Training Programme on Annual Report ORG.by MCC Bangalore (19th & 20th July 2007

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Title
Training Programme on Annual Report ORG.by MCC Bangalore (19th & 20th July 2007
extracted text
Communication, Fundraising, Philanthropy

Indian Voluntary Sector
Governance and Accountability
Development Publications

CATALOGUE 2006
Books | Research Studies I Directories I Journals

STORING I TRAINING | RECRUITMENT I RESEARCH I EVALUATION I PUBLICATIONS

Communication, Fundraising & Philanthropy
| Magazine - Alliance |
Alliance is the leading international journal from Allavida on the funding of the
global voluntary sector. It tracks developments in the sector's funding and
analyses the challenges faced by organisations and their funders worldwide.
Published

Publisher

1

Quarterly

Allavida, UK

j

. Pages (Size (cm)j

/ •vd'hor

Price

1

See
I
Approx. ! 21x27 |
advertisement
55

Bequests and Legacies |
This guide describes the steps necessary Io approach donors who will provide
for an organisation in their wills. It includes details of the process of bequest^
fundraising, motivating the bequest, puL-br-.-.-ig Lc-quest giving, legal and tax w
issues, advisors and influencers, and tips for successful bequest fundraising.

| Published '

1

Publisher

Author

Price ~l
Rs 250 1

i Pages ’Size (cm)

Wiremill
Margaret Burke ,
Publishing Ltd j

2004

24

! 25x18

|

(Paperback) 1

| [contact] |
MCC's revised version of [contact], a basic database management framework,
helps you maintain your donor information in an organised manner, [contact]
uses MS Access and provides user-friendly features like multiple types of data
storage and retrieval, printable reports, online help, and printing of address
labels.

1 Developed] Developed by
2005

'

Author

MCC

i Format 1 Works on |
MS
1
Windows

Price ~1

Rs 850

| Dimensions of Giving and Volunteering in Tamil Nadu |
This study carried out under the guidance of the Center for Civil Society
Studies at the Johns Hopkins University, USA, helps to understand giving ar^
volunteering within voluntary organisations in Tamil Nadu.
"

1 Published [
|

2002

|

Publisher

i

Author

PRIA

;

PRIA

! Pages [Size (cm)|
| 35
21x28 1

Price

1

Rs50
(Paperback) |

| Dimensions of Giving and Volunteering in West Bengal [
This study earned out under the guidance of the Center for Civil Society
Studies at the Johns Hopkins University, USA, helps to understand giving and
volunteering within voluntary organisations in West Bengal.
Price
1
'Published
Author
: Pages Size (cm)
Publisher
Rs50
|
! 2003
40
21x28
PRIA
PRIA
(Paperback) I

I Directory of Donor Organisations |
This directory of donor organisations helps voluntary organisations seeking funds
for public welfare and development. With multiple classifications, it is intended to
bridge tne gap between grant makers and grant seekers.

j Published

2001

j

Publisher

|

Sampradaan

1

Author

1 Pages | Size (cm)|

Sampradaan

195

17x23

Price
Rs 300

1
1

(Paperback) |

| Fundraising Databases |
Appropriate databases are crucial to any fundraiser and this introductory
guiae helps you set up and use them effectively. The book covers importance
cnoice of databases, maintenance, segmenting, selecting and mailing,
cessing income, reporting and analysis, and importing and exporting datai
i Published J
i Pages
Author
ze ;m)
Price

t

e

2004


Wiremill
j
j Publishing Lid j

Rs 250 :
I (Paperback) |

24

Peter Flory

| Getting Started in Communication |
This handbook highlights the importance of communication and public
relations for building a successful organisation, mobilising support and
helping the organisation achieve its aims and objectives.
1 Published 1

Publisher

Author

Pages

Size (cm)

Price

2003

9

Michael NortonPurba Dbtt j

176

18x24

Rs 290
(Paperback) |

|

| Getting Started in Fundraising |
Aimed primarily at small and medium-sized voluntary organisations, the
book is replete with case studies illustrating the practical advice that the

a^^prs give.

| Published |

Publisher

2000

Sage

I

i

1

Author

Pages

Size (cm)|

Price

Michael Norton
Murray Culshaw

156

18x24

Rs 280
(Paperback) |

| How to Produce Annual Reports that People will Actually Read |
A do-it-yourself guide to help voluntary organisations produce readable annual
reports for public distribution. This is a how-to manual that takes you through
the steps in producing effective annual reports.
1 Published

Publisher

Author

Pages

Size (cm)

Price

2002

MCC

MCC

70

21x29

Rs 250
(Spiral bound)

| Investing in Ourselves: Giving & Fund Raising in India |
Giving and J
Fund Raising i
in
India

This book brings together the findings of the benchmark nationwide survey
on household giving and case studies of fundraising by 18 voluntary
organisations across the country.
| Published
Author___
Publisher___ i

2001

1

Sampradaan

Sampradaan

Pages

322

Price
1
Size (cm) 1
J Rs 375
15x22
| (Paperback)

| Local Resource Mobilisation for Sustainability - Training
Manual/ Guide |
This manual draws on the experiences and lessons from the CAF India - DFID
project that supported five key voluntary organisations in local resource
mobilisation and financial sustainability.
Price
1
| Published 1
Publisher 1
Author
| Pages | Size (cm)|

1

2004

Ritika Prasad
Kishore KumarSingh j

127

1 24x29 | Rs 375
| (Hardcover)

| More Effective Communication |
Effective oral and written communication skills for those who wish to achieve
desired levels of performance. This practical guide helps professionals to
communicate skillfully and persuasively.
1 Published j

Publisher

1

Author

2000

Sage
Publications

j

JVVilanilam

I

1

Pages | Size (cm)
238

14x21

Price

I

Rs 190 |
(Paperback) (

| Profile 500 |
This directory profiles 500 selected Indian voluntary organisations working on
a range of social and development programmes. It is an invaluable resource
for those interested in accessing and supporting the vibrant voluntary sectAj
[Published

2003

1

Publisher

Author

Pages |(Size (cm)

CAP

MCC

361

17x24

Price
1
Rs 150 |
(Paperback) 1

| The Art of Successful Fund Raising |
This is a valuable resource book for every voluntary organisation that is
interested in learning about the tools and techniques of fundraising.

["Published }
I

2004

Publisher

Author

Pages

CAP

Noshir H
Dadrawala

200

[

Price J
Size (cm) 1|
j Rs 300 ;
14x22 1 (Hardcover)

I Understanding Fundraising |
This analysis of the process of fundraising will make you think "why" you do
what you do and "how" to do it better. The book includes information on
setting of goals and aspirations, funding prospects, fundraising opportunities,
marketing your organisation and building relationships.
1 "Published
Publisher
Author
Pages Size (cm)
Price
1 2004
Wiremill
Rs 250
Adrienne Hall
24
25x18
Publishing Ltd
(Paperback)

Indian Voluntary Sector
^.Defining the Sector in India: Voluntary, Civil or Non-Profit |
L^^iitions and classification of non-profit organisations in India. The first in a
series of papers planned to be released as a backdrop for the Comparative
Non-ProfitSector Study in India.

Published

Publisher

Author

Pages [Size (cm)

2000

PRIA

PRIA

40

21x28

Price

Rs 50
(Paperback)

| Exploring the Non Profit Sector in India - Some Glimpses
from Tamil Nadu |
This study emerges from the research conducted by PRIA under guidance from
the Center for Civil Society Studies at the Johns Hopkins University, USA.
This publication details findings on the scope of the voluntary sector in Tamil Nadu.
Published j
Pages | Size (cm)
Price
I
Author
Publisher

2002

PRIA

PRIA

21x28

Rs 50
(Paperback) |

I Exploring the Non Profit Sector in India - Some Glimpses
from West Bengal |
Th^^udy emerges from the research conducted by PRIA under guidance from
th®nter for Civil Society Studies at the Johns Hopkins University, USA.
This publication details findings on the scope of the voluntary sector in West Bengal.
Price
|
Pages Size (cm)
Author
Publisher
Published
Rs 50
j
56
21x28 (Paperback) 1
PRIA
PRIA
2002

| Historical Background of the Nonprofit Sector in India |
Beginning with the pre-colomal era, this paper goes back more than 2000 years
to capture the nature of voluntary activities during different phases of Indian
history, unveiling relationships between non-profit institutions, state agencies and
different socid organisations.
Publisher
1
Published |
2001

PRIA

Author

PRIA

1 Pages^] Size (cm)
32

21x28

Price

1

Rs 50
(Paperback)J

| How to Change the World |
Profiles of individuals from across the world who have proved themselves as
social innovators or entrepreneurs. They have propelled social change through

powerful ideas, determination, and courage.
| Published

Publisher

Author

Pages

Size (cm)

Price

2005

PBI

David Bornstein

320

23x15

Rs 100 1
(Paperback) |

|

| Information Resource Centres |
This manual elaborates on the concept of locally-managed Information Resource
Centres (IRCs). Based on experiences of PRIA and its partners in establishing and
managing the same, it includes sections enumerating types of IRCs, their
>
functions, stages of establishing IRCs, and means of sustaining them.
Price
Pages Size (cm)|
Author
Publisher
Published

2004

PRIA

Shalini Bijlani
Panka) Anand

38

94y1 r ■ Rs 150
24X18 | (Paperback)

| Invisible, Yet Widespread: The Non-Profit Sector in India |
This important report presents key findings of a nationwide study. For the first
time in the country, a detailed, reliable, and authentic picture of the voluntary
sector emerges.
| Published]
Author
Publisher
Pages Size (cm)l
Price

1

2002

PRIA

SS Srivastava
Rajesh Tandon

18

21x27

Rs 100
(Paperback)

| Information Sheets on Laws and Non-Profit Organisations |
Laws and Non-Profit Organisations is in response to requests for information
on setting up a trust, society, or non-profit company; and includes reporting A
requirements and rules applicable, particularly on the Income Tax Act.
W

| Published

Publisher

Author

2004

Sampradaan

<J
Sampradaan

'

'

1

Pages

Size (cm)|

Price

23

21x29

Rs 130 1
(Loose sheets)]

| Legal Framework for Non-Profit Institutions in India |
This paper covers the legal framework within which the voluntary sector in
India operates. Emphasis has been laid on the Societies Registration Act,
1860, under which most organisations function.
[Published
Publisher
1
Price ~1
Author
i Pages Size (cm)]
|
Rs 50
!
2001
PRIA
PRIA
50
21x27 (Paperback) |

I Multi-Stakeholder Dialog ue |
This manual explains the concept and practice of dialogue and consultation
between different stakeholders so that development initiatives become effective.
It is based on the experiences of PRIA and its partners who have adopted this
participatory approach during their work at the grassroots level.
^Published |
Price
1
Pages | Size (cm)|
Publisher
Author

1

2004

PRIA

Dr Kaustuv Kanti
Bandyopadhyay

40

24x18

Rs 150
(Paperback)

| Social Development in India - A State-wise Critical Analysis |
Focuses on three broad aspects of social development - poverty eradication,
productive employment, and social integration. It contains reviews of
government programmes and policies, covering indicators like health,
Jucation, infrastructure, housing, household amenities, and poverty.
(Published

j

2004

Publisher

Author

Pages

Size (cm)

Price

VANI

VANI

553

30x21

Rs 400
(Paperback)

|

Development Publications
| A Sourcebook for Poverty Reduction Strategies |
This book assists developing countries to strengthen their programmes. Each
chapter includes a summary, detailed approaches to analysis and policy
development, and supporting materials such as technical notes, case studies,
and further reading.
Published
Publisher
Author _J Pages (Size (cm) ___ Price__

2004

TWB, OUP

World Bank

1252 j 21x28

Rs 1785
(Paperback)

| Global Monitoring Report 2004 |
This report assesses the world's progress in implementing the policies and actions
^^rchieving the Millennium Development Goals and related outcomes. It
provides a comprehensive review of the global development policy agenda,
covering policies and institutions that form a part of the development effort.

Published

Publisher

Author

Pages

Size (cm)

Price

2004

World Bank

World Bank

228

27x20

Rs 375
(Paperback) |

| Microfinance Poverty Assessment Tool |
Aims to improve transparency on the depth of Micro Finance Institutions' (MFI)
poverty outreach. Intended for donors and MFI evaluators as a practical,
accurate, and relatively simple means of assessing MFI programmes.

| Published

Publisher

2003

World Bank

j

Author
Carla Henry
Manohar Sharma
Cecile Lapenu
Manfred Zeller

Pages

Size (cm)|

Price

206

28x21

Rs 375
(Paperback) |

|

| World Development Indicators - 2004 |
The World Development Indicators — 2004 includes more than 800 indicators
for 152 economies and provides definitions, sources, and other information
about the data; organising the data into six thematic areas.
Published |

Publisher

2004

World Bank

!

Author
World Bank

Pages

Size (cm)

Price

386

28x21

Rs 875
(Paperback)

| World Development Report 2005 |
This report is about creating opportunities for people by looking at what
governments can do to improve the investment climate for society as a whole and
not just large firms. It covers regulation, taxation, policy related nsks, barriers to
competition, labour markets, finance, infrastructure, and international help.

Published

Publisher

Author

Pages

Size (cm)

Price

2004

TWB, OUP

World Bank

271

27x20

Rs 375
(Paperback)

Governance and Accountability
| Brainstorming Reinvented |
An evolutionary, time-sensitive, and process-driven creative methodology for
generating ideas and implementing them. Mental exercises assist the flow of
information between the left and the right sides of the brain, helping you
develop multiple approaches, strategies, and out-of-the-box solutions.
("Published |
Author
Publisher
,|
Price
Pages Size (cm)
Rs 350 j
21x14 (Paperback) |
Response Books Linda Conway
236
2004
Correl

=. A
BRAINS FORMING
REINVENTED

| Good Governance & Effective Boards for Voluntary/
Non-Profit Organisations |
An Indian adaptation of the internationally popular 'BoardSource
Governance Series'. Deals with roles and responsibilities of board member
leadership in non-profit governance, structures and practices and valuesbased mission, planning, and evaluation.

Published |

Publisher

Author

2005|

CAP

Noshir Dadrawala

Pages ; Size (cm)
366

23x15

Price

| Legal and Finance Handbook for Voluntary Organisations |
Provides almost the entire framework for legal and accounting aspects of a voluntary
organisation, covering ads governing registration of organisations, Income Tax laws,
employee welfare schemes, governance, accounting methods, and audit procedures.
Price ~J
| Published
1 Pages Size (cm)
Publisher
Author
1

2004

FMSF

Manoj Fogla

j

432

24x18

|

Rs 350 .
(Paperback) |

Rs 500 1
(Hardcover) J

I Management Development in Non-Profit Organisations |
This book is a comprehensive reference manual for board members of
voluntary organisations and covers issues such as legal frameworks governing
voluntary organisations to guidelines on fundraising.
Published

Publisher

Author

2004

Sage

Vijay Padaki
ManjulikaVaz

| Pages

Size (cm) |~

Price

18x24

Rs 480
(Paperback) ;

|

I Manual of Financial Management and Legal Regulations |
This book uses extensive research to cover the basic accounting practices
within the financial and legal framework of voluntary organisations. Covers
keeP'n9/ budgeting; accounting, documentation, internal control, audit,
jpCRA, and Income Tax.
1 Published

Publisher

2004

FMSF

1



Author

Pages

Size (cm) 1

Price

KN Gupta
Manoj Fogla

367

27x20

Rs 500
(Hardcover)

| Philanthropy and Law in South Asia |
This book provides a chapter-wise description and analysis of the legal and regulatory
framework governing philanthropy and the non-profit sector in Bangladesh, India,
Nepal, Pakistan, and Sri Lanka. It includes recommendations by the authors on changes
required for promotion of philanthropy and of the voluntary sector.

Published

Publisher

2004

APPC

__ Author

Pages

Size (cm)|

Price

Mark Sidel
I Iftekhar Zaman

385

23xl5|

Rs 300
(Paperback)

MCC - Murray Culshaw Consulting provides communication and fundraising support to the voluntary
sector in India and South Asia. MCC was established in 1995 as Murray Culshaw Advisory Services

(mcas).

hi^mmumcation and Fundraising
vve could help you develop and implement a basic communication and fundraising strategy. For
instance, we could create brochures and websites that effectively communicate your work; manage

your organisation's donor database; and help you raise funds from individuals, companies and trusts
and foundations. We offer training courses and hands-on support, provided at our office in Bangalore

or yours!
Research and Evaluations
We conduct research on voluntary sector issues related to communication, fundraising, and philanthropy.
We also evaluate programmes and financial accountability of organisations.

Boards
We do an audit of organisations' governance needs, help with the recruitment and orientation of

Board members, and help Boards function more effectively.
For more information, please email mcc@fundraising-india.org

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MCC takes you
on a guided tour of the

Indian Voluntary Sector

PROFILE 500
A DIRECTORY OF SELECTED INDIAN VOLUNTARY ORGANISATIONS
ORDER YOUR COPY NOW!

Size: 18cm x 24cm

Pages: 360

Price: Rs 150

From

MCC, Bangalore
Tel: 080-2535 2003/ 4115 0582
email: publication@fundraising-india.org

Centre for Advancement of
Philanthropy, Mumbai
Tel: 022-2284 6534
email: centphil@vsnl.com

Also available at leading book stores

Order Form
You can order online atwww.fundraising-india.org or use the form provided.

Communication, Fundraising & Philanthropy

Qty

Rate

Magazine - Alliance (see advertisement)

Bequests and Legacies

250

[Contact]

850

Dimensions of Giving and Volunteering in Tamil Nadu

50

Dimensions of Giving and Volunteering in West Bengal

50

Directory of Donor Organisations

300

Fundraising Databases

250

Getting Started in Communication

290

Getting Started in Fundraising

280

How to Produce Annual Reports that People will Actually Read

250

Investing in Ourselves: Giving & Fund Raising in India

375

Local Resource Mobilisation for Sustainability Training Manual/ Guide

375

More Effective Communication

190

Profile 500

150

The Art of Successful Fund Raising

300

Understanding Fundraising

250

Indian Voluntary Sector
Defining the Sector in India: Voluntary, Civil or Non-Profit

50

Exploring the Non Profit Sector in India - 2002
Some Glimpses from Tamil Nadu

50

Exploring the Non Profit Sector in India - 2002
Some Glimpses from West Bengal

50

Historical Background of the Nonprofit Sector in India

50

How to Change the World

100

Information Resource Centres

150

Invisible, Yet Widespread: The Non-Profit Sector in India

100

Laws and Non Profit Organisations - Information Sheets

130

Legal Framework for The Non-Profit Institutions in India: 2000

50

Multi-Stakeholder Dialogue

150

Social Development in India - A Statewise Critical Analysis

400

Total

___

Amount

Rate

Qty

Development Publications
A Sourcebook for Poverty Reduction Strategies

1785

Global Monitoring Report 2004

375

Amount

375

Microfinance Poverty Assessment Tool

World Development Indicators 2004

875

World Development Report 2005

375

Governance and Accountability
Brainstorming Reinvented

350

Good Governance & Effective Boards for Voluntary/ NonProfit Organisations

350

Legal and Finance Handbook for Voluntary Organisations

500

Management Development in Non Profit Organisations

480

Manual of Financial Management and Legal Regulations

500

Philanthropy and Law in South Asia
[_______________ _______________

300

Total

Rs

Please add Rs 100 to the total amount towards packing/ forwarding charges.

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Fax:91-80-2535 2003
email: publication@fundraising-india.org

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SICHREM is the acronym for
South India Celt for Human

Objectives


Rights'Education and Monitoring.

Human Rights education for students, activists, NGO staff,
Government officials, and the larger public.



movement earlier; started
SICHREM in 1995, as an answer



to the growing insensitivity to the
supremacy of the rule of law.The
founders reckoned that the best

reformulation of laws that are repressive in nature and

violative of human rights. Public hearings, mass signature
campaigns, critical analysis of existing statutes, colloquia,

Concerned citizens, who were
involved with the civil liberties

Advocacy, Campaign and Lobbying for the repeal and



remedy for building a responsible

Monitoring the status of human rights in South India

and interfacing with elected representatives comprise this

continuously and documenting the same.

thrust area.

Undertake advocacy for the victims of human rights violations

District Human Rights Centres have been constituted in

and obtain justice forthem.

five districts of the State of Karnataka.These centres are

Campaigning and lobbying on regional, national and

hosted by voluntary organizations functioning in each of the

international policy matters on Human Rights.

district headquarters.They replicate the work done by the

Campaigning for reforms in Law and implementation of

at the local level tb ensure speedy justice.The Bangalore

UN conventions and treaties on human rights.

team will intervene only if State-level advocacy or pressure

Maintain a Documentation Centre and disseminate information

is needed in the Capital.

Bangalore office and have been able to address several cases

civil society would be through
process of education, sensitisation

B

and intervention. Hence,



education and monitoring have

and other support services to human rights groups and

been identified as the main

activists.

Human Rights Clinics are conducted regularly once a
month in the slums with the objective of making free legal

Conduct fact-finding on incidents of human rights violations and

advice, specifically on human rights issues, available to a

programme thrusts.

The vision is to create a fearless

society where the rights of the
last and the least will be



hopes to make human rights a

household concept by adopting a
proactive stance on the

specific section of the Bangalore urban population. In the

Support the struggles for justice and the right to livelihood by

past year; over 61 complaints have been addressed to by a
team df three volunteer-lawyers.

people’s organizations of underprivileged sections.

respected without any kind of
bias.Towards this end, SICHREM

take follow-up action.

Human Rights HelpLine is a unique activity of SICHREM


Network with human rights groups and activists and explore
areas of mutual support and common action.

Core Activities

restoration of rights and by

Promotion of Human Rights through a 15-hour Certificate

advocating a rights-based value

progamme for college students and through workshops and

system. Though rooted in the

teaching seminars for young professionals and activists with a view

classical concept of civil and

to realise the vision of’making human rights a household concept.’
^Bnitoring of Human Rights violations through a carefully

political liberties, SICHREM
believes that the domain of

0

human rights extends to all
realms of the society to embrace

social, cultural, economic, civil and
.political rights. Thus, it consciously

researched and documented process involving fact-finding teams
followed by initiating redressal measures, especially with the help

of quasi-judicial agencies such as the National Human Rights
Commission. In this the media plays a crucial role to apply

takes a pro-poor, gender-sensitive

pressure on the authorities to take cognizance of the specific
violation and also in informing the public of the importance of

and pro-child stance.

the rule of law.

whereby the larger public can have access to seek legal
assistance.The help line is accessible on all weekday
afternoons and a volunteer-lawyer offers free legal

counseling on matters of human rights, oftentimes referring
the matter to appropriate authorities or other lawyers for
follow-up.

The Documentation Centre of the Cell has a well-

catalogued wealth of information covering a wide range of
human rights abuses, their remedies, legislations, judgements,

protocols and covenants. Several social activists Often use
the Centre for documentation on women’s rights, dalit
rights and child rights.

Networking for the eradication of child labour occupies a
central part of SICHREM’s activities. It hosts the Advocacy
Unit of the Campaign Against Child Labour in Karnataka,

and acts as a central reference point to over 300
organizations all over Karanataka on the issue of child
labour; their rehabilitation and restoration of their

fundamental right to childhood, as enshrined in the
UN Convention on the Rights of the Child (CRC).

SICHREM is


A pioneering human rights group



Uncompromising in its position on the supremacy ofthe

rule of law


Run entirely with the help of volunteers, with a minimum



Solely dependent on voluntary contributions from

number of paid staff

♦ Compiled a course curriculum on human rights for college
students and about 500 college students have been
awarded certificates in human rights education
* Filed and successfully fought public interest litigations on
child labour in silk industry in and around Bangalore

♦ Organised over 500 fact-finding missions concerning
various human rights violations so far
♦ Over 600 people have been reached out to through workshops
♦ Trained 200 teachers in 5 universities to conduct human
rights education.
In the run-up to its decade-long voluntary activism, SICHREM
invites you to join hands in the fight against injustice and
violation of human rights

well-wishers

You can support SICHREM's activities by

A Partial List of Achievements

• Choosing any of the gift options in the enclosed response sheet





Assisted the Labour Commission of Karnataka in

• Becoming a human rights defender

conducting the NHRC enquiry on bonded labour in
Koilegal taluk.

• Contributing voluntary time and skill
• Spreading the message of human rights

17 individual cases of human rights violations given
legal counsel

7> Vtokc

Rifktl

(South India Cell for Human Rights Education and Monitoring
Anjanappa Complex l/F, 35, Hennur Main Road
Lingarajapuram, Bangalore - 560 084
Telefax 080-25473922/25492856
E-mail: sichrem@satyam.net.in
SICHREM is a programme unit or Manasa Centre for Development and Social Action, a body registered
under the Karnataka Societies Registration Act 1960
All contributions should be drawn in favour of Manasa Centre for Development and Social Action and
are exempted under Sec. 80G of the Income Tax Act

MCC guideline

Annual Reports - Formats
Annual Reports can be vertical or horizontal in format.

Vertical

Open pages

Horizontal

Open pages

Note:
1 .Vertical reports are more common
2.Horizontal reports produce a more interesting inside page format with more 'spread' for information/
photographs/ charts.

Annual Report concept
Decide the following
Size
Horizontal/ Vertical

Column Structure

Font Family

A4/A5

MCC guideline
Size

A4/A5^

Number of pages

4________________________

Number of copies

___________________

Brief about the MCC training programme on Annual Reports that
build credibility:
It was a 2 days programme (19"' & 20,b July,07), held at Ashirwad, St.Mark’s Road,
Bangalore.

Faculties were:
1.
2.
3.
4.
5.

Nisha - Head of training
Ranjini - Manager
Sudha - who gave presentation on the studies on Building credibility
lysha - gave a presentation on Donor’s Database
- (CEO) of MCC spoke on how important it is to provide the financial
details in the Annual report and how short and understanding it should be for a lay
person.

A small talk abt the NGO’s:
1.
How do we come to know abt an NGO - thru papers, TV, handouts, protests, appeals,
any NGO staff, during calamities, need of personal help etc.
2.
Public opinion of NGO’s - what are their achievements, utilization of funds, what
kind of work they do, reaching out, it is profit making, NGO’s are sacrificial groups etc.
3.
NGO’s have low public opnion, Lack of Information, Variable standards, lack of
support.
Through our annual reports we can give more information about our activities and
achievements, financial details and also tell how we need public’s support towards
working for a good cause.

An Annual Report should be :
1. Communicative - It should be investing & concise
Its speaks about the work,
Achievements,
Future plans,
The impact of the work on an individual,society or environment, financial
situation (in an understandable manner)
e.
And also action oriented photos & captive headlines.
Decide the basics - Obtain AR copies from other orgns. for better ideas
a.
Decide on the size - ARs for wide scale distribution should be informative
and descriptive, yet brief.
b.
Think abt the format - Vertical reports are common, horizontal reports
provide more interesting spreads.

a.
b.
c.
d.

2.

3.

Highlight achievements - Contents arc:
a. Programme 1 - Major achievement
b. Programme 2 - Second achievement ( achievement during the year can be
highlighted & designed as a feature or headline to describe the activity)
c.
Mandatory content - Brief history, focus areas, mission, vision, list of
Board members

4.

Copy, finances and appeals - Illustrations, stories of change, interviews, &
profiles or direct quotes to the service and work. It enhances the report.
Present reader friendly financial information - Detailed statements are not
of interest to average donors
b. Design an appeal - Appeals should be included to reinforce the mind of
the reader that you require funds to continue the work.

a.

5.

Layout - Layouts are the key to readability
Layouts require u to think in terms of columns & placement of photos,
charts & graphics. You should fit your content into a well-planned layout
design.
b. A cover page determines whether your report will be read, lots of
attention to be paid on the design of the cover page. It is important to see
that it makes maximum impact with minimum pictures & stick to a single
concept or idea.

a.

6.

Get support - Identify a professional with advertising/ copy writing skills.
Identify a printer - First decide on the number of copies, paper, colours
etc,
b. Try to have your AR sponsored - The local banker could be our first
potential sponsor.

a.

The Importance of the Annual Report - It builds the organisation’s credibility, by
showing where funds come from and how they have been spent, an organisation can
establish credibility among the community it serves and among the general public.
It is a statutory requirement - The Income Tax Act requires all charitable organisations to
file its return of income along with the audit reports.

To whom should you send your AR? Estimate calculation figures - It is important to
establish a database of persons to whom the AR will be sent or distributed. Think about
who should receive the summary AR and the comprehensive AR, a list of persons &
numbers to be made : like Individuals & groups, Companies, Grant making agencies,
Govt., & reserve.

Content checklist for an AR

Organisational Info: Name, regn. Date/number, regn. Address, communication
add, Names & positions of governing body members, Summary of the history &
purpose for which the orgn. ws established.
2.
Programme Info: Objectives & summary of the main programmes and activities
during the year, statistics of performance/ coverage in terms of people or
geographical areas, Highlights of best activities, Good action photos (including 1
or 2 of our staff), Info on major changes or new activities & major plans for future
3.
Financial Info: Audited reports and their graphical presentation, Information of
the previous years accounts, Percentages for amounts (will help in better
understanding)
4. Other Info that can be included: Case studies/success stories/ testimonials or
how the orgn’s presence and work made a difference to an individual, family or
1.

r*

community. Comments from others, Quotes-preferably from grassroots level
workers or people who benefit from our work, Photocopies of press cuttings on
your orgn., Awards and recognition (if any) & Staff achievements.
5. Three must include: Thank you note, A geographical map/ instruction on how to
visit us and An appeal.

It should have interesting - Statement of work, Achievement & Story of
change.
a) Statement of work - A brief, clear and simple description of the
organisation's work (in less that 10 words)
b) Statement of Achievements - List the organisation's major achievements in
bullet points (which is measurable and varifiable, something to feel proud off,
shows impact on people's lives etc)
Achievements Vs Activities - for eg: 98 young people were provided vocational
training in hotel utility, cooking and tailoring (this is Activity)
25 of them set up their own business and 9 have found jobs (this is Achievement)
c) Story of change - A story about a person, family, a community or an aspect of
the environment that has undergone a positive change because of the
organisation's work in not more than 75 words.

Headlines, Captions, Blurbs and Basics of layout should be attractive:
A headline is a hook that draws the reader into the story without giving away all of the
subject matter:

There are boring headlines such as:
1.
3.

Fundraising news
Message from our Chairman
Report on our 5,h AGBM

4.
5.
6.

Study on Dams
Case study on Natural resource management
Newsletter etc....

2.

Attractive headlines may be like:
1.
Are you too busy to help street children? Sachin isn't
2.
Every ninth person in India is HIV positive
3.

4.

Don't condemn AIDS, Condom it
Make way while the sun shines etc....

In Conclusion: Things to remember when an AR is prepared The size of the AR, Titles, Headlines, captions and the layout - which will decide
whether the report is read or gathers dust.

MCC extra reading

Annual Reports for public distribution
A well-prepared and attractive (though not expensive) Annual Report,
circulated as widely as possible to friends, well-wishers and donors will help to
build your organisation's credibility.
An Annual Report identifies your organisation’s constitution, governing body
and objectives. It provides a brief review of activities and achievements for the
year and includes the main financial features.

An Annual Report can be compressed to two sides of A4. For larger
organisations it can go to four sides or even eight. However the shorter the
report, the more likely it is to be read. If confined to two sides of A4 it would
be suitable to be placed on the web. A4 folded, becomes A5. This is suitable
for wide-scale distribution. Use one or perhaps two colours.

Before starting to write, decide the size and number of pages. Plan for two or
three good photographs, work out the rough layout, then adjust the contents
guide below to suit the amount of information you will need.

Content guidelines^
Guidelines are sub-divided between Minimum norms and Desired norms. No
order to present the information is recommended - that is up to each
organisation to decide for itself. The content for the Minimum norms can be
reduced to two sides of A4; if the Desired information is included it would
probably require a minimum of 4 sides of A4. Some organisations will want to
produce one copy based on the minimum norms and keep it as short as
possible; others will want to produce a longer report of perhaps 8, 16, 32
pages. Some organisations will want to produce both types. It is up to the
organisation to finally decide on size, numbers to be printed and the amount
of creativity to be invested in the report.

Organisational information

Minimum norms
• Name of organisation, registration date and number (as applicable to
various Acts), registered address of the organisation and address for
communication if different to the registered address.
• Names of board members, role in the organisation (President, etc.)
• Names and addresses of main bankers, auditors
• Numbers of staff (full-time and part-time, male and female ratio, paid and
voluntary).
’Credibility Alliance sub-group on Annual Reports: 21-5-2002




Networks/ linkages with other organisations
Historical details - origins, brief history, vision, mission of the organisation

Desired norms
• Area of competency of board members, number of board meetings
attended in the year (to be indicated in brackets).
• Names of legal advisors (if applicable)
• Organisational structure or organogram
• Gender of Board members

Programme information

Minimum norms
• Objectives and descriptions of main activities undertaken during the year
including communities and beneficiaries served and areas of operation.
• Review of the progress and results achieved in the year (facts and figures
demonstrating achievement at local, state, regional, national and
international levels).
• Major plans for the future (if any).
• Information regarding internal or external evaluations/ audits conducted on
programmes (if any)
Desired norms
• A summary of the way the organisation operates, number and type of staff,
network/ linkages with other organisations, etc.

Financial information
Minimum norms
• Abridged Balance Sheet; and Income and Expenditure account. The report
should state which basis of accounting has been used (cash or accrual).
Information on previous year’s accounts to be presented. (See attached
recommended framework)
• Annual Report to be made available within eight months of end of the
fiscal year.

Desired norms
• Complete audited statement of accounts with schedules to be included in
Annual Report; or to be made available on request, or for a fee.
• Annual Report to be made available within three months of end of fiscal
year.
• Percentages to be mentioned next to said amounts in financial statements
and graphs and charts to facilitate easy understanding of information.
• Main financial and/ or physical achievements/ observations to be shown
separately as ‘performance highlights’
• Appeal to be included in the Annual Report to reinforce the point that the
organisation is looking for funds; also a statement of thanks to donors.

Governance-related information
Minimum norms The following to be disclosed as notes in the Annual Report





Total amount of remuneration and reimbursements to board members/
trustees and number of board members who receive remuneration from
the organisation
Gross remuneration (salary and benefits) of the CEO / Director.
Total cost of national and international air travel by all personnel (including
volunteers).

Desired norms
• Relationship between board members
• Gross remuneration of the three highest paid staff members and the
lowest paid member
• Distribution of staff according to salary levels
• Details on international travel, name of traveller, purpose, sponsorship
details, etc.
Other information^








Stories of change in Annual Reports give a personal touch and help the
reader understand the work your organisation is doing.
Statement of achievements/ list of your organisation’s major achievements
in bulleted points will summarise the significant accomplishments in the
previous year.
Say ‘Thank you’ to donors and well-wishers; donors of large amounts and
small and interesting visitors, may be mentioned by name. Possibly even
include a quotation from a donor's letter or remark from the visitors’ book.
An invitation to visit the agency can also be included. The most important
three words in your report could be ‘We welcome visitors.'
A geographical map of where your office is situated.

Distribution
It is most important to circulate your Annual Report information as widely as
possible. To help you build your database for circulation, see exercise on
'building your constituency.'

Conclusion
Take time and care to prepare an interesting and attractive Annual Report and
if you distribute it widely, it will help you to build your organisation’s credibility.
And please don’t forget to send a copy to MCC!

2MCC recommendations

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