Case Completion Requirements
When the case you are writing is final, there is a handful of procedures and documents to be completed. These steps are required for the case to be released or taught in the classroom:
- Send case to CWO editor. Contact Margot Sutherland or your casewriter contact to arrange for editing.
- Complete the faculty case study release form.
- Complete the case information form.
- Complete the company case study release form if needed.
- Obtain copyright permissions if needed.
- Review the case checklist.
- CES Only: acknowledge donors.
Faculty Assistants: please contact Margot Sutherland if you need assistance.
Once these steps have been completed, submit the following items to your contact at the Case Writing Office. Note that any missing item(s) may cause a delay or prevent the case from being filed or released:
- Case: soft copy
- Teaching Note (if required by faculty): soft copy
- Company Case Study Release Form: hard or soft copy
- Faculty Case Study Release Form: hard or soft copy
- Case Information Form: soft copy
- Copyright Permissions (if needed): hard or soft copies. Please note: students who are writing a case as a 390 are not required to obtain the copyright permissions but must note the sources so that CWO staff can pursue copyrights.
How do I make revisions to a case that has already been submitted to the GSB library and/or Harvard Business School Publishing (HBSP)?
If you have revisions to make to a case, request the most recent version of the case from Margot Sutherland in the Case Writing Office. Make your changes on this file, change the version date of the case (found in the top right hand corner of the first page of the case) and submit the revised case to the Case Writing Office along with the Documentation of Case Revisions form. We will then put the new case in the Stanford case archive and send both the updated case and the Documentation of Case Revisions form to HBSP so that they can do the same.
How long will it take my case to be posted on the Stanford and HBS sites?
Once the Case Writing Office receives a complete case file (as noted above), the CWO sends the file to Harjeet Heer in the GSB's Case Distribution office in Jackson Library. The cases are mounted on Stanford's site within two days. It takes significantly longer to get cases distributed through Harvard. At HBSP's request, the school sends the cases to Harvard in batches of 4-5 cases. It generally takes the GSB about a month to accumulate a batch of unrestricted cases for distribution by HBSP. About 6 to 8 weeks after the case has been received by HBSP, it will be mounted on the Harvard Business Online website for distribution.