I invite you to join as a member of the PEX Network Group http://tinyurl.com/3hwakem, you will have access to Key Leaders Globally, Events, Webinars, Presentations, Articles, Case Studies, Blog Discussions, White Papers, and Tools and Templates. To access this free content please take 2 minutes for a 1 time FREE registration at http://tiny.cc/tpkd0 Process Excellence Network: A division of IQPC, (formerly known as Six Sigma IQ) provides access to a treasure chest of relevant content for Process Excellence practitioners. Providing critical knowledge on the development of Process Excellence including Business Process Management (BPM), Lean, Change Management, Operational Excellence, Six Sigma, Risk Management, Customer Experience and more, we provide the forum where key industry experts and organizations share their experience, knowledge and tools, and your practitioner peers connect with one another all over the world, both face-to-face and online. The Process Excellence Network is enhanced by an active online community of your professional peers, as well and face-to-face Summits and events that take place across the globe. Collectively we help you discover what the best are doing to get measurable results through Process Excellence and to seek actionable solutions to specific process problems through worldwide mass collaboration. None of us has the time for continuous trial and error learning. We must learn more and more from the experiences of others. Learning is nothing more than thinking with other people's ideas. We bring you the best ideas in a variety of media forms from outstanding academics and practicing professionals. In short, Process Excellence Network, (often known as PEX Network) enables you to advance your own process excellence journey by increasing your idea sources, widening your contacts and friendships and participating in ongoing formal and informal learning opportunities. In Summary: Process Excellence Network is uniquely positioned to provide a comprehensive library of both online and face-to-face content, including first-rate columns, articles, webinars, podcasts, video presentations, and of course globally renown industry events. Through every medium we strive to make your learning an exciting, dynamic, interactive experience. We are constantly striving to improve our content delivery methodologies. In 2011 we will be introducing many new ways for you to learn. Stay updated. The best is yet to come. Become a Process Excellence Network member today and you'll have continuous exposure to new and timeless tools, techniques, and technologies to extend your performance capacity and your organization's productivity. We also invite you to visit e-Zsigma for Lean Six Sigma Training and certification. e-Zsigma is Canada's leader in strategic Lean, Six Sigma and innovation deployment, project management, consulting and change leadership. http://www.e-zsigma.com

1. Affinity Diagrams
The affinity diagram is a management and planning tool. Use of this tool is based on the
understanding that time invested in planning will produce remarkable dividends as the generated
ideas and plans are acted upon and implemented. Unlike the basic tools for improvement that
deal primarily with collecting and analyzing hard data, this tool focuses on issues and ideas, soft
data.
An affinity diagram is the result of a creative process focused on finding the major themes
affecting a problem by generating a number of ideas, issues or opinions. The process identifies
these ideas, groups naturally related items and identifies the one concept that ties each grouping
together. The team working on a problem reaches consensus by the cumulative effect of
individual sorting decisions rather than through discussion.
What can it do for you?
Affinity diagrams can help you organize random data to show the underlying organization of a
problem or issue. They are especially useful if the situation seems chaotic because there is an
excess of ideas, influences, objectives or requirements, or if breakthrough thinking rather than
incremental improvement is required. An affinity diagram can help clarify the broad themes and
issues acting on any situation. The affinity process lets you sift through large volumes of
information efficiently and allows truly new patterns or approaches to emerge for consideration.
Affinity diagrams are especially useful in the measure and analyze phases of Lean Six Sigma
methodology.

2. How do you do it?
1. The first step is to assemble the right team.
The team should consist of five or six people who have knowledge about the situation to be
considered. They should be relatively familiar with each other and accustomed to working together
and should “speak the same language,” but care should be taken not to bring together the same
old people to work on the same old problem. Include people with valuable input who may not have
been included in the past. If the team needs specific information beyond the scope of the
members’ knowledge, the team should draw in resource people as temporary team members.
2. Phrase the issue to be considered.
The affinity process seems to be most effective if the issue is loosely or vaguely stated. The more
explanation or limitation in the issue statement, the more likely the thought process will be
constrained. The statement should be neutral to avoid limiting or directing responding ideas.
For example, “How are we going to fix our quality problems?” might produce a fuller and more
valuable collection of responses if rephrased “What are the issues affecting product quality?”
When you have decided the phrasing of the statement, write it on the top of a flipchart or board so
that it is visible to the group.
3. Generate and record ideas.
Traditional guidelines for brainstorming:
• No criticism or discussion of ideas
• Generate many ideas in a short time
• Everyone participates
• Record the ideas exactly as spoken and not as
interpreted by the recorder.
One technique is to have team members silently record their ideas on 3x5 cards or Post-it™ notes
for some amount of time. Members can then take turns offering ideas one-at-a-time for the
recorder to write on a flip-chart or board. As the ideas are recorded, other team members can use
those ideas to help generate additional ideas and additional cards.
To be most useful, idea statements should be:
• Concise, about five to seven words
• Unambiguous, at least one noun and one verb
• Legible, printed neatly, one idea to a card
Another technique is to generate ideas and have the recorder write them directly on a flip-chart or
board (without having team members first write them on cards). After all the ideas have been
recorded, the team would then transfer them to cards.

3. 4. Display the completed idea cards.
Randomly lay
out the cards so
that all the team
members can
see them.
5. Arrange the cards in natural groupings.
The purpose of this step is to collect ideas that go with each other. In silence, all team members
should simultaneously begin moving idea cards, collecting and arranging in columns the cards
that each person believes belong together.
All the cards
should remain
visible during
this process so
that everyone
can consider and
reconsider the
arrangement as
it emerges.

4. If cards are redundant, overlap them but in such a way that both can be read.
Team members should freely change cards between groupings or create new groupings as they
feel appropriate.
Team members are allowed to disagree with a placement by making a new placement or returning
to a previous one. Back and forth moves may occur for some time until the team settles on an
arrangement that is acceptable to everyone.
Some cards may be loners that do not seem to fit in any grouping. They should be left that way
rather than try to force-fit them into a grouping.
6. Create headers.
Look for a card in each grouping that describes the central idea that ties the whole group together.
In many cases that central idea will not exist yet on a card. If it does not, the team should decide
on the central idea and create a concise, usually three to five words, header card for that grouping.
While silence is important for sorting, discussion should be used for selecting or creating headers.
If one or more groupings are unusually large, look for sub-groupings within the larger groups. Sub-
groupings should also have headers. Resist the temptation to create endless groupings and sub-
groupings. Keep the number of headers between five and ten, if at all possible.
7. Draw the finished diagram.
Your finished diagram could simply be Post-it™ notes stuck to flip-chart paper with lines
containing and connecting the groupings or 3x5 cards pinned or taped to the wall.

5. It is a good
idea, however,
to make an
actual drawing
of the finished
diagram and to
share it outside
the team for
comments and
modification.
The team
should
continue to
change the
diagram until it
reflects the
actual situation.
Now what?
If your time is limited or you don’t know whether applying a whole cycle of tools will be valuable,
try making an affinity diagram and see what happens.
In general, an affinity diagram will help add clarity and understanding whenever:
1. There appears to be chaos in the facts or ideas relating to the situation
2. Old solutions do not seem to be working and breakthrough thinking seems in order
3. Support for any proposed solution is critically essential to its success.
Creating an affinity diagram may not be very valuable if:
1. The solution to the problem is simple
2. The situation demands quick, decisive action.
Making an affinity diagram will allow you to sift through large volumes of information and ideas
with efficiency, however. It will also let truly new ways of looking at a problem or situation emerge
for your consideration.

6. This is an example of how one team used the affinitization process. Their objective was to define a current
best practice. This diagram shows the main blocks and header cards they developed.
Steven Bonacorsi is the President of the International Standard for Lean Six
Sigma (ISLSS) and Certified Lean Six Sigma Master Black Belt instructor and
coach. Steven Bonacorsi has trained hundreds of Master Black Belts, Black Belts,
Green Belts, and Project Sponsors and Executive Leaders in Lean Six Sigma
DMAIC and Design for Lean Six Sigma process improvement methodologies.
Author for the Process Excellence Network (PEX Network
/ IQPC). FREE Lean Six Sigma and BPM content
International Standard for Lean Six Sigma
Steven Bonacorsi, President and Lean Six Sigma Master Black Belt
47 Seasons Lane, Londonderry, NH 03053, USA
Phone: + (1) 603-401-7047
Steven Bonacorsi e-mail
Steven Bonacorsi LinkedIn
Steven Bonacorsi Twitter
Lean Six Sigma Group