plugins/utopia-studio-cobuild-onboarding/skills/prioritization-frameworks/SKILL.md
Reference guide to 9 prioritization frameworks with formulas, when-to-use guidance, and templates — RICE, ICE, Kano, MoSCoW, Opportunity Score, and more. Use when selecting a prioritization method, comparing frameworks like RICE vs ICE, or learning how different prioritization approaches work.
npx skillsauth add The-Utopia-Studio/skills prioritization-frameworksInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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A reference guide to help you select and apply the right prioritization framework for your context.
Never allow customers to design solutions. Prioritize problems (opportunities), not features.
The recommended framework for prioritizing customer problems.
Survey customers on Importance and Satisfaction for each need (normalize to 0–1 scale).
Three related formulas:
High Importance + low Satisfaction = highest Opportunity Score = best opportunities. Plot on an Importance vs Satisfaction chart — upper-left quadrant is the sweet spot. Prioritizes customer problems, not solutions.
Useful for prioritizing initiatives and ideas. Considers not only value but also risk and economic factors.
Score = I × C × E. Higher = prioritize first.
Splits ICE's Impact into two separate factors. Useful for larger teams that need more granularity.
Score = (R × I × C) / E
| Framework | Best For | Key Insight | |-----------|----------|-------------| | Eisenhower Matrix | Personal tasks | Urgent vs Important — for individual PM task management | | Impact vs Effort | Tasks/initiatives | Simple 2×2 — quick triage, not rigorous for strategic decisions | | Risk vs Reward | Initiatives | Like Impact vs Effort but accounts for uncertainty | | Opportunity Score | Customer problems | Recommended. Importance × (1 − Satisfaction). Normalize to 0–1. | | Kano Model | Understanding expectations | Must-be, Performance, Attractive, Indifferent, Reverse. For understanding, not prioritizing. | | Weighted Decision Matrix | Multi-factor decisions | Assign weights to criteria, score each option. Useful for stakeholder buy-in. | | ICE | Ideas/initiatives | Impact × Confidence × Ease. Recommended for quick prioritization. | | RICE | Ideas at scale | (Reach × Impact × Confidence) / Effort. Adds Reach to ICE. | | MoSCoW | Requirements | Must/Should/Could/Won't. Caution: project management origin. |
development
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
development
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
development
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
tools
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.