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Reporting to Esm茅e | Esm茅e Fairbairn Foundation
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0h373v450H0z"></path> </defs> <g fill="none" fill-rule="evenodd"> <mask id="b" fill="#fff"> <use xlink:href="#a"/> </mask> <circle cx="174" cy="-50" r="199" fill="#E9EAE9" mask="url(#b)" opacity=".35"/> </g> </svg> </div> <div class="hero__circles--left-bottom"> <svg aria-hidden="true" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewbox="0 0 268 450"> <defs> <path id="c" d="M0 0h373v450H0z"></path> </defs> <g fill="none" fill-rule="evenodd"> <mask id="d" fill="#fff"> <use xlink:href="#c"/> </mask> <circle cx="194" cy="212" r="46" fill="#E9EAE9" mask="url(#d)" opacity=".35"/> <circle cx="43.5" cy="319.5" r="153.5" fill="#E9EAE9" mask="url(#d)" opacity=".35"/> </g> </svg> </div> <div class="hero__circles--right"> <svg aria-hidden="true" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewbox="0 0 478 437"> <defs> <path id="e" d="M0 0h479v437H0z"></path> </defs> <g fill="none" fill-rule="evenodd"> <mask id="f" fill="#fff"> <use xlink:href="#e"/> </mask> <circle cx="311" cy="126" r="311" fill="#E9EAE9" opacity=".35"/> </g> </svg> </div> <div class="hero__content"> <span class="eyebrow">Our Support</span> <h1>Grant reporting</h1> </div> </header> <div class="hero__image_reading-time"> </div> <div class="hero__image_credit"><div class="rich-text"><p data-block-key="yso5s">The Clore Social Leadership Programme</p></div></div> <main> <article class="article-page__body"> <div class="article-page__intro"> <p data-block-key="52bm0">Reporting to Esm茅e should be easy for you and valuable for both of us. We will only ask for information we need and use. We will give feedback and follow the <a href="https://www.ivar.org.uk/publication/open-and-trusting-reporting/">principles for better reporting</a>.</p> </div> <div class="rich-text"><h3 data-block-key="fd0xj"><b>Our approach to reporting</b></h3><p data-block-key="9a0ha">We use progress reports to find out how the work we are funding is going and understand how it's making progress towards our impact goals.</p><p data-block-key="e5wgr">The reports also help us to decide what more we could do to increase the impact of your work, whether there are connections we should make with the rest of our work, and how we can improve our support in future.</p></div> <div class="definition-list"> <dl> <dt>Outcomes</dt> <dd><div class="rich-text"><ul><li data-block-key="pdluo">When you apply for funding, we'll ask you to tell us the outcomes you hope our support can contribute to.</li><li data-block-key="kj8ss">We will discuss how these outcomes map to our impact goals, and mutually agree outcomes and indicators of progress for you to report on during the course of the grant.</li><li data-block-key="vsdm4">We expect these to change! Especially if you are co-creating work with communities.</li><li data-block-key="0h4iz">You can read more about what we mean by <a href="/our-support/grants/outcomes-and-indicators/">outcomes and indicators here</a>.</li></ul></div></dd> <dt>Reports</dt> <dd><div class="rich-text"><ul><li data-block-key="xpbjc">Following IVAR鈥檚 <a href="https://www.ivar.org.uk/better-reporting/">principles of better reporting</a>, we encourage you to submit a report you're already producing. This could be an Impact Report, a report for your trustee board, a progress report you鈥檝e written for another funder, or your Annual Report.</li><li data-block-key="qt3r2">We made this change in October 2020 and it applies to everyone with an active grant.</li><li data-block-key="agcsa">Ideally this report will cover your progress towards the agreed outcomes for the work, and make reference to the agreed indicators, but if we need more information, we can give you a call.</li><li data-block-key="0fxnl">If you don鈥檛 already have another report you can use our short progress report template.</li><li data-block-key="68imu">We don鈥檛 just want to hear about your successes. We want to know when things don鈥檛 work out; why they don鈥檛 go well; and how you learn from it and use that knowledge to move forward.</li><li data-block-key="oss7n">How openly you report to us, and how you learn聽and change over the course of our grant, can be key to a further grant.聽聽</li></ul></div></dd> <dt>Learning conversations</dt> <dd><div class="rich-text"><ul><li data-block-key="1xjbw">We hold mid-grant and end-of-grant learning conversations with you to reflect on the progress of the work, key changes in the context for it, and what more we could do to ensure the work contributes to our impact goals.</li><li data-block-key="cxl6d">We will use what we learn to inform our strategy, as well as share with our sectors through our <a href="/our-aims/learning-and-insights/">Insights Reports</a>.</li></ul></div></dd> <dt>Changes to your work</dt> <dd><div class="rich-text"><ul><li data-block-key="s9107">We are a flexible funder, but as a charity ourselves we must keep track of material changes to the grant-funded work, or serious incidents that should be reported the Charity Commission.</li><li data-block-key="ony3d">This means you must tell your聽Funding Manager about any significant changes to the grant so that they can discuss and agree to your future plans.</li><li data-block-key="mxtvx">An explanation of what we consider to be "material changes" in points 4, 5 and 6 of our <a href="/our-support/grants/terms-conditions/">Terms and Conditions</a>.</li></ul></div></dd> </dl> </div> <div class="definition-list"> <h2 class="definition-list__title">How reporting works</h2> <dl> <dt>For most grants</dt> <dd><div class="rich-text"><ul><li data-block-key="j7p0l">Annual progress reports, to be submitted one month before each grant payment is needed, and when the grant is finished.</li><li data-block-key="e68ig">You can submit a report you're already producing (an Impact Report, a report for your trustee board, a progress report you鈥檝e written for another funder, or your Annual Report). If you don鈥檛 already have another report you can use our short progress report template.</li><li data-block-key="u85ab">Ideally your report will cover your progress towards the <a href="/our-support/grants/outcomes-and-indicators/">agreed outcomes</a> for the work, and make reference to the agreed indicators, but if we need more information, we can give you a call.</li><li data-block-key="tkx9n">We鈥檒l send you an email 8 weeks before each report is due, with a unique link to upload to our system.</li><li data-block-key="iybzo">Once we鈥檝e received your report, we will review it within a month and give you feedback.</li><li data-block-key="x7aoz">We鈥檒l hold mid-grant, and end-of-grant, learning conversations to reflect on progress, and find out what more Esm茅e can do to increase the impact of the work.</li></ul><p data-block-key="uc0nr"><a href="/documents/34/Esmee_Progress_Report_Template_2021.docx"><b>Download the progress report template</b></a><b>.</b></p></div></dd> <dt>For some large grants, and social investments</dt> <dd><div class="rich-text"><p data-block-key="l4g64">For some large grants where we will be involved in the work and meet regularly, and for all social investments, we will agree an approach to reporting at the beginning of the relationship that fits in with your existing plans and reporting to other funders and investors. We won鈥檛 ask for any additional reporting.</p></div></dd> <dt>For small, project grants</dt> <dd><div class="rich-text"><p data-block-key="uc1cs">For some small project grants, we won鈥檛 ask for any reporting but will just have an end of grant learning conversation instead.</p></div></dd> </dl> </div> </article> <div class="section-intro bg-grey"> <div class="contained-width"> <div class="section-intro__content"> <h2>Learn more</h2> <div class="rich-text"></div> </div> </div> </div> <div class="news-list"> <div class="contained-width"> <ul class="news-list__items list--three-col"> <li class="news-list__item"> <a href="/our-support/grants/terms-conditions/" class="news-list__thumbnail"><img alt="The Community Farm" height="250" src="https://esmeefairbairn.ams3.cdn.digitaloceanspaces.com/media/images/The_Community_Farm-1_-_Harriet_Ric.2e16d0ba.fill-415x250.jpg" width="415"></a> <div class="news-list__text"> <h3 class="news-list__item-title">Terms & Conditions</h3> <p>Information on the general Terms & Conditions for organisations who accept a grant from the Esm茅e Fairbairn Foundation.</p> <a href="/our-support/grants/terms-conditions/" class="cta--pink">Read more</a> </div> </li> <li class="news-list__item"> <a href="/our-support/grants/outcomes-and-indicators/" class="news-list__thumbnail"><img alt="Terms_Conditions_thumb.jpg" height="250" src="https://esmeefairbairn.ams3.cdn.digitaloceanspaces.com/media/images/Terms_Conditions_thumb.2e16d0ba.fill-415x250.jpg" width="415"></a> <div class="news-list__text"> <h3 class="news-list__item-title">Outcomes and indicators</h3> <p>We ask applicants to identify the key outcomes they seek to achieve as a result of the work that we fund as well as the indicators they will use to monitor progress.</p> <a href="/our-support/grants/outcomes-and-indicators/" class="cta--pink">Read more</a> </div> </li> <li class="news-list__item"> <a href="/our-support/" class="news-list__thumbnail"><img alt="Participatory City" height="250" src="https://esmeefairbairn.ams3.cdn.digitaloceanspaces.com/media/images/Participatory-City_1.2e16d0ba.fill-415x250.jpg" width="415"></a> <div class="news-list__text"> <h3 class="news-list__item-title">Our support</h3> <p>Working in collaboration with others, we use all our tools to achieve our shared goals and to effect broader change. Learn more about our range of tools and support.</p> <a href="/our-support/" class="cta--pink">Read more</a> </div> </li> </ul> </div> </div> </main> </div> <footer class="footer"> <div class="footer__section"> <a href="/" aria-label="Home"> <svg xmlns="http://www.w3.org/2000/svg" width="137" height="71" aria-hidden="true"> <g fill="none"> <path fill="#EA5892" d="M.31712963 19.8523148c0-10.78240739 8.68935185-19.47175924 19.47175927-19.47175924 10.7824074 0 19.4717592 8.68935185 19.4717592 19.47175924 0 7.9916667-4.8203703 14.8416667-11.7337962 17.8861111V20.9939815h2.7907407l.9513889-2.600463h-3.8055556v-2.4101852c0-3.361574 1.3953704-4.8837963 4.3763889-4.8837963.5708333 0 1.0148148.063426 1.5222222.2537037V8.11851852c-2.9175926-.76111111-5.1375-.31712963-6.9768518 1.39537037C24.9263889 10.9092593 23.975 12.6217593 23.975 16.4273148v1.9662037h-1.5222222l-.9513889 2.600463H23.975v17.8861111c-1.3953704.3171296-2.7907407.4439815-4.312963.4439815-10.65555552 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