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Weighted decision matrix on Claude Whiteboards

Knock out options that fail a must-have, agree weighted criteria, score each option 1 to 5 with a reason, test whether the winner survives a change in weights and write the decision down.

60 minutes · 3–8 people · 9 prompts · first prompt free

Use it when: A team has 2 to 5 real options, the choice is costly to reverse, and opinions are split; 3 to 8 people.

The decision
Decide by
Final call if tied
Must-haves
Option A
Option B
Option C
Option D
Criteria
MatrixCriterionWeightABCD
The board after the setup prompt, to scale. Claude draws these empty sections; your team fills them in over the next 8 steps.

Weighted decision matrix

60 minutes · 3–8 people · 9 prompts in order

First step free

What you type here fills every prompt below and stays in this browser.

  1. 0′Lay out the board
  2. 3′Must-haves knock out options
  3. 8′Trade-offs of each option
  4. 15′Brainstorm and merge criteria
  5. 23′Weight the criteria
  6. 31′Score every option
  7. 43′Sensitivity check
  8. 51′Write the decision record
  9. 57′Close with a decision memo

Agenda, 60 minutes. Click a time to jump to its step.

Before the meeting
  • Collect the facts for each option as plain text before the session: prices, contract terms, benchmark numbers, reference calls. Claude only sees what is on the board, and without pasted facts its trade-offs come from general knowledge that may be out of date.
  • Name the one person who makes the final call if the matrix ends in a tie. Write it down before anyone sees a score.
  • Open the board 10 minutes early, run step 1, then click Share and invite everyone by email.
  1. 0–3 min

    Lay out the board

    Run this before people join. Check that there is one card per option and that the matrix has one column per option.

    Start a whiteboard for this decision: Which data warehouse Fernway Logistics moves to before Q3 2027. Across the top, add a title strip with the decision and two empty sticky notes labeled "Decide by" and "Final call if tied". Below it, on the left, add a section called "Must-haves". In the middle, add one large card per option, side by side, for each of these: Snowflake, BigQuery, Databricks, stay on Postgres. On the right, add an empty section called "Criteria". At the bottom, add a table called "Matrix" with the first two columns Criterion and Weight, then one column per option, and a last row labeled "Weighted total". Leave all cells empty.

    Board after this stepTitle strip, an empty must-haves section, one card per option, an empty criteria section and an empty matrix with one column per option.

  2. Steps 2 to 9 are in the workshop kit

    You have the setup prompt and the full agenda. The kit adds the other 8 prompts of this weighted decision matrix, what to do while Claude works on each one, and 3 follow-up prompts: Scoring sheet with formulas, Leadership slides, Send to Miro or Lucid. The same for all 12 workshops, plus the 40-prompt library.

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  3. 3–8 min

    Must-haves knock out options

    In the kit

    Add these must-haves to "Must-haves" as separate sticky notes, keeping my wording …

    Board after this stepMust-haves listed; options that fail one are grey with the reason written on them and are out of the matrix.

  4. 8–15 min

    Trade-offs of each option

    In the kit

    Put the trade-offs of each remaining option on its card, using only these facts …

    Board after this stepEach remaining option card shows its gains and costs as short, fact-based notes.

  5. 15–23 min

    Brainstorm and merge criteria

    In the kit

    Group the sticky notes in "Criteria" by what they measure, keeping every note's wording …

    Board after this stepFive to seven named criterion groups with counts, and their names in the matrix's first column.

  6. 23–31 min

    Weight the criteria

    In the kit

    Count the dots on each criterion group and write the count in its label …

    Board after this stepEvery criterion has a dot count and a weight; the weights add to 100.

  7. 31–43 min

    Score every option

    In the kit

    Fill the "Matrix" with these scores on a 1 to 5 scale, where 5 is best …

    Board after this stepA full matrix with a reason behind every score, weighted totals out of 5 and the top option outlined.

  8. 43–51 min

    Sensitivity check

    In the kit

    Look only at the "Matrix" …

    Board after this stepA sensitivity note showing whether the winner holds when weights move, and what would flip the result.

  9. 51–57 min

    Write the decision record

    In the kit

    Add a section at the right of the board called "Decision" with these notes, using exactly what I say …

    Board after this stepA decision section beside the matrix, tied to the scores that support it.

  10. 57–60 min

    Close with a decision memo

    In the kit

    Turn this board into a one-page decision memo with these sections …

    Board after this stepThe board is the full record; the memo is what people outside the room read.

After the meeting

  • Scoring sheet with formulas

    In the kit

    Create a sheet from the "Matrix" on this board …

  • Leadership slides

    In the kit

    Turn this board into three slides …

  • Send to Miro or Lucid

    In the kit

    Before I send this board to Miro, tidy it …

What goes wrong on Claude Whiteboards

  • Never ask Claude to score the options. It only knows what is on the board, so a score it invents is a guess that looks like data. It writes down the room's scores and does the arithmetic, nothing more.
  • 2 more pitfalls for this workshop are in the kit

Board layout

The decision
Decide by
Final call if tied
Must-haves
Option A
Option B
Option C
Option D
Criteria
MatrixCriterionWeightABCD
The board after the setup prompt, to scale. Claude draws these empty sections; your team fills them in over the next 8 steps.
You leave with

A board with the decision and must-haves, a trade-off card per option, 5 to 7 criteria with weights adding to 100, a scored matrix with a one-line reason per score and weighted totals, a sensitivity note, and a decision record. Plus a decision memo and a scoring sheet with live formulas.

Agenda at a glance

MinutesStepWhat the board shows afterwards
0–3Lay out the boardTitle strip, an empty must-haves section, one card per option, an empty criteria section and an empty matrix with one column per option.
3–8Must-haves knock out optionsMust-haves listed; options that fail one are grey with the reason written on them and are out of the matrix.
8–15Trade-offs of each optionEach remaining option card shows its gains and costs as short, fact-based notes.
15–23Brainstorm and merge criteriaFive to seven named criterion groups with counts, and their names in the matrix's first column.
23–31Weight the criteriaEvery criterion has a dot count and a weight; the weights add to 100.
31–43Score every optionA full matrix with a reason behind every score, weighted totals out of 5 and the top option outlined.
43–51Sensitivity checkA sensitivity note showing whether the winner holds when weights move, and what would flip the result.
51–57Write the decision recordA decision section beside the matrix, tied to the scores that support it.
57–60Close with a decision memoThe board is the full record; the memo is what people outside the room read.

Run every workshop, not just the retro

Anthropic's help page gives three sample prompts. Free prompt packs give single prompts. The kit gives you the whole session: what to paste, in what order, how many minutes each step takes, what you do while Claude works and what the board should show before you move on.

Free hereWorkshop kit
Sprint retrospectiveThe whole scriptThe whole script
The other 11 workshopsAgenda, board layout and the first promptEvery prompt in order, with what you do at each step
Prompts that turn the board into a doc, deck, tracker sheet or Miro boardRetro onlyFor every workshop (40 in all)
Mistakes to avoid on Claude WhiteboardsOne per workshopAll of them
Single-job prompt library10 promptsAll 40
Copy, print or download a scriptRetro onlyAll 12, plus the whole kit as one Markdown file
A finished Claude Whiteboards launch timeline with sticky-note milestones from Day 1 to Day 12
A finished launch board from Anthropic's demo. The launch plan script builds this kind of board, then adds lanes, owners and a risk pass.

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