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 Webinar duration: ~40 minutes + Q&A
Increasing Accountability + Reaching Alignment
Taming the Beast that is Your Inbox
PRIORITY MATRIX

4. We’ve all been there… You had a plan that was going to be perfect…
Then.. Something falls behind or an emergency comes up
Then.. Shuffle workload to pick up the slack
Then.. Somewhere along the line, a key task gets dropped
Then.. The project gets delayed
Then.. You have to inform the project owner
Then.. This is uncomfortable for you, uncomfortable for clients, can take a toll on the relationship
PRIORITY MATRIX

5. Why? Communication / expectations Lack of ownership
Mismatched priorities
Resources stretched thin
PRIORITY MATRIX

6. Their Needs vs. Your Needs
Architects
What’s all our clients timeline?
Any important obstacles?
Who should do what first?
Project Owners
What is my timeline?
Are there any important updates?
When will this be done?
PRIORITY MATRIX

7. Simple Concept
Eisenhower Matrix
PRIORITY MATRIX

8. Strategies for getting alignment now…
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

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

10. What is Priority Matrix?
Priority Matrix is a platform for team coordination that allows principal architects and project managers centralize project information and manage tasks, which allows them to increase accountability and streamline team collaboration.
PRIORITY MATRIX

11. The elephant in the room…
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12. Email is not the most efficient way to manage
PRIORITY MATRIX

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

14. The Deal with E-mail Person Person Person Project Information Person
PRIORITY MATRIX

15. 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’
PRIORITY MATRIX

16. Centralized Source of Information
Keeping Information Centralized
Person
Person
Person
Project Information
Centralized Source of Information
Person
Person
Person
PRIORITY MATRIX

17. Customer Story
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18. Priority Matrix solves a few simple problems for architects
30 minutes time savings per meeting
Gets you back to doing the work you love
Provides a system for tracking even the most granular action items
Removes the fear that there’s something else you’re forgetting
Keeps your inbox focused on external, not internal, communication
PRIORITY MATRIX

19. Next Steps
If you’re interested in exploring further, book a one-on-one call with me on the calendar shown on your screen upon exiting the webinar
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 accountability and efficiency 
PRIORITY MATRIX

20. 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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21. "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