Client Request Tracking Project Template

Client Request Tracking Project in Priority Matrix

Keep track of client requests, expectations, and deadlines to ensure timely satisfaction.

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Proposed Tasks

Not Urgent, Not Important

• Task 10 - Review and improve the tracking system - every 3 months
  ☐ Review system effectiveness ☐ Make improvements as needed
• Task 11 - Regularly report on client request status - every week
  ☐ Prepare weekly status reports ☐ Share reports with relevant team members
• Task 12 - Regularly report on client expectation status - every week
  ☐ Prepare weekly status reports ☐ Share reports with relevant team members
• Task 13 - Regularly report on client deadline status - every week
  ☐ Prepare weekly status reports ☐ Share reports with relevant team members
• Task 14 - Conduct client satisfaction surveys - every 6 months
  ☐ Prepare satisfaction survey ☐ Send out surveys to clients ☐ Analyze survey results
• Task 15 - Conduct team satisfaction surveys - every 6 months
  ☐ Prepare satisfaction survey ☐ Send out surveys to team members ☐ Analyze survey results
• Task 16 - Review client satisfaction survey results - after each survey
  ☐ Review survey results ☐ Identify areas for improvement
• Task 17 - Review team satisfaction survey results - after each survey
  ☐ Review survey results ☐ Identify areas for improvement
• Task 18 - Implement improvements based on survey results - after each review
  ☐ Plan improvements ☐ Implement improvements
• Task 19 - Regularly communicate with clients - ongoing
  ☐ Maintain regular communication with clients ☐ Update them on project status
• Task 20 - Regularly communicate with team members - ongoing
  ☐ Maintain regular communication with team members ☐ Update them on project status
• Task 6 - Monitor system usage - ongoing
  ☐ Check system usage regularly ☐ Address any issues or concerns
• Task 7 - Regularly update client requests - ongoing
  ☐ Update system with new client requests as they come in
• Task 8 - Regularly update client expectations - ongoing
  ☐ Update system with changes in client expectations
• Task 9 - Regularly update client deadlines - ongoing
  ☐ Update system with changes in client deadlines
• Task 1 - Set up client request tracking system - due in 1 day
  ☐ Identify a suitable tracking system ☐ Set up the system ☐ Test the system
• Task 2 - Input existing client requests - due in 3 days
  ☐ Gather all existing client requests ☐ Input them into the tracking system
• Task 3 - Set up client expectation tracking - due in 1 week
  ☐ Identify key client expectations ☐ Input them into the tracking system
• Task 4 - Set up client deadline tracking - due in 2 weeks
  ☐ Identify all client deadlines ☐ Input them into the tracking system
• Task 5 - Train team on using the tracking system - due in 3 weeks
  ☐ Prepare training materials ☐ Conduct training sessions ☐ Address any issues or questions