Quantitative & Qualitative Analysis Methods

Data is only powerful when it changes decisions. Use the methods below to make results measurable and repeatable.

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Quantitative Methods

  • KPI & Performance Metric TrackingIdentify key metrics (sales, productivity, etc.), collect data, and monitor over time. Keeps consulting tied to measurable results; shows ROI clearly.
  • Financial Ratio AnalysisUse ratios like profitability, liquidity, efficiency to assess financial health. Enables precise, actionable advice on sustainability and scaling.
  • BenchmarkingCompare performance to industry standards or top peers. Shows competitive standing and sets realistic improvement targets.
  • Regression AnalysisDetermine how factors impact performance. Helps identify growth drivers or decline causes.
  • Balanced ScorecardMeasure performance across financial, customer, internal, and learning/growth perspectives to avoid tunnel vision.
  • Clarity MatrixFocus on the few critical indicators that actually move outcomes. Prevents data overload.

Qualitative Methods

  • 360° FeedbackCollect anonymous feedback from peers, reports, and supervisors. Delivers an unfiltered view of impact.
  • Culture AssessmentsInterviews, focus groups, and surveys to evaluate values alignment. Culture drives retention, performance, and innovation.
  • Stakeholder MappingIdentify influencers and interests. Keeps strategy politically and relationally sound.
  • Customer Journey MappingTrack how customers interact over time to reveal pain points and experience opportunities.
  • Case Study AnalysisLearn from similar organizations’ wins and failures to model change with fewer mistakes.

Advanced & Strategic Frameworks

  • Circle of Growth™Links leadership traits to actionable steps in seven stages (Purpose → Execution). Sustains change measurably.
  • Balanced Change ModelConsiders structure, people, processes, and culture together to prevent siloed solutions.
  • Legacy Launch ProtocolConsulting → Readiness → Investment → Scaling. Positions work as growth-oriented and investment-driven.
  • Impact EvaluationCombines data with stories to measure success. Balances human impact with quantitative ROI.
  • Scenario PlanningBuild multiple future-state models based on variables. Prepares leaders for uncertainty.
  • Root Cause AnalysisFind underlying causes (5 Whys, Fishbone) for lasting solutions—not band-aids.
  • Portfolio AnalysisUse BCG or GE/McKinsey to decide what to grow, hold, or retire. Prioritizes resources.
  • Network AnalysisMap communication and influence to reveal silos and improve collaboration paths.
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