Impact Report Template

Annual impact report: leadership letter, year in numbers, outcomes vs baseline and target, consented stories, finances

非営利フルimpact report更新 2026/10/20

使い方: Use it to report a year's results to donors, partners and the public. Gather and verify the indicator data and accounts first, then write the narrative. Main pitfall: reporting only outputs and hiding missed targets; show baseline, target and actual side by side.

プレビュー

Impact Report [YYYY]: [Organisation name]

An annual impact report for donors, partners, the communities served and the public: leadership letter, mission, the year in numbers, programme outcomes measured against baselines and targets, consented stories, methodology and data quality, financial summary, acknowledgements and lessons for next year. Based on common nonprofit impact-reporting practice. It is a reporting format, not financial, legal or accounting advice; financial figures must match your audited or reviewed accounts and any regulator filings. Replace every [bracketed] value and every passage marked Example.

Document control

Field	Value
Document ID	[IMP-REP-YYYY]
Organisation	[Legal name, registration number]
Reporting period	YYYY-MM-DD to YYYY-MM-DD
Version	[0.1]
Status	[Draft / In review / Approved / Published]
Owner	[@impact-lead]
Contributors	[@programme-leads, @finance, @communications]
Approvers	[@executive-director, @board-chair]
Financial basis	[Audited / Independently reviewed / Unaudited management accounts]
Last updated	YYYY-MM-DD
Classification	[Public]

Approvals

Role	Name	Decision	Date
Executive director	[@name]	[Approved]	YYYY-MM-DD
Finance lead	[@name]	[Figures verified]	YYYY-MM-DD
Board chair or committee	[@name]	[Approved for publication]	YYYY-MM-DD

Letter from leadership
Our mission
The year in numbers
Programmes and outcomes
Stories of change
Methodology and data quality
Financial summary
Partners and donors
Lessons and the year ahead
Governance and accountability
Appendix A: Indicator reference sheet
Appendix B: Glossary

1. Letter from leadership

Dear friends and partners,

[Example: This year we reached more families than ever, and we learned that reaching them is not the same as changing outcomes for them. Our reading programme expanded from 80 to 120 schools, and the share of year 3 pupils reading at the national benchmark rose from 58% to 66%. That is real progress, but short of the 70% we set ourselves.]

[Example: We also faced a hard year for funding: two long-term grants ended, and we reduced central costs to protect programme delivery. In the year ahead we will focus on coaching quality in the schools where results lagged, and on building a broader base of individual donors.]

[Example: Thank you to the teachers, parents, volunteers, partners and donors who made this work possible.]

[Name], Executive Director [Name], Board Chair

2. Our mission

Mission: [Example: Every child in [Region] reads with confidence by age nine.]
Vision: [Example: Communities where learning starts at home and continues for life.]
How we work: [Example: We train and coach teachers, put books in classrooms and homes, and support parents to read with their children. See our theory of change: [link].]
Where we work: [Example: 3 districts, 120 schools, [N] communities]

3. The year in numbers

Measure	This year	Last year	Type
Example: Schools supported	120	80	Output
Example: Teachers trained and coached	480	310	Output
Example: Books distributed	52,000	30,500	Output
Example: Families in parent sessions	5,400	3,100	Output
Example: Year 3 pupils at reading benchmark	66%	58%	Outcome
Example: Lessons using structured method (observed)	61%	34%	Outcome
Example: Total expenditure	$1,240,000	$1,080,000	Finance
Example: Programme share of expenditure	81%	78%	Finance
[Measure]	[N]	[N]	[Type]

4. Programmes and outcomes

4.1 [Programme A: Example: Teacher training and coaching]

[Example: Five-day initial training followed by monthly classroom coaching for teachers of years 1 to 3.]

Indicator	Baseline (YYYY)	Target	Actual	Status
Example: % of observed lessons using structured method	8%	60%	61%	Met
Example: Coaching visits completed vs planned	n/a	90%	74%	Not met
Example: Teachers retained in programme schools	88%	90%	91%	Met

Variance explanation: [Example: Coaching visits fell short in the rainy season when 30 schools were unreachable for six weeks; we are piloting phone-based coaching for those months.]

4.2 [Programme B: Example: Books and libraries]

[Short description.]

Indicator	Baseline (YYYY)	Target	Actual	Status
Example: Books borrowed per child per month	0.3	3.0	3.4	Met
Example: Schools with functioning library corner	12%	90%	95%	Met

Variance explanation: [Explanation].

4.3 [Programme C: Example: Family reading]

[Short description.]

Indicator	Baseline (YYYY)	Target	Actual	Status
Example: % of parents reading or storytelling weekly	21%	45%	39%	Partly met
Example: Sessions held in local language	n/a	100%	100%	Met

Variance explanation: [Explanation].

4.4 Overall outcome

Goal indicator	Baseline	Target	Actual	Source
Example: % of year 3 pupils at national reading benchmark	58%	70%	66%	National assessment, YYYY

Contribution, not attribution: [Example: other actors, including a national curriculum reform, also influenced results; our comparison with non-programme schools in the same districts (52% to 55%) suggests our work contributed a meaningful part of the change.]

5. Stories of change

All stories are shared with the informed consent of the people involved. Names marked with an asterisk have been changed.

5.1 [Story title: Example: "Now I teach the sounds first"]

[Example: Grace*, a year 2 teacher with 61 pupils, used to start with whole words. After training and four coaching visits she now begins each lesson with five minutes of letter sounds. By the end of the year, 40 of her pupils could read a short paragraph, up from 12 at the start.]

Consent reference: [CONSENT-YYYY-014], obtained YYYY-MM-DD.

5.2 [Story title]

[Story text, 100 to 200 words, with one specific detail and one result.]

Consent reference: [CONSENT-YYYY-NNN], obtained YYYY-MM-DD.

6. Methodology and data quality

Indicator	Method	Sample	Collected by	Limitations
Example: Reading benchmark	National assessment results for programme schools	All year 3 pupils, n = 6,820	Ministry of Education	Comparison schools not randomly selected
Example: Structured method use	Classroom observation with standard tool	360 lessons, random visit schedule	Trained programme staff	Observer presence may change behaviour
Example: Parent reading	Household survey	600 households, stratified random sample	Independent enumerators	Self-reported
[Indicator]	[Method]	[Sample]	[Who]	[Limitations]

Data protection: [Example: personal data is collected with consent, stored encrypted, accessed only by named staff and reported only in aggregate, in line with applicable data protection law].
Verification: [Example: an external evaluator reviewed the observation data for 20% of schools].
Changes from last year: [Example: new observation tool; results are not directly comparable for that indicator].
Safeguarding: [Example: all staff collecting data with children completed safeguarding training].

7. Financial summary

Basis: [Audited / Reviewed / Unaudited] accounts for the year ended YYYY-MM-DD. Full statements: [link].

7.1 Income

Source	Amount	Share
Example: Foundations and trusts	$640,000	50%
Example: Institutional and government grants	$320,000	25%
Example: Individual donors	$192,000	15%
Example: Corporate partners	$89,600	7%
Example: Earned income and other	$38,400	3%
Total income	$1,280,000	100%

7.2 Expenditure

Category	Amount	Share
Example: Programme: teacher training and coaching	$520,800	42%
Example: Programme: books and libraries	$297,600	24%
Example: Programme: family reading	$186,000	15%
Example: Fundraising	$111,600	9%
Example: Management and administration	$124,000	10%
Total expenditure	$1,240,000	100%

Net result for the year: [Example: surplus of $40,000, added to reserves]. Reserves at year end: [*Example:*$ 310,000, about 3 months of operating costs; policy target 3 to 6 months].

8. Partners and donors

We thank everyone who made this year's work possible.

Type	Names
Delivery partners	[Example: District education offices of [A], [B] and [C]]
Foundations and trusts	[Names, with permission]
Institutional funders	[Names]
Corporate partners	[Names]
Individual donors	[Example: 1,420 individual donors, including [N] monthly givers; names listed with permission at [link]]
Volunteers	[Example: 230 community volunteers gave about 9,800 hours]

Anonymous donors: [Example: we also thank the donors who asked not to be named].

9. Lessons and the year ahead

9.1 Lessons learned

Lesson	Evidence	What we will change
Example: Coaching quality matters more than training days	Schools with 8+ coaching visits improved twice as much	Reallocate budget from initial training to coaching
Example: Fathers rarely attend daytime sessions	Attendance data: 9% fathers	Pilot evening and weekend sessions
[Lesson]	[Evidence]	[Change]

9.2 Priorities and targets for next year

Priority	Target	By
Example: Raise benchmark rate	72% of year 3 pupils	YYYY-MM-DD
Example: Complete coaching visits	90% of planned visits	YYYY-MM-DD
Example: Diversify income	Individual giving to 20% of income	YYYY-MM-DD
[Priority]	[Target]	YYYY-MM-DD

Contact: [Name, role, email]. Registered office: [address]. Registration: [charity or nonprofit number].

10. Governance and accountability

Readers can hold us to account through the following structures and documents.

Area	How we manage it	Where to find more
Example: Board oversight	Board of 9 trustees meets quarterly; finance and safeguarding committees	[Board list link]
Example: Financial controls	Annual independent audit; dual authorisation for payments above $5,000	[Audited accounts link]
Example: Safeguarding	Designated lead; incidents reported to board each quarter; [N] concerns raised and handled this year	[Policy link]
Example: Data protection	Privacy notice; data protection lead; no breaches reported this year	[Privacy notice link]
Example: Complaints and feedback	Community feedback line and email; [N] complaints received, all answered within 15 days	[Feedback page]
Example: Participant voice	Parent representatives sit on the programme advisory group	[Link]

Regulatory filings: [Example: annual return filed with [regulator] on YYYY-MM-DD; registration number [N]].

Appendix A: Indicator reference sheet

Each indicator reported in sections 3 and 4 is defined below.

Indicator	Definition	Numerator / denominator	Disaggregation	Owner
Example: Year 3 pupils at reading benchmark	Pupils scoring at or above the national benchmark on the year 3 reading assessment	Pupils at benchmark / pupils assessed	Sex, school, disability status	M&E lead
Example: Structured method use	Observed lessons scoring at least 3 of 4 on the observation tool	Qualifying lessons / lessons observed	District, teacher years of experience	M&E lead
Example: Weekly shared reading	Parents reporting reading or storytelling with the child at least once in the past 7 days	Yes answers / respondents	Sex of parent, literacy level	M&E lead
Example: Programme share of expenditure	Programme costs as a share of total expenditure, per audited accounts	Programme costs / total expenditure	Programme	Finance lead

Appendix B: Glossary

Term	Meaning in this report
Output	A direct product of our activities, such as teachers trained or books distributed
Outcome	A change for people as a result of activities, such as improved reading
Baseline	The value of an indicator before the programme started or at the start of the period
Target	The value we committed to reach by a stated date
Benchmark	The national reading standard for year 3 set by the education ministry
Contribution	Our share in a change that several actors influence, as opposed to sole attribution
Restricted funds	Donations or grants that may only be spent on a specified purpose
Reserves	Unrestricted funds held to manage risk and continuity

Revision history

Version	Date	Author	Change summary
0.1	YYYY-MM-DD	[@name]	First draft with programme data
0.2	YYYY-MM-DD	[@name]	Example: Financial figures reconciled with audited accounts
1.0	YYYY-MM-DD	[@name]	Example: Approved by board and published

Standard and licence note

Based on common nonprofit impact-reporting practice (outputs and outcomes against baseline and target, contribution analysis, consented storytelling and transparent methodology). This is a reporting format, not financial, legal or accounting advice; follow your regulator's and funders' reporting requirements. Template licence: MIT.