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