In this module, you will learn how to complete the reports you're required to submit for your TerraFund project. You will report bi-annually (in January and July) on your over-all project and any nurseries and sites that you've established on TerraMatch, report annually on your organization's financials, and report as needed on any disturbances that may occur on your restoration sites.
This is the fourth training module that is required as part of your TerraFund project. You can access the other training modules from the right side of this page, under "Other Articles in this Section."
Note: please be sure to also review Module 4B, on Financial Reporting, to complete this section of your onboarding.
NOTE: This module includes a Knowledge Check; this is a form with a short quiz and a space to share YOUR questions with the team. Any questions you put here will be used by the team to shape our discussion at the upcoming meeting that will follow this module. We really encourage you to take the quiz and to share your questions - they will help everyone in the cohort learn together and help the TerraFund team refine their approach!
Module Outline
Section 1: Project, Nursery, and Site Reporting
Section 2: Disturbance Reporting
Section 3: Filling Out and Submitting Reports on TerraMatch
Section 1: Project, Nursery, and Site Reporting
Progress reports on your project, nurseries, and sites, are the main way that you will communicate about your project with the TerraFund team. Progress reports allow your project manager and other TerraFund staff, including biophysical and socioeconomic monitoring teams, to understand what your project has accomplished toward your goals, and any challenges and setbacks you encounter.
The questions in your reports are based on the set of progress indicators that the TerraFund team is tracking to understand the impact of your project and the broader TerraFund program. You can review the TerraFund indicators, and the over-all Monitoring, Reporting, and Verification framework for TerraFund here: The TerraFund Monitoring, Reporting, and Verification Framework.
You will submit your reports (on your over all project, and on any nurseries and sites) on TerraMatch every 6 months. Every July 31, you will report on the previous January-June; every January 31 you will report on the previous July-December. There is a detailed walkthrough of reporting on TerraMatch in a later section of this Module.
Please review the video below to learn more about the importance of progress reporting, and for an overview of your team's reporting responsibilities:
Project reports
Every six months in your project report, you will be asked some narrative questions about your project's over-all progress, and you will report on your project's socioeconomic engagement (i.e. jobs, volunteers, and beneficiaries). This is the main place where you will provide details on project progress, challenges, learnings, and adaptations, key impacts and changes in the landscape/community, and more.
Additionally, once per year, your project will submit an expense report based on a provided template, detailing how the money provided by TerraFund was distributed across your project's activities over the past year.
Below, we provide some pointers on submitting an excellent project report:
Please review these articles for additional guidance on project reports:
Checklists for your TerraFund Project, Nursery, and Site Reports
How To Fill Out a TerraFund Annual Project Expense Report (January reports only)
Nursery reports
You will need to submit a nursery report for each of the nurseries that your project set up on TerraMatch, every 6 months. Nursery reports are brief, and simply serve to summarize any key activities and species grown in your nursery over the latest reporting period.
Please review the article below to access a detailed checklist of the information required in your nursery reports:
Site reports
You will need to submit a site report for each of the sites that you establish on TerraMatch, every 6 months. Site reports are vital to progress reporting because this is where you will share your progress on planting, survival rate, replacement planting, and maintenance of trees, and progress on assisted natural regeneration, if applicable.
Please review the resources below for additional guidance for site reporting, depending on your project's restoration practices/target land uses:
- Assisted Natural Regeneration Reporting Guide
- Guide to Entering Tree Species in site reports on TerraMatch
Section 2: Disturbance Reporting
If your project is impacted by a disturbance (such as flooding, fire, drought, wildlife or livestock impacts, community conflict, etc.), your team should fill out a Disturbance Report as soon as possible to record the incident with your project data on TerraMatch.
You can find disturbance reports alongside your reporting tasks in TerraMatch:
Click on "Disturbance Reports" to access the tab, then click "Add Report" to fill out a disturbance report form and record a disturbance within your project:
Please review the article below for more detailed guidance on disturbance reporting:
Section 3: Filling Out and Submitting Reports on TerraMatch
Your report forms will be generated on TerraMatch one month prior to their due date. Please review the demo below to learn how to navigate to your reports, enter your data, save draft reports, and submit your reports.
Please refer to the articles below, as needed, for additional support with reporting on TerraMatch:
Section 4: Knowledge Check
Review what you learned in this module, and share any questions, comments, or concerns on this topic, in our quiz and feedback form here.
Byline
Course Director
Isabel Harrington, Capacity & Innovation Manager, Restoration Finance, USA
Content Contributors
Claire Shapiro, Product Operations Lead, TerraMatch, USA
Gretta Ishyaka, Product Specialist, TerraMatch, Rwanda
Sheila Okoth, Data Analyst, TerraFund, Kenya
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