Client Request Tracking and Execution Template

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Managing client expectations is crucial in the event planning industry. This template helps you keep track of client requests and ensures they are met in a timely manner. By using this template, you can document client needs, secure necessary resources, and finalize event details efficiently.

With a structured approach to tracking and executing client requests, you can enhance client satisfaction and ensure the success of your events.

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Client Request Tracking and Execution for Priority Matrix

Client Request Tracking and Execution in Priority Matrix

Keep track of client requests and ensure timely execution to enhance satisfaction in event planning.

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Proposed Tasks

Urgent and Important

  • Task 1: Initial Client Consultation due in 1 day
    ☐ Meet with client ☐ Understand their needs ☐ Document their requests
  • Task 2: Finalize Event Blueprint due in 1 week
    ☐ Create initial event plan ☐ Get client approval
  • Task 3: Secure Event Venue due in 2 weeks
    ☐ Identify potential venues ☐ Communicate with venue owners ☐ Secure venue

Important, Not Urgent

  • Task 4: Hire Event Staff due in 3 weeks
    ☐ Identify staffing needs ☐ Interview potential staff ☐ Hire staff
  • Task 5: Procure Event Supplies due in 1 month
    ☐ Identify supply needs ☐ Order supplies
  • Task 6: Plan Event Layout due in 5 weeks
    ☐ Design event layout ☐ Get client approval

Urgent, Not Important

  • Task 7: Finalize Event Schedule due in 6 weeks
    ☐ Create event schedule ☐ Get client approval
  • Task 8: Coordinate with Vendors due in 7 weeks
    ☐ Identify vendor needs ☐ Communicate with vendors
  • Task 9: Promote Event due in 8 weeks
    ☐ Create promotional materials ☐ Distribute materials

Neither Urgent nor Important

  • Task 10: Conduct Final Client Review due in 9 weeks
    ☐ Review event details with client ☐ Make any necessary changes