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R02 · Planning

# Critical factors and priorities

What it is for. Connect strategic objectives, risks and monitoring priorities.

[Excel (.xlsx)](https://academy.innguma.com/en/library/descargas/R02-critical-factors-and-priorities.xlsx)[Word (.docx)](https://academy.innguma.com/en/library/descargas/R02-critical-factors-and-priorities.docx)[PDF for printing](https://academy.innguma.com/en/library/descargas/R02-critical-factors-and-priorities.pdf)[Text (.md)](https://academy.innguma.com/en/library/descargas/R02-critical-factors-and-priorities.md)[See the template](https://academy.innguma.com/en/library/critical-factors-and-priorities/#plantilla)

The four downloads (Excel, Word, PDF and text) are generated from this same sheet.

**When to use it.** Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.

## How to use it

1.  Start with the real decision or question you need to resolve and set a cut-off date.
2.  Fill in only what can be verified; write **NOT VERIFIED** when data is missing.
3.  Separate observed facts, hypotheses and implications, and name a reviewer.
4.  Keep the original version and record relevant changes when you update it.

Do it yourself

## Editable template

| Objective | Critical factor | Risk / opportunity | Question | Reasoned priority | Owner |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

Company A case · simulation

Fictional case

## Guided example · Company A

Company A prioritises industrial scale-up capacity over press mentions, because it conditions the decision to run a pilot.

Educational simulation: fictional information and organisations.

## Mistake to avoid

Do not confuse what generates the most news with what matters most.

## Final check

-   Is it clear which decision or need it serves?
-   Can the evidence be located, and is it dated?
-   Are uncertainties and limits made explicit?
-   Can someone else repeat or review the work?

**Notice:** entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.

**Where you learn it** 

-   [2.1 · From context to critical watch factors](https://academy.innguma.com/en/designing-a-monitoring-system/from-context-to-critical-watch-factors/)

**In the Lab** 

[L02 · Monitoring plan builder](https://academy.innguma.com/en/lab/monitoring-plan-builder/)

**Use** 

It works with a spreadsheet, a document or a notebook, with no software licences. It does not replace expert review or certify regulatory compliance.