Progress Report Template

This progress report template is designed to keep your team on track, and staying productive. Adapt this template for different departments and team members, and give your talent the structure they need to feedback work progression. 
Make it your own
Once edited to your liking,  save this template to your team’s templates list  by clicking on the three dots to the right of the screen.

Department Quarterly Goals

 Increase leads by 50%
 Refine invoicing processes
 Convert 20%+ leads to sales


Overdue Projects

Project name & Link to doc
Project name
...


Blockers

Problem
...


Top Level Progress

In a few sentences, give an overview of the progress toward department goals, depending on personal quarterly goals.

Personal Quarterly Goals
KPIs 
Progress
Problems
Cover personal goals for the quarter, there should be around 3-4. 
KPIs are the projects correlating with these goals. For each project, create a new line and number. 
XX%— Discuss the progress made, if the project is on track, and celebrate wins. 
1/2/3...— List problems relating to each project. This can include roadblocks, tech, or more. 
Try to suggest solutions. 










Noteworthy Clipboard

List anything else you think may be important for the manager or reader to know. Discuss qualitative feedback, general feelings around goals, and expectations.