Kepner-Tregoe Matrix

1. DESCRIBE THE EVENT in a clear manner so it can be understood by everyone.

2. PRODUCE AN EMPTY MATRIX of six rows by four columns. Fill the headings of the 4 colums with the following: "performance shortcoming," "is," "is not," and "distinction." Below the top row, fill the row headings of the rows with the following: "what occurs, what objects are affected?," "where does the problem occur?", "when does the problem occur?", "extent of shortcomings?", and "who is involved?"

3. RECORD THE PROBLEM OR EVENT under analysis in the upper left-hand corner of the matrix.

4. DESCRIBE WHAT DID OR DOES OCCUR using the "is" column. Determine the objects affected and what specifically occurs. Determine the location of the event. Determine when the event occurs, whether it has recurred, whether it happens in conjunction with any other events, and any patterns observed.

5. DETERMINE THE EXTENT OF THE PROBLEM. Think about how many objects had problems and how many problems each object had. Determine the severity of the problems.

6. DETERMINE WHO is involved in the event. However, ensure that this step does not assign blame.

7. IDENTIFY CIRCUMSTANCES that could occur but do not recur using the "is not" column.

8. Examine the "is" and "is not" columns to IDENTIFY WHAT IS DIFFERENT OR UNUSUAL about events where the problem exists versus where it is absent ("is" versus "is not"). Record your observations in the "distinctions" column.

9. FOR EACH DISTINCTION DETERMINE whether it relates to a known change. Examine how the change could have caused the problem. Record all possible causes.

10. TEST ALL POSSIBLE CAUSES BY DETERMINING whether the each item in the "is" and "is not" columns can be explained by the cause. The most likely cause explains every aspect of the problem.

11. PLAN AN EXPERIMENT TO VERIFY THE CAUSE(S) identified, if possible.