Prioritization Tracking - EXAMPLE

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1	Prioritization Tracking Spreadsheet
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3	What this is -->	The 'Project List' Tab shows the framework for an example prioirtization list. To be clear: this list is not the end point. It is a way to keep yourself and others accountable + on track. Regardless of the structure, you should be able to clearly identify priorities by owner, deadlines, and next steps. Keep in mind, this is a tool to help provide leverage to the principal (CEO or other), adapt this to their preferred working style but then make sure it is used consistently.
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5	How to use this -->	The prioritization list should be continually updated and owned by the Chief of Staff. Reviewing priorities, next steps, and owners should happen at least 2x a week, with the exact timing and cadence set to match the preferences of the principal. When thinking about assigning tasks and priorities, it is helpful to keep the Eisenhower Matrix in mind: importance and urgency should help guide prioritization and next steps.
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7	Tips & Guidance -->	- Block time daily to review / update - this is only helpful if it remains current.
8		- Set a cadence for review with your principal. Establish these norms and stick to it.
9		- Be clear on outcome / delieverable and deadline upfront.
10		- Use filters (owner, status, priority, deadline) to help guide review.
11		- Adapt this to fit your needs! This can (and should) change over time if tweaks / other systems work better.
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13	Alternatives -->	I have found that a lot of leaders prefer the simplicity and familiarity of Google Sheets to other workflow management tools. The goal is to build a tool that is actually used and useful. If you and/or the prinicpal you support prefer Notion, Trello, Monday, etc. then create a tracker there. Here are a few other options + templates that could help guide the creation of the best system for you.
14		Notion Eisenhower Matrix
15		Trello Eisenhower Matrix
16		Monday Project Management Template
17		Asana Resource Management Template
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