O-Bot Tools

Whether you're dealing with waste you can't pin down or too many competing priorities that all feel urgent — this tool helps you focus on the few things that matter most, build actionable solutions, and decide what to act on first.

Step 1: Pareto Analysis

Enter waste sources or reasons with their percentage of total impact.

Start from a template:

Customer Churn

Why customers leave and where to focus retention efforts

Slow Delivery

What slows down your team's ability to ship

Meeting Overload

Where time gets wasted in meetings and coordination

Sales Conversion

Why leads drop off and deals stall

Employee Turnover

What drives people to leave and how to retain them

— or start from scratch below —

What's a bottleneck? The hardest-to-replace or most expensive resource in your process — the one thing that limits everything else. This also works for reviewing how you spend your own time — whether you're prioritizing your team's work or figuring out where your own focus should go.

What to enter: The waste sources or reasons that affect your bottleneck. Give each a rough percentage — don't overthink it. If you have enough to see which one is biggest, you have enough.

Bottleneck / Problem being analyzed:

Step 2: Focusing Table

Brainstorm solutions for your top causes. Score each on impact and effort.

Remember: The Focusing Table is a solution table. You're listing what you could DO about the causes — not repeating the causes. Use the sliders to rate each solution on impact and how easy it is to implement.

Step 3: Focusing Matrix

Your solutions plotted by Impact vs Effort. See what to do first.

Quadrants:
Pearls — high impact, easy | Oysters — high impact, hard | Low-Hanging Fruit — low impact, easy | White Elephants — low impact, hard

OYSTERSHigh Impact · Hard

PEARLSHigh Impact · Easy

WHITE ELEPHANTSLow Impact · Hard

LOW-HANGING FRUITLow Impact · Easy

← Hard Effort Easy → Impact →

How to act on this:
1. Pearls — Start now. Treat these as a priority.
2. White Elephants — Remove from your plate for now. They steal attention from what matters.
3. Low-Hanging Fruit — Pick 1–2 for momentum. Don't chase all of them.
4. Oysters — Plan it. Check dependencies on Pearls first. Once you've allocated resources to Pearls and some Low-Hanging Fruits, see if you have enough capacity for one Oyster that can deliver real benefit. If so, work on it. If not, keep for later.

Decision Summary

Step 1: Pareto Analysis

Customer Churn

Slow Delivery

Meeting Overload

Sales Conversion

Employee Turnover

Pareto Chart

A/B/C Classification

Step 2: Focusing Table

Focusing Table

Step 3: Focusing Matrix

Decision Summary

O-Bot Tools

Step 1: Pareto Analysis

Customer Churn

Slow Delivery

Meeting Overload

Sales Conversion

Employee Turnover

Pareto Chart

A/B/C Classification

Step 2: Focusing Table

Focusing Table

Step 3: Focusing Matrix

Decision Summary

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