The one who
lies (exaggerates) will not be believed.
If you are
perplexed about how to report one of your sponsors, something
is wrong. You probably skipped an essential step in program planning
or program management. Read on, however, and you should be able
to clarify your concern as well as determine how to prepare a
specific report for a particular sponsor.
LEARNING
OBJECTIVES
When you
finish this module you should be able to:
1. Discuss
how "marketing programs" and "program planning"
are closely related to reporting to sponsors.
2. Outline an oral or written report for a specific sponsor.
HAVE
A MARKETING STRATEGY
This module
is closely related to module M-7 which tells you how to develop
a marketing strategy. If you have a well developed marketing strategy
you will know your own organization, what it has to offer, and
what the sponsor expects from you. Your end-of-program report
or progress report will come directly from your marketing strategy.
You may wish to refer back to module M-7 now or after you have
read through this module.
In your marketing
strategy (if you have one) you identified what your sponsor wanted.
That sponsor gave you some kind of support based on the expectation
of some specific return (even if that return was something intangible
like "a positive public image"). Focus your report on
the overlap between what you offered the sponsor and what the
sponsor expected as a result of the support given to your organization.
HAVE
A PLAN
Even without
a great marketing strategy, if you have a well-written plan which
your sponsor has agreed to support, you may still be able to prepare
an effective report for that sponsor. Look at the objectives for
your plan. Look also at the goals of your sponsor. By comparing
these two lists you should be able to identify overlap. Focus
your report on this common ground.
QUESTIONS
FOR DISCUSSION
1. What has
been our relationship with this sponsor (how long, based on what
common interests, current expectations)?
2. Do we
have any formal agreement?
3. Why did
this sponsor agree to support us?
4. What have
we accomplished that would interest the sponsor?
5. What have
we done for the sponsor?
6. Why should
the sponsor continue supporting our organization?
7. Does this
sponsor have a preferred format for reports?
8. Can we
get copies of previous reports that may help us with the format
or content of this report?
OUTLINE
THE REPORT
If the sponsor
has a specific form or format for the report, review it and follow
it carefully. If not, use the following outline:
1. Purpose
of the report (i.e., "this is a final report since the
program ended last month"; or "this is a progress report
because some new opportunities have arisen and we would like your
input on some proposed changes in our program").
2. Background
(i.e., "we have been working together for the past five years
and you have supported two other major programs of our organization
which include . . . ."; or "according to the proposal
which you funded we agreed to . . . ."; or "the objectives
of our program which you have been supporting are . . . .").
3. Summary
of Accomplishments (brief overview of highlights).
4. Inputs
(what your organization contributed to the program in terms of
time, money, materials, services, expertise).
5. Review
of Activities
6. Results
(reported according to the objectives with at least one paragraph
for each objective).
- Who participated?
- What were
participants' reactions to the program?
- How did
the participants change their knowledge, skills, attitudes or
aspirations?
- What did
participants do as a result of the program?
- What long
term impact did the program have on the participants or on the
community?
- How did
the sponsor benefit from this program?
7. Lessons
Learned
8. Future
Plans
9. Summary
and Conclusions (review highlights and tell how sponsors support
was essential to the program activities or results).
EXERCISE:
Prepare an
outline of a report for a particular sponsor. This exercise will
be much more effective if it is applied to a real situation rather
then a hypothetical situation. Decide if the report will be written
or oral. If oral, prepare appropriate audio-visual aids to illustrate
and strengthen the impact of the report.