About the Affinity Diagram Template

What is an Affinity Diagram

Various ideas come up on brainstorming; hence, categorizing them and developing a simplified output can be a handful. Most companies and organizations today use management tools like an affinity diagram. In its simplest form, affinity diagrams are collections of large amounts of information that are organized in themes or groups based on relationships.

History of the Affinity Diagram

An affinity diagram is not new to businesses and organizations. In fact, affinity mapping was developed by Japanese anthropologist Jiro Kawakita in the 1960s. Some call it the K-J method to honor its inventor, Kawakita.

Purpose of the Affinity Diagram

Organizations utilize an affinity diagram to make sense of large volumes of mixed facts and information like user needs, opinions, insights, brainstorms, and design concerns. Besides organizing ideas and data, the diagram is also used to develop simplified and thorough decisions or plans for specific company projects.

Process of Creating an Affinity Diagram

Gathering data

A company must have data to organize. This data does not necessarily have to be in the final diagram output. In most cases, the information can be written on paper, cards, or sticky notes, which will be organized in the later stages of creating the diagram.


Discussion among your members is essential to come up with ideas and data for the affinity diagram. The data generated here are still raw and will need further discussion as you go along the process. However, it must be considered that ideas must be related to the core paths the group is focusing on during brainstorming.


Along with brainstorming, teams must also look into whether the information is enough to cover the organization's goal. During this stage, members can also decide the type of affinity diagram template they can use once they have organized all the information.


Organizations gather data through surveys from specific respondents. Surveys are usually useful to assess the likelihood of a target market to a particular service or product. As you already know, there are various types of surveys, and you must categorize them based on specific project goals.

Categorization Information

Identifying similarities

After all, the challenging task would be categorizing the necessary data. However, before you can group the information into an affinity diagram template, your team must assess the similarities of the data. You must also know that there must be specific categories where these data will fall before creating the diagram. Once you identify these categories, it is easier to evaluate the similarities.

Organizing similar items

It can be easier to organize similar items when you assign colors or shapes for every category. This comes in handy when you have to deal with huge data volumes. Regardless, teams must be aligned in organizing these items; otherwise, it might affect the output of the affinity diagram.

Creating the Diagram

Building the diagram skeleton

While you can rely on a premade affinity diagram template for your skeleton, other organizations prefer to design their own. Whichever you choose, it will all boil down to making the draft as simple and as comprehensive as possible. You must consider the main categories and their hierarchy on the skeleton.

Placing Items into Categories

Since you have already organized similar items, you only need to place them under the exact categories. Most software today allows you to draw diagrams with your PCs and laptops and input the essential items for every box on your diagram. Ensure you will not leave any data behind, which can also affect the final diagram output.

Refining the Diagram

Besides looking into the overall look of the affinity diagram template, it pays to review the ensues you have made in the diagram. This ensures that the data placed in the diagram gears toward the group's primary goal. Otherwise, you can make the necessary changes before the final approval.

Benefits of Using Affinity Diagram

Organizing Data

Various ideas can be overwhelming, even for more prominent organizations. The affinity diagram allows you to group similar information for a more simplified and concise data collection.

Identifying Patterns

As you review these ideas and data, groups can make significant connections between them or identify recurring themes that could have been more evident initially. These themes and patterns are useful in creating initiatives to realize specific company goals.

Encouraging Collaboration

Whether it is about gathering data from peers, team members, or surveys, creating the affinity diagram template will involve various individuals. As a result, it encourages all those involved to give suggestions, inputs, and other ideas to create a better diagram for the group. As you already know, the more ideas, the better it is for the organization.

Streamlining Decision Making

Since the diagram allows you to simplify the volume of data collected, it makes decision-making easier. The affinity diagram clearly illustrates the group's direction in reaching a specific target or goal. It will also save you from unnecessary factors affecting the organization's decision-making.

Applications of the Affinity Diagram


You can create resolutions of concerns and issues within an organization using an affinity diagram template. Teams can organize the specific problems, their causes, possible solutions, and the process to achieve these solutions to solve the problem. The diagram can also list possible effects for every resolution. This way, teams can assess which answers are the most effective.

Project Planning

Ultimately, the affinity diagram is one of the planning and management tools. Companies usually rely on the chart to create a better direction before they launch the project. Some categories that are present in the diagram include target market, logistics, and marketing campaigns.

Process Improvement

As markets and technology evolve, an organization's processes will also change. With affinity diagrams, companies can assess whether their current processes are efficient enough; otherwise, they can figure out other methods to improve organizational processes. It looks like a problem-solving affinity diagram, but the focus is not so much on the existing problem.

Market Research

You can also use an affinity diagram to identify the preferences and needs of your company's target market. Market research is essential in keeping your company's competitiveness among other brands within your niche. Most importantly, you can also develop ways to reach more target markets as you go along.

Examples of Affinity Diagrams

Business Applications

Below is an example of an affinity diagram that aims to promote one's business to its market. The creator used various colors for every main category to identify the differences quickly. The diagram looks simple, but remember, when creating a marketing strategy for a brand, it is better to add subcategories for a more specific approach. Most diagramming software today allows you to do that, so you must maximize it.

Educational Applications

School lessons like literature and math equations can be a handful for some learners. Students and teachers alike can use an affinity diagram template to create relationships among specific sets of equations. This way, you need not review a whole book to familiarize yourself with solving problems. Also, you can create summaries of books and other literary pieces using the diagram.

Healthcare Applications

Charting is essential in the medical field. It's where the medical and personal information of patients are recorded. In most cases, clinics and hospitals need it to track patient conditions. Below is an example of an affinity diagram that medical practitioners can use to record fundamental records of patients. While this may be different from the charts used by most hospitals, the diagram can come in handy if you want a more straightforward and specified patient information sheet.

Government Applications

This is a relatively simple illustration of assessing a town's logistics initiatives. The affinity diagram template involves four main categories; however, you can add more if you think there are other significant factors to consider. Besides evaluating the effectiveness of the city's logistics, this tool also allows institutions to improve their processes if the evaluation does not pass the criteria.

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