Executive Summary
What changed this quarter? Lead with three outcomes, not a list of activities.
A simple eight-slide structure that moves the conversation from “what we did” to “what happened because we did it.” Use it for trustees, grantmakers, executive teams, or city leadership.

What changed this quarter? Lead with three outcomes, not a list of activities.
Show neighborhoods or ZIP codes reached, participation, and gaps in coverage.
Show new, active, strategic, dormant, and at-risk partners—and explain movement.
Summarize events and field activity, then connect them to referrals and outcomes.
Show which partners, campaigns, or events generated referrals and where those referrals went.
Include cost per referral or outcome, conversion rate, downstream outcomes, and qualitative context.
Name what worked, what did not, and what the data suggests should change.
List three to five actions, owners, target neighborhoods or partners, and success measures.
Onward Nexus connects partner growth, outreach, geography, referrals, outcomes, and follow-up in one system so reporting becomes a view of the work—not a separate project.