Telling Better UX Stories: A Toolkit for Story-First Case Studies

Hands in a typing position on a laptop keyboard

Over the years, through countless portfolio revisions, mentor reviews, and feedback sessions, I noticed a pattern: the case studies that made the strongest impression weren’t just about showing deliverables; they told a story. A story about the problem, the people, the challenges, and the impact. After many iterations refining my own case studies, I developed a story-first approach: one that puts narrative structure, user-centered thinking, and clear outcomes at the heart of every project write-up. This post shares the tools and process I’ve created to help you craft stronger, story-driven case studies for your own UX portfolio.

Step 1: Capture Your Raw Material with the Story-First UX Case Study Prep Sheet

Go to prep sheet Google Doc →

Before you even start writing your case study, use the Prep Sheet to gather the critical pieces of your story. This document guides you to capture:

  • The problem you were solving
  • Key user needs and business goals
  • Major turning points and decisions
  • User research findings
  • Outcomes and reflections

Tip:
You can use this while you’re working on a project in real time or fill it out immediately after a project wraps up. The goal is to record important details before they get lost or blurred over time.

Step 2: Write Your First Draft with the Story-First UX Case Study Template

Go to template Google Doc →

Now that you have your raw material, it’s time to start writing. The Template provides a clear outline that helps you:

  • Frame your problem in a compelling way
  • Walk the reader through your process as a story, not a to-do list
  • Highlight pivotal moments, design decisions, and iterations
  • Showcase outcomes and reflections

The template structure mirrors a narrative arc, guiding readers through the emotional and practical journey of the project.

Tip:
Don’t worry about perfection at this stage. Focus on getting the story down first; you’ll polish later.

Step 3: Self-Review Using the UX Case Study Writer’s Checklist

Go to checklist Google Sheet →

Once your draft is written, use the Writer’s Checklist to catch gaps or weak spots before anyone else reviews it. This checklist prompts you to ask:

  • Is the problem clearly framed?
  • Are users and outcomes meaningfully included?
  • Is my story arc strong and emotionally engaging?
  • Am I explaining my artifacts, not just showing them?

Tip:
Aim to confidently check every box on the list. If you can’t, revisit and revise before moving on.

Step 4: Get Early Feedback From the Story-First UX Case Study Reviewer (ChatGPT)

Go to reviewer GPT →

(Optional but highly recommended)

Before you send your case study to a mentor, you can run it through the Story-First UX Case Study Reviewer. This reviewer is a custom ChatGPT trained on the same story-first rubric your mentor will use in step 5.

The GPT will provide constructive, rubric-based feedback on areas where your case study could be stronger, including:

  • Gaps in the story arc
  • Missing emotional connection or stakes
  • Weak framing of the problem or outcomes
  • Opportunities to better tie artifacts into the narrative

Tip:
Use the GPT feedback to make a round of edits before handing your case study off for live mentor review.
It’s like having a practice run, and it’ll help you catch issues you might not notice yourself.

Step 5: Get External Feedback With the UX Case Study Rubric

Go to rubric Google Sheet →

Finally, have a mentor, peer, or reviewer score your case study using the UX Case Study Rubric. The rubric evaluates key storytelling and UX communication skills across categories like:

  • Narrative Arc
  • Problem Framing
  • User-Centered Approach
  • Outcomes and Impact
  • Reflection and Growth

You’ll receive a final average score plus clear next steps for improvement based on your results. If you don’t have a mentor, you can book a session with me on ADPList!

Tip:
Even strong case studies can often be strengthened further. Treat rubric feedback as a map for your final round of polishing.

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