We ask everyone we fund to report on the progress of their work tofind out how the work 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.
We want to make the best use of your time, and ours, so please keep this short written progress report brief – no more than 4 sides of A4 paper. At the end of the grant we’ll follow it up with a conversation. Details of how our reporting structure works, and what we should both get out of it, are on our website:
Your report should be based on the progress ofthe work that we funded over the past year, in the context of what you planned to achieve. For final reports, please also reflect on progress over the whole grant period.
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. Email this report to
This is notyour only opportunity to talk to us!Please keep yourGrant Manager up-to-date with any significant news, and any changes to how you want to use the grant, or changes of staff.
Grants Manager at Esmée Fairbairn / "Insert name of Grant Manager"- External context – summarise any major changes which have affected the progress of your work.
"Your answer here"
- Internal context– are there any major issues which have affected your planned progress?
"Your answer here"
- Evidence of the progress of your work towards what was planned:
"Your answer here"
- What has not gone to plan?
"Your answer here"
- What changes have you made as a result of what you’ve learned?
"Your answer here"
- Is there anything else you would like to tell us or ask us?
Include any conditions of the grant now met, significant changes to future plans, or funding.
- Learning Conversation
Please consider dates in 3-5 weeks’ time from now
Examples: 3rd, 10th or 19th September – 9am to 2pm
Tuesdays and Wednesdays – 10am to 3pm
Please provide contact details for the best person to hold this conversation with if this is not yourself.
In addition
- A breakdown of income and expenditure for the past year’s funded work against your original budget. Ifthis differs from your original income and expenditure budget please explain why.
If our grant wasfor core costs, send your management accounts covering the last 12 months. - An income and expenditurebudget for the year ahead, with secured income clearly highlighted.
Signature:
Organisation: / "Insert organisation name"
Name: / "Insert name"
Position & email: / "Insert job title and email address"
Contact telephone: / "Insert phone number"
Date: / "Insert date"
Please return this completed form by email to