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Freelance project status updates: what to put in them, how often to send them, and emails to copy

A short, regular update tells the client where their project stands before they have to ask: what's done, what's next, what you're waiting for from them, and whether any date is at risk. Here's what to put in one, how often to send it, how to report a problem early, and update emails you can copy.

General information. The update lines, the status labels, the steps, the checklist and the wording to copy are ours (general practice). There's no official rule for how a freelancer reports progress to a client; your contract or statement of work may set one. The research quoted below is about software project managers and students, not freelancers; see Where the sources differ.

The short answer

  1. Agree how often at the start of the project, and send the update on that day even when there's little to say.
  2. Keep the same few lines every time: status, done, next, waiting on you, dates at risk, hours (if they matter) and decisions needed.
  3. Say at risk as soon as you think it, with a reason and what would fix it. Don't wait until you're sure a date will be missed.
  4. Put what you need from the client, with a date, near the top, so it doesn't get lost.
  5. Write it from your tracker, not from memory, and keep the updates in one place as a record.
Want this in a ready-made spreadsheet? Our paid Client & Project Tracker by Small Rows (US$12, one-time) keeps most of an update's raw material in one file: each project's status and due status (Overdue, Due soon or On track), the hours logged against its budget hours with the hours left and the share used, and its open tasks. Tasks can be marked Blocked, and the Follow-ups tab lists next actions with due dates. It doesn't write or send the update: you read the lines off and write the email yourself.

On this page

  1. Why send updates at all
  2. How often to send one
  3. What to put in an update
  4. On track, at risk or off track
  5. When you're waiting on the client
  6. When it's running late or over the hours
  7. Keep the updates in one place
  8. Writing it from your tracker
  9. Update emails to copy
  10. Checklist

1. Why send updates at all

A client who hears nothing tends to assume either that all is well or that nothing is happening, and neither helps you when a date moves. A regular update lets them plan around the project, gets you their input on time, and means a problem reaches them as news, not as a surprise.

One modelling study suggests that reports on how a project is going can sound better than the project really is. Studying software projects, Snow and Keil (2002) asked "how different is true software project status from reported status?" Their model "uses discrete project status from traffic light reporting", and they concluded that "project managers are overly optimistic in their perceptions" and that "executives should be skeptical of favorable status reports" (Snow and Keil, 2002). That's about managers reporting to executives, not freelancers, but we think a similar caution applies: your own sense of how the job is going may be rosier than it is.

The same optimism shows up in time estimates. Buehler and colleagues (1994) wrote: "The tendency to hold a confident belief that one's own project will proceed as planned, even while knowing that the vast majority of similar projects have run late, has been termed the planning fallacy" (Buehler et al., 1994). An update built from what's actually done, and from the hours you've actually logged, is a check on that.

2. How often to send one

3. What to put in an update

Ours (general practice). Keep the same lines in the same order every time, so the client knows where to look. Leave out a line that doesn't apply, such as hours on a fixed-price job where the client doesn't see them.

LineWhat to writeWhere it comes from in a tracker
StatusOn track, at risk or off track, with one plain reason.Each project's due date and due status, plus your own judgement.
Done since last timeTasks and milestones finished, in the client's words, not yours.Tasks you marked done since the last update.
NextWhat you'll work on before the next update, with dates for anything the client will see.Open tasks and their due dates.
Waiting on youAnything you need from the client (content, feedback, access, a decision) and the date you need it by.Tasks marked blocked, and your follow-ups list.
Dates at riskAny milestone or end date that may move, why, and what would keep it.Tasks or projects that are due soon or overdue.
HoursFor hourly, budgeted or prepaid work: hours used so far against the budget or the block.Hours logged against the project's budget hours, and hours left.
Decisions neededQuestions only the client can answer, one per line, each with a suggested answer.Your notes for the project.

Write for someone reading on their phone between meetings: short lines, the client's names for things, and dates as dates rather than as next week.

4. On track, at risk or off track

Snow and Keil's model used traffic-light statuses. A one-word status at the top of each update works the same way for a client: they can see at a glance whether to read on. Our definitions:

StatusWhat it meansWhat the update should add
On trackAs things stand, the agreed dates, scope and hours will hold.Nothing extra; keep it short.
At riskA date, the scope or the hours could slip unless something changes.What could slip, why, and what would prevent it (often something from the client).
Off trackA date or the hours budget will be missed unless the plan changes.Options for the client to choose from, and what you need from them to decide.

5. When you're waiting on the client

6. When it's running late or over the hours

7. Keep the updates in one place

8. Writing it from your tracker

Ours. If you keep each project's tasks, due dates and hours in one place, the update is mostly copying:

  1. Update the tracker first: mark finished tasks done, log the week's hours, and mark anything you're waiting for as blocked.
  2. Status: look at the project's due status and the hours left, then decide on track, at risk or off track.
  3. Done and next: copy the tasks you finished, and the open tasks due before the next update.
  4. Waiting on you: copy the blocked tasks and any follow-ups for this client.
  5. Hours: copy hours logged and hours left, if the client sees them.
  6. Add a follow-up in your tracker for the next update's day.

Our project tracking guide shows how to build such a tracker yourself, with a weekly review to copy; the update can be the last step of that review. To log hours, there's our free timesheet.

9. Update emails to copy

Replace everything in [brackets]. These are ours.

Regular (weekly) update

Short update for a small job or a milestone

When you're waiting on the client

When a date is at risk

10. Checklist

Free tools and kits

Where the sources differ

Sources

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