Our project management approach

How we deliver your
annual report

Our proven 8-step project management approach delivers clear, compelling reports that meet organisational objectives and audience needs. 

Tap into our annual report services for help with:

  • complete project coordination
  • strategic advice on structure and content
  • theme and message development
  • a Plain English approach to writing, editing and proofing
  • timelines and scheduling across contributors and suppliers
  • interviews with key executive and subject matter experts
  • understanding your reporting requirements
  • development of executive and Chair messages
  • reporting audits and strategy development.

8-steps in annual report production

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1. Planning

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2. Data collection

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3. Content production

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4. Design

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5. Feedback and revisions

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6. Approvals and submission

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7. Stakeholder engagement and investor relations

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8. Project wrap up

Step-by-step project management

1. Planning

  • Communication – key messages, theme and report narrative guide
  • Template – structure, inclusions and any differences from previous reporting
  • Scheduling – who does what, when and oversight of project milestones

See our expert tips for planning your annual report.

2. Data collection

  • Establish a master database of data responsibilities and deadlines
  • Conduct interview with internal subject matter experts
  • Confirm key financial statements dates and potential impact on messaging

3. Content production

  • Write and edit content from various sources to on-brand copy
  • Edit using a Plain English approach
  • Review and adapt structure as content develops

4. Design

  • Design develops to support messaging
  • We liaise with your Design team (or recommend a designer)
  • We provide design recommendations and instructions in copy

5. Feedback and revisions

  • Coordinate and document feedback
  • Maintain version control to track changes and ensure accuracy

6. Approvals and submission

  • Manage executive and Board approvals
  • Manage government or ministerial approvals

7. Engagement, promotion and investor relations

  • Repurpose reporting content for case studies, newsletters and investor relations
  • Showcase executive thought leadership

8. Project wrap up

  • Get feedback from key project stakeholders before memories fade
  • Opportunities for improvement, and what went well
  • Consider entering report in the Australasian Reporting Awards