Our research methods

Companies may struggle with people issues for a whole host of reasons: maybe they’ve grown quickly, maybe they’ve changed the way they work, maybe they need to adapt to a new opportunity or maybe they just need a moment to reset. And for every kind of people issue, there are people out there who are claiming to have all the solutions, which range from one-off training to (potentially disruptive) reorganisations. These interventions can be costly, and frankly sometimes they just don’t work.

Companies need a better way of assessing whether the changes have been successful.

And when things don’t go to plan, they need to understand why: if an intervention doesn’t work that could be because it’s ineffective at tackling the root cause, or it could be because the root cause of the issue is different from what you expected. In all of these instances you aren’t getting a full picture of what’s going on under the surface.

I created Uncover because I felt like there was a space to do more research and measurement within companies. This page covers what our research approach looks like in practice. 

Research methods are techniques to help us answer key questions. At a high level, Erika Hall (author of an amazing book called Just Enough Research) outlines the 4 kinds of research questions and the types of research associated with them:

  • Exploratory research

    How are people feeling?

    What are the problems?

    What are some key opportunities?

  • Descriptive research

    How have those problems developed?

    What are the root causes?

    What are some potential solutions?

  • Causal research

    Does this solution target the underlying issues?

    How can we know if it’s working or not?

    How long is the impact lasting?

  • Evaluative research

    Is this situation changing meaningfully over time?

    What are the key trends to look for?

    Do these trends differ for underlying groups?

Getting to the answers to each of these questions isn’t always easy. So, we use a wide range of techniques from Psychology, Economics, User Experience Research, and other areas of best practices. This helps us choose the best tool to answer your specific question. It also means we can “triangulate” answers using multiple methods, to see if we get the same results by using different techniques. That way, you can be more certain about the answers before investing resources in rolling out an expensive solution to your full organisation.

Exploratory & Descriptive research methods

  • Q-methodology

    Q-methodology is a way of capturing and quantifying people’s subjective experiences. They are asked to rank ~60 subjective statements from most disagree to most agree. We can review average results or cluster the results to see what underlying groups of people are there within your organisation.

  • Thematic analysis

    This method helps capture the most salient thoughts that people have in relation to an event or organisation or process. It involves asking people to draw or write out their thoughts about a given topic, then interviewing them about what they’ve written and codifying the themes that are raised in those interviews.

  • Pre-mortems

    This is a method to elicit the “big things” people think will matter to the eventual success or failure of a project. It involves asking people to think of a hypothetical where a project or initiative has gone wrong, and to diagnose what might have caused this to happen.

  • Script schema analysis

    This method identifies how different people go about the same process. It involves asking people what steps they take to achieve a goal and comparing the results with best practice or correlating the types of output with the historical performance of the individual.

  • Network analysis

    Most business outcomes rely on connections between people. This method identifies those connections and how strong those connections are. It allows us to target interventions on the “socially referrent” people within the network, which can result in behaviours spreading through that network. This can be especially useful when interventions are expensive and time consuming.

  • Observational approaches

    A set of approaches to observing or recording people’s behaviour, and then codifying that behaviour. This can help provide insight into how those people approach specific situations. A good example of this is coding how a specific meeting goes, who is talking at a given point, what are they saying, and how are they communicating.

Causal & Evaluative research methods

  • Randomised control trials (RCTs)

    RCTs are the gold standard for identifying the causal impact of an intervention. They involve assigning people to groups, which only differ in the type of intervention used (or lack thereof). After a period of time, we measure the difference between the groups which can only be the result of the interventions. This approach is best suited for larger organisations.

  • Quasi-random experiments or pilots

    Often RCTs are not possible, due to constraints in organisation size or due to other practical limitations. In these settings we can replicate elements of the RCT process to get an approximation of the causal impact of an intervention. There is also significant value in framing these interventions as “experiments” or “pilots” because it reinforce the importance of learning and measurement.

  • Direct outcome measurement

    The best way of measuring the impact of an intervention or set of interventions on specific outcome, is to measure that outcome itself. However, this is often more complex than it sounds, and may involve multiple measurement approaches, and a mix of internal and external measurements.

  • Success & kill criteria

    This method is about setting objectively ways of measuring progress while you’re in the process of delivering change. Setting “success criteria” and “kill criteria” can help overcome biases and avoid wasted time on projects that aren’t delivering. You can read more about this in my previous post about “when to commit, grit or quit”.

  • Mixed-method longitudinal surveys

    The use of regular pulse-check surveys can allow you to track how you are doing on a much broader set of measures. Using a combination of quantitative and qualitative questions can help provide the most accurate and informative data collection over time.

  • Sentiment analysis

    Accurately measuring how people feel can be challenging, especially when you are trying to understand whether an intervention was effective. Using sentiment analysis can help to more accurately categorise positive and negative free-text responses.