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Title: SayPro Week 1 – Audit Existing Marketing Tools and Campaigns

Lead Unit: SayPro Marketing Department
Collaborating Departments: SayPro Data & Technology Team, SayPro Program Teams
Strategic Framework: SayPro Monitoring, Evaluation, and Learning (MEL) Royalty
Timeline: May 1 – May 7, 2025
Category: Marketing Optimization & Evaluation

1. Objective

To conduct a comprehensive audit of SayPro’s current marketing tools, platforms, and ongoing campaigns to assess their effectiveness, alignment with organizational goals, and identify areas for improvement or optimization. This will lay the foundation for enhancing future marketing strategies and digital engagement efforts.

2. Strategic Rationale

Conducting an audit of existing tools and campaigns will allow SayPro to:

• Identify inefficiencies in current marketing workflows and resource allocation
• Evaluate the performance of ongoing campaigns based on established KPIs
• Ensure alignment with SayPro’s overall programmatic goals and impact objectives
• Optimize marketing efforts by leveraging tools that work effectively and streamlining or phasing out ineffective ones
• Gather data-driven insights to inform strategic decisions for the next phases of marketing initiatives

3. Core Components of the Audit

A. Marketing Tools Evaluation

• CRM and Marketing Automation Tools:
  • Review tools like HubSpot, Salesforce, or Mailchimp used for donor management, beneficiary engagement, and email campaigns.
  • Assess user-friendliness, integration with other systems, and effectiveness in managing leads and automating workflows.
• Social Media Management Platforms:
  • Evaluate tools such as Hootsuite, Buffer, and Meta Business Suite to analyze social media performance, content scheduling, and analytics tracking.
• Email Campaign Tools:
  • Audit platforms like Mailchimp or ActiveCampaign for ease of use, segmentation capabilities, engagement rates, and reporting accuracy.
• Analytics and Reporting Tools:
  • Assess platforms like Google Analytics, Power BI, and Tableau for website tracking, campaign performance metrics, and the ease with which the team can pull actionable insights.

B. Campaign Performance Review

• Ongoing Campaigns:
  • Identify and review all active campaigns (email, social media, digital ads, etc.) to assess their performance against key metrics such as open rates, click-through rates (CTR), conversion rates, and engagement rates.
• KPIs and Metrics:
  • Examine current KPIs for each campaign and tool to assess if they are appropriately aligned with SayPro’s program goals and overall marketing objectives.
• Target Audience Alignment:
  • Review the effectiveness of campaigns in reaching the right target audiences (e.g., beneficiaries, donors, stakeholders) based on demographic data, geographic reach, and interests.

C. Alignment with Programmatic Goals

• Impact Goals Alignment:
  • Ensure that all marketing tools and campaigns are aligned with SayPro’s impact framework and contribute to programmatic objectives (e.g., increasing beneficiary engagement, donor conversion, etc.).
• Stakeholder Feedback:
  • Analyze feedback from stakeholders (beneficiaries, partners, donors) to determine whether current marketing initiatives resonate and communicate the intended message effectively.

4. Timeline and Activities

5. Deliverables

6. Key Success Metrics for the Audit

7. Risks & Mitigation

8. Conclusion

By completing this audit, SayPro will gain valuable insights into the effectiveness of its marketing tools, the performance of current campaigns, and the alignment of outreach efforts with the organization’s impact goals. This process will ensure that SayPro’s marketing efforts are optimized, data-driven, and strategically aligned with its mission, setting the stage for more successful digital engagement moving forward.