Client Project Prioritization Template

More consulting templates

Efficiently manage and prioritize multiple client projects with this template using the Priority Matrix. This structured approach helps you categorize projects based on urgency and importance, ensuring that critical tasks are addressed promptly while strategic initiatives are planned effectively.

By following this template, consulting and technology service teams can enhance project outcomes, improve customer satisfaction, and streamline resource allocation.

Get this template on priority matrix

Client Project Prioritization for Priority Matrix

Client Project Prioritization in Priority Matrix

Prioritize client projects effectively using the Priority Matrix for better outcomes and customer satisfaction.

You can start using Client Project Prioritization or other Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Project 1: Immediate Attention Required
    ☐ Review project scope ☐ Allocate resources ☐ Establish communication with client
  • Project 5: Immediate Technical Issue
    ☐ Identify the issue ☐ Coordinate with technical team ☐ Implement solution
  • Project 9: Urgent Project Review
    ☐ Review project progress ☐ Identify areas of improvement ☐ Implement changes

Important, Not Urgent

  • Project 10: Future Project Planning
    ☐ Identify project objectives ☐ Prepare project plan ☐ Coordinate with team
  • Project 2: Long-term Strategic Planning
    ☐ Identify project objectives ☐ Design project timeline ☐ Coordinate with team
  • Project 6: Market Research for Future Project
    ☐ Identify research objectives ☐ Conduct research ☐ Analyze research findings

Urgent, Not Important

  • Project 3: Urgent Client Meeting
    ☐ Prepare for the meeting ☐ Plan travel arrangements ☐ Follow-up on meeting outcomes
  • Project 7: Immediate Project Proposal
    ☐ Identify client needs ☐ Prepare proposal ☐ Submit proposal to client

Not Urgent and Not Important

  • Project 4: Non-urgent Administrative Tasks
    ☐ Update project files ☐ Organize team meetings ☐ Manage invoices and payments
  • Project 8: Non-urgent Client Follow-up
    ☐ Review client feedback ☐ Prepare for follow-up discussion ☐ Conduct follow-up discussion