Client Update Meeting Checklist
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Hold an internal discussion with key project personnel in advance of the meeting to identify progress as well as challenges to progress.
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Compare the actual status of the project against anticipated/scheduled progress of the project.
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Identify specific causes of any gap between actual and expected progress.
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Come up with possible solutions to those challenges internally, in advance of the meeting.
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Arrange an accurate, comprehensive means of recording the entire discussion.
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4 KEY POINTS FOR MEETING LEADERS
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Begin with a factual presentation of project progress and the identification of challenges to anticipated or scheduled progress
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Address any concerns you have about project budget and/or project scope
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Hold positive, proactive discussions to resolve challenges through accommodation, compromise and/or collaboration
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Conclude the meeting with a recap of the discussion and a clearly identified goal for the next scheduled goal for the next scheduled update