GTD Task and Deadline Management Template

GTD Task and Deadline Management in Priority Matrix

Efficiently manage tasks and deadlines in the financial services industry.

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Proposed Tasks

Urgent and Important

• Review Financial Reports (due in 1 day)
  ☐ Review monthly financial reports ☐ Analyze financial data ☐ Prepare summary of findings
• Client Proposal (due in 3 days)
  ☐ Understand client requirements ☐ Prepare proposal draft ☐ Review and finalize proposal
• Update Client Database (due in 4 days)
  ☐ Review current client data ☐ Update with new client information ☐ Verify data accuracy
• Update Website Content (due in 1 week)
  ☐ Review current content ☐ Update with new financial information ☐ Review and publish updates
• Client Meeting (due in 1 week)
  ☐ Prepare meeting agenda ☐ Conduct client meeting ☐ Follow-up on action items
• Budget Planning (due in 3 weeks)
  ☐ Review current budget ☐ Forecast next quarter's expenses ☐ Prepare and approve new budget
• Tax Preparation (due in 1 month)
  ☐ Collect necessary financial documents ☐ Prepare tax forms ☐ Submit tax forms
• Create Marketing Campaign (due in 1 month)
  ☐ Identify target audience ☐ Create campaign strategy ☐ Launch and monitor campaign

Important but Not Urgent

• Plan Quarterly Strategy (due in 2 weeks)
  ☐ Review previous quarter's performance ☐ Set goals for next quarter ☐ Define strategies to achieve goals
• Employee Performance Review (due in 2 weeks)
  ☐ Review employee performance data ☐ Prepare feedback ☐ Conduct performance review meeting
• Industry Webinar (due in 3 weeks)
  ☐ Register for webinar ☐ Attend webinar ☐ Prepare summary of key points
• Networking Event (due in 3 weeks)
  ☐ Register for event ☐ Prepare business cards ☐ Attend event and network
• Policy Review (due in 3 weeks)
  ☐ Review current company policies ☐ Identify necessary updates ☐ Implement policy changes
• Competitor Analysis (due in 1 month)
  ☐ Identify main competitors ☐ Analyze competitor strategies ☐ Prepare report on findings
• Renew Business License (due in 6 weeks)
  ☐ Check renewal requirements ☐ Prepare necessary documents ☐ Submit renewal application

Urgent but Not Important

• Check Emails (due in 1 day)
  ☐ Check inbox ☐ Reply to urgent emails ☐ Flag emails for later response
• Weekly Team Status Update (due in 2 days)
  ☐ Collect team updates ☐ Prepare status report ☐ Send report to stakeholders
• System Update (due in 2 days)
  ☐ Check for system updates ☐ Install necessary updates ☐ Verify system functionality post-update
• Team Meeting (due in 2 days)
  ☐ Prepare agenda ☐ Send meeting invite ☐ Conduct meeting
• Office Supplies Inventory (due in 2 weeks)
  ☐ Check current office supplies ☐ Order necessary supplies ☐ Check delivery of supplies