Case study examples

Here is a list of case study examples for you to use and apply and/or modify within your institution. This list can be filtered by Beneficiaries, Stakeholders or Concordat principles using the navigation bar on the left


'Advancing in Academia' at King’s College London (KCL) is a four-week blended learning course for PGRs (doctoral researchers) and Research Staff who are considering or planning a career in academia. The course is designed and run in partnership with the researcher careers team at KCL and the College Centre for Doctoral Studies. The most recent version, in 2022, was run for people with dual academic and clinical careers. The course has run since 2017 focussing on different academic disciplines each time, and in 2022 it focussed specifically on clinical academics. Although the general principles described below apply to all iterations, the course run in 2022 represented the most challenging and also the most rewarding.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Clinicians Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff
Concordat principles: Employment Professional and career development
Keywords: Training Professional development Research identity Research culture Career progression Equality, diversity and inclusion Career management Diverse careers Clinical


The University of Portsmouth is a modern University employing 120-140 Research Staff, depending largely on the number and type of externally funded research grants and contracts. Recognising that our existing structures were not delivering the levels of engagement necessary to deliver on the aspirations in our Concordat Action Plan, we redesigned the group that has oversight and governance of researcher development to bring in representation from PhD through to Professor, reinvigorating career stage fora.


Beneficiaries: Research staff Research and teaching staff Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff
Concordat principles: Environment and culture
Keywords: Professional development Research culture Policy Researcher voice Career management Diverse careers Recognition


We are not always good at saying thank you, especially for things that are difficult to measure. The Research Culture Awards aim to recognise and celebrate those who demonstrate good role modelling and make the environment better for others; staff can thank those around them who are good leaders, mentors or organise valued activities. The longer-term aim is to include these aspects in promotion criteria and to value them more formally, but this informal method has helped develop a community of people who actively think about good research culture and how to replicate it elsewhere.


Beneficiaries: Research staff Research and teaching staff Technicians Managers of researchers Professional support staff
Stakeholders: Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture
Keywords: Research culture Researcher voice Working conditions Leadership development Recognition


Managers of researchers usually step into the role as a result of them winning grant funding to employ someone to work on their project. They often receive no specific training as a manager, or to fulfil the many, diverse obligations that the Concordat places on them. Following wide consultation with stakeholders, we have developed a training ‘bundle’ to support managers of researchers to meet their Concordat obligations that includes advice, resources, signposting to policies and support, and bespoke training. All content is available on demand and delivered in ‘bite-sized' chunks.


Beneficiaries: Managers of researchers
Stakeholders: Professional staff
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training Professional development Research identity Research culture Career progression Wellbeing Working conditions Performance management Career management Diverse careers Leadership development


The Network of Women+ Professors at the University of Hertfordshire promotes career progression and progress towards gender equality in the professoriate in line with the institutional Athena Swan action plan and supports HR to close the gender pay gap and gender ratio in the professoriate. The network has established a mentoring scheme to support women aspiring for Reader, Associate Professor and Professor levels with individual mentoring support offered to people who identify as women+ at the University by nationally and internationally recognised colleagues.


Beneficiaries: Research staff Research and teaching staff Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff
Concordat principles: Environment and culture Professional and career development
Keywords: Training Professional development Research identity Research culture Career progression Equality, diversity and inclusion Career management Leadership development Research assessment Recognition Mentorship


The University of Liverpool Research Staff Association (UoL RSA) supported by the Academy is a research community-owned and -led initiative. It provides a voice for research staff across all faculties, and a platform for communication and networking. It helps co-ordinate central support for researcher development and builds a researcher community that, through representation on committees and working groups, empowers researchers to be involved in decision making.


Beneficiaries: Research staff Managers of researchers Professional support staff
Stakeholders: Researchers Professional staff
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training development activities Professional development Research identity Research culture Induction Career progression Policy Equality, diversity and inclusion Wellbeing Researcher voice Bullying and harassment Working conditions Career management Diverse careers Leadership development Research assessment Recognition Research staff association (RSA) Community building


Colleagues from Organisational Development and the Careers Service at Newcastle University worked together to develop and deliver an engaging series of career management workshops for early career researchers during the pandemic. They replaced face-to-face classroom-based delivery with blended learning. Four workshops ran over 8 weeks: Career Clarity, Curiosity, Courage and Capability with pre-work and follow-up resources. The workshops (on Zoom) included guest speakers, Q&A, quizzes and breakout discussions. Due to demand and positive feedback, we are continuing with this approach. In the face of adversity, we've created something very positive.


Beneficiaries: Managers of researchers Professional support staff
Stakeholders: Researchers Professional staff
Concordat principles: Professional and career development
Keywords: Researcher developers Careers consultants Careers service Organisational development Training Career progression Professional development Career management Diverse careers


This case study describes the social science approach (termed Merging Knowledge) utilised to develop the University of Oxford's Concordat action plan. The case details the action plan design and drafting process, which involved participants from across the University, selected to represent the Concordat stakeholder groups and to reflect diversity across disciplines, career stage, ethnicity, and gender.


Beneficiaries: Research staff Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture
Keywords: Forum Representation Concordat Research culture Policy Researcher voice


The Research and Knowledge Exchange Development Framework (RKEDF) aims to ensure Bournemouth University researchers have access to the support required to make a step change in their research activity and performance, strengthening the opportunities for career progression, retention of high-performing staff, and acceleration of research income. The RKEDF offers a range of standalone workshops, structured courses, and online resources. These are delivered by BU staff with topic expertise or external facilitators. In addition to many individual events, the RKEDF includes several targeted and cohort-based courses each year.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Professional and career development
Keywords: Training Professional development Research culture Career progression Leadership development Recognition


The Bournemouth University Academic Targeted Research Scheme (ATRS) was launched to attract and recruit talented early career researchers in targeted research areas, with the potential to become future research leaders. As an academic at Bournemouth University (BU), they are developing their career in an exciting work environment, provided with a high level of dedicated time to drive research activity and build capacity, and have the freedom to develop their research interests within targeted areas. Six appointments were made, which are still ongoing. The opportunity has led to strong research networks, collaboration, and time to achieve goals.


Beneficiaries: Research staff Research and teaching staff Managers of researchers
Stakeholders: Managers of researchers Professional staff Senior/executive team
Concordat principles: Employment
Keywords: Research identity Career progression Career management Leadership development


The revised Concordat to support the career development for researchers includes reference to researchers having opportunities, structured support, encouragement and time to engage in a minimum of 10 days professional development pro rata per year.

Professional development can take a variety of forms and varies with career stage. The University of Liverpool have developed a web resource Development Activity Guidance which includes examples of opportunities that enable researchers to develop skills and experience to support their career and professional development.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Teaching-only staff Technicians
Stakeholders: Researchers Professional staff
Concordat principles: Professional and career development
Keywords: Signposting Professional development Guidance and support Policy Equality, diversity and inclusion Research culture Research integrity Wellbeing Researcher voice Bullying and harassment Training Flexible working Induction Job security Working conditions Career progression Performance management Career management Diverse careers Leadership development Research identity Research assessment Recognition


Many postdocs move into scientific leadership roles beyond academia. ICR wanted its training offer to reflect that, giving agency to those not aiming for an independent academic career. ICR tagged training and career development opportunities as ‘succeeding in industry’ and/or ‘succeeding in academia’, and offered specific support and events on applications and recruitment in industry. ICR wanted to acknowledge that researchers might also be undecided, or plan to move between academia and industry, and the institute connected with alumni and Faculty who have done this successfully to deliver these sessions.


Beneficiaries: Research staff Postgraduate researchers Technicians Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff
Concordat principles: Professional and career development
Keywords: Research culture Training Professional development Career management Diverse careers Postdocs Industry Alumni


To celebrate and recognise the achievement of the University’s research staff, the Research Staff Strategy Group (RSSG) introduced a new University awards scheme exclusively for research staff (defined as research assistants, associates/postdocs and fellows). The four categories of award (Research Staff of the Year, Best Outstanding Output, Best Outstanding Contribution to Research Impact, and Best Outstanding Contribution to the Research Environment) showcase the excellent work of research staff and raise their profile and visibility across the University.


Beneficiaries: Research staff Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture
Keywords: Research identity Research culture Policy Recognition


Research Tuesdays is a programme of events based on a constructivist approach to learning where communities of practice are developed between new members of staff and more experienced researchers. Events are designed to showcase the creative practice of academics who may not have previously encountered research in an arts university. This intervention has led to emerging practice-based researchers becoming more confident in starting up interest groups that have created group exhibitions, symposia and publications. 


Beneficiaries: Research staff Research and teaching staff Managers of researchers
Stakeholders: Researchers Managers of researchers
Concordat principles: Environment and culture Professional and career development
Keywords: Training Professional development Constructivist scaffolding creative practice practiced-based research Research culture Induction Career progression Research identity


Strathclyde’s Researchers Group is an Institutional Research Staff Association. As a highly effective route for the Researcher Voice to be heard at an Institutional level, the Group allows the Researchers to be central to understanding and addressing all aspects of the Researcher Development Concordat while providing opportunities for the Researchers’ own professional, career and leadership development. 


Beneficiaries: Research staff Postgraduate researchers
Stakeholders: Researchers Professional staff Senior/executive team
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training Professional development Research culture Career progression Policy Equality, diversity and inclusion Researcher voice Career management Diverse careers Leadership development Recognition


The University of Exeter's ambitious exploration of research culture in each department across the whole University using technology to promote discussion. 


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training Professional development Research identity Research culture Induction Career progression Policy Wellbeing Researcher voice Bullying and harassment Job security Working conditions Performance management Career management Diverse careers Leadership development Research assessment Recognition Open Transparent and Merit-based (OTM) recruitment and progression


The Making an Impact series has been designed around a framework of Knowledge Exchange  ‘lenses’, on impact in cultural, health science, public policy, economic, industrial, digital, environmental and third sectors. The KirkPatrick model of evaluation assesses long term outcomes and feeds into programme design.

Equity, accessibility and inclusivity is central to the Series, which provides a mixture of live sessions delivered by internal and external experts across research-related academic, administrative and industry stakeholder roles, augmented with asynchronous materials on a dedicated Resource Hub.

The Series plays a significant role in creating new connections, impactful collaboration and a culture of innovation.


Beneficiaries: Research staff Research and teaching staff
Stakeholders: Researchers
Concordat principles: Environment and culture Professional and career development
Keywords: Impact development activities knowledge exchange Research culture Training Professional development Research assessment


The Researcher Forum at Plymouth enables the University to facilitate communications, consultation, practice sharing, development and support with our Researchers. The Researcher Forum facilitates discussion and networking between our researchers, managers, academics and staff supporting researchers and is key to supporting our researchers. Meetings are themed according to Concordat-related activities, University initiatives and priorities for researchers, for example: Concordat consultation, REF, career development, funding support, Open Access and, Impact. The Concordat Working Group works closely with the Researcher Forum and Research Staff representatives on Concordat-related activities, providing a pivotal link with our community of researchers. Faculty ECR Forums have been established for the Faculties of Health; Science and Engineering; and Arts, Humanities and Business. Faculty ECR Forums are conduits for information, consultation, representation, career development and support for researchers aligned with each group. Establishing Faculty ECR Forums has led to further opportunities for research staff through 'Faculty crossover representatives', which provides an excellent opportunity for researchers who are interested in developing their experience/research beyond their Faculty network.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Teaching-only staff Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Researcher ECR Forum Representation Career development Networking Collaboration Support Concordat Training Signposting Policy Equality, diversity and inclusion Research culture Research integrity Wellbeing Researcher voice Bullying and harassment Flexible working Open Transparent and Merit-based (OTM) recruitment and progression Induction Job security Working conditions Career progression Performance management Professional development Career management Diverse careers Leadership development Research identity Research assessment Recognition


The University of Manchester has an annual promotion round open to all Research Staff irrespective of their contractual status and external funding stream. Clear promotion criteria is available for all grades of Research Staff and promotion committees openly invite and encourage applications providing evidence of working at a higher level.


Beneficiaries: Research staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Employment
Keywords: Policy Research culture Open Transparent and Merit-based (OTM) recruitment and progression Working conditions Career progression Performance management Career management Recognition


This case study describes our reflective practice approach. Through the creation of the Developing Excellent Researchers Subcommittee, we widened engagement making it more inclusive and balanced academic and Human Resources need. This established network means that research staff can contribute to the institutional strategic research agenda. This was important in developing our HR Excellence in Research Award submission as it ensured that we engaged with individuals from our research staff cohort through to those in senior research management roles. Changing the focus of support for HR Excellence in Research and widening engagement has facilitated a more reflective approach. This will continue to evolve as the agenda turns to research culture.


Beneficiaries: Research staff Technicians Managers of researchers Professional support staff
Stakeholders: Managers of researchers Professional staff
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Policy Research culture Researcher voice Leadership development


The Academy’s Researcher Development Roadmap (RD Roadmap) provides diverse opportunities for research and research-related staff to create bespoke development pathways in support of their professional practice. The searchable RD Roadmap has been designed for individuals to navigate the wealth of online content available in a range of accessible formats to support career development and progression. The RD Roadmap is updated on a regular basis and is designed around 4 key topics: Career Confidence and Progression; Engagement and Influence; Research Impact; and Personal Effectiveness.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Teaching-only staff Technicians Clinicians Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training Professional development Research identity Research culture Career progression Policy Equality, diversity and inclusion Research integrity Wellbeing Researcher voice Performance management Career management Diverse careers Leadership development Research assessment Recognition


The Buddy Scheme offers postdocs and early career researchers (i.e. staff on research only contracts) the chance to meet new colleagues, expand their networks and enrich their experience of the University’s research culture in an informal setting. It is an opportunity to meet peers at similar career stages across all faculties, to build connections outside of their research group and to enhance their professional, research and social frames of reference. It is led by the University of Liverpool’s Research Staff Association (RSA) and runs twice a year.


Beneficiaries: Research staff Research and teaching staff Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training Professional development Research identity Research culture Induction Career progression Policy Equality, diversity and inclusion Wellbeing Researcher voice Working conditions Career management Diverse careers Leadership development Research assessment Recognition


This open-access development module explores the Principles of the Concordat and the resulting responsibilities for staff. The module serves to foster conversations that nurture a positive and inclusive culture in which researchers take responsibility for the development of their personal and professional practice. As role-related training, the module will be available to new and existing staff as needed, allowing them to refresh their understanding of the Researcher Development Concordat.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Teaching-only staff Technicians Clinicians Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Training Professional development Research identity Research culture Induction Career progression Policy Equality, diversity and inclusion Research integrity Wellbeing Researcher voice Bullying and harassment Flexible working Job security Working conditions Performance management Career management Diverse careers Leadership development Research assessment Recognition Open Transparent and Merit-based (OTM) recruitment and progression


The Skill-up! Research Skills Development Fund at the University of Hertfordshire promotes bespoke researcher development through a researcher-led mechanism for managing and distributing funding. It enables researchers to apply for training that is not offered within the university, through a competitive application process. Early career researcher (ECR) representatives from each School work together to design the process, assess the bids and distribute the funding. The scheme is well received by researchers and provides a useful developmental opportunity for the ECR representatives.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Managers of researchers Professional support staff
Stakeholders: Professional staff Senior/executive team
Concordat principles: Environment and culture Professional and career development
Keywords: Research culture Training


The Summer Vacation Research Competition (SVRC) enables postdoctoral researchers and professional services staff to run an independent research project with an undergraduate (UG) intern and thus to gain additional research project and management experience. Successful UGs work on a cutting-edge research project and learn first-hand about research careers whilst being paid a living wage. The SVRC is part of Kent’s combined strategy to support the professional development of all staff and to enable UGs to participate in and be inspired by research.


Beneficiaries: Research staff Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Professional and career development
Keywords: Equality, diversity and inclusion Research culture Research integrity Wellbeing Researcher voice Training Working conditions Career progression Professional development Leadership development Widening participation


The Kingston University’s Rise Research Leadership Academy programme runs on Wednesday lunchtimes from January to June. The content of the programme is designed to align with Kingston University’s commitment to the national Concordat framework. Each week a series of 16 core lectures was delivered by esteemed research leaders from across Kingston University’s faculties and research disciplines. Action learning set (peer mentorship) group work and individual peer mentorship activities are also integral to the Academy.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Clinicians Managers of researchers Professional support staff
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team Funders
Concordat principles: Environment and culture Professional and career development
Keywords: Training Professional development Research identity Research culture Career progression Equality, diversity and inclusion Research integrity Researcher voice Career management Diverse careers Leadership development Research assessment Recognition


We wanted to reinvigorate our early career research (ECR) community after the detrimental impact of lockdown. We hosted a whole school conference for ECRs which included short ‘blitz’ and longer research talks, giving ECRs valuable experience and CV material. It also included a ‘Dragons Den’ style grant application process, where pre-written grant applications were critiqued by senior leadership (‘Dragons’) and then defended by the applicants in a panel interview. The event was an enormous success and reached capacity for attendance. Four novel projects were created and sustained to this day.


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Teaching-only staff
Stakeholders: Researchers Managers of researchers
Concordat principles: Environment and culture Professional and career development
Keywords: ECR Career development Professional development Research identity Research culture Career progression Equality, diversity and inclusion Wellbeing Researcher voice Working conditions Leadership development Research assessment Recognition Community building Multidisciplinary Grants Conference Dragon's Den


The Integrated Knowledge Translation (IKT) is an approach to knowledge translation that emphasises working in an engaged and collaborative partnership with stakeholders throughout the research cycle in order to have positive real-world impact. 


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Clinicians Managers of researchers Professional support staff
Stakeholders: Researchers Professional staff
Concordat principles: Environment and culture Professional and career development
Keywords: Citizen Participation Education Participatory Planning Collaboration Inclusion


The Assistant Supervisor role at Queen’s University Belfast enables the official appointment of postdoctoral researchers involved in supervising PhDs alongside academics, within healthy boundaries set to manage their level of responsibility and workload. For recognition, they get an appointment letter and are added to the students' system. They learn by doing, through mentoring and workshops. The role is popular across disciplines and feedback from postdocs, students and academic supervisors has been positive. Some Assistant Supervisors have received Postdoc Awards and/or AF-HEA as a result.


Beneficiaries: Research staff Postgraduate researchers Managers of researchers
Stakeholders: Researchers Managers of researchers Professional staff Senior/executive team
Concordat principles: Environment and culture Professional and career development
Keywords: Mentorship Career development Supervision Recognition


To support early career researchers (ECRs) the University of Hull developed a bespoke, integrated and cohort-based programme of training and development accessible to early career researchers across the entire university. THRIVE (The Hull ECR Integrated deVElopment programme) runs over 11 months, with a half-day session each month. Sessions, delivered by a combination of internal and external trainers, cover core research skills, navigating a changing funding landscape, and provide fellowship writing retreats to give researchers time and space to gestate research projects.


Beneficiaries: Research staff Research and teaching staff
Stakeholders: Managers of researchers Professional staff Senior/executive team
Concordat principles: Professional and career development
Keywords: Training Professional development Research identity Research culture Researcher voice Career management Diverse careers Recognition


The York Researcher Festival celebrates the contribution that postgraduate and postdoctoral researchers make to research, culture and community at York. The programme is researcher-led, with the majority of sessions devised, designed and delivered by researchers - with input from academic and professional support staff. Lasting for a week and with over 20 sessions on offer, the Festival enables researchers to take stock and focus on personal goals and career aspirations, learn from each other and academic staff and develop and enhance skills. In 2022 over 400 researchers took part and gave an overall satisfaction rating of 93%; 95% would recommend the event.  


Beneficiaries: Research staff Postgraduate researchers Research and teaching staff Managers of researchers
Stakeholders: Researchers Professional staff
Concordat principles: Environment and culture Professional and career development
Keywords: Training Professional development Research culture


The Academic’s Success Guide, an open-access resource, provides perspectives and relevant advice from Principal Investigators (PIs) and senior managers from academic departments and professional services at Imperial on the induction and probation process, as well as a wide range of tools and strategies to support new academics with establishing their career. The sections on managing projects and leading a research group cover processes and offer tried and tested models, along with useful tip sheets and templates to help navigate the day-to-day work of managing projects and people.


Beneficiaries: Research staff Research and teaching staff Managers of researchers
Stakeholders: Researchers Managers of researchers Senior/executive team
Concordat principles: Environment and culture Employment Professional and career development
Keywords: Leadership development Career management Performance management Guidance and support Professional development Probation Academic career


Fellowship Fortnight (FF) was introduced in 2021 with the aim of celebrating the work of research fellows at the University of York, and encouraging researchers and staff to learn more about early career fellowships. Now an annual event, FF2023 welcomed more than 300 attendees from across the University, from PhD researchers to current Fellows to research support staff. 97.5% of attendees said that they would recommend the event that they attended to others. Working in conjunction with Departments across the University, Fellowship Fortnight is an excellent example of how researchers and staff across the University can come together to celebrate, collaborate and support professional development among early career researchers.


Beneficiaries: Research staff Managers of researchers
Stakeholders: Researchers Managers of researchers
Concordat principles: Professional and career development
Keywords: Training Professional development