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]

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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.

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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

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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

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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

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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

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6. Sign-Off

Name	Position	Signature	Date
[Reviewer Name]	Finance Manager
[Reviewer Name]	Fundraising Lead
[Reviewer Name]	Executive Director