Annual Report

Is this approach right for you?

NOT THE RIGHT FIT IF

You need a highly technical research evaluation. An annual report is designed to communicate clearly to a broad audience, not serve as a rigorous academic study.

BEST FIT FOR

You want a polished, shareable document that captures your program's work in numbers and stories. Ideal when you need something credible to give to funders, partners, or leadership at the close of a grant year or funding period.

What you’ll have

A professionally designed annual report documenting program reach, participant outcomes, highlights, and lessons learned, plus a slide deck for stakeholder meetings and funder presentations.

What the vendor does

  • Defines scope and develops a simple logic model

  • Analyzes quantitative program data and outcomes

  • Conducts staff, participant, and partner interviews or focus groups

  • Produces a polished annual report and presentation slide deck

Your team’s role

Requires data access, staff interviews or focus groups, and participation in working sessions. Budget time upfront to gather records and coordinate interviews.

  • Provides access to program data, records, and outcome measures

  • Facilitates staff and stakeholder interviews or focus groups

  • Participates in working sessions to refine priorities

  • Reviews drafts for accuracy and completeness

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Client Point-in-Time Needs Assessment

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Case Study or Lessons-Learned Brief