Download Post-Funding Report Template
Professional template for reporting progress to funders with milestones, financials, and impact.
- Quarterly and annual formats
- Financial and non-financial metrics
- Impact measurement sections
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Report Sections
Executive Summary
High-level overview of progress, key achievements, and challenges encountered
Milestone Progress
Status of each milestone from original funding proposal: completed, in progress, delayed
Financial Update
Use of funds breakdown, variance analysis, and revised projections if needed
Operational Highlights
Key activities, achievements, and operational metrics (sales, production, etc.)
Impact Measurement
Jobs created, revenue generated, market penetration, social impact (SA-specific)
Challenges & Mitigations
Obstacles encountered and how they were addressed or are being managed
Next Period Outlook
Plans for next reporting period, upcoming milestones, and support needs
Supporting Documents
Appendices for financial statements, photos, testimonials, and other evidence
Why This Matters
Regular reporting to funders is usually mandatory and builds trust for future funding. Good reporting demonstrates:
- Accountability: You're using funds responsibly and transparently
- Progress: You're achieving what you said you would
- Honesty: You communicate challenges and seek support when needed
- Impact: You're creating the promised economic and social value
Reporting Frequency
Quarterly Reports
Usually required for:
- • Large grants (over R1 million)
- • High-risk funding
- • New businesses
Annual Reports
Usually sufficient for:
- • Smaller amounts
- • Established businesses
- • Low-risk funding
Related Resources
Report Your Progress Professionally
Download the template and maintain good relationships with your funders.
Need Help With Progress Reporting?
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