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Action Priority Matrix

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Easy to use Action Priority Matrix in Excel. Prioritize your tasks based on effort and impact. With extra visualization charts.

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TEMPLATE DESCRIPTION

Looking for a bright and easy tool to prioritize your actions? Finding great ideas and opportunities is one thing, execution is another story. Without proper prioritization of possible actions, anyone could be lost on the way. Action Priority Matrix – also knows as Prioritization Map – is here to help you!

An Action Priority Matrix is a brilliant tool used to prioritize actions categorically. In addition, this user-friendly tool can directly be used in Excel, to help you decide which actions to pursue.

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Action Priority Matrix Template Features

The template consists of two main parts: Dashboard and Charts.

Dashboard

Here you will include your list of actions that need to be positioned on the Prioritization Grid. The data table also has three additional columns for your selections. These are Impact, Effort, and Status. So simply click on the cell and the dropdown menu button will appear.

Here you can choose the impact and effort levels as ‘high’ or ‘low’. Also, you may define the status of your action as ‘Not Started’, ‘In Progress’ and ‘Done’. If an action is specified as done, the template will grey out its raw.

In addition, after the template greys out the done tasks from the data table, you have the option to choose how to reflect them on the Action Priority Matrix (APM) itself. By using the ‘finished tasks’ option on the right side of your dashboard, you may remove or cross out done actions.

Charts

This section serves as an additional visualization of your data. You may find two different charts and a customizable list in this section. The charts will show you the distribution of tasks based on both the ‘type’ and the ‘status’.  So you may select the status of each action from the Dashboard.

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Besides, if you would like to use the filtering options per task type and status, the ‘Actions’ list on the right side of the charts section will be updated automatically.

Action Priority Matrix Features Summary:

  • Easy to fill data section
  • Prioritizes your actions
  • Full print ready
  • Informational notes included
  • No installation needed, ready to use
  • Works both on Mac and Windows
  • Compatible with Excel 2007 and later versions
  • Does not include any VBA code or macros

This Action Priority Matrix is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

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