App / Executive strategy and management
Build an initiative prioritization board
Build an initiative prioritization App in Proforma. Compare effort, strategic fit and evidence, then inspect how assumptions change the proposed portfolio.
Chief of staff · Strategy lead
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Your starting prompt.
Build one App to compare [initiatives] against [strategic objectives] and [resource constraints]. Show effort ranges, dependencies, expected outcomes and evidence strength. Make scoring weights explicit and adjustable, with sensitivity views that identify rankings dependent on assumptions. Keep unscored initiatives visible and include an owner review state. Do not equate a weighted score with an approved portfolio or automatically assign resources.
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Method and review
Keep the assumptions visible.
Compare initiatives using explicit criteria and evidence from supplied records. Show tradeoffs, owners and missing information rather than inventing a strategic recommendation.
For this task, check
Executives should review judgment-heavy scores and dependencies before making resource commitments.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Agreed initiative data and evaluation criteria
- Permission to create or update the strategy App
Build one App from data you have permission to query. Review its definitions and calculations with your team.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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