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Identity
When does the stakeholder ID get assigned?
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Broken
Match by name plus email after the fact. Half the records break on a typo, a name change, or a partner-supplied alias. Reconciliation eats analyst time every quarter.
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Working
Assign a unique ID at the very first contact. Every form, pulse, and upload attaches to that ID for as long as the stakeholder is in the program.
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Decides whether longitudinal comparison is queryable any day or approximated once a quarter.
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Cadence
How often do stakeholders give feedback?
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Broken
An annual 40-question survey that everyone forgets between cycles. The same person fills it in three times in three years and shows up as three unrelated submissions.
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Working
Short embedded pulses on a weekly or monthly rhythm, plus longer scheduled instruments at intake, exit, and follow-up. Every response attaches to the same record.
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Decides whether the data informs this cycle's decisions or last cycle's report.
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Format
Ratings, narratives, or both?
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Broken
Ratings only, because they fit on a chart. The why behind every number is missing. Or narratives only, with no way to compare across stakeholders or cohorts.
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Working
Every instrument pairs a closed-ended rating with at least one open-ended prompt. Both sides answer against the same stakeholder record so the rating and the explanation stay tied.
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Decides whether reports describe a number or explain the number.
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Analysis timing
When does open-text get themed?
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Broken
Open-ended responses sit in a column for weeks. An analyst hand-codes a sample at the end of the cycle. The themes that surface arrive after decisions have been made.
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Working
AI-native qualitative analysis themes responses as they arrive. A live dashboard shows sentiment shifts and emergent themes the day they appear in the data.
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Decides whether qualitative depth is used or filed.
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Disaggregation
When are segments structured?
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Broken
Cohort, partner, and demographic views are retrofitted in pivot tables every cycle. Some segments drop because the field was missing on early forms. Comparisons go approximate.
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Working
Segment fields exist in the collection form from day one. Every disaggregated view is queryable instantly because the data was structured at the point of capture.
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Decides whether you can find the pattern hiding inside one cohort or one partner site.
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Loop closing
Does the org return signal to stakeholders?
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Broken
Findings are filed in a quarterly report no stakeholder reads. Participation rates drift down each cycle because giving feedback feels like one-way extraction.
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Working
Closed-loop messages route back to the same stakeholder IDs that drove a decision. The message names the change and credits the input. Participation rates hold or rise.
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Decides whether stakeholder feedback is a recurring asset or a depleting one.
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