Finance Task Management Template

More nonprofit templates

Enhance collaboration and ensure alignment on financial goals within your non-profit organization with this Finance Task Management template. Seamlessly share financial updates, tasks, and notes with team members to keep everyone informed and on track.

This template includes essential tasks such as budget planning, financial reporting, audit preparation, and donor communication, providing a comprehensive platform for managing your organization's finances effectively.

Get this template on priority matrix

Finance Task Management for Priority Matrix

Finance Task Management in Priority Matrix

Streamline financial task management for non-profit organizations ensuring collaboration and alignment on financial goals.

You can start using Finance Task Management or other Nonprofit 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

High Impact, Immediate

  • Task 1: Budget Planning due in 1 week
    ☐ Prepare annual budget ☐ Get approval from board ☐ Share approved budget with team
  • Task 7: Expense Tracking due in 1 week
    ☐ Track weekly expenses ☐ Update expense report
  • Task 9: Payroll Processing due in 1 week
    ☐ Prepare payroll ☐ Process payroll
  • Task 11: Donor Communication due in 1 week
    ☐ Prepare donor communication ☐ Send communication
  • Task 17: Cash Flow Management due in 1 week
    ☐ Manage cash flow ☐ Update cash flow statement
  • Task 19: Debt Management due in 1 week
    ☐ Manage debts ☐ Update debt report
  • Task 2: Financial Reporting due in 2 weeks
    ☐ Prepare monthly financial report ☐ Present report in team meeting
  • Task 12: Financial Analysis due in 2 weeks
    ☐ Perform financial analysis ☐ Present analysis in team meeting
  • Task 20: Compliance Review due in 2 weeks
    ☐ Review financial compliance ☐ Update compliance report
  • Task 5: Donor Reporting due in 1 month
    ☐ Prepare donor financial report ☐ Send report to donors
  • Task 15: Risk Management due in 1 month
    ☐ Perform risk assessment ☐ Update risk management plan

High Impact, Scheduled

  • Task 6: Grant Application due in 2 months
    ☐ Prepare grant application ☐ Submit application
  • Task 10: Financial Policy Review due in 2 months
    ☐ Review financial policies ☐ Update policies if necessary
  • Task 16: Procurement Planning due in 2 months
    ☐ Prepare procurement plan ☐ Present plan in team meeting
  • Task 3: Audit Preparation due in 3 months
    ☐ Gather necessary documents ☐ Coordinate with external auditors
  • Task 8: Financial Forecasting due in 3 months
    ☐ Prepare financial forecast ☐ Present forecast in team meeting
  • Task 13: Fundraising Planning due in 3 months
    ☐ Prepare fundraising plan ☐ Present plan in team meeting
  • Task 18: Financial Training due in 3 months
    ☐ Prepare financial training materials ☐ Conduct financial training for team
  • Task 4: Tax Filing due in 4 months
    ☐ Prepare tax documents ☐ File taxes
  • Task 14: Investment Management due in 4 months
    ☐ Manage investments ☐ Update investment report