SayPro Partner Engagement Record Sheet

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1. Partner Information

• Partner Organization:
• Primary Contact Name:
• Contact Role/Title:
• Email Address:
• Phone Number:
• Address:
• Date of First Engagement:

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2. Engagement Details

Date	Mode of Engagement	Purpose/Topic	Key Discussion Points / Outcomes	Action Items / Follow-up	Responsible Person	Status
YYYY-MM-DD	Meeting / Call / Email / Webinar / Workshop / Other (specify)	Brief description of the engagement purpose or topic	Summary of discussions, decisions, or key takeaways	Specific tasks or next steps agreed upon	Person responsible for follow-up	Pending / Completed / Delayed

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3. Contribution Summary

• Type of Contribution:
  (e.g., GPT prompts, articles, data, feedback, funding, event participation)
• Description of Contribution:
• Date Received:
• Quality Verification Status:
  (Pending / Approved / Requires Revision)

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4. Notes & Observations

(Include any additional remarks on partner relationship, suggestions for improvement, potential collaboration opportunities, or challenges faced.)

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5. Next Scheduled Engagement

• Date:
• Purpose:
• Responsible Team Member:

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6. Partner Satisfaction Feedback (Optional)

• Feedback Received:
• Action Taken:

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Record Maintainer Details

• Name:
• Role:
• Date of Last Update:

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Instructions:

• Update this record after each engagement with a partner.
• Track all contributions and ensure follow-ups are completed.
• Use this sheet to review and strengthen ongoing partnerships.