for change, they can look forward to successful outcomes. However, the devil is in the details, making continuous improvement jobs interesting and challenging.

One of those “little devils” that often gets overlooked is the need to construct an effective problem statement at the start of any improvement project.

What Is a Problem Statement?

Adapted from an article by Alan Bryman in the International Journal of Social Research Methodology : A problem is a statement about an area of concern, a condition to be improved upon, a difficulty to be eliminated, or a troubling question that exists in theory or in practice that points to the need for meaningful understanding and deliberate investigation.

Why Is It So Hard to Write an Effective Problem Statement?

One of the challenges in writing a great problem statement is the distractions that can come from a variety of sources.

• Symptoms associated with the problem add to the confusion when trying to describe a problem. For example, arriving at the physician’s office and stating, “Doctor, I am experiencing pain in the back of my thigh down to the lower part of my leg! I need you to ‘fix’ my leg!” It is only after a thoughtful evaluation that the doctor concludes that your problem lies with your sciatic nerve and originates in your lower back.
• Solutions are often an early consideration when wrestling with a problem. When one is faced with a problem, alleviating that pain as quickly as possible is a natural, almost reflexive, action. It is, however, extremely important to avoid jumping to solutions until a profound understanding of the current state is achieved.
• The search for causes of your pain is a natural reaction that also needs to be avoided when first describing a problem. Establishing root cause will be a part of the ensuing investigative procedure but should be reserved for the appropriate time in the lifecycle of the problem-solving method.
• Blame is also a natural reflex when one is afflicted with a problem. A quote attributed to John Burroughs, American naturalist and nature essayist, may be all that needs to be said on this subject: “You can get discouraged many times, but you are not a failure until you begin to blame somebody else and stop trying.”

In short, a great problem statement must be free of causes, solutions and blame, and careful consideration must be given to ensure symptoms do not become a distraction.

What Is in a Problem Statement?

A problem statement should describe an undesirable gap between the current-state level of performance and the desired future-state level of performance. A problem statement should include absolute or relative measures of the problem that quantify that gap, but should not include possible causes or solutions!

Key elements of an effective problem statement include:

• Gap : Identify the gap (pain) that exists today.
• Timeframe, location and trend : Describe when and where the problem was first observed and what kind of trend it is following.
• Impact : Quantify the gap (cost, time, quality, environmental, personal, etc.)
• Importance : To the organization, the individual, etc. to better understand the urgency.

What Method Can I Employ to Author a Great Problem Statement?

The ability to articulate an effective problem statement is not simply a business skill – it is a life skill. How can children, youth and adults begin to solve problems if they haven’t been able to adequately describe them? This holds true for continuous improvement specialists.

The 5W2H (what, when, where, why, who, how, how much) method is deceptively simple. Ask the right questions in the right order and let the answers lead you to a great problem statement.

Example of Developing a Problem Statement

Let’s walk through the 5W2H method for manufacturing and call center examples.

Question 1 : What is the problem that needs to be solved?

• Manufacturer : Window frames and parts are ending up in the assembly department missing required weep holes or slots.
• Call center : The assessment call is too complex, time consuming and administratively heavy, resulting in a diminished experience for the client as well as the staff member performing the work.

Question 2 : Why is it a problem? (highlight the pain)

• Manufacturer : If identified (visual inspection), the affected parts must be sent back for rework, thereby increasing the overall cost of manufacturing, creating higher inventory levels (WIP) and increasing risk since some of the defects may not be detected until later in the process, or worse, they may end up being incorrectly shipped to the job sites.
• Call center : This results in higher variability and length of call handling time, clients having to repeat their “story” as the move through the assessment and downstream case worker (meeting) process, clients providing more information than may be required, increased workload for the assessment worker and increased wait times in the (telephone) queue. The overall impact is reduced service levels as well as diminished client and assessment worker experience.

Question 3 : Where is the problem observed? (location, products)

• Manufacturer : This problem is observed in the assembly department, downstream departments as well as ultimately in the field with customer complaints and costly field repairs and replacements.
• Call center : This problem is observed in all assessment calls but will vary in magnitude depending on the client (needs and circumstance), assessment worker (experience) and other factors that contribute to variation in the handling of assessment calls.

Question 4 : Who is impacted? (customers, businesses, departments)

• Manufacturer : This problem affects the assembly department that is tasked with trying to inspect for the error and react accordingly, rework occurring in the department/work cell responsible for weep holes and slots, the company as a whole in terms of cost, brand and reputation, and, most importantly, the customer who is affected by this problem if it makes it to the field.
• Call center : This affects the client associated with the call, clients waiting in the queue, client’s families, and the organization and employers in the community being served.

Question 5 : When was the problem first observed?

• Manufacturer : This has been an ongoing issue going back as far as memory serves in the long-term employees, but with increased volume and more customization and higher complexity in design, the impact and severity of this problem has increased rapidly over the last two years.
• Call center : This is a latent problem that has always existed but has become more evident with recent changes, including changes in funding, legislation, demand for services, client demographics and recent integration efforts in the organization as part of their ongoing commitment to continuous improvement of service pathways and client experience.

Question 6 : How is the problem observed? (symptoms)

• Manufacturer : Customer (in-field installation and service) complaints, increased warranty costs, manufacturing non-conformance reports (NCR), complaints from assembly department team and increased costs in fabrication.
• Call center : This problem is observed in the variation in call-handling times, wait times in the telephone queue, call abandon rates, increased stress in front-line staff (workload and client anxiety/dissatisfaction) and ambiguity in call handling protocols.

Question 7 : How often is the problem observed? (error rate, magnitude, trend)

• Manufacturer : There is an observed 62,000 parts per million (PPM) for this specific defect, taking into consideration rework completed in-house and observed defects in the field. The PPM is derived from the number of weeping holes and slots required per unit assembly versus the actual number of deficiencies overall observed for the same number of units.
• Call center : This is a daily operational occurrence but increases in call complexity related to changes in the knowledge base – multiple programs and changes in the environment (client demographics and needs/circumstances, legislation, etc.) – have resulted in an increase in severity and stress on the system.

Think of a problem you have encountered in your personal or professional life, or a problem you are currently tasked to solve. Employ the preceding method of asking seven simple questions and see where it takes you.

Teach this simple and effective method to your friends, colleagues and family. Writing problem statements truly is a life skill and, when employed correctly, will place anyone in good stead to start solving the problem.

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How to Write a Case Study: The Compelling Step-by-Step Guide

Is there a poignant pain point that needs to be addressed in your company or industry? Do you have a possible solution but want to test your theory? Why not turn this drive into a transformative learning experience and an opportunity to produce a high-quality business case study? However, before that occurs, you may wonder how to write a case study.

You may also be thinking about why you should produce one at all. Did you know that case studies are impactful and the fifth most used type of content in marketing , despite being more resource-intensive to produce?

Below, we’ll delve into what a case study is, its benefits, and how to approach business case study writing:

Definition of a Written case study and its Purpose

A case study is a research method that involves a detailed and comprehensive examination of a specific real-life situation. It’s often used in various fields, including business, education, economics, and sociology, to understand a complex issue better. 

It typically includes an in-depth analysis of the subject and an examination of its context and background information, incorporating data from multiple sources, such as interviews, observations, and existing literature. 

The ultimate aim is to provide a rich and detailed account of a situation to identify patterns and relationships, generate new insights and understanding, illustrate theories, or test hypotheses.

Importance of Business Case Study Writing

As such an in-depth exploration into a subject with potentially far-reaching consequences, a case study has benefits to offer various stakeholders in the organisation leading it.

• Business Founders: Use business case study writing to highlight real-life examples of companies or individuals who have benefited from their products or services, providing potential customers with a tangible demonstration of the value their business can bring. It can be effective for attracting new clients or investors by showcasing thought leadership and building trust and credibility.
• Marketers through case studies and encourage them to take action: Marketers use a case studies writer to showcase the success of a particular product, service, or marketing campaign. They can use persuasive storytelling to engage the reader, whether it’s consumers, clients, or potential partners.
• Researchers: They allow researchers to gain insight into real-world scenarios, explore a variety of perspectives, and develop a nuanced understanding of the factors that contribute to success or failure. Additionally, case studies provide practical business recommendations and help build a body of knowledge in a particular field.

How to Write a Case Study – The Key Elements 

Considering how to write a case study can seem overwhelming at first. However, looking at it in terms of its constituent parts will help you to get started, focus on the key issue(s), and execute it efficiently and effectively.

Problem or Challenge Statement

A problem statement concisely describes a specific issue or problem that a written case study aims to address. It sets the stage for the rest of the case study and provides context for the reader. 

Here are some steps to help you write a case study problem statement:

• Identify the problem or issue that the case study will focus on.
• Research the problem to better understand its context, causes, and effects.
• Define the problem clearly and concisely. Be specific and avoid generalisations.
• State the significance of the problem: Explain why the issue is worth solving. Consider the impact it has on the individual, organisation, or industry.
• Provide background information that will help the reader understand the context of the problem.
• Keep it concise: A problem statement should be brief and to the point. Avoid going into too much detail – leave this for the body of the case study!

Here is an example of a problem statement for a case study:

“ The XYZ Company is facing a problem with declining sales and increasing customer complaints. Despite improving the customer experience, the company has yet to reverse the trend . This case study will examine the causes of the problem and propose solutions to improve sales and customer satisfaction. “

Solutions and interventions

Business case study writing provides a solution or intervention that identifies the best course of action to address the problem or issue described in the problem statement. 

Here are some steps to help you write a case study solution or intervention:

• Identify the objective , which should be directly related to the problem statement.
• Analyse the data, which could include data from interviews, observations, and existing literature.
• Evaluate alternatives that have been proposed or implemented in similar situations, considering their strengths, weaknesses, and impact.
• Choose the best solution based on the objective and data analysis. Remember to consider factors such as feasibility, cost, and potential impact.
• Justify the solution by explaining how it addresses the problem and why it’s the best solution with supportive evidence.
• Provide a detailed, step-by-step plan of action that considers the resources required, timeline, and expected outcomes.

Example of a solution or intervention for a case study:

“ To address the problem of declining sales and increasing customer complaints at the XYZ Company, we propose a comprehensive customer experience improvement program. “

“ This program will involve the following steps:

• Conducting customer surveys to gather feedback and identify areas for improvement
• Implementing training programs for employees to improve customer service skills
• Revising the company’s product offerings to meet customer needs better
• Implementing a customer loyalty program to encourage repeat business “

“ These steps will improve customer satisfaction and increase sales. We expect a 10% increase in sales within the first year of implementation, based on similar programs implemented by other companies in the industry. “

Possible Results and outcomes

Writing case study results and outcomes involves presenting the impact of the proposed solution or intervention. 

Here are some steps to help you write case study results and outcomes:

• Evaluate the solution by measuring its effectiveness in addressing the problem statement. That could involve collecting data, conducting surveys, or monitoring key performance indicators.
• Present the results clearly and concisely, using graphs, charts, and tables to represent the data where applicable visually. Be sure to include both quantitative and qualitative results.
• Compare the results to the expectations set in the solution or intervention section. Explain any discrepancies and why they occurred.
• Discuss the outcomes and impact of the solution, considering the benefits and drawbacks and what lessons can be learned.
• Provide recommendations for future action based on the results. For example, what changes should be made to improve the solution, or what additional steps should be taken?

Example of results and outcomes for a case study:

“ The customer experience improvement program implemented at the XYZ Company was successful. We found significant improvement in employee health and productivity. The program, which included on-site exercise classes and healthy food options, led to a 25% decrease in employee absenteeism and a 15% increase in productivity . “

“ Employee satisfaction with the program was high, with 90% reporting an improved work-life balance. Despite initial costs, the program proved to be cost-effective in the long run, with decreased healthcare costs and increased employee retention. The company plans to continue the program and explore expanding it to other offices .”

Case Study Key takeaways

Key takeaways are the most important and relevant insights and lessons that can be drawn from a case study. Key takeaways can help readers understand the most significant outcomes and impacts of the solution or intervention. 

Here are some steps to help you write case study key takeaways:

• Summarise the problem that was addressed and the solution that was proposed.
• Highlight the most significant results from the case study.
• Identify the key insights and lessons , including what makes the case study unique and relevant to others.
• Consider the broader implications of the outcomes for the industry or field.
• Present the key takeaways clearly and concisely , using bullet points or a list format to make the information easy to understand.

Example of key takeaways for a case study:

• The customer experience improvement program at XYZ Company successfully increased customer satisfaction and sales.
• Employee training and product development were critical components of the program’s success.
• The program resulted in a 20% increase in repeat business, demonstrating the value of a customer loyalty program.
• Despite some initial challenges, the program proved cost-effective in the long run.
• The case study results demonstrate the importance of investing in customer experience to improve business outcomes.

Steps for a Case Study Writer to Follow

If you still feel lost, the good news is as a case studies writer; there is a blueprint you can follow to complete your work. It may be helpful at first to proceed step-by-step and let your research and analysis guide the process:

• Select a suitable case study subject: Ask yourself what the purpose of the business case study is. Is it to illustrate a specific problem and solution, showcase a success story, or demonstrate best practices in a particular field? Based on this, you can select a suitable subject by researching and evaluating various options.
• Research and gather information: We have already covered this in detail above. However, always ensure all data is relevant, valid, and comes from credible sources. Research is the crux of your written case study, and you can’t compromise on its quality.
• Develop a clear and concise problem statement: Follow the guide above, and don’t rush to finalise it. It will set the tone and lay the foundation for the entire study.
• Detail the solution or intervention: Follow the steps above to detail your proposed solution or intervention.
• Present the results and outcomes: Remember that a case study is an unbiased test of how effectively a particular solution addresses an issue. Not all case studies are meant to end in a resounding success. You can often learn more from a loss than a win.
• Include key takeaways and conclusions: Follow the steps above to detail your proposed business case study solution or intervention.

Tips for How to Write a Case Study

Here are some bonus tips for how to write a case study. These tips will help improve the quality of your work and the impact it will have on readers:

• Use a storytelling format: Just because a case study is research-based doesn’t mean it has to be boring and detached. Telling a story will engage readers and help them better identify with the problem statement and see the value in the outcomes. Framing it as a narrative in a real-world context will make it more relatable and memorable.
• Include quotes and testimonials from stakeholders: This will add credibility and depth to your written case study. It also helps improve engagement and will give your written work an emotional impact.
• Use visuals and graphics to support your narrative: Humans are better at processing visually presented data than endless walls of black-on-white text. Visual aids will make it easier to grasp key concepts and make your case study more engaging and enjoyable. It breaks up the text and allows readers to identify key findings and highlights quickly.
• Edit and revise your case study for clarity and impact: As a long and involved project, it can be easy to lose your narrative while in the midst of it. Multiple rounds of editing are vital to ensure your narrative holds, that your message gets across, and that your spelling and grammar are correct, of course!

Our Final Thoughts

A written case study can be a powerful tool in your writing arsenal. It’s a great way to showcase your knowledge in a particular business vertical, industry, or situation. Not only is it an effective way to build authority and engage an audience, but also to explore an important problem and the possible solutions to it. It’s a win-win, even if the proposed solution doesn’t have the outcome you expect. So now that you know more about how to write a case study, try it or talk to us for further guidance.

Are you ready to write your own case study?

Begin by bookmarking this article, so you can come back to it. And for more writing advice and support, read our resource guides  and  blog content . If you are unsure, please reach out with questions, and we will provide the answers or assistance you need.

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PROBLEM STATEMENT

Learn everything you need to know to develop a Problem Statement by an Ex-McKinsey consultant . Includes best practices , examples, and a free problem statement template at the bottom.

“A problem well stated is a problem half solved.”

– Charles Kettering, Early 1900s American Inventor

I remember my first day on my first project at McKinsey, the partner got the team in a room for us to spend a few hours “defining the problem statement.” At first, I thought to myself, “man, what a dumb idea…this client is paying us millions of dollars, and we don’t even know what we are trying to solve?” But, as we started to debate the context of the client, the issues they faced, and the reasons why they brought us on, I started to appreciate defining the problem statement and the ability for the right problem statement to frame and focus problem solving .

What is a problem statement?

A problem statement is a clear description of the problem you are trying to solve and is typically most effectively stated as a question. Problem statements are subtly critical in effective problem solving. They have an uncanny ability in focusing the efforts of brainstorming , teamwork, and projects .

To understand this better, let’s go through some examples of how you can position a brainstorming session on various topics.

Beyond brainstorming, problem statements should be used at the beginning of any project to frame and focus on the problem. A good problem statement defines the “who” the problem involves, and defines the scope of the problem. Since problem statements guide much of the problem solving of a project, it is important not to be too narrow or broad with the problem statement.

How do you create an effective problem statement?

As stated before, every McKinsey project starts with the development of a problem statement. Once we landed on a strong problem statement, then we had to align the client with the problem statement. The easiest way for a project and team to get off track is if the team and the client are trying to solve different problems. A good problem statement aligns the expectations of the client with the team’s activities and output.

Here are the best practices when creating an effective problem statement:

Use the 5 Ws and one H

One of the most useful tools when developing a problem statement is the 5 Ws and one H, which is simply utilizing who, what, why, where, when, and how questions to frame the problem statement. Simply thinking through these questions as they relate to the problem can help you create a strong problem statement.

Ask the most crucial question, “What are we trying to solve?”

We’ve all been in those brainstorming sessions, meetings or on those projects, where you’re just scratching your head, as the conversation or directions are more like an Olympic ping-pong match going from one topic to the next. The most effective question that I’ve used in over a thousand meetings and conversations is simply “what are we trying to solve?” It cuts through the clutter, confusion, and misalignment, and quickly centers the focus and energy of everyone.

Frame the problem statement as a goal

Some of the best problem statements are simply goals formatted as questions. If you need to increase sales by 10%, a good problem statement is, “Within the next 12 months, what are the most effective options for the team to increase sales by 10%?”

Force the prioritization 

Often, the most effective problem statements force the prioritization of issues and opportunities. Using phrases such as “the most important for the customer” or “the best way” will force prioritization.

DOWNLOAD THE PROBLEM STATEMENT POWERPOINT WORKSHEET

To get you going on defining a strong problem statement, download the free and editable Problem Statement PowerPoint Worksheet.

Correctly defining a problem statement at the beginning of a project or initiative will dramatically improve the success of the project or initiative. Problem statements help guide problem solving, analysis , hypotheses , and solutions.

Developing a problem statement is an iterative brainstorming process. Get the major stakeholders in a room for a few hours and start the process by having everyone write down what they think the problem is on index cards. Collect the index cards and post them on a whiteboard. You can either discuss each one or have the group pick the top 3 and then discuss them. You can use the Problem Statement Worksheet to further define the problem by answering the 5 Ws and 1 H. The key is to find the right problem statement all stakeholders feel strongly about, in that, if the problem statement were solved, the problem would be solved.

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• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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How to Build a Compelling Problem Statement (+Case Study)

A simple formula that breaks down your buyer’s problems into a specific, compelling statement that grabs attention. Plus a step-by-step case study.

Table of contents

Your pipeline’s ‘Closed Lost’ column is filled with prospects who expressed the exact same pain points as your customers.

Both of these groups started from the same place — a list of pains that align with your product. But they ended their buying journey in two different places.

So what gives? How does a picture-perfect deal, with a prospect whose problems are a match for your product, fall through?

Nobody cared (enough).

Really. Sometimes, a competitor steals the deal. Others times, a budget gets re-allocated. But more often than not, your deal just slipped down the priority list. Your champion couldn’t get their team interested. The decider didn’t take the time to take a look.

That’s because your champion didn’t tell a compelling story that cut through the clutter .

Some champions are natural storytellers. They hit all the high notes. They know how to make their team lean in a little closer. But other buyers need your help.

They need a specific, compelling problem statement that grabs and holds attention.

Here’s how to create one.

The Formula for Compelling Problem Statements

First, I’ll give you the formula. Then, we’ll break down each of its parts.

Costs ‍ Every [Frequency], at least [Reach] are [Pain], costing us [Impact].

Consequences ‍ That means [Implication #2]. If that’s not addressed by [Timeline], then [Implication #3].

Part 1: Focus on Costs

We all feel more upset if we lose $10, than we feel happy if we find $10.

That’s the basic idea of “Loss Aversion.” We feel a greater pressure to avoid losses than we do to acquire the equivalent gain. It’s also why you should build your problem statement around losses.

Highlight active or immanent losses first, before calling out new opportunities.

To make the loss compelling, be specific. And to be specific, quantify the impact of your buyer’s problem whenever possible. A simple way to estimate the impact is: ‍

Don’t give your best guess. Ask your buyer what their guess is. Then, write it down with them. Here are a few examples, with some made up numbers:

Once you’ve quantified the problem, don’t assume the loss is meaningful .

For example, if you’re selling to the enterprise, beware of The Law of Large Numbers. Pointing out a $1M loss is pointing out 0.0001% in a business that does $10B in annual revenue.

Instead, ask questions like:

• How does this estimate of [X] compare to what you expected to see?
• How do you think [decision maker] would react to seeing this number?
• Are there other problems your team’s facing that are more pressing than this?

Part 2: Highlight Consequences

You’d be surprised what overwhelm and burnout can force us to live with. We grow numb to our problems, and apathy becomes a perfectly acceptable solution.

But often, that’s because we can’t see the full consequences of our inaction. So once you’ve quantified the loss (above), press into its implications. There are three levels of consequences you’ll want to speak to:

• Functional Problems: “It takes a long time to build customer surveys and analyze the data.”
• Strategic Problems: “We’re not sure which customers are a churn risk before their renewal date.”
• Personal Problems: “Me, or someone on my team, may lose our job if renewal revenue declines.”

Now, nobody likes talking consequences. So generally, it’s best to lead your buyers to them with questions — not statements. Questions that start by asking:

• What happens if...
• What does this mean for...
• How will that affect...

Bringing It All Together

If your head is spinning with “math” right now, your buyer’s will be too.

While you’ll quickly become fluent in problem statements using this framework, your champion will need some help. So from here, make sure to:

• Put their story to the test. After you’ve drawn out all the component parts with your champion, ask them to play back the story. Is it compelling? Is their delivery confident?
• Write it out for them. Give them something to refer back to during a conversation, and to send around to their team afterwards.
• Develop a problem statement process. Getting the data you need to turn a minor-annoyance into a can’t-ignore mega issue may require some creativity. Here’s a case study on that, below. ‍

[Case Study] “My board definitely needs to see this.”

The breakthrough that let one my past sales teams cross the chasm from $500K, to $5M, in ARR was the process for enabling our champions with a can’t-ignore problem statement.

Here’s the full story.

Creating Context

We sold marketing and fundraising software to nonprofits. CRM, landing pages, payments, email, text, video, all-in-one. For context, our market was the 1.2M nonprofits raising close to $500 B every year.

A portion of this funding comes from foundations. Foundations are organizations that exist to give out large chunks of money to nonprofits called “grants.” These grants are great when you get them, but they’re not sustainable.

For example, a $500K grant needs to be replaced with a wider group of individual donors before it’s fully spent. Otherwise, the nonprofit can’t keep funding their programs and payroll.

When nonprofits don’t raise money from individuals, that’s a problem. Think of it like investing in a startup. If the startup doesn’t find customers to generate cash — aside from raising more venture funding — the investment was for nothing. There’s no revenue to keep the show going.

Collecting the Right Data

I had created a champion out of the Head of Grantmaking at one of the nation’s largest family foundations. They grant out more than $50M to nonprofits every year, and she saw the problem we were solving.

She knew our software could help her nonprofits raise more funding, but buying software for 20 nonprofits would be a significant, six-figure deal — which needed board approval. What’s more, her board had never funded a for-profit company’s software before. Generally, nonprofits are skeptical of for-profits, regardless of their social good.

We were rolling a boulder uphill, and needed a compelling story. We were chatting one day when I said, “This may be crazy. But what if we asked all your nonprofits for their fundraising data, to show your board?”

She was up to give it a shot. So next, I:

• Wrote a three-part email campaign requesting her nonprofits help her out with a survey.
• Signed up for Typeform and built out a simple survey to collect fundraising data.
• Opened up a free Mailchimp account and built out the survey campaign.
• Recorded a Loom video that showed my champion how to upload a list of emails and hit “send.”
• Downloaded all the survey responses a week later and crunched the data in Excel.
• Put together a short, 2-page report for the next board meeting packet.

Crafting the Problem Statement

That report shared this statement: ‍

Every year, at least 200 of the Foundation’s nonprofits raise less than 20% of their annual budget from individual donors, which is costing the Foundation more than $10M in follow-on funding to keep them operational. This means the programs we support are at risk of closing, if we don’t continue to fund them. If that’s not addressed inside this fiscal year, we’ll be unable to allocate this funding to new initiatives outlined in the strategic plan we’re voting on today.

When my champion saw this, she immediately said, “ My board needs to see this .”

Here’s the end of the story.

This paragraph — not a case study, deck, or demo — helped my champion closed the deal.

That deal not only pushed us over quota for the month, it opened up a whole new market segment. We could now point to their foundation, and the 20 nonprofits they brought with them, as one of our customers. That gave us credibility to start engaging with other foundations.

In fact, we hired on a new FTE for our sales enablement team, who built out and perfected that survey process. It became a “free assessment” we gave to every champion in our pipeline.

Why stop now?

You’re on a roll. Keep reading related write-up’s mentioned above:

The One, Guaranteed Way to Trigger Urgency in B2B Sales

Go from diy, to done-with-you ai.

Fluint lets you apply everything you’re learning on this blog to the deals you’re working on, right now. Get an executive-ready business in seconds, built with your buyers and our AI.

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How to Write a Statement of the Problem in Research

Table of Contents

The problem statement is a foundation of academic research writing , providing a precise representation of an existing gap or issue in a particular field of study.

Crafting a sharp and focused problem statement lays the groundwork for your research project.

• It highlights the research's significance .
• Emphasizes its potential to influence the broader academic community.
• Represents the initial step for you to make a meaningful contribution to your discipline.

Therefore, in this article, we will discuss what is a statement of the problem in research and how to craft a compelling research problem statement.

What is a research problem statement?

A research problem statement is a concise, clear, and specific articulation of a gap in current knowledge that your research aims to bridge. It not only sets forth the scope and direction of your research but also establishes its relevance and significance.

Your problem statement in your research paper aims to:

• Define the gap : Clearly identify and articulate a specific gap or issue in the existing knowledge.
• Provide direction : Serve as a roadmap, guiding the course of your research and ensuring you remain focused.
• Establish relevance : Highlight the importance and significance of the problem in the context of your field or the broader world.
• Guide inquiry :  Formulate the research questions or hypotheses you'll explore.
• Communicate intent : Succinctly convey the core purpose of your research to stakeholders, peers, and any audience.
• Set boundaries : Clearly define the scope of your research to ensure it's focused and achievable.

When should you write a problem statement in research?

Initiate your research by crafting a clear problem statement. This should be done before any data collection or analysis, serving as a foundational anchor that clearly identifies the specific issue you aim to address.

By establishing this early on, you shape the direction of your research, ensuring it targets a genuine knowledge gap.

Furthermore, an effective and a concise statement of the problem in research attracts collaborators, funders, and supporters, resonating with its clarity and purpose. Remember, as your research unfolds, the statement might evolve, reflecting new insights and staying pertinent.

But how do you distinguish between a well-crafted problem statement and one that falls short?

Effective vs. ineffective research problem statements

Imagine a scenario where medical researchers aim to tackle a new strain of virus. Their effective problem statement wouldn't merely state the existence of the virus. Instead, it would delve into the specifics — the regions most affected, the demographics most vulnerable, and the current limitations in medical interventions.

Whereas an ineffective research problem statement is vague, overly broad, or ambiguous, failing to provide a clear direction for the research. It may not be rooted in existing literature, might lack clarity on its significance, or could be framed in a way that makes the research objectives unachievable or irrelevant.

To understand it better, let's consider the topic of “Remote work and employee productivity.”

Effective problem statement

“Over the past decade, there has been a 70% increase in organizations adopting remote work policies. While some studies suggest remote work enhances employee productivity, others indicate potential declines due to distractions at home.

However, there’s a lack of comprehensive research examining the specific factors in a remote environment that influence productivity. This study aims to identify and analyze these factors, providing organizations with actionable insights to optimize remote work policies.”

Why is this statement of a problem in research effective?

• Specificity : The statement provides a clear percentage to highlight the rise in remote work.
• Context : It acknowledges existing research and the conflicting findings.
• Clear gap identification : It points out the lack of comprehensive research on specific factors affecting productivity in remote work.
• Purpose : The statement concludes with a clear aim for the research.

Ineffective problem statement

"People are working from home a lot now, especially since there are so many internet tools. Some say it's good; others say it's not that great. This research will just look into the whole work-from-home thing and see what's up."

Why is this statement of a problem in research ineffective?

• Informal language : Phrases like "what's up" and "the whole work-from-home thing" are not suitable for academic writing.
• Vagueness : The statement doesn't provide any specific data or context about the rise of remote work.
• Lack of clear focus : It's unclear what aspect of remote work the research will address.
• Ambiguous purpose : The statement doesn't specify the research's objectives or expected outcomes.

After gaining an understanding of what an effective research problem statement looks like, let's dive deeper into how to write one.

How to write a problem statement in research?

Drafting your research problem statement at the onset of your research journey ensures that your research remains anchored. That means by defining and articulating the main issue or challenge you intend to address at the very beginning of your research process; you provide a clear focus and direction for the entire study.

Here's a detailed guide to how you can write an effective statement of the problem in research.

Identify the research area : Before addressing a specific problem, you need to know the broader domain or field of your study. This helps in contextualizing your research and ensuring it aligns with existing academic disciplines.

Example: If you're curious about the effects of digital technology on human behavior, your broader research area might be Digital Sociology or Media Studies.

Conduct preliminary literature review : Familiarize yourself with existing research related to your topic. This will help you understand what's already known and, more importantly, identify gaps or unresolved questions in the existing knowledge. This step also ensures you're advancing upon existing work rather than replicating it.

Example: Upon reviewing literature on digital technology and behavior, you find many studies on social media's impact on youth but fewer on its effects on the elderly.

Read how to conduct an effective literature review .

Define the specific problem : After thoroughly reviewing the literature, pinpoint a particular issue that your research will address. Ensure that this chosen issue is not only of substantial importance in its field but also realistically approachable given your resources and expertise. To define it precisely, you might consider:

• Highlighting discrepancies or contradictions in existing literature.
• Emphasizing the real-world implications of this gap.
• Assessing the feasibility of exploring this issue within your means and timeframe.

Example: You decide to investigate how digital technology, especially social media, affects the mental well-being of the elderly, given the limited research in this area.

Articulate clearly and concisely : Your problem statement should be straightforward and devoid of jargon. It needs to convey the essence of your research issue in a manner that's understandable to both experts and non-experts.

Example: " The impact of social media on the mental well-being of elderly individuals remains underexplored, despite the growing adoption of digital technology in this age group. "

Highlight the significance : Explain why your chosen research problem matters. This could be due to its real-world implications, its potential to fill a knowledge gap or its relevance to current events or trends.

Example: As the elderly population grows and becomes more digitally connected, understanding the psychological effects of social media on this demographic could inform digital literacy programs and mental health interventions.

Ensure feasibility : Your research problem should be something you can realistically study, given your resources, timeframe, and expertise. It's essential to ensure that you can gather data, conduct experiments, or access necessary materials or participants.

Example: You plan to survey elderly individuals in local community centers about their social media usage and perceived mental well-being, ensuring you have the means to reach this demographic.

Seek feedback : Discuss your preliminary problem statement with peers, mentors, or experts in the field. They can provide insights, point out potential pitfalls, or suggest refinements.

Example: After discussing with a gerontologist, you decide to also consider the role of digital training in moderating the effects of social media on the elderly.

Refine and Revise : Based on feedback and further reflection, revise and improve your problem statement. This iterative process ensures clarity, relevance, and precision.

Example: Your refined statement reads: Despite the increasing digital connectivity of the elderly, the effects of social media on their mental well-being, especially in the context of digital training, remain underexplored.

By following these detailed steps, you can craft a research problem statement that is both compelling and academically rigorous.

Having explored the details of crafting a research problem statement, it's crucial to distinguish it from another fundamental element in academic research: the thesis statement.

Difference between a thesis statement and a problem statement

While both terms are central to research, a thesis statement presents your primary claim or argument, whereas a problem statement describes the specific issue your research aims to address.

Think of the thesis statement as the conclusion you're driving towards, while the problem statement identifies a specific gap in current knowledge.

For instance, a problem statement might highlight the rising mental health issues among teenagers, while the thesis statement could propose that increased screen time is a significant contributor.

Refer to the comparison table between what is a thesis and a problem statement in the research below:

Common mistakes to avoid in writing statement of the problem in research

Mistakes in the research problem statement can lead to a domino effect, causing misalignment in research objectives, wasted resources, and even inconclusive or irrelevant results.

Recognizing and avoiding these pitfalls not only strengthens the foundation of your research but also ensures that your efforts concede impactful insights.

Here's a detailed exploration of frequent subjective, qualitative, quantitative and measurable mistakes and how you can sidestep them.

Being too broad or too narrow

A problem statement that's too broad can lack focus, making it challenging to derive specific research questions or objectives. Conversely, a statement that's too narrow might limit the scope of your research or make it too trivial.

Example of mistake: "Studying the effects of diet on health" is too broad, while "Studying the effects of eating green apples at 3 pm on heart health" is overly narrow.

You can refine the scope based on preliminary research. The correct way to write this problem statement will be "Studying the effects of a high-fiber diet on heart health in adults over 50." This statement is neither too broad nor too narrow, and it provides a clear direction for the research.

Using unnecessary jargon or technical language

While academic writing often involves academic terms, overloading your problem statement with jargon can alienate readers and obscure the actual problem.

Example of Mistake: "Examining the diurnal variations in macronutrient ingestion vis-à-vis metabolic homeostasis."

To ensure it’s not complicated, you can simplify and clarify. "Examining how daily changes in nutrient intake affect metabolic balance" conveys the same idea more accessible.

Not emphasizing the "Why" of the problem

It's not enough to state a problem; you must also convey its significance. Why does this problem matter? What are the implications of not addressing it?

Example of Mistake: "Many students are not engaging with online learning platforms."

You can proceed with the approach of highlighting the significance here. "Many students are not engaging with online learning platforms, leading to decreased academic performance and widening educational disparities."

Circular reasoning and lack of relevance

Your problem statement should be grounded in existing research or observed phenomena. Avoid statements that assume what they set out to prove or lack a clear basis in current knowledge.

Example of Mistake: "We need to study X because not enough research has been done on X."

Instead, try grounding your statement based on already-known facts. "While several studies have explored Y, the specific impact of X remains unclear, necessitating further research."

Being overly ambitious

While it's commendable to aim high, your problem statement should reflect a challenge that's achievable within your means, timeframe, and resources.

Example of Mistake: "This research will solve world hunger."

Here, you need to be realistic and focused. "This research aims to develop sustainable agricultural techniques to increase crop yields in arid regions."

By being mindful of these common mistakes, you can craft a problem statement that is clear, relevant and sets a solid foundation for your research.

Over-reliance on outdated data

Using data that is no longer relevant can mislead the direction of your research. It's essential to ensure that the statistics or findings you reference are current and pertinent to the present scenario.

Example of Mistake: "According to a 1995 study, only 5% of the population uses the internet for daily tasks."

You always cross-check the dates and relevance of the data you're using. For a contemporary study on internet usage, you'd want to reference more recent statistics.

Not specifying the sample size or demographic

A problem statement should be clear about the population or sample size being studied, especially when making generalizations or claims.

Example of Mistake: "People prefer online shopping to in-store shopping."

Here, you would benefit from specifying the demographic or sample size when presenting data to avoid overgeneralization. " In a survey of 1,000 urban residents aged 18-35, 70% expressed a preference for online shopping over in-store shopping. "

Ignoring conflicting data

Cherry-picking data that supports your hypothesis while ignoring conflicting data can lead to a biased problem statement.

Example of Mistake: "Research shows that all students benefit from online learning."

You’ve to ensure a balanced view by considering all relevant data, even if it contradicts your hypothesis. " While many studies highlight the advantages of online learning for students, some research points to challenges such as decreased motivation and lack of face-to-face interaction. "

Making unsubstantiated predictions

Projecting future trends without solid data can weaken the credibility of your problem statement.

Example of Mistake: "The demand for electric cars will increase by 500% in the next year."

Base your predictions on current trends and reliable data sources, avoiding hyperbolic or unsupported claims. " With the current growth rate and recent advancements in battery technology, there's potential for a significant rise in the demand for electric cars. "

Wrapping Up

A well-crafted problem statement ensures that your research is focused, relevant, and contributes meaningfully to the broader academic community.

However, the consequences of an incorrect or poorly constructed problem statement can be severe. It can lead to misdirected research efforts, wasted resources, compromised credibility, and even ethical concerns. Such pitfalls underscore the importance of dedicating time and effort to craft a precise and impactful problem statement.

So, as you start your research journey , remember that a well-defined problem statement is not just a starting point; it guides your entire research journey, ensuring clarity, relevance, and meaningful contributions to your field.

Frequently Asked Questions

A problem statement is a clear, concise and specific articulation of a gap in current knowledge that your research aims to bridge.

The Problem Statement should highlight existing gaps in current knowledge and also the significance of the research. It should also include the research question and purpose of the research.

Clear articulation of the problem and establishing relevance; Working thesis (methods to solve the problem); Purpose and scope of study — are the 3 parts of the problem statement.

While the statement of the problem articulates and delineates a particular research problem, Objectives designates the aims, purpose and strategies to address the particular problem.

Here’s an example — “The study aims to identify and analyze the specific factors that impact employee productivity, providing organizations with actionable insights to optimize remote work policies.”

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• Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

Prevent plagiarism, run a free check.

Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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McCombes, S. (2023, January 30). Case Study | Definition, Examples & Methods. Scribbr. Retrieved 5 August 2024, from https://www.scribbr.co.uk/research-methods/case-studies/

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Key takeaways

Rarely does a project get completed without any issues, but knowing that there’s an issue to address isn’t enough to gain the support of stakeholders. Project managers rely on a well-crafted problem statement to get the ball rolling. Now what is a problem statement?

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What Is a Problem Statement?

A problem statement serves as a tool that allows project managers to describe the various obstacles and challenges faced during the project lifecycle. Not only does this help keep the entire project organized, but it also helps key stakeholders understand these problems in a way that makes sense to them.

A good problem statement highlights a specific problem, communicates its overall impact, and offers a solution. It describes gaps, obstacles, or challenges that need to be overcome during the project lifecycle.

Project managers depend on the problem statement to gain the support and approval of key stakeholders, so it is crucial that it is written properly.

How to Write an Effective Problem Statement

There is no tried and true method of crafting the perfect problem statement in project management , but there are general strategies to keep in mind. Here are tips to guide you through the process of writing a problem statement.

1. Examine the problem thoroughly

The entire process of writing a problem statement begins by identifying the problem to be solved—but this alone isn’t enough. Take some time to thoroughly examine the problem at hand. Some common methods include:

• Collecting any necessary or relevant data
• Interviewing project stakeholders
• Brainstorming with teammates
• Researching similar issues

Remember, you’ll want to gain a full understanding of the problem, including its root cause or causes, before moving onto the next step in the process.

2. Begin drafting the problem statement

An effective problem statement can only be written once you fully understand the problem you’re trying to solve. In this step, you’ll want to describe it as clearly as possible. While it’s important to be concise, it’s even more important that you describe the problem in its entirety. Failure to do so can affect your chances of getting the support you need to address it.

Most problem statements for project management are structured in a similar format. They generally begin with an introduction to the problem, followed by pertinent background information and the overall scope of the project. It then proceeds to describe the objectives, the importance of the problem, project or problem constraints, any attempted solutions, success criteria, a list of required resources, and a general timeline of activities. It should also include a risk analysis, a project management term that refers to the process of determining the likelihood of a risk occurring.

If you’re unsure where to start,or how to format your problem statement, feel free to use our problem statement template.

3. Clarify the potential consequences if the problem isn’t solved

Don’t forget to outline the potential consequences, in as much detail as possible, if the problem isn’t solved. As previously stated, failure to adequately explain this to your project stakeholders will affect their decision. If they cannot see the severity of the issue, they won’t be willing to allocate time and resources to solve it. In order to gain the full support of project stakeholders, teammates, and anyone who reads the problem statement, it’s vital that you highlight the potential consequences if the problem remains unaddressed.

4. Propose a solution for the problem

Finish your problem statement by proposing a long-term solution. If you don’t have a specific solution in mind, don’t hesitate to ask for input from your teammates or even the major stakeholders themselves. Their recommendations and advice will allow you to look at the problem from various perspectives.

How to Polish Up Your Problem Statement

Depending on your experience writing problem statements, you might need to spend some time polishing up your draft. Double-check for spelling or grammatical mistakes, as these could be off-putting to the readers, and make sure everything is formatted consistently throughout.

Finally, you might consider adding a bias assessment table to your problem statement. This simple table can go a long way in eliminating potential bias and ensuring an adequate solution to the problem. For some guidance, refer to our sample bias assessment table below:

What Are the 5 Ws That Make Up a Problem Statement?

If you find it difficult to draft the ideal problem statement, it is best to take a journalistic approach to the process. Journalists are often searching for problems to solve, and many of them utilize the 5 Ws: who, what, when, where, and why. Here’s how you can apply it in writing a problem statement.

For the purposes of a problem statement, the who refers to the entity that is causing the problem at hand. Depending on your project, this could be any of the following:

• Current of future customers
• The general public
• Stakeholders

It’s also important to remember that the “who,” in this case, doesn’t necessarily have to be a person. It could also be a specific office or workplace, a point-of-sale device, or virtually any other resource that falls under the responsibility of the project manager.

In most cases, the “what” of a problem goes hand-in-hand with the “who.” Consider a data analysis project that depends on the availability of your company’s internet access. If the server is unavailable when it’s needed, then the “who” is considered the company’s server. Conversely, the “what” would be the server’s lack of accessibility. Although it might be rather simple to identify the “what” of your problem, it is still a crucial step that shouldn’t be ignored.

As the name implies, this component is concerned with the problem’s overall timeline or, more specifically, when the problem is actually occurring. To continue with the internet outage example above, it’s quite possible that you were knocked offline due to a hiccup in your connection with the internet service provider (ISP). If the problem happens repeatedly, however, or if there aren’t any reported outages in your area, then the problem might be with your hardware, software, or the wiring in the building.

This step describes where the problem is occurring. If it is just a simple hiccup with the internet connection, the “where” would be considered your ISP. But what if the problem is actually limited to one or two user workstations? In this case, the “where” would be the affected workstations. If there’s faulty wiring in your office that’s to blame, the “where” would be the office and possibly your entire building.

In a project management setting, this step highlights why it’s important to solve the problem. It is already expected that in a typical project life cycle, numerous risks and issues may arise, so why is this one so important? Why should this problem be prioritized above any others?

Answering the “why” of a problem is crucial to gaining the support of everyone involved. Even if they understand the underlying issue, they might not realize the benefits of solving that particular problem. Letting them know how it benefits them and the organization as a whole can go a long way.

Example Problem Statement

While we provided a generic problem statement template above, feel free to refer to our example problem statement for further guidance. Although your statement doesn’t necessarily have to contain every one of these sections, it needs to have enough pieces of information to describe the problem clearly and completely. In our example, we’ll continue with the hypothetical internet service outage.

Problem statement: Our entire workspace is unable to access the internet, which is needed to access the data we have stored on the cloud.

Background: Apart from the occasional hiccup, this has never been an issue during office hours. In this case, however, we’ve been without internet access for two hours and counting.

Scope: There’s only so much we can do internally, like restarting hardware, checking for updates, verifying wired connections, and scanning for viruses. Any further remedies would require the assistance of our ISP and, depending on the severity, an on-site visit from a service technician.

Objective: Not only do we need to restore our internet access, but we should investigate solutions to prevent this from happening in the future.

Importance: Our entire company depends on the data hosted on our cloud-based servers, so it’s crucial that we restore internet access as quickly as possible.

Constraints: Since we’ve already been without internet access for two hours, we only have a few hours left in the workday. If we don’t come up with a solution soon, we’ll have to delay it until tomorrow.

Current solutions/attempts: We’ve already checked for software updates, verified wired connections, and restarted our workstations.

Proposed approach: We should contact our ISP to find out if there are any reported outages in our area. If not, and if they can‘t resolve the issue remotely, we will need to schedule a visit from a service technician.

Success criteria: The success of our project depends on our internet being fully restored for the entire team.

Resources required: We’ll need an individual to contact our ISP. If a service visit is necessary, we’ll also need someone who is available to meet the service technician when they arrive and answer any questions they may have.

Timeline: Having our internet service restored is top priority. While we’d prefer to have the issue resolved before the end of the day, we can make arrangements—like working remotely—until the problem is fixed.

Conclusion: We’ve already spent two hours of the day without internet. It’s imperative that our service is restored as soon as possible so that we can access our cloud servers and resume operations as normal. If the problem isn’t fixed by the end of the day, we may need to assign our staff to remote roles until our internet access is restored in the office.

Bottom Line

Problem statements make it easy for yourself, your teammates, and project stakeholders to understand specific problems. But since all projects are different, it’s critical that you frame the issue in a way that is both accessible and easily understood by your peers, or else, you run the risk of losing their support altogether.

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Organizing Your Social Sciences Research Paper: Writing a Case Study

• Purpose of Guide
• Design Flaws to Avoid
• Independent and Dependent Variables
• Glossary of Research Terms
• Narrowing a Topic Idea
• Broadening a Topic Idea
• Extending the Timeliness of a Topic Idea
• Academic Writing Style
• Choosing a Title
• Making an Outline
• Paragraph Development
• Executive Summary
• The C.A.R.S. Model
• Background Information
• The Research Problem/Question
• Theoretical Framework
• Citation Tracking
• Content Alert Services
• Evaluating Sources
• Reading Research Effectively
• Primary Sources
• Secondary Sources
• Tiertiary Sources
• What Is Scholarly vs. Popular?
• Qualitative Methods
• Quantitative Methods
• Using Non-Textual Elements
• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
• Annotated Bibliography
• Dealing with Nervousness
• Using Visual Aids
• Grading Someone Else's Paper
• Types of Structured Group Activities
• Group Project Survival Skills
• Multiple Book Review Essay
• Reviewing Collected Essays
• Writing a Case Study
• About Informed Consent
• Writing Field Notes
• Writing a Policy Memo
• Writing a Research Proposal
• Bibliography

The term case study refers to both a method of analysis and a specific research design for examining a problem, both of which are used in most circumstances to generalize across populations. This tab focuses on the latter--how to design and organize a research paper in the social sciences that analyzes a specific case.

A case study research paper examines a person, place, event, phenomenon, or other type of subject of analysis in order to extrapolate  key themes and results that help predict future trends, illuminate previously hidden issues that can be applied to practice, and/or provide a means for understanding an important research problem with greater clarity. A case study paper usually examines a single subject of analysis, but case study papers can also be designed as a comparative investigation that shows relationships between two or among more than two subjects. The methods used to study a case can rest within a quantitative, qualitative, or mixed-method investigative paradigm.

Case Studies . Writing@CSU. Colorado State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010 ; “What is a Case Study?” In Swanborn, Peter G. Case Study Research: What, Why and How? London: SAGE, 2010.

How to Approach Writing a Case Study Research Paper

General information about how to choose a topic to investigate can be found under the " Choosing a Research Problem " tab in this writing guide. Review this page because it may help you identify a subject of analysis that can be investigated using a single case study design.

However, identifying a case to investigate involves more than choosing the research problem . A case study encompasses a problem contextualized around the application of in-depth analysis, interpretation, and discussion, often resulting in specific recommendations for action or for improving existing conditions. As Seawright and Gerring note, practical considerations such as time and access to information can influence case selection, but these issues should not be the sole factors used in describing the methodological justification for identifying a particular case to study. Given this, selecting a case includes considering the following:

• Does the case represent an unusual or atypical example of a research problem that requires more in-depth analysis? Cases often represent a topic that rests on the fringes of prior investigations because the case may provide new ways of understanding the research problem. For example, if the research problem is to identify strategies to improve policies that support girl's access to secondary education in predominantly Muslim nations, you could consider using Azerbaijan as a case study rather than selecting a more obvious nation in the Middle East. Doing so may reveal important new insights into recommending how governments in other predominantly Muslim nations can formulate policies that support improved access to education for girls.
• Does the case provide important insight or illuminate a previously hidden problem? In-depth analysis of a case can be based on the hypothesis that the case study will reveal trends or issues that have not been exposed in prior research or will reveal new and important implications for practice. For example, anecdotal evidence may suggest drug use among homeless veterans is related to their patterns of travel throughout the day. Assuming prior studies have not looked at individual travel choices as a way to study access to illicit drug use, a case study that observes a homeless veteran could reveal how issues of personal mobility choices facilitate regular access to illicit drugs. Note that it is important to conduct a thorough literature review to ensure that your assumption about the need to reveal new insights or previously hidden problems is valid and evidence-based.
• Does the case challenge and offer a counter-point to prevailing assumptions? Over time, research on any given topic can fall into a trap of developing assumptions based on outdated studies that are still applied to new or changing conditions or the idea that something should simply be accepted as "common sense," even though the issue has not been thoroughly tested in practice. A case may offer you an opportunity to gather evidence that challenges prevailing assumptions about a research problem and provide a new set of recommendations applied to practice that have not been tested previously. For example, perhaps there has been a long practice among scholars to apply a particular theory in explaining the relationship between two subjects of analysis. Your case could challenge this assumption by applying an innovative theoretical framework [perhaps borrowed from another discipline] to the study a case in order to explore whether this approach offers new ways of understanding the research problem. Taking a contrarian stance is one of the most important ways that new knowledge and understanding develops from existing literature.
• Does the case provide an opportunity to pursue action leading to the resolution of a problem? Another way to think about choosing a case to study is to consider how the results from investigating a particular case may result in findings that reveal ways in which to resolve an existing or emerging problem. For example, studying the case of an unforeseen incident, such as a fatal accident at a railroad crossing, can reveal hidden issues that could be applied to preventative measures that contribute to reducing the chance of accidents in the future. In this example, a case study investigating the accident could lead to a better understanding of where to strategically locate additional signals at other railroad crossings in order to better warn drivers of an approaching train, particularly when visibility is hindered by heavy rain, fog, or at night.
• Does the case offer a new direction in future research? A case study can be used as a tool for exploratory research that points to a need for further examination of the research problem. A case can be used when there are few studies that help predict an outcome or that establish a clear understanding about how best to proceed in addressing a problem. For example, after conducting a thorough literature review [very important!], you discover that little research exists showing the ways in which women contribute to promoting water conservation in rural communities of Uganda. A case study of how women contribute to saving water in a particular village can lay the foundation for understanding the need for more thorough research that documents how women in their roles as cooks and family caregivers think about water as a valuable resource within their community throughout rural regions of east Africa. The case could also point to the need for scholars to apply feminist theories of work and family to the issue of water conservation.

Eisenhardt, Kathleen M. “Building Theories from Case Study Research.” Academy of Management Review 14 (October 1989): 532-550; Emmel, Nick. Sampling and Choosing Cases in Qualitative Research: A Realist Approach . Thousand Oaks, CA: SAGE Publications, 2013; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Seawright, Jason and John Gerring. "Case Selection Techniques in Case Study Research." Political Research Quarterly 61 (June 2008): 294-308.

Structure and Writing Style

The purpose of a paper in the social sciences designed around a case study is to thoroughly investigate a subject of analysis in order to reveal a new understanding about the research problem and, in so doing, contributing new knowledge to what is already known from previous studies. In applied social sciences disciplines [e.g., education, social work, public administration, etc.], case studies may also be used to reveal best practices, highlight key programs, or investigate interesting aspects of professional work. In general, the structure of a case study research paper is not all that different from a standard college-level research paper. However, there are subtle differences you should be aware of. Here are the key elements to organizing and writing a case study research paper.

I.  Introduction

As with any research paper, your introduction should serve as a roadmap for your readers to ascertain the scope and purpose of your study . The introduction to a case study research paper, however, should not only describe the research problem and its significance, but you should also succinctly describe why the case is being used and how it relates to addressing the problem. The two elements should be linked. With this in mind, a good introduction answers these four questions:

• What was I studying? Describe the research problem and describe the subject of analysis you have chosen to address the problem. Explain how they are linked and what elements of the case will help to expand knowledge and understanding about the problem.
• Why was this topic important to investigate? Describe the significance of the research problem and state why a case study design and the subject of analysis that the paper is designed around is appropriate in addressing the problem.
• What did we know about this topic before I did this study? Provide background that helps lead the reader into the more in-depth literature review to follow. If applicable, summarize prior case study research applied to the research problem and why it fails to adequately address the research problem. Describe why your case will be useful. If no prior case studies have been used to address the research problem, explain why you have selected this subject of analysis.
• How will this study advance new knowledge or new ways of understanding? Explain why your case study will be suitable in helping to expand knowledge and understanding about the research problem.

Each of these questions should be addressed in no more than a few paragraphs. Exceptions to this can be when you are addressing a complex research problem or subject of analysis that requires more in-depth background information.

II.  Literature Review

The literature review for a case study research paper is generally structured the same as it is for any college-level research paper. The difference, however, is that the literature review is focused on providing background information and  enabling historical interpretation of the subject of analysis in relation to the research problem the case is intended to address . This includes synthesizing studies that help to:

• Place relevant works in the context of their contribution to understanding the case study being investigated . This would include summarizing studies that have used a similar subject of analysis to investigate the research problem. If there is literature using the same or a very similar case to study, you need to explain why duplicating past research is important [e.g., conditions have changed; prior studies were conducted long ago, etc.].
• Describe the relationship each work has to the others under consideration that informs the reader why this case is applicable . Your literature review should include a description of any works that support using the case to study the research problem and the underlying research questions.
• Identify new ways to interpret prior research using the case study . If applicable, review any research that has examined the research problem using a different research design. Explain how your case study design may reveal new knowledge or a new perspective or that can redirect research in an important new direction.
• Resolve conflicts amongst seemingly contradictory previous studies . This refers to synthesizing any literature that points to unresolved issues of concern about the research problem and describing how the subject of analysis that forms the case study can help resolve these existing contradictions.
• Point the way in fulfilling a need for additional research . Your review should examine any literature that lays a foundation for understanding why your case study design and the subject of analysis around which you have designed your study may reveal a new way of approaching the research problem or offer a perspective that points to the need for additional research.
• Expose any gaps that exist in the literature that the case study could help to fill . Summarize any literature that not only shows how your subject of analysis contributes to understanding the research problem, but how your case contributes to a new way of understanding the problem that prior research has failed to do.
• Locate your own research within the context of existing literature [very important!] . Collectively, your literature review should always place your case study within the larger domain of prior research about the problem. The overarching purpose of reviewing pertinent literature in a case study paper is to demonstrate that you have thoroughly identified and synthesized prior studies in the context of explaining the relevance of the case in addressing the research problem.

III.  Method

In this section, you explain why you selected a particular subject of analysis to study and the strategy you used to identify and ultimately decide that your case was appropriate in addressing the research problem. The way you describe the methods used varies depending on the type of subject of analysis that frames your case study.

If your subject of analysis is an incident or event . In the social and behavioral sciences, the event or incident that represents the case to be studied is usually bounded by time and place, with a clear beginning and end and with an identifiable location or position relative to its surroundings. The subject of analysis can be a rare or critical event or it can focus on a typical or regular event. The purpose of studying a rare event is to illuminate new ways of thinking about the broader research problem or to test a hypothesis. Critical incident case studies must describe the method by which you identified the event and explain the process by which you determined the validity of this case to inform broader perspectives about the research problem or to reveal new findings. However, the event does not have to be a rare or uniquely significant to support new thinking about the research problem or to challenge an existing hypothesis. For example, Walo, Bull, and Breen conducted a case study to identify and evaluate the direct and indirect economic benefits and costs of a local sports event in the City of Lismore, New South Wales, Australia. The purpose of their study was to provide new insights from measuring the impact of a typical local sports event that prior studies could not measure well because they focused on large "mega-events." Whether the event is rare or not, the methods section should include an explanation of the following characteristics of the event: a) when did it take place; b) what were the underlying circumstances leading to the event; c) what were the consequences of the event.

If your subject of analysis is a person. Explain why you selected this particular individual to be studied and describe what experience he or she has had that provides an opportunity to advance new understandings about the research problem. Mention any background about this person which might help the reader understand the significance of his/her experiences that make them worthy of study. This includes describing the relationships this person has had with other people, institutions, and/or events that support using him or her as the subject for a case study research paper. It is particularly important to differentiate the person as the subject of analysis from others and to succinctly explain how the person relates to examining the research problem.

If your subject of analysis is a place. In general, a case study that investigates a place suggests a subject of analysis that is unique or special in some way and that this uniqueness can be used to build new understanding or knowledge about the research problem. A case study of a place must not only describe its various attributes relevant to the research problem [e.g., physical, social, cultural, economic, political, etc.], but you must state the method by which you determined that this place will illuminate new understandings about the research problem. It is also important to articulate why a particular place as the case for study is being used if similar places also exist [i.e., if you are studying patterns of homeless encampments of veterans in open spaces, why study Echo Park in Los Angeles rather than Griffith Park?]. If applicable, describe what type of human activity involving this place makes it a good choice to study [e.g., prior research reveals Echo Park has more homeless veterans].

If your subject of analysis is a phenomenon. A phenomenon refers to a fact, occurrence, or circumstance that can be studied or observed but with the cause or explanation to be in question. In this sense, a phenomenon that forms your subject of analysis can encompass anything that can be observed or presumed to exist but is not fully understood. In the social and behavioral sciences, the case usually focuses on human interaction within a complex physical, social, economic, cultural, or political system. For example, the phenomenon could be the observation that many vehicles used by ISIS fighters are small trucks with English language advertisements on them. The research problem could be that ISIS fighters are difficult to combat because they are highly mobile. The research questions could be how and by what means are these vehicles used by ISIS being supplied to the militants and how might supply lines to these vehicles be cut? How might knowing the suppliers of these trucks from overseas reveal larger networks of collaborators and financial support? A case study of a phenomenon most often encompasses an in-depth analysis of a cause and effect that is grounded in an interactive relationship between people and their environment in some way.

NOTE:   The choice of the case or set of cases to study cannot appear random. Evidence that supports the method by which you identified and chose your subject of analysis should be linked to the findings from the literature review. Be sure to cite any prior studies that helped you determine that the case you chose was appropriate for investigating the research problem.

IV.  Discussion

The main elements of your discussion section are generally the same as any research paper, but centered around interpreting and drawing conclusions about the key findings from your case study. Note that a general social sciences research paper may contain a separate section to report findings. However, in a paper designed around a case study, it is more common to combine a description of the findings with the discussion about their implications. The objectives of your discussion section should include the following:

Reiterate the Research Problem/State the Major Findings Briefly reiterate the research problem you are investigating and explain why the subject of analysis around which you designed the case study were used. You should then describe the findings revealed from your study of the case using direct, declarative, and succinct proclamation of the study results. Highlight any findings that were unexpected or especially profound.

Explain the Meaning of the Findings and Why They are Important Systematically explain the meaning of your case study findings and why you believe they are important. Begin this part of the section by repeating what you consider to be your most important or surprising finding first, then systematically review each finding. Be sure to thoroughly extrapolate what your analysis of the case can tell the reader about situations or conditions beyond the actual case that was studied while, at the same time, being careful not to misconstrue or conflate a finding that undermines the external validity of your conclusions.

Relate the Findings to Similar Studies No study in the social sciences is so novel or possesses such a restricted focus that it has absolutely no relation to previously published research. The discussion section should relate your case study results to those found in other studies, particularly if questions raised from prior studies served as the motivation for choosing your subject of analysis. This is important because comparing and contrasting the findings of other studies helps to support the overall importance of your results and it highlights how and in what ways your case study design and the subject of analysis differs from prior research about the topic.

Consider Alternative Explanations of the Findings It is important to remember that the purpose of social science research is to discover and not to prove. When writing the discussion section, you should carefully consider all possible explanations for the case study results, rather than just those that fit your hypothesis or prior assumptions and biases. Be alert to what the in-depth analysis of the case may reveal about the research problem, including offering a contrarian perspective to what scholars have stated in prior research.

Acknowledge the Study's Limitations You can state the study's limitations in the conclusion section of your paper but describing the limitations of your subject of analysis in the discussion section provides an opportunity to identify the limitations and explain why they are not significant. This part of the discussion section should also note any unanswered questions or issues your case study could not address. More detailed information about how to document any limitations to your research can be found here .

Suggest Areas for Further Research Although your case study may offer important insights about the research problem, there are likely additional questions related to the problem that remain unanswered or findings that unexpectedly revealed themselves as a result of your in-depth analysis of the case. Be sure that the recommendations for further research are linked to the research problem and that you explain why your recommendations are valid in other contexts and based on the original assumptions of your study.

V.  Conclusion

As with any research paper, you should summarize your conclusion in clear, simple language; emphasize how the findings from your case study differs from or supports prior research and why. Do not simply reiterate the discussion section. Provide a synthesis of key findings presented in the paper to show how these converge to address the research problem. If you haven't already done so in the discussion section, be sure to document the limitations of your case study and needs for further research.

The function of your paper's conclusion is to: 1)  restate the main argument supported by the findings from the analysis of your case; 2) clearly state the context, background, and necessity of pursuing the research problem using a case study design in relation to an issue, controversy, or a gap found from reviewing the literature; and, 3) provide a place for you to persuasively and succinctly restate the significance of your research problem, given that the reader has now been presented with in-depth information about the topic.

Consider the following points to help ensure your conclusion is appropriate:

• If the argument or purpose of your paper is complex, you may need to summarize these points for your reader.
• If prior to your conclusion, you have not yet explained the significance of your findings or if you are proceeding inductively, use the conclusion of your paper to describe your main points and explain their significance.
• Move from a detailed to a general level of consideration of the case study's findings that returns the topic to the context provided by the introduction or within a new context that emerges from your case study findings.

Note that, depending on the discipline you are writing in and your professor's preferences, the concluding paragraph may contain your final reflections on the evidence presented applied to practice or on the essay's central research problem. However, the nature of being introspective about the subject of analysis you have investigated will depend on whether you are explicitly asked to express your observations in this way.

Problems to Avoid

Overgeneralization One of the goals of a case study is to lay a foundation for understanding broader trends and issues applied to similar circumstances. However, be careful when drawing conclusions from your case study. They must be evidence-based and grounded in the results of the study; otherwise, it is merely speculation. Looking at a prior example, it would be incorrect to state that a factor in improving girls access to education in Azerbaijan and the policy implications this may have for improving access in other Muslim nations is due to girls access to social media if there is no documentary evidence from your case study to indicate this. There may be anecdotal evidence that retention rates were better for girls who were on social media, but this observation would only point to the need for further research and would not be a definitive finding if this was not a part of your original research agenda.

Failure to Document Limitations No case is going to reveal all that needs to be understood about a research problem. Therefore, just as you have to clearly state the limitations of a general research study , you must describe the specific limitations inherent in the subject of analysis. For example, the case of studying how women conceptualize the need for water conservation in a village in Uganda could have limited application in other cultural contexts or in areas where fresh water from rivers or lakes is plentiful and, therefore, conservation is understood differently than preserving access to a scarce resource.

Failure to Extrapolate All Possible Implications Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis.

Case Studies . Writing@CSU. Colorado State University; Gerring, John. Case Study Research: Principles and Practices . New York: Cambridge University Press, 2007; Merriam, Sharan B. Qualitative Research and Case Study Applications in Education . Rev. ed. San Francisco, CA: Jossey-Bass, 1998; Miller, Lisa L. “The Use of Case Studies in Law and Social Science Research.” Annual Review of Law and Social Science 14 (2018): TBD; Mills, Albert J., Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Putney, LeAnn Grogan. "Case Study." In Encyclopedia of Research Design , Neil J. Salkind, editor. (Thousand Oaks, CA: SAGE Publications, 2010), pp. 116-120; Simons, Helen. Case Study Research in Practice . London: SAGE Publications, 2009;  Kratochwill,  Thomas R. and Joel R. Levin, editors. Single-Case Research Design and Analysis: New Development for Psychology and Education .  Hilldsale, NJ: Lawrence Erlbaum Associates, 1992; Swanborn, Peter G. Case Study Research: What, Why and How? London : SAGE, 2010; Yin, Robert K. Case Study Research: Design and Methods . 6th edition. Los Angeles, CA, SAGE Publications, 2014; Walo, Maree, Adrian Bull, and Helen Breen. “Achieving Economic Benefits at Local Events: A Case Study of a Local Sports Event.” Festival Management and Event Tourism 4 (1996): 95-106.

Writing Tip

At Least Five Misconceptions about Case Study Research

Social science case studies are often perceived as limited in their ability to create new knowledge because they are not randomly selected and findings cannot be generalized to larger populations. Flyvbjerg examines five misunderstandings about case study research and systematically "corrects" each one. To quote, these are:

Misunderstanding 1 :  General, theoretical [context-independent knowledge is more valuable than concrete, practical (context-dependent) knowledge. Misunderstanding 2 :  One cannot generalize on the basis of an individual case; therefore, the case study cannot contribute to scientific development. Misunderstanding 3 :  The case study is most useful for generating hypotheses; that is, in the first stage of a total research process, whereas other methods are more suitable for hypotheses testing and theory building. Misunderstanding 4 :  The case study contains a bias toward verification, that is, a tendency to confirm the researcher’s preconceived notions. Misunderstanding 5 :  It is often difficult to summarize and develop general propositions and theories on the basis of specific case studies [p. 221].

While writing your paper, think introspectively about how you addressed these misconceptions because to do so can help you strengthen the validity and reliability of your research by clarifying issues of case selection, the testing and challenging of existing assumptions, the interpretation of key findings, and the summation of case outcomes. Think of a case study research paper as a complete, in-depth narrative about the specific properties and key characteristics of your subject of analysis applied to the research problem.

Flyvbjerg, Bent. “Five Misunderstandings About Case-Study Research.” Qualitative Inquiry 12 (April 2006): 219-245.

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