Planning & Scheduling
Client Information Sheet
MyPMP
QMS Template
βοΈ
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πΊοΈ Planning & Scheduling
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About the Client Information Sheet template
A Client Information Sheet is a single reference record that captures a client's key contact details, billing information, and project preferences so the delivery team can work without chasing scattered emails. It matters because accurate, centralised client data reduces onboarding delays, prevents invoicing errors, and keeps stakeholder communication consistent across the engagement.
It's part of My QMS, MyPMP's Quality Management System: fill it in online, personalize it with your name and logo, then export a clean, branded PDF. Your work auto-saves in your browser.
When to use a Client Information Sheet
- βΈDuring client onboarding, before kickoff, to establish a shared source of truth
- βΈWhen handing a project between account managers or delivery teams
- βΈAhead of billing setup to confirm PO numbers, tax details, and payment terms
- βΈWhen building a stakeholder or communication plan and you need verified contact roles
What a good Client Information Sheet includes
- βClient organisation name, address, and registration or tax ID
- βPrimary contact plus key roles: sponsor, day-to-day contact, and approver
- βBilling details: PO requirements, payment terms, invoicing address and email
- βCommunication preferences: reporting cadence, preferred channels, meeting times and time zone
- βProject scope reference, contract or SOW number, and start/end dates
- βEscalation path and any access, security, or compliance requirements
What's inside this template
The interactive form above gives you:
Purpose / summaryScope / detailsApproach / bodyDeliverables / outcomesNotes & sign-off
Tips & common mistakes
- π‘Record who approves invoices and changes separately from the day-to-day contact to avoid sign-off bottlenecks
- π‘Note the time zone and working hours to prevent scheduling friction on distributed accounts
- π‘Review and date-stamp the sheet at each phase change; stale contact data is the most common cause of delivery mix-ups
How it works
- 1. Fill it in β type directly into the fields, tables and sections above.
- 2. Brand it β add your organization name and logo with the Branding button.
- 3. Export β print to PDF, or become a member to white-label and sync across devices.
FAQ
What information should a Client Information Sheet capture?οΌ
At minimum: organisation and billing details, named contacts with their roles, communication and reporting preferences, and a reference to the contract or SOW. Adding escalation paths and access requirements makes it useful throughout delivery, not just at onboarding.
Who is responsible for keeping the sheet up to date?οΌ
Usually the account manager or project manager owns it, updating it at each phase gate or whenever a client contact changes. Assigning a single owner prevents conflicting versions across the team.
How is a Client Information Sheet different from a stakeholder register?οΌ
A Client Information Sheet holds administrative and commercial facts about one client account, while a stakeholder register analyses interest, influence, and engagement strategy across all parties. The two complement each other but serve different planning purposes.
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