Do you really want to completely clear your book?

Roadmap: Difference between revisions

From help
Jump to navigation Jump to search
(Move "Curation" from Q3 to Q2 and call it "Enhanced Curation", and move "Videos" from Q2 to Q3.)
(Updated Roadmap)
 
(9 intermediate revisions by 2 users not shown)
Line 1: Line 1:
<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 its 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


* '''Enhanced Curation'''
** 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


<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
* '''Data Sharing'''
*'''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
* '''Video'''
*'''Submittal Interface'''
** Log and store competiton videos
** Create a demo submittal interface using the Hypha grant management system.
** Develop protocols for storing videos as competitions conclude
* √  '''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"