SayPro Information and Targets Needed for the Quarter

Quarter: Q2 – April to June 2025
Issued By: SayPro Strategic Partnerships Office
Oversight: SayPro Strategic Partnerships Royalty
Purpose: To guide quarterly planning, decision-making, and resource alignment by identifying key data and performance targets required for execution and reporting.

✅ Essential Information Required for Effective Planning

1. Donor Profiles

Purpose: To tailor engagement and funding proposals to each donor’s unique interests and past contributions.

Required Information:

Donor name and contact details
Contribution history (amounts, frequency, funded projects)
Priority sectors (e.g., youth development, health, environment)
Preferred communication methods and reporting formats
Contract duration and renewal timelines
Restrictions or conditions on fund usage
Donor satisfaction and engagement score (if available)

Source: Donor CRM Database | Donor Relations Team
Deadline: April 15, 2025

2. Active Project Portfolio Overview

Purpose: To map current donor-funded activities, ensure alignment with quarterly goals, and monitor performance.

Required Information:

List of ongoing projects
Project start and end dates
Assigned project managers
Key milestones and upcoming deliverables
SDG alignment
Budget allocation and burn rate

Source: Project Management System | Department Leads
Deadline: April 18, 2025

3. Quarterly Impact Targets

Purpose: To define measurable outputs and outcomes expected across all funded programs for Q2.

Examples of Key Metrics:

Number of beneficiaries reached
Number of training/workshops held
Youth placed in internships or employment
% of project milestones completed
Donor reports submitted on time
Community satisfaction ratings

Source: Departmental Plans | M&E Framework
Deadline: April 20, 2025

4. Financial Forecast & Fund Utilization Plan

Purpose: To ensure financial readiness and track budget effectiveness for each funded project.

Required Information:

Project budgets and current spend
Projected expenditures for Q2
Surplus/deficit alerts
Funding gaps and reallocation needs

Source: Finance Department | Program Managers
Deadline: April 22, 2025

5. Compliance & Risk Register

Purpose: To identify potential compliance issues and risk areas that may affect donor relationships or project performance.

Required Information:

Status of compliance certificates (tax, health, environmental, etc.)
Known delays or regulatory bottlenecks
Risk mitigation strategies in place
Projects due for audit or donor review

Source: Compliance Unit | Risk Management Team
Deadline: April 24, 2025

6. Strategic Opportunities Pipeline

Purpose: To prepare for future funding and program growth by identifying potential new partnerships or scale-up projects.

Required Information:

List of upcoming calls for proposals (RFPs)
Concept notes under development
Donors to approach in Q3
Cross-sector collaboration opportunities

Source: Strategic Partnerships Office | Fundraising Team
Deadline: April 28, 2025

📈 Quarterly Targets Summary Table

Area	Q2 Target	Responsible Team
Donor Profiles Updated	100%	Donor Relations
Impact Reports Submitted	All Due Reports	M&E + Program Leads
Budget Utilization Accuracy	≥ 90%	Finance Team
Compliance Certificate Validity	100%	Compliance Unit
New Funding Proposals Drafted	At least 3	Strategic Partnerships

SayPro Information and Targets Needed for the Quarter