Annual Report Checklist Template Page 3
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Content
Key Messages
Planning
or Themes
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Document headings
Brief designers for first concepts
» Message from the Board
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Identify key projects to showcase
» Executive Director’s Message
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Set a theme and define your key
messages
» Vision / Key Messages
» Committee / Department
Reports
» Community
» Accomplishments
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Plan for visual elements -
diagrams, graphics, processes
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Photography requirements
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Can your data be displayed as an
infographic?
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Financials
Writing
Process
Assignments
(audit etc.)
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Who writes each element?
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Content briefing - be clear on what
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Check with the finance team
each writer needs to include
on their timelines
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Set deadlines
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Is an external audit required?
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Final signoff before design
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Document delivery - Excel
spreadsheets are best
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Parent category: Business