Overview of Data Analysis Steps

Jan 28, 2025

Data Analysis Process Overview

General Steps in Data Analysis

  • The data analysis process is consistent across different types of analyses.
  • Illustrated using the example of an employee engagement survey.

Step 1: Asking Questions

  • Purpose: Understand the needs of leaders and stakeholders.
  • Key Questions:
    • What problem are we solving?
    • What is the purpose of the analysis?
    • What do we hope to learn?

Step 2: Preparing Data

  • Determine Data Needs: Identify type of data required (quantitative, qualitative, cross-sectional, longitudinal).
  • Data Collection:
    • Determine if new data collection is necessary or if existing data can be used.
    • For surveys, use both quantitative and qualitative questions.

Step 3: Processing Data

  • Data Cleaning: Initial analysis to understand data structure and quality.
    • Run quality assurance checks.
    • Address missing data and outliers.
    • Code data properly.
  • Importance: Critical for appropriate and responsible data analysis.

Step 4: Analyzing Data

  • Objective and unbiased analysis is essential.
  • Follow a pre-planned analysis process based on initial questions.
  • Analysts must allow data to "speak for itself" without preconceived biases.
  • Analysts as "storytellers" conveying data insights objectively.

Step 5: Sharing Insights

  • Share high-level findings with stakeholders (e.g., executive team).
  • Provide a comprehensive view of organizational sentiment.
  • Ensure no surprises when stakeholders examine deeper insights.

Step 6: Taking Action

  • Critical Step: Acting on results is essential.
  • Use insights for interventions at both organizational and team levels.
  • Address areas of improvement and build on strengths.

Importance of Following the Entire Process

  • Skipping steps can result in missed insights.
  • The process is rigorous and lengthy but essential for impactful analysis.

Personal Reflection

  • The speaker expresses a deep passion for data and the insights it provides.