What is the first step in conducting a case study?

In conducting a case study, the first step typically involves gathering and presenting a summary of the facts. This step is essential because it establishes the context and background of the situation being analyzed. It helps to ensure that all stakeholders have a clear understanding of the scenario before diving into deeper analysis or problem-solving aspects.

By summarizing the facts, the researcher can identify key details, stakeholders, events, and conditions that are relevant to understanding the case. This foundational information serves as a guide for subsequent steps, such as identifying the central problem, analyzing possible solutions, and ultimately determining the best course of action. Without this clear and thorough summarization of the facts, following steps may lead to misunderstandings or misinterpretations of the case, affecting the quality of insights and decisions made.