Seven Management and Planning Tools

This solution extends ConceptDraw PRO v9.5 or later software with a powerful set of business-oriented diagrams that help you to solve complex management problems.

They comprise of an Affinity Diagram, Relations Diagram, Prioritization Matrix, Root Cause Analysis Tree Diagram, Involvement Matrix, PERT Chart, Risk Diagram (PDPC).


There are 5 libraries containing 45 vector objects in the Seven Management and Planning Tools solution.

Design Elements — Involvement Matrix

One stencils library, 20 vector shapes.

Design Elements — Prioritization Matrix

One stencils library, 10 vector shapes.

Examples

The samples you see on this page were created in ConceptDraw PRO using the Seven Management and Planning Tools solution, and demonstrate the solution's capabilities and the results you can achieve using this solution.

All source documents are vector graphic documents. They are available for reviewing, modifying or converting to a variety of formats (PDF file, MS PowerPoint, MS Visio, and many other graphic formats) from the Solution Park, for all users who have installed Seven Management and Planning Tools solution.

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.

Affinity Diagram — Implementing Continuous Process Improvement

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.

Relations Diagram — Health Care

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.

Prioritization Matrix — Health Care Problems

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.

Root Cause Analysis Tree Diagram — Personal Problem Solution

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.

Involvement Matrix — Sales

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.

PERT Chart — Sales

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!

Risk Diagram — Health Care

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Planing tools

Inside

Seven Management and Planning Tools Solution for Microsoft Windows

What I Need to Get Started

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 Solution Browser.

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:

Step 2. Create your own documents

Create your own documents using one of the provided templates.

  • Affinity Diagram
    Affinity Diagram input in Management Area in ConceptDraw MINDMAP.
  • Relations Diagram
    Relations Diagram input in Management in ConceptDraw MINDMAP.
  • Prioritization Matrix
    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.
  • Involvement Matrix
    Action Involvement Matrix Template in Seven Management and Planning Tools Category of ConceptDraw PRO Template Gallery.
  • PERT Chart
    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

Affinity Diagram
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?
  1. Use “Affinity Diagram” input template in ConceptDraw MINDMAPAffinity Diagram input template
  2. Brainstorm and collect all factors affecting the problemBrainstorm and Collect
  3. Organize items into a mind map tree structure that reflects the problem’s compositionOrganize Items
  4. Use Output “Affinity Diagram” to create a diagram from mind mapOutput Affinity Diagram

Relations Diagram
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?
  1. Use “Relations Diagram” input template in ConceptDraw MINDMAPRelations Diagram Input Template
  2. Brainstorm and collect all factors affecting problemBrainstorm and Collect
  3. Select all items and drag-drop them on the Main topic
  4. Create links between factors using the ConceptDraw MINDMAP relations featureCreate links between factors
  5. Use Output “Relations Diagram” to create a Relations Diagram from your mind map. You are now ready to define factors-driversand factors-indicators Output Relations Diagram

Prioritization Matrix
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
  1. Create new Document using “Prioritization Matrix” template in ConceptDraw PROCreate new Document using Prioritization Matrix
  2. Enter criteria, factors, and rank factors Enter factors and rank
  3. Select three of the highest priority factors to work withSelect factors

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
  1. Use “Root Cause Diagram” input template in ConceptDraw MINDMAPRoot Cause input template
  2. Create a mind map of root cause analysis tree Create factors tree
  3. Apply appropriate topic types to topics of factors, causes and corrective actionsMark factor, root cause, corrective action
  4. Use Output “Root Cause Diagram” to create a diagram from ConceptDraw MINDMAPCreate Diagram from ConceptDraw MINDMAP

Involvement Matrix
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
  1. Create new Document using “Person Involvement Matrix” template in ConceptDraw PROCreate new Document
  2. Enter corrective actions and roles Enter potential team members
  3. Specify involved people and groups Specify roles for team members

PERT Chart
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
  1. Open a new schedule document in ConceptDraw PROJECT
  2. Enter all corrective actions, set start and finish dates, connect the actions by logical linksEnter required tasks for project completion
  3. Go to File → Sharing. Select “PERT Chart” Create a PERT chart in ConceptDraw PRO
  4. Use “PERT Chart” output to generate a PERT chart in ConceptDraw PROGenerate PERT chart

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
  1. Use “Risk Diagram” input template in ConceptDraw MINDMAPPDPC chart input template
  2. Copy all corrective actions from ConceptDraw PROJECT schedule document, and paste into the mind map as actions treeCreate task tree
  3. Add subtopics of risks to terminal topics of corrective actionsList risks for branch tasks
  4. Add subtopics of preventive actions to topics of risksEnter countermeasure
  5. Use built-in template topic types “Risk” and “Preventive Action”Built-in template topic types
  6. Create Risk Diagram in ConceptDraw PRO by selecting the “Risk Diagram” output in ConceptDraw MINDMAPCreate PDPC diagram in ConceptDraw PROCreate PDPC diagram in ConceptDraw PRO