Real Estate Deal Tracking Project Template

Real Estate Deal Tracking Project in Priority Matrix

Stay on top of your real estate deals and ensure timely closure with this comprehensive tracking template.

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Proposed Tasks

Critical Deals

• Task 1 due in 1 day: Set Up Deal Tracking System
  ☐ Research and select a comprehensive deal tracking system ☐ Set up the system with deal information ☐ Train team on how to use the system
• Task 2 due in 3 days: Identify Critical Deals
  ☐ Review all ongoing deals ☐ Identify critical deals that require immediate attention
• Task 3 due in 1 week: Develop Follow-Up Plans for Critical Deals
  ☐ Develop a detailed follow-up plan for each critical deal ☐ Assign responsibility for follow-up to team members
• Task 4 due in 10 days: Track Progress of Critical Deals
  ☐ Regularly track the progress of critical deals ☐ Update the tracking system with the latest status
• Task 14 due in 11 weeks: Review and Update Deal Tracking System
  ☐ Review the effectiveness of the deal tracking system ☐ Make necessary updates and improvements
• Task 15 due in 12 weeks: Conduct Team Meeting to Discuss Progress
  ☐ Conduct a team meeting to discuss the progress of all deals ☐ Identify challenges and develop strategies to overcome them
• Task 16 due in 13 weeks: Provide Training to Team Members
  ☐ Provide additional training to team members if necessary ☐ Ensure that everyone is comfortable using the tracking system
• Task 18 due in 15 weeks: Conduct Final Review of All Deals
  ☐ Conduct a final review of all deals ☐ Update the tracking system with the latest status
• Task 19 due in 16 weeks: Prepare Report on Deal Progress
  ☐ Prepare a comprehensive report on the progress of all deals ☐ Include details of the follow-up plans and outcomes
• Task 20 due in 17 weeks: Share Report with Stakeholders
  ☐ Share the report with all stakeholders ☐ Gather feedback and make necessary adjustments to the deal tracking process

Important, Not Urgent Deals

• Task 5 due in 2 weeks: Identify Important, Non-Urgent Deals
  ☐ Identify deals that are important but not urgent ☐ Assign them to the Q2 quadrant
• Task 6 due in 3 weeks: Develop Follow-Up Plans for Q2 Deals
  ☐ Develop a follow-up plan for each Q2 deal ☐ Assign responsibility for follow-up to team members
• Task 7 due in 4 weeks: Track Progress of Q2 Deals
  ☐ Regularly track the progress of Q2 deals ☐ Update the tracking system with the latest status
• Task 17 due in 14 weeks: Review and Update Follow-Up Plans
  ☐ Review and update follow-up plans based on the progress of deals ☐ Ensure that the plans are still relevant and effective

Less Important Deals

• Task 8 due in 5 weeks: Identify Less Important Deals
  ☐ Identify deals that are less important ☐ Assign them to the Q3 quadrant
• Task 9 due in 6 weeks: Develop Follow-Up Plans for Q3 Deals
  ☐ Develop a follow-up plan for each Q3 deal ☐ Assign responsibility for follow-up to team members
• Task 10 due in 7 weeks: Track Progress of Q3 Deals
  ☐ Regularly track the progress of Q3 deals ☐ Update the tracking system with the latest status

Non-Urgent Deals

• Task 11 due in 8 weeks: Identify Non-Urgent Deals
  ☐ Identify deals that are non-urgent ☐ Assign them to the Q4 quadrant
• Task 12 due in 9 weeks: Develop Follow-Up Plans for Q4 Deals
  ☐ Develop a follow-up plan for each Q4 deal ☐ Assign responsibility for follow-up to team members
• Task 13 due in 10 weeks: Track Progress of Q4 Deals
  ☐ Regularly track the progress of Q4 deals ☐ Update the tracking system with the latest status