Build a report that keeps donors close and support strong
We’ve supported teams at organizations like:
The simple system that helps nonprofit teams plan and finish annual reports without the overwhelm
Turn impact data into a story your donors will feel, stay organized, and hit every deadline without hiring a designer or spending weeks figuring it all out.
If you’re still doing this…
Chasing team members for updates & approvals.
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Staring at multiple docs and wondering, “Where do we even start?”
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Rushing last minute to pull something together for donors and board members.
You’re not alone! Most nonprofit teams struggle with annual reports because they don’t have a clear plan or process.
Good news: You don’t have to do it the hard way anymore.
Introducing the Annual Report Planner
Your proven system for planning, organizing, and finishing your annual report without the stress or confusion.
✅ Plan Your Content: Stay organized with a yearly overview and structured content prompts.
✅ Get Team Buy-In: Assign tasks and deadlines so nothing slips through the cracks.
✅ Finish Faster: AI-powered prompts and smart workflows save you hours.
✅ Wow Donors: Turn your impact into a polished, story-driven report you’re proud to share.
✅ Track What Matters: Measure year-over-year progress with space to outline key metrics and reflect on results.
Here’s everything you get inside
Join Olivia, our Founder & Creative Director, for a quick tour.
Annual Report Planning System
A step-by-step roadmap for organizing your content and staying on track.
Editable Content Templates & AI Prompts
Overcome blank page syndrome and create compelling stories.
Creative Report Inspiration Guide
Spark new ideas with examples of story-driven reports.
Team Alignment Schedule & Task Tracker
Keep your team on the same page and avoid delays.
Have questions?
We’ve got answers.
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Perfect for anyone who wants to save time, reduce stress, and create a report that inspires.
First-Time Report Creators: Step-by-step guidance to make your debut report a success.
Busy Teams: Manage contributors and deadlines with ease.
Budget-Conscious Nonprofits: A professional solution without expensive tools or consultants.
Small But Mighty Teams: Streamline your process and focus on what matters.
Mission-Driven Leaders: Tell your story, showcase your impact, and stay organized.
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You’ll get instant access right after checkout, plus a link in your email so you can come back to it anytime.
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Nope! It’s all built in Google Sheets. If you can open a spreadsheet, you’re good to go.
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Yes! The planner helps you stay organized, refine your messaging, and track your progress—even if you're halfway through.
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Absolutely. It’s built with collaboration in mind. You can share the planner with your internal team via Google Drive.
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Due to the digital nature of this planner, all sales are final. But we’ve packed it with everything you need to stay organized, aligned, and on track—so you’re not just buying a spreadsheet, you’re buying clarity. If you have questions before purchasing, reach out anytime!
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Totally fine. You’ll have lifetime access. Buy now at the lower price, and dive in when you’re ready—no pressure.
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Yes! Once you purchase, you’ll automatically get lifetime access to any updates or improvements we make to the planner—no extra cost.
