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.
In 2015 we made changes to how we ask organisations we fund to report to us, and what we do with the information you give us:
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! It is important to 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.
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 filled in 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.
Details and guidance on what the report should contain can be downloaded here:
2016 online Progress Report guidance
Grants made before 2013 do not have agreed outcomes, so 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, 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 email@example.com
What we'd like your report to do:
What we hope the reporting process will be for you:
08 January 2018
Tel: 020 7812 3700
Charity No. 200051