The Easy Guide to Affinity Diagrams with Editable Templates

The affinity diagram can be a useful tool whether you are brainstorming ideas, sorting through research data, improving a process or solving a problem. 

In this quick guide, we’ll describe what is an affinity diagram, its many uses, and how to create one. A few affinity diagram templates are included in the post as well. You can edit these online instantly to kickstart your project. 

What is an Affinity Diagram? 

Also known as the K-J method, affinity chart, and affinity mapping, an affinity diagram is a tool that is used to organize data gathered from a brainstorming session, research, meeting, etc. under meaningful categories that are based on common relationships or themes. These themes are referred to as affinity sets or affinity groups. 

It simplifies analyzing complex data by grouping them, which helps bring out connections among them and identify patterns. 

When to Use an Affinity Diagram? (Uses of Affinity Diagrams) 

Being one of the Seven Management and Planning Tools, the affinity diagram is commonly used in project management to organize, analyze and prioritize ideas and tasks. It also can be used to,

  • Find creative solutions to difficult problems by involving people from diverse fields 
  • Sort through large volumes of confusing data and quickly organize them in a logical, easy-to-understand manner
  • Encourage the participation of everyone involved, which leads to uncovering new patterns of thinking and unique solutions 
  • Generate useful discussions that will lead to innovation/ effective solutions etc. 
  • Present your analysis to others in the company in an easy-to-understand manner  

How to Create an Affinity Diagram 

Usually creating an affinity diagram is a group activity, and tends to produce more effective results with no more than 5-6 individuals who are experts in the subject, which is being analyzed. This way you can collect different and useful insights, opinions, and perspectives to help arrive at faster solutions or better innovations. 

Following are the simple steps you need to go through when creating an affinity diagram. We have also included some best practices; stick to them for more effective results. 

Step 1: Write down ideas from your brainstorming session

Write down the information you have gathered from your brainstorming session, research, surveys, etc. on separate cards. 

When using an online collaboration tool like Creately, you can use a square/ note shape to write them down and keep them aside on one side of the canvas. The placement of the cards doesn’t have to make sense, keep them at random. You get an infinite canvas area to collaborate with multiple team members in real-time. 

Step 2: Review and group similar ideas

Review the ideas while looking for similarities or whether they are related to each other in some way. 

Place these related ideas in one column of the table you have created. Don’t rely on the opinion of another when you are moving cards, do it at your own will, without talking. This will prevent any disagreements and allow everyone the freedom to follow their instincts. 

Continue to group ideas based on their similarities until no cards are left. However, if you come across ideas that don’t fit into any of the categories, you can place them on their own. 

Creately has multiple pre-drawn affinity diagram templates that you can easily edit to fit your needs. Use plus create to add the next shape, and preset color themes to style your diagrams. 

Step 3:  Add titles to identified groups

Based on the similarities you identified earlier, come up with header names for each group. The header should convey the relationship between the ideas in a single word or phrase. If you can discover relationships between separate groups, you can categorize them under a superheaders. 

Step 4: Tweak your affinity diagram

Polish off your affinity diagram. Now that you have grouped the cards and given them headers, it’s time to make it look more presentable. Start by writing the problem statement at the top of the diagram. And you can add different colors to help different categories stand out. 

Gather your team and review it to identify which ideas to prioritize. If you wish to share it with others outside your team, send them a view or edit link, or you can export them as SVGs or in several image formats and add them to company wikis, websites, presentations, or documents.    

Affinity Diagram Templates

Affinity Diagram
Affinity Diagram Template (Click on the template to edit it online)

Affinity Diagram Template
Affinity Diagram Template (Click on the template to edit it online)

Affinity Diagram Template for a Meeting
Affinity Diagram Template for a Meeting (Click on the template to edit it online)

Super Header Affinity Diagram Example
Super Header Affinity Diagram Example (Click on the template to edit it online)

Affinity Diagram for Project Management
Affinity Diagram for Project Management (Click on the template to edit it online)

Affinity Diagram Workspace Template
Affinity Diagram Workspace Template (Click on the template to edit it online)

Affinity Diagram Examples 

Affinity Diagram Example for Total Quality Management

This example shows how affinity diagrams can be used as a quality tool to identify challenges in management and planning. This specific affinity diagram example explores reasons for substandard customer service.

Affinity Diagram Example for Total Quality Management
Affinity Diagram Example for Total Quality Management (Click on the template to edit it online)

Affinity Diagram Example for User Research 

This affinity diagram example groups insights and findings collected from user interviews. It has grouped information on the benefits of and the issues customers face while shopping for clothes online under different customer pain points.

Affinity Diagram Example for User Research
Affinity Diagram Example for User Research (Click on the template to edit it online)

Any Tips on Affinity Mapping? 

In this comprehensive guide, we have covered what affinity diagrams are and how to draw them with some pro tips that you can use along the way. We hope the templates we have added here will help you get a head start. 

Got more tips on drawing affinity diagrams? Share them with our readers in the comment section below.

FAQ About Affinity Diagrams

What are the benefits of an affinity diagram?

Affinity diagrams are used to generate, organize, and consolidate information related to a product, process, or problem. And they have multiple benefits for teams across industries. Affinity diagrams, 

  • Help teams, collaboratively analyze research findings.
  • Help make better sense of qualitative research data by grouping similar information. 
  • Give everyone the opportunity to contribute and share their ideas, hence allowing to incorporate everyone’s perspectives in decision-making.
  • Help generate innovative ideas and effective solutions to problems by discovering important patterns and trends in data. 

What is affinity mapping? 

Affinity maps are another term used for affinity diagrams. Affinity mapping can be described as the process of creating an affinity diagram. 

How do you use an affinity diagram? 

Affinity diagrams are best used in a collaborative exercise such as brainstorming. Use affinity diagrams to group information and ideas gathered so as to decipher patterns and themes needed for effective decision-making and generating solutions. 

How to use affinity diagrams in UX design? 

Affinity diagramming is a common ideation session that is often used in UX designing. In UX designing, affinity diagrams are used by teams to organize observations and data from research, ideas generated through brainstorming, and ideas about UX strategy and vision. They help effectively analyze user research during the design thinking process, especially during the Define and Ideate phases.

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Author

Amanda Athuraliya

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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