Tool: SayPro CRM (Customer Relationship Management)
Managed by: SayPro Strategic Partnerships Office
Purpose: To identify, classify, and manage key stakeholders for strategic resilience, program success, and long-term engagement.
🎯 Objectives of Stakeholder Mapping
- Understand who influences and is affected by SayPro programs.
- Prioritize engagement based on influence, interest, and alignment.
- Support informed decision-making for partnerships and collaboration.
- Track communications, actions, and outcomes in one centralized system.
🗃️ Step-by-Step Process Using SayPro CRM
✅ 1. Stakeholder Identification
Enter all relevant stakeholders into the CRM under the following categories:
- Government Institutions
- Donors & Funding Bodies
- Community Leaders
- Corporate Partners
- NGOs/NPOs
- Educational Institutions
- Youth & Beneficiary Groups
- Media & Public Relations
- Traditional Authorities (Royal Committees)
Use the Stakeholder Intake Form for consistent data capture.
✅ 2. Stakeholder Profiling
Each stakeholder record should include:
| Field | Description |
|---|---|
| Name | Individual or Organization |
| Contact Details | Email, phone, address |
| Region | Geographic focus (e.g., Eastern Cape, West Africa) |
| Type | Donor, Government, Partner, Youth Group, etc. |
| SayPro Link | MoU, joint programs, event participation |
| Priority Level | High / Medium / Low |
| Interest Area | Training, Youth, Language, Digital Skills, etc. |
| Engagement History | Events attended, reports submitted, etc. |
| Assigned Officer | SayPro staff responsible for follow-up |
✅ 3. Stakeholder Mapping Matrix
Use the built-in CRM matrix or export data to Excel to visualize stakeholders by:
| Influence | Interest | Action |
|---|---|---|
| High | High | Engage closely – manage actively |
| High | Low | Keep satisfied – consult occasionally |
| Low | High | Keep informed – update regularly |
| Low | Low | Monitor with minimal effort |
SayPro CRM can generate this using labels and filter views.
✅ 4. CRM Tagging System
Use tags to group and filter stakeholders quickly:
#HighInfluence#YouthFocused#Funder#SayProPartner#RoyalStakeholder#DigitalTrainingBeneficiary
📋 Stakeholder Analysis Sample (CRM View)
| Name | Type | Influence | Interest | Assigned To | Status |
|---|---|---|---|---|---|
| Department of Education | Government | High | High | Sipho M | Active |
| AfriYouth Foundation | NGO | Medium | High | Amanda Z | Engaged |
| UNDP South Africa | Donor | High | Medium | Royal Office | Strategic Ally |
| Local Youth Radio (EC) | Media | Low | High | M&E Office | Supportive |
🔄 5. Regular Updates & Follow-Ups
- Update engagement status monthly.
- Add notes after meetings or events.
- Track MoUs, emails, reports, and performance reviews.
- Set reminders for outreach, reporting deadlines, or strategic reviews.
📁 Output Documents
- Stakeholder Register (PDF/Excel export)
- Influence vs Interest Map
- Engagement Action Plan
- Quarterly Stakeholder Update Report
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