SayPro Consultant Placement Tracker Template

SayPro Consultant Placement Tracker Template

1. Consultant Basic Information

Field	Details
Consultant Name	[Insert Consultant Name]
Consultant ID/Number	[Unique ID or Number]
Contact Information	[Email, Phone Number]
Consultant Type	[Freelancer/Full-time/Part-time]
Consultant Specialization	[e.g., Marketing, Engineering, etc.]
Date of Placement	[Date]
Consultant’s Availability	[Full-time/Part-time/On-demand]
Consultant Status	[Active/Inactive/Completed]

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2. Project Information

Field	Details
Project Title	[Insert Project Name]
Client/Organization Name	[Client’s Name or Organization]
Client Point of Contact	[Client’s Representative Name]
Consultant’s Role	[Specific Role or Title in the Project]
Consultant’s Key Responsibilities	[Short description of roles/responsibilities]
Project Start Date	[MM/DD/YYYY]
Project End Date	[MM/DD/YYYY]
Project Duration	[X months/years]
Project Status	[In Progress/Completed/On Hold]
Client Feedback	[Feedback or Rating from the Client]

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3. Deliverables and Milestones

Field	Details
Key Deliverables	[List of Expected Deliverables]
Milestone 1	[Milestone Description]
Milestone 1 Date	[MM/DD/YYYY]
Milestone 2	[Milestone Description]
Milestone 2 Date	[MM/DD/YYYY]
Final Deliverable	[Final Deliverable or Outcome]
Final Delivery Date	[MM/DD/YYYY]

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4. Performance and Evaluation

Field	Details
Consultant’s Performance Rating	[1-5 scale: 1 being poor, 5 being excellent]
Quality of Work	[Brief summary of quality provided]
Adherence to Deadlines	[Met deadlines/Delayed – explain]
Client Satisfaction Level	[1-5 scale]
Challenges Encountered	[Brief summary of challenges faced]
Solutions Implemented	[How challenges were resolved]
Final Outcome/Impact of Consultant	[Effect of consultant’s work on the project]

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5. Financial Information

Field	Details
Consultant Payment Terms	[Hourly/Fixed fee/Project-based]
Payment Frequency	[Monthly/One-time/Upon completion]
Total Consultant Fee	[Total fee for the project]
Invoice Submission Date	[MM/DD/YYYY]
Payment Status	[Paid/Unpaid/Pending]
Payment Due Date	[MM/DD/YYYY]

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6. Post-Placement Follow-Up

Field	Details
Post-Placement Review Date	[MM/DD/YYYY]
Consultant Feedback	[Feedback on working with SayPro]
Lessons Learned	[Insights or recommendations]
Client Feedback Post-Placement	[Summary of client’s satisfaction after project completion]
Future Engagement Opportunities	[Possibility for future projects with the consultant]

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7. Tracking and Reporting

Field	Details
Tracking ID	[Unique Tracking ID for each consultant placement]
Next Evaluation Date	[Next check-in or evaluation date]
Responsible Team Member	[Name of SayPro Staff Responsible for Tracking]
Status Updates	[Details of any status updates or changes in project]

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Instructions for Use:

1. Consultant Information: Begin by filling out the basic information of the consultant being placed in the project, including their contact details and status (whether they’re actively working or have completed the project).
2. Project Information: Enter all details regarding the project, including the client’s name, the consultant’s role, project start and end dates, and the status of the project.
3. Deliverables and Milestones: Track the deliverables and milestones set for the consultant’s work. Document the target dates for key milestones and final deliverables.
4. Performance Evaluation: Regularly update the consultant’s performance rating and the client’s feedback to assess how well the consultant is meeting expectations.
5. Financial Information: Keep track of the consultant’s payment terms, fees, and payment status to ensure all financial aspects of the placement are properly managed.
6. Post-Placement Follow-Up: Conduct follow-up reviews with both the consultant and the client post-project to evaluate the consultant’s overall impact and gather feedback for future improvements.
7. Tracking and Reporting: Maintain a clear record of each consultant placement through a tracking ID and update regularly on the project’s status and evaluation dates.

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Template Usage in SayPro SCMR-12 & SayPro Marketing Royalty SCMR:

• Monthly Reporting: Use the Consultant Placement Tracker to generate monthly reports that outline the status of active consultant placements, performance evaluations, and financial updates. This allows SayPro’s Jobs Office to monitor and manage all consultant activities effectively.
• Quarterly Review: Integrate this tracker into the quarterly review process under SayPro Marketing Royalty SCMR to assess long-term consultant engagements, track milestones, and ensure consultants are delivering as per the project requirements.
• Team Coordination: Share the completed tracker with team members involved in consultant placements to ensure everyone is aligned on roles, project timelines, and deliverables.

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By using this Consultant Placement Tracker, SayPro can ensure smooth project management, consultant performance tracking, and maintain clarity on financials and client satisfaction for each consultant placed. This structured approach helps facilitate better communication and collaboration among consultants, clients, and SayPro staff.