Weekly Client Status Email Template
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