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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	kdveverka	NPC Best Practices
Vanessa Ruiz	Contributor		NPC Best Practices
Tara Cobb	Contributor		NPC Best Practices
Kathy Dunn	Contributor		NPC Best Practices
Hayley Tuller	Contributor	hayleytuller	NPC Best Practices
Junette Tan	Contributor	jtan-trac	NPC Best Practices
Karen Fitton	Contributor	karenfitton	NPC Best Practices
Cody Switzer	Contributor	cswitzer-sfdc	NPC Best Practices
Jake Roesler	Contributor		NPC Best Practices
Tracy Braun	Contributor	trasie	NPC Best Practices
Trent Whalon	Contributor	trentwhalon	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	kevinswiggum	NPC Best Practices
Tiffany Spencer	Contributor		NPC Best Practices
Brad Struss	Contributor	bradstruss	NPC Best Practices
Dodi Friedenberg	Contributor	dodifriedenberg	NPC Best Practices
J.J. Miller	Contributor		NPC Best Practices

Future Contributions

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

• Continue first steps
• J.J.'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

• Householding and Relationship Demo by J.J. Miller.
• Described use cases for relationship models in NPC and built models in LucidChart with amplifying information in the Google doc.
• Fundraising Demo - Gift and Soft Credit - by J.J. Miller.
• Built LucidChart for Gifts/Grants and Soft Credits with amplifying information in the Google doc.
• Structure group / working groups and next steps

Contributors

Full Name	Team Role	Github Username	Working Group?
Dar Veverka	Group Leader	kdveverka	Household & Relationship
Vanessa Ruiz	Contributor		Fundraising
Tara Cobb	Contributor		Household & Relationship / PM
Kathy Dunne	Contributor
Hayley Tuller	Contributor	hayleytuller	Project Manager
Junette Tan	Contributor	jtan-trac	Fundraising / PM
Karen Fitton	Contributor	karenfitton
Cody Switzer	Contributor	cswitzer-sfdc	Household & Relationship
Jake Roesler	Contributor
Tracy Braun	Contributor	trasie	Fundraising
Trent Whalon	Contributor	trentwhalon
Julie Russell	Contributor		Household & Relationship
Carolina Avsar	Contributor		Fundraising
Jamie Van Nostrand	Contributor		Fundraising
Karim Gabriel	Contributor		Household & Relationship
Kelly Dwyer	Contributor
Kevin Swiggum	Contributor	kevinswiggum	Household & Relationship
Tiffany Spencer	Contributor
Brad Struss	Contributor	bradstruss
Dodi Friedenberg	Contributor	dodifriedenberg
J.J. Miller	Contributor
Daniel Gorton	Contributor
Heeyeon Park	Contributor		Household & Relationship
Skye Tyler	Contributor

Future Contributions

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

• J.J. Miller fundraising deep dive demo (next week)