Description
The Excel tool proposed here provides the capability to compare solutions or projects leveraging the PUGH methodology. Both strengths and weaknesses can be identified. The number of solutions for comparison can be set from 1 up to 10. The number of criteria can be set from 10 up to 50. Color coding can be adjusted through the “tool bar”.
Why the PUGH Matrix?
When a scorecard will add all the scores, possibly weighted, giving a single note at the end, The PUGH matrix is counting the number of levels. A solution with multiple ++ values will be scored high, but the — levels will also be identified. The true advantage of the PUGH matrix is to allow to identify strengths as well as weaknesses across solutions.
A decision for a solution must take into account strengths as well as weaknesses. A solution that would be extraordinarily performant on multiple criteria, but extremely poor on other criteria is possibly less valuable than a solution that is better balanced across criteria. It just happens that some criteria can be real showstoppers.
The PUGH matrix, by facilitating discussion on double minuses and pluses, aids team members in discussing the benefits and weaknesses of a solution. This debate is facilitated by the way the PUGH matrix presents results.
This is why the PUGH matrix is very useful and effective in many situations.
Key Features of the Decision PUGH Matrix Scorecard
- Up to 10 solutions can be compared, with up to 50 criteria for comparison.
- Graphics display strengths and weaknesses with customizable color codes.
- Weights can be adjusted for each criterion (default set at 100%).
- For experts, the “Results” page provides additional calculations, notably the ranking along the criteria list for each solution, along with their names.
- Recommendations for optimal use, ensuring the best experience using this powerful comparison tool.
PUGH Matrix Methodology
The PUGH matrix can be easily implemented in a few steps and revisited, particularly during meetings with stakeholders. This facilitates discussions on arguments in favor of various solutions and enables the consideration and evaluation of criteria sensitivity.
Building a scorecard goes beyond preparing a spreadsheet and entering data; it requires taking all necessary steps to involve relevant individuals, ensure proper communication, and validate results as the scorecard is built collaboratively. A few meetings are usually required for complex scorecards or when conclusions may have a significant impact. Efficient communication and teamwork are essential for result acceptance.
Step 1: Determine Project Scope and Deliverables with Stakeholders
This step is crucial for ensuring that the question is well-captured. Stakeholders, who may have different needs and priorities, should be involved early on. Ensure there is a sponsor and that recommendations from the team can be reported. The discussion will likely lead to new considerations as the project progresses, which is normal as individuals gradually learn about others’ needs and priorities. List objectives, scope, and team members to ensure the project is centered around priorities and needs. Don’t hesitate to return to this step if necessary; subsequent steps will benefit from this clarification and update.
Step 2: Determine the List of Criteria for Comparison
The criteria list can be extensive, encompassing various dimensions, some technical, and some not. Develop this list by identifying factors crucial for deciding between solutions. Gather input from your team to evaluate all criteria and group them by categories if possible. Determine which criteria are essential for evaluating and comparing solutions. You can ask questions like “What does success look like?” to gather criteria essential for success, or “What issues need to be resolved?” Ensure the list of Critical to Quality (CTQs) is comprehensive.
For instance, when selecting a CRM for a company, criteria may include categories like “features and capabilities,” “ease of implementation,” “ease of deployment and training,” “cost and service,” and “support,” among others. Weight factors can be used to adjust for the total weight of a category or the weight of a criterion compared to others. Start with a weight of 100% and adjust as needed. The priority is to create a comprehensive list of criteria.
Step 3: Add Solutions and Their Evaluation
Now it’s time to populate the table. List the solutions in the table and set the criteria by populating the table with “–“, “-“, “S,” “+,” or “++.” If one of the solutions is the current solution in place, use “S” (for “Same”) for the entire column, or select another evaluation to ensure proper comparison with other solutions. If there is no solution in place and it’s the first time comparing, select a solution as a reference and set “S” for all criteria, then adjust the evaluation as necessary for proper comparison with other solutions.
You may navigate vertically or horizontally in the table, considering one criterion or one solution at a time. Use color coding to help with criteria that are undetermined and need further work.
Step 4: Review Results and Consolidate Findings
Once the table is complete, give yourself and the stakeholders time to review and evaluate the results. Consider hypothetical scenarios to question the results and evaluate the impact of weight factors on comparing solutions.
Discuss the strengths and weaknesses of each solution, which is the real strength of the PUGH matrix, where positives and negatives are not mixed into a single summary note. Ensure you are confident with the findings and have identified all criteria with proper weight factors. What are the conclusions?
Features
Save this tool once downloaded for future reference. You will need to copy it every time you use it, respecting the terms of use.
On the “Comparison” page, select the button “Show Toolbar” to access multiple parameters:
- “Select number of Solutions to compare” can be set to a maximum of 10. Usually, 5 or 6 are sufficient. Going over 6 can make the matrix more difficult to use, especially if the number of criteria is large.
- “Select number of criteria”, can be set to maximum 50. You can start with a smaller number of criteria, and if necessary, extend the list to a larger number of criteria later.
- Two additional buttons allow you to erase the complete table or just the hidden cells. Use this button to erase the example that is delivered with the initial Excel file.
- “Set colors” is used to set the colors used for the comparison according to your preferences.
- Select the “hide toolbar” to hide the left columns.
Note: You have full access to the macros of this file, so you can adapt or create new macros. Please share the needs you’d like to see addressed in a future version.
Links and References
Campaign prioritization becomes clearer when tied to promotion objectives. Refer to Promotion Strategy for alignment with communication goals.
Comparison frameworks depend on shared evaluation criteria. Visit the Decision Mix for the foundations behind structured comparison.
Usage & Licensing
Please review the Sales Conditions published on this website to fully understand your rights and the restrictions regarding the use of this product. Our products are intended for professional use only and are not designed for consumer purposes.
The products provided under this agreement are exclusively for the individual buyer or members of the same business unit. Sharing, distributing, or making them available to individuals or teams outside the designated user or relevant business unit is strictly prohibited. For software licensing purposes, a business unit is limited to a maximum of 100 employees, including full-time, part-time, and temporary staff. Additional licenses must be purchased in multiples of 100 if this limit is exceeded.
The provided download link is valid for two months and allows up to 10 downloads. Be sure to save a copy before the link expires or the download limit is reached. Users have full access to the application product, including any embedded macros, and may make necessary adjustments to suit their needs. However, all branding, trademarks, and references to marketingdecision.org must remain visible and intact within the application.
Ensure that you have Microsoft Excel and a PC running Windows before purchasing this application. This application uses advanced dynamic range calculations introduced by Microsoft. Please ensure that you are using a compatible version of Excel, such as Microsoft 365, or any version released after Excel 2019 which supports this feature.
We appreciate your feedback on how to improve this application. Feel free to share your suggestions with us at contact@marketingdecision.org
