This project was completed on Jun 13, 2019
Matched with Beth H
Matched with
Beth H.

Annual Report Writing

Posted by
Meghan W.

Director of Policy

Posted Date
Feb 6, 2019
Virtual volunteer opportunity
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Impact statement
This project will save us $9,148 , allowing us to focus more intently on the program work we are doing, advocating in states and at the federal level to drive change for the children and families we work on behalf of.

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

We recently underwent a major organizational restructuring (which affected the structure of our organization and shifted our fiscal year), during which time the annual update was not published. We are looking for new ideas about how to share the most pertinent information, given the extended period of time we are tasked with covering.

What We Have In Place
  • We have a copy of our previous annual report (covering July 1, 2015 through June 30, 2016). Our previous manager developed an outline and guiding questions for our next annual report, which can help organize some of the content that is available (though we are not wedded to following this template). We also have notes on our program activities from July 1, 2016 through December 31, 2017. We have financial statements and a 990 from this period of time as well. We can gather more info on 2018.
How This Will Help

We have recently downsized and do not have any communications or marketing staff to assist with this work. Funding is more critical than ever, and it is essential that we communicate NCLD's work and impact in a way that resonates with our stakeholders, advocates, and donors.

Project Plan

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)
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
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
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 mission of NCLD is to improve the lives of the 1 in 5 children and adults nationwide with learning and attention issues--by empowering parents and young adults, transforming schools and advocating for equal rights and opportunities. We're working to create a society in which every individual possesses the academic, social and emotional skills needed to succeed in school, at work and in life.


Beth was very responsive and took the time to understand our needs!
Meghan Whittaker
Meghan W.

Director of Policy

Annual Report Writing Project

(No testimonial has been submitted by Beth)

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