# Annual Report Summary Template, Free Source: https://nerix.ai/templates/annual-report-summary Sum up the year in plain words: results, money, people, risks and what comes next. Before you send it 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. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/annual-report-summary) ### Northfield Cooperative annual report summary **Financial year:** 1 January to 31 December 2028 **Written by:** Maria Costa, General Manager ## A message from the leader 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 Opened the Eastside shop in April Reached 4,200 members, up 18 percent Cut energy use by 12 percent ## Results against goals 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 Revenue 2.55 million (2027: 2.1 million) Operating profit 190,000 (2027: 140,000) Cash at year end 410,000 Borrowing 300,000 These figures summarise the organisation's accounts. The full accounts are the official record. ## People and culture 38 employees at year end (2027: 29). Staff turnover 9 percent. 14 people completed training. ## Customers, members and community Donated 1,500 meals to the local food bank and ran six free workshops. ## Risks and challenges Rising supplier prices Dependence on two large suppliers Rent increase at the main shop in 2030 ## Priorities for next year Open a third shop by September Start an online order service Raise staff pay in line with prices To our staff, members and suppliers for a great year. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Plans and reports ## What this template is for An annual report summary for owners, members or staff. Cover the year's results, finances, people, customers, risks and priorities for next year. Word or PDF. 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](https://nerix.ai/templates/plans-reports) Plans and reports ## What you fill in The form asks for 12 details. The document fills itself in as you type. - ### 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. Plans and reports ## What is inside The parts of this document, in order. - 1 A message from the leader - 2 Highlights of the year - 3 Results against goals - 4 Financial summary - 5 People and culture - 6 Customers, members and community - 7 Risks and challenges - 8 Priorities for next year Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=annual-report-summary) ### Was this template helpful? Plans and reports ## Questions people ask ### 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. Templates ## More in Plans and reports - [Annual operating plan Turn the year's strategy into priorities, quarterly targets, budget, people and risks. Plans and reports Premium, €4.99](https://nerix.ai/templates/annual-operating-plan) - [Board report Give the board one clear report: how the business is doing, the risks, and what you need them to decide. Plans and reports](https://nerix.ai/templates/board-report) - [Business plan Show what you sell, to whom, how you earn money and what you need, in a plan a bank or partner can read. Plans and reports Premium, €4.99](https://nerix.ai/templates/business-plan) - [ESG report summary Summarise your environmental, social and governance results for the year, with targets and next steps. Plans and reports](https://nerix.ai/templates/esg-report-summary) - [Event run sheet Run the day on one page: a timed schedule, who is responsible, contacts and what to do if things go wrong. Plans and reports](https://nerix.ai/templates/event-run-sheet) - [Grant application Apply for a grant with a clear need, plan, budget, expected results and way to report back. Plans and reports](https://nerix.ai/templates/grant-application) [See all Plans and reports templates](https://nerix.ai/templates/plans-reports) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Plans and reports](https://nerix.ai/templates/plans-reports)