This Weekly Recap Template is designed specifically for independent consultants and freelancers to maintain clear, consistent communication with clients. It helps you document progress, solidify agreements, and prevent misunderstandings, ensuring both parties are always on the same page. Use it to create a reliable record of all key discussions and deliverables.
Client & Project Information
Acme Corp.
Enter the full name of the client.Website Redesign Phase 2
Identify the specific project or service this recap pertains to.Monday, Oct 23 - Friday, Oct 27, 2023
Specify the exact date range covered by this weekly recap.Key Achievements This Week
- Drafted 5 landing page copies; - Completed UI wireframes for checkout flow.
List all major deliverables or tasks successfully completed during this reporting period.Approved design concept for homepage; Client feedback integrated into v1 prototype.
Note any significant project milestones that were achieved.Agreed on final color palette for branding; Confirmed content strategy for blog posts.
Document any important decisions made in collaboration with the client.Progress & Updates
On track, 70% complete
Provide a brief, high-level overview of the project's current status.- Scoping call for new feature (Oct 24); - Feedback session on ad creatives (Oct 26).
Summarize key points from any client calls or discussions held.18 hours (Website Development: 12h, Client Meetings: 3h, Content Review: 3h)
Record the total hours spent this week, optionally breaking it down by task.Next Steps & Action Items
- Begin development of user authentication module; - Prepare for stakeholder presentation.
Outline the primary tasks and objectives planned for the upcoming week.- Review and approve v2 content drafts by EOD Nov 1; - Provide access to staging server.
List any specific actions or input required from the client.Project Sync Call - Nov 3, 10 AM EST
Note any scheduled meetings with the client for the next period.Challenges & Support Needed
Awaiting API documentation from third-party vendor; Limited access to legacy data.
Identify any obstacles or challenges impacting project progress.Need clarification on user roles for the new system; Requesting updated brand guidelines.
Specify what assistance or information is required from the client to overcome blockers.Financials & Retainer (Optional)
15 hours (out of 40 monthly)
If applicable, indicate the remaining hours on a retainer agreement.Invoice #2023-015 for $2,500 sent (Oct 25); Invoice #2023-010 paid (Oct 23).
Update on any recent invoicing or payment activities.How to Use This Template
- Open the 'Weekly Recap' template in CraftNote and create a new note for your client.
- Fill in the 'Client & Project Information' section with accurate details for the reporting period.
- Document 'Key Achievements This Week,' ensuring you list all completed deliverables and decisions.
- Outline 'Next Steps & Action Items,' clearly stating what you and the client need to do in the coming week.
- Share the completed recap directly from CraftNote with your client via email or a secure link, and archive it for future reference.
Customization Tips
- Add a 'Feedback Received' section to document specific client comments from review sessions, ensuring you have a record of what was discussed.
- For long-term projects, include a 'Project Health' rating (e.g., Green, Yellow, Red) and a brief justification to give a quick overview of status.
- Tailor the 'Financials & Retainer' section to your specific billing model, adding fields for 'Budget Spent' or 'Remaining Project Budget' if you work on fixed-price projects.