The playbook
Case Study Page Design: Review Process
A useful case study page design review ends with a supported decision for each item examined. Define the evidence required before opening the report: client context, work, evidence, outcome, permission. These fields give reviewers a shared basis for agreeing what is working, what needs attention, and who should act.
Put the task in context
A strong project page separates the client's starting situation, your actual contribution, and the evidence for the outcome. Include dates and measurement context for numbers. If the example is hypothetical, label it as an illustration rather than presenting it as a customer story.
Set the review boundary
Choose the records or journeys that matter to the current question. Include a normal case, a recently changed case, and an exception where available. This is a diagnostic sample, not a claim that every item has been checked. Record how the sample was selected and what would justify expanding it.
Use explicit review criteria
| Criterion | Review question |
|---|---|
| Describe the starting problem and constraints | Is the supporting client context current and traceable? |
| Explain the work performed and evidence collected | Does work support the decision being made? |
| State outcomes with dates methodology and limitations | Can the next owner verify permission? |
Inspect the evidence before assigning a result
For each item, compare the intended behavior with the observed behavior. Pay particular attention to presenting hypothetical numbers as customer results. If it appears, record where it occurs and which assumption it contradicts. Distinguish a verified defect from an unanswered question and from a preference about how the work should look.
Where the evidence supports the known correction, label illustrative scenarios and obtain permission for real examples. Give that action to an accountable owner with a description of the expected result. If you cannot yet identify the cause, assign a diagnostic action rather than prescribing a speculative repair.
Record a decision that can be acted on
| Decision | When to use it |
|---|---|
| Keep | The current state serves the intended task and the evidence is adequate. |
| Revise | A specific gap is confirmed and the proposed action addresses it. |
| Investigate | Important information is missing or conflicting. |
| Retire or combine | The item has no distinct useful purpose in the current scope. |
Verify corrections and expand selectively
Recheck the affected page or interaction record after the owner completes the action. Then inspect other items sharing the relevant cause. A shared template, process rule, or data source may justify expanding the review. Similar wording or appearance alone is a weaker reason.
Turn the review into a decision summary
Summarize the affected scope, confirmed findings, actions, and open questions. Connect the findings to relevant case-study-assisted inquiries using the same definition as the baseline. A good summary lets the responsible person decide what happens next without reading every working note.
Treat visual changes and functional changes separately in the change log. A clearer label may improve comprehension, but a broken submission destination still prevents completion. Confirm both understanding and successful delivery.
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