Client Update Meeting Checklist

Hold an internal discussion with key project personnel in advance of the meeting to identify progress as well as challenges to progress.

Compare the actual status of the project against anticipated/scheduled progress of the project.

Identify specific causes of any gap between actual and expected progress.

Come up with possible solutions to those challenges internally, in advance of the meeting.

Arrange an accurate, comprehensive means of recording the entire discussion.

Begin with a factual presentation of project progress and the identification of challenges to anticipated or scheduled progress

Address any concerns you have about project budget and/or project scope

Hold positive, proactive discussions to resolve challenges through accommodation, compromise and/or collaboration

Conclude the meeting with a recap of the discussion and a clearly identified goal for the next scheduled goal for the next scheduled update