Phase 3: Analyze – Investigate Data to Find the Root Cause
How does the Analyze Phase benefit you?
The Analyze Phase helps you make sense of the data you’ve collected. By examining it for patterns and exploring what’s influencing current outcomes, you can uncover meaningful insights and spot opportunities for improvement. This phase helps you focus your efforts on where they’ll make the biggest difference and ensure that any process changes are based on facts, not anecdotes or guesswork.
Steps for success in the Analyze Phase
- Spot the patterns. Use tools that help you explore your data clearly whether through visuals, summaries, or other formats that work best for your team.
- Tap into team wisdom. Involve the people who know the process best to gain deeper insights into root cause and potential opportunities for improvement.
- Stick to the facts. Let the data guide your thinking and decisions.
- Focus your energy. Prioritize areas with the greatest potential for positive impact.
Helpful PI Resources for the Analyze Phase
California Department of Technology (CDT) provides OD-related reference materials and tools that can be customized to meet your specific needs. Their services encompass a broad range of topics, including Business Process Reengineering (BPR), Organizational Change Management (OCM), Technology Consulting, and Project Management. For more in-depth guidance, including one-on-one consulting, reach out directly to CDT by filling out their Contact Form.
- BPR Improvement Plan Template – This document is used to capture incremental improvement opportunities identified after solution implementation. Elements captured include opportunity description, priority level, timeframe, and resources assigned.
Join our distribution list and Teams channel.
Contact Us
Contact CalHR’s Statewide Organizational Development Unit with any questions or feedback.


