Consulting Task and Deadline Management Template

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Effectively manage your consulting tasks and deadlines with this comprehensive template. By using Priority Matrix, you can quickly visualize and allocate your time to the most pressing tasks, ensuring no deadlines are missed and reducing the stress of juggling multiple clients.

This template helps you prioritize your work, streamline your processes, and ensure every task gets the attention it requires within the stipulated timeframe, leading to improved client satisfaction and project success.

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Consulting Task and Deadline Management for Priority Matrix

Consulting Task and Deadline Management in Priority Matrix

Manage consulting tasks and deadlines efficiently to ensure timely delivery and client satisfaction.

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Proposed Tasks

Not Critical and Not Immediate

  • Client Follow-up due in 1 day
    ☐ Prepare follow-up notes ☐ Send follow-up email ☐ Make follow-up call
  • Client Meeting Preparation due in 1 day
    ☐ Review client's business situation ☐ Prepare presentation slides ☐ Practice presentation
  • Proposal Writing due in 3 days
    ☐ Research client's industry ☐ Create proposal draft ☐ Review and revise proposal
  • Project Documentation due in 3 days
    ☐ Collect project documents ☐ Organize project documents ☐ Archive project documents
  • Project Evaluation due in 1 week
    ☐ Collect project data ☐ Analyze project performance ☐ Prepare evaluation report
  • Client Feedback Collection due in 1 week
    ☐ Prepare feedback questionnaire ☐ Send feedback questionnaire to client ☐ Collect and analyze feedback
  • Project Management Meeting due in 1 week
    ☐ Prepare project update ☐ Identify issues and risks ☐ Develop action plans
  • Business Analysis Report due in 2 weeks
    ☐ Collect and analyze business data ☐ Write report ☐ Review and revise report
  • Business Plan Update due in 2 weeks
    ☐ Review current business plan ☐ Identify areas for update ☐ Update business plan
  • Business Development Meeting due in 2 weeks
    ☐ Prepare meeting agenda ☐ Attend meeting ☐ Follow up on meeting action items
  • Client Presentation due in 1 month
    ☐ Prepare presentation materials ☐ Practice presentation ☐ Conduct presentation
  • Contract Negotiation due in 1 month
    ☐ Review contract terms ☐ Prepare negotiation strategy ☐ Conduct negotiation
  • Marketing Strategy Review due in 1 month
    ☐ Review current marketing strategy ☐ Identify areas for improvement ☐ Revise marketing strategy
  • Project Implementation due in 2 months
    ☐ Develop project plan ☐ Coordinate project activities ☐ Monitor project progress
  • Project Closure due in 2 months
    ☐ Complete project deliverables ☐ Prepare project closure report ☐ Conduct project closure meeting
  • Budget Planning due in 2 months
    ☐ Review current budget ☐ Identify budgetary needs ☐ Prepare new budget
  • Performance Review due in 3 months
    ☐ Collect performance data ☐ Analyze performance data ☐ Prepare performance report
  • Team Building Activity due in 4 months
    ☐ Plan team building activity ☐ Coordinate team building activity ☐ Conduct team building activity
  • Business Process Improvement due in 5 months
    ☐ Identify areas for improvement ☐ Develop improvement plan ☐ Implement improvement plan
  • Strategic Planning due in 6 months
    ☐ Conduct strategic analysis ☐ Develop strategic plan ☐ Implement strategic plan