Client Project and Deliverables Tracker Template

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Manage your client projects and deliverables efficiently with this comprehensive tracker template. Designed for consulting services, this template helps you keep track of client projects and deliverables, ensuring that nothing falls through the cracks and client expectations are consistently met.

With tasks ranging from setting up project management software to regular client communication and project reviews, this template ensures a structured approach to managing your consulting projects.

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Client Project and Deliverables Tracker for Priority Matrix

Client Project and Deliverables Tracker in Priority Matrix

Ensure client expectations are met by tracking projects and deliverables effectively.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Set Up Project Management Software
    ☐ Choose project management software ☐ Set up accounts and permissions ☐ Input existing projects and deliverables
  • Task 3: Implement Project Tracking
    ☐ Input projects into software ☐ Assign tasks to team members ☐ Set deadlines and check-in dates
  • Task 4: Implement Deliverable Tracking
    ☐ Input deliverables into software ☐ Assign deliverables to projects ☐ Set deadlines and check-in dates
  • Task 6: Monitor Project Progress
    ☐ Check-in on project progress weekly ☐ Adjust tasks and deadlines as necessary ☐ Address any issues or roadblocks
  • Task 7: Monitor Deliverable Progress
    ☐ Check-in on deliverable progress weekly ☐ Adjust tasks and deadlines as necessary ☐ Address any issues or roadblocks
  • Task 8: Client Communication
    ☐ Regularly update clients on project progress ☐ Communicate any changes or issues ☐ Ensure client expectations are being met

High Impact, Not Urgent

  • Task 10: Deliverable Review
    ☐ Review completed deliverables ☐ Evaluate success and areas for improvement ☐ Implement changes for future deliverables
  • Task 2: Create Standard Operating Procedures (SOP)
    ☐ Identify common tasks and processes ☐ Create SOPs for these tasks ☐ Train team on SOPs
  • Task 9: Project Review
    ☐ Review completed projects ☐ Evaluate success and areas for improvement ☐ Implement changes for future projects

Low Impact, Urgent

  • Task 5: Train Team on Software
    ☐ Schedule training sessions ☐ Conduct training sessions ☐ Monitor team's use of software