Annual Report Planner

$67.00

The Annual Report Planner gives you the structure, prompts, and editable Google Sheets to stay organized, get buy-in from your team, and actually finish the thing.

✅ Yearly Overview: Summarize campaigns, events, and wins from the past year
✅ Theme + Impact: Clarify your core message and highlight real-world results
✅ Schedule: Stay on track with a clear list of deadlines and responsibilities
✅ Report Outline: Use a pre-structured blueprint to organize your content
✅ Promotion: Plan how and where you'll share your report
✅ Inspiration: Spark ideas with examples of creative formats and storytelling
✅ Metrics: Track year-over-year performance and outcomes
✅ AI Prompts: Use AI to repurpose content and speed up the process

(All editable. All Google Sheets. No design skills needed.)

The Annual Report Planner gives you the structure, prompts, and editable Google Sheets to stay organized, get buy-in from your team, and actually finish the thing.

✅ Yearly Overview: Summarize campaigns, events, and wins from the past year
✅ Theme + Impact: Clarify your core message and highlight real-world results
✅ Schedule: Stay on track with a clear list of deadlines and responsibilities
✅ Report Outline: Use a pre-structured blueprint to organize your content
✅ Promotion: Plan how and where you'll share your report
✅ Inspiration: Spark ideas with examples of creative formats and storytelling
✅ Metrics: Track year-over-year performance and outcomes
✅ AI Prompts: Use AI to repurpose content and speed up the process

(All editable. All Google Sheets. No design skills needed.)

 

Here’s everything you get inside

Join Olivia, our Founder & Creative Director, for a quick tour.

 
 

Questions about our Annual Report Planner?
We got answers.

  • 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.

  • You’ll get instant access right after checkout, plus a link in your email so you can come back to it anytime.

  • Nope! It’s all built in Google Sheets. If you can open a spreadsheet, you’re good to go.

  • Yes! The planner helps you stay organized, refine your messaging, and track your progress—even if you're halfway through.

  • Absolutely. It’s built with collaboration in mind. You can share the planner with your internal team via Google Drive.

  • Yes! Once you purchase, you’ll automatically get lifetime access to any updates or improvements we make to the planner—no extra cost.

  • Totally fine. You’ll have lifetime access. Buy now at the lower price, and dive in when you’re ready—no pressure.

  • That’s where our Canva Annual Report Template Kits come in. They’re built to complement the planner, so once your content is mapped out, you can drop it into a professionally designed layout that’s ready to go. It’s the easiest way to bring your report to life without starting from scratch. Explore templates here