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:
- 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.
- Investment amounts for each program being asked to report.
- A donor contact to support reporting questions (i.e. investment amounts, new nonprofit contacts).
- Clear reporting timeline with options for extensions clarified with True Impact account manager prior to the launch.
- 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.
- 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:
- Clarity on the program including program activities, report period, and program goals.
- Point of contact for each report, all with access to their organization's True Impact account.
- Clarity on how the donor's investment should be allocated to individual programs (if the donor's investment is supporting multiple programs).
- Strong internal communication to ensure timely submission of the draft and updated report (once True Impact provides feedback).
- Clarity on reporting timeline including draft due date and updated report due date.
- 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.
