05 · Methods

Living strategic methods

WHAT TO CHECK

A method selected for its function, linked to an application tool and a distinct use case.

  1. 01Start with the decision, not a familiar matrix.
  2. 02Check the data, units and assumptions required.
  3. 03Challenge the result with a competing method or scenario.

Choose by decision function

A method is useful only if it changes a defined choice. Frame the owner, horizon, alternatives and expected output before selecting a framework.

  • Decision to support
  • Required evidence
  • Expected output

Expose the operating convention

Document definitions, calculation rules, weights, missing values and uncertainty. A neat score without a convention is not reproducible evidence.

  • Units and perimeter
  • Weights and assumptions
  • Sensitivity

Plan the review

State which new fact, threshold or contradiction would make the result obsolete. Keep the final human decision separate from the analytical aid.

  • Review trigger
  • Owner
  • Date

VALIDATION DOSSIER

State the decision contract

Use the question “Which method should be used now, for which decision and with which limits?” as a contract: name the owner, deadline, scope and alternatives before collecting more material. Compare methods by their decision function rather than their name; make inputs, assumptions and review conditions visible. Record what is deliberately outside scope, who can challenge the framing and what consequence follows from postponement. This prevents an attractive framework, actor list or market story from silently replacing the decision that the analysis is meant to support.

  • Owner and deadline
  • Comparable alternatives
  • Explicit boundary
  • Cost of delay

VALIDATION DOSSIER

Build an inspectable evidence register

For every material statement, retain the original source, publication date, observation period, method, unit and relevant population. Distinguish observed facts, calculated estimates, interview judgements and assumptions. Connect the register to the promised output: A method selected for its function, linked to an application tool and a distinct use case. Missing or contradictory evidence remains visible with a responsible owner and a collection action; it is never converted into certainty merely to complete the page.

  • Primary source
  • Method and unit
  • Confidence
  • Evidence gap

VALIDATION DOSSIER

Apply one operating convention

Define the rules before applying the analysis: inclusion criteria, identifiers, comparison set, calculation or coding convention, treatment of missing values and version date. Reproduce the same convention across every option or actor. Use the page checks as acceptance tests, beginning with “Start with the decision, not a familiar matrix.” A conclusion is usable only when another practitioner can reconstruct how the inputs became the displayed result and identify where judgement entered.

  • Stable definitions
  • Common comparison
  • Versioned inputs
  • Reproducible transformation

VALIDATION DOSSIER

Test uncertainty and rival interpretations

Challenge the preferred interpretation with at least one plausible alternative, contradictory observation and sensitivity test. Separate association from prediction and never infer intent, power or causality from a position, score or visual proximity alone. The standing limit remains: A method structures reasoning; it does not produce a recommendation on its own. State which uncertainty is most likely to reverse the conclusion and what additional observation would discriminate between the competing explanations.

  • Alternative explanation
  • Counterevidence
  • Sensitivity
  • Decision-changing uncertainty

VALIDATION DOSSIER

Record the action and reopening rule

Turn the analysis into a dated decision record rather than a static page. Preserve the selected option, rejected alternatives, objections, accepted risks and first reversible action. Name the signal, numerical or qualitative threshold, review owner and review date that will confirm, adapt, pause or reopen the decision. Link every later update to its author and reason so that the history remains understandable when evidence or market conditions change.

  • Decision trace
  • First reversible step
  • Review threshold
  • Named owner

LIMIT

A method structures reasoning; it does not produce a recommendation on its own.