Skip to main content

Monthly Report Template

Template for monthly client progress reports.

Monthly Progress Report​

Client: [Company Name]
Project: [Project Name]
Report Period: [Month Year]
Prepared By: [Your Name]
Date: [Date]

Executive Summary​

[Brief overview of the month's progress, key achievements, and status]

Overall Status: 🟢 On Track / 🟡 At Risk / 🔴 Delayed

Key Achievements This Month​

✅ [Achievement 1]
✅ [Achievement 2]
✅ [Achievement 3]
✅ [Achievement 4]

Progress by Phase​

Phase 1: [Phase Name]​

Status: [Complete / In Progress / Not Started]
Progress: [X]%

Completed:

  • [Task 1]
  • [Task 2]

In Progress:

  • [Task 3] - [X]% complete
  • [Task 4] - [X]% complete

Metrics & KPIs​

MetricTargetActualStatus
[Metric 1][Target][Actual]✅/🟡/🔴
[Metric 2][Target][Actual]✅/🟡/🔴
[Metric 3][Target][Actual]✅/🟡/🔴

Timeline Status​

Original Completion Date: [Date]
Current Projected Date: [Date]
Variance: [X days ahead/behind]

Upcoming Milestones:

  • [Milestone 1] - [Date]
  • [Milestone 2] - [Date]

Budget Status​

Total Budget: ₹[Amount]
Spent to Date: ₹[Amount] ([X]%)
Remaining: ₹[Amount] ([X]%)
Projected Final Cost: ₹[Amount]

Status: ✅ On Budget / 🟡 Watch / 🔴 Over Budget

Issues & Risks​

Current Issues​

IssueImpactStatusResolution
[Issue 1][High/Med/Low][Open/Resolved][Plan]

Identified Risks​

RiskProbabilityImpactMitigation
[Risk 1][H/M/L][H/M/L][Strategy]

Next Month's Focus​

Priorities:

  1. [Priority 1]
  2. [Priority 2]
  3. [Priority 3]

Planned Activities:

  • [Activity 1]
  • [Activity 2]
  • [Activity 3]

Action Items​

From Client:

  • [Action 1] - Due: [Date]
  • [Action 2] - Due: [Date]

From ARUKZ:

  • [Action 1] - Due: [Date]
  • [Action 2] - Due: [Date]

Appendix​

Detailed Metrics​

[Charts, graphs, detailed data]

Screenshots/Visuals​

[Relevant screenshots or visuals]

Questions or Concerns?
Contact: [Name] - [Email] - [Phone]

Next Report: [Date]