Prioritize upcoming work

Collectively decide which work most needs to be done. Great for distilling a long list of needs (and wants) down to a set of streamlined priorities.

Step 1
Generate ideas for potential work to be done

Survey your organization to build a list of ideas for upcoming work. Useful for giving collaborators an opportunity to contribute to future planning.

Step 2
Catalogue and theme ideas for future work

List, tag and theme your collection of ideas for future work. A great exercise for crunching freeform ideas into a focused, actionable list of potential work.

Step 3

Categorize your upcoming work ideas to decide collectively what’s best to take on next. Great for clarifying what the team considers the most valuable or pressing work to be done.

Step 4
Prioritize ideas for future work

Categorize your upcoming work ideas to decide collectively what’s best to take on next. Great for clarifying what the team considers the most valuable or pressing work to be done.

Get started

Use Cases

The team have competing priorities and needs to collaboratively distil these down

How to use this template

1. Sign Up

Sign up for a free trial with Optimal Workshop, or if you already have an account, log in.

2. Browse templates

Click ‘Browse templates’ on the dashboard and select the template that is most aligned to your research project.

3. Customize the studies

You can customize your studies as needed, but we suggest testing them before sending out to participants.