Templates / Finance

Free: it uses no credits. You get your own copy to edit, in the look you pick here.

Look: Teal Office

• Consulting
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When to use it

Use it at year end to report to members, funders or owners on results, what was done and the year ahead.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each section asks with your own content and numbers.
3. Download it as an editable Word file, or as a PDF. The file is reopened and checked before it is offered.

Section by section

1. [company] annual report [year] · [date]
2. A letter from [leader] What defined the year, in a few honest paragraphs?
3. The year in numbers A table: Measure, This year, Last year
4. What we did What did we set out to do, and what happened? What did we learn?
5. Financial summary How did income and spending compare with the plan? Take every figure from the audited accounts and say which.
6. Risks What are the main risks, and how are they handled?
7. The year ahead What will [company] focus on in [next year]?
8. Next steps Who will act on this report, and by [date]?

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{company}}
• {{year}}
• {{date}}
• {{leader}}
• {{this_year}}
• {{last_year}}
• {{next_year}}

What is inside