HR & Finance Task Prioritization Template

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Efficiently manage urgent and important HR and finance tasks with the Eisenhower method tailored for non-profit organizations. This template helps you prioritize tasks to ensure smooth operations and nothing is overlooked.

Utilize this tool to visualize and address high-priority tasks first, enhancing productivity and organizational efficiency.

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HR & Finance Task Prioritization for Priority Matrix

HR & Finance Task Prioritization in Priority Matrix

Prioritize HR and finance tasks effectively using the Eisenhower method in a non-profit setting.

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Proposed Tasks

Urgent and Important

  • Prepare Monthly Payroll - due in 1 day
    ☐ Review time records ☐ Calculate pay ☐ Prepare paychecks
  • Arrange Employee Training - due in 3 days
    ☐ Identify training needs ☐ Find suitable training providers ☐ Arrange schedules
  • Coordinate Employee Performance Reviews - due in 2 weeks
    ☐ Set dates for reviews ☐ Prepare review materials ☐ Conduct reviews
  • Audit Financial Statements - due in 1 month
    ☐ Review financial statements ☐ Identify discrepancies ☐ Make necessary corrections

Important, Not Urgent

  • Review Insurance Policies - due in 2 weeks
    ☐ Read through current policies ☐ Identify areas for improvement ☐ Research new policies
  • Update HR Policies - due in 1 month
    ☐ Review current policies ☐ Identify changes in regulations ☐ Update policies accordingly
  • Budget Planning for Next Fiscal Year - due in 2 months
    ☐ Review current budget ☐ Identify budget needs for next year ☐ Prepare budget proposal
  • Year-End Tax Preparation - due in 3 months
    ☐ Gather necessary financial documents ☐ Calculate taxes ☐ Prepare tax returns

Urgent, Not Important

  • Arrange Team Building Activities - due in 1 week
    ☐ Identify suitable activities ☐ Coordinate schedules ☐ Book venues

Neither Urgent nor Important

  • Update Employee Files - due in 3 weeks
    ☐ Review current files ☐ Update with new information ☐ Archive old files