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Page History: Interim Reports

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Page Revision: 2008/09/30 15:02



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COVER PAGE

Provide the following information in the order requested:

  • type of report (interim or final performance report),
  • grant number,
  • title of project,
  • name of project director(s),
  • name of grantee institution (if applicable),
  • date report is submitted.

NARRATIVE DESCRIPTION

The items listed are provided as guidance to the project director in developing the narrative description of project activities. Because projects vary considerably, not all items will be relevant to a particular project. Please feel free to organize this portion of the report in the way that most clearly presents what has taken place during the grant period.

Interim Performance Reports

  • Compare actual accomplishments with goals established for the report period. Whenever possible, describe the work accomplished in both quantitative and qualitative terms. If project goals have not been met, explain the reason for this, what steps have been taken to get the project back on schedule, and whether it seems likely that the project will be completed by the expiration date of the grant. Favorable developments that will enable project goals to be realized sooner or at less cost than anticipated should be described.
  • Describe any changes that have been made or are anticipated in the project work plan or methodology.
  • If the role of consultants, as outlined in the approved project plan, has changed, explain how and why it has changed.
  • If applicable, describe how automation contributed to the project and whether hardware, software, or staffing problems have been encountered.
  • If federal matching funds are a component of the award and the full amount of gifts has not yet been raised, provide information on ongoing fund-raising activities and the prospects for raising additional gifts.

The narrative description of an interim performance report should average between one and three pages in length.

APPENDICES

Enclose with the report one copy of any supporting material that would contribute to an understanding of the project and its accomplishments to date. This would include:

  • representative samples of completed work,
  • preliminary products such as conference or workshop papers,
  • course syllabi and manuals,
  • written evaluations of a project,
  • consultant reports, if required,
  • articles submitted to journals,
  • illustrated field reports,
  • copies of published announcements or other formal efforts to recruit participating scholars,
  • copies of any mailing, fliers, newspaper releases or articles, or other media coverage.

It is not necessary to append work in progress, such as draft chapters of a book or other manuscript materials. However, unless otherwise specified in the conditions of the grant award, two copies of any publication, film, videotape, or slide presentation resulting from the grant should be forwarded to the Endowment with the final report.

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