Mapping Qualitative to Quantitative
Quick start
Collect or infer:
- •Qualitative findings (themes, patterns, quotes from research)
- •Business context (what decisions need data support)
- •Available measurement channels (analytics, surveys, support tickets)
- •Confidence threshold needed (directional vs. statistically significant)
Then produce output using TEMPLATES.md. Validate with RUBRIC.md.
Workflow
- •Review qualitative themes and extract observable behaviors or attitudes
- •For each theme, identify what "more" or "less" would look like
- •Map each theme to measurable constructs (behavior, perception, outcome)
- •Select measurement method appropriate to construct type
- •Define specific metrics with collection approach
- •Document assumptions and validation requirements
- •Run the rubric check. Revise until it passes.
Degrees of freedom
- •Low: Metric must trace back to qualitative finding
- •Medium: Choice of measurement method for each construct
- •High: Threshold definitions and sample size decisions
State awareness
- •If qualitative finding is behavioral: prioritize analytics/observation metrics
- •If qualitative finding is attitudinal: prioritize survey/rating metrics
- •If qualitative finding is contextual: prioritize segmentation dimensions
- •If validation urgency is high: start with existing data before new collection
Failure modes to avoid
- •Creating metrics that don't actually measure the qualitative insight
- •Losing nuance by oversimplifying complex themes
- •Assuming correlation means the metric captures the insight
- •Defining unmeasurable or impractical metrics
- •Skipping the "what would change our decision" question
References
- •Templates: TEMPLATES.md
- •Rubric: RUBRIC.md
- •Examples: EXAMPLES.md
- •Mapping techniques: reference/mapping-techniques.md