Annual Reports

I am writing an annual report for a nonprofit, my third time for this group. What makes it relatively easy, I realize, besides knowing the organization, is how they got ready for me:

  • They told me in our initial meeting which activities they want to highlight for the year.
  • They put together a notebook with press releases and media advisories, organized by topic and chronologically within each topic. Since I am paid by the hour by this group, their prep work not only made my job easier, but also saved them money.
  • They worked backwards from their desired release date to develop deadlines for the draft and revisions.

Maybe you are not in such a fortunate situation. You have to write the 2007 annual report and have no idea where to start. My suggestions:

  1. First think of the main highlight or two you want to emphasize. What do you want people to know about what your organization accomplished this past year?
  2. How can you support your main messages? Don’t feel obliged to relate every activity and event–just the ones that are important to the message.
  3. Much as I press for well-written reports, I recognize the power of the visual. Put out the call for photos and other graphics. If you don’t have any, my own opinion is that well-designed text, white space, charts, etc. are better than stock photos, but you may differ.
  4. Make a resolution to start gathering materials now for the 2008 report. Just start a file into which you can put hard copies or notes to yourself, and be conscious of the need for photos.
  5. Feel free to contact me with any questions.
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