Problem diagnosis tools and strategic planning frameworks
5CO02 – Evidence-based practice
This CIPD Level 5 learning video for unit 5CO02 – Evidence-based practice explores problem diagnosis tools and strategic planning frameworks, directly addressing assessment criteria AC 1.2. You'll discover how to evaluate a comprehensive range of analysis tools—including Porter's five forces, force field analysis, Ansoff matrix, fishbone analysis, and the McKinsey 7S framework—alongside practical analysis methods such as interviews, observations, and job analysis questionnaires. The video demonstrates how these diagnostic approaches can be applied strategically to identify organisational issues, challenges, and opportunities within people practice. By watching, you'll gain the expertise needed to select and implement appropriate evidence-based tools for effective organisational problem-solving and strategic planning.
What this video covers
Diagnosed organisational problems rarely yield to guesswork or instinct, and this video focuses on the structured tools that force a more rigorous approach. Covering fishbone analysis (also known as cause-and-effect or Ishikawa analysis), force field analysis, critical incident analysis, the Balanced Scorecard, and the Target Operating Model, the video maps directly onto AC 1.2 of 5CO02, which asks students to evaluate how analysis tools can be applied to diagnose organisational issues, challenges and opportunities. Each tool is examined in terms of what it is designed to uncover and the types of people practice situations in which it is most productively applied.
The problem diagnosis section of the video draws on Kurt Lewin's force field analysis alongside fishbone and critical incident techniques, considering how each one approaches the question of causation differently. Lewin's framework is examined in relation to driving and restraining forces, while fishbone analysis is considered through the lens of categories such as leadership, communication, systems, training, resources and culture. Critical incident analysis is treated not as an abstract method but in connection with concrete people practice scenarios including recruitment, misconduct and employee retention. The video also touches on the collaborative dimension of these tools and how group involvement affects the quality of diagnosis.
The strategic planning portion of the video covers Kaplan and Norton's Balanced Scorecard, examining its four performance perspectives and the causal logic that connects the Learning and Growth perspective to financial outcomes — a link directly relevant to articulating the business value of HR activity. The Target Operating Model is also addressed, with attention to how it encompasses structure, processes, technology, governance and capabilities, and why people practitioners are centrally involved in its development, particularly in relation to organisation design and capability planning. Together, the two sections of the video give 5CO02 students a comparative view of tools suited to diagnosing current-state problems and tools suited to planning future-state transformation.
Assessment Criteria 1.2
Evaluate a range of analysis tools and methods including how they can be applied to diagnose organisational issues, challenges and opportunities.
Indicative Content
Range of analysis tools used in people practice: for example environmental analysis tools, strategic review, future state analysis, Porter’s five forces, force field analysis, Ansoff matrix, fishbone analysis, critical incident analysis, cause and effect, target operating model, balanced scorecard, McKinsey 7S; uses and applications within different areas of people practice. Range of analysis methods: for example interviews, observations, job analysis questionnaires, work sampling, examination of organisation metrics, comparison with sector metrics.
What You'll Learn
Video covering: Problem diagnosis tools and strategic planning frameworks
About 5CO02 – Evidence-based practice
This unit addresses the significance of capturing robust quantitative and qualitative evidence to inform meaningful insight and influence critical thinking. It focuses on analysing evidence through an ethical lens to improve decision-making and how measuring the impact of people practice is essential in creating value.
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