Prioritize initiatives and projects maintaining a holistic view

When it applies

When we have to prioritize projects, initiatives, actions, requirements, investments, synergies, opportunities, risks, explanations, names...

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Problem it solves

The urgent and necessary transformation of organizations is multiplying the number of projects and initiatives implemented to maximize the chances of survival and value creation. Prioritizing among tens, hundreds, thousands of complex projects, is proving to be very demanding, with each person defending their initiative.

  • The current prioritization methods are very “face-to-face”, and use support materials and tools that are not very agile- they require a lot of time, generate friction, and have high biases (preference for certain people, stage fright, loss of holistic view...)

The result is a very poor prioritization, when this is such an important activity.

Added value by delibera

To be able to optimize the prioritization of initiatives or projects in blocks of 10 to 100, among the members of leadership teams and other key people (usually between 10 and 30 people), in a more agile, thoughtful, collaborative, and transparent way.

  • Following criteria such as impact and viability

  • Ensuring that each person has the time and space to comment and counter-argue

  • Minimizing or eliminating face-to-face meetings and the total time spent, and achieving a much better result

  • Without limiting the possibility for leaders to make final adjustments to the decision

Maximizing their transformation possibilities, and aligning leadership teams.

Sequence of templates to prioritize initiatives and projects while maintaining a comprehensive view

Set meeting

Meeting

Prioritize

Scores

Make allegations

Ideas

Key templates in this use

Feedback of the result and process

Feedback

Close meeting and communicate decision

Meeting

Ranking

Exchangeable templates depending on the complexity of the projects, knowledge about the options, and the existence of established criteria for selection  

Better decisions, cross-cutting viewpoint, and greater alignment of leadership teams

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Success cases

  • A leading global bank, reference and benchmark in the commitment to digital transformation, uses delibera templates quarterly to prioritize a large part of the huge number of innovation projects that emerge from different parts of the organization, minimizing the time it takes to decide and maximizing the quality of the decision-making process, promoting collaboration and eliminating conflicts (9.5/10 satisfaction with the process and the result)

  • The steering committee of a leading security company uses delibera to prioritize the initiatives of its action plan according to two criteria: Potential impact and ease of implementation.

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