Purpose
What this resource helps a team do
Helps communication teams collect context, stakeholder voice, implementation detail, evidence, and lessons before drafting a case study.
The resource is intended to create a consistent decision trail. It helps a communication or program team identify what information is needed, who is responsible for it, what should be reviewed, and how the final output will serve its audience.
Resource components
What to include
Problem framing
Document the relevant inputs, decisions, evidence, responsibilities, and review notes for this component.
Stakeholder prompts
Document the relevant inputs, decisions, evidence, responsibilities, and review notes for this component.
Evidence questions
Document the relevant inputs, decisions, evidence, responsibilities, and review notes for this component.
Quote guidance
Document the relevant inputs, decisions, evidence, responsibilities, and review notes for this component.
Follow-up checklist
Document the relevant inputs, decisions, evidence, responsibilities, and review notes for this component.
Suggested workflow
Use the resource in four passes
1. Scope
Define the audience, activity, decision, deadline, evidence available, and owner before completing the resource.
2. Capture
Record source material, stakeholder input, consent, context, and unresolved questions while they can still be verified.
3. Review
Check accuracy, completeness, representation, attribution, accessibility, and alignment with program requirements.
4. Reuse
Store the final record so it can support reports, briefs, stories, presentations, and future planning.
Quality standard
Completion check
- The intended audience and decision are explicit.
- Claims can be traced to a source, observation, record, or named stakeholder input.
- Consent, attribution, and sensitive context have been reviewed.
- Responsibilities and unresolved follow-up actions are visible.
- The final record can be understood and reused by someone outside the original activity.
Expected outcome: A stronger interview record that supports accurate, ethical, and useful impact dossiers.
Frequently asked questions
When should this resource be used?
Helps communication teams collect context, stakeholder voice, implementation detail, evidence, and lessons before drafting a case study.
What does the resource include?
Problem framing, Stakeholder prompts, Evidence questions, Quote guidance, Follow-up checklist.
What outcome should it support?
A stronger interview record that supports accurate, ethical, and useful impact dossiers.