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Grant progress report

A general progress report for a funder: planned versus done, outputs, spending, changes and next steps.

A starting draft, not legal advice. Have your attorney or agency review before use.

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Rules on this topic differ by state. Check your state's law before you use this template.

This is a general format written by us. If your funder gives you its own report form, use the funder's form and copy in what fits from here.

Progress Report: [Grant name]

  • Grantee: [District name]
  • Funder: [Funder name]
  • Agreement number: [Agreement number]
  • Reporting period: [Reporting period]
  • Contact: [Contact name], [Contact email]

1. Summary

In three to five sentences, say what the project is for, what [District name] did during [Reporting period], and whether the project is on schedule.

2. Planned work and what got done

List each task from the grant's scope of work, in the same order, and say where it stands.

  1. Task: ____________________ Planned: ________ Done this period: ________ Status: ________
  2. Task: ____________________ Planned: ________ Done this period: ________ Status: ________
  3. Task: ____________________ Planned: ________ Done this period: ________ Status: ________

3. Outputs and results

Report the measures the agreement names, using your own records. Do not estimate where you can count.

  • Practices installed or contracts signed: ______
  • Acres, feet or sites treated: ______
  • Landowners or participants reached: ______
  • Events held and attendance: ______
  • Other measures in the agreement: ______

4. Budget status

  • Total award: $______
  • Spent this period: $______
  • Spent to date: $______
  • Match or in-kind provided to date: $______
  • Remaining balance: $______

5. Problems, delays and changes

Describe anything that slowed the work or changed the plan, what the district is doing about it, and any change that needs the funder's written consent.

6. Partners and landowners

Name the partners who helped during [Reporting period] and what each one did. Describe how landowners took part, without sharing private details the agreement does not ask for.

7. Plan for the next period

List the main tasks planned for the next reporting period and any help needed from [Funder name].

8. Attachments

  • Financial detail or expense ledger for the period
  • Photos of completed work, with dates and locations
  • Maps or site lists, if the agreement asks for them
  • Outreach materials or sign-in sheets
  • Any form the funder requires with this report

Submitted by

To the best of our knowledge, the information in this report is accurate and matches the district's records.

[Contact name], for [District name]

Date

A starting draft, not legal advice. Have your attorney or agency review before use.

Want it in Word? The Complete Kit has every template as an editable .docx file.

Related public resources

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