Client Project Management Template

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Effective client project management is essential for maintaining client satisfaction and securing repeat business. This template helps you keep track of client requests, deliverables, and deadlines to ensure timely and successful project completions.

By using this template, you can manage client expectations more efficiently, maintain clear communication, and deliver high-quality results that meet client needs.

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Client Project Management for Priority Matrix

Client Project Management in Priority Matrix

Manage client requests, deliverables, and deadlines to ensure client satisfaction and repeat business.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Client Meeting for Project Brief due in 2 days
    ☐ Prepare for client meeting ☐ Conduct client meeting ☐ Document project brief
  • Task 3: Review and Approval of Project Proposal due in 1.5 weeks
    ☐ Submit proposal to client ☐ Receive client feedback ☐ Revise proposal as needed
  • Task 4: Project Kick-off Meeting due in 2 weeks
    ☐ Prepare for kick-off meeting ☐ Conduct meeting ☐ Document and distribute meeting notes
  • Task 6: Client Review of Design Concepts due in 1 month
    ☐ Present designs to client ☐ Receive client feedback ☐ Revise designs as needed
  • Task 9: Client Review of Project due in 2.5 months
    ☐ Present project to client ☐ Receive client feedback ☐ Make revisions as needed
  • Task 10: Finalize Project due in 3 months
    ☐ Finalize project based on client feedback ☐ Prepare final project deliverables ☐ Deliver project to client

High Impact, Not Urgent

  • Task 2: Draft Project Proposal due in 1 week
    ☐ Research project requirements ☐ Draft project proposal ☐ Review and revise proposal
  • Task 5: Initial Design Concepts due in 3 weeks
    ☐ Create initial design concepts ☐ Internal review of designs ☐ Revise designs as needed
  • Task 7: Finalize Design Concepts due in 1.5 months
    ☐ Finalize designs based on client feedback ☐ Prepare final design presentation ☐ Present final designs to client
  • Task 8: Project Development due in 2 months
    ☐ Develop project based on final designs ☐ Conduct internal review and testing ☐ Revise and finalize project