A simple planning system that helps community-focused nonprofit teams get their story in order, organize their data, and decide the smartest path forward before bringing in a design partner.
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Built to help nonprofit teams get clear and focused before production begins—so design, approvals, and timelines don’t derail later.
Chasing team members for updates & approvals.
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Staring at multiple docs and wondering when
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Rushing last minute to pull something together for donors and board members.
Most nonprofit teams struggle with annual reports for one of two reasons: they're winging it without a plan, or they're stuck in a slow, clunky process that wasn't built for design or efficiency.
You don't have to do either anymore.
A proven and practical system to keep your team aligned and your message clear.
Plan Your Content: Stay organized with a yearly overview and structured content prompts.
Get Team Buy-In: Assign tasks and deadlines so nothing slips through the cracks.
Finish Faster: AI-powered prompts and smart workflows save you hours.
Wow Donors: Turn your impact into a polished, story-driven report you’re proud to share.
Track What Matters: Measure year-over-year progress with space to outline key metrics and reflect on results.
Quick heads up: This planner is your foundation—it gets you organized and ready. Now, if your team's stretched thin on time, capacity, or design expertise (which, let's be honest, most are), this becomes step one before you hand things off for professional design.
Join Olivia, Founder & Creative Director of Acton Circle, for a quick walkthrough of how nonprofit teams use this planner to prepare for successful annual reports.
Perfect for anyone who wants to save time, reduce stress, and create a report that inspires.
This planner is especially helpful if you’re planning an annual report in the next 3–6 months and want to understand what’s involved before deciding whether to DIY or partner with a designer.
You’ll get instant access via your email right after submitting your email and name in the form.
Nope! It’s all built in Google Sheets. If you can open a spreadsheet, you’re good to go.
Yes! The planner helps you stay organized, refine your messaging, and track your progress—even if you're halfway through.
Absolutely. It’s built with collaboration in mind. You can share the planner with your internal team via Google Drive.
Many teams download the planner early, then return to it once timelines and priorities are clearer.
Yes! Once you purchase, you’ll automatically get lifetime access to any updates or improvements we make to the planner.
That’s completely normal. Many teams use the planner to get clear on their content and priorities, then hand the execution off to a design partner, like us. If you decide you’d like support turning your plan into a donor-ready report, our Annual Report Design Intensives are built for exactly that.
Acton Circle is a design studio specializing in annual reports. We help nonprofits and foundations strengthening communities turn complex work into donor-ready materials that build belief, drive engagement, and work year-round.
