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Excel template for perceptual map, importance-performance analysis, and other quadrant charts
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
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!
Vertical Y Axis = Effectiveness of each Alternative
Horizontal 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
such as projects to undertake, countermeasures to implement, methods to deploy...
Sample Quadrant Chart Example
Your Decision PICK Impact-Effort Matrix (DecisionPICK.xlsx)
has even more robust features and specific training for Effective-Achievable analysis, and allows you to easily click a button to switch between:
the target "best choice" quadrant is the upper left
the target "best choice" quadrant is the upper right
Vertical Y Axis = Plan
Did we implement our assignments as planned?
Horizontal 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"
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|
When to use
Vertical Y Axis = Importance of each Alternative
Horizontal 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
(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
A marketing perceptual map simply opens much wider possibilities for measuring unique customer perceptions.
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
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?
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.
How to use your
Find and open your template
Find and open your Quadrant Chart template
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
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 > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet.
If English is not your preferred language
Switch to your language, just like every Systems2win Excel template.
Now you are ready to start using your
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 optional Subtitle can be a longer description of the problem to be solved.
Ensure that everyone understands and agrees upon what is to be decided.
Use your Operational Definitions template if needed.
Edit Titles for your X and Y data
The X and & Axis Titles that you type in the header will also appear:
Examples of X and Y Titles:
Effective-Achievable. Importance-Performance. Plan-Results...
See Variations in the training section above
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"
The default rating scale is from 0 to 10.
To use any scale to other than 0-10, you would need to manually change the Max and Major Grid values for both chart axes.
(It's usually smarter and easier to use decimal places, rather than changing the scale.)
Optionally edit the 4 axis label text boxes on the chart 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.
Enter data in the Chart Labels column
Your Chart Labels are often your Alternatives - that you are choosing between.
Tip: Any Excel chart has a maximum of 255 charted items.
To keep your Chart Labels short...
you might use the optional column for Notes.
Tip: The Notes column can be either in or out of your Print Area.
For each row, enter a number for the X and Y values.
To enter X and Y values for each row, you can either use the dropdown list, or simply enter a number.
Apply chart chart labels
In the Systems2win menu in the Excel Ribbon bar, select 'Apply Chart Labels'
Optionally format your chart
Select your chart, and then in the chart-related tabs that appear in the Excel Ribbon bar, you can use everything that you know (or learn) about familiar Microsoft Excel to format your chart anyway you like it.
How to notice duplicate X and Y values
If any row has the same X and Y values as another row,
then then there will be only 1 dot on the chart
for both (duplicated) items.
The columns just to the left of the Print Area will highlight duplicates.
How to handle overlapping chart labels
Option 1) Use shorter Chart Labels
Perhaps using the optional Notes column for longer descriptions.
Option 2) Change the value of X and/or Y
enough so that the chart labels no longer overlap
Option 3) Make the chart bigger
Increase the width of the column that contains the chart,
and/or drag the bottom edge of the chart to make it taller.
If you change chart size, then you might also need to:
Change Print Settings, perhaps to print on multiple pages, or to print on plotter paper.
Drag any text boxes that you added to your chart for additional clarification of axis values.
Option 4) Temporarily move a chart label
When you click any chart label, all chart labels will become highlighted.
Then you can click and drag the one that you want to move.
Just know that chart labels will be recreated each time that you click the button to 'Apply Chart Labels'.
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.
There is a hidden column (just left of the chart) that you can unhide to use for any user-defined purpose.
And you can copy that column to add unlimited user-defined columns if desired.
Suggested Reading and Resources
Another process improvement tool that is similar to a Quadrant Chart is a Scatter Plot X-Y Graph
This Quadrant Chart template
comes with many other useful Process Improvement Tools
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