Engagement status update
Update a client sponsor on progress across workstreams with RAG status, an embedded workflow board, progress bars and the decisions overdue.
- Industry
- Technology-Oriented Consulting
- Team
- Client services
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (progress-status) · Requires sign-in
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Consulting engagement and decision log
Database · Embedded view: Workflow (Engagement items dashboard) · Requires sign-in
Overview
What this template supports
A weekly or biweekly status update for AI adoption and automation consulting engagements. It pairs an embedded workflow board with workstream RAG badges, progress bars, a risks and issues table, a decisions due table and next steps. It embeds the Workflow view of the consulting engagement and decision log database. It also shows an example block from the Dashboards app.
- Embedded Workflow board
- Workstream RAG badges
- Workstream progress bars
- Risks and issues table
- Decisions due table
- Example block from the Dashboards app
How to use this template
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Point the board at one client
Create or choose a saved view filtered to the client's engagement items, and embed that view before sharing the update.
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Set RAG status per workstream
Rate each active workstream green, amber or red using the definitions in the reading guide, then fill the progress bars.
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List risks and decisions due
Pull overdue or at-risk items into the risks table, and every item in Client decision into the decisions due table.
Frequently asked questions
What does Engagement status update help me do?
Update a client sponsor on progress across workstreams with RAG status, an embedded workflow board, progress bars and the decisions overdue.
What is included in this template?
It includes Embedded Workflow board, Workstream RAG badges, Workstream progress bars and Risks and issues table.
Who is this template designed for?
It is designed for Client services teams working in Technology-Oriented Consulting.
What should I review before using this template?
Create or choose a saved view filtered to the client's engagement items, and embed that view before sharing the update. Rate each active workstream green, amber or red using the definitions in the reading guide, then fill the progress bars.
How is a workstream's RAG status decided?
Green means every item is actioned or on schedule. Amber means an item is overdue by less than two weeks or has no confirmed reviewer. Red means an item has been overdue two weeks or more, or is blocking downstream work.
Does the progress bar count findings?
No. It counts only items that have reached Actioned or a client decision, against everything logged for that workstream.