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SayPro Stakeholder Segmentation Checklist.
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: SayPro Stakeholder Segmentation Checklist
Version: 1.0
Document ID: SP-SEG-CHECKLIST-001
Issued By: SayPro Fundraising, Sponsorships, Donations, and Crowdfunding Office
Effective Date: March 2025
Approved By: SayPro Marketing Royalty
1. Purpose of the Checklist
The SayPro Stakeholder Segmentation Checklist is an internal data governance and marketing resource used to standardize the process of classifying SayPro’s stakeholders—donors, sponsors, crowdfunding participants, and affiliated partners—into meaningful categories. This segmentation is a critical component of SayPro’s data strategy, supporting:
- Personalized communication
- Targeted campaign design
- Donor retention and acquisition
- Reporting accuracy
- Efficient resource allocation
- Transparency in stakeholder engagement
Segmentation enables SayPro to understand its audience on a deeper level and craft data-driven outreach tailored to their location, funding behaviors, engagement frequency, and overall value to the organization.
2. Scope of the Checklist
The checklist applies to the SayPro CRM and directory management teams, event coordinators, sponsorship officers, and communications personnel. It is used during data intake, directory updates, campaign planning, and quarterly reviews.
Stakeholders that must be segmented include:
- Individual donors
- Corporate sponsors
- Event sponsors and partners
- Crowdfunding participants
- Volunteer donors
- In-kind contributors
3. When to Use the Checklist
- During onboarding of a new donor or sponsor
- After a campaign ends and records are updated
- Before launching a targeted communication
- Prior to preparing quarterly or annual reports
- During data audits or segmentation reviews
4. Segmentation Criteria
A. Geographical Location
| Criteria | Checked? | Notes |
|---|---|---|
| Country | ☐ | |
| Province/Region | ☐ | |
| City/Suburb | ☐ | |
| Urban vs Rural | ☐ | |
| International vs Local Donor | ☐ |
Purpose: Helps in localizing campaigns, events, and messaging.
B. Funding Type
| Criteria | Checked? | Notes |
|---|---|---|
| One-Time Donation | ☐ | |
| Recurring Donation | ☐ | |
| Corporate Sponsorship | ☐ | |
| In-Kind Contribution | ☐ | |
| Grant-Based Support | ☐ | |
| Crowdfunding Support | ☐ |
Purpose: Enables financial forecasting and tailored follow-up campaigns.
C. Campaign Participation
| Criteria | Checked? | Notes |
|---|---|---|
| Specific Campaign Name | ☐ | |
| Year/Quarter of Campaign | ☐ | |
| Campaign Type (Event, Online, Emergency) | ☐ | |
| Contribution Role (Donor, Sponsor, Partner) | ☐ | |
| Campaign Outcome Reached? | ☐ |
Purpose: Helps track stakeholder history and potential future alignment.
D. Engagement Frequency
| Criteria | Checked? | Notes |
|---|---|---|
| First-time Contributor | ☐ | |
| Occasional (1–2 times/year) | ☐ | |
| Seasonal Contributor | ☐ | |
| Quarterly Engagement | ☐ | |
| Monthly Contributor | ☐ | |
| Weekly/Frequent Donor | ☐ |
Purpose: Enables behavioral segmentation and loyalty initiatives.
E. Donation/Support Value
| Criteria | Checked? | Notes |
|---|---|---|
| Less than R500 | ☐ | |
| R500–R2000 | ☐ | |
| R2000–R10,000 | ☐ | |
| R10,000–R50,000 | ☐ | |
| R50,000+ | ☐ | |
| High-Value Donor (Top 5%) | ☐ |
Purpose: Allows SayPro to prioritize stewardship and premium engagement efforts.
F. Communication Preference
| Criteria | Checked? | Notes |
|---|---|---|
| ☐ | ||
| SMS | ☐ | |
| ☐ | ||
| Social Media DMs | ☐ | |
| Phone Call | ☐ | |
| Newsletter Subscription | ☐ | |
| Opt-Out | ☐ |
Purpose: Ensures respect for stakeholder communication preferences and legal compliance.
5. Segmentation Profile Summary
Once all boxes are checked and completed, the segmentation profile should be compiled and summarized in SayPro’s CRM system.
Example:
markdownCopyEditDonor: Jane Molefe
Location: Gauteng, SA (Urban)
Funding Type: Recurring Donor (Monthly)
Campaigns: Women Empowerment 2024, Literacy for Life
Frequency: Monthly
Average Donation: R1,500
Communication Preference: WhatsApp
6. Data Integration & Storage
- Segmentation results must be entered into SayPro’s CRM using the stakeholder profile section.
- The checklist can be stored as a PDF upload, or results can be captured via internal form submissions.
- For automation, segmentation tags will be applied in SayPro’s email marketing and campaign management systems.
7. Stakeholder Privacy & Compliance
- This checklist includes personal and financial classification; it must only be accessed by authorized personnel.
- Segmentation outcomes must not be shared externally without explicit consent.
- Ensure alignment with SayPro’s Data Protection Policy and local/international privacy laws (e.g., POPIA, GDPR).
8. Monitoring & Review
- Segmentation logic should be reviewed annually to adjust for evolving needs.
- The Data Governance Officer and Marketing Analyst are responsible for reviewing the completeness and impact of segmentation.
9. Benefits of Stakeholder Segmentation
- Increases donor and sponsor retention through relevant communication
- Improves fundraising performance with targeted campaigns
- Enhances reporting accuracy to boards and funders
- Strengthens relationships through personalized experiences
- Enables deeper data analysis for future forecasting and planning
10. Conclusion
The SayPro Stakeholder Segmentation Checklist is more than just a form—it’s a strategic tool that shapes how SayPro connects with its most important resource: its people. By consistently applying this checklist, SayPro ensures that communications are meaningful, campaigns are efficient, and relationships are cultivated with precision and care.
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