Turn reviewed project records into a concise client update.
The workbook separates the executive summary, work and milestone detail, decisions and next actions so the client can understand progress without receiving internal workspace data.
Built for: Project managers, PMCs and client-facing teams
Know what you are downloading.
The workbook contains more guidance and fields; this table shows the record’s practical shape.
| Topic | Current update | Owner | Next action |
|---|---|---|---|
| Electrical first-fix | 18 of 24 rooms completed | MEP lead | Complete remaining rooms |
| Lobby stone | Sample awaiting approval | Design manager | Client decision by 12 Aug |
Every column has a job.
Adapt the wording when needed, but keep the reporting boundary and responsibility clear.
Report boundary
Project, reporting period, prepared by and reviewed by.
Executive summary
The most important progress, risk and decision in plain language.
Work and milestones
Reviewed activity or milestone status with evidence.
Issues
Material impact, responsible owner and current action.
Client decisions
A clear request, required-by date and consequence of delay.
Next actions
Near-term plan, owner and dependency.
A simple operating sequence
Start with the clean sheet and keep the completed example as a reference.
- 1
Choose the audience
Confirm recipients and their approved information boundary.
- 2
Select reviewed records
Use confirmed progress and labelled evidence.
- 3
Make decisions visible
Separate requests from background narrative.
- 4
Review before sharing
Check facts, attachments, access and recipients.
Review the record
- Reporting period is explicit
- Progress and forecast are separated
- Evidence is labelled
- Internal information is excluded
- Client decisions have dates
- Final recipients are checked
Understand the method and the connected workflow.
Use only complete, live resources.
Clear answers before you download.
The file is editable, direct and deliberately limited to an operating starting point.
Is the workbook client-ready without changes?
It is a starting structure. Adapt the branding, reporting period and approved project fields, then review every statement and recipient.
Can the report include internal costs?
Only if the recipient is authorised and the project process requires it. The default structure keeps internal commercial detail out.
Does it replace contractual notices?
No. Use the notice and approval process required by the contract and your authorised project controls.