Program Goals and Status for FY18/19

TEC11: Support Fundraising Activities

Goal Owner: Erika Bjune
Program Goals for FY18/19: The Advancement teams are able to effectively use required fundraising tools, and run all planned fundraising campaigns without technical blockers. Donor-facing and internal fundraising features are maintained or improved.

Donor privacy and security are maintained or improved.

Annual Plan: TEC11: Support Fundraising Activities
- Primary Goal: None. This is an Advancement support activity.
- Tech Goal: Foundational

Q1 Goals

Outcome 1 / Output 1.1

Support fundraising activities

Support Q1 campaigns

Dependency: Ingenico

Goal(s)

Make Ingenico Campaign Ready

Status

Note: July 2018

In progress

Note: August 23, 2018

In progress The Central Notice campaigns have moved a bit due to GDPR, so getting Ingenico ready for that campaign.

Note: September 26, 2018

This goal is now

Done and FR-Tech is actively using it.

Outcome 1 / Output 1.2

Support fundraising activities

Ensure scalability and maintainability for Q2 English campaigns

Dependency: Analytics

Goal(s)

Run 1 integrity test of the incoming data between Kafkatee and Event Logging.
- Start bug fixing process based on test results.

Status

Note: July 2018

In progress

Note: August 23, 2018

In progress This is still in progress along with GDPR work, a couple small tests have already been done, but will need a few more to be sure everything is working as expected.

Note: September 26, 2018

The testing is

Done for the old and new systems, and tickets for bug fixing are being worked on.

Q2 Goals

Outcome 1 / Output 1.2

Support fundraising activities

Support Q2 campaigns

Dependency: Ingenico

Goal(s)

Support Advancement in all Q2 activities
- Coordinating with payment processors
- CentralNotice maintenance

Status

Note: October 29, 2018

Campaigns are fully

In progress at this time.

Note: November 29, 2018

Annual fundraising has officially started.

Note: December 13, 2018

This is fully

In progress and things are going very well. :)

Q3 Goals

Outcome 1 / Output 1.1

Campaign support and any regressions within the fundraising infrastructure are addressed in a timely manner, to minimize or eliminate negative technological impact on all fundraising campaign targets.

Dependency: Advancement

Tech Goal(s)

B: Serving our audiences

D: Technical Debt

Goal(s)

In Q1, 3 and 4: Fundraising campaigns are supported but are subject to change and managed within standard work weeks
- Support planned campaigns
- Recover from Holidays

Status

Note: January 23, 2019

We are working on the campaign schedule, it's all

In progress

Note: February 27, 2019

Campaigns have been scheduled and are

In progress for the rest of the quarter.

Note: March 28, 2019

Campaigns are still

In progress

Outcome 2 / Output 2.2

Donor privacy and security are maintained or improved.

Dependencies on: Security, Legal, Ingenico

Tech Goal(s)

B: Serving our audiences

C: Improve our own feature set

D: Technical Debt

Goal(s)

Maintain current security procedures and compliance standards for fr-tech and advancement teams
- Implement system to deliver Donor Data upon request
- Implement PSD2

Status

Note: January 23, 2019

*Discussions are

In progress now; PSD2 is just getting started but is

In progress.

Note: February 27, 2019

*PSD2 has lowered in priority and

Postponed until Q4.

Note: March 28, 2019

*PSD2 is something that we will not be doing at this time.

Outcome 3 / Output 3.1

Develop new features and improve internal systems to support growing fundraising activities and reach. Investigate or enhance donor retention.

Dependencies on: none

Tech Goal(s)

B: Serving our audiences

C: Improve our own feature set

D: Technical Debt

Goal(s)

Re-architect Contribution Tracking system to improve internal visibility, reliability and scale.
- Break down contribution tracking and provide estimates

Status

Note: January 23, 2019

* This is now

In progress

Note: February 27, 2019

* This is continuing and

In progress and should run through the end of Q3.

Note: March 28, 2019

* The re-architect Contribution Tracking system is now

Done and we are currently implementing it.

Q4 Goals

Outcome 1 / Output 1.1

Campaign support and any regressions within the fundraising infrastructure are addressed in a timely manner, to minimize or eliminate negative technological impact on all fundraising campaign targets.

Dependency: Advancement

Tech Goal(s)

B: Serving our audiences

D: Technical Debt

Goal(s)

In Q1, 3 and 4: Fundraising campaigns are supported but are subject to change and managed within standard work weeks
- Support planned campaigns

Status

Note: May 30, 2019

In progress and ongoing

Note: June 27, 2019

Done for the FY.

Outcome 3 / Output 3.1

Develop new features and improve internal systems to support growing fundraising activities and reach. Investigate or enhance donor retention.

Dependencies on: none

Tech Goal(s)

B: Serving our audiences

C: Improve our own feature set

D: Technical Debt

Goal(s)

Re-architect Contribution Tracking system to improve internal visibility, reliability and scale.
- Work on but possibly not release contribution tracking

Status

Note: May 30, 2019

This is In progress

Note: June 27, 2019

Re-architect Contribution Tracking system was deprioritized for now N Postponed for next FY

Outcome 3 / Output 3.3

Keep up to date on current payment systems integrations, or integrate with new providers to maintain reach and flexibility.

Dependencies on: none

Tech Goal(s)

B: Serving our audiences

C: Improve our own feature set

D: Technical Debt

Goal(s)

Possibly some recurring donation features
Start development on the India form

Status

Note: May 30, 2019

This is In progress

Note: June 27, 2019

The India form development is Partially done and will continue next quarter.