SayPro Templates to Use (Available on SayPro Website) Partner Engagement Log Template

Here is the Partner Engagement Log Template for SayPro — designed to track communication, collaboration, and touchpoints with all external partners involved in resource-sharing initiatives. This template ensures that all interactions are documented clearly for transparency, follow-up, and reporting purposes.

📄 SayPro Partner Engagement Log Template

📍 Available on the SayPro Website > Resources > Templates Section
📎 File Format: Excel / Google Sheet / PDF / Word (editable)

🟦 Purpose:

To help SayPro teams systematically record all engagement activities with partner organizations, ensuring consistent communication, accountability, and historical tracking across initiatives.

📋 Template Fields

🟦 Instructions for Use:

1. Date: Date of the engagement or communication
2. Partner Organization: Name of the external partner
3. SayPro Staff Member: Name of the SayPro team member responsible for the engagement
4. Mode of Communication: How the communication occurred (Zoom, Email, Phone, In-person, etc.)
5. Purpose of Engagement: e.g., status update, resource planning, troubleshooting, report review
6. Key Discussion Points / Notes: Summary of the meeting or conversation
7. Action Items / Next Steps: Specific tasks agreed upon, with assigned responsibilities
8. Due Date: Deadline for the next action item or check-in
9. Status: e.g., Completed, In Progress, Pending Partner, Delayed

🛠 Recommended Use:

• Update in real-time after every engagement.
• Keep a separate log per partner, or use filters in a combined master file.
• Upload logs monthly to the SayPro Resource Sharing Portal for leadership and M&E teams.

📁 Available on SayPro Website:

🔹 Download Options:

• ✅ [Download Word Version (.docx)]
• ✅ [Download Excel/Google Sheets Version (.xlsx)]
• ✅ [PDF Printable Version (.pdf)]

🔹 Navigation Path:
SayPro Website > Resources > Templates > Partner Engagement Log Template

✅ Benefits:

• Tracks communication consistency across all initiatives
• Supports M&E and quarterly reporting
• Increases accountability and follow-through
• Helps identify bottlenecks or delays in real-time
• Enhances partner satisfaction through structured follow-up

Would you like a filled example log entry or assistance customizing this template for specific types of engagements (e.g., educational institutions or NGOs)?