Presales Project Tracking and Deadline Management Template

More project-management templates

Ensure that your presales projects stay on track and all deadlines are met with this detailed template. Using Priority Matrix, you can easily visualize and allocate your time to the most pressing tasks, ensuring no deadlines are missed.

This template is designed specifically for Presales Executives in technology consulting or software development, helping you manage multiple tasks effectively and reduce the stress associated with tight deadlines.

Get this template on priority matrix

Presales Project Tracking and Deadline Management for Priority Matrix

Presales Project Tracking and Deadline Management in Priority Matrix

Manage your presales projects efficiently and never miss a deadline with this comprehensive template.

You can start using Presales Project Tracking and Deadline Management or other Project-Management Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Task 6: Review and respond to emails - due in 1 day
    ☐ Check inbox for new emails ☐ Respond to client queries ☐ Follow up on pending matters
  • Task 4: Schedule client meetings - due in 1 day
    ☐ Identify availability ☐ Coordinate with clients for scheduling ☐ Confirm meeting times and dates
  • Task 8: Attend team meeting - due in 1 day
    ☐ Prepare for meeting ☐ Attend meeting ☐ Follow up on action items from meeting
  • Task 1: Submit project proposal - due in 2 days
    ☐ Prepare proposal draft ☐ Review and finalize proposal ☐ Submit proposal
  • Task 3: Prepare for client presentation - due in 3 days
    ☐ Prepare presentation slides ☐ Practice presentation ☐ Prepare responses to potential questions
  • Task 7: Update project timeline - due in 3 days
    ☐ Review current project timeline ☐ Update timeline based on project progress ☐ Communicate updated timeline to team

Important, Not Urgent

  • Task 2: Conduct competitor analysis - due in 1 week
    ☐ Identify main competitors ☐ Research competitor products and services ☐ Analyze competitor strengths and weaknesses
  • Task 9: Prepare project status report - due in 1 week
    ☐ Collect project data ☐ Prepare draft report ☐ Finalize and submit report
  • Task 15: Update project budget - due in 1 week
    ☐ Review current project budget ☐ Identify budget changes ☐ Update budget and communicate changes to team
  • Task 5: Update client database - due in 2 weeks
    ☐ Review current client information ☐ Update client contact details ☐ Add new client information
  • Task 14: Update project risk assessment - due in 2 weeks
    ☐ Review current risk assessment ☐ Identify new risks ☐ Update risk mitigation strategies
  • Task 19: Update project communication plan - due in 2 weeks
    ☐ Review current communication plan ☐ Identify areas for improvement ☐ Update plan and communicate changes to team
  • Task 17: Update project quality standards - due in 3 weeks
    ☐ Review current quality standards ☐ Identify areas for improvement ☐ Update standards and communicate changes to team

Urgent, Not Important

  • Task 10: Attend training session - due in 2 weeks
    ☐ Prepare for training ☐ Attend training session ☐ Implement learned skills

Neither Urgent nor Important

  • Task 11: Review and update personal goals - due in 1 month
    ☐ Review current personal goals ☐ Update goals based on progress and changes ☐ Set new goals as necessary
  • Task 12: Review and update team goals - due in 1 month
    ☐ Review current team goals ☐ Update goals based on team progress and changes ☐ Set new team goals as necessary
  • Task 13: Conduct client feedback survey - due in 1 month
    ☐ Prepare survey questions ☐ Send out survey to clients ☐ Analyze survey responses
  • Task 16: Prepare for project audit - due in 1 month
    ☐ Collect necessary project documents ☐ Prepare audit report ☐ Coordinate with audit team
  • Task 18: Conduct project performance review - due in 1 month
    ☐ Prepare performance review criteria ☐ Conduct review ☐ Communicate review results to team
  • Task 20: Update personal development plan - due in 1 month
    ☐ Review current development plan ☐ Identify areas for improvement ☐ Update plan and set new development goals