A Simple Framework for Prioritizing Your Training Projects

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Our Customer Success Team shares an easy approach for how to prioritize your training projects.


When training our customers on the Planning Board, we always get comments about how easy and intuitive it is to use. One feature that always gets customers excited is the ability to prioritize their projects, using our simple colour-coded labels: High, Medium and Low. 

Although it is easy to label your projects by priority, the root question we often get asked is how to prioritize your projects. While this might be a bit subjective based on the company, team and number of projects in flight, we wanted to share some recommendations and a framework that we will use to understand the priority relative to other projects we might be taking on. 

What factors can influence priority?

We recommend that you spend some time with your team thinking through the types of projects you were on, and when certain priorities might be warranted.

Priority could be influenced by any of these factors:

  • Business Impact
  • Timelines
  • Urgency
  • Return on Investment
  • Stakeholder Relationship

If you can align as a team on how the above factors include priority, you can start to develop a custom framework for when you might label your projects as High, Medium and Low priority.

Using a Prioritization Matrix 

With this in mind, there are popular prioritization matrices that can be used to influence how you define your project priorities. 

A priority matrix can be a powerful time and project management tool that can help your team focus on what matters most and keep critical projects on track. 

The matrix used here is based on the four time management quadrants developed by notable business leader Stephen Covey and breaks tasks out into two categories: urgency and importance, impact and effort.

We’ve then included our recommendations on how you could use the Priority field on your Project Cards to align to this framework.

Moving forward

So after your team understands how different factors can impact priority, and has reviewed the matrix above, what’s next? We recommend ensuring your alignment to when each priority will be used, and what it means for your project development timelines. Finding an easy way to document this so the team can reference these decisions is also a great tip!

How are you prioritizing your projects? We’d love to hear your approach so we can continue to best support our customers and share your great ideas. Let us know! 

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