Impact / Effort Matrix

The Impact / Effort Matrix is a visual tool that helps teams prioritise their tasks based on potential impact and required effort. By classifying tasks in a two-axis matrix, participants can identify 'Quick Wins' and focus on high-value actions. This exercise promotes continuous improvement and optimisation of available resources.

Walkthrough

1. 1

   Introduction to the matrix

   10 min

   The facilitator explains the concept of the Impact / Effort matrix. They describe the axes: impact, which measures the added value or expected benefits, and effort, which assesses the necessary resources. They present the four quadrants: 'Quick Wins', 'Major Projects', 'Nothing to Do', and 'Minor Tasks'.

   Tip — Use a concrete example to illustrate each quadrant and facilitate understanding.

2. 2

   Task brainstorming

   15 min

   Participants list all potential tasks or projects on post-its. The facilitator encourages everyone to think freely and not to self-censor. Each task should be clearly written, with an action verb.

   Tip — Ensure that each participant has the opportunity to contribute by reviewing everyone's ideas.

3. 3

   Impact and effort evaluation

   20 min

   In groups, participants evaluate each task on a scale of 1 to 5 for impact and effort. The facilitator guides the discussion to ensure that evaluations are realistic and consensual.

   Tip — Use concrete examples to help calibrate evaluations and avoid group bias.

4. 4

   Task placement on the matrix

   15 min

   Participants place the post-its on the matrix according to the impact and effort scores. The facilitator supervises to ensure that tasks are well positioned and that the group understands the logic of placement.

   Tip — Encourage discussions if disagreements arise to foster shared understanding.

5. 5

   Identifying priorities

   10 min

   The facilitator helps the group identify 'Quick Wins' in the high impact and low effort quadrant. They also encourage discussion of major projects that require more resources but offer significant impact.

   Tip — Remind participants of the importance of alignment with the organisation's strategic objectives.

6. 6

   Action plan

   10 min

   Participants develop an action plan for the identified 'Quick Wins'. The facilitator helps define concrete steps and responsibilities for each priority task.

   Tip — Ensure that the defined actions are specific, measurable, achievable, realistic, and time-bound (SMART).

Variants

• Use different coloured post-its for each department or team to visualise contributions.
• Add a risk axis to assess the likelihood of failure or unexpected difficulties.
• Conduct the exercise individually before sharing and comparing results in a group.
• Integrate a post-implementation review session to evaluate the effectiveness of the prioritisation.