Client Project Prioritization Template

More management-consulting templates

Managing multiple client projects simultaneously can be challenging. This template helps you use Priority Matrix to prioritize and manage various client projects, ensuring timely and efficient delivery. By keeping track of all tasks and deadlines, you can improve client satisfaction and streamline your project management process.

Whether you're handling initial meetings, final reviews, or strategy development, this template provides a structured approach to ensure no detail is overlooked.

Get this template on priority matrix

Client Project Prioritization for Priority Matrix

Client Project Prioritization in Priority Matrix

Efficiently prioritize and manage multiple client projects to ensure timely delivery and client satisfaction.

You can start using Client Project Prioritization or other Management-Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Client A Project - Initial Meeting (due in 1 day)
    ☐ Prepare agenda ☐ Review client's brief ☐ Prepare questions
  • Client B Project - Final Review (due in 2 days)
    ☐ Review final draft ☐ Prepare feedback ☐ Send feedback to team
  • Client C Project - Progress Meeting (due in 3 days)
    ☐ Review progress ☐ Prepare feedback ☐ Plan next steps
  • Client I Project - Strategy Development (due in 1 month)
    ☐ Research ☐ Develop strategy ☐ Review with team
  • Client K Project - Milestone Meeting (due in 5 weeks)
    ☐ Review progress ☐ Prepare feedback ☐ Plan next steps
  • Client M Project - Final Presentation (due in 2 months)
    ☐ Prepare presentation ☐ Review with team ☐ Practice presentation
  • Client O Project - Project Closure (due in 3 months)
    ☐ Review project ☐ Prepare final report ☐ Plan project closure meeting
  • Client Q Project - Quality Assurance (due in 4 months)
    ☐ Develop QA plan ☐ Implement QA plan ☐ Review results
  • Client S Project - Resource Allocation (due in 5 months)
    ☐ Assess resource needs ☐ Allocate resources ☐ Review with team

Important, Not Urgent

  • Client D Project - Proposal Development (due in 1 week)
    ☐ Research ☐ Develop proposal draft ☐ Review with team
  • Client E Project - Contract Review (due in 1 week)
    ☐ Review contract ☐ Prepare questions ☐ Discuss with legal team
  • Client F Project - Initial Brainstorming (due in 2 weeks)
    ☐ Research ☐ Brainstorm ideas ☐ Prepare idea shortlist
  • Client J Project - Contract Negotiation (due in 1 month)
    ☐ Review contract ☐ Prepare negotiation points ☐ Discuss with legal team
  • Client L Project - Risk Assessment (due in 6 weeks)
    ☐ Assess risks ☐ Develop risk management plan ☐ Review with team
  • Client N Project - Strategy Review (due in 2 months)
    ☐ Review strategy ☐ Prepare feedback ☐ Plan adjustments
  • Client P Project - Scope Definition (due in 3 months)
    ☐ Define scope ☐ Prepare scope document ☐ Review with client
  • Client R Project - Post-Project Review (due in 4 months)
    ☐ Review project ☐ Prepare lessons learned ☐ Plan post-project review meeting
  • Client T Project - Kick-Off Meeting (due in 6 months)
    ☐ Prepare agenda ☐ Review project plan ☐ Plan kick-off meeting

Urgent, Not Important

  • Client G Project - Budget Review (due in 2 weeks)
    ☐ Review budget ☐ Prepare feedback ☐ Discuss with finance team
  • Client H Project - Mid-Project Review (due in 3 weeks)
    ☐ Review progress ☐ Prepare feedback ☐ Plan next steps