Implementing GTD Method for Efficient Task Management Template

Implementing GTD Method for Efficient Task Management in Priority Matrix

Implement the GTD method to manage tasks efficiently and ensure client satisfaction in the insurance industry.

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Proposed Tasks

Critical and Urgent

• Task 1: Client Meeting Preparation due in 1 day
  ☐ Prepare presentation ☐ Review client's file and history ☐ Prepare list of questions
• Task 5: Client Follow-ups due in 2 days
  ☐ Follow up on policy renewals ☐ Check on claim status ☐ Answer client queries
• Task 11: Team Meeting due in 3 days
  ☐ Prepare agenda ☐ Coordinate with team members ☐ Review previous meeting minutes
• Task 2: Policy Renewal Review due in 1 week
  ☐ Review policies due for renewal ☐ Check for any changes in client's situation ☐ Prepare renewal proposals
• Task 18: Yearly Performance Review due in 15 weeks
  ☐ Review performance against KPIs ☐ Prepare performance report ☐ Plan for next year
• Task 20: Policy Pricing Review due in 17 weeks
  ☐ Review current pricing ☐ Compare with competitors ☐ Adjust pricing if needed

Critical but Not Urgent

• Task 3: Update Client Database due in 2 weeks
  ☐ Update client contact information ☐ Record recent interactions ☐ Update policy details
• Task 4: Market Research due in 3 weeks
  ☐ Research new insurance products ☐ Study competitor offerings ☐ Identify market trends
• Task 6: Monthly Reporting due in 4 weeks
  ☐ Compile sales data ☐ Prepare performance report ☐ Analyze trends in client behavior
• Task 10: New Policy Launch Planning due in 8 weeks
  ☐ Coordinate with product team ☐ Plan marketing activities ☐ Prepare client communication
• Task 12: Policy Document Review due in 9 weeks
  ☐ Review policy documents for errors ☐ Update policy terms if needed ☐ Send updated documents to clients
• Task 14: Marketing Material Update due in 11 weeks
  ☐ Review current marketing materials ☐ Update with new product information ☐ Coordinate with design team
• Task 15: Client Onboarding Process Review due in 12 weeks
  ☐ Review current onboarding process ☐ Identify areas for improvement ☐ Implement changes

Not Critical but Urgent

• Task 7: Professional Development due in 5 weeks
  ☐ Attend online seminar ☐ Complete certification course ☐ Read industry publications
• Task 9: Client Appreciation Event Planning due in 7 weeks
  ☐ Plan event logistics ☐ Prepare guest list ☐ Coordinate with vendors
• Task 13: Client Satisfaction Survey due in 10 weeks
  ☐ Design survey ☐ Send out to clients ☐ Analyze responses
• Task 16: Team Training due in 13 weeks
  ☐ Identify training needs ☐ Coordinate with trainers ☐ Plan training schedule
• Task 19: Company Event Participation due in 16 weeks
  ☐ Register for event ☐ Prepare presentation ☐ Coordinate logistics

Not Critical, Not Urgent

• Task 8: Office Organization due in 6 weeks
  ☐ Organize physical files ☐ Update digital file system ☐ Clean and organize workspace
• Task 17: Office Supplies Inventory due in 14 weeks
  ☐ Check inventory of office supplies ☐ Order necessary items ☐ Organize supplies