SayPro Survey & Interview Execution Plan

Task: Conduct Surveys and Interviews via SayPro’s Online Portal
Project: SCRR-21 – Monthly Market Fit & Impact Study (June 2025)
Managed by: SayPro Economic Impact Studies Research Office
Oversight: SayPro Research Royalty

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1. SayPro Purpose of Surveys and Interviews

The goal is to collect rich, actionable feedback from SayPro’s clients and users to:

• Evaluate product-market fit
• Identify unmet user needs and satisfaction levels
• Understand behavior, adoption, and service impact
• Feed real-time insights into strategic and operational decisions

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2. SayPro Target Groups

Segment	Description
SayPro Individual Users	Learners, job seekers, and training participants
SME Clients	Small and medium-sized businesses using SayPro services
NGO & Government Partners	Institutional clients involved in projects or programs
Field Officers & Facilitators	SayPro operational support agents and regional teams

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3. SayPro Survey & Interview Tools to Use

Tool/Platform	Purpose
SayPro Online Portal (Client Area)	Host embedded surveys and feedback forms
SayPro Email/CRM System	Distribute personalized survey invitations
SayPro Mobile App (if applicable)	Enable quick responses via push notifications
Integrated Tools (e.g. Typeform, Google Forms, MS Forms)	Form creation and data aggregation (plugged into portal)
SayPro Virtual Meeting Tool (e.g., Zoom, Google Meet)	Conduct interviews and group discussions

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4. SayPro Survey Development Process

A. Define Objectives

• What key metrics or feedback themes are you targeting? (e.g., usability, impact, relevance)

B. Draft Questions Using SayPro Templates

• Use the SayPro Standard Survey Template
• Structure:
  • Section 1: Demographics and user type
  • Section 2: Usage behavior (frequency, feature engagement)
  • Section 3: Satisfaction and barriers
  • Section 4: Suggestions for improvement
  • Section 5: Economic or operational impact (if applicable)

C. Question Types

• Multiple choice
• Likert scale (1–5 satisfaction/agreement ratings)
• Open-ended feedback
• Ranking and prioritization (e.g., “What feature matters most to you?”)

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5. SayPro Interview Execution Process

A. Sampling Strategy

• Select participants from active user database segmented by:
  • Region
  • Client type
  • Frequency of engagement

B. Interview Guide

• Use the SayPro Interview Protocol Template, with sections such as:
  • Introduction and consent
  • Experience with SayPro services
  • Challenges and unmet needs
  • Suggestions for new features or delivery improvements
  • Impact stories or case studies

C. Scheduling & Consent

• Use SayPro’s integrated scheduling calendar
• Share participant information sheet and digital consent form before the session

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6. SayPro Data Collection and Recording

Method	Recording Tool	Format
Online surveys	Typeform / SayPro Form Plugin	CSV or Excel exports
Live interviews	Audio + transcript (Zoom, Meet)	Transcript (DOCX/Google Docs)
Group discussions/focus groups	Recorded and summarized by facilitator	Summary + Key Quotes

All data must be anonymized and stored in secure folders per SayPro’s data protection policy.

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7. SayPro Data Analysis & Integration

• Import survey and interview data into the SayPro Feedback Analysis Sheet
• Code open-ended responses by theme: navigation issues, training value, pricing confusion, etc.
• Generate cross-tab reports by user type, location, and satisfaction level
• Visualize trends in dashboards or PowerPoint decks

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8. SayPro Reporting and Use of Findings

Output	Purpose
Monthly Feedback Summary Report	Shared with Research Royalty & Strategic Teams
Visual Insight Dashboard	Supports decision-making in review meetings
Client Quotes Compilation	Used in reports, marketing, and impact narratives
Interview Transcript Archives	Qualitative evidence for compliance and long-term study

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9. SayPro Documentation & Compliance

• Use the SayPro Stakeholder Feedback Summary Sheet to summarize responses
• Ensure all participants consent to data use and storage
• Archive surveys, forms, transcripts, and reports in the SayPro Research Archive

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SayPro Timeline (for June 2025 Cycle)

Task	Deadline
Finalize survey and interview guides	June 25, 2025
Launch data collection campaign	June 26–30
Complete interviews and focus groups	July 3, 2025
Analyze and submit findings	July 5, 2025