1. Plan and project manage the report’s development, making sure to engage all relevant stakeholders. Ideally one person, consultant or team should coordinate the report’s production.
2. Comply – Include all the elements required to meet your regulatory requirements. More information can be found on the Institute of Chartered Accountants Australia‘s website.
3. Tell your story – Showcase your achievements and use case studies to emphasise the real, day-to-day impact your organisation has on its clients. This demonstrates the organisation’s value as well as its capability to meet the needs of its clients.
4. Thank your stakeholders – Acknowledging your staff (paid and unpaid) and donors and showing them what their investment has meant for your clients will motivate them to continue supporting your organisation – and encourage others to do the same.
5. Talk about the future – Keep your supporters on-board by showing you have a meaningful vision for the future and clear plans for how you will achieve this.
6. Make it an enjoyable read – Yes it is possible! Use simple and concise language, provide easy-to-understand explanations of the financial information provided, triple-check your spelling and grammar and make the report aesthetically pleasing through the use of a good layout, graphs, tables and engaging pictures and captions.

Annual Reports take time and effort but provide a considerable return on investment when done well. Amergin Consulting can help you prepare a professional and polished Annual Report in consultation with your financial team. Contact us to find out more!

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