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Seven Management and Planning Tools

This solution extends ConceptDraw DIAGRAM 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 a few samples that you see on this page which were created in the ConceptDraw DIAGRAM 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 DIAGRAM users to get installed and used while working in the ConceptDraw DIAGRAM diagramming and drawing software.

Example1: Affinity Diagram — Implementing Continuous Process Improvement

The seven tools in this solution are closely linked and assist the user in problem solving and analysis. This affinity diagram shows a brief overview of some potential sales problems.

Affinity diagram

Example 2: Relations Diagram — Health Care

The second example looks a little deeper, and shows an example of how the problems outlined previously can relate to each other.

Relations Diagram

Example 3: Prioritization Matrix — Sales

Once you’ve identified the problems, it’s a good idea to order them in regards to importance and frequency. This matrix gives you the ability to turn theory into quantifiable data.

Prioritization Matrix

Example 4: Root Cause Analysis Tree Diagram — Personal Problem Solution

With a root cause identified, you can work on causation, and solutions to implement that will address this problem. Problems and solutions are displayed side by side to help when analyzing.

Root Cause Analysis Tree Diagram

Example 5: Involvement Matrix — Sales

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

Example 6: PERT Chart — Sales

A PERT Chart gives you a timeline for an entire process. The critical path on this example is highlighted in red.

PERT Chart

Example 7: Risk Diagram — Health Care

With all the information gathered from the previous diagrams and tools, it’s possible to create an overall risk diagram. Together, these solutions help you identify and act on any issues that might arise in your business.

Risk Diagram



Planing tools

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 Business Productivity area of ConceptDraw Solution Park. Install the solution on your computer, using ConceptDraw STORE.

How to install

Download and install ConceptDraw Office and ConceptDraw STORE.
Install “7 Management and Planning Tools” solution using ConceptDraw STORE.

Step 1. Explore the examples of the downloaded solution

Open ”Management“ category in ConceptDraw DIAGRAM 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 Business Productivity Area in ConceptDraw MINDMAP
  • Relations Diagram
    Relations Diagram input in Business Productivity Area in ConceptDraw MINDMAP
  • Prioritization Matrix
    Prioritization Matrix Template in Management Category of ConceptDraw DIAGRAM Template Gallery.
  • Root Cause Analysis Tree Diagram
    Root Cause Analysis Tree Diagram input in Business Productivity Area in ConceptDraw MINDMAP
  • Involvement Matrix
    Action Involvement Matrix Template in Management Category of ConceptDraw DIAGRAM Template Gallery.
  • PERT Chart
    PERT Chart output plugin in ConceptDraw PROJECT Reports.
  • Risk Diagram (PDPC)
    Risk Diagram input in Business Productivity Area in ConceptDraw MINDMAP
Step 3. Present Results

Present your work results. Use ConceptDraw DIAGRAM, ConceptDraw MINDMAP Presentation mode, or MS PowerPoint:

  • Display presentation in ConceptDraw DIAGRAM 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 MINDMAP Affinity 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 MINDMAP Relations 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 DIAGRAM Create 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 MINDMAP Root 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 MINDMAP Create 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 “Action Involvement Matrix” template in ConceptDraw DIAGRAM Create 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 DIAGRAM
  4. Use “PERT Chart” output to generate a PERT chart in ConceptDraw DIAGRAM Generate 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 MINDMAP PDPC 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 DIAGRAM by selecting the “Risk Diagram” output in ConceptDraw MINDMAP Create PDPC diagram in ConceptDraw DIAGRAM Create PDPC diagram in ConceptDraw DIAGRAM


Benefits: The “7 Management and Planning Tools” solution implements well-known methodologies for problem analysis and solving. Different products from the ConceptDraw Office suite contribute towards the complete solution for the methodologies used in this solution set. ConceptDraw Office provides visual communication support during each stage of this comprehensive solution set.

Objective: Provide comprehensive tools for problem analysis.

Solution Purpose: Assists in the solving of common business problems by using a step-by-step methodology for problem identification, analysis, planning of corrective actions to solve a problem and preventive actions to address risks.

Intended For: This comprehensive solution set is intended for managers in any size company, who are looking for tools to address issue management. The 7 MP solution is intended for business consultants, trainers and coaches to assist in visualization of different problem solving methodologies.

Products and Methods: ConceptDraw MINDMAP is used for structuring and analyzing information. ConceptDraw PRO is used to generate ready-for-presentation documents and diagrams. ConceptDraw PROJECT is a powerful, professional tool for project planning and PERT chart generation.

Seven Management and Planning Tools

Solution Reference

Use 7 MP Tools for step-by-step analysis of problems and to plan corrective actions.

Problem analysis: structure problem affecting factors, analyze their cause and effect relations, highlight factor drivers and indicators, prioritize factors using ranking by criteria set, analyze factor root causes and develop corrective actions.

Action planning: define people and groups involvement in corrective actions by roles, identify logical sequences of scheduled actions and critical path of problem solving, identify possible risks of action plan and propose preventive actions.

Use visual communication during all steps of issue management to improve understanding and gain team involvement.

Toolbox 1. Identify and Structure Factors

Use the Affinity diagram to collect and structure factors that impact on a problem.

Tasks Actions Products
Start new document using appropriate template In ConceptDraw MINDMAP use ”Affinity diagram“ input MM
Collect all factors affecting a problem Use brainstorming mode to identify factors, collect all input and place in a mind map MM
Create factor tree Organize factors using ConceptDraw tree structure MM
Create Affinity diagram Use output “Affinity diagram” to create diagram MM, PRO
Toolbox 2. Analyze Factors Relations

Use the Relations diagram to create a relations factors map and to identify which factors are “drivers” and “indicators”.

Tasks Actions Products
Start new document using appropriate template In ConceptDraw MINDMAP use “Relations diagram” input MM
Collect all factors affecting a problem Start brainstorm mode, add identified factors to map, collect all input and place in a mind map MM
Denote factors relations Use the ConceptDraw relations functionality to show relations between factors MM
Create Relations diagram Use output “Relations diagram” to create a diagram, use diagram to identify “drivers” and “indicators” MM, PRO
Toolbox 3. Create Prioritization matrix

Use the Prioritization matrix to define factor priority.

Tasks Actions Products
Start new document using appropriate template In ConceptDraw PRO open Prioritization matrix template PRO
Rank factors Enter factors and criteria in table, rank factors PRO
Toolbox 4. Root cause analysis (RCA) tree diagram

Use the Root cause analysis (RCA) tree diagram to perform visual root cause analysis.

Tasks Actions Products
Start new document using appropriate template In ConceptDraw MINDMAP use the “Root cause analysis tree diagram” input MM
Create root cause analysis tree Use mind map structure for organization/ use topic types: factor, cause, corrective action MM
Create Root cause analysis (RCA) tree diagram Use output “Root cause analysis tree diagram” to create diagram MM, PRO
Toolbox 5. Involvement matrix

Use the Involvement matrix to specify roles and responsibilities of actions in problem solving.

Tasks Actions Products
Start new document using appropriate template In ConceptDraw PRO open “Action involvement matrix”  template PRO
List corrective actions and roles, then specify involved people and groups Enter corrective actions and roles, identify and enter involved people and groups PRO
Toolbox 6. PERT chart

Create the PERT chart to work with action order, and rework actions to reduce critical path length.

Tasks Actions Products
Start new schedule document In ConceptDraw PROJECT create new schedule document PRJ
Enter actions in the schedule Enter actions in the schedule, set start and finish dates, and logical links between actions PRJ
Create PERT chart Use plugin “PERT chart” to generate PERT chart in ConceptDraw PRO PRJ, PRO
Toolbox 7. Risk diagram (PDPC)

Analyze problem solving risks and propose preventive actions.

Tasks Actions Products
Start new document using appropriate template In ConceptDraw MINDMAP use “Risk diagram” input MM
Create problem solving action plan tree, add risks and preventive actions From ConceptDraw PROJECT action plan schedule copy all actions into mindmap to create action plan tree, then add topics of risks and preventive actions; use topic types “Risk” and “Preventive action” MM
Create Risk diagram Use output “Risk diagram” to generate Risk diagram in ConceptDraw DIAGRAM MM, PRO

Solution Functional Overview


The solution Seven Management and Planning Tools assists in problem analysis and development of a solution path by using a set of problem solving methodologies. The Seven Tools solution provides a complete cycle to address problems; from analysis and search for root causes, to leveling factors in risk assessment.


The solution implements the methodology of Seven Management and Planning Tools. The scenario of problem solving process consist of two stages:

  1. Problem Analysis
  2. Corrective Action Planning

Seven Management and Planning Tools 2 stages

The methodology stages included in  this solution are: Affinity diagram, Relations diagram, Root cause analysis tree diagram, Prioritization matrix, Involvement matrix, PERT chart and Risk diagram (PDPC).

The software tools of the solution:

  • ConceptDraw MINDMAP  — idea structuring, mind mapping and brainstorming software for team work.
  • ConceptDraw PROJECT — project planning and management software.
  • ConceptDraw DIAGRAM  — software for visual representation of process results in the form of diagrams, schemes, illustrations and presentations.


AFFINITY DIAGRAM, Gather and structure factors
Tasks Actions Products
Affinity diagram input Affinity diagram input template MM
Affinity diagram output Output plug-in for creating Affinity diagram MM
Affinity diagram, library of graphic objects Collection of graphic objects, used for creating Affinity diagram manually, and also by using a plug-in PRO
Affinity diagram template ConceptDraw PRO template for drawing Affinity diagram PRO
Business expansion Affinity diagram sample PRO
Implementing continuous process improvement Affinity diagram sample PRO
Personal activity Affinity diagram sample PRO
RELATIONS DIAGRAM, factors analysis, factors relations
Tasks Actions Products
Relations diagram input plug-in Relations diagram input template MM
Relations diagram output plug-in Output plug-in for creating Relations diagram MM
Relations diagram, library of graphic objects Collection of graphic objects, used for creating Relations diagram manually, and also by using a plug-in PRO
Relations diagram template ConceptDraw PRO template for drawing Relations diagram PRO
Health Care Relations diagram sample PRO
Sales process Relations diagram sample PRO
Tasks Actions Products
Prioritization matrix template ConceptDraw DIAGRAM template for creating Prioritization matrices PRO
Prioritization matrix.cdl, library of graphic objects Collection of graphic objects, used for creating Prioritization matrices PRO
Sales activity Prioritization matrix sample PRO
Opportunity prioritization matrix Prioritization matrix sample PRO
Tasks Actions Products
Root cause analysis tree input plug-in Root cause analysis tree diagram input template MM
Root cause topic types Topic types used for Root cause analysis tree diagram — “problem, cause, solution” MM
Root cause analysis tree diagram output plug-in Output plug-in for creating Root cause analysis tree diagram MM
Root cause analysis tree diagram , library of graphic objects Collection of graphic objects, used for creating Root cause analysis tree diagram manually, and also by using a plug-in PRO
Root cause analysis tree diagram template ConceptDraw DIAGRAM template for creating Root cause analysis tree diagram PRO
Manufacturing problem solution Root cause analysis tree diagram sample PRO
Personal problem solution Root cause analysis tree diagram sample PRO
Sale problem solution Root cause analysis tree diagram sample PRO


INVOLVEMENT MATRIX Define participants involvement
Tasks Actions Products
Involvement matrix template ConceptDraw PRO template for creating Involvement matrix PRO
Involvement matrix-2 template ConceptDraw DIAGRAM template for creating Involvement matrix 2 PRO
Involvement matrix, library of graphic objects Collection of graphic, used for creating involvement matrix PRO
Distribution of responsibilities Involvement matrix sample PRO
Project participants involvement Involvement matrix sample PRO
Sale problem solution Involvement matrix sample PRO
SEPP program roles and responsibilities Involvement matrix sample PRO
Central statistical office Involvement matrix sample PRO
Tasks Actions Products
PERT output plug-in ConceptDraw PROJECT 6 output plug-in for creating project PERT chart. PRJ
PERT, library of graphic objects Collection of graphic objects, used for creating a PERT chart manually, and also by using a plug-in PRO
PERT template ConceptDraw PRO template for creating PERT charts PRO
Project Management PERT chart sample PRO
Request for proposal (RFP) PERT chart sample PRO
Sale problem solution PERT chart sample PRO
Tasks Actions Products
Risk diagram (PDPC) input plug-in Process decision program chart input template MM
Risk diagram topic types Topic types used in Risk diagram — “risk, countermeasure” MM
Risk diagram output plug-in Output plug-in for creating PDPC diagram MM
Risk diagram (PDPC) template ConceptDraw PRO template for creating PDPC diagrams PRO
Risk diagram (PDPC), library of graphic objects Collection of graphic objects in single package. Used for PDPC chart manually, and also by using a plug-in PRO
Minimization of Material Wastage Risk diagram sample PRO
Personal Activity Risk diagram sample PRO
Health Care Risk diagram sample PRO

Manage Problem Solving Using “Seven Management and Planning Tools”

In management practice, we regularly face problems which have no clear answers, and the causes of these problems need to be intensely researched before we can make any final decisions. These are complex and stressful situations for managers. In ConceptDraw Solution Park we have collected seven well-known tools that have a long history in management, and they are used in many different industries.

When we were researching these tools for an addition to ConceptDraw Solution Park, we found that they were often used at different stages of the same process for complex problems. As we applied these tools to different stages of the overall process of solving management problems, we started developing a great set of visual software tools for ConceptDraw which can increase productivity at every stage of problem-solving.

Finally, we organized these tools to maximize their problem-solving power in a step-by-step methodology pack that improves management collaboration because of the excellent communication characteristics inherent in these tools. The Seven Management and Planning Tools (7 Tools) helps management work more effective by facilitating improved communication for all members of the team as changes are made.

What Makes a Problem Complex and How Do the 7 Tools Help?

A complex problem is one that includes many unclear factors, such as unknown impacts, unidentified limitations, changing circumstances, and many potential outcomes. Such problems often occur in quality improvement, innovative opportunity development, and the gut-wrenching panic of crisis situations.

Because of the high-impact nature of these complex problems, there is a need for special tools to organize the necessary research work and decision-making activity, especially because this often involves many individuals who are working on the action plan. Organizing teamwork is critical for success when you deal with complex problems. Visual communication of problem status and potential resolutions provides many benefits for effective teamwork.

The Seven Management and Planning Tools are a set of such tools for investigating complex problems. These tools are exemplary at organizing research, parsing complex problems, providing a structure for the details, helping managers make decisions, and organizing effective communications in a visual manner that keeps everyone involved.

Why is the 7 Tools Approach Beneficial?

The primary benefit of using the Seven Management and Planning Tools is saving time in teamwork collaboration while simultaneously producing presentation material for an action plan, building a clear message, and producing comprehensive reporting.

  • The Action Plan. At the end of your process after applying the Seven Management and Planning Tools, we obtain a well-thought out and positioned management plan
  • The Clear Message. Problem and solution are properly packaged so that they can be broadcast to all participants who are assigned to a problem. It is in solving quality issues, creating ground-breaking innovations, organizing a production process, or major company changes where it is necessary to provide a clear and well-structured message to all parties. This saves time because creating a message happens almost automatically as a result of the decision-making process
  • The Report. Everyone who is involved in the process of solving the problem needs to see a visual record of the steps that were developed to address the problem of quality, the elimination of defects, or the process of change management
Organizing Teamwork

To explore a complex problem, it is necessary to identify possible solutions and then develop a plan of action. Diagrams that visually explain the stages of researching the problem can help find the structure of the problem, and then determine what tasks need to be solved. In general, managers need to accurately determine the actions, identify the priorities, and then execute the plan with minimal interruptions.

Teamwork — as it relates to communication on large and complex problems—is the most effective when each participant clearly understands which stage of solving a problem is going on currently.

How Does It Work?

In practice, the management team makes a decision on a problem in two stages. The first stage is problem analysis and the second stage is action planning. During the analysis of a problem, one develops a large list of first causes and possible actions. From planning comes an action plan, a list of risks and potential countermeasures.

During these two stages occurs the problem of parsing and recording details in the form of visual diagrams. Possible actions and a new action plan are then created using related diagrams. These diagrams describe the detailed decisions the team makes as they work toward resolution.

Using visual diagrams keeps ideas clear and is very effective when discussing the problem and a description of the solution. Visual diagrams can replace a tremendous amount of text, and often the message is easier to understand. They are great at helping to quickly see what stage of the problem-solving effort is currently underway. Diagrams save time by simplifying communication and adding valuable structure the problem-solving process.

We start with brainstorming for proper analysis of any problem. This form of data input gives us a picture of the scale of the problem. We list all of the factors affecting the problem. Usually there are 40 to 100 topics that come to mind in discussions on quality improvement, events, changes, or decision-making.

Visually, Step by Step

Stage by stage, we use visual tools to move toward solving the problem at hand:

  1. Affinity diagram. This is a grouping and structuring of factors that impact on a problem.

    Here we structure factors by groups. Then, give each group a name.

    Affinity diagrams show the structure of large, complex factors that impact the problem, dividing them into smaller and simpler pieces. Affinity diagrams do not show a causal relationship between the factors. This chart is designed to prepare the data for further analysis of cause-effect relationships. The typical size of an affinity diagram is 40-50 topics in a chart.

  2. Interaction diagram*. This diagram identifies causal relationships.

    Determine what factors are causes and which factors are effects. Factors that are causes are called “Drivers”, the results of factors called “Indicators”. Indicators help establish KPIs to monitor changes and the effectiveness of corrective actions in resolving the problem.

    * This diagram is also known as a Relations diagram and the identification process known as a Cause-and-Effect Analysis.

  3. Prioritization matrix. This diagram ranks the drivers’ factors to determine priority.

    The Prioritization matrix ranks the driver factors using a set of criteria. It identifies the factors of the first priority for analysis of possible corrective actions. It assesses the weight of each factor for each criterion and specifies it in the Prioritization matrix. The total sum of weights for a factor’s criteria indicates its priority.

  4. Root cause analysis tree diagram. This diagram is for Root cause analysis (RCA).

    Analyze the root causes for factors that influenced the problem.

    This diagram is constructed separately for each highly prioritized factor. The goal of this is to find the root causes for the factor and list possible corrective action. The diagram shows the structure of causes for factor and possible corrective action. The Diagram is then used for further formulation of potential actions.

  5. Involvement matrix. This diagram identifies participants who are involved in corrective actions.

    The Involvement matrix is constructed for all highly prioritized corrective actions. It defines the participants and their roles.

    The matrix displays all of the parties involved, defines their level of involvement, and the nature of their participation.

    This diagram uses symbols to assign who participates, performs, consults, should be informed, checks the work, and accepts the results. The Involvement matrix can identify the distribution of responsibilities and identify roles in a group or team. This matrix can be used company wide.

  6. PERT chart*. This diagram identifies and builds the schedule of actions.

    This diagram is constructed as part of the process in creating a schedule of corrective actions. The PERT chart shows the logical connections and consequence of tasks to be performed. It displays the time period for problem solving and the implementation of all activities through the critical path.

    * This diagram is also known as a Precedence diagram or a Project network diagram.

  7. Risks diagram*. This diagram identifies possible risks in accomplishing corrective actions.

    With the Risks diagram, one analyzes each action separately in a tree of all actions and develops a preventive action in response of each potential obstacles or circumstances which may be a risk.

    This diagram determines the risks that corrective action may have if not performed correctly. Also, it helps work out descriptions for preventive actions at the level of execution.

    * This diagram is also known as a Process decisions program chart (PDPC).

Benefits and Applicability of the 7 Tools

As you can see, the 7 Tools set can be of tremendous help to management. The 7 Tools simplify the different steps of problem-solving in a way that is easy to understand and to communicate to others.

As powerful as these tools are, many times you will find that one tool is enough—that you will only need to create that one diagram to help structure a particularly difficult aspect of your problem. This enables you to make your problem-solving a very efficient and organized process, while only producing the most critical visual documents.

Skilled use of these diagrams makes collaborative teamwork both more engaging and more effective. The decisions that are made during these discussions and well-documented and, because of the polished look of the diagrams, are ready for presentation.

The 7 Tools are also excellent for making presentations on status updates and final results of your problem-solving process. Because of the flexibility of ConceptDraw, presentations to team members, managers, and stakeholders can be given from your diagrams in 5-10 minutes. These presentations provide a full overview of your complex problem, showing both high-level general view and a detailed view of the initial problem as well as the steps taken to solve it. It is easy to see structured plan and the results with these 7 types of charts. These tools communicate your process to team members and stakeholders in a way that is both clear and easy to understand.

Recommendations for Using the 7 Tools

Do I have to use all of the tools in order?

No, not necessarily. These tools are quite versatile. Since you can use them in a different order, the options for applying these tools are much more numerous. In practice, groups of factors may not require all 7 stages. So the team can use a separate chart, depending on the desired stage of solving the complex problem.

Is it necessary to do a quantitative assessment?

It is highly recommended. Making quantitative assessments in the diagrams makes the work on the diagrams quite specific. This is not mandatory, but provides a much clearer picture of the team’s tasks specifics.

If there are fewer than 40 factors, should I still use these tools?

The 7 Tools permit you to explore the complexity of the problem, to create a detailed view, and to assess the number of skills that are required. Using a small number of factors develops a detailed understanding of a problem’s complexity and helps build a proven demand for resources (human, material, or otherwise). This lets you explain the involvement of participants who are critical for overall success.

We are a team of managers who want to improve the effectiveness of using visual communication. What do we do?

Advice for improving visual communication:

Always draw your thoughts and ideas while brainstorming. Draw thoughts. Draw processes. Draw ideas and concepts. Use ConceptDraw DIAGRAM or ConceptDraw MINDMAP to help you capture what you think.

How visual communication improves your team’s efficiency:

problem-solving process which is diagrammed with the 7 Tools can be read and understood more quickly and easily by others. This helps others get up to speed on the process, join the discussion, and start contributing other possible solutions.

With 7 Tools, the different diagrams are described and arranged in a logical way so that it is easy to see which diagram is appropriate for any given stage of the problem-solving process.

Why is it important to draw ideas and solutions?

Teamwork requires a high level of organization. Each team member needs a clear view on how the problem-solving workflow is organized to reach a solution. Utilizing the 7 Tools is a very effective and efficient way of accomplishing this.

Also, at each stage, new ideas and details are often revealed, and these need to be documented. These new details can have a large impact on your results and should be taken into consideration. Therefore, it is important to allow all team members to see a big picture view of the entire problem-solving progress.