Client Deliverables and Deadlines Tracker Template

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Ensure your consulting projects meet client expectations with this comprehensive Client Deliverables and Deadlines Tracker. This template helps you manage deadlines and deliverables effectively, ensuring client satisfaction and project success.

From setting up the project management tool to reviewing client feedback, follow these structured tasks to maintain high standards of service and timely delivery.

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Client Deliverables and Deadlines Tracker for Priority Matrix

Client Deliverables and Deadlines Tracker in Priority Matrix

Keep track of client deadlines and deliverables to ensure excellent client service.

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Proposed Tasks

Urgent and Important

  • Task 1: Set up Project Management Tool (due in 1 day)
    ☐ Research best project management tools ☐ Set up chosen tool ☐ Train team on using the tool
  • Task 2: Identify all Current Clients (due in 3 days)
    ☐ List all active clients ☐ Identify their deliverables ☐ Document their deadlines
  • Task 4: Assign Deliverables to Team Members (due in 1 week)
    ☐ Assign deliverables based on team members' expertise
  • Task 6: Update Client on Project Status (due in 2 weeks)
    ☐ Prepare status report ☐ Communicate status to client
  • Task 8: Conduct Quality Assurance of Deliverables (due in 4 weeks)
    ☐ Check quality of deliverables ☐ Make necessary improvements
  • Task 9: Deliver Project to Client (due in 5 weeks)
    ☐ Ensure all deliverables are ready ☐ Deliver project to client
  • Task 19: Conduct Quality Assurance of New Deliverables (due in 22 weeks)
    ☐ Check quality of new deliverables ☐ Make necessary improvements
  • Task 20: Deliver New Project to Client (due in 24 weeks)
    ☐ Ensure all new deliverables are ready ☐ Deliver project to client

Important, Not Urgent

  • Task 3: Prioritize Client Deliverables (due in 5 days)
    ☐ Rank deliverables based on deadline and importance
  • Task 5: Set Up Regular Progress Check-ins (due in 1.5 weeks)
    ☐ Schedule weekly progress meetings ☐ Establish communication channel for progress updates
  • Task 7: Review and Adjust Project Plan (due in 3 weeks)
    ☐ Review project progress ☐ Adjust project plan if necessary
  • Task 11: Conduct Post-Project Review (due in 7 weeks)
    ☐ Review project process ☐ Identify areas for improvement
  • Task 14: Review Client Feedback (due in 12 weeks)
    ☐ Review feedback ☐ Implement changes based on feedback
  • Task 17: Conduct Team Feedback Session (due in 18 weeks)
    ☐ Get team's feedback on project process ☐ Implement changes based on feedback

Urgent, Not Important

  • Task 10: Get Client Feedback (due in 6 weeks)
    ☐ Ask client for feedback ☐ Document feedback for future reference
  • Task 12: Update Project Management Tool (due in 8 weeks)
    ☐ Update tool with new project information
  • Task 15: Update Client List (due in 14 weeks)
    ☐ Update client list with new clients ☐ Identify their deliverables and deadlines

Not Urgent, Not Important

  • Task 13: Train New Team Members on Project Management Tool (due in 10 weeks)
    ☐ Identify new team members ☐ Train them on using the tool
  • Task 16: Review Project Management Tool (due in 16 weeks)
    ☐ Review tool for any updates or improvements
  • Task 18: Update Project Plan (due in 20 weeks)
    ☐ Update project plan based on feedback and reviews