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CITOOLKIT
Four-Field Matrix
Simplifying Complexity: How the Four-Field Matrix Reshapes Thinking
1 2
3 4
citoolkit.com
Definition
The Four-Field Matrix is an effective model for planning, organizing,
prioritization and making decisions.
Four-Field Matrix 2
citoolkit.com
Definition
It is a two-dimensional chart that consists of four equal-sized quadrants.
Four-Field Matrix 3
Each quadrant describes different aspects of information.
citoolkit.com
Definition
This model serves as a valuable tool for structuring ideas and information
in a logical and systematic manner.
Four-Field Matrix 4
Complex problems can be broken down into easier to handle groups by considering
the two most important characteristics (represented on the X and Y axes).
X axis
Y axis
citoolkit.com
Applications
As an illustration, teams may select
the most appropriate improvement
projects based on two important
criteria: project impact and the level
of effort required.
Four-Field Matrix 5
In their context, these two criteria are more important than other criteria such as
cost and time.
Subsequently, they will proceed to utilize the matrix and identify which projects
deliver greater results relative to the effort required.
Quick Wins Major
Projects
Postpone Postpone
-
IMPACT
+
- EFFORT +
citoolkit.com
Applications
A four-field matrix can be used in many other scenarios,
including but not limited to the following:
Four-Field Matrix 6
Project methodology
matrix
Product market
growth Matrix
SWOT matrix
Value cost matrix
Power-interest matrix
Mission and core
competencies matrix
Importance-urgency
matrix
Project prioritization
matrix
Cost relevancy matrix
citoolkit.com
Importance-Urgency Matrix / Eisenhower Matrix
An importance-urgency matrix is an effective method for organizing activities and
priorities.
Four-Field Matrix 7
Do First Do Soon
Push Back Avoid
-
Importance
+
+ Urgency -
Used to prioritize work and personal activities based on the Eisenhower method.
citoolkit.com
SWOT Matrix
Used to evaluate the strategic position of an organization.
Four-Field Matrix 8
Strengths Weaknesses
Opportunities Threats
External
Internal
Positive Negative
It allows the organization to look deeply within itself to understand the factors that
influence its ability to achieve its goals.
citoolkit.com
Power-Interest Matrix
Classifies stakeholders according to the power they hold and how likely
they are to be interested in a project or change effort.
Understand Engage
Monitor Consider
-
Power
+
- Interest +
Four-Field Matrix 9
citoolkit.com
Project Prioritization Matrix
Helps selecting the projects that will have the greatest impact with the least
amount of money, time or effort.
Four-Field Matrix 10
Quick Wins Major
Projects
Postpone Postpone
-
IMPACT
+
- EFFORT +
citoolkit.com
Project Methodology Matrix
Helps selecting the methodology for problem solving and process
improvement.
Four-Field Matrix 11
JUST-DO PMP
KAIZEN SIX SIGMA
Causes
Unknown
Causes
Known
Short Time-Span Long Time-Span
citoolkit.com
Steps for Creating a Four Fields Matrix
Four-Field Matrix 12
Think about and decide what you really want
• Determine the type of matrix appropriate for your situation.
• Determine the two most important characteristics to place on the X and Y axes.
• Draw the matrix and identify the four quadrants.
• Sort your ideas and information in the appropriate quadrants of the matrix.
citoolkit.com
Example - Digital Marketing Ideas
Four-Field Matrix 13
A team worked together to generate ideas for enhancing digital marketing strategies
within a company based on two criteria: cost and relevancy.
Cost
Relevancy High
Low
High
Low
Paid advertising
Referral program
SEO
Cross-promotion
Testimonials
Email marketing
Professional videos
Target audience engagement
Webinars
Social media
citoolkit.com
Further Information
A four-field matrix can also be applied to a wide range of other scenarios and contexts.
Four-Field Matrix 14
Manage priorities by comparing value to effort, impact
to difficulty, or enjoyment to purpose
In product portfolio management to analyze market
share and potential growth
In evaluating marketing campaigns by assessing their
impact in relation to timing
© Copyright Citoolkit.com. All Rights Reserved.
CITOOLKIT
Made with by
The Continuous Improvement Toolkit
www.citoolkit.com

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Simplifying Complexity: How the Four-Field Matrix Reshapes Thinking

  • 1. CITOOLKIT Four-Field Matrix Simplifying Complexity: How the Four-Field Matrix Reshapes Thinking 1 2 3 4
  • 2. citoolkit.com Definition The Four-Field Matrix is an effective model for planning, organizing, prioritization and making decisions. Four-Field Matrix 2
  • 3. citoolkit.com Definition It is a two-dimensional chart that consists of four equal-sized quadrants. Four-Field Matrix 3 Each quadrant describes different aspects of information.
  • 4. citoolkit.com Definition This model serves as a valuable tool for structuring ideas and information in a logical and systematic manner. Four-Field Matrix 4 Complex problems can be broken down into easier to handle groups by considering the two most important characteristics (represented on the X and Y axes). X axis Y axis
  • 5. citoolkit.com Applications As an illustration, teams may select the most appropriate improvement projects based on two important criteria: project impact and the level of effort required. Four-Field Matrix 5 In their context, these two criteria are more important than other criteria such as cost and time. Subsequently, they will proceed to utilize the matrix and identify which projects deliver greater results relative to the effort required. Quick Wins Major Projects Postpone Postpone - IMPACT + - EFFORT +
  • 6. citoolkit.com Applications A four-field matrix can be used in many other scenarios, including but not limited to the following: Four-Field Matrix 6 Project methodology matrix Product market growth Matrix SWOT matrix Value cost matrix Power-interest matrix Mission and core competencies matrix Importance-urgency matrix Project prioritization matrix Cost relevancy matrix
  • 7. citoolkit.com Importance-Urgency Matrix / Eisenhower Matrix An importance-urgency matrix is an effective method for organizing activities and priorities. Four-Field Matrix 7 Do First Do Soon Push Back Avoid - Importance + + Urgency - Used to prioritize work and personal activities based on the Eisenhower method.
  • 8. citoolkit.com SWOT Matrix Used to evaluate the strategic position of an organization. Four-Field Matrix 8 Strengths Weaknesses Opportunities Threats External Internal Positive Negative It allows the organization to look deeply within itself to understand the factors that influence its ability to achieve its goals.
  • 9. citoolkit.com Power-Interest Matrix Classifies stakeholders according to the power they hold and how likely they are to be interested in a project or change effort. Understand Engage Monitor Consider - Power + - Interest + Four-Field Matrix 9
  • 10. citoolkit.com Project Prioritization Matrix Helps selecting the projects that will have the greatest impact with the least amount of money, time or effort. Four-Field Matrix 10 Quick Wins Major Projects Postpone Postpone - IMPACT + - EFFORT +
  • 11. citoolkit.com Project Methodology Matrix Helps selecting the methodology for problem solving and process improvement. Four-Field Matrix 11 JUST-DO PMP KAIZEN SIX SIGMA Causes Unknown Causes Known Short Time-Span Long Time-Span
  • 12. citoolkit.com Steps for Creating a Four Fields Matrix Four-Field Matrix 12 Think about and decide what you really want • Determine the type of matrix appropriate for your situation. • Determine the two most important characteristics to place on the X and Y axes. • Draw the matrix and identify the four quadrants. • Sort your ideas and information in the appropriate quadrants of the matrix.
  • 13. citoolkit.com Example - Digital Marketing Ideas Four-Field Matrix 13 A team worked together to generate ideas for enhancing digital marketing strategies within a company based on two criteria: cost and relevancy. Cost Relevancy High Low High Low Paid advertising Referral program SEO Cross-promotion Testimonials Email marketing Professional videos Target audience engagement Webinars Social media
  • 14. citoolkit.com Further Information A four-field matrix can also be applied to a wide range of other scenarios and contexts. Four-Field Matrix 14 Manage priorities by comparing value to effort, impact to difficulty, or enjoyment to purpose In product portfolio management to analyze market share and potential growth In evaluating marketing campaigns by assessing their impact in relation to timing
  • 15. © Copyright Citoolkit.com. All Rights Reserved. CITOOLKIT Made with by The Continuous Improvement Toolkit www.citoolkit.com