Financial Task and Deadline Management Template

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Efficiently manage your financial tasks and deadlines with this comprehensive template designed for Parish Finance Administrators in the education sector. This template helps you prioritize and allocate time to pressing financial tasks, ensuring that deadlines for filings, reports, and other time-sensitive responsibilities are met without stress.

Utilize Priority Matrix to visualize and manage tasks such as budget preparation, financial reporting, audit preparation, tax filing, and more. This template ensures thorough and timely completion of all financial obligations.

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Financial Task and Deadline Management for Priority Matrix

Financial Task and Deadline Management in Priority Matrix

Manage financial tasks and deadlines efficiently using Priority Matrix to ensure no deadlines are missed.

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Proposed Tasks

High Impact, Urgent

  • Payroll Processing - due in 2 days
    ☐ Review timesheets ☐ Calculate paychecks ☐ Distribute paychecks
  • Monthly Financial Reporting - due in 3 days
    ☐ Compile financial data ☐ Prepare financial statements ☐ Analyze financial performance
  • Debt Management - due in 3 days
    ☐ Review outstanding debts ☐ Plan debt repayment ☐ Process debt payments
  • Quarterly Tax Filing - due in 1 week
    ☐ Calculate tax liability ☐ Prepare tax return ☐ Submit tax return
  • Prepare Annual Budget - due in 2 weeks
    ☐ Review previous year's budget ☐ Forecast income for next year ☐ Estimate expenses for next year

High Impact, Not Urgent

  • Bank Reconciliation - due in 2 weeks
    ☐ Review bank statements ☐ Compare statements with internal records ☐ Resolve any discrepancies
  • Update Financial Policies - due in 1 month
    ☐ Review existing policies ☐ Research best practices ☐ Revise policies as needed
  • Contract Review - due in 1 month
    ☐ Identify contracts up for renewal ☐ Review contract terms ☐ Negotiate contract renewals
  • Annual Fundraising Planning - due in 6 weeks
    ☐ Determine fundraising goals ☐ Plan fundraising events ☐ Coordinate with fundraising committee
  • Insurance Renewal - due in 6 weeks
    ☐ Review insurance policies ☐ Compare insurance quotes ☐ Renew insurance policies
  • Audit Preparation - due in 2 months
    ☐ Review financial records ☐ Prepare necessary documentation ☐ Coordinate with auditors
  • Grant Application - due in 2 months
    ☐ Research grant opportunities ☐ Prepare grant proposal ☐ Submit grant application

Low Impact, Urgent

  • Expense Reimbursement - due in 3 days
    ☐ Review expense reports ☐ Approve valid expenses ☐ Process reimbursements
  • Invoice Management - due in 1 week
    ☐ Review incoming invoices ☐ Approve invoices for payment ☐ Process invoice payments
  • Donor Acknowledgement - due in 1 week
    ☐ Prepare donor list ☐ Write acknowledgment letters ☐ Mail letters to donors
  • Investment Review - due in 1 week
    ☐ Review investment portfolio ☐ Analyze investment performance ☐ Adjust investment strategy as needed
  • Asset Management - due in 2 weeks
    ☐ Review asset inventory ☐ Update asset records ☐ Plan asset maintenance

Low Impact, Not Urgent

  • Employee Training - due in 2 weeks
    ☐ Identify training needs ☐ Plan training sessions ☐ Conduct employee training
  • Financial Software Update - due in 1 month
    ☐ Review software update notes ☐ Backup financial data ☐ Install software updates
  • Vendor Negotiation - due in 1 month
    ☐ Identify key vendors ☐ Plan negotiation strategy ☐ Conduct vendor negotiations