Prioritisation & planning

Impact / effort matrix

Four quadrants: quick wins, big bets, fill-ins, avoid.

When. The first sort when the backlog overflows. Thirty minutes is enough to eliminate half the topics.

Duration
1 h
Participants
Product + tech lead
Output
Backlog sorted into 4 quadrants
Stage
Idea · Pre-PMF · Post-PMF · Scale-up · Mature
Quick winsBig betsFill-insAvoidLow effortHigh effortLow impactHigh impact
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Filled example

Quick winsPhoto annotations(arrows, circles)Duplicateyesterday'sinterventionCustomer signaturereminder at end ofjobExport parts list toCSVBig betsOffline mode for thefield appInvoicingintegration(Pennylane, Sage)Automatic routeplanning fordispatchersRecurringmaintenancecontractsFill-insDark mode for thevan at nightTechnician skillsmatrixWeekly PDF summaryfor the ownerAvoidCustomer portalbefore the invoicinglink worksNative tablet appChat betweentechniciansLow effortHigh effortLow impactHigh impact

Example data. Fieldnote is a fictional company used to fill all 61 boards, so the examples tell one consistent story.

Post-PMF, Karim and Tom sort the 12 roadmap candidates that sales, support and the CEO keep pushing, one hour before the quarterly planning.

What the team took away

Offline mode and the invoicing integration are the two big bets; the team ships the four quick wins in the next sprint to buy goodwill with support while the bets are being scoped.

How to run it

Preparation

Agenda

  1. 5 min
    Frame
    Say what impact means today (one metric, one goal) and what effort means (person-weeks, not lines of code). Write both definitions next to the axes.
  2. 15 min
    Silent placement
    Each person drags every sticky to where they think it belongs, in silence. Duplicate the stickies with a color per person if you want to see the spread.
  3. 25 min
    Resolve the gaps
    Only discuss the items where placements differ by more than one quadrant. Two minutes per item, the tech lead has the last word on effort, the PM on impact.
  4. 10 min
    Cut and commit
    Delete the Avoid quadrant out loud. Number the quick wins in the order you will ship them. Name one owner for the top big bet.
  5. 5 min
    Close
    Screenshot the board and write the three decisions in the channel before people leave the call.

Pitfalls

Afterwards

The quick wins go straight into the next sprint, the big bets get a RICE score or a one-page PRD before anyone commits. Re-run the matrix each quarter, not each week.

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