SMART Matrix
Quality Glossary Definition: SMART matrix
A SMART matrix is a communication and planning tool used to identify the specifics of actions or tasks. Using an L-shaped matrix to capture the key points of a team's project objectives, a SMART matrix provides a process to review how actions are being implemented around various attributes. SMART stands for specific, measurable, attainable, resources, and time.
Use the SMART matrix tool when you need to:
- Analyze an implementation plan’s tasks to ensure they are on track
- Understand the amount of resources needed to implement a plan
- Understand how the various tasks are sequenced and related
SMART Matrix Procedure
Materials needed: Large writing surface (e.g., flip chart) and pen/marker.
- On a large writing surface draw an L-shaped matrix with five columns labeled: Specific, Measurable, Attainable, Resources, and Time.
- Write the implementation plan title in the upper left of the chart.
- Detail the specific tasks to be performed, making each task statement detailed and well defined. The example in Figure 1 below shows a combination of task and objective statements providing measures, outcomes, and time frames.
- For each detailed specific task:
- Define a measure or indicator that can be tracked
- Determine how it will be attained in actionable terms that are realistic and feasible
- Indicate the amount and type of resources required to complete each task identified
- Identify the timeline for completion
- Once you have completed the matrix, review the results with the implementation team to ensure that you have accounted for and recorded everything.
- Review the matrix to make sure the timeline is realistic and all tasks are not due to be completed on the same day.
- Review the matrix and get a feel for the total amount of resources required. Determine if they are available or if adjustments need to be made.
Figure 1 below shows a table summarizing the detailed conversation generated by using the SMART matrix. Notes within the matrix indicate areas of resource constraints that require attention from project sponsors and department leadership.
Figure 1: SMART Matrix Example
Task / objective | S | M | A | R | T |
---|---|---|---|---|---|
Reduce overtime for clerical staff by 15% by the end of the 3rd quarter |
X |
X |
X |
• Training |
12 months |
Recruit five nursing assistants for the vaccination program by July 15 |
X |
X |
Discuss at December senior management meeting |
• Hire tickets |
8 months |
Enroll the new quality improvement coordinator into team training for 4th quarter |
X |
X |
X |
• Training budget |
2 months |
Visit three substance program community partners each month between December and July |
X |
X |
X |
• Director and |
5 hrs/month |
Obtain two additional grants totaling $85K for toxic waste cleanup by 2nd quarter next year |
X |
X |
Few funding sources for toxic waste cleanup |
• Grant writer |
3 months |
Specific | Measurable | Attainable | Resources | Time |
Excerpted from The Public Health Quality Improvement Handbook, ASQ Quality Press.