Track Ongoing Projects Template

More project-management templates

In the fast-paced financial services industry, keeping all your projects on schedule is crucial to maintain a competitive edge. This template leverages Priority Matrix's dashboard to help you track project progress efficiently.

With detailed tasks and subtasks for various projects, from compliance regulation updates to client acquisition and IT system upgrades, this template ensures that all your projects are well-managed and deadlines are met.

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Track Ongoing Projects for Priority Matrix

Track Ongoing Projects in Priority Matrix

Ensure all your financial services projects stay on track and meet deadlines with this comprehensive project tracking template.

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Proposed Tasks

High Urgency, High Impact

  • Project 1: Compliance Regulation Update - due in 2 weeks
    ☐ Review new regulations ☐ Update company policies ☐ Train staff on new regulations
  • Project 3: Client Acquisition - due in 1 month
    ☐ Identify potential clients ☐ Develop marketing materials ☐ Set up meetings with potential clients ☐ Follow up with potential clients
  • Project 6: Quarterly Reporting - due in 1 month
    ☐ Collect financial data ☐ Prepare financial statements ☐ Review financial statements ☐ Submit financial statements
  • Project 10: Risk Management - due in 1 month
    ☐ Identify potential risks ☐ Develop risk management strategies ☐ Implement risk management strategies ☐ Evaluate risk management strategies effectiveness

Low Urgency, High Impact

  • Project 7: Client Retention - due in 1 month
    ☐ Identify at-risk clients ☐ Develop client retention strategies ☐ Implement client retention strategies ☐ Evaluate client retention strategies effectiveness
  • Project 4: Internal Audit - due in 2 months
    ☐ Prepare audit documents ☐ Conduct internal audit ☐ Review audit findings ☐ Implement audit recommendations
  • Project 2: New Product Development - due in 3 months
    ☐ Market research ☐ Product design ☐ Product testing ☐ Product launch

High Urgency, Low Impact

  • Project 8: Market Analysis - due in 2 weeks
    ☐ Identify market trends ☐ Analyze competitor strategies ☐ Develop market positioning strategies ☐ Implement market positioning strategies
  • Project 5: Staff Training - due in 3 weeks
    ☐ Identify training needs ☐ Prepare training materials ☐ Conduct training sessions ☐ Evaluate training effectiveness

Low Urgency, Low Impact

  • Project 9: IT System Upgrade - due in 3 months
    ☐ Identify IT system needs ☐ Develop IT system upgrade plan ☐ Implement IT system upgrade ☐ Evaluate IT system upgrade effectiveness