1. © Tesseract Management Systems / Managing by Design / 2002 - 1 QUADRANT CHARTS This set of slides provides an overview of the Quadrant Chart method of reporting, and how it works. Please do not attempt to use these slides as part of a presentation until you have read and fully understood the relevant sections of ‘Managing by Design’, you know how each slide builds, and you are clear on the points you wish to make with them

2. © Tesseract Management Systems / Managing by Design / 2002 - 2 QUADRANT CHARTS Quadrant Chart Reporting Trend How are we faring against target? Analysis What is at the root of our performance issues? Actions What is our plan for correcting things? Making the management thinking process visible! Performance What are our critical success factors?

3. © Tesseract Management Systems / Managing by Design / 2002 - 3 Performance 4 or 5 key performance criteria: From QFD relationships? From Customer discussions? From analysis of the critical aspects of your process? Clearly Identifying Measurement Units Current Target Current Performance Quadrant Chart Reporting PerformanceTrend AnalysisActions

4. © Tesseract Management Systems / Managing by Design / 2002 - 4 TREND Shows trend of key performance measures: Start point Forecast Performance Actual Performance Helps identify issues: Rate of progress Level of control Confidence in achieving target Quadrant Chart Reporting PerformanceTrend AnalysisActions

5. © Tesseract Management Systems / Managing by Design / 2002 - 5 ANALYSIS Applies to issues from top two boxes: Where performance is below target Where trend is adverse, unstable or insufficient to meet target Demonstrates degree of intelligence being applied to resolving problems: Problem definition Root causes Quadrant Chart Reporting PerformanceTrend AnalysisActions

6. © Tesseract Management Systems / Managing by Design / 2002 - 6 ACTIONS Identifies planned actions to correct trend and performance problems: Focused on current analysis Demonstrates that matter is in hand Clearly establishes: Action Timescales Responsibility Quadrant Chart Reporting PerformanceTrend AnalysisActions

7. © Tesseract Management Systems / Managing by Design / 2002 - 7 MANAGEMENT PROCESS Indicator of professional management Shows what is being managed (and what is not?) Provides confidence to avoid interference Communicates the essentials If you are following the management process anyway, the quadrant chart is easy to produce Quadrant Chart Reporting PerformanceTrend AnalysisActions