How do you update your manager and clients on your team's progress?

1 Choose the right tools

Depending on the scope and complexity of your project, you may need different tools to track and share your progress. For example, you could use a project management software, such as Asana or Trello, to create tasks, assign responsibilities, and monitor deadlines. You could also use a collaboration platform, such as Slack or Teams, to chat with your team members, share files, and send updates. Finally, you could use a presentation software, such as PowerPoint or Google Slides, to create reports, charts, and graphs that summarize your achievements and challenges.

2 Set clear expectations

Before you start working on your project, you should discuss with your manager and clients how often and how much they want to be updated. For example, you could agree on a weekly or monthly email, a biweekly or quarterly meeting, or a daily or weekly status call. You should also clarify what kind of information they are interested in, such as milestones, deliverables, risks, issues, or feedback. By setting clear expectations, you can avoid misunderstandings, confusion, or frustration later on.

3 Be concise and relevant

When you update your manager and clients, you should focus on the key points that matter to them. You should avoid unnecessary details, technical jargon, or vague statements that could confuse or bore them. Instead, you should use clear and simple language, highlight your achievements and challenges, and provide evidence and examples to support your claims. You should also tailor your message to your audience, depending on their level of involvement, expertise, and interest in your project.

4 Be honest and transparent

When you update your manager and clients, you should be honest and transparent about your progress. You should not hide or exaggerate any problems, delays, or mistakes that you or your team encounter. Instead, you should acknowledge them, explain the causes and consequences, and propose solutions or actions to resolve them. You should also ask for help or feedback if you need it, and show appreciation and recognition for your team's efforts and contributions. By being honest and transparent, you can build trust and credibility with your manager and clients.

5 Be proactive and responsive

When you update your manager and clients, you should not wait for them to ask you for information or updates. Instead, you should be proactive and send them regular and timely updates, according to the agreed schedule and format. You should also be responsive and answer any questions or concerns they may have, as soon as possible. You should also follow up on any requests or feedback they give you, and let them know how you implemented them or what results you achieved. By being proactive and responsive, you can show your commitment and professionalism to your manager and clients.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?