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Improve Phase · DMAIC Template

Solution Selection Matrix Template

Score potential solutions against impact, effort and risk so your team picks the fix that delivers the most value.

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SimplicityHub Solution Selection Matrix Template — editable Excel template

What is a Solution Selection Matrix Template?

A Solution Selection Matrix is a structured decision-making tool that scores candidate solutions against weighted criteria such as cost, impact, ease of implementation and risk. It removes gut-feel from solution selection.

When to use a Solution Selection Matrix Template

Use it in the Improve phase after generating a list of potential solutions via brainstorming or an Idea Generation Log. Score each solution before committing to a pilot.

Who should use a Solution Selection Matrix Template

  • Green Belts and Black Belts — leading Improve phase solution selection within a DMAIC project
  • Project teams — when multiple viable solutions exist and an objective decision is needed
  • Process owners — to validate that the chosen solution meets their operational constraints
  • Sponsors — to review and challenge the selection logic before approving the pilot
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How to use a Solution Selection Matrix — step by step

  1. 1
    Write the problem statement at the top

    Start with a clear, factual problem statement. 'Machine stopped' or 'Customer received wrong item' — specific, observable, factual. Vague problems produce vague root causes.

  2. 2
    Ask 'Why did this happen?' — Why 1

    Write down the first-level cause. This is usually a symptom or a direct cause — not yet the root. Examples: 'Machine overheated', 'Wrong item was picked'.

  3. 3
    Ask 'Why did that happen?' — Why 2

    Challenge the previous answer. Keep the team focused on causes, not blame. If the answer is 'human error', push further — why did the human make the error?

  4. 4
    Continue to Why 3, 4 and 5

    Keep going until you reach a cause that is systemic — a missing process, a failed control, a gap in training or a design flaw. The number five is a guide, not a rule.

  5. 5
    Check the logic by reading upward

    Read the chain back to front: 'Because of X, Y happened, which caused Z.' If the logic holds, you have a valid chain. If it breaks, revisit the step where it breaks.

  6. 6
    Identify the actionable root cause

    The root cause is the deepest level where a corrective action can prevent recurrence. Document it clearly — this feeds your Improve phase solution design.

  7. 7
    Validate before acting

    Do not jump to solution immediately. Check whether data or observation confirms the root cause is real and significant before committing resource to fixing it.

Worked example — Reducing Invoice Processing Errors

A project team scored five candidate solutions against criteria of cost, impact, speed and risk — with weighted totals revealing the optimal solution clearly.

Worked example — Reducing Invoice Processing Errors

Common mistakes — and how to avoid them

⚠️

Setting weights after scoring. Agreeing weights after you already know the scores introduces bias. Always set and agree weights first, before any scoring happens.

⚠️

Using too many criteria. More than eight criteria dilutes the model. Focus on the factors that genuinely differentiate the options.

⚠️

Scoring without evidence. Each score should be justifiable with data or structured reasoning. Gut-feel scoring produces gut-feel results.

⚠️

Ignoring the lowest-scoring winner. If the top scorer feels wrong to the team, don't override it — interrogate the weightings. The model may be telling you something.

Tips for getting better results

💡

Run the matrix as a team, not solo. Individual scoring misses team knowledge. Complete the matrix together and discuss every score that has a spread of views.

💡

Include a 'do nothing' row. Scoring the status quo forces the team to be honest about whether any solution is actually better than the current state.

💡

Use it to kill weak solutions early. A matrix quickly exposes options that score poorly across all criteria. Remove them early to focus team energy on the real contenders.

Frequently asked questions

What is a solution selection matrix?

A solution selection matrix is a scoring tool used to evaluate multiple solution options against a set of weighted criteria. Each solution is scored on each criterion and the weighted scores are totalled to identify the strongest overall option.

How do I choose the criteria?

Base criteria on what matters most: impact on the CTQ, cost to implement, time to implement, risk, reversibility and alignment with strategy. Weight each criterion by its relative importance — typically on a scale of 1–5 or as a percentage.

What if two solutions score very similarly?

If scores are very close, do not rely on the matrix alone. Consider running a small pilot of both options, or revisit the criteria weights with the team to check they truly reflect what matters most.

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