How to use Pre-Added Templates

When you create a new project in Priority Matrix you will notice 7 different templates which we have added for you.  By using these various templates you have the ability to choose which work flow will fit your project best.  Keep reading to learn the benefits of using each template.

Basic Priority Matrix:

• Basic Priority Matrix will allow you to prioritize with a straightforward method simply based on what you need to do now, do later, or delegate.   This template allows you to have a designated quadrant for items that your teammates are working on, and you can also clearly establish which items you are working on at the moment by adding them to the “do now” quadrant.
• Basic Priority Matrix is commonly used for a “daily task” project with a high turnover of items.

Brain Dump:

• The Brain Dump is a perfect template to utilize for those on-the-go thoughts.  Whether you are in a meeting brainstorming ideas, or traveling and using Priority Matrix on your mobile device, use the brain dump as a place to store your ideas which you have not fully developed into a project yet.
• When you are ready, re-prioritize these tasks into another project if suiting.

Eisenhower Matrix:

• The Eisenhower Matrix is the core of Priority Matrix, allowing you to prioritize based on what is critical and urgent.  Prioritize your tasks from a date-driven and criticality level perspective.
• Items in Q1 are going to be your “fire items” so do your best to keep items out of Q1.  Complete items while they are still in Q2 because at that time they are not overdue yet and you can rest assured you are meeting your deadlines.
• As a manager, use Q3 ( not critical but immediate) as a place to put tasks that are less time-consuming and due ASAP.  This is where you should delegate tasks to your team to take care of.   Spend your valuable time where it matters 🙂

GTD Method:

• Getting Things Done method allows you to prioritize your tasks based on what is date drive vs what tasks will take the most time/effort.
• Items that are in Q1 are going to be the most pressing as they are date-driven.  Priority Matrix helps you to never miss another deadline, so do your best to complete the items in Q1 first.
• Items in Q3 may be items that your entire team is working on.  Since they are Critical and will take a high amount of effort, invite your team to help you work on it!

SWOT Analysis:

• Use this SWOT analysis template to analyze subjects ranging from competitors to products.
• Create a clear breakdown of different aspects of each subject in order to make the strongest decision or changes for yourself and your company.

Porter’s Four Corners Model:

• This template is purely built for analyzing a competitor or client in order to predict or plan for the future.  If you find yourself unsure of what your subject’s goals are, take a look at their potential motivations and action strategies.
• Take into account various aspects of your subject by fully utilizing the four quadrants.  Take into account a handful of potential influential topics such as the subject’s values, history, and mindset to successfully understand the subject from a well-rounded perspective.

Retroactive Project Analysis:

• After all is said and done, use this template to review how a project, period of time, or goal was reached and executed.  Be honest with yourself as you spend time analyzing each phase of the topic.
• Use this template as a way to reflect, improve, and grow for future plans and goals.

** Please note** If you find yourself not utilizing one of the quadrants in your project you can always rename it                              (click on the quadrant name and highlight) to make it fit your workflow better!