SayPro A template for organizing insights into categories such as “Best Practices,” “Lessons Learned,” and “Case Studies.”

Certainly! Here’s a structured SayPro Insight Categorization Template designed to help organize insights into clearly defined categories like Best Practices, Lessons Learned, and Case Studies. This ensures that all submitted insights are easily searchable, comparable, and applicable across SayPro.

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✅ SayPro Insight Categorization Template

📌 Use this template to classify and organize each insight into a relevant category, making it easier for others to find and apply shared knowledge.

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🗂️ 1. Insight Title

A brief, descriptive title that summarizes the insight.

Example: “Community-Led Design Increased Stakeholder Ownership”

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👤 2. Submitted By

Name(s), Department, and Date

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📌 3. Primary Category (Choose One)

✅ Select the category that best fits the insight.

• ☐ Best Practice
  A proven approach or technique that delivered consistently positive results.
• ☐ Lesson Learned
  A reflection on what didn’t work or could be improved, based on experience.
• ☐ Case Study
  A detailed narrative of a project, initiative, or experience, including context, actions taken, outcomes, and insights.
• ☐ Innovation
  A new or creative approach that was tested and showed promising results.
• ☐ Lessons from Failure
  An honest account of what went wrong, why it happened, and how to avoid it in the future.
• ☐ Monitoring & Evaluation Insight
  Key findings or results from M&E activities that provide evidence for future decisions.
• ☐ Other (please specify):

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🧩 4. Sub-Themes (Select All That Apply)

Use sub-themes to refine classification.

• ☐ Stakeholder Engagement
• ☐ Capacity Building
• ☐ Project Planning & Management
• ☐ Training & Facilitation
• ☐ Youth Development
• ☐ Digital Tools/Platforms
• ☐ Community Involvement
• ☐ Communication & Outreach
• ☐ Policy & Governance
• ☐ Monitoring & Evaluation
• ☐ Risk Management
• ☐ Internal Processes
• ☐ Other: _______________________

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🏷️ 5. Tags / Keywords

Add relevant keywords to improve searchability.

Example: “peer facilitation,” “feedback loop,” “training design”

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📎 6. Linked Files or Reports (Optional)

• Attach any documents or links that provide further details, such as:
  • Full case study report
  • M&E summary
  • Training feedback
  • Photos or visuals

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✅ 7. Repository Placement Recommendation

Indicate where this insight should live in the SayPro knowledge repository.

• ☐ Project Learnings
• ☐ Best Practices
• ☐ Case Studies
• ☐ Lessons from Failures
• ☐ Evaluations & Reports
• ☐ Insights Archive
• ☐ Other: __________________________

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✏️ 8. Reviewer Notes (For KM Team Use Only)

(Optional – internal section for review team to approve, edit, or reclassify the insight)

Comments, suggestions, or decisions on categorization and publishing.

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🧠 Example Entry (for reference):

• Title: “Using WhatsApp to Improve Community Training Participation”
• Category: Best Practice
• Sub-Themes: Digital Tools, Training & Facilitation
• Tags: WhatsApp, engagement, mobile training
• Summary: WhatsApp reminders increased training attendance by 30%. This strategy is cost-effective and scalable.
• Recommendation: Roll out across similar rural training programs.

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Would you like this turned into a fillable form (e.g., Google Form, Word Doc, or Excel sheet) to share with teams? I can create a ready-to-use version for you!