Ideate, Plan & Deliver method guide

Prioritisation

Prioritisation turns candidate items into a structured voting round, visible result set and explicit shortlist.

Beginner-friendly guide · 4 min read

What Prioritisation does

Prioritisation turns candidate items into a structured voting round, visible result set and explicit shortlist.

Prioritisation helps a group compare more candidates than it can pursue. Voting, scoring, approval and ranking reveal preferences and reasoning, but they do not turn judgement into objective truth.

Candidates must be comparable and the decision rule should be agreed before results appear. Review evidence, minority concerns and strategic constraints before promoting a shortlist.

Structured group techniques can separate idea generation, clarification and prioritisation. InnovationFlow supports dot voting, scoring, approval and ranking while keeping the result as decision evidence rather than an automatic verdict.[1][2]

Method schematicTurn a candidate set into an accountable shortlist

The voting result informs review. Human judgement and constraints determine promotion.

InnovationFlow explanatory schematic, synthesised from the method sources[1][2].

Understand the method

The parts in plain language

1

Comparable candidates

Use items at a similar level of scope and maturity. Clarify wording and evidence so participants are choosing between understood alternatives.[1][2]

Illustrative example

Do not compare a three-year transformation programme with one small experiment in the same vote.

2

Decision method

Choose a method that fits the question. Dot voting surfaces preference, weighted scoring compares criteria, approval measures acceptability and ranking forces relative order.[1][2]

Illustrative example

Use approval when several options can proceed, and constrained dots when attention must be scarce.

3

Rationale and promotion

Treat the result as decision evidence. Discuss disagreement, bias, missing participants and constraints before accepting or editing the shortlist.[1][2]

Illustrative example

A lower-ranked safety item may still be mandatory and should not be removed by preference alone.

When to use it

  • When a group has more credible candidates than it can pursue.
  • When preferences should be collected transparently before a facilitated decision.

A practical workflow

  1. 1

    Define comparable candidates and the decision rule.

  2. 2

    Choose dot voting, weighted scoring, yes/no approval or ranking.

  3. 3

    Collect votes and optional rationale through a controlled round.

  4. 4

    Review consensus, evidence and trade-offs before promoting items.

Fictional worked example

Example: choosing roadmap experiments

This example is illustrative rather than a reported case. A team must select three of eight opportunity experiments.

Rule

Observation:Participants receive five dots and may add a reason.

Implication:The constraint reveals relative preference.

Result

Observation:Two ideas lead clearly while several split the group.

Implication:Discuss why the third place is uncertain.

Decision

Observation:A low-vote regulatory experiment has a fixed deadline.

Implication:Promote it explicitly because of constraint, not by altering the vote.

From analysis to decision

How to interpret the result

  • 1Show participation and the chosen rule alongside results.
  • 2Inspect disagreement and missing perspectives.
  • 3Record why the final shortlist differs from the raw ranking.

The interpretation guidance is an InnovationFlow synthesis of[1][2].

What a useful output looks like

A ranked or scored result with participation evidence.
An explicit promoted shortlist.

Common pitfalls

  • Voting measures preference, not objective value.
  • Do not mix candidates at very different levels of abstraction.

References and method basis

  1. [1]Delbecq, A.L. and Van de Ven, A.H. (1971). A Group Process Model for Problem Identification and Program Planning. The Journal of Applied Behavioral Science, 7(4), 466-492. Source ↗Peer-reviewed research
  2. [2]Phaal, R., Kerr, C., Ilevbare, I., Farrukh, C., Routley, M. and Athanassopoulou, N. (2016). On self-facilitating templates for technology and innovation strategy workshops. Centre for Technology Management Working Paper Series, No. 8. Source ↗Peer-reviewed research

This guide synthesises the named sources into practical questions for strategy and innovation work. It does not claim that using a tool by itself produces a successful decision.

Practitioner support

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