Overview with tools, template, software, best practices and alternatives

Why Non-Profit Organization do Reports

A non-profit organization (NPO), also known as non-business entity, is an organization that utilizes its excess income to achieve its goals or mission. Non-profit organizations use the surplus revenue for their benefit, instead of distributing the revenues to their directors as profit or dividends.

Non-profit organizations generate reports to communicate information and updates to the team members and team leaders. The reports usually contain updates on the organization’s assets and liabilities, income and expense, resources, as well as program and supporting services.

Information in non-profit organization reports allow the team members to compare and analyze past and present data in previous and current reports, enabling them to make a predictive perspective in the form of inferences and conclusions. Also, the team will be able to make rational decisions based on the information in the report.

Team members also create a non-profit organization report to inform the team about their achievements, plans, and problems. Accomplishments can inspire and motivate other team members, allowing them to perform better and yield their own achievements. Plans serve as backbone to develop strategies and implementing actions in the future. Problems can be discussed within the team so that they can be solved or prevented.

Non-profit organization reports are also made by business teams so as to present trends in the revenues of the organization, which can be a rise or a decline. With the trend being presented, the organization will be able to devise ways to boost the rising trend and control the decline and turn it into a rise.

How Teams usually do Reports at Non-Profit Organizations

Reports for non-profit organizations provide pertinent information on the activities, performance, status, and progress of the team and the project.

A non-profit organization report includes information on the financial position of the group, the balance sheet. This contains the summarized data on the organization’s assets, liabilities, and net assets that are covered within a specific period of time.

The statement of activity or the income and expense statement is also included in the non-profit organization report. This presents the financial activity of the organization within a particular span of time, showing the relationship between funds that come in and funds that go out.

The non-profit organization report should also contain the statement of cash flow, which gives a synthesis of the available resources to the team within a specific period of time. Cash flow statements come in handy as they reflect the amount of money that has been received and the expenses that have been paid by the organization.

While these statements provide clarity to the team’s report, the non-profit team can also include pertinent information on its accomplishments, plans, and problems, which enable team members to compare and analyze data and results, make inferences and conclusions, and make logical decisions.

Typical questions/metrics/topics that are usually covered in a Report Non-Profit Organizations are doing

  • What are the organization’s assets and liabilities?
  • What is the organization’s income and expense statement?
  • What are the available resources to the team?
  • What are the actual threats that you see? How are you going to solve them?
  • What are the potential problems that you foresee? How are you going to prevent them?
  • Do you have other concerns or issues?
  • What are your achievements for today?
  • What short and long term management goals do you have in order to meet the company’s objectives?
  • What management strategies and actions will you implement to meet the plans?
  • Were the management strategies and actions previously implemented successful?
  • What are your strong and weak points when it comes to managing the team?
  • Do you see any open opportunities for improving your management skills?
  • What are the feedbacks of your subordinates on how you handle them?
  • What is the trend in your management performance? What is its implication to your future performance?

Advantages & Best Practices of doing Reporting for Non-Profit Organization

Reporting for non-profit organization is advantageous to the team for the following reasons.

First, non-profit organization reports facilitate effective communication in the team. Essential information such as accomplishments, plans, and problems are included, allowing the team to analyze information, make conclusions, and make rational decisions.

Another advantage of non-profit organization reports is the revelation of the assets and liabilities, along with the cash flow of the organization. This helps the team to check whether expenses overrun the income, enabling the team to control its expenditures.

Assets and liabilities are positive inclusions to the non-profit organization report. Assets include the organization’s income or revenue while liabilities include the expenses. Knowing both will help the team adjust its plans, strategies, and activities, which allows them to make a move to retain assets and reduce liabilities.

Trends are contained in the non-profit organization report and these signals the team about the current status and progress of the organization. A rise in the trend is a positive indication of the organization’s success while a decline suggests increasing liabilities, expenses, or poor performance within a specific time frame. Knowing the trend via the report will help the team find ways to achieve an increase in its performance trend.

Issues are also addressed in the non-profit organization report. Problems can be either actual or potential, which can be prioritized by the team. Team members can discuss ways to solve existing problems and prevent possible future threats.

Disadvantages & Pitfalls at doing Reporting for Non-Profit Organization

Reporting for non-profit organization can be beneficial in a number of ways, but there are also times in which it can be a drawback to the team.

Non-profit organization reports contain information on the assets, liabilities, and the cash flow. Thus, the report should contain accurate, complete, factual, and updated information; otherwise, the team will get incorrect information, leading to inappropriate plans, goals, strategies, and actions.

The non-profit organization report has to be detailed as it can be submitted to the state on an annual basis to maintain its active and freed status. A number of errors in the report make the report subject to queries and clarifications from the state officials.

While non-profit organization reports can help the team, there are times in which writing the report becomes time consuming. This is specific to team members who already have a long list of duties and responsibilities. Adding a report to their tasks may compromise the time allotted to their regular duties, resulting on their poor performance. However, time management is still the key.

Non-profit organization reports can also be generated and sent online to the team members and leaders. However, poor and absent internet will halt the team members from sending and receiving pertinent updates on the team’s status and progress to and from other members of the team. E-mails containing urgent information and announcement can also be missed.

Why Teamreporter is great at doing Reporting for Non-Profit Organization?

Teamreporter is an application that aims to replace status meetings using scheduled report mails. It can be used without charge by small teams with up to four members. Signing up for an account just takes up to less than a minute.

Teamreporter’s interface is highly flexible as it allows team members to change or modify the schedule of the report mails, as well as the questions in its list. In addition, users may also edit the recipient list, changing the names of the recipients of the mails and the list of those who need to submit reports to team leaders. Also, Teamreporter can be used in conjunction with e-mail, web browser, and other existing applications used by the team. These features make Teamreporter suitable to any work flow.

Team leaders can also gain complete oversight of the team and the organization with Teamreporter. They will be able to have an overview of the assets and liabilities of the organization, along with the income and expense cashflow. Also, team leaders will be able to identify those members who perform well and those who need their assistance.

Teamreporter has an automated and easy to use interface, which separate it from other modes of reporting. It sends e-mail notifications to team members, asking them to send information on their status, achievements, problems, and plans. Then, Teamreporter will generate data summary, which will be sent to the team the following day. These properties ensure that team members are always updated on the organization’s status and progress.

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