Prioritizing Client Engagements Template

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In the client-centric world of consulting, prioritizing client engagements is crucial for success. This template helps you utilize the Eisenhower Matrix to focus on urgent and important tasks, ensuring that key client engagements are given the attention they deserve.

By following this template, you can identify and prioritize high-priority tasks, ensuring that your most critical client engagements are managed efficiently and effectively.

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Prioritizing Client Engagements for Priority Matrix

Prioritizing Client Engagements in Priority Matrix

Use the Eisenhower Matrix to prioritize and manage key client engagements effectively.

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Proposed Tasks

Urgent and Important

  • Client Engagement 1 due in 1 day
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 2 due in 3 days
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 9 due in 5 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 15 due in 11 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Important, Not Urgent

  • Client Engagement 3 due in 1 week
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 4 due in 2 weeks
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 10 due in 6 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 16 due in 12 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Urgent, Not Important

  • Client Engagement 17 due in 13 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 18 due in 14 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 5 due in 1 month
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 6 due in 2 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 11 due in 7 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 12 due in 8 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3

Not Urgent, Not Important

  • Client Engagement 19 due in 15 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 20 due in 16 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 7 due in 3 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 8 due in 4 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 13 due in 9 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
  • Client Engagement 14 due in 10 months
    ☐ Subtask1 ☐ Subtask2 ☐ Subtask3