Client and Stakeholder Management Project Template

More real-estate templates

Enhance your real estate investment projects by efficiently managing client and stakeholder relationships with this comprehensive template. This project template guides you through essential tasks such as updating contact information, scheduling regular catch-ups, developing satisfaction surveys, and implementing CRM systems.

By following this template, you can ensure that client needs and expectations are met, leading to increased satisfaction and trust. Perfect for Senior Managing Directors aiming to prioritize client and stakeholder management in their real estate investments.

Get this template on priority matrix

Client and Stakeholder Management Project for Priority Matrix

Client and Stakeholder Management Project in Priority Matrix

Manage and maintain relationships with clients and stakeholders effectively.

You can start using Client and Stakeholder Management Project or other Real-Estate 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

High Impact, Immediate

  • Task 1: Update Contact Information - due in 2 days
    Update and verify all contact information of clients and stakeholders. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 2: Schedule Regular Catch-ups - due in 1 week
    Schedule regular meetings or calls with clients and stakeholders to discuss ongoing projects and address any concerns. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 5: Conduct Stakeholder Analysis - due in 1 week
    Perform a stakeholder analysis to understand their needs, interests, and influence on the project. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 8: Develop Escalation Process - due in 2 weeks
    Create an escalation process to handle any issues or complaints from clients and stakeholders. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

High Impact, Long-Term

  • Task 3: Develop Client Satisfaction Survey - due in 2 weeks
    Design a survey to gauge client satisfaction and gather feedback on areas for improvement. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 6: Define Communication Plan - due in 2 weeks
    Develop a communication plan detailing when and how to communicate with clients and stakeholders. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 4: Implement CRM System - due in 1 month
    Implement a Customer Relationship Management (CRM) system to better track and manage client interactions. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 9: Create Stakeholder Engagement Plan - due in 1 month
    Develop a plan to engage stakeholders throughout the project. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Low Impact, Immediate

  • Task 10: Regularly Update Clients and Stakeholders - due in ongoing
    Keep clients and stakeholders updated on project progress and any changes. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Task 7: Regular Feedback Analysis - due in 1 month
    Analyse feedback received from clients and stakeholders regularly and make necessary improvements. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3