Reporting to Esmée



We ask everyone we fund to report on the progress of their work to find out how the grant is going and understand what difference it’s making; but also so that we can learn how to support organisations, their beneficiaries, and the wider sector better in future.

Our approach to reporting

We want to make it easy for you and valuable for both of us. This means we ask for little written information, and ensure we speak to you more:

  • Our progress report templates are short. We just need enough information to understand how your work is going practically and financially; and to identify useful lessons that will inform your work, and our future funding.
  • After the final progress report, we will have a learning conversation with you so that we can both feed back on what worked well, and what didn't, about our funding and its effect on your work. We will then use what we learn to directly question and improve the effectiveness of our funding.
  • We don’t just want to hear about your successes. We want to know when things don’t work out, why they don’t go well, and how you learn from it and use that knowledge to move forward. How openly grant-holders report to us, and how they learn and change over the course of our grant, can be key to a further grant.  
  • This is not your only opportunity to talk to us! You must keep your Grant Manager up-to-date with any significant changes to the grant in order that they can discuss and agree to your future plans. Please refer to points 4, 5 and 6 of our Terms and Conditions. You'll also find here the nature of the relationship you can expect to have with us. 

Progress reports - the practicalities

We ask for a simple progress report one month before you need the next annual instalment of your grant, and/or a final report at the end of the grant. After your final report, we will organise a conversation so that we can both feed back on what worked well, and what didn't, about our funding and its effect on your work.

For most grants, your report should be drafted in Word and submitted online. You will be sent a personalised link to our reporting system two months before your report is due. The report should be based on the past year’s progress towards the (up to) three key outcomes you aimed to bring about, or make progress towards, over the term of the grant. For final reports, please also reflect on progress over the whole grant period.

Guidance on what the report should contain can be downloaded here:

Funding Progress Report

For grants with no outcomes

Although the majority of our grants have associated outcomes, in exceptional circumstances we provide grants without outcomes. Here, we ask that you base your report on the progress of the work that we funded over the past year (or the whole grant period for a final report) in the context of what you planned to achieve when you applied to us.

Please use the Progress Report template - no outcomes and email to

Reporting- the theory

What we'd like your report to do:

  • Share your progress honestly - the good and the bad, and how you've learned from each
  • Help us learn from your experiences
  • Enable us to pass on good practice or learning to others
  • Help us make better, more informed funding decisions in future

What we hope the reporting process will be for you:

  • Reasonably quick - a summary of information you already collect for your own use
  • Helpful - a useful prompt to get feedback on, and analyse and understand the impact of your work
  • Useful - an opportunity to reflect on progress and what you've learned