What Goes Into an Annual Report?

Does your organization do an annual report?  Impact works with several nonprofits on their annual reports each year, and we thought it might be helpful to others if we broke down our process for partnering on creating an annual report.

Impact generally commits to:

  1. Hold a creative meeting to outline and help staff zero in on content.
  2. Review all background materials provided by the organization’s staff.
  3. Create an outline and brief timeline for the project.
  4. Conduct 3-5 interviews with program staff and/or stakeholders to understand the organization’s work and identify good stories.
  5. Draft copy.
  6. Include photo suggestions, design suggestions, captions, graphics, as we deem necessary.
  7. Provide up to two rounds of editing to incorporate staff feedback.
  8. Participate in early meeting with designer.
  9. Provide ongoing design feedback as requested by the organization.

For the past three years this is roughly what our process has looked like as we’ve worked to help Global Rights create their annual report.  It’s hot off the presses right now, and it’s looking good, so we’re happy to share it with you here and to pass along our kudos to Global Rights for a job well done.  We’re proud to work with Global Rights and to support their work to ensure human rights thrives today and for generations to come.

Creating an annual report is time-consuming, and it requires a clear plan and excellent communication between nonprofit staff and consultants.  Have you been a part of this process?  What has worked for you?

– Posted by Lisa Swayze

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