Donor Progress Update Kit / Action kit
Donor update writing & evidence template
Explain what happened, how resources were used, and what remains without overstating impact.
Made for small nonprofits reporting project progress.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
- FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
- To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
- LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
- SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
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The task
What you'll make
A donor update separating completed activity, observed outcomes, and next steps.
Gather before you start
- Reporting period
- Activity records
- Approved stories
Mark missing information so you can check it before using your work.
When to skip this kit
- You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
- You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
- You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
- 01Reporting facts
- 02Outcome boundaries
- 03Human example
- 04Resource explanation
- 05Next steps
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
The update distinguishes activities, observed outcomes, and longer-term impact that has not been measured.
Before you finish
Check this before you use it
A moving story implies an impact the records cannot establish.
State what is known and get appropriate permission for identifiable stories.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Start with worksheet one
Reporting facts
Jump to a section
Worksheet 1 of 5. Reporting facts Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Instructions
Gather period, activities, participation, costs, and evidence from reliable records.
Worked example, fictional
Context: A reading program reports a term of activities to supporters. Completed response: Program delivered eight sessions with attendance recorded per session.
Your decision
What occurred during this reporting period? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Outcome boundaries.
Before you start
- Reporting period: [Source or notes]
- Activity records: [Source or notes]
- Approved stories: [Source or notes]
What you will make
A donor update separating completed activity, observed outcomes, and next steps.
View plain worksheet text
Worksheet 1 of 5. Reporting facts
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Gather period, activities, participation, costs, and evidence from reliable records.
Worked example, fictional
Context: A reading program reports a term of activities to supporters.
Completed response: Program delivered eight sessions with attendance recorded per session.
Your decision
What occurred during this reporting period?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Outcome boundaries.
Before you start
- Reporting period: [Source or notes]
- Activity records: [Source or notes]
- Approved stories: [Source or notes]
What you will make
A donor update separating completed activity, observed outcomes, and next steps.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Before you choose
What should I have ready for this kit?
Bring reporting period, activity records, approved stories. Mark anything you still need to check.
How do I know the work is finished?
A donor update separating completed activity, observed outcomes, and next steps. Check your answers against the original records and note anything unresolved before sharing your work.
Does it include a spreadsheet or native app template?
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.