Training Course

Annual Report Toolkit

Overview

Annual Reports are more than a statutory obligation - they are a company’s most powerful communication tool. Yet for many organisations, the reporting cycle can feel overwhelming, time‑pressured, and complex. This course transforms that challenge into confidence. In just one day, you’ll learn the exact techniques, tools, and best practices used by experienced governance professionals to produce clear, compliant, and compelling Annual Reports – albeit without the stress.

What you'll learn

This practical, hands‑on 1‑day course equips professionals with the skills and confidence to prepare and file Annual Reports in line with UK legal and regulatory requirements. Ideal for those new to Annual Reporting or seeking to strengthen their capabilities, the course provides a comprehensive toolkit, real‑world insights, and clear guidance to streamline the end‑to‑end reporting process.

Who is it for?

This course is designed for anyone responsible for Annual Reports across all sectors. It is specifically tailored for:

  • Company Secretaries and Governance Professionals
  • Corporate Reporting and Compliance Teams
  • Legal, Finance and Communications Professionals
  • Individuals responsible for drafting, reviewing or managing Annual Reports

How much does it cost?

Course Cost (excluding VAT)
Non-Member - £625
Professional Subscriber - £560
Member - £500


*A discount is available for registered charities, please email [email protected]

For any related enquiries please contact us at [email protected], or call us at +44 (0)20 7580 4741

Download the course brochure

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Learning outcomes

By the end of the course, you will:

•    Understand the purpose and users of Annual Reports
•    Navigate relevant legislation and regulatory requirements
•    Manage a typical Annual Report project timeline and stakeholder process
•    Draft key sections with clarity and compliance
•    Apply design principles to enhance readability and engagement
•    Address common challenges such as data collection, consistency and voluntary disclosures
•    Explore tools and technologies, including AI, to support your workflow
•    Recognise and prepare ancillary documents associated with Annual Reporting

 

Course Purpose

The Annual Report Toolkit equips participants with the knowledge and practical skills needed to:-
•    Understand the legal and regulatory framework governing Annual Reports in UK
•    Confidently draft and review key sections of the Annual Report
•    Manage the end-to-end reporting process, from stakeholder engagement to final submission
•    Ensure full compliance and avoid common pitfalls

Takeaway Materials 

All delegates will receive:
•    A comprehensive delegate pack with course notes and presentation slides
•    A certificate of attendance
•    6 CPD hours accredited by The Chartered Governance Institute UK & Ireland
•    6 months’ complimentary professional subscription to the Institute, including access to G+C Magazine, exclusive briefings, discounts, and a rich knowledge base

Competency framework

This course aligns to CGI’s competency framework: Entry/Emerging
Use the competency framework to identify your strengths and areas for improvement in governance.

Programme

Please expand the dropdown to see the course programme timetable and highlights

Legal and regulatory obligations under UK law

Key stakeholders and users of the report

Regulatory deadlines and planning timelines

Stakeholder roles and responsibilities

Review cycles, verification, and approvals

Publishing formats and filing procedures

Impact of company size and type on content

Mandatory sections and typical inclusions

Best practices for drafting each section

Identifying your audience and communication goals

Considering the impact of the medium: print, digital

Deemed consent and electronic communications

Working with specialist design agencies

Coordinating with internal and external stakeholders

Gathering accurate and timely data

Ensuring consistency across disclosures

Navigating voluntary vs. mandatory content

Compliance checklists and templates

AI-assisted drafting and review tools

Design software and layout tools

Verification platforms and audit trails

Subsidiary Annual Reports

Notices of availability (hard copy and email)

AGM notices and proxy forms

E-communications sign-up and deemed consent documentation

RNS announcements for listed/traded companies 

Available Dates
22 June 2026
Saffron Suite
Training Course
09:30 to 16:30
Course Cost (excluding VAT) Non-Member - £625 Professional Subscriber - £560 Member - £500
9 September 2026
Saffron Suite
Training Course
09:30 to 16:30
Course Cost (excluding VAT) Non-Member - £625 Professional Subscriber - £560 Member - £500
11 November 2026
Saffron Suite
Training Course
09:30 to 16:30
Course Cost (excluding VAT) Non-Member - £625 Professional Subscriber - £560 Member - £500