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Progress report template
Progress report template

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Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

Need a slick progress report template? We’ve got a whole closet full, perfect for anything from your daily grind at school to the latest app you’re coding. These babies are a cinch to tweak, so they’ll fit whatever you’re working on like a glove.

Why progress reports are the real MVP

Progress reports are like your project’s highlight reel—they show off your wins and where you need a game plan. Whether it’s for coding, teaching, or building, these reports are your secret handshake with your team, keeping everyone in the loop and on their toes.

Progress reports in project management

In the project management big leagues, progress reports are your play-by-play. They’re how you brag about what you’ve nailed and plot out your next power moves. And in the tech world? They’re worth their weight in gold for keeping everyone on the same page.

Progress reports in Bonsai project management providing real-time insights into the journey of a project. They offer a comprehensive view of the project's financial health and status, tracking budget evolution, profitability, and team performance. These reports are pivotal for maintaining project momentum and ensuring that all stakeholders are aligned with the project's direction.

Link to Task Management

Big wins with progress report templates

Using progress report templates is like having a cheat sheet. They keep your updates tight and right, whether you’re tracking code sprints, student growth, or therapy breakthroughs. Plus, they make sure everyone’s singing from the same song sheet, from the classroom to the boardroom.

Now, go ahead and grab one of these templates to keep your project’s story straight and your team chasing the same goals. Remember, it’s all about making your updates as smooth as your morning coffee.

Key elements of a comprehensive progress report

Source

A top-notch progress report’s got a few must-haves. First up, an executive summary that gives you the skinny on what’s up with your project. Then, you need a crystal-clear list of goals, 'cause knowing what you’re shooting for is half the battle.

Project summary

We’re crafting progress reports that hit the sweet spot for all sorts of gigs—coding, building, and even keeping folks healthy. We’re talking templates that are a snap to use and make staying on track a piece of cake.

Completed tasks

Last month, we checked off some biggies. We rolled out progress reports for the tech-heads and kept the construction crews on point with their daily updates.

Upcoming tasks

Looking ahead, we’re zeroing in on our progress reports for the tech projects. We’re talking daily updates to keep everyone sharp and in the loop.

Risks and issues

Let’s not beat around the bush—skipping on progress reports is like flying blind. In tech, it could mean your project goes off the rails. In healthcare, it’s the difference between top-notch care and a real mess.

Now, let’s keep those progress reports coming and make sure we’re all heading towards the finish line together.

Top free and editable progress report templates

Looking for a progress report template that won’t cost you a dime and fits like a glove? We’ve got a truckload of them, from the nitty-gritty of your daily grind to the big picture of your projects. And hey, they’re not just for the office crowd.

Bonsai's project status report templates

Bonsai's project status report templates are a lifesaver for project managers. They offer a structured way to present project updates, highlighting goals, resources, deadlines, and risks. These templates ensure clear communication, keeping the entire team informed and focused on the project's progress and potential challenges.

Microsoft Office’s progress report templates

Microsoft Office is like the Swiss Army knife for progress reports. They’ve got everything from the classic project progress report to the nitty-gritty daily updates for students and construction workers.

Smartsheet’s project status report templates

Smartsheet got your back with a lineup of project status report templates that are slicker than a greased weasel. They’ve got the whole shebang—project reports, dev reports, you name it, tailored just for you.

Canva’s creative progress report templates

Canva’s serving up progress report templates with a side of style. Whether you’re tracking code, health, or hammer swings, they’ve got a template that’s as easy on the eyes as it is on the brain.

Template.net’s professional progress report templates

Template.net is the go-to for pro-level progress report templates. They’ve got everything from software dev to construction, all ready to roll out and make your life easier.

Now, go ahead and pick the template that’s right for you, and keep your project’s story straight and your team chasing the same goals. Remember, it’s all about making your updates as smooth as your morning coffee.

Customizing your progress report template

Your project progress report can be tailored to accommodate the unique needs of different projects. For instance, a software development progress report may focus on coding completed, bugs fixed, and new features developed. 

On the other hand, a health progress report might highlight diagnostic findings, treatment plans, and patient feedback. The emphasis is on crafting a useful tool for communicating progress and setbacks to relevant stakeholders.

A trainee daily progress report or student daily progress report can reflect an individual's progress in a learning or training program. Similarly, construction work daily progress report and employee daily progress report can enable managers to monitor tasks and performance pertinent to the project. Meanwhile, psychotherapists might need a client progress report for psychotherapy for documenting therapeutic progress and plans for further intervention.

In each case, the report templates will differ in their scope and detail but they should all provide clear, concise, and useful documentation of progress. This can facilitate effective reporting, management, and evaluation in a variety of contexts.

Aligning the template with your project goals

In streamlining your project goals, it is essential to prioritize aligning your chosen template with these objectives. For instance, formats like a project progress report or a software development progress report are beneficial in assessing complex tasks.

Moreover, if your focus lies within a learning institution or a healthcare setting, templates like student daily progress report or a patient progress report template might be more applicable.

Whatever your purpose may be, whether a property inspection report or a web development progress report is on the table, selecting a fitting template is necessary in ensuring effective monitoring and management.

Adding your branding elements

Adding your branding elements to a project progress report can make a significant difference in presenting your team's progress to stakeholders. Not only does this add a professional flair to your reports, but it also aids in maintaining brand consistency across all deliverables.

From a software development progress report to a patient progress report template, or even a construction work daily progress report, infusing your brand into the report design makes it distinctly yours. This can be achieved by incorporating your logo, using your brand colors, and keeping in line with your design aesthetics.

In addition to this, if you are crafting a lab report template, a school counseling progress report, a client progress report for psychotherapy, or a property inspection report, adopting your brand voice is equally important. Use language that speaks to your industry and represents your brand correctly.

Using project management tools for progress reporting

Source

Project management tools serve a pivotal role in creating an organized and efficient project progress report, regardless of the industry. Whether it's a software development progress report, a web development progress report, or a more specific patient progress report template, these tools can streamline the process of tracking, documenting and communicating the status of various tasks involved in the project.

These tools can be easily customized to create daily progress reports. It's worthy of note that an employee daily progress report or a student daily progress report can serve as an effective medium of ensuring accountability and continuity. The usage of these tools can also easily be extended to fields such as construction to generate a construction work daily progress report or even health care for producing a health progress report.

Bonsai's project insights feature

Bonsai's Project Insights feature is a game-changer for project teams, offering a bird's-eye view of a project's financial health and progress. The Insights tab offers a comprehensive view of your project's financial health and overall status. The Insights tab displays a dynamic graph that tracks budget usage over time, helping teams visualize their financial trajectory and stay on target with their goals.

Link to Client Management

The feature also includes a Profitability Tracker, which is a deep dive into the project's financial effectiveness. It calculates the billable total, project costs, expected profit, and margin, providing a clear picture of the project's financial health. This is crucial for making informed decisions and steering the project towards profitability.

Asana's progress view feature

Asana offers a Progress View Feature that provides visual aids for both project and individual progress reports. Be it a software development progress report or a web development progress report, this feature enables teams to track their works accurately. Managers can easily see employee daily progress reports, monitor work completion rates, and even provide updates using management reports. 

Lastly, Asana's Progress View feature supports customization, adapting to a range of industries from construction to healthcare by offering templates like health progress report or patient progress report template.

Trello's power-up reports

Trello's Power-Up Reports provide exceptional management of project tasks. They are excellent tools for giving detailed visual overviews of a project progress report, daily progress report, and software development progress report among others.

These reports are versatile, making it possible to produce reports such as a student daily progress report, lab report template and employee daily progress report. Regardless of whether you are monitoring school counseling progress, health progress or a property inspection report, Trello's Power-Up Reports have got you covered.

Basecamp's check-in questions

Basecamp's Check-in Questions system allows you to collect various categories of progress reports quickly and efficiently. These can range from daily progress reports, project progress reports, to software development progress reports. It's a versatile tool that can cater to various situations and fields.

This feature is ideal for tracking web development progress reports, profiles health or patient progress report templates, and even more specific fields like construction work daily progress reports or school counseling progress reports. Whether it's for a company employee's daily progress report or even a student's daily progress report, Basecamp’s Check-in Questions system is designed to streamline your report management.

Best practices for effective progress reporting

Source

When you’re banging out a progress report, whether it’s daily, for a project, or for software Dev, you gotta keep it real and consistent. Make sure you’re hitting up everyone involved with the regular updates, skip the fancy lingo, and just lay out the main points and goals to show how you’re doing.

Keep it casual

You know, when you’re filling folks in on what’s gone down, the hurdles you’ve hit, and the fixes you’ve put in place, make it snappy. Charts or timelines can be a real help, especially if you’re talking about how your day went at work, how your clients are doing in therapy, or what’s up at school.

It’s super important to shine a light on any trouble spots, stuff that might slow you down, or risks that are lurking around the corner. You wanna make sure you’re pointing out where you need some decisions made or maybe some extra hands on deck. No matter what you’re working on—could be coding, health stuff, or building things—being clear and open builds trust and gets everyone working together better.

Simplicity is key

A project progress report is like the glue that keeps everyone in the loop and the info flowing in any kind of work. It’s the same drill whether you’re tracking bugs in code, building websites, or checking up on health projects.

Whether you’re whipping up a report template for patients, keeping tabs on students every day, or logging the daily grind on a construction site, the goal is to keep it straightforward, short, and solid. But hey, don’t skimp on the nitty-gritty.

Update like clockwork

It’s a big deal to keep all the players in the know, so you gotta keep that report fresh. A detailed project progress report, no matter if it’s for coding or web stuff, helps the team see what’s done and what’s next.

Link to Client Management

A daily report can be a game-changer for employees, letting the bigwigs track their hustle. In other areas, like healthcare, having a solid patient report template is key for keeping an eye on how folks are doing over time.

From newbies in a company to kids in school, staying on top of the reports means everyone knows what’s up, and that’s how you nail transparency, accuracy, and success for the project, person, or team.

Visuals for the win

Throwing in some visuals like charts, graphs, and pics can really level up how people get what’s going on in a progress report. It’s a game-changer in techy fields like software and web development where things can get kinda complex.

In healthcare, visuals are a no-brainer for making a health report or patient progress report easier to get. They’re also clutch in schools, helping to show how students are doing or what’s happening in counseling.

And don’t forget about the business side of things, like checking out properties or keeping track of construction work. Visual aids can make a big difference in those reports, too, just like they do in management reports.

Conclusion: Progress report templates for the win

Getting the hang of using progress report templates, like for projects, daily updates, or software development, can seriously boost how things run. It doesn’t matter if it’s for tracking how students are doing, logging construction work, or keeping up with therapy clients, having a well-built template means you’re giving out info that’s clear, consistent, and really checks on performance. Bottom line: progress report templates are must-haves for any org or school, helping everyone stay smooth and efficient.

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Progress report template

First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.