1 Learn the concept
As a marketer, you must communicate the value you create and the progress against your plan. A monthly progress report does that in one page. It also protects you, because it creates a record of your results and growth. This lesson shows what to include and how to keep it short and clear.
2 See it in action
- Summary: three lines on what you achieved.
- Results: key numbers against the goals you agreed.
- Learnings: what worked and what did not.
- Next month: your priorities and anything you need from your mentor.
Worked example
Writing the summary
Summary: published all 12 posts, launched the signup pop-up two weeks late and replied to every review within a day.
Learning: the signup pop-up added most subscribers in its first week, so we should place it earlier next month.
Next month: three priorities and one thing I need from my mentor.
Result to look for: a report your mentor can read in two minutes and reply to with feedback.
3 Study an example
Example scenario
A one-page report lists the month's goals, shows the numbers beside each, explains one thing that did not work and why, and states the next three priorities. The mentor reads it in two minutes and replies with feedback instead of questions.
4 Apply it and download
- Write your summary in three lines.
- Add the numbers that matter for your goals.
- Complete the monthly report template.
Worksheet Monthly progress report templateOpen, print or save as PDF