Critical Analysis: 5 tips for an efficient evaluation of results

One of the most important steps in organizational management is the critical performance evaluation. According to the National Quality Foundation, this is the time to make a deep dive into the indicators of a project, product, service, process or information, in order to identify problems and propose solutions.

Failure to perform this step can be costly for the entire organization. To assist in an efficient implementation of a Critical Analysis Policy, we have elaborated 5 key points that must be observed. This article is a partnership with the Director of Business and Projects of the Interact Ribeirão Preto Unit, Rogério Pontes Andrade, administrator specialized in Quality in Health Services and with extensive experience in hospital administration.

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1 – A collective task

Do not dare to analyze the problems or even the favorable situations of the performance obtained by yourself. Form a team for analysis, with professionals who can contribute to the identification of adversities and the search for solutions. In addition, know the history of the topic and the most relevant factors that may have influenced the result and compare it with established goals or standards.

2 – Define a problem

The clarity of the problem to be solved with Critical Analysis is fundamental. If the performance is within the expected, the problem to be analyzed will be the maintenance or improvement of the indexes. When it is not, the way forward will be the search for adjustments and development of the problem.

The Critical Analysis team must be in tune with the definition of the problem. Some of the Quality Tools most used in this stage are brainstorming, Ishikawa diagram and the 5 whys technique.

3 – Evaluate and make decisions

With the analysis of the problem ready, many doubts will arise. What will be your solution? Where to start? What are the causes that need to be tackled first in order to achieve greater effectiveness of actions?

One of the main techniques to guide this step is the application of a prioritization matrix. Among the tools most used by managers, is the SETFI matrix – Prioritization Tool in Quality Management. The objective is to assign a score to each factor listed according to 5 criteria:

Security – danger surrounding the problem

Emergency – urgency to solve the problem

Trend – problem worsening trend

Ease – ease and execution of the solution

Investment – level of investment involved

With the causes prioritized, we arrive at the Action Plan. The famous 5W2H is certainly one of the main tools used in this stage. Decisions can be divided into (1) managerial, (2) corrective or preventive, (3) improvements in processes and / or products, (4) need for fundraising or (5) pending issues for a deeper investigation into the cause root of the problem and need for new information.

Important tips:

Focus on the root of the problem. Avoid the temptation to focus only on the effects of actions.

Do not outsource tasks unattended. If the solution is outside the responsibility of the participants in the analysis, the person responsible for the question must assume the pending issue and articulate the action directly with the third party involved.

Watch out for the linear relationship. All identified causes must find an action for their solution, without necessarily having a one-to-one relationship. There may be an action that resolves several causes, as well as a cause that requires several actions to be resolved.

Always establish the “Why” of the action. Highlight the expected result from that action, as this facilitates the verification of its effectiveness. For example, in a hospital, if the action is “Train the team in the catheter fixation protocol”, the verification of the effectiveness of this action should not be simply the list of training presence, but the reduction of the current infection rate. blood.

4 – Keep track

It’s time for action! Pay attention to the communication of all the parties about the defined tasks. In addition, it is essential to have control of the execution of each stipulated stage. A good tip is to keep track of any movement implemented. In particular, observe compliance with deadlines, planned investments and other activity control items.

5 – Check the results

The process is complete. Check the results obtained, if the implemented actions were effective to solve the central problem. In other words, whether the data collected before and after the Critical Analysis has improved. A good way for this last phase is to monitor actions with performance indicators, incident records, customer complaints, non-conformities, new audit reports and other variables.

If the problem persists, there is a high possibility that the solution presented was a failure. In this case, inevitably, a new Critical Analysis must be initiated. That is why the importance of the first three key points listed in this article.


Followed with discipline, the Critical Analysis task is an extremely important part in promoting the continuous improvement of any organization. Encourage your team to participate in these important moments of growth and learning. It is a very effective way of getting everyone’s commitment to results. That is, to experience participatory management.

Interact offers high performance software that automates most of the processes mentioned in this article. This solution offers a strategic look linked to the best of corporate technology, ideal for carrying out a good Critical Analysis and, consequently, improving the management and performance of your company.

In addition to the critical and managerial analyzes, our system features the management of strategic planning, control by performance indicators, compatibility with Balanced Scorecard and GPD, among other benefits.

Click here and learn more about our solutions

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