Team Project Tracking Initiative Template

Team Project Tracking Initiative in Priority Matrix

Keep your consulting team aligned with seamless project updates, tasks, and notes.

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Proposed Tasks

Critical & Immediate

• Task 1: Define Project Scope
  ☐ Identify project objectives ☐ Determine project deliverables ☐ Identify key stakeholders
• Task 2: Establish Team Roles
  ☐ Identify team members ☐ Assign roles and responsibilities
• Task 3: Choose Project Management Tool
  ☐ Research potential tools ☐ Select most suitable tool

Important but not Urgent

• Task 4: Set Up Project on Selected Tool
  ☐ Create project ☐ Add team members
• Task 5: Train Team on Tool Usage
  ☐ Organize training session ☐ Ensure understanding and ease of use
• Task 6: Define Task Categories
  ☐ Decide on task classification ☐ Create categories on tool
• Task 7: Input Initial Tasks
  ☐ Collect all current tasks ☐ Input tasks into tool

Less Critical but Immediate

• Task 8: Assign Tasks
  ☐ Determine task ownership ☐ Assign tasks to team members
• Task 9: Establish Reporting Protocol
  ☐ Decide on reporting frequency ☐ Set up reporting template

Least Priority

• Task 10: Conduct Initial Team Meeting
  ☐ Organize kickoff meeting ☐ Communicate project details and expectations
• Task 11: Monitor Task Progress
  ☐ Regularly check task statuses ☐ Address any issues promptly
• Task 12: Conduct Regular Team Meetings
  ☐ Organize regular team meetings ☐ Discuss progress and address issues
• Task 13: Adjust Task Assignments as Needed
  ☐ Reassign tasks as necessary ☐ Ensure balanced workload
• Task 14: Update Project Progress
  ☐ Update task statuses ☐ Share updates with team
• Task 15: Address any Issues or Roadblocks
  ☐ Identify any issues ☐ Work towards solutions
• Task 16: Collect Feedback from Team Members
  ☐ Request feedback on tool and process ☐ Make adjustments as needed
• Task 17: Review Project Success
  ☐ Assess achievement of project objectives ☐ Review team performance
• Task 18: Conduct Final Team Meeting
  ☐ Discuss project completion ☐ Recognize team effort
• Task 19: Archive Project
  ☐ Complete all final reports ☐ Archive project in tool
• Task 20: Plan for Future Projects
  ☐ Identify lessons learned ☐ Use insights for future project planning