What is a prioritisation matrix?

    Short answer

    A prioritisation matrix is a decision tool that scores a list of options, such as problems, projects or ideas, against agreed criteria so the team can see which to do first. The simplest form is a two-by-two grid of impact against effort; the fuller form weights several criteria and multiplies the scores to give a ranked list.

    Last updated · TeamAssurance

    The impact-effort grid

    Draw two axes: impact (benefit if done) and effort (cost, time, difficulty). Place each option in one of four quadrants:

    Low effortHigh effort
    High impactDo first (quick wins)Plan as projects
    Low impactFill-ins when time allowsAvoid

    It takes ten minutes with sticky notes and is enough for a team deciding which of the week's problems to attack.

    The weighted prioritisation matrix

    When the choice is bigger, such as which improvement projects get the year's resources, a weighted matrix is more defensible:

    1. Agree the criteria: for example safety benefit, customer impact, cost saving, ease, time to result.
    2. Weight each criterion (for example out of 10) so that the important ones count more.
    3. Score each option against each criterion (for example 1, 3 or 9).
    4. Multiply score by weight and sum across the row.
    5. Rank by total and sense-check the result; a surprise usually means a weight is wrong.

    Common mistakes

    • Scoring in private and then arguing about the result; score together.
    • Too many criteria, so everything comes out equal.
    • Ignoring the ranking because a senior person prefers a different project, which teaches the team not to bother.
    • Never reprioritising when the board shows a new problem has become urgent.

    Prioritisation and daily management

    The tier board generates more problems than any team can solve at once. The prioritisation matrix is how the Tier 2 meeting chooses the few to run as projects, using the Pareto of recent issues and the strategic goals as the criteria. The ranked list is reviewed monthly and the chosen projects appear on the board.

    How TeamAssurance helps

    In TeamAssurance, improvement ideas and problems are collected from tier boards and issue reports, prioritised and converted into projects with owners, and the projects chosen appear on the Tier 2 and Tier 3 boards beside the measures they are meant to move.

    Frequently asked questions

    What is the difference between a prioritisation matrix and an Eisenhower matrix?

    The Eisenhower matrix sorts personal tasks by urgent and important. A prioritisation matrix ranks team options by agreed criteria such as impact and effort, and can be weighted.

    What scoring scale should you use?

    A 1-3-9 scale separates options more clearly than 1-2-3. Use the same scale for every criterion.

    Who should take part?

    The people who will do the work and the leader who owns the resources. Scoring together is the point.