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How to write your Annual Report proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.


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Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Contemporary #17 Title Page

Proposal Pack Contemporary #17 Body Page
Proposal Pack Contemporary #17 Body Page
Proposal Pack Contemporary #17 Back Page

1. Get a Proposal Pack such as Contemporary #17

This sample was created using the design theme Proposal Pack Contemporary #17. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Annual Report Sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Annual Report Sample'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Annual Report Sample is an example of a using Proposal Pack to create an annual report for a company.

This is a good example to follow for how to create business documents other than proposals using the Proposal Pack.

Anyone writing business documents such as reports, plans, studies, etc.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Annual Report Sample - The Narrative

Naturally Good Cosmetics has now completed its second year of profitable business and is perfectly positioned to grow its market share in the United States and expand to foreign markets. Naturally Good Cosmetics delivered strong performance in our second year as we continue to grow our business, proving that the cosmetic market welcomes our all-natural, American-made, good-for-skin products. Our innovative Alivian products led the way in terms of profitability, and our Lune Verte products were a close second and are consistently rising in popularity and market share.

We are focused on carrying out our four-pronged business strategy as follows.

  • Continue to build strong brand recognition
  • Bring new products to market
  • Expand our market into Canada and Mexico
  • Increase profitability

The following is a description of Naturally Good Cosmetics’ operations. We have two manufacturing and distribution facilities within the United States, from which we sell our products, which currently number 23 different items.

Customer Service

Our ordering and customer service calls are managed by Call-Us Phone Services, a nonprofit group that trains and employs military veterans looking for work.

Human Resources

We are a growing company. We currently employ more than one hundred people, including three full-time research chemists specializing in botanical extracts and the use of natural minerals. In the next year, we plan to hire four more of these specialists. We are also always looking for sales personnel who are enthusiastic about marketing and evangelizing the use of natural products.

Sales and Marketing

We advertise online, utilizing our own social media efforts as well as paid ads on socially-conscious and environmentally-conscious web sites. We also run ads in print magazines, especially those catering to health-conscious markets and to mature women. We also partner with other organizations to create seasonal offerings advertised on television.

Supply Chain

All our products are produced by and distributed from our two warehouses in Vancouver, Washington and in Bennington, Vermont. Most distribution occurs through United Parcel Services, although larger orders are carried by various trucking firms to our largest customers.

Production Workflow

Our manufacturing facilities maintain supplies of all our ingredients, but our warehouse capabilities are currently limited. We predict numbers for our manufacturing output based on current orders and on our scheduled advertisements, and have designed our processes to be easily scaled up or down as demand warrants. Next year, we will open two additional manufacturing facilities. One in Canada, and one in Mexico.


As an all-natural products company, we have little reliance on technology other than our blending and packaging machines. We update these and our office computers as needed.

Research and Development

Our research department is always looking for new formulations of natural ingredients for our products. We also encourage ideas from our other employees and are willing to purchase the rights to formulas provided by inventors outside our company.


We are headquartered in Vancouver, Washington, with 127 employees. We create natural cosmetics to enhance every woman’s natural beauty. At present, Naturally Good Cosmetics is situated on the border between being a modestly profitable U.S. company or a wildly successful international corporation.

This is the time to invest in our future. As such, we plan to take on more debt in the near future, which will allow us to expand into other markets and build our brands. Our manufacturing processes are modest and can easily be re-created in Canada and Mexico. We plan to quickly become the supplier of choice for natural cosmetics throughout the western hemisphere.

Following is an evaluation of Naturally Good Cosmetics’ strategic position in the marketplace. Naturally Good Cosmetics is a relative newcomer to the industry, but that serves the company well as our products use all-natural, non-GMO, good-for-skin ingredients, which is what today’s consumer is looking for.

Market and Audience

Our customers are women of all ages who are concerned with using only natural cosmetic products. Studies show that women age 39-80 are particularly interested in anti-aging, all-natural cosmetics like the ones we offer. This is a growing market trend, as described in the Industry Trends portion of this Annual Report.

Market Approach

We know that our customers are interested in more than style magazines. Therefore, we advertise in print and online media of interest to them, such as magazines dealing with the environment, family issues, and social consciousness, as well as magazines targeted toward mature women. We often market in partnership with other companies that appeal to the same demographic.

This decreases our advertising costs and creates the appearance of added value and community participation. The most successful example of our multiple-company marketing strategy is our partnership with Her Supplements and Schauer Flowers to create special seasonal gift baskets as advertised and sold on television.


Bigger, long-established cosmetics companies built their reputations on chemical-based perfumes and synthetic materials such as artificial fibers embedded in mascara. Although many have recently introduced lines of more natural products, these companies are known by their previous histories and thus have obstacles to establishing themselves with consumers looking for all-natural products. Naturally Good Cosmetics has been known as an all-natural company since the day we launched our first product.

Consumers know and respect our brands, and this is a big advantage for quickly growing our market share. The "Buy Local" movement is also a growing trend that we are positioned to benefit from. Because we use special formulations of natural ingredients, we can often use local suppliers for many ingredients.

This allows us to advertise an additional "Buy Local" appeal of our products. The population of the United States is changing, mirroring changes in most of the more affluent countries of the world. These changes are reflected in the cosmetic industry. The first important trend to note is the aging of our population.

This causes the cosmetic customer to look for anti-aging products such as moisturizers, wrinkle-reduction formulas, and dark-spot removal products. The second important trend is an emphasis on saving time. Women no longer have hours to spend on their appearance, so they look for products that advertise ease of use and overnight benefits.

A third important trend is the concern of a growing part of the population about artificial and genetically-engineered ingredients. Many customers are willing to pay more for products that can advertise all natural, non-GMO ingredients. Naturally Good Cosmetics is well positioned to take advantage of all these trends. Our Alivian olive-oil based line especially appeals to women looking for anti-aging formulas and to those wanting all natural ingredients.

Next year we will introduce three new products in this line. An eye cream that includes cucumber extract for puffiness reduction and firming, a long-lasting natural lip gloss, and an overnight cream featuring a concentration of anti-oxidants to reduce the appearance or redness and dark spots. Our products are all-natural, non-GMO, and easy to use on all types of skin, and our advertising will focus on these features.

Although it’s always difficult to predict the future, we expect the following events to happen. Worldwide sales of cosmetics is expected to grow by 13% next year, and sales of natural cosmetics are predicted to grow by 22%.

Our Forecast

As all our products are natural and Naturally Good Cosmetics is growing in name recognition, we predict that our company’s sales could grow by as much as 25% in the United States market, and even more in Canada and Mexico.


These numbers are based on the analysis of world markets prepared by the World Commercial Cosmetics Council.


Our numbers are based on the assumption that the world economy is emerging from a recession and women in particular will have more money to spend next year. We also assume that the trend toward desirability of natural products will continue to grow.


Based on this forecast, we are confident that we should invest in the future by expanding into Canada and Mexico, as well as introducing new products into the United States market. Naturally Good Cosmetics envisions a bright future. Our products are special formulations of common ingredients, so manufacturing costs are small and manufacturing can take place almost anywhere in the world. This allows for great mobility.

Not only will we capitalize on the growing market for natural products in the United States, but we plan to expand into Canada and Mexico. These countries offer a huge potential market. If sales in Canada prove especially profitable, we plan to take advantage of the same packaging and branding efforts to expand the Canadian market to other British English-speaking nations and British Commonwealth countries such as the British Virgin Islands, the United Kingdom, Australia, New Zealand, and India.

Sales to Mexico will be closely monitored, and we may expand our Spanish-packaging efforts to sales throughout Central and South America. Our shareholders are as follows. Naturally Good Cosmetics employees Shares. 4Women Business Alliance Group Shares.

CMB Fund Shares. MK Lester Investment Group Shares. We anticipate a 2-for-1 stock split in next year’s second quarter to increase the number of shares and decrease the market price.

The following tables outline Naturally Good Cosmetics’ financial statement. As a relatively new company, we are growing quickly in both size and profits, and plan to expand into the international arena next year. The market for natural cosmetics grows exponentially every year, as does the market for anti-aging products for mature women. "We create natural cosmetics to enhance every woman’s natural beauty".

Naturally Good Cosmetics has created brands specifically for these markets. We create natural cosmetics to enhance every woman’s natural beauty. Naturally Good Cosmetics is well positioned to grow our market share in the United States, as well as to expand into the international arena by distributing our products in Canada and Mexico. In the next year, we plan to.

Introduce five new products to our United States market These include three new products for our Alivian line and two new products for our Lune Verte line. Create a manufacturing and distribution center in Canada The same formulas sold in the United States will be created and sold throughout Canada, with new packaging in British English and French. Create a manufacturing and distribution center in Mexico The same formulas sold in the United States will be created and sold throughout Mexico, with new packaging in Spanish.

Grow our market share with smart advertising We know who our customers are, and we know how to efficiently reach them online and in print and television ads. Partner with like-minded companies to offer combination deals to customers This distributes marketing costs among several companies, promotes a community-minded image, and helps customers to perceive these combo deals as value-added offerings. Stay true to our ideals We strive to be the number 1 supplier of natural cosmetics in the world. We will never accept the use of artificial or GMO ingredients, and we will advertise our products as all-natural.

Donate to environmental causes In the spirit of encouraging enthusiasm for all-natural products, we pledge to donate 5% of our profits to causes that support and preserve a healthy planet for all living things. At Naturally Good Cosmetics, we believe that integrity is everything. We strive to be good employers and good citizens of our community and our planet.

About us - Naturally Good Cosmetics burst onto the U.S. beauty market two years ago. "We are the only 100% all-natural, non-GMO cosmetics manufacturer in the United States". We create natural cosmetics to enhance the natural beauty of women. We are the only 100% all-natural, non-GMO cosmetic manufacturer in the United States.

In our first year, we introduced ten products in our Alivian line of olive-oil based products. In our second year, we added two more to the Alivian line, and introduced our Lune Verte line of mineral-based products. We maintain manufacturing and distribution facilities in Vancouver, Washington and in Bennington, Vermont. Naturally Good Cosmetics was founded in 20xx and employs 127 people.

Naturally Good Cosmetics is headquartered in Vancouver, Washington and has offices in Bennington, Vermont. Products - Moisturizers, lip glosses, lipsticks, eye creams, dark spot reduction cream, night creams, eye shadows, and face powders.

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Length of Sample

18 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Title Page, Table of Contents, Introduction, Industry Trends, Present Situation, Forecast, Financial Statement, Summary, Company History, Future Potential, Company Operations, Shareholders, Strategic Position, Board of Directors, Back Page.

Annual Report Sample Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the sample as a static Word template.

Financial Statement Calculator

There are 200 complete sample proposals including this one in each Proposal Pack

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These template layouts are related to this sample

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This sample was created with Proposal Pack Contemporary #17. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.

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Frequently Asked Questions

How do I customize the Annual Report Sample to fit my specific project or business?

If you purchase the Annual Report Sample as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into the Annual Report Sample?

While the Annual Report Sample is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of the Annual Report Sample?

If you need help understanding or modifying a section of the Annual Report Sample, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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