Project Progress Tracking & Client Updates Template

More consulting templates

Effective communication is crucial in consulting or professional services. This template helps you keep clients updated on project progress using Priority Matrix, enhancing transparency and trust.

By following the tasks outlined in this template, you can ensure that clients are informed and satisfied, leading to stronger relationships. The template covers everything from setting up Priority Matrix to regular updates and reviews.

Get this template on priority matrix

Project Progress Tracking & Client Updates for Priority Matrix

Project Progress Tracking & Client Updates in Priority Matrix

Enhance transparency and trust by keeping clients updated on project progress using Priority Matrix.

You can start using Project Progress Tracking & Client Updates or other Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent & Important

  • Add Project to Priority Matrix
    ☐ Input project details ☐ Assign tasks to team members ☐ Set deadlines for tasks
  • Set Up Priority Matrix
    ☐ Choose a suitable Priority Matrix template ☐ Customize the template to suit project needs ☐ Test the matrix functionality
  • Train Team on Priority Matrix
    ☐ Organize a training session ☐ Prepare training materials ☐ Conduct the training session

Important, Not Urgent

  • Bi-Weekly Client Update
    ☐ Prepare progress report ☐ Send report to client ☐ Address any client queries or concerns
  • Monthly Project Review
    ☐ Review overall project progress ☐ Identify areas for improvement ☐ Make necessary adjustments to the project plan
  • Weekly Project Progress Tracking
    ☐ Check task progress ☐ Update task status in Priority Matrix ☐ Identify any issues or delays

Urgent, Not Important

  • Client Meeting to Discuss Project Progress
    ☐ Schedule meeting ☐ Conduct meeting ☐ Address any client queries or concerns
  • Prepare for Client Meeting
    ☐ Prepare project progress report ☐ Practice presentation ☐ Prepare answers to potential questions
  • Team Meeting to Discuss Project Progress
    ☐ Schedule meeting ☐ Prepare meeting agenda ☐ Conduct meeting
  • Update Priority Matrix
    ☐ Update task statuses ☐ Add any new tasks ☐ Remove completed tasks

Not Urgent, Not Important

  • Archive Completed Projects
    ☐ Review completed projects ☐ Archive all project documents ☐ Remove project from active list in Priority Matrix
  • Update Project Plan
    ☐ Review current project plan ☐ Make necessary adjustments based on project progress ☐ Update project plan in Priority Matrix