Critical analysis and evaluation - participant copy

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Critical analysis and evaluation

School Senior Leader Level 7 Apprenticeship

Welcome & Introductions

(PowerPoint will be shared & a Podcast will be available for each session)

AIM & OBJECTIVES

Aim

To strengthen your ability to use critical analysis and evaluation to inform strategic judgement, rather than treating analysis as an end in itself, when developing and justifying a strategic business proposal.

Objectives

•Apply critical analysis to a strategic issue by interrogating evidence, assumptions and context, rather than relying on description or accepted viewpoints (K5, S3, B3)

•Evaluate strategic options by weighing evidence, trade-offs and organisational impact, recognising that senior leadership decisions rarely involve a single ā€˜correct’ answer (K7, K8, S11)

•Distinguish between analysis that informs strategic judgement and analysis that delays or obscures decision-making (K5, S3)

•Justify strategic judgements in a way that would withstand senior leader or board-level scrutiny, even where evidence is partial or contested (K12, K14, S20)

Critical analysis at level 7 Analysis Evaluation Judgement

Critical analysis at level 7 Analysis

Examining evidence, assumptions and context

Asking ā€œWhat is going on here?ā€

Critical analysis at level 7 Evaluation

Weighing options, trade-offs and implications

Asking ā€œSo what does this mean?ā€

Critical analysis at level 7 Judgement

Making and justifying a defensible choice

Asking ā€œWhat should we do and why?ā€

Strategic leadership requires all three — but judgement is where accountability

sits.

When analysis helps – and when it hinders…

Analysis supports judgement when it: …surfaces assumptions

…clarifies trade-offs

…highlights the consequences

When analysis helps – and when it hinders…

Analysis hinders judgement when it:

…replaces decision-making

…creates false certainity

…delays action unnecessarily

Breakout room 1

• Introduce yourself to the group

• Discuss the following prompts and prepare to give feedback

Breakout room 1: Interrogating evidence & assumptions

In your group, you will be given a short strategic scenario.

Your task is to:

• Identify the evidence typically used to justify action (e.g. data, reports, feedback, benchmarks etc)

• Surface the assumptions embedded within that evidence (what is being taken for granted, simplified or left unchallenged)

• Identify what the evidence does not tell you (gaps, uncertainties, missing perspectives)

You are not being asked to solve the issue or recommend an option yet

Breakout room progression…

Breakout room 1: Interrogating evidence & assumptions

Your task is to:

• Identify the evidence typically used to justify action (e.g. data, reports, feedback, benchmarks etc)

Suggested timings:

• Surface the assumptions embedded within that evidence (what is being taken for granted/simplified/left unchallenged)

• Identify what the evidence does not tell you (gaps, uncertainties, missing perspectives)

5 minutes: reading/reflecting

7 minutes: interrogate assumptions

7 minutes: identify gaps & uncertainties

You are not being asked to solve the issue or recommend an option at this stage

Breakout 1: reflection…

Before you can evaluate options or recommend action…

…you need to know where certainty ends.

Analysis does not remove uncertainty – it helps you understand where it lies.

Breakout room progression…

Breakout room 2: Preparing

a strategic justification

Your task is to prepare a short strategic presentation that:

1. States your recommended option clearly.

2. Explains the key reasoning behind your judgement.

3. Acknowledges a major risk or trade-off.

4. Explains why this remains the preferred option despite that risk. You are not defending ā€˜perfection’. You are demonstrating judgement under constraint.

What this session has been about…

Analysis helps you see more clearly

Evaluation

helps you weigh options and trade-offs

Judgement is where leadership accountability sits

What this session has developed…

•Confidence in challenging evidence rather that accepting it at face value

•Greater awareness of how uncertainty and trade-offs shape strategic decisions

•Increased capability to justify strategic judgements under scrutiny

Connecting this to your strategic business proposal…

•Strong proposals do not eliminate disagreement

•They demonstrate informed, reasoned and defensible judgement

•Evidence supports decisions… …

it does not replace them

Reflection…

• Where does your current proposal idea rely most heavily on evidence and where will judgement be required regardless of that evidence?

• Which trade-offs or uncertainties are you most tempted to avoid and what would it mean to address them directly?

• How confident are you in explaining and defending your strategic judgement to a sceptical senior audience?

AIM & OBJECTIVES

Aim

To strengthen your ability to use critical analysis and evaluation to inform strategic judgement, rather than treating analysis as an end in itself, when developing and justifying a strategic business proposal.

Objectives

•Apply critical analysis to a strategic issue by interrogating evidence, assumptions and context, rather than relying on description or accepted viewpoints (K5, S3, B3)

•Evaluate strategic options by weighing evidence, trade-offs and organisational impact, recognising that senior leadership decisions rarely involve a single ā€˜correct’ answer (K7, K8, S11)

•Distinguish between analysis that informs strategic judgement and analysis that delays or obscures decision-making (K5, S3)

•Justify strategic judgements in a way that would withstand senior leader or board-level scrutiny, even where evidence is partial or contested (K12, K14, S20)

What lies ahead?

How values, ethics and organisational context shape strategic judgement

Why technically ā€˜sound’ decisions can still fail ethically or culturally

The role of senior leaders in holding and navigating moral complexity

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