What is a Cause and Effect Matrix, and what are best practices, tools and online templates for teams and organizations?
Definition of Cause and Effect Matrix
Business leaders and managers using the Cause and Effect Matrix (also known as a C&E Matrix) will be better able to prioritize the Key Process Input Variables (KPIVs) based on Key Priorities of Customer Outputs (KPOVs). The matrix helps establish correlation between process input metrics and customer outputs during root cause analyses.
Description of Cause and Effect Matrix Template
The Cause and Effect Matrix tool helps business leaders prioritize the inputs (Causes) required to reach a desired output (Effects). The matrix applies steps to analyze the importance of specific inputs and outputs and creates a correlation between them which will affect the end user or customer. In the Cause and Effect Matrix, outputs are defined as Customer Requirements and are ranked by importance to the end user (or Customer).
In order to make the most use of the Cause and Effect Matrix, follow these six steps:
- Identify any customer requirements by looking at Voice of the Customer data which is collected through surveys, interviews, reviews and customer data analysis.
- Give priority rankings to each customer output using a 1-10 scale with 1 being lowest priority and 10 being highest priority for the customer.
- Outline all key inputs and metrics currently being used to complete the process.
- Assess and measure the relationship between inputs and outputs and rank each input based on its impact on the output. Six Sigma practitioners typically use a geometric progression scale to rank impact (0,1,3 and 9) with 0 being no impact, 1 being low, 3 medium, 9 strong impact.
- Upon completion of scoring for inputs and outputs, cross multiple the scores and create a sum score for each row.
- Rank the final order of specific Causes & Effects that have the greatest importance and therefore the greatest opportunity for improvement.
Tools & Templates
The tools and resources that leaders use to make the most of the Cause and Effect Matrix template are Process Maps and Voice of Customer data.
upBOARD's Online Cause and Effect Matrix Tools & Templates
Unlike most traditional process checklists and problem solving models, upBOARD’s online Cause and Effect Matrix tool allows any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other business strategy best practice tools and templates, including:
2 X 2 Matrix, ADL Matrix, Affinity Diagrams, Baker’s 4 Strategies of Influence, Balanced Scorecard, Benchmarking, Blue Ocean Strategy, Bowman Strategy Clock, Build-Measure-Learn Feedback Loop, Business Model Canvas, CAGE Distance Framework, Competitive Analysis, Competitive Landscape Analysis, Contingency Planning, Core Competence Analysis, Critical Success Factors, Discovery Driven Planning, Economic Value Added, First Mover Advantage, Five Forces Model, Force Field Analysis, Gap Analysis, GE McKinsey 9-Box Matrix, Go To Market Strategy, Hambrick & Frederickson’s Strategy Diamond, Hedgehog Model, Hook Model of Behavioral Design, Hoshin Planning System, Kay’s Distinctive Capabilities Framework, Key Outcome Indicators, Kotler’s Five Product Levels Model, Kotler’s Pricing Strategies, Lafley & Martin’s Five Step Strategy Model, McKinsey 7S Model, McKinsey’s Seven Degrees of Freedom for Growth, Mergers & Acquisitions, Mission Statements, Mullin’s Seven Domains Model, OGSM Framework, Ohmae’s 3-C’s Model, Partner Relationship Management, PEST Analysis, PESTLE Analysis, Porter’s Diamond, Portfolio Management, Purpose Statements, Pyramid of Purpose, Scenario Planning, Simonson & Rosen’s Influence Mix, SMART Performance Metrics, SMARTER Goals, SOAR, Strategic Goals, Strategy Map, Strategy Roadmap, Strategy Uncertainty Map, SWOT Analysis, TOWS Matrix, Triple Bottom Line, USP Analysis, Value Chain Analysis, Value Disciplines Model, Value Net Model, Values Statement, Vision Statements, VRIO Analysis, and Weisbord’s Six-Box Model.