Quadrant Chart template
Excel template for perceptual map, importance-performance analysis, and other quadrant charts
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!
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:
- To choose from a list of alternatives —
such as projects to undertake, countermeasures to implement, methods to deploy...
- To do the comparison quickly
- To communicate and justify a decision to other stakeholders
Sample Quadrant Chart example
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:
- Impact-Effort PICK Matrix — the target "best choice" quadrant is the upper left
- 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.
Not the root cause?
Opportunities to extend your success learning lessons to other projects?
Wrong root cause?
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?
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:
- After a countermeasure has been implemented and tested
- After a project has been completed
- When a project is floundering (or dead)
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.
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:
- When surveying customer perceptions
- To better understand how to delight customers
- To compare the perceptions of different types of customers
- To compare perceptions of internal staff vs. perceptions of external customers
- To listen to the voice of the customer
(to understand them; not argue with them)
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:
- Pretty much the same as when you would use an Importance-Performance Matrix.
A marketing perceptual map simply opens much wider possibilities for measuring unique customer perceptions.
What's in it for them?
Block for person carrying the ball, and get out of their way.
Find someone else
What does this person need to succeed?
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:
- To decide how to manage
different types of people
Other Quadrant Chart Variations
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
Find and open your template
Find and open your Quadrant Chart template (Quadrant.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
(not on the Sample sheet)
Rename your new sheet
- 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 above)
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.
- 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.
- List Alternatives
Perhaps use brainstorming to generate ideas
- Assign ratings
Use the dropdowns to choose from your team's chosen rating scale, or just enter a number.
- Apply chart data labels
Version 13 and higher...
In the Systems2win menu in the Excel Ribbon bar, select 'Apply Chart Labels'
Version 12 and lower...
Click the button to 'Apply Chart Labels'
- 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
This Quadrant Chart template comes with