Nafuna Africa
SOP: Daily Project Updates & Client Communication

SOP for SOP: Daily Project Updates & Client Communication

SOP: Daily Project Updates & Client Communication

Status: DRAFT (V1.0)

Last Updated: 2025-12-22
Owner: Nqobizitha Mlilo

🎯 Goal

To ensure high-touch client service by providing consistent, daily updates on active projects. This builds trust and keeps clients informed without them having to ask for progress.

📋 Update Components

A daily project update should include:

  1. Status Summary: What happened today (e.g., "Files downloaded and audited").
  2. Visual Progress: Attachments or links to screenshots, WIP renders, or UI mockups.
  3. Next Steps: What the team is focusing on for the next 24 hours.
  4. Admin/Finance (If needed): Separate mention of any pending invoices or receipts.

🔄 Execution Workflow

1. Data Capture (Internal)

  • Directus: Add a message to the os_project_updates collection for the specific project.
  • Tasks: Update the corresponding entry in os_tasks. Ensure tasks intended for the client are marked is_visible_to_client = true.

2. Client Handoff (Gmail/Directus)

  • Email: Send a personalized email for major milestones or daily briefings.
  • Separate Admin Communication: Always send financial documents (Receipts, Proposals) in a separate email thread from creative updates to keep the conversation focused.

3. Handoff Criteria

  • File Audit: Confirm files are manageable, complete, and formatted correctly.
  • UI/UX: Share mockups via Figma or direct screenshots for feedback.

📈 Standard for "Nafuna Updates"

  • Tone: Professional, proactive, and creative-focused.
  • Clarity: Avoid technical jargon that the client may not understand.
  • Frequency: Daily for active production phases.
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