Client Session Prioritization Template

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Ensure that you are always prepared to provide the best support to your clients by prioritizing sessions based on urgency and importance. This template uses a Priority Matrix to help you sort client sessions, ensuring high-priority clients are attended to first.

With organized client sessions, you can better manage your time and resources, offering tailored support that meets each client's needs effectively.

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Client Session Prioritization for Priority Matrix

Client Session Prioritization in Priority Matrix

Prioritize client sessions based on urgency and importance to provide the best support.

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Proposed Tasks

High Importance, Urgent

  • Client Session Review due in 1 day
    ☐ Review notes from previous session ☐ Prepare for next session ☐ Identify key issues
  • Client Crisis Response due in 1 day
    ☐ Identify crisis ☐ Develop response plan ☐ Implement response
  • Session Debrief due in 1 day
    ☐ Review session notes ☐ Identify key takeaways ☐ Prepare for next session
  • New Client Intake due in 2 days
    ☐ Review intake form ☐ Prepare initial session plan ☐ Set up introductory call
  • Client Referral Follow-up due in 2 days
    ☐ Contact referral ☐ Arrange introductory session ☐ Prepare referral report
  • Client Assessment due in 1 week
    ☐ Prepare assessment ☐ Conduct assessment ☐ Review results

High Importance, Not Urgent

  • Client Follow-up due in 1 week
    ☐ Send summary of session ☐ Provide additional resources ☐ Set up next appointment
  • Session Plan Update due in 2 weeks
    ☐ Review session plan ☐ Identify necessary changes ☐ Update plan
  • Client Progress Report due in 3 weeks
    ☐ Review client progress ☐ Update session plan ☐ Prepare report for client

Low Importance, Urgent

  • Client Session Rescheduling due in 3 days
    ☐ Contact client ☐ Identify new date and time ☐ Update calendar