Sales Task Sharing and Team Alignment Template

Sales Task Sharing and Team Alignment in Priority Matrix

Enhance team alignment by sharing sales updates, tasks, and notes effectively.

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Proposed Tasks

Urgent & Important

• Task 1: Set Up Project Management Tool - due in 1 week
  ☐ Research suitable project management tools ☐ Choose the most suitable tool ☐ Set up an account
• Task 2: Add Team Members to the Tool - due in 2 weeks
  ☐ Collect team members' email addresses ☐ Add team members to the tool
• Task 5: Schedule Weekly Update Sharing - due in 5 weeks
  ☐ Decide on a day and time for sharing updates ☐ Schedule updates for the next month
• Task 6: Create a Task Tracking System - due in 6 weeks
  ☐ Decide on a format for tracking tasks ☐ Set up the system in the project management tool
• Task 9: Schedule Weekly Task Update Meetings - due in 9 weeks
  ☐ Decide on a day and time for the meetings ☐ Schedule meetings for the next month
• Task 14: Schedule Regular Note Sharing - due in 14 weeks
  ☐ Decide on a frequency for note sharing ☐ Schedule note sharing for the next month

Important, Not Urgent

• Task 3: Create a Template for Weekly Sales Updates - due in 3 weeks
  ☐ Decide what information to include in the updates ☐ Create a template
• Task 4: Share First Weekly Update - due in 4 weeks
  ☐ Collate sales data for the week ☐ Fill in the template ☐ Share the update with the team
• Task 7: Add Current Tasks to the System - due in 7 weeks
  ☐ List current tasks ☐ Add tasks to the system
• Task 8: Share Task Tracking System with the Team - due in 8 weeks
  ☐ Write an explanation of the system ☐ Share the system and explanation with the team
• Task 11: Create a System for Sharing Notes - due in 11 weeks
  ☐ Decide on a format for notes ☐ Set up the system in the project management tool
• Task 16: Review Project Management Tool Usage - due in 16 weeks
  ☐ Evaluate how well the tool is working ☐ Identify any problems ☐ Make necessary changes
• Task 17: Review Team Communication - due in 17 weeks
  ☐ Evaluate how well the team is communicating ☐ Identify any problems ☐ Make necessary changes
• Task 18: Review Task Tracking System - due in 18 weeks
  ☐ Evaluate how well the system is working ☐ Identify any problems ☐ Make necessary changes
• Task 19: Review Note Sharing System - due in 19 weeks
  ☐ Evaluate how well the system is working ☐ Identify any problems ☐ Make necessary changes

Urgent, Less Important

• Task 10: Hold First Task Update Meeting - due in 10 weeks
  ☐ Prepare for the meeting ☐ Hold the meeting
• Task 12: Add Current Notes to the System - due in 12 weeks
  ☐ Collect current notes ☐ Add notes to the system
• Task 13: Share Note Sharing System with the Team - due in 13 weeks
  ☐ Write an explanation of the system ☐ Share the system and explanation with the team
• Task 15: Share First Set of Notes - due in 15 weeks
  ☐ Choose notes to share ☐ Share the notes

Less Urgent & Less Important

• Task 20: Plan for Future Improvements - due in 20 weeks
  ☐ Collect feedback from the team ☐ Identify areas for improvement ☐ Plan for making improvements