How to use the Portfolio prioritisation template

Start a board from it
Use this template opens a new Freero board with the Portfolio prioritisation template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Portfolio prioritisation”.
Follow the instruction on the board
“Score all projects in one session with the same people. Start from the top until the budget or people run out; the line is the decision.”
Fill in each part
- Table Columns: Project · Value (1–5) · Strategic fit (1–5) · Cost · Risk · Decision · Why
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Portfolio prioritisation board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Project intake request
A standard request for new projects: the problem, the expected benefit, urgency, rough size and sponsor, so requests can be compared fairly.
Project charter
The agreement a sponsor signs before work starts: why the project exists, what is in and out, who decides and what done means.
OKR tree
A mission broken into objectives, measurable key results and the initiatives behind them.
OKR tracker
Key results with start, target and current values, confidence and owners, plus check-in notes.
Weekly cash flow forecast
Forecast the money coming in and going out week by week for the next quarter, so you see a cash crunch before it arrives.
Financial scenarios
Set a downside, base and upside case for next year’s numbers, and agree the early signs that tell you which one you are in.