Skip to main content

Case study consent form template

15 July 2018

Are you creating a case study consent form for your charity?

Make sure you’ve gained informed consent to use all your best case studies by adapting our template, based on forms from across the charity sector.

Tips for using this template

  • Carefully adapt and review each section to match your organisation’s purpose and needs. Each charity’s context is unique, so this template can only be a starting point
  • Maintaining strong, consensual relationships with case studies is a much broader area than can be covered by just one form – read our Best Practice Guide to portraying beneficiaries and service users for more guidance on sustaining a good relationship with your case studies
  • Just as important as what’s written on the form is the person who shares the form. There is only so much context which can be conveyed by a standard form, so it’s important to be really clear with each individual person about the implications of sharing their story, both on paper and in person
  • The details you collect about your case studies are likely to be personal data, so remember to make sure your form, your policies and everyone involved with processing the forms are GDPR compliant
  • Read Cath Drake’s article on how Case studies, photos and films can be personal data under GDPR too
  • Read Amazon PR’s advice on getting informed consent for your case studies
  • Consider exactly who will need access to your case studies. Will it only be internal staff, or will third parties also be using them? Does this need to be reflected within your form?
  • We’re eager to keep improving the quality of our resources, so if you have any feedback on the template, please let us know in the comments below.


This template was created by Kellie Smith. Thanks to Catch22, Gingerbread and Parkinson’s, all of whom submitted consent forms to help us come up with this template.

Most importantly, thanks to all our members for making this possible. We’re only able to offer this template for free because of the support of our members. If you’d like to see more template documents like this, and benefit from free events, peer support and knowledge sharing, get in touch with Sarah to find out more about becoming a CharityComms member.

Help us make more template documents

We’re expanding the range of documents we have available and we need your help to create more. If you have ideas for other templates we might create, please let us know in the comments below or email Christine with your ideas. Even better, send us examples of the documents you use, so we can create a template version for everyone.