SP Support Center Presents Working with the Priority Grid With Corina Tracy

PLAN with the PRIORITY GRID ASSESS LEARN ASPIRE ACT PLAN

ASSESS to ASPIRE alone work well with operational variance LEARN ASPIRE ACT PLAN

Start with ASPIRE for Strategic Planning, then ASSESS OPERATIONAL PLANNING STRATEGIC PLANNING

the priority grid A Year-Round Tool Aiding Team Alignment Managing Up and down

Org & PROGRAM-LEVEL Scales up Scales down Pillar-level

Topics Covered What is the purpose of the priority grid? What are the action implications? Mechanics for creating the grid How to force rank initiatives Pillar-specific strategy and metrics  Overall program-level strategy and metrics

Purpose Structure thinking to focus on high impact

The Priority Grid Axes Difficulty Organizational Impact 7.0 and above 6.0 – 6.9 5.0- 5.9 4.0 – 4.9 3.0 – 3.9 Below 2.9 Below 6.0 6.0 – 6.4 6.5 – 6.9 7.0 – 7.4 7.5 – 7.9 8.0 – 8.4 8.5 – 8.9 9.0 and above Organizational Impact

The Priority Grid Quadrants Difficulty 7.0 and above 6.0 – 6.9 5.0- 5.9 4.0 – 4.9 3.0 – 3.9 Below 2.9 Below 6.0 6.0 – 6.4 6.5 – 6.9 7.0 – 7.4 7.5 – 7.9 8.0 – 8.4 8.5 – 8.9 9.0 and above FOOL’S TRAP HIGH HANGING FRUIT TEMPTING DISTRACTIONS LOW HANGING FRUIT Organizational Impact

Priority Grid Steps List Initiatives Force Rank Impact and Difficulty Document Rationale Ground in Change-Sustain Strategy Action Plan

Step 2: Criteria for Forced Rankings Time intensity/difficulty ranking, 1-10 Higher rankings based upon time intensity for key people Higher ranking based on degree of cultural (behavior) change required Higher if this requires resources ($’s, FTEs) not yet approved. Note if item is contingent upon needed resources. 7.0 and above 6.0 – 6.9 5.0- 5.9 4.0 – 4.9 3.0 – 3.9 Below 2.9 Below 6.0 6.0 – 6.4 6.5 – 6.9 7.0 – 7.4 7.5 – 7.9 8.0 – 8.4 8.5 – 8.9 9.0 and above Impact ranking, 1-10 Based on what matters most in the context of a specific grid e.g. the overall vision, or the pillar element within it.

Step 2: What Forced Ranking is 7.0 and above 6.0 – 6.9 5.0- 5.9 4.0 – 4.9 3.0 – 3.9 Below 2.9 Below 6.0 6.0 – 6.4 6.5 – 6.9 7.0 – 7.4 7.5 – 7.9 8.0 – 8.4 8.5 – 8.9 9.0 and above Ranking Individual Items AGAINST EACH OTHER

Step 3: Documenting Rationale each ranking Evaluating Impact and Difficulty of Shifts How important you think an initiative area is

Step 3: Documenting Rationale helps… …organize your thinking and… …encourage great conversations!

Bring Attention to the Level of Strategy you are Affecting Program LEVEL 2 Pillar within a Program LEVEL 3 Strategy within a Pillar