Client Engagement Task Management Template

More consulting-and-professional-services templates

Ensure no deadlines are missed and every client gets the attention they require with the Client Engagement Task Management template. This template helps you quickly visualize and allocate time to the most pressing engagements using Priority Matrix.

Designed for consulting and professional services, it provides a structured approach to managing tasks, from reviewing project requirements to finalizing reports and preparing proposals for the next project. Enhance your time management, reduce stress, and ensure successful project delivery.

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Client Engagement Task Management for Priority Matrix

Client Engagement Task Management in Priority Matrix

Effectively manage client engagements and meet deadlines with streamlined task management.

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Proposed Tasks

Critical & Immediate

  • Task 1 due in 1 day
    ☐ Review client's project requirements ☐ Prepare initial project plan
  • Task 2 due in 3 days
    ☐ Set up meeting with client to discuss project plan ☐ Finalize project timeline after discussion
  • Task 9 due in 2 months
    ☐ Prepare proposal for next project ☐ Send proposal to client
  • Task 10 due in 10 weeks
    ☐ Follow up with client on proposal ☐ Discuss and finalize next project details

Critical & Long-term

  • Task 3 due in 1 week
    ☐ Assign tasks to team members ☐ Monitor progress of tasks
  • Task 4 due in 2 weeks
    ☐ Send weekly progress report to client ☐ Address any concerns raised by client

Not Critical but Immediate

  • Task 5 due in 3 weeks
    ☐ Conduct internal review of project ☐ Make necessary adjustments to project plan
  • Task 6 due in 1 month
    ☐ Prepare draft of final project report ☐ Get feedback from team members on draft report

Not Critical & Not Immediate

  • Task 7 due in 5 weeks
    ☐ Finalize project report ☐ Send final report to client
  • Task 8 due in 6 weeks
    ☐ Conduct post-project review with team ☐ Document lessons learned