PCS-C02 · Module 4 — Analysis · Lesson 4.1 · Study time: 75 minutes · Language: English

Learning objectives

By the end of this lesson you will be able to:

  • Move from a body of evidence about actors and stakeholders in conflict to a defensible judgement, and show the steps between.
  • Express uncertainty in language that a decision-maker can act on.
  • Identify and correct the biases that most often distort analysis in peace, conflict and security studies.
  • Write an analytical product that separates what is known, what is assessed and what is assumed.

Key terms

Judgement
A conclusion that goes beyond the evidence by a stated amount. Analysis that never exceeds the evidence is a summary; analysis that exceeds it without saying so is speculation.
Confidence level
A statement of how much weight the analyst places on a judgement, and why — usually a function of evidence quality, source independence and the stability of the underlying assumptions.
Assumption
A proposition treated as true for the purposes of the analysis without being demonstrated. Legitimate, provided it is labelled and its failure conditions are stated.
Anchoring
The tendency for an initial figure or framing to constrain all subsequent estimates, even when it is known to be arbitrary.
Mirror-imaging
Assuming other actors reason as you would, with your information, values and constraints. A recurrent source of large errors in peace, conflict and security studies.

Lesson

From evidence to judgement

This lesson. Analysis and Judgement belongs to Module 4 — Analysis of PCS-C02 Actors and Stakeholders in Conflict, taught in the School of Peace, Conflict and Security Studies. Work through the written lesson first, then the slide deck below, then the activity. Every element on this page is live HTML text: it can be enlarged, printed, searched, read aloud by assistive technology and machine-translated without loss.

The move from evidence to judgement is where most analytical work is won or lost, and it is the step most often left implicit. A reader given a body of material and a conclusion has no way of checking the inference unless the inference is written down. Good practice is to make the step explicit in one sentence of the form: given these three items of evidence, and assuming this condition holds, the most probable explanation of actors and stakeholders in conflict in this case is X, and it is more probable than Y because of a specific discriminating observation.

Notice that this formulation contains four separable parts: evidence, assumption, judgement and the comparison that makes the judgement preferable. A reader who disagrees can now say precisely where. That is the purpose. Analysis is not an attempt to be unarguably right; it is an attempt to be arguable in a productive way, so that the disagreement can be resolved by evidence rather than by seniority.

Expressing uncertainty

Verbal probability terms are treated by readers as far more precise than analysts intend. Research on this is consistent: words such as ‘likely’, ‘probable’ and ‘a real possibility’ are interpreted across enormous ranges by different readers, and the same reader will interpret them differently depending on the topic. The remedy is to use a fixed, published vocabulary and, where the analysis supports it, to attach numeric ranges. If your organisation has no such scale, state one at the top of your product.

Separate two things that are routinely confused: how likely the judgement is to be correct, and how confident you are in that estimate. A high-probability judgement resting on one unverified source and a moderate-probability judgement resting on several independent well-appraised sources are different products, and a decision-maker needs to know which they are holding. Say both, in that order, and give the reason for the confidence rating in half a sentence.

The biases that matter here

Four biases account for most avoidable error in actors and stakeholders in conflict. Anchoring binds later estimates to an early number. Confirmation bias makes disconfirming evidence feel weaker than it is, and it operates most strongly on people who are expert, because expertise supplies ready reasons to discount. Mirror-imaging assumes the other party shares your information and priorities. Availability makes recent and vivid cases dominate base rates that are more informative.

Awareness alone does not fix any of these; the literature is clear that knowing about a bias barely reduces it. Procedures do. Generate the alternative explanation before looking at the evidence rather than afterwards. Ask a colleague to argue the opposing case with real effort. Record your estimate before you see someone else’s. Apply Conflict transformation, which treats conflict as relational and long-term rather than as an incident to be settled. These are cheap, and their value comes precisely from the fact that they do not depend on your being unbiased in the moment.

Writing the product

An analytical product should let a busy reader stop after the first paragraph and still have the judgement, its confidence level and the main reason for it. Everything after that is support, in descending order of importance. Do not build to a conclusion; the structure of a good analytical brief is the inverse of the structure of a good essay, and students moving between the two forms routinely get this wrong.

Then keep three registers visibly separate throughout: what is known, what is assessed, and what is assumed. Use different sentence forms so the reader can tell them apart without effort — reported facts with sources attached, judgements marked with the probability vocabulary, assumptions flagged as such. A brief that blends the three reads more smoothly and is much more dangerous, because the reader cannot tell which parts would survive if one assumption failed.

Worked example: three sentences that carry a judgement

Consider a analyst asked to assess a developing situation in actors and stakeholders in conflict. A weak product opens: ‘The situation is complex and a number of factors are in play.’ It is true, it is safe, and it tells the reader nothing they did not know. A strong product opens with the judgement, the confidence and the reason, in that order, and does it in about forty words.

The strong version reads roughly: we assess it likely, with moderate confidence, that the pattern observed in actors and stakeholders in conflict will continue over the next two quarters; confidence is moderate because the two supporting reports share a common origin; this assessment would change if the underlying incentive structure were altered. Every element of that is checkable. A reader can act on it, can see exactly how much weight it will bear, and knows what to watch for. That is the whole craft, compressed.

Slide deck

A ten-slide presentation of this lesson, built in HTML so that it prints, translates, enlarges and reads aloud on any device.

Slide 1 of 10

Analysis in Actors and Stakeholders in Conflict

Getting from evidence to a judgement someone can act on.

Module 4 of PCS-C02.

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 2 of 10

The inference must be visible

  • Given this evidence…
  • …and assuming this condition holds…
  • …the most probable explanation is X…
  • …and X beats Y because of this observation

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 3 of 10

Summary is not analysis

Analysis exceeds the evidence by a stated amount.

Exceeding it without saying so is speculation.

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 4 of 10

Say the probability

  • Verbal terms are read far more precisely than they are meant
  • Use a fixed, published scale
  • Attach numeric ranges where the evidence supports it

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 5 of 10

Probability is not confidence

How likely the judgement is to be right, and how much you trust that estimate, are two different statements.

Give both, and give the reason for the second.

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 6 of 10

Four biases

  • Anchoring
  • Confirmation bias
  • Mirror-imaging
  • Availability

Expertise increases confirmation bias by supplying reasons to discount.

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 7 of 10

Procedures, not willpower

  • Generate the alternative before reading the evidence
  • Have someone argue the other side properly
  • Record your estimate before seeing others’
  • Run Conflict transformation

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 8 of 10

Structure of the product

Judgement, confidence, main reason — in the first paragraph.

An analytical brief is the inverse of an essay. Do not build to the conclusion.

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 9 of 10

Three registers, kept separate

  • Known — reported, with sources
  • Assessed — marked with probability language
  • Assumed — flagged, with failure conditions

PCS-C02 · Lesson 4.1KBA13 Academy

Slide 10 of 10

The forty-word test

If the judgement, its confidence and its main reason do not fit in forty words, the analysis is not finished.

PCS-C02 · Lesson 4.1KBA13 Academy

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Activity

Write a forty-word judgement on Actors and Stakeholders in Conflict

Using the evidence you gathered in Module 3, write a single analytical judgement about actors and stakeholders in conflict in no more than forty words, containing the judgement, an explicit confidence level, the reason for that confidence, and the development that would change it. Then write a one-page supporting note that keeps known, assessed and assumed material visibly separate.

Expected output. A forty-word judgement plus a one-page supporting note with the three registers clearly distinguished.

Suggested time. 90 minutes

Check your understanding

Q1. What is the difference between the probability of a judgement and confidence in it?

Probability is how likely the judgement is to be correct. Confidence is how much weight you place on that estimate, given evidence quality, source independence and assumption stability. A high-probability judgement resting on one unverified source is a different product from a moderate one resting on several.

Q2. Why does knowing about a cognitive bias do so little to prevent it?

Because bias operates below deliberate control and expertise tends to supply ready-made reasons for discounting inconvenient evidence. What works is procedural: generating alternatives before reviewing evidence, independent estimates recorded before discussion, and structured challenge.

Q3. Why should an analytical brief lead with its conclusion?

Because the reader may stop after the first paragraph and still has to be able to act. Unlike an essay, a brief is not an argument developed towards a finding; it is a finding followed by descending support.

References and further reading

  • Galtung, J. (1969) ‘Violence, peace, and peace research’, Journal of Peace Research, 6(3), pp. 167–191.
  • Buzan, B., Wæver, O. and de Wilde, J. (1998) Security: A New Framework for Analysis. Boulder: Lynne Rienner.
  • Fisher, R., Ury, W. and Patton, B. (2011) Getting to Yes. 3rd edn. New York: Penguin.
  • Collier, P. and Hoeffler, A. (2004) ‘Greed and grievance in civil war’, Oxford Economic Papers, 56(4), pp. 563–595.
  • Kahneman, D. (2011) Thinking, Fast and Slow. New York: Farrar, Straus and Giroux.
  • Tetlock, P. E. and Gardner, D. (2015) Superforecasting: The Art and Science of Prediction. New York: Crown.
  • Mandel, D. R. and Barnes, A. (2014) ‘Accuracy of forecasts in strategic intelligence’, Proceedings of the National Academy of Sciences, 111(30), pp. 10984–10989.

Use of AI. You may use generative AI to summarise, translate or critique the material in this lesson, provided you verify every factual claim and citation against the sources listed above. Assessed work must carry a use-of-AI statement.