SayPro: Partnership Value & Effectiveness Assessment Template
This template is designed to assess the value and effectiveness of each partnership SayPro forms, ensuring alignment with our organizational objectives. The assessment is based on predefined criteria such as objectives, outcomes, collaboration quality, and long-term potential. Each section is rated, and additional comments can be provided for qualitative insights.
Partnership Value & Effectiveness Assessment Template
1. Partnership Overview
- Partner Name:
- Start Date:
- Partnership Duration:
- Primary Area of Collaboration:
- Key Objectives:
2. Alignment with Strategic Goals
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Strategic Fit (How well does this partnership align with SayPro’s overall objectives?) | ||
| Mutual Benefits (Is there clear value for both parties in the partnership?) | ||
| Long-Term Potential (Does the partnership have room for growth or scalability?) |
Rating Scale: 1 = Poor, 5 = Excellent
3. Progress Toward Partnership Goals
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Goal Achievement (Are the set goals and KPIs being met?) | ||
| Milestone Completion (Has the partnership met key milestones or deliverables?) | ||
| Impact on SayPro (What tangible outcomes has SayPro seen from this partnership?) | ||
| Challenges Faced (What obstacles have been encountered, and how have they been addressed?) |
Rating Scale: 1 = Not Achieved, 5 = Fully Achieved
4. Quality of Collaboration
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Communication (How effective is communication between SayPro and the partner?) | ||
| Collaboration Tools (Are the tools used to facilitate collaboration effective?) | ||
| Team Engagement (Is the partnership team actively involved and invested?) | ||
| Flexibility and Adaptability (Has the partner demonstrated flexibility in adapting to changes?) |
Rating Scale: 1 = Poor, 5 = Excellent
5. Knowledge Exchange & Innovation
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Knowledge Sharing (Is valuable knowledge being exchanged between SayPro and the partner?) | ||
| Innovation Impact (Has the partnership led to innovative ideas, products, or solutions?) | ||
| Employee Skill Development (Has the partnership contributed to employee growth and skill enhancement?) |
Rating Scale: 1 = Low, 5 = High
6. Financial Impact
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Revenue Generation (Has the partnership generated measurable financial benefits?) | ||
| Cost Efficiency (Has the partnership helped reduce costs or increase operational efficiency?) | ||
| Return on Investment (ROI) (Does the partnership provide an acceptable ROI compared to the resources invested?) |
Rating Scale: 1 = Low, 5 = High
7. Partner Satisfaction
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Partner Satisfaction (How satisfied is the partner with the collaboration so far?) | ||
| Trust and Relationship (Is there mutual trust and a strong working relationship?) | ||
| Commitment to Future Collaboration (Does the partner show interest in continuing the partnership?) |
Rating Scale: 1 = Low, 5 = High
8. Overall Effectiveness Assessment
| Criteria | Rating (1-5) | Comments |
|---|---|---|
| Overall Value (How valuable has the partnership been to SayPro as a whole?) | ||
| Effectiveness (How effective has the partnership been in achieving its intended outcomes?) | ||
| Sustainability (Is the partnership sustainable and viable in the long term?) |
Rating Scale: 1 = Low Value, 5 = High Value
9. Recommendations for Future Engagement
- Areas for Improvement:
- Opportunities for Further Collaboration:
- Next Steps:
10. Final Rating Summary
| Overall Rating | Comments |
|---|---|
| Partnership Rating (Average of all sections) | |
| Next Steps Rating (Actions for moving forward) |
11. Additional Comments
Use this section to provide any other insights, feedback, or observations not covered in the previous sections.
Instructions for Use:
- Fill in each section based on the most recent data and experiences with the partnership.
- Rate each criterion using the 1-5 scale (1 = Low, 5 = High). Provide detailed comments or context for each rating.
- Calculate the overall score for each section and calculate an average score for the overall partnership rating.
- Provide actionable recommendations in the “Next Steps” and “Future Engagement” sections to help guide future collaboration.
By completing this template, SayPro can objectively evaluate the effectiveness of each partnership, ensuring that valuable partnerships are strengthened, and underperforming collaborations are identified and improved.
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