Annual Report Template
Used 95 times
Corporations, small businesses and nonprofits use the Annual Report to give shareholders and other key stakeholders information about the organization’s activities and financial performance in the previous year. The goal of this report is to give stakeholders a comprehensive overview about the organziation’s mission, year-end highlights, projects, financials and industry highlights.
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What would I use the Annual Report for?
The goal of this report is to give stakeholders a comprehensive overview about the organziation’s mission, year-end highlights, projects, financials and industry highlights.
What info should I include in the report?
You should include any and all information about what your company has accomplished in the previous year – this could include awards and recognitions, important projects, fincial health, industry highlights, etc.
What is a living document?
The living Annual Report template allows you to instantly sync your entire team throughout the process. The document can easily be updated throughtout the year to add information, awards and projects as they progress.You can add collaborators to work in real-time. And you can share the customizable link to keep internal and external colleagues up-to-date as the project progresses.
Can I add colleagues to edit my Annual Report?
Yes! On team plans, you can invite as many people as you’d like to collaborate on your annual report, ensuring your whole team is aligned. Here’s more on real-time collaboration.
How do I share my report?
When you’re ready to share your annual report with the management team, shareholders and other key stakeholders, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.
Do you have other tools for Investor Relations?
We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Investor Relations toolbox and our Strategy toolbox to find more tools and resources.
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