UK annual monitoring report form

We ask you to complete this form after every year of the grant. These reports allow you to reflect on your progress and share your learning with us, and we use them to check you’re on track. We also use this information with that from other projects to understand what difference we are making and to help us raise money. It is important that you are open about anything that is not working, including your original plans, so that we can work with you to decide on next steps. We are open to you changing your targets and approach where these changes are based upon your learning and will better help you deliver your outcomes.

This form is intended to be completed alongside the accompanying guidance notes and your original start-up form and application form. Please do not feel you have to fill up the word limit specified for each narrative section), do not add additional boxes or fields and if a number is asked for, please provide a single number only. When you have completed your form please upload it to GEM and your grant manager will be in touch with you.

Please note, fields highlighted in blue should be copied from your application, start-up form or previous annual report where relevant, as specified.

Background to the project Grant reference number As specified in ApplicationOrganisation name (lead) As specified in ApplicationProject start date As specified in ApplicationProject title As specified in ApplicationProject summary As specified in Application

Comic Relief theme As specified in ApplicationCR outcome 1 As specified in ApplicationCR outcome 2 As specified in ApplicationCR outcome 3 As specified in ApplicationReporting Year Year 1, Year 2People involved in writing this (name, job title)Date first submitted dd/mm/yyyy

1

Section 1: Reflections

1.1 What has happened this year (maximum 350 words)? Please tell us about your year overall, so that we can understand what has happened with the grant from your perspective. Include any key successes or issues which have dominated your year: note that there is space to elaborate on progress elsewhere.

1.2 What have you learnt this year and how are you responding to this? (maximum 350 words) Thinking about what has gone well and what has not gone well this year, please tell us what you have learnt and what you plan to do differently as a result. This can relate to your strategy or approach or any unexpected outcomes: note that there is space to elaborate on your delivery in section 4.

1.3 What has changed in the external environment? (maximum 350 words) Please tell us about the context you are operating in and if there are any changes which have affected the work supported by our grant in the past year, either positively or negatively.

1.4 Anything else you want to tell us? (only if relevant, maximum 350 words) Please tell us about anything else which you believe is relevant to your grant and the progress made this year not covered elsewhere.

2

Section 2: Beneficiaries

2.1 Beneficiary numbers: How many people have you worked with overall?Type of beneficiary

Narrative description of who this includes (100 words maximum)

Target for number of beneficiaries over the lifetime of the grant

Target for number of beneficiaries in the first 12 months

Number of beneficiaries since the grant began

Number of beneficiaries in the past 12 months

Target number of beneficiaries in the next 12 months

People benefiting directly

From start-up form From start-up form

From start-up form or previous report

0 0 0

Frontline workers benefiting

From start-up form From start-up form

From start-up form or previous report

0 0 0

Other people benefiting

From start-up form From start-up form

From start-up form or previous report

0 0 0

3

Only complete the following two questions if your grant will have ‘people benefitting directly’ If not, please leave this section blank and go to section 3.

2.2 Age and gender of people benefiting directlyAge of people benefiting directly

Target for number of beneficiaries over the lifetime of the grant

Target for number of beneficiaries in the next 12 months

Number of beneficiaries since the grant began

Number of beneficiaries in the past 12 months

Target for number of beneficiaries in the next 12 months

0-10 From start-up form From start-up form 0 0 011-24 From start-up form From start-up form 0 0 025-64 From start-up form From start-up form 0 0 065+ From start-up form From start-up form 0 0 0Age not known From start-up form From start-up form 0 0 0Totals From start-up form From start-up form 0 0 0

Gender of people benefiting directly

Target for number of beneficiaries over the lifetime of the grant

Target for number of beneficiaries in the next 12 months

Number of beneficiaries since the grant began

Number of beneficiaries in the past 12 months

Target for number of beneficiaries in the next 12 months

Male From start-up form From start-up form 0 0 0Female From start-up form From start-up form 0 0 0Gender not known, or defined differently

From start-up form From start-up form 0 0 0

Totals From start-up form From start-up form 0 0 0

4

2.3 Diversity and hard to reach groupsWhich groups are under-represented in accessing or engaging with your services and how do you plan to address this in the next 12 months? (350 words maximum) If this grant is funding services for ‘people benefiting directly’, please tell us about which groups are likely to be under or over-represented in your services and your plan of action to ensure diversity. We are particularly interested in ethnicity, sexuality, religion, gender, age and disability, those who are isolated and/or who live in rural areas, as well as other groups you believe are ‘hard to reach’ in your context.From start-up form or previous annual report

How successful have you been in the past year? Which groups are under-represented in accessing or engaging with your services and how do you plan to address this in the next 12 months? (400 words maximum)

5

Section 3: Outcomes

3.1 Progress towards outcomes You will have specified up to five outcomes and three indicators for each outcome in your start-up form. Please report your progress against each of these (do not add extra outcomes or indicators here) and tell us what progress you have made this year.

Project Outcome 1As specified in start-up form

Outcome Indicators(30 words maximum)

What do you hope to achieve over the lifetime of the grant? (100 words maximum for each indicator) Please estimate what progress you hope to see, including any numerical or percentage targets for the amount of change.

A From start-up form From start-up formB From start-up form From start-up formC From start-up form From start-up formOverall, how many people do you realistically expect to benefit in relation to this outcome, over the lifetime of the grant? If relevant, please estimate the number of people who are likely to meet this outcome overall (this may well be less than your total number of beneficiaries).

0

In light of the targets you set for this outcome, what have you achieved this year and are you on track overall? (300 words maximum) Please tell us what progress you have made in relation to this outcome in the past year: note that you should provide further reflections about your progress in section 1.

Number of beneficiaries since the grant began 0 Number of beneficiaries in the past 12 months 0

6

Project outcome 2As specified in start-up form

Outcome Indicators(30 words maximum)

What do you hope to achieve over the lifetime of the grant? (100 words maximum for each indicator) Please estimate what progress you hope to see, including any numerical or percentage targets for the amount of change.

A From start-up form From start-up formB From start-up form From start-up formC From start-up form From start-up formOverall, how many people do you realistically expect to benefit in relation to this outcome, over the lifetime of the grant? If relevant, please estimate the number of people who are likely to meet this outcome overall (this may well be less than your total number of beneficiaries).

0

In light of the targets you set for this outcome, what have you achieved this year and are you on track overall? (300 words maximum) Please tell us what progress you have made in relation to this outcome in the past year: note that you should provide further reflections about your progress in section 1.

Number of beneficiaries since the grant began 0 Number of beneficiaries in the past 12 months 0

7

Project outcome 3 (only complete if relevant)As specified in start-up form

Outcome Indicators(30 words maximum)

What do you hope to achieve over the lifetime of the grant? (100 words maximum for each indicator) Please estimate what progress you hope to see, including any numerical or percentage targets for the amount of change.

A From start-up form From start-up formB From start-up form From start-up formC From start-up form From start-up formOverall, how many people do you realistically expect to benefit in relation to this outcome, over the lifetime of the grant? If relevant, please estimate the number of people who are likely to meet this outcome overall (this may well be less than your total number of beneficiaries).

0

In light of the targets you set for this outcome, what have you achieved this year and are you on track overall? (300 words maximum) Please tell us what progress you have made in relation to this outcome in the past year: note that you should provide further reflections about your progress in section 1.

Number of beneficiaries since the grant began 0 Number of beneficiaries in the past 12 months 0

8

Project outcome 4 (only complete if relevant)As specified in start-up form

Outcome Indicators(30 words maximum)

What do you hope to achieve over the lifetime of the grant? (100 words maximum for each indicator) Please estimate what progress you hope to see, including any numerical or percentage targets for the amount of change.

A From start-up form From start-up formB From start-up form From start-up formC From start-up form From start-up formOverall, how many people do you realistically expect to benefit in relation to this outcome, over the lifetime of the grant? If relevant, please estimate the number of people who are likely to meet this outcome overall (this may well be less than your total number of beneficiaries).

0

In light of the targets you set for this outcome, what have you achieved this year and are you on track overall? (300 words maximum) Please tell us what progress you have made in relation to this outcome in the past year: note that you should provide further reflections about your progress in section 1.

Number of beneficiaries since the grant began 0 Number of beneficiaries in the past 12 months 0

9

Project outcome 5 (only complete if relevant)As specified in start-up form

Outcome Indicators(30 words maximum)

What do you hope to achieve over the lifetime of the grant? (100 words maximum for each indicator) Please estimate what progress you hope to see, including any numerical or percentage targets for the amount of change.

A From start-up form From start-up formB From start-up form From start-up formC From start-up form From start-up formOverall, how many people do you realistically expect to benefit in relation to this outcome, over the lifetime of the grant? If relevant, please estimate the number of people who are likely to meet this outcome overall (this may well be less than your total number of beneficiaries).

0

In light of the targets you set for this outcome, what have you achieved this year and are you on track overall? (300 words maximum) Please tell us what progress you have made in relation to this outcome in the past year: note that you should provide further reflections about your progress in section 1.

Number of beneficiaries since the grant began 0 Number of beneficiaries in the past 12 months 0

3.2 Do you need any additional outcomes or report on different outcomes? If you feel it is absolutely necessary to add additional outcomes or to alter your existing outcomes, please provide an explanation as to why that is (maximum 400 words) and we will send you an additional outcomes reporting form.

10

Section 4: Outputs

4.1 Summary of delivery this year

Description of output (10 words maximum)

Target for delivery in the next 12 months (maximum 80 words)

Target for number of beneficiaries in the first 12 months

What have you delivered this year? (maximum 80 words)

Number of beneficiaries in the past 12 months

1 0 0

2 0 0

3 0 0

4 0 0

5 0 0

6 0 0

7 0 0

8 0 0

9 0 0

10 0 0

4.2 Have you delivered as planned? (350 words maximum) Please summarise if you feel you have delivered as planned, in light of the targets you set. If you haven’t, what changes are you making to your delivery plan for the next 12 months? Any reflections on learning or insight into the difference made should be

11

included in section 1 rather than here.

4.3 Outputs for the next 12 months: Please summarise your delivery plan for the next year by stating your key project outputs, ideally you should have up to 5 of these but you can go up to 10. Where relevant, please also tell us the number of people you expect to involve or reach in relation to each output in the next 12 months.

Description of output (10 words maximum)

Target for delivery in the next 12 months (maximum 80 words) Target for number of beneficiaries in the first 12 months

1 02 03 04 05 06 07 08 09 010 0

12

Section 5: Comic Relief’s marketing and communications needs

5.1 Case study (350 words maximum): Please provide us with a case study which highlights the difference your work has made to someone’s life. Here we are looking for a concise story, including a brief background to the issue/need you have addressed, how and why the project helps and the result for the person’s life or the issue addressed. Please also consider whether we might be able to follow up with this person about their experiences (see the next question, 5.2).

5.2 Are we able to speak to this beneficiary or someone with a similar story directly? We may want to follow-up with you about this case study, if we want to speak to the beneficiary directly about their experiences (either in person or on camera).

Yes/No

5.3 Spokesperson (350 words maximum): Is there a service user, beneficiary or project worker who can describe the need for the project and would be good for us to interview? If yes, who are they and why do you think they would be a good spokesperson?

5.4 What project money buys: One of the ways in which we try to raise money for projects like yours is to show the public how the money they donate can

13

make a real difference to people’s lives. Please give examples of what some of the following amounts of money has paid for in your project or will pay for in the next year, including who benefits from this or why the money buy is important. If your example does not exactly match the amounts (for example, something costs £3) specify a new value and state what it will pay for. Please note the example must apply to something Comic Relief funds in your project. £1 If relevant £20 If relevant

£5 If relevant £50 If relevant

£10 If relevant £100 If relevant

Other £ If relevant Other £ If relevant

5.5 External evaluation, publications and resources

Do you have any publications or resources you would like to share with us? If yes, please indicate here and submit this with your report. Yes/No

If you have a website link for this publication please specify the link here. http://

Please briefly summarise the nature of your main publication, outlining the target audience and focus of content (350 words maximum)

14

Section 6: Finances

ExpenditureYear 1

Agreed spend(from start-up)

Year 1Actual spend

(at end year 1)

Year 2Agreed Spend(from start-up)

Year 2Planned Spend (at end year 1)

Year 2 Actual Spend

(at end year 2)

Year 3Agreed Spend(from start-up)

Year 3 Planned Spend(at end year 2)

TotalAgreed spend

(from start-up)Staffing costsRecruitment Salaries Sessional workersVolunteer expensessubtotalDirect Project CostsTravelTrainingMonitoring/evaluationPromotionOther project costsPlease describe your ‘other’ project costs:subtotalOverheads Management costsBuilding costs Office costs Capital CostsOffice equipmentOther capital costssubtotalTotal Expenditure

6.2 Reasons for under and overspend (Maximum 400 words) Please give reasons for any major differences in expenditure between agreed and actual and if there is any unspent grant for this 12 month period (up to 20%) and explain how you will use this over the next 12 month period of project activity. Note that if the difference is more than 20% you will need to discuss this with us to determine how this will be allocated in the coming year.

15