Task Tracking and Deadline Management Template

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Enhance your time management skills with the 'Task Tracking and Deadline Management' template. Designed specifically for Regional Account Managers in the banking and finance industry, this template employs Priority Matrix to help you visualize and prioritize urgent and important tasks.

From client meetings to annual audits, ensure every crucial task is completed on time. Improve your productivity and efficiency by keeping track of your deadlines and allocating your time effectively.

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Task Tracking and Deadline Management for Priority Matrix

Task Tracking and Deadline Management in Priority Matrix

Manage tasks and deadlines efficiently to boost productivity in banking and finance.

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Proposed Tasks

Not Critical & Not Immediate

  • Annual Audit Preparation due in 16 months
    ☐ Collect necessary documents ☐ Coordinate with auditors ☐ Review audit report
  • Client Acquisition Strategy due in 13 months
    ☐ Identify potential client segments ☐ Design marketing strategy ☐ Prepare action plan
  • Employee Training Program due in 14 months
    ☐ Identify training needs ☐ Design training program ☐ Coordinate with trainers
  • IT System Upgrade due in 15 months
    ☐ Identify system requirements ☐ Coordinate with IT team ☐ Monitor upgrade process
  • Client Meeting Preparation due in 1 day
    ☐ Review client portfolio ☐ Prepare meeting agenda ☐ Check latest market trends
  • Monthly Sales Report due in 3 days
    ☐ Collect sales data ☐ Analyze sales performance ☐ Prepare report
  • Team Meeting due in 1 week
    ☐ Prepare agenda ☐ Coordinate with team members ☐ Review previous meeting minutes
  • Quarterly Performance Review due in 2 weeks
    ☐ Collect performance data ☐ Conduct analysis ☐ Prepare presentation
  • New Account Onboarding due in 1 month
    ☐ Review client documents ☐ Set up account ☐ Coordinate with client for initial deposit
  • Annual Budget Proposal due in 2 months
    ☐ Review previous budget ☐ Project next year's expenses ☐ Prepare budget proposal
  • Client Portfolio Review due in 3 months
    ☐ Review client's investments ☐ Analyze market trends ☐ Prepare investment advice
  • Year-End Report due in 4 months
    ☐ Collect annual data ☐ Analyze performance ☐ Prepare report
  • Client Feedback Survey due in 5 months
    ☐ Design survey ☐ Send out survey ☐ Analyze feedback
  • New Product Training due in 6 months
    ☐ Attend training sessions ☐ Review product details ☐ Practice product pitch
  • Team Performance Review due in 7 months
    ☐ Review team's sales data ☐ Conduct performance analysis ☐ Prepare feedback
  • Client Retention Strategy due in 8 months
    ☐ Review client churn data ☐ Identify retention strategies ☐ Prepare action plan
  • Business Continuity Plan Review due in 9 months
    ☐ Review current plan ☐ Identify areas for improvement ☐ Update plan
  • Annual Sales Strategy due in 10 months
    ☐ Review market trends ☐ Identify sales opportunities ☐ Prepare sales strategy
  • New Market Exploration due in 11 months
    ☐ Identify potential markets ☐ Conduct market research ☐ Prepare market entry plan
  • Regulatory Compliance Review due in 12 months
    ☐ Review regulatory changes ☐ Ensure business practices are compliant ☐ Update internal compliance documentation