Template preview

Start with the table structure.

Use this preview to confirm the fields match your workflow, then copy the Markdown table or download the CSV below.

Decision Matrix Template

decision matrix template

OptionImpact 1-5Confidence 1-5Effort 1-5Risk 1-5NotesDecision
Option A4322Strong upside, medium confidence
Option B3443Safer path, slower to execute
Option C5432Best balance if capacity holds

Copy or download

Choose the format that fits the next step.

Markdown

Decision Matrix Template Markdown table

Copy into docs, Notion, project notes, or a planning brief.

Download Markdown

CSV

Decision Matrix Template CSV

Open in a spreadsheet or import into a lightweight workspace.

Download CSV

Plain text

Decision Matrix Template workflow checklist

Use this before entering final numbers into the calculator.

Download Plain text

Workflow

How to use it with Toolkit Shelf tools.

  1. List only the realistic options. Remove obvious non-starters before scoring.
  2. Score impact and confidence higher when the option has clear upside and evidence.
  3. Score effort and risk higher when the option is heavier, slower, or more fragile.
  4. Use the calculator to normalize weights and compare the final score.
  5. Write the decision note before debating the result again.

A decision matrix is better for comparing known options than discovering new options.

Do not score before agreeing on what impact, confidence, effort, and risk mean.

Lower effort and lower risk should be treated as better when you move into the calculator.