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Your APC Case Study Tips

• Careers Advice

Your case study is one of the most pivotal sections in your APC submission. It is a major component in terms of quantity, as the basis of your ten-minute presentation and the subsequent questioning.

An ideal project will have drawn on your professionalism to consider key issues and options, then make recommendations for resolution. You should have a choice of projects that you are working on so you can evaluate which are best for your APC.

Evaluate Your Projects

You will spend time and effort preparing the submission and presentation, so focus on your project with the greatest potential. A good starting point is to evaluate your projects against the Understanding the APC guide   to eliminate those that fail to meet the criteria, then reassess the remainder as they progress for your best choice.

Sometimes the project that you had the highest hopes for falls by the wayside or fails to meet the criteria in some way; it helps to have an alternative project as a contingency. Be proactive in gaining advice and guidance from your APC supervisor and counsellor when selecting your case study.

What could you look for in selecting your project?

First, you should ensure the project is within two years of your APC submission date. Many candidates select a project where they are actively involved within one year of the submission date – if they are on the two-year structured training route they are likely to be given more responsibility in this second year, so it will be fresher in their mind and in certain circumstances it might be re-used if they are referred.

Second, if you provided reasoned advice on Building Surveying Level 3 core competency matters, then it has potential. Ideally, you will have identified the project early on as one where you are likely to be personally involved at Level 3.

Third, if your project has two or three key issues that relate to your Building Surveying competencies then it starts to look very promising. These will vary by project; examples include building defect investigation and repair, redesigning a refurbishment due to a client change, or the selection and specification of a product.

There should be meaningful options to consider when determining how the key issue should be resolved. If you had to research or reflect on an event in order to reach a reasoned decision on the project then this could be a key issue. Where you had already identified the project early on as a possible case study then it is a great help if you note key issues as they arise so you can select from these and have a ready-made aide memoire.

If you feel there are no meaningful key issues or options then do discuss the project or projects, key issues and options with your supervisor, counsellor or others involved in the projects; they may provide useful suggestions or advise you towards another project.

Ensure you provide clarity and detail

When preparing the 3,000-word case study, it can be tempting to select more than one project and also three key issues. While the 3,000-word limit is usually easily reached, the challenge is often to provide the clarity, accuracy and detail. This can limit your demonstration of the issues, decision-making ability, reasoned judgement and so on. Do take your supervisor’s or counsellor’s advice on the number of projects and key issues to cover. You may have a valid need for more than one project and three key issues.

Many case studies are on a single project and two key issues. Using two instead of three allows more detail, which should enhance clarity while helping you to keep to the word limit. An additional benefit of a single project and two key issues is in your ten-minute presentation, as it will also allow you more time per issue.

Take pride in it

Once selected, then make the case study your own. It is a key part of the APC in representing you and your work, so take pride in its preparation and the chance to show assessors your professionalism.

Ewan Craig is an APC assessor, APC coach and local director with Right Surveyors  

The above article originally appeared in RICS Built Environment Journal April/May 2019 titled The case in hand

Any Questions?

During an online Q&A with the RICS Training team candidates got to ask their questions on the APC case study, below are the questions raised and answers.

I have just started my APC and was wondering when I should be thinking about my case study?

If you’re on the Structured 24 route, you shouldn’t worry about it until the second year. Firstly, you may not have the range of live experience to choose from. Secondly, if you rotate seats and undertake different types of work, you may have not found something you are best suited to yet. Your first year is really about your learning and development as a surveyor. In your  pathway guide ,  there will be a timeline that help’s you to manage this.

Would it be better to write about a project from start to finish or should I look to target one specific aspect?

Target one aspect, so for example, foundations. The project does not need to be completed 100%, just the part you are writing about.

Are you able to use a project undertaken whilst working for a previous employer?

Your project(s) needs to be undertaken up to two years before your assessment. As long as this is the case, altering your employment will not be a problem.

How do I find hooks in all mandatory and technical competencies?

In your pathway guide, there is a Case Study checklist that brilliantly bullet-points potential hooks you could use. Keep in mind though that the checklist is not a syllabus - you don’t need to know or do all of it. Think of it more as a menu where you can pick and choose the tasks and activities you have carried out.

When it comes to the presentation, do you have an opinion on whether assessors prefer visual aids, or do you just want to hear about the case study?

The most important thing is that you are comfortable. Some people get in a muddle, others like to use visual aids as a crutch. If you have one, make sure it is relevant and not a distraction - use it to enhance, not dominate your presentation.

Related links

• Sector pathways
• Enrolled Candidate Guidance

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BUILT ENVIRONMENT JOURNAL

APC case study projects

Choosing projects for your APC case study must be done carefully to best reflect your skills and experience

15 April 2019

Building surveying

Learning and development

Your case study is one of the most pivotal sections in your APC submission. It is a major component in terms of quantity, as the basis of your ten-minute presentation and subsequent questioning.

An ideal project will have drawn on your professionalism to consider key issues and options then make recommendations for resolution. You should have a choice of projects that you are working on so you can evaluate which are best for your APC.

You will spend time and effort preparing the submission and presentation, so focus on your project with the greatest potential.

A good starting point is to evaluate your projects against the APC Candidate guide to eliminate those that fail to meet the criteria, then reassess the remainder as they progress for your best choice.

Sometimes the project that you had the highest hopes for falls by the wayside or fails to meet the criteria in some way; it helps to have an alternative project as a contingency. Be proactive in gaining advice and guidance from your APC supervisor and counsellor when selecting your case study.

What could you look for in selecting your project? First, you should ensure the project is within two years of your APC submission date. Many candidates select a project where they are actively involved within one year of the submission date – if they are on the two-year structured training route they are likely to be given more responsibility in this second year, so it will be fresher in their mind and in certain circumstances it might be re-used if they are referred.

"Evaluate your projects against the APC Candidate guide to eliminate those that fail to meet its criteria then reassess the rest"

Second, if you provided reasoned advice on Building Surveying Level 3 core competency matters, then it has potential. Ideally, you will have identified the project early on as one where you are likely to be personally involved at Level 3.

Third, if your project has two or three key issues that relate to your Building Surveying competencies then it starts to look very promising. These will vary by project; examples include building defect investigation and repair, redesigning a refurbishment due to a client change, or the selection and specification of a product.

There should be meaningful options to consider when determining how the key issue should be resolved. If you had to research or reflect on an event in order to reach a reasoned decision on the project then this could be a key issue. Where you had already identified the project early on as a possible case study then it is a great help if you note key issues as they arise so you can select from these and have a ready-made aide memoire.

If you feel there are no meaningful key issues or options then do discuss the project or projects, key issues and options with your supervisor, counsellor or others involved in the projects; they may provide useful suggestions or advise you towards another project.

When preparing the 3,000-word case study it can be tempting to select more than one project and also three key issues. While the 3,000-word limit is usually easily reached, the challenge is often to provide the clarity accuracy and detail. This can limit your demonstration of the issues, decision-making ability, reasoned judgement and so on. Do take your supervisor's or counsellor's advice on the number of projects and key issues to cover. You may have a valid need for more than one project and three key issues.

Many case studies are on a single project and two key issues.

Using two instead of three allows more detail, which should enhance clarity while helping you to keep to the word limit. An additional benefit of a single project and two key issues is in your ten-minute presentation, as it will allow you more time per issue.

Once selected, make the case study your own. It is a key part of the APC, representing you and your work, so take pride in its preparation and the chance to show assessors your professionalism.

Ewan Craig is an APC assessor APC coach and local director with Right Surveyors [email protected]

Related competencies include: Communication and negotiation

Further information : rics.org/pathways

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RICS APC Lifeline - Log Book & Case Studies - by Jen Lemen

What are our top tips relating to the RICS APC Log Book? 

If you are enrolled on the Structured Training (12 or 24 months) route, you must keep accurate records of your experience via your Structured Training Diary.

However, the days that you record in your diary will filter through into the Log Book element of your final PDF submission. You can download this using the Preview function on the Assessment Resource Centre (ARC).

There are no exact requirements, however, and you should check that your Diary and Log Book days are realistic and accurate. If they are not, then your Diary could be called up by your assessors. Furthermore, if you do not record the minimum days required then RICS will not allow you to proceed to your final assessment interview.

What are our top tips relating to the Case Study template?

We recommend that all candidates use this as the basis for their final Case Study submission.

Add page numbering to your Case Study

Include a Title Page with a relevant photograph, case study title and other key details

Include a Contents Page, including a Table of Figures / Tables and a List of Appendices

Fully justify your text and use consistent line spacing

Use an easy to read font, e.g., Arial Size 10 and ensure that this remains consistent throughout

Ensure you follow the RICS headings and do not deviate from these

Ensure that in 2. My Approach, you discuss ideally 2-3 key issues

Only include relevant Appendices and label these accurately

Ensure that any photographs you include have clear titles and that any maps have a North point, scale (or Not to Scale) and a reference (e.g., Google Maps, 2021)

Ensure that you refer to any Tables, Figures or Appendices within your text

Ensure you proof read your case study carefully before submitting

Convert your Word Document Case Study to PDF before uploading to ARC as part of the final submission process

About the author -  Jen Lemen BSc (Hons) FRICS 

Jen has extensive experience in providing training services to students, RICS AssocRICS, APC and FRICS candidates and corporate clients, together with academic experience as a Senior Lecturer at the University of the West of England, Lecture at the University of Portsmouth and Associate Tutor at the University College of Estate Management. Her RICS assessment experience includes sitting on final APC interview panels, APC appeal panels and being a lead APC preliminary review assessor.

She has also written published articles in Property Week, ACES Terrier, RICS Modus and the RICS Property Journal. She also writes a regular APC column in Estates Gazette Brick & Mortar podcast series with Sarah Jackman and is a contributing author to the Health & Safety section on RICS iSurv.

For more details on the Built Intelligence APC Structured training sessions available   click here

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• Oct 19, 2021

RICS APC Lifeline – Log Book and Case Study Template

Updated: Oct 30, 2023

Building a Better You

Property Elite’s sole aim is to build better property professionals - supporting your career every step of the way, whether you are an AssocRICS or RICS APC candidate or a MRICS or FRICS Chartered Surveyor simply seeking engaging CPD.

We provide a wide range of training and support, so why not find out more on our websi te about how we might be able to support you? We work with candidates across all RICS APC and AssocRICS pathways, routes to assessment and geographic regions.

Don’t forget to sign up online for your free 15 minute AssocRICS or RICS APC consultation , including a review of your referral report if you have been referred. You can also book your bespoke training or support services directly through our eShop .

Not sure about signing up? Make sure you read what our recent successful candidates have to say in our Testimonials .

What is today's blog about?

In this week’s blog, we take a look at our top tips relating to the RICS APC Log Book and Case Study Template.

What are our top tips relating to the RICS APC Log Book?

If you are enrolled on the Structured Training (12 or 24 months) route, you must keep accurate records of your experience via your Structured Training Diary.

The Diary is not a requirement for candidates on any other routes (e.g., Preliminary Review or Straight to Assessment) or assessments (e.g., Senior Professional, Specialist or Academic).

We have already discussed the requirements for your Diary in a previous blog .

The Diary is not submitted as part of your final RICS APC submission. This means that your assessors will not have access to the detail recorded in your Diary.

However, the days that you record in your diary will filter through into the Log Book element of your final PDF submission. You can download this using the Preview function on the Assessment Resource Centre (ARC).

Your Log Book must show that you have recorded the minimum number of competency experience days, relating only to your technical competencies. For 12 months’ Structured Training you must have recorded at least 200 days, whilst for 24 months’ Structured Training you must have recorded at least 400 days. These are the minimum requirements, so you may have recorded substantially more days in total.

When reviewing your Log Book, you need to check your overall days spent on each level of each technical competency. Ideally, you will have an even spread with no deficiencies in experience in any one competency.

Your Diary days should also be weighted towards the highest level declared, demonstrating that you have met the required competency level.

As a minimum, you should have recorded at least 20-30 days per competency (between all three levels), with some competencies hitting 50+ days where these form the primary part of your role.

There are no exact requirements, however, and you should check that your Diary and Log Book days are realistic and accurate. If they are not, then your Diary could be called up by your assessors. Furthermore, if you do not record the minimum days required then RICS will not allow you to proceed to your final assessment interview.

What are our top tips relating to the Case Study template?

The RICS APC Case Study template can be downloaded via ARC, or you can use the Property Elite te mplate available here .

We recommend that all candidates use this as the basis for their final Case Study submission.

Here are our top tips for using this template to present a professional Case Study that meets the requirements of the RICS:

Add page numbering to your Case Study

Include a Title Page with a relevant photograph, case study title and other key details

Include a Contents Page, including a Table of Figures / Tables and a List of Appendices

Fully justify your text and use consistent line spacing

Use an easy to read font, e.g., Arial Size 10 and ensure that this remains consistent throughout

Ensure you follow the RICS headings and do not deviate from these

Ensure that in 2. My Approach, you discuss ideally 2-3 key issues

Only include relevant Appendices and label these accurately

Ensure that any photographs you include have clear titles and that any maps have a North point, scale (or Not to Scale) and a reference (e.g., Google Maps, 2021)

Ensure that you refer to any Tables, Figures or Appendices within your text

Ensure you proof read your case study carefully before submitting

Convert your Word Document Case Study to PDF before uploading to ARC as part of the final submission process

How can we help?

Don't leave it too late to book your submission feedback and review , APC question pack , e-mock interview or 1-2-1 mentoring . We also provide revision quizzes , revision guides and a CPD Webinar Package .

We offer a range of short and long-term support packages in our eShop , including our popular Monthly Mentoring and Kick Start packages. These can include an RICS APC or AssocRICS Counsellor in certain circumstances.

Head to our blog archive to access even more free CPD and AssocRICS and RICS APC training and support.

Download your free AssocRICS and RICS APC resources , including e-books and revision quizzes.

Find out more about our bespoke AssocRICS and RICS APC training and support, before booking your free 15 minute consultation .

Stay tuned for our next blog post to help build a better you.

N.b. Nothing in this article constitutes legal, professional or financial advice.

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9 Case Study Examples, Plus a Useful Case Study Template

Writing a case study can help you pitch your services to prospective clients. Learn how to write one by studying successful examples and using a free template.

If you can write a résumé, you can write a case study. Just as a résumé shows potential employers how your experience can benefit their team, a case study highlights an existing client’s success story to demonstrate your business or product’s value to prospective clients.

A compelling case study includes relevant data without overwhelming your reader, considers the customer’s perspective, and demonstrates how you handled a specific challenge.

The best way to learn how to write one is by reading a stellar business case study example.

What is a case study?

A case study is a document business-to-business (B2B) companies use to illustrate how their product or service helped a client achieve their goals. A winning case study introduces the featured client, gives a brief description of their challenge or goal, and showcases the results they achieved with your help.

Businesses that provide software, tools, or consulting services often provide case studies to potential customers trying to choose between several options.

A company’s marketing team is typically responsible for writing case studies, but if you have a small business without a dedicated marketing team, don’t worry. Anyone can write a case study, and it’s a straightforward process if you use a template.

Why should you create a case study?

A case study brings your product or service to life for future customers with real-world examples. These success stories offer tangible results. Case studies are, thus, a form of social proof , but their power goes beyond a mere testimonial or review.

Since B2B services often are expensive and require approval from multiple decision-makers, typical forms of social proof often aren't enough to convince potential customers. Business customers want to be able to share compelling data with their teams, and that’s where the case study is beneficial.

How to write a case study

• Choose a template
• Interview your client or customer
• Describe the situation
• Identify the solution
• Present the results

1. Choose a template

You don’t necessarily need a template to write a case study, but it can make the process easier—especially if you haven’t written one before or need to write several at once.

You’ll notice that most business case studies take the same general format; after inputting the basics into the template, you can add your own personal flair. (That is, your branding and voice.)

2. Interview your client or customer

The client or customer interview is the heart of the case study. Identify several current or past clients willing to chat with you about their experiences. Look for repeat customers and those who reached out independently to tell you how much they enjoyed your product or service.

A phone interview is the best way to get conversational quotes, but you can correspond via email if your subject is short on time. Not sure what to ask? When social advertising agency Biddyco interviewed the VP of Marketing at Fellow , they asked him the following questions , according to their case study:

• What were the obstacles that would have prevented you from choosing/hiring Biddyco?
• What have you found as a result of hiring Biddyco?
• What specific feature or thing do you like most about Biddyco’s services?
• Would you recommend Biddyco and why?

The goal of the interview is to better understand your client’s experience with your product or service and grab a soundbite you can use as a testimonial in your case study. If you didn’t work directly with the client, you may also want to interview someone on your team who did to get more context.

3. Describe the situation

Give context to your case study with a brief description of the client’s business and the desired outcome that led them to seek your product or service. You can follow this general formula:

[Client’s name] is a [type of business] with [unique feature]. [Client’s name] came to [your business] seeking [client’s desired outcome] while [requirement].

Here’s an example of a one-sentence situation summary in the case study for Sharma Brands ’ client Feastables:

“Feastables, a better-for-you snacks company, came to us in need of a team to take the DTC setup off their plate.”

Advertising company Adgile, which created moving billboards for the non-alcoholic aperitif brand Ghia , has a longer description in its case study that provides background on the marketplace, but the heart of it is this:

“Ghia was seeking creative ways to break through the clutter of a crowded—and big-budgeted—adult beverage market, all while managing customer acquisition cost (CAC).”

4. Identify the solution

This section can vary depending on your field. Also described as “the action,” “the work,” or “the strategy,” the solution describes the strategic insights your company brought to your client’s problem or how your customer used your product to achieve their goals.

The basic formula: [Client’s name] partnered with [your business] to [service received].

Here’s an example from email marketing software Klaviyo’s case study featuring olive oil brand Graza:

“Graza uses Klaviyo’s granular segmentation tools to send automated flows and promotional campaigns to small, targeted groups of customers based on purchase frequency.”

This section describes exactly which of Klaviyo’s features Graza used (granular segmentation) and how they used it (to send automated flows to small, targeted groups), without getting into any outcomes or results yet.

5. Present the results

This section is where you’ll win over prospective customers and build trust. The basic formula is:

[Client’s name] used [service received] to [desired outcome].

Share how your product or service positively affected the client’s business, whether that’s cost savings, more clients, or improved company culture. According to a case study from community platform TYB, the results it delivered for skin care company Dieux were as follows:

“Dieux was able to create thousands of authentic, personalized referrals ahead of its new product launch plus live out its brand promise of transparency.”

Depending on your product or service, your results may include quantifiable outcomes (like thousands of referrals), intangibles (like living out your brand promise), or both, as in the case of TYB.

Real-world examples of case studies

Sharma brands for feastables, adgile media group for ghia, meta for lulus, tyb for dieux, biddyco for fellow, outline for heyday canning, klaviyo for graza, culture amp for bombas, kustomer for thirdlove.

A great way to write a case study is to look at a sample case study—or better yet, many. You’ll notice that wildly different businesses have case studies that follow roughly the same structure, which is why we recommend using one of our free case study templates to write yours. Learn from this mix of business, design, and marketing case study examples:

Sharma Brands is a branding agency founded by Nik Sharma , “The DTC Guy.” Sharma Brands keeps its case study featuring snack company Feastables short and sweet, breaking it down into three chronological sections: the situation, the work, and the outcome.

The Sharma Brands case study is a good example of how to incorporate meaningful results without sharing actual numbers (which the client may not wish to make public) or getting into an in-depth analysis.

Instead of metrics, Sharma Brands lists the tasks it executed: 

• “Successfully launched their DTC site.” 
• “Simultaneously launched on GoPuff with no downtime.”

It also lists some general achievements: 

• “Broke Shopify records in the first 24 hours of launch.” 
• “All revenue and engagement metrics were highly exceeded.”

Adgile Media Group creates outdoor advertising by providing brands with mobile billboards. Unlike traditional outdoor advertising, Adgile also tracks the digital impact of its IRL campaigns.

Adgile’s case study featuring the non-alcoholic beverage brand Ghia is the perfect place to show off the metrics it collects, like:

• 78% homepage visit lift
• 91% conversion lift
• 82% lift on its Find Us page
• Increase in brand awareness and recall, more than 75% over the competition

Meta, the social media and digital advertising platform, does something in its case studies that every company can replicate. Instead of saving the numbers for the results section, Meta provides a brief overview near the top. This breaks up the text visually, provides a quick snapshot for anyone who doesn’t want to read the full case study, and intrigues those curious to know how they achieved those numbers.

Meta’s case study for the clothing company Lulus starts by teasing its most impressive stat:

“The women’s fashion ecommerce company compared the performance of a Meta Advantage+ shopping campaign with Advantage+ catalog ads versus its usual ad campaign setup and saw a 47% increase in return on ad spend using the Advantage+ products.”

It then presents three key figures in a visually appealing design, drawing clear attention to the impact it had on this customer.

TYB is a community platform that rewards fans for creating user-generated content . TYB’s case study for Dieux details how the skincare brand used its platform to involve customers in product testing.

It also does something small worth noting: Instead of sticking the call to action at the bottom of the case study, TYB places a “request demo” button at the top of the page. That way, anyone compelled by the results of the case study can take the next step immediately.

Advertising agency Biddyco took a unique approach to its case study for the coffee- and tea-gear company Fellow . Unlike other business case study examples that use the typical situation-solution-results format, Biddyco structured its case study as an extended testimonial, with a series of questions like, “What specific feature or thing do you like most about Biddyco’s services?”

In addition to client feedback, Biddyco also highlights a few key accomplishments under the heading “All You Really Need to Know.”

A branding studio like Outline won’t approach case studies in the same way an advertising platform like Meta would. What matters here isn’t cost per impression or ROAS, it’s how everything looks.

That’s why Outline’s case study for ​​ Heyday Canning is relatively light on words and heavy on imagery. If your work is more visual than numerical, your case study is a great place to show your behind-the-scenes process.

For example, Outline shows the label design alongside images of the cans on the shelf and provides a brief description of the design inspiration. This example shows how you can have a design-focused case study that still tells a compelling story.

Klaviyo , an email marketing software company, puts numbers front and center in its case study for the olive oil company Graza . If your product or service involves tracking metrics like email open rates, revenue, and click rates, highlight those stats in a larger font size, as Klaviyo did.

Klaviyo’s case study for Graza also shows you don’t necessarily need to fix a problem to create a great case study; you can also simply help your client achieve their goals. According to Klaviyo’s case study, Graza’s challenge was to create strong customer relationships.

How do you write a compelling case study if your service doesn’t involve tangible metrics or flashy design? For the performance management software company Culture Amp , it’s highlighting key statistics about the subject of its case study , sock company Bombas .

Like Meta and Klaviyo, Culture Amp highlights three numbers in large font. But these numbers are stats about their client Bombas, not Culture Amp’s services: “120+ employees,” “25M+ items donated,” and “$100M+ in revenue for 2018.”

Instead of showing off the results it achieved for Bombas, these numbers let prospective clients know that Culture Amp works with big, important companies on their performance management process.

Choosing a customer relationships management ( CRM ) platform is a big decision. Switching platforms—as bra company ThirdLove did in this case study from customer support platform Kustomer—can involve lengthy data migration, customization, and employee onboarding.

That’s why it makes sense that Kustomer’s case study for ThirdLove is a four-page-long PDF and not a blog post. If your case study involves a long, detailed analysis, follow Kustomer’s example and make two versions of your case study.

The first page is an executive summary, with about a paragraph each describing the challenge and results. If after reading the first page, you want to learn more, you can dive into the rest of the case study, but you don’t have to read the entire thing to get a sense of how Kustomer collaborated with ThirdLove.

Case study examples FAQ

How do you write a simple case study.

To simplify the case-study writing process, download a template. Shopify’s fill-in-the-blanks case study template can help you share your customers’ success stories in an easily digestible, well-designed format.

Why are case studies important for businesses?

For the business reading a case study, the contents can help them decide between different products or services. For the business writing the case study, it’s a chance to connect more deeply with potential customers.

What is an example of a case study?

An example of a case study is a mobile billboard company’s overview of the services it provided to a client. The case study might include an overview of the client's goals and how the advertiser addressed them, plus a list of outcomes—increased website visits, decreased costs per visit, and a rise in brand awareness.

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