ATLASResearch
methods
Qualitative + Mixed methods/ Research design

Process tracing

Test mechanisms with diagnostic evidence

Process tracing investigates hypothesised causal processes within a case using evidence evaluated for its diagnostic value. It connects sequences to explicit mechanisms and rival explanations. Hoop tests and smoking-gun tests have different implications when evidence is found or absent. Process tracing informs both case design and analysis, so it is not merely a chronology-writing technique.

WHEN IT FITS

Use when the question concerns how a particular outcome came about and records, interviews or observations can reveal intermediate steps and distinguish competing mechanisms.

Strengths

  • Can examine causal processes invisible in aggregate comparisons
  • Makes the relevance of particular observations explicit

Limitations

  • Decisive process evidence may be missing or inaccessible
  • Retrospective accounts and selective records can mislead

Know the boundary

Temporal sequence alone does not establish causation or rule out a common cause.

USED ACROSS
Banking & financeBusiness & MBAPsychologyComputer scienceEducation