Skip to content
Gallery
Team Hub
Share
Explore
Sunday email

Untitled page

Based on the references provided and your request, here's a guide on how to create a benefactor business review update with visuals. This guide is divided into sections that align with a typical benefactor business review report and include suggestions for visuals that can accompany each section.
### I. Executive Summary
This part provides a concise summary of the entire report, focusing on the key points such as the overall performance of the benefactor's contribution to the business, significant changes, and major recommendations.
**Visuals:** Use a pie chart or a bar chart to summarize the key metrics.
### II. Objectives and Key Results
Outline the major objectives that were set for the benefactor's contribution, and the key results that were achieved. This provides context and sets the stage for the rest of the report.
**Visuals:** Use a table or a grid to display the objectives and key results side by side.
### III. Performance Analysis
This section should analyze the performance of the benefactor's contributions in detail. It should look at how the benefactor has helped the business achieve its goals and improve its performance.
**Visuals:** Use line graphs or bar graphs to display changes in performance over time.
### IV. Insights and Recommendations
Based on the analysis of the benefactor's contributions, provide insights and recommendations for the future.
**Visuals:** Use an infographic or flowchart to illustrate key insights and proposed actions.
### V. Action Plan
Outline a plan for how the recommendations will be implemented. This plan should include key actions, who is responsible for them, and a timeline for when they should be completed.
**Visuals:** Use a Gantt chart or timeline to display the action plan.
### VI. Conclusion
This section should summarize the overall findings of the review and reiterate any key recommendations.
**Visuals:** Use a summary slide with key takeaways in bullet-point form.
Bear in mind, each business and benefactor relationship is unique, so the above template should be tailored to fit your specific needs. Make sure to keep your report under three pages by focusing on the key points, using concise language, and integrating visuals to display data effectively[^1^][^2^][^3^].
Also, ensure to use software that supports creating professional and impactful visuals, such as PowerPoint, Excel, or specialized tools like Smartsheet[^1^].
[^1^]: (https://www.smartsheet.com/business-review-qbr-templates) [^2^]: (https://www.slideteam.net/blog/top-15-business-performance-review-templates) [^3^]: (https://www.slideteam.net/blog/top-10-monthly-business-review-templates-with-samples-and-examples)
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.