Revisit Reporting

Reporting is often our field’s first (and sometimes only) opportunity to explore the space between what we hoped for and what actually happened. Almost every grantmaker requires reports from grantees, but we often do very little with the information we receive. Too often, funders are missing the connections, lessons, and relationships that grant reporting could and should be making.

Whether reports are used for simple accountability purposes, to have good stories for the board, to build a relationship with the grantee, to make future funding or strategy decisions, or to build a field, the questions we ask should be purposeful – and the information should be used!

During the webinar, presenters share findings from field research about the current state of reporting practices. Viewers will review a framework for decision-making about reporting requirements and hear real-world stories of reporting processes that are innovative, streamlined, and purposeful for grantees and grantmakers.

Viewers will:

  • Learn the purposes of reporting across the philanthropic sector
  • Hear about data on reporting purposes, best practices, and costs
  • Review strategies and examples for making reporting meaningful and streamlined, for both grantees and grantmakers

Original air date: April 26, 2018

Jessica Bearman

Principal

Bearman Consulting

JESSICA BEARMAN (Bearman Consulting) works with foundations and other mission-based organizations, focusing on organization development, facilitation, planning, and project R&D to help them become more intentional, effective, and responsive to communities. 

Jessica has been the lead consultant to PEAK Grantmaking’s Project Streamline since its inception, helping grantmakers to understand and minimize the burden of their application and reporting practices.Prior to her work in philanthropy, Jessica spent nine years in the nonprofit sector, where she experienced plenty of mystifying requirements. She has a Masters in Organization Development from American University/National Training Laboratory. Jessica loves living on an organic farm in Idaho with her husband, two wild boys, forty philosophical chickens, and thousands of industrious bees.

Elizabeth Myrick

Principal

Elizabeth Myrick + Associates

Elizabeth Myrick is an independent consultant with nearly 20 years of experience in the nonprofit and philanthropic sector. Her work focuses on leadership and organizational strategy.

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PEAK Insight Journal issue on reporting