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SayPro Develop custom reporting templates aligned with SayPro’s M&E and strategic communication goals.
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
Project Title:
Development of Custom Marketing Reporting Templates Aligned with SayPro M&E and Strategic Communication Objectives
🎯 Purpose:
To provide clear, consistent, and actionable reporting formats that allow SayPro to:
- Track marketing performance indicators across platforms.
- Align communication outputs with strategic goals.
- Support data-driven decision-making by leadership, M&E, and outreach teams.
🧩 Key Principles for Template Design
- Standardization: Consistent layout and structure across all campaigns.
- Simplicity: User-friendly and easy to interpret by both technical and non-technical stakeholders.
- Alignment: Reports must reflect SayPro’s Theory of Change and Key Result Areas (KRAs).
- Actionability: Focus on insights, recommendations, and next steps.
📄 Custom Reporting Templates Overview
1. Monthly Marketing Performance Report Template
Audience: MEL Office, Marketing Leads, Senior Management
| Section | Description |
|---|---|
| Cover Page | Month, Department, Author, Version |
| Executive Summary | High-level insights on audience reach, engagement, and strategic alignment. |
| Campaign Overview | Table of all campaigns run that month, their goals, and audience segment. |
| Performance Metrics | Charts + data table showing KPIs: Reach, CTR, Engagement, Leads, Conversions. |
| Audience Feedback Summary | Summary of feedback scores, satisfaction, testimonials. |
| Challenges & Risks | Identified issues, delays, or missed targets. |
| Recommendations | Proposed changes, A/B testing ideas, strategic shifts. |
2. Campaign Evaluation Template
Audience: Project Managers, Donors, M&E Staff
| Section | Description |
|---|---|
| Campaign Title | Name, type (awareness, lead generation, event), dates |
| Objective(s) | Strategic communication goal (e.g., increase youth sign-ups) |
| Target Audience | Demographics, geography, platform used |
| Key Messages | Messaging pillars and creative angles |
| Performance Results | KPIs (with visuals): Reach, CTR, sign-ups, cost-per-click (CPC), ROI |
| Qualitative Results | Audience feedback, social sentiment, testimonials |
| Lessons Learned | What worked, what didn’t, and why |
| Follow-up Actions | Adjustments for next phase or new campaigns |
3. M&E-Aligned Communication Results Scorecard
Audience: Executive Leadership, M&E Board
| Category | KPI | Target | Actual | Status | Notes |
|---|---|---|---|---|---|
| Reach | Impressions (Website + Social) | 50,000 | 48,320 | 🔶 Slightly below | Platform updates in progress |
| Engagement | Social Media Engagement Rate (%) | 5% | 6.2% | ✅ Exceeds | Strong youth content |
| Lead Conversion | New Sign-ups from Campaigns | 1,000 | 1,140 | ✅ Exceeds | Strong CTA execution |
| Satisfaction | Average Event Feedback Score | 4.5 / 5 | 4.2 | 🔶 Slightly below | Training for facilitators needed |
🔧 Implementation Plan
| Task | Owner | Timeline |
|---|---|---|
| Design Templates (Initial Draft) | M&E + Marketing | Week 1 |
| Review with IT & Comms Team | All Departments | Week 2 |
| Pilot with 1–2 Campaigns | Marketing Team | Week 3 |
| Revise & Finalize Templates | M&E | Week 4 |
| Full Adoption | Org-wide | Week 5 onward |
📦 Outputs Delivered
- 📝 3 Custom Templates (Monthly, Campaign, Scorecard)
- 📊 Auto-filled Dashboard Version (optional integration with Google Data Studio or Power BI)
- 📚 User Guide for staff on how to fill and interpret each report
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