Visual Prioritisation of Quarterly Goals, YAY!


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Quarterly Goals Prioritisation In A Visual Way!

When you have a quarterly or annual meeting, how do you take that daunting incongruous list and present it in a way that is easy to manage? And when you also discuss all the tasks and goals previously put on the back burner and brought to light, how do you avoid “cherry-picking” the more desirable tasks?

Steve has a simple way of visualising even the most extensive list of jobs into an easy-to-prioritise chart.


💡 Imagine you have a blank sheet of paper split into four equal quarters. On the vertical line, you have impact scale; on the horizontal, you have effort.

💡 Place your listed tasks as follows. At the top of the paper, first, place the tasks that will offer the most significant rewards or have a close deadline. Then, from left to right, place the tasks that take the most to least effort.

💡 Use a brainstorming approach, as until a good number of your tasks are represented on the chart, it will not be clear which are genuinely high priority or high effort.

💡 You also need to use a method for the chart that allows you to move things around as you go. Don’t just use pen and paper. There are digital versions, and colour coding can increase the clarity, especially if you have different departments or task types.

Quarterly Goals Prioritisation visualized!


‘What typically happens in my business is you sort of end up cherry-picking.’

‘What impact will it deliver? And also from an internal point of view, is there a high need for it?’

‘You also put it relative to something else on the board. So then you put something else on, and based on my opinion or those other people in the meeting, is that more or less impactful than those two things already on there?’

‘It was one of the most useful and productive meetings I’ve ever had, and it was a meeting with myself!’


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How do you prioritise your Quarterly Goals? Let us know in the comments!

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Steve Day

About the Author

Since 2016, Steve has helped hundreds of business owners to systemise their businesses and outsource their work. In doing so, he has helped them regain control of their lives and create the businesses they set out to build.

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