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Annual report template for a small club

A short annual report with a place for each thing members ask about: the year in numbers, the money, what happened and who did it.

Free to download and change. No email needed.

Members read the first page and the money. Keep the rest short. If the report runs past four pages, cut words before you cut facts.

Cover

Club nameAnnual report for the year [start date] to [end date]Presented at the annual meeting on [date]

A word from the president

[Three or four sentences. The one thing the club did best this year, and the one thing it is working on. Then a thank you to the people who made it happen.]

The year in numbers

Last yearThis year
Members at the start of the year
New members
Members who did not renew
Members at the end of the year
Meetings and events held
Volunteer hours recorded

The money

Last yearThis year
Money in the bank at the start
Dues
Events and tickets
Donations and grants
Other income
Total money in
Venue and meetings
Events
Insurance
Other spending
Total money out
Money in the bank at the end

[One sentence on anything unusual: a big one off cost, a grant, a change in dues. Say who reviewed the accounts, or that nobody did.]

What we did

  • [Event or project, the month, and one line on how it went]
  • [Event or project]
  • [Event or project]

Thank you

[The officers, the board, and the volunteers and sponsors who gave time or money. Names, if they are happy to be named.]

The year ahead

[Two or three plans, with dates where you have them.]

Officers and board

RoleNameSince
   
   
   

The figures for the money section come straight from the treasurer's monthly report and the yearly budget, if your club uses them.

What it helps with

Giving members, the board and your next officers one honest record of the year, in four pages or fewer.

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