Case Statement Template

Adapted from JFFixler Group’s Case Statement for Volunteer Engagement, downloadable at

Case statements communicate the rationale, need, focus, and vision of what will be different as a result of an initiative. A statement ensures consistency in promoting an initiative and helps to garner support. It can be used to develop speaking points, print materials, and proposals to share with prospective funders.

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Background (how or why the initiative is being developed)


Connection (to mission and vision)


Stakeholders (who is involved in, supporting, and/or benefitting from the initiative)


Examples (of existing exemplary programs and services within the organization)


Your Case Statement


Speaking Points


Elevator Speech