Final and Interim Reports
Interim and final reports are required according to the terms and conditions
of the Grant Agreement signed by your institution.
Reports must be sent by the dates indicated on page 1 of your grant contract.
If you are unable to report in a timely manner (within thirty days of the reporting
deadline), please contact Rita Arthur (arthurr@wabash.edu)
NARRATIVE REPORTS (Required for Final and Interim Reports)
We are quite interested in knowing what you did, what worked and didn’t,
what are some outcomes you have achieved and what follow-up work you expect.
- The narrative portion of the report should be 1 to 5 pages long. It should describe
what you have done since the beginning of the project or since the last reporting
period.
- Objectives – Briefly summarize your specific objectives for this reporting
period.
- Activities – Indicate what activities were undertaken and/or accomplished
in this reporting period. How did these activities advance specific project objectives?
What activities proved most and least successful? How realistic were your timeline
and expectations?
- Leaders and Partners for your Project – Identify who they were/are, how
their work is progressing, and how they are changing, growing, and learning through
this project.
- Assessment – Describe the impact of the activities on project participants
and other constituents. How is the project affecting your institution? How have
you defined success in the short term and in the long term? Are there any indications
of success at this time?
- Reflection – Reflect upon the significance of what is happening. What have
you learned? What are the challenges? How can the project be strengthened? What
lessons can you share?
- Next Steps – Sketch out the work plan for the coming reporting period.
What steps are you taking to sustain this effort when the grant ends?
- Dissemination – Are there any grant products to share at this time? How
are the findings being disseminated?
LEARNING ABSTRACT (Required for Final Report Only)
In less than 150 words, summarize what you learned from the project’s successes
and disappointments. What are two or three things that will contribute to the
expanding conversation on teaching and learning? This will be posted on our web
site with your Proposal Abstract.
FINANCIAL REPORTS (Required for Final and Interim Reports)
The financial report (to be included with both interim and final reports) is
very important as we are required by Lilly Endowment Inc. to show good stewardship
of the funds with which they entrust us.
The financial report should be prepared and signed by the financial officer
of your institution. Alternatively, it may be sent from the financial person’s
email account to our Grants Coordinator, Rita Arthur, (arthurr@wabash.edu)
•
Review the budget that was approved by the Wabash Center Advisory Committee.
•
List each line item and the amount that was approved. In the next column, report
the totals for each line item for the current reporting period, the total for
each line for the cumulative grant period, and what the balance is per line.
•
Explain any variation of $500 or more per line item with written comments.
•
Determine where you are with your grant budget and if any requests should be
made at the time of the report to move funds from one line to another or to
a new line. See the next few pages for examples of what we are looking for
in a financial report.
•
Remember, you and the financial contact at your institution should be working
closely to track expenses and to report accurate information to the Wabash
Center in a timely manner. See page 1 of the grant contract for reporting dates
and notify the Wabash Center 30 days in advance if you are not going to meet
the reporting deadlines listed on the contract.
•
If it looks like you will have funds left at the end of your project, you are
required by the contract to return those funds to the Wabash Center within
thirty days of the end of the grant period. If you have additional plans for
the leftover funds that were not approved by the Wabash Center Advisory Committee,
you should contact the Wabash Center for approval of your plan and the disbursement
of any leftover funds prior to the end of the grant period.
You can use these two sample Financial Reports as a model for creating your
own report:
 Sample Budget Report 1 (pdf)
Sample Budget Report 2 (pdf)
______________________________________________________________________________________________________________________
These guidelines follow those provided by Lilly Endowment Inc.
Timely and accurate reporting, assessment and evaluation of the project, institutional
impact (if appropriate), plans for dissemination or sharing of the materials
either at this time or in the future, and any fruits that may be generated
as a result of your grant are of critical importance to the Wabash Center and
its ongoing programs and work. The Wabash Center would like to receive copies
of any grant products (e.g. three copies of books and two copies of articles
and/or published documents, including CD-Roms, audio and video tapes) as well
as information about websites, data collections and bibliographies that are
produced as part of the work of the grant.
We look forward to reading, reviewing and responding to your reports regarding
the grant you have been awarded by the Wabash Center.
QUESTIONS:
Rita Arthur
1-800-655-7117
arthurr@wabash.edu
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Related Links
 A generous grant from the Wabash Center helped me to explore teaching and learning in introductory theology and religion courses. Not just the money, but the encouragement, facilitation, and support, of the wonderful staff at the Wabash Center made this project a productive and joyful experience.
Barbara E. Walvoord
University of Notre Dame
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