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How to Prepare an Annual Report

Business team preparing an annual report

  • 16 Dec 2021

Investors must carefully analyze the financial health and performance of any business they consider funding. To do this, they turn to several financial statements that offer glimpses into the organization's inner workings.

Few financial statements are more highly anticipated each year than a company’s annual report, which not only summarizes its performance for the preceding year but charts a course for the one ahead.

With this in mind, knowing how to prepare an annual report is essential for anyone interested in a leadership position. Whether you’re an aspiring entrepreneur, functional lead, or member of your organization’s C-suite, learning how to prepare an annual report can help advance your career.

Here’s a look at what an annual report is, its key components, and steps you should follow to create one.

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What Is An Annual Report?

An annual report is a document that describes a company’s financial condition and business operations for the previous year.

Any publicly traded business is required by law to prepare and publish an annual report, which helps current and potential investors decide whether to provide funding.

Businesses not publicly traded can still prepare an annual report if they have private investors who must be apprised of their performance or are in the process of securing private funding.

Components of an Annual Report

An annual report typically consists of the following documents or sections:

  • Letters to shareholders
  • Management’s discussion and analysis (MD&A)
  • General corporate information or business profile
  • Operating and financing highlights
  • Financial statements

Usually, an annual report is split into two halves. The first half contains the company’s narrative in the form of the letters to shareholders, management’s discussion and analysis, general corporate information, and operating highlights—all of which tell a story about how the company performed and worked toward its goals. The second half of the report strips out narrative components and presents data, which investors are encouraged to analyze to draw conclusions about the company.

1. Compile the Business Profile

The business profile is the section of the annual report where you summarize key information about your business. It typically includes information about:

  • Your company’s key products or services
  • Your company’s mission and vision
  • The board of directors and other business officers
  • Your investor profile
  • Your competition
  • Opportunities and risks

This section is also sometimes referred to as the general business information section of the annual report.

When writing this section, remember your goals: to quickly provide new, current, or potential investors the information needed to understand your business and industry.

2. Generate Key Financial Statements

The purpose of the annual report is to provide data and analysis regarding your company’s operations and financial performance. As such, the financial statements it contains are essential.

Important financial statements include your company’s:

  • Income statement
  • Cash flow statement
  • Balance sheet
  • Statement to shareholders

While you can compile the report’s other sections before generating financial statements, it’s best to avoid doing so because your letters to shareholders, management’s discussion and analysis, and other narrative elements should be backed by financial data. Not creating financial statements first makes it possible to tell an inaccurate or incomplete story you’ll later need to correct.

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3. Select Operational and Financial Highlights

After generating financial statements, select highlights for your report’s narrative elements. Incorporate a mix of operational and financial highlights. Some examples include:

  • The launch of new products or services
  • The opening of new facilities
  • Major contracts or partnerships
  • News about mergers and acquisitions
  • Rate of revenue growth
  • Whether the company turned a profit or loss for the year

4. Write the Management Discussion and Analysis

While the financial statements included in the annual report allow investors and analysts to analyze your business, the management discussion and analysis section offers you and your team the opportunity to present an internal analysis of financial performance and statements.

The MD&A section also typically contains information regarding key issues your company faces, such as compliance with laws or regulations, systems and controls recently put in place, and new or emerging risks.

While the MD&A section is more subjective than financial statements, it must meet the standards set by the Financial Accounting Standards Board (FASB). This includes ensuring the MD&A is balanced, based on fact, and has both positive and negative information.

5. Write the Letter to Shareholders

The final step is to write the letter to shareholders. This letter is drafted by the CEO, chairperson, or company owner and offers a high-level overview of the business’s operating activities and finances for the previous year.

The letter to shareholders ultimately acts as the introduction to the entire annual report and is the first piece of information investors review. While each component of the annual report is essential, the letter to shareholders is one of the most important to get right.

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One of the Most Important Financial Documents

The annual report is one of the most crucial financial documents your company produces.

While doing so is typically a team effort spanning multiple departments, knowing what goes into preparing one is a vital skill for aspiring business leaders and entrepreneurs.

Do you want to take your career to the next level? Consider enrolling in Financial Accounting —one of three courses that comprise our Credential of Readiness (CORe) program —and discover how you can learn key financial topics that enable you to understand business performance and potential.

how to write a annual report essay

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How to write an annual report: 4 tips for getting started.

How to Write an Annual Report: 4 Tips for Preparing Annual Reports

Connecting with shareholders, investors , and the public is key to growing your small business. Your annual report communicates the strength of your business, so your current shareholders can feel confident knowing how your business operates. It’s also a chance to build new relationships with investors and clients by showcasing your management, financial performance, company mission, and goals. 

Learning to write strong annual reports is important for delivering required year-end documents, but it can also help you forge personal connections. Explore the essential components of the annual report, as well as strategies for adding a creative touch that sets your business apart.

Key Takeaways

  • An annual report communicates your business affairs to stakeholders and the public
  • It typically includes mission goals, financial position, structure, and strategies
  • Depending on the size of your business, you may be legally required to provide an annual report
  • A good annual report can also be used as a marketing tool
  • Aim to create an annual report that’s clear, honest, and engaging

What this article covers:

What Is an Annual Report?

What to include in an annual report, how do you write a good annual report, why is an annual report important.

  • Frequently Asked Questions

To write an annual report, the business operations and the financial position are listed, summarized, and recorded. The annual report is a financial document businesses provide to shareholders, potential investors, and analysts. It is the best source of information about the business performance and financial well-being of a business.

Publicly traded companies are required to file annual reports to the Securities and Exchange Commission. However, small businesses and non-profit organizations also prepare yearly reports to connect with customers and provide information about yearly operations, past performance, and future goals.

Get More Out Of Your Books

The annual report is an integral part of corporate reporting. Since the annual reports are based on specific legal requirements , the items included in the report vary.

Most annual reports provide a fundamental overview of the business over the past year. The sections typically included in an annual report are an opening letter from the chairman, a business profile, an analysis by management, and financial data.

Chairman’s Letter

Annual reports usually start with an introduction and a letter from the company’s chairman, primary owner, or CEO to the shareholders providing a snapshot of the significant developments in the past financial year, company initiatives, and a brief summary of the financials. Key elements included in this section are the challenges that the business faced, its successes, and insight into the growth of the company.

A table of contents follows the section.

Business Profile

This section includes the vision and mission statement of the company, details of directors, officers, and registered and corporate office, investor profile, the products or services that are the main source of revenue for the business, competitor profile, and risk factors of the business.

Management Discussion and Analysis

The section provides an overview of the business performance over the past three years and discusses profit margins, sales, and income

If the business has launched a new product or service or there are drastic shifts in sales and marketing efforts, this section should include them. The other topics of discussion include new hires, business acquisitions, and other information that the management thinks would benefit the stakeholders.

Financial Statements

The financial statements are the most important part of the annual report that allows current and future investors, shareholders, employees, and other business stakeholders to determine how well the company has performed in the past, its ability to pay off its debts , its cash flow, and its plans for growth. The statements that are included are:

  • Balance sheet
  • Cash flow statement
  • Income statement
  • Statement to shareholders

These statements show whether the company has made a profit or loss in the past year, how much earnings it has retained, and the proportion of revenues to operational expenses the previous year. Apart from the financial statements, information about the market price of shares of the company and the dividends paid have to be provided.

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Other elements included in the year-end report are:

  • Notes to accounts with details about the accounting policies
  • Comments by auditors on the financials of the company.
  • Disclaimers about forecasted income and expenses
  • Stories, infographics, and photographs

Annual reports are important elements of a brand’s transparency and accountability. However, rather than writing a ponderous document that only a few can understand, businesses are creating annual reports that speak to a broad group of people.

These reports communicate the values and goals of the company’s mission and brand. Producing a highly visual and narrative-driven interactive annual report can help businesses connect with shareholders, investors, and customers. Aim to include visual elements throughout the entire report to keep the document engaging.

Determine the Key Message

Annual reports are a perfect opportunity to highlight your accomplishments and the impact of these accomplishments. The investors and employees want to know what you did and why you did it. By connecting your business activities and your accomplishments to the final goals and mission statement, businesses can build trust and foster long-lasting connections.

Finalize Structure and Content

One of the most difficult parts of writing an annual report is deciding what to include and leave out. It’s important to map out the report’s content and structure.

Apart from the basic elements such as the introduction, chairman’s letter, business profile, and financial statement, the annual report should have a storyline that defines the report’s overall structure and shapes the content around a narrative thread. This makes identifying and cutting out information that does not actively move the story forward easier.

Use clear, precise, and unambiguous writing. Maintain a professional and unbiased position throughout the document. The content of the annual report should be transparent and honest. Don’t inflate accomplishments or disguise the losses that you faced.

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Use Compelling Design

A well-designed, engaging, professional report can be used as a marketing tool by a business. Ideally, readers should be able to scan through the document and get the relevant information they need. Here are some pointers for a good annual report design:

  • Use headings and subheadings
  • Devote space to photographs, infographics, and other compelling visual elements
  • Keep the text short and simple
  • Use a bold and complimentary color scheme and layout techniques that are in sync with your brand
  • Emphasize key areas with colored text boxes, quotes, and captions

Plan in Advance

Creating an annual report is a long-term process that requires an organized system for recording and tracking data, media clipping, photographs, and a list of business achievements. While a number of companies create the annual reports in-house, others may hire a design firm to compile, proofread and finalize the document.

Ready to create a clear and compelling digital annual report? FreshBooks’ reports feature lets you explore report templates, performance tools, and accounting details so you can write your reports in-house. Try it free to begin your annual report today.

FreshBooks reporting feature

Both public and private companies use annual reports to provide important business and financial information to customers, investors, employees, and the media. Here are some reasons why writing annual reports is necessary for businesses:

  • Provides an opportunity to highlight a company’s key achievements, expectations for the coming year, and overall goals and objectives
  • Gives information on the company’s financial position
  • Introduce you’re the key members of the business to stakeholders and the general public
  • Tells shareholders and employees the company’s strategy for growth in the coming year
  • Useful as a decision-making tool for managers

The annual reports keep your critical business information up to date. A failure by public companies to update the investors and the state might result in late fees or even the dissolution of your company.

Writing an annual report is essential for communicating your business position to shareholders, investors, and the public. Depending on the size of your company, you may also be legally required to produce annual reports for the Securities and Exchange Commission. 

Your annual report should include four main components: the chairman’s letter, a profile of your business, an analysis of your management strategies, and your financial statements. Adding creative elements like graphic design and a narrative can also help your annual report double as a marketing tool. Learning to create a strong annual report is essential for guiding management decisions in your company and connecting to those who support and grow your business.

FAQs on How to Write an Annual Report

How do you write an annual report for a small business.

Writing the annual report for a small business follows a similar process as writing for a large company – you should include a chairman’s letter, business profile, management analysis, and financial statements. However, since you’re writing for a smaller business, you also have more flexibility to be creative. You can tailor your report to shareholders or make it a public-oriented document that you can use to market your small business.

Who Prepares the Annual Report?

Companies may have their own in-house writing and design team, or they may choose to hire an outside firm to prepare their report. Teams usually include accounting, writing, and graphic design professionals. 

Which Things Should be Avoided while Writing a Report?

Avoid leaving your annual report to the last minute, trying to mask challenges your business has faced, or overloading the report with details and jargon. The aim is to be clear in your communication – be upfront about both your successes and losses, and write with accessible language that’s understandable to all your readers.

What are the 5 Basic Structures of a Report?

A good report can be structured in a simple 5-part setup to showcase your company’s performance. These sections are:

1. Introduction

3. Comments and disclaimers

4. Conclusion

5. References 

You’ll start with a brief overview, then provide the body of information. Comments and disclaimers should explain any claims or facts, then summarize your information in the conclusion and cite any external references.

What are the 4 components of an annual report?

There are 4 key components to include when writing an annual report:

    1. Chairman’s letter

    2. Business profile

    3. Management analysis

    4. Financial statements

You can also include creative elements like stories, infographics, and photographs to make your report more visually engaging to your target audience.

how to write a annual report essay

Kristen Slavin, CPA

About the author

1000 more rows at the bottom Kristen Slavin is a CPA with 16 years of experience, specializing in accounting, bookkeeping, and tax services for small businesses. A member of the CPA Association of BC, she also holds a Master’s Degree in Business Administration from Simon Fraser University. In her spare time, Kristen enjoys camping, hiking, and road tripping with her husband and two children. In 2022 Kristen founded K10 Accounting. The firm offers bookkeeping and accounting services for business and personal needs, as well as ERP consulting and audit assistance.

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how to write a annual report essay

Business report writing

How to write an outstanding annual report

Rosie sawicz.

10 minute read

Person in dress, brogues and glasses sits on oversized chair writing on laptop. There are graphs and charts in the background.

Writing an annual report probably seems like a daunting task, with lots of requirements and rules. And if it’s a task on your to-do list, take heart that you’re not alone: many companies have to produce one at the end of each financial year.

Here’s the good news: an annual report doesn’t have to be a dry, boring list of numbers and corporate jargon. This document offers an excellent opportunity for a company to stand out from their competition.

With the right amount of thought, preparation and good-quality writing, your company’s annual report can (and should) represent what’s great about the place you work and the work you do.

So, where to start? Luckily, we’re here to help.  

What is an annual report?

An annual report describes a company’s performance over the previous financial year. It also provides a window into your company’s culture and brand, as well as the people who work there and why the business is special.

Essentially, the document should be a one-stop-shop showcase of the company’s performance and operations. Its core aim is to inform stakeholders and build their trust.

Many companies approach their annual report strategically, aiming to stand out from their competition and win over their target audiences with a compelling narrative. And many employ the latest in digital technology and graphic design to create reports that are innovative in both their design and content.

The information in the report should allow shareholders to assess the company, its current situation and its potential future. There are legal requirements for what should be included and many regulations on financial reporting. A UK-listed company’s report usually includes the following:

  • A strategic report , which allows companies to tell their story. Officially, this section shows how the directors performed their duty to promote the company’s success that year. It should include information about a company’s strategy, objectives and business model.
  • A corporate governance section , which explains how the company’s operations support the achievement of its objectives. This section includes a directors’ report, corporate governance report and committee reports.
  • Financial statements , which include policies and implementation, amounts awarded to directors, and audited financial statements such as balance sheets, income statements and cash flow.

What are the rules?

There are frequent regulatory changes which affect the annual report, and it’s important that you understand the up-to-date requirements for an annual report at your particular company and location. Your company’s legal and accounting teams will be able to guide you on this.

Publicly listed companies in the UK must produce a report for their shareholders at the end of each financial year. There are various rules that must be followed around the content and distribution of a UK annual report, like mandatory sections to include and certain groups who must receive a copy.

These rules are determined by strategic report regulations and the UK corporate governance code, and you can find helpful information on this through the Financial Reporting Council .

Other types of companies and organisations outside of the UK may also have to produce annual reports, depending on their size, location, tax status and local laws, which can vary according to country or state.

Who writes the annual report?

Who writes a company’s annual report varies depending on lots of factors, including the size of the company. There are a few options and each requires planning and project management:

  • Outsource: Some companies choose to outsource their annual reports to specialist agencies. In those cases, there’ll often be an in-house project manager to coordinate with the internal teams who’ll be providing the core material, such as the secretarial, finance, legal and investor relations teams.
  • Teamwork: Many companies have their own in-house writing and design team(s) who would likely take a big role in content writing. For the more specialist aspects of the report’s content, annual reports are often a team effort. Experts from across a company will provide their unique insights for things like notes on the accounts and the vision for the company’s future.
  • One person: In some smaller companies, one person might collate and draft all the content before presenting it to their stakeholders for review.

  The UK also has laws which cover the content sign-off process after the report’s content is finished. As noted in section 414(1) of the Companies Act 2006 , ‘[a] company’s annual accounts must be approved by the board of directors and signed on behalf of the board by a director of the company.’

No matter how your company approaches the writing process and how many individuals contribute content, do your best to end up with a unified style and voice.

This will probably mean ensuring that your company has an up-to-date and comprehensive style and tone of voice guide , an eagle-eyed proofreader , and an agreed approach to creating clear, accessible writing throughout.

How to prepare

An annual report can be a huge, complex document which requires input from a wide range of people. Work begins long before the content-gathering phase; often it’s something you’ll be thinking about all year round. Preparation is crucial to do your best work and ensure a well-rounded document.

Overview of the process

To help kick off your planning, here’s a high-level look at the steps you’ll need to follow to create the annual report:

  • Work out your timeline and plan content
  • Establish your structure and make a page plan
  • Write a list of contributors and gather content
  • Write and collate
  • Check the draft and send for review
  • Allow for multiple rounds of feedback
  • Finalise content and send for design
  • Proofread and check everything
  • Get sign-off from the board of directors

  And here are some further things you’ll want to do in advance:

Consider imagery: Another element to think about well ahead of writing the report is photography.

Work closely with your communications and/or marketing teams to ensure that the annual report is considered all year round. This can mean something like ensuring that significant events are photographed and the images are collated with information for captions. This will make your life much easier in annual report season.

Assess your competition: Look at what your competitors are doing and find examples of excellent annual reports. This will provide inspiration and enable you to help your company stand out from the competition.

Know your audience: Keeping the audience in mind is a big step in how to make your annual report interesting . Your demographic will depend on the work your company does.

Although an annual report is primarily aimed at existing shareholders, it’s also a useful way to attract new investors, advertise the company’s products or services, and even entice future employees. While you’re preparing and writing your annual report, make sure you focus on the needs of these audiences .

If your company has an international audience, you might want to consider translation into other languages, and printing and distribution to the relevant markets.

Writing the report

Since there are strict regulations around the financial and corporate governance sections, the bulk of your more creative writing work will be in the strategic report . So that’s what we’ll focus on here.

The strategic report reflects the board’s view of the company to the shareholders and provides context for the financial details elsewhere in the annual report. The writing here should be clear, concise, in plain English and presented without bias. The general tone should be forward-looking and in line with your company’s voice.

There are no specific rules on the structure of a strategic report, as it should reflect the company and the content of the report itself. Each company’s requirements may differ depending on size, type and location. However, many companies take an approach like this:  

1. Opening statements

An annual report may open with a chairperson’s and/or CEO’s statement. These are written in the voice of the individual (and may be ghostwritten for them) and are often accompanied by a professional photograph of that person.

The written content addresses the shareholders and provides a summary of the details to come: significant headlines from the past year, a brief overview of the financials, challenges and successes, and potential future growth.

Although this section comes at the beginning, you might find it easiest to write it last. By that point, you will have gathered all the strategic report content and can summarise it into the introductory letter. If you’re writing in another person’s voice, it’s doubly important to get their sign-off.

2. Business overview

This section explains what your company does and is key to showcasing the company – your opportunity to tell your company’s story . It should contain an overview of the company, including its vision, culture and mission statement. It should also include information on the company’s:

  • products or services
  • business model
  • directors (details on them and their duties)
  • investor profiles
  • competitors
  • non-financial key performance indicators
  • potential risk factors.

And it’s a great idea to include case studies and any highlights from the year here.

This is the section which will hopefully be the easiest to collate and update, as it’s information that should be available in your website, brochures, reports and other public-facing materials.

3. Financial review

The financial section presents a comprehensive analysis of the business’s performance over the financial year and its position at the close. It should refer to and explain the figures included in the financial statements.

This section will be an important focus for your stakeholders, so clarity and honesty are very important. Make sure all data is backed up with sources. And be sure to communicate a strong understanding of your company’s strategy and key performance indicators, and find ways to present data in engaging, visual ways, paired with impactful quotes.

4. Disclosures

There are frequent emerging trends in corporate disclosure. These may come from changes in regulations or simply in the expectations of readers. (And, as before, even actual rules may apply only to certain types or sizes of companies.) What goes into a strategic report will also need to shift to align with these wider changes.

It’s a good idea to investigate and include any newly emerged focus areas in corporate reporting, such as:

  • sustainability
  • anti-corruption
  • anti-bribery
  • environmental impact
  • gender diversity of employees and directors
  • social and community issues
  • human rights issues.

Finally, finish with a strong call to action: what do you want your audience to do when they finish reading this report? Consider your audience again, and whether you want them to invest, apply, donate … anything!

Common challenges with writing annual reports

As we’ve noted, writing an annual report can be daunting. It’s a large document with lots of rules and regulations behind it, and it can have a big impact on the future of the company and its shareholders.

Here are some common challenges and how to tackle them:

  • Multiple contributors: working with large numbers of contributors is tricky, and it’s important to put your project management hat on. Make sure you identify and alert your contributors ahead of time, issue clear briefs and deadlines, and ensure a consistent style despite lots of authors.
  • Version control: multiple authors and rounds of feedback mean multiple versions of the document. It’s important that one person keeps a tight oversight on version control to ensure no work is lost and nothing slips through the net.
  • Lots of rules and regulations: this one can be intimidating, especially when you’re faced with technical jargon or even actual laws instead of a simple search result to answer your question. Don’t be afraid to ask the experts: your company’s legal team are there to help.
  • Lack of planning: As we’ve said, preparation is key to success. If this year was a bit of a rush or mistakes were made, make sure you debrief and learn from what happened, so you don’t repeat the same problems next year. And if in doubt, start early!

Creating a stand-out annual report

Although some annual reports can be dry documents full of financial tables, yours doesn’t have to be.

Remember this is an opportunity to show shareholders and future colleagues why you care about the work your company does.

Good preparation is your greatest ally here. Beyond that, you’ll need to enlist the help of colleagues across your company, maintain your in-house style and engage your creativity. That way, you can ensure your company’s annual report stands out from the crowd, with excellent writing from start to finish.  

We’ve helped both individuals and teams with their annual reports through our one-to-one coaching and in-company training . If you’d like our help with writing your own, just get in touch .  

Image credit: SvetaZiO / Shutterstock

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Rosie Sawicz

Rosie is a writer and editor who has worked in corporate communications in a variety of environments, from national libraries and global aviation services to international law firms and renowned research projects. She specialises in facilitating internal comms and in her career has ensured organisations communicate effectively across networks of over 32,000 employees in 34 countries. Rosie is also a published novelist: she writes psychological thrillers under her pen name Rosie Walker . She also provides editorial services (developmental editing, copy editing and proofreading) to fellow authors.

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how to write a annual report essay

Ultimate Guide on How to Write a Report Tips and Sample

how to write a annual report essay

Defining a Report

A report is a type of writing that represents information, data, and research findings on a specific topic. The writer is expected to deliver a well-structured, credible, and informative text that dives into the small details of a certain topic, discussing its benefits and challenges.

Reports serve many important purposes. They provide recorded facts and findings. They are used to analyze data and draw insights that can be used for decision-making. Some reports serve as compliance checks to ensure that organizations meet certain standards and requirements. Also, reports are a formal way to communicate valuable information to decision-makers and stakeholders.

A report paper can be academic or about sales, science, business, etc. But unlike other texts, report writing takes much more than getting acquainted with the subject and forming an opinion about it. Report preparation is the most important stage of the writing process. Whether you are assigned to write an academic or a sales paper, before you start writing, you must do thorough research on the topic and ensure that every source of information is trustworthy.

Report writing has its rules. In this article, we will cover everything from how to start a report to how to format one. Below you will find a student research report sample. Check our paper writer service if you want one designed specifically for your requirements.

Student Research Report Sample

Before you read our article on how to write an act essay , see what an informative and well-structured report looks like. Below you will find a sample report that follows the format and tips we suggested in the article.

Explore and learn more about comprehensive but concise reports.

What are the Report Types

As mentioned, there are plenty of different types of report papers. Even though they are very formal, academic reports are only one of many people will come across in their lifetime. Some reports concentrate on the annual performance of a company, some on a project's progress, and others on scientific findings.

Next, we will elaborate more on different sorts of reports, their contents, and their purpose. Don't forget to also check out our report example that you can find below.

report types

Academic Reports

An academic report represents supported data and information about a particular subject. This could be a historical event, a book, or a scientific finding. The credibility of such academic writing is very important as it, in the future, could be used as a backup for dissertations, essays, and other academic work.

Students are often assigned to write reports to test their understanding of a topic. They also provide evidence of the student's ability to critically analyze and synthesize information. It also demonstrates the student's writing skills and ability to simply convey complex findings and ideas.

Remember that the report outline will affect your final grade when writing an academic report. If you want to learn about the correct report writing format, keep reading the article. If you want to save time, you can always buy essays online .

Project Reports

Every project has numerous stakeholders who like to keep an eye on how things are going. This can be challenging if the number of people who need to be kept in the loop is high. One way to ensure everyone is updated and on the same page is periodic project reports.

Project managers are often assigned to make a report for people that affect the project's fate. It is a detailed document that summarizes the work done during the project and the work that needs to be completed. It informs about deadlines and helps form coherent expectations. Previous reports can be used as a reference point as the project progresses.

Sales Reports

Sales reports are excellent ways to keep your team updated on your sales strategies. It provides significant information to stakeholders, including managers, investors, and executives, so they can make informed decisions about the direction of their business.

A sales report usually provides information about a company's sales performance over a precise period. These reports include information about the revenue generated, the total number of units sold, and other metrics that help the company define the success of sales performance.

Sales report preparation is a meticulous job. To communicate information engagingly, you can put together graphs showing various information, including engagement increase, profit margins, and more.

Business Reports

If you were assigned a business report, something tells us you are wondering how to write a report for work. Let us tell you that the strategy is not much different from writing an academic report. A Strong thesis statement, compelling storytelling, credible sources, and correct format are all that matter.

Business reports can take many forms, such as marketing reports, operational reports, market research reports, feasible studies, and more. The purpose of such report writing is to provide analysis and recommendations to support decision-making and help shape a company's future strategy.

Most business reports include charts, graphs, and other visual aids that help illustrate key points and make complex information easy to digest. 

Scientific Reports

Scientific reports present the results of scientific research or investigation to a specific audience. Unlike book reports, a scientific report is always reviewed by other experts in the field for its accuracy, quality, and relevance.

If you are a scientist or a science student, you can't escape writing a lab report. You will need to provide background information on the research topic and explain the study's purpose. A scientific report includes a discussion part where the researcher interprets the results and significance of the study.

Whether you are assigned to write medical reports or make a report about new findings in the field of physics, your writing should always have an introduction, methodology, results, conclusion, and references. These are the foundation of a well-written report.

Annual Reports

An annual report is a comprehensive piece of writing that provides information about a company's performance over a year. In its nature, it might remind us of extended financial reports.

Annual reports represent types of longer reports. They usually include an overview of a company's activities, a financial summary, detailed product and service information, and market conditions. But it's not just a report of the company's performance in the sales market, but also an overview of its social responsibility programs and sustainability activities.

The format of annual report writing depends on the company's specific requirements, the needs of its stakeholder, and the regulation of the country it's based.

Writing Reports Are Not Your Thing?

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Report Format

As we've seen throughout this article, various types of reports exist. And even though their content differs, they share one essential element: report writing format. Structure, research methods, grammar, and reference lists are equally important to different reports.

Keep in mind that while the general format is the same for every type, you still need to check the requirements of the assigned report before writing one. School reports, lab reports, and financial reports are three different types of the same category.

We are now moving on to discuss the general report format. Let's direct our attention to how to start a report.

Title : You need a comprehensive but concise title to set the right tone and make a good impression. It should be reflective of the general themes in the report.

Table of Contents : Your title page must be followed by a table of contents. We suggest writing an entire report first and creating a table of content later.

Summary : The table of contents should be followed by an executive report summary. To create a comprehensive summary, wait until you have finished writing the full report.

Introduction : A major part of the report structure is an introduction. Make sure you convey the main idea of the report in just a few words. The introduction section must also include a strong thesis statement.

Body : The central part of your work is called the report's body. Here you should present relevant information and provide supported evidence. Make sure every paragraph starts with a topic sentence. Here you can use bullet points, graphs, and other visual aids.

Conclusion : Use this part to summarize your findings and focus on the main elements and what they bring to the table. Do not introduce new ideas. Good report writing means knowing the difference between a summary and a conclusion.

Recommendations : A report is designed to help decision-makers or provide crucial information to the conversation, including a set of goals or steps that should be taken to further advance the progress.

Appendices : As a finishing touch, include a list of source materials on which you based the information and facts. If you want your report to get acknowledged, don't neglect this part of the report format.

How to Write a Report Like a PRO

Mastering the report writing format is only a fraction of the job. Writing an exceptional report takes more than just including a title page and references.

Next, we will offer report-writing tips to help you figure out how to write a report like a PRO. Meanwhile, if you need someone to review your physics homework, our physics helper is ready to take on the job.

report like a pro

Start With a Strong Thesis

A strong thesis is essential to a good paper because it sets the direction for the rest. It should provide a well-defined but short summary of the main points and arguments made in the report.

A strong thesis can help you collect your thoughts and ensure that the report has a course and a coherent structure. It will help you stay focused on key points and tie every paragraph into one entity.

A clear thesis will make your report writing sound more confident and persuasive. It will make finding supporting evidence easier, and you will be able to effectively communicate your ideas to the reader.

Use Simple Wording

Reports are there to gather and distribute as much information to as many people as possible. So, the content of it should be accessible and understandable for everyone, despite their knowledge in the field. We encourage you to use simple words instead of fancy ones when writing reports for large audiences.

Other academic papers might require you to showcase advanced language knowledge and extensive vocabulary. Still, formal reports should present information in a way that does not confuse.

If you are wondering how to make report that is easy to read and digest, try finding simpler alternatives to fancy words. For example, use 'example' instead of 'paradigm'; Use 'relevant' instead of 'pertinent'; 'Exacerbate' is a fancier way to say 'worsen,' and while it makes you look educated, it might cause confusion and make you lose the reader. Choose words that are easier to understand.

Present Only One Concept in Each Phrase

Make your reports easier to understand by presenting only one concept in each paragraph. Simple, short sentences save everyone's time and make complex concepts easier to digest and memorize. 

Report writing is not a single-use material. It will be reread and re-used many times. Someone else might use your sales report to support their financial report. So, to avoid confusion and misinterpretation, start each paragraph with a topic sentence and tie everything else into this main theme.

Only Present Reliable Facts

You might have a strong hunch about future events or outcomes, but a research report is not a place to voice them. Everything you write should be supported by undisputed evidence.

Don't forget that one of the essential report preparation steps is conducting thorough research. Limit yourself to the information which is based on credible information. Only present relevant facts to the topic and add value to your thesis.

One of our report writing tips would be to write a rough draft and eliminate all the information not supported by reliable data. Double-check the credibility of the sources before finalizing the writing process.

Incorporate Bullet Points

When writing a research report, your goal is to make the information as consumable as possible. Don't shy away from using visual aids; this will only help you connect with a wider audience.

Bullet points are a great way to simplify the reading process and draw attention to the main concepts of the report. Use this technique in the body part of the report. If you notice that you are writing related information, use bullet points to point out their relation.

Incorporating bullet points and other visual aids in your report writing format will make a report easy to comprehend and use for further research.

While you are busy coming up with effective visual aids, you may not have enough time to take care of other assignments. Simply say, ' write my argumentative essay ,' and one of our expert writers will answer your prayer.

Review the Text for Accuracy and Inconsistencies

After completing report preparation and writing, ensure you don't skip the final stage. Even the greatest writers are not immune to grammatical mistakes and factual mix-ups.

Reviewing what you wrote is just as important as the research stage. Make sure there are no inconsistencies, and everything smoothly ties into the bigger scheme of events. Look out for spelling mistakes and word count.

If you want to further advance your writing skills, read our article about how to write a cover letter for essay .

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How to write an annual report

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In this guide, we'll show how the world’s leading non-profits are building immersive annual reports — turning an obligation into an opportunity.

We'll cover:

  • What is an annual report?

Why you need to write an annual report

  • Why annual reports are a massive opportunity for non-profits
  • The rise of immersive annual reports built as visual stories
  • What to include in your annual report
  • Ten tips for creating an annual report that has real impact for  all   stakeholders

Before we get started, if you're looking for annual report examples, check out our list of  ten stunning annual reports.

What is an annual report?

An annual report is a comprehensive overview of the performance of a non-profit organisation. Annual reports typically include financial statements, statements from the CEO and Board Chair, and key activities and accomplishments.

Generally, annual reports are intended to offer a transparent view of an organisation's activities over the course of a financial year. 

As we'll cover in this guide, annual reports are also a major opportunity to promote, market, and advance an non-profit's mission.

Non-profit organisations and public companies produce annual reports for three main reasons. 

Meet your legal obligations In many jurisdictions, nonprofits are required to produce annual reports in order to maintain their tax-exempt status. Even where financial disclosure is enough, annual reports are still recommended. The same is true for public companies, who in the US need to file with the Securities and Exchange Commission.

Showcase your impact It's one thing to show your stakeholders what you did; it's another thing to prove your impact. Annual reports are a perfect opportunity to show off your concrete successes, either with qualitative stories — such as case studies and profiles — or with quantitative data.

Celebrate your community Successful non-profits take a village, with donors, leadership, staff, volunteers, and community stakeholders all playing their part. There are many valid reasons why people work with non-profits, and not everyone wants or needs public recognition. But let's face it: plenty of your community will want recognition, and an annual report is a great place to celebrate their contribution.

What do annual reports look like?

This is going to sound like a contradiction in terms, but six months ago I read a beautiful annual report . 

The report was published by South African charity mothers2mothers, an Africa-based NGO working to deliver health, hope, and an HIV-free future.

Beautiful annual report on ipad, phone and desktip computer.

This annual report is unusual for three reasons. First, I actually wanted to read it. Who — apart from employees, board members, and big donors (maybe) — actually reads the annual report of a non-profit?

Second, it was beautiful to look at. It was a delightful and immersive reading experience. 

Third, it was published as a responsive webpage — not a PDF. I could read it on my phone. Not once did I pinch and zoom. It didn’t feel like it was made primarily for print.

Looking for more digital storytelling inspiration?  Sign up for our newsletter  and get the best digital stories in your inbox.

The underwhelming impact of (some) annual reports

A building of mirrors

Why does this matter?

Annual reports are a statutory requirement. That means that nonprofits have to publish them — otherwise, they risk losing their tax-exempt status.

But they’re not just an obligation — they’re an expensive obligation. Annual reports aren’t easy to produce. They require input from the CEO, the board, finance, comms, design, and staff across the organisation. 

To rub salt into the wound, most annual reports barely get opened, let alone read. Mostly published as PDFs (with poor cousin versions occasionally published on a legacy CMS), they’re artefacts of a previous era — an era of desktop printers and email attachments.

Given the underwhelming impact these reports tend to have, most of them are a legally obligated waste of time. 

This is a missed opportunity — because, as we saw with mothers2mothers, they could be so much more.

Immersive annual reports

An abstract view of a avant-garde building

So, what’s the solution?

How do non-profits create an opportunity from an obligation? 

Over the last decade, technology has moved on from the PDF. Most people read on multiple devices, including tablets and phones. Nobody wants the irritation of pinching and zooming a PDF on a smartphone. 

Web technologies — including more powerful browsers and digital storytelling platforms — are allowing for immersive, interactive, and fully responsive reading experiences that far outstrip what can be achieved with a PDF.

This has led to the rise of immersive annual reports. These reports are building on techniques used by media brands like Sky, BBC, and NBC News to keep the readers' attention.

A screenshot of a BBC story on wind energy

In stories such as the BBC's report on clean energy, shown above, rich media are integrated with scroll-based animation techniques to capture and keep the attention of the reader. 

Leading NGOs are doing the same. 

Take, for example, Habitat for Humanity, who have been publishing their annual reports as immersive digital stories for several years. Their annual report design is impressive — and accessible to all.

Header image from Habitat for Humanity's annual report

What to include in your annual report

While annual reports are a hugely flexible format, most reports include many of the following elements. 

A letter from the CEO or Board Chair The letter from leadership is a chance to celebrate the year's accomplishments, and chart a course for the year ahead. It should be inspiring, evocative, and written in plain English. It can be difficult to give feedback to leadership, but as this letter often opens the annual report, it's worth spending time crafting a letter that people will actually excite and capture the attention of the reader. 

Navigation help, such as a menu or table of contents An annual report is a large piece of content and it's rare that anyone will read the entire report from beginning to end. To help people find what they're interested in, add a menu to the top of your report. For your print copy, add a table of contents. Note:  we recommend against distributing a PDF-only annual report. 

Your mission statement An annual report is, among with things, an exercise in branding for your non-profit. Make sure you include your mission statement and key messages early in your annual report.

Data showcasing your impact If you have data, use it. There's nothing more powerful than well-executed data visualisations — including charts, graphs, and maps — in an annual report. If you want to get inspired with great examples of data visualisations,  check out our guide here .

Testimonials Try to includes stories, case studies, and other testimonials from your stakeholders from the last year. This will humanise your report and make it much more compelling to read. 

Profiles Some annual reports go a step further and include profiles of team and community members. This is another great way to showcase the people behind your non-profit.

Donor list Some non-profits like to celebrate their donors with a list in their annual report. This is perfectly acceptable, though make sure the list doesn't take up too much of the report, as it will likely be skimmed by most readers. 

Fundraising highlights Your stakeholders want to know that your organisation is resilient and stable. The best way to do this is to present highlights from your fundraising efforts from the past year. This should include infographics and data visualisations — including easily-understood graphs and pie charts — showing your progress.

Multimedia Effective annual reports include a range of media, including photos, videos, illustrations, infographics, animations, and more. While this is impossible to include in a typical PDF, new digital storytelling platforms make it possible to create immersive multimedia reports that can be read on any device. You can read some  inspiring examples of annual reports in our guide here .

A call-to-action Annual reports are a great marketing opportunity — but only if you include a call-to-action or CTA. To be clear, your contact details at the end of a PDF does  not  qualify as a CTA. For your CTA to work, it needs to be immediately actionable, such as a button or a form on your digital annual report.

Financial statements Our final item is not negotiable. In most countries, your nonprofit annual report will need to include your full financial statements from the last financial year. You'll want to work with your accountant to produce this financial information. 

Now that we've covered the basics, let's take a look at the actual process of writing an annual report.

If your organisation is ready to build your own immersive annual reports without writing a line of code,  get started with Shorthand and publish your first story free.

Start early

An immersive annual report is an opportunity to produce that rare beast: the annual report that actually gets read. But to execute this opportunity, you’re going to need to start early.

This is because immersive digital stories are hungry for high quality media assets. The more assets you have, the more options you’ll have to use immersive visual storytelling techniques. Make a point of producing media assets at events and projects throughout the year, so that you have plenty of options when it comes time to produce.

2 Know your audience

A few years ago, the popular web comic XKCD published a famous Venn diagram on the nature of university websites. 

Venn diagram of information on a university website

'University Website' by XKCD.

On the right side of the Venn diagram, we see all the information people want to find on the university website, including application forms and an academic calendar. On the other side, we have all the information the university wants people to see, including the letter from the president and a ‘virtual tour.’ 

Unfortunately, the same diagram could be produced for some nonprofit annual reports — and for similar reasons. Like university websites, annual reports have multiple, somewhat contradictory audiences.

These audiences might include:

  • Internal stakeholders, including your Board, senior leadership, and staff.
  • Funders — current and future.
  • Volunteers and members.
  • Your target audience for future volunteers, donors, and members.
  • The broader public.

It won’t be easy to target all of these audiences in the same piece of content — but you won’t have a chance unless you’re crystal clear on who they actually are. 

Collaborate

To get your annual report published in time, you will need to collaborate with two groups of people.

The first group is colleagues and contractors who are actively contributing to the production of content. It’s obviously a good idea to collaborate with these folks throughout the process.

The second group is a little different, and is made up of people who won’t contribute directly — but who nevertheless have strong opinions about what the report should look like. These opinions can block progress at key steps in the development of your report.

This second group is the trickiest to deal with. The best way to deal with them is to actively solicit their advice and feedback throughout the process. Don’t worry: you don’t have to act on everything they say. But this will ensure that no one feels ambushed or surprised by the final result. It will also reduce the risk of any nasty surprises in the days and weeks leading up to publication.

Build it natively for the web

Many annual reports are produced as PDFs using design software like Indesign. 

There are good reasons for this. A PDF ensures that every reader sees the same thing. PDFs are portable – that's the ‘P’ in the acronym – which makes the information easily accessible by people using different operating systems. PDFs can also be read offline and printed, which can be handy at stakeholder events. 

But there are many reasons why PDFs are not a great way to publish your annual report. 

First, they aren’t responsive. People reading PDFs on mobile devices and small screens often struggle to read the text. 

Second, they're difficult for non-designers to edit. This makes the proofing process much more painful and contentious. Multi-stakeholder publications — like annual reports — notoriously require many rounds of editing. Trust me: after round 15, your designer is going to wish you could just do it yourself. 

Third, PDFs aren't native to the web. This means they can't take advantage of many of the visual techniques increasingly common in digital stories.

Fourth, you can’t properly SEO a PDF. While Google can index PDF content, it simply won’t perform nearly as well as a structured web page.

Fifth, they’re just no fun to read online. PDFs are great for print — but they are terrible for production, distribution, and consumption on the web.

Read more in our guide on the limits of PDFs .

Earn the attention of the reader

Nonprofits produce annual reports because they have to. As we mentioned above, in most countries annual reports are a statutory obligation. 

But no one wants to read a statutory obligation. And annual reports are — once the legal i’s and t’s have been dotted and crossed – a prime opportunity to connect with a much larger audience.

But how to produce an annual report that people actually want to read? The best way is to employ the techniques used by the world’s leading digital storytellers, such as the BBC and NBC News. 

These teams employ a range of techniques — including scroll-based animation, rich media, and attention-grabbing transitions — that produce some of the highest engagement rates of any content on the web. An example of this comes from NBC News . 

Screenshot from NBC story of invisible armada

With impressive maps and video, the team at NBC have struck a careful balance between interactive media and immersive text. It’s a piece of content that respects the attention of the reader.

Data visualisation is the secret sauce of every compelling annual report. Most nonprofits collect data on the impact of their activities. Make the most of this data, as it can anchor the broader story you are trying to tell, and make it more likely that your readers stay with you through the less compelling sections. 

Using a digital storytelling platform, you can also animate your data natively in the browser, without writing a line of code. 

One example of this is from New Zealand media company Stuff, who animated government data on the stark social and economic impact of COVID-19 .

If you're looking for more examples and inspiration of great data visualisation, check out our guide,  8 examples of powerful data stories . We've also published  a large collection of data stories .

Chart of impact of COVID-19 in Aoteroa New Zealand

If your nonprofit works regionally, then consider including a map — or maps, plural — showcasing your work. You might choose to highlight different projects your team has completed over the year, or emphasise problems or crises that your organisation is trying to address. 

Embedding a custom webmap — one that readers can pan and zoom — is a compelling option, but usually requires custom development, which can get expensive. 

Instead of a webmap, consider using static illustrations to create an interactive map, triggered by the scroll of the reader. This is how The Yemen Peace Project created their map of Yemen’s invisible war , built with digital storytelling platform Shorthand. 

Map on the growing conflict in Yemen

Showcase your community

Nonprofits are fundamentally about people, including your staff and supporters. 

Too often, annual reports focus on the top of the organisation, without paying enough attention to the people on the ground. But the stories of these people — and the work they do — are typically much more compelling to readers, including funders. 

One way to showcase your community is to include a rich gallery of images and video.

Keep it snappy

As we’ve already argued, annual reports take a village. They have many audiences and many creators. The net effect of this ‘village’, though, is that most annual reports are extraordinarily long — far too long for most people to read. 

Some of this is necessary. You need a human-readable update from the leadership on the strategic direction of the company. You need to include your financials. You need some data on the work you’ve been doing. And you need human stories. 

So, what to do? Rather than exclude any of these sections, we recommend keeping them as concise as possible. If your Executive Director is used to writing 800 words, see if she can get it done in 500. If the essay on that critical project is stretching into multiple pages, try and cut it in half. 

Ultimately, if you keep each section slim, readers are much more likely to continue reading. 

PDFs are great — for some purposes. But with the rise of digital storytelling platforms, there are simply much stronger, web-native alternatives for producing content that's as critical as your annual report.

Want to try it for yourself? Check out Shorthand's options — and if you decide to subscribe, enjoy a 20% discount for nonprofits and charities. 

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How To Write An Annual Report

Here is our guide to help you write your annual report, complete with industry-focused toc's. bonus section: deep-dive on the executive summary., introduction to annual reports.

  • Establish a style guide: This is especially important when various people are working on writing and editing the report. A style guide prescribes language and tone of voice, but also serves consistency with rules for date formats, capitalization of words, hyphenation, acronyms, branding, and spelling.
  • Determine the key messages upfront: Don’t use the writing process to “discover” the message(s) you want to convey in your annual report! In turn, the message or narrative thread should drive your writing.
  • Finalize the structure: Before you start writing the annual report, all stakeholders need to sign off on the structure, otherwise you’ll end up producing content that will be cut from the final draft.
  • Prepare a clear brief: Avoid confusion about the scope of the project, roles and responsibilities by writing a clear brief for your annual report.
  • Plan in advance: Writing your annual report is a long-term process that requires organization and project management skills, especially when you hire external contractors to take care of tasks such as design or printing.
  • Language: Use simple sentences, active verbs, and keep jargon to a minimum. Avoid clichés, keep sentences and paragraphs short, and check your imagery: flowery language and metaphors make things vague, but if you use them, check that they’re in line with your brand.
  • Write in drafts: Your annual report doesn’t have to be perfect from the beginning. Rather than trying to get it right in one go, work in three iterations. Your first draft is a rough sketch where you obtain clarity of which section goes where and how long each section will be, more or less. In the second draft, the coherent narrative takes shape. In the third draft, you clean up the writing before your have someone else check it.
  • Changes: Employ a professional proofreader or editor to work through necessary changes cost-effectively and efficiently. Consider legal counsel for a compliance or regulation check.

Best Practises For Annual Report Writing

Annual report executive summary, annual report templates, smb: small and midsize business.

  • Letter or statement from the CEO
  • Executive Summary
  • Highlights of the past year
  • Company information
  • Optional: Stories, photos, and charts that construct a relatable narrative for investors.
  • Optional: Instead of targeting investors, a small business can address and inspire employees in a special section.
  • Financials:
  • Balance sheet: Listing the company's current financial condition including tangible and intangible assets, long-term liabilities of the business, and equity, the balance sheet is a snapshot of how the company is doing.
  • Income statement: Details on revenue and expenses to highlight profits and losses.
  • Cash flow statement: Here the focus is on liquidity generated and spent in the past year
  • Audit : If necessary or appropriate, include an auditor's report on the company's financial situation. Such an audit can be done internally or externally.
  • Optional: Notes, appendix and clarification of financial statements.
  • Optional: Accounting policies.
  • Optional: A disclaimer about your forecast of expenses and revenue.

Nonprofit Organization / Non-Governmental Organization

  • Welcome letter or personal introduction: This is your opportunity to showcase your mission. Your supporters probably don’t think as much about your mission as you do, so repeating your mission statement throughout the report is acceptable. Demonstrate throughout the report how your organization embodies, pursues, and fulfills that statement.
  • Summary of highlights: Select major accomplishments you want to showcase and keep it engaging, but concise to not lose the attention of your readers. Limit the number of highlights and make sure to be inclusive: ask different people in all parts of the organization for their personal picks. Ensure that the accomplishments in the summary are in line with your message and mission statement. If possible, find a theme (such as growth, support, hope, responsibility etc.) to unite the highlights. Clarity is key, so spell out how the highlights relate to the organization’s mission.
  • Financial information
  • Three stories of accomplishment:
  • The big picture
  • A personal touch
  • Example of past impact shaping the future
  • Donor list: Depending on your organization, you can list donors, funders, volunteers, partners, sponsors, or association members.
  • Mission statement / vision statement
  • Summary of highlights
  • Overview of the charity: Here you can give a brief summary of the history and talk about the charity, the people and the supporters.
  • Governance: This will include legal information about the exact type of charity and the structure and management. You can include a report by the chairperson or CEO and state the objectives and activities as outlined in the chart.
  • Financials: This section can include:
  • Treasurer’s report
  • Auditor’s statement or report
  • Financial statements
  • Other optional sections:
  • Acknowledgements
  • Call for contributions / action
  • Future outlook
  • State the mission clearly and relate back to it when you outline and highlight the activities and achievementsState clearly the organization’s mission and relate the activities back to the mission throughout the report.
  • The information about the governance and structure of the charity should also reflect the mission.
  • Disclose the charity’s risks, issues and challenges in the context of the mission.
  • Avoid splintering your annual report into many mini-reports by your charity’s committees, if they exist. You can make these smaller reports available individually on the charity’s website.
  • Welcome letter or personal introduction: Words by a founding member, church body or pastor to address the audience and set the tone for the annual report.
  • Mission statement: What are the objectives and activities of the church?
  • Overview: The identity of the church and its members as well as the values and the calling of the church, followed by details on the structure, governance, and management
  • Stories of accomplishment and the church's work, for example:
  • The community
  • The mission and outreach
  • Charity work with a personal touch
  • Statement of Financial Activities
  • Charity Balance Sheet
  • Cash Flow Statement
  • Notes to financial statements
  • Audit by committee or independent auditor
  • Callout: In this section, you can list donors, funders, volunteers, partners, sponsors, or church members as well as provide a call to action, for example to donate, take part in church work, or become a member.

What Is An Annual Report?

What is the purpose of an annual report.

Financials: Statements and audits of the financials as well as financial performance and goals of a company can comprise the bulk content of an annual report. Projected and achieved revenue figures are part of this section. A company might also report expansion, growth, revenue increase plans, as well as a return-on-investment analysis or effectiveness study. A nonprofit organization might account for its spending, report donations and also project financial goals. Achievements: A year-in-review goes beyond financial numbers and annual reports often feature a mission statement and highlight past achievements, which could include research, investment in personnel of infrastructure, employee benefits, personal success stories, customer or user testimonials, or product launches. This section seeks to portray the company as an innovator and industry leader which attracts participation. Promotion: An annual report is an opportunity for marketing and public relations, either in a special section, or throughout the entire report. The goal is to attract new shareholders, excite existing investors, and raise brand awareness with the general public. Compliance: Companies produce annual reports even when they don’t have to because they want to benefit from the marketing and PR opportunities. Publicly traded companies and entities that fit certain other criteria have to file annual reports with the SEC, the US Securities and Exchange Commission. To avoid producing two different reports, these companies commonly produce one general report that meets the compliance standards. Pro Tip If your annual report has to meet certain compliance standards (such as the SEC Form 10-K for publicly traded companies), make the best use of your resources and only produce one report for your entire audience which includes the necessary information.

What Are Annual Report Formats?

Printed Annual Reports: Traditionally, an annual report is a glossy and high-end print product distributed to shareholders, regulators, members of the press, and figures selected for marketing and PR reasons. The production and distribution of a high-quality print product is also a cost factor that has to be figured into the overall budget. Electronic Annual Reports: The advantage of a print production is that companies and organizations can simply re-use the document and make their annual report available in electronic format, for example as a PDF download on their website. This version can also be distributed through email and other digital means. Interactive Online Annual Reports: With this format, readers can browse and view an annual report just like a website. Graphs and charts can be animated or interactive, and there is the possibility of embedding videos and other multimedia material. You can precisely track reach and engagement with digital online annual reports and brand and design the it just like the website of your company or organization. Pro Tip An online, interactive annual report is a cost-effective opportunity to use your reporting to drive engagement and get the best results from making your report available to a broad audience.

What To Include

Chairperson’s statement or letter: The CEO, the primary owner or the chairperson usually addresses readers with an introduction in the form of a letter or personal statement. This might highlight the most significant developments as snapshots, include brief details of company initiatives, and give a brief summary of the financials–sort of like a teaser of what’s to come. This part commonly also focuses on the challenges, achievements, and growth. Business profile: In this section, you can profile your company or organization with a mission statement, and details on the corporate office, the board, the team or the employees. You can highlight your products or services which are the main revenue drivers, provide an analysis of the market, the competition, or the risk factors, and profile both the investors or donors you have and the ones you are looking for. Financials: Regulation and compliance will largely dictate what to include in this section, but unlike in other sections of your annual report, there is no room for storytelling, embellishing, or flowery language. Transparency, accuracy, and thorough reporting are key here. The absolute numbers speak about the company’s performance to investors, shareholders and stakeholders, regulators, employees, and the general public. Readers will get a complete picture of the profit and loss of the past year, the revenue and its division into earnings retained, investment, and operational expenses, and the company’s shares. A typical sequence in this section could be: income statement, balance sheet, equity statement, cash flow statement, and shareholder information with earnings per share. Consolidated statements can be followed with longer, in-detail explanations of the financials. Auditor’s Report: An audit of the financial situation and the spending can be split into the reporting of an audit committee and the reporting of an independent auditor or auditing body. Some companies include the former in their business profile, and the latter as part of the financial statements. Other sections: Depending on your company, other sections can be a director’s report, accounting policies, general policies, stories, image material, and details about other activities not related to the business, such as corporate social and environmental responsibility reports.

Annual Report Writing

Produce a brief.

  • Format of your finished annual report and specifications for a printed product, if necessary, such as size and quantity.
  • Expectations for internal and external contributors. This includes length of requested texts, design standards, style questions, and timelines.
  • Specifications for deliverables that define the schedule, data, and format for contributors.
Background information or mission statement Concepts and deliverables Timing / deadlines Objectives of the annual report Key messages of the annual report Short description of the brand, personality, and audience Writing, style, and design specifications Pro Tip Write the brief for your annual report before you or anyone starts work on the actual report. Compose a clear annual report brief to avoid conflict, because conflict often stems from misunderstanding or miscommunication. Clarity helps everyone fulfill their roles during production.

How To Write The Executive Summary

Who is your audience? This will help you decide what critical information readers need. Make the story you tell in your annual report resonate with them. What is the objective of the summary? It serves the function of summarizing, but in addition, what do you need the audience to understand? What reaction should they have, what action should they take? What is the outcome? The executive summary should also list conclusions or recommendations based on the past year on which you are reporting. What changes are necessary, what actions will the business take in the future? What are the benefits of the achievements, which improvement will the company reap from implemented solutions? Don't make the reader guess or work to find out about the future course of the company or organization. How will you impress? Of course your executive summary should be able to stand out and give all the important details even for those who decide to skip the rest of the report. But ideally, it is able to draw the audience in and make them read on. Don't inflate numbers, invent facts or dress up the truth, of course, but carefully consider how you shape your message and organize your summary.

Format For The Executive Summary

Order of appearance: Apart from opening lines, you’ll have to decide if your summary follows the exact structure of your report as laid out in the table of contents, or if you organize it differently and establish a varying level of importance. In both cases, you can use subheadings to introduce sections and use bullet points as well as enough space to make the summary visually appealing and accessible to scanning. Length: When your summary reaches a length of two pages or beyond, it arguably stops being a summary and becomes an outright introduction. Be brief but comprehensive. Do a sketch where you describe each necessary section in just one word, then elaborate to three words, then a whole sentence. Sometimes a flow or coherence is better for the executive summary than giving a complete overview of the annual report. Tone of voice: The executive summary is formal and not casual and should match your target audience in tone of voice. Yet it’s neither the time nor place to get into technical jargon, lengthy definitions, and presentation of information that is only accessible with background information, expertise, or in-depth knowledge of the subject matter. Avoid acronyms and data that couldn’T stand for itself.
Any changes to the report require at least a check if not an update of the executive summary to ensure information remains relevant and consistent. Organize the summary either matching the table of contents or in the order of importance. Check for jargon, technical terms, filler words, and superfluous acronyms. Use active voice and direct language. Sparsely present precise and factual data from the report as highlights. Check to remove redundant information, repetitions, clichés, buzzwords, unnecessary phrases, and mixed messages. Use bullet points, subheadings and tables where appropriate to structure information. Format for readability and leave enough space. Check to include the most relevant information but remove anything not supported by the full report from the executive summary. Changes to headlines or sections of the report need to be reflected in the summary. Edit for brevity. Use test readers to verify that the summary stands alone to support your objectives.

Checklist For Your Annual Report Executive Summary

  • Your Company Info
  • Your Elevator Pitch
  • The Problem You Are Solving
  • Your Solution
  • Your Target Audience
  • Your Competitive Analysis
  • Your Financials: Budget
  • Your Financials: Revenue
  • Your Financials: Funding
  • Your Financials: Pricing
  • Your Corporate Strategy
  • Your Support Plan
  • Your Leadership And Team
  • Your Partners Or Donors

Executive Summary Template

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Communication

Step-by-Step Guide To Writing An Annual Report For Small & Growing Nonprofits

Kindful • April 19, 2021

nonprofit communication

Writing an annual report is an important component of doing business as a nonprofit organization. When it is well written and visually pleasing, it can inspire potential donors to jump on board and donate money, initiate major gifts from corporations and foundations, and ensure that those who already donate to your organization keep on giving.

Whether you are new to writing annual reports or would like to improve the reports you already send out each year, we have created a step-by-step guide to help you write an annual report that is full of inspiration and a vision for the future.

  • Brainstorm and create an outline
  • Compile all of the information for your annual report
  • Lay out your annual report so that it’s visually appealing
  • Review and edit your annual report
  • Distribute your annual report

1. Brainstorm and create an outline.

Before diving in and actually getting to work on writing your organization’s annual report, brainstorm and create an outline so that you and your team can organize all of your thoughts and ideas. Annual reports are packed full of information, and you want to ensure that all of the information flows in a pleasing and logical manner for the reader.

Your annual report should educate potential new donors to give money to your organization for the first time as well as inspire established donors to give more. When creating your outline, be sure to include plenty of feel-good success stories as well as a detailed explanation on how donations benefit the community you’re serving. Your annual report should be full of colorful pictures and pleasing graphics to hold the attention of the reader.

2. Compile all of the information for your annual report.

Now that you have brainstormed and created a basic outline of what to include on your annual report, it’s time to compile all of the data and graphics to include in the document. Gather information about your financials, what projects and initiatives their donations funded, how many people in the community were served, and what the goals and objectives are for the future.

Within your annual report, you should also include data and statistics about specific fundraising events and campaigns, highlighting how successful they were. Also, be sure to include personal stories from community members your nonprofit served.

3. Lay out your annual report so that it is visually appealing.

If your nonprofit doesn’t have a well-established public relations and marketing department with designers who can create a template for you, there are many templates you can download online for free or for a nominal fee. An annual report does not need to be book-length, but should at least contain a few pages, so you have enough space to include all of the pertinent information. Brochures and booklet size publications are ideal for annual reports.

Create a captivating cover page for your annual report so that everyone on your report’s distribution list has a clear understanding of what you are sending them. The first page of the report should be reserved for a letter by the CEO of your organization to donors and community members discussing the achievements, challenges, and visions for the future. The following pages should contain the “meat” of your annual report, which includes photos, stories, statistics, and graphs.

4. Review and edit your annual report.

After drafting your annual report, be sure to look it over with a fine-tooth-comb to ensure all of the data, information, and statistics are accurate. Consider assigning the editing task to someone on your team who did not help write the report for a fresh perspective. The drafted report should also be reviewed by the leadership executives of your nonprofit for approval before the report is distributed to stakeholders and the community. Once the editing process is complete, you can fine-tune the layout and get the report ready for final copy.

5. Distribute your annual report.

The final step of creating your organization’s annual report is to distribute it to your community. You can use your nonprofit’s CRM database to make this an easy and efficient task. First, determine who you are going to directly send the report to, whether it be corporate and major gift donors, donors who contribute “X” amount or more to your organization each year, or if you are going to send it to the entire community.

Distribute your annual report in a multitude of different ways, including by way of email, posting it to your organization’s website, and sending copies via direct mail. Use the bulk email function within your CRM software to send out electronic copies of the report.

Where can I find annual report templates and examples?

You can find plenty of templates and examples online that will help guide you through the process of writing an engaging annual report. For example, the Council of Nonprofits has an entire library of resources and templates to assist you with many topics regarding nonprofit business management.

An annual report is an essential business tool of any nonprofit, and it helps paint a picture of the mission of your organization. Not only does the annual report highlight how donor dollars were utilized throughout the year, but it also showcases your organization’s vision for the future. When done well, it can inspire community members to donate more and help you grow and create more of an impact well into the future.

Schedule a live demo with our partner Bloomerang, and we’ll show you how easy it is to create and automate reports, utilize online and offline fundraising tools, quickly integrate and access all your data, and ultimately create more time to engage your donors.

Filed Under:    Communication

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APA Citation Guide (7th edition) : Annual Reports

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All citations should be double spaced and have a hanging indent in a Reference List.

A "hanging indent" means that each subsequent line after the first line of your citation should be indented by 0.5 inches.

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It is acceptable for hyperlinks to be blue and underlined (live) or black without underlining.

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Annual Report

Name of Company/Group. (Year of Annual Report). Title of report . DOI or URL

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Research Prospect

how to write an academic report: Examples and tips

how to write an academic report: Examples and tips

Writing a report should be concise and to the point. It should also be relevant to the topic. Make sure to check your work with someone and read it aloud. Proofreading is also important because computer programs cannot catch every mistake. You may even want to wait a day before you read it to make sure that it is error-free. Keep in mind that an academic report differs from a business or technical report.

Avoiding the present tense

While the present tense is commonly used in academic writing, it isn’t always necessary. When anyone tells you about writing how to write an academic report , you can switch the tense within the same sentence or paragraph when you shift from general statements to more specific examples based on research. Other times, it’s appropriate to use the present tense when you write about a particular event that has changed over time.

The best time to use either tense is determined by the context in which you’re writing. While both are acceptable, you’ll want to ensure that your reader knows when you made your findings. In most cases, the present tense will mean that you’re writing about the time you did the research, while the past tense can be interpreted in different ways.

Introducing your topic

The introduction is the first section of your paper, and it should capture the reader’s interest and make them want to read the rest of your paper. You can do this by opening with a compelling story, question, or example that shows why your topic is important. The hook should also establish the relevance of your paper in the wider context.

The introduction should also have a thesis statement, which should explain your research paper’s topic and point of view. This statement will guide the organization of your essay. A strong thesis statement is specific, clear, and able to be proved.

Stating your thesis statement

Your thesis statement should be clear and concise. It should be able to persuade others while laying out your strong opinions. It should also contain an argument. For example, you could argue that the government should ban 4×4 pickup trucks. Or, you might argue that the amount of foul language in movies is disproportionate to the amount of it in real life.

A strong thesis statement contradicts a commonly held viewpoint. It is not too complex to explain over the course of the paper. It should also express a single main idea.

Putting together an outline before writing your report

Putting together an outline is a great way to organize your paper. Outline the content that you will cover and how you plan to support your main point. You can use a list format or alpha-numeric format to organize your outline. Regardless of the format, your outline should have a parallel structure and include the same types of words in each section. It is also a good idea to include citations whenever possible.

When you’re writing, outlining will help you get the most out of your writing. It will save you time and effort when writing because you can make full sentences and well-developed essays with an outline.

Avoiding jargon

One of the most important things to remember when writing an academic report is to avoid using jargon. These words are often difficult to understand, and although they are useful shorthand for scientists, they may alienate non-specialist readers. The use of jargon is the most common reason that readers complain about writing, but there are ways to replace these terms with plainer versions.

Jargon is specialized terminology used by a specific group. It can be incredibly difficult to understand if you’re not part of the group. It also tends to make your writing more complicated and shows that you’re trying to show off your knowledge.

How to Write an Academic Report – Examples and Tips

While the present tense is commonly used in academic writing, it isn’t always necessary. When writing an academic report, you can switch the tense within the same sentence or paragraph when you shift from general statements to more specific examples based on research. Other times, it’s appropriate to use the present tense when you write about a particular event that has changed over time.

Owen Ingram is a research-based content writer, who works for Cognizantt, a globally recognised professional SEO service and Research Prospect , a Servizio di redazione di saggi e dissertazioni . Mr Owen Ingram holds a PhD degree in English literature. He loves to express his views on a range of issues including education, technology, and more.

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How to Write a Financial Report

Last Updated: August 23, 2023 Fact Checked

This article was co-authored by Michael R. Lewis . Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas. He has over 40 years of experience in business and finance, including as a Vice President for Blue Cross Blue Shield of Texas. He has a BBA in Industrial Management from the University of Texas at Austin. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 385,353 times.

A financial report is an informational document about the financial health of a company or organization, which includes a balance sheet, an income statement and a statement of cash flows. Financial reports are often reviewed and analyzed by business managers, boards of directors, investors, financial analysts and government agencies. Reports must be prepared and disseminated in a timely manner, and they must be accurate and clear. Although creating a financial report may seem daunting, the accounting required is not all that difficult.

Preparing to Write

Step 1 Decide on a time frame.

  • To determine the period of time your financial report should cover, review the governing documents of your organization, such as the bylaws, corporate charter or articles of incorporation. These documents may describe how often the financial report should be prepared.
  • Ask an executive at your organization how frequently reports are expected to be prepared.
  • If you are the executive of your own organization, consider when the financial report would be most useful to you and select that as your financial report date.

Step 2 Review your ledgers.

  • For example, make sure all accounts payable and receivable have been processed, verify that the bank reconciliation is complete, and ascertain whether all inventory purchases and product sales have been recorded.
  • You'll also need to consider any liabilities that may be unrecorded as of the financial report date. For example, has the company received any services that have not been invoiced? Are employees owed wages that have not yet been paid? These items represent accrued liabilities and must be recorded in the financial statements.

Step 3 Gather any missing information.

Preparing the Balance Sheet

Step 1 Set up the balance sheet page.

  • The balance sheet items are reported as of a specific day of the year. For example, the balance may be prepared as of December 31.

Step 2 Format your balance sheet appropriately.

  • Start with current assets, such as cash and any items that will be converted to cash within one year of the balance sheet date. At the end of this section, include a subtotal of the current assets. [2] X Research source
  • Next, list the non-current assets. Non-current assets are defined as any assets that are not in the form of cash and will not be converted to cash any time soon. For example, property, equipment and notes receivable are non-current assets. Include a subtotal of the non-current assets.
  • Finally, sum the current and non-current subtotals and label this line “Total Assets.”

Step 4 List your liabilities.

  • Begin by listing current liabilities. These are liabilities that are due within one year, and typically include accounts payable, accrued liabilities and the short-term portion of mortgages and other loan payments. Include a subtotal of the current liabilities. [3] X Research source
  • Next, include the long-term liabilities. These are any liabilities that will not be settled within one year, such as long-term debt and notes payable. Include a subtotal of long-term liabilities.
  • Sum the current and non-current subtotals and label this line “Total Liabilities.”

Step 5 List all sources of equity.

  • Here, make a list of all the equity accounts, such as common stock, treasury stock and retained earnings. Once all the equity accounts are listed, sum them and add the caption “Total Equity.”

Step 6 Add up the liabilities and equity.

  • Shareholder's equity should correspond to a company's assets minus its liabilities. As mentioned previously, this is the money that would be left over if all assets were sold and all liabilities paid. Hence, liabilities plus equity should be equal to assets.
  • If the balance sheet does not balance, double check your work. You may have omitted or miscategorized one of your accounts. Double check each column individually and make sure everything is included that ought to be. You may have missed a valuable asset, or a significant liability.

Preparing the Income Statement

Step 1 Set up the income statement page.

  • For example, an income statement is often drafted for the period from January 1 to December 31 of a particular year.
  • Note that it is possible to prepare a financial report for a single quarter or month, while your income statement might be for a full year. Your financial report will be easier for readers to understand if they are for the same period, but this isn't strictly necessary.

Step 2 List sources of revenue.

  • Be sure to report each type of revenue separately, adjusted as necessary for any sales discounts or return allowances, for example: “Sales, $10,000” and “Service Income, $5,000.”
  • Organize the sources of revenue in a way that is meaningful to the company. Some options may be revenue by geographical region, by management team or by specific product.
  • When all revenue sources have been included, sum them and report the total as “Total Revenue.”

Step 3 Report the costs of goods sold.

  • To calculate a cost of goods, you should add the direct materials, direct labor, factory costs and shipping or delivery expenses. [7] X Research source
  • Subtract cost of goods sold from total revenue and title this number “Gross Profit.” [8] X Trustworthy Source U.S. Securities and Exchange Commission Independent U.S. government agency responsible for regulating the securities industry, which includes stocks and options exchanges Go to source

Step 4 Record operating expenses.

  • Subtract the sum of these costs from your gross profit and title this number “Profit Before Taxes.”

Step 5 Include retained earnings.

  • Adding retained earnings from the beginning of the year to the current year's net income or loss results in the total retained earnings balance.

Preparing a Statement of Cash Flows

Step 1 Set up your cash flows statement page.

  • Similar to the income statement, the statement of cash flows covers a period of time, such as January 1 to December 31.

Step 2 Create an operating activities section.

  • List the operating activities of the organization. This may include items such as cash receipts from sales and cash paid for inventory. Subtotal these items and label the resulting total “Net Cash Provided by Operating Activities.”

Step 3 Create an investing activities section.

  • This section relates to cash paid or received from investments in property and equipment, or investments in securities, such as stocks and bonds. [10] X Trustworthy Source U.S. Securities and Exchange Commission Independent U.S. government agency responsible for regulating the securities industry, which includes stocks and options exchanges Go to source
  • Add a subtotal called “Net Cash Provided by Investing Activities.”

Step 4 Include financing activities.

  • This section should shows inflows and outflows from securities and debt issued by the organization. [11] X Trustworthy Source U.S. Securities and Exchange Commission Independent U.S. government agency responsible for regulating the securities industry, which includes stocks and options exchanges Go to source Add a subtotal called “Net Cash Provided by Financing Activities.”

Step 5 Sum up the categories.

  • You can add the increase or decrease in cash to the cash balance at the beginning of the period. The sum of these two numbers should equal the cash balance shown on your balance sheet.

Step 6 Add any important notes or narrative.

  • The notes might contain information about company history, future plans or industry information. This is your opportunity to explain to investors what the report means and what it shows or doesn't show. It can help potential investors see the company through your eyes. [12] X Trustworthy Source U.S. Securities and Exchange Commission Independent U.S. government agency responsible for regulating the securities industry, which includes stocks and options exchanges Go to source
  • Typically, the notes also include an explanation of accounting practices and procedures used by the company and explanations of balance sheet captions.
  • This section also often includes details about the company's tax situation, pension plans, and stock options.

Expert Q&A

Michael R. Lewis

  • Refer to the Generally Accepted Accounting Principles (GAAP) for additional help in preparing financial reports. GAAP is the standard for accountants and financial professionals in all businesses and industries. [13] X Research source Thanks Helpful 0 Not Helpful 0
  • If you are having trouble preparing your financial report, look up the financial report of a company that operates in the same industry as your organization. You may be able to take away valuable insights about how to format your report. The Securities and Exchange Commission's website publishes financial statements for a variety of different companies. [14] X Trustworthy Source U.S. Securities and Exchange Commission Independent U.S. government agency responsible for regulating the securities industry, which includes stocks and options exchanges Go to source Thanks Helpful 0 Not Helpful 0
  • Remember to use clear labels for each entry in the balance sheet and on the income statement. The information should be clear to a reader of the financial statements who is not familiar with the specifics of your company. Thanks Helpful 0 Not Helpful 0

how to write a annual report essay

  • The professional regulations governing financial statements and footnotes are extensive. Consider consulting a Certified Public Accountant or other financial services professional for additional help with your financial report to make sure your report has been prepared properly and legally. Thanks Helpful 0 Not Helpful 0

You Might Also Like

Write an Income Statement

  • ↑ https://online.hbs.edu/blog/post/how-to-prepare-a-balance-sheet
  • ↑ http://www.sec.gov/investor/pubs/begfinstmtguide.htm
  • ↑ http://www.accountingtools.com/questions-and-answers/how-to-calculate-the-cost-of-goods-sold.html
  • ↑ http://www.investopedia.com/terms/g/gaap.asp
  • ↑ http://www.sec.gov/

About This Article

Michael R. Lewis

To write a financial report, format a balance sheet that lists assets, liabilities, and equity. Combine the totals for each category and include the final total at the bottom of the sheet. Next, create an income statement page to list revenue, cost of goods sold, operating expenses, and retained earnings, then sum those categories. Lastly, create a cash flows statement page to compile operating, investing, and financing activities and include a sum at the bottom. For tips on preparing and organizing your data before writing the report, read on! Did this summary help you? Yes No

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How to Cite an Annual Report in APA Referencing

How to Cite an Annual Report in APA Referencing

3-minute read

  • 16th May 2023

An annual report is a company’s yearly financial report to its stakeholders. It details its operations and commercial information from the previous year. Annual reports particularly interest shareholders since they allow them to analyze a company’s financial performance before they make investment decisions.

But what does all this mean for you? Whether your research involves general financial practices or those of specific businesses, you may need to cite data from an annual report. In this post, we’ll cover the basics of how to cite an annual report in the text and present it in your reference list using APA style .

In-Text Citations for an Annual Report

Citing an annual report in the text is similar to citing a book or website. For parenthetical citations – when the author doesn’t appear in the sentence – follow the quote from the report with the author (most likely the organization) and the publication year, both in the same set of parentheses. For narrative citations – when the author appears in the sentence – follow the author’s name with the publication year in parentheses. For example:

Annual Reports in an APA Reference List

When creating your reference list , make sure you include all the required information:

●  Organization or author

●  Year of publication

●  Title of the annual report (italicized)

●  DOI or URL

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Note that for print reports (rather than online reports), you should include the report number and publisher if available. However, the publisher of annual reports is almost always the organization itself. You can omit the publisher to avoid redundancy if this is the case.

The organizations most likely to release annual reports are government agencies and private corporations. The report’s author is often the corporation or agency itself, but not always. If a report has 20 authors or fewer, give the surname and initials of all 20, with the final name preceded by an ampersand (&). Here is an example using four authors:

For more than 20 authors, give the first 19 names followed by an ellipsis (…), and provide the final author’s name after the ellipsis.

The format for reference-list entries for an annual report from a private company or government agency is therefore:

The Coffee Spot example cited above would appear as:

First-Rate Academic Proofreading

Whether you’re writing a short essay or a dissertation, your work isn’t complete unless you properly cite all your sources. To read more, check out our tips on how to format your reference page and in-text citations using APA style .

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The Beginner's Guide to Writing an Essay | Steps & Examples

An academic essay is a focused piece of writing that develops an idea or argument using evidence, analysis, and interpretation.

There are many types of essays you might write as a student. The content and length of an essay depends on your level, subject of study, and course requirements. However, most essays at university level are argumentative — they aim to persuade the reader of a particular position or perspective on a topic.

The essay writing process consists of three main stages:

  • Preparation: Decide on your topic, do your research, and create an essay outline.
  • Writing : Set out your argument in the introduction, develop it with evidence in the main body, and wrap it up with a conclusion.
  • Revision:  Check your essay on the content, organization, grammar, spelling, and formatting of your essay.

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Table of contents

Essay writing process, preparation for writing an essay, writing the introduction, writing the main body, writing the conclusion, essay checklist, lecture slides, frequently asked questions about writing an essay.

The writing process of preparation, writing, and revisions applies to every essay or paper, but the time and effort spent on each stage depends on the type of essay .

For example, if you’ve been assigned a five-paragraph expository essay for a high school class, you’ll probably spend the most time on the writing stage; for a college-level argumentative essay , on the other hand, you’ll need to spend more time researching your topic and developing an original argument before you start writing.

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Before you start writing, you should make sure you have a clear idea of what you want to say and how you’re going to say it. There are a few key steps you can follow to make sure you’re prepared:

  • Understand your assignment: What is the goal of this essay? What is the length and deadline of the assignment? Is there anything you need to clarify with your teacher or professor?
  • Define a topic: If you’re allowed to choose your own topic , try to pick something that you already know a bit about and that will hold your interest.
  • Do your research: Read  primary and secondary sources and take notes to help you work out your position and angle on the topic. You’ll use these as evidence for your points.
  • Come up with a thesis:  The thesis is the central point or argument that you want to make. A clear thesis is essential for a focused essay—you should keep referring back to it as you write.
  • Create an outline: Map out the rough structure of your essay in an outline . This makes it easier to start writing and keeps you on track as you go.

Once you’ve got a clear idea of what you want to discuss, in what order, and what evidence you’ll use, you’re ready to start writing.

The introduction sets the tone for your essay. It should grab the reader’s interest and inform them of what to expect. The introduction generally comprises 10–20% of the text.

1. Hook your reader

The first sentence of the introduction should pique your reader’s interest and curiosity. This sentence is sometimes called the hook. It might be an intriguing question, a surprising fact, or a bold statement emphasizing the relevance of the topic.

Let’s say we’re writing an essay about the development of Braille (the raised-dot reading and writing system used by visually impaired people). Our hook can make a strong statement about the topic:

The invention of Braille was a major turning point in the history of disability.

2. Provide background on your topic

Next, it’s important to give context that will help your reader understand your argument. This might involve providing background information, giving an overview of important academic work or debates on the topic, and explaining difficult terms. Don’t provide too much detail in the introduction—you can elaborate in the body of your essay.

3. Present the thesis statement

Next, you should formulate your thesis statement— the central argument you’re going to make. The thesis statement provides focus and signals your position on the topic. It is usually one or two sentences long. The thesis statement for our essay on Braille could look like this:

As the first writing system designed for blind people’s needs, Braille was a groundbreaking new accessibility tool. It not only provided practical benefits, but also helped change the cultural status of blindness.

4. Map the structure

In longer essays, you can end the introduction by briefly describing what will be covered in each part of the essay. This guides the reader through your structure and gives a preview of how your argument will develop.

The invention of Braille marked a major turning point in the history of disability. The writing system of raised dots used by blind and visually impaired people was developed by Louis Braille in nineteenth-century France. In a society that did not value disabled people in general, blindness was particularly stigmatized, and lack of access to reading and writing was a significant barrier to social participation. The idea of tactile reading was not entirely new, but existing methods based on sighted systems were difficult to learn and use. As the first writing system designed for blind people’s needs, Braille was a groundbreaking new accessibility tool. It not only provided practical benefits, but also helped change the cultural status of blindness. This essay begins by discussing the situation of blind people in nineteenth-century Europe. It then describes the invention of Braille and the gradual process of its acceptance within blind education. Subsequently, it explores the wide-ranging effects of this invention on blind people’s social and cultural lives.

Write your essay introduction

The body of your essay is where you make arguments supporting your thesis, provide evidence, and develop your ideas. Its purpose is to present, interpret, and analyze the information and sources you have gathered to support your argument.

Length of the body text

The length of the body depends on the type of essay. On average, the body comprises 60–80% of your essay. For a high school essay, this could be just three paragraphs, but for a graduate school essay of 6,000 words, the body could take up 8–10 pages.

Paragraph structure

To give your essay a clear structure , it is important to organize it into paragraphs . Each paragraph should be centered around one main point or idea.

That idea is introduced in a  topic sentence . The topic sentence should generally lead on from the previous paragraph and introduce the point to be made in this paragraph. Transition words can be used to create clear connections between sentences.

After the topic sentence, present evidence such as data, examples, or quotes from relevant sources. Be sure to interpret and explain the evidence, and show how it helps develop your overall argument.

Lack of access to reading and writing put blind people at a serious disadvantage in nineteenth-century society. Text was one of the primary methods through which people engaged with culture, communicated with others, and accessed information; without a well-developed reading system that did not rely on sight, blind people were excluded from social participation (Weygand, 2009). While disabled people in general suffered from discrimination, blindness was widely viewed as the worst disability, and it was commonly believed that blind people were incapable of pursuing a profession or improving themselves through culture (Weygand, 2009). This demonstrates the importance of reading and writing to social status at the time: without access to text, it was considered impossible to fully participate in society. Blind people were excluded from the sighted world, but also entirely dependent on sighted people for information and education.

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The conclusion is the final paragraph of an essay. It should generally take up no more than 10–15% of the text . A strong essay conclusion :

  • Returns to your thesis
  • Ties together your main points
  • Shows why your argument matters

A great conclusion should finish with a memorable or impactful sentence that leaves the reader with a strong final impression.

What not to include in a conclusion

To make your essay’s conclusion as strong as possible, there are a few things you should avoid. The most common mistakes are:

  • Including new arguments or evidence
  • Undermining your arguments (e.g. “This is just one approach of many”)
  • Using concluding phrases like “To sum up…” or “In conclusion…”

Braille paved the way for dramatic cultural changes in the way blind people were treated and the opportunities available to them. Louis Braille’s innovation was to reimagine existing reading systems from a blind perspective, and the success of this invention required sighted teachers to adapt to their students’ reality instead of the other way around. In this sense, Braille helped drive broader social changes in the status of blindness. New accessibility tools provide practical advantages to those who need them, but they can also change the perspectives and attitudes of those who do not.

Write your essay conclusion

Checklist: Essay

My essay follows the requirements of the assignment (topic and length ).

My introduction sparks the reader’s interest and provides any necessary background information on the topic.

My introduction contains a thesis statement that states the focus and position of the essay.

I use paragraphs to structure the essay.

I use topic sentences to introduce each paragraph.

Each paragraph has a single focus and a clear connection to the thesis statement.

I make clear transitions between paragraphs and ideas.

My conclusion doesn’t just repeat my points, but draws connections between arguments.

I don’t introduce new arguments or evidence in the conclusion.

I have given an in-text citation for every quote or piece of information I got from another source.

I have included a reference page at the end of my essay, listing full details of all my sources.

My citations and references are correctly formatted according to the required citation style .

My essay has an interesting and informative title.

I have followed all formatting guidelines (e.g. font, page numbers, line spacing).

Your essay meets all the most important requirements. Our editors can give it a final check to help you submit with confidence.

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An essay is a focused piece of writing that explains, argues, describes, or narrates.

In high school, you may have to write many different types of essays to develop your writing skills.

Academic essays at college level are usually argumentative : you develop a clear thesis about your topic and make a case for your position using evidence, analysis and interpretation.

The structure of an essay is divided into an introduction that presents your topic and thesis statement , a body containing your in-depth analysis and arguments, and a conclusion wrapping up your ideas.

The structure of the body is flexible, but you should always spend some time thinking about how you can organize your essay to best serve your ideas.

Your essay introduction should include three main things, in this order:

  • An opening hook to catch the reader’s attention.
  • Relevant background information that the reader needs to know.
  • A thesis statement that presents your main point or argument.

The length of each part depends on the length and complexity of your essay .

A thesis statement is a sentence that sums up the central point of your paper or essay . Everything else you write should relate to this key idea.

The thesis statement is essential in any academic essay or research paper for two main reasons:

  • It gives your writing direction and focus.
  • It gives the reader a concise summary of your main point.

Without a clear thesis statement, an essay can end up rambling and unfocused, leaving your reader unsure of exactly what you want to say.

A topic sentence is a sentence that expresses the main point of a paragraph . Everything else in the paragraph should relate to the topic sentence.

At college level, you must properly cite your sources in all essays , research papers , and other academic texts (except exams and in-class exercises).

Add a citation whenever you quote , paraphrase , or summarize information or ideas from a source. You should also give full source details in a bibliography or reference list at the end of your text.

The exact format of your citations depends on which citation style you are instructed to use. The most common styles are APA , MLA , and Chicago .

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Citation guides

All you need to know about citations

How to cite an annual report in Harvard

Harvard annual report citation

To cite an annual report in a reference entry in Harvard style include the following elements:

  • Author or organization: Give the last name and initials (e. g. Watson, J.) of up to three authors with the last name preceded by 'and'. For four authors or more include the first name followed by et al., unless your institution requires referencing of all named authors.
  • Year of publication: Give the year in round brackets.
  • Title of the annual report: Give the title as presented in the source. Only the first letter of the first word and proper nouns are capitalized.
  • Place of publication: List the city and the US state using the two-letter abbreviation. Spell out country names if outside of the UK or the USA.
  • Publisher: Give the name of the publisher.

Here is the basic format for a reference list entry of an annual report in Harvard style:

Author or organization . ( Year of publication ) Title of the annual report . Place of publication : Publisher .

Take a look at our reference list examples that demonstrate the Harvard style guidelines in action:

An annual report by a government agency

Office of Law Enforcement . ( 2016 ) Accomplishments 2015 . Falls Church, VA : U.S. Fish & Wildlife Service .

An annual report by a private company

Hess Corporation . ( 2018 ) Annual Report . New York, NY : Hess Corp .

harvard cover page

This citation style guide is based on the Cite Them Right (10 th edition) Harvard referencing guide.

More useful guides

  • UQ Harvard referencing style: Report
  • Citing & Referencing: Harvard Style
  • Harvard referencing tutorial

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  • MLA: how to cite a newspaper article
  • Harvard: how to cite a computer program
  • Harvard: how to cite an online thesis

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How to Write a Self Evaluation (With Examples)

how to write a annual report essay

Self evaluations are performance assessments that bring you and your manager together to rate your performance over a given time span (quarterly, semi-annually, annually) either using a scale (one to 10 or one to five) or by answering open-ended questions. You complete the evaluation and so does your manager. During the performance review , the two of you compare notes to arrive at a final evaluation.

What Is a Self Evaluation?

Self evaluations are performance assessments that both employees and managers complete. They can be done quarterly, semi-annually or annually, and range from open-ended questions discussed to ratings given on a numeric scale.

Writing about yourself, especially if those words are going to be part of your permanent work record, can be daunting. But it doesn’t have to be. In fact, self evaluations give you a voice in your performance review , and they’re opportunities to outline your career goals and get help in reaching them.

Below, we’ll examine self evaluation benefits, tips and examples, plus how both employees and managers can complete them successfully.

More on Self Evaluations Self-Evaluations Make Stronger Leaders. Here’s How to Write One.

Benefits of Self Evaluations 

Benefits of employee self evaluations include:  

1. Help Employees and Managers Prepare for Performance Reviews

Completing a self evaluation can help guide the eventual performance-review conversation in a structured, but meaningful, way. It also helps both parties get an idea of what needs to be discussed during a performance review, so neither feels caught off guard by the conversation.

2. Give Employees an Opportunity to Reflect on Their Progress

Since self evaluations are inherently reflective, they allow employees to identify and examine their strengths and weaknesses. This helps employees both know their worth to an organization and what they still have left to learn. 

“Self evaluations enable employees to see their work in its entirety,” Jill Bowman, director of people at fintech company Octane , said. “They ensure that employees reflect on their high points throughout the entire year and to assess their progress towards achieving predetermined objectives and goals.” 

3. Help Managers Track Employee Accomplishments

Employee self assessments help managers more accurately remember each employee’s accomplishments. “As many managers often have numerous direct reports, it provides a useful summary of the achievements of each member,” Bowman said. 

4. Improve Employee Satisfaction

Academic literature indicates that employees are more satisfied with evaluations that involve two-way communication and encourage a conversation between manager and employee, according to Thomas Begley, professor of management at Rensselaer Polytechnic Institute . 

The thing is, employees have to trust that the process is fair, Begley added. If they believe it is, and they’re treated fairly and respectfully during the process, employees react positively to self evaluations.

5. Can Decrease Employee Turnover

Some companies see tangible results from self evaluations. For example, Smarty , an address-verification company, enjoys low staff turnover, said Rob Green, chief revenue officer. The self-evaluation method, coupled with a strong focus on a communication-based corporate culture, has resulted in a 97 percent retention rate, Green told Built In.

Related 6 Ways to Be More Confident in Performance Reviews

How to Write a Self Evaluation

The ability to write a self evaluation is a critical career skill.

“Self evaluations give you a platform to influence your manager and in many cases, reframe the nature of the relationship with your manager,” Richard Hawkes, CEO and founder of Growth River , a leadership and management consulting company, said. “And all results in business happen in the context of relationships.”

Below are some tips on how to complete a self evaluation.  

1. Track Your Work and Accomplishments

Daily or weekly tracking of your work can help you keep track of your progress and also prevent last-minute “what on earth did I do the last six months?” panic at performance evaluation time, said Peter Griscom, CEO at Tradefluence . “Strip down the questions to two or three, and just ask yourself, ‘How well did I communicate today?’ ‘How well did I solve problems today?’ ‘What have I achieved today?’” Griscom said. “Get in the habit of writing those things out and keeping track and over time.”

2. Answer Honestly  

For his first self evaluation, Griscom remembers wondering how to best answer the questions. After he asked his manager for guidance, Griscom answered the questions as accurately as he could. “What came out of it was really valuable, because it gave me a chance to reflect on my own achievements and think about where I can improve,” he said. “It forced me to do the thinking instead of just accepting feedback.”  

3. Highlight Your Achievements

If your boss has a handful of direct reports, chances are good they haven’t noticed each of your shining moments during a review period. This is your chance to spotlight yourself. Quotas exceeded, projects finished ahead of schedule, fruitful mentoring relationships, processes streamlined — whatever you’ve done, share it, and don’t be shy about it, said Alexandra Phillips , a leadership and management coach. Women, especially, tend not to share achievements and accomplishments as loudly or often as they should. “Make sure your manager has a good sense of where you’ve had those wins, large and small, because sometimes they can fly under the radar,” Phillips added.

Related What Are Short-Term Career Goals? (With 12 Examples)

4. Admit Weaknesses and How You Have Grown 

If you’ve made a whopper mistake since your past review, mention it — and be sure to discuss what you’ve learned from it. Chances are good your manager knows you made a mistake, and bringing it up gives you the opportunity to provide more context to the situation.

5. Acknowledge Areas of Improvement

Be prepared for your manager to point out a few areas for improvement. This is where career growth happens. “If you want something,” whether it’s a promotion or move to another department, “you need to know how to get there,” said Phillips.

Related Long-Term Career Goals: How to Set a Successful Development Plan

Self Evaluation Examples and Templates Answers

Still not sure what to do when you put pen to paper? Here are six open-ended self evaluation sample questions from the Society for Human Resource Management, as well as example answers you can use to prepare for your own self evaluation.  

Job Performance Examples

List your most significant accomplishments or contributions since last year. How do these achievements align with the goals/objectives outlined in your last review?

How to answer with positive results: In the past year, I successfully led our team in finishing [project A]. I was instrumental in finding solutions to several project challenges, among them [X, Y and Z]. When Tom left the company unexpectedly, I was able to cover his basic tasks until a replacement was hired, thus keeping our team on track to meet KPIs. 

I feel the above accomplishments demonstrate that I have taken more of a leadership role in our department, a move that we discussed during my last performance review.

How to answer with ways to improve: Although I didn’t meet all of my goals in the last year, I am working on improving this by changing my workflow and holding myself accountable. I am currently working to meet my goals by doing [X, Y and Z] and I plan to have [project A] completed by [steps here]. I believe that I will be able to correct my performance through these actionable steps. 

Describe areas you feel require improvement in terms of your professional capabilities. List the steps you plan to take and/or the resources you need to accomplish this.

I feel I could do better at moving projects off my desk and on to the next person without overthinking them or sweating details that are not mine to sweat; in this regard I could trust my teammates more. I plan to enlist your help with this and ask for a weekly 15-minute one-on-one meeting to do so.

Identify two career goals for the coming year and indicate how you plan to accomplish them.

One is a promotion to senior project manager, which I plan to reach by continuing to show leadership skills on the team. Another is that I’d like to be seen as a real resource for the organization, and plan to volunteer for the committee to update the standards and practices handbook.  

Leadership Examples

Since the last appraisal period, have you successfully performed any new tasks or additional duties outside the scope of your regular responsibilities? If so, please specify.

How to answer with positive results: Yes. I have established mentoring relationships with one of the younger members of our team, as well as with a more seasoned person in another department. I have also successfully taken over the monthly all-hands meeting in our team, trimming meeting time to 30 minutes from an hour and establishing clear agendas and expectations for each meeting. Again, I feel these align with my goal to become more of a leader.

How to answer with ways to improve: Since the last review period, I focused my efforts on improving my communication with our team, meeting my goals consistently and fostering relationships with leaders in other departments. Over the next six months, I plan on breaking out of my comfort zone by accomplishing [X, Y and Z]. 

What activities have you initiated, or actively participated in, to encourage camaraderie and teamwork within your group and/or office? What was the result?

How to answer with positive results: I launched the “No More Panicked Mondays” program to help on-site and remote colleagues make Mondays more productive. The initiative includes segmenting the day into 25-minute parts to answer emails, get caught up on direct messages, sketch out to-do lists and otherwise plan for the week ahead. NMPM also includes a 15-minute “Weekend Update” around lunch time, during which staff shares weekend activities. Attendance was slow at first but has picked up to nearly 90 percent participation. The result overall for the initiative is more of the team signs on to direct messages earlier in the day, on average 9:15 a.m. instead of the previous 10 a.m., and anecdotally, the team seems more enthusiastic about the week. I plan to conduct a survey later this month to get team input on how we can change up the initiative.

How to answer with ways to improve: Although I haven’t had the chance to lead any new initiatives since I got hired, I recently had an idea for [A] and wanted to run it by you. Do you think this would be beneficial to our team? I would love to take charge of a program like this. 

Professional Development Examples

Describe your professional development activities since last year, such as offsite seminars/classes (specify if self-directed or required by your supervisor), onsite training, peer training, management coaching or mentoring, on-the-job experience, exposure to challenging projects, other—please describe.

How to answer with positive results: I completed a class on SEO best practices and shared what I learned from the seminar during a lunch-and-learn with my teammates. I took on a pro-bono website development project for a local nonprofit, which gave me a new look at website challenges for different types of organizations. I also, as mentioned above, started two new mentoring relationships.

How to answer with ways to improve: This is something I have been thinking about but would like a little guidance with. I would love to hear what others have done in the past to help me find my footing. I am eager to learn more about [A] and [B] and would like to hear your thoughts on which courses or seminars you might recommend. 

Related How to Find the Right Mentor — and How to Be One

Types of Self Evaluations

Self evaluations can include rating scale questions, open-ended questions or a hybrid of both. Each approach has its own set of pros and cons to consider.  

1. RATING SELF EVALUATION 

Rating scale self evaluations give a list of statements where employees are asked to rate themselves on a scale of one to five or one to ten (generally the higher the number, the more favorable the rating). 

For example, in Smarty’s self evaluations, it uses a tool called 3A+. This one calls for employees and managers to sit down and complete the evaluation together, at the same time. Employees rate themselves from 3, 2 or 1 (three being the best) on their capability in their role; A, B or C on their helpfulness to others, and plus or minus on their “diligence and focus” in their role. Managers rate the employees using the same scale. A “perfect” score would be 3A+, while an underperforming employee would rate 2B-.

At the performance evaluation meeting, managers and employees compare their ratings, and employees ask for feedback on how they can improve.

But rating systems can have their challenges that are often rooted in bias . For example, women are more likely to rate themselves lower than men. People from individualistic cultures, which emphasize individuals over community, will rate themselves higher than people from collectivist cultures, which place a premium on the group rather than the individual.

2. OPEN-ENDED QUESTION SELF EVALUATION

Open-ended questions ask employees to list their accomplishments, setbacks and goals in writing. The goal of open-ended questions is to get employees thinking deeply about their work and where they need to improve. 

Open-ended questions allow employees a true voice in the process, whereas “self ratings” can sometimes be unfair , Fresia Jackson, lead research people scientist at Culture Amp , said. 

With open-ended questions, employees tend to be more forgiving with themselves, which can be both good and bad. Whatever result open ended questions bring about, they typically offer more fodder for discussion between employees and managers.  

3. HYBRID SELF EVALUATION

Hybrid self evaluations combine both rating questions and open-ended questions, where employees assess their skills and accomplishments by using a number scale and by answering in writing. This type of self evaluation lets employees provide quantitative and qualitative answers for a more holistic reflection. 

Self-Evaluation Questions for Performance Reviews

If you’ve never done a self evaluation, or if you just need a refresher before your next performance review, looking over some examples of self evaluation questions — like the ones below — can be a helpful starting point.  

Common SELF-EVALUATION QUESTIONS FOR PERFORMANCE REVIEWS

  • What are you most proud of?
  • What would you do differently?
  • How have you carried out the company’s mission statement?
  • Where would you like to be a year from now?
  • List your skills and positive attributes.
  • List your accomplishments, especially those that impacted others or moved you toward goals.
  • Think about your mistakes and what you’ve learned from them.
  • What are your opportunities to grow through advancement and/or learning?
  • How do the above tie to your professional goals?

SELF-EVALUATION QUESTIONS FOR CAREER PLANNING AND GROWTH 

  • What are you interested in working on?
  • What are you working on now?
  • What do you want to learn more about?
  • How can I as your manager better support you?
  • What can the company do to support your journey?
  • How can the immediate team support you?
  • What can you do to better support the team and the company? 

SELF-EVALUATION QUESTIONS FOR PERFORMANCE AND CAREER GOALS

  • How did you perform in relation to your goals?
  • What level of positive impact did your performance have on the team?
  • Did your performance have a positive impact on the business?
  • What was your level of collaboration with other departments?
  • What corporate value do you bring to life?
  • What corporate value do you most struggle to align with?
  • Summarize your strengths.
  • Summarize your development areas.
  • Summarize your performance/achievements during this year.
  • How would you rate your overall performance this year? 

Related How to Set Professional Goals

How Should Managers Approach Self Evaluations?

It’s clear here that self evaluations, as a type of performance review, are more employee- than manager-driven. That said, managers are a key ingredient in this process, and the way managers handle self evaluations determines much about how useful they are and how well employees respond to them. To make sure they’re as effective as possible, consider these suggestions.  

Train Managers on How to Use Evaluations

“If you don’t, there’s no point in doing them, because the manager is going to be the one driving the conversations,” Elisabeth Duncan, vice president of human resources at Evive, said. “Without training, the [evaluations] will be a checkbox and not meaningful.”

Don’t Use Ratings Formulaically

The results of self evaluations that employ a scale (say, one to five) can vary wildly, as one manager’s three is another manager’s five. Use the scale to identify and address discrepancies between the manager’s and employee’s answers, not to decide on raises or promotions across the company. 

Hold Self Evaluations Often

They work best as career-development tools if they’re held semi-annually, quarterly or even more often. “It’s about an ongoing, consistent conversation,” Duncan said. 

Tailor Them For Each Department

Competencies in sales very likely differ from competencies in tech, marketing and other departments. Competencies for junior-level employees probably differ wildly from those for senior managers. Self evaluations tailored to different employee populations will be more effective, and fairer. 

Stress That the Rating Is Just the Start

The rating or the open-ended questions are the beginning of the evaluation process; they are not the process itself. “These are tools to trigger a conversation,” Duncan said.

Overall, think of self evaluations as a way to engage with your manager and your work in a way that furthers your career. Embrace the self evaluation and get good at writing them. In no time at all, you’ll find that they can be a productive way to reflect on yourself and your skillset. 

Frequently Asked Questions

What is a self evaluation.

A self evaluation is a personal assessment used for employees to reflect on their strengths, weaknesses, accomplishments and overall progress during an allotted time on the job.

Self evaluations are often completed quarterly, semi-annually or annually, and can include numbered rating questions or open-ended written questions.

How do you write a good self evaluation?

An effective self evaluation is one where you highlight your achievements and instances of growth as well as areas for improvement during your given period of time at work. Tracking specific accomplishments and metrics can be especially helpful for writing a good self evaluation.

Great Companies Need Great People. That's Where We Come In.

Tips for Writing an Effective Application Essay

student in library on laptop

How to Write an Effective Essay

Writing an essay for college admission gives you a chance to use your authentic voice and show your personality. It's an excellent opportunity to personalize your application beyond your academic credentials, and a well-written essay can have a positive influence come decision time.

Want to know how to draft an essay for your college application ? Here are some tips to keep in mind when writing.

Tips for Essay Writing

A typical college application essay, also known as a personal statement, is 400-600 words. Although that may seem short, writing about yourself can be challenging. It's not something you want to rush or put off at the last moment. Think of it as a critical piece of the application process. Follow these tips to write an impactful essay that can work in your favor.

1. Start Early.

Few people write well under pressure. Try to complete your first draft a few weeks before you have to turn it in. Many advisers recommend starting as early as the summer before your senior year in high school. That way, you have ample time to think about the prompt and craft the best personal statement possible.

You don't have to work on your essay every day, but you'll want to give yourself time to revise and edit. You may discover that you want to change your topic or think of a better way to frame it. Either way, the sooner you start, the better.

2. Understand the Prompt and Instructions.

Before you begin the writing process, take time to understand what the college wants from you. The worst thing you can do is skim through the instructions and submit a piece that doesn't even fit the bare minimum requirements or address the essay topic. Look at the prompt, consider the required word count, and note any unique details each school wants.

3. Create a Strong Opener.

Students seeking help for their application essays often have trouble getting things started. It's a challenging writing process. Finding the right words to start can be the hardest part.

Spending more time working on your opener is always a good idea. The opening sentence sets the stage for the rest of your piece. The introductory paragraph is what piques the interest of the reader, and it can immediately set your essay apart from the others.

4. Stay on Topic.

One of the most important things to remember is to keep to the essay topic. If you're applying to 10 or more colleges, it's easy to veer off course with so many application essays.

A common mistake many students make is trying to fit previously written essays into the mold of another college's requirements. This seems like a time-saving way to avoid writing new pieces entirely, but it often backfires. The result is usually a final piece that's generic, unfocused, or confusing. Always write a new essay for every application, no matter how long it takes.

5. Think About Your Response.

Don't try to guess what the admissions officials want to read. Your essay will be easier to write─and more exciting to read─if you’re genuinely enthusiastic about your subject. Here’s an example: If all your friends are writing application essays about covid-19, it may be a good idea to avoid that topic, unless during the pandemic you had a vivid, life-changing experience you're burning to share. Whatever topic you choose, avoid canned responses. Be creative.

6. Focus on You.

Essay prompts typically give you plenty of latitude, but panel members expect you to focus on a subject that is personal (although not overly intimate) and particular to you. Admissions counselors say the best essays help them learn something about the candidate that they would never know from reading the rest of the application.

7. Stay True to Your Voice.

Use your usual vocabulary. Avoid fancy language you wouldn't use in real life. Imagine yourself reading this essay aloud to a classroom full of people who have never met you. Keep a confident tone. Be wary of words and phrases that undercut that tone.

8. Be Specific and Factual.

Capitalize on real-life experiences. Your essay may give you the time and space to explain why a particular achievement meant so much to you. But resist the urge to exaggerate and embellish. Admissions counselors read thousands of essays each year. They can easily spot a fake.

9. Edit and Proofread.

When you finish the final draft, run it through the spell checker on your computer. Then don’t read your essay for a few days. You'll be more apt to spot typos and awkward grammar when you reread it. After that, ask a teacher, parent, or college student (preferably an English or communications major) to give it a quick read. While you're at it, double-check your word count.

Writing essays for college admission can be daunting, but it doesn't have to be. A well-crafted essay could be the deciding factor─in your favor. Keep these tips in mind, and you'll have no problem creating memorable pieces for every application.

What is the format of a college application essay?

Generally, essays for college admission follow a simple format that includes an opening paragraph, a lengthier body section, and a closing paragraph. You don't need to include a title, which will only take up extra space. Keep in mind that the exact format can vary from one college application to the next. Read the instructions and prompt for more guidance.

Most online applications will include a text box for your essay. If you're attaching it as a document, however, be sure to use a standard, 12-point font and use 1.5-spaced or double-spaced lines, unless the application specifies different font and spacing.

How do you start an essay?

The goal here is to use an attention grabber. Think of it as a way to reel the reader in and interest an admissions officer in what you have to say. There's no trick on how to start a college application essay. The best way you can approach this task is to flex your creative muscles and think outside the box.

You can start with openers such as relevant quotes, exciting anecdotes, or questions. Either way, the first sentence should be unique and intrigue the reader.

What should an essay include?

Every application essay you write should include details about yourself and past experiences. It's another opportunity to make yourself look like a fantastic applicant. Leverage your experiences. Tell a riveting story that fulfills the prompt.

What shouldn’t be included in an essay?

When writing a college application essay, it's usually best to avoid overly personal details and controversial topics. Although these topics might make for an intriguing essay, they can be tricky to express well. If you’re unsure if a topic is appropriate for your essay, check with your school counselor. An essay for college admission shouldn't include a list of achievements or academic accolades either. Your essay isn’t meant to be a rehashing of information the admissions panel can find elsewhere in your application.

How can you make your essay personal and interesting?

The best way to make your essay interesting is to write about something genuinely important to you. That could be an experience that changed your life or a valuable lesson that had an enormous impact on you. Whatever the case, speak from the heart, and be honest.

Is it OK to discuss mental health in an essay?

Mental health struggles can create challenges you must overcome during your education and could be an opportunity for you to show how you’ve handled challenges and overcome obstacles. If you’re considering writing your essay for college admission on this topic, consider talking to your school counselor or with an English teacher on how to frame the essay.

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