Prioritization of initiatives

Deciding what to do can be overwhelming. Talented teams have many ideas, but struggle with limited resources.

In this example, we demonstrate how Onebrief can be used to understand what should be prioritized when options look equally valuable from the surface.

Scenario

Acme, Inc is an enterprise software startup and has to decide between improving its core product or introducing new functionality. Here's what you know:

  1. A large deal is blocked, because the client demands single sign-on
  2. There is interest in a more expensive enterprise tier for clients who require greater security and control
  3. Trials aren't converting and a survey revealed the need for better product integrations
  4. NPS isn't ideal, likely due to a high-visibility bug or subpar performance

Braindump

It is typical of a prioritization scenario to start your brief with an unknown main goal. After all, all you have at the beginning is a list of ideas, and we'll use that list to create the first series of cards—a simple braindump.

Learn more: How to quickly add cards

Braindump list

Business outcomes

Onebrief is based on the principle that the best action has the most valuable effects. At this point, however, our actions are completely disconnected from their expected business outcomes—their effects.

To add some, for each action card, we ask "What might result from it?"

Learn more: How to add linked cards

Disconnected map

Define main goal

After adding a few effects, our map shows some themes, each represented by a parallel chain of cause and effect.

Sometimes you will want chains to remain separate. However, for prioritization, a common goal/outcome is necessary.

For this example, imagine you have reached out to your CEO, and she told you that her primary concern is to raise the next round of funding. Using that information, you can establish the main goal, the outcomes most likely to contribute to it, and connect all your loose chains.

Learn more: How to add and remove links

Full map

Decision

Rate cards and links first

To narrow your decision space, and highlight cards that have the highest relative value, Onebrief will perform best if you rate cards and links.

Learn more: How to rate cards and links

Then decide

With enough items rated, you can now enable the "Show only highest relative value" filter. That will highlight your most valuable actions and point you towards what you might want to prioritize.

When set to show the 8 cards most valuable to your main goal, this is what you get:

Prioritized

In other words, "SAML single-sign on" is likely the right priority, because it unblocks a deal and gives enterprise customers something that they often look for.

You can continue to play with different filter settings and see what else you may learn.

Learn more: How to analyze and decide