Debt Collection Task Management Template

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Ensure no collection task or deadline is missed with this comprehensive Debt Collection Task Management template. It covers every step from the initial contact with debtors to legal action preparation, all while tracking payments and maintaining thorough documentation.

This template is designed to help collections managers keep track of numerous tasks and deadlines effectively, ensuring efficient debt recovery and minimizing missed opportunities.

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Debt Collection Task Management for Priority Matrix

Debt Collection Task Management in Priority Matrix

Manage and track all debt collection tasks, deadlines, and follow-ups efficiently.

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Proposed Tasks

Critical and Immediate

  • Initial Contact with Debtor - due in 1 day
    ☐ Compile debtor information ☐ Prepare initial contact letter ☐ Send initial contact letter
  • Follow-Up Call to Debtor - due in 1 week
    ☐ Prepare for the call ☐ Make the call ☐ Document the call

Important but not Immediate

  • Payment Arrangement - due in 2 weeks
    ☐ Negotiate payment plan ☐ Document payment plan ☐ Send payment plan to debtor
  • Track Payment - due in 3 weeks
    ☐ Monitor payment status ☐ Record payment receipt ☐ Update debtor file

Less Critical but Immediate

  • Legal Action Preparation - due in 1 month
    ☐ Prepare legal documents ☐ File legal documents ☐ Follow up on legal proceedings
  • Training New Staff - due in 2 months
    ☐ Prepare training materials ☐ Conduct training ☐ Evaluate trainee performance

Less Important and not Immediate

  • Weekly Team Meeting - due in 1 week
    ☐ Prepare agenda ☐ Conduct meeting ☐ Document meeting minutes
  • Monthly Report - due in 1 month
    ☐ Compile data ☐ Prepare report ☐ Present report to management
  • Quarterly Review - due in 3 months
    ☐ Review collection performance ☐ Analyze data ☐ Prepare review report
  • Yearly Audit - due in 1 year
    ☐ Prepare for audit ☐ Conduct audit ☐ Document audit findings