Evaluation for businesses
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Most companies measure results. Fewer stop to evaluate how the work actually gets done. We bring the methods of professional evaluation to a business, using mixed methods: interviews, observation, surveys, document and data review, with qualitative and quantitative analysis read together. The numbers show where the problem is. The people doing the work tell us why. Then we report plainly on what is working, what is not, and what to change first.
What is a business evaluation?
A business evaluation applies the methods of professional program evaluation to a company. Plotline Evaluation evaluates operations, financial performance, and processes and procedures, using interviews, observation, surveys and document and data review, with qualitative and quantitative analysis read together. You receive plain findings with the evidence behind them, recommendations in priority order, and a presentation to your leadership team.
What we evaluate
Operations
How the work flows from order to delivery, where it waits, where it is redone, and what that costs you.
Financial performance
What the numbers say about each line of business, product or location, and whether the story people tell matches the data.
Processes and procedures
Whether the written procedure is the one people follow, where the two differ, and which of them is right.
Something else?
A training program, a pilot, a new service, customer or staff experience. If it can be observed, counted or asked about, it can be evaluated.
How a business evaluation runs
- We agree the question and write a short evaluation plan: what we will look at, how, and by when.
- We collect the evidence: interviews and focus groups with staff and customers, observation of the work, surveys, and a review of documents, systems and numbers.
- We analyze it, qualitative and quantitative together, with the data management that makes the numbers trustworthy, and test the findings with the people closest to the work.
- We deliver final reporting in multiple formats, whichever you will actually use: full report, executive summary, slide deck, one-page brief or dashboard. Then we walk your leadership through it.
What you receive
- Findings stated plainly, with the evidence behind each one
- Recommendations in priority order, with the expected effort and payoff
- Expert data visualization of the numbers that matter
- A presentation to your leadership team, and the underlying data, cleaned and documented
See a sample business evaluation finding. Every business evaluation is quoted in writing before work begins. The quote depends on the scope, the length of the project and any travel.
Questions people ask
What does a business evaluation look at?
Operations, financial performance, and processes and procedures: how the work flows from order to delivery, what the numbers say about each line of business, product or location, and whether the written procedure is the one people follow.
What do we receive at the end?
Findings stated plainly with the evidence behind each one, recommendations in priority order with the expected effort and payoff, data visualization of the numbers that matter, a presentation to your leadership team, and the underlying data, cleaned and documented.
How is a business evaluation priced?
Quoted in writing before work begins. The quote depends on the scope, the length of the project and any travel.
Tell us the question
A few lines about the business and what you want to know are enough to start. You will hear back within one business day.
Every inquiry is confidential. We never sell or share your information. Privacy policy.