NPO Annual and Final Narrative Reports

Submitting Annual and Final Narrative Reports

We have devised a set of 14 questions to guide you in providing the content we require for the Annual Narrative Report and the Final Narrative Report. Briefly respond to each question to tell RWJF about:

  • how the overall program is meeting its goals and any challenges it faces; 
  • the activities the NPO has engaged in to date to meet the goals of the TAD grant;
  • any activities that have not been completed on schedule;
  • other issues the NPO faces;
  • the notable accomplishments and key challenges of sites, including surprising findings or results; and advocacy and communications accomplishments; and 
  • resulting grant products. 

We expect you to report to us any changes from the planned activities that were described in your proposal or work plan. Upon reading your answers to these questions, your program officer may contact you for additional information.


When is the report due?

The Annual Narrative or Final Narrative Reports are due within 60 days after the year-end date or grant-end date.

Your program financial analyst will be notified that your report has arrived and will distribute it within RWJF. Based on the information you provide, your program officer may contact you to ask for clarification or additional information.

What should the report contain?

The Annual and Final Narrative reports should briefly answer these questions:

  1. What did the program as a whole accomplish during this reporting period?
  2. What progress did the NPO/ASO make toward meeting the goals outlined in your proposal or work plan for this grant? If relevant, what indicators or benchmarks were used to determine your progress?
    • Briefly describe the technical assistance activities carried out this reporting period to meet these goals, as outlined in your proposal and/or work plan. 
    • Do you have any subcontractors? If so, what work are they doing
  3. Do you have any stories that capture the impact of the program? 
    • If so, please share one to two; You may include the stories as an appendix.
  4. What, if any, proposed activities were not completed by the NPO/ASO?
  5. What were the notable accomplishments of, and key challenges for, the sites/projects/trainees in this reporting period?
  6. Did the program overall face challenges in strategy, design, or adaptation to external changes?
  7. Are there any infrastructure issues concerning your home institution such as salary caps or other rules that have impeded your work?
  8. Did RWJF assist or hinder your work in any way during this time period?
  9. What, if any, partners are you working with?
  10. Were there surprising findings or results from the work of the sites/projects/trainees?
  11. Is there anything else you want to tell RWJF?
    • Please include an addendum to the report.
  12. Who is currently serving on your national advisory committee?
    • Please provide an up-to-date list of members or a link to your website if they are listed there.
  13. What were the program’s most effective communications and advocacy approaches? Did the program meet its communications goals?
  14. What was produced during the reporting period?
    • Please describe the main products produced during the time frame.
    • Submit these products as soon as they are completed as per the instructions on the Products section (link below).


Is a Bibliography needed?

If your program has resulted in products listed, which have not been previously reported to RWJF, you may include a Bibliography at the end of your final narrative report. The Bibliography should be the final part of your final narrative document and should follow this format:

Published articles should be listed first.

  • List any that have been accepted but are not yet published. Use the words “In press,” and give the date after the name of the journal or the publisher.
  • List works that are completed but not accepted. Indicate they are “unpublished.”
  • Whether published in a journal, newspaper, or magazine/newsletter, if there is a volume and issue number, include it. If there is no volume or issue number, use month(s) and actual date instead. For a seasonal issue (e.g., spring or fall), include the season in the date.


All national programs conducting public opinion surveys and/or qualitative research for public release, please refer to Code of Ethics and Practices of the American Association for Public Opinion Research (AAPOR).


Grantee Products

About Products

Any products that have the ability to increase learning and have potential to drive change with the goal of building a culture of health should be submitted. These would include materials that recognize, promote, award, or raise awareness of the project or program's results, findings and impact.


Submit products as soon as they are completed, there is no need to wait for your narrative and financial reporting cycle.


See the Grantee Products area for details on product submission.

National Program Summative

About the Summative Program Report

The Summative Program Report is a substantive record of the activities conducted by the national program office (NPO) during the life of the program, and how these activities helped the national program to meet its goals or objectives. It also describes the national program’s accomplishments and challenges overall. It includes a Bibliography. We will send you a notice to submit the Summative Report one to two months before the end of the final TAD grant.

When is this report due?

This report should be submitted during the last year of the national program and it will not replace the need to submit a final report.


What is the size of this report?

The Summative Program Report should not exceed 50 pages including charts and tables.


What should the report contain?

The Summative Program Report should cover all activities and accomplishments of the entire program. The details that are provided should be supported with quantitative data where they are available and appropriate. The report should also be accompanied by a comprehensive Bibliography of all products, events, presentations and testimony to government bodies that took place over the life of the National Program.

The report should answer these questions:

  1. What measurable goals were set for this national program and what indicators did you use to measure your performance? Did the program achieve these goals?
  2. How has the program's managing institution supported the program's accomplishments?
  3. Did the program management and/or any of the program's projects encounter internal or external challenges? How were they addressed?
  4. If there were project/site collaborations. were there any challenges or positive results of those relationships?
  5. What have the sites/projects/trainees in the national program accomplished and what challenges and shortfalls have they encountered.   

    • For programs with more than 10 projects describe the range of activities that were conducted highlighting those that have been unusually distinctive. 
    • For training programs briefly describe the range of activities of trainees in the cohorts highlighting those that have been usually distinctive.
  6. What lessons did the program's director and key staff members learn from running this program?
  7. What lessons did the program’s director and key staff members learn from running this program?
  8. What impact do you think the program has had to date? Who from outside the program could be called on to comment on it?
  9. Do you have any stories that capture the impact of the program?
  10. Who served on your final national advisory committee?


How to submit a summative report

To submit your summative report, simply email the completed report to the responsible RWJF program officer.  At this time, summative reports are not submitted electronically via Grantee Hub.