AI capability portfolio · Admin & reporting
We build your organisation's own "master facts" document and a set of templates for grant applications, funder reporting, board papers, meeting summaries and routine correspondence — so the same facts don't get retyped, reworded and re-checked every single time.
ONE SOURCE, MANY DOCUMENTS
The problem
Reporting and admin is the single biggest time drain for most small organisations — and most of it is the same core information about your work, your outcomes and your finances, retyped into a different format for every funder, every meeting, every request.
The same outcomes get rewritten in a slightly different format for every application and report.
Without a template, the same structure gets rebuilt every meeting instead of just being filled in.
Without one source of truth, different documents quietly end up saying slightly different things.
What's included
PART ONE — THE MASTER FACTS DOCUMENT
Mission, programmes, outcomes, key figures and history — captured once, kept current, and used as the source for everything else.
PART TWO — THE TEMPLATES
Drafts built from your master facts, ready to adapt for each funder's specific format.
Consistent structures for routine papers and summaries, so the format is never the hard part.
How it works
A working session to pull together everything that currently lives scattered across old reports, spreadsheets and inboxes.
Everything consolidated into one clear, current, single source of truth.
Grant, reporting, board paper and correspondence templates, built from the master document.
Hands-on practice with your own staff, so the toolkit is actually used once we've stepped back.
Who it's for
The people who end up owning most of the reporting load, whatever their actual job title says.
Small teams juggling funder relationships alongside everything else on their plate.
Anyone drafting the same financial narrative into a different board paper every month.
Teams reporting to several funders on different cycles from the same underlying work.
Let's talk
We'll look at what you're already reporting and where a master document could save the most time.