Annual Report Planner
Annual Report Planner
$ 67.00 USD
The Annual Report Planner gives you the structure, prompts, and editable Google Sheets to stay organized, get buy-in from your team, and actually finish the thing.
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Turn impact data into a story your donors will feel, stay organized, and hit every deadline without hiring a designer or spending weeks figuring it all out.
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.
You’re not alone! Most nonprofit teams struggle with annual reports because they don’t have a clear plan or process. Good news: you don’t have to do it the hard way anymore.
Yearly Overview: Summarize campaigns, events, and wins from the past year
Theme + Impact: Clarify your core message and highlight real-world results
Schedule: Stay on track with a clear list of deadlines and responsibilities
Report Outline: Use a pre-structured blueprint to organize your content
Promotion: Plan how and where you'll share your report
Inspiration: Spark ideas with examples of creative formats and storytelling
Metrics: Track year-over-year performance and outcomes
AI Prompts: Use AI to repurpose content and speed up the process
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.
Join Olivia, our Founder & Creative Director, for a quick tour.
Organize your content, set milestones, and stay on track with a clear, step-by-step roadmap.
Assign tasks, hit deadlines, and keep your team moving together with ease.
Use guided templates and AI-powered prompts to craft strong, story-led content faster.
Get unstuck and re-inspired with real examples of bold, story-first reports that connect and convert.
Five coordinated templates to share your story across print and digital—fast, consistent, and on-brand.
A streamlined case for support and matching one-pager designed to help you share your mission clearly and consistently—online or in print.
Layouts built by experts who understand what moves donors, designed to increase engagement and response.
Pre-arranged sections for stats, stories, and results—making your impact easy to see at a glance.
To get the most out of our templates, we recommend using Canva Pro. It provides essential features like Brand Kit integration for consistent branding and access to premium elements that significantly enhance your customization options.
Non-Canva Pro users can still use the templates, but we can’t guarantee the functionality of the premium fonts and elements included in the kits (Canva Pro is worth it, we promise).
Yes! All design elements are fully customizable. You can easily modify color palettes using Canva’s color picker tool, substitute fonts with others available in Canva (including your organization’s brand fonts with Canva Pro), and replace images by clicking on any placeholder and uploading your own photos.
The templates are designed to work seamlessly with a variety of branding styles while maintaining their professional structure.
Yes, all statistics, charts, and data visualizations are fully editable. Simply click on the text or graphic elements to modify them with your own data.
We offer email support for basic template questions. For Canva-specific functionality questions, Canva’s help center and support team provide excellent resources.
You’ll receive a downloadable PDF via email with Canva links that will auto-copy the designs into your Canva workspace.
These links provide immediate access to all templates in the kit, allowing you to start customizing them right away in your own Canva account.
Still have a question? Reach out to hello@actoncircle.co, we’re happy to help!
Perfect for anyone who wants to save time, reduce stress, and create a report that inspires.
First-Time Report Creators: Step-by-step guidance to make your debut report a success.
Busy Teams: Manage contributors and deadlines with ease.
Budget-Conscious Nonprofits: A professional solution without expensive tools or consultants.
Small But Mighty Teams: Streamline your process and focus on what matters.
Mission-Driven Leaders: Tell your story, showcase your impact, and stay organized.
You’ll get instant access right after checkout, plus a link in your email so you can come back to it anytime.
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.
Due to the digital nature of this planner, all sales are final. But we’ve packed it with everything you need to stay organized, aligned, and on track. If you have questions before purchasing, reach out anytime!
Totally fine. You’ll have lifetime access. Buy now at the lower price, and dive in when you’re ready—no pressure.
Yes! Once you purchase, you’ll automatically get lifetime access to any updates or improvements we make to the planner—no extra cost.
Still have a question? Reach out to hello@actoncircle.co, we’re happy to help!
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.
