Why Qualitative Research is Critical for Recovery

Organizations are a house on an eroding cliff. The house still has strong foundational elements keeping it in place (areas of Organizational Resilience) and areas that have eroded during COVID (areas of Organizational Recovery). Leaders are missing opportunities to leverage areas of strength and resilience and, more critically, unaware of exposures or unsure how to manage them.

Qualitative research allows us to see clearly what areas of the organization need recovery. 

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Our recent study of independent schools found these organizations have areas of incredible organizational resilience and areas in desperate need of recovery. What leaders are struggling with is the ability to accurately appraise where the organization is strong and where the exposures lie that require quick and effective repair or support.

One of the reasons leaders are struggling to accept the ways in which their organization has been compromised during this time (or even to refer to this as a time of organizational crisis) is referred to as the Cognitive Challenge, or the tendency for leaders to take refuge in denial, making the future “less unknowable than it is unthinkable” (Duchek, 2020). A staunch acceptance of the reality of the house on the cliff is a critical component of Organizational Resilience.

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Leaders are struggling with an over-reliance on quantitative surveys due to their relative ease of use. The challenge is that when in crisis, even the most well-written surveys cannot get to the complexities, cultural nuance, and organizational layers that feed and fuel strengths and liabilities. Often surveys are thought of as providing us with a flashlight in a dark tunnel. They start to point out evidence of “what” (e.g. staff satisfaction/engagement levels) we may need to focus on but does not provide the “why” (e.g. historical and contextual contributors to the experience) or the “how” (e.g. the best/most effective pathway forward for sustainable recovery). As a result, organizations often exhaust precious resources on biased hypothesis for how to address issues with low return on investment.

Qualitative fills in the gaps in information that quantitative surveys do not provide. Scientifically relevant Qualitative research provides leaders with the following:

  • Historical context and how organizational history influences today’s behaviors

  • Beliefs, assumptions, and values that drive organizational culture and insight as to how to shift, shape, build, and rebuild culture

  • Major liabilities and how to mitigate those liabilities most effectively for long term sustainability

  • Major assets and how to leverage these for resilience and growth

Qualitative research will provide organizations essential insight into the areas that need attention most for the coming months to prevent major fallout or further erosion. Over the past decade of working with organizations in crisis, we have recognized how critical it is to strategically recover. Fallouts from times of crisis can include:

  • Erosion of trust with employees and stakeholders

  • Reduced retention

  • Loss of productivity and efficacy

  • Increased escalations

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Organizations need to sure up their areas of recovery now and do so with the confidence they are tending to the right areas. Many of the issues that have challenged organizations are a result of having not effectively addressed past challenges. Now that we are all in a time of crisis, it is all the more essential that organizations see understanding their pathway to recovery as the paramount priority.

Kate Sheppard

Kate Sheppard has specialized in supported organizations navigating through crisis for the past decade. She is passionate about applying a human-centered approach to ensure individual and organizational resiliency through times of challenge. Kate has over 20 years of experience facilitating adult learning, is a facilitator for the Center for Courage and Renewal, trains and certifies professional development coaches, and is a Trauma Informed Systems Trainer in partnership with the San Francisco Department of Public Health. Kate believes participatory research is the most effective way to catalyze sustainable change and has led over 100 organizational assessment projects to catalyze paradigm shifts and disrupt inequities within organizations. Kate holds a M.A. in Human Development with an emphasis in Leadership in Education and Social Services. When she is not consulting with organizations across the nation, Kate directs staff and leadership development for the YMCA of San Francisco.

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