GlobalAdmin.ai Weekly Managed VA Report Template

Use this editable RTF version as a Word or Google Docs recurring review document. Keep protected records, credentials, and private client data inside approved systems.

Report Header
Reporting period:
Client:
Assistant / team:
Delivery owner:
Prepared date:

1. Summary
- Main work completed:
- Overall status:
- Biggest blocker:
- Recommended next action:

2. Completed Work
Workflow:
Volume:
Evidence link or system:
Status:

3. Accepted Work
- Items accepted:
- Acceptance criteria used:
- Notes from client review:

4. QA And Rework
- Sample reviewed:
- Issues found:
- Corrections made:
- SOP changes needed:

5. Pending Approvals
Item:
Owner:
Due date:
Status:

6. Example Completed Row
Item: Approve executive-assistance reply template
Owner: Client owner
Due date: Friday
Status: Waiting on approval

7. Blockers
- Missing access:
- Missing decision:
- Scope question:
- Data or security concern:

8. Next Actions
Action:
Owner:
Due date:
Status:

9. Scope Watch
- New requested work:
- Work that should remain with the client:
- Risk or approval changes:
- Suggested SOP update: