The Seven Management and Planning Tools have their roots in the so-called “Operations Research work”. The seven tools are Tree, Affinity, Interrelationship, Matrix and Activity Network diagrams as well as the Prioritization Matrix and the Process Decision Program Chart.
Tree Diagram is usually used for breaking down different categories into more details, mapping such levels of tasks in order to accomplish a task.
Affinity diagrams are known to be a “brainstorming tool” that helps to organize large amounts of some badly organized or disorganized data into groups that can be based on natural relationships.
It can be used when there are too many confronting facts in apparent chaos or when the issues are too complex to grasp.
All the interrelated cause-and-effect linkage, as well as other factors which also can be involved in a complex problem, are presented in the Interrelationship Diagram, describing the desired outcomes. The process of creating an interrelationship diagram may help a group to analyze the natural links between different aspects of some complex situation.
Matrix Diagram can be also known as a “quality table”. This tool is known to be showing the relationship between two or more than two sets of elements, giving an information about the relationship.
Activity Network Diagram can be used for planning some appropriate schedule for some tasks and their subtasks. When subtasks must occur in parallel, this is when this diagram can be used. Using this particular tool helps to sequentially organize, manage the previously defined complex set of activities.
Prioritization Matrix can be used for prioritizing the items as well as describing them in terms of weighted criteria. It uses a combination of both matrix and tree diagramming techniques for doing a so-called “pair-wise” evaluation of items.
Process Decision Program Chart is used for extending the tree diagram to be able to identify countermeasures and risks for the bottom level tasks.
The Seven Management and Planning Tools solution can be used as an extension to the ConceptDraw PRO software enabling to create Affinity Diagrams, Relations Diagrams, Prioritization Matrices, Root Cause Analysis Tree Diagrams, Involvement Matrices, PERT Charts and Risk Diagrams.
The Seven Management and Planning Tools solution can be used by many business specialists, including managers and project coordinators.
There are a few samples that you see on this page which were created in the ConceptDraw PRO application by using the Seven Management and Planning Tools solution. Some of the solution's capabilities as well as the professional results which you can achieve are all demonstrated here on this page.
All source documents are vector graphic documents which are always available for modifying, reviewing and/or converting to many different formats, such as MS PowerPoint, PDF file, MS Visio, and many other graphic ones from the ConceptDraw Solution Park or ConceptDraw STORE. The Seven Management and Planning Tools solution is available to all ConceptDraw PRO users to get installed and used while working in the ConceptDraw PRO diagramming and drawing software.
Example1: Affinity Diagram — Implementing Continuous Process Improvement
This diagram was created in ConceptDraw PRO using the Affinity Diagrams Objects Library from the Seven Management and Planning Tools Solution. An experienced user spent 15 minutes creating this sample.
This sample shows the affinity diagram that represents a brief overview of some potential sales problems. The seven tools of the Seven Management and Planning Tools Solution are closely linked and assist the user in problem solving and analysis.
Example 2: Relations Diagram — Health Care
This diagram was created in ConceptDraw PRO using the Relations Diagrams Objects Library from the Seven Management and Planning Tools Solution. An experienced user spent 10 minutes creating this sample.
This sample visualizes a relations diagram. This diagram looks a little deeper, and shows an example of how the problems outlined relate to each other.
Example 3: Prioritization Matrix — Health Care Problems
This diagram was created in ConceptDraw PRO using the Prioritization Matrix Objects Library from the Seven Management and Planning Tools Solution. An experienced user spent 10 minutes creating this sample.
Once you’ve identified the problems, it’s a good idea to order them with respect to importance and frequency. This prioritization matrix allows you to turn theory into quantifiable data.
Example 4: Root Cause Analysis Tree Diagram — Personal Problem Solution
This diagram was created in ConceptDraw PRO using the Root Cause Analysis Tree Diagram Library from the Seven Management and Planning Tools Solution. An experienced user spent 10 minutes creating this sample.
This sample demonstrates a root cause analysis tree diagram. With a root cause identified, you can try to identify any possible causation and solutions that will address this problem. Problems and solutions are displayed side by side to help with analysis.
Example 5: Involvement Matrix — Sales
This diagram was created in ConceptDraw PRO using the Involvement Matrix Objects Library from the Seven Management and Planning Tools Solution. An experienced user spent 20 minutes creating this sample.
Now that you have a full list of solution processes, you need to assign resources so actions are carried out correctly and efficiently. The involvement matrix turns a potentially complicated process into an easy to digest chart.
Example 6: PERT Chart — Sales
This diagram was created in ConceptDraw PRO using the PERT Objects Library from the Seven Management and Planning Tools Solution. An experienced user spent 15 minutes creating this sample.
This sample diagram shows a project management plan in a PERT chart view. A PERT Chart gives you a timeline for an entire process. The critical path is highlighted in red, so anyone can easily see it.
Example 7: Risk Diagram — Health Care
This diagram was created in ConceptDraw PRO using the PDPC Objects Library from the Seven Management and Planning Tools Solution. An experienced user spent 20 minutes creating this sample.
This sample demonstrates the overall risk diagram that was created using all the information gathered from previous diagrams and tools. Together, these solutions will help you identify and act on any issues that might arise in your business!
To get started you need ConceptDraw Office 2 and the “7 Management and Planning Tools” solution. You can find the solution in the Management area of ConceptDraw Solution Park. Install the solution on your computer, using ConceptDraw STORE.
Step 1. Explore the examples of the downloaded solution
Open ”Seven Management and Planning Tools“ category in ConceptDraw PRO. Template Gallery and select any of template, at the bottom will be presented examples. Examples of solution diagrams the solution diagrams contained there are:
Create your own documents using one of the provided templates.
Affinity Diagram input in Management Area in ConceptDraw MINDMAP.
Relations Diagram input in Management in ConceptDraw MINDMAP.
Prioritization Matrix Template in Seven Management and Planning Tools Category of ConceptDraw PRO. Template Gallery.
Root Cause Analysis Tree Diagram
Root Cause Analysis Tree Diagram input in Management Area in ConceptDraw MINDMAP.
Action Involvement Matrix Template in Seven Management and Planning Tools Category of ConceptDraw PRO. Template Gallery.
PERT Chart output plugin in ConceptDraw PROJECT Reports.
Risk Diagram (PDPC)
Risk Diagram input in Management Area in ConceptDraw MINDMAP.
Step 3. Present Results
Present your work results. Use ConceptDraw PRO , ConceptDraw MINDMAP Presentation mode, or MS PowerPoint:
Display presentation in ConceptDraw PRO by pressing F5
Show work results in ConceptDraw MINDMAP by pressing F5
Export your work documents to MS PowerPoint for sharing with others
How to Group and Structure the Factors That Impact a Problem
First structure factors by groups, then name each group.
The Affinity Diagram shows the structure of large, complex factors that have an influence on a problem, and then divides them up into a smaller and simpler structure. The Affinity Diagram does not show a causal relationship between the factors. This diagram is designed to prepare the data for further analysis of the cause-effect relationships. A typical size for an Affinity Diagram is approximately 40-50 topics in a chart.
How to Structure the Factors of a Problem by Using ConceptDraw Office 2?
Use “Affinity Diagram” input template in ConceptDraw MINDMAP
Brainstorm and collect all factors affecting the problem
Organize items into a mind map tree structure that reflects the problem’s composition
Use Output “Affinity Diagram” to create a diagram from mind map
How to Identify Causal Relationships
Identify how factors influence each other. Factors mostly influencing called “Drivers” Primarily affected factors called “Indicators”. Problem solving further focuses on changing driver factors by corrective actions. Indicator factors help establish KPI (Key Performance Indicators) to monitor changes and the effectiveness of corrective actions in resolving a problem.
How to Identify Relationships between Factors Affecting a Problem by Using ConceptDraw Office 2?
Use “Relations Diagram” input template in ConceptDraw MINDMAP
Brainstorm and collect all factors affecting problem
Select all items and drag-drop them on the Main topic
Create links between factors using the ConceptDraw MINDMAP relations feature
Use Output “Relations Diagram” to create a Relations Diagram from your mind map. You are now ready to define factors-driversand factors-indicators
How to Prioritize the Driver Factors to Order Corrective Actions
The Prioritization Matrix ranks driver factors based on a set of criteria. The process allows one to identify the factors that are the first priority. These factors can then be analyzed for possible corrective actions. The Prioritization Matrix allows the factor weighting for each identified criterion. The total sum of weights for each factor determines the priority.
How to Rank Driver Factors for Priority in ConceptDraw Office 2
Create new Document using “Prioritization Matrix” template in ConceptDraw PRO
Enter criteria, factors, and rank factors
Select three of the highest priority factors to work with
Root Cause Analysis Tree Diagram
How to Perform Root Cause Analysis
Analyze the root causes of factors that influence the problem. A diagram is constructed separately for each high priority factor. Identify the root causes for a factor and then propose possible corrective actions. The diagram displays the structure of causes for a factor and possible corrective actions. The Root Cause Analysis Tree Diagram is used for further formulation of actions.
How to Identify the Root Causes of a Problem Affecting Factors by Using ConceptDraw Office 2
Use “Root Cause Diagram” input template in ConceptDraw MINDMAP
Create a mind map of root cause analysis tree
Apply appropriate topic types to topics of factors, causes and corrective actions
Use Output “Root Cause Diagram” to create a diagram from ConceptDraw MINDMAP
How to Identify What People and Groups Are Involved in Corrective Actions, and What Their Role is in Every Action
The Involvement Matrix is constructed for all highly-prioritized corrective actions. It defines the participants and their roles in identified corrective actions.
The matrix displays all of the parties involved, defines the level of involvement and nature of participation. The diagram shows the degree of involvement for all identified parties in the execution of corrective actions.
We assign who participates, who performs, consults, who should be informed, who checks the work, and who accepts the results. The Involvement Matrix can identify the distribution of responsibilities and identify roles in a group or team. The matrix can be used company wide.
How to Determine Participants and Their Involvement in Corrective Actions by Using ConceptDraw Office 2
Create new Document using “Person Involvement Matrix” template in ConceptDraw PRO
Enter corrective actions and roles
Specify involved people and groups
How to Build a Schedule of Actions
The PERT Chart is constructed as a way to create a schedule of corrective actions. The PERT Chart shows the logical sequences of corrective actions on the time scale. This PERT Chart shows the time period for problem solving and the corrective actions along the critical path.
The PERT Chart is also known as a Precedence Diagram or Project Network Diagram. Creating the PERT Chart defines the schedule of work.
How to Schedule Corrective Actions by Using ConceptDraw Office 2
Open a new schedule document in ConceptDraw PROJECT
Enter all corrective actions, set start and finish dates, connect the actions by logical links
Go to File ? Sharing. Select “PERT Chart”
Use “PERT Chart” output to generate a PERT chart in ConceptDraw PRO
Risk Diagram (PDPC)
How to Identify Possible Risks When Carrying Out Corrective Actions, and Define Preventive Actions
The Risk Diagram determines the risks of potential obstacles during corrective actions, and helps develop preventive actions.
How to Identify Possible Risks and Develop Preventive Actions by Using ConceptDraw Office 2
Use “Risk Diagram” input template in ConceptDraw MINDMAP
Copy all corrective actions from ConceptDraw PROJECT schedule document, and paste into the mind map as actions tree
Add subtopics of risks to terminal topics of corrective actions
Add subtopics of preventive actions to topics of risks
Use built-in template topic types “Risk” and “Preventive Action”
Create Risk Diagram in ConceptDraw PRO by selecting the “Risk Diagram” output in ConceptDraw MINDMAP