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Karl Fogel (talk | contribs) (Move "Curation" from Q3 to Q2 and call it "Enhanced Curation", and move "Videos" from Q2 to Q3.) |
Jim McGowan (talk | contribs) (Updated Roadmap) |
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< | == 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> | <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 | |||
* ''' | * '''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 | ||
<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 | ||
* ''' | *'''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 | |||
*'''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 == | |||
* '''Donor Deliberation Support''' | <u>1ST QUARTER</u> | ||
*'''Donor Deliberation Support''' | |||
** Comments | ** Comments | ||
** Voting | ** Voting | ||
*'''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 | ||
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
- Create a data dictionary for data maintained by the following systems:
- 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)
- Deploy a support system infrastructure:
- 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 supplementing:
- 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)
- Fixed:
- 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