Monthly Archives: June 2017

Review of PRIORITY MATRIX – a workflow system that will revolutionize how IT managers work

This is a BOLD CLAIM, I know, , , but I believe wholeheartedly this system is going to create a paradigm shift in how IT managers work. Let me explain below or go view the video I created to learn more:

A paradigm shift is needed
IT managers have three major challenges and now there is software available to attack all three.

The “BIG THREE” challenges are:

  • Prioritizing work
  • Managing projects successfully
  • Communication

These three challenges are the sources of what I have called the Triple Threat To IT Success for many years.

Appfluence, a Palo Alto company, released a new version of their PRIORITY MATRIX software this week that includes specially designed “IT Manager Templates” to help address these three challenges.

Having used the system for a few months I can tell you that it addresses these three major challenges very effectively.

PRIORITY MATRIX is a very powerful workflow system that places an emphasis on improving productivity and accountability. It even eliminates a considerable amount of your email.

I know what you are saying to yourself, “Right Mike, , , eliminate most of my email, , , who are you kidding?”.

It’s the same thing I thought when I first heard this statement. Well, I saw it happen first hand when I used the system in a real project. It eliminated 90% of the email I would have had with the people working on this project and we completed the project much more productively.

It’s just one of the reasons I have been so impressed with the Priority Matrix system and wanted to make IT managers aware. This is going to be a major step in my company mission of, “helping IT managers of the world achieve more success“.

How Priority Matrix works
The PRIORITY MATRIX system provides a simple interface that uses the Eisenhower Principle for Decision Making. This principle has been around since the 1940’s and is actually well known. Many use this method in their work including:

  • Dr. Stephen R. Covey in his highly acclaimed book, 7 Habits of Highly Effective People
  • David Allen’s book titled, Getting Things Done
  • SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
  • Evernote even has an Eisenhower template

The Eisenhower Principle uses the “4 quadrant concept” where the two boxes in the top row are “important” and the two boxes in the bottom row are “not important”. The left-hand column of two boxes is “urgent” and the right column of two boxes is “not urgent”.

So you have:
Quadrant 1 – Important and Urgent
Quadrant 2 – Important but Not Urgent
Quadrant 3 – Not Important but Urgent
Quadrant 4 – Not Important and Not Urgent

You can use the 4 quadrant concept any way you wish, not just how General Eisenhower (and later 34th President of the US) used it.

Flexibility and adaptability to what you need is the “name of the game” when it comes to the PRIORITY MATRIX workflow system and how they use this 4 quadrant concept.

The 4 quadrant layout in Priority Matrix’s user interface allows you to organize and categorize tasks, projects, or virtually anything you want.

The possibilities in using the 4 quadrant methodology are virtually limitless.

The real power is behind the simple user interface
PRIORITY MATRIX uses the 4 quadrants as the main part in their approach, but there is a big difference in what I see with their implementation. They have a powerful workflow engine beneath the simple 4 quadrant user interface you see.

This engine automates many workflow things we always had to do manually, and it places an emphasis on prioritizing work and completing the work productively. You would never know this unless you worked with the system.

Here is a sample of P/M’s key features and benefits:

  1. Organize virtually anything you want. The 4 quadrant structure is very flexible; you decide how you want to use it.
  2. Prioritize tasks or items by assigning a due date. When you do, the system automatically tracks this and notifies you with alerts and reports.
  3. Assign tasks to teammates. The system keeps track of this automatically so you and others of your choosing can see what is getting done and when things are coming due.
  4. Collaborate in real time to resolve issues. This aspect improves productivity considerably and will eliminate a major part of your email. I didn’t believe this at first but it definitely does reduce email significantly.
  5. Easily include notes, attached files, screenshots, url links and more in your communications.
  6. The system maintains detailed documentation of all communication and notes on all tasks. This is great for documenting what actually happens for future reference. If you work in an environment where tracking work activity is important then this system is definitely worth looking into.
  7. GANTT charts are created automatically and you can even work from the GANTT chart interface to update projects, change dates, reassign tasks, etc.
  8. The CALENDAR interface works the same way.
  9. Manage dozens of projects and easily see all that’s going on by project, by quadrant, by teammate and more.
  10. Build a project from scratch or use one of the predefined project templates to get up and running quickly.
  11. Tag projects, tasks or items so you can filter views or reports by tag. Very helpful.
  12. The system is a great place for storing reference material and other resources.
  13. The system is cloud based so all your devices have access.
  14. Tremendous scalability and security using Amazon Web Service’s S3 storage capability.
  15. Communication updates are automatic when people are assigned or participating in a task or project. This is a major benefit for IT managers.
  16. Easily monitor employee workload when you define tasks with “effort required” and “start & end dates”.

I discovered PRIORITY MATRIX by accident a few months ago and now that I’m familiar with it I’m wondering, “Where have you been all my life?”

The manual To Do List system I’ve used for 30 years is obsolete with a tool like this so I’ll be using PRIORITY MATRIX from now on.

I was so impressed with the PRIORITY MATRIX system that I wanted to invest time and energy to help the company create IT Manager awareness of their system.

I created 6 IT manager templates and they are available for free to new users from the Appfluence web site. Create projects in these categories in just a few minutes, , , there will be more templates created and available soon.

IT Manager Resources
Employee Performance Planning
IT Project Portfolio Process
IT Project Risk Analysis
IT Project Value Analysis

Go to: and take advantage of the FREE 30-day TRIAL offer of the PRIORITY MATRIX System for IT Managers.

I encourage you to take a look at the PRIORITY MATRIX system. Believe me, it’s going to revolutionize the way you do things and make you much more productive in achieving more success.

Cut through the chaos

IT managers have a very tough job. At times it can be almost overwhelming with all the issues you deal with on a daily basis.

  • Client priorities change, , , quite a bit don’t they?
  • Technology is changing faster than ever. We love this but it creates lots of pressure for us to manage.
  • Employees, , , well, something is going on with them all the time.

When all of these changes happen it creates clutter and chaos in an IT manager’s world, , , so much clutter that you can even get to a point where you don’t know what to focus on. I’ve even seen managers freeze up because they are so overwhelmed.

I’ve been there and can even experience the feeling of being overwhelmed today if I allow it in my life.

OK, so what do we do about it?

Well, what breaks through chaos is


At any given time each of us have a lot of things we need to accomplish. Let’s call it our “list of to do’s”. This list can be anything from a minor item like completing a travel expense report to a major task like developing next year’s budget.

I always have a long list of TO-DO’s, , , ALWAYS!!!  You are probably just like me in this regard. It’s normal to have 20 or more important things on your TO-DO List at any given point of time.

If you aren’t careful, this daunting list will put you into a sort of “stalemate” where you can’t quite figure out what you need to focus on. It’s awful when this happens.

It’s obvious we can’t get everything done immediately, but our need to address everything nags at us to do it all NOW. When this happens, we start analyzing and debating within ourselves about what to do. What can happen is that we don’t do anything and waste valuable time which adds to our frustration.

The worst thing you can do is DO NOTHING!

The solution is to organize your TO-DO’s and prioritize them so you can FOCUS. What I’ve done for 30 years is to create a WEEKLY TO-DO LIST that does a few things:

  1. Quantifies all my TO-DO’s (projects, miscellaneous, and personal TO-DO’s)
  2. Organizes my workload so I can see the entire list of things I need to accomplish
  3. Allows me to prioritize the list so I work on the most important items first
  4. Gives me a sense of accomplishment when I start ticking items off the list as they are completed

Weekly To-Do’s work best for me. Some prefer a monthly list and I know a few who work with Daily To-Do’s. Use whatever method works best for you.

My process works like this:
STEP-1 – Develop an Annual Goals and Objectives List. This includes the major things I want to accomplish during the year. I do this during the holidays and the first week of every New Year. It’s a tradition I look forward to each year.

STEP-2 – At the beginning of each month I list the TO-Do’s I need to accomplish this month. I refer to the Annual Goals List to be sure I’m focusing on things that help me achieve these goals.

STEP-3 – Every weekend I create a WEEKLY TO-DO LIST from my monthly objectives list. This is what I focus on during the week and I work hard to accomplish everything on the list. I identify the priorities of what is on the list so I work on the most important items early.

STEP-4 – Emergency items or important issues come up from “out of the blue”. These items are added to this week’s list.

STEP-5 – The following weekend I move any unfinished tasks to next week’s TO-DO List and add new items from the monthly list that need to prioritized.

I have used pencil and paper combined with an EXCEL spreadsheet most of my life. Recently I discovered a system that can assist in this process that is light years ahead of my manual system. It is so powerful that I’ve made a commitment to work with the company to do some things that will benefit IT managers. I’ll announce something major soon so watch for my posts.

My Weekly TO-DO List is very simple as you can see below. It doesn’t need to be complex. All you need is the Task and a column to put a priority on it. For my Annual and Monthly Lists, I use A, B, and C. For my Weekly List, I number them to give them a chronological priority.

Having a TO-DO List in front of you helps you stay on track and it will help you get more things done. Whenever you begin feeling overwhelmed, , , go back to your TO-DO List and knock out a few items. It will “pump you up”.