Project Update Email for Financial Services

# Project Update Email - Financial Services

## Purpose
Send weekly or fortnightly during active projects to keep clients informed and maintain transparency.

## When to Use
A structured project status update email with sections for progress, upcoming milestones, blockers, and action items required from the client.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Asana or Monday.com)

---

Subject: Project Update - [Project Name] - Week of [Date]

Hi [Client Name],

Here is your [weekly/fortnightly] update on [Project Name]. We want to keep you fully informed on progress and flag anything that needs your attention.

---

**OVERALL STATUS: [On Track / At Risk / Delayed]**

**Progress this period:**
- [Completed Item 1, e.g. "Finalised wireframes for all five pages"]
- [Completed Item 2, e.g. "Integrated payment gateway with test transactions confirmed"]
- [Completed Item 3, e.g. "Completed first round of user testing with 8 participants"]

**Percentage complete:** [X]% of total scope

---

**UPCOMING MILESTONES**

| Milestone | Target Date | Status |
|-----------|-------------|--------|
| [Milestone 1] | [Date] | [On Track / At Risk] |
| [Milestone 2] | [Date] | [On Track / At Risk] |
| [Milestone 3] | [Date] | [On Track / At Risk] |

---

**BLOCKERS OR RISKS**

- [Blocker 1, e.g. "Awaiting brand assets from your design team - needed by [Date] to stay on schedule"]
- [Blocker 2, e.g. "Third-party API documentation is incomplete - our team is working around this"]

---

**ACTION ITEMS FOR YOU**

- [ ] [Action 1, e.g. "Review and approve the homepage design by [Date]"]
- [ ] [Action 2, e.g. "Provide final copy for the About page"]
- [ ] [Action 3, e.g. "Confirm preferred go-live date"]

---

If you have any questions or want to discuss anything in more detail, I am available for a quick call. Otherwise, our next update will land in your inbox on [Next Update Date].

Kind regards,

[Your Name]
[Your Title]
[Company Name]

---

**Complexity:** intermediate | **Setup time:** 10 minutes | **Tools:** Asana, Monday.com, ClickUp

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.