Weekly Client Status Email Template

12/08/20171 Min Read — In Career, Office, Project Management

I've been immersed in client services lately and wanted to share a very simple yet handy template. For every client project you have in flight, you should be sending a weekly checkin email about it. These can be a light or heavy as they need to be. The one below is more of a take-what-you-want-and-leave-the-rest style but it's a pretty solid start. It's formatted for Markdown so you can nice shiny branded emails.

### Summary
#### Last week wrap up
- Tasks
- Deliverables
- Meetings
- Communications
- Decisions
- etc.
#### This week's plan/progress
- Tasks
- Deliverables
- Meetings
- Communications
- Decisions
- etc.
#### Game plan for next week
- Tasks
- Deliverables
- Meetings
- Communications
- Decisions
- etc.
### Overall Project Timeline Completion Status – 00% complete
- Phase, Milestone, or Task: 00% complete
- Phase, Milestone, or Task: 00% complete
### Overall Hours Budget Spent
- 00% spent
- 00% remaining
### Upcoming Tasks and Milestones
**Task/Milestone - Target Date - Detail**
- Task #1
- Task #2
- Task #3
### Action Items
**Action item - Owner - Due Date - Notes**
- AI #1
- AI #2
- AI #3
### Project Risks, Issues, and Mitigation Plans
**Project issue Risk - Mitigation - Notes**
- Risk #1
- Risk #2
- Risk #3