Reporting

Why reporting matters

• Touchpoints
• Roadmaps
• Strong Deliverable
• Your face to the customer

First Things First Gather Data

• Create tools with the end in mind
• Track weekly at a minimum - Daily is preferred
• Know your definitions

Include

• Client data - who do you serve?
• Strategies and approaches
• Outcomes: jobs, wages, credentials
• Outreach and networking

Also.....

• Use complete sentences and correct grammer
• Balance narrative and data
• Think of the audience, and program design

Leave out

• Subjective language
• Conflicts
• Off scope work (with some exceptions)
• Irritation with design or leader of grant
• Acronyms

Reporting bad news

• Give context
• Give solutions
• Wrap it into the big picture
• Sometimes it shouldn't go in a report

Capturing partnership

• Partnership is why we are at the table
• Tuesdays=partners
• Meetings/committees/events are great to capture
• Referral partners

Reporting good news

• You're extraordinary tell them!
• Celebrate client success
• Appreciate partnership

Think Strategically

• Who is your audience?
• What are they interested in?
• How can you meet their needs?

Editing

• Read it out loud
• Have someone else read it
• If the reader knew nothing about your work what would they learn?
• Allow enough time for feedback and corrections

Be on Time

Success Stories

• Collect when they happen
• Add one to every report
• Who, What, When, Where, Why?
• Get pictures with permission
• Make sure your success story fits the parameters of the grant

In conclusion

• Reports are your face to the funder and your funder's funder
• Make the communication count

Questions?