Case studies
Construct A Case

Notes To Contributors

  • Case studies are evidence of “what works” and/or evidence of “what doesn’t work.” The case should highlight the links between social responsibility and strategy at the company, describe the hows, and where possible illustrate the particulars.
  • The case framework on this WIKI is meant to help you construct the case with information comparable to other cases. Use this as a guideline when constructing your case.
  • Also feel free to add elements not explicitly included in the framework to properly document your case study and tell your story.
  • Wherever possible, provide supporting detail (e.g., the measurement is based on an annual employee survey).
  • Brief video clips are also very useful in telling a story.

Case Framework

    • Background
      • Briefly describe the enterprise ⎯ What is the business? Who is the customer? What does the customer consider value?
      • Where is the enterprise located? How many people are part of the organization?
    • Mission
      • What is the mission of the organization?
      • When was the mission established?
      • What led to this mission?
      • Does the mission explicitly acknowledge social responsibility, investing in people, or investing in the community? If not, what are the links or association with social responsibility?
    • Programs
      • What stakeholders and what issues matter under the broad heading of socially responsible as it pertains to your organization and industry?
      • What are the key practices in place today that do or do not deliver  socially responsible organizational results?
      • What are the discretionary programs or projects? Note: for the major projects define the stakeholder:
          • End Customers
          • Employees and Associates
          • Collaborators and Partners
          • Industry
          • Community
          • Environment
        • describe the project, the objecties, how the project began, the organization's involvement, the target results, and the results to date.
    • Processes
      • How are these programs funded? Is there a formal funding process in place to identify and prioritize investments in people and communities?
    • Results
      • How does the organization communicate its social responsibility and performance to: its customer; employees; collaborating partners; to the larger community; and to the shareholders and other stakeholders?
      • What are the key quantitative and qualitative metrics used to track and monitor the organization’s “social responsible impact”? Which of these metrics are “internal” (inside the organization), and which are “external” (outside the organization)?
      • Against each metric, what is the organization’s performance/results? What are the benefits to the organization and to the outside society?
      • Have these results been reflected in shareholder value?
    • Challenges
      • What are the current challenges regarding social responsibility in the organization?
      • What are/were the barriers – in the community and globally to the organization being a socially responsible enterprise? What was the implicit assumption?
      • What are the dynamics that are shifting the targeted social responsibilities?
    • Lessons
      • How does this strategy align with the organization’s social responsibilities?
      • What can management learn from this case study? What are the key takeaways?
      • What remains unknown/unproven about this organization’s social responsibility performance?
      • Are there any open issues/new questions to be addressed?
    • Summary

Once the case is complete, contact your local Drucker society or member group to post it.


Posted on 11/19/2007