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Stay organized with a yearly overview and structured content prompts.
Assign tasks and deadlines so nothing slips through the cracks.
Turn your impact into a polished, story-driven report you’re proud to share.
Measure year-over-year progress with space to reflect on results.
Join Olivia, our Founder & Creative Director, for a quick tour.
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! 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 that's true-to-you, our Annual Report Design Intensives are built for exactly that.
