Kepner-Tregoe Matrix

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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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Kepner-Tregoe Problem-solving Special Interest Group.

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Forum discussions about Kepner-Tregoe Problem-solving. Below you can ask a question about this topic, share your experiences, report a new development, or explain something.

🔥 Recent Developments in Kepner Thinking and Tools
Here's some further background on Dr. Charles (Chuck) Kepner and recent developments. Dr. Kepner and some of the consultants working with the traditional Kepner processes started to experience that t...

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Best Practices

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Expert Tips

Advanced insights about Kepner-Tregoe Problem-solving. Here you will find professional advices by experts.


An 8-Step Root Cause Analysis (RCA) Process

Applying Root Cause Analysis
In an article, Roger Shaw mentions the following 8-stage Root Cause Analysis Process: 1. Preserve the site and evidence...

The 5 Whys Method. Definition and How to Apply

Alternative to RCA
Definition The 5 Whys Method was pioneered by Sakichi Toyoda and lately developed by the architect of Toyota Production...

Leading RCA Activities

Should one ask: Why? or What?
The reference to RCA leads to the conclusion that a completed RCA is the compilation of stakeholder views of "why" a sit...

4 Steps in Root Cause Analyses

Root Cause Analysis Process
One can identify four steps in Root Cause Analyses. These steps are listed below: 1. Data Collection: the analysis of a...

Root Cause Analysis Categories

Understanding Root Cause Analysis
5 schools of RCA could be distinguished depending on their origin: 1. SAFETY-BASED RCA descends from the fields of acci...

3 Potential Categories of Root Causes

Root Cause Analysis
Latino and Latino consider in a 1999-paper called 'Root Cause Analysis – Improving Performance for Bottom Line Results' ...

8-D Problem Solving Process

Team-oriented method
The 8-D problem solving process, is a team-oriented method of problem solving. It applies process and statistical tools ...
Information Sources

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Introduction Into Kepner-Tregoe: Processes and Steps

This presentation is an introduction into Kepter-Tregoe and includes the following sections: 1. Development of Kepter-T...

Kepner-Tregoe Process (2nd part)

Kepner-Tregoe Process
Summary explanation of the Kepner-Tregoe® approach as applied to the Oregon Industrial Site Certification Program. Part ...

Kepner-Tregoe Process (1st part)

Kepner-Tregoe Process
Summary explanation of the Kepner-Tregoe® approach as applied to the Oregon Industrial Site Certification Program. Part...

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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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