Property Assignment and Status Tracking Template

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Ensure timely and efficient allocation of properties in the corporate housing industry with this comprehensive template. It provides a step-by-step guide to setting up a property assignment spreadsheet, developing status update protocols, and training your team.

By following this template, a National Account Manager can streamline property management processes, meet client expectations, and maintain high standards of efficiency.

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Property Assignment and Status Tracking for Priority Matrix

Property Assignment and Status Tracking in Priority Matrix

Efficiently track and manage property assignments and statuses in corporate housing.

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Proposed Tasks

Urgent and Important

  • Task 1: Set Up Property Assignment Spreadsheet - Due in 1 day
    ☐ Identify the necessary columns for tracking ☐ Set up the spreadsheet ☐ Test the spreadsheet
  • Task 2: Input Existing Property Assignments - Due in 3 days
    ☐ Gather all existing property assignment data ☐ Input data into the spreadsheet
  • Task 9: Regularly Review Property Assignment Status - Due in 2 months
    ☐ Schedule regular reviews ☐ Conduct reviews

Important, Not Urgent

  • Task 3: Develop Status Update Protocol - Due in 1 week
    ☐ Define the different statuses a property can have ☐ Develop a protocol for when and how to update status
  • Task 4: Train Team on Using Spreadsheet - Due in 2 weeks
    ☐ Develop training material ☐ Conduct training session
  • Task 5: Implement Regular Status Update Checks - Due in 3 weeks
    ☐ Establish a schedule for status update checks ☐ Implement the schedule
  • Task 6: Develop Deadlines Tracking System - Due in 1 month
    ☐ Identify how to track deadlines ☐ Implement deadlines tracking system
  • Task 7: Train Team on Status Update Protocol - Due in 5 weeks
    ☐ Develop training material ☐ Conduct training session

Urgent, Not Important

  • Task 8: Monitor Spreadsheet Use - Due in 6 weeks
    ☐ Monitor team's use of the spreadsheet ☐ Address any issues
  • Task 10: Update Property Assignments Spreadsheet - Due in 3 months
    ☐ Review spreadsheet for any necessary updates ☐ Make any necessary updates