Client Project Tracking and Prioritization Template

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In the fast-paced consulting world, staying on top of client projects is crucial. This template helps Bookkeeping Managers prioritize and manage their client projects using the Quadrants method. By focusing on urgent tasks and delegating less critical ones, you can ensure that the most important jobs are completed first, improving client satisfaction and outcomes.

Use this template to streamline your workflow, visualize project priorities, and enhance your overall project management efficiency.

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Client Project Tracking and Prioritization for Priority Matrix

Client Project Tracking and Prioritization in Priority Matrix

Prioritize and manage client projects effectively using the Quadrants method.

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Proposed Tasks

Urgent and Important

  • Project 1 due in 1 day
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 2 due in 1 week
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks

Important, Not Urgent

  • Project 3 due in 2 weeks
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 4 due in 3 weeks
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks

Urgent, Not Important

  • Project 5 due in 1 month
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 6 due in 2 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks

Not Urgent, Not Important

  • Project 17 due in 13 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 18 due in 14 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 19 due in 15 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 20 due in 16 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 7 due in 3 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 8 due in 4 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 9 due in 5 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 10 due in 6 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 11 due in 7 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 12 due in 8 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 13 due in 9 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 14 due in 10 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 15 due in 11 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks
  • Project 16 due in 12 months
    ☐ Review project requirements ☐ Develop project plan ☐ Execute project tasks