SayPro Partnership Evaluation Template

SayPro Partnership Evaluation Template

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1. Partnership Overview

Partner Name	Partnership Start Date	Partnership Type	Key Objectives
[Partner Name]	[MM/DD/YYYY]	[e.g., Strategic, Media, Distribution]	[e.g., Increase brand visibility, Drive revenue, Collaborate on new products]
[Partner Name]	[MM/DD/YYYY]	[e.g., Strategic, Media, Distribution]	[e.g., Expand market reach, Improve customer engagement, Share resources]

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2. Key Performance Indicators (KPIs)

KPI	Target/Goal	Actual Performance	Variance (+/-)	Comments/Actions
Revenue Generation	[$ Amount]	[$ Amount]	[+/- $ Amount]	[Notes on performance or actions required]
Brand Awareness (Impressions/Reach)	[X Impressions]	[X Impressions]	[+/- X Impressions]	[Details on outcomes or next steps]
Leads/Conversions	[X Leads/Conversions]	[X Leads/Conversions]	[+/- X]	[Any changes or improvements]
Customer Engagement	[X % Increase]	[X % Increase]	[+/- X %]	[Review engagement trends]
Cost per Acquisition (CPA)	[$ Amount]	[$ Amount]	[+/- $ Amount]	[Insights into CPA and cost-effectiveness]
Partner Satisfaction (Survey/Rating)	[X Rating or % Satisfaction]	[X Rating or % Satisfaction]	[+/- X]	[Feedback and any necessary adjustments]

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3. Partnership Outputs/Deliverables

Deliverable	Due Date	Completion Status	Comments/Actions
[e.g., Co-branded Campaign]	[MM/DD/YYYY]	[Completed/In Progress]	[Details on deliverable and any follow-up]
[e.g., Joint Product Launch]	[MM/DD/YYYY]	[Completed/In Progress]	[Notes on launch execution and impact]
[e.g., Social Media Content Collaboration]	[MM/DD/YYYY]	[Completed/In Progress]	[Performance metrics and audience feedback]

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4. Financial Performance

Metric	Target/Goal	Actual Performance	Variance (+/-)	Comments/Actions
Total Revenue from Partnership	[$ Amount]	[$ Amount]	[+/- $ Amount]	[Insights into revenue generation]
Total Costs (Partnership-related)	[$ Amount]	[$ Amount]	[+/- $ Amount]	[Cost analysis and implications]
Net Profit from Partnership	[$ Amount]	[$ Amount]	[+/- $ Amount]	[Profit analysis and next steps]

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5. Partner Performance

Partner’s Contribution	Rating (1-5)	Performance	Comments/Actions
Collaboration Quality	[1-5]	[e.g., High/Medium/Low]	[Details on partnership dynamics and involvement]
Timeliness of Deliverables	[1-5]	[e.g., On Time/Delayed]	[Follow-up actions or adjustments]
Communication and Support	[1-5]	[e.g., Effective/Poor]	[Analysis of communication and responsiveness]

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6. Partnership Impact on Strategic Goals

Strategic Goal	Target/Goal	Actual Impact	Variance (+/-)	Comments/Actions
Increase Market Share	[X% Increase]	[X% Increase]	[+/- X%]	[Analysis of impact on market positioning]
Improve Brand Recognition	[X% Increase]	[X% Increase]	[+/- X%]	[Impact on brand visibility and awareness]
Expand Customer Base	[X% Increase]	[X% Increase]	[+/- X%]	[Impact on customer acquisition]

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7. SWOT Analysis (Optional)

Strengths	Weaknesses
[e.g., Strong media exposure, Robust content]	[e.g., Slow execution, Limited resources]

Opportunities	Threats
[e.g., New market segments, Co-branded initiatives]	[e.g., Competitive pressures, Changing market conditions]

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8. Overall Partnership Evaluation

Evaluation Criteria	Rating (1-5)	Overall Assessment
Strategic Fit	[1-5]	[How well the partnership aligns with SayPro’s strategic objectives.]
Impact on Business Goals	[1-5]	[The degree to which the partnership contributed to SayPro’s growth.]
Partner Relationship	[1-5]	[The overall health of the relationship and satisfaction levels.]
Financial Performance	[1-5]	[Effectiveness of the partnership in terms of revenue, cost, and profit generation.]

Overall Partnership Rating:
[1-5] – [General comments on whether the partnership was successful and recommendations for the future]

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9. Final Thoughts & Recommendations

• Key Learnings:
  [Summarize important takeaways from the partnership, including what worked well and what needs improvement.]
• Future Actions/Next Steps:
  [Outline any follow-up actions, such as renewing the partnership, renegotiating terms, or exploring new opportunities.]

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How to Use This Template

1. Partnership Overview:
   • Fill in the basic details of the partnership including the partner’s name, start date, and key objectives.
2. KPIs:
   • Identify the key metrics that will be used to measure the success of the partnership. These could be financial, operational, or strategic in nature. Track the actual performance and note any variances.
3. Outputs/Deliverables:
   • Track the completion and status of key deliverables. Evaluate how well the partner met deadlines and expectations.
4. Financial Performance:
   • Review the financial impact of the partnership, including revenue generation, costs, and profitability.
5. Partner Performance:
   • Assess the contribution of each partner to the collaboration. Evaluate communication, timeliness, and overall engagement.
6. Strategic Goals:
   • Measure the impact of the partnership on SayPro’s strategic goals. This ensures the partnership is aligned with long-term objectives.
7. SWOT Analysis:
   • Conduct a SWOT analysis to better understand the strengths, weaknesses, opportunities, and threats involved with the partnership.
8. Overall Partnership Evaluation:
   • Provide a rating based on various criteria such as strategic fit, business impact, and financial performance.
9. Final Thoughts & Recommendations:
   • Summarize the success of the partnership and suggest any next steps or adjustments for future collaborations.

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This Partnership Evaluation Template will help SayPro assess the effectiveness of each partnership, make data-driven decisions, and continuously improve its strategic collaborations. Let me know if you’d like any further adjustments!