The best way for the team to prioritise action items is through creating an urgent important matrix

What is the Urgent Important Matrix?

An Urgent Important Matrix is a simple but effective tool for prioritizing your to-do list based on the level of urgency and importance of each task. It’s is sometimes referred to as the ‘Eisenhower Matrix’ or ‘Eisenhower Decision Matrix’ and is one of the easiest time management strategies to implement.

The latter two names refer to one of history’s most “efficient” US Presidents, Dwight Eisenhower, who famously quipped “I have two kinds of problems: the urgent and the important. The urgent are not important, and the important are never urgent.” (learn more)

When you’re working with limited resources, you can’t just focus on getting lots of work done; you need to focus on getting the RIGHT things done.

Related templates
Tips for facilitating an effective Urgent Important Analysis

Why Use the Urgent Important Matrix?

An Urgent Important Analysis helps you to rapidly identify the activities that you should focus on, along with the ones you should ignore. It challenges the role of habitual activities and allows you to regain control of your environment and external demands, rather than allow them to control you. By filtering out “busy” activities that provide minimal value to long term goals, you free up time for things that matter.

Developing an Important vs. Urgent Matrix doesn’t require specialized training and has minimal cost, except for the time of those involved.

Who Can Use an Urgent Important Matrix?

Because the technique is so simple and versatile, it’s applicable to all levels of tasks from daily to-do lists through to strategic action plans. Development of an Urgent vs. Important chart is useful for:

  • All industries
  • All departments
  • Existing and new businesses
  • Teams and Individuals

Urgent Important Matrix Template

The template for an Urgent Important Matrix is a simple 2 x 2 square. The resulting four quadrants reflect the degree of urgency and importance of individual tasks. The vertical axis shows ‘Importance;’ the horizontal axis, ‘Urgency.’

This handy tool relies on the answer to just two questions:

  • Is a task important?
  • Is a task urgent?

Each task is then positioned on the prioritization matrix, thus providing a visual representation of which critical activities you should focus your resources and effort on, and which are essentially distractions.

Important but Not Urgent – Plans

These are the activities that help you achieve your long and mid-term goals and objectives. Because they aren’t necessarily pressing for attention, we often put them off to deal with “urgent” issues.

Important but not Urgent activities might include:

  • Longer term planning
  • Work that directly contributes towards goals and objectives
  • Risk analysis
  • Relationship and team building
  • Education and training
  • Proactive maintenance
  • Creating a budget and savings plan

Invest more of your time in this quadrant to help prevent and eliminate many of the urgent activities in Q2 and balance the demands in Q4.

Not Urgent and Not Important – Distractions

These activities are neither important for achieving your long-term goals nor urgent. They are essentially distracting you from doing things that matter.

Not Urgent and Not Important tasks might include:

  • Excessive or irrelevant email
  • Personal phone calls
  • Social media usage
  • Unimportant or unproductive meetings
  • Anything that causes you to procrastinate on, or delay, Q1 tasks

Reduce, or completely avoid spending time, effort, and resources on activities in this quadrant if where possible.

Urgent and Important – Crises

Important and Urgent activities are either emergencies that you couldn’t predict or those that you’ve left until the last minute and have reached crisis point.

These are things we have to manage right now and have a relatively short-term focus.

Important and Urgent tasks might include:

  • Fire-fighting & pressing problems
  • deadlines
  • Equipment breakdowns
  • Client complaints
  • Items from Q1 that weren’t dealt with

By spending more time in Q1, developing systems and plans, you can make many of these tasks more efficient or even eliminate them outright.

Urgent but Not Important – Interruptions

Urgent but Not Important activities are things that sap your time and energy without contributing to longer term benefits. They keep you busy but have no real value.

Urgent but not Important tasks might include:

  • Regular meetings and reports
  • Phone calls and text messages
  • Most emails (although some emails could be urgent and important)
  • Requests from others that don’t directly contribute to your objectives
  • Tasks that “We’ve always done this way” that are ineffective

Renegotiate deadlines, delegate where possible, and challenge the status quo of “regular” activities that don’t necessarily add value, e.g., reports that no one reads or actions.

How to Do Effective Urgent Important Analysis

Understanding the clear difference between urgent and important is the key to obtaining valuable outcomes.

Urgent means that a task requires immediate attention. They are things that can’t be put off and are often for others. The negative consequences of not doing them are immediate. Urgent tasks are reactive, defensive, hurried, short term, and have a narrow focus.

Important tasks contribute to our long-term mission, values, and goals. They are sometimes urgent but usually aren’t. Important activities are proactive and lead to long-term benefits. The negative consequences of not doing them tend to accumulate over a longer period and can then become a crisis.

Actions plans should focus on Q1 and Q2. Q3 is dealt with as a lesser priority, and many tasks from Q4 should be eliminated completely.

As with most brainstorming activities, the time required to conduct an effective Urgent Vs Important analysis varies depending on the organization, the size of the group, and the focus of the session. However, there is no reason why you can’t brainstorm, group position, plan actions, and write up a consolidated action plan in less than an hour or two.

Objectives

Define a clear objective for the Urgent Important Analysis.

Brainstorm

Identify all the current tasks involved in the activity.

Group

Group tasks that are essentially the same.

Position

Assess their urgency and importance of each task and place in the relevant quadrant.

Action Plan

Create an action for each task and assign responsibility and timeframes. Focus on Q1 & Q2 first.

Share and Communicate

Generate a report then share and communicate the outcomes of the session, including the action plan, to relevant stakeholders.

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