HR & Finance Task Management Project Template

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Achieve seamless coordination in managing HR and finance tasks within your non-profit organization. This template enables you to share tasks and updates with your team, ensuring everyone is aligned and informed about key activities. From organizing team meetings to developing HR policies and updating budgets, this comprehensive guide covers all essential tasks.

By utilizing this template, you can enhance team collaboration, streamline processes, and work harmoniously towards common goals, ultimately boosting efficiency and effectiveness in your HR and finance operations.

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HR & Finance Task Management Project for Priority Matrix

HR & Finance Task Management Project in Priority Matrix

Coordinate HR and finance tasks effectively with shared updates and aligned objectives.

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Proposed Tasks

High Impact, High Urgency

  • Task 1: Organize team meeting due in 1 day
    ☐ Prepare agenda ☐ Invite team members ☐ Prepare presentation
  • Task 4: Update budget due in 3 days
    ☐ Review current budget ☐ Make necessary adjustments ☐ Share updated budget with team
  • Task 5: Payroll processing due in 1 week
    ☐ Verify employee hours ☐ Calculate pay ☐ Process payments
  • Task 3: Employee performance reviews due in 2 weeks
    ☐ Prepare review forms ☐ Schedule review meetings ☐ Conduct reviews

High Impact, Low Urgency

  • Task 2: Develop HR policies due in 1 month
    ☐ Conduct HR policy research ☐ Write draft policies ☐ Review and finalize policies
  • Task 7: Employee training due in 1 month
    ☐ Identify training needs ☐ Schedule training sessions ☐ Conduct training
  • Task 11: Financial report due in 1 month
    ☐ Gather financial data ☐ Prepare financial statements ☐ Review and finalize report
  • Task 15: Compliance training due in 1 month
    ☐ Prepare training materials ☐ Schedule training sessions ☐ Conduct training
  • Task 18: Conduct salary benchmarking due in 1 month
    ☐ Collect salary data ☐ Analyze data ☐ Make necessary adjustments
  • Task 8: Recruitment due in 2 months
    ☐ Post job advertisements ☐ Screen applicants ☐ Conduct interviews
  • Task 12: Employee benefits review due in 2 months
    ☐ Review current benefits ☐ Research potential changes ☐ Implement changes if necessary
  • Task 16: Annual audit preparation due in 2 months
    ☐ Collect necessary documents ☐ Prepare audit schedule ☐ Communicate audit plan with team
  • Task 19: Financial forecasting due in 2 months
    ☐ Collect financial data ☐ Prepare forecast ☐ Review and finalize forecast

Low Impact, High Urgency

  • Task 10: Update employee records due in 1 week
    ☐ Review employee records ☐ Update necessary information ☐ Verify changes with employees
  • Task 13: Employee offboarding due in 1 week
    ☐ Schedule exit interview ☐ Conduct exit interview ☐ Update employee records
  • Task 17: Update HR software due in 1 week
    ☐ Identify necessary updates ☐ Schedule update with IT ☐ Verify successful update
  • Task 6: Employee onboarding due in 2 weeks
    ☐ Prepare onboarding materials ☐ Schedule onboarding sessions ☐ Conduct onboarding
  • Task 9: Employee engagement survey due in 3 weeks
    ☐ Prepare survey ☐ Distribute survey to employees ☐ Analyze survey results

Low Impact, Low Urgency

  • Task 14: Update job descriptions due in 3 weeks
    ☐ Review current job descriptions ☐ Make necessary updates ☐ Share updates with team
  • Task 20: Employee wellness program review due in 3 weeks
    ☐ Review current program ☐ Collect employee feedback ☐ Make necessary adjustments