Category Archives: Deciding and Selecting Templates

Prioritization Matrix Template

The main idea behind the Prioritization Matrix is to compare and select the best alternative from a set of options. A basic matrix consists of a set of criteria options and the alternatives under consideration. Start by placing the criteria in the left hand column and the alternatives in the top row. Fill the matrix by ranking the alternatives against each criteria from best to worst. Finally, look at the bottom of the table to make the best decision for your situation. Read more »

Pareto Chart Template

The purpose of the Pareto Chart is to address the most important among a set of factors, the highest occurring type of defect, the most frequent reasons for customer complaints, and so on. It combines an ordered bar chart and a line graph. The left vertical axis represents the frequency of occurrence, while the right vertical axis represents the cumulative percentage of the total number of occurrence. The items on the left side of the chart are called the “vital few” while the rest are considered the “trivial many”. Read more »

Cause and Effect Matrix Template

The Cause and Effect Matrix is used to understand the relationship between causes and effects. Whenever an output variable drifts out of specification, that is an effect. When an effect goes out of specification, you need to rank the potential causes in terms of importance, and the causes with the highest overall score should be addressed first in improvement efforts. Read more »

Matrix Diagram Template

A Matrix Diagram is a table that allows sets of data to be compared to understand the relationship between them. It displays the existence and strength of the relationship between pairs of items of the data sets. The relationship is indicated by a number or symbol in each cell where each two items intersect in the matrix. Matrix diagrams can be useful in a wide range of applications including matching requirements with specifications and assigning responsibilities based on competencies. To learn more about matrix diagrams, please click here. Read more »

Cost Benefit Analysis Template

The Cost-Benefit Analysis provides a way to decide which proposed option or project is the most valuable. This template will allow decision makers to compare among several solutions or projects and select the one that offers the greatest return against the cost of implementation. For simplicity, the analysis results here are expressed as a payback period and as a benefit-cost ratio, assuming that all projects are short-term in nature. Read more »

Project Selection Template

The Project Selection Template is designed to provide management with information that supports the project selection process to ensure business priorities are taken into account. It helps identify the most appropriate improvement projects and prioritize them based on their potential impact to the business. This can also drive management commitment by giving them an opportunity to contribute to the continuous improvement effort. Read more »

Quality Function Deployment Template

The main idea behind the Quality Function Deployment (QFD) is to translate customer requests into solutions to meet those requirements. It is a methodology for taking the Voice of the Customer (VOC) and using that information to drive aspects of product development or process improvement. It allows for answers to questions such as: what do our customers need and want? how well are we doing relative to our competitors, and so on. Read more »

Pugh Matrix Template

The main idea behind the Pugh Matrix is to compare a set of alternatives against a standard to determine which one is the most appropriate. A basic matrix consists of the alternative proposals and a set of criteria. Start by placing the criteria in the left hand column and the alternatives in the top row. Fill the matrix by indicating how each alternative is compared against the standard (in the form of pluses and minuses). Finally, look at the bottom of the table to make the best decision for your situation. Read more »