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Prioritization Matrix

Purpose

A prioritization matrix is a structured decision-making tool for comparing a set of options. The matrix helps teams focus their discussion, achieve consensus on priorities, and determine which actions, projects, or ideas should be addressed first to achieve the highest impact.

Qualities
  • Mode of Inquiry: Convergent (Evaluative)
  • Common Usage: Challenge Defining (transition to Solution Seeking)
  • Depth of Understanding Gained: Shallow
  • Participant Engagement: Synchronous  
  • Researcher Engagement: 1:Many
  • Setting: In-person or Virtual

Duration 

15-20 minutes

Tool requirements

Prioritization matrix template (paper/whiteboard or digital), Sticky notes or digital equivalents, markers

Facilitators

1

Participants

2-12


Instructions

Prep
  1. Identify what you want to understand from the method.
  2. Identify what elements need to be prioritized.
  3. Select which two criteria you will use to prioritize (often Impact/Effort, Information/Urgency)
  4. Prepare materials: Set up the matrix grid (on a board or digitally) and prepare sticky notes/cards for each option.
Execute
  1. Give participants a clear definition of the items to be ranked.
  2. As a group, discuss and score each option (e.g., 1–5 scale for impact; low–high for effort).
  3. Place each option on the matrix according to its scores. 
  4. Move options as needed and resolve disagreements through debate and consensus.
  5. Confirm the actions for each cluster of options.
Document
  1. Photograph or export the completed matrix for records and action planning.

  2. Document notes on key decision rationales.

  3. Share prioritized results and next steps with the group.

External Resources

Priortization Matrix (Stratechi)

2×2 Prioritization Matrix (ProductPlan)