By the White Eagles (Version
1.1)
1. Case
Idea and Opportunity
a. What
are the key elements of the case
i. Ecosystem
ii. Social
iii. Financial
b. Identify
the key resource persons
c. What
can the case teach and to whom?
2. Building
the Case
a. Clarity
of purpose and decision
b. Negotiate
the ground rules with case owners/resource persons
c. What
are the information needs (interview protocol)
d. Gather
the data
i. Background
information (relevant literature, maps, HM materials – Whole, Holistic Goal)
ii. Interviews
(build trust, listen with respect, patience, inquiring/probing, gather stories
and quotes, photographs on site)
3. Writing
the Case (first draft)
a. Revisit
the learning objective and audience (teaching guide, will it meet multiple
audiences)
b. Outline
the case (what is the decision?, what are the key quotes, what is the time
line?, what are the necessary exhibits?)
c. Write
the story (natural structure, first paragraph to decision question, keep it
short (10-20 paragraphs), past tenses, avoid jargon)
d. Craft
the exhibits (what media are appropriate?)
e. Test
with a confidant (check in on the what makes a good case, learning objectives
and necessary information)
4. Finalizing
the Case (second draft)
a. Review
the case with the original resource person/case owner (will it need to be
distinguished?)
b. Tighten
the case
c. Fine tune the exhibit
d. Test drive
5. The
Teaching Note
a. Putting
the pieces in place (overview, objectives, road map, questions to guide toward
learning objectives, analysis, HM diagnosis,)
b. Other
information needed (e.g. testing questions, feedback loop)
c. Different
ways to teach (skits, role plays)
d. Lessons
learned