Financial Task Prioritization Template

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Improve the management of your organization's financial tasks with this comprehensive template. By utilizing a Priority Matrix, you can identify urgent and important tasks, delegate appropriately, and ensure that critical financial responsibilities are addressed promptly.

This template is designed for Finance & HR Controllers in religious non-profits, helping them streamline their workflow and enhance overall efficiency in financial management.

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Financial Task Prioritization for Priority Matrix

Financial Task Prioritization in Priority Matrix

Prioritize and delegate financial tasks to enhance efficiency and ensure timely completion.

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Proposed Tasks

Urgent and Important

  • Review and Approve Payroll due in 1 day
    ☐ Review payroll details ☐ Approve payroll
  • Prepare Monthly Financial Report due in 3 days
    ☐ Collect financial data ☐ Analyze financial performance ☐ Prepare report
  • Prepare for Board Meeting due in 1 week
    ☐ Prepare financial presentation ☐ Review meeting agenda
  • Prepare Donor Report due in 1 month
    ☐ Collect donor data ☐ Prepare report
  • Handle Tax Filings due in 4 months
    ☐ Prepare tax documents ☐ File taxes

Important, Not Urgent

  • Staff Training on Financial Policies due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training
  • Annual Budget Planning due in 2 months
    ☐ Review previous budget ☐ Plan for upcoming year ☐ Prepare draft budget
  • Update Financial Policies due in 3 months
    ☐ Review current policies ☐ Identify areas for improvement ☐ Update policies
  • Review and Update Financial Procedures due in 3 months
    ☐ Review current procedures ☐ Identify areas for improvement ☐ Update procedures
  • Review and Update Employee Benefits due in 4 months
    ☐ Review current benefits ☐ Identify areas for improvement ☐ Update benefits
  • Plan for Fundraising Event due in 5 months
    ☐ Prepare budget ☐ Plan event details
  • Implement New Accounting Software due in 5 months
    ☐ Evaluate software options ☐ Choose software ☐ Implement software
  • Audit Preparation due in 6 months
    ☐ Review financial documents ☐ Prepare necessary documents
  • Update Investment Strategies due in 6 months
    ☐ Review current strategies ☐ Identify areas for improvement ☐ Update strategies
  • Conduct Internal Audit due in 6 months
    ☐ Prepare audit plan ☐ Conduct audit

Urgent, Not Important

  • Weekly Expense Approval due in 2 days
    ☐ Review submitted expenses ☐ Approve/deny expenses
  • Review Financial Software Upgrade due in 1 week
    ☐ Evaluate features ☐ Determine if upgrade is necessary
  • Reconcile Bank Statements due in 1 week
    ☐ Review bank statements ☐ Reconcile with accounting records
  • Evaluate Employee Performance due in 1 week
    ☐ Review performance metrics ☐ Prepare evaluations
  • Review Insurance Policies due in 1 month
    ☐ Review current policies ☐ Identify areas for improvement