Case Study – midwest bank

Blueleaf lending & midwest community bank | Finance

blueleaf lending & midwest community bank | finance

Priority Matrix Helps Align Team Priorities

Todd Wright


Todd Wright has worked in the banking industry for 19 years. He currently serves as the co-CEO of Midwest Community Bank; he is a third-generation owner of the family-run bank. Additionally, Todd is the CEO of Blueleaf Lending. Blueleaf Lending is a subsidiary of Midwest Community Bank that specializes in Residential Mortgages, Commercial Real Estate Lending, and Business Lending. The two institutions pride themselves on the personalized service, in order to offer the best experience for all of their clients.


Before using Priority Matrix, Todd managed his tasks using Franklin Covey’s Outlook plug-in. However, an Outlook plug-in alone wasn’t enough to keep projects on track across two institutions with dozens of people working at each. Todd faced challenges such as:

  1. He had no visual overview of team projects; where were the moving parts of each?
  2. Inability to judge the status of priorities spread across the team
  3. Limited storage capability of tasks in Outlook


Currently, Todd uses Priority Matrix with his team of 4. Priority Matrix has allowed them to communicate company goals and ensure that they align team priorities. In specific, Priority Matrix has provided Todd and his team with:

  1. One central location to capture tasks
  2. The ability to prioritize their team to-do list in real-time
  3. Seamless delegation between team members, as Priority Matrix tasks include task notes, file attachments, and more


Priority Matrix has provided Todd and his team the capability align team priorities and communicate them clearly across the company, in order to advance company goals more efficiently than before.

“Priority Matrix is a user-friendly program; having all tasks in one place allowed our team to stay organized and efficient.”

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Priority Matrix is the single most used application because of its power and flexibility to both organize and track large volumes of activities and tasks. It has powerful functionality in a simple package that actually reduces the effort required, and unlike other applications, doesn’t require tedious interaction that takes away from actual execution. I love the fact that all tasks put into using PM can easily be communicated and shared with colleagues and clients through a variety of flexible methods. It’s effective all the way through.

Terry Gold, Founder

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We use Priority Matrix on a daily basis. As a small and quickly growing company, our team members are wearing many hats and often pulled in several different directions. Shared projects bring transparency to everyone’s weekly priorities and have eliminated the ‘last in, first priority’ issue with emails. Personal projects help us break down day-to-day tasks, so we’re always focusing on only the most important goals for the day.

Adam Peterson, CEO

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A very useful tool for team meetings when we discuss progress on tasks – the ability for anyone in the team to update and sync with all others in real time, is great. I use it to generate quarterly performance reports to the senior exec and the evidence of tasks completed is also used in performance management discussions with individual members of the team. It’s a more elegant and efficient way to manage work flows.

Steven Newman, Planning Manager
Edith Cowan University

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