Financial-creative team collaboration project Template

Financial-creative team collaboration project in Priority Matrix

Enhance collaboration between finance and creative teams with seamless sharing of financial updates, tasks, and notes.

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Proposed Tasks

Low Impact, Not Urgent

• Task 1: Create project in task management tool - due in 2 days
  ☐ Create a new project in the task management tool ☐ Add all team members to the project
• Task 2: Define project scope and objectives - due in 1 week
  ☐ Define the scope and objectives of the project ☐ Share them with the team for feedback
• Task 3: Set up financial task tracking - due in 1 week
  ☐ Set up a system for tracking financial tasks ☐ Share the system with the team
• Task 4: Share initial financial tasks with the team - due in 2 weeks
  ☐ Add initial financial tasks to the project ☐ Assign tasks to team members
• Task 5: Set up regular financial updates - due in 3 weeks
  ☐ Set up a schedule for regular financial updates ☐ Share the schedule with the team
• Task 6: Share first financial update - due in 1 month
  ☐ Prepare the first financial update ☐ Share the update with the team
• Task 7: Collect feedback on financial updates - due in 1.5 months
  ☐ Collect feedback from the team on the financial updates ☐ Make adjustments based on feedback
• Task 8: Share revised financial update - due in 2 months
  ☐ Prepare a revised financial update based on feedback ☐ Share the revised update with the team
• Task 9: Set up system for sharing financial notes - due in 2.5 months
  ☐ Set up a system for sharing financial notes with the team ☐ Share the system with the team
• Task 10: Share initial financial notes - due in 3 months
  ☐ Add initial financial notes to the project ☐ Share the notes with the team
• Task 11: Collect feedback on financial notes - due in 3.5 months
  ☐ Collect feedback from the team on the financial notes ☐ Make adjustments based on feedback
• Task 12: Share revised financial notes - due in 4 months
  ☐ Prepare revised financial notes based on feedback ☐ Share the revised notes with the team
• Task 13: Monitor project progress - due in 4.5 months
  ☐ Monitor the progress of the project ☐ Make adjustments as necessary
• Task 14: Conduct project review - due in 5 months
  ☐ Conduct a review of the project ☐ Share the review with the team
• Task 15: Collect feedback on project - due in 5.5 months
  ☐ Collect feedback from the team on the project ☐ Make adjustments based on feedback
• Task 16: Implement project adjustments - due in 6 months
  ☐ Implement adjustments to the project based on feedback ☐ Share the adjustments with the team
• Task 17: Monitor adjusted project progress - due in 6.5 months
  ☐ Monitor the progress of the adjusted project ☐ Make further adjustments as necessary
• Task 18: Conduct final project review - due in 7 months
  ☐ Conduct a final review of the project ☐ Share the review with the team
• Task 19: Collect final feedback on project - due in 7.5 months
  ☐ Collect final feedback from the team on the project ☐ Implement any final adjustments
• Task 20: Close project - due in 8 months
  ☐ Close the project ☐ Thank the team for their work