SayPro Review Initial Budget Estimates

SayPro Tasks to be Done for the Period

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Week 1 (01-01-2025 to 01-07-2025):

Review and Approve Campaign Budget

The goal for this task during Week 1 is to ensure the campaign budget is thoroughly reviewed, adjusted if necessary, and formally approved. The budget is a critical element of the CSR campaign as it determines how resources will be allocated to meet campaign objectives, ensuring that the campaign can be executed efficiently without exceeding financial constraints.

Key Tasks for Week 1:

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1. Review Initial Budget Estimates

• Task: Review the initial draft of the campaign budget prepared by the finance and CSR teams.
  • Subtasks:
    • Ensure that the budget aligns with the goals and scope of the campaign.
    • Double-check cost estimates for each component of the campaign (e.g., marketing, event management, partnerships, staff, materials, etc.).
    • Identify any discrepancies or potential overages in the budget.
    • Ensure there is flexibility for unforeseen expenses but stay within the pre-set financial limits.
• Responsible Team/Person: CSR Manager, Finance Team.
• Deadline: By January 3, 2025.

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2. Validate Budget Allocation for Key Campaign Areas

• Task: Validate how resources are allocated across different campaign initiatives.
  • Subtasks:
    • Confirm that sufficient funds are allocated for crucial elements, such as advertising, media outreach, events, and partner collaboration.
    • Ensure there is a balance between digital/online and offline marketing activities, if applicable.
    • Check that the budget includes allowances for unforeseen costs, such as last-minute marketing materials or additional partnerships.
• Responsible Team/Person: Finance Team, Marketing Team, CSR Manager.
• Deadline: By January 4, 2025.

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3. Reconcile the Budget with Campaign Objectives

• Task: Make sure that the campaign budget is directly aligned with the specific goals and KPIs outlined in the CSR campaign strategy.
  • Subtasks:
    • Compare the budget allocation with the expected campaign outputs (e.g., number of events, target audience reach, social media engagement, etc.).
    • Ensure that the budget reflects the scale of the initiative. If the campaign is aimed at large-scale community events or national outreach, the budget should reflect those requirements.
    • Confirm that performance-based expenses (e.g., digital ads, paid promotions) have measurable outcomes in line with campaign goals.
• Responsible Team/Person: CSR Manager, Senior Leadership, Marketing Team.
• Deadline: By January 5, 2025.

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4. Seek Approval from Senior Leadership

• Task: Present the final draft of the campaign budget to senior leadership for approval.
  • Subtasks:
    • Prepare a brief presentation that outlines the key budget components and justification for each major expense.
    • Highlight any potential risks or areas where additional resources may be required.
    • Address any questions or concerns from leadership regarding budget allocation and campaign feasibility.
    • Finalize the budget based on feedback from leadership and secure formal approval.
• Responsible Team/Person: CSR Manager, Finance Team, Senior Leadership.
• Deadline: By January 6, 2025.

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5. Finalize the Campaign Budget Document

• Task: Finalize and document the approved budget for the CSR campaign.
  • Subtasks:
    • Update the budget document with any changes or adjustments made during the review and approval process.
    • Create a clear breakdown of all campaign expenses, including categories such as advertising, events, partnerships, staffing, and any other relevant costs.
    • Ensure that there is a transparent record of the approved budget for internal tracking and accountability.
    • Distribute the finalized budget document to key stakeholders (e.g., campaign team, finance department, partners).
• Responsible Team/Person: Finance Team, CSR Manager.
• Deadline: By January 7, 2025.

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Summary of Week 1 Goals:

By the end of Week 1, the following objectives should be accomplished:

• The campaign budget has been reviewed and any discrepancies or issues have been addressed.
• The budget is validated and aligned with the campaign’s overall goals.
• Senior leadership has formally approved the final budget.
• A finalized and transparent budget document is in place for internal use and tracking.

This ensures that the CSR campaign has a clear financial foundation to begin executing on in subsequent weeks.