Prioritization Matrix template

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Effectively prioritize with your team on what’s most important.

Categories

  • Project Management
  • Marketing & Sales
  • Whiteboard Template

KEY FEATURES

  • Task Planning

  • Prioritization

  • Team Collaboration

Facilitate a collaborative session with your team to organize and prioritize tasks. Make sure everyone leaves feeling satisfied, engaged, and empowered to say no to low-priority work.

How to use the Prioritization Matrix template

  1. 1

    What you'll need to get started

    • A list or general understanding of the work you or your team need to do

    • A shared understanding of your team or projects goals

    • An open mind

    • This template, mate!

  2. 2

    Share goals

    Add the top goal(s) for your team and make sure everyone is aligned.
    Prioritizing with these goals in mind creates a shared understanding of what will (and won't) help you achieve your ultimate goals.

  3. 3

    Add in work to be done

    Add sticky notes for work that needs prioritizing. Align on a time horizon for when you want to do all this work by.


    Add information like the description of the work, level of effort, risks and dependencies, and the business or project impacts.


    Consider adding the work before the session to speed things up!

  4. 4

    Plot the work

    As a team go through each piece of work and agree where it belongs on the prioritization graph.
    Depending on the detail of discussion this can take as much or as little time as necessary.
    It can be hard to know exactly where something fits but it’ll get easier as you start plotting more work.

  5. 5

    Prioritize

    Draw two lines across the graph as in the example.
    This will separate the work into must do nice-to-haves and won’t do.
    The top-left section is high impact and high urgency and should be prioritized first.
    The bottom-right is lower priority due to being low impact and low urgency. This means it will have to wait until more important work is done.

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