Annual Report Writing

Disease & Medical Research

By Diane L.

Program Director

Posted Sep 6, 2017

This project is

In Progress

Matched with:

Rita M.

This project will save us $5,000, allowing us to help focus research outcomes toward those that make the greatest impact to families, getting closer to treatments and cures.

What We Need

  • Clear and effective copy for an annual report that illustrates the Organization’s successes and plans for growth. Copy may include: programs descriptions, allocation of funds and recognition of donors and volunteers
  • Blueprint of the structure for the annual report, including optimal content, length, and style
  • Note: No design, graphics, or printing are included in this project

How This Will Help

We are a small organization, but we have made a significant impact for those affected by Phelan-McDermid Syndrome. We need help communicating all the good work that is happening. We get so busy doing work, we don't always promote what we do. We see big change coming on the research front and we need to let our families and funders know what has been done and what we plan to do. Your help will make a tremendous difference to families around the world.

What We Have In Place

We currently have financial data and family stories which should make it easy for you to get started. We also have program director and financial director and the ability to provide any other information you need.

Fun Fact

Every year, our families participate in a fundraiser that was created by a mom called "Phelan Lucky". Our families face enormous challenges every day, but still remain hopeful and thankful for the connections they have with other PMSF families - Phelan-Lucky to have each other.

  • Location: Remote (work anywhere)

Project Steps

  • Prep: Distribution of prep materials
    • Volunteer Manager delivers relevant Organizational materials such as mission, vision, key messages, Organization’s history, profiles of individuals or communities served, previous annual reports and stories of impact
    • Volunteer Manager shares last year’s statistics, financial statements, significant accomplishments and stories of impact, awards received, new and noteworthy grants as well as the complete list of supporters including names and donor levels
    • Professional reviews prep materials and identifies any information gaps
  • Milestone 1: Project outcomes, steps, and timelines are determined
    • Professional and Volunteer Manager connect to discuss prep materials, overall goals, and desired tone and style for the copy
    • Professional and Volunteer Manager brainstorm key messages, themes, and content and determine a time for delivery
    • Professional creates project plan and articulates project goals
  • Milestone 2: Finalized blueprint of the report is created
    • Professional creates the blueprint for the report and submits to the volunteer manager for review
    • Volunteer Manager reviews blueprint and provides feedback
    • Professional incorporates feedback and creates final draft of the blueprint
  • Milestone 3: Final annual report is created
    • Professional writes first draft of the content for the report and submits to the volunteer manager for review
    • Volunteer Manager reviews the content and provides feedback
    • Professional incorporates feedback and creates final draft of the content
Prerequisites for Professional
  • Excellent writing and communications expertise
  • Experience writing annual reports or comparable marketing collateral
Prerequisites for Organization
  • Staff member committed to providing feedback throughout the process; we recommend an Executive Director or Board Member sign onto this specific project
  • Materials that illustrate your Organization’s impact, financials, program achievements, relevant data, etc.
  • Prep Materials should be gathered and ready to share prior to starting the project

Our Mission

It is the MISSION of the Phelan-McDermid Syndrome Foundation to improve the quality of life of people affected by PMS worldwide by providing family support, accelerating research and raising awareness.