Client Communication & Task Tracking Project Template

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Maintain strong client relationships by ensuring all communication and tasks are tracked and addressed promptly. This template offers a comprehensive guide to implementing and monitoring a communication tracking system, training your team, and setting up a client task monitoring system.

By following the steps outlined in this template, you can improve client satisfaction, streamline task management, and ensure no client requests or queries are missed.

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Client Communication & Task Tracking Project for Priority Matrix

Client Communication & Task Tracking Project in Priority Matrix

Ensure all client communication and tasks are promptly and effectively addressed to improve client satisfaction.

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Proposed Tasks

Improvement Strategies

  • Implement Communication Tracking System - due in 1 week
    ☐ Research suitable communication tracking systems ☐ Select and purchase a system ☐ Set up the system
  • Train Team on Communication System - due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address queries and concerns
  • Set Up Client Task Monitoring - due in 3 weeks
    ☐ Identify key client tasks ☐ Create a system to track task progress ☐ Assign tasks to team members
  • Train Team on Task Monitoring - due in 4 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address queries and concerns
  • Implement Client Feedback Mechanism - due in 5 weeks
    ☐ Research suitable feedback mechanisms ☐ Implement chosen mechanism ☐ Train team on using the mechanism
  • Monitor Communication System - due in 6 weeks
    ☐ Track usage of system ☐ Identify any issues or bottlenecks ☐ Address identified issues
  • Monitor Task Tracking System - due in 7 weeks
    ☐ Track progress of tasks ☐ Identify any issues or bottlenecks ☐ Address identified issues
  • Review Client Feedback - due in 8 weeks
    ☐ Collect feedback from clients ☐ Analyse feedback for trends and issues ☐ Address identified issues
  • Review Communication System - due in 9 weeks
    ☐ Conduct a formal review of the communication system ☐ Identify areas for improvement ☐ Implement improvements
  • Review Task Tracking System - due in 10 weeks
    ☐ Conduct a formal review of the task tracking system ☐ Identify areas for improvement ☐ Implement improvements
  • Review Feedback Mechanism - due in 11 weeks
    ☐ Conduct a formal review of the feedback mechanism ☐ Identify areas for improvement ☐ Implement improvements
  • Evaluate Project Success - due in 12 weeks
    ☐ Measure project success against initial goals ☐ Identify areas of success and areas for improvement ☐ Develop plans for future improvements