Case Study or Lessons-Learned Brief

Is this approach right for you?

NOT THE RIGHT FIT IF

You need a rigorous outcome evaluation. This is a narrative document: compelling and well-crafted, but not a data-heavy analysis.

BEST FIT FOR

Your program did something innovative or overcame real challenges, and you want to capture that story in a format you can use in proposals, partner conversations, and public communications.

What you’ll have

A polished written brief with visuals, quotes, and key metrics, plus an executive summary for quick sharing, all in editable format.

What the vendor does

• Conducts interviews with staff, participants, and partners

• Synthesizes findings into a narrative, balancing data with human impact

• Develops a polished brief with visuals, quotes, and key metrics

• Optional: executive summary and guidance on dissemination

Your team’s role

Identify key staff and partners for interviews. Primary effort is providing data and reviewing drafts.

• Identify key staff and partners for interviews

• Provide relevant program data, documents, and outcomes

• Review drafts for accuracy, tone, and organizational alignment

• Determine appropriate audiences and distribution channels