Quantitative & Qualitative Analysis Methods

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 a client’s performance to industry standards or top peers. Shows competitive standing and sets realistic improvement targets.
Regression AnalysisStatistical method to determine how factors impact performance. Helps identify growth drivers or decline causes.
Balanced ScorecardMeasures performance across financial, customer, internal, learning/growth perspectives. Aligns goals with operations and avoids tunnel vision.
Clarity MatrixStructured approach to focus on only the most critical success indicators. Prevents data overload and centers leadership on what truly matters.

Qualitative Methods

360° FeedbackCollect anonymous feedback from peers, reports, and supervisors. Delivers an unfiltered view of a leader’s impact.
Culture AssessmentsInterviews, focus groups, surveys to evaluate values alignment. Culture drives retention, performance, and innovation—crucial for transformation.
Stakeholder MappingIdentify influencers and their interests. Ensures your strategy is politically and relationally sound.
Customer Journey MappingTrack how customers interact over time. Reveals pain points and opportunities to elevate experience.
Case Study AnalysisExamine 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 ModelConsiders structure, people, processes, culture together. Prevents siloed solutions.
Legacy Launch ProtocolConsulting → Readiness → Investment → Scaling. Positions your work as growth-oriented and investment-driven.
Impact EvaluationCombines data with stories to measure success. Balances human impact with quantitative ROI.
Scenario PlanningBuilds multiple "future state" models based on variables. Prepares leaders for uncertainty and change.
Root Cause AnalysisIdentifies underlying causes of problems (5 Whys, Fishbone). Leads to lasting solutions, not quick fixes.
Portfolio AnalysisUse BCG or GE/McKinsey frameworks to assess which initiatives to grow, hold, or retire. Helps prioritize resources effectively.
Network AnalysisMap internal communication and influence. Reveals silos and paths for better collaboration.
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