Client Project Management Template

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Ensure client satisfaction in the aerial photography and videography industry by efficiently managing projects with Priority Matrix. This template provides a detailed task list and timeline to keep your projects on track and up to a high standard.

From client meetings and project proposals to site reconnaissance and final delivery, this template covers all essential tasks to enhance client relations and reputation.

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Client Project Management for Priority Matrix

Client Project Management in Priority Matrix

Manage and oversee aerial photography client projects efficiently using Priority Matrix.

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Proposed Tasks

Critical Tasks

  • Client Meeting - Project Briefing (due in 2 days)
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Post-meeting summary
  • Project Proposal Development (due in 1 week)
    ☐ Research ☐ Proposal Drafting ☐ Review & Revision
  • Shooting (due in 5 weeks)
    ☐ Travel to site ☐ Set up ☐ Shoot
  • Data Backup (due in 6 weeks)
    ☐ Transfer data ☐ Backup ☐ Verify backup
  • Final Delivery (due in 9 weeks)
    ☐ Prepare final files ☐ Deliver ☐ Get client confirmation

Important, Not Urgent

  • Project Planning (due in 10 days)
    ☐ Task Allocation ☐ Timeline ☐ Budgeting
  • Client Approval (due in 2 weeks)
    ☐ Submit proposal ☐ Address queries ☐ Get approval
  • Shooting Schedule (due in 1 month)
    ☐ Prepare schedule ☐ Coordinate with team ☐ Notify client
  • Post-Processing (due in 7 weeks)
    ☐ Edit footage ☐ Apply effects ☐ Final touches
  • Client Review (due in 8 weeks)
    ☐ Present to client ☐ Get feedback ☐ Implement changes

Delegable Tasks

  • Equipment Preparation (due in 3 weeks)
    ☐ Check equipment ☐ Servicing if needed ☐ Packing
  • Site Reconnaissance (due in 3 weeks)
    ☐ Visit site ☐ Take sample shots ☐ Identify potential issues
  • Invoice Client (due in 13 weeks)
    ☐ Prepare invoice ☐ Send invoice ☐ Follow-up payment
  • Prepare for Next Project (due in 17 weeks)
    ☐ Review project pipeline ☐ Schedule next project ☐ Notify team

Non-critical Tasks

  • Project Closure (due in 10 weeks)
    ☐ Debrief team ☐ Update records ☐ Close project
  • Client Feedback (due in 11 weeks)
    ☐ Send feedback form ☐ Analyse feedback ☐ Make improvements
  • Project Evaluation (due in 12 weeks)
    ☐ Evaluate performance ☐ Identify learning points ☐ Implement changes for future
  • Financial Reconciliation (due in 14 weeks)
    ☐ Check expenses ☐ Update accounts ☐ Financial report
  • Equipment Maintenance (due in 15 weeks)
    ☐ Check equipment ☐ Servicing if needed ☐ Store properly
  • Team Appreciation (due in 16 weeks)
    ☐ Thank team ☐ Give rewards if any ☐ Team outing