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Policy Deployment Matrix / X-Matrix (+Form +Video)

Policy deployment is the process of turning a strategic vision into an actionable task that frontline leaders and employees can commit to.

Even with a great strategy and a highly effective team that is capable of making substantial improvements, a company can fall short of its goals. Why? The two are not aligned. People are working hard to make things better, but the things they are doing often do not get the company closer to its goals. It is particularly challenging for people to feel like they are doing well, but have company leaders talk about the company missing its goals.

Click this image to download a Top Level Policy Deployment Matrix (A Second Level PD Matrix is available on Part 2)

Policy deployment provides the framework that links every employee’s worked the top level strategy.  One of the tools that helps do this is the policy deployment matrix, also known as the X-matrix due to the conspicuous “X” located in the middle of the page. 

(Note: You can download this form for free by clicking the’Download’ link in the Table of Contents at the side of this article.)


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Developing a strategic vision is not enough. Somehow, that vision must make its way down to the decision-making process of every employee within the company.

In effect, policy deployment is a cascading set of goals with clearly defined targets that aligns the actions of the entire company. The vision is turned into a set of 3 to 5 year strategic objectives. Each of those objectives is broken down into an annual goal, which drives a set of improvement priorities. Individuals are assigned the responsibility to manage the action plans that will bring those improvement priorities to reality.

Of course, without clearly defined targets, it is impossible to know whether you have achieved success.

One of the great things about the policy deployment matrix is that it shows how different priorities and goals interact. A single annual objective may require a coordinated approach with multiple improvement priorities. The policy deployment matrix shows at a glance how those priorities are linked.

The other benefit of the policy deployment matrix is that it can tie different levels of the organization, together. The annual objective and improvement priority clock and 90° over four subordinate organizations, which then come up with…

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  • Keep the number of breakthroughs low. By definition, breakthroughs are big changes. Those take a lot of effort. Don’t dilute your resources.
  • Make sure improvement priorities are linked to a specific process. You won’t achieve your breakthroughs in less you improve the way you do work. If you can’t identify the processes that will lead to hitting your targets, that is an indicator of a major problem.
  • Be careful about how you introduce the policy deployment matrix to your team. When it is completely filled out…

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A common initial reaction to seeing the policy deployment matrix is “Oh, great. The executives just came up with more goals to hit.” That reaction is often justified based on past experience with improvement initiatives.

Policy deployment, though, has a strong record of success when done right. It also has a positive impact on frontline team members. The PD matrix acts to focus leaders and keeps them from changing course on a whim. A common complaint from employees is that they get whipped back and forth every time there is a new project to work on. This tool helps dampen that affect. Most managers don’t have time to work on much that is not covered by policy deployment. While there will still be a significant flow of improvement activity, the major difference is that with PD all of that activity is linked by a common objective.

If your company is…

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It is hard to overestimate how much more effective of a leader you can be if you use the policy deployment matrix correctly. The structure that it applies to your leadership style eliminates many of the problems that you likely face. Your team will have a much better understanding of what it is that you want to do, so there will be less confusion when you give them instructions. You will be less likely to give mixed messages to them, and you will focus yourself on the things that will have the biggest impact your organization’s success.

The policy deployment matrix also helps you coordinate with your leadership peers. With a good policy deployment matrix, everyone’s cards are on the table. Each leader knows what the other leaders around him or her are working on. This promotes cooperation. They can share resources, prevent redundancy of effort, and avoid unknowingly working at odds against each other.

Finally, you will highlight specific processes that your team needs to focus on to hit your breakthrough objectives. In typical leadership, there is a disconnect between strategy and…

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A PDF of this form is included in our Phase 3 Information Series.

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