start with a plan
Annual Report Planning Session
Your annual report is one of the few places where your work is slowed down long enough to really be seen.
If you’re heading into this year’s report and something feels unsettled— what to focus on, what to leave out, how it should actually resonate—this is where we begin.
You don’t need to have everything figured out before you book. We’ll figure it out together.
This is a good fit if…
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What you can expect from the Annual Report Planning Session
During the session, we’ll talk through what you want this year’s report to do, who it needs to serve, and how it’s currently being used (or honestly… not being used).
We may look at past reports as reference points, to understand what’s working and where there’s room to get more value out of the work you’re already doing.
We’ll also walk through realistic options for developing your report based on your team size and capacity—whether that means sticking with a freelancer, using templates, designing in-house, or partnering with us for a more strategic build.
What you’ll walk away with
Investment
The session runs 1 hour and 15 minutes.
What happens after the session?
Some teams move into a Design Intensive for execution and repurposing support (Design Intensives typically begin at $15k).
Others choose templates, in-house execution, or take the plan and move forward on their own.
If we do continue together, the Planning Session becomes Phase One of our Annual Report Design Intensive and is applied toward the overall cost.
Hi! I'm Olivia Wheeler, Creative Director & Founder of Acton Circle.
For more than 12 years, I’ve worked with community-focused nonprofits and foundations to design annual reports that don’t just document work—they help people understand it and believe in it.
My role here is to help you see your work more clearly and choose a path that fits.
Book the Planning Session
Have a quick question first? Book a free Alignment Call.
Have questions about the Annual Report Planning Session? We’ve got answers.
Do I need to have everything ready before booking?
No. We work with whatever you have right now—past reports, drafts, or rough materials.
What do I actually receive from the session?
This is a working conversation, not a packaged set of deliverables.
You’ll leave with clear direction for your annual report, a short list of priorities, and a practical sense of what makes sense next.
After the session, you’ll receive a brief follow-up email within 24-48 hours summarizing the key decisions and next steps we discussed.
If we continue into a Design Intensive, this session becomes Phase One of that work.
Do you work with smaller nonprofits?
Yes. This session helps determine what level of support actually makes sense. Not every organization needs the same scope.
What if I have a quick question before booking?
You’re welcome to email hello@actoncircle.co. If a short 15 minute chat would be helpful, I’ll suggest it.
What if I need to cancel or reschedule?
This session is reserved specifically for your organization, so I ask that bookings be treated as a firm commitment.
If something truly unavoidable comes up, you’re welcome to reschedule the session once with at least 48 hours’ notice.
The session fee is non-refundable, as the time is held and preparation happens ahead of our call.
What if this isn’t the right fit?
If, after reviewing your intake, it’s clear this session isn’t the right fit, I’ll let you know and issue a full refund. This doesn’t happen often, but it’s important to say out loud.
The goal is for this session to be genuinely helpful, not forced.
