CASE STUDY OUTLINE APPROVAL FORM
Name:
Team #:
Grader#:
Date:
Title:
In addition to content, all case study outlines are evaluated on presentation. Please review the
following points before submitting your outlines:
Formatting:
____ Author’s name or other identifying information does not appear anywhere in the
submission.
____ A title page is included in the same Word document as the manuscript and includes the
title, submission date and a note that the paper manuscript is being submitted in partial
fulfillment of the requirements for election to Fellow.
____ The manuscript is formatted on 8 ½ by 11 inch pages, with 1 ½-inch margins on the left
and 1-inch margins on the right;
____ Each page is numbered;
Presentation:
____ The outline is well organized, with a logical flow;
____ There is adequate documentation of the decision process;
____ The writing is clear, vocabulary is appropriate for the audience, all terminology and
acronyms are defined;
____ The sentence structure, punctuation and spelling are correct;
____ It is written in an objective and impartial manner, using third-person narrative; and
____ It is clear what other managers will learn from this case study.
Title:
____ The title is succinct, to the point and effective.
Introduction:
____ Clearly states the problem or situation faced;
____ Clearly states why corrective action was needed; and
____ Clearly explains what might happen if the situation is not corrected.
Alternatives considered:
____ Describes actions taken to arrive at the alternative solutions considered, i.e., literature
searches, meetings, who was involved in researching the alternatives, etc.;
____ Clearly lists ALL of the possible alternatives that were considered; and
____ Includes a brief description of the advantages and disadvantages for each alternative.
Chosen solution:
____ Presents a detailed list of procedures used to choose the particular solution, for example:
• Who was involved?
• What were all of the factors considered?
• What process was used to reach the decision?
• Why was that particular solution chosen?
____ Presents a detailed list indicating how the solution was implemented, for example:
• Who was in charge of implementing the solution and overseeing the process?
• What was the step-by-step process?
• What was the time frame involved?
Lessons learned:
____Presents a brief summary and list of findings, for example:
• What was the effect on personnel, workloads, process flow, financials, etc.?
• In hindsight, would a different solution have worked any better?
• Did the solution produce the expected outcome?
• If the process were to be done over again, what would be done differently?
Optional:
____ What recommendations would you offer other managers, based on the outcome of this
case study? (Although this is optional, it strengthens the case study.)
Recommendation: Please check one: (If revisions are needed or if the outline rejected, list
specifics below)
____ Accept in present form
____ Accept, with minor revisions, as noted below - Grader comments required
____ Resubmit, major revisions needed as noted below - Grader comments required
____ Reject, topic unacceptable, see comments below - Grader comments required
Problem areas and recommendations for improvement:
Please identify specific problem areas and revisions needed for the author to receive a passing
grade.
Editing Required: (Please explain why this is needed and include examples if necessary)
Refer to Mentor Team for Assistance (Please explain why this author needs mentor
assistance)
Outside Technical Review Required - Submission contains legal implications or other
technical subject matter (e.g., clinical, etc.) which is beyond my ability to evaluate or verify.
(Please explain why this outline needs special review)
General Comments:
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