W4D1 - Chapter 7: Data Gathering

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Chapter 7: Data Gathering

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Data Gathering (1 of 3)

Argyris:

“Without valid information it would be difficult for the client to learn and for the interventionist to help . . . Valid information is that which describes the factors, plus their interrelationships, that create the problem for the client system.”

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Data Gathering (2 of 3)

Helps us work with the client on a valid fact-based diagnosis and develop a fact-based intervention to solve the problem.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Data Gathering (3 of 3)

Helps to distinguish between the presenting problem versus the underlying problem:

Distinction between the technical/business problem and the organizational and personal problem.

Understand how the problem is being managed.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Common Data Gathering Techniques

Interviews.

Focus groups.

Surveys.

Observation.

Unobtrusive measures.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Interviews (1 of 2)

Distinction between confidentiality and anonymity:

Confidential: No one will know what was said.

Anonymous: No one will know that it was you.

Emphasize interest in interviewee, not in one particular answer.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Interviews (2 of 2)

Use a partner—one asks, one writes.

Develop an interview guide—but let the conversation flow where it will.

Choice: Census vs. sampling.

Summary for client: Use of quotes?

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Focus Groups

Similar issues to interviews:

Confidentiality vs. anonymity.

Focused interview guide.

Facilitator and scribe.

Homogeneous vs. heterogeneous.

Watch for less vocal participants.

Audio or video recording.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Surveys

Combine with focus group before or after.

Census vs. sampling.

Anonymity of respondents.

Careful wording of questions.

Statistical accuracy; be careful as to how much statistical info to present to client.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Observations

Decision to share your identity/purpose?

Share ideas with a colleague to avoid bias or use two or more observers.

Amount and detail of note-taking in the moment vs. later on privately.

Audio or video recording.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Unobtrusive Measures (1 of 3)

Examples: Historical data, official documents, Web chat, discussion boards, databases, physical environment, language.

Usually already exist apart from the OD engagement.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Unobtrusive Measures (2 of 3)

Can be time- and resource-intensive; be careful to define what question you’re answering.

Can contradict or substantiate (validate) information obtained through other means.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Unobtrusive Measures (3 of 3)

Multiple interpretations: invite the client or organizational members to help explain what the data mean.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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How Do You Determine the Right Data-gathering Approach?

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Facts From Client’s Description of Problem Possible Interpretation or Reason    Data Needed Best-Suited Method
New employees do not process insurance claims as quickly as experienced employees. Employees do not learn the process accurately. Ask new employees about their orientation experience and training. Interviews
Sales figures in Midwest are significantly lower than east orWest regions. Salespeople in Midwest make fewer sales than in other regions. Gather revenue-per- employee data in each region for past three quarters. Unobtrusive measures

Table 7.2 Selecting a Data Gathering Approach

Table 7.2: Selecting a Data Gathering Approach.

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Choosing the Right Strategy (1 of 2)

All methods of data gathering have advantages and disadvantages. How to choose?

Investment required: time and money.

Access.

Relevance.

Accuracy.

Flexibility.

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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Choosing the Right Strategy (2 of 2)

“Select a method that fits with the time available, the motivation of the client, and the severity of the problems. Don’t overinvest.” (Peter Block, Flawless Consulting)

Anderson, Organizational Development, Fifth Edition. © SAGE Publications, 2020.

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