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Matrix diagram (L-shaped and T-shaped)

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Put one list across the top and one or two down the side, and mark how strongly each pair is related. The tool totals each row and column and flags the rows and columns with no relationship at all.

ON THE EXAM · CQPA II.D.1, CQE V.B.4, CSSBB IV.D.3 · FREE · NOTHING YOU TYPE LEAVES YOUR BROWSER

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What a matrix diagram is for

A matrix diagram shows the relationships between the items of two or more lists. Each cell where a row and a column meet holds a symbol for how strongly they are related, or nothing. It is one of the seven management and planning tools and is used to answer questions such as: which actions address which complaints, which processes affect which requirements, or who is responsible for which task.

The shapes

Symbols and totals

The usual symbols are a double circle (◎) for a strong relationship, a circle (○) for medium and a triangle (△) for weak, scored 9, 3 and 1. The wide 9-3-1 spread makes strong relationships dominate the totals. Adding the scores across a row shows how well that row item is covered; adding down a column shows how much each column item matters across all the rows.

Reading the matrix

Matrix, prioritization matrix or house of quality?

A matrix diagram shows relationships. A prioritization matrix adds weights to the criteria and scores options to rank them. The house of quality is an L matrix of customer requirements against technical characteristics, weighted by customer importance, with a roof showing how the characteristics interact.

On the exam

Matrix diagrams are listed among the quality management tools in CQPA (II.D.1), the quality management and planning tools in CQE (V.B.4), and the analytical tools in CSSBB (IV.D.3). Expect to name the shapes (L, T, Y, X), to know the strong, medium and weak symbols and the 9-3-1 scoring, and to total a row or column.

Other tools and templates

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