1. Course Overview

Smaller organisations face growing demands for financial, sustainability, governance, donor, and impact reporting—often with limited resources and capacity.

This practical course helps participants simplify reporting, reduce duplication, strengthen governance, and build efficient systems that support better decision-making. The course provides practical tools, templates, and workflows that can be applied immediately.

Participants will learn how to:
• Identify what reporting is necessary
• Reduce duplication and unnecessary disclosures
• Integrate financial, sustainability, and impact reporting
• Build efficient reporting workflows
• Strengthen governance and oversight
• Develop a practical, low-burden reporting system

Designed for non-technical participants, the course prioritises clarity, usability, and implementation.

2. Learning Outcomes

By the end of this course, participants will be able to:
• Apply materiality to reduce reporting burden
• Integrate multiple reporting requirements into a coherent framework
• Improve audit readiness and evidence management
• Design practical reporting workflows and processes
• Use templates and tools to standardise reporting
• Develop a 12-month reporting improvement roadmap

3. Course Structure

The course consists of four practical modules that progressively build a simplified and integrated reporting system.

Module 1: Understanding Reporting Requirements

Identify reporting obligations, reduce duplication, and focus on what matters most.
Output: Streamlined reporting inventory.

Module 2: Simplifying and Integrating Reporting

Align financial, sustainability, and impact reporting into a unified framework.
Output: Integrated reporting framework.

Module 3: Strengthening Governance and Accountability

Clarify responsibilities, strengthen oversight, and improve audit readiness.
Output: Reporting governance framework.

Module 4: Building a Practical Reporting System

Develop workflows, templates, and a 12-month implementation roadmap.
Output: Practical reporting system and roadmap.

Key Topics Covered

• Reporting requirements and stakeholder expectations
• Materiality and reporting simplification
• Integrated financial and sustainability reporting
• Governance, accountability, and audit readiness
• Reporting workflows, templates, and calendars
• Implementation planning and continuous improvement

This Course Is

• Practical and implementation-focused
• Designed for non-technical participants
• Built around tools and templates
• Focused on reducing reporting burden and improving decision-making

Course Format

• Delivery Mode: Online, self-paced learning
• Duration: Approximately 3 hours
• Assessment: Self-assessed activities and practical exercises
• Learning Approach: Masterclass-style learning with practical tools and templates
• Certification: Certificate of Completion issued upon successful completion