📚 SayPro M&E Support Resource Kit

Prepared by: SayPro Monitoring Office | Monitoring, Evaluation, and Learning Royalty
Purpose: To provide self-help tools that assist staff in using the M&E system confidently and independently.

🧾 1. SayPro M&E Frequently Asked Questions (FAQs)

Format: PDF + Intranet page + printable version
Updated Quarterly
Sections:

A. Getting Started

• How do I log in for the first time?
• What do I do if I forget my password?
• How do I know which projects I’m assigned to?

B. Data Entry

• How do I add new data for an indicator?
• Can I upload documents as evidence?
• What file types can be uploaded?

C. Reports & Dashboards

• How do I generate a monthly report?
• Can I export graphs or raw data?
• Why is my indicator showing “0” despite data entered?

D. Troubleshooting

• The system won’t load – what do I do?
• I submitted data but it doesn’t show on the dashboard.
• I entered incorrect data – how do I correct it?

📖 2. User Guides

Format: PDF (with screenshots), 8–12 pages
Versions:

• Full Guide for M&E Officers
• Quick Guide for Field Staff
• Partner-Specific Guide

Contents:

1. System overview
2. Login and access setup
3. Entering data
4. Uploading evidence
5. Tracking progress
6. Generating reports
7. Common issues and how to solve them
8. Contacting support

✅ 3. Troubleshooting Cheat Sheet (1-page printable)

Title: “Having Trouble? Try This First!”
Purpose: Quick first-aid for users facing common errors

Example Entries:

🔧 Include contact info for escalated support at the bottom

📋 4. Visual Flowcharts & Process Maps

Format: Infographics (A3 printable + digital)
Examples:

• “How to Enter New Monitoring Data”
• “M&E Report Generation Process”
• “Who to Contact for Help” Tree

🎞️ 5. Resource Hub on Intranet or LMS

• All guides, FAQs, and support documents in one central location
• Categorized by topic: Data Entry, Reports, Troubleshooting, Training
• Downloadable formats (PDF, Word, PPT)
• Searchable content (for quick find)

🧑‍💻 6. Ongoing Updates & Feedback Loop

• Resource materials updated based on:
  • Staff feedback
  • Support queries received
  • System changes or upgrades
• Feedback form linked at bottom of every document:
  “Was this helpful? Tell us how we can improve.”

🔧 Optional: Interactive Help Widget (if system allows)

• Pop-up guidance for key pages in the M&E system
• Step-by-step walkthroughs for first-time users

📦 Next Step: Resource Material Production Plan