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SayPro Upload progress trackers and partnership summaries to SayPro website
Step-by-Step Upload Plan
1. Prepare the Documents
- Progress Trackers: Ensure each tracker is up to date (e.g., Excel sheets, dashboards, or visual progress maps).
- Partnership Summaries: Include key data—partner name, objectives, duration, contributions, milestones, outcomes, and contact info.
🔒 Ensure all sensitive or confidential partner data is redacted or protected before publishing publicly.
2. File Naming & Version Control
Use a consistent naming format:
CopyEditSayPro_Partnership_Tracker_Q2_2025_v1.xlsx
SayPro_PartnerSummary_AfricaHealthInitiative_May2025.pdf
Keep a changelog to track updates (especially for living documents).
3. Categorize for Website Upload
Organize uploads into website sections:
- Partnerships → Progress & Impact
- Resources → Reports & Trackers
- Internal Portal (if private) → Secure Staff Access
4. Upload Process (Suggested Workflow)
Platform Admin Role:
- Log in to the SayPro website backend.
- Navigate to the appropriate content area (e.g., “Research Office → Strategic Partnerships”).
- Click Add New File or Upload Document.
- Fill metadata fields:
- Title
- Description (brief summary)
- Tags (e.g., “Q2 Tracker,” “Partnership Summary,” “Impact Report”)
- Upload and publish (or save as draft for review).
5. Notify Stakeholders
After uploading:
- Email SayPro staff or partners with the updated link.
- Include in the Weekly Friday Report.
- Feature key uploads in the internal dashboard or newsletter.
✅ Optional Tools & Formats
- Convert Excel to web-embedded dashboards using tools like Google Sheets or Airtable.
- Use PDF format for summaries for easier downloading and printing.
- Track downloads/views if analytics are enabled on the website.
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