Client Needs Prioritization Template

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Ensure no client is overlooked by using the Eisenhower method to prioritize tasks based on urgency and importance. This template helps Care Coordinators in non-profit health and human services visualize and manage tasks to address clients' needs in a timely manner.

By following this template, you can streamline your workflow, improve client satisfaction, and ensure that critical tasks are handled promptly.

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Client Needs Prioritization for Priority Matrix

Client Needs Prioritization in Priority Matrix

Prioritize tasks to meet clients' needs efficiently and effectively using the Eisenhower method.

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Proposed Tasks

Urgent and Important

  • Immediate medical assistance for Client A due in 1 day
    ☐ Coordinate with medical team ☐ Arrange transportation ☐ Notify family
  • Emergency shelter for Client E due in 1 day
    ☐ Find available shelter ☐ Arrange transportation

Important, Not Urgent

  • Regular check-up for Client B due in 1 week
    ☐ Schedule appointment ☐ Prepare necessary documents
  • Counseling appointment for Client I due in 1 week
    ☐ Schedule appointment with counselor ☐ Prepare client's case notes
  • Homecare service for Client G due in 2 weeks
    ☐ Find a suitable caregiver ☐ Schedule service
  • Food assistance request from Client D due in 3 weeks
    ☐ Verify client's eligibility ☐ Coordinate with food bank

Urgent, Not Important

  • Transportation for Client C's therapy session due in 2 days
    ☐ Arrange transportation ☐ Confirm schedule with client
  • Follow-up with Client H's family due in 3 days
    ☐ Prepare progress report ☐ Schedule call

Not Urgent, Not Important

  • Assist Client J with job search due in 4 weeks
    ☐ Prepare resume ☐ Search for suitable jobs
  • Financial aid request from Client F due in 1 month
    ☐ Review client's application ☐ Verify financial status