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SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
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SayPro Monitor engagement levels and feedback across SayPro teams
SayPro: Monitor Engagement Levels and Feedback Across SayPro Teams
Objective
To continuously assess and improve the effectiveness of business continuity initiatives, SayPro will implement a systematic approach to monitor engagement levels and collect feedback from all departments. This will enable data-driven adjustments to communication, training, and operational readiness activities.
The initiative is managed by the SayPro Strategic Planning Office, with oversight from SayPro Operations Royalty.
Purpose
- Measure staff participation and involvement in business continuity programs.
- Gather qualitative and quantitative feedback on training, communication, and procedures.
- Identify gaps, challenges, and opportunities to enhance SayProโs continuity culture.
- Foster transparent two-way communication between management and teams.
Key Engagement Metrics to Monitor
Metric Description Data Source Training Attendance Rate Percentage of staff attending continuity training sessions Attendance logs Platform Usage Frequency Number of logins and submissions on continuity platforms System analytics Feedback Submission Rate Volume of feedback forms and survey responses received Survey tools Employee Satisfaction Score Rating on continuity program satisfaction from surveys Post-training and periodic surveys Response Time to Communications Average time taken to respond to continuity-related emails/alerts Email monitoring tools Participation in Continuity Drills Number of staff participating in drills and simulations Drill attendance records
Feedback Collection Methods
- Online Surveys: Short, targeted questionnaires after training and major communications.
- Focus Groups: Departmental discussions to explore issues in detail.
- Suggestion Boxes: Anonymous input channels via digital forms.
- Direct Interviews: One-on-one feedback sessions with key staff members.
- Real-time Polls: Quick polls during meetings or webinars.
Monitoring Tools and Platforms
Tool Function SayPro Engagement Dashboard Real-time visualization of engagement KPIs SurveyMonkey/Forms Creation and distribution of feedback surveys SayPro Ideas Platform Tracking task completion and reporting Email Analytics Measuring open and response rates MS Teams/Zoom Hosting virtual feedback sessions
Reporting and Action
- Monthly Engagement Summary Reports prepared by the Strategic Planning Office.
- Reports highlight trends, positive feedback, and areas requiring intervention.
- Recommendations for improving communication, training, and process adherence.
- Presentation of findings to SayPro Operations Royalty and relevant department heads.
- Implementation of improvement actions with follow-up monitoring.
Continuous Improvement Cycle
- Monitor: Collect engagement data continuously.
- Analyze: Interpret feedback to identify patterns.
- Respond: Adjust training, communication, or processes as needed.
- Communicate: Share improvements and progress with all staff.
- Repeat: Ongoing cycle to maintain high engagement and preparedness.
Expected Outcomes
- Enhanced staff involvement in business continuity activities.
- Increased clarity and effectiveness of continuity communications.
- Stronger organizational resilience through proactive feedback integration.
- Empowered teams actively contributing to SayProโs preparedness culture.
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SayPro Monitor engagement levels and feedback across SayPro teamsย
SayPro Initiative: Monitoring Engagement Levels and Feedback Across SayPro Teams
Issued by: SayPro Human Capital & Strategic Planning Office
Under the Authority of: SayPro Operations Royalty
Date: May 2025
Reference Code: SCOR-ENGAGE-10
Objective
To systematically monitor and evaluate engagement levels and collect actionable feedback from all SayPro teams in order to enhance workplace satisfaction, improve communication, and support continuous organizational development.
Scope
This initiative covers all departments and operational units within SayPro, including:
- Human Resources
- Program Implementation
- Marketing & Communications
- Finance
- IT & Digital Systems
- Monitoring & Evaluation
- Health, Safety & Compliance
Key Actions
1. Engagement Surveys and Pulse Checks
- Conduct quarterly anonymous engagement surveys
- Implement monthly pulse surveys for rapid feedback on specific issues
- Use standardized and customized questions tailored to department needs
2. Feedback Collection Mechanisms
- Establish open channels such as suggestion boxes, digital feedback forms, and dedicated email addresses
- Host periodic focus group discussions and team check-ins
- Encourage upward and peer-to-peer feedback via SayProโs communication platforms
3. Data Analysis and Reporting
- Analyze quantitative and qualitative feedback using analytics tools
- Identify trends, strengths, and areas requiring intervention
- Prepare engagement reports with actionable insights for leadership review
4. Follow-Up and Action Planning
- Share summarized feedback results with teams and leadership
- Develop targeted action plans to address identified issues
- Monitor implementation and impact of interventions over time
Monitoring Tools
- SayPro Engagement Dashboard (real-time data visualization)
- Survey platforms integrated with SayPro-Ideas or LMS
- Feedback tracking logs and response trackers
Roles and Responsibilities
Role Responsibility Human Capital Office Design and administer surveys and feedback processes Department Heads Facilitate team participation and communication Strategic Planning Office Analyze data and coordinate reporting IT Support Maintain survey platforms and data security Operations Royalty Review reports and endorse improvement plans
Expected Outcomes
- Enhanced understanding of team morale and engagement drivers
- Increased responsiveness to employee concerns and suggestions
- Improved organizational culture and productivity
- Data-driven decision making for HR and operational improvements
Contact and Support
๐ง engagement@saypro.org
๐ +27 [Insert Number]
๐ www.saypro.org/engagement -
SayPro Week 4 (May 22 – May 31): Test, deploy, and train SayPro teams on new system
Title: SayPro Week 4 โ Test, Deploy, and Train SayPro Teams on New System
Lead Unit: SayPro Monitoring and Evaluation Monitoring Office
Collaborating Units: SayPro Web Team, SayPro Marketing, CRM Team, SayPro Human Resources & Learning
Strategic Framework: SayPro Monitoring, Evaluation, and Learning (MEL) Royalty
Timeline: May 22 โ May 31, 2025
Category: Digital System Rollout, Capacity Building, Operationalization
1. Objective
To ensure the successful deployment and adoption of the newly integrated SayPro systemsโconnecting M&E indicators, marketing platforms, CRM, and analytics modulesโthrough structured testing, full rollout, and comprehensive staff training.
2. Strategic Rationale
Testing, training, and deployment are essential to ensure:
- System performance and reliability before full organizational adoption
- Teams have the skills and confidence to use new tools effectively
- Change management is smooth and inclusive
- Data captured and reported through these systems are accurate and actionable
- Organizational workflows align with SayProโs impact and operational goals
3. Key Components of Week 4
Component Focus System Testing Functional, integration, and user acceptance testing across all modules System Deployment Move modules from staging to live SayPro environments User Training Hands-on training workshops, user guides, and Q&A sessions for all teams Support & Troubleshooting Provide live support and a ticketing/helpdesk system for issues Documentation & Handover Provide technical documentation and workflow manuals for long-term use
4. Detailed Timeline and Activities
Date Activity Details May 22 Final Pre-Launch Checks Review functionality, finalize backups, confirm go-live readiness May 23โ24 Functional & Integration Testing Test across CRM, M&E dashboards, beneficiary portals, and campaign modules May 25 User Acceptance Testing (UAT) Key staff from each department test real-world tasks and give feedback May 26 Live Deployment Push final version to live SayPro website and systems May 27โ28 Staff Training โ Group 1 & 2 Interactive workshops with M&E, Marketing, and Program teams May 29 Staff Training โ Group 3 & Custom Roles Train Admin, HR, and Support staff; address role-specific workflows May 30 Support Day & Open Q&A Live helpdesk, open Zoom support, and ticket resolution May 31 Wrap-Up & Evaluation Gather feedback, assess readiness, and identify areas for improvement
5. Training Focus Areas
Module What Staff Will Learn M&E Dashboard How to view, interpret, and use data to guide decision-making CRM Updates How to log interactions, view donor/beneficiary profiles, and use filters Marketing Tools How to track campaigns, read engagement metrics, and link outcomes Beneficiary Portal Supporting beneficiaries in accessing their profiles and giving feedback Feedback Tools Collecting and reviewing survey and feedback results
6. Deliverables
Deliverable Description Live System with Full Module Access All platforms live and accessible across departments Training Manuals & Video Guides PDF and video walkthroughs of each major system and process Support Plan & Helpdesk Setup Ticketing system or designated email/channel for technical support Training Attendance & Assessment Report Summary of participation, feedback, and readiness ratings from all trained staff Final Deployment Report Documenting what was launched, known issues, and rollout completion
7. Success Metrics
Metric Target by May 31, 2025 System stability and uptime โฅ 99% uptime after deployment Staff trained across departments 100% of targeted staff receive at least one training User satisfaction with training โฅ 90% rate training as useful and easy to follow Number of issues resolved within 48 hrs โฅ 90% of tickets resolved within two business days Accurate data syncing across platforms All indicators updated in real-time or per sync cycle
8. Risks & Mitigation
Risk Mitigation Strategy Low training attendance or engagement Offer multiple formats (live, recorded, written) and reminders via email/CRM Technical bugs post-deployment Set up live monitoring, rollback plans, and a rapid-response tech team Resistance to new system/processes Involve staff in testing; highlight user benefits and provide continuous support Inconsistent use of new tools Set expectations, update SOPs, and monitor system usage through backend logs
9. Post-Rollout Activities
- Weekly user check-ins during June to assess continued use and troubleshoot
- Quarterly impact review to assess data quality and team performance post-rollout
- System improvement backlog creation based on early user feedback and analytics
10. Conclusion
Week 4 marks the transition from development to full operationalization. By ensuring thorough testing, structured training, and live support, SayPro can secure maximum adoption and set the foundation for data-driven, integrated operations. This step will ensure all teams are empowered to leverage digital tools for greater impact, accountability, and efficiency.
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SayPro Democratize performance data access within SayPro teams
Title: Democratizing Performance Data Access Within SayPro Teams
Department: SayPro Monitoring and Evaluation Monitoring Office
Strategic Unit: SayPro Monitoring, Evaluation and Learning (MEL) Royalty
Timeline: Q2โQ3 2025
Category: Organizational Data Governance and Knowledge Access Initiative
1. Objective
To ensure timely, transparent, and equitable access to SayProโs programmatic, operational, and outreach performance data across all internal teamsโempowering staff at all levels to make data-informed decisions, enhance collaboration, and improve service delivery.
2. Strategic Rationale
Currently, performance data in SayPro is siloed across departments and platforms, with limited visibility outside of M&E or leadership teams. To foster a culture of data ownership, collaborative problem-solving, and real-time responsiveness, SayPro will:
- Break down data silos and centralize access
- Simplify complex datasets into actionable insights
- Equip staff with tools and confidence to use data effectively
- Promote transparency, accountability, and continuous learning
3. Key Components of the Initiative
A. Centralized Performance Data Hub
- Launch of a secure, user-friendly SayPro Performance Dashboard Portal, accessible by all authorized staff.
- Built on Power BI and Google Data Studio, linked with SayProโs existing CRM, M&E platforms, and program management systems.
B. Role-Based Access Framework
- Different levels of access tailored to job roles:
- Leadership View: Strategic overviews and organizational KPIs
- Program View: Outcome indicators, beneficiary data, implementation progress
- Marketing View: Engagement, campaign analytics, conversion insights
- Field/Community Staff View: Local project performance, community feedback, delivery metrics
C. Real-Time Data Sync and Reporting
- Integration of live data sources (e.g., KoboToolbox, HubSpot, GA4, Twilio) to provide daily to weekly refresh rates for key indicators.
- Automated push notifications for milestone thresholds or anomalies.
4. Access and Usability Features
Feature Description Dashboard Customization Users can select relevant data sets and create views aligned to their needs Mobile Compatibility Optimized for phones/tablets for use by field teams Multi-language Interface Interfaces available in English, French, and local languages Help & Support Section Guided walkthroughs, glossary of terms, FAQs, and chatbot integration
5. Capacity Building and Support
Activity Details Staff Trainings 3-tier training for leadership, technical users, and community-level staff Data Champions Program One champion per team trained to support data use and interpretation Monthly โData Use Clinicsโ Drop-in sessions for troubleshooting and data story discussions Knowledge Briefs & Infographics Simplified summaries of key trends circulated quarterly
6. Implementation Roadmap
Phase Activities Phase 1 โ Design Needs assessment, tool selection, dashboard wireframes Phase 2 โ Build System development, data pipeline integration, pilot with 3 departments Phase 3 โ Rollout Full launch, training sessions, support tools deployment Phase 4 โ Sustain Feedback loop, upgrades, and ongoing user support
7. Anticipated Outcomes
Outcome Target by Q4 2025 % of staff with access to relevant dashboards 100% (All departments) % of staff using performance data in their decision-making โฅ 85% (tracked via quarterly survey) Reduction in data request turnaround time From avg. 3 days to < 6 hours Program adjustments informed by performance data 70% of program teams report regular data-informed changes Staff confidence in using SayPro data systems โฅ 90% (measured post-training and via interviews)
8. Risks and Mitigation
Risk Mitigation Strategy Data overload or misinterpretation Simplified dashboards, embedded tooltips, training Resistance to change Change champions, peer testimonials, leadership buy-in Security concerns Role-based access, data anonymization, secure cloud setup
9. Monitoring and Evaluation
- Monthly Access Logs to track user activity and trends
- Quarterly Surveys to assess usefulness, understanding, and gaps
- Feedback Channel built into dashboard for real-time user input
- Annual MEL Review to adjust data indicators and visualization layers
10. Conclusion
This initiative will transform SayPro into a data-empowered organization where every team memberโfrom field officers to executivesโcan access, interpret, and act on performance data. It builds a culture of shared accountability, promotes organizational learning, and ensures SayPro delivers greater, more measurable impact.
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SayPro Engage with project owners, clients, or teams to gather implementation data.
SayPro Step-by-Step: How to Engage Stakeholders to Gather Implementation Data
1.SayPro Identify Key Stakeholders
- Who to Engage:
- Project Owners or Managers
- Partner Organizations
- Community Leaders
- SayPro Field Teams
- Clients/Beneficiaries (if applicable)
- Tool: Use the SayPro Stakeholder Summary Sheet to list contact details, roles, and relevance.
2.SayPro Define Your Data Collection Goals
- What do you need to know?
- Implementation progress
- Budget and resource usage
- Participation rates
- Successes and challenges
- Lessons learned
- Tip: Align questions with the SayPro Case Study Research Template or your Monthly Reporting & Reflection Template.
3.SayPro Select Your Engagement Method
Method Use Case Interviews For qualitative, in-depth understanding Surveys/Forms For structured, scalable feedback Focus Groups For diverse opinions in one discussion Reports/Emails For formal documentation and progress - Tool: Use the SayPro Interview Consent Form if collecting direct feedback from individuals.
4.SayPro Prepare Guiding Questions or Templates
Use GPT prompts or your own forms to guide conversations. Example:
โCan you describe the main implementation milestones achieved so far?โ
โWhat are the biggest challenges youโve faced in rolling out this phase of the project?โ
โHow have the participants responded to the activities?โ
5.SayPro Collect and Organize the Data
- Use shared folders or your SayPro workspace (e.g., SCRR-13) to upload:
- Interview notes/transcripts
- Completed survey forms
- Audio/video recordings (if permitted)
- Tool: Use a SayPro Case Study Template or M&E matrix to categorize your findings.
6.SayPro Validate and Clarify Findings
- Follow up with stakeholders if data is unclear or incomplete.
- Cross-check quantitative data with qualitative insights (e.g., match attendance logs with feedback comments).
7.SayPro Document and Summarize Insights
Use the SayPro Final Case Study Summary Submission Form to:
- Consolidate what you’ve learned
- Highlight trends or inconsistencies
- Provide actionable recommendations
SayPro Example Table: Engagement Planning Matrix
Stakeholder Role Engagement Method Key Info Needed Status Project Manager Oversight Interview Timeline, outcomes, budget usage Completed Field Team Leader On-ground delivery Focus group Daily challenges, participant feedback Scheduled Partner NGO Support role Email questionnaire Logistics, outreach strategies In Progress Beneficiaries Participants Survey Impact stories, satisfaction, suggestions Not Started
SayPro Tips for Effective Engagement
- Be clear about why youโre collecting data.
- Respect privacy โ always ask for consent.
- Adapt your language and method to your audience.
- Record and backup all responses (digitally or on paper).
- Who to Engage:
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SayPro Skills and Qualifications:Adaptability: Comfortable adapting training materials and sessions to meet the needs of diverse teams and evolving situations.
Certainly! Hereโs a detailed version of the “Skills and Qualifications” section focusing on Adaptability for the SayPro Monthly January SCLMR-6 initiative:
SayPro Monthly January SCLMR-6 Initiative โ Skills and Qualifications
Adaptability
A key qualification for staff involved in the SayPro Monthly January SCLMR-6 initiative is adaptability. The ability to adapt training materials and sessions to meet the needs of diverse teams and evolving situations is crucial for maintaining the relevance and effectiveness of crisis management training. Given the dynamic nature of crises and the varied backgrounds and roles of participants, being adaptable ensures that SayProโs crisis management program is flexible, responsive, and impactful across all levels of the organization.Key qualifications include:
- Customizing Training for Diverse Teams:
- Ability to modify training materials, delivery methods, and content to accommodate the different needs, expertise levels, and learning styles of participants from various departments or teams.
- Skilled in adapting sessions for cross-functional teams, ensuring that each department receives the relevant training while also fostering collaboration and shared understanding.
- Flexibility in Response to Evolving Situations:
- Ability to quickly adjust training approaches and content in response to changing crisis scenarios, organizational priorities, or external factors.
- Skilled in assessing the current crisis situation or training objectives and making on-the-fly changes to ensure the content remains timely, relevant, and effective.
- Adjusting to Real-Time Feedback:
- Capable of modifying training sessions or materials based on real-time feedback from participants, ensuring that any challenges or misunderstandings are addressed immediately.
- Proficient in using participant feedback during and after training sessions to refine materials, adjust pacing, or clarify complex concepts for better comprehension.
- Responding to Crisis Dynamics:
- Skilled in adapting crisis management strategies and training methods based on the nature of the crisis, ensuring that the training approach fits the specific context, whether itโs a cybersecurity incident, natural disaster, or operational disruption.
- Ability to pivot crisis management plans and training strategies based on emerging risks or changes in the organizational landscape.
- Handling Diverse Learning Environments:
- Comfortable adjusting the format of training sessions for various learning environments, including in-person, virtual, or hybrid formats.
- Proficient in modifying delivery techniques to ensure maximum engagement, whether in a live classroom setting, during remote webinars, or through interactive e-learning platforms.
- Personalizing Learning Paths:
- Ability to personalize training content for individuals with different roles and responsibilities, ensuring that each participant receives the specific information and skills that are most relevant to their position.
- Skilled at designing flexible learning paths that allow employees to focus on areas that align with their responsibilities while also covering general crisis management principles.
- Adapting to Technological Changes:
- Ability to quickly adapt to new technologies or tools that may be introduced for crisis management training, such as simulation platforms, communication software, or collaboration tools.
- Comfortable staying updated on the latest crisis management technologies and incorporating them into training to enhance learning outcomes.
- Balancing Structure and Flexibility:
- Ability to maintain a structured approach to training while being flexible enough to respond to participant needs, evolving scenarios, and changes in the organizational environment.
- Skilled in maintaining key learning objectives while adapting the method of delivery to ensure maximum impact and engagement, especially when working with teams at different stages of crisis readiness.
- Continuous Improvement Based on Experience:
- Willingness to modify future training sessions based on past experiences, lessons learned from previous crises, or feedback from participants.
- Able to incorporate new insights, techniques, and best practices into the crisis management training curriculum to keep it relevant and effective over time.
By fostering adaptability, SayPro ensures that its crisis management training is flexible, timely, and capable of meeting the diverse needs of its employees. This ensures that all teams are equipped to handle crises effectively, regardless of the situation or context.
Let me know if you’d like to expand on any of these qualifications further or need assistance with specific adaptable training formats!
- Customizing Training for Diverse Teams:
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SayPro Improve Decision-Making in Crisis Situations:Teach decision-making strategies under pressure, enabling SayPro teams to remain calm and effective when faced with emergencies.
Absolutely! Here is a detailed and professional articulation of that purpose:
SayPro Monthly January SCLMR-6 Initiative โ Detailed Purpose
Improve Decision-Making in Crisis Situations
Another key objective of the SayPro Monthly January SCLMR-6 initiative is to enhance the quality and speed of decision-making during high-pressure situations. This involves equipping SayPro teams with the skills, frameworks, and confidence needed to make sound, timely decisions when confronted with emergencies or rapidly evolving challenges.This objective will be achieved through:
- Training in High-Stakes Decision-Making: Providing practical training and simulations that help employees understand how to assess complex situations, weigh risks, and prioritize actions under pressure.
- Introducing Proven Frameworks: Teaching structured decision-making models such as OODA (Observe, Orient, Decide, Act), DECIDE, and other crisis management tools that support clarity and consistency in urgent situations.
- Developing Situational Awareness: Helping teams to quickly gather, interpret, and act on critical information, allowing them to respond appropriately and avoid missteps during emergencies.
- Strengthening Leadership Under Pressure: Empowering team leaders and managers with crisis leadership techniques that promote calm, clear communication and decisive action when every second counts.
- Encouraging Confidence and Accountability: Creating an environment where employees feel prepared to take initiative and make informed decisions without fear of negative repercussions when acting in the organizationโs best interest.
By focusing on decision-making under pressure, this initiative aims to ensure SayPro personnel can operate effectively and cohesively during crisesโreducing response times, improving outcomes, and maintaining organizational stability.
Let me know if you want this adapted into training content, a presentation, or an internal memo.
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SayPro The purpose of the SayPro Monthly January SCLMR-6 initiative is to:Develop Crisis Management Plans: Help teams create or refine their crisis management plans to prepare for unexpected events or emergencies.
Certainly! Here’s a detailed and professionally written explanation of the purpose statement:
SayPro Monthly January SCLMR-6 Initiative โ Detailed Purpose
Develop Crisis Management Plans
The SayPro Monthly January SCLMR-6 initiative is designed to support teams in creating, evaluating, and refining their crisis management plans to ensure organizational preparedness for a wide range of unexpected events and emergencies. This component of the initiative emphasizes proactive planning and risk mitigation by:- Establishing Clear Protocols: Assisting departments and teams in outlining step-by-step procedures for responding to various crisis scenarios, ensuring that everyone understands their roles and responsibilities in a high-pressure situation.
- Identifying Potential Risks: Encouraging teams to assess and prioritize potential threatsโwhether natural disasters, operational disruptions, cybersecurity incidents, or reputational risksโand integrate those insights into their planning.
- Improving Coordination and Communication: Promoting structured communication frameworks to ensure timely and accurate information flow between internal stakeholders, leadership, and external partners during a crisis.
- Ensuring Business Continuity: Supporting the development of recovery strategies that maintain critical operations, minimize downtime, and safeguard essential resources, enabling the organization to recover swiftly from disruptions.
- Regular Testing and Updates: Encouraging a culture of continuous improvement through scheduled plan reviews, scenario-based exercises, and updates in response to new risks or organizational changes.
By focusing on the development and refinement of crisis management plans, this initiative aims to build a more resilient, agile, and responsive SayPro workforce capable of handling emergencies with confidence and clarity.
Let me know if you want this adapted into a presentation slide, email announcement, or training document.
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SayPro Conduct 2 internal workshops to train teams on marketing strategy development and performance evaluation.
SayPro Internal Marketing Training Workshops
โ Workshop 1: Marketing Strategy Development
๐ Title:
“Building Impact-Driven Marketing Strategies for SayPro Programs”
๐๏ธ Duration:
Half-day session (3.5 hours)
๐ฏ Objectives:
- Equip teams with a structured framework to develop program-aligned marketing strategies
- Train participants to define goals, target audiences, messaging, and campaign plans
- Align cross-departmental inputs with SayProโs mission and services
๐ Agenda:
Time Activity 09:00โ09:15 Welcome & Objectives of the Workshop 09:15โ09:45 Session 1: What Is a Marketing Strategy? (Presentation + Q&A) 09:45โ10:30 Session 2: Core Elements of Strategy: Goals, Audience, Channels, KPIs 10:30โ10:45 Break 10:45โ11:30 Session 3: Group Exercise โ Build a Strategy for a SayPro Service 11:30โ12:00 Session 4: Team Presentations and Peer Feedback 12:00โ12:30 Wrap-Up: Lessons Learned + Strategy Toolkit Distribution
๐งฐ Materials Provided:
- SayPro Marketing Strategy Template
- Audience Persona Development Worksheet
- Strategic Messaging Framework
- Examples of Past Campaigns
โ Workshop 2: Marketing Performance Monitoring and Evaluation
๐ Title:
“Measuring What Matters: Evaluating SayProโs Marketing Campaigns”
๐๏ธ Duration:
Half-day session (3.5 hours)
๐ฏ Objectives:
- Teach staff how to set measurable KPIs for marketing campaigns
- Introduce tools for tracking, reporting, and interpreting marketing data
- Enable data-driven decision-making for future campaign optimization
๐ Agenda:
Time Activity 14:00โ14:15 Introduction: Why Marketing Evaluation Matters to SayPro 14:15โ14:45 Session 1: KPIs and Metrics โ What Should We Measure? 14:45โ15:30 Session 2: Tools for Performance Monitoring (Google Analytics, Social Insights) 15:30โ15:45 Break 15:45โ16:30 Session 3: Workshop โ Evaluate 2 Live Campaigns 16:30โ17:00 Discussion: Key Insights + Setting Up Ongoing M&E Framework
๐งฐ Materials Provided:
- Marketing Campaign Evaluation Checklist
- Campaign Report Template
- KPI Dashboard Sample
- Digital Tools Quick Guide (Meta Ads, GA4, Mailchimp, etc.)
๐ฅ Target Participants (for both workshops):
- Marketing and Communications Team
- Program Managers and Coordinators
- MEL Team (Monitoring, Evaluation, Learning)
- Admin/Support Staff interested in communications
โ Expected Outcomes:
- Increased alignment between program and marketing goals
- Staff confidence in building and evaluating marketing strategies
- Better collaboration across departments for campaign development
- Clearer understanding of how to measure ROI and campaign impact