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SayPro include resources, timelines, KPIs, and responsible persons in each plan.
SayPro Action Plan 1: Improve Client Onboarding and Support
Goal:
Simplify and enhance the client onboarding journey and provide responsive support within 3 months.
| Step | Action Item | Responsible Person | Deadline | Resources | KPI |
|---|---|---|---|---|---|
| 1 | Review current onboarding workflow | Onboarding Manager (T. Mokoena) | June 10 | Workflow maps, feedback surveys | Time-to-onboard baseline |
| 2 | Redesign onboarding process for clarity and speed | Business Analyst (R. Dlamini) | June 25 | Journey mapping tools, Notion | Onboarding time ≤ 3 days |
| 3 | Launch digital welcome kit with FAQs and video guides | Marketing Lead (S. Naidoo) | July 5 | Canva, Loom, PDF tools | 80%+ usage in client survey |
| 4 | Deploy AI chatbot for 24/7 support | IT Head (J. Mthembu) | July 20 | ChatGPT API, dev hours | 80% resolution rate |
| 5 | Conduct staff training on new tools | HR Trainer (B. Khumalo) | July 30 | LMS, session materials | 100% staff completion rate |
SayPro Action Plan 2: Improve Internal Communication Flow
Goal:
Ensure timely, consistent, and transparent communication across teams by Q3.
| Step | Action Item | Responsible Person | Deadline | Resources | KPI |
|---|---|---|---|---|---|
| 1 | Conduct internal communication audit | HR Manager (P. Mhlongo) | June 5 | SurveyMonkey, audit tool | 90% response rate |
| 2 | Implement centralized messaging platform (e.g. Slack or MS Teams) | IT Lead (C. Nxumalo) | June 20 | Software licenses, training docs | 90% team adoption |
| 3 | Establish weekly department check-ins | Department Heads | Ongoing | Google Meet, calendar system | 95% attendance |
| 4 | Publish internal monthly newsletter | Internal Comms (A. Mahlangu) | July 1 | Mailchimp, templates | 70% open rate |
| 5 | Evaluate communication impact via pulse surveys | People Ops (N. Sibanda) | August 10 | Survey tools, analytics | 20% increase in clarity score |
SayPro Action Plan 3: Optimize Data Accuracy and Reporting
Goal:
Ensure that internal and client-facing reports are 95%+ error-free and standardized by Q4.
| Step | Action Item | Responsible Person | Deadline | Resources | KPI |
|---|---|---|---|---|---|
| 1 | Review current data entry/reporting workflows | Data Analyst (L. Zulu) | June 15 | Process flowcharts | Baseline error rate |
| 2 | Create standardized reporting templates | Reporting Manager (K. Molefe) | July 1 | Excel, Power BI | 100% template usage |
| 3 | Train staff on new reporting procedures | L&D Lead (D. Nkosi) | July 15 | Training modules | 90% pass rate |
| 4 | Implement data validation checks in reports | IT Developer (M. van Wyk) | August 1 | Validation scripts | <5% manual errors |
| 5 | Audit report accuracy monthly | QA Officer (F. Ramaphosa) | Ongoing | QA checklist | ≥95% report accuracy |
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