Kaizen Continuous Improvement tools for lean management

 

Quadrant Chart template

Excel template for perceptual map, importance-performance analysis, and other quadrant charts

Quadrant Chart

What is a Quadrant Chart?

Also known as a multi dimensional chart, or a two-dimensional chart

The many types of quadrant charts are all designed to help you
visually understand relationships between two factors affecting an issue.


Bookmark = variations

Types of Quadrant Charts

One of the most versatile tools in your toolkit — there are many variations of the two-dimensional chart.

Here are a few of the more popular ones — and once you get the idea, you will undoubtedly
create a few unique variations of your own!

Effective-Achievable Chart

Y Axis = Effectiveness of each Alternative
X Axis = Achievable

Every Alternative is somewhat effective and achievable, or it wouldn't be on your list.
Ratings should compare the relative merits of each Alternative.

When to use:

Quadrant Chart Excel template
Sample Quadrant Chart example

Decision PICK Matrix

The Decision PICK Impact-Effort Matrix,
has even more robust features and specific training for Effective-Achievable analysis,
and now has a new feature that allows you to easily click a button to switch between:

  1. Impact-Effort PICK Matrix — the target "best choice" quadrant is the upper left
  2. Effective-Achievable Matrix — the target "best choice" quadrant is the upper right

And the To Do List template also has a special feature for color-coded Effective Achievable Analysis
for a (very) long list of potential alternatives that wouldn't all fit on a too-cluttered chart.


Plan-Results Chart

Plan
implemented

Bad Plan

Not the root cause?
Or not the right approach?

Congratulations

Opportunities to extend your success learning lessons to other projects?

Plan
not
implemented

Likes

Wrong root cause?
Try same plan again?
Different plan?

You Got Lucky

Analyze measures of process (not just end results), to understand how you got lucky.

  Results not reached Results reached

Y Axis = Plan

Did we implement our assignments as planned?

X Axis = Results

Did we reach the milestones and harvest the results we expected?

Rating Scale

The scale for Plan might range from "accomplished nothing" to "completed everything perfectly as planned"
and for Results might range from "actually hurt our cause" to "exceeded expectations"

When to use:


Importance-Performance Analysis

Y Axis = Importance of each Alternative
X Axis = Performance

The Importance-Performance Matrix analyzes customers' perceptions
about the importance and performance of deliverable products or services.

Rating Scale

The scale for Importance might range from "not important" to "critical",
and the scale for Performance might range from "consistently unacceptable" to "greatly exceeds expectations"

When to use:


Perceptual Map

The Y Axis, X Axis, and Rating Scale can be just about anything that your customers care about

Any axis scale might measure increments from Boring to Fashionable, Conservative to Sporty, Affordable to Distinctive...
ANY scale of ANY perceptions that your customers might have about your offerings.

Tip: With such diverse & unusual scales, it is especially important to edit the text boxes to your chart
so that each end of each axis has its own label.

For example, rather than a single scale of "Social Interactiveness",
you might want one end of the scale to be "Social Appeal" and the other end of the scale to be "Individuality",
thereby further clarifying a nuanced scale that appeals to different types of customers at both ends of the scale.

When to use a marketing perceptual map:


Competence-Motivation Chart

Competent

Motivate

What's in it for them?

Delegate

Block for person carrying the ball, and get out of their way.

Not Competent

Fire

Find someone else

Train

What does this person need to succeed?

  Not motivated Motivated

Y Axis = Competence

Does this employee have the knowledge and skills to do this job?

X Axis = Motivation

Is this person motivated
to perform these responsibilities?

When to use:


Other Quadrant Chart Variations

Impact-Control Chart

How much control does your team have over the success of each alternative?

 

There are dozens or hundreds of different types of two-dimensional charts. Get creative, and make your own —
to visually communicate the relationship between ANY two factors affecting any decision.

 

 
 

Bookmark = how

How to use your

Quadrant Chart Excel template

Before getting started, define your Rating Scale.

Now your team is ready to get started...

  1. Define the decision that needs to be made

    Perhaps overwrite the big title at the top of the page —
    replacing the words "Quadrant Chart" with the name of the type of the chart you are creating.
    (For example Effective-Achievable Chart, Importance-Performance, Perceptual Map... See Variations below)

    The Title should be short — because whatever you type there will also appear as the Title in the chart.

    The Subtitle can be a longer description of the problem to be solved.

    Ensure that everyone understands and agrees upon what is to be decided.
    Define Operational Definitions if needed.

  2. Define your Rating Scale

    On the DV sheet, define what each rating means — in the 0–10 Rating Scale that appears in the dropdown lists.

    For example, the same score of "7" on the Y Axis for "Effectiveness" might be defined to mean "good but not great results",
    and the same score of "7" for the X Axis for "Achievable" might be defined to mean "can be implemented with reasonable resources, but some difficulty"

    If you change the rating scale to anything other than 0 to 10,
    then you must also manually change the rating scale in the chart.

    Edit Y Axis and X Axis Labels. The labels you type in the header will also appear in the chart.
    Examples: Effective-Achievable. Importance-Performance. Plan-Results...

    Optionally edit the 4 axis label text boxes —
    to optionally replace the words "Low" and "High" with clearer descriptions of the opposite ends of your scales.
    (Examples: "Extremely poor" to "Outstanding". "Bright white" to "Dark black". "Despondent" to "Elated".
    Any descriptions that make sense for the things YOU are measuring.)

    You may also need to manually move these text boxes around to align them correctly —
    if your chart or anything within it gets resized or moved.

  3. List Alternatives

    Perhaps use brainstorming to generate ideas

  4. Assign ratings

    Use the dropdowns to choose from your team's chosen rating scale, or just enter a number.

  5. Apply chart data labels

    Click the button to Apply Chart Labels

  6. Make decisions

    The quadrant chart makes it easy to visually see where each alternative falls in the quadrants
    but your team may want to also consider additional factors before arriving at your final decisions. .


Bookmark = Reading

Suggested Reading and Resources

See suggested reading for Six Sigma tools and Decision Making tools


This Quadrant Chart template comes bundled with
many other Kaizen tools for Continuous Improvement

 

 

and you can empower every team member
with an enterprise license

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Overwhelmed

Process Improvement Tools
Should we make or buy?
Make or buy?

 

 

Get all the Quadrant charts when you own
the Kaizen bundle...
...or own all 4 bundles

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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