Weight your objectives, rate each initiative against them, and get a ranked list with a capacity cut line. Mandatory work goes first. An Excel workbook you can use today.
No sign-up, no email. Works in Excel, Google Sheets and LibreOffice. Three sheets, with example data you replace.
| # | Initiative | Score | FTE-Q | Cumulative | Fits |
|---|---|---|---|---|---|
| 1 | Regulatory reporting automationMandatory | 28 | 4 | 4 | In |
| 2 | Cyber security upliftMandatory | 21 | 5 | 9 | In |
| 3 | Self-service customer portal | 53 | 8 | 17 | In |
| 4 | CRM consolidation | 50 | 12 | 29 | In |
| 5 | Contact centre AI assistant | 39 | 6 | 35 | In |
| 6 | New mobile app | 38 | 8 | 43 | Over |
| 7 | Pricing analytics model | 33 | 5 | 48 | Over |
| 8 | Partner API platform | 26 | 6 | 54 | Over |
Everything calculates as you type. The grey columns are formulas; the yellow cells are yours.
Up to 10 objectives, each with a weight. A check tells you when the weights add up to 100.
Size, effort and cash for each initiative, rated against every objective. The value score updates as you rate.
Mandatory work first, then by value. Enter the effort you have and the sheet shows what fits and what doesn't.
The spreadsheet is the easy part. The value comes from agreeing the weights and the ratings together.
List up to 10 and agree a weight for each with the people who own the strategy. Weights add up to 100.
Size, effort in FTE-quarters, and cash. Mark regulatory or contractual work as mandatory.
Against each objective, using the scale on the Start here sheet. Disagreements are worth talking through.
The effort you actually have. The cut line shows what fits this round, and what has to wait.
| 0 | No contribution |
| 1 | Minor or indirect contribution |
| 2 | Measurable contribution |
| 3 | Significant contribution |
| 4 | Directly delivers the objective |
Look at the example: the pricing analytics model needs exactly 5, but it sits below the line, so a ranked list leaves it out. Real portfolios add more that a list can't see:
That's what PrioriFlow is for. Leaders weight the objectives through pairwise votes, capacity is planned by skill and quarter, dependencies and cash are checked, and it suggests the quarter's plan: the best combination that fits, not just the top of the list. The template's Initiatives sheet imports straight into it.
Try it free in the sandbox →The sandbox comes with example data, and nothing you do there affects real work. To bring your own list in: Pipeline, Import from Excel.
Yes. There is no sign-up and no email. Use it, change it and share it.
Yes. Upload it to Google Drive and open it with Google Sheets. It also works in LibreOffice. The formulas are standard: SUMPRODUCT, COUNTIF and SUMIFS.
Agree them with the people who own the strategy, not alone. If they disagree, compare the objectives two at a time: is A more important than B, and by how much? Pairwise comparison gives more consistent weights than asking for percentages directly, and it's how PrioriFlow derives them from each leader's votes.
Fewer steps give more consistent ratings between people, and 0 lets you say "no contribution". Each step has a plain definition on the Start here sheet.
One person working full time for one quarter. A team of three for two quarters is six FTE-quarters.