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📄 SayPro Weekly Progress Report Template.
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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Document Title: Weekly Progress Report Template
Department: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Program: SayPro Monthly Donor Education (SCMR-2)
Reporting To: SayPro Fundraising Office and SCMR Oversight Team
Submission Platform: https://saypro.online
🔹 Introduction
The Weekly Progress Report Template is a standardized reporting tool for SayPro employees working within the SCMR-2 initiative and related planned giving education activities. It is designed to ensure accountability, track progress, share updates, highlight challenges, and evaluate the impact of planned giving outreach. Submitted weekly, the report ensures transparent communication between staff and the SayPro Fundraising Office and provides the data needed to adjust and refine donor engagement strategies in real time.
🔹 Purpose of the Report
- Track progress against planned educational activities and content goals.
- Monitor individual and team contributions to the SCMR-2 program.
- Report outcomes of webinars, workshops, digital campaigns, and outreach efforts.
- Capture donor feedback, questions, and trends from interactions.
- Identify challenges and propose solutions for engagement improvement.
- Provide data for monthly and quarterly donor education impact assessments.
🔹 Frequency & Submission
- Reporting Period: Monday to Sunday (Weekly)
- Submission Deadline: Every Monday by 12:00 PM
- Submission Method: Uploaded on https://saypro.online under the “SCMR-2 Reports” section.
🔹 Weekly Progress Report Template Structure
Each report must include the following sections:
1. Employee Information
- Name:
- Position:
- Department:
- Report Week (Date Range):
- Contact Info:
2. Summary of Activities
Provide a brief summary of tasks completed during the week.
| Date | Activity Type | Description | Platform Used | Time Spent (Hrs) |
|---|---|---|---|---|
| e.g., Webinar, Content Creation, CRM Update | Brief explanation of activity | SayPro Online, Zoom, Social Media, etc. |
3. Educational Content Published
Detail all planned giving materials created or published this week.
| Title | Content Type | Status | Link or File Path | GPT Use (Yes/No) |
|---|---|---|---|---|
| e.g., FAQ, Brochure, Guide | Drafted, Scheduled, Published |
4. Donor Sessions or Webinars Held
Document any live interactions with donors or participants.
| Session Title | Date & Time | Format | No. of Attendees | Key Highlights |
|---|---|---|---|---|
| Zoom/In-Person |
5. Donor Interactions & Feedback
Summarize major interactions, questions received, and any notable feedback.
- Total Donors Contacted:
- Total Follow-Ups Made:
- Common Questions Asked:
- Positive Feedback:
- Concerns or Issues Raised:
6. CRM & Engagement Tracking
Outline updates made in the SayPro CRM and outcomes from engagement tools.
| CRM Entry Type | No. Updated | Follow-Up Date Set | Notes |
|---|---|---|---|
| New Prospect, Updated Contact, Follow-Up Log, etc. |
7. Challenges Encountered
Highlight any obstacles faced this week in content development, outreach, or reporting.
- e.g., Low attendance at webinars, technical difficulties, lack of donor responsiveness
8. Support Needed
Specify any assistance, training, or resources you need from the SayPro Fundraising Office or Oversight Team.
- e.g., Need design help for a brochure, require CRM access update, request for co-hosting support
9. Next Week’s Planned Activities
List key tasks and deliverables scheduled for the upcoming week.
| Date | Task | Expected Outcome |
|---|---|---|
🔹 Appendices (Optional)
Attach any supporting documents, such as:
- Screenshots of published content
- Donor feedback forms
- Attendance sheets
- Updated educational material drafts
- CRM export (if requested)
🔹 Guidelines for Completion
- Be clear and concise in your descriptions.
- Use SayPro-approved terminology (e.g., “planned giving”, “legacy donors”).
- Indicate if content or reports were assisted by AI tools (like GPT).
- Report only activities and data from the specified week.
- Save and submit using the format:
Weekly_Report_YourName_YYYYMMDD.pdfor.docx
🔹 Strategic Value
- 📊 Data-Driven Improvements: Weekly tracking enables timely pivots in messaging and outreach.
- 👥 Donor-Centric Decisions: Insights gathered from weekly engagement help tailor campaigns to real donor concerns.
- 📅 Campaign Continuity: Keeps all stakeholders aligned with ongoing activities and responsibilities.
- 📈 Outcome Evaluation: Helps measure success and ROI of the SCMR-2 campaign.
- 💡 Capacity Building: Identifies team training needs and collaboration opportunities.
🔹 Final Note
The Weekly Progress Report is more than a task log—it is a reflection of SayPro’s dedication to integrity, accountability, and continuous improvement in donor engagement and education. Every report submitted contributes to SayPro’s mission to promote ethical, impactful giving and build a sustainable future.
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