> A project year from kick-off to the final report: activities, monitoring, interim report to donors, evaluation and lessons learned.

Source: https://contals.com/en/templates/donor-reporting-project/  
Language: en

# Project with donor reporting

A project year from kick-off to the final report: activities, monitoring, interim report to donors, evaluation and lessons learned.

NGOs and charities

-   5 lists
-   10 cards
-   4 checklist items

 [Use this template](https://app.contals.com/templates/use/projektzyklus)  [Contals for NGOs and charities](https://contals.com/en/for/nonprofits/) 

Opens Contals: you choose the workspace, the date and the language, then the board is yours.

Project with donor reporting

### Start

-   Team
    
    Kick-off with the project team
    
    on the start date
    
-   Activity
    
    Activity plan and milestones
    
    7 days after the start
    
-   Risk
    
    Risks and mitigation
    
    2 weeks after the start
    

### Implementation

-   Activity
    
    Activity 1: run the training sessions
    
    60 days after the start
    
-   Activity
    
    Activity 2: distribute materials
    
    120 days after the start
    
-   Monitoring
    
    Monthly indicator monitoring
    
    30 days after the start
    

### Reports

-   Donors
    
    Interim report to donors
    
    180 days after the start
    
    Checklist: Report (4)
    
    -   Analyse the indicators
    -   Financial report
    -   Stories and photos (with consent)
    -   Sign-off by management
    
-   Monitoring
    
    Commission the external evaluation
    
    270 days after the start
    
-   Donors
    
    Final report
    
    50 weeks after the start
    

### Learning

-   Team
    
    Record lessons for the next project
    
    360 days after the start
    

### Done

Video: on a template, the date of the event moves two months later – every due date of the preview counts back from it.

Dates count back

## What is on the board

Every list and card the template creates. Labels, dates and checklists come with them; nothing is assigned to anyone yet. Due dates count from a start date, which you pick when you create the board.

### Labels

-   Activity
-   Monitoring
-   Donors
-   Team
-   Risk

### Custom fields

-   Owner
-   Phase: Planning, Implementation, Closing

### Power-Ups switched on

-    [Due dates](https://contals.com/en/power-ups/#due-dates) 
-    [Calendar](https://contals.com/en/power-ups/#calendar) 
-    [Dashboard](https://contals.com/en/power-ups/#dashboard) 
-    [Automation](https://contals.com/en/power-ups/#automation) 

Automation: cards moved to the last list are marked done.

## More templates like this

 [All templates – More templates like this](https://contals.com/en/templates/) 

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    5 lists · 11 cards