When it comes to the decision of what approach and criteria you can use to prioritize your projects, products, or tasks it's important to find a fitting prioritization method.

With the help of our prioritization templates, it's easy to start off. You can use these templates as a base for further customizations or simply use the prioritization calculation and criteria that are included by default.

We created four main templates for the most typical use cases. You can find an explanation of the advantages and differences of each one below:


The product prioritization template

This template can be used for developing all kinds of products and is a perfect fit for product managers, executives, team leaders.

A product roadmap enables you to plan and communicate your high-level product strategy. It is a single source of truth that visualizes short- and long term direction of your product as well as initiatives to achieve your vision.

It is crucial to prioritize carefully to define what features and initiatives should make it to your roadmap as resources are limited. Some activities will be more helpful to achieve your goals than others.

The prioritization criteria used in this template (by default) are:

Positive criteria:

  • Revenue increase (Sizes)
  • Customer value (Percentage)

Negative criteria:

  • Development costs (General numbers)

Additional criteria:

  • Must-have (0 to 10)

The marketing prioritization template

Plan your roadmap and get everyone aligned on marketing priorities. This approach is a perfect fit for marketing managers, product marketing managers, and marketing strategists.

A marketing plan provides a high-level overview of your marketing strategy for your team and stakeholders. In many cases marketing roadmaps map out projects and activities from various channels like digital marketing, content, events, and advertising.

The marketing plan template above is a perfect start to wipe away chaos. Prioritize all your marketing efforts to find out what activities should make it to your roadmap. Use the marketing plan as a single source of truth to keep everyone aligned.

The prioritization criteria used in this template (by default) are:

Positive criteria:

  • Lead generation (0 to 10)
  • Brand awareness (Sizes)

Negative criteria:

  • Project hours (General numbers)
  • Costs (Financials (USD))

Additional criteria:

  • Risk (Sizes)

The business prioritization template

Accelerate your progress by focusing on business goals. This approach is a perfect fit for strategists, consultants, project managers, product managers, and executives.

A business roadmap enables you to plan and communicate your business strategy and vision. Visually map out your goals and how you achieve them to keep your stakeholders aligned.

Smart strategic planning is key to keep growing and being successful. A powerful prioritization system helps you to avoid expensive mistakes and decide what projects should make it to your roadmap.

The prioritization criteria used in this template (by default) are:

Positive criteria:

  • Strategic fit (0 to 10)
  • Revenue increase (Sizes)

Negative criteria:

  • Costs (Financials (USD))
  • Project hours (General numbers)

Additional criteria:

  • Risk of failure (Sizes)

The technology prioritization template

A powerful way to build clarity around technology initiatives and IT priorities. This approach is a perfect fit for CTOs, product managers.

A technology roadmap is a powerful tool to plan and communicate high-level technology initiatives of an organization.

It lines out what technology solutions are available right now. It also lines out what solutions will be implemented in the future and which IT-capabilities reach the end of their life cycle.

In order to avoid costly mistakes, it is important to use an objective prioritization system to define which initiatives make it to your roadmap.

The prioritization criteria used in this template (by default) are:

Positive criteria:

  • Technical requirement (Sizes)
  • Business value (Sizes)

Negative criteria:

  • Costs (Financials (USD))
  • Project hours (General numbers)

Additional criteria:

  • Risk of failure (Sizes)

Related questions

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