Client Communication | Weekly Updates Best Practices
Keep clients informed with weekly progress updates. Communicate problems early with solutions, not surprises. GitScrum's client views share progress without exposing internals.
9 min read
Good client communication builds trust and prevents surprises. GitScrum helps teams share progress, manage expectations, and involve clients appropriately.
Communication Rhythm
Regular Updates
CLIENT COMMUNICATION CADENCE:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β WEEKLY UPDATE (Standard): β
β β
β FORMAT: β
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β WEEKLY PROJECT UPDATE ββ
β β Week of January 15, 2024 ββ
β β ββ
β β COMPLETED THIS WEEK: ββ
β β β
User authentication flow ββ
β β β
Dashboard layout ββ
β β β
Database schema design ββ
β β ββ
β β IN PROGRESS: ββ
β β π Payment integration (60% complete) ββ
β β π Email notifications ββ
β β ββ
β β NEXT WEEK: ββ
β β β’ Complete payment integration ββ
β β β’ Begin reporting module ββ
β β ββ
β β BLOCKERS/RISKS: ββ
β β β οΈ Awaiting API credentials from payment provider ββ
β β ββ
β β MILESTONE STATUS: ββ
β β MVP: On track for Feb 15 ββ
β β ββββββββββββββββββββ 60% ββ
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β TIMING: β
β β’ Send same day each week (e.g., Friday 3pm) β
β β’ Consistent format β
β β’ Brief is better (can expand if questions) β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Milestone Reviews
MILESTONE COMMUNICATION:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β MILESTONE REVIEW MEETING: β
β β
β AGENDA: β
β 1. Demo completed features (15 min) β
β 2. Discuss what's next (10 min) β
β 3. Gather feedback (10 min) β
β 4. Address questions/concerns (10 min) β
β β
β PREPARATION: β
β β Working demo environment β
β β List of completed features β
β β Next milestone scope β
β β Known issues/limitations β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ β
β β
β MILESTONE REPORT: β
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β MILESTONE COMPLETE: MVP Phase 1 ββ
β β ββ
β β DELIVERED: ββ
β β β’ User registration and login ββ
β β β’ Dashboard with analytics ββ
β β β’ Basic reporting ββ
β β β’ Mobile-responsive design ββ
β β ββ
β β DEFERRED TO PHASE 2: ββ
β β β’ Advanced filtering (per discussion Jan 10) ββ
β β β’ Export to PDF (added to backlog) ββ
β β ββ
β β DEMO: https://staging.example.com ββ
β β ββ
β β NEXT MILESTONE: Phase 2 (Feb 28) ββ
β β Focus: Payment integration, user management ββ
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Managing Expectations
Scope Discussions
SCOPE CHANGE COMMUNICATION:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β WHEN CLIENT REQUESTS NEW FEATURE: β
β β
β DON'T: β
β β "Sure, we can add that" β
β β "That's out of scope" (dismissive) β
β β Promise without assessing impact β
β β
β DO: β
β β
"Let me assess the impact and get back to you" β
β β
Present options with trade-offs β
β β
Document the decision β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ β
β β
β SCOPE CHANGE RESPONSE: β
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β RE: Adding export to Excel feature ββ
β β ββ
β β Thanks for the request. I've assessed the impact: ββ
β β ββ
β β ESTIMATE: 3-4 days development ββ
β β ββ
β β OPTIONS: ββ
β β ββ
β β Option A: Add now ββ
β β β’ Delays Phase 2 by ~1 week ββ
β β β’ New target: March 7 instead of Feb 28 ββ
β β ββ
β β Option B: Add to Phase 3 ββ
β β β’ No impact to current timeline ββ
β β β’ Available mid-March ββ
β β ββ
β β Option C: Replace lower-priority feature ββ
β β β’ Remove PDF export, add Excel instead ββ
β β β’ No timeline impact ββ
β β ββ
β β Let me know which option works best for you. ββ
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β KEY: Present options, let client decide priority β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Communicating Delays
DELAY COMMUNICATION:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β WHEN DELAY IS LIKELY: β
β β
β TIMING: Communicate EARLY β
β β’ As soon as risk is identified β
β β’ Not the day before deadline β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ β
β β
β DELAY COMMUNICATION: β
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β PROJECT UPDATE: Timeline Adjustment ββ
β β ββ
β β I need to share an update on our Phase 2 timeline. ββ
β β ββ
β β SITUATION: ββ
β β The payment provider integration is more complex than ββ
β β initially scoped. Their API has limitations we need ββ
β β to work around. ββ
β β ββ
β β IMPACT: ββ
β β Original target: Feb 28 ββ
β β New target: March 7 (1 week delay) ββ
β β ββ
β β WHAT WE'RE DOING: ββ
β β β’ Working with payment provider on solutions ββ
β β β’ Parallelizing other work ββ
β β β’ Daily standups to minimize further delays ββ
β β ββ
β β WHAT WE NEED: ββ
β β No action needed from you, just wanted to keep you ββ
β β informed. Happy to discuss in our next call. ββ
β β ββ
β β I apologize for the delay and appreciate your ββ
β β understanding. ββ
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β STRUCTURE: β
β 1. State the situation clearly β
β 2. Explain impact (new dates) β
β 3. What you're doing about it β
β 4. What you need from them (if anything) β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Client Involvement
Appropriate Involvement
CLIENT INVOLVEMENT LEVELS:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β HIGH INVOLVEMENT: β
β β’ Sprint reviews/demos β
β β’ Requirement discussions β
β β’ Priority decisions β
β β’ Acceptance testing β
β β
β MEDIUM INVOLVEMENT: β
β β’ Weekly status updates β
β β’ Milestone reviews β
β β’ Design reviews β
β β
β LOW INVOLVEMENT: β
β β’ Daily standups (usually internal only) β
β β’ Technical implementation details β
β β’ Internal team issues β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ β
β β
β SPRINT REVIEW WITH CLIENT: β
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β SPRINT 5 REVIEW ββ
β β ββ
β β ATTENDEES: ββ
β β Team: Dev lead, Designer, PM ββ
β β Client: Product owner, Stakeholder ββ
β β ββ
β β AGENDA: ββ
β β 1. Demo completed features (20 min) ββ
β β - Show working software ββ
β β - Gather immediate feedback ββ
β β ββ
β β 2. Discuss next sprint (15 min) ββ
β β - Review proposed priorities ββ
β β - Get client input ββ
β β ββ
β β 3. Open discussion (10 min) ββ
β β - Questions, concerns ββ
β β - Upcoming needs ββ
β β ββ
β β OUTPUT: ββ
β β Agreed sprint 6 priorities ββ
β β Action items documented ββ
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Feedback Collection
Getting Useful Feedback
FEEDBACK COLLECTION:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β DURING DEMOS: β
β β
β ASK SPECIFIC QUESTIONS: β
β β
"Does this flow match how your team would use it?" β
β β
"Is this information sufficient for your decision?" β
β β
"What's missing from this view?" β
β β
β AVOID: β
β β "What do you think?" β
β β "Does this look good?" β
β β Too vague, unhelpful responses β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ β
β β
β FEEDBACK TASK: β
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β Client Feedback: Dashboard Review ββ
β β ββ
β β From: Sprint 5 review (Jan 19) ββ
β β ββ
β β FEEDBACK RECEIVED: ββ
β β β’ "Date range filter should default to last 30 days" ββ
β β β’ "Need to export this data to Excel" ββ
β β β’ "Chart colors hard to distinguish" ββ
β β ββ
β β CATEGORIZED: ββ
β β Quick fix: Date range default ββ
β β Backlog: Excel export (scope TBD) ββ
β β Design: Chart colors (designer to review) ββ
β β ββ
β β FOLLOW-UP: ββ
β β β Add date range fix to Sprint 6 ββ
β β β Scope Excel export for prioritization ββ
β β β Schedule design review for colors ββ
β ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β CLOSE THE LOOP: β
β β’ Acknowledge feedback received β
β β’ Communicate what you'll do with it β
β β’ Update when addressed β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
Documentation for Clients
Client-Facing Reports
CLIENT REPORTING:
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β β
β WHAT CLIENTS NEED: β
β β
β β
Progress against milestones β
β β
What they can see/test β
β β
What's coming next β
β β
Any blockers or risks β
β β
Decisions needed from them β
β β
β WHAT CLIENTS DON'T NEED: β
β β
β β Internal team velocity β
β β Technical implementation details β
β β Individual developer tasks β
β β Internal process issues β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ β
β β
β GITSCRUM CLIENT VIEW: β
β β
β Use GitScrum's reporting features to share: β
β β’ Milestone progress β
β β’ Completed features β
β β’ Upcoming work β
β β
β Configure visibility: β
β β’ Show feature-level, not task-level β
β β’ Hide internal technical work β
β β’ Focus on business value delivered β
β β
β REGULAR REPORTS: β
β β’ Weekly status (automated if possible) β
β β’ Milestone summaries β
β β’ Quarterly reviews β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ