Skip to content
The first pages of the Academic Case Study template

Academic Case Study

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Modern
Difficulty
Beginner
Updated
November 5, 2026

Every page (3)

Overview

This Google Docs customer case study template is adapted for teaching. Lecturers and business students use it to write an academic case with background, a situation page, exhibits and a decision point, so the class can debate one choice from evidence rather than from opinion. It runs to three designed pages, and every figure sits beside its baseline, its period and a source line.

Every page uses sample data for Candlemas Systems, a fictional scheduling software company, so you can see what a finished case looks like. It works as a saas case study example with client counts, a donut of named problems, a sign-off box and a checklist. Make your own copy, replace the company details, figures and questions, and keep the layouts in place.

Useful for

  • A seminar on operations decisions that needs a short, evidence-led case
  • A business strategy module where students debate a rollout choice
  • A capstone brief that asks teams to write their own recommendation

What's included

  • Page 1: background, situation and exhibits, with a trend chart and a share chart
  • Page 2: a decision point with a recommendation callout and a sign-off box
  • Page 3: a make-it-yours guide with five numbered steps
  • Sample figures shown with their baselines and measurement periods
  • Discussion questions tied to the exhibits on the first page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the Candlemas Systems details on the first page with your own case company and its sites.

  3. 3

    Swap the exhibit figures for your data, and check each baseline and period before students see it.

  4. 4

    Rewrite the decision point and discussion questions so they match the aim of your course.

  5. 5

    Delete the guide page, then share the file with students or present it in class.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this Academic Case Study template free?

Yes. Make a copy in Google Docs and it is yours to edit, with no sign-up here and no cost to you.

Can I use it for a real company case?

Yes, once the company has agreed in writing to share its figures. Replace every sample figure with confirmed data and keep a source line under each exhibit.

Are the organization and figures real?

No. Candlemas Systems, its people, the figures and the quote are fictional sample data made for this example. Replace them before you use the case in class.

  • #case-study-template-b2b
  • #teaching-case
  • #google-docs
  • #business-school
  • #discussion-questions
  • #saas-case-study-example

More case study templates

See all 6

Also in Sales

All sales templates
Get this template

Preparing your template…