“How is the project going?” When you hear this question from your boss, you don’t just give “It’s good” as an answer, do you? If you are working for a consultant company, you will provide detailed information about the progress of the project. To formalize the information that you have to provide, you will use a consultant status report.
In this article, we have gathered a set of samples that you can use as a reference to create a status report for the consultant project that you are working on. Aside from that, we have included other essential information in creating a well-detailed consultant status report.
What Is a Consultant Status Report?
According to BusinessDictionary, a status report is a document that includes a summary of the situation of a particular time frame. People from various sectors use this type of document to keep certain people, such as the clients, board members, and other relevant people in an organizational chart updated about the progress of a project. In a consultancy business, a consultant status report is a crucial document to maintain due to the nature of the consultants’ job, which is to help or assist a business in solving a problem and attaining its goals.
Parts of a Consultant Status Report
As part of the project management, your boss may require you to submit a monthly or weekly status report to track your progress. The document that you will send should contain segments, such as problems, development, and plans.
Problems, per se, focus on the current issues that you are experiencing with the project. The progress, on the other hand, is the things that you have done for the project so far. It is what you can consider as the happenings from the past. Lastly, you will include your plans for the project’s progress. This plan can be a corrective action plan, an action plan for increasing sales, or any action plan, which you think will create development for the project.
11+ Consultant Status Report Samples in PDF | DOC
If you are planning to develop a progress report for your consulting firm, you may need to use the following samples as your reference. Download these zipped documents in PDF or MS Word formats for free!
1. Consultant Work Status Report Sample
2. Consultant Status Report Sample
3. Consultant Status Report Template
4. Consultant Status Report Example
5. Consultant Status Report in PDF
6. Formal Consultant Status Report Sample
7. Basic Consultant Status Report Template
8. Consultant Project Activity Status Report
9. Monthly Consultant Status Report Sample
10. Consultant Project Status Report Template
11. Sample Consultant Status Report in PDF
12. Consultant Status Report in DOC
How to Create a Consultant Status Report
Follow the tips below for a better looking, more comprehensive, and more useful consultant status report.
Step 1: Make a Universal Report
Not all the status reports are part of monthly or annual deliverables. You may have to submit some of these crucial documents in a daily or weekly basis. Clients may also require you to submit status reports every hour. If that is the case, sending multiple reports with a different format to each recipient, the documents that you submit may be prone to errors. Thus, it is more efficient to create a single report that will suffice everyone’s needs. It may also need a proper strategizing to create a one-pager document, which all recipients can tolerate.
Step 2: Include a Summary
Not all business leaders will read the entire report that you submit. Others may call you to get an update about the progress of a project even after you have submitted a progress report. To save time, it is essential to write a summary of the reports you send. If you are sending data that include figures, you may also want to use spreadsheet tools, such as Microsoft Excel and Google Docs. These tools allow you to create a formula that will provide relevant calculations, such as total sales, etc. You can use colors to highlight the essential parts of the documents. You can also use graphs and charts for a more appealing data presentation.
Step 3: Focus on the Plan
We have mentioned the plan earlier as part of the status report that you are going to send. The thing is many consultants give more attention to the progress of the project. However, you must know that sending the team’s plan on the project is crucial to the project’s success. Additionally, it can promote the team members to become more accountable since it ensures that they don’t have the reason to say that they are not aware of the plan. And that is why you must take it as the most significant part of your project progress report.
Step 4: Make Reports Accessible
If the stakeholders cannot access consultant status reports on the time they need it, these reports are going to waste. As a project manager, you should come up with a communication management plan that will ensure that the recipients of your status report can easily access the document. If the business allows, you can upload the information in the cloud for easier access. Aside from that, we would like to recommend creating your emails in a way that the recipients can easily retrieve from the countless emails that they are receiving from several senders. One way to do it is to make a suggestive email subject.
With the information that we have discussed in this article, you must have realized the importance of a status report on a consultant firm. You should also know how to make your status reporting more efficient. Now, use this knowledge and create your own consultant status report. You can also expand your understanding of writing other reports that you may have to use by reading our article about consultant report samples.
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