Decision · intermediate · 45 min

Impact/Effort Matrix

A prioritization technique to evaluate and select ideas based on their potential impact and required effort. This method helps teams focus on high-impact, low-effort initiatives.

What participants gain

  • Assess the impact and effort of different ideas or initiatives.
  • Prioritize ideas based on their impact/effort ratio.
  • Identify quick wins and strategic investments.
  • Make informed decisions about resource allocation.

Materials needed

  • Whiteboard or flip chart
  • Markers (various colors)
  • Post-it notes (3x3)
  • Impact/Effort Matrix template
  • Dot stickers for voting
  • Timer
  • Sharpie marker

How to run Impact/Effort Matrix, step by step

  1. Introduce the Impact/Effort Matrix (5 min). Explain the axes and their meaning.
  2. Brainstorm ideas or initiatives (10 min). Each participant writes down ideas on post-it notes.
  3. Place ideas on the matrix (15 min). As a group, discuss and place each idea on the matrix based on its impact and effort.
  4. Discuss and refine placement (10 min). Challenge assumptions and adjust the placement of ideas as needed.
  5. Identify quick wins and strategic investments (5 min). Focus on the high-impact, low-effort quadrant.

Running it virtually

Use a virtual whiteboard tool like Miro or Mural. Create a shared board with an Impact/Effort Matrix template. Use virtual sticky notes to represent ideas. Use dot voting to prioritize ideas. Use breakout rooms for small group discussions. Screen share the Impact/Effort Matrix template for participants to complete. Polls for voting and prioritization. Use a virtual timer to keep the group on track. Record the session for future reference and to share with stakeholders who couldn't attend. Encourage the use of video to keep the session engaging and build rapport among participants. Use a virtual icebreaker at the start of the session to help participants feel comfortable and engaged. Consider using a virtual collaboration platform with built-in video conferencing and screen sharing to streamline the session and reduce technical challenges. Test the platform and tools in advance to ensure they work smoothly and to familiarize yourself with the features. Provide clear instructions and technical support to participants to help them navigate the virtual environment. Use a facilitator to guide the session and keep the group on track. Encourage participants to ask questions and provide feedback throughout the session to ensure they are engaged and understanding the material. Use a variety of activities and formats to keep the session interesting and engaging. Provide opportunities for participants to interact with each other and build relationships. Use a virtual wrap-up activity to summarize the key takeaways and action items from the session. Follow up with participants after the session to provide additional resources and support.

Build a session around Impact/Effort Matrix

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