Tool 27: Checkerboard Method

AKA

Checkerboard Diagram

Classification

Idea Generating (IG)

Tool description

The checkerboard method uses an interrelational matrix to plot interrelationships or the effects of various factors on one another. By combining possible concepts, features, and capabilities, powerful combinations of (or ideas for) feasible new products and services are produced.

Typical application

• To generate ideas for new products and services.

• To increase team creativity and innovation.

• To discover process improvement opportunities.

• To identify interrelationships or linkages.

Problem-solving phase

→	Select and define problem or opportunity
→	Identify and analyze causes or potential change
	Develop and plan possible solutions or change
	Implement and evaluate solution or change
	Measure and report solution or change results
	Recognize and reward team efforts

Typically used by

	Research/statistics
1	Creativity/innovation
4	Engineering
	Project management
	Manufacturing
3	Marketing/sales
	Administration/documentation
	Servicing/support
	Customer/quality metrics
2	Change management

links to other tools

before

• Brainstorming

• Data Collection Strategy

• Observation

• Focus Group

• Checklist

after

• Creativity Assessment

• Run-It-By

• Presentation

• Consensus Decision Making

• Different Point of View

Notes and key points

• Do not create matrices greater than vertical (20) horizontal (25)

• Legend:

  • • High Potential

  • ▴ Low Potential

  • □ (Blank) No Potential

Step-by-step procedure

• STEP 1 Construct a matrix and determine if available factors are of sufficient detail to insert into the matrix. See example Telephone Communication Equipment.

• STEP 2 Complete the vertical and horizontal columns as shown in the example.

• STEP 3 Match all factors in the vertical columns with the factors in the horizontal column. Not every pairing will be applicable.

• STEP 4 As this process of matching continues, rate potential application of feasibility by indicating • for high and ▴ for low potential.

• STEP 5 Finally, date the completed matrix and reach consensus on the next steps.

Example of tool application