Select case sites. The researcher should use a process of "theoretical sampling" (not random sampling) to identify case sites. In this approach, case sites are chosen based on theoretical, rather than statistical, considerations, for instance, to replicate previous cases, to extend preliminary theories, or to fill theoretical categories or polar types.
Create instruments and protocols. Since the primary mode of data collection in case research is interviews, an interview protocol should be designed to guide the interview process. This is essentially a list of questions to be asked.
Select respondents. Select interview respondents at different organizational levels, departments, and positions to obtain divergent perspectives on the phenomenon of interest.
Start data collection. It is usually a good idea to electronically record interviews for future reference. However, such recording must only be done with the interviewee's consent.
Conduct within-case data analysis. Data analysis may follow or overlap with data collection. Data analysis is done in two stages. In the first stage (within-case analysis), the researcher should examine emergent concepts separately at each case site and patterns between these concepts to generate an initial theory of the problem of interest. The researcher can interview data subjectively to "make sense" of the research problem in conjunction with using her personal observations or experience at the case site.
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