Dispute Case Tracking and Prioritization Template

Dispute Case Tracking and Prioritization in Priority Matrix

Prioritize and resolve financial disputes efficiently using the Quadrants method.

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Proposed Tasks

Not Urgent, Not Important

• Task 1 due in 1 day: Identify Urgent and Important Disputes
  ☐ Identify disputes that need immediate attention and hold significant value ☐ Mark them as Q1
• Task 2 due in 3 days: Identify Important, Not Urgent Disputes
  ☐ Identify disputes that hold significant value but are not time-sensitive ☐ Mark them as Q2
• Task 3 due in 1 week: Identify Urgent, Not Important Disputes
  ☐ Identify disputes that need immediate attention but do not hold significant value ☐ Mark them as Q3
• Task 4 due in 2 weeks: Identify Not Urgent, Not Important Disputes
  ☐ Identify disputes that are neither time-sensitive nor hold significant value ☐ Mark them as Q4
• Task 5 due in 3 weeks: Address Q1 Disputes
  ☐ Start working on resolving Q1 disputes ☐ Communicate with concerned parties ☐ Document the resolution process
• Task 6 due in 1 month: Review Q1 Resolution Process
  ☐ Review the resolution process for Q1 disputes ☐ Identify areas of improvement ☐ Implement changes
• Task 7 due in 5 weeks: Address Q2 Disputes
  ☐ Start working on resolving Q2 disputes ☐ Communicate with concerned parties ☐ Document the resolution process
• Task 8 due in 6 weeks: Review Q2 Resolution Process
  ☐ Review the resolution process for Q2 disputes ☐ Identify areas of improvement ☐ Implement changes
• Task 9 due in 2 months: Address Q3 Disputes
  ☐ Start working on resolving Q3 disputes ☐ Communicate with concerned parties ☐ Document the resolution process
• Task 10 due in 10 weeks: Review Q3 Resolution Process
  ☐ Review the resolution process for Q3 disputes ☐ Identify areas of improvement ☐ Implement changes
• Task 11 due in 3 months: Address Q4 Disputes
  ☐ Start working on resolving Q4 disputes ☐ Communicate with concerned parties ☐ Document the resolution process
• Task 12 due in 14 weeks: Review Q4 Resolution Process
  ☐ Review the resolution process for Q4 disputes ☐ Identify areas of improvement ☐ Implement changes
• Task 13 due in 4 months: Review Entire Dispute Resolution Process
  ☐ Review the entire dispute resolution process ☐ Identify areas of improvement ☐ Implement changes
• Task 14 due in 18 weeks: Update Dispute Tracking System
  ☐ Update dispute tracking system based on the changes implemented in the resolution process
• Task 15 due in 5 months: Train Staff on New Resolution Process
  ☐ Train staff on the new resolution process ☐ Ensure they understand the changes and how to implement them
• Task 16 due in 22 weeks: Monitor New Resolution Process
  ☐ Monitor the implementation of the new resolution process ☐ Identify any issues ☐ Address issues promptly
• Task 18 due in 26 weeks: Update Dispute Tracking System
  ☐ Update dispute tracking system based on staff performance and feedback
• Task 17 due in 6 months: Review Staff Performance
  ☐ Review staff performance in implementing the new resolution process ☐ Provide feedback ☐ Address any issues
• Task 20 due in 30 weeks: Review Entire Project
  ☐ Review the entire project ☐ Identify successes and failures ☐ Plan for future improvements
• Task 19 due in 7 months: Monitor Updated System
  ☐ Monitor the updated system ☐ Identify any issues ☐ Address issues promptly