Consulting Project Management Template

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Ensure the successful delivery of consulting projects by using a Priority Matrix to prioritize tasks. This template helps Consulting Directors manage multiple tasks with varying levels of urgency and importance, ensuring that critical tasks are handled promptly and nothing falls through the cracks.

From project kickoff to final client review, this template provides a comprehensive guide to managing consulting projects effectively, allowing you to stay on top of all tasks and deliverables.

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Consulting Project Management for Priority Matrix

Consulting Project Management in Priority Matrix

Effectively manage consulting projects by prioritizing tasks based on urgency and importance.

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Proposed Tasks

Urgent & Important

  • Task 1: Project Kickoff Meeting (due in 1 day)
    ☐ Prepare agenda ☐ Invite stakeholders ☐ Set up meeting logistics
  • Task 2: Develop Project Plan (due in 1 week)
    ☐ Define project scope ☐ Identify key deliverables ☐ Create project timeline
  • Task 5: Resource Allocation (due in 2 weeks)
    ☐ Identify required resources ☐ Allocate resources
  • Task 6: Project Status Report 1 (due in 3 weeks)
    ☐ Collect project status info ☐ Prepare status report ☐ Distribute report to stakeholders
  • Task 9: Project Status Report 2 (due in 6 weeks)
    ☐ Collect project status info ☐ Prepare status report ☐ Distribute report to stakeholders
  • Task 10: Mid-project Review (due in 2 months)
    ☐ Prepare for review meeting ☐ Conduct review meeting ☐ Follow-up on action items
  • Task 12: Project Status Report 3 (due in 3 months)
    ☐ Collect project status info ☐ Prepare status report ☐ Distribute report to stakeholders
  • Task 15: Project Status Report 4 (due in 4.5 months)
    ☐ Collect project status info ☐ Prepare status report ☐ Distribute report to stakeholders
  • Task 16: Final Client Review (due in 5 months)
    ☐ Prepare for final client review ☐ Conduct final client review ☐ Follow-up on action items
  • Task 18: Project Closure Report (due in 6 months)
    ☐ Prepare project closure report ☐ Distribute report to stakeholders
  • Task 19: Project Debrief Meeting (due in 6.5 months)
    ☐ Prepare for debrief meeting ☐ Conduct debrief meeting ☐ Follow-up on action items

Important Not Urgent

  • Task 3: Stakeholder Analysis (due in 1 week)
    ☐ Identify key stakeholders ☐ Analyze stakeholder needs and expectations
  • Task 4: Risk Assessment (due in 2 weeks)
    ☐ Identify potential project risks ☐ Develop risk mitigation strategies
  • Task 8: Quality Assurance Check (due in 5 weeks)
    ☐ Review project deliverables ☐ Perform quality assurance checks
  • Task 11: Update Project Plan (due in 2.5 months)
    ☐ Review original project plan ☐ Update plan with any changes
  • Task 14: Quality Assurance Check 2 (due in 4 months)
    ☐ Review project deliverables ☐ Perform quality assurance checks
  • Task 17: Final Quality Assurance Check (due in 5.5 months)
    ☐ Review final project deliverables ☐ Perform final quality assurance checks

Urgent Not Important

  • Task 7: Client Check-In (due in 1 month)
    ☐ Prepare for client meeting ☐ Conduct client meeting ☐ Follow-up on action items
  • Task 13: Client Check-In 2 (due in 3.5 months)
    ☐ Prepare for client meeting ☐ Conduct client meeting ☐ Follow-up on action items

Not Urgent & Not Important

  • Task 20: Archive Project Documents (due in 7 months)
    ☐ Collect all project documents ☐ Archive documents in project management system