
Meeting Notes
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Funders and trustees want to know what changed for people, what it cost and what did not work. This social impact report template answers in that order: the year at a glance in six figures, a theory of change that separates outputs from outcomes, results against targets, a consented story, a finance page with cost per outcome, and the dates and owners for next year.
The sample is a 2026 report from Underhill Works, a fictional Sheffield social enterprise that repairs household appliances and trains long-term unemployed people. It reports 3,420 households helped against a target of 3,200, a cost of £88 per outcome, 68% of spend on programmes, five of six targets met and one missed. Replace the figures, the chain of change, the story and the accounts with your own.
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
Replace the six headline figures with your year-end outcomes and prior-year comparison, and rewrite the chain from inputs to impact in your own words.
Swap the sample story for a real case study with recorded consent, and update the charts with your audited accounts.
Set next year's targets and dates, with a named owner for each one.
Delete the Make it yours page, then share the report with funders and trustees.
Yes. Make a copy to your own Google Drive and edit every page. It works for nonprofits, charities and social enterprises of any size.
No. The organisation, the people, the stories, the email addresses and every figure are fictional sample content. Replace them with your own results and consented stories.
Yes. The sample reports one missed target next to five met. Funders trust reports that show misses and explain them, and it helps your team learn.
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