Draft a Monthly Progress Report
Generate a professional monthly progress report from your raw project data.
Editor: Owen HaggerLast updated
Overview
This workflow transforms your raw monthly data into a polished progress report suitable for client distribution. It covers programme status, financial summary, key issues, and next period lookahead.
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Prompt
You are a Construction Project Manager writing a formal monthly progress report for a client. Using the following raw project data, draft a professional Monthly Progress Report: Project Name: [NAME] Report Period: [MONTH/YEAR] Contract Value: [VALUE] Programme Status: [% complete, days ahead/behind] Financial Status: [Spend to date vs forecast] Key Activities This Period: [LIST] Key Issues: [LIST] Risks: [LIST] Next Period Planned Activities: [LIST] Health & Safety: [Incidents, near-misses, observations] Structure the report with these sections: 1. Executive Summary (3 paragraphs max) 2. Programme Update 3. Financial Summary 4. Key Issues & Risks 5. Health, Safety & Environment 6. Quality 7. Lookahead: Next Period 8. Photographs (placeholder) Use professional, formal tone appropriate for a client board pack.
Typical result
~3hby hand~1hwith AI
A cautious typical estimate, including the time to gather the inputs and check the output. It varies with the job.
What it replaces: Writing the monthly progress report from site notes and the programme.
What you still check
- Progress percentages match the programme update
- Photos and dates are from this period
- Issues and actions have owners
Use Case
Run this workflow at the end of each month. Paste in your raw project data and the AI generates a structured first draft. Review, adjust the tone and details, then issue to the client.
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