90-day reports are crucial for fostering transparency, alignment, and strategic planning with clients. These reports serve multiple key purposes:
Showcase Value: Highlight the accomplishments of the past 90 days through impactful statistics, project summaries, and client testimonials, demonstrating the return on investment to key stakeholders such as CEOs, financial directors, and board members.
Strategic Vision: Use the report to propose future projects, align with clients’ budgetary priorities, and maintain momentum in the project pipeline. This positions Designity as a proactive partner invested in the client’s long-term success.
Engage Stakeholders: Tailor the content to inform and excite all relevant stakeholders, ensuring clear communication of Designity’s impact. A Loom video overview adds a personal touch, connecting with the audience and emphasizing wins.
Support Decision-Making: By aligning with financial discussions and showcasing progress, these reports keep Designity top-of-mind and help prevent cancellations while reinforcing the social impact of the client’s investment.
Score Calculation
For each performance pillar, we ask several questions during feedback reviews. You can score up to 10 points for each question. We then calculate the average score for that pillar and multiply it by 10, giving a maximum score of 100 for that pillar in that specific review. All the feedback scores are then averaged to give you the Total Pillar Score, which you see in your portal.
Types of reviews where your Client Reports skills are rated:
Quality Assurance (QA) Checks
Client Reviews
The weight of this score is x2.
Sources for this score
QA Checks Questions
Were the slides of the 90-day report well put together?
Do the number of deliverables, requests and creatives seem appropriate for the client needs and plan?
Was the 90 day report submitted on-time?
Were the number of projects included in the 90 day report adequate for the clients plan?
Were the number of deliverables/assets included in the 90 day report adequate for the clients plan?
Were the screenshots nicely assembled in the layout and clearly visible for the Report?
Was the quality of the 90 Day Report presentation adequate?
Does the CD make strategic recommendations for future projects?
How overdue was the report?
Client Review Questions
How clients rated the value they get from the 90-Day Report
Designity Courses
Additional Resources
90 Day Report Template Miroboard by Natalie -04/2024
How to use the Report Maker by Natalie - 05/2024
Workshop: ROI and 90-Day Reports by Joseph - 04/2024
Great Example of a 90-Day PDF Report by Matthew - 05/2024
Great Example of 90-Day Loom Report by Vanessa -05/2024