Weekly Status Note & Escalation Template
A one-page note the client reads in two minutes, with rules for when amber turns red and who is told.
Products are sold separately and are not included in Membership. See what Membership covers.
Editable DOCX file · delivered to your inbox within 24 hours of payment.
Send the news while it is still small
Clients are rarely angry about bad news. They are angry about news that arrives late. A weekly note sends it while it is still small: a field team a week behind, an extract that has not come, a budget line running hot. Each is easy to fix in week four and costly to explain in week twelve.
This pack gives you the note in seven parts: status lights for schedule, budget and quality, what was done, what comes next, the decisions you need with dates, the top three risks, and budget and schedule. A final table sets the escalation rule, so nobody is surprised by who is called and when. Definitions of red, amber and green keep the lights honest.
It works with the Statement of Work & Change Request Template, which holds the change process the escalation rule points to, and with the RAID Log, which holds the full list of risks. The Donor Report Template is for the funder, at the end of a period.
What's inside
- A seven-part one-page note: lights, done, next, decisions, risks, budget and schedule, escalation rule
- Definitions of red, amber and green for schedule, budget and quality
- An escalation table that says who is told and within how long
- A wording bank for late items, hot budget lines, good news and early findings
- A pre-send checklist and a glossary
- A worked example: week 5 of a 13-week evaluation, with a recovery plan
Sample
The real file, watermarked. What you receive after payment is clean and fully editable.
1. Header and status lights
4. Decisions and inputs needed
7. Escalation rule
C1. Definitions of the lights
Buy it: ₹199
Pay by UPI
Scan the code, or pay to the UPI ID below (₹199).
Confirm your order
Paid? Tell us where to send the file. Delivered within 24 hours.
How delivery works
- Pay ₹199 by UPI (scan the QR or use impactmojo@ibl), or order on WhatsApp.
- Fill the short form with your email and the UPI reference.
- We confirm payment and email your clean, editable file: within 24 hours.
Questions? Contact us. Refunds per our refund policy.
Get the whole Evaluation Essentials Kit
This file is also in the Evaluation Essentials Kit, which holds all 45 ImpactMojo products for ₹2,499.
FAQ
What format is it?
An editable DOCX file that opens in Microsoft Office, Google, LibreOffice and Pages.
How is it different from the Donor Report Template?
The status note is a weekly one-pager to your client during the work. The Donor Report Template is a longer report to a funder at the end of a period.
Can I change the thresholds for amber and red?
Yes. The starting figures are a sensible default. Agree your own with the client and write them into the charter.
How fast is delivery?
Within 24 hours of confirming payment, usually much sooner.
ImpactMojo