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What is the Problem Statement in a Case Study?

Published in Case Study Fundamentals 4 mins read

The problem statement in a case study concisely describes a specific issue or problem that the written case study aims to address. It serves as the foundation, providing essential context for the reader and setting the direction for the subsequent analysis and solutions presented.

Understanding the Case Study Problem Statement

According to the provided reference, "A problem statement concisely describes a specific issue or problem that a written case study aims to address. It sets the stage for the rest of the case study and provides context for the reader." (11-Feb-2023). This highlights its crucial role in framing the entire study.

Think of the problem statement as the "why" behind your case study. It identifies the challenge, difficulty, or gap that the case study seeks to analyze, understand, and potentially offer insights or solutions for.

Why is the Problem Statement Important?

A clear and well-defined problem statement is vital for several reasons:

  • Focus: It keeps the case study focused on a specific issue, preventing it from becoming too broad or vague.
  • Purpose: It articulates the main objective of the study – what question is the case study trying to answer or what problem is it trying to solve?
  • Reader Guidance: It immediately informs the reader about the core issue being examined, helping them understand the relevance of the information presented.
  • Evaluation Benchmark: It provides a basis for evaluating the effectiveness of the proposed solutions or the conclusions drawn in the case study.

Characteristics of a Good Problem Statement

A strong problem statement is typically:

  • Specific: Clearly defines the issue without ambiguity.
  • Measurable (or observable): Allows for some form of assessment of the problem's impact.
  • Achievable (or addressable): Represents a problem that can realistically be analyzed within the scope of the case study.
  • Relevant: Is important and impactful to the subject of the case study (an individual, organization, project, etc.).
  • Time-bound (optional but helpful): May indicate a timeframe for the problem or its effects.

How to Formulate a Problem Statement

Crafting an effective problem statement often involves:

  1. Identifying the ideal situation: What should be happening?
  2. Describing the reality: What is actually happening?
  3. Explaining the consequences: What are the negative impacts of the gap between the ideal and the reality?
  4. Proposing the knowledge gap/question: What needs to be studied or understood to address the problem?

Example Structure:

"The company is experiencing X (reality) instead of Y (ideal). This is causing Z (consequences). Therefore, this case study will explore [specific aspect of the problem] to understand [what needs to be learned/solved]."

Practical Insights

  • Start Early: The problem statement should be one of the first things you define when starting a case study.
  • Keep it Concise: While it needs to be clear, avoid making it overly long or complex. A few sentences or a short paragraph is often sufficient.
  • Iterate: You may refine your problem statement as you delve deeper into the case study data.

Common Areas for Problem Statements in Case Studies

Case studies can address problems in various fields, including:

  • Business: Declining sales, inefficient processes, market competition, employee turnover.
  • Healthcare: Patient safety issues, access to care, managing chronic diseases.
  • Education: Student performance gaps, funding challenges, curriculum effectiveness.
  • Social Sciences: Poverty, inequality, community development issues.
What it is What it is NOT
A specific, clear issue A broad, general topic
The core challenge to be addressed A proposed solution
Foundational to the study An afterthought
Concise and focused Vague or rambling

By clearly defining the problem upfront, a case study provides a roadmap for analysis, discussion, and ultimately, valuable insights or potential solutions.

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