Case Studies


Case Studies are the core of the SVI model, where the greatest learning happens.

In the Case Study session, a presenter poses a specific business problem to a panel of “expert” respondents or seasoned socially responsible entrepreneurs. Panelists and retreat participants alike offer advice based on their experience and expertise.

See our panelists.

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 about how to deal with the challenges of running a socially responsible company.

Case Study Format

  1. The facilitator introduces the session and reviews the ground rules. (5 minutes)
  2. The presenting entrepreneur introduces the enterprise and the challenge. (15 minutes)
  3. Panelists ask clarifying questions. (10 minutes)
  4. The audience asks clarifying questions. (10 minutes)
  5. Panelists give feedback, draw out universal tools and lessons and give constructive suggestions. (15 minutes)
  6. Audience gives feedback. (10 minutes)
  7. 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:

  • enterprises at various stages of growth
  • well-framed and defined problem statements
  • opportunities to draw larger lessons for the whole group

Once you've applied to attend, please submit your Case Study application by [date to come].