Client Progress Update Project Template

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Build trust and maintain healthy client relationships with regular project progress updates using our Client Progress Update template. This template leverages Priority Matrix to streamline communication, ensuring clients are always in the loop.

From setting up your Priority Matrix account to conducting mid-project reviews, follow these steps to manage client expectations effectively and address feedback promptly.

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Client Progress Update Project for Priority Matrix

Client Progress Update Project in Priority Matrix

Keep clients updated on project progress and manage expectations with structured updates.

You can start using Client Progress Update Project or other Businessdevelopment Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Not Immediate & Not Important

  • Task 1: Set up Priority Matrix Account (due in 1 day)
    ☐ Create an account on Priority Matrix ☐ Understand the features and functionalities
  • Task 2: Identify Projects for Tracking (due in 2 days)
    ☐ List all ongoing projects with clients ☐ Identify key milestones and deliverables for each project
  • Task 3: Create Project Templates in Priority Matrix (due in 3 days)
    ☐ Create templates for each project in Priority Matrix ☐ Customize the templates as per project requirements
  • Task 4: Assign Tasks to Team Members (due in 1 week)
    ☐ Assign tasks to team members based on their roles and responsibilities in the project ☐ Set deadlines for each task
  • Task 5: Share Project Templates with Clients (due in 1 week)
    ☐ Share the project templates with clients ☐ Explain how to use Priority Matrix to track project progress
  • Task 6: Weekly Progress Update (due in 2 weeks)
    ☐ Update project progress in Priority Matrix ☐ Share progress update with clients
  • Task 7: Address Client Feedback (due in 3 weeks)
    ☐ Collect client feedback on project progress ☐ Address any concerns or issues raised by the client
  • Task 8: Monthly Review Meeting (due in 1 month)
    ☐ Conduct a monthly review meeting with clients ☐ Discuss project progress and plan for next month
  • Task 9: Update Project Templates (due in 5 weeks)
    ☐ Update project templates based on project progress and client feedback ☐ Share updated templates with clients
  • Task 10: Mid-Project Review (due in 2 months)
    ☐ Conduct a mid-project review with clients ☐ Discuss project progress and make any necessary adjustments