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Status Report

The Status Report is a summary page — finances, interactions, and next week’s tasks in one view.

The Status Report showing a breakdown of finances, recent activity and interactions, and upcoming tasks
The whole picture, on one page.
  • Finances — where you stand against your goals
  • Activity and interactions — what you’ve been doing
  • Next week’s tasks — what’s coming up

Two things, mainly.

Your own monthly review. It’s the one page that shows both the money and the activity, which is what tells you whether a shortfall is a fundraising problem or an effort problem.

Reporting to someone else. If you have a supervisor, a sending organisation, or a board who ask how it’s going, this page answers it without you assembling anything.