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Quarterly Monitoring Checklist
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
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SayPro Quarterly Monitoring Checklist Template
| Category | Item to Monitor | Status (✔️/❌/N/A) | Findings/Comments | Action Required | Responsible Person | Deadline |
|---|---|---|---|---|---|---|
| HR & Staffing | Staff attendance & punctuality | |||||
| Vacancy tracking and updates | ||||||
| Performance appraisals conducted | ||||||
| Finance & Budget | Budget utilization vs plan | |||||
| Financial reports submitted on time | ||||||
| Procurement compliance checks | ||||||
| Operations | Project/activity implementation status | |||||
| Equipment and asset condition | ||||||
| Safety and risk management protocols followed | ||||||
| Monitoring & Evaluation | Data collection tools in use | |||||
| Indicator tracking up to date | ||||||
| Lessons learned documented | ||||||
| Compliance & Governance | Policies and procedures reviewed | |||||
| Legal and regulatory compliance | ||||||
| Board or management reports submitted |
🧾 Instructions for Use
- Conduct Review: Use the checklist at the end of each quarter during reviews or audits.
- Status: Mark items as ✔️ (compliant), ❌ (non-compliant), or N/A (not applicable).
- Findings/Comments: Record key observations or issues.
- Action Required: Specify what needs to be corrected or improved.
- Responsible Person: Assign accountability for follow-up.
- Deadline: Set a clear due date for the corrective action.
📁 Format Options
Would you like this in:
- Excel (interactive and auto-totals)?
- Google Sheets (for collaborative updates)?
- Word/PDF (for printable checklists)?
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