Today's Daily Workflow
Follow these steps daily to ensure seamless project update management. Click each step to see the details.
1
Daily Kanban Board Review
- Access the Board: Log in to the NNC project update Kanban board.
- Focus on "In Progress" & "For Review / QA" Columns: These are the primary columns to monitor for new developments and link changes.
- Identify Moved Tasks: Look for cards that have moved to "For Review / QA" or "Ready for Delivery." These are likely candidates for new or updated links.
- Check Due Dates: Pay attention to due dates on cards to prioritize updates.
2
Link Verification & Update
For any card that has progressed, open it and locate the project link.
Verify Link Functionality:
- Click the link to ensure it opens correctly.
- Confirm it leads to the expected project version.
- If a link is broken or outdated, immediately notify the project lead. Do not proceed with client communication until the correct link is obtained.
Update Link on Card: If a new or corrected link is provided, update it on the Kanban card.
Add Internal Notes: Comment on the card when the link was last verified (e.g., "Link verified & updated: [Date]").
3
Preparing Client Communication
- Batch Updates: Compile updates for all relevant projects into a single communication (daily or bi-daily).
- Use Standardized Template: See the template in the "Key Resources" section below.
- Be Concise: Keep updates brief and to the point.
- Ensure Accuracy: Double-check all links and status descriptions before sending.
- Maintain Professional Tone: Keep communication friendly and professional.
4
Sending Client Communication
- Use Preferred Method: Send updates via the client's preferred channel (email, portal, etc.).
- Be Timely: Send updates at a consistent time each day/bi-day.
- Confirm on Kanban: Once sent, make a note on the relevant cards (e.g., "Client update sent: [Date]").
Key Resources
Quick access to essential tools and guidelines.
Client Update Email Template
Subject: NNC Project Update - [Client Name] - [Date]
Dear [Client Name],
Here is a quick update on your projects with NNC:
1. Project: [Project Name 1]
- Status: [Brief, clear status]
- Latest Link: [Insert verified project link here]
- Key Progress/Notes: [1-2 sentences]
2. Project: [Project Name 2]
- Status: [Brief, clear status]
- Latest Link: [Insert verified project link here]
- Key Progress/Notes: [1-2 sentences]
Please let us know if you have any questions.
Best regards,
The NNC Team
Key Principles for Success
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Proactive Communication: Don't wait for clients to ask. Send updates before they feel the need to inquire.
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Accuracy is King: Incorrect links or statuses undermine trust. Always verify.
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Consistency: Regular updates build reliability. Stick to the chosen frequency and format.
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Clarity: Use simple, direct language. Avoid jargon.
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Responsiveness: If a client replies, ensure a prompt follow-up.
Troubleshooting & FAQs
Find quick solutions to common questions.
What if a project link is broken or incorrect?
Immediately notify the project lead/developer responsible for that task. Do NOT send the update to the client until a correct, functional link is provided. Mark the Kanban card with an alert for the internal team.
A client is asking for more detail. What should I do?
Politely inform the client that you will connect them with the project lead who can provide more in-depth information. Forward their query and contact details to the relevant project lead.
What if there's no new progress on a project?
Still include the project in the update. State its current status and perhaps a brief note like "Still in active development" or "Awaiting [specific input/review]." Honesty and consistency are key.