Financial Task Tracking and Prioritization Template

More finance templates

Manage your non-profit organization's finances efficiently with this comprehensive template. The 'Financial Task Tracking and Prioritization' template helps you systematically track and prioritize crucial financial tasks, ensuring optimal use of funds and adherence to budget constraints.

From preparing annual budgets and monthly financial reports to audit preparations and grant applications, this template covers all essential aspects of non-profit financial management. Enhance your organization's fund management and compliance with ease.

Get this template on priority matrix

Financial Task Tracking and Prioritization for Priority Matrix

Financial Task Tracking and Prioritization in Priority Matrix

Efficiently track and prioritize financial tasks to ensure optimal fund usage and budget adherence in non-profit organizations.

You can start using Financial Task Tracking and Prioritization or other Finance Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Weekly payroll processing due in 2 days
    ☐ Collect all timesheets ☐ Calculate pay for each employee ☐ Process payroll payments
  • Invoice processing due in 2 days
    ☐ Collect all invoices ☐ Process invoices for payment
  • Monthly Financial Report due in 3 days
    ☐ Gather all financial data ☐ Analyze and interpret data ☐ Prepare report
  • Monthly expense report due in 3 days
    ☐ Collect all expense receipts ☐ Prepare expense report
  • Reconcile bank statements due in 1 week
    ☐ Collect all bank statements ☐ Compare statements with internal records ☐ Identify and resolve any discrepancies
  • Prepare Annual Budget due in 2 weeks
    ☐ Identify all budget items ☐ Analyze previous year's budget ☐ Estimate upcoming year's expenses
  • Quarterly budget review due in 1 month
    ☐ Review budget performance ☐ Identify any budget deviations ☐ Make necessary budget adjustments

Important, Not Urgent

  • Grant application due in 3 weeks
    ☐ Identify grant opportunities ☐ Prepare and submit grant application
  • Yearly financial forecast due in 1 month
    ☐ Analyze current financial data ☐ Forecast future financial performance
  • Investment review due in 1 month
    ☐ Review current investments ☐ Evaluate investment performance
  • Financial risk assessment due in 2 months
    ☐ Identify potential financial risks ☐ Analyze impact of risks ☐ Develop risk mitigation strategies
  • Audit preparation due in 3 months
    ☐ Ensure all financial records are accurate ☐ Review compliance with financial regulations ☐ Prepare necessary audit documentation
  • Procurement process review due in 3 months
    ☐ Review current procurement processes ☐ Identify areas for improvement ☐ Implement process improvements
  • Year-end tax preparation due in 4 months
    ☐ Collect all necessary tax documents ☐ Prepare tax return ☐ File tax return
  • Review and update financial policies due in 6 months
    ☐ Review current financial policies ☐ Identify areas for improvement ☐ Update policies as needed

Urgent, Not Important

  • Donor acknowledgement letters due in 1 week
    ☐ Identify all donors ☐ Prepare and send acknowledgement letters
  • Donor database update due in 2 weeks
    ☐ Review donor database ☐ Update donor information as necessary
  • Update financial software due in 1 month
    ☐ Identify software needs ☐ Research suitable software options ☐ Implement software update
  • Financial training for staff due in 5 months
    ☐ Identify training needs ☐ Develop training program ☐ Deliver training to staff
  • Review vendor contracts due in 6 months
    ☐ Review current vendor contracts ☐ Negotiate contract terms as necessary