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SayPro Review alignment with SayPro business and fundraising goals
SayPro Review: Alignment with Business and Fundraising Goals
Review Period: [Month & Year]
Prepared by: [Name]
Department: [Finance / M&E / Fundraising / Executive]
Date: [DD/MM/YYYY]
1. Overview of SayPro Strategic Business and Fundraising Goals
- Goal 1: Achieve diversified, sustainable monthly revenue streams.
- Goal 2: Increase unrestricted income to enhance operational flexibility.
- Goal 3: Strengthen donor and partner engagement to secure multi-year funding.
- Goal 4: Expand revenue from social enterprise products and services.
- Goal 5: Ensure alignment of income with programmatic impact and SDG targets.
2. Income Sources vs. Strategic Goals
| Income Source | Amount (ZAR) | Linked Goal(s) | Alignment Status (✔ / ✘) | Comments / Actions Needed |
|---|---|---|---|---|
| Grants (e.g., UNICEF) | 60,000 | Goals 1, 3, 5 | ✔ | Well aligned; maintain engagement |
| Product Sales | 3,500 | Goals 1, 4 | ✔ | Increase marketing to boost sales |
| Training Revenue | 10,000 | Goals 1, 4 | ✔ | Explore new market segments |
| Donor Contributions | 25,000 | Goals 1, 2, 3 | ✔ | Develop unrestricted fund appeals |
| Government Contracts | 0 | Goal 1 | ✘ | Reassess strategy to pursue tenders |
3. Performance Against Fundraising and Business Objectives
| Objective | Target | Actual This Period | Status (✔ / ✘) | Notes / Recommendations |
|---|---|---|---|---|
| Diversify income streams | ≥ 5 sources/month | 4 | ✘ | Identify new potential income sources |
| Increase unrestricted funds | 15% of total revenue | 8% | ✘ | Launch campaigns for flexible funding |
| Retain top 3 donors | 90% retention rate | 100% | ✔ | Maintain regular communication |
| Grow social enterprise revenue | +30% YoY growth | +12% | ✘ | Implement new sales strategies |
4. Key Insights and Challenges
- Strengths:
• Strong donor relationships with key partners
• Growing revenue from trainings and product sales - Challenges:
• Limited unrestricted funding constrains flexibility
• Government contract pipeline inactive this period - Opportunities:
• Develop digital fundraising campaigns
• Expand consulting services regionally
5. Recommendations and Action Plan
| Action | Responsible Team | Deadline | Status |
|---|---|---|---|
| Develop unrestricted donor appeal | Fundraising | [Date] | Pending |
| Launch marketing campaign for products | Marketing & Sales | [Date] | In Progress |
| Reassess government contract approach | Partnerships | [Date] | Planned |
6. Sign-Off
| Name | Position | Signature | Date |
|---|---|---|---|
| [Reviewer Name] | Finance Manager | ||
| [Reviewer Name] | Fundraising Lead | ||
| [Reviewer Name] | Executive Director |
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