SayPro Templates to Use

Issued By: SayPro Strategic Partnerships Office
Applies To: All Project Teams, Donor Relations Officers, M&E, and Finance Staff
Purpose: To standardize documentation and ensure consistency, accuracy, and compliance across all SayPro operations.

Overview

To streamline operations and maintain professional standards in donor engagement, program management, and compliance, all SayPro employees are required to use the following official templates when preparing project-related documents. These templates are available on the SayPro internal portal and must be used without modification unless approved by the Strategic Partnerships Office.

✅ Required Templates

1. Project Proposal Template

Purpose:
To provide a clear, structured outline of a proposed project for internal review and donor submission.

Sections Include:

Project title and background
Objectives and expected outcomes
Target population and geographical coverage
Detailed activities and implementation timeline
Resource requirements and budget summary
Alignment with SayPro goals and SDGs
Risk management plan and evaluation strategy

File Format: Word / PDF
Location: SayPro Internal Portal > Templates > Project Proposal

2. Financial Reporting Template

Purpose:
To accurately track, manage, and report project income and expenditures for both internal and donor compliance.

Features Include:

Budget allocation vs. actual expenditure columns
Donor-specific tracking sections
Auto-calculated totals and variance alerts
Comments section for financial justifications

File Format: Excel
Location: SayPro Internal Portal > Templates > Financials

3. Impact Assessment Template

Purpose:
To evaluate the success, outcomes, and challenges of completed or ongoing projects.

Sections Include:

Project goals and indicators
Baseline vs. endline comparison
Quantitative results (beneficiaries, outputs, reach)
Qualitative findings (stories, testimonials, feedback)
Lessons learned and improvement recommendations

File Format: Word / PDF
Location: SayPro Internal Portal > Templates > M&E

4. Compliance Checklist

Purpose:
To verify that all legal, donor, and SayPro internal regulations are followed before, during, and after project execution.

Checklist Covers:

Tax and registration documentation
Health & safety certifications
Environmental and community approvals
Donor-specific compliance requirements
Branding and visibility protocols

File Format: Excel / PDF
Location: SayPro Internal Portal > Templates > Compliance

Usage Guidelines:

Download the latest version before starting documentation.
Do not edit template structure unless authorized.
Submit completed templates to the appropriate SayPro department (e.g., Finance, M&E, Donor Relations).
Maintain a digital copy in your project folder on the internal system.

Support & Access:

If you require access, training, or clarification on how to use any template, please contact:

📧 Email: templates@saypro.online
📁 Portal Access: [SayPro Internal Portal > Resources > Templates Folder]
📞 Support Line: +27 (0)11 000 5678

SayPro Templates to Use