1. Check whether you can use any of the existing templates:

Form 1: For the PM – Case study template for the project manager or coordinator to complete.

Form 2: For the Academic – Case study template for the academic to complete.

Form 3: For the SME: Generic – Case study template for the SME to complete.

Form 3A: For the SME: Start – SMEs who have not yet began their project can complete this Template. It will be uploaded as an interview and updated appropriately throughout their project.

Form 3B: For the SME: End – If the SME completed 3B, ensure they have 3B to share at the end of their project.

Expert interview template – Share with any consultants used
If they can be used, download the desired form(s) and send them to the appropriate stakeholder to complete.
Each case study should have:
- Form 1: For the PM
- Form 2: For the Academic
This is to help cover legalities of NDAs and get more context on the case studies. We often have no idea what the product actually is without this.

If student work was involved, this template can be duplicated and put into the branding of your project. Please contact Marketing for details.
Once the relevant forms are completed complete the below form. This will trigger a notification to Marketing and the task will be added to the
Marketing Tracker.