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Successful Reporting Checklist

On both the donor and nonprofit sides, there are some key ingredients to a sucessful reporting cycle.

For a successful cycle, the donor should have the following in place:
  1. Known contact(s) for each program being asked to report. Ideally this contact is not a high-level organization contact but someone who is more closely involved in the implementation of the program. Contact info should include name and email address.
  2. Investment amounts for each program being asked to report.
  3. A donor contact to support reporting questions (i.e. investment amounts, new nonprofit contacts).
  4. Clear reporting timeline with options for extensions clarified with True Impact account manager prior to the launch.
  5. Clarity on the kind of report you'd like from your grantee: a retrospective report of completed activities and achieved outcomes OR a forecast of anticipated activities and projected outcomes. 
  6. Regular communication with your True Impact account manager to ensure your questions and needs are met. We recommend a half hour call every two weeks.
For a successful cycle, the nonprofit should have the following in place:
  1. Clarity on the program including program activities, report period, and program goals.
  2. Point of contact for each report, all with access to their organization's True Impact account.
  3. Clarity on how the donor's investment should be allocated to individual programs (if the donor's investment is supporting multiple programs). 
  4. Strong internal communication to ensure timely submission of the draft and updated report  (once True Impact provides feedback).
  5. Clarity on reporting timeline including draft due date and updated report due date.
  6. Access to True Impact support including trainings, step by step guidance, measurement resources and the True Impact account manager contact information for one on one support as needed.