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What is the most effective way to track progress towards deadlines?

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As an account manager, you are responsible for delivering projects on time and within budget, while keeping your clients happy and satisfied. But how do you track your progress towards the deadlines you have agreed upon? How do you avoid missing important milestones, or getting overwhelmed by unexpected changes or issues? In this article, we will share some tips and tools that can help you manage your deadlines effectively and efficiently.

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1 Set SMART goals

The first step to track your progress towards deadlines is to set clear and realistic goals for your projects. A useful framework for this is the SMART criteria, which stands for Specific, Measurable, Achievable, Relevant, and Time-bound. SMART goals help you define what you want to accomplish, how you will measure your success, whether your goals are realistic and attainable, how they align with your client's expectations and needs, and when you will complete them. By setting SMART goals, you can break down your projects into manageable tasks and subtasks, and assign them to yourself or your team members.

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2 Use a project management tool

The next step to track your progress towards deadlines is to use a project management tool that can help you organize, prioritize, and monitor your tasks and subtasks. There are many project management tools available, such as Asana, Trello, Basecamp, or Jira, that can suit different needs and preferences. A project management tool can help you create a visual representation of your project timeline, such as a Gantt chart, a Kanban board, or a calendar. It can also help you set deadlines, reminders, dependencies, and statuses for each task and subtask, and communicate with your team and your client through comments, notes, or attachments.

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3 Track your time and budget

The third step to track your progress towards deadlines is to track your time and budget for each task and subtask. This can help you identify any potential risks, delays, or overruns that might affect your project delivery. You can use a time tracking tool, such as Harvest, Toggl, or Clockify, to record how much time you and your team spend on each task and subtask, and compare it with your estimates and expectations. You can also use a budget tracking tool, such as QuickBooks, FreshBooks, or Wave, to monitor how much money you and your team spend on each task and subtask, and compare it with your budget and scope.

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4 Review and adjust

The fourth step to track your progress towards deadlines is to review and adjust your goals, tasks, and subtasks regularly. You should check your project management tool daily, weekly, or monthly, depending on the size and complexity of your project, and see if you are on track or behind schedule. You should also communicate with your team and your client frequently, and update them on your progress, achievements, challenges, or changes. If you encounter any issues or obstacles that might affect your deadlines, you should address them as soon as possible, and negotiate new deadlines or solutions with your team and your client.

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5 Celebrate and learn

The final step to track your progress towards deadlines is to celebrate and learn from your successes and failures. You should acknowledge and appreciate your own and your team's efforts and achievements, and reward yourselves for meeting or exceeding your deadlines. You should also solicit and provide feedback to your team and your client, and identify what went well and what can be improved for future projects. By celebrating and learning from your experience, you can improve your skills, confidence, and reputation as an account manager, and build stronger relationships with your team and your client.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What is the most effective way to track progress towards deadlines?

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5

6

1 Set SMART goals

2 Use a project management tool

3 Track your time and budget

4 Review and adjust

5 Celebrate and learn

6 Here’s what else to consider

Account Management

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What is the most effective way to track progress towards deadlines?

1

2

3

4

5

6

1 Set SMART goals

2 Use a project management tool

3 Track your time and budget

4 Review and adjust

5 Celebrate and learn

6 Here’s what else to consider

Account Management

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