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SayPro Sponsor Tracking Template.
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SayPro Sponsor Tracking Template
Objective:
The SayPro Sponsor Tracking Template is a log designed to track and manage sponsor contributions for each fundraising campaign or program. It ensures that all sponsor commitments are clearly documented, including financial contributions, timelines, and any special terms or expectations. This template helps keep track of sponsor deliverables, ensure timely acknowledgment, and optimize sponsor relationships throughout the campaign.
1. Sponsor Overview
This section provides a summary of the sponsor, including the sponsor’s name, contact information, and other relevant details.
Sponsor Name | Contact Person | Sponsor Type | Contact Information | Sponsor Category | Campaign(s) Sponsored |
---|---|---|---|---|---|
______________________ | _______________________ | __________________ | ________________________ | __________________________ | _____________________________ |
2. Financial Commitment
In this section, you’ll document the financial commitment each sponsor has made, including the agreed-upon amount, payment schedule, and any specific payment terms.
Sponsor Name | Total Commitment | Payment Schedule | Amount Paid to Date | Balance Remaining | Payment Terms | Notes |
---|---|---|---|---|---|---|
______________________ | $___________________ | _____________________ | $______________________ | $_____________________ | ______________________________ | ______________________________ |
3. Special Terms & Deliverables
This section tracks any specific terms agreed upon by the sponsor, such as recognition, branding requirements, or special deliverables (e.g., VIP tickets, speaking opportunities, etc.).
Sponsor Name | Special Terms/Expectations | Deliverables | Timeline for Deliverables | Notes |
---|---|---|---|---|
______________________ | ______________________ | ______________________ | ______________________ | ______________________________ |
______________________ | ______________________ | ______________________ | ______________________ | ______________________________ |
4. Acknowledgment & Recognition
This section tracks the recognition and acknowledgment the sponsor is entitled to based on the terms of the sponsorship. It ensures that the sponsor receives all agreed-upon visibility and benefits.
Sponsor Name | Recognition Method | Acknowledgment Timeline | Recognition Location (e.g., event signage, website, etc.) | Notes |
---|---|---|---|---|
______________________ | ________________________ | ____________________________ | ________________________ | ______________________________ |
______________________ | ________________________ | ____________________________ | ________________________ | ______________________________ |
5. Sponsor Engagement & Communication
This section allows tracking of all communications with sponsors, including meetings, follow-up calls, or emails to keep the sponsors informed and engaged.
Sponsor Name | Date of Communication | Mode of Communication (Call, Email, Meeting, etc.) | Topic Discussed/Updates | Follow-up Actions | Next Communication Date |
---|---|---|---|---|---|
______________________ | _________________________ | ______________________ | __________________________ | ______________________ | __________________________ |
______________________ | _________________________ | ______________________ | __________________________ | ______________________ | __________________________ |
6. Sponsor Performance & Impact
This section provides a log to track the sponsor’s impact on the campaign, including their return on investment (ROI) and the overall success of their contribution.
Sponsor Name | Impact on Campaign | Return on Investment (ROI) | Impact Metrics (e.g., website traffic, event attendance) | Notes |
---|---|---|---|---|
______________________ | ______________________ | ______________________________ | _________________________ | ______________________________ |
______________________ | ______________________ | ______________________________ | _________________________ | ______________________________ |
7. Sponsor Feedback & Relationship Management
This section captures any feedback provided by the sponsor, helping to gauge their satisfaction and maintain a strong relationship.
Sponsor Name | Feedback | Action Plan Based on Feedback | Next Steps for Relationship Management |
---|---|---|---|
______________________ | ______________________ | ______________________ | ______________________ |
______________________ | ______________________ | ______________________ | ______________________ |
8. Future Sponsorship Considerations
This section tracks potential or future sponsorship opportunities, including notes for follow-up or future proposals.
Sponsor Name | Future Sponsorship Interest | Potential Future Campaigns | Timeline for Follow-Up | Notes |
---|---|---|---|---|
______________________ | ______________________ | ____________________________ | ______________________ | ______________________________ |
______________________ | ______________________ | ____________________________ | ______________________ | ______________________________ |
Instructions for Use:
- Sponsor Overview:
- Enter basic information for each sponsor, including their contact person, type (e.g., corporate, individual), and the campaign(s) they are supporting.
- Financial Commitment:
- Log the total financial commitment made by each sponsor, including the payment schedule and amounts paid to date. This ensures that payments are made on time and in accordance with agreed terms.
- Special Terms & Deliverables:
- Track specific commitments such as deliverables (e.g., branded materials, VIP tickets) and recognition requirements. This ensures that all sponsor obligations are met.
- Acknowledgment & Recognition:
- Document how each sponsor should be recognized throughout the campaign. Include details about event signage, website mentions, or other promotional methods.
- Sponsor Engagement & Communication:
- Maintain records of all communications with sponsors, including the mode of communication and follow-up actions required to keep sponsors engaged.
- Sponsor Performance & Impact:
- Track the effectiveness of each sponsor’s contribution by monitoring campaign metrics (e.g., ROI, event attendance, website traffic) and the overall impact of their involvement.
- Sponsor Feedback & Relationship Management:
- Capture feedback from sponsors regarding their experience with the campaign and ensure that their concerns or suggestions are addressed.
- Future Sponsorship Considerations:
- Log any future opportunities with current sponsors, whether for renewal or new campaigns, and establish timelines for follow-up to ensure long-term relationships.
Conclusion:
The SayPro Sponsor Tracking Template helps ensure that all sponsor relationships are effectively managed by providing a clear and organized log of financial commitments, deliverables, communication, and impact. This template supports transparency, accountability, and effective relationship-building with sponsors, leading to stronger partnerships and better fundraising outcomes.
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