Client Progress Report for Professional Services

# Client Progress Report - Professional Services

## Purpose
Send weekly or fortnightly to clients to maintain transparency, build trust, and proactively address concerns.

## When to Use
A professional client-facing report template showing project progress, milestones achieved, upcoming deliverables, and any risks or blockers.

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

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## Client Progress Report

**Client:** [Client Name]
**Project:** [Project Name]
**Report Period:** [Start Date] - [End Date]
**Prepared by:** [Your Name], [Your Role]
**Report #:** [X]

---

### Project Summary

| Item | Detail |
|------|--------|
| Project status | [On Track / At Risk / Delayed] |
| Overall completion | [X]% |
| Current phase | [Phase name] |
| Budget status | [On Track / Over / Under] |
| Next milestone | [Milestone name] - Due [Date] |

### Progress This Period

**Completed:**
- [Deliverable/task 1] - Completed [Date]
- [Deliverable/task 2] - Completed [Date]
- [Deliverable/task 3] - Completed [Date]

**In Progress:**
- [Deliverable/task 1] - [X]% complete - Expected completion: [Date]
- [Deliverable/task 2] - [X]% complete - Expected completion: [Date]

**Not Started (Scheduled for Next Period):**
- [Deliverable/task 1] - Scheduled start: [Date]
- [Deliverable/task 2] - Scheduled start: [Date]

### Milestone Tracker

| Milestone | Planned Date | Status | Notes |
|-----------|-------------|--------|-------|
| [Milestone 1] | [Date] | [Complete / On Track / Delayed] | [Any notes] |
| [Milestone 2] | [Date] | [Complete / On Track / Delayed] | [Any notes] |
| [Milestone 3] | [Date] | [Complete / On Track / Delayed] | [Any notes] |
| [Milestone 4] | [Date] | [Complete / On Track / Delayed] | [Any notes] |
| [Milestone 5] | [Date] | [Not Started] | [Any notes] |

### Hours & Budget

| Category | Budgeted | Used to Date | Remaining | % Used |
|----------|----------|-------------|-----------|--------|
| [Category 1, e.g. Strategy] | [X] hrs | [X] hrs | [X] hrs | [X]% |
| [Category 2, e.g. Design] | [X] hrs | [X] hrs | [X] hrs | [X]% |
| [Category 3, e.g. Development] | [X] hrs | [X] hrs | [X] hrs | [X]% |
| **Total** | **[X] hrs** | **[X] hrs** | **[X] hrs** | **[X]%** |

### Risks & Blockers

| Item | Description | Impact | Status | Action |
|------|-------------|--------|--------|--------|
| [Risk/Blocker 1] | [Description] | [High / Medium / Low] | [Open / Mitigated / Resolved] | [Action being taken] |
| [Risk/Blocker 2] | [Description] | [High / Medium / Low] | [Open / Mitigated / Resolved] | [Action being taken] |

### Decisions Required

| Decision | Context | Required By | Priority |
|----------|---------|-------------|----------|
| [Decision 1] | [Brief context for the decision] | [Date] | [High / Medium] |
| [Decision 2] | [Brief context for the decision] | [Date] | [High / Medium] |

### Plan for Next Period

| Activity | Owner | Target Date |
|----------|-------|-------------|
| [Activity 1] | [Name] | [Date] |
| [Activity 2] | [Name] | [Date] |
| [Activity 3] | [Name] | [Date] |

### Next Meeting

**Date:** [Date]
**Time:** [Time]
**Agenda items:** [Key topics to discuss]

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*Please review this report and raise any questions or concerns before our next meeting. We appreciate your ongoing collaboration.*

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**Complexity:** simple | **Setup time:** 15 minutes | **Tools:** Asana, Monday.com, Notion

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