Printable reporting checklist

Client project report checklist.

Review the progress, dates, decisions, and agreed financial information your client needs.

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Report context

Set the audience and agreement boundary.

Record client, project, reporting period, issue date, and report owner.
Confirm recipients and confidentiality level.
Use the agreed outcome, milestone, and commercial language.
State the source-data cutoff date.

Executive summary

Explain the current position in plain language.

State overall health and the evidence behind it.
Summarize outcomes completed and value delivered.
State the most important next outcome and target date.
Highlight only decisions or assistance relevant to the client.

Plan and change

Show progress and material movement.

Compare current milestones with the agreed plan.
Describe approved scope or date changes.
State dependencies or inputs required from each party.
Avoid exposing unrelated internal allocation or personal information.

Time and commercial position

Include only agreed and authorized measures.

Report approved time, budget, retainer, milestone, or forecast measures as applicable.
Explain material variance and its commercial effect.
Separate pending change requests from approved work.
Confirm figures with the authorized financial owner.

Decisions and next period

End with accountable next actions.

List open client decisions with owner and due date.
List supplier actions and expected outcome.
Record material risks and agreed responses.
Confirm the next reporting date and communication owner.
Archive the issued version as the reporting record.

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