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Action Priority Matrix Excel Template

4.75 (8 reviews)

Excel spreadsheet to prioritize your actions. Printable effort and impact matrix with professional dashboard and dynamic charts. Ready to use.

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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 Excel Template – also known 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.

Action-Priority-Matrix-Someka-S01

Action Priority Matrix Excel Template Features

Basically, the template consists of two main parts: Dashboard and Charts.

Dashboard

Here you will include your list of actions to position 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. You may add up to 50 actions in this section.

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. In addition, 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.

Action-Priority-Matrix-Someka-S02

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.

Note: If you want this template in Google Sheets, you can download our Action Priority Matrix Google Sheets Template.

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

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! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

8 reviews for Action Priority Matrix Excel Template

  1. Lynn B

    we do not want to see finished tasks in matrix, is it possible? thx your excel it is very GOOD!

    • Someka

      Hi Lynn,

      By using the ‘finished tasks’ option on the right side of your dashboard, you may remove done actions.
      Please see the image below.

      action-priority_remove_1

      Hope this helps!

  2. Lew E

    hi someka, it helps us analyze which tasks to focus on and their priority. thx

  3. Owen H.

    just this one thing I am not the biggest fan of the template theme so can I change the chart colors and type without breakin sth?

    • Someka

      Hi Owen,

      After unprotecting the sheet, you can change the graphic type by clicking on the graphic and selecting the “Graphic Design” section. Also, in the same way, you can change the colors. You should just click the “Change Colors” section and choose and color set.

      action_priority_template_r4

      Also, as you wish you can change the colors manually. Click the area and change the color from the regular Excel menu.

      action_priority_template_r5

  4. Brenton Harrelson

    I need to include other information from other Excel files to use your product. I use Alt-tab to switch betwween files but is there an easier way? Can I have this info in your product

    • Someka

      Hello Brenton,

      For better user experience these are hidden in the original version but of course you can activate them from Excel settings easily. Here is how.

      After unlocking your template, you can add extra one or more sheets for extra information. Please click here to see how to unprotect your sheets.

  5. Felicity

    Great tool but I need to add more actions

    • Someka

      There are already hidden extra rows in the sheet. After unprotecting the sheet, you can activate and use these fields by clicking the “+” button:

      null

      If you want to enlarge the matrix area even more than the image below, please contact us by sending an email to contact@someka.net. Our team will be happy to support you with this.

      action_priority_template_r3

  6. Delta P.

    Hi can I change the matrix colors to our branding?

    • Someka

      Hello Delta,
      Yes sure. After unprotecting the sheet, you can change the matrix colors and, if you wish, the font size and colors of the text. Please check the image below as an example:

      null

  7. Chester Spalding

    Hello thankj you for this, very useful for project management. However I need input output rather than effort impact. I have the paid version can I change this?

    • Someka

      Hi Chester,
      Of course! After unlocking your file with your password (as instructed here) you may easily change the terminology.

  8. Farhan

    good

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