Providing A Final Update

Once your program period has ended, follow the steps below to provide final updates to your initial forecasts.

1. Log into your True Impact account.
2. Find the report with a final update due on your To-Do page and click into it.
3. Once in the final update module, click "Leg's go!"
4. Program info:
   1. If needed, you can make any updates to your description, dates, and location. Changes here are not required and are very likely accurate as is, so if that's the case, simply click "Done with changes" to move forward.
5. Final results:
   1. Now you will see a full view of the impact model and forecasts you originally created. In the "final results" column on the right-hand side, please provide the final results for each indicator. 
      1. For example, if you forecasted that you'd reach 100 people but you actually reached 92, you'd enter "92" in the final results box.
   2. If needed, you can update the indicator description and/or measurement type by clicking on the pencil icon next to the section. Be sure to click “Save” if you make edits here. 
   3. If you are finding that you need to make even more changes to your model besides just the final results, indicator definition, and measurement type, there's a link at the bottom labeled "Need to make changes to your Impact Model?" -- please note that this will prompt you to update your full model and will take more time than simply updating your original forecasts.
   4. Once done, click "Done with changes" to move forward.
6. Beneficiaries:
   1. If any of the demographic percentages or categories changed since your initial forecast, you can update by clicking "Make changes".
   2. Once done, click "Done with changes" to move forward.
7. Narrative:
   1. You will be prompted to upload a photo, add a story title, and a story/highlight from your work to add narrative to your final report.
   2. Next, you can share the lessons learned from this program period. Please classify the lesson or advice category and add a few sentences of the lessons learned.
   3. Once done, click "Save & Continue."
8. Budget:
   1. In the right-hand column titled "Actual", please include your final budget totals for the program period you are reporting on.
   2. Once done, click "Done with changes" to move forward.
9. Once you feel content with your final updates, click "Lock & Finalize Report" to mark it as finalized and flag for your donor that you are all set! 

If you have any questions about this process, do not hesitate to reach out to our team for additional support at support@trueimpact.com