year end report presentation

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20+ Best Annual Report PowerPoint Templates (Free + Pro PPTs 2023)

PowerPoint templates provide a wide range of options for designing and presenting creative and compelling presentations to get ideas right and perfect. And the increase in demand for it contributed to the increase in its popularity, use, and reliance on meetings, conferences, and others.

You need to prepare and present some presentations for your company and prepare an annual report summarizing the company’s achievements, the plan that you followed, your conclusions, and your aspirations for better performance. Some excellent annual reports may be hard to find, which is why we brought you 20+ Best Annual Report PowerPoint Templates 2023 to prepare a professional annual report. These templates are easy to use and you can modify them with a few clicks, customize, and rearrange their icons and elements until they become the desired form.

In these templates, you will find everything you need to make your annual report clear and unique, which in turn will increase customer confidence and investment and double your productivity.

1. Annual Report PowerPoint Template For Presentation

Annual Report PowerPoint Template For Presentation contributes to presenting your ideas in an ideal way, drawing a clear picture of your work and your achievements during a whole year, motivating your team to move forward in achieving more successes. This template contains creative features that enable you to present a powerful and competitive presentation that grabs the attention of the audience and is ready to use and easily customizable.

2. 2021 Annual Report PowerPoint Template

The beautiful design of this template prepares your project distinctively and strikingly. 2021 Annual Report PowerPoint Template is a modern template with a professional design that meets your needs for high-quality report. This template includes 30 pre-made unique slides, 3 color themes, a light and dark background, in addition to other features.

3. Annual Report PowerPoint Template

To anyone looking for excellence, each slide in this Annual Report PowerPoint Template is specially designed to make your presentation creative. This template provides free fonts, colors, and professional icons you need for every presentation and is easily customizable and fully editable. Try it now!

4. Annual Report PowerPoint Template

Annual Report PowerPoint Template is one of the best business PowerPoint templates designed and supported with professional features and contains all the components that make your presentation impressive like Easy image placing, Handcrafted Infographic, User Guide PDF and many other features that you will notice when using it.

5. Annual Report PowerPoint Template Free Download

Finish your work and activities with Annual Report PowerPoint Template, you can simply customize the slides to adapt to the content you want to present. It is a great template with excellent specifications and all for free. This template is easy to use and will saves you effort and time to prepare a successful presentation.

6. 2020 Year Report PowerPoint

The 2020 Year Report PowerPoint template contributes to building an unforgettable presentation. This template is filled with convenient specifications and is customizable as you wish. With a single click, you can add your data and preset items that will save you hours of work.

7. Annual Report – Company Business PowerPoint

Present your annual report in the best form with the stunning Annual Report – Company Business PowerPoint. Everything you would expect with this template is a flexible template with a funky contemporary design, containing Data Chart, Picture Placeholder, Used and recommended free web fonts, Easy Editable Color Scheme, for free.

8. 2020 Year Report Vertical PowerPoint

Use 2020 Year Report Vertical PowerPoint to create a great annual report for your business. In this template, you will find a letter from the CEO, Year Highlights, Business Quote profit & loss, Prices, Maps, Conclusions, and more. You can also change colors with themes and add personalization by inserting your company logo.

9. Annual Report Presentation Template

Annual Report Presentation Template is professional and charming, designed to present your company information in an interesting style and attractive presentation. This template includes a set of features that enrich your presentation without requiring much effort or time to customize and adjust.

10. Dashi Annual Report Presentation PPT

Dashi Annual Report Presentation PPT highlights the importance of the report you are preparing because of its trustworthy and unique features, 30 Premade colors, based on the master layout, 28 Unique slides, Easy drag and drop image. What else do you need?

11. 2021 Year Report PowerPoint

Develop your company’s growth strategies and make your content an engaging visual presentation with 2021 Year Report PowerPoint. Whether you are a business owner or you work for a company, you can benefit from this template. It features pre-made slides for various types of content to make it easy for you to prepare your presentation.

12. REPORT – Corporate Annual Report PowerPoint

With the simple and attractive design options that REPORT – Corporate Annual Report PowerPoint offers, you can motivate the audience to interact with your presentation and this template will make numbers and stats fun, this template is suitable for preparing a company file, preparing an annual file, and more.

13. Project Proposal Template PowerPoint

To support your business and contribute to the participation of potential clients more in your business and projects, we present to Project Proposal Template PowerPoint. It is perfect for preparing a company profile or project proposal and explaining your achievements. With this template your data will be fun to know, easy to understand and the recipient will not get bored of what you show.

14. Company Annual Report PowerPoint Presentation

Unlike fading templates, Company Annual Report PowerPoint Presentation conveys your information more effectively to share with your team or with your audience. This template consists of 30 unique and easily customizable slides plus Free Web Fonts, 16:9 Widescreen Ratio, and Based on Master Slides.

15. Annual Plan PowerPoint

By relying on the Annual Plan PowerPoint template, your mission will be completed and your presentation is attractive and professional. You can detail the tasks in your annual activity report as much as you want, this template provides you with all the icons, graphics, charts, and all the other elements you need to prepare your report.

16. Company Report PowerPoint Template

Company Report PowerPoint Template uses icons and colors to present information efficiently, while you won’t have any difficulty adding your data to this template as it is easy to modify and customize. This template has a clean and elegant design, Full/No animation, 16:9 HD Retina ready, 10 pre-made color themes.

17. Financial Report PowerPoint Presentation

Your report can tell your company’s story through the use of related visuals, background images, and icons of the Victoria template which gives you all the features needed to create a creative report Object Placeholders, Retina and Full HD, Overlay Picture Effect, Fully Animated Slides, and more.

18. Rutina – Planner Template PowerPoint

Your ambitious goals for your company and future business deserve to be conveyed and presented in the best way, in a clear and easy-to-understand manner. This is what Rutina – Planner Template PowerPoint will achieve for you with all its elements. It facilitates access to the information that the recipient wants to hear and displays it dynamically.

19. Marketing Pitch – Infographic PowerPoint Template

To convey a positive image of your company and reflect the dynamism of your business, use Marketing Pitch – Infographic PowerPoint Template and enjoy the advantages that it gives you for free. With this template, there will not be much to do as all its elements are pre-made and waiting for you to modify and customize them as you wish.

20. EUSIN – Corporate Theme PowerPoint Template

To keep your presentation interesting and to keep the audience away from boredom and distraction we recommend the clear and astonishing EUSIN – Corporate Theme PowerPoint Template which is rich in all the essential elements of any presentation. It is a flexible and responsive template, and this template also gives you space to present your conclusions and vision for the future of your company and your business.

21. Shelby – Corporate PowerPoint Template

30 unique slides in HD resolution that ate fully editable in PowerPoint with drag & drop image placeholder, master slides, elegant slide transition, creative portfolio, quote and product slides, team management slides, product description slides, professional company profile slides, perfect for product and features showcase and very good option to consider.

We hope that we have provided some useful content in this article and we will be proud and glad if you try one of these templates, give the best presentations and achieve the best results in your work. These templates are all wonderful and won’t require you much time and effort to prepare for your perfect presentation, as they are packed with features that rival those of the paid ones. Try them now and enjoy making the most beautiful and skillful presentation.

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This is a simple annual report that provides the basic sections: title page, executive summary, table of contents, annual financial report, and conclusion. The template comes with pre-built tables for you to add financial totals, but you can also customize the tables to include more in-depth financial information, or insert a separate financial report. Additionally, the conclusion provides space for an auditor’s report, if necessary. 

Download Simple Year End Report Template

Word | PDF | PowerPoint

Annual Financial Report Template

This template provides an in-depth breakdown of your organization’s financials for the previous and reporting years, so you can see changes in fiscal health over a one-year interval. The template includes a table with space to input revenue, operating expenses, operating profit, net profit, and tax, as well as room to add other budget metrics. The Excel version will automatically calculate totals, and you can easily cut and paste this template into your larger, written year end report.

Download Annual Financial Report Template

Excel | Word  

Annual Business Report Template

This simple spreadsheet template provides a detailed view of your company’s financials over time. Enter your planned revenue and expenses by month, and then track those estimates against actuals for the year. This template separates income from expenses, so you can clearly view cash flow, which enables you to get an accurate 12-month snapshot of your business finances. 

Download Annual Business Report Template

Excel | Smartsheet

Annual Sales Report Template

Use this annual sales report template to report on sales data from the past year, and also break down finances into monthly and quarterly activities. In addition, you can use this template for future planning by reviewing previous monthly and quarterly sales trends. Insert this sales report — available in a spreadsheet style — into a larger financial or year end report, so stakeholders can gain insight into the specifics of your sales figures. 

Download Annual Sales Report Template - Excel

Annual Marketing Report Template

This is a formal template for reporting on marketing department activities over the course of a year. The template includes an editable title page, a table of contents, an executive summary, and a conclusion page, as well as a comprehensive financial report. Input quarterly planned and actual costs, and the table will automatically calculate fiscal totals. Attach any supplemental material directly to the template, and then present this full scale marketing report directly to stakeholders. 

Download Annual Marketing Report Template

Word | PDF | PowerPoint |  Smartsheet

Department Year End Report Template

Use this Excel spreadsheet to create an annual financial overview of any department within your organization. Simply input details about every project (deliverables, client, etc.), the planned versus actual costs, and total income, and the template will automatically calculate the total net income. You can edit this template to fit the needs of a particular department, be it sales, marketing, or IT, and you can easily cut and paste it into a larger written document. 

Download Department Year End Report Template - Excel 

Annual Expense Report Template

Use this annual expense report template to document all profits and losses over the course of a year. The template includes sections to list revenue, reductions, and expenses (including professional services, banking and finance, general business, vehicle/travel, and taxes) in monthly intervals, and then combines totals to provide a full annual budget report. Once you’ve entered your totals for each month, a built-in, color-coded graph will depict gross profit, total expenses, and profit and loss. You can find additional templates in our collection of free expense report templates .

Download Annual Expense Report Template - Excel

Nonprofit Annual Report Template

This is a formal, comprehensive annual report template intended for nonprofit organizations. The template includes pages to reiterate mission statement, note all significant accomplishments, relay targeted impact stories, and list notable donors. Additionally, it provides an in-depth financial overview in a spreadsheet layout — simply add quarterly income from foundation grants, corporate and individual contributions, government contracts, and other donations, and then calculate tax, expenses, and other losses to provide an accurate annual financial summary.

Download Nonprofit Annual Report Template

Additional Project and Financial Tracking Templates

In this section, you’ll find additional templates that may assist in your annual reporting efforts, including a variety of financial planning and budgeting templates, a cash flow statement, project planning templates, and more.

Client Projects and Budget Overages Template

This comprehensive budgeting template tracks client projects (including individual tasks) with emphasis on planned versus actuals in labor, materials, and other costs (i.e., travel, equipment, and fixed costs). The template will then automatically calculate actual costs (which you can compare against planned costs) and produce a color-coded over/under balance. Use this template over time to improve budget planning and become more realistic when projecting client costs. 

Download Client Projects and Budget Overages Template

Monthly Billing Statement Template

Use this simple billing statement template to invoice any clients for services completed in the past month. Simply list the date, type of service provided, the invoice number, and balance due, and send the sheet to your customer to square away any outstanding payments. If applicable, you can also include remittance information, or edit the template to reflect weekly, quarterly, or annual billing, as appropriate. 

Download Monthly Billing Statement Template - Excel

Upcoming Projects Template

This is a simple project tracker template that you can use to list, track, and manage multiple projects. Document the status, priority, and deadline of each project, and then list information about each sub-task (description, assignee, deliverable, cost, percentage complete, etc.) as child rows. This template is useful for managing and reporting on projects within a portfolio, or when you simply need to track multiple projects simultaneously. 

Download Upcoming Projects Template - Excel

Income Statement Template

This simple income statement template functions as a budget report. Note total income, cost of goods sold, and total expenses (broken down into categories such as wages and benefits, rent/mortgage, utilities, web hosting, insurance, etc.). The Excel template automatically calculates the total net income to give you a high-level snapshot into your organization’s financial position. 

Download Income Statement Template

Balance Sheet Template

Businesses can create a balance sheet to provide a full financial overview by documenting all assets and liabilities. This balance sheet template prompts you to list all current and fixed assets and liabilities as well as the owner’s equity. Once complete, use the balance sheet as a summary of complicated financial data and share it with investors and other stakeholders. 

Download Balance Sheet Template

Cash Flow Statement Template

A cash flow statement documents the net flow of cash into and out of an organization, which is useful for analyzing overall business performance and aiding in financial planning. This simple cash flow statement template includes space to list beginning balance, cash receipts, cash payments, cost of goods sold, operating expenses, and other expenses, and then provides totals for total cash payments, net cash change, and monthly cash position. To learn more about these statements by reading “Free Cash Flow Statement Templates.”

Download Cash Flow Statement Template

Year End Reporting

A year end report , also called an annual report or end of year report , details an organization’s activities throughout the preceding year. The report typically communicates overall company performance, financial information, and other key performance indicators (KPIs) . Publicly-held companies must submit a year end report as part of their legal accountability to shareholders.

Collecting — and then interpreting — data on an annual cadence allows companies to reflect on their performance over the past year. This information is essential for making future projections, adjusting goals and timelines, and identifying any inefficiencies and areas for improvement. Annual reports can be intended for internal or external (stakeholder) use.

A year end report is different than a project management office (PMO) report , which is a document that a department creates to assess the performance or status of an individual project or group of projects.

All told, an annual report functions similarly to a school report card, taking into account various performance data and evaluating that data from multiple points of view. In addition to creating a year end report, you may choose to create quarterly or monthly reports in order to get a lower-rage view of performance.

Year End Payroll Reports

Use a year end payroll report to reconcile all the payroll information from the previous year. To create a year end payroll report, compile employee identification details (address, position, SSN, etc.), as well as all salary, benefits, and tax and deduction information. This report can fit in with an annual financial report and help plan the personnel budget for the upcoming year.

Benefits of a Year End Report

At its core, a year end report provides organizations an opportunity to evaluate their overall performance and reflect on the past year. The information in an annual report provides insight into what is and isn’t working, and therefore can prompt companies to reconsider their approach in multiple categories (operations, finance, hiring and staff retention, marketing, customer retention, etc.).

Additionally, creating a year end report will allow you to do the following:

• Make data-informed decisions for the future. 
• Identify overages by comparing estimates and actuals in a project budget, timeline, and employee time (to ensure you aren’t over or under-working your teams).
• Gain an understanding of how you spend resources. 
• Gain insight into staff and faculty success.
• Build organizational culture by demonstrating accountability and accuracy in reporting.

A year-end report can also double as marketing material — or at least serve as a jumping off point. Simply use the insights gained or data collected as content for public-facing materials.

How to Write an End of Year Report

Although annual reports may vary based on the industry or audience (i.e., internal or external stakeholders), a typical report — which should be a formal, written (typically Word or PDF) document — will include the following sections:

• Executive Summary: The executive summary presents an overview of the entire year end report. Clarify the purpose of the report (audience, intent, etc.), and provide a brief summary of the contents to follow. For more information on this section of the report, read "How to Write an Effective Executive Summary to Yield Results .”
• Total Projects Delivered: In this section, document the total number of accomplished projects. This KPI can reveal a lot about your organization’s efficiency and processes, but make sure to include context along with the numbers (i.e., project duration, complexity, etc.).
• Project Deliverables: The number of projects completed means little without context. Use this section to discuss the specifics of each project, from the deliverables to the client relationship, project scope, and how the project budget and schedule performed against estimates. Call attention to successes, but also own any failures or areas for improvement. Additionally, note both the tangible and intangible benefits of each project deliverable. 
• Full Financial Overview: This section is one of the most important — especially for publicly-traded companies. You must include an income report, a balance sheet, and a cash flow statement, as well as a written summary of any big financial changes.
• Accountant Perspective: In some cases, you may also be asked to include an auditor’s report. An accountant can provide an external, unbiased review on the financial and operational health of the company, which is especially useful (and sometimes necessary) for public companies.
• Operations Overview: Provide a description of your operations to flesh out the financial report. This section can provide context for the numbers, and offer an explanation of any net losses or overages. Sometimes, you can include the operations summary as part of the financial report. 
• Conclusion: Write a formal conclusion in which you reiterate the key points of the annual report.

Tips for Writing a Year End Report

Regardless of your industry, you should adhere to the following best practices when compiling your end of year report:

• Know Your Audience: Is the report intended for internal or external viewers? The answer to this question determines the aim of your report (i.e., are you trying to motivate internal change or drive external actions such as increasing sales, promoting your brand, or reassuring stakeholders?). Understand your audience’s needs and anticipate questions or objections they may have. Even if multiple parties will be reading your report, focus on the key recipients, rather than attempting to cater to everyone’s needs. 
• Get to the Point: Before you start writing, ensure everyone is clear on the report’s objective(s). Identify what you’re trying to achieve and make your point(s) clearly and concisely. The data you include should speak for itself (or require minimal explanation and written analysis), and only include support material if absolutely necessary.
• Pay Attention to the Writing Itself: A strong annual report does more than simply relay facts and figures. For maximal impact, approach the report as a piece of writing, and therefore pay attention to tone, style, and writing quality. At minimum, focus on crafting simple sentences and using strong, active verbs. Use literal (rather than abstract) language, avoid cliches and jargon, and steer clear of confusing imagery or mixed metaphors. The writing doesn’t have to be bland, though. In fact, you can use the annual report as an opportunity to showcase your brand’s voice and personality.
• Be Sincere and Accurate: Remember the overriding goal of your report is to communicate information. Make objective, accurate claims, and don’t try to impress readers or be overly optimistic. 
• Pay Attention to Quality: Regardless of your audience, remember that an end of year report is a formal document. Take your time, write multiple drafts (experts recommend at least three), and engage multiple editors to ensure quality of both writing and data presentation.
• Be Intentional about How You Communicate Information: Format the report logically (for a general guide of how to structure the report, read the section above). Additionally, look for opportunities to communicate complicated data visually; for instance, with infographics or visual dashboards.
• Be Proactive: Get in the habit of producing a year end report — even if nobody requests one. This way, you’ll be prepared in the event of a last-minute stakeholder demand, and will also have ample experience culling company data into a report. Regularly and reliably creating year end reports is an easy way to build accountability and trust with stakeholders and customers.
• Build a Process for Collecting Data: Institute a process for collecting data to ensure that you produce regular, timely annual reports. Doing so will greatly ease the experience of writing a report since you’ll only need to compile the data and add written context, rather than mine information in a last-minute scramble.

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Blog Business 90+ Annual Report Design Templates, Inspirational Examples & Design Tips [2024]

90+ Annual Report Design Templates, Inspirational Examples & Design Tips [2024]

Written by: Sara McGuire Jan 15, 2024

Annual reports may sound boring, but they don’t have to be. With an appealing design, annual reports can be a powerful promotional tool by drumming up enthusiasm for your company or organization./

You don’t need to be a graphic designer to create a compelling annual report design that will impress your stakeholders. All it takes is the right report maker tools — and the right annual report design templates.

Keep reading for our 55+ top annual report templates and examples (free and paid included), plus some design secrets you can apply right away.

Click to jump ahead:

Company annual report example [with templates], corporate annual report design templates, small business annual report design templates, nonprofit annual report design templates.

• Marketing annual report design templates
• HR annual report design templates

Government annual report design templates

• Actual annual report design examples
• Annual report design takeaways

FAQs about annual report design

Short on time? Here’s our video cheat sheet on how to create an annual report:

Annual reports serve as comprehensive snapshots of a company’s performance, highlighting its achievements, challenges, and future prospects.

Crafting a compelling annual report goes beyond mere financial statements; it is an opportunity to narrate the company’s journey and present a transparent view of its operations to stakeholders.

When creating your company annual report, utilize visually appealing graphs, charts and infographics to present complex financial data in a digestible format. By combining data-driven visuals with concise explanations, you can effectively communicate the company’s financial performance and growth trends.

Consider including testimonials from satisfied customers, partners and employees to provide a human touch to the annual report. Sharing real-life experiences and success stories can reinforce the company’s credibility and showcase its positive impact on various stakeholders.

Don’t forget to articulate the company’s future vision and growth strategies, outlining the roadmap for continued success and expansion. Emphasize the company’s goals, targets and innovative approaches that will drive future growth.

Corporate annual report cover design

What overarching theme would you use to describe the past year?

When creating an annual report cover page, ensure that it reflects the theme. Right off the bat, readers will get a sense of the story you’re about to tell.

The cover page design will prime them for the rest of the information to come.

You should also make sure your annual report cover page reflects your business brand. For example, this free annual report template uses different icons of people and pets as it’s for an animal rescue organization:

Pro-Tip:   Venngage’s Brand Kit feature makes it easy to import your logo, brand colors, and fonts with a single click! Upgrade to Business to test it out.

Geometric annual finance report design

You don’t need to exclusively rely on images to set a visual tone, however. You can also use color!

In the free annual report example below, a vibrant color scheme is introduced on the cover page. Each of the following pages then features a single color from the original palette, maintaining a cohesive look unexpectedly.

Here’s another good example of a creative annual report template:

Fresh and creative annual report design templates stand out from traditional alternatives.

Modern financial report design

The budget season can be a confusing time for businesses. How much has been spent in the past year? How much should one predict for the upcoming year?

A modern annual report, like this example, simplifies the process for the finance department. By using pie charts  and  bar charts , the report shares a wealth of information at a glance.

For financial projections for the following year, you can use this free annual report template:

Your annual financial reports don’t have to be one pagers like the report infographics above. They can stretch into two or more pages like this financial statement analysis template — with the first page being the cover page, perfect if you want to export and use it in a presentation:

Notice we said you could use this in a presentation? With a Venngage Business plan, you can download your annual reports in PPTX format — and use them with your desired presentation platforms like PowerPoint or Google Slides.

Pro tip:  Use the real-time collaboration  feature to make your annual report with teammates. Get instant feedback and share comments in real time. Learn more about how to use the feature here.

Bright corporate annual report design

You don’t have to use neutral colors or corporate blue just because everyone else is. Show how unique your business is by using a bright, bold color scheme in your annual report.

Annual report design templates, like this example, make no apologies for their bright colors.

A financial report, like this template, would be a great fit for a bright report design. Though packed with numbers, the clean layout makes it easy to read and understand.

Detailed highlights annual report design

You may have sections that include a lot of text or a lot of data visualizations . That’s okay as long you organize it well.

This detailed highlights annual report example uses a portrait layout and dynamic text formats for all the content.

The sections in these  annual report templates  consist of multiple data points but remain easy to read.

Colorful year-in-review report design

Many companies hold a year-end meeting to go over key metrics, achievements, and goals. Create a slick  presentation  of an annual report infographic that will hold your team’s attention.

Bright colors, gradients, bold  fonts ,  charts , and  images  are all elements of a successful  presentation design  or data infographic :

Simple year in review annual report design

Icons  are the perfect way to visualize ideas and highlight points. You can use icons to emphasize specific points on a chart or to draw attention to important text.

Take a look at how icons are used in creative annual report design templates, like this example:

Annual shareholder business report design

This simple annual report design uses simple icons to differentiate between different types of shareholder returns:

Related :  50+ Business Report Templates Every Business Needs

Financial budgeting annual report infographic design

Flow charts are perfect for visualizing processes, timelines , and connections between information. Simple flow charts can be used in a presentation slide, while more complex ones can take up one (or even several!) pages.

Our flowchart maker can help get you started with creating handy flowcharts. 

Take this report template that uses icons to make the points in the flow chart more memorable:

Corporate company report infographic design

If your charts require some added context, be sure to include a brief description.

For example, take this report presentation slide that uses a description box with the same blue as the bars on the chart to indicate that the audience should read the paragraph to fully understand the chart:

Marketing analysis and business strategy report template

Pair dark colors with bright colors for a bold design. Not only do contrasting colors look good, but they can also help you highlight important information.

For example, showing an important statistic in a bolder font than the other text on the page will help it to immediately jump out at readers.

Take a look at how contrasting dark shades and light shades are used in this free annual report template:

Basic company growth infographic report design

Part of creating an effective slide for your simple  annual report presentation is finding the right balance between text and imagery.

Drawing an invisible “line” down the middle of your slide is an easy way to guide your design.

Put your chart or photo on one side of the slide and text on the other, and voila:

Quirky illustrated annual report design

Images and icons are perfect for helping to tell the story of your business’ past year. You can use icons to create a quirky graphic illustration!

For example, this report design template uses icons to create a little city scene in the page header:

Infographics are great for turning data into engaging visuals that anyone can understand. Plus, there are a ton of ways that you can integrate them into your reports, especially if you mix them with well-designed icons.

Check out our  beginner’s guide to creating infographics  for more tips.

Bold annual report charts design

Grab readers’ attention with a big, bold header  font . While you will probably want to keep the rest of the text in your report relatively simple, your headers are places where you can get more creative.

Take this simple annual report template that uses a slightly funkier font in its title:

Corporate performance annual report design

Often enough, what an annual report design is missing most is some color.

Pick a bright color. It could be your brand colors  or a color that reflects the theme or “mood” of your annual report. And use that as the page background.

This green annual report template with a green background similarly uses white boxes to help the text stand out from the background:

Pro-Tip:  Use the Venngage chart maker  to create comprehensive charts for your annual report. Import data from an XLSX or CSV file and start editing your chart.

Customer service annual report design

Annual reports have a bunch of different topics to cover. A small thing that you can do to help the reader navigate through the labyrinth of info is to use an intro page or section.

A bit of context will give readers a clearer understanding of what the section covers. It could be as simple as a single sentence, or a short paragraph.

Creative annual report templates, like this example, give you plenty of wiggle room:

Corporate customer activity report design

If you want to separate your page into sections, using colored headers is an easy way to do this. Just draw a block line across the page to help your header pop. You could even color-code your headers to make a simple annual report page more readable.

This report design template uses a simple white background with bold blue headers:

Bold one-pager industry report design

While your full annual report may be pages and pages long, a one-pager that summarizes key information is a great accompaniment to create. Pull the most important or noteworthy information and make that the focus of your one-pager.

You could, for example, choose to hone in on our key metric and visualize it in a chart, like in this free annual report design template:

Retail year-end annual report design

In each section of your annual report, you’re introducing a new topic. To help introduce the new section, use a decorative section header that illustrates the topic of the section.

For example, this free annual report template for a retail business uses images in the headers that reflect key pieces of information from each given section:

Branded year-end annual report design

Since your annual report tells the story of your company, make sure that the design reflects your brand’s personality . That can mean more than just incorporating your brand colors. Use font styles and images that reflect your brand’s personality.

For example, this annual report design has a light and playful look. The style is appropriate for a family-friendly burger joint, with rounded fonts and plenty of icons:

Bring color back into your annual report

In case you hadn’t noticed the recent graphic design trends , but bold colors are making a comeback. This isn’t something only hipsters are using. Massive companies like Salesforce and Zendesk are embracing the trend too.

This annual report design uniquely embraces colors through the use of images and icons. The three main colors (blue, yellow, hot pink) repeat throughout the report design, making it pop:

Vibrant engineering report design

Ditch the dull office color grays for an engineering report that’s bright and attractive. Vibrant colors draw much more attention than something that looks formal and plain.

The key to using vibrant colors is to leverage contrast to make your text pop. You don’t want to lose your content in the bright colors of the background. This vibrant engineering report template uses grey and black backgrounds wherever there is text, to offset the bright teal throughout the design. However, for charts and other data, the vibrant color works just fine.

Business executive report design

When it comes to design, repetitiveness and consistency are two different things.

When your report design is repetitive it means each page or slide looks like the one before. That’s boring . 

When there is design consistency, it means certain design elements appear throughout your report. It provides a sense of order as the content continues to change. That’s fun . 

Take a look at the executive annual report template, for example. Every page looks different and shares distinct information. However, the icon tile pattern appears throughout. It’s a neat design touch that’s engaging and looks professional, without getting boring.

Modern annual report overview infographic design

It can be hard to keep readers engaged in a long, multi-page document like an annual report. But you don’t have to keep it that long — your report can be a one-page infographic too. Just like this template:

Visual infographic annual report design

Use icons and illustrations to draw the readers’ eyes to certain parts of the page. That could mean including an icon in the page header, using a row of icons to divide off a section of the page, or using illustrations to make concepts easier to understand.

This report template incorporates the peach theme into both the visuals and color scheme:

Small business budget report design

If one of the pillars of your business is creativity, reflect that in your annual report design. Play around with unusual page layouts and surprising design elements. Our post on presentation layout ideas should help spark your creativity.

Take this annual report template that follows a zig-zag path and uses circles to present data in a quirky way.

Yearly company performance report design

For a more minimalist annual report design, use a neutral background and use bright accent colors to highlight important information. For example, you could use color to highlight keywords, key data points, and header text.

Take a look at how different shades of red and orange are used in this free year-end report template:

This template also uses colors to create a harmonious design — the colors used in the table coordinate with the ones used in the top photo:

Here we’re going to show you loads of examples for nonprofit annual reports , church annual reports, nonprofit annual report infographics, nonprofit treasurer reports, and more. Let’s dive right in!

Colorful gradient nonprofit annual report design

Your  nonprofit has a compelling story to tell , but overloading your annual report with images can cause it to get lost in the shuffle.

Instead, consider adopting a more minimalistic design approach and letting your text shine.

This nonprofit annual report template below puts the text front and center with bold, modern typography.

A vibrant gradient overlay prevents the design from looking stale, especially when paired with images. The overall effect is fresh and modern.

Illustrative nonprofit annual report design

When designing a nonprofit annual report, be sure to put what matters to your brand front and center.

This example dedicates a whole page to the people it has helped, and how. Plus it makes use of charts to highlight its financial success.

Simple nonprofit annual report design

One of the most essential inclusions in your nonprofit annual report is the impact of your work. Whether your organization is dedicated to helping people, animals, or the environment, look for opportunities to showcase the difference you’ve made over the past year.

You can always use charts and infographics for data visualization , but your annual report will have a bigger emotional impact by featuring the real people or communities behind the statistics.

The nonprofit annual report template below puts a face to the organization by featuring one of the individuals they’ve supported right on the cover page.

Illustrative church annual report design

When you create your church’s annual report design, ditch the business-y look for something fun and playful.

Aim to reflect your community and space. You can do that with the diverse set of icons from our icon library. Illustrated icons of people and buildings add a playful touch to your design. You can also use icons as labels or headings for different sections.

Don’t forget to add charts and graphs where you need them to visualize your data.

Vibrant church annual report design

You can also take a modern design approach with your church’s annual report. Bold color overlays paired with stock photos are a current trend. That simple touch elevates your report design to that of a professional designer.

This church annual report template stands out through the use of color, stock photos throughout, and icons. The use of purple for overlay, headings, and icon colors helps to tie everything into a cohesive design.

Church engagement annual report design

Infographic reports are a great way to summarize your church’s annual report. These types of infographics highlight the most important takeaways about your church’s performance over the year. An infographic report can be sent out to your email list, included in presentations, or even printed out and shared in meetings.

Here’s an easy-to-edit church infographic annual report, pairing icons with financials to make data jump off the page. One quick scan and your readers have a good idea of how productive the past year was.

Modern nonprofit infographic report design

A nonprofit infographic report helps you summarize your nonprofit annual report. You end up with a neat, captivating visual that can be shared with board members, donors, and your social media followers.

To reflect the nonprofit’s entire impact that year, this nonprofit infographic report crunches the numbers and visualizes them.

A great stock photo, high-contrast colors, and a few choice icons help the data jump off the page. Even with a quick scan, readers of the nonprofit infographic report can tell that the past year was a winner.

Nonprofit annual report infographic design

At the heart of every business and organization are the people who built it. Help tell the story of these people by using emotionally evocative photos.

This nonprofit infographic annual report combines the image of a woman holding a child with actual statistics behind their work. A white semi-transparent overlay ensures that both the image and text are visible, while the icons provide visual interest.

Equality nonprofit treasurer report design

Your nonprofit treasurer report design should be anything but boring. You’re sharing important financial information, and want to make sure the information is clear and easy to understand. That’s why the design quality of your treasurer report matters.

A high-quality stock photo makes for a great report cover when it’s the right one. Consider your nonprofit’s mission, and try to tap into the human element, when choosing your cover photo.

This nonprofit treasurer report template uses a photo that shows a sense of togetherness and unity. If your report’s cover photo is generic and unrelated to your organization, it’ll be less likely to engage your audience.

Purple nonprofit treasurer report design

You can think outside of the box, even with your nonprofit treasurer report design. You can use stock photos and color to create something eye-catching and interesting.

This nonprofit treasurer report template uses stock photos throughout the design and applies a purple overlay on each page to pull the design together. This way, while the content, layout, and visuals change, a single color helps unify the design.

Simple nonprofit treasurer report design

If toying around with bold and creative designs is outside of your comfort zone (for now), you have nothing to worry about. You can still come up with impressive designs for your reports.

This simple treasurer report template just uses bold colors for each page and flat icons. It’s straightforward, but still eye-catching. The conservative use of text on each page, along with the large fonts and negative space make the report easy to read.

Simple nonprofit budget report design

Your organization’s operating budget is crucial information. It impacts the entire planning of all your activities for the coming year. So it has to be very clear, simple to understand and accessible to your staff.

You could just share a boring spreadsheet, but that won’t impress anyone. This nonprofit budget report template has an official, on-brand design. It incorporates the organization’s logo, flat colors, and bold fonts for a document that’s super clear. It also highlights important values to make them easier to distinguish from other figures that are listed.

Purple nonprofit annual report design

You don’t have to use super complex data visualizations to make the information engaging. If you’re not a data visualization expert, you run the risk of confusing your readers.

But a simple data visualization can be engaging, and helpful in communicating more clearly , like how this nonprofit template uses half pie charts to show its funding sources and expenses:

Nonprofit impact report design

Make use of contrasting colors and bold text to highlight the impact of your nonprofit organization:

Marketing annual report design templates

Year-end marketing report design.

This annual review design template uses different style charts. Because the colors are repeated, however, the charts look consistent and professional.

For a more in-depth guide to picking the best charts for your data, click here.

Corporate advertising annual report design

If you want to emphasize certain pieces of information or break up an expanse of text on your page, color blocks are an easy fix. Pick a neutral color that will allow text to stand out, like grey or a light shade.

This annual report template uses red and grey color blocks to create various page layouts:

Fun corporate marketing report design

Have fun with your marketing report design.

You can draw creative inspiration from your brand. Consider your brand’s voice or your brand’s visual collateral.

Does your brand use professional stock photos, sophisticated icon art, or playful, illustrated icons? Are the colors in your branded content vibrant, subdued or neutral?

These are all factors that should influence your marketing report design. This corporate marketing report template presents highly relevant information in a way that is aligned with the brand.

Real estate market report design

When you create a detailed, in-depth marketing report , organizing information simply is a challenge. You want to avoid creating a report that is dense and difficult to scan.

This real estate marketing report template is a great example of balancing a lot of content through design. It uses a layout that alternates between text-heavy sections, and sections reserved for data. This helps you create a report that is predictable and manageable for your readers.

Social media marketing report design

In the Venngage editor, you can access massive high-quality stock photo libraries from Pixabay and Unsplash. Whatever you’re looking for, expect to find the perfect stock photo for your design.

Just check out this marketing report template below. This social media marketing report template looks sharp and professional because of the color palette consistency throughout the design – both in the content and the stock photos.

It makes for a very cohesive, finished look that appears less DIY, and more, “professional designer”. Don’t take my word for it, either. Try it out yourself and ask your team what they think of the final product.

Trendy social media campaign report design

This modern annual report template is another great example of choosing a color palette based on your stock photos. The hues of brown and teal tie into the stock photography used in the design.

Plus, since it’s a coffee brand, the warm brown tones make for a very fitting color palette choice.

Dark social media trends report design

Here’s one last, great example of how to use stock photography to inform your design.

This dark social media report template uses a crisp, high-quality photo of a smartphone screen. The title slide doesn’t even use an overlay to subdue existing colors.

The rest of the slide design incorporates black, and other bold colors throughout. This makes for a very commanding, attention-grabbing look. Plus, it’s easier to decide on a color palette once you’ve got the perfect stock photo lined up.

Social media marketing report design

Was your team’s main goal this year to reach for the stars? Did you turn your small team into a village? You can use images in your design to symbolically reflect those themes.

For example, this annual report template uses an engaging cloud background:

To learn more about marketing strategies for nonprofits and setting goals, check out our Complete Nonprofit Marketing Guide .

Digital marketing report design

Typically, you’re trying to pack a lot of information into your annual report. The readability of your annual report will have a lot to do with the design.

Color coding your information is a simple way to offer visual cues for readers to follow. Pick colors that have a logical association with the information.

For example, this annual report template uses colors to represent each social media channel. The colors reflect the brand colors of each social media channel, making the meaning easily recognizable for readers:

SAAS email marketing report design

Even with the right use of colors and icons , your page may feel a little blank. It may seem like it’s missing something because there’s so much space.

In those instances, incorporate a border design to create a sense of movement, dynamism, and texture. You can apply a border through the use of the icon library, or you can choose abstract stock photos to create background borders. That’s exactly what this SAAS email marketing report template does.

HR annual report design templates

Employee progress annual report design.

Bright and vibrant colors add a lot of energy and pizzaz to designs, but on a white background don’t stand out well. Rather than switch your color palette of choice, try a light background color. Not only is it a nice change from traditional black and white reports, your colors easily pop from the page.

This annual review template a variety of colors to distinguish multiple categories for employee evaluation . It also uses handy  pie charts  to visualize key performance metrics.

Year-end human resources report design

Check out this year-end HR report template. The playful icons and tiles are a sharp contrast to the background and grab your attention. The bright accent colors throughout the report design allow individual sections to stand out.

Bright employee annual performance review design

For your employee reviews to be consistent and fair across the board, you need to follow a structure. That’s why it’s a good idea to use an employee review template (check out our blog post with 12 performance review examples for ideas).

A simple table layout works well for this. This annual performance review template below, for example, has a clean and clutter-free design, with clearly labeled spaces to provide feedback to employees.

You can even color-code the sections to make them easier to read and understand. For example, look at this simple employee review template:

Modern national agency annual report design

Consistent branding across all of your government communications is important.

One way that you can ensure this is by using not only your company colors but also colors that communicate the “feel” of your company or organization.

This annual report template divides the sections in half and uses the brand color to highlight key information.

Year in review infographic annual report design

Sure, this year may have been a lot of work, but there was some fun to be had too, right? An annual report is the perfect place to highlight how your business has grown, financially and culturally.

This simple one-page annual report template highlights both work and the “fun stuff”:

14 tips on how to design an annual report + more templates

Want to see how visualized reports fare in real life? Here are the top examples of visually appealing and engaging annual reports you can draw inspiration from.

OzHarvest is a nonprofit that redistributes food to charities from restaurants and the like. They wanted to make sure their shareholders saw key numbers like how many meals were saved, their core message, and their mission.

By using big fonts and creative visuals like word clouds and charts, they can bring that key information forward. This is a good lesson in not being afraid to take up lots of space on a page.

In another example, a handful of families supported by the St. Louis Children’s Hospital were featured in their annual report. This helps put faces to the names and show that their donors and stakeholders are helping real people with real struggles.

This annual report example from Maine Tourism uses a ton of colors you would see in nature. If you haven’t been to Maine, the outdoors is a pretty big part of their identity.

All over this annual report, you can see natural colors in the greens and browns, but also the orange in lifejackets and fires, or the blues in lakes and the Maine sky.

Also, please note: there is no rule out there that says you have to use lots of colors. As we can see in this annual report example for a real estate company.

The designers used a bold red to bring attention to important charts or trends:

Click here for 35+ simple background images to add impact to your report.

If you want to create a memorable annual report you may need to change the way people look at things. Or in this case, they did it by physically changing the way the annual report was laid out.

As you can see in the example from Environment Waikato, they start this by creating a landscape-oriented report. Then, they take it to the next level by switching the way the text is printed on multiple pages. This causes the reader to change their perspective on the content.

Some annual reports take one of their most important values or mission statement and hide it at the bottom of the page. That means most people will skip over it without even noticing!

That isn’t the case with this annual report example from  PEN Canada . They make sure you can’t miss what they stand for.

Each of these pages celebrates a different part of their vision. By using a large bold font they can illustrate that they aren’t messing around at all. The  contrasting colors  make it jump off the page as well.

You can also add an interactive or tactile component to your annual report design to make it stand out.

In this annual report example from Craft Victoria, they use their cover to add an extra little surprise for the readers. The cover can be transformed into a tactile experience with small triangular tabs.

The triangle motif also carries throughout the rest of their report, making for a cohesive design.

Now, onto some concrete annual report design tips:

Infuse your company or organization’s culture into your annual report design

Everyone probably knows what U-Haul is (if you don’t, they’re a moving company). The designer incorporated their business’ service into this creative annual report design.

First, it’s delivered like a package to the reader and it looks exactly like a moving box you would find at one of their stores. Plus, there’s bubble wrap! Then the table of contents is modeled after a packing sheet, using the same icons and visuals throughout.

Each page uses images and visuals that remind people that at the heart of everything, they are a moving company.

Create custom illustrations using icons

When you’re working within a tight budget, commissioning custom illustrations can be pricey. But you can use icons to create custom illustrations.

Pick icons to make up the pieces of your illustration, then arrange them into a little scene. You can use this same tactic when it comes to creating an effective annual report template.  Keolis  has done this in their annual report design to illustrate statistics.

Our post on icon stories will show you exactly when and how to create them.

Make each page stand on its own with unique designs

I know I just said that you should pick a singular theme and stick to it like a few points ago. But for every rule, there are a few exceptions.

In this annual report example from the STW Group, the theme changed from one page to the next.

This can work in an annual report because you’re covering multiple different topics in one document. That being said, you should still maintain some consistency throughout your annual report design, like the same color scheme or basic page layouts.

Organize your information into sections using borders

If you have multiple topics or components that you want to fit together on one page, using borders or block backgrounds in your annual report templates can help keep your design organized.

For example, take a look at how  RLI Corp  uses blocks of bold colors to help each section stand out on the page. This makes it easier for readers to scan the page for different topics.

Pick a design motif and use it throughout your entire annual report

This annual report example from Brunel shows how much impact a confident design motif can have on your design. In this case, they used big, red fonts for all of the headers, with the header text overlapping onto the body text.

It’s an unconventional design choice but it works because it’s consistent. If you’re going to use an unusual design motif, commit to it and use it throughout your entire report.

Another creative annual report example is this one from Grupo Bimbo. They use think lines to direct your eye. These direct readers from point to point on the page, which is another way to tell stories visually.

Visual cues like lines and arrows can improve the flow of your page design immensely. They’re useful for any design project you are working on. Whether it be an  infographic  or an annual report template, these subtle lines are a must-have.

Give your annual report template a thematic motif

Was the year marked by a lot of progress? Did you overcome some major obstacles? Design an annual report that reflects the year’s overarching theme.

If you’re struggling to create your own nonprofit annual report template, try looking at some of the themes that run throughout your company’s mission, product and culture.

The designers at the Hall Family Foundation used their volunteers as inspiration. Most of these people are the lifeblood of any non-profit so it made a lot of sense to start there!

They focused on a handful of action words that helped describe what these volunteers do. As you can see, a visual theme was created from those words that are featured on nearly every page.

Additionally, the annual report has these words printed on the cover, so the reader notices the theme from the beginning. This is a great way to introduce readers to your company or organization’s values.

Label your graphs, charts, and other data visualizations

Forgetting to label your charts is a common mistake that many writers make. But forgetting to label your charts can  make your information confusing or misleading .

The designers at Capaccio Paestum avoided this trap by labeling all of their bubble charts and bar graphs. Additionally, when you use labels as they did, it helps even the newest stakeholder understand them in seconds.

Or take this annual report from Orgalime, which uses very straightforward but beautiful pie charts and bar graphs. Each example tells you what you need to know and makes it easy to compare between data sets. Simple but effective!

Include full-page data visualizations

Using the same annual report example from the  Croatian Post , you can see how big data visualizations can make your annual report just that much more engaging.

If you have a particularly important set of data, like your company’s financial growth over the past year, you can feature that in a creative data visualization. This is an opportunity to incorporate engaging design elements like icons, pictograms, image frames, and bold color schemes.

Mix up your font sizes and weights

Consistency is a basic tenet of good design. But you can find ways to add variety to your designs while still maintaining consistency.

The people at  Austria Solar  mix up their font sizes and weights in this annual report example. But they still maintain consistency by using the same color scheme throughout the report.

Check this guide out if you want to  learn more about selecting and using fonts .

Optimize your annual report for digital viewing

While tangible reports are nice, more and more people are opting to publish them and read them online.

The people over at  Mailchimp  have been doing this for a few years. Seeing as they’re a SaaS company, it fits their brand well and allows their report to reach a wider audience.

Plus, when creating an annual report virtually, you can include things like  GIFs, videos, and other moving parts !

Take a look too at what The Warehouse did on a few pages of their annual report. They use an introductory page to lead readers into each new section.

Like the designer behind this real annual report for the fake company, Ace Airlines did on multiple pages.

Seamlessly incorporate photos into your design by making them grayscale

While photos certainly add to your annual report’s story, they can also distract from the text on the page. But if you use grayscale images or images with a color overlay, they can integrate much more seamlessly into the design of the page.

Take a look at how the Associated British Foods’ annual report integrates images into their pages.

Set a visual tone from cover to cover

In this annual report from Target, they set the tone the first time you look at it. On the cover page, they show exactly what the report is going to be all about: freshness.

The designers use pictures of fresh fruit and veggies throughout the report to give it a feeling of abundance. This puts the reader in that frame of mind from the beginning, showing them what to expect from the business.

Here’s another example. The designers from BHA took some of their important stats and combined them with icons. Combined with the primary color backgrounds, the design looks modern and in line with current design trends.

Additionally, because of the icons they selected, they can prep the reader for what the info is going to be about. For example, using the microphone icon to show that there were 2.7 million voices behind this annual report.

Let your company’s history influence your design

Everything about this annual report from Kennedy Space Center looks like it would be at home in the 1970s.

The annual report was published in 2010, but the design calls back to the center’s history, from the color scheme to the retro photos.

It all comes together to create a fantastic annual report example that NASA enthusiasts will love.

Go big or go home with your annual report

This year is all about taking big risks with your design projects. But I wasn’t thinking that would lead to something like Ablynx created for their annual report!

They decided to go big with their data visualizations, literally. Instead of designing them in a design tool like Venngage, they created them in the real world.

Using sticks, yarn, and earth they build the graphs and charts that will adorn their annual report. This is one of those things that their readers won’t forget anytime soon.

Another creative way to organize your annual report is to differentiate the sections by using different-sized paper. In this annual report example from GIA, they do just that.

When a reader moves from one section to the next they physically have to change the size of paper they are reading. It’s an unexpected and engaging way to frame your different sections.

Annual report design takeaways

Annual report design isn’t going anywhere. Even if you don’t have any design experience, you can create an appealing annual report by starting with an  annual report template  and applying some of the following design elements:

• Cover images that tell your company’s story
• Eye-catching background color to make annual report templates pop
• Decorative section headers
• Color blocks
• Color-coded data
• Different style charts
• Interesting page layouts
• Full-page data visualizations

How do you create an annual report?

The best way to get started is to use an annual report template . This will serve as a handy framework and drastically reduce the amount of time spent creating your report.

If you’re concerned that a template won’t make your annual report design look unique, don’t be! Once you incorporate your information, visuals, color schemes, and fonts, your annual report will look like a custom design.

All of these elements can be customized in the one-page annual report templates above. Plus it’s easy to change the charts and graphs to reflect your data

Read on for annual report design tips and 55+ templates. Click any of our templates to enter our online report maker tool to customize it. No design know-how is required.

What is included in an annual report?

Annual reports typically contain information like:

• A company or organization’s mission statement
• A company or organization’s growth (financially, product-wise, culture-wise)
• Various business segments
• Information about the company or organization’s directors and executive officers
• A company or organization’s impact on specific communities
• Milestones and success stories

The below annual report includes a summary of success stories from the chief, impact on specific communities, and a look to the future:

A lot of that may sound like dry information…but it doesn’t have to be.

If your annual report is visually engaging, it will grab the attention of your readers. You can visualize data, incorporate your branding principles , and express your team’s personality throughout the design.

For a more detailed look at what to include in an annual report, check out our  annual report guide.

What is an annual report?

An  annual report  is an in-depth, comprehensive report that provides an overview of a business’s achievements and key metrics from the preceding year.

Think of it this way: an annual report is a perfect opportunity to tell your business’s story. Your annual report design can help you tell that story.

In some cases annual reports are mandatory, in other instances, they are marketing tools used to generate interest in your brand. Not only are they meant to generate interest among shareholders or investors, but they also present an attractive brand to employees, clients, and broader audiences. Your business is on a journey, and your annual report design helps you tell that story effectively. 

For an in-depth guide on what an annual report is, and all the different types, check out our explainer post: What is an Annual Report? .

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• How to Create a Business Plan to Inspire Confidence in Investors (+ Business Plan Templates)

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A Guide to Creating a Visual Annual Report Presentation

August 25, 2024 / Blog

Annual reports communicate a company’s financial health, achievements, and plans to stakeholders. However, traditional text-heavy reports can be challenging to digest. Transforming your annual report into a visual presentation can enhance engagement and clarity, making it easier for stakeholders to understand and retain key information. Here’s a comprehensive guide to creating a compelling visual annual report.

Need a Presentation Designed? Click Here To View Our Amazing Portfolio

Why a visual annual report.

A visual annual report leverages the power of visuals to present data and insights. 

Visuals such as charts, graphs, and infographics simplify complex information, making it more understandable and memorable. Moreover, this approach captures stakeholders’ attention and conveys the message more effectively.

Planning Your Visual Annual Report

Effective planning is essential to create a successful visual annual report.

Define the key messages you want to convey. Identify the most important data points and achievements from the year. Decide on the structure of your presentation, ensuring it follows a logical flow from past performance to goals.

Choosing the Right Visuals

Selecting the appropriate visuals is critical in making your annual report engaging. Different types of visuals serve different purposes:

• Charts and Graphs — Ideal for presenting financial data and performance metrics. Bar charts, line graphs, and pie charts can effectively illustrate trends and comparisons.
• Infographics — Useful for summarizing complex information and processes. Infographics can combine text, images, and data to tell a cohesive story.
• Images and Icons — Enhance the visual appeal and break up text-heavy slides. Use high-quality images and icons that align with your brand’s visual identity.

Designing Your Visual Annual Report

Here are some tips for designing your presentation:

Maintain Consistency

Consistency in design elements such as fonts, colors, and layouts creates a professional and cohesive look. Use your company’s branding guidelines to maintain a consistent visual identity throughout the presentation.

Simplify Your Slides

Keep slides clean and uncluttered. Use bullet points to highlight key information and avoid long paragraphs. Limit each slide to one main idea to ensure clarity and focus.

Use Data Visualization

Effective data visualization can make your report more impactful. Use charts and graphs to present financial data, market trends, and performance metrics. Ensure that your visuals are clear, accurate, and easy to interpret.

Incorporate Infographics

Infographics can transform complex information into visually engaging content. Use them to summarize key achievements, illustrate processes, and highlight important data points. Infographics make your presentation more dynamic and easier to understand.

Highlight Key Achievements

Dedicate slides to highlight major achievements and milestones. Use visuals to showcase significant projects, awards, and successes. Highlighting these achievements reinforces your company’s strengths and progress.

Include a Forward-Looking Section

End your presentation with a forward-looking section that outlines your company’s goals and strategies for the upcoming year. Use visuals to illustrate your strategic plan, growth opportunities, and future initiatives. This section helps stakeholders understand your vision and commitment to future success.

Engaging Your Audience

Engaging your audience is crucial for the success of your visual annual report presentation. Here are some strategies to keep stakeholders engaged:

Tell a Story

Narrative storytelling can make your presentation more compelling. Frame your data and insights within a cohesive story that highlights your company’s journey over the past year. A well-told story can resonate with stakeholders and make your message more memorable.

Use Multimedia

Incorporate multimedia elements such as videos and animations to enhance engagement. Videos can bring your report to life by showcasing testimonials, project highlights, and executive messages. Animations can add a dynamic element to your slides, making them more interesting.

Encourage Interaction

Encourage stakeholder interaction by incorporating Q&A sessions, polls, and discussions. Engaging stakeholders in the presentation process fosters a sense of involvement and allows for real-time feedback and insights.

Creating a visual annual report can transform how you present your company’s performance and plans to stakeholders. Incorporating these strategies into your annual report presentation will ensure your stakeholders are well-informed and aligned with your company’s vision.

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Annual Report Presentation Template

Prepare an engaging annual report presentation in half the time.

Trusted by 65M+ users and leading companies

About the Annual Report Presentation Template 

An Annual Report Presentation Template is a structured framework that you can use to quickly create your annual report presentation for shareholders.

So much information needs to be presented in an annual report. This is made easier thanks to this template and ready-to-customize graphics. All you need is your data, and you’ll be ready to customize the Annual Report Presentation Template to create your presentation in half the time.

What should be included in an annual report presentation? 

The specifics of what to include in an annual report presentation may vary depending on your industry and company size. Here’s a guideline to follow for most annual report presentations:

Background information : A thorough annual report presentation should explain the company’s vision. But it should also break down the strategic approach in place to achieve that vision.

Highlights and challenges : What were the biggest highlights of the year? What about the biggest wins? And what challenges did the company have to overcome? You can also include investor news, investor alerts, and other important information.

Financial section : The financial section is one of the most important parts of your annual report presentation. Make sure to include any data and financial statements about company performance, revenue breakdown, growth, charts and figures, and anything else shareholders need to know to get the full picture of the company’s financial year.

Future plans : What’s in store for the next few years? Wrap up every annual report presentation with financial projections, market and competitor analyses , and any other vital information about the future of the company.

Use your judgment to add any additional information you need to make your investor presentation feel complete.

Tips for delivering a successful annual report presentation 

An annual report presentation can significantly impact a company, so you should prepare it carefully before you present it to shareholders. Here’s how to deliver a well-structured annual report presentation.

Take advantage of graphics to showcase numbers: Annual report presentations contain a heavy amount of financial information. If you showcase this information either verbally or in large paragraphs of text, your audience may struggle to get what they need out of your presentation. Instead, use graphics and charts to present your most important numerical data in an easy-to-digest format. All members of your audience will understand your data at a glance instead of having to process complex sentences.

Use less text and more visuals : The saying ‘A picture is worth a thousand words’ is true, especially for annual report presentations. Too much text will weigh your slides down and take more time for your audience to digest your information. Your annual report presentation slides should be a visual aid to your spoken word, not a replacement. 

Showcase the benefits of investing in the company: The purpose of an annual report presentation is to keep shareholders informed and satisfied that their investment is safe with the company. Structure your presentation in a way that clearly explains why shareholders should hold their investment and also why they should continue to invest more into the company. 

Tell a story throughout the presentation : Data on its own can be a bit dry. Make your annual report more engaging by using your facts to tell a story. Stories have plots, characters, conflicts, themes, and settings. Position your shareholders as the protagonists and your competitors as the antagonists of your story. When you explain what’s in store for the future of the company, this should “resolve” the story and leave your audience with a sense of hope.

Tip: Make sure to practice your presentation before you present it to your audience.

How to use the Annual Report Presentation Template 

Miro’s digital workspace makes it easy for several people to collaborate on an annual report presentation at once. This is an important feature since you’ll likely need the input of more than one person to get the data you need.

To begin, select the template on this page and follow these steps to customize it for your annual report presentation:

Gather the data for your annual report: Before you start customizing the presentation, make sure to have all the data you need on hand. This will require quite a bit of work on your end. However, creating your presentation will be much easier if you have all your information in one place.

Create a rough outline: Don’t worry about making the details perfect yet. Start by creating frames on your board to outline your presentation. Frames will act as your slides when it’s time to present. You can easily drag and drop frames to change the order of the outline as you go.

Customize the Annual Report Presentation Template: Your template comes fully loaded with sample graphics and charts. Use your data to populate the template and change the colors, fonts, and other visual elements to fit with your company’s brand. 

Get internal feedback before the presentation : Invite stakeholders to your board to get feedback before you make your final edits. You can host a collaborative meeting to get live feedback.

Deliver the presentation using presentation mode : No need to export your frames — you can use Miro’s Presentation mode to present your annual report presentation without leaving your board. 

What is the most important section of an annual report presentation?

An annual report presentation should put shareholders’ minds at ease. Once your presentation is over, they should know their investment is safe with the company. That’s why the most important section of your presentation is information on whether the company made a profit or loss during the previous fiscal year — and how this impacts shareholders. If the company didn’t meet its goals, it’s important to also present a gap analysis. The company’s growth over the years is also important, as well as future plans for continuing that growth.

How do you start an annual report presentation?

To begin your annual report presentation, give an introduction to the company. Present the company’s founders and the note from the CEO, if you have one. This information will give context for what shareholders are about to see.

How do you end an annual report presentation?

Every annual report presentation should end with a roadmap for the future and any upcoming events. Leave your shareholders hopeful and excited for what lies ahead.

Get started with this template right now.

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6 Examples of Presenting Business Highlights in Your Annual Report

• July 20, 2021
• Industry-specific presentations , PowerPoint templates for download

Need to share information about your company performance and create a comprehensive overview of activities throughout the preceding year? Financial data and key business highlights can contain lots of content and be quite heavy text-wise. Make your annual report easy to understand by using graphs, icons, infographic elements, and data-driven charts.

Annual reports are intended to give shareholders and other interested people information about the company’s operations and financial performance. Prepare that report smoothly using our pre-designed structured slides.

All slide examples presented below can be downloaded as an editable source. Click here to see the Annual Report Company Performance Presentation for PowerPoint .

Get inspired by our visualization examples, which show how you can present selected six business and financial highlights compellingly.

Present the company at a glance and illustrate business highlights in the annual report

Start with outlining key company facts, like global presence, portfolio projects or clients, and satisfied customers. You can easily combine those facts with a shareholding structure pie chart and add a quote from the CEO if you’d like.

Alternatively, use another slide to show your company a glance. You can reuse this template, where we included such business highlights as employment, office subsidiaries, factories, clients, sales, profit products, and brand portfolios. Notice how each fact is illustrated with a symbol. We also added a neutral background picture, which makes this slide more attractive without stealing attention from the content.

Illustrate milestones in a roadmap

Choose the most essential events that influenced your company and show them using a timeline.

In the example above we illustrated six milestones: new IT infrastructure introduction, 3 new products with favorable customer feedback launch, market share achievement, production capacity increase, flagship store opening, and selling over. Each stage is shown with flags and there’s an icon of a mountain as a symbol of accomplishment at the last stage. You can optionally add an illustrative photo on the right or left side of the slide.

Include the top customers’ analysis in the business highlights of the annual report

To recap your best customer profiles you can use a slide like above, containing a short description, revenue achieved, and share in total annual sales.

Focus your audience’s attention on figures. Consider increasing the font size and using a different color from other text.

Create revenue and profit snapshot

The company revenue and profit snapshot slide doesn’t have to be boring and contains lots of text information. We propose a creative way: use gauge data charts dashboard to describe net sales and profitability evolution in 5 years. We included the following indexes: Net Sales, Operating Expenses, EBIDTA, and PBT. You can reuse it to adapt to your needs.

If you look closer, this slide example includes much content, but it is designed in such a way that it’s easy to understand. You can also add your comments and observations aside.

Show next year’s outlook

Illustrate your next year’s business growth outlook using a revenue forecast and 4 focus areas with targets slide. In our example, we focused on the following highlights: E-commerce growth, New Markets, L-4-L growth, and New Product Lines. Each point is illustrated with a suitable symbol. If you’d like to include more elements into the forecast, you better break it down into several slides, not to stuff one too much with the figures.

Create the balance sheet and cash flow statement readable

Such busy long tables usually don’t look good. Make a difference this time – try using such table templates with headers and icons. You can also include comments if needed. Current, Fixed, Intangible, Total Assets, Current, Long-Term Liabilities, and Shareholders’ Equity are the most common elements of the balance sheet, while cash flow from Operations, Investing, and Financing are a part of the cash flow statement.

Guide on how to visualize goals achievement summary slide

Check a quick instruction on how you can present a goals achievement summary as part of your business highlights using simple shapes, icons, and success/failure indications.

1. Replace table content with text in shapes.

A form of table is not the best visual format in this case. Using a PowerPoint shape looks better and is easier to edit, too.

2. Enrich the list with status marks

It’s good to use a consistent set of icons expressing the goal’s achievement.

3. Create an area for comments.

4. Make your infographic look attractive.

Add a background picture and color-coding supporting the meaning of Done and Not Done goals.

See the whole step-by-step guide and other examples here: How to Create an Effective Annual Report and Company Performance Presentation .

Resource: Annual Report Company Performance Presentation

The examples above are only a part of our annual report slide collection. Check our pre-designed annual report deck that incorporates key business highlights example layouts and financial data and present the data in a clear, informative, and visually appealing manner.

The majority of our slides have a space for your text/comments, so it is very easy to extend the presented ideas. We also included detailed instructions on how to alter the content, values, colors, and look and feel of our slides. See the full deck here:

More Design Inspiration

Check out our YouTube channel, where we share practical tips and before-after slide transformations like this:

If you need to focus only on the company’s stock performance and cover financial and sales information during your report, check our blog about visualizing stock financial annual report components.

Use modern graphics to create more consistent slides and communicate your ideas. Want to do even more customizing? Infographics from the collection of professionally designed editable diagram templates might help level up your PowerPoint presentations.

📩 Subscribe to the newsletter  and follow our  YouTube channel  to get more design tips and slide inspiration.

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Free Annual Report Templates

Praburam Srinivasan

Growth Marketing Manager

April 30, 2024

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Highlighting successes and failures at the end of the year lays the groundwork for a better and more fruitful new year. It’s a time to review performance, assess financial reports, and take those insights to make improvements.

One way companies do this is by creating an annual report. For public companies, this document is required for shareholders to understand the health of the business. For smaller businesses and teams, creating an annual report can also help to build better decision-making.

An annual report template lets you create your financial report in half the time. Here, we’ll share some of the best templates to build an informative annual report. You’ll find templates for progress reports, work breakdowns, and annual reports for businesses in different sectors. 🙌

Why are Annual Reports Important?

1. clickup annual report template, 2. clickup business annual report template, 3. clickup annual report work breakdown structure template, 4. clickup financial analysis report template, 5. clickup progress report template, 6. clickup nonprofit annual report template, 7. clickup llc annual report template, 8. canva modern cover annual report, 9. venngage year end annual report template, 10. annual report template by envato.

Annual reports are documents that lay out the company’s financial health and describe operations. It’s required for public companies, but can also be used by smaller businesses and private firms for internal reporting. 

Prior to the 1929 Wall Street crash , the annual report was not mandated. Following the financial implosion, regulators required annual reports from all public companies so shareholders and stakeholders could understand the financial health and operations. 📈

The corporate annual report typically starts with a letter to the stakeholders briefly outlining the main takeaways. The annual reporting process centers around collecting data and building diagrams to form a narrative that explains how the previous year went and what is expected for the future. The final parts of the report include in-depth metrics to highlight financial and operational procedures.

Most annual reports contain the following:

• A letter to shareholders
• Management discussion and analysis (MD&A)
• Financial statements 
• Audit reports
• Summary of financing and operating wins

Businesses can choose to hire outside agencies to create the annual report or handle it internally. With a template for annual reports, you can take information from impact reports and sales reports to create your own financial and operational review.

What makes a good annual report template 

Annual reports must have specific financial information to help shareholders understand the health of the company. These reports are designed to provide information on the ability to meet existing debts, profits or losses over the previous year, and operational plans. 💰

A comprehensive annual report should have:

• Detailed financial information : The whole point of this document is to meet regulatory requirements by providing in-depth financial information on revenues, profits, and losses
• A letter to stakeholders: Annual reports generally start with your organization’s mission statement and key takeaways from the previous year, so choose a template that includes a cover page for this information
• Support for data visualizations: Look for a template that features built-in graphs, pie charts, and Kanban boards to display key financial information and future plans
• Customizable fonts and graphic designs : Present your annual report in line with branding standards by selecting a template that offers customization for typography, design elements, and color schemes

10 Free Annual Report Templates

Ready to start making annual reports? You’ll need to start by gathering insights on key financial metrics and operational performance. Dive into team performance reviews , assess success on project management goals , and delve into the nitty gritty numbers when it comes to revenue, debts, and profits.

Then, use one of these pre-built templates for annual reports to quickly put all of the information together in one informative document. From all-in-one templates to progress reports and financial analysis reports, you’ll find what you need to inform your shareholders. 💪

ClickUp’s Annual Report Template takes a daunting task and turns it into a manageable step-by-step process. From gathering the correct data to presenting it in a professional annual report, this free annual report template will be your best friend when working on your most important end-of-the-year tasks.

Start by collecting important data from the previous year’s financial statements, project milestones, and marketing reports. Next, pop into the annual report template and fill out basic information like the company name, logo, and main people involved. 

Use the Annual Highlights section to call out big wins like sales growth, market share expansion, and global ranking. Next, cover at least two notable projects, focusing on objectives and the impact on the company at large.

Finally, go over the year’s best practices that had the best results and a financial analysis for the entire year. Share the presentation with board members, teammates, and shareholders. Use key takeaways from the report to improve communication plans , lay the groundwork for increased profits, and streamline operations to meet team and HR goals .

The Business Annual Report Template from ClickUp is an easy tool to gather, document, and present financial data at the end of the year. This modern annual report template provides support for advanced graphics, charts, and data tools to share information the way you want to.

Start by creating a report overview by breaking down information into summaries of business objectives, vision, and mission. Next, cover the company strategy, including reports on growth and shares. Add charts and graphs to drive home key successes and takeaways. 📊

The next section of the annual report template is all about finances. Write a financial statement laying out where the company stands and use hard numbers to back up the claims. Add a brief conclusion summarizing the main takeaways and finish with forecasts for the next few years.

The ClickUp Annual Report Work Breakdown Structure Template makes creating annual reports easier than ever by divvying up the work. Use the template to break down your entire annual report into tasks and subtasks. Automatically assign them to the correct team member to gather analytics and build sections of the annual report.

Use the different views packed into this modern annual report template to visualize progress and see who is working on what. Use priority flags to identify work that needs to be addressed immediately. Add relationships for dependencies so the team knows which tasks are blocking others.

The built-in Gantt chart lets you quickly see the timeline for creating the annual report. Use it for a broad overview of all the tasks in progress. Open the individual task cards to get more detailed information on financial stats and reporting progress.

Use the Financial Analysis Report Template from ClickUp to craft an up-to-date and detailed report on financial health that you can use as part of a bigger annual report. Pre-built spreadsheets make it easy to fill out financial data and track changes as needed.

Start by filling out the basic company information, including your logo, business address, and contact details. Next, add graphs and charts laying out details on financial essentials. These can include things like cash flow analysis, liquidity ratios, and debt ratios. 💸

The following sections include summaries for valuation and risk analysis. Add data and narratives to keep the reader’s attention and help them understand the company’s standing. Finish off by summarizing key takeaways, tips for improvement, and a quick recap.

Use the report to give a quick presentation to internal stakeholders or share it more widely in a PowerPoint or webinar with shareholders. Custom permissions settings let you control who sees the report and whether they can edit it or not.

The ClickUp Progress Report Template is a great add-on to an annual report. It allows you to keep track of project objectives, stay on schedule, and share summaries of progress with shareholders. Use the Progress Report Template to assess individual team member success or monitor achievements for the entire department. 

Customize the sheet to evaluate a single team member or the department. Fill out the basic information, including job titles, project scope, and contact information. Next, create a performance evaluation by breaking down main goals into key metrics. 

Develop a skills assessment section in the template by coming up with key skills the team or employee should meet. Break the ranking down into three to five ratings. Finally, end the report by featuring a recommendations section where you take the evaluated metrics and assess them alongside company and project objectives.

Use the Progress Report Template to highlight wins and areas for improvement in your annual report. The Progress Report can also be used to identify cases where teams have improved operations and elevated the company’s health and success.

The Nonprofit Annual Report Template from ClickUp allows organizations to share insights into operations and financial standings. Use nonprofit annual reports to share key takeaways with the public at large or offer reporting to advocates and donors. 🤩

The Nonprofit Annual Report Template starts with a message from the executive director. Use this section to thank investors and volunteers for their contributions and make a statement on the past year’s successes.

Next, lay out the vision and mission for your non-profit organization. Be sure to explain where the company stands today and where you see it going over the next year or two. The Annual Report layout then goes on to cover key accomplishments and program activities. 

Follow up by highlighting stories of change where people made the biggest impact in the organization this past year. Dive into financial statements and share special thank-yous to donors and volunteers who went above and beyond.

End your nonprofit annual report templates by focusing on future goals for the organization. Here, you can focus on financial goals in terms of fundraising as well as upcoming projects that you want to take on.

ClickUp’s LLC Annual Report Template lets you share operational details and financial results from the past year. Use it to manage business filings, save time creating annual reports, and keep track of progress over the years.

This corporate annual report template features four pre-built sections, but you can add more as you see fit. The first section is all about project growth, including detailed financial statistics. Sections for the growing team and corporate social responsibility highlight a people-first approach to the company. 

Finally, a section on plans for the year ahead lets you add in financial forecasts and potential projects. This is a great place to get buy-in for the year ahead from key stakeholders.

Canva is known more for design than it is for annual reports. However, this tool can take a generally boring set of information and turn it into a creative annual report, ready for presentations and sharing among the company. Featuring dozens of annual report design templates, the Modern Cover Annual Report is among our favorites. 

This creative annual report template features a blue and yellow design, but you can customize it to feature your branding colors or go for a simple black-and-white layout. Personalize the fonts to use your branding style in the annual report cover. 👩🏽‍🎨

Add photos, graphics, and icons to make the design really stand out. Download the design in two clicks and instantly share it across forums from social media to your internal annual report document. 

Venngage is a professional infographic design tool that features an eye-catching Year End Annual Report Template. The vintage design features retro color palettes that you can customize to suit your company’s branding.

The six-page template starts with a cover page, introduction, and table of contents. The next few pages cover year-end highlights, industry trends, and performance. Throughout the free template, you’ll find bright colors, gradients, and charts to highlight the most important information from expense reports and other financial documentation.

This attractive annual report template is best used for businesses that want to provide short insights into the business dealings of the past year. Add more pages and deeper insights if you prefer a more in-depth report.

The Annual Report Template from Envato is an in-depth, 24-page approach to informing shareholders about the state of your business. Featuring a professional design, the final product can be shared as a PDF or email attachment. 📧

This annual report example lets you present your business in a formal and eye-catching way. Use it to share quarterly business reviews , key wins, and financial statements with relevant parties. 

Change all the colors throughout the document in one place to match your branding. Use the built-in free fonts to change the text to meet your brand guidelines. The design works best in Adobe InDesign and features layered and vector functionality for elevated designs.

Update Shareholders with Annual Report Templates

With a simple annual report template, you’ll update shareholders on the company’s health and financial situation faster than ever before. From gorgeous, customizable designs to simple, informative layouts, there’s a way to share your information the way you want to.

Sign up for ClickUp today and start creating a comprehensive annual report that’s sure to be informative and engaging. Browse more than 1,000 templates to gather data for financial reporting and leverage the 15+ views and customization tools to monitor success throughout the year. When you’re ready to craft an annual report, there are several template options from ClickUp to get the job done. 🌻

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Free Annual Report Presentation Templates

Annual report presentation stressing you out try our free stunning annual report powerpoint templates and google slides themes. drop the dry charts and wow your audience with sleek layouts, colorful infographics, and easy-to-edit slides. tell your company's story in minutes with templates covering every business, from tech startups to non-profits..

• Boost engagement: Visuals, infographics, and captivating narratives keep your audience glued to their seats.
• Simplify complex data: Transform numbers and charts into easily understood stories, making your annual review accessible to everyone.
• Showcase your brand: Express your company's personality, values, and vision through design and tone.
• Build trust and confidence: A professional presentation demonstrates transparency, credibility, and a commitment to excellence.
• Sleek and Minimalist: Clean lines, modern fonts, and high-definition visuals let your data shine.
• Infographic-Rich: Captivating infographics breaks down complex information into easily digestible chunks.
• Book Model: Narrate your journey like a captivating story, chapter by chapter.
• Chart Model: Let data do the talking with impactful charts and graphs.
• Single Slides: Spotlight specific achievements or key takeaways with standalone slides.
• Sample Slide Decks: Get inspired and jumpstart your presentation with pre-designed decks.
• Royalty-Free: Use, edit, and customize them as you please, without any licensing fees.
• 100% Editable: Every element, from text to visuals, can be tailored to your specific needs.
• Multiple Formats: Choose between 4:3 or 16:9 aspect ratios, and portrait or landscape orientations, to fit your presentation platform.
• Free Slides Available: Start your journey with a selection of free templates.

We're here to help you!

Where can i find free annual report powerpoint templates.

Slide Egg offers a vast library of free and premium annual report templates for both PowerPoint and Google Slides. Browse our collection or use the search bar to find the perfect design for your needs.

What makes your annual report templates different?

Our templates are 100% editable, available in multiple formats and orientations, and come with royalty-free images. We offer a variety of styles to suit any brand or presentation style, from modern minimalist to data-driven dynamic.

Can I use your templates for my company's annual report?

Absolutely! Our templates are designed for businesses of all sizes to create professional and engaging annual reports. Simply download, customize, and present!

Do you offer any free templates?

We do! We have a selection of free annual report templates available for download.

How can I customize your templates?

Our templates are fully customizable. You can change the colors, fonts, layouts, and images to match your brand and presentation style. We also offer a variety of editable charts and graphs to help you visualize your data.

What file formats are your templates available in?

Our templates are available in both PowerPoint and Google Slides formats.

Can I use the images in your templates for my own purposes?

Yes! All of the images in our templates are royalty-free, so you can use them in your presentation without any copyright restrictions.

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Here we present One Page Department Annual Report Summary Presentation Report PPT PDF Document one pager PowerPoint template. Communicating activities of different departments of your company with your employees, trustees and stakeholders on a one to one basis can be an extremely difficult task. However, an annual report is the best possible tool that you can utilize to address all your readers in one go. The PowerPoint template displayed here will assist companies, organizations, firms etc. to include different departments details in a comprehensive annual assessment report. This one pager department annual report template covers HR, IT, financial, sales and marketing department annual report summary. Thus, it will sum up your entire information and will also maintain the visual appeal of your annual report. Provide your companys introduction with the list of departments and further utilize content ready sections of the internal departments annual report to showcase all the annual activities of your different departments. Utilize finely designed pie chart, tables and bar graphs to highlight statistics related to your internal departments. This PPT template bestows upon the right to alter text, colors, graphics etc. as per your department specific requirements. Not only this, being a multi purpose design, this One Pager layout will be useful for different organizations to create the best annual assessment report. Download our 100 percent customizable department annual report sample which is also compatible with Google Slides. Grab this One Page Department Annual Report Summary Presentation Report PPT PDF Document one pager template now.

Ready to use complete set of 60 PowerPoint templates for business professionals. Original and vibrant colored high resolution template themes. Simple manual editing procedure to save time. Adequate space provided with all templates design to put title, sub titles and text. Simply a click required to download the. Easily convertible to PDF or JPG formats. Runs smoothly with any sort of modern software’s. Well compatible with Google slides.

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Human Resource HR Annual report is a snapshot of human resources activities of the company in a specific year. It covers the details related to workforce training and development activities employee programs employee turnover performance management systems, etc. This presentation will be helpful for any company that wants to present their human resources details to its stakeholders. The report covers sections such as summary of the HR department, hierarchy structure, and major HR services. In addition to this, it covers details related to company workforce training programs employee recognition programs and HR administration services stats. All the content covered in this presentation can be modified as per your requirements. You can add a logo and can also modify the pie chart, tables, graphs as per your data. In the end we provide one pager summary of the report.

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Presenting Annual Report Production Timeline Powerpoint Presentation Slides. Set of 60 PowerPoint Slides and professional layouts. When you download the PPT, you get the deck in both widescreen (16:9) and standard (4:3) aspect ratio. This ready-to-use PPT comprises visually stunning PowerPoint templates, vector icons, images, data-driven charts and graphs and business diagrams. The PowerPoint presentation is 100% editable. Customize the presentation background, font, and colors as per your company’s branding. The slide templates are compatible with Google slides, PDF and JPG formats.

This PowerPoint presentation report provides a comprehensive summary of a human resource company highlighting mission, vision, and objectives. This customizable presentation covers the key performance snapshot in terms of revenues earned and candidates recruited in the previous year, value creation model, and workforce recruitment progress. This report also covers the future competitive strategies to increase the dynamic of HR development and the ongoing success of organization in recruiting the candidates among all sectors of business. Download this 100 percent editable and customizable PowerPoint template which is also compatible with google slides.

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This business annual report powerpoint presentation gives a holistic view of the companys current financial and management performance. This presentation is intended for shareholders, investors, directors, and other key beneficiaries who seek information about the companys comprehensive activities and projected financial results. The report covers the CEO message, revenue dynamics, market trends industry analysis, key approach for business sustainability, and corporate governance details. The report also covers consolidated financial statements for investment decisions. Download this 100 percent editable and customizable PowerPoint template which is also compatible with google slides.

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This report focuses on measuring and analyzing the performance of marketing programs implemented in the company. A company overview business approach, consolidated financial statement are covered in this PowerPoint presentation. Market position and key elements are discussed here which covers the competitive strength and growth strategy. The report shares the customer list allocated by industry the major accomplishments of the company etc. The ROI of the firm is measured in this slide along with various marketing campaign performance. We have also covered the consolidated financial statements such as balance sheet operations stockholders equity and cash flows. Download this 100 percent editable and customizable PowerPoint template which is also compatible with google slides.

This annual report highlights the outcomes of internal audit and control activities in the whole year. To make a significant improvement in efficiencies and to provide assurance to stakeholders by showing accomplishment of the audit team. This report will assist to understand the statistics for the risk involved in various business activities through a financial summary of year. Further, this report contains about identified risks in organizations like budget climate, retaining quality staff, and cybersecurity to rectify major practices was adopted like periodically updating policies. Download our 100 percent editable and customizable template which is also compatible with google slides.

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Presenting this set of slides with name HR Template Of Monthly And Annual Report With Workforce Metrics. The topics discussed in these slides are Employee, Seniority Level, Avg Cost, Turnover Rate, Department. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience

Here we present Summary Page Of Annual Report Analysis Presentation Report Infographic PPT PDF Document one pager PowerPoint template. Present the companys activities in the preceding years with the assistance of this financial statement analysis one pager PowerPoint slide. This readily available company overview PPT template can be the best tool to convey the message of management to your audience. Give a brief description about your company and give insights about your organization to your stakeholders and other interested people. Throw some light over the financial performance of your organization by showcasing the income statement and the balance sheet. You just need to modify the figures and you are ready to impress your stakeholders to invest in your company. The year-end financial template contains pie chart, bar graph and line chart that can be modified as per the specific requirement of the organization. Help your investors make the financial decision by displaying the information in a clear and digestible format. Grab this Summary Page Of Annual Report Analysis Presentation Report Infographic PPT PDF Document one pager template now.

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Product description of annual report and financial statement This report includes a description of the company activities to the shareholders and other interested people. This PowerPoint presentation covers the chairmans message, the company s mission vision and values, information about chief executive officers, company financial data, and business integrated model are shared in this report. The customer base and geographic footprint along with strategic initiatives considered by our organization are covered. Various financial statements have been covered such as income statement, balance sheet, cash flow statement, and shareholders equity. We have also covered a one pager annual report and financial statement to give an overall view of this report. Download this 100 percent editable and customizable PowerPoint template which is also compatible with google slides.

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Companies related to any industry can use our presentation to showcase their annual report regarding the companys operational and financial performance during the year. This presentation is useful for the company leads to showcase their business achievements to their stakeholders. Key Sections covered in our report are Long Term Goals and Objectives, Global Business Opportunity, and Keys to Business Growth, Overall Business Financial Highlights, and Future Insights, Strategies to Achieve Long Term Targets, business highlights with the advantaged operational model, and many more. All the content covered in this presentation can be modified as per your requirements.

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This annual report covers the overview of the payroll department. This presentation would helps the organization to make accurate and timely delivery of payments to their respective beneficiaries as per organization criteria. This report will assist to track the year end payments as per performance metrics. This PPT also provides the detailed statistics of employees of the business institutions or subsidiaries whom payments were made or voided within a cyclic period for each department and the reasons mentioned for which payments were voided. This report covers detailed performance metrics for the timely delivery of payroll with the current financial statement of the organizations at year end and various initiatives taken to improve payroll service. Download our 100 percent editable and customizable template which is also compatible with google slides.

An annual report is basically a yearly publication of a company s activities throughout a fiscal year. Our report will benefit the property management firms in communicating the summary of their property investment activities and financial conditions among stockholders. Company can illustrate information about its business segments through our core business segments section. Company can address the information about its key enablers, details about property acquisition, and property investment updates through key enablers of strategy, property acquisition completed in 2019, direct and indirect property investment update sections. Company can display the details about sustainability targets and investors through our sustainability targets and outcomes and key investor partner s sections. Our annual reports are fully customizable and compatible with google slides, so user can easily modify or add text as per their requirements.

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Presenting this set of slides with name HR Annual Report Of Employee Gender Analysis. The topics discussed in these slides are Promotions, Headcount, Leavers. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

This annual report for investment clubs PowerPoint presentation is a comprehensive report on a companys activities throughout the preceding year. This one pager annual report ppt is intended to give shareholders and other interested people information about the companys activities and financial performance. It also covers specific overview of the industry or sectors the business is involved in. Audited annual statements financial condition, cash balance and audit notes containing information on different line items such as the market price of the companys stock and dividends paid. This presentation includes an introduction to the investment club company its highlights describing performance measures used by the company. It also covers investment clubs annual CEOs report including aim, results markets and volatility income investment performance and asset allocation of the company. This one pager annual report presentation has business model including what company do and identification of companies that meet their investment goals and risk appetite and strategies to create value. Here it also includes performance track record consistent long term outperformance the impact of COVID 19 on business and investments and revenue generated by geographical diversification, strategy and allocation investment portfolio construction quoted equity capital and income portfolio. This ppt covers aspects of annual report such as private capital majority and minority growth capital in established businesses significant pool investments and company s financial accounts such as group statement of comprehensive income statement of financial position statement of changes in equity and statement of cash flows along with effective risk management strategies and mitigation plans. At last it includes board of directors details and information for investors. Download our 100 percent editable and customizable template which is also compatible with google slides.

Presenting agenda powerpoint templates. This is a agenda powerpoint templates. This is a one stage process. The stages in this process are business focus, competitive landscape, brand development, budgeting, brand communication, strategic positioning.

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Annual Report Executive Summary Product Description The annual report summarizes the business details to the shareholders, customers, and other investors and provides them a brief description of the company. The company executive summary focuses on annual turnover, key customers, number of offices and employees, etc. Business operations mapping, organization mission, vision and values, companys revenues and activity volume, details of the work centers in the USA along with projects involved in various industries are covered in this report. The companys commitments, awards and achievements, and corporate governance are discussed in this presentation. Different metrics have been focused in here such as sales, marketing, operations, etc. along with consolidated financial statements. Download this 100 perecnt editable and customizable PowerPoint template which is also compatible with google slides.

Here we present One Pager Summary For Example Internal Control Reporting On Annual Report Report Infographic PPT PDF Document one pager PowerPoint template. When an internal audit is conducted in any firm, the outcome and analysis of the same needs to be presented in the form of a summary report to portray which, we have made available our One Pager summary for example internal control reporting on annual report template. Our pre designed one internal reporting one pager template will help you to understand various performance parameters that are crucial to your existence and ultimately derive strategies to better tackle challenges and threats. You will be able to plan better as also appropriately apply the plans. This internal control reporting one pager slide covers audit summary for a financial year and touches upon the introduction, statistical highlights, audit assurance rating and risk faced by auditors during review. You can exercise free will and edit this template. Grab this One Pager Summary For Example Internal Control Reporting On Annual Report Presentation Report Infographic PPT PDF Document one pager template now.

Cybersecurity Industry Annual Report is basically a yearly publication of a companys set of techniques used to protect the integrity of the security architecture of an organization, and to protect its data from attack, damage, or unauthorized access. This report can be used by corporate, financial, medical, and various cybersecurity organizations to communicate their operations and financial conditions among stakeholders. Various sections covered in this report are the latest trends in the Cybersecurity Industry, business and financial highlights of the company, senior management details, and business strategies. A list of key competitors has also been mentioned along with major company risks and mitigation strategies for the same. All the content is 100 percent editable and can be modified or changed as per the requirements. You can also add logo, charts, tables, timeline, graphs, etc. as per your need.

This annual report for Accounting PowerPoint presentation is a comprehensive report on the activities of a company during the previous year. This presentation is intended to provide information about the operations and financial performance of the company to all the stakeholders. This presentation includes various operational company overview, mission and vision statement, company history, senior management, geographic presence and financial information income statement, balance sheet, cash flow statement, segment results, etc. All the content covered in this presentation can be modified as per your requirements. You can add or modify a logos, pie chart, tables, graphs as per your data. In the end, the presentation includes the one-pager summary of the report.

This retail annual report PowerPoint presentation is the reflection of the company s yearly progress result. This one pager ppt covers total revenue percent and the amount generated in operating cash flow. The main feature of this presentation is the milestones section that makes the contributions or involvement of shareholders and stakeholders in the business. This PPT presentation covers five main elements of financial statements such as a revenue statement, a statement of adjustments in investments, a balance sheet, a statement of cash flows, and references on financial statements. It also covers company highlights including aim, results, markets and volatility, income, investment performance, and asset allocation of the company. Further, it covers the market for registrants common equity, related stockholder matters, and issuer purchases of equity securities and Reconciles EBITDA, Adjusted EBITDA, Adjusted net income, and Free cash flow. Download our 100 percent editable and customizable template which is also compatible with google slides.

This PowerPoint multi pager report describes the various initiatives undertaken by the organization as part of the corporate social responsibility strategy. The PPT template can be used by management officials to share CSR activities information with interested parties such as investors, stakeholders, NGOs, and for public awareness. The report includes a summary of CSR activities performed across numerous segments such as health, education, employability, and environment preservation. Also, the template contains information about the companys CSR aspirations for the upcoming year. Further, it includes details of funds allocation and multiple awards won by the organization in the financial year. Download this 100 percent editable and customizable template which is also compatible with google slides.

A non profit organization annual report shows the accomplishments of the organization in the past year along with the mission, vision, and financial contributions. This report can be used by volunteers or various non profit organizations to communicate their operations, projects initiated, and contributions. Some of the important sections covered in this report are company overview, long-term agenda, and change strategies. This report covers the senior management and geographical presence of non profit organizations. The company s informational stats are also covered with respect to business highlights, major goal areas, and top resource partners for each goal area. Detailed information on the company s corporate partnerships and revenue by source and funding type is also mentioned. The report is fully editable and can be modified as per the data. Charts, graphs, logos, tables, etc. can also be added as per requirements.

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Annual Report Template for PowerPoint

Annual Report Template for PowerPoint – By definition an annual report is a comprehensive report on an organization’s activities along the previous year. The intention of the Annual reports is to provide shareholders and stakeholders a set of information about the organization’s activities and finance performance.

Many organizations are required to deliver and disclose annual reports as part of the regulatory framework. One example are all the public companies (companies under the stock exchange). Some organizations are even required to deliver reports more frequently (for example, every quarter).

In commercial organizations, Annual reports are tied together with the Business Review Report  so interested audiences can review activities in more detail and grouped by affinity (as operations, sales,marketing, etc.)

The annual report powerpoint templates provides a comprehensive set of slides designed to walk through the annual report during a presentation or board meeting. The main sections covered include:

• Splash Page – Decorated with a dark background and professional PowerPoint Icons.
• Quote Slide – The annual report should be summarized in a quote, generally the organization’s vision.
• Index Slide – Include the high level sections of the annual report being described.
• Our Chairman’s Speech (two versions) – CEO and Chairman of the board generally introduce the annual report with the success cases and challenges over the year in order to give an executive summary.
• Board of Directors – Shareholders always want to know who is running the company, introducing the board or the people leading the meeting is very important.
• Organizational Chart (two org chart versions) – An overview of the top management levels.
• About the Company – Generally describes the company object.
• Vision and Mission – Traditional Strategy statements that drive the organization’s plans and actions.
• Company Statement – Introductory paragraph to the company’s activities ran during the year.
• Our Statistics – Two Tiles showing macro numbers. The presenter can adapt the charts to their own values and KPI’s just using the charting features of PowerPoint.
• Our Management Team – Present the team responsible for the execution.
• Our Services – Brief Description of the organization’s main services. Can be replaced with “Our Products” if needed.
• Key Figures – A couple of slide to drill down in the metrics used to measure goal achievements and progress.
• Global Business – In case the organization is globally distributed, some key information can be presented depending on regions or markets.
• Total Expenses – Top three expenses groups affecting the bottom line.
• Total Assets – Description of the tangible and intangible assets of the organization.
• Total Liabilities – Description of current liabilities of the organization.
• Audit Report and Financial Report – Tables describing the financial performance of the organization.

All the slides are 100% editable; the user can adapt the presentation theme to its own colors and backgrounds, and the template will automatically react, updating all slides. All shapes and icons are created as PowerPoint shapes, providing high visual quality in any screen, aspect ratio and resolution.

Impress your shareholders with this professional annual report template for powerpoint; create presentations that appeal to global audiences.

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Modern Annual Report

It seems that you like this template, modern annual report presentation, free google slides theme, powerpoint template, and canva presentation template.

All kinds of businesses depend on annual reports to quickly review what has been achieved during the year. Download this template and start editing the layouts so that you add the necessary data. Its minimalist design means you can go straight to the point. Graphs, infographics and mockups are also included!

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20 Annual Review Templates & Examples for Year-End Reviews

Written by: Zain Zia

Annual reviews are an excellent way for companies to gauge employees' existing contributions and relay future expectations for the benefit of the company.

If you’re looking to strengthen your brand's performance appraisal process, we suggest you use ready-made annual review examples and templates to get a head start. In this article, we’ll show you 20 of the best annual review templates you can find on the internet to effectively evaluate the performance of your employees.

Before we dive in, here’s a short selection of 8 easy-to-edit annual review templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is an annual review, how to write an annual review, 20 annual review templates you can customize, 3 tips for effective annual reviews.

• An annual review is the process of assessing employee performance over the past year.
• The annual performance assessment involves tracking employee KPIs and identifying employees' strengths and weaknesses.
• Year-end reviews also entail measuring employee quality of work and providing feedback on potential areas of improvement.
• Yearly reviews help businesses identify high-performing employees, boost employee engagement, relay expectations and foster a progressive environment of growth and progress.
• A business year-in-review template has these elements: header, employee’s basic information, review period, tasks to be evaluated, performance score rating, future goals and expectations, comments and feedback and signatures.
• When reviewing employee performance, make it a two-way communication, offer actionable feedback and do continuous follow-up.
• Visme offers a comprehensive library of annual performance review templates that can be customized in minutes using its intuitive editor.

An annual review, or year-end review, is the process of evaluating employee performance over the past year. Annual reviews are typically done by managers but can also be self-conducted.

Generally, an annual performance assessment includes:

• Tracking employee KPIs
• Identifying employee's strengths and weaknesses
• Measuring employee quality of work
• Providing feedback on potential areas of improvement

Needless to say, an annual review is a critical part of any successful business.

It helps businesses identify high-performing employees, boost employee engagement , relay expectations and foster a progressive environment of growth and progress.

On the other hand, employees can also use this time to communicate their future expectations to the company, whether it's their next year's KPIs, personal goals, monetary compensation, bonus structure breakdown, or expected promotions.

At the end of an annual review, managers evaluate whether the company's future goals align with employees' objectives and decide if they should be recommended for a raise or promotion in the coming year.

When it comes to preparing for a year-end review, there isn’t any one-size-fits-all approach.

This is majorly due to the type of industry you’re in and the fact that every employee has unique goals for which they’re being evaluated. But that doesn't mean that you can’t create a generic layout for all performance reviews .

In this section, we look at some of the most common sections you can add to your annual review templates:

• Header. The header is the first thing that the reviewer and reviewee will notice on the annual review document, so it's a good idea to add your company’s name, logo and branding to give it an overall professional outlook. In Visme, you can upload your logo with a few clicks and add it to any project.
• Employee’s basic information. For identification and analysis purposes, it is also important that you add a section where the employee’s basic information can be written, including their name, ID and position in the company.
• Review period. To streamline the entire annual review process, it is critical that you add a section that states the period for which the review is being conducted.
• Tasks to be evaluated. This is the main section of the annual review template, so mention all the yearly goals for which the employee is being evaluated.
• Performance score rating. For each task mentioned earlier, make sure you leave adequate space where the reviewer can rate the employee's quality of work. You can do this through a 5-star review system, Likert scale or even by adding an empty box where reviewers can describe their evaluation. Some of Visme's templates come with a pre-designed rating scale you can use for your own company.

• Future goals and expectations. Once the evaluation phase is complete, you can now add a section where employees’ future expectations can be written down.
• Comments and feedback. An annual review process is incomplete without a feedback section. Add it to your template so the reviewer can comment on employees’ performance and recommend them for a raise or promotion.
• Signatures. Lastly, include a section where both parties can add their signatures and acknowledge the entire performance appraisal process.

If you're out of time and need to create your report quickly, Visme's AI document generator can help you create one. Simply input your prompt, choose your preferred style, and let the wizard produce stunning reports in seconds. You can customize every aspect of your document using our intuitive editor.

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Creating an annual review template from scratch can be a bit overwhelming. Our library of ready-to-use performance review templates that you can easily customize and use can help.

Here are some of the best annual review templates you can pick from:

1. Lawyer Performance Review Template

This lawyer performance review template has all the important sections you'd need, including an eye-catching header, a dedicated section for task evaluation and signatures.

This annual review template is ideal for businesses offering legal services, but it can also be customized for any other industry or business type. Amp up your annual business review template using Visme’s icons , stock photos and videos.

2. Temp Performance Review Template

Got a temporary employee working in your firm? Rate their performance with the help of this stunning performance review template.

It even has a rating system added to it that shows what each number means. For example, a rating of 5 means the performance is excellent, 4 means good, 3 is fair and so on.

3. Sales Annual Review Template

Review the performance of your sales staff using this professional annual review template.

It includes data visualization to represent the individual and overall performance score of the employee and has plenty of space for feedback and comments for each task.

4. Customer Service Annual Review Template

Figure out the strengths and weaknesses of your customer service employees with the help of this fully-customizable annual review template.

The template uses a 3-star rating system to evaluate employee performance and even includes a legend for what each colored star represents.

Share the performance review with your team using an online link or download it in PDF, PPTX, MP4 and HTML5 format. Track how many people have viewed or taken action on your review using our Visme analytics tool .

5. Agency Performance Review Template

Review the performance of your partner agencies using this professional annual review template. It uses data widgets to represent agency scores for their tasks and also has a dedicated comments section at the end for potential future goals. You can also use it to track year over year growth your agency may have encountered as well.

Easily navigate the Visme editor using the shortcut feature. Simply tap the forward slash (/) key and a search bar will appear, enabling you to find anything you want.

6. KPI Performance Review Template

Stay on top of your sales team's performance by using this KPI review template. It features a colorful design with high-quality vector icons that sets this template apart from others. If you're working on the review with members of your team, tap into Visme's workflow feature to manage roles, tasks, progress, deadlines, and corrections all in one place

7. Food Service Annual Review Template

Running an online food delivery business?

Identify high achievers with this performance review template. The template has ample space to record employee information and even has a rating scale for ease of evaluation.

The upside of using this template is that you can work on it alongside your team members without limits. Team members in your workspace can tag each other, leave feedback, draw annotations and more.

8. Student Internship Year-End Review Template

Evaluate the performance of student interns in your firm with this colorful annual review template.

The best part about this year-end review template is it features plenty of space for comments and feedback. Supervisors can use this to recommend work-related improvements.

Not sure how to start writing your review? Visme's AI writer can fuel your creativity, helping you generate drafts in just a few seconds.

9. Nurse Performance Review Template

This multi-paged annual review template is an excellent pick for medical professionals looking to evaluate the performance of their staff.

It comes with a legend for a 5-star rating scale and a list of goals on which medical staff is evaluated. Incorporate your branding elements into the template and make it your own. With our AI-powered Brand Wizard , you can easily make your business year in review template fit your branding.

10. Tech Shop Performance Review Template

Measure the accomplishments of your sales managers with this professional annual review template. It features high-quality icons and data widgets to represent employee ratings.

This visual annual review template is a great pick for all business types — simply add your company logos, images, colors and fonts to this template to make it your own.

RELATED: 45+ Annual Report Design Templates & Awesome Examples (2024)

11. Team Leader Annual Review Template

If you’re looking to dive deep into the performances of your employees, then this yearly review template is perfect for you.

It features plenty of space to write down employee goals and even comes with a rating scale that supervisors can use to rate the work of team leaders.

12. CEO Performance Review Template

Assess the performance of your company CEO with this stunning annual review template. It features high-quality icons, a rating scale for ease of evaluation and space for feedback.

13. Clinical Psychologist Annual Review Template

Keep track of your staff performance with the help of this annual review template. It comes with a rating scale, a list for goal evaluation and dedicated space for comments and feedback.

14. Internship Performance Review Template

Got an intern working for your firm? Evaluate their performance with the help of this colorful annual review template.

It features four different sections to conduct a SWOT analysis of the intern and a star rating system to rate their work.

15. Manager Performance Review Template

Measure the performance of managers at your firm with the help of this stunning annual review template.

It uses creative data widgets to evaluate performance scores and has a bulleted list underneath to mention the goals for which the manager is being evaluated.

16. Executive Director Annual Review Template

Ensure that all your company staff is on the same page by using this professionally-designed annual review template.

It has a simple yet effective design that ticks all the boxes for a well-rounded performance appraisal template. Simply add your brand kit to the template to make it your own.

17. Teacher Performance Review Template

Evaluate the strengths, weaknesses and general quality of work of your teaching staff with this creative performance review template.

It comes with a pre-designed rating scale that peers and supervisors can use to evaluate performance and a dedicated section for task lists and signatures.

18. Self-Evaluation Performance Review Template

Evaluate your own work performance with the help of this fully customizable, personal annual review template.

It features an eye-catching design with the top half dedicated to employee details and the bottom half for task evaluation and feedback.

19. Quarterly Employee Performance Review Template

Stay on top of your employee goals throughout the year by using this quarterly performance review template. It features a simple design that’ll help you conduct your evaluations quickly.

Upload your brand elements to the template, or create a branding kit from scratch in Visme to make this template your own.

20. Mid-Year Employee Performance Review Template

Effectively track your employee performances by using this mid-year performance review template.

It features a beautiful design with an eye-catching color combination, vector icons for main headings and a dedicated section for comments at the end. Each section of the template is fully editable, so with just a few clicks, it can easily be ready for any business type.

If a year-end performance appraisal is done right, it can help the company identify its high achievers so they can be guided on a path of sustained personal and professional development.

Here are 3 key tips to ensure your annual reviews yield maximum positive results:

1. Make it a two-way communication.

The last thing you want in an annual review is to have one-sided communication, without any room for dialogue for growth and exchange of creative ideas.

So make sure you listen to everything your employee has to say and then share your own goals and ideas to reach a common ground.

2. Offer actionable feedback.

The best performance reviews are ones where the managers don’t just evaluate employees' past performances but also relay expectations for the future.

But make sure your employees are invested and determined to reach their goals for the next year.

3. Continuous follow-up.

Year-end reviews shouldn’t be a once-in-a-while occurrence. Instead, you should be tweaking your appraisal strategy to conduct reviews on a weekly, monthly or quarterly basis instead.

This gives you the opportunity to track employee performances all year round and reach your company-wide goals more efficiently.

Annual Review FAQs

Q. what is an example of a year end review.

The specific details and structure of a year-end review may vary depending on the organization's policies and practices. But here’s what a standard year-end review may look like:

• Performance Evaluation: The employer or manager reviews the employee's performance throughout the year, assessing their accomplishments, contributions and adherence to goals and objectives
• Goal Assessment: They discuss whether the employee achieved or exceeded their goals, fell short, or encountered any obstacles.
• Strengths: The employer or manager highlights the employee's strengths, acknowledging their key skills, competencies and positive contributions to the organization.
• Areas for Improvement: They also discuss areas where the employee can improve, providing constructive feedback and guidance on how to enhance their performance or develop specific skills.
• Performance Feedback: The employer or manager provides specific feedback on the employee's behavior, communication, teamwork, problem-solving and other relevant aspects of their work.
• Development Opportunities: The employer or manager discusses potential growth opportunities and professional development initiatives for the employee. This may include training programs, workshops, mentoring, or additional responsibilities that can enhance their skills and contribute to their career advancement.
• Goal Setting for the Coming Year: The employer or manager collaborates with the employee to set goals and objectives for the upcoming year.
• Recognition and Rewards: The manager may provide recognition, rewards, or incentives to motivate and reinforce positive performance. This can include bonuses, promotions, public recognition, or other forms of appreciation.
• Open Dialogue: The year-end review provides an opportunity for the employee to share their perspective, voice concerns and ask questions.

Q. What should a manager write in an annual review?

Here are some key points and areas that a manager can include in an annual review:

• An opening statement that acknowledges the purpose of the review and sets a positive tone.
• Employee's performance evaluation
• Strengths and areas for improvement:
• Evaluate skills like communication, collaboration, problem-solving, decision-making, leadership
• Assess the employee's commitment to continuous learning and professional growth
• Collaborate with the employee to set meaningful and challenging goals for the upcoming year.
• Offer ongoing feedback, guidance and resources to help them achieve their goals
• Summarize the main points discussed in the review.
• Reiterate your confidence in the employee's abilities and express appreciation for their contributions.

Q. How do you write a good review example?

We recommend using annual performance review templates.

Annual business review template provides a standardized structure and format for performance reviews. This ensures that all employees are assessed and evaluated using a consistent framework, promoting fairness and reducing bias in the review process.

Visme empowers HR teams and businesses of all sizes with a robust collection of business year in review templates. You’ll find templates spanning a wide range of industries, roles and use cases. The best part is that these cover all relevant aspects of an employee's performance and include guidance and instructions for managers, helping them navigate the review process effectively.

Templates serve as a framework but should still allow room for individualization and meaningful discussions during the review process. With Visme’s easy-to-use editor, you can customize the design, content and structure of your annual business review template.

Q. What not to say in an annual review?

During an annual review, it's important to be mindful of what you say to ensure a productive and respectful conversation.

Personal Attacks or Insults: Avoid making personal attacks or using derogatory language. Focus on constructive feedback and specific behaviors rather than attacking the employee personally.

Biased or Discriminatory Comments: Ensure that your feedback and comments are fair and unbiased. Avoid making any remarks that may be perceived as discriminatory based on race, gender, age, religion, or other protected characteristics.

Overgeneralizations or Exaggerations: Provide specific and accurate feedback based on observable behaviors and evidence. Avoid making overgeneralized statements or exaggerated claims that cannot be substantiated.

Unrealistic Expectations : While it's important to challenge employees, setting unrealistic expectations can be demoralizing and counterproductive. Ensure that your expectations align with the employee's role, capabilities and available resources.

Vague or Ambiguous Feedback: Be specific and provide examples when offering feedback. Vague or ambiguous statements can leave the employee confused about what they need to improve or continue doing.

Comparisons to Other Employees: Avoid comparing one employee to another directly during the review. Each employee has unique strengths and areas for improvement and comparisons can create unnecessary competition and tension.

Dismissive or Disengaged Attitude: Be present and engaged during the review process. Show genuine interest in the employee's progress, growth and concerns. Being dismissive or disengaged can negatively impact the employee's morale and motivation.

Promises You Can't Keep: Be cautious with promises or commitments you make during the review. Ensure that any promises, such as training opportunities, promotions, or salary adjustments, are realistic and can be fulfilled.

Blaming or Shaming: Instead of focusing on blame, take a constructive approach to address performance gaps. Use the review as an opportunity to collaborate and find solutions together.

Closed-Mindedness: Be open to feedback from the employee and be willing to listen and consider their perspective. Avoid being defensive or dismissive of their input.

Q. What are respectful performance review phrases?

Here are some examples of respectful phrases you can use in an employee performance review:

• “You consistently go above and beyond to deliver high-quality results.
• "Your technical expertise and problem-solving abilities are highly commendable."
• "You have shown exceptional leadership skills, inspiring and motivating your team."
• "Your strong work ethic and reliability make you a valuable asset to the organization."
• "Your initiative in implementing [specific idea or process improvement] led to significant improvements in efficiency."
• "Your ability to work well with diverse team members strengthens our collective efforts."
• "You have shown great improvement in [specific skill or competency] over the past year."
• "Your proactive approach to seeking out learning opportunities demonstrates your commitment to self-improvement."
• "To further enhance your performance, I encourage you to focus on [specific area for improvement] and suggest [specific action or development opportunity]."

Q. How honest should I be in an annual review?

It's important to be honest in an annual review, but it's also important to be tactful and constructive with your feedback. Focus on specific examples and provide suggestions for improvement rather than just criticizing. Remember, the purpose of the review is to help the employee grow and develop, so your feedback should be geared towards that goal.

Improve Employee Performance With Annual Reviews

Annual reviews are great for measuring the yearly performance of team members. They help relay expectations, improve communication, progress and growth and more. In this article, we've shared 20 year-end summary examples to get you started.

To streamline the performance appraisal process and improve the internal communication of your brand, check out Visme’s tailored solutions and materials for HR teams .

There are tons of stunning annual review templates and features to take advantage of and you can easily add your brand elements and make any template your own.

Quickly design beautiful and data-driven reports with Visme

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How to Make visual End-year Review presentation

The last quarter is the time to prepare a summary of the company’s yearly performance. Answering whether the yearly objectives are valid and whether the sale quotas were done. And looking slowly into next year’s plans.

If you are involved in preparing such a business review presentation, here are a few suggestions on how you can make the review visually engaging.

How to show  financial results ,  sales or production quotas,  and other  KPIs  in eye-catching form.

Make key data visualization attractive

Presenting pure numbers can be attractive for the presenter who knows the story behind, it but less engaging for your staff. Especially if you have a whole bunch of data slides to show. Your audience can suffer a famous  death by PowerPoint 🙂 . Fight it with good story-telling and professional design of your presentation.

Make your presentation more visually engaging. Add a few simple shapes – and change plain numbers to colorful, simple infographics:

Enhance financial tables

For accounting topics – enrich your finances data tables with icons for revenue, profit, and costs. Make visual column titles by adding a simple rectangle with text, or adding illustrations for table rows, in case you have a place for an icon:

In case your tables are too dense to add any new graphics there, at least take care the cell margins are properly set – numbers are not too close to table borders. Consider removing table borders at all. This will improve the readability of your financial slides a lot.

Showing a year event timeline

If you are presenting a history of this year’s campaigns or projects, show it on a graphical timeline:

Using shapes instead of plain text to illustrate events makes such a timeline visually more attractive.

You can create a timeline from puzzle shapes (read my article how to design such jigsaw puzzle yourself in PowerPoint ).

Making sure your message comes through

Finishing the presentation, make sure you will summarize what was done well and what can be improved. So your team is motivated to work on new challenges.

See a few tips on how you can make visually this message stand out on my LinkedIn post .

More examples of how you can make your Annual Review presentations good-looking are on my Slideshare:

A quick survey

I wonder which of the slides above are the most frequently used by you? Financial report? Key data slide? Timeline?

Enjoy your end-year parties.

PS. Need help with your end-year presentation? I will gladly help with slide design – contact me here .

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The Best Presentation Templates For Your Chief’s Admiration

If you want to create an annual report that will captivate your readers or listeners, you need to arrange information in a clear and pleasant to the eyes manner.

At the same time, it doesn’t matter what kind of report it is, an annual company report, an annual sales report, budget, costs, or any other official document. Luckily you don’t need to have special arts education to represent your work in a beautiful and professional manner.

Now I want you to know a little bit about our new subscription service under the name of ONE . This subscription allows you to download all items from ONE package only for $19 a month! Isn’t it magnificent? I think it is. Subscribe for ONE and get access to the items from ONE pack, and download them with no restrictions! Following the link Presentation Templates , you will see the templates which are available within the package. For MonsterPost readers I have awesome news! You guys can get 5% off with the promo code BecomeThe1 .

Entorum - Business PowerPoint template with customizable infographics

It has never been easier to highlight the most important information you are trying to deliver with the help of PowerPoint presentation. Meet Entorum, the most innovative PowerPoint template released by Zemez. Sure thing, it is the best solution in terms of ease of use and convenience. Are you curious about what is inside? About 100 unique skins and 800 slides come in the package. The text blocks, headings, and literally, every textual element in the presentation are fully editable to your needs. No distracting backgrounds and poor color combinations, your presentation will definitely stand out from the crowd.

More features:

• 4 aspect ratios
• Vector coin
• Dynamic charts
• Light and dark styles
• 28+ analysis infographics
• 24/7 support

# 1. Annual Report Template. Solid and Stylish

Shaping your business achievements into a single presentation that will impress the audience may take a lot of time. Unless you have a ready for work set of tools. Annual Report template includes all the unique slides you may need to create a compelling presentation. The strict color scheme makes every slide look professional and a mass of infographics is pretty clear and understandable.

#2. Complete Business Presentation Template. Strict and Universal

One template to rule them all. If you want to present your business to a partner or a client - you need this template. It has all the slides you could use to impress the audience and make it understand you are worth working with. The Complete Business template is easy to maintain, contains illustrative diagrams and eye-catching design. The number of slides in the presentation is unlimited, so you could show everything you have without any limitations.

#3. Annual Plan Template. Simple and Informative

Perfect template for inner company use. All the infographics could be made with built-in tools, so you don’t need Photoshop or Illustrator. You could re-shape, move or delete every object on the slides and add your own pictures simply dragging them to the slide field. Or you could leave it as it is - just add your logo, text, and change the infographics data.

#4. 2019 Pitch Deck Template. Modern and Smart

This template will ideally fit for the presentation of a fancy startup. All the slides are 100% vector and their Aspect Ratio is perfect for wide screens. The backgrounds of the slides complement stylish graphics objects, multicolored diagrams, and comparison tables. And after you download a template you’ll find an understandable help guide in the pack, so creating a presentation will be easy-peasy.

#5. Annual Report Template. Vintage and Jazzy

When we talk about business, Wall Street would be first to come to mind. Strict and stylish costumes, financial newspapers - this template is made in “old” Wall Street style. Photos in Time-magazine style will complete the composition and help you to show your elegance to the audience. A perfect choice if you want a business solution of a premium quality.

#6. Business Plan Template. Bright and Fancy

A vivid and original premium presentation template for a company or agency with a modern approach to business process organization. It has everything to attract attention - from bright colors to comprehensible infographics. One of the main advantages of Business Plan template is the simplicity of replacing the graphic objects that will allow you to change the layout according to your taste in just a few seconds.

#7. Annual Planner 2018 Template. Elegant and Classy

An annual plan schedule calendar that you make in this template will not only look opulent but also let you avoid additional explanations. Smooth shapes and simple color scheme outline the essence of presentation. You can change the background from light to dark and change illustrations simply dragging and dropping them to the appropriate place. The Annual Planner 2018 template is a choice of a business person that knows exactly what he wants.

#8. Business Strategy Template. Sophisticated and Clean

This template is like a Zen piece of art. Nothing redundant, just pure, concentrated sense. An ideal solution for a business person that has a perfectly clear vision of company’s strategy and plans.Business Strategy template is based on high-quality graphics and includes various 4PS models to expand your opportunities.

#9. Global Project Template. Accurate and Eye-catching

Perhaps, the best universal template for startup public display. Vivid, but not overcrowded, simple, but attractive. Despite using all 6 basic colors of specter it doesn't look childish, but stylish and up to date. Global Project template has a very fresh and smart visual concept. All elements are editable and a whole template is Slide Master based which speeds up your work with it.

#10. Business Plan Template with 3D Infographics. Juicy and trendy

Every slide of this template looks like a page from a glossy magazine. Cool 3D images jump out the screen and catch all your attention. An audience will certainly remember a business presentation made via this template. There are light and dark versions and both are luxury and impressive. All 3D objects include animated effects, so your presentation will be exceptionally modern and stylish.

A good presentation is a key to success. Appropriate template and presentation style will highlight the main advantages of your speech and reduce weaknesses. So, choose carefully and go get them, tiger!

21 Easy Tips To Create A Powerful Presentation For Your Business [Free Ebook]

Annual report presentation templates faq.

All you need to do is copy the link where the template is stored on your computer. Next Go to the File menu, click Options and find the Save tab, find the Default Personal Templates location field. Now paste the copied template there and click OK. And that's all the PowerPoint report presentation template is installed and ready to use.

Many people think that the templates are similar and just have different designs. But this is a big mistake because each template is often customized for a specific subject and includes features and capabilities that are necessary for a particular type of presentation. This also applies to PowerPoint report presentation templates. They should include: fresh design, unique slides, multicolored charts, tables, high-quality graphics, vector icons, color schemes, quickly set up and edit elements, built-in documentation and additional files.

Graphs, tables and charts are essentially the most important tool in creating a report presentation.Therefore, a professional PowerPoint report presentation template should include not just regular charts, but different color variations of it. This will help you report in a more convenient way.

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Being a part of the TemplateMonster team is a great pleasure. I write about templates, marketing secrets, presentation tips, and different CMS. Hope my articles will be useful to you. If yes - please leave me a comment. Besides that, you can also meet me on Quora .

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How To Create an Effective End of Year Business Review

“If you don’t know where you’ve come from, you don’t know where you’re going.” ~Maya Angelou

With the end of 2019 rapidly approaching, business leaders have likely started to plan for the year ahead. But to know where you’re going, it’s important to look at where you’ve been.

It’s a fair assessment that entrepreneurs are naturally more prone to plan for their futures than to evaluate their pasts. Year-end business reviews allow them to jump-start the new year with solutions to prior issues and strategies for continued growth moving forward.

Think of an effective end of year business review as an executive summary for the entire year. What were the key takeaways? The presentation should include high-level information such as an evaluation of goals, achievements, rates of growth, obstacles and setbacks, future goals and financial data. While it might be easier to simply list all of the year-end parameters in a single, lengthy report, that type of presentation is unlikely to impress audiences — regardless of whether they're clients, employees, management or investors.

It goes without saying that the business review will be created for naught if nobody pays attention to it. Instead, it's important to create a visually appealing presentation to not only grab the audience's attention, but to retain it, too. Beautiful.ai’s PowerPoint alternative makes creating business presentations easy so they're always on-brand and professional. Themes can be customized with specific fonts and color palettes, as well as company logos, so each slide automatically mirrors the others.

Of course, even an impressive and cohesive visual presentation can bore audiences if it doesn't include valuable information. Traditional PowerPoint presentations filled to the brim with numbers, statistics and bullet points can put even interested audiences to sleep. So, avoid death by PowerPoint and make your annual business review “beautiful” by including the following key elements.

Download the free, customizable End of Year Business Review Template here.

Company Overview

A high-quality annual business review should feature an overarching summary reflecting the big picture for the company. The business summary might highlight the brand’s founder, co-founders, business leaders and other decision makers, while also summarizing the company’s product offerings, including any digital editions, intellectual property rights and international business ventures. This is also a good place to talk about the company's mission, values, and overall culture. It sets the stage (literally and figuratively) for the information to come later in the presentation.

2019 Business Goals

Before the year’s goals can be evaluated, audiences need to know what they were. The second portion of the year-end business review should summarize the year’s goals. The list of goals can be obtained from the prior year’s annual review (if that's available), but keep in mind they may have been modified or updated throughout the past 12 months. Explain what each goal was, and why it was chosen (its importance), before you dive in to the results.

Beautiful.ai’s presentation software makes creating a list of goals simple. Just add a common header to a carousel slide, and add each goal to its own sub-section.

Accomplishment of Goals

It's important to celebrate a company’s successes. Once you've mapped out what the year's goals were, you can talk about if and how you accomplished them. No annual business review could possibly be complete without featuring the year’s highlight reel. What goals were accomplished, and what were the missed opportunities, in the previous 12 months? What can be learned from the company’s successes?

Likewise, what challenges did the company face, and what can be learned from missed opportunities? To keep audiences engaged , we animated the bulleted lists, so the items automatically appear in succession.

We recommend trying our animated bullet points, or the timeline or diagram templates to tell your story. Simply enter your content and our Smart Slides will do the rest.

Key Performance Indicators and Results

Numbers tell a big part of a company’s story, and they are a vital piece of the annual business review puzzle. After all, how can anyone ascertain a company’s performance without analyzing some type of data? This is where key performance indicators (KPIs) and results come in to play.

Here you will present data on the company’s performance in the form of financial statements, rates of growth and retention, customer satisfaction metrics and any other data that supports the business' story over the past year. KPIs are an easy way to assess performance throughout the year, so you should know exactly where you stand when it comes time for the end of year review.

Creating infographics using Beautiful.ai’s templates makes data visualization simple. Just add your data into our Smart Slides and watch it automatically align into timelines, bar graphs, pie charts and much more. Not only will audiences stay more engaged, but the data will be more digestible.

Opportunities for Next Year

Once your annual business review has covered the company’s performance over the course of 2019, it’s time to start paving a pathway through 2020. A round-up of upcoming company goals is a key element to any actionable year-end review. Objectives from the prior year might remain in place, if they weren't met, or you may shift your goals based on accomplishments, failures, or changing market conditions.

By sharing your new objectives, you're holding your team accountable to work towards them. To that end, once you've defined your goals for the upcoming year, it's time to explain how you and your team plan to achieve them. Put your money where your mouth is, so to speak.

2020 Execution

It’s not enough to simply create a list of goals for the upcoming year. You must also share how those goals will be met. An effective end-of-year business review should include a plan of execution for the upcoming year. What processes will be put in place to meet next year’s goals? What budget will be allocated to implement these plans, what team members or resources are required, and what's the estimated timeline?

Of course, even the best-laid plans do tend to go awry. Part of planning the execution of goals is anticipating what obstacles might be encountered along the way, and planning how to overcome those hurdles should they occur. 

When using Beautiful.ai’s presentation software, there’s no reason a company’s business review should ever become just another cookie-cutter report. The end presentation will always be clean, concise and attractive to audiences regardless of your design skills.

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

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Year End Report

Report generator.

Every end of the fiscal or financial year, businesses will want to know how well or how badly they did during the year. Executives and decision-makers of a company or organization will want to know accurate data that will reflect the progress of the company or organization throughout the entire year. They will also want to know the developments in the projects they have started within the year—where it is currently at, what is the current status, how much has it grown, etc. It is important that they know these kinds of information since running the business or organization involves loads and loads of cash, unending efforts, and time.

• 12+ Annual Financial Report Examples – PDF
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Executives and decision-makers of a company or organization demand that they are updated of the progress that the business has made every end of the year. This is so that they can measure the return of investment, profit, etc., to know if the business is doing well or not. Presenting them with a consolidated and comprehensive document containing all the relevant and needed information will help them during the process of deciding whether to continue with the business or simply end it especially when it only accumulates cost but not revenue.

How to Prepare for Year End Reporting

Preparing and actually the making the year end report is such a tedious and demanding task. It requires all relevant details that may be included in the report, be it from one month or 11 months ago. Therefore, it is an excellent idea to always prepare and account the needed information before the end of the year approaches. With that in mind, here are useful tips that can help you prepare for the year end reporting:

• Pay Vendors and Contractors: Make sure that you have already fully paid your vendors and contractors. In order to determine if your contractors need to submit a W-9 form, you have to check with your accountant in advance. In addition, a filled out 1099-MISC form should be submitted by each of your contractor by January 31.
• Prepare Payroll Records:  You have to gather all the relevant information before you start to make your year end report. Although there are options available for you should you need extra sets of hand to carry out this task, you can partner with payroll experts to make sure you get to avoid issues and complications as well as making sure you are complying with all the regulations.
• Profit and Loss Report:  You also have to generate a profit and loss report, as well as a balance sheet, and identify what your business did well and what could be done better for next year. That way it will be easier for you to just input these information to your year end report.
• Review Profitability:  Create an income statement and review each revenue-generating item. In addition to that, you also have to make a tax deductible expense. These reports are very important for your year end report since cash flow reports are vital documents for your business. Cash flow reports tell you how much cash your business has readily available.
• Estimate Taxes:  You have to make sure that you are on track with the taxes you have already paid especially if you pay you taxes quarterly. Doing so will help you determine what you will need to pay at the end of the year. Other taxable amount such as employee bonuses should not be disregarded since they are still also subject to any taxes applicable to regular pay.
• Review All Employees:  By this time, you still need to make sure that the your payroll contains verified information of your current current employees. You also need to ensure that those reflected in the payroll are still with the company or are current employees.
• Tax Deadlines:  Tax dates will vary depending on the structure of your business. You can verify your business’s deadlines through the IRS’s calendar.
• Tax Payments:  Your tax payments should be secured separately. And always remember to make sure that you include enough to cover both state and federal taxes.
• Review Clients: All client contact information must be reviewed and confirmed that all details included are accurate.
• Goals: What you have accomplished on the current year must be reviewed and start developing new goals for the following year so that there is a constant flow and direction for your business. This will also help keep you inspired and motivated to work harder so that you and your business can grow even more.

Brief Year End Report Example

Size: 278 KB

Scientific Organization Year End Report Example

Size: 148 KB

Fire Company Year End Report Example

Size: 265 KB

Shelter Sector Year End Report Example

Size: 576 KB

Humanitarian Response Plan Year End Report Example

Size: 338 KB

Information Included in a Year End Report

Although you know how to prepare for year end reporting, you still need to know what significant information you should include. With that said, here are some of the information you should include in your year end report:

About Your Company Tax Return

Your company tax return contains details of your turnover, expenses, tax allowances and profit, in the form of the company’s statutory accounts. The information included in the company tax return is then used to calculate how much you owe in corporation tax.

About Your Statutory Accounts

The statutory accounts of your business or also know as annual accounts. It is usually made up of the following parts:

• Income Statement  – This is the profit or loss for the accounting period of your company.
• Statement of Financial Position  – This is the overall value of your company.
• Director’s report  – This pertains to the report on the state of the company according to the board of directors. This is not a requirement for micro-entities.
• Footnotes  – These are additional information intended to clarify the other sections.

Although there other elements to a year end report, what has been discussed above are the important ones that you need to make sure to cover. It is always better to inquire or ask help from a professional in order to make an effective year end report and to avoid further hassle.

Fire District Year End Report Example

Size: 154 KB

Association Year End Report Example

Size: 217 KB

Tips in Making Year End Reporting Easier

With the complexity of what it takes to make an accurate and effective year end report, you might get discouraged and demotivated to continue. However, submitting a year end report every end of the fiscal year is a legal requirement; failure to submit one may make you liable to an even bigger mess. Therefore, you need to allot and dedicate time to prepare and making your year end report. Listed below are some useful tips that can make year end reporting easier:

1. Prepare in advance and frequently stay in contact with your accountant

It is definitely harder to wait for the end of the year to start preparing your year end report. It will be easier for you to incorporate the tasks needed for making the year end report into your daily tasks. Preparing the necessary reports ahead of time will decrease the stress when the deadline is fast approaching. In addition, staying in contact with your accountant frequently will help you make sure you have prepared all the needed documents and information.

2. Be vigilant with your records

If you want to avoid the hassle of fixing records and accounts, make sure that they are constantly checked and updated. If you don’t give enough time in keeping records it can lead to a lack of detail and supporting documentation. Consistently audit your needed data so that you can avoid panicking and forgetting important information.

3. Assign year-round tasks

Divide the necessary tasks into smaller parts that can be done all year round. You have to make sure that every member of your team has tasks to do. You can also assign some people to have primary responsibilities to help you stay on track. One way of doing this is through assigning a small team every month to review the accounts payable in order to make sure that records are updated and reconciliation can be performed. It is also cost-effective to cross-train every team member so that they are flexible to perform other tasks when there are sudden absences or leave.

4. Know and familiarize the law

The law with regards to tax can sometimes become too overwhelming and confusing. In order to avoid mistakes, it is very important that you study and familiarize the law governing this requirement. Since state and federal tax legislation, rates, and forms constantly change, it is very important that all those involved in making the financial reports are also up-to-date with the changes. Knowing and being familiar with the law will help you keep up with the requirements as well as how to avoid becoming legally liable.

5. Verify employee and contractors’ status

Knowing and double-checking the tax filing classifications of everyone on your payroll is very important. It is also very important that before you enroll someone on your payroll that you have all their relevant and necessary documents. Also, keep in mind of state-specific filing rules and tax calculations for out-of-state workers as this aspect can get tricky and confusing. Always aim to provide the necessary forms before the end of the year so that you can avoid penalty for late submission.

6. Seek professional help

Lastly, even if you have spared quite some time for your preparations, there will be instances where it can be really challenging. In this case, it is better to ask professional help so that you can make sure that you have completed all the requirements before it is even due. You can also make sure that all you have done, complied, and included are within the regulations. Seeking help from a professional will surely help you avoid more stress and hassle.

The Haig Report Year End Report Example

Size: 351 KB

Economic Consulting Agency Year End Report Example

Size: 146 KB

Year End Humanitarian Situation Report Example

Size: 458 KB

We hope that you have learned useful information about year end reports through the contents of this article. The year end report examples above can be your basis in making your own.

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