Case Studies, Biographies

Case Studies, Biographies

  • Case definition clarity: What is the unit of analysis—person, team, firm, event—and why it matters.
  • Context completeness: Industry, time period, constraints, macro conditions, starting position.
  • Decision chronology: What decisions were made, when, with what information. 
  • Counterfactual plausibility: What could reasonably have happened otherwise. 
  • Outcome attribution: Distinguish skill, luck, timing, environment, and external forces. 
  • Selection bias awareness: Why this case exists (success bias, survivorship). 
  • Evidence grounding: Primary sources vs recollection; corroboration level. 
  • Perspective limitations: Single-voice narrative vs multi-stakeholder views.
  • Failure and error disclosure: Mistakes, reversals, blind spots, near-misses. 
  • Causality discipline: Avoid post-hoc fallacies; separate correlation from cause. 
  • Transferability limits: What elements are context-bound vs portable. 
  • Practitioner intent: Whether the narrative aims to inform, teach, justify, or rehabilitate reputation. 
  • Ethical representation: Fair portrayal of others; power dynamics acknowledged. 
  • Temporal distortion: Hindsight clarity vs contemporaneous uncertainty. 
  • Learning extraction method: How lessons are derived—explicitly and cautiously.