Project Delivery Board Template for Agencies
A practical framework you can reuse. Adjust for your niche and sales motion.
This is a minimal “delivery board” structure that works across many agency teams. The goal is clarity: who owns what, what’s blocked, and what the client needs to approve.
Next steps
Statuses (keep this fixed)
- Backlog (not started)
- Ready (scoped + assigned)
- In progress
- Needs review (internal)
- Needs client (approval / input)
- Done
Core columns (8 is enough)
- Client
- Project
- Owner
- Priority (P1/P2/P3)
- Due date
- Next checkpoint (the next visible milestone)
- Blocked? (yes/no + reason)
- Client-facing? (yes/no)
Weekly ops routine (30 minutes)
- Sort by Due date, scan what’s at risk.
- Clear “Blocked” items or re-scope.
- Move “Needs client” items into a single client update.
- Archive finished work (don’t let the board rot).
Next: pick the tool
Now open the project management guide and use the decision helper to match your workflow and reporting needs.
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Recommended tool
If you want a simple board tool that stays lightweight, try Plaky.
More context: Best simple PM tools for agencies.