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Prioritisation Matrix

A simple four-box matrix for sorting tasks by urgency and importance, with clear actions for each box and a weekly plan, designed for people who feel overwhelmed by tasks.

Preview of the first page of Prioritisation Matrix
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Primary profession
Occupational therapists
Client group
Adolescents and adults who find it hard to prioritise, including people with executive function difficulties.
Practice setting
Occupational therapy, study support and work readiness.
Format
Printable worksheets, Templates and planning tools
Details
A4 PDF, printable
Pages
3
Editable version
Word (.docx), for Plus members
Demographics
Teens, Adults
Age groups
Adolescents, Adults
Access
Plus members
Resource code
PP-OT-019
Version
1.0

About this resource

When everything feels urgent it is hard to start. This matrix sorts tasks into four boxes by urgency and importance, with a clear action for each: do now, plan a time, shorten or ask for help, and let go or leave for later. A weekly plan turns choices into action.

Purpose

To help people decide what to do first and reduce overwhelm.

Who it is for

Primary profession: Occupational therapists. Also relevant for counsellors and therapists, youth workers.

Client or participant group: Adolescents and adults who find it hard to prioritise, including people with executive function difficulties.

Practice setting: Occupational therapy, study support and work readiness.

Suggested uses

  • Study and work planning
  • Executive function support
  • Returning to work or study
  • Managing household tasks

Instructions for practitioners

  1. Brain-dump all tasks first.
  2. Sort tasks together, explaining the boxes.
  3. Plan when the important tasks will happen.
  4. Review weekly.

Instructions for clients or participants

  1. List all your tasks.
  2. Sort them into the four boxes.
  3. Plan your week.

Accessibility considerations

Use sticky notes for sorting. Can be completed digitally.

Scope and limitations

A planning tool. It does not assess executive function.

Research basis

Executive functions such as planning, working memory and self-control develop over time and can be supported with external structure and practice.

What is included

A 3-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.

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