![]() We have only scratched the surface of what it can do. Once you have completed your analysis, you can create an action plan. There is no limit on the number of cards you can add. Hyper Plan recalculates the layout automatically as you add or move cards. If you change your mind about the theme of a card, just drag it to a different column. We can now tidy this up a bit by setting the cards to be colored by theme and laid out in columns:Ĭlick the Left pane tool button to hide the Left pane. You should now see these 2 cards in a Distribution column.Ĭontinue with this process of selecting one or more cards and setting their themes until you end up with something like the below: In the Theme field type Distribution and then click OK. Hold down the Ctrl (Windows)/Cmd (Mac) key and select the cards Not enough trucks and Product damaged in transit then select Edit>Edit Card(s)…. You should now have a card for each issue. Here are the issues we have identified.Ĭlick on the Add Card toolbar button and fill out the card as below (you can copy and paste the text above) and click OK.Īdd the other issues in the same way. ![]() Lets imagine we are analyzing how to improve the efficiency of a food business. Now we need to add a card for each task, fact or idea we are trying to organize. look for relationships and organize ideas into meaningful buckets. Essentially, the affinity process consists of two main steps 1. This is also often referred to as a KJ Method. Now add a new property Theme and select Card columns for the Display as drop-down list. The affinity charts are widely used within the practice of project management are one of the key 7 management and planning tools. In the New Plan Properties window leave just the Title property checked and click the Add property button. Choose a name and location for the new plan file. ![]() It should only take you a minute to download and install.Ĭreate a new file, e.g. If you haven’t already got Hyper Plan installed, you can download a free trial here. Let’s create an example affinity diagram in Hyper Plan. Hyper Plan is a visual planning tool that can be used to create affinity diagrams on Windows or Mac. If this is being done as a team, it is usually recommended that it is done in silence (to avoid unduly influencing each other).įor best results it is recommended that this activity is carried out by a team of people with varied backgrounds and functions. ![]() Continue until all the cards are grouped (some may be in groups of 1 card). This is an important step because it establishes the foundation for the entire process. The first step in using an affinity diagram is to define the problem or topic that you want to address. The steps of creating an affinity diagram are: Example of an affinity diagram with quality and cost. It is often used to analyze brainstorming sessions or survey results. It is particularly helpful when you have a large and complex problem that you want to understand. An affinity diagram (sometimes called a KJ method diagram) is a useful way to group tasks, facts or ideas according to themes. ![]()
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