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
Opens Contals: you choose the workspace, the date and the language, then the board is yours.
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
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
Automation: cards moved to the last list are marked done.
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5 lists · 11 cards