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    Practical guides

    Present project work and evidence without exaggeration

    A case study should help a reader understand a method and a concrete outcome. It is more credible when its context, each contributor’s role and the limits of the evidence are easy to see.

    Go to the method

    Printed photographs and a project folder beside a laptop
    AI-generated illustration

    Choose work you are allowed to show

    Start with completed work or a project mature enough to describe accurately. Check which pages, screenshots, photographs, names and quotations may be published and with what attribution. If permission is missing, anonymise the case or describe a general method without presenting it as a named client reference.

    Choose examples that differ by the problem addressed and deliverable, rather than building a gallery of similar thumbnails. One page might explain an editorial redesign; another could show a better contact journey. Diversity should come from real work, not invented categories.

    • Project, period and permissions recorded.
    • Image rights confirmed.
    • Distinct problem for each selected case.

    Explain the starting point and scope

    Describe the organisation and its need at the level of detail it has approved. What was difficult for visitors or the internal team? Which content, tools and constraints already existed? A reader should understand why the work was requested before seeing the solution.

    Define your role precisely: advice, copy, design, development, migration, maintenance or coordination. Do not claim work carried out by the client or a partner. Name important dependencies, such as receiving photographs or having copy approved.

    • Observable starting situation.
    • Exact project scope.
    • Client and partner contributions.

    Show decisions and their reasons

    Pick two or three decisions that demonstrate the work: reorganising navigation, clarifying a service or simplifying a form. For each, explain the alternative considered and why the final option was chosen. A before-and-after image is useful when the two states are dated and comparable.

    Explain what was outside scope when that helps readers interpret the result. A faster site may depend on better prepared images; a new form alone does not prove more sales. Connect every illustration to the step being described.

    • Two or three explained decisions.
    • Contextualised and captioned visuals.
    • Project limits visible.

    Report outcomes with their measurement method

    When publishing a number, give its period, metric and source. Compare reasonably similar situations and mention other changes that prevent you from attributing every effect to the website. Without reliable measurement, describe a verifiable deliverable instead: pages released, a journey tested or a procedure handed over.

    Testimonials should come from the named person and be used with permission. Avoid unconfirmed ratings, percentages and client logos. A modest documented result is more useful to a prospective client than a spectacular claim that cannot be checked.

    • Metric, period and source for each figure.
    • Quotation and identity approved before publication.
    • Unmeasured outcomes described honestly.

    Connect the case to the next decision

    End with what was delivered, what remains the client’s responsibility and which lessons could apply to a similar project. Link to the relevant service and offer a simple way to discuss a comparable need without suggesting that the same result is guaranteed.

    Review case studies when the featured site changes, screenshots age or permission is withdrawn. Evidence should remain true over time. The editorial maintenance guide can include this check.

    • Deliverables and limitations summarised.
    • Link to the relevant service.
    • Review date and approver named.

    Content updated on

    Acceptance matrix to adapt to your project

    These proposed checks use synthetic cases. Decide the required behaviour with the team, record the result and assign unresolved gaps before release.

    Scroll the table horizontally to read every column. With a keyboard, focus the table area and use the arrow keys.

    Test cases, expected outcomes and useful evidence
    CaseExpected outcomeEvidence to retain
    A scenario card shows a percentage improvement without evidence.Remove the supposed outcome or provide documented authorised measurement.Record URL, steps, result and dated evidence.

    Frequently asked questions

    Can a scenario be published as completed work?

    A scenario can explain a need and method if labelled as an example. Completed work needs attributable facts: role, scope, date and publishable evidence. Do not attach imagined customers or outcomes. Measurements require a period, method and limitations.