Informed Decision Making Developing A Kepner-Tregoe Analysis Matrix

Introduction Kepner-Tregoe Analysis Matrix Tool used to organize and evaluate multiple solutions to a problem using a common set of criteria. Criteria are divided into two categories: critical (must have) and optional Widely used at Lockheed Martin as a standard tool in all decision making processes from design to hiring and personnel. Introduction

Headings Project Group Name of group member(s) Date Possible solutions to the problem or options that are being considered will be listed and briefly described at the top of these columns. Although only three options are listed, multiple sheets of this matrix can be used to evaluate more solutions/options if necessary. Project Group Name of group member(s) Date Name of group member(s) Possible Solution/Option #2. Include a BRIEF description. Possible Solution/Option #1. Include a BRIEF description. Possible Solution/Option #3. Include a BRIEF description.

Critical Properties Each solution or option being considered will have required properties or characteristics. These will most often be determined by the problem description or design brief. Each critical or required property should be listed and briefly described here. Solutions or options that possess the necessary critical properties or characteristics are indicated with an “x” or checkmark in the Yes column. NOTE: Only solutions that possess ALL critical properties will be considered as a final solution or option. Solutions or options that DO NOT possess the necessary critical properties or characteristics are indicated with an “x” or checkmark in the No column. NOTE: Solutions or options that are missing ANY of the critical properties will not be considered as a final solution.

Optional Properties The properties that a solution should have but are NOT critical in the final outcome or solution should be listed and briefly described here. A rationale for each property should be documented. Each optional property should be given a weighting that indicates its relative importance in comparison to the other optional properties. For example: A property that is very important would be given a large weight (i.e. 10) but a less important property would be given a small weight (i.e. 2). The weighting helps prioritize optional properties or characteristics.

Example of rating scale Rating Optional Properties NOTE: Only solutions/options that contain ALL required critical properties will be rated. Solutions that do not meet all critical properties will be X’ed out. Example of rating scale Rating Description 4 Possesses this property fully. (Perfect) 3 Almost possesses this property fully. (Almost Perfect) 2 Possesses this property but not exactly or could be much better. (Acceptable) 1 Barely possesses this property. (Not acceptable) Does not possess this property. Rate each solution or option’s possession of optional characteristics using the rating scale you created.

Weighted Rating x = Weight RATING WEIGHTED RATING Weighted ratings combine the overall importance (weight) of the optional feature with how well that particular solution incorporates that option (rating). This will create a weighted score for each optional property to aid in determining the best overall solution. WEIGHTED RATING x Weight RATING =

Rating Total Total Score Total Score After calculating the weighted ratings for each solution’s optional properties, add them all together and write them in the Total box. Total Score Total Score