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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:

  1. Log in to the SayPro website backend.
  2. Navigate to the appropriate content area (e.g., “Research Office → Strategic Partnerships”).
  3. Click Add New File or Upload Document.
  4. Fill metadata fields:
    • Title
    • Description (brief summary)
    • Tags (e.g., “Q2 Tracker,” “Partnership Summary,” “Impact Report”)
  5. 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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