Reporting to Funders Print

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Accounting for what you did.

WHAT REPORTS TYPICALLY REQUIRE

Activities delivered Outcomes achieved Expenditure against budget Variances explained Challenges encountered Evidence

WHAT EVIDENCE MEANS

Records supporting what you claim: attendance, photographs where appropriate, records of delivery.

WHAT TO ESTABLISH AT THE START

What will be required at the end.

WHY AT THE START

You cannot collect evidence retrospectively.

WHAT TO PUT IN PLACE

Data collection built into delivery.

WHY BUILT IN

Collection as a separate task does not happen.

WHAT TO REPORT HONESTLY

What did not work.

WHY

Funders know programmes encounter difficulties, and concealment is discovered.

WHAT CONCEALMENT COSTS

The relationship, and future funding.

WHAT TO EXPLAIN

Variances, with reasons.

WHAT TO SUBMIT

On time, in the format required.

WHY ON TIME

Late reporting affects future applications more than modest underperformance.

WHAT TO KEEP

A copy of every report and its supporting evidence.

HOW LONG

Per the funder's requirement and your own retention policy.

WHAT TO ANTICIPATE

Audit or verification visits.

WHAT THEY EXAMINE

Whether activities occurred Whether expenditure is supported Whether beneficiaries exist

WHAT TO MAINTAIN

Records that would satisfy that.


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