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Foundations of Matrix Leadership – Self-Directed Online

Online Course
Optional Coaching Sessions

What You’ll Learn

Definition of a matrix

  • Learn what makes an organization a matrix.

Map matrix roles and relationships

  • Learn how to identify roles and relationships across the organization.

Build successful relationships across functions

  • Learn how to approach every relationship as a partnership, regardless of positions on the org chart.

Get better results as a team

  • Understand true collaboration and how to engage the right people in the collaborative process.

Course Summary

The cross-functional nature of modern business means that leaders often need to achieve results through diverse teams. Recent events now require many of these teams to work together virtually.

This online program shifts participants’ thinking about leadership and provides tools to help them adopt a new way of leading that doesn’t depend on authority.

What to Expect

Control your learning

There are five lessons in the course, and you control when you complete them. Each lesson includes a lecture and practice activities.

Coaching available if you need it

It’s your decision. If you want help with reviewing the content or examining the work you completed for the activities, or want to talk about application, consider adding coaching sessions with an expert in Matrix Management 2.0™. You can add them for yourself or for a small group, if you are completing this at the same time as other leaders in your organization.

Course Overview

This online program introduces participants to the basics of leading in a matrix—an organization that delivers results through cross-functional operations and sets the stage to shift your thinking about leading without authority. The course is delivered through our Learning Management platform and is self-directed.

The program is broken down into five lessons, and you can spread out the learning to give yourself time to absorb and reflect on course content and practice applying the tools and techniques you’ll learn.

Each lesson is summarized in your participant workbook which also includes assignments for that lesson.

If you add coaching session to your learning, you’ll be connected with a coach who will review assignments, answer questions, and provide tips and techniques for real-life application.

Lesson 1: What is a Matrix?

  • Matrix organization: Learn to define this term based on how an organization operates instead of its organizational structure.
  • Vertical and horizontal dimensions: Discover how each dimension functions in a matrix organization.
  • Organizational charts: Understand the strengths and weaknesses of these ubiquitous diagrams.
  • Horizontal map: Chart this dimension to reveal how work gets done in your organization.
  • Business processes: Learn to recognize the three types of processes and how they work together.
  • Organizational roles: Discover the horizontal and vertical roles in every organization and how individual roles shift.

Lesson 2: Matrix Leadership Mindsets

  • Mindsets: Learn to identify the three mindsets and their effect on an individual’s actions.
  • Triggers: Learn what causes an individual to move from an empowered state to an unempowered state.
  • Sphere of control: Recognize what exists in an individual’s sphere of control.
  • Axes of power: Learn how to use the power of choice to lead as an empowered individual.

Lesson 3: Relationships in a Matrix

  • Organizational relationships: Understand the two types of relationships in every matrix organization
  • Boss vs. Coach: Discover a key mental shift to help leaders foster the success of direct reports
  • Horizontal relationships: Identify the different relationships found in processes and projects
  • Relationship maps: Learn a tool for charting vertical and horizonal relationships to understand current roles
  • Successful partnerships: Learn how to build and manage effective, win-win relationships

Lesson 4: Matrix Accountability

  • Accountability systems: Recognize the two types of systems and how each influences leadership behavior
  • Types of accountability: Learn about three types of accountability and how they work together to support leading without authority
  • Leadership accountability: Discover key ways in which leaders need to support successful matrix operations
  • Accountability portfolios: Learn two tools to document team and individual commitments to see who is doing what and to track resources

Lesson 5: Collaboration in a Matrix

  • True collaboration: Redefine collaboration for more inclusion and better results
  • Signs of collaboration: Recognize the look, sound, and feel of true collaboration
  • Collaboration requirements: Learn the four essential ingredients required to support true collaboration
  • Breaking down silos: Learn the importance of including stakeholders in collaborative processes to break down silos that exist in the organization
  • Stakeholder maps: Learn to use this valuable tool for identifying the key stakeholders to include in the collaborative process


The course is delivered through our learning management system on Digital Chalk®. Once you register, you’ll be given immediate access to the program.  

You’ll have a participant workbook that summarizes each lesson. This is where you’ll complete all the course activities, with step-by-step instructions for completing the tools introduced in the program and templates for you to use after the program.

When you access the course, you’ll be instructed on how to download your participant workbook. You’ll also have access to additional instructional videos for completing some assignments. You’ll also be able to download the instructions for the tools and templates you will use during and after you complete the course.

When you click Register Now, you will be asked to create an account. You’ll see this course in your dashboard and can add courses in the future when they are made available.

If you need technical help with accessing the course, contact us at MMI and we’ll work with you to address any problems.

If you want help with the course content, consider adding one or more coaching sessions. Add one at the end of the program to review the questions you have, add one after each lesson, or any combination that works for you. Call us if you’re interested in how this works.