Eisenhower Matrix

quadrantChart
  x-axis Urgent --> Not Urgent
  y-axis Not Important --> "Important"
  quadrant-1 Plan
  quadrant-2 Do
  quadrant-3 Delegate
  quadrant-4 Delete

Do = Fire

• High value add that has a time limit

Examples

• ER coverage, Facilitator switches, Urgent rescheduling
• Last minute scheduling requests
• 48hour fires (SLA for legal, sch., onboarding, invoicing)
• Faciliator tech problems
• Finalizing legal, redlines
• Closing deals
• Follow up on past due invoices
• Sending post-workshop boosters
• Maintaining client info across systems

Plan = Investment

• Things that add value that are not urgent

Examples

• process improvement and training
• tool maintenance + upgrades
• training new CAs
• updating/creating templates
• team sync ups, skill ups
• personal development
• nod test

Delegate = Deception

Characteristics

• takes up time

Examples

• responding to non-urgent client emails
• clients pushing sense of urgency on call-to-action

Delete

Characteristics

• all else
• don't do it