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Network matrix

Map a system or a problem. List its nodes and rate every pair once. Strong links pull together and the clusters show up on their own. Then look at them from several sides: a network, a sorted matrix, nested circles, what flows, and a map on scales you choose.

After Charles L. Owen’s Structured Planning, Institute of Design, Illinois Institute of Technology. How it works · Credits

Strong
Medium
Weak
None

Click a cell to cycle, or focus it and press 0 to 3. Don’t agonize over the hard ones. Pick a rating and move on, because the cells where people disagree are the ones worth talking about.

  1. List the nodes. The people and organizations in a system, or the parts of a problem: needs, requirements, features, constraints. Up to twenty. Any node can hold a sub-network of its own.
  2. Rate every pair once. Strong, medium, weak or none, pair by pair in the matrix or one node against the rest. Go quickly. The pairs you hesitate over are the ones worth talking about.
  3. Read the clusters. Nodes that share strong and medium links form clusters, and clusters join into larger ones until everything meets at the top. Step through how they form in the network, the sorted matrix and the nested circles. Where a node also belongs with another cluster, it’s marked as an overlap.
  4. Name what flows. On the Exchanges tab, mark what moves each way on a link and what’s missing. The Flow view draws it.
  5. Place it on a map. Choose two scales that matter to your question, such as effort and impact, and drag the nodes onto them. The clusters come along.
  6. Ask what each cluster is for. Start at the bottom of the tree, name the purpose that holds each cluster together, and work up. This is where Owen’s Means/Ends analysis begins.

Using it with a class or a workshop? See running the Network matrix with a group.

Structured Planning was developed by Charles L. Owen at the Institute of Design, Illinois Institute of Technology, over several decades of project work with his students. This tool follows his overview, Structured Planning: The Process, figures 7 to 15.

Owen’s interaction matrices descend from Christopher Alexander’s Notes on the Synthesis of Form (1964), the early work that led Alexander to A Pattern Language (1977). Overlaps follow Alexander’s “A City Is Not a Tree” (1965): real structures are semi-lattices, where a part can belong to more than one cluster.

The Sorted matrix, the Circles, the Step control, rating one node against the rest, the Flow view and the Map follow Analysis and Transformations, software designed at Doblin Group in Chicago in 1993 by Vijay Kumar (then Vijay Sivasankaran) and Pamela Mead, with Pam leading the interface. I used it for years until newer Macs stopped running it. This one runs in a browser, which should buy it a few more operating systems.

Clusters are found with the Louvain method (Blondel and colleagues, 2008), a modern stand-in for Owen’s VTCON program.

An independent adaptation by Erik Kiær for teaching. It is not affiliated with or endorsed by the Institute of Design or Illinois Institute of Technology.

Everything you enter stays in your browser. Your map is kept in this browser as you work. To keep it safely, or move it to another computer, use Download file on the Share tab and open the file later, or copy the code or the link to this map. None of these is stored on the site.

The one exception is a class run from the Teacher page, where pressing Send to class stores your map with the class until its end date. What a class keeps