March 20, 2017

Daily Archives

  • Annual Reports — Keep the Content Readable

    Annual reports come in many shapes and sizes, from formal reports with dozens of pages to friendly updates designed with brochure-like brevity. Of course, it’s best if you communicate more than once a year, but by publishing an annual report, you can be sure to share the highlights of your accomplishments with stakeholders and potential clients at least once a year.

    What should an annual report include? Generally, it’s best to remind folks of your mission and vision, and the goals you set out to accomplish; then demonstrate how you stayed true to those ideals and goals. If you experienced surprises, either good or bad, it might be worth mentioning how they affected your decision-making and outcomes. In essence, the annual report should make people feel like they can depend on your organization to achieve what it sets out to achieve

    While your report may need to include less-than-riveting details for legal or regulatory reasons, I highly recommend starting with a succinct executive summary. This will serve as a road map and provide an overview, setting expectations and allowing people to get the gist of your report without reading every detail.

    If you want anyone to read past the executive summary, use a visually appealing layout with plenty of whitespace (the space around text and graphic elements). This will draw people in and make the report easy to read. It is far better to have ten pages of uncrowded text that doesn’t require reading glasses than it is to stay within some self-imposed page limit. If you have a strict page limit, then you have a strict text limit, too. Use headers to signal main points, and keep the content to a handful of well-considered messages. If you’re trying to make complex data easy to understand, consider using infographics.

    Regardless of the type of content you’re sharing, providing appropriate background material allows your readers to understand your report and put it in context. Avoid acronyms, industry-specific nomenclature and references that your audience might not understand. It canbe difficult for those immersed in their work to recognize jargon that would confuse the public. Consider having an outside editor review your report before publishing. Better yet, hire a professional writer who knows how to convey ideas in a clear, compelling way right from the start.

    Regardless of the type of content you’re sharing, providing appropriate background material allows your readers to understand your report and put it in context.

    When I write this type of content for my clients, I often ask whether they can think of a memorable story to illustrate each main message. Stories are often far more effective than providing a play by play of how you adhered to a plan and stayed within budget.

    Think about what you might find interesting in someone else’s annual report–write your report that way. If at all possible, highlight the stories of individuals who benefit from your work, rather than simply describing the work. If that’s not practical, tell the story of your work through the employees who made it happen. In the end, people care about people.