Client Expectation and Deliverable Management Template

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Effectively manage client expectations and deliverables to ensure timely delivery and client satisfaction. This template helps you organize tasks and track progress with clear deadlines and responsibilities.

By using this template, you can streamline project workflows, maintain transparency with clients, and meet critical deadlines, ensuring successful project outcomes in the marketing, PR, and advertising industry.

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Client Expectation and Deliverable Management for Priority Matrix

Client Expectation and Deliverable Management in Priority Matrix

Track client expectations and deliverables to ensure timely delivery in marketing projects.

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Proposed Tasks

Not Critical or Immediate

  • Task 1: Client Meeting due in 2 days
    ☐ Prepare for client meeting ☐ Conduct client meeting ☐ Follow up after client meeting
  • Task 2: Submit Proposal due in 1 week
    ☐ Prepare proposal ☐ Review proposal ☐ Submit proposal
  • Task 3: Client Feedback due in 10 days
    ☐ Request client feedback ☐ Review client feedback ☐ Implement client feedback
  • Task 4: Project Kickoff due in 2 weeks
    ☐ Prepare for project kickoff ☐ Conduct project kickoff ☐ Follow up after project kickoff
  • Task 5: Deliverable 1 due in 3 weeks
    ☐ Prepare deliverable ☐ Review deliverable ☐ Submit deliverable
  • Task 6: Client Approval due in 1 month
    ☐ Request client approval ☐ Obtain client approval ☐ Implement any changes
  • Task 7: Deliverable 2 due in 5 weeks
    ☐ Prepare deliverable ☐ Review deliverable ☐ Submit deliverable
  • Task 8: Client Review due in 6 weeks
    ☐ Request client review ☐ Receive client review ☐ Implement any changes
  • Task 9: Final Deliverable due in 2 months
    ☐ Prepare final deliverable ☐ Review final deliverable ☐ Submit final deliverable
  • Task 10: Project Closure due in 9 weeks
    ☐ Prepare for project closure ☐ Conduct project closure ☐ Follow up after project closure