Annual report summary

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Plans and reports templates

• Organisation

  For example: Northfield Cooperative

• Financial year

  For example: 1 January to 31 December 2028

• Written by

  For example: Maria Costa, General Manager

• Message from the leader

  For example: 2028 was a year of steady growth. We opened our second shop, kept every customer promise and ended the year in a stronger position.

• Highlights of the year

  One highlight per line.

  For example: Opened the Eastside shop in April Reached 4,200 members, up 18 percent Cut energy use by 12 percent

• Results against goals

  For example: Sales target 2.4 million: reached 2.55 million New members target 500: reached 640 Customer satisfaction target 90 percent: reached 88 percent

• Financial summary

  Use figures from the accounts and give last year for comparison. Say what currency.

  For example: Revenue 2.55 million (2027: 2.1 million) Operating profit 190,000 (2027: 140,000) Cash at year end 410,000 Borrowing 300,000

• People and culture

  For example: 38 employees at year end (2027: 29). Staff turnover 9 percent. 14 people completed training.

• Customers, members or community (optional)optional

  For example: Donated 1,500 meals to the local food bank and ran six free workshops.

• Main risks and challenges

  For example: Rising supplier prices Dependence on two large suppliers Rent increase at the main shop in 2030

• Priorities for next year

  For example: Open a third shop by September Start an online order service Raise staff pay in line with prices

• Thanks (optional)optional

  For example: To our staff, members and suppliers for a great year.

1. 1A message from the leader
2. 2Highlights of the year
3. 3Results against goals
4. 4Financial summary
5. 5People and culture
6. 6Customers, members and community
7. 7Risks and challenges
8. 8Priorities for next year

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 12 details, starting with Organisation, Financial year, Written by, Message from the leader, Highlights of the year. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

This is a summary for readers, not the statutory accounts. Companies, charities and listed businesses often must file audited reports in a set form. Check what applies to you.

Are these planning templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

How long should a business plan be?

As short as it can be while it says what you sell, to whom, how you earn money and what you need. Ten pages is plenty for most small businesses.

Will a plan get me funding?

It cannot promise that. A clear plan helps a bank or an investor understand you, and they decide by their own rules.

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