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NPSP Implementation Project
This is an outline of the user stories and a preview of the tasks and activities we do in the Salesforce for Nonprofits Training Program.
In these assignments you will do a mock implementation of NPSP. This will culminate in working on a REAL Pro-Bono Project!
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Business Requirements Doc - User Stories
Epic Name
User Story Name
As a(n)…
I need to…
so that…
User Story Description
1
Configuration
Initial Settings-NPSP
Executive Director
have NPSP installed and configured to best practices
we can track donors and associated activities.
As an Executive Director, I need to have NPSP installed and configured to best practices so that we can track donors and associated activities.
2
Data Import
Data Import
organization staff member
have data from spreadsheets imported into new Salesforce system
we can see historical data from previous system.
As a(n) organization staff member, I need to have data from spreadsheets imported into new Salesforce system so that we can see historical data from previous system.
3
Configuration
Campaign setup
Marketing Director
group donors for appeals and board/committee communication
we can pull reports on campaign success and easily communicate with groups in mass.
As a Marketing Director, I need to group donors for appeals and board/committee communication so that we can pull reports on campaign success and easily communicate with groups in mass.
4
Configuration
General Accounting Unit Setup
bookkeeper
designate gifts to specific funds
we can understand the amount of restricted and unrestricted funds we have received.
As a bookkeeper, I need to designate gifts to specific funds so that we can understand the amount of restricted and unrestricted funds we have received.
5
Configuration
Email tracking
organization staff member
track receipt, click rate, and open rate of emails I send.
we can monitor communication effectiveness
As an organization staff member, I need to track receipt, click rate, and open rate of emails I send. so that we can monitor communication effectiveness
6
Configuration
Gift Entry Setup
bookkeeper
enter checks in batches with fund allocations
we can quickly keep track of donations.
As a(n) bookkeeper, I need to enter checks in batches with fund allocations so that we can quickly keep track of donations.
7
Configuration
Engagement Plans
Major Gifts Officer
track moves management on prospects
we can monitor my effectiveness in managing my portfolio.
As a Major Gifts Officer, I need to track moves management on prospects so that we can monitor my effectiveness in managing my portfolio.
8
Integration
Acknowledgement Integration-Sdocs or mail merge process
Development Coordinator
print acknowledgement letters from gifts and tribute letters for memorium/honorarium designations
we can recognize donors in an expeditious manner.
As a(n) Development Coordinator, I need to print acknowledgement letters from gifts and tribute letters for memorium/honorarium designations so that we can recognize donors in an expeditious manner.
9
Configuration
Volunteer Management
Volunteer Coordinator
track volunteer jobs and have an easy way for volunteers to sign up for shifts
we can have the help needed to run excellent programs
As a Volunteer Coordinator, I need to track volunteer jobs and have an easy way for volunteers to sign up for shifts so that we can have the help needed to run excellent programs
10
Configuration
Reports and Dashboards
Marketing Director, Development Director, or Executive Director
be able to pull lists of donors and donor analytics easily
we can send mailings and make strategic development and marketing decisions.
As a Marketing Director, Development Director, or Executive Director, I need to be able to pull lists of donors and donor analytics easily so that we can send mailings and make strategic development and marketing decisions.
11
Configuration
Automated Thank you email template
Development Coordinator
send email acknowledgements automatically when new gifts come in
I can recognize donors in an expeditious manner.
As a Development Coordinator, I need to send email acknowledgements automatically when new gifts come in so that I can recognize donors in an expeditious manner.
12
Integration
Online donor integration
development staff member
have donations and contacts automatically create from online donations and ticket sales
we can have up to date and accurate data and recognize donors quickly.
As a development staff member, I need to have donations and contacts automatically create from online donations and ticket sales so that we can have up to date and accurate data and recognize donors quickly.
13
Configuration
Program Management
Program Director
track program's participants and their progress
we can ensure our organization delivers the most effective program.
As a Program Director, I need to track program's participants and their progress so that we can ensure our organization delivers the most effective program.
14
Configuration
Formulas and rollups
development staff member
report on all donations both soft and hard credited
we can accurately see how much a donor has given whether funds were given directly or through a Donor Advised Fund.
As a development staff member, I need to report on all donations both soft and hard credited so that we can accurately see how much a donor has given whether funds were given directly or through a Donor Advised Fund.
15
Configuration
User Interface
organization staff member
quickly see the information I am looking for in a neat and organized way
we can answer questions asked of me by my superiors and be efficient in my job.
As an organization staff member, I need to quickly see the information I am looking for in a neat and organized way so that we can answer questions asked of me by my superiors and be efficient in my job.
16
Integration
Lightning for Outlook
organization staff member
attach emails from Outlook to Salesforce contacts and look up contact information without leaving Outlook
we can easily track my communications and activities.
As an organization staff member, I need to attach emails from Outlook to Salesforce contacts and look up contact information without leaving Outlook so that we can easily track my communications and activities.
17
Configuration
Chatter
Executive Director
communicate with Board Members and committees about specific projects in a central location
we can have a record of conversations and documents without digging through email.
As an Executive Director, I need to communicate with Board Members and committees about specific projects in a central location so that we can have a record of conversations and documents without digging through email.
18
Training
NPSP Training
organization staff member
understand the new system that has been implemented
I can use Salesforce to its fullest capacity.
As an organization staff member, I need to understand the new system that has been implemented so that I can use Salesforce to its fullest capacity.
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