Annual Report Writing

Posted by
Alexis R.

Director of Operations

Posted Date
Feb 6, 2019
Location
Virtual volunteer opportunity
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1 application submitted

Impact statement
This project will save us $9,148 , allowing us to provide required in-kind match for our Cumberland Co. Healthy Communities grant, and would scholarship 20 students to attend 1-week of Camp YEY leadership camp.

Project Details

What We Need
  • Clear and effective copy for an annual report that illustrates the Organization’s successes and plans for growth (e.g., descriptions of programs, allocation of funds, and recognition of donors and volunteers)
  • Blueprint of the structure for the annual report, including optimal content, length, and style
Additional Details

Our last annual report was for the period 2010-2014. We would like to feature data from 2015-2018 for our next report, and to provide "what is happening to date" for 2019.

What We Have In Place
  • We currently have annual audits through 2017 and leadership team commitment., which should make it easy for you to get started. We also have leadership compiling other prerequisite material, and the ability to provide any other information you need.
How This Will Help

We recently completed a strategic planning exercise which revealed that one of our weaknesses is how we are perceived in the communities we serve. It is important for us to collaborate with community partners, since we are funded, in part, to provide community coalitions. An annual report to share with our partners and the community is vital to improving perceptions and expanding our reach in to the communities we serve.

Project may require a short interview with the organization.

Project Plan

P
Prep: Distribution of Materials
  • Volunteer Manager delivers relevant information such as the Organization's mission, vision, and key messages, profiles of individuals or communities served, previous annual reports, and stories of impact
  • Volunteer Manager shares the previous year's statistics, financial statements, significant accomplishments and stories of impact, awards received, new and noteworthy grants, as well as the complete list of supporters (including names and donor levels)
  • Professional reviews prep materials, identifies any information gaps, and requests additional information or clarification (as needed)
1
Milestone 1: Brainstorm & Planning
  • Professional and Volunteer Manager connect to discuss prep materials, overall goals, and desired tone and style for the annual report
  • Professional and Volunteer Manager brainstorm key messages, themes, and content, and determine the timeframe for draft and final product delivery
2
Milestone 2: Annual Report Outline
  • Professional creates the outline for the annual report and submits to the Volunteer Manager for review
  • Volunteer Manager reviews outline and provides feedback
  • Professional incorporates feedback and creates final draft of the annual report outline
3
Milestone 3: Final Annual Report
  • Professional writes first draft of the content for the report and submits to the volunteer manager for review
  • Volunteer Manager reviews the content and provides feedback
  • Professional incorporates feedback and creates final draft of the content
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About The Org

Our Mission

The Southwest Council, Inc. is a private non-profit agency dedicated to providing substance abuse services to the Counties of Cumberland, Gloucester and Salem.

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