Team Project for New Business Development Template

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Boost your new business development efforts with this comprehensive project template designed for the electrical and industrial supplies industry. This template helps your team stay aligned by sharing updates, tasks, and notes throughout the project's lifecycle.

From identifying potential clients to closing deals and planning project execution, follow these structured steps to effectively manage and execute your new business development strategies.

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Team Project for New Business Development for Priority Matrix

Team Project for New Business Development in Priority Matrix

Ensure seamless team collaboration for efficient execution of new business development strategies.

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Proposed Tasks

Urgent and Important

  • Task 1: Identify Potential Clients (due in 1 week)
    ☐ Research about potential clients ☐ Identify key decision makers ☐ Prepare a list
  • Task 2: Develop Pitch Deck (due in 2 weeks)
    ☐ Identify key selling points ☐ Prepare slides ☐ Review and finalize
  • Task 4: Conduct Client Meetings (due in 4 weeks)
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up
  • Task 8: Conduct Follow-up Meetings (due in 8 weeks)
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up
  • Task 9: Finalize Deals with Clients (due in 9 weeks)
    ☐ Discuss terms ☐ Finalize deal ☐ Sign agreement
  • Task 11: Kick-off Project (due in 11 weeks)
    ☐ Conduct kick-off meeting ☐ Share project plan ☐ Start execution
  • Task 12: Monitor Project Progress (due in 12 weeks)
    ☐ Track progress ☐ Identify issues ☐ Take corrective actions
  • Task 15: Handle Issues and Risks (due in 15 weeks)
    ☐ Identify issues and risks ☐ Develop mitigation plans ☐ Implement plans
  • Task 18: Continue Project Execution (due in 18 weeks)
    ☐ Continue execution ☐ Monitor progress ☐ Handle issues
  • Task 20: Close Project (due in 20 weeks)
    ☐ Close project ☐ Share final report ☐ Celebrate success

Important, Not Urgent

  • Task 3: Schedule Meetings with Potential Clients (due in 3 weeks)
    ☐ Reach out to potential clients ☐ Schedule meetings ☐ Confirm dates and times
  • Task 5: Analyze Client Feedback (due in 5 weeks)
    ☐ Collect feedback ☐ Analyze feedback ☐ Identify improvements
  • Task 10: Plan Project Execution (due in 10 weeks)
    ☐ Identify resources ☐ Prepare timeline ☐ Assign roles and responsibilities
  • Task 14: Update Clients on Progress (due in 14 weeks)
    ☐ Prepare progress report ☐ Share report with clients ☐ Address client queries
  • Task 16: Conduct Mid-term Review (due in 16 weeks)
    ☐ Review progress ☐ Identify improvements ☐ Implement improvements
  • Task 19: Conduct Final Review (due in 19 weeks)
    ☐ Review project ☐ Identify successes and failures ☐ Prepare final report

Urgent, Not Important

  • Task 6: Revise Pitch Based on Feedback (due in 6 weeks)
    ☐ Review feedback ☐ Revise pitch ☐ Finalize revised pitch
  • Task 7: Reschedule Meetings with Clients (due in 7 weeks)
    ☐ Reach out to clients ☐ Reschedule meetings ☐ Confirm dates and times
  • Task 13: Conduct Weekly Team Meetings (due in 13 weeks)
    ☐ Schedule meeting ☐ Discuss progress and issues ☐ Plan for next week
  • Task 17: Revise Project Plan if Needed (due in 17 weeks)
    ☐ Review project plan ☐ Identify revisions ☐ Implement revisions