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eStudy 130 - Using Word and Excel to Analyze Qualitative Data


Extracting meaningful findings from qualitative data requires an evaluator to have the right tools to able to organize, code and immerse themselves in the data. This can be difficult when dealing with large amounts of data or when there is a lack of access, comfort level or desire in using coding software. However, rigorous and transparent qualitative analysis can be done using tools that many people are already familiar with - Microsoft Word and Excel. In this interactive workshop, Seth will provide participants with the steps and definitions they need to conduct rigorous qualitative analysis, and demonstrate how to use Microsoft Word and Excel to define, organize and analyze qualitative data in a way that is practical, efficient, rigorous and fun. Participants will leave this session with greater understanding of qualitative analysis and another tool in their qualitative data analysis toolbox without the need to buy or learn analysis software.

Learning Outcomes:

By the end of this course, participants will have a greater understanding of

  • Different types of qualitative coding techniques, vocabulary and concepts
  • Extracting findings and presenting qualitative data
  • The necessary steps to collect data and conduct qualitative analysis
  • How to code and analyze qualitative data in Word and Excel

Session I Agenda
  • Introductions: 5-10 minutes
  • Defining qualitative data: 10 minutes
  • The plan and process for collecting and analyzing qualitative data: 5 minutes
  • Three Ground rules for qualitative analysis: 25-30 minutes
  • Tease the Word and Excel Demonstration that will happen on Day 2
  • Extracting findings from qualitative data: 15-20 minutes
  • Questions: 5-10 minutes
  • Assigning homework: 5 minutes
  • Homework: Read through assigned qualitative analysis case study

Session II Agenda

  • Welcome back: 5 minutes
  • Breakout groups: 15 minutes
  • Full group share of answers from breakout groups: 10 minutes
  • Interactive Demonstration of organizing qualitative data in Word to analyze qualitative data: 20 minutes
  • Interactive Demonstration of organizing coded data in Excel to analyze qualitative data: 15 minutes
  • Interactive Demonstration of extracting and presenting findings from coded data in Excel to analyze qualitative data: 10 minutes
  • Questions: 10 minutes
  • Good bye and Resource Share: 5 minutes

This workshop is aligned to AEA’s Competencies and Guiding Principles as follows:

  • A3. Communicate methods and approaches accurately, and in sufficient detail, to allow others to understand, interpret, and critique the work.
  • Method allows for transparent and simple way for different stakeholders to understand how the analysis was done
  • B1. Ensure that the evaluation team possesses the education, abilities, skills, and experiences required to complete the evaluation competently.
  • Provides qualitative method that ensures teams of varying skills, abilities and access to software can conduct efficient qualitative analysis
  • B4. Continually undertake relevant education, training or supervised practice to learn new concepts, techniques, skills, and services necessary for competent evaluation practice. Ongoing professional development might include: formal coursework and workshops, self-study, self-or externally-commissioned evaluations of one's own practice, and working with other evaluators to learn and refine evaluative skills expertise.
  • Workshop provides access to new techniques and skills in qualitative analysis
  • C5. Accurately and transparently represent evaluation procedures, data, and findings.
  • Method allows for a transparent and accurate presentation of the qualitative analysis
  • E4. Promote transparency and active sharing of data and findings with the goal of equitable access to information in forms that respect people and honor promises of confidentiality.
  • Transparent and easily accessible form of analysis

Seth Tucker, Evaluation Analyst, TCC Group
Seth Tucker currently works as an Evaluation Analyst with social impact consulting firm TCC Group where he uses qualitative and quantitative methods that incorporate machine learning, social network analysis, and natural language processing. He has worked in 5 different countries as an educator and evaluator on projects related to Fair Trade, Music & Arts, Social Return on Investment, Property Formalization, Adult Education, and Sustainable Agriculture, among others.

Facilitation Experience:

Seth has spent the better part of a decade facilitating workshops and teaching adult and youth learners. In 2023 Seth held a webinar through American University about using excel and word to analyze qualitative data to over 600 participants from 45 countries.


September 21, 2023 12:00 - 1:30 PM ET
September 28, 2023 12:00 - 1:30 PM ET


Once you purchase the eStudy you must register for each session. Recordings will be made available to registrants unable to attend sessions live. Recordings will be made available to all registrants for 90 days.