SayPro Completing the monthly Stakeholder Interview Tracker.

Gather Interview Data

• Collect all relevant details from the interviews conducted during the month:
  • Interviewee names and roles
  • Date and time of interviews
  • Interview topics/themes
  • Interview format (phone, Zoom, in-person)
  • Key insights or outcomes (brief notes)
  • Status of transcript and summary upload
  • Follow-up actions or next steps

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2. Use the Tracker Template

• Open the monthly Stakeholder Interview Tracker (Excel, Google Sheets, or SayPro’s internal system).
• Ensure all columns or fields are clearly labeled, typically including:
  • Interviewee Name
  • Organization/Affiliation
  • Contact Details
  • Interview Date
  • Interview Format
  • Interview Topic/Theme
  • Transcript Uploaded? (Yes/No)
  • Summary Uploaded? (Yes/No)
  • Follow-up Required? (Yes/No)
  • Notes/Comments

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3. Fill in Each Entry

• Enter accurate and complete information for each interview conducted.
• Mark the upload status of transcripts and summaries.
• Note any pending tasks or follow-ups needed.
• Add any comments relevant to the interview (e.g., challenges, notable quotes).

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4. Review and Verify

• Double-check for data accuracy and completeness.
• Verify upload statuses with the Interview Archive.
• Confirm follow-ups are assigned and scheduled.

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5. Submit and Share

• Save the updated tracker.
• Share the tracker with relevant team members, supervisors, or SayPro leadership.
• Keep a backup copy for records.

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Optional: Automate Reminders & Updates

• Use calendar reminders to update the tracker regularly.
• Set up email alerts for pending uploads or follow-ups.