converge · Decision Making · 30–60 min · 2-10 people · low energy
Decision Matrix
The Decision Matrix helps teams make complex choices by systematically evaluating options against weighted criteria. It brings clarity and objectivity to the decision-making process, ensuring that important factors are considered.
When to use Decision Matrix
Use this method when a team needs to choose between several options and multiple factors influence the decision. It's particularly useful when there's no clear 'best' choice and a structured approach is needed.
What it solves
Difficulty prioritizing options when faced with competing priorities and subjective opinions.
How to run Decision Matrix, step by step
- Define the decision to be made. (5 min)
- List all viable options to be considered. (10 min)
- Identify the key factors or criteria that are important for the decision. (10 min)
- Score each option against each factor using a consistent scale (e.g., 1-5, with 5 being the best). (15 min)
- Assign weights to each factor to reflect its relative importance. The sum of all weights does not need to equal any specific number. (10 min)
- Calculate the weighted score for each option by multiplying its score for each factor by the factor's weight, then summing the weighted scores. (10 min)
- Select the option with the highest total weighted score.
Materials needed
- Whiteboard or large paper
- Markers
- Spreadsheet software (optional)
- Online collaboration tool (for remote sessions)
Facilitator tips
- Ensure that all team members understand the scoring scale and weighting process.
- Encourage open discussion about the rationale behind scores and weights.
- Be prepared to facilitate debate and resolve disagreements.
Common pitfalls
- Subjectivity in scoring can still influence the outcome. To avoid this, encourage teams to use data and evidence to support their scores.
- Overcomplicating the matrix with too many factors can lead to analysis paralysis. Focus on the most critical factors.
Variations
- Use a different scoring scale (e.g., 1-3, 1-10).
- Involve stakeholders in the scoring and weighting process.
- Use a sensitivity analysis to test how changes in scores or weights affect the outcome.
Running it online or hybrid
Use a shared spreadsheet or online whiteboard tool like Miro or Mural to create and populate the matrix collaboratively.
What it produces
A completed decision matrix with options ranked by score.
Origin
Adapted from Untools — source
Build a session around Decision Matrix
METODIC places Decision Matrix inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.