Kepner-Tregoe Matrix

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Consciously, step-by-step approaching complex decision-making method. Explanation of Kepner-Tregoe Matrix.

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  1. Summary
  2. Forum
  3. Best Practices
  4. Expert Tips
  5. Resources
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What is the Kepner-Tregoe Matrix? Description

The Kepner-Tregoe Matrix™ is a special, well-orchestrated, synchronized and documented Root Cause Analysis and decision-making method.

It is a conscious, step-by-step approach for systematically solving problems, making good decisions, and analyzing potential risks and opportunities. It helps you maximize critical thinking skills, systematically organize and prioritize information, set objectives, evaluate alternatives, and analyze impact.


The Kepner-Tregoe analysis provides assistance with unbiased decision-making. It is a structured methodology for identifying and ranking all factors critical to the decision. As a tool, this process is used primarily because it limits conscious and unconscious biases that tend to track a decision away from its primary objectives. This methodology can be applied to nearly all decisions ranging from product marketing to site selection.
The user of Kepner-Tregoe analytics comprehensively evaluates alternative courses of action to optimize the ultimate results based on explicit objectives.


Kepner-Tregoe approach to decision analysis. Steps

  1. Prepare a decision statement having both an action and a result component.
  2. Establish strategic requirements (Musts), operational objectives (Wants), and restraints (Limits)
  3. Rank objectives and assign relative weights.
  4. Generate alternatives.
  5. Assign a relative score for each alternative on an objective-by-objective basis.
  6. Calculate a weighted score for each alternative and identify the top two or three.
  7. List adverse consequences for each top alternative and evaluate probability (high, medium, low) and severity (high, medium, low).
  8. Make a final, single choice between top alternatives.

Book: Charles H. Kepner and Benjamin B. Tregoe - The New Rational Manager -

Book: Dean L. Gano a.o. - Apollo Root Cause Analysis -


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Best Practices - Kepner-Tregoe Matrix Premium

Expert Tips - Kepner-Tregoe Matrix Premium
 

An 8-Step Root Cause Analysis (RCA) Process

In an article, Roger Shaw mentions the following 8-stage Root Cause Analysis Process:
1. Preserve the site and evidence as far as possible. In ot...
Usage (application): Applying Root Cause Analysis
 
 
 

The 5 Whys Method. Definition and How to Apply

Definition
The 5 Whys Method was pioneered by Sakichi Toyoda and lately developed by the architect of Toyota Production System Taiichi Ohn...
Usage (application): Alternative to RCA
 
 
 

Leading RCA Activities

The reference to RCA leads to the conclusion that a completed RCA is the compilation of stakeholder views of "why" a situation occurred.
One can ...
Usage (application): Should one ask: Why? or What?
 
 
 

4 Steps in Root Cause Analyses

One can identify four steps in Root Cause Analyses. These steps are listed below:
1. Data Collection: the analysis of an event through dat...
Usage (application): Root Cause Analysis Process
 
 
 

Root Cause Analysis Categories

5 schools of RCA could be distinguished depending on their origin:
1. SAFETY-BASED RCA descends from the fields of accident analysis and occupati...
Usage (application): Understanding Root Cause Analysis
 
 
 

3 Potential Categories of Root Causes

Latino and Latino consider in a 1999-paper called 'Root Cause Analysis – Improving Performance for Bottom Line Results' that causes of problems can be...
Usage (application): Root Cause Analysis
 
 
 

8-D Problem Solving Process

The 8-D problem solving process, is a team-oriented method of problem solving. It applies process and statistical tools as its basis:
- Process t...
Usage (application): Team-oriented method
 
 

Resources - Kepner-Tregoe Matrix Premium

Introduction Into Kepner-Tregoe: Processes and Steps

This presentation is an introduction into Kepter-Tregoe and includes the following sections:
1. Development of Kepter-Tregoe. History
2. Fou...
Usage (application): Kepner-Tregoe
 

Kepner-Tregoe Process (2nd part)

Summary explanation of the Kepner-Tregoe® approach as applied to the Oregon Industrial Site Certification Program. Part 2.
● Must Criteria ...
Usage (application): Kepner-Tregoe Process
 

Kepner-Tregoe Process (1st part)

Summary explanation of the Kepner-Tregoe® approach as
applied to the Oregon Industrial Site Certification Program. Part 1....
Usage (application): Kepner-Tregoe Process
 
 

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Compare with: Root Cause Analysis  |  Theory of Constraints  |  Brainstorming  |  Crisis Management  |  Scenario Planning  |  Game Theory  |  Real Options  |  Dialectical Inquiry  |  Analogical Strategic Reasoning  |  RACI  |  Cause and Effect Diagram


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