Status Reporting Template

Sample Status template with category titles, along with management instructions. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Transparent deal-progress reporting
  Capture each workstream’s current status—whether open, in-progress or closed—and provide leadership with a clear snapshot of all moving parts.
• Milestones, metrics & visibility
  Include key milestones, responsible owners, dependencies and variances so you can spot bottlenecks and drive accountability.
• Stakeholder-ready summary
  Deliver a concise executive overview along with detailed appendix views—ensuring both strategic and operational stakeholders stay informed.
• Audit-friendly documentation trail
  Maintain time-stamped updates, version history and commentary per status item to ensure full traceability across your project lifecycle.

After implementing your status-report cadence, formalise secure data exchange with the Clean Team Agreement Template, and stay legally compliant using the Legal M&A Integration Checklist.