Portfolio Case Study Planner / Action kit
Portfolio case study writing template
Present a project with context, decisions, contribution, and honest results.
Made for designers and builders explaining their work.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
- FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
- To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
- LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
- SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
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The task
What you'll make
A case study explaining your role, choices, and evidence without inflated results.
Gather before you start
- Project brief
- Decision records
- Contribution boundaries
Mark missing information so you can check it before using your work.
When to skip this kit
- You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
- You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
- You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
- 01Project context
- 02Problem framing
- 03Decision trail
- 04Outcome honesty
- 05Presentation test
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
Viewers can distinguish the project type, individual work, constraints, and evidence.
Before you finish
Check this before you use it
A team outcome is presented as solely your achievement.
Describe your decisions and credit shared work and uncertain outcomes accurately.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Start with worksheet one
Project context
Jump to a section
Worksheet 1 of 5. Project context Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Instructions
State whether work was client, internal, academic, volunteer, or self-initiated.
Worked example, fictional
Context: A junior designer explains a practice project without implying it was a paid client engagement. Completed response: The booking redesign is clearly labeled a self-directed concept.
Your decision
What was your role and what was outside it? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Problem framing.
Before you start
- Project brief: [Source or notes]
- Decision records: [Source or notes]
- Contribution boundaries: [Source or notes]
What you will make
A case study explaining your role, choices, and evidence without inflated results.
View plain worksheet text
Worksheet 1 of 5. Project context
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
State whether work was client, internal, academic, volunteer, or self-initiated.
Worked example, fictional
Context: A junior designer explains a practice project without implying it was a paid client engagement.
Completed response: The booking redesign is clearly labeled a self-directed concept.
Your decision
What was your role and what was outside it?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Problem framing.
Before you start
- Project brief: [Source or notes]
- Decision records: [Source or notes]
- Contribution boundaries: [Source or notes]
What you will make
A case study explaining your role, choices, and evidence without inflated results.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Before you choose
What should I have ready for this kit?
Bring project brief, decision records, contribution boundaries. Mark anything you still need to check.
How do I know the work is finished?
A case study explaining your role, choices, and evidence without inflated results. Check your answers against the original records and note anything unresolved before sharing your work.
Does it include a spreadsheet or native app template?
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.