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!A list of priorities

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Ashley Engelund edited this page Jun 22, 2020 · 29 revisions

Major Areas

These are the areas covering the main functionality of the SHF system. They are priority order (most important at the top, least important at the bottom).

We should periodically review this list to see if we are missing any major areas.

We can use this to help us organize the user stories in PivotalTracker (we can label/tag/categorize the stories with these areas), and to help us define milestones (major tasks that usually span many weeks) and set priorities.

Contents:

To Be Done:

(in priority order)

1. Users Acknowledge ("sign") the list of Ethical Guidelines

Organization Goal: Ensure that all members explicitly agree to the organization's guidelines so that the integrity of the organization is maintained.

PT story: https://www.pivotaltracker.com/story/show/169129942

  • mock up (lo-fi design) ✅

  • Need actual list of guidelines ✅

  • When do they see this?

    • new members

      • before payment? ✅

    • current members

      • only when they renew do they have to check off each box. (cannot pay until they have agreed to all the guidelines)

  • what to do with only partially acknowledged (checked off)?

  • what to do if they have not acknowledged after X days?

1.5. Update Member Landing page

2. Business Subcategories

Organization goals: Visitors can search and find SHF companies that better (more specifically) match their needs by giving companies a way to ... specify subcategories. [Obv. this needs better words]

PT Story(-ies): https://www.pivotaltracker.com/story/show/167925311

  • (no SHF review required)

3. SEO information for Members

Organization goal: Provide value to members by telling them how many visitors they've had to their pages (Company pages, Member pages)

As SHF raises the bar for membership (makes gaining membership tougher/ has higher standards), SHF must make sure they provide value to members. Showing members that they have traffic to their SHF Company page(s) is an important way to provide value to members.

4. Anything that makes it easier for Visitors to search and find Member Company pages

  • searching for "companies near me"

  • searching by categories and subcategory words

  • Later, with events:

    • searching by Dinkurs events (or "just" the SHF version of an event)
    • searching by Dinkurs events near me

5. 'Supporting' Memberships

Organization goal: provide a membership for people that want to support SHF but do not want to be a 'regular' member. (Ex: Perhaps they do not own a dog business)

  • also known as a "Supportive Membership"
  • Is for anyone or any organization that just wants to support SHF.
  • Is not for active members. People who do not want to have a real company, or just want to support SHF can become supportive members.
  • they will have access to a different set of pages in the site (a smaller, limited set of pages)
  • only get some of the discounts
    • need to show this on their welcome/landing page? or on their membership page
  • different "membership badge" image. Theirs will be called an "I support..." badge
  • yearly membership payment ( = same scheduling as a full member)
  • fee amount is the same as a "full member" fee
Implementation
  • a different user role

Questions/Issues:

  • "membership" is now a general term. Do we need specific terms to refer to the different kinds of membership?

    • is "Member" and "Supportive member" enough of a distinction? Yes for SHF.
    • seems clear enough for now.

  • No approval process. Anyone that pays automatically is a Supportive Member

?? Visitors: Find a company 'near' me / search by location

  • where is this in the priorities?

Status: Story(-ies) still being developed (SHF needs to clarify)

  • Developers can provide open questions to prompt discussion and ideas

1. Managing Membership Status

  • approving new members ✅
  • renewals
  • admin gets notified of lapsed memberships (see email notifications) ✅
  • members are reminded of their upcoming renewal ✅

2. Approving new (additional) categories for a Member

SHF must review documentation and approve

  • admin gets notified when a member wants to add a new category so that the admin can review the documents and approve the additional category This is another approval process much like (or a part of) the membership approval process.

3. Proof of Membership for Individuals and Companies

How individual and companies show the public that they are members of SHF.

  • Individuals: membership 'card' image that shows their name, membership number, etc.
  • Companies: H-Branding Logo ("H-markt") that shows the company name, etc. = "Company specific H-Branding logo"
  1. Downloadable image they can use (print out, use in their own media/materials) ✅
  2. link to the image (URL) ✅
  • Downlodable image small size ✅
  • Printable a4-pdf
  • Both include link to company page
  • "broken" company link page (a company that isn't displayed anymore needs to show info about that and why)

4. Events

  • Tie in to DinKurs.se system to show upcoming member events to the public. ✅
    • site visitors can search for events near them that SHF Members offer
  • Fetch events from member's WordPress sites with WooCommerce
  • Build and edit events withing the SHF-system

5. Member pages for the public

  • email members that still do not have complete company information. "Complete" means they have chosen a region (even if the region is "Sverige" or "online" and there is a company name & the H-branding fee is paid.) If the company page is not complete, nothing is shown to the public.

6. Members using the system

Users signing in, signing up

  • Sign in/up with Facebook/google
  • link to social media accounts; allow them to log in with userid/password from other systems (ex: Facebook, etc.)
  • New Landing page when logged in

Miscellaneous (Uncategorized and Not Yet Prioritized)

  • tag members with VOOV: Admin can see which members are willing to work with VOOV
  • search for members (by name)
  • Admin reports (reports that help the Admin work with users, members, companies)
  • Reports for the SHF Board (reports that help them understand their membership and the health and direction of SHF)
  • Member 'dashboard'

Done!

(mostly organized by feature area)

Email Notifications when status changes Get an email when something happens regarding membership: approved, rejected, for admins: status changes, etc.

  • email to the user / member
  • email to the administrator(s)

Payment Processing

  • requires: security , email notifications working
  • getting payments from members
  • processing through a service
  • depositing into a bank account
  • refunds, changes, etc.

Proof of membership

  • Downlodable image with personal photo

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