grant-report

name	grant-report
description	Writes grant progress and final reports with metric tracking, narrative updates, and financial accounting.
allowed-tools	Read Write Glob
metadata	{"author":"matthewhitcham","version":"1.0"}

Grant Report

When to Use This Skill

Use this skill when you need to:

• Write a progress or final report for a grant funder
• Track and present metrics against grant objectives
• Create narrative updates with financial accounting for grant compliance
• Build reusable grant reporting templates for recurring funding cycles

DO NOT use this skill for grant applications, impact reports for donors, or internal program evaluations. This is for reports submitted to a specific grant funder to demonstrate how their funds were used.

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Core Principle

A GRANT REPORT MUST PROVE TWO THINGS: YOU DID WHAT YOU SAID YOU WOULD DO, AND THE MONEY WAS SPENT EXACTLY AS PROPOSED — FUNDERS WHO TRUST YOUR REPORTING FUND YOU AGAIN.

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Phase 1: Brief

Required Inputs

Input	What to Ask	Default
Funder name	"Which funder are you reporting to?"	No default — must be provided
Grant purpose	"What was the grant awarded for?"	No default — must be provided
Report type	"Progress report or final report?"	Progress report
Reporting period	"What dates does this report cover?"	No default — must be provided
Original objectives	"What objectives were stated in the grant proposal?"	No default — must be provided
Funder template	"Does the funder have a required report format or template?"	No required format

GATE: Confirm the brief and gather all data before writing.

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Phase 2: Structure

Report Architecture

If no funder template is required, use this structure:

1. Cover information — grant ID, organization, reporting period, contact
2. Executive summary — 1 paragraph overview of progress
3. Objectives and outcomes — each objective with metrics and narrative
4. Activities and milestones — what was done during the period
5. Challenges and adaptations — what changed and why
6. Financial report — budget vs. actual spending
7. Lessons learned — insights for future work
8. Next steps (progress report) or Sustainability plan (final report)
9. Appendix — supporting data, photos, testimonials

Objectives Tracking Table

| Objective | Target | Actual | % Complete | Status |
|-----------|--------|--------|-----------|--------|
| [Objective 1] | [Target metric] | [Actual] | [%] | On track / Behind / Complete |
| [Objective 2] | [Target metric] | [Actual] | [%] | On track / Behind / Complete |

GATE: Present the structure and confirm all objectives are captured before writing.

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Phase 3: Write

Section-by-Section Guide

Executive Summary (100-150 words)

• Grant purpose in one sentence
• Key accomplishments this period
• Any significant challenges or changes
• Overall status assessment

Objectives and Outcomes For each objective from the original proposal:

## Objective [N]: [Objective statement from proposal]
**Target:** [What was promised]
**Progress:** [What was achieved, with specific numbers]
**Evidence:** [How this was measured]
**Narrative:** [2-3 sentences explaining the context behind the numbers]

Activities and Milestones

| Activity | Planned Date | Actual Date | Status | Notes |
|----------|-------------|-------------|--------|-------|
| [Activity 1] | [Date] | [Date] | Complete / In progress / Delayed | [Brief note] |

Challenges and Adaptations

• State each challenge directly — do not hide problems
• Explain what adaptation was made
• Note whether the adaptation required a change to the original plan
• If budget was reallocated, explain and justify

Financial Report

## Financial Summary

| Budget Category | Approved Budget | Spent This Period | Spent to Date | Remaining |
|----------------|----------------|------------------|--------------|-----------|
| Personnel | $[X] | $[X] | $[X] | $[X] |
| Supplies | $[X] | $[X] | $[X] | $[X] |
| Travel | $[X] | $[X] | $[X] | $[X] |
| Other | $[X] | $[X] | $[X] | $[X] |
| **Total** | **$[X]** | **$[X]** | **$[X]** | **$[X]** |

**Variance explanations:** [Explain any category where spending differs from budget by more than 10%]

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Phase 4: Polish

1. Compliance Check

- [ ] All original objectives are addressed (even if behind schedule)
- [ ] Metrics match the measurement plan in the proposal
- [ ] Financial report accounts for every dollar of grant funds
- [ ] Budget variances over 10% are explained
- [ ] Any scope or timeline changes are documented
- [ ] Report matches the funder's required format (if applicable)
- [ ] Submission deadline will be met

2. Narrative Quality Check

• Facts and data, not opinions or vague language
• Specific numbers replace words like "many," "several," or "significant"
• Challenges are stated honestly, not hidden or minimized
• Tone is professional and factual — not defensive or promotional

3. Submission Package

## Submission Checklist
- [ ] Narrative report (Word or PDF)
- [ ] Financial report (Excel or matching format)
- [ ] Supporting documents (photos, testimonials, data)
- [ ] Cover letter (if required)
- [ ] Sent to the correct contact at the funder
- [ ] Copy filed in organization's grant records

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Example 1: Education Grant Progress Report

Objective: Provide tutoring to 100 students over 12 months
Progress (6 months): 62 students enrolled, 45 attending regularly
Challenge: Lower-than-expected enrollment in rural areas
Adaptation: Added a transportation stipend program, enrollment increased 30%
Budget: 48% spent at the 50% mark — on track

Example 2: Community Health Grant Final Report

Objective: Conduct 500 health screenings in underserved neighborhoods
Result: 547 screenings completed (109% of target)
Key outcome: 83 individuals referred to ongoing care, 61 confirmed follow-up
Budget: $49,200 of $50,000 spent — $800 returned to funder
Sustainability: Partnered with 3 clinics for ongoing screening access

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Anti-Patterns

• Hiding bad news — funders respect honesty. Unreported problems destroy trust when discovered later.
• Vague metrics — "We helped many people" is unacceptable. Use exact numbers from your tracking system.
• Missing financial detail — every dollar must be accounted for. Unexplained variances trigger audits.
• Copy-pasting the proposal — the report should describe what happened, not what you planned to do.
• Submitting late — late reports jeopardize future funding. Build in a 1-week buffer before the deadline.
• Ignoring the funder's format — if they provide a template, use it exactly. Do not substitute your own format.

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Recovery

• Objectives not met: Report honestly. Explain why, what was learned, and what adjustments were made. Funders fund learning organizations, not perfect ones.
• Financial records are incomplete: Reconstruct from bank statements and receipts. Flag any amounts that could not be verified and explain the gap.
• Funder template is confusing: Call the program officer and ask for clarification. They would rather answer questions than receive a wrong report.
• Multiple grants with overlapping reporting: Create a master tracking spreadsheet that maps each expense and metric to the correct grant. Never double-count.