How to use the Annual impact report outline template

Start a board from it
Use this template opens a new Freero board with the Annual impact report outline template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Annual impact report outline”.
Follow the instruction on the board
“Agree the one headline everything else supports. Pick stories first, then the numbers that prove them; keep finances to one page.”
Fill in each part
- Headline of the year The one sentence you want every reader to remember.
- Stories People whose lives changed, with their permission.
- Numbers that matter A few figures, each tied to an outcome.
- Where the money went Income and spend in plain words and one chart.
- What was hard Honest setbacks and what you learned.
- Next year Plans and the ask.
- Thank-yous Funders, partners and volunteers to name.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Annual impact report outline board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Donor journey
Follow a supporter from their first gift to giving regularly: what they do, what you send, how they feel and where you lose them.
Fundraising campaign plan
Plan an appeal from quiet early asks to the final push and the thank-yous, with targets for every phase.
Grant pipeline
Track every funding opportunity from prospect to decision, with amounts and deadlines, so no bid is missed or started too late.
Demo script
Plan a demo around the buyer’s problem: the story you tell, the moments to show, the questions to ask and the close.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.
Launch announcement plan
Plan how a launch reaches people: the tease, the announcement day, the follow-up demos and the long tail.