Template · free
Feature selection matrix
A planning grid that turns thirty-odd app features into a decision: switch on, switch on later or leave off. Each row has an audience, an effort rating and a sign-off column so a committee can settle scope in one meeting instead of five email threads.
Everything below is free to read and copy. A person from our team emails you the editable working file (CSV, opens in Excel or Google Sheets) within one working day.
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Who it is for
- Corporate event managers agreeing scope with HR, sales and leadership
- HR and L&D leads running a recurring programme who want a lean first launch
- Anyone briefing an agency and needing one page that fixes the scope
How to use it
- Copy the sheet and delete features you already know you will not use.
- In the meeting, read each row aloud and record Keep, Later or Drop in the Decision column.
- Give every Keep an owner who will supply its content before the content deadline.
- Re-read the Keep rows against the Effort column; if more than a third are High effort, move some to Later.
The contents
| Feature | Audience | Effort | Needs from you | Decision (Keep, Later, Drop) |
|---|---|---|---|---|
| Branded splash and theme | All | Low | Logo, colour codes | |
| OTP or code login | All | Low | Member list with phone or email | |
| Delegate ID and PIN login | Delegates | Medium | Pre-issued IDs and PINs | |
| Member import | Organisers | Medium | One clean sheet of members | |
| Groups and cohorts | All | Medium | Group names and who belongs | |
| Agenda and sessions | All | Medium | Session titles, times, rooms | |
| Speaker profiles | All | Medium | Photos, bios, session links | |
| Venue map and seating | All | Medium | Floor plan files | |
| Notices and banners | All | Low | Short copy per notice | |
| Scheduled announcements | All | Low | Message calendar | |
| Push notifications | All | Low | Approval rules | |
| WhatsApp campaigns | All | High | Approved templates, consent | |
| Information pages and documents | All | Low | PDFs, FAQs | |
| Live polls | Delegates | Medium | Questions and a moderator | |
| Live quizzes | Delegates | High | Question bank and a host | |
| Feedback forms | Delegates | Low | Question list | |
| Word clouds | Delegates | Low | One prompt per session | |
| Chat and discussion | All | High | Moderator rota | |
| Social wall | All | High | Moderation rules | |
| Photo gallery and downloads | All | Medium | Photographer hand-off plan | |
| Points wallet and leaderboard | All | High | Scoring rules | |
| Reward store | All | High | Reward list and fulfilment owner | |
| Badges and streaks | All | Medium | Badge criteria | |
| QR attendance and activities | All | Medium | Scan points and staff | |
| Entry pass with personal QR | All | Medium | Gate staffing plan | |
| Meeting and slot booking | Delegates | High | Rooms and capacity | |
| Hospitality requests and My Stay | Guests | High | Travel and room data | |
| Games library | All | Medium | Game choice and prizes | |
| Awards and nominations | All | High | Categories, jury, ceremony slot | |
| Sponsor placements | Sponsors | Medium | Creative and placement list | |
| Exhibitor lead capture | Exhibitors | High | Exhibitor list and training | |
| Reports and exports | Organisers | Low | List of metrics you need |
Where it has been used
Patterns here come from scoping conversations on annual meets and wellness programmes, where the shortest launches were the ones with the fewest features switched on at first.
Questions people ask
How many features should a first launch include?
Most annual meets do well with eight to twelve: login, agenda, notices, one participation feature, feedback and reports. Each extra feature needs content and an owner, so count owners, not features.
What does the Effort column mean?
Effort is the work your team does, not the platform. Low means a few fields; Medium means a content file or an import; High means ongoing moderation, prizes or approvals on event days.
Can the matrix be used for a wedding or an exhibition?
Yes. Change the Audience column to guests or visitors and strike out the corporate rows. The decision logic of keep, later or drop is the same for any occasion.
Want this running inside your event app?
Sociana turns lists like this into live screens, requests and reminders for your guests and your desk. A 20-minute walkthrough shows how.