Annual Report Checklist Template Page 2
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6Annual Report
Project Planning
Many elements need to come together to ensure
your Annual Report production runs to schedule.
Our checklist is designed to help CFOs and project
managers develop a project plan for the smooth
delivery of your next annual report.
1
Project team
○
Assign a project manager
○
Map all stakeholders, their roles and
responsibilities
» Executive team for signoff (board members,
management and others)
» Finance team
» Auditors
» Internal resources for producing content
» External resources - appoint designers,
photographers, content writers, and printers
2
Set up timelines
○
Work backwards from the distribution date
- this may be set by your AGM
○
Check all stakeholder’s annual leave plans
○
Allow time for approvals
○
Book printers and set quantities. Consult on
printing process and timeline.
○
Book distribution - set delivery timelines, labelling
requirements, packaging (shrink wrap, envelopes)
3
Define Processes
○
Who needs to approve specific elements?
○
Version control - how will you cope with multiple
edits or conflicts between stakeholders?
○
Processes for late and great ideas for new content
○
Final signoff
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Parent category: Business