Roles: Who Does What?

Devon-McDonald by

Three chairs

This is a part of a series that was cre­at­ed to help you create case studies for your com­pany.  This series will walk through the process, nec­es­sary roles, in addi­tion to guides for each role to help your com­pany get started quickly.

While there are many ways to organize your resources to create case studies, OpenView has found that by outsourcing the content creation, while keeping the project management internal, the process can be far more time- and resource-efficient.

There are three primary roles:

  • The case study initiative owner (internal) drives the entire process, managing the case study creation from start to finish. In the early stages, this individual chooses the topic of the case study and introduces the writer to those who will be interviewed (externally and internally). Once these steps are complete, the owner keeps the process moving forward, sets deadlines for freelancers, and, in the final stages, edits both the storyline and the design template. When the case study is complete, the owner works with the sales and marketing teams to distribute the content to all of the appropriate channels.
  • The writer (external) conducts phone interviews with all of the internal and external resources and proceeds to build a storyline for a 2 to 5-page case study. This individual must have outstanding verbal and written communication skills.
  • The graphic designer (external) takes the written content and designs a template to complement the different components of the write-up (main body, side bars, pull quotes, etc.). This person must be well aware of the look and feel you are working to achieve with this piece of content.

After the first case study has been created, each time thereafter should be less difficult, as each case study should have a similar look and feel.

Next week, I’ll discuss the common challenges that arise when creating case studies for your company.