Matrix Diagram
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A matrix diagram is a visual representation that shows the connection between various groups of data. It is a planning tool that essentially displays the existence and strength of relationships between pairs of items from two or more data sets. It aims to help in problem-solving, decision making, and process improvement efforts.
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Matrix Diagram
- 1. CITOOLKIT Matrix Diagram Enhancing Decision Quality with Matrix Diagrams
- 2. citoolkit.com A Matrix Diagram A visual representation that shows the connection between various groups of data. They are essential tools in . . . Matrix Diagram 2 Decision Making Problem-solving Planning Process Improvement
- 3. citoolkit.com A Matrix Diagram It is a planning tool that essentially displays the existence and strength of relationships between pairs of items from two or more data sets. Matrix Diagram 3
- 4. citoolkit.com Problem-Solving One of its main applications is in problem-solving scenarios where the relationship between a problem and potential solutions or causes needs to be explored. Matrix Diagram 4 Problem Causes Problem Solutions
- 5. citoolkit.com Used by Other Tools Several advanced problem-solving tools make use of the matrix diagram concept. 5 5 Cause and Effect Matrix Quality Function Deployment Whats Hows Inputs Outputs The application extends to situations ranging from requirement-specification matching to alternative solution significance comparison and improvement opportunity identification. Matrix Diagram
- 6. citoolkit.com Examples of Applications Matrix Diagram 6 A marketing team may use a matrix diagram to identify and select the most effective sales tools from various options. Alternatives significance comparison A quality team may use a matrix diagram to determine the most suitable inspection methods. Alternatives significance comparison A manufacturing team may apply a matrix diagram to identify causes that affect materials consumption. Cause and effect analysis An HR team may use a matrix diagram to select social activities that enhance employee loyalty. Alternatives significance comparison A restaurant team may use a matrix diagram to enhance customer experience and satisfaction. Improvement opportunity identification
- 7. citoolkit.com Benefits Matrix Diagram 7 Provides visual representation which helps the team to understand complex information. Supports continuous improvement by adapting to evolving requirements. Facilitates a structured approach to planning, problem-solving, and decision-making. Helps in prioritizing items based on their importance and impact.
- 8. citoolkit.com Data Sets The data sets can be any collection of . . . Matrix Diagram 8 Requirements and measures Specifications and features Characteristics and attributes Problems, issues and causes Factors and criteria Methods, tools and techniques Ideas and solutions Functions and tasks
- 9. citoolkit.com Types of Matrix Diagrams Matrix diagrams come in various shapes. Each shape has a descriptive letter name which indicate its shape. Matrix Diagram 9 An L-shaped matrix diagram allows the comparison of two data sets T-shaped, X-shaped, and Y-shaped matrices allow the comparison of more than two lists
- 10. citoolkit.com L-Shaped Matrix Diagram Matrix Diagram 10 A B C D 1 β« 2 β« β« 3 β« β« 4 β« Represented as a two-dimensional table. Particularly useful in comparing only two lists. The most basic and commonly used. The left-hand column lists items from the first set. For example, a problem and its potential causes. The top row contains items from the second set.
- 11. citoolkit.com Basic Structure In any matrix diagram . . . β’ The relationship between any two items is indicated in the cell where they intersect. β’ At each intersection point, the relationship is either present or absent. β’ When it is present, the strength of the relationship can be indicated using numerical values or symbols placed at the intersection point. Matrix Diagram 11 A B C D 1 2 β« 3 4
- 12. citoolkit.com Numerical Values vs. Symbols Matrix Diagram 12 A B C D 1 1 2 1 3 3 5 1 4 3 A B C D 1 ο² 2 ο² ο‘ 3 ο€ ο² 4 ο‘ For numerical values, a scale from 1 to 5 can be used where 1 indicates a weak relationship and 5 indicates a strong relationship. Each symbol corresponds to a specific numerical value or level of strength, such as weak, moderate, and strong. Symbols are preferred over numbers as they enhance clarity and simplify interpretation. Strength of Relationships ο€ Strong 9 ο‘ Moderate 3 ο² Weak 1
- 13. citoolkit.com Weighting and Weighted Scores Weighting can be applied in the matrix to assign relative importance to specific items within the data sets. Weighted scores will later be calculated to identify, prioritize, and select the most favorable options. Matrix Diagram 13 A B C D 1 β« 2 β« β« 3 β« β« 4 β« A B C D 1 β« 2 β« β« 3 β« β« 4 β« Weights Weighted scores Overall relationship strength score Ranks Additional information can be displayed on the matrix:
- 14. citoolkit.com Constructing an L-Shaped Matrix Diagram Matrix Diagram 14 In your team, clearly explain the purpose for building the matrix diagram β’ Select and collect the two sets of data to be compared. β’ Agree on symbols and their values.
- 15. citoolkit.com Constructing an L-Shaped Matrix Diagram Matrix Diagram 15 Draw a two-dimensional table on a flipchart or whiteboard β’ Insert the first data set in the left-hand column and the second set in the top row. β’ Assign weighted scores to show relative importance of items. A B C D 1 2 3 4
- 16. citoolkit.com Constructing an L-Shaped Matrix Diagram Matrix Diagram 16 Work through the matrix and discuss the relationships between every pair of items β’ Place the appropriate numerical value or symbol in the intersecting cell. β’ Calculate the final weighted scores for each item in either or both data sets. A B C D 1 β« β« β« 2 β« 3 β« 4 β« β« ## ## ## ##
- 17. citoolkit.com Constructing an L-Shaped Matrix Diagram Matrix Diagram 17 Review the completed matrix with the team to make informed decisions Explore opportunities to combine the best aspects of different options.
- 18. citoolkit.com Example β Making a Better Cup of Tea This diagram represents a cause-and-effect analysis. Cause Taste Volume Temperature Score The boil kettle 6 Adding water 13 Adding tea 9 Adding sugar 3 Adding milk 11 Stirring 3 Score 25 7 13 Strong 9 Medium 3 Weak 1 Matrix Diagram 18 Effect Water appears to be the most significant factor influencing taste, volume, and temperature.
- 19. citoolkit.com Example β Assigning Human Resources to Multiple Projects Matrix Diagram 19 Score 12 22 15 10 3 5 Score SPC 17 5S 4 SOP 42 Sampling 4 FMEA 0 Employee Harvey Sami Emir Zakaria Chadi Peter Score Energy usage 1 Spoilage reduction 4 Safety management 3 Visual Management 3 Score 2 2 2 3 1 1 Skills Projects Strong 9 Medium 3 Weak 1 Involved For example, it is important for those working on the spoilage reduction project to have basic knowledge of statistical process control (SPC).
- 20. citoolkit.com Example β Application of Improvement Tools Matrix Diagram 20 Relationship ο Strong 5 ο Medium 3 ο Weak 1 Graphical Analysis SPC KPIs Data Collection Methods Cause and Effect Process Mapping Kaizen 5S Score Rank HR ο ο ο ο ο ο ο ο 18 4 Finance ο ο ο 9 7 Purchasing ο ο ο ο ο ο 8 8 IT ο ο ο ο ο ο ο ο 14 6 Quality ο ο ο ο ο ο ο ο 32 3 Marketing ο ο ο ο ο ο 16 5 Maintenance ο ο ο ο ο ο ο ο 34 2 Production ο ο ο ο ο ο ο ο 38 1 Store ο ο ο ο ο ο 8 8 Score 29 18 23 32 21 21 17 18 Rank 2 6 3 1 4 4 8 6 Completed 5 Execution 3 Preparation 1
- 21. citoolkit.com Example β Application of Improvement Tools Matrix Diagram 21 Graphical Analysis SPC KPIs Data Collection Methods Cause and Effect Process Mapping Kaizen 5S HR ο ο ο ο ο ο ο ο 18 4 Finance ο ο ο 9 7 Purchasing ο ο ο ο ο ο 8 8 IT ο ο ο ο ο ο ο ο 14 6 Quality ο ο ο ο ο ο ο ο 32 3 Marketing ο ο ο ο ο ο 16 5 Maintenance ο ο ο ο ο ο ο ο 34 2 Production ο ο ο ο ο ο ο ο 38 1 Store ο ο ο ο ο ο 8 8 29 18 23 32 21 21 17 18 2 6 3 1 4 4 8 6 What do columns with low scores indicate? What do columns with high scores indicate? What do rows with low scores indicate? What do rows with high scores indicate? This example illustrates the workshops attended or conducted by each department in an organization during a change management process. Workshops in their initial stages. Workshops in their final stages. Departments with minimal progress. Departments with significant progress.
- 22. citoolkit.com Correlation Matrix It is also possible to compare the same items together by using a triangular half-matrix called the correlation matrix. For example, this adjacency matrix is created in a facility to analyze and reorganize rooms and areas in a way that supports workflow efficiency and enhances teams' collaboration. 1st aid Utility area Shop Shop Walk Way Meeting Offices Stairs Switch Gr Workshop QC Prayer Tool room Store&W/H Canteen Elecrical ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο ο Adjacent ο Nearby ο Far away Adjacency Matrix Workshop QC room Electrical shop Canteen First aid room Offices & meeting rooms Store and W/H Tool room Utility area Space planning matrix Matrix Diagram 22
- 23. citoolkit.com Further Information One of the challenges when using a matrix diagram is in the number of comparisons that you need to apply. For example, a ten-by-ten matrix requires 100 comparisons. Matrix Diagram 23 L-Matrix Item A Item B Item C Item 1 1st 2nd 3rd Item 2 4th 5th 6th Item 3 7th 8th 9th Item 1 Item 2 Item 3 Item A Item B Item C 3 X 3
- 24. citoolkit.com Further Information β Tree Diagrams Tree diagrams can be used to collect and organize the sets of data for comparison in the matrix, particularly when the categorization of items is required. Matrix Diagram 24 Variable costs Fixed costs Admin costs Breakdowns Changeovers Idling and minor stoppages Reduced speed Scrap and rework Start-up losses Downtime losses Speed losses Quality losses
- 25. citoolkit.com Further Information β Matrix Diagram Templates There are many templates available to help in creating matrix diagrams. Examples are also provided to illustrate the practical use of these formats and shapes. Matrix Diagram 25
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