Tag: timelines

SayPro Action Plan 1: Improve Client Onboarding and Support

Goal:

Simplify and enhance the client onboarding journey and provide responsive support within 3 months.

Step	Action Item	Responsible Person	Deadline	Resources	KPI
1	Review current onboarding workflow	Onboarding Manager (T. Mokoena)	June 10	Workflow maps, feedback surveys	Time-to-onboard baseline
2	Redesign onboarding process for clarity and speed	Business Analyst (R. Dlamini)	June 25	Journey mapping tools, Notion	Onboarding time ≤ 3 days
3	Launch digital welcome kit with FAQs and video guides	Marketing Lead (S. Naidoo)	July 5	Canva, Loom, PDF tools	80%+ usage in client survey
4	Deploy AI chatbot for 24/7 support	IT Head (J. Mthembu)	July 20	ChatGPT API, dev hours	80% resolution rate
5	Conduct staff training on new tools	HR Trainer (B. Khumalo)	July 30	LMS, session materials	100% staff completion rate

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SayPro Action Plan 2: Improve Internal Communication Flow

Goal:

Ensure timely, consistent, and transparent communication across teams by Q3.

Step	Action Item	Responsible Person	Deadline	Resources	KPI
1	Conduct internal communication audit	HR Manager (P. Mhlongo)	June 5	SurveyMonkey, audit tool	90% response rate
2	Implement centralized messaging platform (e.g. Slack or MS Teams)	IT Lead (C. Nxumalo)	June 20	Software licenses, training docs	90% team adoption
3	Establish weekly department check-ins	Department Heads	Ongoing	Google Meet, calendar system	95% attendance
4	Publish internal monthly newsletter	Internal Comms (A. Mahlangu)	July 1	Mailchimp, templates	70% open rate
5	Evaluate communication impact via pulse surveys	People Ops (N. Sibanda)	August 10	Survey tools, analytics	20% increase in clarity score

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SayPro Action Plan 3: Optimize Data Accuracy and Reporting

Goal:

Ensure that internal and client-facing reports are 95%+ error-free and standardized by Q4.

Step	Action Item	Responsible Person	Deadline	Resources	KPI
1	Review current data entry/reporting workflows	Data Analyst (L. Zulu)	June 15	Process flowcharts	Baseline error rate
2	Create standardized reporting templates	Reporting Manager (K. Molefe)	July 1	Excel, Power BI	100% template usage
3	Train staff on new reporting procedures	L&D Lead (D. Nkosi)	July 15	Training modules	90% pass rate
4	Implement data validation checks in reports	IT Developer (M. van Wyk)	August 1	Validation scripts	<5% manual errors
5	Audit report accuracy monthly	QA Officer (F. Ramaphosa)	Ongoing	QA checklist	≥95% report accuracy