Client Update Project Dashboard Template

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Enhance client satisfaction by using a dedicated dashboard to keep clients updated on project progress. This template helps you design, develop, and deploy a project progress dashboard that ensures effective communication and expectation management with your clients.

Follow the step-by-step tasks to identify requirements, design the layout, develop and test the dashboard, and continuously improve it based on client feedback. This ensures your clients are always in the loop and confident in your project management.

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Client Update Project Dashboard for Priority Matrix

Client Update Project Dashboard in Priority Matrix

Keep your clients informed and manage their expectations with a comprehensive project progress dashboard.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Identify dashboard requirements
    ☐ Conduct a meeting with team members to identify the necessary requirements for the dashboard ☐ Document the requirements
  • Task 2: Design dashboard layout
    ☐ Create a visual design of the dashboard layout ☐ Get approval from the team and clients

High Impact, Long Term

  • Task 3: Develop dashboard
    ☐ Develop the dashboard based on the approved design ☐ Test the dashboard
  • Task 4: Collect project data
    ☐ Collect data related to the project ☐ Update the data in the dashboard

Low Impact, Quick Wins

  • Task 5: Test dashboard functionality
    ☐ Test the functionality of the dashboard ☐ Fix any bugs found during testing
  • Task 6: Train team on using the dashboard
    ☐ Train the team on how to use the dashboard ☐ Provide a manual for future reference

Low Priority / Etc.

  • Task 10: Continuously improve dashboard
    ☐ Continuously improve the dashboard based on feedback and requirements
  • Task 7: Deploy dashboard
    ☐ Deploy the dashboard ☐ Monitor the dashboard for any issues
  • Task 8: Get feedback from clients
    ☐ Get feedback from clients on the dashboard ☐ Make necessary changes based on feedback
  • Task 9: Regularly update dashboard
    ☐ Regularly update the dashboard with project progress ☐ Communicate updates to clients