Impact effort matrix template (free)

What’s inside the Impact / Effort Matrix.

Real content in every part, ready to rewrite with your own.

1A hand-drawn impact/effort chart with 12 ideas placed at their scores
2Quick wins, big bets, fill-ins and money pits, counted in each corner, with the money pits struck through
3A score table with every idea’s average impact and effort
4This quarter’s quick wins with owners and dates, and an empty row to add and score a new idea

When to use it.

Impact / Effort Matrix is a whiteboard for choosing which ideas to do first. Everyone scores each idea from 1 to 10 for impact and effort, and its sticky note goes on the chart at its average score, so quick wins, big bets, fill-ins and money pits sort themselves. A score table lists every idea with its numbers, money pits are struck through, and the quick wins become this quarter’s actions with an owner and a date. The example is a hotel’s plan to win more direct bookings.

Made for

Agencies running client projects
Content and social teams
Web designers and developers
Project managers

Make it yours in four steps.

Open it in Whiteboard and work through it, or let Docsiv AI do the first pass with your details.

Step 1
Write each idea on a note and add it to the score table.
Step 2
Have everyone score impact and effort from 1 to 10, and enter the averages.
Step 3
Move each note to its scores on the chart, then count the notes in each corner.
Step 4
Strike through the money pits and turn the quick wins into actions with an owner and a date.

Start from the Impact / Effort Matrix now.

Questions about this template.

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Is the Impact / Effort Matrix template free?

Yes. Create a free account and it opens in Docsiv's Whiteboard app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Excalifont and Nunito with #b2f2bb, #a5d8ff, #ffec99, #ffc9c9, #1e1e1e, #e03131, and you can change any of them, rewrite every word and add or remove notes, shapes and connectors.

What can I export it as?

Whiteboard in Docsiv offers: Excalidraw boards, PNG and SVG exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the impact effort matrix for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

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