The Annual Report Checkpoint
30 questions to ask your team before you create this year’s report, so the donors who gave last year give again.
Get the Checkpoint
30 questions to ask your team before you create this year’s report, so the donors who gave last year give again.
Most nonprofits jump straight into designing their annual report without pausing to ask the harder question: is this actually building belief?
You can have the right pieces (great photos, clean layout, solid impact numbers) and still produce something that informs supporters without moving them.
The gap between "looks good" and "builds trust" is real, and most teams don't catch it until after their report goes live. This checkpoint helps you catch it before.
A 15-page fillable PDF, plus a Google Doc version. Type your answers straight in.
Three sets of 10 questions, split by role. Everyone answers only the ten closest to their own work, which is how you get the stories nobody outside your building has heard.
You also get an email you can copy and send today to get everyone's answers back in five days, and a 60-minute agenda broken down minute by minute.
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Your team is about to kick off annual report season, and you want to get it RIGHT this time.
You've launched reports in the past that looked nice and never got used again after the initial send.
You suspect something's off but can't put your finger on exactly what.
You want your board, donors, partners, and community to feel confident in your org, not just informed about it.
You can't fix a story problem with a new font, or a trust problem with a nicer cover. And "I think it looks good" isn't the same as knowing it works. Most teams find out which one they had about a year too late.
Design that builds belief. For nonprofits expanding access and opportunity where it’s needed most.
