Author: Mapaseka Matabane

SayPro Confidentiality & Data Privacy Agreement

Key Components:

• Confidentiality Obligations
  You agree to keep all SayPro data, research findings, interview transcripts, and proprietary information strictly confidential.
• Data Privacy Compliance
  Commitment to handle all personal and sensitive data in accordance with SayPro’s privacy standards and applicable laws (e.g., POPIA, GDPR where relevant).
• Restricted Data Use
  Data and insights must only be used for authorized SayPro research purposes and must not be shared outside approved teams.
• Security Measures
  Obligation to use secure platforms, strong passwords, and approved devices when accessing SayPro data.
• Breach Reporting
  Immediate reporting of any suspected data breach or unauthorized access to SayPro Compliance Office.

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🖋️ Action Steps

1. Access the Agreement Template
   • Find it under SayPro Portal:
     Resources > Policies > Confidentiality & Data Privacy Agreement
2. Review Carefully
   • Read all terms fully
   • Ask your SayPro Compliance Officer or legal contact if unclear
3. Sign Electronically or Print & Sign
   • Submit signed copies via SayPro Portal upload section or email to:
     compliance@saypro.org
4. Keep a Personal Copy
   • Save your signed agreement for your records

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✅ Confirmation

You will receive an acknowledgment email confirming receipt and acceptance of your signed agreement.

Required Documentation

1. Valid Identification

• Official government-issued ID such as:
  • National ID card
  • Passport
  • Driver’s license
• Must be current and unexpired
• Copy should be clear and legible, with photo and personal details visible

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2. Proof of Qualifications Relevant to Market Research

• Educational certificates or diplomas in relevant fields, such as:
  • Market Research
  • Social Sciences (e.g., Sociology, Psychology, Anthropology)
  • Business, Marketing, Statistics, or Data Analytics
• Professional certifications or training programs, e.g.:
  • Certified Market Research Professional (CMRP)
  • Insights Association Certification
  • SayPro internal research training certificates
• Transcripts or course completion records if applicable

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3. How to Submit

• Scan or take high-quality photos of your documents
• Upload securely via the SayPro Portal under:
  Profile > Verification > Document Upload
• Alternatively, submit through official HR or Compliance channels as instructed

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4. Data Privacy

• Documents are stored securely and accessed only by authorized personnel
• Used solely for verification and compliance purposes
• Not shared externally without explicit consent

Accessing SayPro Standardized Templates

1. Where to Find Templates

• Log into the SayPro Research Portal
• Navigate to:
  Resources > Templates & Forms
• Alternatively, check your SayPro internal team folder or reach out to your research coordinator.

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📋 Templates Overview & Usage

🔹 Interview Guides

• Purpose: Structured question flow aligned with SCRR protocols and GPT-extracted topics
• Features:
  • Sections by research theme
  • Suggested probing questions
  • Instructions for note-taking and time management
• How to use: Customize minor details for specific segments, but keep core questions intact to maintain comparability.

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🔹 Consent Forms

• Purpose: Ensure ethical compliance and participant understanding
• Features:
  • Clear, simple language
  • Rights and confidentiality clauses
  • Options for verbal or written consent
• How to use:
  • Present to participants before interview start
  • Record consent in SayPro portal
  • Store signed forms securely or record verbal consent via recording.

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🔹 Reporting Templates

• Purpose: Standardize reporting format for easy review and aggregation by SayPro Research Royalty
• Features:
  • Preformatted sections (Executive Summary, Thematic Analysis, Quotes, Recommendations)
  • Table of contents and consistent styling
  • Citation guidelines for referencing SayPro codes and prompts
• How to use: Populate each section with your analysis, keeping formatting consistent for professional presentation.

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✅ Benefits of Using SayPro Templates

• Streamlines training and onboarding of new researchers
• Enables seamless aggregation of data across studies
• Ensures regulatory and ethical compliance
• Enhances SayPro brand and research reputation

ayPro Collaboration Workflow: Researcher ↔ Data Analyst

1. Share Clean, Well-Organized Data

• Provide analysts with:
  • Fully anonymized transcripts
  • Coded thematic datasets (tagging sheets)
  • Metadata (participant profiles, segments, dates)
  • Interview prompt usage logs (if applicable)
• Use SayPro’s shared secure drive or Research Portal upload area.

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2. Schedule Regular Sync Meetings

• Weekly or bi-weekly touchpoints to:
  • Review preliminary findings
  • Clarify ambiguous codes or emerging patterns
  • Align on research questions and hypotheses
• Use SayPro Teams/Slack channels for ongoing quick communication.

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3. Co-Design Data Visualization & Reporting

• Work with analysts to:
  • Develop dashboards (heatmaps, word clouds, sentiment analysis)
  • Create cross-segment comparison charts
  • Identify storylines supported by qualitative data
• Share feedback iteratively to refine insights presentation.

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4. Integrate GPT-Prompt Mapping

• Provide analysts with prompt-to-code mapping documents.
• Help interpret how GPT-based questions relate to emerging themes.
• Support automated insight clustering or AI-assisted tagging if used.

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5. Validate Insights with Triangulation

• Cross-check analyst-generated themes with your field observations.
• Flag any discrepancies or unexpected findings.
• Suggest follow-up interview questions or data pulls if needed.

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6. Prepare Joint Deliverables

• Co-author final reports, presentations, or executive summaries.
• Ensure technical accuracy and contextual richness.
• Incorporate data analyst visualizations with qualitative narrative.

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7. Maintain Data Privacy & Ethical Standards

• Share only on SayPro-approved platforms.
• Avoid sharing identifiable information.
• Keep track of data access logs.

SayPro Documentation Submission Process

✅ Step 1: Organize Final Documents

Ensure all required materials are finalized and labeled clearly:

Common Files to Prepare:

Document Type	Recommended Format	File Naming Convention Example
Thematic Analysis Report	.pdf or .docx	SCRR6_InterviewAnalysis_EasternCape_May2025.pdf
Interview Transcripts (Anonymized)	.docx or .txt	Transcript_ID1234_Gauteng.txt
Consent Logs	.xlsx or .pdf	ConsentLog_SCRR6_May2025.xlsx
Coding Sheet (Insight Tagging)	.xlsx	ThemeCoding_MOT-EMO-BAR_BEH_Segments.xlsx
Privacy Compliance Checklist	.pdf	PrivacyChecklist_SCRR6_ResearchTeam01.pdf
Interview Prompt Tracker (if used)	.xlsx	PromptUsage_Tracker_Generation5.xlsx

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✅ Step 2: Log into the SayPro Portal

Navigate to:
🔗 https://research.saypro.online/submit (or your assigned SayPro Research environment)

Use your SayPro credentials and select the correct research stream:

• 📂 SCRR-6: Consumer Interviews
• Or any relevant research unit (e.g., SCRR-1, SCRR-15)

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✅ Step 3: Upload Files to Assigned Submission Folder

In the submission interface:

1. Click “Upload Documentation”
2. Choose the correct reporting cycle or deadline batch
3. Upload all finalized documents under appropriate headers:
   • Report
   • Transcripts
   • Supporting Documents
   • Compliance Checklists

📌 Ensure that file names match SayPro’s naming conventions to avoid rejection.

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✅ Step 4: Complete Submission Checklist

Before clicking submit, you will be asked to:

• ✅ Confirm file categories
• ✅ Tick a submission confirmation box
• ✅ Enter your team name and submission lead
• ✅ Agree to SayPro ethical and privacy policies

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✅ Step 5: Confirm Submission

After successful upload:

• Receive an on-screen confirmation message
• A downloadable submission receipt (PDF) will be generated
• You’ll receive an email confirmation with a timestamp and document log

🛠 Need to make changes? You have 24 hours to resubmit unless it’s the final cutoff.

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📅 Deadlines

Always refer to:

• 📌 SayPro Submission Calendar on your portal homepage
• Or contact: research@saypro.org for updated timelines

Late submissions may be escalated to the SayPro Quality Compliance Office.

SayPro SCRR-6 Data Analysis & Reporting Protocol

✅ STEP 1: Prepare & Clean Transcripts

• Ensure each interview transcript:
  • Is anonymized (use participant ID codes)
  • Has consent confirmation logged
  • Has GPT-prompt references (if applicable)
  • Is uploaded to the secure SayPro Research Platform

🔒 Check transcripts for personal identifiers and remove them before theme coding.

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🎯 STEP 2: Code for Thematic Analysis

Use SayPro’s standardized coding framework (e.g., from SCRR-1 or SCRR-15) to tag insights:

Code Group	Example Tags
Motivations	MOT-01: Aspirational Drive, MOT-03: Financial Security
Barriers	BAR-02: Digital Access, BAR-04: Platform Trust Gap
Emotions	EMO-01: Pride, EMO-04: Frustration
Behaviours	BEH-02: Platform Loyalty, BEH-05: Self-initiated Learning

🛠 You can use:

• SayPro’s tagging dashboard
• GPT-based auto-coding assistant (optional)
• Manual coding + inter-coder validation if needed

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🔍 STEP 3: Extract Key Themes

From coded transcripts, identify:

• Recurring patterns across participants
• Contrasts between consumer segments
• High-emotion or high-barrier experiences
• Direct quotes that represent major insights

🗂 Group insights into insight buckets:

Example:
Theme: Digital Friction
“I gave up halfway when the SMS code never arrived.”
(Tagged: BAR-05, EMO-03, BEH-01)

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📊 STEP 4: Generate Report for SayPro Research Royalty

Prepare a structured report with these sections:

📌 Executive Summary

• Top 5 insight themes
• Recommended actions
• Notable quotes

🧩 Thematic Sections (1 per theme)

• Theme Title
• Description
• Supporting Quotes (anonymized)
• Related Segments / Prompts
• Code references (e.g., SCRR-6 → MOT-02)

📈 Segment Comparisons (optional)

• Urban vs rural
• Repeat users vs new users
• Gender- or age-based insights

📎 Appendix

• Coding framework used
• Interview metadata summary
• Full anonymized transcripts (optional)

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🛡️ STEP 5: Ensure Data Privacy & Ethics Compliance

✔️ SayPro Privacy Protocol Checklist:

• Interviewee consent is stored and traceable
• Participant names and identifiers removed from analysis
• Data stored on SayPro-approved platforms only
• Transcripts shared only with authorized teams
• Interviewers trained in ethical data collection
• Community feedback loop planned (if required)

⚠️ Never publish raw transcripts or use real names in reporting.

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🔄 STEP 6: Submit to SayPro Research Royalty

• Upload report to the SayPro Insight Hub under SCRR-6
• Notify SayPro Research Royalty (assigned contact or internal team email)
• Prepare for:
  • Review feedback
  • Clarification session
  • Follow-up research request

SayPro Qualitative Analysis & Reporting Workflow

Objective: Convert raw interview transcripts into actionable, high-quality insights for SayPro Research Royalty.

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✅ STEP 1: Import Transcripts into SayPro Insight System

Use the SayPro Research Platform or data export from SCRR-6.

For each interview:

• Verify transcript accuracy
• Ensure metadata (segment, region, topic pack, interviewer) is intact
• Tag with participant ID (no personal identifiers)

🛠 Tools:

• SayPro Insight Dashboard
• NVivo / Airtable / SayPro Excel Template (if offline)

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✅ STEP 2: Thematic Coding Using SayPro Taxonomy

Apply SayPro’s proprietary coding system to analyze each transcript.

Theme Categories (examples):

Theme	Code	Description
Emotional Drivers	EMO-01 to EMO-10	Expressions of pride, frustration, fear, hope
Access Barriers	BARRIER-01 to BARRIER-08	Cost, connectivity, literacy, trust
Value Perceptions	VALUE-01 to VALUE-05	Belief in ROI, satisfaction, transformation
Social Influences	SOCIAL-01 to SOCIAL-06	Peer, community, family pressures

📌 Tip: Use color highlights or tags to cluster themes per interview.

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✅ STEP 3: Cluster and Compare Across Interviews

Aggregate similar insights using GPT or manual matrixing:

• Quote Matrices: Group key quotes per theme
• Pattern Maps: Show frequency, sentiment, region overlap
• Tension Points: Highlight where expectations ≠ experience

🧠 Examples:

• “Mobile access is easier, but trust is low.” (EMO-03 + BARRIER-04)
• “SayPro helps me feel capable again.” (VALUE-04 + EMO-01)

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✅ STEP 4: Generate Key Insight Statements

Craft ~5–10 concise insight statements for reporting.

Each insight includes:

• Theme (coded)
• What (finding)
• Why (motivation/root cause)
• Who (segment/group)
• Quote (optional)

📘 Example:

Insight 03: Access Trust Gap (BARRIER-04, EMO-06)
While urban users adopt mobile services quickly, they lack trust in platforms that request personal data.
“If I don’t know the people behind it, I won’t put in my ID.” – Female, 28, Soweto

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✅ STEP 5: Compile Insight Report for SayPro Research Royalty

Report Sections:

1. Executive Summary (3–5 key findings)
2. Methodology Summary (SCRR-6 approach, # interviews, locations)
3. Thematic Insights (with tags + quotes)
4. Segment-Specific Findings (e.g., youth, women, rural)
5. Recommendations (policy, platform, product)
6. Appendix (transcript samples, coding framework, prompt lists)

🧾 Format: Word, PDF, or PPT depending on audience
🎯 Audience: SayPro Research Royalty, policy teams, SCRR-1 integration, product dev leads

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✅ STEP 6: Upload to SayPro Central Repository

• Use designated folder in SayPro Research ShareDrive or portal
• Tag project: e.g., “SCRR6_YOUTH_2025Q2”
• Share access with Royalty delegates + insight leads

SayPro SCRR-6 Recording & Transcription Workflow

✅ 1. Log into the SayPro Research Portal

Go to the SayPro Research Platform (e.g., research.saypro.online) and sign in with your assigned credentials.

Recommended Section:

🧩 SayPro > Research > SCRR-6: Interview Module

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🎙️ 2. Start a New Interview Session

Under the SCRR-6 Interview Dashboard:

• Click “New Interview”
• Enter metadata:
  • Interviewer name
  • Segment / Region
  • Interviewee profile (coded, anonymized ID)
  • Topic pack used
  • Consent confirmation (verbal/written)

📌 Consent checkbox must be ticked before recording begins.

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🔴 3. Record the Interview

Click “Start Recording” (audio or video):

• Platform auto-uploads to SayPro SecureCloud
• Real-time timestamping is enabled
• Pause/resume and annotation tools are available

📋 Tip: You can tag moments live (e.g., emotional high point, trust breakdown) for later retrieval.

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📝 4. Automatic Transcription

After recording:

• Click “Generate Transcript”
• The platform transcribes using SayPro GPT transcription engine
• Language support: English, isiZulu, Sesotho, Afrikaans, Xhosa, French (South Africa-based priority)

Each transcription:

• Is editable
• Time-stamped
• Links directly to key research codes (if tagged live)

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🔍 5. Post-Interview Tagging & Notes

Before saving:

• Use the built-in SCRR-6 Note Panel to:
  • Add behavioural tags (dropdowns: e.g., EMO-03, BARRIER-02)
  • Mark key quotes
  • Score emotional intensity (1–5)

Optional:

• Link to SayPro GPT prompt used
• Attach screenshots or interviewer comments

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🗃️ 6. Export or Archive

You can:

• Export as .txt, .docx, or .pdf for reporting
• Auto-link to SayPro Insight Dashboards (SCRR-1, SCRR-15, etc.)
• Archive securely with anonymized participant ID

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📌 Need Help?

Ask your SayPro administrator to:

• Enable your recording permissions
• Provide training video: “Using the SayPro Interview Portal”
• Activate GPT-Aided Insight Clustering

🧠 SayPro GPT-Prompt Integration Strategy for Interviews

Prepared GPT-based prompts help SayPro:

• Cover wide thematic ground efficiently
• Maintain semantic consistency across interviews
• Ensure depth and comparability in data across segments

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✅ 1. Create GPT-Prompt Packs by Research Theme

For each SayPro focus area, generate prompt packs containing 10–20 high-quality open-ended prompts. Each prompt is extracted or adapted from 100-topic GPT lists.

Example Pack: “Digital Trust & Engagement”

Prompt #	GPT-Based Prompt
1	“Can you describe a time you stopped using an app or website? What made you quit?”
2	“What makes you trust a digital service when you first see it?”
3	“If SayPro were a person, what kind of person would it be to you? Why?”
4	“How do you feel when a service asks for your personal data?”
5	“Have you ever helped someone else use SayPro? What was that experience like?”

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✅ 2. Use Prompt Rotation by Segment

Assign different prompt packs depending on the consumer segment or service line under investigation:

Segment	Focus	Prompt Pack
Rural learners	Access, affordability, motivation	“Barriers & Breakthroughs”
Urban professionals	Convenience, loyalty, outcomes	“Value Perception & Retention”
First-time platform users	First impressions, fear, discovery	“Digital Trust & Onboarding”

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✅ 3. Balance Core vs. Optional Prompts

Use a structure like:

• 5 Core Prompts (always asked)
• 3–5 Optional Prompts (rotated based on flow/time)
• 2 Spontaneous Prompts (based on emotional cues or tangents)

📝 Mark prompt usage in your field notes to track coverage.

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✅ 4. Link Prompts to SayPro’s Insight Coding System

Each GPT-based prompt aligns with one or more SayPro research codes:

Prompt	Insight Code
“What makes a service feel safe?”	TRUST-01, DIGITAL-03
“Tell me about a time SayPro helped you feel proud.”	EMO-02, VALUE-05
“What would make SayPro more useful in your daily life?”	UTILITY-01, BARRIER-04

This alignment ensures traceability back to SayPro’s segmentation models, behavioural indicators, and SCRR themes.

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✅ 5. Integrate into SCRR-6 Interview Toolkit

Add prompt packs to:

• Interviewer field guides
• Training materials for SayPro data collectors
• SCRR-6 online intake tools (e.g., Google Forms, KoboToolbox, SayPro Insight App)

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📘 Optional Templates You May Request

• ✅ Pre-filled SayPro Prompt Pack (editable Word/PDF)
• ✅ Interviewer Log Template with prompt usage tracker
• ✅ Prompt-to-Insight Map Spreadsheet (for analysis & coding)
• ✅ Thematic dashboard for real-time tracking of prompt coverage

🧠 SayPro-GPT Topic Integration Framework for Interviews

✅ 1. Select Topics Based on Strategic Focus

Choose 100-topic lists aligned with the interview goal. For example:

• For financial behavior: SayPro – Consumer Economic Triggers
• For platform usage: SayPro – Digital Trust and Mobile Behaviour
• For social empowerment: SayPro – Gender-Based Barriers & Enablers

🗂 Tip: Use thematic tagging (e.g., emotional, social, tech, cultural) to match topics to SayPro segment needs.

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🗣️ 2. Transform Topics into Open-Ended Prompts

Convert raw topics into conversation starters or probing questions. Examples:

Raw GPT Topic:

SayPro – Trust in mobile transactions

Interview Prompt:

“When was the last time you used your phone to pay or sign up for something? What made you trust or doubt the process?”

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🔍 3. Group Topics into Guided Conversation Clusters

Create 4–5 core conversation domains per session using grouped GPT topics:

Cluster	Sample Topics
Identity & Motivation	SayPro – Aspirational drivers, SayPro – Peer influence on learning
Access & Barriers	SayPro – Mobile data costs, SayPro – Learning environment disruptions
Trust & Perception	SayPro – Brand loyalty cues, SayPro – Skepticism of free offerings
Impact & Value	SayPro – Long-term skill benefits, SayPro – Family or community validation
Emotions & Experience	SayPro – Frustration with bureaucracy, SayPro – Confidence after completing a task

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📝 4. Use a Conversation Tracker Sheet

Document live insights during the interview using a simple format:

Cluster	Prompt	Response Notes	Emotional Tone	Quote
Trust	“What makes an app feel safe to you?”	They trust apps with WhatsApp login options.	Cautious, but curious	“If I can log in with my WhatsApp, I feel like it’s real.”

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📊 5. Feed Findings into Insight Models

After multiple interviews:

• Tag qualitative patterns using SayPro GPT topic codes.
• Cluster verbatim quotes under corresponding SayPro topic headers.
• Export patterns into SayPro behavioural dashboards and segmentation updates.

🧩 This supports modular insight building — insights become re-usable blocks for multiple platforms.

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📌 Bonus: Use GPT Topics in Stakeholder Feedback Loops

• Present findings using SayPro topic groupings as insight themes.
• Get stakeholder validation by asking:

“Which of these SayPro-coded needs do you see in your community?”
“Which insight clusters feel most urgent?”