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13 Progress Report Templates To Always Keep on Hand

2023-03-16 15:20| 来源: 网络整理| 查看: 265

12 Progress Report Templates To Always Keep on Hand

Considering that 70% of projects fail, you need to up your project management skills. That includes updating stakeholders regarding the project assigned to you and your team.

Using a progress report template gives your brand an edge when creating presentable progress reports.

But here’s the big problem:

Creating progress reports can be time-consuming. It can take a while to collect and organize data into a deck that the higher-ups will easily understand.

Fortunately, this post discusses how to use a progress report template to your advantage. It also shows you 12 progress report templates you can set up yourself using Visme.

Finally, it shares tips on how to develop and flesh out your progress report using templates. This way, you can communicate your project status and make everything transparent to stakeholders.

But before we jump into the templates, let’s define what a progress report is, and we’ll take it from there.

 

Table of Contents What Is a Progress Report? 13 Progress Report Templates to Use Best Practices for Handling Progress Reports

 

What Is a Progress Report?

A project progress report allows you to present the status of a project. Like any project management tool, it can finetune the way you work on a project.

The progress report’s main objective is to make information transparent and visible. As a result, it breeds trust between you, your team and your clients.

And when trust is in the picture, you can expect a 50% increase in productivity. Those involved will also experience less stress, more energy, better engagement and satisfaction.

Here are other benefits of creating a progress report:

Achieve success faster - Want to increase your success rate by 95%? Then, let a report serve as your accountability partner. If you detail it with everything essential about a project’s progress, it can set you up for success. Encourage interactivity and effective communication - Communication is vital. If you create progress reports constantly, you can rely on constant discussions between the parties involved. The more interaction and communication, the better. Improve project review - A progress report lets you clarify objects and goals and address any issues you encounter. It’s also how you can discuss what’s wrong and what you can do for improvement.

 

Key Elements of a Progress Report

There is no such thing as a one-size-fits-all progress report format. However, a typical progress report should help you describe a project’s progress. It should share information about the amount of work lined up, in the current queue and already completed.

And to help you relay this information in your report, it needs to have the right elements. This enables you to report to serve a clear purpose and deliver the right impact.

That said, below are the elements you need to know about:

Introduction - It includes a project’s description and what the report is about. Its goal is to summarize your report and make the audiences understand its content. Scope of the project - This is where you list the objectives, direction, mission, vision and limitations of the project. Project blocks or challenges - You can find the project's challenges here. Should there be delays, the progress report should communicate them. Task to be completed - It details the tasks you’re about to do and the goals you’re about to achieve. And because the report is a presentation of your progress, it should also include the tasks and goals you've completed. Project dates (start, current and end date) - It’s an organized list of the specific dates of when you’ll attend to a project. Overview or conclusion - Your progress report must contain an outline or summary of all the information discussed in the previous sections. It should also highlight all the solutions and accomplishments. Hey marketers! Need to create scroll-stopping visual content fast? Transform your visual content with Visme’s easy-to-use content creation platformProduce beautiful, effective marketing content quickly even without an extensive design skillsetInspire your sales team to create their own content with branded templates for easy customization

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13 Progress Report Templates to Use

Are you in a hurry to create a professional progress report? Then, sign up for a Visme account. We have a host of progress report templates for you to choose from.

This way, you don’t have to start from scratch. Just edit them using our platform’s design features to create your report in minutes.

Without further ado, below are examples of progress reports you’ll find in Visme:

1. Sales Progress Report Template

Share information about your company’s sales performance with this captivating project report sample. It captures details such as sales targets, tasks accomplished and the ones not accomplished, issues faced and recommendations.

With this template, you can update your clients about your sales and present actionable recommendations on maintaining (or boosting) team performance.

Customize this template and make it your own! Edit and Download 2. Marketing Progress Report Template

Elevate the performance of your marketing team with this eye-catching progress report template. The bright text color placed on the dark green background promotes a rich visual contrast, making key information stand out.

Notice how this progress reports format uses shapes, progress bars, charts and tables to effectively present data. Visme has thousands of visual aids to help make your information beautiful

Customize this template and make it your own! Edit and Download 3. Daily Progress Report Template

Use this progress report example to keep track of your daily performance. You can also use it as the basis for improving your performance the next day.

Customize this template and make it your own! Edit and Download 4. Weekly Progress Report Template

This weekly progress report template can help you stay on top of your weekly goals. Edit this progress report sample to capture your own information so clients understand your performance for the week.

Construction Weekly Progress Report Customize this template and make it your own! Edit and Download 5. Monthly Progress Report Template

Sum up your team’s monthly progress with this template. List down the significant milestones you have accomplished.

Customize this template and make it your own! Edit and Download 6. Team Progress Report Template

Evaluate the activities and performance of different teams using this progress report example . With this template, you can also show clients that the team is up to speed and each member is hitting their goals.

Customize this template and make it your own! Edit and Download 7. Client Progress Report Template

Strengthen your professional relationship with your clients. Update them on a project’s status and other essential details.

Customize this template and make it your own! Edit and Download 8. Training Progress Report

Training employees can be challenging. But, it won’t be the case if you create an easy-to-understand report and even walk them through processes.

Customize this template and make it your own! Edit and Download 9. Product Development Progress Report

Use this template to present a product development progress report. It can help you showcase the features of how the process is going. You can also get creative and show a finished version of a product.

Customize this template and make it your own! Edit and Download 10. Software Development Progress Report Template

Allow clients to understand all the processes involved in software development. Ease their minds and present the significant details.

Customize this template and make it your own! Edit and Download 11. Contractor Progress Report Template

Design an attractive contractor progress report to communicate ideas better. Report the project status, project scope, resource allocation and other important information.

There’s no limit to what you can achieve with Visme. Feel free to tweak this work progress report template for other unique purposes, such as checking in on the performance of each department involved in a project. Also, you can leave feedback for team members and invite them to respond to comments and more.

Customize this template and make it your own! Edit and Download 12. Business Progress Report Template

Here’s a standout template, among other progress report examples. You can use it to update clients about the project and business.

This business report template also works for tracking the progress of work across teams of all sizes. Make sure to feature hard-to-miss details and discuss how to strengthen business performance.

Customize this template and make it your own! Edit and Download 13. End-of-Day Progress Report Template

Wrap up your day with this progress report example. Jot down the essential details and refer to them to see how you can improve your performance.

Customize this template and make it your own! Edit and Download

 

Best Practices for Handling Progress Reports

Project progress reports should be handled carefully. If you go at it with utter recklessness, it will only lead to massive misunderstandings that might delay and jeopardize the overall progress and quality of the project.

Below are discussions about the best ways to handle progress reports.

1. Don’t Assume, Communication is Key

According to a study, 77% of people don’t trust the data presented to them — unless they verify it beforehand. It’s not surprising, considering how people can sometimes present assumptions, implications, and predispositions.

What is the best way to address concerns with possible false data? Communicate with the direct source.

Opening the lines of communication does at least two vital things. One, it acknowledges if the data holds truth. Two, it encourages people to follow up on other essential details about the data.

Here are tips that can help you with this:

Clarify - Use a clear and friendly tone and avoid vagueness. As you get your point across, remember to use simple and understandable words. Plus, if someone has questions, address them. Review analytics - See who viewed and completed your report. Then, easily share and publish it for every team member to access the same data. Get everyone on the same page - Collaborate with your team and SMEs, especially if you’re working on a massive project that involves multiple departments. It will be challenging — if not impossible — to complete tasks without harmony.

Regarding collaboration, Visme enables your team to work on the progress report together. From your account, invite team members to your design project created on the platform.

From here, ask collaborators to enter the information they’re monitoring for your report in the document. By getting everybody to contribute to the presentation, you can finish the report ahead of time and clearly relay the message to clients.

 how to add team members to a design project in Visme

The great thing about this feature is that people invited to the design project can work on the presentation simultaneously and anywhere. This allows your team to finish the presentation ahead of time.

2. Use Data to Measure Progress

Well-analyzed data is essential. Without the correct data, you won’t know what’s happening. You also won’t get to look into the strengths and weaknesses of a project, identify exploitable opportunities, and more.

But while data analytics is invaluable to the success of a project, it’s a double-edged sword. It can work for you or against you.

If you don’t interpret data correctly, the use of data on a progress report can go to waste. And as an extension, the progress report itself won’t be helpful to your client or you.

Here are tips that can help you with this:

Show relevance - Ensure the information you share is relevant. Use Visme’s Brand Wizard to add your brand’s logo, fonts, and colors to your report. Focus on goals - Prioritize the data you include and focus on data that can help to communicate the accomplishment of project goals. If not, you may feature less important data that can decrease the quality of your progress report. Make the information visually appealing - Some people understand things better through visual aids. So, add icons, stock photos, and videos. Include charts, graphs, maps, widgets and others.

To help you flesh out your data in a compelling way, use Visme’s data visualization features.

They let you turn numbers and statistics into graphs, tables and charts. These widgets help your audience process the information much easier, resulting in a more presentable progress report.

From your Visme account, you can drag and drop data visualization widgets onto the project and input the data straight from there.

Next, design the widget to achieve a uniform look and feel that matches your presentation.

3. Highlight and Tackle Problems

Problems result in worse or even more problems. And while their onset can be unavoidable, it doesn’t mean you should just let them go unsolved. If you do, these problems will snowball into something you can’t handle anymore.

Thankfully, a project progress report allows you to address these problems from the start.

While it can be unsettling to talk to clients about product issues, do it anyway. Discuss those problems, why they can cause setbacks, and why you must prepare for them.

Here are tips that can help you with this:

Generate practical solutions - Get to the bottom of your problem. You can use the root-cause analysis method to acknowledge how the problem began. Then, you can consider solutions to help you eliminate the root cause. Use proven problem-solving methods - Point out definite ways to solve problems. Take advice from clients who encountered the same issues before. Better yet, refer to the techniques of highly effective leaders. Cite problems in an interactive report - Add GIFs, animated stickers, and more to grab the attention of your audience. The idea is to raise engagement and encourage them to focus on your report.

Like data visualization, Visme lets you drag and drop media files onto the project to give it a personal touch.

You can choose from its selection of animations and GIFs to add to your project or upload a file from your local file.

Just make sure that the media files you will feature here align with the tone and voice of the progress report. You don’t want to alienate your audience by placing a GIF they don’t understand.

RELATED: How to Write an Expert Business Consulting Report: Best Practices & Templates 4. Always Update Your Progress Report

Let your progress report reflect up-to-date data. Not only does it make your project progress report more professional and respectable. But it also leads to more time savings and better efficiency.

Besides, featuring outdated data defeats the purpose of a progress report. A progress report should help you relay information about a project’s progress — if a project is going smoothly or if there are any problems.

Now, imagine how you can pull it off with outdated data.

Here are tips to help you with this:

Validate information - Review every fact you feature. If you cite details from external sources, revisit these sources and ensure they’re authoritative. Be sure to remove them if they’re not. Simplify your message - Reword terms as necessary. The goal is to make the information understandable for your audience. Duplicate your reports if you’re sending them regularly. Let’s say you’re working with a client requesting weekly progress reports. The reports will be identical—only the information will differ for each report. In this case, create report updates easily by duplicating the project and use Visme’s Dynamic Fields to easily update information throughout your projects how to duplicate the report in Visme

This way, you don’t overwrite your previous report and create a new one while keeping the same design layout.

Looking to create a stand-out visual report? Choose from professionally designed templatesCreatively visualize stats and figuresCustomize everything to fit your brand image

Sign up. It’s free.

Looking to create a spanstand-out visual report/span?

 

Create Your Next Progress Report Using Visme

Inarguably, a project progress report is important. It enables you to track your project’s progress, realize its strengths and weaknesses, gain insights for improvement and more.

Besides, without a project progress report, clients will be left hanging — without knowing how their project is going.

But, while important, some people may set aside the need to make a progress report. That’s because making a progress report is no easy feat.

Fortunately, that won’t have to be the case anymore. Now, you can turn to Visme.

Visme is an online design and layout tool that can help you create your project progress report. It can also help you make presentations, documentation, digital content, etc.

In Visme’s library, you’ll find tons of premade templates, elements, and designs to choose from that will make your progress report pristine, neat and presentable.

With the tool, you can rest assured that your product will always be clear, clean and aesthetically pleasing.

So what’s holding you back?

Sign up to use Visme, choose a project progress report template, and create your next progress report fast and easily!

 

 

 



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