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Facilitating an X-Matrix Workshop

I was asked recently for guidance on facilitating a workshop to populate an X-Matrix. My initial response was that I don’t have a fixed approach because its so contextual. It depends on who is in the room, what is already known or decided, what the existing approaches are, how much time we have etc. On reflection though, I realised that …

What is an X-Matrix?

An X-Matrix is a template used in organisational improvement that concisely visualises the alignment of an organisation’s True North, Aspirations, Strategies, Tactics and Evidence on a single piece of paper, usually A3 size (29.7 x 42.0cm, 11.69 x 16.53 inches). The main elements can be described as follows: True North – the orientation which informs what should be done. This …

Lean-Agile Strategy Days: An X-Matrix and Agendashift Fusion

I’m really excited by a new venture on June 7-8 with Mike Burrows. Its called Lean-Agile Strategy Days, and will be an opportunity for attendees to explore with Mike and myself how we can combine and synthesise the X-Matrix and Agendashift as approaches to Strategy Deployment. From the event page: We’ll be looking at strategy – how to engage people in …

Announcing the X-Matrix Jigsaw Puzzle

The X-Matrix Jigsaw Puzzle is what I call the exercise I use in Strategy Deployment workshops to help people experience creating an X-Matrix in a short space of time. It consists of a pre-defined and generic set of “pieces” with which to populate the various sections, deciding which pieces should go where, and how they fit together. I’ve just created a page …

Strategy Deployment and Impact Mapping

I’ve had a couple of conversations in recent weeks in which Impact Mapping came up in relation to Strategy Deployment so here’s a post on my thoughts about how the two fit together. An Impact Map is a form of mind-map developed by Gojko Adzic, visualising the why, who, how and what of an initiative. More specifically, it shows the goals, …

The Messy Coherence of X-Matrix Correlations

I promised to say more about correlations in my last post on how to TASTE Success with the X-Matrix . One of the things I like about the X-Matrix is that it allows clarity of alignment, without relying on an overly analytical structure. Rather than consisting of simple hierarchical parent-child relationships, it allows more elaborate many-to-many relationships of varying types. This creates a messy coherence – …

TASTE Success with an X-Matrix Template

I’ve put together a new X-Matrix A3 template to go with the Backbriefing and Experiment A3s I published last month. Together, these 3 templates work well together as part of a Strategy Deployment process, although I should reiterate again that the templates alone are not sufficient. A culture of collaboration and learning is also necessary as part of Catchball.   …

How Rally Does… Annual and Quarterly Planning

This post was originally published on the Rally Blog and I am reposting here to keep an archived copy. It was part of a series in which we described various aspects of the way the business was run. Apart from one minor edit to help it make sense as a stand alone piece I have left the content as it was. However, I …

The X-Matrix Strategy Deployment Model

There is a model for Strategy Deployment that sits behind the X-Matrix that is worth explaining in more detail as a way of understanding why it is designed the way it is, and how to use it. It is built around describing four types of elements – which I call results, strategies, outcomes and tactics – and how they fit …

Alignment and Autonomy in Strategy Deployment

Following on from my previous What is Strategy Deployment and Dynamics of Strategy Deployment posts, there is a model I like which I think helps to show how the mechanics and the dynamics work together. In The Art of Action, Stephen Bungay describes how Field Marshall Helmuth von Moltke, Chief of Staff of the Prussian Army for 30 years from …