Quantitative & Qualitative Analysis Methods
Quantitative Methods
| KPI & Performance Metric Tracking | Identify key metrics (sales, productivity, etc.), collect data, and monitor over time. Keeps consulting tied to measurable results; shows ROI clearly. |
| Financial Ratio Analysis | Use ratios like profitability, liquidity, efficiency to assess financial health. Enables precise, actionable advice on sustainability and scaling. |
| Benchmarking | Compare a client’s performance to industry standards or top peers. Shows competitive standing and sets realistic improvement targets. |
| Regression Analysis | Statistical method to determine how factors impact performance. Helps identify growth drivers or decline causes. |
| Balanced Scorecard | Measures performance across financial, customer, internal, learning/growth perspectives. Aligns goals with operations and avoids tunnel vision. |
| Clarity Matrix | Structured approach to focus on only the most critical success indicators. Prevents data overload and centers leadership on what truly matters. |
Qualitative Methods
| 360° Feedback | Collect anonymous feedback from peers, reports, and supervisors. Delivers an unfiltered view of a leader’s impact. |
| Culture Assessments | Interviews, focus groups, surveys to evaluate values alignment. Culture drives retention, performance, and innovation—crucial for transformation. |
| Stakeholder Mapping | Identify influencers and their interests. Ensures your strategy is politically and relationally sound. |
| Customer Journey Mapping | Track how customers interact over time. Reveals pain points and opportunities to elevate experience. |
| Case Study Analysis | Examine similar organizations’ successes and failures. Offers real-world lessons and models for change. |
Advanced & Strategic Frameworks
| Circle of Growth™ | Links leadership traits to actionable steps in seven stages (Purpose → Execution). Sustains leadership change measurably. |
| Balanced Change Model | Considers structure, people, processes, culture together. Prevents siloed solutions. |
| Legacy Launch Protocol | Consulting → Readiness → Investment → Scaling. Positions your work as growth-oriented and investment-driven. |
| Impact Evaluation | Combines data with stories to measure success. Balances human impact with quantitative ROI. |
| Scenario Planning | Builds multiple "future state" models based on variables. Prepares leaders for uncertainty and change. |
| Root Cause Analysis | Identifies underlying causes of problems (5 Whys, Fishbone). Leads to lasting solutions, not quick fixes. |
| Portfolio Analysis | Use BCG or GE/McKinsey frameworks to assess which initiatives to grow, hold, or retire. Helps prioritize resources effectively. |
| Network Analysis | Map internal communication and influence. Reveals silos and paths for better collaboration. |