Case Study

Case Study Analysis: Roger and Annette

Roger is a 43-year old husband and father. He has been married for 11 years and has two children, eight and five. Currently, he works as a middle manager for a large engineering firm. The office is located almost an hour away and it is an extremely stressful work environment because of bidding competition and project deadlines. The company has mentioned a possible downsizing of the workforce due to ongoing economic pressures and middle management is seen as being the most vulnerable. Roger has been with the company for seven years now.

Annette, Roger’s wife also works. She is an office manager for a local pediatrician but may have to leave due to recurring back problems and other health concerns. The possible loss of her income has strained the marriage a bit, especially over the past six months.

Roger works late many days and sometimes doesn’t get home until after the children have gone to bed. Lately, he has appeared to be increasingly irritable and frequently “loses it” and ends up yelling at Annette or the kids. During his senior year in high school and also while attending college, Roger would drink socially with friends and occasionally get drunk. Annette knew of his drinking when they started dating, but it never seemed to be a problem and she had never actually seen him drunk. Roger’s mother was an alcoholic and died four years ago from complications related to her drinking. She was 67 at the time. Her brother (Roger’s uncle) has also been in a detox center twice for drinking problems. One of the reasons Roger was coming home late was because he was stopping at a bar to have a drink with several of his coworkers. What started out as a beer or two once a week after work, became a six-pack three or four times a week. Drinking on the weekends also became more routine and he no longer tried to hide it from Annette. She also recently found pornography on his computer. Annette greatly resents the drinking and is becoming increasingly concerned.

Her primary way of dealing with the issue is to lecture and moralize the situation. Roger responds with anger, sullenness and most recently, by leaving the house for hours at a time. He doesn’t believe he has a serious problem with alcohol and that he could stop if he really wanted to. Besides, he feels like it, “calms him down” after the stress of his workday. He appears aloof and somewhat suspicious of others.

About a month ago, Roger stopped attending church with his family. Annette has explored the possibility of seeing a counselor for help. After a lot of asking, complaining and even a threat by Annette to separate, Roger has agreed to come in. He says he loves his family, but doesn’t know, “what the big deal” is really all about. He doesn’t believe that the Bible expressly prohibits drinking altogether.

Case Study Management and Analysis Form


Each case study summary should incorporate the following elements: A – Achieving a Connection

How would you connect with this couple and begin to form a helping relationship (in 2-3 summary paragraphs)?


B – Breaking Down the Problem

1. Define/summarize the following (in bullet-point format):

· Physical and/or Medical needs and issues

· Emotional needs and issues

· Family/Social/Relational needs and issues

· Mental/Psychological needs and issues

· Financial, Vocational or Other/Practical needs and issues

· Spiritual needs and Issues

2. Assess the scope of the presenting problems by utilizing the scales (1-10) below, state the overall level of risk/distress, and provide a summary paragraph:


Frequency Score:

How often are problems occurring, issues arising and/or certain behaviors being displayed?


0 2 4 6 8 10

< 1x per month weekly daily


Intensity Score:

How strong/evident is the level of pain, distress, or crisis – physically, emotionally, relationally, psychologically, financially/vocationally, spiritually, etc.?


0 2 4   6 8 10
mild     moderate     extreme



Duration Score:

How long does the impact of crisis moments linger/last when they manifest?


0 2 4   6 8 10
a few hours     1-2 days     > 1 week




Eric Scalise, Ph.D. (2015)


Variability Score:

How many different issues, problems and/or crisis points are present in the marriage?


0 2 4   6 8 10
one issue     3-4 issues     > 6 issues




Overall Score:

(4-15: Low Risk; 16-25: Moderate Risk; 26-40: High Risk)



C – Committing to a Plan of Action

What steps does the counselor need to consider/take, including biblically oriented principles (in bullet-point format)?


What steps does the couple need to consider take, including biblically oriented principles (in bullet-point format)?


D – Documenting the Interaction

What are the potential legal, ethical, and/or liability related issues, if any (in bullet-point format)?


E – Explaining the Chosen Theoretical Orientation

Select one theoretical orientation/model for marriage counseling (e.g., behavioral, emotion- centered, psychodynamic, multigenerational, social constructionist, etc.) and describe (in a two-page summary) how a counselor would work with the couple using the constructs, techniques, and interventions specifically related to the chosen theory.


A different theoretical orientation/model will be used for each case study.

Case Study Analyses Assignment Instructions



Review files Case Study Analysis: Roger and Annette. Describe hypothetical presenting problems with a couple. Using the Case Study Analysis Template, provide a thorough, systematic and holistic summary.



· Length of Assignment – 5 pages

· Excluding title page and reference page

· Devote 2 of your pages to the integration of your selected theoretical model

· Current APA format

· Include 5 scholarly references published within the last five years

· Utilize the Case Study and Analysis Template to write your paper

· Description of how you would approach working with the couple

· The theoretical orientation/model you are using.

· Your analysis/assessment of the case;


Important: Follow the template, Case Study Analysis Template, Headings A through E, to organize and present your paper. All of these sections must be included in your final submission.



Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

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