The CASE Journal

ISSN: 1544-9106

Journal Description

The CASE Journal (the official journal of The CASE Association) presents students with a modern interpretation of discussion-based teaching, and equips the next generation of business professionals with the acumen to solve strategic problems in enterprise.

Submit your paper Calls for papers
Signatory of DORA
Aims and scope

The CASE Journal invites submission of the following:

  • Cases: TCJ publishes factual teaching cases spanning the full spectrum of business and management disciplines. 
  • Compact Cases: These cases must be factual and are limited to 500-1,000 words. The goal is to make cases accessible, readable and more engaging for students. 
  • New Forms: TCJ is interested in exploring new types of cases that go beyond the conventional models. Cases utilizing innovative technology or twists on traditional formats are welcome. 
  • Articles and Conceptual Papers: TCJ also invites submissions of articles relating to case teaching, case writing, case reviewing, and similar topics. Conceptual papers and papers reporting original research as well as the applied implications of others’ research in terms of case teaching, research, and instruction are welcome, as are creative learning, research and writing methods that have been tested in the classroom or in practice, including critical incidents and industry or technical notes.

All cases must be accompanied by an Instructor’s Manual providing the target audience, relevant theoretical concepts or models, research methodology, discussion questions and suggested responses and teaching strategies.

Editorial team
  • Editor-in-Chief

  • Associate Editor

  • Publisher

  • Content Editor

  • Editorial Advisory Board

    • Erin Bass
      University of Nebraska Omaha
    • Heidi Bertels
      University of Maine-Orono
    • Richard Borgman
      University of Maine-Orono
    • Steve Congden
      University of Hartford
    • Christopher Craig
      Murray State University, USA
    • Angela da Rocha
      Pontifical Catholic University of Rio de Janeiro
    • David Desplaces
      College of Charleston
    • Eric Dolansky
      Brock University
    • Matthew Fisher
      Lam Family College of Business, San Francisco State University, USA
    • Josep Franch
      ESADE Business School
    • Keith Harris
      Kansas State University, USA
    • James Hilliard
      Fox School of Business, Temple University, Philadelphia, USA
    • Patrik Hultberg
      Kalamazoo College
    • Kenneth Levitt
      Frostburg State University
    • Margaret Naumes
      University of New Hampshire (retired)
    • William Naumes
      University of New Hampshire
    • Debapratim Purkayastha
      IBS Case Research Center Hyderabad
    • Marlene Reed
      Baylor University, USA
    • Stuart Rosenberg
      Monmouth University, New Jersey, USA
    • Kathryn Savage
      Northern Arizona University
    • Joseph Trendowski
      Valparaiso University
    • Sumedha Tuteja
      Department of Finance, Institute of Management Studies Ghaziabad, Ghaziabad, India
    • Jorge Manuel Vareda Gomes
      University of Lisbon, Portugal
    • Miriam Weismann
      Suffolk University
    • Rebecca Wilson-Mah
      Royal Roads University
Author guidelines

Guidelines for authors

Before you submit your case and IM, Compact Case and Teaching Note, industry note, technical note, critical incident or article to The CASE Journal, please check that your submission complies with the following:


  • Do not include a synopsis or abstract—save it for the instructors’ manual.
  • The case must be factual: that is, using real people, real companies, real situations—no composites. You may disguise the company and individuals involved (note that on the first page of the case), but this does not relieve you of the responsibility for obtaining a release.
  • All cases must be written in the past tense, except for direct quotes. Cases written in the present tense will be returned without review.
  • Cases do not have to have a decision focus; illustrative, descriptive, and analytical cases are welcome at The Case Journal.
  • Use 1” margins, single spacing, and clearly numbered exhibits or appendices. Number all tables, appendices, attachments, illustrations, exhibits, maps, and other sorts of ancillary material sequentially, using the generic “Exhibit” as the identifier.

Case study writing guide:

Instructors’ Manual

The IM should contain the following information (at minimum):

  • Synopsis
  • Target audience/level/when in term to use/connections to commonly used texts
  • Learning objectives
  • Discussion questions (list)
  • Theory discussion
  • Answers to Discussion Questions
  • Teaching Strategy
  • Student Response
  • Epilogue (if known)

Compact Cases

The CASE Journal publishes Compact Cases designed to provide sufficient information to motivate student learning, illustrate concepts and provide discussion opportunities in a shorter case format. Compact Cases must meet all of the guidelines for Cases, but are limited to 500-1,000 words in length (just about two single-spaced pages). Compact cases have a briefer Teaching Note (described below) instead of a full Instructor’s Manual.

Teaching Note

Only Compact Cases utilize a Teaching Note. Do not utilize these guidelines for cases that exceed 1,000 words in length. The Teaching Note should contain:

  • Abbreviated abstract
  • Keywords
  • Case usage (level and course)
  • Learning objectives (usually one or two)
  • Discussion questions (usually no more than three)
  • Theory Discussion (more tightly focused than for full length case)
  • Answers to Discussion Questions
  • Teaching Tips/Activities
  • Epilogue (if known)
  • Authors must provide a structured abstract of no more than 400 words for their case, this is to be completed on the title page.  The structured abstract is to be split into the following sections; Synopsis, Research Methodology, Relevant Courses and Levels & Theoretical Basis.  Authors must also provide a minimum of 5 keywords for their case study.

Teaching note writing guide:


Teaching cases submitted for publication should not have been published before in their current or substantially similar form, or be under consideration for publication with any ISSN/ ISBN registered publication. Please see Emerald’s originality guidelines for details. Authors submitting teaching cases for publication warrant that the work is not an infringement of any existing copyright and will indemnify the publisher against any breach of such warranty. For ease of dissemination and to ensure proper policing of use, papers and contributions become the legal copyright of the publisher unless otherwise agreed. The editor may make use of iThenticate software for checking the originality of submissions received.


Prior to teaching case submission, authors must clear permission to use any content that has not been created by them. Failure to do so may lead to lengthy delays in publication. Emerald is unable to publish any content which has permissions outstanding. The rights that Emerald require evidence of clearance for, are:

  1. Non-exclusive rights to reproduce the material.
  2. Print and electronic rights.
  3. Worldwide English language rights.
  4. To use the material for the life of the work (i.e., there should be no time restrictions on the re-use of material, e.g., a one-year licence).

When reproducing tables, figures or excerpts from another source, it is expected that:

  1. Authors obtain the necessary written permission in advance from any third party owners of copyright for the use in print and electronic formats of any of their text, illustrations, graphics, or other material, in their manuscript. Permission must also be cleared for any minor adaptations of any work not created by them.
  2. If an author significantly adapts any material, the author must inform the copyright holder of the original work.
  3. Authors obtain any proof of consent statements.
  4. Authors must always acknowledge the source in figure captions and refer to the source in the reference list.
  5. Authors should not assume that any content which is freely available on the web is free to use. Authors should check the website for details of the copyright holder to seek permission for re-use.

Emerald is a member of the STM Association and participates in the reciprocal free exchange of material with other STM members. This may mean that in some cases, authors do not need to clear permission for re-use of content. If so, please highlight this upon submission. For more information and additional help, please follow the Permissions for your Manuscript guide.

Consent to publish – release form

All teaching cases submitted for review must include appropriate signed permissions from case Protagonists, e.g., CEO; company directors or any employee given authority by the organization; or the person or persons under review, granting full permission to publish the case. Written permission must also be obtained if you include any material for which someone other than yourself or the case subject/protagonist, own the copyright. Please see Permissions section above for more detail. Please refer to Emerald’s Consent to publish – Release Form as an example of the required release form.

Defamation / Libel

If inaccurate, unsubstantiated or emotive statements are made about organizations or people in a submitted case, Emerald reserves the right to request changes to the text from the author or to reject the case prior to publication.

Critiques and reviews of organizations, products and services are acceptable but comments must be constructive and must not:

  • Expose groups or individuals to hatred, ridicule or contempt;
  • Cause them to be shunned or avoided;
  • Lower them in the estimation of right-thinking members of society generally;
  • Disparage them in their business, trade, office or profession.

Final Submission

Authors should note that proofs are not supplied prior to publication. The manuscript will be considered to be the definitive version of the teaching case. Therefore, any requests for changes after the final submission will not be granted. The author must ensure that the final submission is complete, grammatically correct and without spelling or typographical errors.

Consent Form

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