Going Beyond Annual and Impact Reports

Going beyond annual and impact reports: Learn how to make digital brochures, donor reports, board reports, event recaps and monthly/quarterly updates using Yearly.

You can read the discussion here:

Hi everyone. I want to welcome you to the workshop today that’s going to go over various tips that we have for Yearly customers that extend beyond the average annual and impact report. Those are obviously the most common and widely used reports that we’re seeing customers make and we’re always seeing great examples out there of other types of miscellaneous reports.

I think use cases that go beyond anything that we could think of here at yearly that come from nonprofits really around the world that are taking their accounts and using them beyond an annual report or an impact report. So I want to use this time today to share examples. I can spend a little time in the Builder if there’s questions, showing you how different organizations have created various aspects of the examples, but we will also show anything that you want to see in the builder, even if it goes beyond the specific use cases that we will share because it’s time together and and we’re here to help.

I’m also joined by Kelsie from customer success and Sylvia. I see in the chat. Hello. Thanks for joining us today and all other customers that are here from around the globe or are going to be joining us soon.

So, let’s dive in. Feel free to interrupt me through the chat and Kelsie will call it out. If you have questions that need to be answered. We’ll save some time for Q&A at the end as well. And going beyond this call, if you ever need one-on-one help with figuring out how you can create different types of reports that work specifically for your organization where there’s certain features you want to use or manipulate. You can always reach out to us and we’re happy to help.

So I was looking through more recent examples that have come from various nonprofits and I gathered about six or seven examples here that I thought I could share and what I’ll do is I’ll show you the actual reports as they are live and published from these organizations in no particular order. And they’re interesting, I think it gives thought to how you can take the content that you spend so much time building when you’re putting together your annual report now and or if you’ve done an impact report and you know need an annual report or you want to go beyond that and use just pieces of those content assets that you’ve already gathered to show specific audiences specific updates on your impact throughout the year.

So for instance, if you have an annual report or an impact report and you talked about how programs impacted someone, you know, there’s ongoing updates throughout the year that you could create a report on just for, say the volunteers that work on that one specific program.

Or a board that has interest in that program because a lot of donor dollars are there and they want to see how it’s tracking and spending. You don’t have to create from a design standpoint your reports all over again to be able to have other types of reports in your account. There’s a duplicate button and you can go to a report you’ve already created and duplicate it and let’s say in this case that I’m talking about right now.

Delete almost everything on that report except for that where you talk about program X and just focus on that one program and have that go to that target audience. All right. So without further delay, let’s show an example here that comes from an organization in California. And this is a good example of how this San diego-based nonprofit, I think out of a university there, wanted to show kind of a state of the industry so they were talking about Nonprofits in the San Diego area and what the breakdown looks like and they wanted to show maybe their board.

Or maybe they’re Potential Partners how the nonprofit breakdown looks there by subsectors. You can see with this pie chart. This is a pie chart they made elsewhere and they brought into Yearly and then I think they go on to give specific examples during covid times. But this chart I think speaks to various ideas where if you are in a health related space, let’s say, and you want to show how you know other similar nonprofits were in a health related space are impacting your community or how you’ve partnered with them, you know, you can show you can create a report that just goes and gets really specific on something that’s very different than an end report thirty thousand foot high level example, but is relevant to showing the impact that you’re making in your community.

I’m going to show you another example now that comes from New Orleans and this comes from the Catholic Community Foundation of New Orleans. And what they were looking to do is they were looking to create a report that is more of a digital brochure. In their impact report that they created I believe it was in 2020. They were showcasing everything that they did throughout the year. One of the programs they focused on was a program that sold wills and trusts as part of their nonprofit revenue and they wanted to pull out that piece and further highlight it and instead of building another website or instead of creating an actual printer brochure. They created this piece here that goes through the importance of their program.

And they take you through what it is and why it’s important and it’s really littered with videos. They did a nice job of making it a little bit more engaging so it’s taking the idea of a brochure which is something they physically printed in the past. And digitized it. As they go through all this they are very Intentional and have call to actions throughout their digital brochure so they can learn what the result was afterwards. So it’s one thing if they put out a brochure I think that’s great, but they wanted it to lead to something so they had two calls to action throughout this that were important. One of them was a workbook. So they have all these links throughout every single section that they created and you can click and start to actually put pen to paper. So to speak and write things down on a website that it led to that have to do with what they were putting out there and they’ll be able to track then who’s active in that workbook so they can see the results of this digital brochure and then the contact section was the other piece of it too.

So they wanted to get people involved in taking further action, which was actually signing up for this program and they can track that and and then attribute it all to All to to the digital report that they created. with your link So if there’s any questions on those or how anything was built that you’re seeing feel free to put that in the chat, I’m gonna move to the next example, and if you’ve joined us late, we’re showing examples of various use cases that have come from Yearly customers that created an annual report or created an impact report and and wanted to do a little bit more.

So I have another example here from government and this comes from a County right outside Washington DC, which is Montgomery County and they have a division that focuses on families and what they like to do is keep all their stakeholders internal and external, which is board members and then people in the community that are following them closely up to date on what day being this collaborate collaboration councils. They call them doing so they use it as a newsletter and I don’t necessarily suggest that you’re least specifically used to to replace any newsletter that you have. Usually those are emailed out in this government entity’s case, the newsletters are not emailed out. They promote the newsletter link and it takes you to a Yearly report where it’s a newsletter type update, but I’ll show you an example here. I think the most recent one they have is April so let me open this up here and they use this as a recap to show what happened in that month. So I think this is a nice example to show monthly or quarterly updates.

I think a board is probably the most common use case that would want to see periodic updates like this throughout the year. You can show how one particular program is moving the needle at your nonprofit. You may want to show how everything that you talk about to let’s say your board if that’s the audience that has been tracking and moving along. So maybe that could come up in between your board meetings. And you can recap it really nicely here and organize it with little stories.

And one thing I probably pay close attention to is the metrics because it is going to let’s say a board they’ll want to see how various numbers are moving along in comparison with where you need to be at the end of the year or where you tell them that you were in your report so they can see that type of progress. Very similar to a quarterly update or a monthly update like you see right here from this government example, would be a board report and I couldn’t find off hand an example of that right away. But if you’re going to board meetings or even in between board meetings just like this does here it’s a, you know, great opportunity to organize everything right within a report and that can mean everything from the agenda down to you know, examples videos social posts and stories that you want to tell to your board and you can send it to them ahead of time which is a nice advantage and definitely something a little more engaging for your board versus a word doc or an email or PowerPoint or something like that.

Yearly has a new partnership with Boardable.com and if you’re not familiar with boardable, there are a great platform to organize everything that you do with with your board and that includes the agenda and where you store all the files and everything and what we’re working towards in the future is this concept of being able to store your Yearly reports on your boardable account so that your entire board can see the last annual report or any board reports you have for them coming up for the meeting.

So here’s another great idea of how that could work, so if you’ve talked to me personally before I always like to share this other use case that’s coming up next which is about event recaps. And event recaps are probably the simplest to make because at least in terms of content telling the story because there’s eventually have all throughout the year. You’re probably talking about them in your newsletters on social media on blogs. Anyway, you may have that content ready to go and when it’s done what a nice way to share a recap of that back with your donors maybe with the board certainly with volunteers that were part of it and show them how that event went and how big of an impact it made.

Versus a one sheet or waiting for the end of the year for your report time. So here’s a nice example that comes from the Colon Cancer Foundation. They’re in White Plains New York, and they had a summit with doctors that work on early onset colon cancer really throughout the world, a lot of people in New York and Canada, and an event like this they all gather together and when the event was over they wanted to send a summary of the event to all the attendees.

Um, so what they start out doing here and I think this is a very solid example, they show the date. So when you’re looking back and you know years down the line you can easily see when it was from when they were videoing. So they took the video that they had already posted on YouTube and integrated it into the report so someone could watch the opening speech.

Then they go into a summary and they talk about what the purpose of it was and the topics that they covered and they simplify it. I mean this happens to be very copy heavy, but they do break it down and they say we had five main sessions and here’s what it was. And as you go through the whole report that goes session by session so, you know what happened at various times or if you’re looking for something specific as the end user on the report you can get to it really easily.

And You know, they talk about what you know, how you can get in touch and what you can do for next steps. So a great example of an event recap, I think something like this could also include social media posts that were already out there. And again, this comes from the Colon Cancer Foundation of White Plains New York. So as I’m sharing these, if anybody is interested in getting copies of any of these reports that I’m making I’ll save all these I’m happy to send them out. Maybe we send them out as a recap afterwards. That would be nice.

I have another example here which is right in line with that concept. I was talking about a few minutes ago about not waiting until the end of the year to show the impact on say a specific program that you’re working on in Boston, Massachusetts. There’s a great organization called a Hack Diversity who works with lots of different Tech startups around the Boston area and as they partner with them and as they are as they’re making progress. They, they being Hack Diversity, the Yearly customer, makes a mid-year progress report that you can see right here. The mid-year progress report goes through where their partner in this case happens to be one called rapid is at and they share this back with the nonprofits corporate donors that are funding everything so they can see how things are moving along. This is then duplicated. I think 35 times several times per year for every single partner or startup that the nonprofit Hack Diversity works with so it’s the same concept of taking one program that you have out of 10 and creating one template within Yearly creating a progress report on that duplicating it nine other times and then you’re just updating, you know the copy that’s within it the photos whatever it may be wherever wherever you need to.

So jumping here to you know, just show you their last section here. This is really similar to the other reports in terms of the look and feel they’re just updating these big bold metrics as you go throughout and then they’re able to send this out to the corporate donors to say hey, this is where this is where your efforts went. You’re funding that it’s moving along great. We’ll come back to you at the end of the year with another update. So really similar to what I’ve experienced in the past in terms of Grant updates you know, whether it’s necessary or not. It’s always nice to share it back.

So I have one more example here that I want to show this one comes from a private school. I’m not sure whether they’re located exactly. But this is a school that I believe is K through 12 and Um, when they have graduation time, they like to because of the pandemic they like to have virtual presentations and they built this webpage here that celebrates the class of 2022. They did it last year as well. And has a little blurb and they call it a graduation presentation. And I think this is relatable to a lot of you know live event alternative ideas that you can use Yearly to summarize but what they wanted to do is take all their stakeholders.

In this case, it was alumni and the parents of the graduates and showed them some sort of presentation. And when you click on the on view presentation, it launches the year of the report. So let me share this other tab where that actually launches. I’ll show you exactly what that looks like. And when I do have actually one more report to show you after this. I have one extra one that I found. Let’s see. Here we go. Okay. So commencement June 2022. This is what launches and instead of having a live event in person. They had to have graduation online. So any virtual event they have you know, right after it’s done you want to send the recap of that could look like this. They embedded a video from Vimeo, you could do YouTube as well.

And they have a bit of lead up and talk about it. They did a nice job of integrating a map here. This is embedded but I think another Yearly customer Harvard University’s Center for African studies did embed a map that’s interactive where you can hold the mouse over different pinpoints and it shows you some details. This one looks like a JPEG that works great, too and they go through, you know, everything that happens during that live event as a recap and they’re able to email it all out. So a nice summary of a live event.

All right. So now one last one last report and again if there are any questions. Please share them in the chat here and Kelsie if you see any or think of anything, you want to add feel free to interrupt me. I have an example here that comes from an organization. I think they might be more here in the Washington DC area where I am they’re called five Israel. And they created sort of a brochure or an ad or a call-out for an ambassador Fellowship that they’re in who they are and they’re saying hey come and join us. So they’re truly using the Yearly platform as a micro site to do that.

They don’t have a lot of copy on here. It’s very colorful and has a clear call to Actions. Saying join us. I think the video does a nice job to break it up or demonstrate what they do. You have to watch it to see what that’s about and here’s how to get in touch. And that’s really it. I mean, it’s very short. There is another session saying follow us, but they’re just kind of giving their social media information

So, you know going to the right audience something like this might make sense. I think that if it’s embedded on a page within your own website. It makes even more sense that way your users don’t have to leave your website to be able to view it.

So those are all examples. I wanted to leave a little time at the end here for questions. If there are any, we can send out these links as a recap to everybody that attended so that you can have these ideas and just kind of thumb through them.

But if there aren’t any questions coming off the chat, we’re going to end this early and we’ll send that an email soon for a mid-august Yearly Pro and Premium tips Workshop that’ll talk about a totally different subject get a little more involved in the Builder probably with some examples, but as always, you know consultant style. We’re always here to help with your fundraising and marketing needs So all pause here, I don’t have anything else, but I’m gonna stay on for a few minutes in case any questions pop up in the next minute or so. Thank you everyone for joining.