Presales Project Collaboration Template

Presales Project Collaboration in Priority Matrix

Enhance team collaboration and ensure seamless project updates with this presales project template.

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Proposed Tasks

High Impact, Urgent

• Project Updates
  ☐ Prepare weekly project updates ☐ Share updates with team
• Project Wrap-Up
  ☐ Prepare final project report ☐ Share report with team
• Set Up Project Management Tool
  ☐ Research suitable project management tools ☐ Set up an account ☐ Customize settings to fit team needs
• Train Team on Project Management Tool
  ☐ Organize a training session ☐ Create a user guide

High Impact, Not Urgent

• Create Task Sharing Protocol
  ☐ Define a process for sharing tasks ☐ Share protocol with team
• Import Existing Tasks
  ☐ Gather existing tasks from team members ☐ Input tasks into project management tool
• Maintain Communication Channels
  ☐ Ensure all team members can communicate effectively ☐ Address any communication issues
• Regular Team Meetings
  ☐ Schedule weekly team meetings ☐ Prepare agenda for each meeting

Low Impact, Urgent

• Ensure Task Visibility
  ☐ Check that all tasks are visible to relevant team members ☐ Adjust settings if necessary
• Monitor Task Completion
  ☐ Regularly check task status ☐ Follow up with team members if necessary