JCRI Guidelines for Cases


Please provide in one WORD file the case study and instructor's manual (IM). Both will be sent to reviewers. Save the document with a file name identifying the short title, type of manuscript, and date (e.g., Widgets_CASE_12Jan2018.docx). In this document, do not provide author(s)' names or any identifying information.

Use size 12 Calibri font for all text, and size 10 font for footnotes, endnotes, and financial statements.

On the top of the page, type the case title exactly as written in the Submission Form: Centered, bolded, and fully capitalized in one or two lines. Do not underline. Leave one blank line, then type: Submitted to the Journal of Case Research and Inquiry (with the journal name in italics). Only the line immediately below type, Type Date First Submission: followed by the name of the month, and number of the day and year. (For revised and re-submitted manuscripts, always provide the date of first submission as well as the date of the revision.) For example:


Submitted to the Journal of Case Research and Inquiry
Date first submission: September 4, 2017
Revised: November 5, 2017

Major titles should be centered, bold, and underlined. Do not capitalize.
Leave one blank space before and after each major title.

Subtitles should be aligned left, bold, and italicized. Do not capitalize or underline. Leave one blank space before and after each subtitle.

The case may be organized in any number of different ways. We recommend that authors examine cases published in the proceedings of the Western Casewriters Association conferences (see www.westerncasewriters.org) or in other high quality case publications such as the Case Research Journal (www.NACRA.net) for content and organization of outstanding cases.

Swiercz (2000) identified four different types of case studies. All four types (and combinations) are acceptable submissions to the Journal of Case Research and Inquiry: 
a) Profiles. These are descriptive studies that inform the reader about an organization (its history, milestones, approach to business, and policies) or an industry. Sometimes, these types of cases are used to provide "memorable examples" (Swiercz, 2000, p. 3) of well-known organizations. 
b) Decision-making Episodes. These cases require the reader to make a decision or advise a protagonist in the case about what decision to make. 
c) Theoretical Explorations. These cases can be used to test a management theory; is a theory or a conceptual framework a useful and applicable to a given real-life example? 
d) Ethical and Legal Confrontations. These cases are used to explore how a law or regulation applies in practice to real situations in organizations. Often, the reader is required to juxtapose the demands of a real situation, requirements as indicated in law, and her own personal and cultural values. What is the best "business" solution to the problem in the case? What are the legal requirements? What is the ethical response? What are the tradeoffs between compliance and organizational outcomes?

Submissions should adhere to the following guidelines:

  • The case study should be written entirely in the past tense. Authors should imagine the case being read one or two years in the future, after the events have already transpired.
  • Short sections with headers in bold or underlined are preferred over long sections.
  • The use of direct quotes (in quotation marks) is often very effective.
  • Inclusion of exhibits (photographs, diagrams, charts, graphs, and financial statements) is appropriate and may be done in the body of the case or attached to the end of the case as appendices. All Exhibits must be numbered and labeled with an appropriate title (in bold font), for example Exhibit 1. Sales of Widgets in North America 2005 to 2010. Authors should place exhibits approximately where they believe they would be placed in the final version of a published case. Below each exhibit, authors should type Source: (in italics) followed by the source of the information.
  • All case submissions to the Journal of Case Research and Inquiry must include a fully developed instructor’s manual (IM). (See Guidelines for Instructor’s Manual below).
  • Footnotes and endnotes may be used if appropriate. If used, notes should be numbered consecutively from the start to the end of the case. Use a size 10 font for footnotes or endnotes.
  • A reference list is required at the end of the case for all cases that were developed using secondary research or a combination of primary and secondary research. (A separate reference list is required at the end of all IMs.) Use a size 10 font for reference lists.
  • To cite sources in the reference list and below exhibits, authors should use standard APA styles (see www.apastyle.org)

Save the file with a name that indicates the short title, CASE, and date using underscores (but no spaces). For example, Widgets_CASE_12Jan2018.docx.