SayPro Monthly Performance & KPIs Tracker

SayPro Monthly Performance & KPIs Tracker

Document Code: SMPKT-[Month/Year]
Reporting Period: [e.g., April 2025]
Department/Unit: [e.g., SayPro Strategic Partnerships Office]
Submitted By: [Name, Title]
Submission Date: [Insert Date]

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🔹 1. Strategic Overview

Key Focus Area	Summary of Monthly Progress
Strategic Goals	[Brief narrative: What goals were addressed this month?]
Highlights	[Major achievements, events, launches, or milestones]
Challenges	[Risks, delays, or constraints encountered]
Support Needed	[Escalations or cross-team support required]

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🔹 2. KPI Dashboard Summary

KPI	Target	Actual (This Month)	% Achievement	Status	Comments
# of Active Partnerships	20	18	90%	🟡 On Track	2 new MOUs in pipeline
Stakeholder Satisfaction (Survey Score)	85%	91%	107%	🟢 Exceeded	Q1 survey results
Program Deliverables Met	10	8	80%	🔴 Behind	2 workshops rescheduled
Training Sessions Conducted	5	6	120%	🟢 Exceeded	High attendance rate
Comms Engagement Rate	40%	42%	105%	🟢 Exceeded	Great LinkedIn reach
Budget Utilization	95%	94%	99%	🟢 On Budget	Within forecast
Internal Team Engagement Score	80%	78%	97%	🟡 Slightly Below	Pending Q&A rollout

🟢 = Exceeded / On Target
🟡 = Moderate Risk / Needs Attention
🔴 = Off Track / High Risk

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🔹 3. Program/Project-Level Updates

Program/Project	Status	Key Activities This Month	Next Steps	Owner
HR Peer Learning	🟢 Completed	Hosted peer roundtable with 10 HR leaders	Publish insights summary	Strategic Partnerships Lead
Youth Innovation Labs	🟡 Ongoing	Partner selection & proposal reviews	Confirm pilot sites	Program Manager
SayPro Portal Upgrade	🔴 Delayed	Procurement in progress	Finalize vendor	IT + Ops Team

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🔹 4. Risk Log & Mitigation

Risk	Impact	Likelihood	Mitigation Plan	Status
Delayed partner sign-offs	Medium	High	Initiate early engagement, weekly check-ins	Active
Staff burnout (high workload)	High	Medium	Adjust priorities, rotate tasks	Being monitored
Platform downtime risk	High	Low	Implement backup hosting	Resolved

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🔹 5. Lessons Learned & Innovations

• Lesson: Early engagement with partners improves document turnaround time.
• Innovation: Piloted a WhatsApp-based registration system for field activities.
• Recommendation: Scale low-cost digital tools for participant onboarding across programs.

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🔹 6. Financial Summary (Optional Add-On)

Budget Line	Monthly Budget	Actual Spent	Variance	Status
Training & Events	$5,000	$4,820	-$180	🟢
Tech & Systems	$3,500	$3,900	+$400	🔴
HR & Consultant Fees	$7,000	$7,000	$0	🟢

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🔹 7. Approvals

Role	Name	Signature	Date
Unit Lead	[Name]	_______	_______
Finance Officer	[Name]	_______	_______
M&E Officer (if applicable)	[Name]	_______	_______

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🔹 8. Attachments

• M&E Dashboards
• Partner Reports
• Staff Feedback Summary
• Photos, Comms Analytics
• Event Attendance Lists

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Would you like this in:

• 📝 Excel format (with automatic % calculations and color-coded indicators)?
• 📄 Fillable PDF for monthly reporting across teams?
• 📊 Google Sheet with real-time collaborative access?