Each pack is a separate PDF. Unlock only the one you need. Field templates use labeled fields so a desk can map names and actions on first capture. Prefer a scored diagnostic first? Take the SRM readiness check.
Separate PDFs — download only the form you need. Fill labeled fields in the meeting, or paste / upload text or PDF notes (.txt / .md / .csv / .pdf) in Capture so names, place, and actions map on apply — including registers handed over after the meeting. Project and Institutional plans also insert these from Capture hub.
PDF form · agenda table · v2026.08b
Site-style minutes: project details, meeting date, time, and venue, then a mandatory agenda table (Item, Description, Action, Date). Attendance is recorded on the Attendance Register — not in these minutes.
For: Facilitators, CLOs, site managers, project teams
PDF form · one person per slot · v2026.08b
Register for community and site meetings: nature of the meeting, venue, and time, then one row per person (Initials and Surname, organisation/structure, contact details, address, signature). No ID number — stakeholder capture does not require it.
For: Meeting chairs, facilitators, site clerks
PDF form · survey + impact · v2026.08
Ward surveys beside Stats SA, plus project impact: labour intake, training, local procurement (people + ZAR). Serves LED, ESG, M&E and funders from local upward. Tenant-owned — never overwrites platform packs.
For: LED, CLO, ESG, MEL, funders, community structures
Checklists and planners you can adapt to your programme. Each is its own PDF.
PDF · ~6 sections · v2026.08
A field-ready checklist to map channels, assign case ownership, set severity SLAs, and close grievances with evidence you can defend.
For: Site managers, social performance leads, liaison officers
PDF worksheet · 6 dimensions · v2026.08
Score six governance dimensions, pick your top three gaps, and plan 30 / 60 / 90-day actions you can run with your own tools.
For: ESG / social performance, project directors, compliance leads
PDF toolkit · agendas + logs · v2026.08
Agendas, RACI, acknowledgment scripts, and a commitment log so communities see credible follow-through — the foundation of social licence.
For: Community relations, stakeholder managers, project teams
Use the pack offline, then close the gaps with a scored readiness check, a 14-day own-data trial, or a short walkthrough.
