Browse Bonsai's Proposal Templates
500+ templates
Eisenhower Matrix Template
Eisenhower Matrix Template

Bonsai has helped create 1,023,928 documents and counting.

Trusted by thousands of agencies and consulting firms
4.8/5 on Capterra
4.8/5 on G2
Successful agencies, consulting and professional services firms rely on Bonsai every day to run their business.

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

Now, manage your work more effectively with the Eisenhower Decision Matrix! Interestingly, it is a renowned task management tool that helps you prioritize tasks based on their importance and urgency. 

Typically, this powerful tool enhances productivity and efficiency using a four-quadrant matrix. It’s just astounding how this provides a visual representation of the task prioritization process! 

The noticeable thing about the Eisenhower matrix is it is a key component in strategic decision-making. 

Introduction to the Eisenhower Matrix

It is widely recognized that the ‘Eisenhower Decision Matrix’ is also known as the ‘Four-quadrant Matrix.’ What’s noticeable is it is a highly effective task management tool designed to increase productivity and efficiency. 

Moreover, it is based on the principles of strategic decision-making. The cool thing about this Matrix is it provides a predefined workflow. 

Understanding the Eisenhower Matrix

One thing is for sure: The four-quadrant matrix guides individuals and organizations in project prioritization by helping to organize tasks based on their importance and urgency. 

Consequently, the notable thing about this task prioritization process is it assists in increasing productivity and efficiency by defining a predefined workflow. 

The fascinating thing is that it helps to differentiate between tasks on the following basis:

  1. Tasks that need immediate attention
  2. Work that should be planned for later
  3. Tasks that can be delegated 
  4. Work that can be eliminated

The Importance of prioritization in task management

The cool thing about the four-quadrant matrix is it increases productivity and efficiency.

Definitely, tools such as the Eisenhower Decision Matrix can be particularly helpful for this aspect of task management. 

It is commonly accepted that this prioritization methodology helps streamline the task prioritization process. What’s more, together with a predefined workflow, this approach can significantly enhance overall management of tasks. 

Breaking down the Eisenhower Matrix

The amazing thing about the four-quadrant matrix is it helps to prioritize tasks based on their importance and urgency. 

One thing is proven: By sorting out the importance and urgency of each task; this matrix allows for better project prioritization that leads to prioritization of tasks.

Urgent and important (Quadrant 1)

The noticeable thing is this matrix has been named after the 34th President of the United States. 

Commonly, Quadrant 1 represents tasks that are both urgent and important. 

It's crucial to realize that tasks in Quadrant 1 require immediate attention as they are paramount for project prioritization. Evidently, tasks falling in this category typically directly impact efficiency. 

What's obvious is balancing importance and urgency during the task prioritization process is key for sound decision-making and effectively organizing the work. 

The obvious thing is addressing Quadrant 1 tasks first is crucial to attain desired outcomes along with meeting deadlines efficiently.

Important, not urgent (Quadrant 2)

It's significant to note that in the 'Important, Not Urgent (Quadrant 2)', tasks are significant for project prioritization however can be tackled later. The great thing about this quadrant is it helps to break down the prioritization of the task process. 

It’s fascinating how using this prioritization methodology, one can increase productivity through effective task prioritization! 

Here, tasks that are necessary but not immediate are placed to ensure they receive due attention at the right time. 

Urgent, not important (Quadrant 3)

What’s notable is in Quadrant 3, tasks are deemed urgent but not important. 

The noticeable thing is these are often distractions that must be managed appropriately to increase potency along with efficiency. 

The following things are typically found in this quadrant:

  • Frequent interruptions
  • Taking on other people's responsibilities
  • Habitual tasks that are usually mindless

The worrying thing about these is they can disrupt the task prioritization process. 

Not Urgent, not important (Quadrant 4)

It's obvious that this Matrix defines 'not urgent, not important' tasks as those in Quadrant 4. 

Consequently, this quadrant includes aspects of work that don't contribute to your productivity as well as efficiency. 

It's evident that these tasks usually end up being part of your predefined workflow. What’s notable is things like scrolling through social media or excessive emailing fall into this category. 

Since these tasks don't help in project prioritization, generally, it's beneficial to organize your tasks based on this prioritization methodology. 

Inarguably, allocating less effort and time to Quadrant 4 tasks allows you to increase productivity by focusing more of the tasks that fall into the other, more crucial quadrants of importance. 

How to use the Eisenhower Matrix

To use the four-quadrant matrix, start by creating a four-quadrant matrix and categorize your tasks based on importance and urgency. It's indisputable that this prioritization methodology will help to clearly visualize which tasks require immediate attention (urgent and important), delegated (urgent but not important), etc. 

Step-by-step guide to filling out your Matrix

It's well known that you can start by listing all your tasks in the four-quadrant matrix. 

Interestingly, the remarkable thing is each quadrant signifies a strategic process of decision-making for the prioritization of the tasks. 

There is no denying that using this prioritization methodology is an efficient way to organize your tasks.

With this predefined workflow, it’s astounding how your decision-making for task prioritization becomes more streamlined!

Common mistakes to avoid

Don’t forget that one common mistake to avoid is misusing the Eisenhower Decision Matrix by not correctly distinguishing between the importance and urgency of tasks. The worrying thing about this is it could lead to flawed strategic decision-making. 

Another error is neglecting project prioritization, causing issues in the four-quadrant matrix structure. The sad thing is it reduces productivity and effectiveness. 

The failure to implement a priority methodology could disrupt the following things:-

  • Task prioritization process 
  • Predefined workflow
  • Organization of tasks

The worst thing is it could decrease productivity.

Free Eisenhower Matrix templates

It is important to note that you can improve your strategic decision-making with free “Eisenhower Matrix templates” — a highly effective task management tool for prioritizing tasks on the basis of importance and urgency. 

One thing is for sure: This Decision Matrix aids in identifying the right prioritization methodology that helps to increase potency in the task prioritization process. 

Typically, by streamlining your tasks into a predefined workflow, the best thing about this intuitive system is it allows you to organize your tasks effectively.

Printable PDF Eisenhower Matrix template

Predictably, this strategic decision-making model has found wide acceptance in project prioritization. This is because of its capacity to contribute to productivity together with efficiency. 

It is imperative to note that an accessible form of this model is the Printable PDF Eisenhower Matrix Template. 

Google Sheets Eisenhower Matrix template

It is evident that the Google Sheets Eisenhower Matrix Template is an empowering task management tool that assists in strategic decision-making. 

Plus, this Matrix enhances potency as it provides a clear prioritization methodology. 

Impressively, with this tool, the organization of tasks becomes like a walk in the park! 

It’s staggering how this tool is super beneficial for those keen to better manage their time and tasks! 

Excel Eisenhower Matrix template

Usually, this Excel template presents tasks in a four-quadrant matrix. The remarkable thing about this is it aids in increasing productivity by organizing your tasks based on their importance and urgency. 

It’s an undeniable truth that implementing this task management tool in Excel fits seamlessly into any workflow. What’s fascinating is it aids in the task prioritization process too! 

Integrating the Eisenhower Matrix into project management tools

It's crucial to realize that integrating this Matrix into your task management tool can bring a significant improvement in productivity and efficiency. With this prioritization methodology, undoubtedly, you can organize your tasks which simplifies the task prioritization process. 

Using the Eisenhower Matrix with Bonsai

Bonsai is a comprehensive business management software that offers a suite of tools for project management, client management, and financial management.

The Eisenhower Matrix, a strategic tool for prioritizing tasks, is effectively utilized within Bonsai to enhance decision-making and productivity. By categorizing tasks into four quadrants urgent and important, important but not urgent, urgent but not important, and neither. Bonsai users can focus on high-impact activities while managing less critical tasks.

Link to Project Management

Using the Eisenhower Matrix with Trello

The amazing thing about this Decision Matrix is it can be integrated with Trello – a widely used task management tool. 

What’s remarkable is it provides a robust strategic decision-making framework for effective project prioritization. 

One thing is clear: The prioritization methodology of this Matrix leverages Trello’s user-friendly interface to help you organize your tasks for increased productivity. 

Applying the Eisenhower Matrix in Asana

It is generally agreed that the four quadrant Matrix can be utilized as a task management tool in Asana to prioritize tasks effectively. 

Interestingly, it is imperative to note that inculcating the predefined workflow of the Eisenhower matrix into Asana can improve the following things:-

  1. Project prioritization process 
  2. Prioritization of the task

The best thing about this is facilitating greater decision-making. Therefore, integrating this tool into your daily workflow can significantly enhance task management.

Implementing the Eisenhower Matrix in Monday.com

There is no doubt that applying this Decision Matrix on Monday.com is an effective way to utilize the platform as a task management tool. 

Notably, this prioritization methodology follows a predefined workflow that allows users to organize tasks efficiently. 

By applying this Matrix on Monday.com, it's crucial to be aware that teams are better equipped for decision-making.

Conclusion: maximizing productivity with the Eisenhower Matrix

One thing is proven: The Eisenhower Decision Matrix is a highly efficient task management tool created to prioritize tasks based on importance and urgency. 

What’s remarkable is the implementation of this task management tool not only helps to organize your tasks but also ensures efficiency as well as potency by focusing on what matters the most.

One thing is for certain: To enhance productivity and efficiency in your personal or team projects, please consider leveraging the Four Quadrant Matrix.

It's a well-established fact that a good task management tool will reliably embody this prioritization methodology, facilitating the task prioritization process.

It is beneficial to remember that integrating such a tool into your daily schedule not only helps organize your activities but also increases productivity.

Frequently Asked Questions
Questions about this template.

Template preview

Eisenhower Matrix Template

First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.