This is a Checklist Template for you to draft an email regarding Task Management.

Please, make a copy before using it.

If you need extra information, please check this guide.

<<Insert Task Name>>

<<Insert client’s logo here & delete this line>>

1) Planning

• [ ] Create a to-do list with all the tasks you need to perform
• [ ] Prioritize tasks (Ivy Lee Method, Eisenhower Matrix, etc.)
• [ ] Block time on your calendar

2) Structuring

Use the PERF approach to tackle each task

PERF

3) Draft Your First Email

• [ ] Ask if there is a specific structure/format you should be using

• [ ] Suggest activities, exercises, or videos you would like to include with hyperlinks

• [ ] Questions gathered from preparing the task

• [ ] Project Timeline

• [ ] ETA for each part that you are performing

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