Programme, procurement and handover

Progress reporting to a managing agent

A weekly progress report with photographs laid out next to a laptop on a site desk.

An agent managing a block or portfolio on behalf of a freeholder or client needs to know what is happening without having to chase it. We agree a reporting rhythm at the outset — how often, in what format, and who it goes to — rather than leaving updates to chance.

Questions we are asked about this

How often will we get an update?

Whatever frequency and format suit you — we confirm this before the job starts rather than assuming.

Will you tell us about delays as soon as they happen?

Yes, anything affecting the programme is raised immediately, separate from the routine update.

Do updates include photographs?

Yes, photographic evidence of completed sections is standard in our reporting to agents.

What a typical update includes

Progress against programme, anything found that was not visible at survey, and photographic evidence of completed sections are the backbone of a useful update. We keep it factual and specific rather than a general statement that the job is 'going well'.

  • Progress measured against the agreed programme, not a vague estimate
  • Photographs of completed sections included as evidence
  • Any issue or delay flagged as soon as it is known, not at the next scheduled update
A managing agent reviewing a photographic update on a tablet on site.

Agreeing frequency before the job starts

Some contracts need a weekly written update, others suit a call at agreed milestones. We confirm which the agent wants before mobilisation so nobody is chasing a report that was never expected in that form.

Escalating outside the normal rhythm

Anything that affects resident access, the programme end date, or budget is raised immediately rather than held for the next scheduled report. Routine progress can wait for the normal update; anything that changes the picture cannot.

How we work on this

  • We agree reporting frequency and format with the agent before mobilisation, not after.
  • Updates include photographic evidence of completed work, not just a written summary.
  • Programme-affecting issues are escalated immediately, outside the normal reporting rhythm.

Tell us how your existing contracts are reported and we will match that format for consistency.

Good reporting to an agent is agreed up front and kept factual, with anything urgent escalated outside the normal rhythm.

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