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Referral Coordination and Task Management Template
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Streamline your referral coordination efforts with this comprehensive template. Designed for Referral Coordinators in the crowdfunding industry, this template helps you visualize and allocate time to tasks based on their urgency and importance, ensuring deadlines are met.
With a focus on effective time management, you can ensure all tasks are completed on time, leading to more successful crowdfunding campaigns. This template includes detailed steps for identifying, contacting, and tracking referrals, as well as updating databases and preparing reports.
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Referral Coordination and Task Management in Priority Matrix
Effectively manage and prioritize referral tasks to ensure timely completion and successful crowdfunding campaigns.
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Proposed Tasks
Urgent and Important
-
Task 1: Identify Potential Referrals - Due in 2 days
☐ Research potential referrals ☐ Compile list of potential referrals -
Task 2: Contact Potential Referrals - Due in 1 week
☐ Prepare contact script ☐ Reach out to potential referrals -
Task 5: Prepare Referral Report - Due in 3 weeks
☐ Compile referral data ☐ Create report ☐ Present report to team -
Task 7: Implement Referral Engagement Plan - Due in 5 weeks
☐ Execute engagement activities ☐ Evaluate engagement success -
Task 11: Train Staff on New Referral Processes - Due in 9 weeks
☐ Prepare training session ☐ Conduct training session -
Task 13: Adjust Referral Strategy Based on Metrics - Due in 11 weeks
☐ Identify necessary changes ☐ Implement changes -
Task 16: Plan Next Quarter's Referral Strategy - Due in 4 months
☐ Review past quarter's results ☐ Create strategy for next quarter -
Task 18: Conduct Quarterly Review - Due in 5 months
☐ Present referral data and strategy ☐ Discuss with team and make adjustments
Important but not Urgent
-
Task 3: Track Referral Responses - Due in 1 week
☐ Log responses ☐ Follow-up as necessary -
Task 4: Update Referral Database - Due in 2 weeks
☐ Input new referral information ☐ Update existing referral information -
Task 6: Develop Referral Engagement Plan - Due in 1 month
☐ Identify engagement strategies ☐ Create engagement plan -
Task 8: Review and Adjust Engagement Plan - Due in 6 weeks
☐ Analyze engagement results ☐ Adjust plan as necessary -
Task 12: Review Referral Metrics - Due in 10 weeks
☐ Collect referral metrics ☐ Analyze metrics -
Task 17: Prepare for Quarterly Review - Due in 4.5 months
☐ Compile all referral data ☐ Prepare presentation
Urgent but not Important
-
Task 9: Identify New Referral Opportunities - Due in 7 weeks
☐ Research potential new referral sources ☐ Reach out to potential new sources -
Task 14: Update Referral Incentives - Due in 3 months
☐ Review current incentives ☐ Identify potential new incentives ☐ Implement new incentives -
Task 19: Update Referral Database - Due in 5.5 months
☐ Input new referral information ☐ Update existing referral information
Neither Urgent nor Important
-
Task 10: Update Referral Training Materials - Due in 8 weeks
☐ Review current training materials ☐ Update materials with new information -
Task 15: Conduct Referral Satisfaction Survey - Due in 3.5 months
☐ Create survey ☐ Distribute survey ☐ Analyze survey results -
Task 20: Reflect on Personal Performance - Due in 6 months
☐ Review personal performance ☐ Identify areas for improvement ☐ Create personal development plan