Writing a good annual report starts at the beginning
Annual report season doesn't have to be stressful. Thoughtful planning before you start will save you angst later – and produce a well-written annual report people actually read.
Reading time: 4 mins | By Lee Ellwood
With EOFY over, many government entities, NFPs and for-purpose organisations are now focusing on their annual reports. This is a once-a-year opportunity to show people what you’ve achieved – and to influence how they see you.
That’s why writing an annual report has a reputation for being stressful and panic-inducing. No one wants to mess up this key chance to be seen, understood, trusted and funded. And the bigger the organisation, the more complex the report project.
Whether you’re in charge of a corporate annual report or a non-profit one, it’s a key opportunity to make your impact visible. Here are some tips for sidestepping annual report problems from the outset.
Know what you need to achieve
Before you get into the writing or design, get clear on your purpose and audience. Funders and board members, ratepayers or constituents, strategic partners and the public all want different things from the same document. When you know who you're writing for, you can shape the report to reach them.
Also, confirm what needs to be included in an annual report for your organisation. Requirements vary depending on organisation type: charity, company, council or government entity. If you're not sure, check with your governance or compliance officer before you start writing.
Then separate your essential content from your narrative content, so you’re clear on what you have to work with. It’s the story-driven content that makes your report worth reading, while the compliance sections for an annual report – governance, financials and performance – back it up.
Look and learn
Before you start work, revisit last year's annual report. Reviewing what worked, what didn't, and what feedback came in can give you lots of ideas for improvement. Comments from your board, executive team, partners and the public will give you different perspectives to consider.
Also, check out what other organisations are doing well in their annual reports. (If you’re not sure where to find good annual report examples from leading companies, search for sector and industry association awards lists – they’re online and all over socials.)
- Do plain language and clear headings make reading and comprehension quick and easy?
- What central narratives or themes run through them?
- Are the designs spacious and clean, or cluttered and dense?
- What’s your first impression of each report? Why?
Work out a realistic timeline
Most annual report stress comes from underestimating everything that isn’t writing. For a low-stress annual report, we suggest:
- working backwards from the launch or tabling date to determine your project start date
- including time for design, photography, stakeholder sign-off and printing
- adding another 4 weeks, to cover contingencies
- chasing case studies, quotes and permissions earlier than you think you need to
- confirming up front who approves what and in what order.
Communicate your schedule to all stakeholders clearly and firmly – book time in their diaries for their reviews or contributions, if you need to. Vague emails saying ‘I need this in 2 weeks’ are too easy for busy people to overlook.
Government and council reports need very detailed scheduling, because they have fixed tabling or presentation deadlines and strict requirements. If this is you, check out the Australian Government Style Manual’s Reports page for helpful links and advice.
Choose your format(s) early
Print, PDF, web or a combination? Your annual report’s format (or formats) will affect its word count, structure and design schedule. And retrofitting content to a different format instead of designing for it up front will raise both your stress levels and the cost of your annual report.
If you're a government or council writer, accessibility and web content standards will apply to your report. These requirements can influence format decisions, so they’re better factored in now than later.
Find your story before you write it
During this planning phase, identify a narrative theme for the report. This is the story that will run through the whole document, giving your reader a reason to keep going and to care about your work. The narrative is carried as much by case studies, quotes and images as by your statistics and graphs – often, more.
Whether you deliver infrastructure or social change, every organisation has a story, and that narrative is important for reader engagement. The trick is to identify it before you start writing, not halfway through.
Give your report its best chance
This isn’t about perfectionism. Getting your annual report ‘right’ is strategic. It gets this high-profile document read and understood, allowing it to achieve its purpose: showing the world the impact you’re making.
One last tip for reducing annual report stress: consider outsourcing at least some of the work to an external editor. When you have an expert to worry about the language level, cohesion and clear narrative, you’ll be free to manage the project (and those darn stakeholders).
In our next post, we’ll tackle the classic annual report challenge: how to manage multiple contributors and stakeholders while staying sane.
Image credit: Goodluz on Depositphoto, by licence



