Case Studies are the core of the SVI model, where the greatest learning happens.
In the Case Study session, an entrepreneur presents a specific, strategic business challenge. A panel of "experts" (we're all experts) and retreat participants alike offer advice based on their experience and expertise. Each Case Study receives an hour of focused problem solving.
It's a powerful way for the entire group to work together and gain a wealth of practical ideas to deal with the challenges of running a social enterprise.
Case Study Format
- The facilitator introduces the session and reviews the ground rules. (5 minutes)
- The presenting entrepreneur introduces the enterprise and the challenge. (15 minutes)
- Panelists ask clarifying questions. (10 minutes)
- The audience asks clarifying questions. (10 minutes)
- Panelists give feedback, draw out universal tools and lessons and give constructive suggestions. (15 minutes)
- Audience gives feedback. (10 minutes)
- Then presenter is given a chance to speak about experience. (5 minutes)
Case Study Guidelines
Confidentiality: Everything shared during the case study is 100% confidential.
Honesty: We encourage the presenting entrepreneur and respondents to be as honest and direct as possible.
Brevity: In order to keep the session as interactive as possible, we encourage presenters and audience members to keep their comments brief.
Case Study Topics
The sessions usually focus on a challenge that the entrepreneur is facing in one of these four theme areas:
- Communicating Your Story: Overcoming Sales & Marketing Challenges
- Managing Organizational Change: Human Resources and Management Transitions
- Strategic Growth: Taking the Next Step
- Business Financing: Raising Equity and Debt Capital
Call for Case Studies
In selecting Case Study presenters, we look for several key components:
- organizations (for-profit or nonprofit) at various stages of growth
- well-framed and defined problem statements
- opportunities to draw larger lessons for the whole group