Our board of directors, as well as the management company, take on multiple projects. Keeping track of the progress, or lack of progress, can be a bit of a challenge. I asked Claude to suggest a better way to stay on top of what’s happening at our Florida-based Condominium. Here’s a simple checklist to help everyone stay current.
Project Status Update
Standing template for committee chairs and vendors to report project progress to the Board and Portfolio Manager
Submit every 2 weeks or immediately on any status change (delay, blocker, or completion). Send to the Board liaison and Portfolio Manager; log the update in the Project Tracker.
| Project / Committee | [e.g., Roof Replacement – Building C] |
| Reporting Period | [Start date] – [End date] |
| Prepared By | [Name, role — e.g., Committee Chair, Vendor, Board Liaison] |
| Date Submitted | [MM/DD/YYYY] |
Status Snapshot
| Overall Status | ☐ On Track | ☐ Delayed | ☐ Blocked | ☐ Complete |
| % Complete | [ 0–100% ] | |||
| Target Completion Date | [MM/DD/YYYY] | |||
Progress Since Last Update
Summarize what was completed this period. Be specific (dates, quantities, milestones hit).
| [e.g., Permit application submitted 7/10; demolition of west wing section scheduled to begin 8/1 pending approval] |
Issues, Delays, or Blockers
Flag anything preventing progress — and what’s needed to resolve it (decision, funds, access, vendor response).
| [e.g., None this period — OR — Waiting on county permit office; no response since 7/12, plan to call 7/25] |
Next Steps / Upcoming Milestones
| [e.g., Begin demolition 8/1; next inspection scheduled 8/15] |
Budget Status
| Approved Budget | $[amount] | Spent to Date | $[amount] |
| On Budget? | [Yes / No — explain if No] | ||
Next Report Due
| Next Update Due | [MM/DD/YYYY] |
Distribution: Board President, Board Liaison, Portfolio Manager | Retain in association records per Florida recordkeeping requirements
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