•Definition Reports •Why is reporting important? •Types of Reports Grant Management Cycle Grant Management Cycle Grant Management Cycle…Cont’d Grant Management Cycle…Cont’d Grant Management Cycle…Cont’d Definition of Report Definition Report
Report - is the primary way that you demonstrate this
progress.
An effective report is one that shows how project
activities are directly leading to the goal of the project and creating an impact on the lives of participants. Definition Report
A progress report is sometimes called a field report or a quarterly / six monthly
report. Progress reports are used by a project team to update the donor or head office on the status of the project (for example, at the end of every quarter or 6 month period). There are also times where progress reports are shared with partners and stakeholders In many cases the donor or organization will have a specific template that must be used for a progress report. Why is reporting important? Why is donor reporting so important? • Demonstrating progress to the donor – show that we are making progress and achieving results against agreed awards objectives, using agreed methodologies/approaches and in agreed timelines • Show to donor how we are using resources provided • Demonstrating to the donor that we are complying with award rules and regulations (compliance) Why is donor reporting so important?......Cont’d • Accountability
• Communication with donor and maintain good relationships with
donor – also for future projects
• Support further fund-raising and donor engagement
• Document best practices and lessons learnt
Types of Reports Types of Reports Generally, we may be required to prepare and submit monthly reports, quarterly reports, six monthly reports, annual report, the project completion report, project activity reports or the meeting minutes during implementation of most of the projects.
Most of the reports are described by their periodicity, the
time in which something took place, or according to their submission period. Types of Reports
• Monthly Progress Report(MPR)
The monthly report is written an account of the project of the organization in order to update its status and progress. It is like assessment tools to project in order to promote continuous progress and make an impact change on a project.
• Quarterly Report (QR)
It is a progress report from the office to the donor agencies as per the agreement or in some cases the coordinator presenting a project report to the head office. Types of Reports
• Half Yearly Report( Six Monthly Report)
It is a progress report most cases submitted to the donor agencies with the financial statement requesting for the next installment.
• Annual Report (AR)
An annual report is a comprehensive report of an organization's program and activities throughout the proceeding year. It helps in assessing the year's operation and provide the organization view for the coming year and its future prospects. Types of Reports • Project Completion Report (PCR) It is a consolidated report with the statement of the account of any project from its beginning till the end showing the project as completed as per the plan or if not completed showing the reasons and this is to be submitted immediately after the completion of the projects period, normally within two or three months after the completion of the projects. • Project Evaluation Report (PER) It is periodically assessment of any particular project continuing of completed indicating the project advancement. Types of Reports • Project Monitoring Report(PMR) Project monitoring is a system process of keeping the progress of the project. It is to be prepared at the end of every month
• Program Report (Field Report )
A specific report has to be prepared and distributed among the concerned people immediately after program such as training, meeting, seminars, workshops, etc. Types of Reports • Project Status Report (PSR) It gives clear details about each project of the organization at a particular time.
• Budget Comparison Report (BCR)
The actual financial statement is regularly compared with the budget plan. This helps us to identify the deviation that may creep in the process and we shall able to find the means of rectifying the deviation. Thanks for Your Attention