Free MS Word Case Study Templates

By Kate Eby | January 18, 2024

We’ve collected the top free Microsoft Word case study templates for marketing managers, writers, digital marketing specialists, sales teams, and analysts. Customize these templates for documenting, communicating, and analyzing marketing activities. 


On this page, you'll find eight dynamic monthly marketing report templates, including those for a case study report, a project case study, a marketing case study, a one-page case study template, and more.

Microsoft Word Simple Case Study Template

Simple Case Study Example Template for Microsoft Word

Download the Sample Simple Case Study Template for Microsoft Word  

Download the Blank Simple Case Study Template for Microsoft Word  


When to Use This Template: This straightforward template is ideal for junior or entry-level marketing associates to kickstart their journey in writing case studies. Download the version with sample copy for helpful pointers on crafting a case study.  


Notable Template Features: This template features a basic structure for presenting a case study without overwhelming details. Fill in the Introduction, Customer Challenge, Marketing Strategies, Results, and Call-to-Action (CTA) sections to craft a simple case study.

Microsoft Word Case Study Report Template

Case Study Report Example Template for Microsoft Word

Download the Sample Case Study Report Template for Microsoft Word  

Download the Blank Case Study Report Template for Microsoft Word  


When to Use This Template: This template is suitable for professionals who need to produce comprehensive case study reports with detailed analysis. Download the version with a sample case study for guidance on writing a report. 


Notable Template Features: This case study report template provides a structured format for presenting data, research findings, and in-depth insights. There are editable sections for adding an executive summary, introduction, statement of the problem, decision criteria and assumptions, data analysis, alternative courses of action, recommendations, and more. 


For resources on marketing case studies in presentation-ready format, check out this collection of free marketing case studies in PowerPoint format.

Microsoft Word Project Case Study Template

Project Case Study Template for Microsoft Word

Download the Sample Project Case Study Template for Microsoft Word  
Download the Blank Project Case Study Template for Microsoft Word  


When to Use This Template: This template is for project management or cross-functional teams that need to produce comprehensive case study reports with a detailed analysis. Download the version with sample copy to get a clear idea of what to include in each section.  

Notable Template Features: You’ll find a structured layout, starting with an introduction page featuring visual elements such as a line chart for success measurement, a pie chart for impact analysis, and a bar chart for metric comparison.

These free case study templates in Google Docs format can help your marketing team efficiently create and collaborate.

Microsoft Word Marketing Case Study Template

Marketing Case Study Template for Microsoft Word

Download the Sample Marketing Case Study Template for Microsoft Word  
Download the Blank Marketing Case Study Template for Microsoft Word  

When to Use This Template: Marketing managers, content marketers, and sales teams can use this template to showcase the success of marketing initiatives to internal and external stakeholders. Download the sample version to get a quick start on crafting your case study report. 

Notable Template Features: Filled with sample images and featuring a professional layout, the template’s visual appeal helps you present complex information in an easily digestible and compelling format. Complete the About Us, Challenge, Solution, Case Study, and Benefits sections to build a structured narrative that showcases your marketing strategy from problem identification to solution implementation. 

Explore these free marketing case study templates to find more options in multiple formats. Whereas a marketing case study template showcases marketing strategies and their outcomes, a business case template provides a broader analysis of business decisions and impacts. See this article with free business case study resources, ready-to-use templates, and guidance on analyzing and presenting business scenarios. 

Microsoft Word One-Page Case Study Template

One-Page Case Study Example Template for Microsoft Word

Download the Sample One-Page Case Study Template for Microsoft Word
Download the Blank One-Page Case Study Template for Microsoft Word

When to Use This Template: Sales reps and teams can use this template to create one-page case studies for sales pitches and presentations. Download the sample version with example text for an easy guide on creating concise reports. 

Notable Template Features: The template is designed to condense complex information into a concise, easy-to-glean format. Use the space allotted for each section to keep the case study to one page.

Microsoft Word Problem-Solution-Impact Case Study Template

Problem-Solution-Impact Case Study Example Template for Microsoft Word

 

Download the Sample Problem-Solution-Impact Case Study Template for Microsoft Word
Download the Blank Problem-Solution-Impact Case Study Template for Microsoft Word

When to Use This Template: Marketing teams can use this template to showcase a complete narrative, from identifying a specific challenge through the solutions applied to the tangible impacts achieved. Download the sample version that includes an example case study for helpful guidance on crafting a comprehensive report. 

Notable Template Features: This template sports a structured, three-part storytelling approach, emphasizing the cause-and-effect relationship in case studies. Complete side-by-side comparisons, past vs. current year analyses, and year-over-year bar charts to present comparative data.

Microsoft Word Comparative Study Template

Comparative Study Example Template for Microsoft Word

Download the Sample Comparative Study Template for Microsoft Word  
Download the Blank Comparative Study Template for Microsoft Word

When to Use This Template: Users who need to conduct side-by-side comparisons of products, strategies, or performance metrics should download this template. Opt for the version with sample copy to get an idea of how the completed document should look. 

Notable Template Features: This template’s structured design facilitates direct comparisons with sections such as side-by-side comparisons and year-over-year performance analysis — unlike others that may focus on narrative or single-subject analysis. It's specifically crafted to simplify the visualization of comparative data, making it a go-to for analytical and data-driven presentations.

Microsoft Word Case Study Storyboard Template

Case Study Storyboard Example Template for Microsoft Word

Download the Sample Case Study Storyboard Template for Microsoft Word  
Download the Blank Case Study Storyboard Template for Microsoft Word


When to Use This Template: This template is tailor-made for those who want to present their case studies in a visually compelling storytelling format and make complex information more relatable and memorable. Leverage the sample version of this template, which uses an example of a fictional EV-charging company as a visual guide to help you create an engaging storyboard case study. 


Notable Template Features: Unlike other templates that focus on traditional text-heavy layouts, this storyboard template emphasizes visual storytelling, using a series of illustrations and graphics to guide the audience through the case study.

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