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SayPro Conduct a gap analysis between expected vs. actual SayPro revenue
SayPro Alignment Review: Income vs. Business & Fundraising Goals
Review Period: [Month & Year]
Prepared by: [Name]
Department: [Finance / M&E / Executive]
Date of Review: [DD/MM/YYYY]
🔹 1. SayPro Strategic Business & Fundraising Goals Overview
| Goal Area | Description | Timeframe |
|---|---|---|
| Financial Sustainability | Build diverse monthly revenue across grants, services, and partnerships | Ongoing (monthly) |
| Donor Engagement & Retention | Strengthen relationships with 5+ major donors and convert new prospects | 2025 |
| Revenue from Social Enterprise | Grow income from products and training services by 30% YoY | 2025 |
| Program-Driven Fundraising | Align 80% of income to active SayPro programs and SDG outcomes | Quarterly |
🔹 2. Monthly Income Alignment Table
| Income Source | Amount (ZAR) | Linked Goal Area | Strategic Fit (✓/✗) | Notes / Recommendations |
|---|---|---|---|---|
| UNICEF Institutional Grant | 60,000 | Donor Engagement & Program Alignment | ✓ | Supports child advocacy, SDG 16 |
| Workshop Fees (20 youth) | 10,000 | Social Enterprise Revenue | ✓ | Expand model in rural provinces |
| Toolkit Sales (Online) | 3,500 | Social Enterprise Revenue | ✓ | Improve online marketing and bundling strategy |
| Nedbank CSR Contribution | 25,000 | Donor Engagement & Program Fundraising | ✓ | Explore multi-year partnership |
| Government Tender Revenue | 0 | Business Growth | ✗ | No contracts this month—reassess pipeline focus |
🔹 3. Revenue vs. Strategic Allocation
| Category | Target Allocation % | Actual % This Month | Aligned? (✓/✗) | Notes |
|---|---|---|---|---|
| Program-Aligned Income | 80% | 87% | ✓ | Majority linked to youth and child programs |
| Product/Service-Based Income | 15% | 10% | ✗ | Increase training and toolkit visibility |
| General Unrestricted | 5% | 3% | ✗ | Identify sources for more flexible income |
🔹 4. Narrative Analysis
What’s Working:
- Strong program alignment with donor and training income
- Toolkit product sales show steady growth potential
- Improved documentation and tracking through SCLMR-1
Challenges Identified:
- Overdependence on 3-4 income streams
- Government procurement pipeline underperforming
- Unrestricted income remains low
Opportunities to Explore:
- Monthly subscription model for SayPro toolkits
- Cross-border training consulting (e.g., SADC expansion)
- Online donations tied to storytelling and impact campaigns
🔹 5. Recommendations & Next Steps
| Action Item | Responsible Unit | Due Date |
|---|---|---|
| Develop marketing plan for toolkit bundling | Training / Comms | 15/06/2025 |
| Reengage government tender leads | Partnerships & Exec | 30/06/2025 |
| Pilot unrestricted donor appeal campaign | Fundraising / Digital | 10/07/2025 |
🔹 6. Sign-Off and Follow-Up
| Reviewer Name | Position | Signature | Date |
|---|---|---|---|
| Finance Officer | |||
| Fundraising Lead | |||
| Executive Director |
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