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 |