UNLEASH YOUR FULL POTENTIAL Kari Beaulieu kari@appfluence.com appfluence.com PRIORITY MATRIX

About Us PRIORITY MATRIX Retail Communications Alignment at the Top Featured in Apple App Store one of the “get things done” app. A leader in Priority Management Software Thousands of customers worldwide Retail Communications We provide the district store manager visibility into critical issues across a dozen stores all over the country, resolving customer issues before they become fires. More Efficient Meetings CEO/President/SVPs of this design-build-operate construction firm leverages Priority Matrix to have more efficient staff meetings, helping everyone know exactly what they are accountable for, and saving 20-30 minutes every meeting. Alignment at the Top Priority Matrix helps the CEO and top executives stay aligned on key priorities across the entire organization keeping the team organized and efficient. PRIORITY MATRIX

Today’s Agenda Full webinar: ~30 minutes + questions Inbox overflow, and the time Principals spend on email Using Priority Matrix to handle action items from Outlook (+ project folders) Sharing large files via Outlook, using Priority Matrix’s cloud-based system How to utilize Priority Matrix as a collaboration tool both internally and externally to further reduce inbox overflow PRIORITY MATRIX

How much time do Principals spend on email? Median hours per day = 3 Mean hours per day = 3.6 PRIORITY MATRIX

What comes through your inbox? Feedback, discussion, updates from your team Project documents Emails that contain action items Correspondence with project owners, contractors, etc. PRIORITY MATRIX

The elephant in the room… PRIORITY MATRIX

Email is not the most efficient way to manage PRIORITY MATRIX

We’ve all been there… You receive an email with an quick update or action item… Then.. You put it in the correct folder, and start working on it right away Then.. Something distracts you, so you promise you’ll come back to it Then.. Next thing you know, this has happened 3 times in one day Then.. One, or more, action items falls through the cracks Then.. Your team continues working with outdated information or a task gets delayed that pushed back the project schedule Then.. This is uncomfortable for you as a manager, uncomfortable for project owners or contractors, can take a toll on the project PRIORITY MATRIX

What happens with email: Person Person Person Project Information Person Person Person Person PRIORITY MATRIX

Ideal solutions: Feedback, discussion, updates  a centralized point of reference for your team (meeting minutes, etc.) Project documents  a centralized location that allows your team access to the documents they need to work efficiently Action items  a task management system that facilitates tracking, visibility, and accountability Correspondence with project owners / contractors  email + somewhere that provides you easy access to the ‘paper trail’ PRIORITY MATRIX

Centralized Source of Information A more effective solution Person Person Person Project Information Centralized Source of Information Person Person Person PRIORITY MATRIX

What is Priority Matrix? Priority Matrix is a platform for team collaboration that provides principal architects and project managers a way to centralize project information and manage tasks, which allows them to streamline team collaboration and increase accountability. Due to it’s capabilities, Priority Matrix allows teams to reduce their internal email traffic by up to 100% (we’ve even done it ourselves) . PRIORITY MATRIX

Why is Priority Matrix effective? Eradicates miscommunications / and mismatched expectations Combats lack of ownership Keeps information centralized, organized, and accessible Helps your team stay on top of work across multiple projects PRIORITY MATRIX

Simple Concept Eisenhower Matrix PRIORITY MATRIX

Simple Concept. Profound Impact. Fires Planned Tasks Low Priorities Inbox Better context. More visibility. Less noise. PRIORITY MATRIX

Our strategy for team alignment… 1) Take a moment to think about the priorities for the project you’re currently working on 2) Ask yourself if each of them is important, urgent 3) Gather 2-3 other people, and ask them to do the same thing 4) Compare notes with your co-worker and discuss Is there alignment? Is there mis-alignment? What are the surprises? PRIORITY MATRIX

Customer Story PRIORITY MATRIX

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Priority Matrix solves a few simple problems for architects Massive reduction in internal email traffic 30 minutes time savings per meeting Improves your ability to see the big picture and maintain accountability Removes the fear that there’s something else you’re forgetting Streamlines file sharing with external parties PRIORITY MATRIX

Next Steps Book a one-on-one call with me by emailing kari@appfluence.com We’ll learn about your workflow, and get you set up with the right integrations and templates Spend a few weeks leveraging the centralized source of information to communicate clearly, keep work in context, and stay on the same page Let’s quantify the shift in efficiency  PRIORITY MATRIX

Frequently Asked Questions How to get in touch? Email us: support@appfluence.com How do I get better at self-management? Subscribe to our newsletter by emailing kari@appfluence.com, sign up for one-on-one training PRIORITY MATRIX

"Responsibility equals accountability equals ownership "Responsibility equals accountability equals ownership. And a sense of ownership is the most powerful weapon a team or organization can have." Pat Summitt PRIORITY MATRIX