guide to producing your annual report - page 3

Content

Industry experts regularly analyse and report on effective corporate reporting and the results show that many organisations fall short of the benchmark. Regulators are also constantly evolving the statutory requirements for reporting and it is key to be transparent and open with these elements. Reputation is everything and an organisation that hides information will not win the respect and support it needs from stakeholders.

The following table illustrates the ideal content list:






































Introduction
Financial and operational highlights Give mixture of financial and non-financial highlights
Organisational overview – At a glance spread High level description of: - what the organisation does - indicate relative size of organisation (and divisions) - services and distribution channels - operating facilities and locations - customers and markets - objectives - performance highlights - achievement timeline
Chairman
Introduction Performance overview / summary of the year Acquisitions / disposals People Dividend (if appropriate) Outlook
Business Review / OFR
Strategy State key objectives – financial and non-financial: - outline strategy to deliver against key objectives - key KPIs supporting objectives and strategy - how business model works (illustration)

Annual Reports and Accounts

Corporate Plans

Framework Documents

Corporate Identities

Design

Artwork

Photography

Illustration

Copywriting

Editing

Sub-editing

Printing

New Media

Distribution

Marketplace Outline markets and opportunities: - competitive position - features that influence the market - differentiators - growth targets
KPIs See above (should be linked to strategy)
Performance overview - Link performance to strategy - Explain financial and non-financial goals in relation to performance - External benchmarks
Forward-looking information - Goals - Anticipated progress against targets set - External factors and trends
Risk management - Disclose key risks and describe approach to management - Assessment of potential impact of risk - Disclosure on compliance with key risk management policies (clear and easy to understand summary)
Sustainability - Sustainability/CSR strategy - highlights - future objectives
Key resources - Core values / culture - Organisational structure - Leadership – Management teams - Training and development - Performance management, benefits, motivation, retention, communications, KPIs e.g. staff satisfaction survey, training days per employee
Financials To meet statutory requirements

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