Executagility® Prioritization Matrix

Log every project idea your team is weighing, score each one against the criteria that actually matter to your business, and let the matrix rank them automatically. This is where ideas get named, defined, and put in order — before anyone commits a person or a dollar to them.

Two ways to work through it: fill in the matrix yourself, or talk it through conversationally and let it build the matrix for you. Running an AI-specific initiative list instead? Use the Executagility AI Roadmap — the same matrix, preloaded with 21 AI project ideas and AI-specific scoring criteria. (Link coming — let me know the URL once it's live.)

Team Capability Diagnostic (KPI)

Not a separate stop before prioritizing — run this after you've worked through either version of the Prioritization Matrix, to get an honest read on who actually has the bandwidth to take on what's ranked highest before you activate anything.

Executagility® Prioritization Matrix — Activated Projects

Once you know your priorities and your team's real capacity, flip to the Activated Projects view inside the same Matrix tool you already used in Step 2. Check “Do?” next to the projects that are actually getting resourced this quarter, and you'll get a clean, ranked board to review with your team.

Whichever version you used in Step 2, this is the same tool — just click over to “Activated Projects” once you're in.

Project Charter & Operating Agreement

Walk through the Project Charter to nail down goals, scope, stakeholders, milestones, and budget. Then flip to the Operating Agreement tab to define how the team will actually run day to day: meeting cadence, decision rights, communication, and escalation. Export both and hand them to your tactical PM — they're off and running.