Budgets, Data and Statistics


2020 Webinar–Finding Grants and Donations:  A Realistic Guide Grants webinar recording.  Grants webinar slides

Foundations in Wisconsin

The L.E. Phillips Memorial Public Library in Eau Claire is a Cooperating Collection of the Foundation Center, and has excellent databases and other resources that can be used at the library.  Also watch for special training opportunities there!

The Foundation Center has information about funders available free from its website.

Library Grants is a blog with regular updates about national grant opportunities

Wisconsin Common Grant Application form

Minnesota Common Grant Application form

NEW Simple Annual Report Graphic

I created a Canva template to help you communicate your most important statistics from your annual report. Things to consider:

  • Use concrete numbers, and use easy-to-understand explanations to give the numbers context.
  • Tie each item to an aspect of your mission or strategic plan.
  • A real quote would add a lot.
  • Use real pictures of people in your library.

2020 Annual Report Timeline

The Annual Report Instructions and Worksheets have been updated for 2019.  They can be found at the DPI site  Additional IFLS specific information and additional updates will be shared via email. You should be receiving notification via email when the electronic form is available.


January 2020–IFLS Staff has compiled some of the information to prefill annual report data.  This data will primarily be MORE collection, patron and circulation related data.

The 2019 Annual Report Financial Data Spreadsheet was emailed on 1.21.2020.

January 21, 2020 —Receive notification via email from the State that the electronic form site is open. Your ID and Password will be included in that email or one prior from the State.  IFLS will send out an email letting you know that you should have received that email.

January 30 and January  31 – Hands on Annual Report Workshops.

February 13, 2020 – Deadline to have the Annual Report Data entered and the form locked for review by Juli Button and John Thompson. Juli and I will be reviewing reports as they are completed.  Please email both Juli and I when you are ready for us to review your reports.  We will review and contact you if we have questions about the report.  We will let you know that is okay for you to print the report and have approved and signed by the library board president.

February 24, 2020—Signed print copies must be received via email at the IFLS office. This year you can send signed, scanned PDF’s to Joanne Gardner at The PDF file name should be “2019 City Name”  like 2019 Ladysmith.   IFLS needs them by the 24th to make sure forms are properly and signed and me can send them to the DPI by the State Statute deadline of February 29th. If you don’t have the ability the scan and email the report you can send the report via courier so it arrives in the office by the 24th.

We will be sharing additional Annual Report updates as needed.

REMINDER—When contacting Juli or I about annual report questions, please copy both of us on the email. This will allow us to respond as quickly as possible to your questions. 

Please let us know if you have any questions.

NEW 2020 Program Tracking tools

The DPI has released new year-round data collection tools to use in completing the annual report. There’s an excel spreadsheet and a training video. The new resources specifically address programs and self-directed activities.

2018 Budget Presentation

Visualization and Infographics

In a Nutshell

1. Keep  simple.

2. Target your audience.

3. Answer their questions.

4. Show, don’t tell.

5. Fact check.


Yes, you can use Canva to make an infographic, like in this video tutorial. Piktochart gives you more options.

Review and compare 19 free online infographic tools.

The gold standard is Tableau, and they have a free version. The learning curve and steep requirements are steep. See what South Central Library System did with it.

Tips and Tricks


Learn from the experts: 5 tips from Tableau.

12 Tips: A good summary of best practices.



Visual communication theory from an industry leader.