CLIENT NAME

PROJECT NAME

Snapshot

Client Type:
Focus Area:
Engagement Type:
Key Challenge:
Primary Outcome:

Key Takeaways

Make it useful for the reader

  • 2–4 bullet points highlighting lessons learned

  • Insights other organizations can apply

  • Reassurance that improvement is possible without perfection

    • A brief background on the organization and its mission.

    • Where they were in their evaluation or learning journey?

    • External pressures or contraints

      Goal: Help readers think, “Oh wow, that sounds like us”

  • What wasn’t working - and why it matterend

    • Specific pain points (fragmented data, unclear outcoes, funder-driven evaluation)

    • What the organization was struggling to answer or demonstrate

    • Risks of staying the same (missed funding, decision paralysis, burnout, unclear impact)

    Frame this in plain language

  • What Bridgepoint did and how you worked together

    • How the engagement was structured

    • Key methods or strategies used (no need to overshare tools)

    • How you tailored the work to the organization’s capacity and goals

    • Emphasis on partnership, learning and usability

    Optional callout:

    Why this appraoch worked: 1-2 sentences connecting method to need

  • 5. The Results

    Concrete outcomes and wins

    • What changed as a result of the work

    • Tangible deliverables (reports, frameworks, dashboards, learning agendas, etc.)

    • Shifts in clarity, confidence, or decision-making

    • Early wins and longer-term impact

    If metrics are available, include them—but qualitative outcomes are just as powerful.

  • So what? Why it mattered.

    • How the organization now uses data differently

    • What decisions they can make now that they couldn’t before

    • How evaluation became more strategic, actionable, or sustainable

    This is where you connect back to mission impact, not just evaluation outputs.

  • Short testimonial or paraphrased feedback

    • 1–3 sentence quote, or

    • A short “What the client said” summary

About the Work

Soft CTA

  • Brief sentence connecting this case to your broader services

  • Link to a relevant service page or “Let’s talk” button

Example:

This engagement is part of Bridgepoint Evaluations’ work helping organizations move from reporting requirements to strategic learning.