Team Project Management for Business Development Template

More sales templates

Enhance your sales team's collaboration and productivity with this template designed for effective project management. Share updates, tasks, and notes seamlessly to keep everyone informed and aligned. This template guides you through the process of selecting a project management tool, setting it up, adding tasks, and monitoring progress to ensure your business development efforts are unified and efficient.

Seamless communication and collaboration are crucial for success in sales and marketing. Use this template to ensure your team operates with unified objectives and achieves top-notch business development outcomes.

Get this template on priority matrix

Team Project Management for Business Development for Priority Matrix

Team Project Management for Business Development in Priority Matrix

Ensure seamless communication and collaboration within your sales team for top-notch business development.

You can start using Team Project Management for Business Development or other Sales 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

Critical and Immediate

  • Task 1: Identify Project Management Tool
    ☐ Research possible project management tools ☐ Compare features and pricing of tools ☐ Choose the best tool for the team's needs
  • Task 2: Set up Project Management Tool
    ☐ Create account ☐ Customize settings to fit team's needs ☐ Add team members to the tool
  • Task 3: Create Project in Tool
    ☐ Name the project ☐ Add description and goals of the project ☐ Set start and end dates for the project

Critical but not Immediate

  • Task 4: Add Tasks to the Project
    ☐ List all tasks that need to be done ☐ Add tasks to the project in the tool ☐ Assign tasks to team members
  • Task 5: Share Project with Team
    ☐ Ensure all team members have access to the project ☐ Send out an email to the team introducing the project ☐ Host a team meeting to walk through the project

Not Critical but Immediate

  • Task 6: Monitor Progress of Tasks
    ☐ Check the status of tasks regularly ☐ Follow up with team members on their tasks ☐ Update task status as needed
  • Task 7: Update Project as Needed
    ☐ Add new tasks as they come up ☐ Remove or modify tasks as needed ☐ Adjust project timeline if necessary

Not Critical, Not Immediate

  • Task 8: Review Project at Completion
    ☐ Review all tasks to ensure they were completed ☐ Gather feedback from team members on the project ☐ Document lessons learned for future projects