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
1. Planning
2. Data collection
3. Content production
4. Design
5. Feedback and revisions
6. Approvals and submission
7. Stakeholder engagement and investor relations
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
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