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📄 SayPro Internal Review Checklist – Signed by Fundraising Lead.
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.
Email: info@saypro.online Call/WhatsApp: Use Chat Button 👇
Document Title: Internal Review Checklist for Donor Reports
Department: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Prepared For: SayPro Fundraising Lead & SCMR-2 Donor Reporting Division
Platform: https://saypro.online
Approval Signature: Required from SayPro Fundraising Lead
Version: 2.0
Document Type: Pre-submission Quality Assurance Record
🔷 Purpose of the Checklist
The SayPro Internal Review Checklist is a mandatory quality assurance and approval tool designed to ensure the accuracy, completeness, professionalism, and strategic alignment of all donor impact reports before final submission and upload.
This checklist must be completed and signed by the SayPro Fundraising Lead to verify that each report:
- Reflects verified project data
- Aligns with quarterly fundraising themes and KPIs
- Contains approved visual, narrative, and testimonial content
- Follows SayPro branding and ethical standards
- Is ready for donor-facing publication through the SayPro CRM and Donor Portal
🔷 Scope of Application
This checklist applies to all:
- Monthly SCMR-2 Donor Impact Reports
- Major donor customized reports
- Grant-funded progress reports
- Crowdfunding campaign updates
- Corporate partner briefing packages
It is a pre-submission compliance checkpoint before final reports are uploaded to https://saypro.online or shared directly with donors.
🔷 Sign-Off Responsibilities
The SayPro Fundraising Lead must personally review and approve the completed report, using this checklist as a guide. Their digital or written signature is required to proceed with:
- Internal publication
- Archiving in the SayPro CRM
- External donor communication
- Entry into the SCMR-2 reporting archive
🔷 SayPro Internal Review Checklist – Sections
Each section must be marked as Complete, Incomplete, or Requires Revision. Reviewer comments and sign-off must be provided.
✅ 1. REPORT STRUCTURE & FORMATTING
| Criteria | Status | Comments |
|---|---|---|
| SayPro Donor Report Master Template used correctly | ✅ / ❌ | |
| Title and donor name accurate and consistent | ✅ / ❌ | |
| Section headers follow SayPro style guide | ✅ / ❌ | |
| Document free of grammar/spelling errors | ✅ / ❌ | |
| SayPro branding applied (logo, colors, fonts) | ✅ / ❌ |
✅ 2. DATA & CONTENT ACCURACY
| Criteria | Status | Comments |
|---|---|---|
| Project outcomes verified with project manager | ✅ / ❌ | |
| KPIs included and aligned with strategy | ✅ / ❌ | |
| Data sourced from official SayPro platforms | ✅ / ❌ | |
| Financial figures matched with fundraising records | ✅ / ❌ | |
| Beneficiary numbers cross-checked and confirmed | ✅ / ❌ |
✅ 3. VISUAL & NARRATIVE COMPONENTS
| Criteria | Status | Comments |
|---|---|---|
| Photos are original, high-quality, and captioned | ✅ / ❌ | |
| At least one beneficiary testimonial included | ✅ / ❌ | |
| Visual charts and graphs follow SayPro templates | ✅ / ❌ | |
| Visual Asset Checklist attached | ✅ / ❌ | |
| Photo consent and attribution included | ✅ / ❌ |
✅ 4. DONOR EXPERIENCE
| Criteria | Status | Comments |
|---|---|---|
| Personalized appreciation message included | ✅ / ❌ | |
| Donor mapping to project confirmed | ✅ / ❌ | |
| Language is warm, clear, and donor-friendly | ✅ / ❌ | |
| AI-generated titles/summaries double-checked | ✅ / ❌ |
✅ 5. STRATEGIC ALIGNMENT
| Criteria | Status | Comments |
|---|---|---|
| Report aligns with current fundraising goals | ✅ / ❌ | |
| Quarterly impact theme reflected in messaging | ✅ / ❌ | |
| Opportunities for donor re-engagement identified | ✅ / ❌ | |
| Consistency with SayPro impact storytelling guidelines | ✅ / ❌ |
✅ 6. FINAL SUBMISSION CHECKPOINT
| Criteria | Status | Comments |
|---|---|---|
| Finalized PDF/Word version created | ✅ / ❌ | |
| Report uploaded to SayPro CRM | ✅ / ❌ | |
| Linked in donor dashboard or portal | ✅ / ❌ | |
| Submission email drafted and reviewed | ✅ / ❌ | |
| AI-Powered Message Tracker updated | ✅ / ❌ |
🖊️ Fundraising Lead Signature
| Name | Date | Signature |
|---|---|---|
| ______________________ | ______________ | ______________________ |
🔷 Record Archiving
Once signed and submitted, this checklist is archived with the corresponding donor report in the following locations:
- SayPro Donor Portal Document Repository
- SayPro Internal CRM > Document Library > SCMR-2 Reports
- Fundraising Office Google Drive Folder > Internal Review Logs
🔷 Notes for Continuous Improvement
The Fundraising Lead is encouraged to use the Comments sections to:
- Flag recurring challenges
- Recommend training for reporting officers
- Suggest improvements to templates or workflows
- Identify gaps in data quality or donor communications
🔷 Compliance Reminder
Failure to complete this checklist may result in:
- Delayed report delivery
- Mismatched donor communication
- Inconsistencies in impact metrics
- Reputational and legal risk for SayPro
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