SayPro Daily Activity Reporting Form Template

Purpose:
This form is used by SayPro social workers and staff to document their daily activities and client interactions. It helps ensure accountability, track progress, and maintain accurate records for case management and organizational reporting.

Staff Information

• Name:
• Position:
• Date:
• Supervisor/Team Leader:

1. Client Interactions
   (Document any interactions with clients during the day. Include the type of interaction, the client’s initials (or first name for confidentiality), and any relevant notes.)
    

• Time: 8:30 AM
  Client Initials/Name (Optional): J.S.
  Type of Interaction: Home Visit
  Activity Summary: Discussed housing application and provided resources for local support programs.
  Outcome/Next Steps: Follow-up in 1 week.
• Time: 10:00 AM
  Client Initials/Name (Optional): M.R.
  Type of Interaction: Phone Call
  Activity Summary: Provided counseling and support regarding mental health challenges and scheduled therapy session.
  Outcome/Next Steps: Schedule follow-up.
   
• Time: 1:30 PM
  Client Initials/Name (Optional): L.P.
  Type of Interaction: Office Meeting
  Activity Summary: Reviewed case plan and updated progress on employment training goals.
  Outcome/Next Steps: Set next meeting for 2 weeks.
• Time: 3:00 PM
  Client Initials/Name (Optional): K.T.
  Type of Interaction: Virtual Meeting
  Activity Summary: Assisted with job application process and provided resume-building advice.
  Outcome/Next Steps: Send job search resources.
   

2. Administrative Tasks
   (Document any administrative work performed, such as case updates, documentation, or report writing.)

• Task Description: Updated client case files and documented session notes for J.S.
  Time Spent: 45 minutes
  Notes: Case notes completed and added to electronic file.
   
• Task Description: Responded to emails regarding client referrals.
  Time Spent: 30 minutes
  Notes: Followed up on referral from housing support agency.
• Task Description: Prepared progress report for supervisor.
  Time Spent: 1 hour
  Notes: Compiled updates on M.R.’s progress and challenges.
   
• Task Description: Filed paperwork and ensured compliance with confidentiality guidelines.
  Time Spent: 20 minutes
  Notes: Filed all client forms securely.

3. Meetings & Team Collaboration
   (List any internal meetings, team discussions, or case conferences attended during the day.)
    

• Meeting Description: Team Case Conference on Client Progress
  Duration: 1 hour
  Outcome/Next Steps: Collaborated on resources for L.P. and discussed strategy for upcoming sessions.
• Meeting Description: Weekly Team Check-In
  Duration: 30 minutes
  Outcome/Next Steps: Provided updates on client cases, discussed upcoming challenges.
   

4. Challenges Encountered
   (Note any challenges or issues encountered during the day that may impact client progress or service delivery.)

• Client M.R. expressed concerns about accessibility to therapy due to transportation issues.
• Technical difficulties during the virtual meeting with K.T., which led to a delay in the session.

5. Notable Successes & Progress
   (Highlight any client progress, milestones, or positive outcomes that occurred during the day.)
    

• Client J.S. successfully completed a housing application with guidance, showing significant progress toward stable housing.
• Client L.P. expressed increased confidence in job search skills following resume-building session.

6. Additional Notes
   (Any other relevant information or observations that are important to note for the day.)
    

• Upcoming follow-up needed for K.T. regarding job search status.
• Consider additional mental health support for M.R. as therapy needs are ongoing.

7. Signature & Supervisor Review

• Staff Member Signature: ___________________________
• Date: _______________________
• Supervisor Review & Comments:
  (Supervisor’s feedback or comments on the report and any next steps or recommendations.)
• Supervisor Signature: ____________________________
• Date: _______________________