SayPro Week 1: Assessment of current marketing workflows and identification of integration points for M&E systems.

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SayPro Week 1 Report

Project: SayPro Once Off – Integration of M&E Systems into Marketing Workflows
Reporting Period: Week 1
Prepared by: [Your Name]
Date: [Insert Date]


Objective for Week 1

To conduct a baseline assessment of SayPro’s current marketing workflows and platforms, with the aim of identifying opportunities for integrating Monitoring & Evaluation (M&E) systems that enhance performance tracking, data visibility, and learning.


1. Activities Completed

ActivityDescriptionOutcome
Marketing Workflow ReviewReviewed SayPro’s digital marketing processes, platforms, and content flow.Mapped end-to-end process from campaign planning to publication and reporting.
Platform AuditAnalyzed platforms in use: Mailchimp, Meta Ads Manager, Google Analytics, WhatsApp, SayPro.orgIdentified existing data collection features and current reporting gaps.
Stakeholder ConsultationsConducted brief interviews with SayPro’s Communications, M&E, and IT teams.Collected insights into pain points, reporting needs, and opportunities.
Workflow MappingDeveloped a visual map of current campaign development, distribution, and feedback loops.Provided a shared reference to identify entry points for M&E.

2. Current Marketing Workflow Overview

Main Channels:

  • Email Campaigns (Mailchimp)
  • Social Media (Facebook, Twitter/X, Instagram, LinkedIn)
  • WhatsApp Broadcast Lists
  • Website Content & Blogs (SayPro.org)

Typical Workflow Stages:

  1. Campaign planning (content, target audience, objectives)
  2. Content creation and approval
  3. Distribution across platforms
  4. Data tracking (reach, clicks, likes, comments)
  5. Manual or basic analytics review

Current Gaps:

  • No standardized indicators for campaign effectiveness beyond reach/impressions
  • Lack of linkage between campaign objectives and M&E outcomes
  • Inconsistent use of reporting dashboards
  • Minimal feedback loop from campaign performance to learning/strategy

3. Identified Integration Points for M&E

Integration PointDescriptionPotential M&E Tool/Approach
Campaign ObjectivesAlign marketing goals with measurable M&E indicators (e.g. awareness, engagement, action)Develop indicator framework using Results-Based Management (RBM)
Content PlanningIntegrate M&E during content planning to track intended behavioral outcomesUse Theory of Change to design campaigns
Platform Data CollectionAutomate export of reach/engagement data for standardized reportsIntegrate APIs from Meta, Google, Mailchimp
CRM and Follow-upsConnect marketing interactions with SayPro’s CRM or beneficiary databaseLink CRM data with campaign touchpoints
DashboardsCreate centralized M&E dashboards pulling marketing dataUse Google Data Studio / Power BI for visualization
Reporting & LearningFeed insights from campaign data into program learning reviewsStandardize quarterly learning briefs from marketing data

4. Recommendations for Next Steps

  • Develop Indicator Framework specific to marketing outcomes (awareness, reach, engagement, action, conversion).
  • Select M&E Tools that are compatible with current marketing platforms (APIs, integrations, templates).
  • Design Prototype Dashboard using real campaign data.
  • Facilitate Alignment Workshop between M&E, Communications, and IT teams to confirm priorities and expectations.

Annexes (Optional)

  • Annex 1: Marketing Workflow Map
  • Annex 2: Stakeholder Summary Notes
  • Annex 3: Platform Audit Table
  • Annex 4: Preliminary Indicator Suggestions

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