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.
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.
Weighted decision matrix
What you type here fills every prompt below and stays in this browser.
- 0′Lay out the board
- 3′Must-haves knock out options
- 8′Trade-offs of each option
- 15′Brainstorm and merge criteria
- 23′Weight the criteria
- 31′Score every option
- 43′Sensitivity check
- 51′Write the decision record
- 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Claude only sees what is on the board, and without pasted facts its trade-offs come from general knowledge that may be out of date.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.
- 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.
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.
One payment, no subscription. Opens in this browser as soon as Stripe checkout completes.- 3–8 min
Must-haves knock out options
In the kitAdd 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.
- 8–15 min
Trade-offs of each option
In the kitPut 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.
- 15–23 min
Brainstorm and merge criteria
In the kitGroup 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.
- 23–31 min
Weight the criteria
In the kitCount 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.
- 31–43 min
Score every option
In the kitFill 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.
- 43–51 min
Sensitivity check
In the kitLook only at the "Matrix" …
Board after this stepA sensitivity note showing whether the winner holds when weights move, and what would flip the result.
- 51–57 min
Write the decision record
In the kitAdd 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.
- 57–60 min
Close with a decision memo
In the kitTurn 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 kitCreate a sheet from the "Matrix" on this board …
Leadership slides
In the kitTurn this board into three slides …
Send to Miro or Lucid
In the kitBefore 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
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
| Minutes | Step | What the board shows afterwards |
|---|---|---|
| 0–3 | Lay out the board | Title strip, an empty must-haves section, one card per option, an empty criteria section and an empty matrix with one column per option. |
| 3–8 | Must-haves knock out options | Must-haves listed; options that fail one are grey with the reason written on them and are out of the matrix. |
| 8–15 | Trade-offs of each option | Each remaining option card shows its gains and costs as short, fact-based notes. |
| 15–23 | Brainstorm and merge criteria | Five to seven named criterion groups with counts, and their names in the matrix's first column. |
| 23–31 | Weight the criteria | Every criterion has a dot count and a weight; the weights add to 100. |
| 31–43 | Score every option | A full matrix with a reason behind every score, weighted totals out of 5 and the top option outlined. |
| 43–51 | Sensitivity check | A sensitivity note showing whether the winner holds when weights move, and what would flip the result. |
| 51–57 | Write the decision record | A decision section beside the matrix, tied to the scores that support it. |
| 57–60 | Close with a decision memo | The 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 here | Workshop kit | |
|---|---|---|
| Sprint retrospective | The whole script | The whole script |
| The other 11 workshops | Agenda, board layout and the first prompt | Every prompt in order, with what you do at each step |
| Prompts that turn the board into a doc, deck, tracker sheet or Miro board | Retro only | For every workshop (40 in all) |
| Mistakes to avoid on Claude Whiteboards | One per workshop | All of them |
| Single-job prompt library | 10 prompts | All 40 |
| Copy, print or download a script | Retro only | All 12, plus the whole kit as one Markdown file |

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