report audit
Annual Report BELIEF Audit™
Your annual report shapes how people see you. This audit makes sure it’s working for you, not against you.
Now booking Q1 projects. Availability is limited.
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Is your annual report building belief… or quietly costing you trust?
Most nonprofits produce an annual report because they’re supposed to. Very few stop to ask:
→ Is this strengthening donor confidence or creating doubt?
→ Does it reflect your true level of impact?
→ Is it inspiring future giving or being skimmed and forgotten?
→ Or is it just checking a box?
We review your report for credibility, narrative flow, and overall strength—so you can see what’s building belief and what’s leaking it.
This is for nonprofits that don’t want to guess
What you can expect
Then I step away and conduct a structured review using our BELIEF by Design™ framework. This is an independent evaluation of how your report is performing—in its format, its design, and the way donors experience it.
Within two days, we meet again for a focused 60-minute walkthrough. I present the findings, explain where belief is building (and where it’s leaking), and answer your questions in real time.
After the session, you receive a recap deck outlining priorities and next steps.
What you’ll walk away with
Hi! I'm Olivia Wheeler, Creative Director & Founder of Acton Circle.
For 12+ years, I’ve partnered with nonprofits to design reports that help people understand the work and believe in it. I’ve seen strong organizations undersell their impact simply because no one stepped back to assess the story.
The Annual Report BELIEF Audit™ gives you access to our strategic lens, so you can see clearly what’s working and what needs to evolve.
What happens after the Annual Report BELIEF Audit™
You’ll leave with clear takeaways and a priority action list. From there, you choose how to apply them:
Option 1: Implement Internally
Refine your report in-house using the priorities from our session.
Option 2: Strengthen with the Annual Report Template Kit
Apply your takeaways inside a ready-to-use layout designed for DIY teams.
Option 3: Go Deeper with a Full Annual Report Design Intensive
Partner with Acton Circle to execute the strategy and redesign your report.
Spot the gaps before they cost you
You end up with something that feels “fine,” but doesn’t move the needle.
The BELIEF Audit™ helps you avoid that.
Now booking Q1 projects. Availability is limited.
Have questions about the Annual Report BELIEF Audit™? We’ve got answers.
Do we need a draft or recent report?
Yes. The audit is most valuable when we can review a completed or in-progress annual or impact report.
Do we need to attend both sessions live?
Yes. The audit is collaborative and designed to create clarity through conversation.
What should we send ahead of time?
Your report (PDF), your goals, your audience, and any specific concerns.
What happens after the audit?
You’ll receive a recap deck and priority action list. From there, you can refine internally, use the Template Kit, or move forward with a full Annual Report Design Intensive.
How much time should we expect to commit?
Plan for a 30-minute context call, a 60-minute audit walkthrough, and a few minutes to gather materials beforehand. The full process is typically completed within one week.
