linuszz/business-planning-skills/prioritization-funnel

Claude Code and agent skill by linuszz/business-planning-skills

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Evaluate and prioritize opportunities through a structured filtering process. Use for resource allocation, strategic decision support, and project management.

Install

npx vskill@latest install linuszz/business-planning-skills/prioritization-funnel

SKILL.md

Prioritization Funnel

Metadata

  • Name: prioritization-funnel
  • Description: Structured opportunity filtering and prioritization
  • Triggers: prioritization, resource allocation, opportunity filtering, project ranking

Instructions

Apply a multi-stage filtering process to prioritize opportunities or projects.

Framework

The Funnel Process
ALL OPPORTUNITIES (20-50 options)
          │
    STAGE 1: DEFINITION
    ↓ Apply 4 criteria filters
    (Narrow to 20-30)
          │
    STAGE 2: RAPID APPRAISAL
    ↓ Quick evaluation on key dimensions
    (Narrow to 5-15)
          │
    STAGE 3: FINANCIAL MODELLING
    ↓ Assess quantitative impact
    (Narrow to 3-7)
          │
    STAGE 4: DECISION MAKING
    ↓ Strategic evaluation
    (Select top 1-3)
Stage 1: Definition Filters
CriterionThresholdPass Rate
Strategic FitMust align60% pass
Market SizeMust exceed threshold50% pass
Required InvestmentWithin budget40% pass
Time HorizonMeets window70% pass
Resource AvailabilityFeasible50% pass

Result: [Opportunities passed to Stage 2]

Stage 2: Rapid Appraisal
DimensionWeightScale (1-5)Description
Strategic Alignment30%[High/Med/Low]Fit with goals
Market Potential25%[H/M/L]Growth opportunity
Profitability Impact20%[H/M/L]NPV or margin
Implementation Ease15%[Easy/Med/Hard]Feasibility
Risk Level10%[H/M/L]Project risk
Score[Calculated total]

Result: [Opportunities passed to Stage 3]

Stage 3: Financial Modeling
OpportunityNPVIRRPaybackSensitivity
[Opportunity A]$X MY%Z yearsAnalysis
[Opportunity B]$X MY%Z yearsAnalysis

Result: [Opportunities ranked for final decision]

Stage 4: Final Selection
RankOpportunityTotal ScoreKey Differentiator
1[Opportunity Name][Score][Why #1?]
2[Opportunity Name][Score][Why #2?]
3[Opportunity Name][Score][Why #3?]
Selected Opportunities

Priority 1: [Opportunity Name]

  • Action: [Description]
  • Owner: [Who's responsible]
  • Timeline: [Start - completion]
  • Budget: [Allocation]

Priority 2: [Opportunity Name]

  • Action: [Description]
  • Owner: [Who's responsible]
  • Timeline: [Start - completion]
  • Budget: [Allocation]

Priority 3: [Opportunity Name]

  • Action: [Description]
  • Owner: [Who's responsible]
  • Timeline: [Start - completion]
  • Budget: [Allocation]
Resource Allocation
PriorityAllocated Capital% of BudgetPersonnelTimeline
1$X MY%[Team lead]Q1-Q2
2$Y MZ%[Team lead]Q2-Q3
3$Z MW%[Team lead]Q3-Q4
Hold$V MV%--
Governance

Decision Authority: [Who has final approval] Approval Process: [Stage gate process] Review Timeline: [When to review priorities]

Monitoring
MetricTargetActualVarianceAction
# of opportunities in funnel2018🔴 -10Reassess funnel
Average NPV of top 3$X M$Y M🟢 +10%Continue investment
Resource utilization90%75%🟡 -15%Optimize capacity
Funnel Metrics
StageInputPass RateCycle Time
Definition50 options60%1 week
Appraisal30 options50%2 days
Financial Modeling15 options33%1 week
Selection7 options100%Decision made
Strategic Implications

Portfolio Balance:

  • [Analysis of opportunity mix]

Resource Constraints:

  • [Budget constraint analysis]
  • [Capacity constraint analysis]
  • [Timeline constraint analysis]

Risk Factors:

  • [Over-prioritizing quick wins]
  • [Under-prioritizing strategic opportunities]

Tips

  • Be transparent about scoring - make criteria explicit
  • Use quantitative thresholds where possible
  • Balance qualitative and quantitative factors
  • Don't rush Stage 2 - financial modeling matters
  • Consider resource constraints realistically
  • Review funnel regularly - opportunities and conditions change
  • Document decision rationale for accountability
  • Use weighted scoring to reflect strategic priorities

References

  • Various project management and portfolio management sources
  • McKinsey, BCG project management frameworks
  • PMI prioritization methods
  • Stage-gate process best practices

Security

  • Security scanPassed, 100 of 100Pattern checks on the skill's files.
  • Model reviewPassed

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Quality evaluation

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Source

Popularity

Repository stars
53
Repository forks
2
7-day trend score
20

Stars and forks are for the whole GitHub repository, not this skill alone. Refreshed 18 Mar 2026, 7 months ago.

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