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Checklist - Dealing with Shareholders and Investors - Preparing a User-Friendly Annual Report

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Great annual reports are seldom an accident. The best are often linked to the quality of
the process that organizations have created to ensure the integrity of their message. The following form is a checklist of comments and questions that may help you prepare a user-friendly and informative annual report.
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FAQ

Focus on Accomplishments, Not Activities. Stop Talking About Internal Stuff. Don't Brag About Your Fundraising Accomplishments. Include Photos In the Annual Report. Include Personal Profiles. Explain Your Financials. If You Need More Space, Trim the Donor Lists. Triple-Check Your Donor Lists.

Business.Risk factors.Management's discussion and analysis.Income statement.Balance sheet.Notes to financial statements.Auditor's report.

At its most basic, an annual report includes: General description of the industry or industries in which the company is involved. Audited statements of income, financial position, cash flow, and notes to the statements providing details for various line items.Market price of the company's stock and dividends paid.

The financial summary section includes income statements, balance sheets and statements of cash flow for at least the two most recent reporting periods. Look for companies with positive trends in sales, costs, earnings and cash flow.Strong companies have healthy balance sheets and know how to manage expenses.

Proof-read. Your Annual Report should be professional, polished, and proof-read. An Annual Report serves as a transparent accounting of what you've accomplished over the past year, but also as a marketing piece. A great Annual Report can attract new donors, renewed donations from your base, and non-monetary support.

Compose two or three sentences that explain the purpose of the annual report. For example, write that the report illustrates the financial overview and status of the company and provides investors and shareholders with data about the company's earnings and spending.

Chairman's Letter. Business Profile. Management Discussion and Analysis. Financial Statements. Determine the Key Message. Finalize Structure and Content.

General corporate information. Operating and financial highlights. Letter to the shareholders from the CEO. Narrative text, graphics, and photos. Management's discussion and analysis (MD&A)

Vision and mission statements of the company. Corporate information. Products overview and financial highlights in last 5 to 10 years. Director's report. Management discussion and analysis (MDA) Report on Corporate governance.10 important things to analyse in an Annual Report Business\nwww.business-standard.com > Markets > Features

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Checklist - Dealing with Shareholders and Investors - Preparing a User-Friendly Annual Report