Client Project Tracking and Communication Template

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Keep your clients informed and satisfied by effectively tracking project progress and sharing timely updates. This template guides you through setting up a project tracking system, creating a communication plan, and preparing regular updates.

By following these steps, you can build trust with your clients, manage their expectations, and ensure a smooth project flow from start to finish.

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Client Project Tracking and Communication for Priority Matrix

Client Project Tracking and Communication in Priority Matrix

Track project progress and share updates with clients to manage expectations and ensure satisfaction.

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Proposed Tasks

High Impact, Immediate Action

  • Create Client Communication Plan
    ☐ Determine frequency and method of updates ☐ Identify key project milestones for updates ☐ Prepare a template for updates
  • Establish Project Tracking System
    ☐ Choose a project management tool ☐ Set up the project in the tool ☐ Train team on how to use the tool

High Impact, Scheduled Tasks

  • Assign Project Tasks to Team Members
    ☐ Break down project into tasks ☐ Assign tasks to team members ☐ Set deadlines for tasks
  • Prepare First Client Update
    ☐ Collect progress information from team members ☐ Prepare update using template ☐ Send update to client

Low Impact, Immediate Action

  • Prepare Second Client Update
    ☐ Collect progress information from team members ☐ Prepare update using template ☐ Send update to client
  • Review Project Progress
    ☐ Check progress of tasks in project management tool ☐ Address any issues or delays ☐ Adjust project plan if necessary

Low Impact, Scheduled Tasks

  • Complete Project
    ☐ Ensure all tasks are completed ☐ Review final project deliverables ☐ Close project in project management tool
  • Prepare Final Client Update
    ☐ Summarize project achievements ☐ Prepare final update using template ☐ Send final update to client