Team Project for Sales Tracking and Updates Template

Team Project for Sales Tracking and Updates in Priority Matrix

Stay aligned and informed with your team by sharing sales updates, tasks, and notes effectively.

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Proposed Tasks

High Impact, Urgent

• Task 1: Set up a project tracking tool due in 1 week
  ☐ Research best tools for project tracking ☐ Set up the chosen tool ☐ Train the team on how to use it
• Task 2: Create a sales updates and tasks template due in 1 week
  ☐ Design a template for sales updates ☐ Create a format for tasks ☐ Test the template with a sample update and task
• Task 9: Evaluate project tracking tool due in 3 months
  ☐ Assess the effectiveness of the tool ☐ Make improvements if needed ☐ Train the team on new features
• Task 10: Update sales updates and tasks template due in 3 months
  ☐ Review the template ☐ Make necessary updates ☐ Share the updated template with the team
• Task 17: Evaluate project tracking tool again due in 7 months
  ☐ Assess the effectiveness of the tool ☐ Make improvements if needed ☐ Train the team on new features
• Task 18: Update sales updates and tasks template again due in 7 months
  ☐ Review the template ☐ Make necessary updates ☐ Share the updated template with the team

High Impact, Not Urgent

• Task 3: Implement a communication protocol due in 2 weeks
  ☐ Discuss and agree on a communication protocol ☐ Document the protocol ☐ Share the protocol with the team
• Task 4: Schedule regular sales updates due in 3 weeks
  ☐ Determine frequency of updates ☐ Schedule updates in the calendar ☐ Notify the team of the schedule
• Task 11: Revise communication protocol due in 4 months
  ☐ Review the protocol ☐ Make necessary revisions ☐ Share the revised protocol with the team
• Task 12: Reschedule regular sales updates due in 4 months
  ☐ Assess the effectiveness of the current schedule ☐ Make necessary rescheduling ☐ Notify the team of the new schedule
• Task 19: Revise communication protocol again due in 8 months
  ☐ Review the protocol ☐ Make necessary revisions ☐ Share the revised protocol with the team
• Task 20: Finalize sales update schedule due in 8 months
  ☐ Assess the effectiveness of the current schedule ☐ Finalize the schedule ☐ Notify the team of the finalized schedule

Low Impact, Urgent

• Task 5: Assign sales tasks due in 1 month
  ☐ Identify tasks ☐ Assign tasks to team members ☐ Monitor task completion
• Task 6: Share sales updates due in 1 month
  ☐ Prepare sales updates ☐ Share updates with the team ☐ Gather feedback
• Task 13: Reassign sales tasks due in 5 months
  ☐ Review task assignments ☐ Reassign tasks if necessary ☐ Monitor task completion
• Task 14: Share revised sales updates due in 5 months
  ☐ Prepare revised sales updates ☐ Share updates with the team ☐ Gather feedback

Low Impact, Not Urgent

• Task 7: Review sales performance due in 2 months
  ☐ Analyze sales data ☐ Prepare a performance report ☐ Share the report with the team
• Task 8: Make adjustments based on feedback due in 2 months
  ☐ Gather feedback from the team ☐ Make necessary adjustments ☐ Communicate changes to the team
• Task 15: Review sales performance again due in 6 months
  ☐ Analyze latest sales data ☐ Prepare a performance report ☐ Share the report with the team
• Task 16: Make further adjustments based on feedback due in 6 months
  ☐ Gather feedback from the team ☐ Make necessary adjustments ☐ Communicate changes to the team