1. UNLEASH YOUR FULL POTENTIAL
Kari Beaulieu
appfluence.com
PRIORITY MATRIX

2. 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 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

3. Today’s Agenda Full webinar: ~30 minutes + questions
Inbox overflow, and the time Principals spend on
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
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4. How much time do Principals spend on email?
Median hours per day = 3
Mean hours per day = 3.6
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5. What comes through your inbox?
Feedback, discussion, updates from your team
Project documents
s that contain action items
Correspondence with project owners, contractors, etc.
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6. The elephant in the room…
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7. Email is not the most efficient way to manage
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8. We’ve all been there…
You receive an 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 Your team continues working with outdated information or a task gets delayed that pushed back the project schedule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
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9. What happens with email:
Person
Person
Person
Project Information
Person
Person
Person
Person
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10. 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  + somewhere that provides you easy access to the ‘paper trail’
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11. Centralized Source of Information
A more effective solution
Person
Person
Person
Project Information
Centralized Source of Information
Person
Person
Person
PRIORITY MATRIX

12. 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 traffic by up to 100% (we’ve even done it ourselves) .
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13. 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

14. Simple Concept
Eisenhower Matrix
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15. Simple Concept. Profound Impact.
Fires
Planned Tasks
Low Priorities
Inbox
Better context. More visibility. Less noise.
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16. 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?
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17. Customer Story
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18. PRIORITY MATRIX

19. Priority Matrix solves a few simple problems for architects
Massive reduction in internal 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

20. Next Steps
Book a one-on-one call with me by ing
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 
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21. Frequently Asked Questions
How to get in touch?
us:
How do I get better at self-management?
Subscribe to our newsletter by ing sign up for one-on-one training
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22. "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