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<span style="color:red">'''DRAFT'''</span>
== 2023 ==
<u>1ST QUARTER</u>
 
* '''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


== 2022 ==
== 2022 ==
<u>2ND QUARTER</u>
<u>4TH QUARTER</u>
 
* '''API''':
** √  Supplement Torque with Airtable data
 
* '''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
 
* '''Design'''
** Deploy LFC-branded design to the demo curated list and custom wiki


* '''API'''
* '''MediaWiki Upgrade'''
** √ Import competition data into Torque via the API
** √ Upgrade MediaWiki to 1.38.4
** Create an Okta user group for external partners (like MIT) that doesn't include rank data
** √  Resolve book printing
** See User Groups, below


* '''Curation'''
* '''Seabiscuit''':
** TBD
** Deploy a support system infrastructure:
*** √  Ticketing (Zammad)
*** Call routing (Twilio Flex)


* '''Stage 2'''
* '''Similar Pages'''
** Attachments
** Deploy Similar Pages code and run weekly
** √ Accept and properly display Stage 2 attachments and control visibility
** √ Create LFC GitHub site and copy Spencer Ferguson Dryden's code to new repos
** Snapshot
** Move the Snapshot to it's own tab for any proposal that reaches Stage 2


* '''Universal Template'''
* '''SimpleBook Replacement'''
** Create a universal display template to be used across all competitions
** √  Release SimpleBook


* '''User Groups'''
* '''Submittal Interface'''
** Repurpose existing user groups to meet LfC's current needs
** Estimate cost of upgrading and deploying Hypha


* '''Video'''
** Log and store competiton videos
** Develop protocols for storing videos as competitions conclude


<u>3RD QUARTER</u>
<u>3RD QUARTER</u>


* '''API'''
*'''API'''
** Data supplementing
** Data supplementing:
** From Candid, Charity Navigator, Giving Tuesday
*** From Candid, Charity Navigator, Giving Tuesday
** 990 forms (see Pro Publica Non-Profit Data Explorer)
*** 990 forms (see Pro Publica Non-Profit Data Explorer)
** Investigate sharing data with MIT Solve
** Investigate sharing data with MIT Solve
* '''Curation'''
*'''Data Sharing'''
** Create LfC-desired curation features to share proposal information with donors, partners:
*** Enhance faceted search
**** Add and organize facets
**** Add text search within facets
*** Group a subset of proposals
**** From multiple competitions
**** By various criteria
*** Strip out unneeded parts (fields, attachments)
**** Allow users to select which elements of a proposal to share
*** Share the results as well-packaged units with high production value
**** Books (PDFs)
**** URLs
*** Add tagging functionality
**** Permissions and use (for example, "This proposal was shared with XYZ" or "Don't share this")
**** Subject areas (for example, LEGO wants to put proposals into buckets by program area)
**** Donor deliberation within individual competition wikis
* '''Data Sharing'''
** Support LfC's effort to define their data sharing policies
** Support LfC's effort to define their data sharing policies
*** [https://docs.google.com/document/d/1tYVBc1INXsPJOg1zqx3FZ44JeLYLSBGquYpHir-Vuk8/edit Current policy]
***[https://docs.google.com/document/d/1tYVBc1INXsPJOg1zqx3FZ44JeLYLSBGquYpHir-Vuk8/edit Current policy]
* '''Design'''
*'''Design'''
** Begin deploying LfC brand standards across new competitions
** Begin deploying LfC brand standards across new competitions
* '''Similar Pages'''
 
*'''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
** Deploy Spencer's app
** Allow user to manually link similar pages
** 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
<u>2ND QUARTER</u>
* '''API'''
** √  Import competition application data into Torque via the API
* '''Stage 2'''
** √  Accept and properly display Stage 2 attachments and control visibility


<u>4TH QUARTER</u>
*'''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


* '''Custom Wikis'''
== 2023 ==
* '''Donor Deliberation Support'''
<u>1ST QUARTER</u>
*'''Donor Deliberation Support'''
** Comments
** Comments
** Voting
** Voting
* '''Hypha Integration'''
*'''Okta''' (or other ID management)
* '''Okta''' (or other ID management)
** Deploy Lever for Change-managed ID management system
** Deploy Lever for Change-managed ID management system
* '''Partnerships'''
*'''Partnerships'''
** Wikimedia Foundation partnership
** Wikimedia Foundation partnership
== 2023 ==

Latest revision as of 15:50, 1 December 2022

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

2022

4TH QUARTER

  • API:
    • √ Supplement Torque with Airtable data
  • 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
  • Design
    • Deploy LFC-branded design to the demo curated list and custom wiki
  • MediaWiki Upgrade
    • √ Upgrade MediaWiki to 1.38.4
    • √ Resolve book printing
  • 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
  • SimpleBook Replacement
    • √ Release SimpleBook
  • Submittal Interface
    • Estimate cost of upgrading and deploying Hypha


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
  • 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

  • API
    • √ Import competition application data into Torque via the API
  • 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

2023

1ST QUARTER

  • Donor Deliberation Support
    • Comments
    • Voting
  • Okta (or other ID management)
    • Deploy Lever for Change-managed ID management system
  • Partnerships
    • Wikimedia Foundation partnership
Retrieved from "https://torque.leverforchange.org/help/index.php?title=Roadmap&oldid=356"