Neftaly Monthly KPI Report Submission Template

Here is a comprehensive Neftaly Monthly KPI Report Submission Template, tailored for regular performance reporting across programs, departments, or regions. This structured format supports consistency, clarity, and actionable insight in Neftaly’s monitoring and evaluation process.

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📅 Neftaly Monthly KPI Report Submission Template

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📝 Section 1: Report Overview

Field	Details
Reporting Month	(e.g., April 2025)
Department/Region	(e.g., Training – Gauteng)
Submitted By	(e.g., Jane Mokoena, Regional Coordinator)
Submission Date	(e.g., 5 May 2025)
Contact Person	(Name + Email + Phone)

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📊 Section 2: Monthly KPI Summary Table

KPI Category	Specific KPI	Target	Actual	% Achieved	Status (RAG)	Comments / Actions
Training & Development	# of Youths Trained	400	375	93.7%	🟨 Yellow	Slight delay in onboarding at one site
Employment	Job Placement Rate (%)	80%	78%	97.5%	🟩 Green	On target – private sector partnerships help
Outreach	# of Community Events Held	6	4	66.7%	🟧 Orange	2 postponed due to local strikes
Digital Engagement	Monthly Active Platform Users	2,000	1,450	72.5%	🟥 Red	Network challenges in rural districts
Monitoring & Reporting	Reports Submitted On Time	100%	100%	100%	🟩 Green	All reports submitted by deadline

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🧠 Section 3: Key Insights & Issues

• Achievements:
  • Launched new training hub in Soweto.
  • Successfully transitioned 3 pilot classes to e-learning.
• Challenges:
  • Drop in digital access in Limpopo.
  • Limited capacity to run events during election week.
• Unexpected Trends:
  • Spike in demand for mental health modules.

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🚦 Section 4: RAG Summary (Red, Amber, Green)

Color	Meaning	# of KPIs
🟩 Green	On or above target	2
🟨 Yellow	Slightly below target	1
🟧 Orange	Needs attention	1
🟥 Red	Critical underperformance	1

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🔧 Section 5: Planned Interventions (Next Month)

Area	Action Plan	Responsible Person	Due Date
Digital Access (Limpopo)	Distribute offline content kits	ICT Coordinator	20 May 2025
Outreach	Reschedule 2 cancelled events	Outreach Lead	18 May 2025
Training	Launch weekend bootcamps to increase reach	Training Manager	25 May 2025

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📎 Section 6: Supporting Documents Checklist

Document	Attached? (Yes/No)
Training Attendance Sheets	Yes
Job Placement Verification Forms	Yes
Outreach Event Feedback	No (pending)
Platform Usage Logs	Yes

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🧾 Section 7: Approval

Submitted By	Signature	Date

Reviewed By (M&E Officer)	Signature	Date

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📌 Notes:

• Use standardized KPI definitions across departments.
• Submit by the 5th of each month to M&E central.
• Highlight any critical issues or support needs in Section 3.

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Would you like this exported as a fillable Word, Excel, or Google Docs template for your team’s monthly submissions?