Start with what you already have
Bring together your most recent trustees’ annual report, your charity’s strategy, the evidence you use to understand outcomes and your plans for the year ahead. You do not need a perfect reporting system to begin a useful conversation.
Make preparation manageable
- Confirm your reporting framework. Ask your accountant which requirements, dates and tier apply.
- Map your story. Connect your purpose to your activities, achievements and future plans.
- Look for evidence. Identify what you know about the difference your work makes and where the gaps are.
- Agree your next steps. Give each action an owner and a realistic timescale. Bring trustees into the discussion.
A helpful first step
Are You SORP Ready? is an AI-supported assessment of impact, sustainability and narrative reporting readiness. Use it to surface questions, identify gaps and focus your next conversation.
It does not cover comprehensive financial accounting compliance. Review its suggestions with people who know your organisation and reporting responsibilities.
Check your readiness — free