Strategic Priorities Framework

PRIORITY IDENTIFICATION

Priority Discovery Workshop

STRATEGIC PRIORITIES WORKSHOP

PREPARATION:
Attendees: Executive team
Duration: 3-4 hours
Pre-work: Review strategy, performance, market

STEP 1 - BRAINSTORM (30 min):
Each leader answers independently:
☐ What must we accomplish this year?
☐ What will have the biggest impact?
☐ What are we uniquely positioned to do?
☐ What will we regret not doing?
☐ What's blocking our growth?
☐ What opportunities are we missing?

STEP 2 - CONSOLIDATE (30 min):
☐ Collect all suggestions
☐ Group similar ideas
☐ Name each cluster
☐ Create candidate list (aim for 8-12)

CANDIDATE PRIORITIES:
1. _______________
2. _______________
3. _______________
4. _______________
5. _______________
6. _______________
7. _______________
8. _______________
9. _______________
10. _______________

STEP 3 - DISCUSS (60 min):
For each candidate:
☐ What does success look like?
☐ What resources are needed?
☐ What are the risks?
☐ What's the opportunity cost?

STEP 4 - VOTE (15 min):
Each leader gets 5 votes
Distribute across candidates
Tally results

Priority Evaluation Framework

PRIORITY SCORING MODEL

SCORING CRITERIA (1-10 scale):

1. STRATEGIC IMPACT:
   How much does this advance our strategy?
   10 = Transformational
   7 = Significant
   4 = Moderate
   1 = Minimal

2. REVENUE IMPACT:
   What's the revenue opportunity?
   10 = >50% revenue impact
   7 = 25-50% impact
   4 = 10-25% impact
   1 = <10% impact

3. FEASIBILITY:
   Can we actually execute this?
   10 = High confidence
   7 = Moderate confidence
   4 = Challenging
   1 = Very difficult

4. RESOURCE REQUIREMENT:
   What investment is needed? (Inverse)
   10 = Minimal resources
   7 = Manageable
   4 = Significant
   1 = Massive

5. URGENCY:
   When must this be done?
   10 = Immediate/critical
   7 = This year
   4 = Next 1-2 years
   1 = Can wait

6. COMPETITIVE ADVANTAGE:
   Does this create differentiation?
   10 = Major moat
   7 = Notable advantage
   4 = Parity
   1 = No advantage

TOTAL SCORE = Sum of all criteria
Maximum possible: 60

Priority Scoring Matrix

Priority	Strategic	Revenue	Feasibility	Resources	Urgency	Competitive	Total
	/10	/10	/10	/10	/10	/10	/60
	/10	/10	/10	/10	/10	/10	/60
	/10	/10	/10	/10	/10	/10	/60
	/10	/10	/10	/10	/10	/10	/60
	/10	/10	/10	/10	/10	/10	/60

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PRIORITY SELECTION

Final Priority Selection

PRIORITY SELECTION PROCESS

RANKING:
Based on scoring, rank candidates:
1. _______________: Score _____
2. _______________: Score _____
3. _______________: Score _____
4. _______________: Score _____
5. _______________: Score _____

RESOURCE CHECK:
Total resources available: _______________
Priority 1 needs: _______________
Priority 2 needs: _______________
Priority 3 needs: _______________
Can we resource top 3? ☐ Yes ☐ No

FINAL PRIORITIES (Maximum 3):

PRIORITY 1: _______________
Why it's #1: _______________
Success definition: _______________
Key metric: _______________
Owner: _______________
Resources: _______________

PRIORITY 2: _______________
Why it's #2: _______________
Success definition: _______________
Key metric: _______________
Owner: _______________
Resources: _______________

PRIORITY 3: _______________
Why it's #3: _______________
Success definition: _______________
Key metric: _______________
Owner: _______________
Resources: _______________

EXPLICITLY NOT PRIORITIES:
(Important to document what we're NOT doing)
☐ _______________
☐ _______________
☐ _______________

Trade-off Documentation

TRADE-OFF DECISIONS

PRIORITY TRADE-OFFS:
We chose [Priority A] over [Priority B] because:
_______________

We chose [Priority C] over [Priority D] because:
_______________

RESOURCE TRADE-OFFS:
We're investing in [X] instead of [Y] because:
_______________

TIMING TRADE-OFFS:
We're doing [X] now and [Y] later because:
_______________

RISK ACCEPTANCE:
By not doing [X], we accept the risk of:
_______________

REVISIT TRIGGERS:
We'll reconsider priorities if:
☐ Market conditions change significantly
☐ A priority becomes blocked
☐ Major new opportunity emerges
☐ Quarterly review

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COMMUNICATION & TRACKING

Priority Communication Plan

PRIORITY COMMUNICATION

INTERNAL COMMUNICATION:

Executive Team:
☐ Deep-dive session (2 hours)
☐ Q&A and alignment
☐ Talking points developed
Timing: Week 1

Management Team:
☐ Presentation with rationale
☐ Discussion of implications
☐ Department impact review
Timing: Week 2

All Employees:
☐ All-hands announcement
☐ Connection to vision/strategy
☐ What it means for each team
Timing: Week 3

COMMUNICATION TEMPLATE:

"Our 3 strategic priorities for [period] are:

1. [Priority 1] - because [reason]
   Success looks like: [definition]

2. [Priority 2] - because [reason]
   Success looks like: [definition]

3. [Priority 3] - because [reason]
   Success looks like: [definition]

We chose NOT to prioritize [X, Y, Z] this year
so we can focus our resources on what matters most."

Priority Progress Tracker

PRIORITY TRACKING DASHBOARD

PRIORITY 1: _______________
Owner: _______________
Target metric: _______________

| Month | Target | Actual | Status | Notes |
|-------|--------|--------|--------|-------|
| Jan | | | 🟢🟡🔴 | |
| Feb | | | 🟢🟡🔴 | |
| Mar | | | 🟢🟡🔴 | |
| Q1 Review | | | | |
| Apr | | | 🟢🟡🔴 | |
| May | | | 🟢🟡🔴 | |
| Jun | | | 🟢🟡🔴 | |

PRIORITY 2: _______________
Owner: _______________
Target metric: _______________

| Month | Target | Actual | Status | Notes |
|-------|--------|--------|--------|-------|
| Jan | | | 🟢🟡🔴 | |
| Feb | | | 🟢🟡🔴 | |
| Mar | | | 🟢🟡🔴 | |

PRIORITY 3: _______________
Owner: _______________
Target metric: _______________

| Month | Target | Actual | Status | Notes |
|-------|--------|--------|--------|-------|
| Jan | | | 🟢🟡🔴 | |
| Feb | | | 🟢🟡🔴 | |
| Mar | | | 🟢🟡🔴 | |

QUARTERLY REVIEW QUESTIONS:
☐ Are priorities still the right focus?
☐ Are we making sufficient progress?
☐ Do resources need reallocation?
☐ Are there new inputs to consider?

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