Client Task Prioritization Template

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Efficiently manage client projects in the non-profit sector by using this template to prioritize tasks based on urgency and importance. With limited resources, it's crucial to address the most critical client needs first to improve outcomes and satisfaction.

This template guides you through using a Priority Matrix to organize and manage various client tasks, from drafting proposals to planning events and updating content, ensuring that essential projects are handled promptly and effectively.

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Client Task Prioritization for Priority Matrix

Client Task Prioritization in Priority Matrix

Prioritize client projects by urgency and importance to ensure critical tasks are addressed first in the non-profit sector.

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Proposed Tasks

Critical & Urgent

  • Draft Project Proposal for Client A due in 1 day
    ☐ Understand Client A's requirements ☐ Formulate proposal outline ☐ Write the proposal ☐ Review and finalize proposal
  • Design Social Media Campaign for Client C due in 2 days
    ☐ Understand Client C's target audience ☐ Plan campaign content ☐ Design campaign visuals ☐ Set campaign schedule
  • Update Website Content for Client E due in 3 days
    ☐ Review existing content ☐ Identify areas for improvement ☐ Update content ☐ Review and publish updated content
  • Write Press Release for Client I due in 3 days
    ☐ Identify key message ☐ Draft press release ☐ Review and finalize press release ☐ Distribute press release

Critical & Not Urgent

  • Plan Fundraising Event for Client B due in 3 weeks
    ☐ Identify event goals ☐ Estimate budget ☐ Find event space ☐ Plan event schedule
  • Create Volunteer Training Material for Client G due in 4 weeks
    ☐ Identify training needs ☐ Design training material ☐ Write training content ☐ Review and finalize training material
  • Prepare Year-End Report for Client D due in 5 weeks
    ☐ Collect required data ☐ Analyze data ☐ Draft report ☐ Review and finalize report
  • Plan Client J's Community Outreach due in 6 weeks
    ☐ Identify outreach goals ☐ Plan outreach activities ☐ Organize outreach team ☐ Execute outreach plan

Not Critical & Urgent

  • Prepare Client F's Newsletter due in 1 week
    ☐ Collect newsletter content ☐ Design newsletter ☐ Write newsletter text ☐ Review and send newsletter
  • Organize Client H's Donor Database due in 2 weeks
    ☐ Review existing database ☐ Identify areas for improvement ☐ Update and reorganize database ☐ Review and finalize database