Objective:

Conduct 3 focused user training sessions with SayPro staff to build capacity in targeted systems and improve internal performance, monitoring, and data use.

📅 Training Schedule Overview

📚 Training Session Details

🔹 Session 1: M&E Dashboard Use & Reporting

• Objective: Teach staff how to input, extract, and interpret data from SayPro’s M&E dashboard.
• Topics Covered:
  • Logging in and navigating the dashboard
  • Interpreting key indicators (impact, satisfaction, delivery rates)
  • Exporting data and using filters
  • Troubleshooting and common data issues
• Materials: Slides, live demo, PDF guide, Q&A session
• Expected Outcomes:
  • 90% of users can independently generate a KPI report
  • Staff can flag and correct data discrepancies

🔹 Session 2: CRM + Marketing Integration

• Objective: Equip marketing and outreach staff to track leads and integrate data with SayPro campaigns.
• Topics Covered:
  • CRM overview (data fields, contacts, segments)
  • Campaign tagging, email tracking, lead scoring
  • Automating data sync with website forms and newsletters
• Tools Used: HubSpot/Zoho/Salesforce (depending on current system)
• Expected Outcomes:
  • Staff can create and manage lead lists
  • Understand how leads connect to M&E impact metrics

🔹 Session 3: Real-Time Data Synchronization & Tools

• Objective: Introduce IT/admin staff to systems that enable real-time data sync between platforms.
• Topics Covered:
  • API basics and webhook configuration
  • Using tools like Zapier, Google Tag Manager, Firebase
  • Common sync errors and debugging tips
• Expected Outcomes:
  • Staff can troubleshoot sync failures
  • Able to identify where delays or gaps in real-time updates occur

🧾 Post-Training Activities

✅ Feedback Collection

• Use Google Forms or Typeform to gather anonymous session feedback.
• Questions include:
  • What was most useful?
  • What was unclear?
  • What would you like covered next?

✅ Competency Checklist

• Provide staff with a checklist per session to self-assess their confidence and skills.
• Managers can review this during performance discussions or project planning.

✅ Certification or Acknowledgment

• Issue internal certificates or acknowledgment emails to participants who complete all 3 sessions.

📊 Monitoring & Evaluation