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A status report might seem like a chore, but it can be a great opportunity to communicate about a project with management. In order to keep everyone in the loop, it’s really important to make sure you present everything clearly. Put the most important information in a summary at the start of the report. Provide specific details about the project's budget and timeline, then describe accomplishments and challenges. Keep your writing clear and concise. Your manager will appreciate an organized report that is brief, but informative.

1

Gather budget and scheduling information.

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  1. [1] Your manager wants to know that the project will be completed on time, and ideally under budget.[2]
    • The overall information for the project will likely be broad. Find out what smaller things must be done to achieve the ultimate goal. For example, if your goal is to produce 1,000 T-shirts and your budget is $500, you need to know what materials are needed to produce the shirts and whether they are already on hand or must be ordered.
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2

Break down large goals into smaller ones.

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3

List major accomplishments.

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  1. The purpose of a status report is to let your manager know quickly what is working and what isn't. Include as many specific details as possible.[4]
    • If you're working on a team, talk to other team members about what's going well with the project. Include as many names in your report as possible.
    • Use specific numbers where you can, as opposed to generalities.
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5

Identify key milestones and projections.

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  1. Through the lifetime of the project, smaller goals represent milestones that must be achieved by a certain point to keep the project on track. [7]
    • For example, suppose you produced 250 shirts in 28 days. You might predict that the next 250 shirts will be completed in 28 days from the date of the status report.
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7

Ask if there's a template you should use.

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  1. If your company has one, using it can help you keep your report organized and ensure all the necessary information is included.[9]
    • If there's not a specific template, there may be one you can use in your word processing app. You can also find sample templates online by searching for "status report template." Make sure any template you download will actually work for your project. You may want to let a supervisor look at it first.
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8

Start with a clear heading.

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  1. Check if your company has a specific format for status report titles.The title or heading of your report should state the name of the project or work you're reporting on, and the dates the report covers. If you'll be responsible for several reports, they should all be titled in the same format[10] .
    • For example, your heading might be "August 2018 Parker Shipment Status." A report for the next month would be "September 2018 Parker Shipment Status."
9

Write an executive summary on the first page.

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  1. The executive summary provides the most important information up front so your manager knows the status of your project at a glance.[11]
    • For example, the executive summary for "August 2018 Parker Shipment Status" might be: "The Parker Shipment is ahead of schedule. However, we've used 50% of our budget with only 30% of the total shipment produced. Speeding up production may help decrease costs."
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11

Start your report early to give yourself more time.

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  1. That way you won't be rushing to try to do it at the last minute.
    • If you're working on an ongoing project, you can create a "template" for your status reports that you'll use each time. This will be much easier for your manager, because they'll know exactly where to find the information they need in each report.
    • If you need to update figures included in the report before you turn it in, leave yourself reminders to do so.
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12

Tailor your report to your manager's style.

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  1. If you're unsure about your manager's style and preferences, ask to see examples of previous status reports that they liked.[13]
    • For example, if you know your manager likes to read a chronological story, you might start with a section headed "This Week's Progress," followed by another labeled "What's Next."
    • Try to speak to your manager specifically in the status report.[14]
13

Optimize your report based on the method of delivery.

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  1. If you're submitting a digital file of your report, you can include links to websites or even GIFs and videos, if appropriate. However, if you're submitting a hard copy, these elements won't be useful.[15]
    • For example, if you're sending a digital file using email, you might want to make sure any visual elements can be viewed on a mobile device.
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14

Proofread and edit your report.

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  1. Don't just rely on the spelling and grammar checkers in your word processing app. Read through and check the report yourself.[16]
    • Your writing should be concise and direct. Avoid using a lot of jargon, which can make it seem like you're trying to hide something or don't know what you're talking about.
    • Read your report aloud. If you stumble over a sentence, that's a clue that your writing is not as clear as it could be.
15

Create visual elements, if desired.

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  1. That way, they can more quickly assess the project's status. Only include visual elements if you were specifically asked to do so, or if you think they would add something to the report.[17]
    • For example, you might put a green traffic light next to the budget, to indicate that costs were being managed well. If you're a little behind schedule, you would put a yellow light next to the scheduling section.
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Community Q&A

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  • Question
    How do I write a status report for a construction project?
    Community Answer
    Community Answer
    It's like a progress report on what you have achieved in the project so far and the pending issues you foresee in the future. After you have written these things, mention whether you are ahead of or behind schedule and when you estimate the project will be finished.
  • Question
    How do I write a job report?
    Community Answer
    Community Answer
    You can search on Google for a job report template. It will depend on what type of job you are reporting on.
  • Question
    How do I write a summary report?
    Community Answer
    Community Answer
    Start with an intro, then a first body paragraph, any others you need and then do a closing paragraph. Follow the steps in this article.
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Tips

  • Once you've sent out your status report, follow up on it. If you don't hear back from your manager or other team members, seek out feedback. Speak to people one-on-one, rather than sending out a mass email.

Sample Status Reports

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About This Article

Amber Rosenberg, PCC
Co-authored by:
Pacific Life Coach
This article was co-authored by Amber Rosenberg, PCC and by wikiHow staff writer, Jennifer Mueller, JD. Amber Rosenberg is a Professional Life Coach, Career Coach, and Executive Coach based in the San Francisco Bay Area. As the owner of Pacific Life Coach, she has 20+ years of coaching experience and a background in corporations, tech companies, and nonprofits. Amber trained with the Coaches Training Institute and is a member of the International Coaching Federation (ICF). This article has been viewed 1,284,159 times.
20 votes - 85%
Co-authors: 25
Updated: June 19, 2023
Views: 1,284,159
Categories: Business Writing
Article SummaryX

To write a status report, write a clear heading that includes the name of the project and the dates the report covers. Open the report with an executive summary to provide the most important information at a glance. Then, break the rest of the report into sections to allow for easier reading. Make sure to include budget, scheduling information, a list of major accomplishments, and potential fixes for problems. Finally, consider using a visual element for quick access to information, such as a green light next to a schedule that's on time. For more tips on creating executive summaries, read on!

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