Annual Reports

Services

One of the best storytelling opportunities of the year.

An annual report isn’t just a financial document—it’s one of the best storytelling opportunities a company gets all year. Done well, it builds trust and credibility with the people who matter most to your organization. Our strength is a storytelling approach, and we scale that approach to fit what’s desirable for your audience, feasible to produce, and viable for your organization to sustain.

Because of our integrated model, we bring an awareness of your organization’s goals that goes beyond the report itself. That means we don’t just document what happened this year; we build a report that reinforces trust across every initiative your stakeholders are invested in.

The success of an annual reports is also dependent on strong project management. We understand that every report moves through multiple internal stakeholders from communications, finance, and legal, to external auditors. We help you keep that process on track, mapping out production timelines accordingly and, when roadblocks come up (they always do), our strength is pivoting without sacrificing accuracy or quality.

We follow our 4D process: Discover, Define, Develop, and Deliver, scaled to what each client and report actually needs.

Discover

Before we write or design anything, we get clear on the parameters. What happened this year, what were the milestones? How does this year set you up for the next one? Who does this report need to speak to, and what format or channel will actually reach them? We’ll also audit what already exists, whether there’s content and data we can build from, or if we’re starting from scratch.
Define

This is where we set the strategy. We develop a theme or concept that carries your story, identifying what results and milestones help to build transparency and trust. Once that theme is set, we map out what content already exists, whether that’s material you provide directly, information we help develop, or a mix of both. From there, we pinpoint which stories still need to be told and who we need to talk to to tell them.
Develop

This is where the report takes shape, often split into two tracks depending on what you need. For clients that want us to lead content development end to end, we work with your team to identify the right stakeholders to interview to gather the information the report needs, though not every report calls for full content development. On the visual side, we develop design concepts and art direct photography and/or illustration that bring the theme to life.
Deliver

We manage final production, whether print or digital, working directly with printers, developers, and mailing houses to quality-check the report before it ships. We align our internal timeline with your deadlines and the realities of production, so nothing gets missed.

Annual Reports

One of the best storytelling opportunities of the year.

Talk to our strategists about your annual report.