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SayPro During the Event: Templates to Use: Institutional strategy templates, action plan templates, performance evaluation forms, and SWOT analysis worksheets.

Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407

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For the “Templates to Use” section during the event, hereโ€™s a breakdown of the key templates that will help participating institutions develop and implement their strategies, evaluate performance, and analyze their strengths, weaknesses, opportunities, and threats.


Templates to Use:

1. Institutional Strategy Template

  • Purpose: To provide a framework for developing a clear, actionable institutional strategy.
  • Sections Included:
    • Institutional Mission & Vision: Define the core purpose and long-term direction.
    • Strategic Objectives: Identify the key goals (short-term and long-term).
    • Key Initiatives: Outline specific actions and projects to achieve objectives.
    • Resource Allocation: Break down the financial, human, and technological resources needed.
    • Timeline: Create a timeline for achieving the strategic objectives.
    • Metrics of Success: Define KPIs (Key Performance Indicators) to track progress.
  • Outcome: Institutions can use this template to map out their comprehensive strategic plan.

2. Action Plan Template

  • Purpose: To create detailed, step-by-step action plans for each initiative within the institution’s strategy.
  • Sections Included:
    • Action Items: List specific tasks that need to be completed.
    • Assigned Roles: Assign responsibility to team members.
    • Deadlines: Establish realistic timelines for each task.
    • Resources Needed: Specify the resources, tools, or support needed for execution.
    • Milestones: Define clear milestones to track progress.
    • Status Updates: Track progress and note any roadblocks or adjustments needed.
  • Outcome: Institutions will have actionable and accountable plans for moving their strategies forward.

3. Performance Evaluation Form

  • Purpose: To evaluate the performance of both individuals and teams within the institution.
  • Sections Included:
    • Employee Information: Basic details about the person being evaluated (name, position, etc.).
    • Performance Criteria: Include categories like work quality, productivity, collaboration, innovation, leadership, etc.
    • Self-Assessment: A section where the employee can reflect on their performance.
    • Managerโ€™s Assessment: The manager or evaluator will rate the individualโ€™s performance based on preset criteria.
    • Development Needs: Identify areas for improvement or further development.
    • Goals for Next Review Period: Set new goals and expectations for the next evaluation cycle.
  • Outcome: Provides clear, constructive feedback for personal and professional development within the institution.

4. SWOT Analysis Worksheet

  • Purpose: To help institutions assess their internal strengths and weaknesses, as well as external opportunities and threats.
  • Sections Included:
    • Strengths: List key advantages the institution has over competitors (e.g., strong leadership, financial stability, skilled workforce).
    • Weaknesses: Identify areas where the institution can improve (e.g., outdated technology, gaps in skills, financial constraints).
    • Opportunities: Highlight external factors that could benefit the institution (e.g., market growth, new partnerships, technological advancements).
    • Threats: Assess external challenges or risks (e.g., competition, economic downturns, regulatory changes).
  • Outcome: Provides a comprehensive overview of the institutionโ€™s current position, helping to inform strategic planning.

How These Templates Will Be Used During the Event:

  • Interactive Sessions: Facilitators will guide participants through filling out each template, using real-world examples and case studies.
  • Collaborative Work: Participants will work in groups to develop strategies, action plans, and perform SWOT analysis for their respective institutions.
  • Instant Feedback: Participants can get immediate feedback from facilitators and peers to refine their templates.

These templates serve as practical tools that institutions can take back and apply immediately to strengthen their operations, improve performance, and stay aligned with their strategic goals. Would you like more specific details or customizations for any of these templates?

  • Neftaly Malatjie | CEO | SayPro
  • Email: info@saypro.online
  • Call: + 27 84 313 7407
  • Website: www.saypro.online

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