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Work in progress meeting template

Work in progress meeting template

Track progress, spot blockers, and assign next steps with a clear structure that keeps your projects moving forward. This template gives you a consistent way to run check-ins.

Use this template
or download pdf
Work in progress meeting template

Track progress, spot blockers, and assign next steps with a clear structure that keeps your projects moving forward. This template gives you a consistent way to run check-ins.

Use this template
or download pdf

About the Work in progress meeting template

Regular project check-ins are key to keeping timelines, budgets, and teams aligned. This work in progress meeting template provides a clear framework for tracking updates and maintaining momentum across all stages of a project. You can use this template to standardize weekly or bi-weekly meetings, improve team accountability, and create a reliable record of progress.

Key elements of a work in progress meeting template

A work in progress meeting gives you a regular space to keep everyone informed and accountable. Here are the components that make it effective:

  1. Project overview: Start with the basics—project name, manager, and timeline. This sets the context for the meeting and helps anchor the discussion around shared goals and deadlines.
  2. Progress updates: This section covers completed work and upcoming tasks. Use it to reflect on progress, set expectations, and identify areas where teams might need support or clarification.
  3. Blockers and challenges: Highlighting obstacles helps you move from vague frustrations to concrete action. This is where you can flag potential delays or dependencies early and address them.
  4. Budget and schedule check: A quick check-in on budget and timeline gives stakeholders a clear snapshot of whether things are running as planned—or if a shift in strategy is needed.
  5. Risks and mitigation plans: Use this space to document newly identified risks and how you’re responding. It shows foresight and prepares the team for issues before they escalate.
  6. Action items: End with a list of clear tasks, owners, due dates, and statuses. This keeps accountability front and center and gives your next meeting a solid starting point.

Customizing your work in progress meeting template

You can easily edit the template so it reflects the way your team operates.

One option is to add department-specific fields that reflect the kind of work being done. For example, a marketing team might include “Campaign Performance” or “Content in Review,” while a product team might track “Feature Testing” or “Bug Triage.”

If your team is measured on performance, consider including KPIs or metric tracking directly in the template. A logistics team might report on on-time delivery rate, while a sales team could add weekly lead conversion figures. Keeping key metrics visible helps tie everyday progress back to broader business goals.

You can also attach files or screenshots to bring context into the meeting itself. Whether it’s a photo of an issue on-site, a PDF report, or a screen grab from a dashboard, visuals can quickly clarify what words might miss.

Download Lumiform’s work in progress meeting template today

Use this template to bring consistency and focus to your project updates. Assign tasks, capture key milestones, and identify challenges—all in one streamlined format. With features like editable sections, progress summaries, and clear ownership tracking, you’ll create a shared understanding that makes meetings more productive.

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Preview of the template
entity_item!!!
Page 1
Project Overview
Project Name
Project Manager
Project Start Date
Project End Date
Progress Update
Work Completed Since Last Meeting
Planned Work for Next Period
Are there any blockers or challenges?
If yes, please describe the blockers or challenges
Budget and Timeline
Is the project on budget?
If no, please explain budget issues
Is the project on schedule?
If no, please explain schedule issues
Risks and Issues
Are there any new risks or issues?
If yes, please describe the risks or issues
What mitigation plans are in place?
Action Items
Action Item
Owner
Due Date
Status

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Work in progress (WIP): Meaning, examples, and best practicesBusiness requirements document (BRD): Your guide to effective project managementProject management system: Best implementation strategies
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Template collections

See comprehensive collections of best practice templates related to this topic.

6 free work in progress templates for organized reporting9 free project charter templates for your teamProject status report template: Best 14 free picks
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Work in progress softwareProject management system softwareProject status report software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

5 types of project risksWhat is a project management system (PMS)?Writing a project status reportHow to write a project charter

Frequently asked questions

What should you prepare before a work in progress meeting?

Bring concise updates on completed work, what’s currently in motion, and anything at risk of delay. If you manage a team, ask them to send their inputs ahead of time so you’re not collecting updates on the fly. Reviewing task boards, project dashboards, or recent communications beforehand also helps you spot patterns or blockers early.

How should you follow up after a work in progress meeting?

Summarize the key takeaways and share them shortly after the meeting—ideally within the same day. Highlight action items, responsible owners, and due dates in a format that’s easy to skim. If decisions were made, clarify them in writing.

How is a work in progress meeting different from a status update?

A status update is typically one-way—someone shares progress, others listen. A work in progress meeting is more interactive. It’s a working session meant to identify blockers, make decisions, and align the team on what happens next. The focus is less on broadcasting updates and more on making real-time progress together.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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