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TrentWhalon edited this page Oct 30, 2023 · 33 revisions

Welcome to the npc-best-practices wiki!

Sprint (30 October 2023):

Project Team & Accomplishments

Performed Framing of the problem, issues, and challenges. Scoped based on the Framing. Defined the audience. Prioritized parts of NPC within buckets.

First Steps:

  • Householding and relationships (JJ can demo on day 2)
  • BP’s and recipes for Actionable Relationship Center (ARC)
  • Use cases and BP’s around relationship data model
  • How to manage households
  • Terminology mapping NPSP -> NPC
  • Person accounts
  • How to use lookups
  • Rollups to household: DPE (Data Processing Engine)
  • Note: addresses are on the roadmap and will not be included in our scope
  • Fundraising
  • NPSP vs NPC decision guide
  • Overview of capabilities (JJ can demo on day 2)
  • BP’s and recipes for Actionable Segmentation
  • BP’s and recipes for Actionable Relationship Center
  • Action Plans
  • BRE
  • DPE
  • Source codes, campaign management and hierarchy
  • Reports

Contributors

Full Name Team Role Github Username Working Group?
Dar Veverka Group Leader fakeusername
Vanessa Ruiz Contributor
Tara Cobb Contributor
Kathy Dunn Contributor
Hayley Tuller Contributor
Junette Tan. Contributor
Karen Fitton Contributor
Cody Switzer Contributor
Jake Roesler Contributor
Tracy Braun Contributor
Trent Whalon Contributor
Julie Russell Contributor
Carolina Avsar Contributor
Jamie Van Nostrand Contributor
Karim Gabriel Contributor
Kelly Dwyer Contributor
Kevin Swiggum Contributor
Tiffany Spencer Contributor
Brad Struss Contributor
Dodi Friedenberg Contributor

Future Contributions

(AKA what were you unable to finish at the Sprint)

  • Continue first steps
  • JJ's Demo
  • Deciding what our First Step, first group prioritization will produce and break into working groups.
  • Decide on Monthly Cadence
  • Team Roles

Sprint (31 October 2023):

Project Team & Accomplishments

*** What did you do? ***

Contributors

Full Name Team Role Github Username Working Group?
Dar Veverka Group Leader fakeusername
Vanessa Ruiz Contributor NPC Best Practices
Tara Cobb Contributor NPC Best Practices
Kathy Dunn Contributor NPC Best Practices
Hayley Tuller Contributor NPC Best Practices
Junette Tan. Contributor NPC Best Practices
Karen Fitton Contributor NPC Best Practices
Cody Switzer Contributor NPC Best Practices
Jake Roesler Contributor NPC Best Practices
Tracy Braun Contributor NPC Best Practices
Trent Whalon Contributor NPC Best Practices
Julie Russell Contributor NPC Best Practices
Carolina Avsar Contributor NPC Best Practices
Jamie Van Nostrand Contributor NPC Best Practices
Karim Gabriel Contributor NPC Best Practices
Kelly Dwyer Contributor NPC Best Practices
Kevin Swiggum Contributor NPC Best Practices
Tiffany Spencer Contributor NPC Best Practices
Brad Struss Contributor NPC Best Practices
Dodi Friedenberg Contributor NPC Best Practices

Future Contributions

(AKA what were you unable to finish at the Sprint) Replace with the goals your team would like to continue working on next time.

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