Roadmap

2023

1ST QUARTER

Analytics
- Investigate Matamo analytics and integrating with MediaWiki API:
- Add Charity Navigator, Candid and IRS 990 data to an organizational tab in Global View application pages
Curation and Custom Wikis
- Search ("Make Search Search"): Remove filters and related features
- Browse:
  - Using the current Search filters to create a new Browse interface
  - Create a cleaner, more intuitive CSV download interface
  - Develop a data coding plan that supports better browsing
- Design
  - Deploy LFC-branded design layout across all wiki pages
- Global View
  - Refine user experience based on experience from LFC staff
- MediaWiki Upgrade
  - Upgrade MediaWiki to 1.39 (November)
  - Define upgrade strategy
- Seabiscuit:
  - Redesign the standard wiki template to accommodate new competition format
- SimpleBook Replacement
  - Portfolio management

4TH QUARTER

Curation and Custom Wikis
- Create a demo curated list (for embedding)
- Create a demo custom wiki

Data Sharing
- Create a data dictionary for data maintained by the following systems:
  - Torque
  - Airtable
  - Salesforce
  - Wagtail/BSN

Seabiscuit:
- Deploy a support system infrastructure:
  - √ Ticketing (Zammad)
  - Call routing (Twilio Flex)

Similar Pages
- Deploy Similar Pages code and run weekly
- √ Create LFC GitHub site and copy Spencer Ferguson Dryden's code to new repos

3RD QUARTER

API
- Data supplementing:
  - From Candid, Charity Navigator, Giving Tuesday
  - 990 forms (see Pro Publica Non-Profit Data Explorer)
- Investigate sharing data with MIT Solve
Data Sharing
- Support LfC's effort to define their data sharing policies
  - Current policy
Design
- Begin deploying LfC brand standards across new competitions

Enhanced Curation: Create features to filter, edit and share curated collections of proposals with donors and partners
- √ Mock-up an enhanced curation interface for testing by Lever for Change staff
- Build a curation interface (revising existing Search page) to include:
  - Search
  - Filters
    - Fixed:
      - Top proposals
      - By competition
      - By geography
    - Scalable (Permits user to emphasize the weight of a filter on the returned results)
  - Dynamic updating of returned results
- Permit further curation of results:
  - Select which elements of a proposal to share stripping out unneeded parts (fields, attachments)
  - Add notes, explanations
- Share the results as well-packaged units with high production value
  - Miniwikis
  - Books (PDFs)
Similar Pages
- Deploy Spencer's app
- Allow user to manually link similar pages
Submittal Interface
- Create a demo submittal interface using the Hypha grant management system.
√ User Accounts and Groups
- Deactivate users no longer requiring access to Torque Repurpose existing user groups to meet LfC's current needs

2ND QUARTER

Stage 2
- √ Accept and properly display Stage 2 attachments and control visibility

Video
- √ Log and store competition videos
- √ Develop protocols for storing videos as competitions conclude
Universal Template
- √ Create a universal display template to be used across all competition

1ST QUARTER

Donor Deliberation Support
- Comments
- Voting
Okta (or other ID management)
- Deploy Lever for Change-managed ID management system
Partnerships
- Wikimedia Foundation partnership