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Free Prioritization Matrix Template (Excel)

Impact versus effort, scored 1-5, with the quadrant computed for you and a decision column that forces the verdict: do now, do next, defer, or cut.

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I have built a lot of prioritization matrices. None of them has ever made a decision. The matrix is not the decision maker; it is the instrument that makes the decision defensible after a human makes it.

This template keeps that honest. Impact 1-5, effort 1-5, the quadrant computes itself, and then the column that matters: Decision. Do now, do next, defer, or cut. The rationale column is there for when someone asks in month four why their pet project slipped.

What's inside

The quadrant computes itself

Score impact and effort; the sheet places the item: quick win, big bet, fill-in, or time sink. No hand-sorting, no negotiating the placement.

A decision column, not just a ranking

A ranked list is not a decision. The template forces one of four verdicts per item, in writing.

A rationale you will thank yourself for

One sentence per decision. The audit trail for the month-four conversation.

How to use it

  1. List twice as many items as you have capacity for. If the list fits, it is not a prioritization, it is a plan.
  2. Score impact and effort in the open, with the room watching. Private scoring is how pet projects survive.
  3. Read the time-sink quadrant out loud. Cut it out loud.
  4. Record the decision and the rationale before the meeting ends.

When you outgrow the free version

The full Prioritization Matrix ($29) adds the anchored rubric and decision log. Want to run it live in the room? Try the free browser calculator or the full interactive version ($49). Or take all 17 tools for $99.

Questions PMs ask

Is this really free?

Yes. Email in, file out, unsubscribe anytime.

What does the $29 version add?

The anchored scoring rubric (what a 4-impact actually means, so scores stop being vibes) and a decision log tab that keeps the history across cycles. The free file runs one session; the paid one runs the quarter.

Excel or Google Sheets?

Both. Formulas and formatting carry over to Sheets.