Work Identification and Prioritization

Work Identification and Prioritization Tool

Purpose:

This tool helps individuals and teams prioritize their work effectively by identifying key projects, assessing their size and impact, evaluating bandwidth, and ensuring alignment with overall goals. By completing this activity, you can gain clarity on your top priorities and optimize your workload for maximum productivity

Application of the Rocks Concept (originated by Dr. Stephen Covey):

  • Big Rocks: High-impact, strategic initiatives aligned with key objectives.
  • Medium Pebbles: Important but smaller-scale projects or secondary goals.
  • Small Sand: Routine operational tasks that support overall functions but should not dominate focus.
Work Identification and Prioritization Tool Graphic
Step Description Guiding Questions Your Notes/Insights
1. List current work priorities Identify all projects, tasks, and initiatives currently on your plate What are your major ongoing responsibilities? What are your upcoming projects?
2. Describe project size and complexity Describe each project, task, initiative based on scale & impact. Consider elements like duration, level of change, visibility, and team involvement Is this a long-term or short-term project? Does it require cross-functional collaboration? How visible is this project to leadership or stakeholders?
3. Assign projects by size (priority/weight) Assign each project into one of 3 categories: Big Rocks, Medium Pebbles, or Small Sand. Which projects are most critical to organizational success? Which tasks are necessary but not high-impact?
4. Assess bandwidth & capacity Take stock of how many projects you are currently managing in each category. Evaluate if you and your team have the capacity to complete them effectively. Do you have too many projects at once? Are small tasks distracting from strategic priorities? Does your team have the necessary resources and skills to succeed?
5. Prioritize & adjust Based on your analysis, determine what needs immediate attention (each day or week), what can be postponed, and what can be delegated. Align your workload with your organization’s big picture goals. What are the top 3 projects (Big Rocks) that should be your focus? What tasks can be delegated or restructured or discontinued? Where do you need additional support?
6. Implement & track progress Set milestones and schedule regular check-ins to review and adjust priorities as needed. How will you measure progress? What check-in points will keep you accountable?
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Next Steps:

  • Review this table with your manager, leadership, and/or team… as appropriate/strategic.
  • Make necessary adjustments to focus on high-impact activities.
  • Schedule periodic reviews to ensure alignment with evolving priorities.

By completing this exercise, you can better allocate your time, stay focused on what matters most, and drive meaningful progress in alignment with your goals!