Client Sessions and Tasks Prioritization Template

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As a Mindset & Performance Coach, the success of your clients is paramount. This template helps you prioritize client sessions and tasks based on urgency and importance, ensuring that the most critical needs are addressed first. By using this template, you can manage your coaching schedule effectively and achieve better results for your clients.

Whether it's reviewing progress, addressing issues, or developing next steps, this template provides a structured approach to ensure that your clients receive the attention they need at the right time.

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Client Sessions and Tasks Prioritization for Priority Matrix

Client Sessions and Tasks Prioritization in Priority Matrix

Prioritize client sessions and tasks to ensure optimal progress and results using Priority Matrix.

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Proposed Tasks

High Urgency, High Importance

  • Client A Session - Due in 1 day
    ☐ Review Client A's progress ☐ Address any issues ☐ Develop next steps
  • Follow up with Client A - Due in 1 day
    ☐ Check in on progress ☐ Offer assistance if needed
  • Client B Task - Due in 1 week
    ☐ Review task requirements ☐ Prepare resources ☐ Assign to Client B

Low Urgency, High Importance

  • Follow up with Client B - Due in 1 week
    ☐ Check in on progress ☐ Offer assistance if needed
  • Client C Session - Due in 2 weeks
    ☐ Review Client C's progress ☐ Address any issues ☐ Develop next steps
  • Client D Task - Due in 3 weeks
    ☐ Review task requirements ☐ Prepare resources ☐ Assign to Client D

High Urgency, Low Importance

  • Client E Session - Due in 1 day
    ☐ Review Client E's progress ☐ Address any issues ☐ Develop next steps
  • Client F Task - Due in 1 week
    ☐ Review task requirements ☐ Prepare resources ☐ Assign to Client F
  • Follow up with Client C - Due in 2 weeks
    ☐ Check in on progress ☐ Offer assistance if needed

Low Urgency, Low Importance

  • Client G Session - Due in 2 weeks
    ☐ Review Client G's progress ☐ Address any issues ☐ Develop next steps
  • Client H Task - Due in 3 weeks
    ☐ Review task requirements ☐ Prepare resources ☐ Assign to Client H
  • Follow up with Client D - Due in 3 weeks
    ☐ Check in on progress ☐ Offer assistance if needed