Project summary & account overview reports
If you work on larger client accounts with several stakeholders and manage several projects and/or larger team, it’s helpful to supply your client with an regular overview of the activities and status of each.
This can be done on a weekly or monthly basis depending on the pace and amount of activities. This does not only help the client but makes you look up-to-date and be of service as a Program Manager or Account Manager/Director that help the client manage the overview of different work-streams and assist in supporting the collaboration between the companies that you are responsible for uniting.
This is my framework which I adapt to fit the account I’m responsible for. I usually plot each initiative, project or open request in the actual order they are currently prioritized to be in a better position to supply an overview for everyone involved.
- Project name
- Status (work done, phase, economy/hours spend/budget – very short and brief)
- Current project challenges/risks/or similar/Any lose ends or dependencies (missing deliveries from other agencies)
- Important dates – meetings coming up or deadlines within the project
- If anything has happened on that particular project, list actionable steps made to rectify or prevent this for the future. (focus on action and improvements)
I also, personally like to sum up with the delivered projects, if applicable. With any invoicing information, when it can be expected, as then I have given heads up to the stakeholders that usually needs to go through some invoice-approval software etc.
This is something I send to everyone who is involved, weather they work client or agency side.
Image credit: I found this on Pinterest via Google Image search, no source or photographer was stated.